Title: Manager, Accounting & Cash Forecasting - Bracco Diagnostics Inc

Location: USA, Princeton, New Jersey, 08540

Job Description:

Full time

job requisition id

JR100084

Bracco Diagnostics Inc. is a subsidiary of Bracco Imaging which is part of the overall Bracco Group.  The Company specializes in the clinical development, marketing and sales of diagnostic contrast imaging agents.  Bracco Diagnostics Inc. primarily markets its products to hospitals throughout the United States. Bracco Diagnostics Inc. is committed to the discovery, development, manufacturing and marketing of imaging agents and solutions aimed at providing a better use and management in terms of diagnostic efficacy, patient safety and cost effectiveness.

This role supports the Associate Director of Accounting and oversees North America treasury, intercompany accounting, and cash forecasting. It focuses on analyzing cash flow performance, explaining variances, and presenting insights to senior leadership, while working closely with shared services, corporate treasury, and cross-functional finance teams.

Job Title:

Manager, Accounting & Cash Forecasting

Job Summary:

Reporting to the Assoc. Director of Accounting, this role is responsible for leading North America, treasury and intercompany accounting activities, and cash budget & forecasting.

This role will be critical in analyzing cash flow performance and variances and presenting results to senior management, while collaborating closely with Shared Services business partners, Corporate Treasury, and cross-functional teams across North America and Global Finance.

Key Responsibilities

• Manage cash positioning, cash flow forecasting, and variance analysis across the shared services legal entities.

• Identify and implement process improvements, automation, and system enhancements.

• Manage and develop one direct report, providing ongoing coaching, feedback, and performance support.

• Coordinate and report weekly, quarterly cash forecasting as well as annual budgets using the direct and indirect cash flow methods.

• Consolidate, validate financial data, related to cash, liquidity, and working capital, including receivables, inventory, and payables performance.

• Strong collaboration and business partnering with cross finance functional key stakeholders.   

• Manage standardized cash reporting, dashboards, and KPIs.

• Prepare and present cash flow and working capital management presentations for senior management.

• Manage intercompany funding arrangements and accounting.

• Prepare treasury-related journal entries and review bank reconciliations, and other related treasury accounting activities.

• Ensure compliance with treasury controls, policies, and regulatory requirements.

• Serve as a finance business partner to regional leadership and global stakeholders.

• Support additional accounting activities, including Hyperion FCCS reporting, preparation and review of balance sheet and P&L flux commentary, and oversight of intercompany billbacks and

reconciliations.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.

• CPA preferred; Certified Treasury Professional (CTP) a plus.

• 5-8 years of progressive experience in accounting, treasury, or finance, including experience managing at least one direct report.

• Strong knowledge of IAS, cash management, and internal control frameworks.

• Strong analytical skills with the ability to synthesize large data sets and provide insights

• Proficiency in SAP and Kyriba

• Advanced proficiency in Microsoft Excel & PowerPoint (pivot tables, VLOOKUP, modeling; macros preferred).

Core Competencies

• Demonstrated ability to lead process improvement and automation initiatives.

• Excellent communication and stakeholder management skills across functions and regions.

• Ability to manage multiple priorities, meet deadlines, and work in a dynamic environment.

• Strong leadership and interpersonal skills.

Work Environment & Additional Information

• This is a hybrid role located in Princeton, NJ

• Minimal travel may be required.

• Must comply with all safety, quality, and compliance policies and regulations.

Bracco Diagnostics Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, or any other protected status.

Title: Senior Product Owner - Costing and Rebates

locations

Remote

time type

Full time

job requisition id

R-134820

Job Description:

Job Posting:

Since 1953, Ferguson has been a source of quality supplies for a variety of industries. Together We Build Better infrastructure, better homes and better businesses. We exist to make our customers’ complex projects simple, successful, and sustainable. We proactively solve problems, adapt and grow to continuously serve our customers, communities and each other. Ferguson, a Fortune 500 company, is proud to provide best-in-class products, service and capabilities across the following industries: Commercial/Mechanical, Facilities Supply, Fire and Fabrication, HVAC, Industrial, Residential Trade, Residential Building and Remodel, Waterworks and Residential Digital Commerce. Ferguson has approximately 36,000 associates across 1,700 locations. Ferguson is a community of proud associates who operate with the shared purpose of building something meaningful. You will build a career that you are proud of, at a company you can believe in.

Senior Product Owner – Costing and Rebates

As a Senior Product Owner on the Boundary Applications team, you will own the strategy, vision, and roadmap for Ferguson’s Costing and Rebates capabilities - systems that directly impact costing capabilities, margin improvements, rebate accuracy, and financial outcomes across the enterprise. This role operates at the intersection of business, finance, and technology, requiring close partnership with Finance, Accounting, and operational stakeholders to define, prioritize, and deliver solutions that support complex costing models, rebate structures, and related financial processes. You will translate sophisticated business requirements into actionable product direction, guide technical teams through delivery, and ensure solutions balance speed, scalability, and financial integrity. The ideal candidate brings experience leading revenue‑ or cost‑impacting products in fast‑paced environments, thrives amid ambiguity, and takes direct accountability for delivering measurable business value.

Location: This role is approved to be either Remote within the United States or Hybrid for associates in Newport News, VA, in accordance with company policy. 

Duties and Responsibilities:

• Help to define your product's vision and strategy.
• Determine stakeholder needs by specifying the research needed to obtain market information.
• Implement comprehensive, competitive analyses and market validation across multiple customers/products, contributing to deep stakeholder understanding of customers and markets to find adjacencies, and impactful new market opportunities.
• Manage and communicate a detailed roadmap for your product.
• Use qualitative and quantitative research to drive business value and roadmap prioritization.
• Identify and prioritize opportunities to improve operational efficiency and drive business value.
• Collaborate closely with the business, Finance and Accounting teams to define, document and prioritize requirements, ensuring business needs are met and exceeded.
• Communicating clearly to business leaders on changes, how they are affected, and how these changes are aligned with the company's overall goals.
• Work closely with Project Management to make sure product is on time and scoped properly.
• Coordinate alignment between delivery teams, internal customer groups, and leadership throughout the software development lifecycle.
• Monitor and manage overall product health through analytics and stakeholder feedback sessions and provide commentary to leadership on an ongoing basis.
• Create and maintain a work environment that promotes customer service, collaboration, performance feedback, inidual recognition, mutual respect, and employee satisfaction ensuring quality hiring, training, and succession planning processes that encompass Ferguson's ersity commitment.
• Perform all other job-related duties as requested.

Qualifications and Requirements:

• A bachelor’s degree in Computer Science, Business Information Systems, Business, or equivalent experience is required.
• 2-5 years Product Management experience, Finance and/or Oracle Fusion experience preferred.
• Some relevant experience required in product lifecycle management. Developing technical knowledge of applying Waterfall and Agile Methodologies.
• Strong problem-solving skills with a focus on quality execution.
• Customer centered approach to sophisticated business/user problems.
• Performance mentality to drive outcomes and results.
• Self-motivated and capable of uplifting and motivating a multi-functional team.
• Experience in Horizonal leadership to get results that capture our customers’ needs and drive business results.
• Experience gaining alignment and prioritization across multiple customer groups.
• Experience in waterfall and agile product development methodologies.
• Adaptable and proactively able to move with change while maintaining a positive demeanor.
• Good communication and leadership experience.

To perform the job successfully, an inidual should demonstrate the following competencies to perform the essential functions of this position:

• Problem solving—when something is broken, you can assess the situation and fix it quickly and efficiently!
• Interpersonal skills—you play nice with others: you can maintain discretion, contribute ideas, and disagree nicely.
• Oral communication—you have the ability to talk with others to exchange information, ask constructive questions, and explain your exciting ideas.
• Written communication—you can effectively edit your work for spelling and grammar and are able to present information in a way that is easy to read and understand.
• Planning/organizing—you know what should be at the top of your to-do list and how to get through it in a timely manner.
• Quality control—you know how to check yourself before you wreck yourself; you're thorough and produce quality work.
• Adaptability—you can roll with the punches and you welcome change.
• Dependability—you get to work on time, get your work done, and are always open to give and receive feedback.

At Ferguson, we care for each other. We value our well-being just as much as our hard work. We are committed to a holistic approach towards benefits plans and programs that support the mental, physical and financial well-being of our associates. Our competitive offering not only includes benefits like health, dental, vision, paid time off, life insurance and a 401(k) with a company match, but our associates also enjoy additional meaningful and inclusive enhancements that are adaptable to their erse situations and needs, including mental health coverage, gender affirming and family building benefits, paid parental leave, associate discounts, community involvement opportunities and more!

#LI-REMOTE

Pay Range:

Actual pay rate may vary depending upon location. The estimated pay range for this position is below. The specific rate will depend on a candidate’s qualifications and prior experience.

$6,805.95 - $11,921.25

This role is Bonus or Incentive Plan eligible.

Ferguson complies with all wage regulations. The starting wage may be higher in certain locations based on local or state wage requirements.

Title: Director of Finance and Budget

Location: Ithaca (Main Campus)

Job Description:

Cornell Research & Innovation announces a search for a Director of Finance & Budget. Well-qualified candidates will be strategic thinkers possessing strong experience with complex budget development, long-range financial planning and forecasting, and translation of financial data into clear and cohesive reports.  

As Director of Finance & Budget, you will provide financial leadership for multi-million dollar operating and capital budgets that support transformative research initiatives. You will lead a team of high-performing finance professionals and will partner closely with isional and university leadership to ensure prudent stewardships of resources, strong decision support, and clear communication of financial performance and strategy.

Key responsibilities include:

• Overseeing and managing Research & Innovation’s annual capital and operating budgeting process, managing all aspects and components of the budget, ensuring accuracy and compliance with University Budget Office (UBO) guidelines, and providing guidance to administrative directors in the development of complex research center budgets 

• Partnering with administrative units and research centers to develop, manage, and monitor operating budgets across a range of financial activities and funding sources

• Implementing and managing UBO initiatives, serving as Research & Innovation’s principal liaison to the University Budget Officers Group (UBOG), and representing the ision in all budget planning and policy discussions

• Managing and producing isional financial reporting, monthly budget‑to‑actual analyses, and forecasting

• Collaborating annually to prepare and publish the institution-wide Cornell Annual Research Expenditure (ARE) financial reporting

• Leading and developing finance staff, clearly communicating expectations, providing performance feedback, and fostering continuous growth and satisfaction

• Driving positive change by identifying, designing, and implementing process improvements to enhance and innovate financial support services

As part of the Cornell community, you will help foster a culture of belonging and a healthy work environment by communicating across differences; being cooperative, collaborative, open, and welcoming; showing respect, compassion, and empathy; engaging and supporting others regardless of background or perspective; speaking up when others are being excluded or treated inappropriately; and supporting work/life integration of oneself and others.

About Us

Cornell Research & Innovation, led by the Vice Provost for Research and the Vice President for Innovation and External Engagement Strategy, enables and advances the University’s research priorities as well as research activities of Cornell colleges, schools, and research centers, institutes, and laboratories. The Office of the Vice Provost for Research houses the R&I Finance & Budget Team, which includes a Post Award Finance Group and a Service Facility Finance Group. R&I Finance provides leadership in budgeting, financial reporting, and post‑award financial management.

The team delivers comprehensive financial support to research‑enabling administrative units—including the Office of Sponsored Programs, the Office of Research Integrity and Assurance, Pre‑Award Research Operations, Research Development, Innovation, and R&I operating units—as well as to faculty and researchers, with a particular focus on complex or multidisciplinary research centers. R&I Finance, in collaboration with central partners, oversees research expenditure reporting and advances institution‑wide financial initiatives across Research & Innovation.

What We Need

When evaluating your candidacy, we will look for evidence of the following:

• Bachelor’s degree in finance, accounting or related field, or an equivalent combination of education and relevant experience

• 7-10 years of experience in financial management, reporting, analysis, forecasting, and complex budget development and monitoring

• Experience supervising and developing staff, including providing leadership, guiding staff in change management, and serving as a mentor

• Excellent customer service skills and demonstrated ability to communicate with a broad range of people at different organizational levels 

• Demonstrated attention to detail, organizational skills, and prioritization skills

• Experience connecting inclusion, belonging, and wellbeing practices to business goals

• Proven ability to interpret and apply policy and procedures consistently and thoughtfully

• Ability to work quickly and effectively under pressure and to use good judgment in accomplishing matters that are urgent, sensitive, or confidential

• Proven leadership skills, including the ability to negotiate, advocate with tact and diplomacy, and work effectively as part of a team

• Comfortable working in an environment where change in process and procedures is the norm

Additionally, although not required, we would like to see clear evidence of:

• Master’s degree (e.g., MBA) and/or CPA or additional education or training in finance or accounting

• Experience implementing new systems and financial reporting dashboards

• Prior work experience in higher education, especially knowledge and understanding of sponsored research environments, administering restricted gifts and endowment income, and managing institutional commitments

• Experience with Cornell policies and procedures related to budget and finance

• Experience using systems utilized by Cornell, including Longview Budget System, KFS, OAS, and Workday

Rewards and Benefits

• This position is located in Ithaca, New York on the campus of Cornell University. The position is eligible for a hybrid working arrangement with work on campus required at least three days per week. Cornell receives national recognition as an award-winning workplace for our health, wellbeing, and sustainability.

• Our benefits programs include comprehensive health care options, generous retirement contributions, access to wellness programs, and employee discounts with local and national retail brands. We invite you to follow this link to get more information about our benefits: Understand Your Benefits | Working at Cornell.

• Our leave provisions include health and personal leave, three weeks of vacation and 13 holidays: Martin Luther King, Jr. Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving and the day after, and an end of the year winter break from December 25-January 1. To offer greater flexibility for observing faiths and traditions, we also offer two additional floating holidays. Learn more about our generous leave provisions: Holiday and Accrued Time Off | Working at Cornell.

• Cornell's impressive educational benefits include tuition-free Extramural Study and Employee Degree Program, tuition aid for external education, and Cornell Children's Tuition Assistance Program. Learn more about our extensive educational benefits: Education Benefits | Working at Cornell.

University Job Title:

Mgr Finance III

Job Family:

Fin/Budget/Planning

Level:

H

Pay Rate Type:

Salary

Pay Range:

$143,454.00 - $175,332.00

Remote Option Availability:

Hybrid

Company:

Endowed

Contact Name:

Kathy McKee

Contact Email:

[email protected]

Job Titles and Pay Ranges:

Non-Union Positions

Noted pay ranges reflect the potential pay opportunity for each job profile. The hiring rate of pay for the successful candidate will be determined considering the following criteria:

• Prior relevant work or industry experience

• Education level to the extent education is relevant to the position

• Unique applicable skills

• Academic Discipline

To learn more about Cornell’s non-union staff job titles and pay ranges, see Career Navigator.

Union Positions

The hiring rate of pay for the successful candidate will be determined in accordance with the rates in the respective collective bargaining agreement. To learn more about Cornell’s union wages, see Union Pay Rates.

Current Employees:

If you currently work at Cornell University, please exit this website and log in to Workday using your Net ID and password. Select the Career icon on your Home dashboard to view jobs at Cornell.

Online Submission Guidelines:

Most positions at Cornell will require you to apply online and submit both a resume/CV and cover letter.  You can upload documents either by “dragging and dropping” them into the dropbox or by using the “upload” icon on the application page. For more detailed instructions on how to apply to a job at Cornell, visit How We Hire on the HR website.

Employment Assistance:

For general questions about the position or the application process, please contact the Recruiter listed in the job posting or email [email protected].

If you require an accommodation for a disability in order to complete an employment application or to participate in the recruiting process, you are encouraged to contact Cornell Office of Civil Rights at voice (607) 255-2242, or email at [email protected].

Applicants that do not have internet access are encouraged to visit your local library, or local Department of Labor. You may also request an appointment to use a dedicated workstation in the Office of Talent Attraction and Recruitment, at the Ithaca campus, by emailing [email protected].

Notice to Applicants:

Please read the required Notice to Applicants statement by clicking here. This notice contains important information about applying for a position at Cornell as well as some of your rights and responsibilities as an applicant.

EEO Statement:

Cornell welcomes students, faculty, and staff with erse backgrounds from across the globe to pursue world-class education and career opportunities, to further the founding principle of “... any person ... any study.” No person shall be denied employment on the basis of any legally protected status or subjected to prohibited discrimination involving, but not limited to, such factors as race, ethnic or national origin, citizenship and immigration status, color, sex, pregnancy or pregnancy-related conditions, age, creed, religion, actual or perceived disability (including persons associated with such a person), arrest and/or conviction record, military or veteran status, sexual orientation, gender expression and/or identity, an inidual’s genetic information, domestic violence victim status, familial status, marital status, or any other characteristic protected by applicable federal, state, or local law.

Cornell University embraces ersity in its workforce and seeks job candidates who will contribute to a climate that supports students, faculty, and staff of all identities and backgrounds. We hire based on merit, and encourage people from historically underrepresented and/or marginalized identities to apply. Consistent with federal law, Cornell engages in affirmative action in employment for qualified protected veterans as defined in the Vietnam Era Veterans’ Readjustment Assistance Act (VEVRAA) and qualified iniduals with disabilities under Section 503 of the Rehabilitation Act. We also recognize a lawful preference in employment practices for Native Americans living on or near Indian reservations in accordance with applicable law.

2026-03-27

Title: Senior Financial Systems Administrator (Oracle ERP)

Location: Remote-USA

time type

Full time

job requisition id

8706

Job Description:

Join the People Helping People

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

The Opportunity

The Senior Financial Systems Administrator (ERP) provides technical and functional administration for VELERA’s Oracle Fusion Cloud ERP (Enterprise Resource Planning) application, supporting backend systems processes along with both internal stakeholders and external clients. This role ensures end-to-end reliability of finance data pipelines, application integrations, performance optimization and downstream reporting deliverables, including maintaining backend artifacts and performing systems upgrade and deployment as needed. The incumbent will also support vital VELERA reporting outputs through a myriad of channels and streams.

Day in the Life

• Configure processing flow for Oracle Fusion ERP functions such as AR, AP, GL, Assets and projects.
• Enhance integrations between Oracle Fusion Cloud, OIC and other upstream and downstream enterprise systems.
• Collaborate with Finance, Accounting, and Operations teams to deliver system enhancements process improvements, and automation.
• Partner with Program Managers to implement strategic initiatives and continuous system improvements.
• Create and maintain security configuration and assign security access to end-users within Oracle Fusion and resolve access issues as needed.
• Build and support the integration between EDMCS and ERP and ensure all metadata are accurately represented in both applications.
• Maintain technical and operational aspects of current processes utilized by the accounting and finance departments, related to Oracle Fusion support.
• Monitor and drive improvement and productivity in the overall ERP application reporting process through automation of the data collection, maintenance and reconciliation processes.
• Partner and coordinate with IT operations to ensure reliable, scalable, and secure network and technology services are intact.
• Build and design OTBI and BIP reports, dashboards and tools to be used by various end-users in evaluating business opportunities and maintains the reports on a daily basis as needed.
• Manage integrity of financial information presented in the Enterprise Resource Planning (ERP) application.
• Serve as the lead resource for primary research and resolution.
• Understand client business requirements; liaise between accounting and finance groups, and map backend technical files/procedures between systems.
• Provide guidance to the Oracle Fusion ERP user community in prompt resolution of financial and statistical data issues.
• Assist management in maintaining end-to-end data patches/update on a quarterly basis.
• Ensure process continuity by documenting daily and monthly routines and cross-training, train users on data availability and retrievals, and new tools when applicable.
• Provide mentoring and hands-on technical support to system admins team members as needed.

Qualifications

• Bachelor’s degree in business (Information Systems, Accounting, Finance or related field) required.
• Bachelor’s degree in information systems or technology is preferred.
• Certification in Oracle Fusion ERP is preferred.
• Eight (8) years’ experience in a financial systems and technology environment, preferably in the financial services industry.
• Strong experience with Oracle Fusion (ERP) Financials (GL, AP, AR, FA, CM) is required.
• Understanding of system integration, data modeling and development methodologies
• Experience with Oracle Fusion applications, including EDMCS (Enterprise Data Management Cloud Services) and OIC (Oracle Integration Cloud); expert in Oracle ERP is preferred.
• Strong programming skills in SQL/PLSQL and knowledge of relational databases preferred
• Proficiency in configuring processing flow for ERP functions (AR, AP, GL, Assets and Projects) required.
• Proficiency in configuring security access in Oracle Fusion along with developing, designing and maintaining OTBI and BIP reports.
• Familiarity with cloud-based integration and middleware platforms is preferred.
• Experience with financial modeling, Oracle SmartView and SQL preferred.

About Velera

At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a erse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where erse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners.   Learn more about our commitment to Diversity, Equity, and Inclusion HERE!

Pay Equity

$95,800.00 - $124,500.00

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life Benefits!

• Competitive wages

• Medical with telemedicine

• Dental and Vision

• Basic and Optional Life Insurance

• Paid Time Off (PTO)

• Maternity, Parental, Family Care

• Community Volunteer Time Off

• 12 Paid Holidays

• Company Paid Disability Insurance

• 401k (with employer match)

• Health Savings Accounts (HSA) with company provided contributions

• Flexible Spending Accounts (FSA)

• Supplemental Insurance

• Mental Health and Well-being: Employee Assistance Program (EAP)

• Tuition Reimbursement

• Wellness program

• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera 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 iniduals 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 legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here.  For information regarding your Right To Work, please click here.

Title: Wealth Advisor (Walnut Creek, CA)

Location: Walnut Creek

Job Description:

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to ersity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties

• Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.

• Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.

• Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.

• Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients

• Ensures adherence to compliance and regulatory policies as well as company standards of client care

• Acts as a fiduciary, placing client interests and outcomes first

Required Knowledge, Skills and Abilities:

Education:

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus

Experience:

• 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)

Certifications/Licenses:

• Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
• Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

• Advanced knowledge of the industry, financial products, and financial planning concepts
• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
• Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
• Experience utilizing financial planning software
• Expert at collaboration and willing to help others
• Sales aptitude and experience is preferred
• An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
• Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
• Comprehensive understanding of compliance requirements
• Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Hybrid schedule with a combination of remote and office work in a professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a workstation.  

#LI-Hybrid

The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.

This position may also be eligible for a comprehensive benefits package, which includes:

1. Medical, dental, and vision coverage
2. Life insurance
3. 401(k) contributions
4. Health Savings Account (HSA)
5. Short- and long-term disability
6. Additional benefits designed to support your health and financial well-being

Base Pay Range

$85,000 - $145,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

Title: Associate Analyst, Tax Technology - Exemption Certificate Management

Location: US - Remote

Job Description:

time type

Full time

job requisition id

REQ: 404

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:  

• 2025 Great Places to Work Certified
• Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
• Company paid parental leave
• Generous time off package 
• Multiple benefit plans, eligibility begins on day one of employment
• Culturally focused on work/life balance, mental health, and the overall wellness of our employees

Position Summary

The Associate Tax Analyst supports the delivery of DMA’s Managed Tax Services by assisting with transaction tax operations, data analysis, and exemption certificate management. This entry-level role focuses on accurate tax data processing, compliant exemption certificate validation, and client support to ensure efficient tax data management. The Associate Tax Analyst collaborates with internal teams and clients to maintain high-quality service standards and operational excellence.

Essential Duties and Responsibilities

• Collect, validate, and maintain exemption certificates and related documentation.

• Process and analyze client data to ensure compliance with tax regulations and internal standards.

• Assist with Exemption Certificate Management Solution configuration (Vertex, Avalara, Thomson Reuters) for client projects.

• Prepare and maintain Standard Operating Procedures (SOPs) and project documentation.

• Respond to client inquiries promptly and professionally; provide status updates and reporting.

• Support routine tasks and deliverables within established timelines.

• Collaborate with team members to identify process improvements and enhance efficiency.

• Perform other duties as assigned.

Education and Qualifications

• Associate’s degree in Accounting, Business, Information Systems, or related field required.

• 0–1 year of professional experience; internship or related exposure preferred.

• Proficiency in Microsoft Office (Excel, Word, PowerPoint); strong Excel skills preferred.

• Familiarity with indirect tax concepts and exemption certificate processes a plus.

• Strong organizational skills and attention to detail.

• Excellent verbal and written communication skills.

• ·Ability to manage multiple priorities and meet deadlines.

• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. This position does not qualify for employment-based sponsorship.

Work Environment & Physical Requirements

• Work Schedule: Regular, 40 hours/week

• Travel: Less than 10%

• Physical Activity:

  • Prolonged periods of sitting and computer use

  • Ability to hear, understand, and distinguish speech and sounds

  • Frequent repetitive motions with hands

#LI-REMOTE

#LI-AC1

The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment.

It is DMA's policy to make reasonable accommodations for qualified iniduals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team and choosing selection 6.

Title: Associate II, Real Estate & Support

Location: Omaha - FN Tower

Full time

job requisition id R-20260552

Job Description:

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Summary of the Job:

Join FNBO's Buildings ision as a strategic real estate professional who will serve as our lease portfolio expert across our 120-branch network spanning 9 Midwestern states. In this pivotal role, you'll negotiate high-value commercial leases, leverage cutting-edge AI technology to enhance lease administration, and serve as the central authority on our real estate portfolio. You'll build meaningful relationships with landlords, tenants, and internal stakeholders while driving operational excellence and cost efficiency in our real estate operations. This role offers the unique opportunity to blend traditional commercial real estate expertise with innovative technology adoption, making a measurable impact on FNBO's facility operations and bottom line.

About This Role:

1. Lease Negotiation & Administration

• Lead high-stakes lease negotiations for FNBO leased space and third-party tenant agreements, securing favorable terms that balance operational needs with cost efficiency
• Orchestrate seamless move-in processes by coordinating lease execution, security deposits, vendor setup, rent payments, keys, build-out coordination, and tenant improvement allowances
• Partner strategically with Projects, Property, and Security teams to ensure successful occupancy transitions
• Cultivate and maintain productive relationships with landlords and tenants throughout the entire lease lifecycle
• Engage and manage real estate brokers to market vacant space and properties, coordinating showings and optimizing occupancy rates
• Prepare and ensure compliance with intercompany lease documents per Regulation W/23A requirements
• Conduct market analysis  to review competitive rent information and adjust lease terms accordingly
• Obtain landlord approvals for major renovations, alterations, and capital improvements
• Manage insurance compliance for all tenant and landlord relationships

2. Lease Database Management & AI Innovation

• Champion the use of AI tools to abstract lease agreements, improving efficiency and accuracy in document processing
• Own and enhance the comprehensive lease database by summarizing key lease terms, critical dates, notice requirements, and rent adjustment schedules
• Ensure 100% compliance with all legal and lease requirements by proactively monitoring and meeting deadlines
• Provide strategic alerts to management regarding upcoming renewals, rent changes, and other key lease milestones
• Support continuous improvement in lease management processes through technology adoption and best practices

3. Financial Administration - Rent Payables & Receivables

• Manage all financial aspects of third-party tenant rent, including adjustments and collections
• Generate and deliver annual operating expense reconciliations for third-party tenants with accuracy and timeliness
• Process and verify all rent payments for leased space, ensuring timely payment and correct amounts in partnership with Accounting
• Review and analyze annual operating expense reconciliations for all leased properties, identifying discrepancies and cost-saving opportunities

4. Business Intelligence & Reporting

• Create and deliver standardized and ad hoc management reporting to support strategic decision-making:
  • Annual Lease Schedule
  • OCC/Federal Reserve Joint Examination reports
  • Rent Rolls and comprehensive lease analytics
  • Cost analysis and portfolio performance metrics
• Provide insights through data analysis that inform real estate strategy and budgeting

5. Utility Account Optimization

• Partner with third-party vendors to manage utility account setups for new locations and closures
• Ensure timely processing of all utility invoices and prevent service interruptions
• Analyze utility data to identify cost-saving opportunities and efficiency improvements
• Monitor and minimize late fees and service penalties

6. Contract & Purchase Order Coordination

• Collaborate with Buildings teams and Enterprise Sourcing to establish blanket purchase orders for new vendor contracts supporting recurring services and projects
• Maintain accuracy of all purchase orders when contracts are amended or terminated
• Ensure seamless vendor transitions and uninterrupted service delivery

The Ideal Candidate for This Role:

QUALIFICATIONS

Required

• Bachelor's degree in Real Estate, Business Administration, Finance, or related field
• 5+ years of commercial real estate lease administration experience, including:
  • Negotiating, reviewing, and preparing lease agreements and amendments
  • Managing lease portfolios with demonstrated success in securing favorable terms
• Advanced proficiency in MS Office Suite, particularly Microsoft Word and Excel (including complex formulas, pivot tables, and data analysis)
• Proven ability to work independently and manage multiple high-priority projects simultaneously in a fast-paced environment with minimal supervision
• Strong analytical and problem-solving skills with ability to interpret complex lease documents and identify key terms and risks
• Exceptional customer service orientation with consultative skills and demonstrated responsiveness to stakeholder needs
• Excellent written and verbal communication skills for negotiation and stakeholder management

Highly Desired

• Experience with lease administration software (Archibus or similar platforms)
• Demonstrated success leveraging AI tools to enhance lease creation, abstracting, and portfolio management
• Professional certification such as RPA (Real Property Administrator), or paralegal certification
• Financial analysis and budgeting experience related to real estate operations
• Project management experience coordinating cross-functional teams
• Vendor relationship management and contract negotiation expertise

CORE COMPETENCIES & PROFESSIONAL EXPECTATIONS

Professional Excellence

• Exhibit professional behavior and be proactive and respectful in all relationships with internal and external stakeholders
• Promote positive, constructive, collaborative working relationships with all staff members
• Exercise willingness to serve as a resource to colleagues, sharing expertise and supporting team success
• Practice FNBO values and actively support organizational goals and strategic plans
• Proactively work to improve team and organizational effectiveness through innovation and best practices
• Complete special projects as assigned within established timeframes
• Demonstrate accountability for continuous best efforts to deliver exceptional results

Key Attributes for Success

• Strategic thinking balanced with attention to detail
• Strong business acumen with understanding of financial impacts
• Adaptability and flexibility in a dynamic environment
• Integrity and ethical judgment in all dealings
• Solution-oriented mindset with creative problem-solving abilities
• Technology embracing attitude with eagerness to learn new tools

Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation:

Compensation range (base pay): $63,288.00-$104,425.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Work Environment:

It is anticipated that the incumbent in this role will work in a hybrid capacity, balancing in-person collaboration three (3) days a week with remote flexibility two (2) days a week. As part of our team, you'll experience the energy and relationship-building of face-to-face collaboration while still enjoying the flexibility of remote workdays. We provide the tools and technology to ensure seamless transitions between work environments, supporting your productivity wherever you are. Please note that work location is subject to change based on business needs.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

• Medical, Dental, Vision Insurance

• 401k, With Matching Contributions

• Time Off Programs

• Health Savings Account (HSA)/Dependent Care

• Employee Banking

• Growth Opportunities

• Tuition Assistance

• Short-Term/Long-Term Disability Insurance

For additional information regarding compensation and benefits, e-mail FNBO at [email protected]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20260552

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Financial Planner

Location Remote (Canada)

Employment Type Full time

• CA$72K – CA$90K • Offers Equity • Offers Commission

 Base salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

 Total compensation: In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.

Location Type Remote

Department Commercial & MarketingAdvisory & Planning

Compensation CA$72K – CA$90K • Offers Equity • Offers Commission

Base salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

Total compensation: In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.

OverviewApplication

Build something people love

Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.

About the team:

We’re a team of high-performing, client-obsessed team of financial planners and advisors who are passionate about rethinking the financial industry. We are committed to mastering our craft, continuously elevating both our technical planning knowledge and our sales expertise to deliver an exceptional client experience.

Our remote-first culture is built on collaboration and a shared drive for excellence; we challenge and champion one another to succeed, collectively helping our clients achieve financial freedom.

About the role:

In this role, your passion for financial planning will be central as you guide clients through their entire financial journey. You will go beyond simply answering questions, instead curiously exploring the "why" behind each client's goals to build holistic investment, tax, and retirement strategies.

Your success will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action. You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation to Wealthsimple Wealth Management.

This position is perfect for an entrepreneurial planner who thrives in a fast-paced, high-performance environment and is inspired to own their performance metrics while delivering a delightful, high-quality client experience.

As a Financial Planner, you’ll have the opportunity to:

• Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions.

• Encourage action through strategic financial advice. You’ll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture.

• Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.

• Drive asset consolidation to Wealthsimple Wealth Management through impactful, goal-based financial advice.

• Own your performance metrics, ensuring activity and consolidation targets are met.

• Deliver personalized financial planning by rigorously following up with clients via phone and video so they gain the full benefits of their plan.

• Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective.

What you’ll bring:

• The foundational expertise for success: A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities.

• An entrepreneurial mindset and a proven track record of high performance, demonstrating your ability to thrive in a fast-paced, high-expectation sales environment and own your performance metrics.

• A genuine passion for financial planning and a client-focused, empathetic approach that allows you to build trust through active listening and thoughtful, transparent advice.

• The natural curiosity to dig deeper; you don’t just answer financial questions, you seek to understand the motivations and long-term aspirations behind them to solve for the client's bigger picture.

• Exceptional communication skills that make complex financial topics simple for clients, paired with a comfort leveraging digital tools (such as AI) and technology to enhance the client experience.

• Forward-thinking adaptability that embraces the evolution of financial planning and the role technology plays in changing the game, preferably with deep experience improving Financial Planning processes. Bilingual (French) is also a strong asset.

Why Wealthsimple?

• Top-tier health benefits and life insurance
• Long-term group savings with employer match, through Wealthsimple for Business
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
• 90 days away: work outside Canada for up to 90 days per year
• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
• We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

Manager, Finance – Brokerage

Location Remote (Canada)

Employment Type Full time

Location Type Remote

Department Finance

Compensation CA$116K – CA$145K • Offers Equity

Base salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

Total compensation: In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.

OverviewApplication

Build something people love

Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.

About the role:

As Manager, Finance - Brokerage, you'll be a key member of the Brokerage Finance team - owning the accuracy, integrity, and regulatory compliance of Wealthsimple's brokerage financial reporting. You'll partner closely with Operations, Product, Engineering, Risk, and Compliance, and lead a small team.

This is a role for someone who is equally comfortable ing into a technical accounting problem and coaching a team member through a complex reconciliation. You'll bring both the depth to own our most critical financial processes and the leadership instincts to build a high-performing team around you.

In this role, you will have the opportunity to:

• Financial Reporting & Month-End Close: Own the month-end and quarter-end close for Wealthsimple's brokerage entity (WSII), including journal entries, reconciliations, variance analyses, and management reporting. Ensure results are accurate, timely, and aligned to IFRS.

• Regulatory Reporting: Prepare and review brokerage regulatory filings for CIRO and applicable securities regulators (including Form 1/MFR support). Work closely with Compliance and Engineering to embed regulatory requirements into our accounting processes and systems.

• Revenue: Oversee core crypto and invest revenue streams (trade commissions, management fees and other streams). Ensure end-to-end controls, reconciliations, and accurate recognition in Oracle/NetSuite.

• Internal Controls & Audit Act: as control owner for key brokerage controls - revenue, interest, cash and positions reconciliations - and ensure documentation and testing meet ICFR and SOC 1 standards. Lead brokerage-related audit walkthroughs and manage PBC responses.

• Product & Systems Partnership: Partner with Product, Engineering, and Operations to translate new product launches (e.g., crypto, invest, alternative investments) into compliant accounting flows and GL design. Help shape data pipelines that support scalable, automated reporting.

• Cash & Reconciliations: Oversee daily and monthly reconciliations of client cash and securities to custodians and banks. Partner with Treasury and Brokerage Operations on funding flows and liquidity as needed.

• Team Leadership: Manage and mentor a small team, providing clear direction, timely feedback, and meaningful growth opportunities. Foster a culture of ownership and continuous improvement.

Skills you'll bring:

• 7+ years of progressive accounting or finance experience, with a CPA designation (or equivalent)

• Background in brokerage, capital markets, or financial services; familiarity with CIRO rules and Canadian securities regulation is a strong asset

• A mix of public accounting and industry experience is preferred

• Strong IFRS technical accounting skills, particularly around financial instruments, revenue, and interest income

• Hands-on experience with brokerage systems and ERP platforms (Oracle/NetSuite or similar); SQL, BI, and AI tools are a plus

• Demonstrated experience with internal controls, ICFR/SOC 1, and external audits

• Proven ability to manage and develop team members, with strong communication skills across finance and non-finance stakeholders

• Curious, detail-oriented, and energized by a fast-moving, evolving environment

• Passionate about fintech and automation - excited to modernize how brokerage finance operates

Why Wealthsimple?

• Top-tier health benefits and life insurance
• Long-term group savings with employer match, through Wealthsimple for Business
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
• 90 days away: work outside Canada for up to 90 days per year
• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
• We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

Manager, Wealth Management (Sales)

Location Remote (Canada)

Employment Type Full time

Location Type Remote

Department Commercial & MarketingAdvisory & Planning

Compensation CA$120K – CA$150K • Offers Equity • Offers Commission

Base salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

Total compensation: In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.

OverviewApplication

Build something people love

Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.

About the role

As a Manager, Wealth Management (Sales), you will lead and develop a team of Advisors and Financial Planners focused on helping high-value ($1M+) clients achieve meaningful financial outcomes. This role sits at the center of one of Wealthsimple’s key areas of future growth — turning strong demand into deep, long-term client relationships built on trust, value, and exceptional advice.

You’ll operate close to the work — coaching in the details, shaping high-impact deals, and reinforcing a value-driven sales approach where success comes from improving clients’ financial lives, not just closing quickly. Success in this role looks like a highly engaged, high-performing team consistently delivering strong conversion, exceptional client experiences, and sustained AUM growth.

About the team

The Wealth Management Sales team is responsible for engaging and converting high-net-worth clients and prospective clients into full-service Wealth Management relationships. We’re building a modern, high-performance sales organization — one that combines thoughtful, personalized advice with the speed and leverage of technology.

We partner closely with Wealth Management Service, Product, and Marketing to deliver a seamless client experience, and we’re constantly evolving how we work to better serve clients. This team sits at the center of some of Wealthsimple’s most important growth priorities, with the opportunity to shape what great wealth management looks like at scale.

What you’ll do

• Lead and inspire a high-performing team of Advisors focused on $1M+ clients, driving meaningful net deposits and long-term client value

• Coach deeply in the details of the sales process, helping Advisors master discovery, value articulation, and thoughtful, high-quality closing

• Champion a value-driven sales approach, where Advisors connect client needs to real financial outcomes — building trust and long-term relationships

• Set and uphold a high performance bar, creating a culture of accountability, ownership, and continuous improvement

• Stay close to the work, actively engaging in deals, joining key client conversations, and helping move opportunities forward

• Use data to elevate performance, identifying trends, unlocking opportunities, and continuously improving conversion and productivity

• Motivate and engage the team through change, bringing clarity, energy, and focus in a fast-moving, evolving environment

• Partner cross-functionally to shape the future of Wealthsimple’s wealth offering and client experience

Skills you bring

• Proven experience leading high-performing sales or advice teams with clear revenue or AUM targets

• Strong track record of coaching complex, value-based sales processes and developing top talent

• Experience working with high-net-worth ($1M+) clients and understanding their expectations

• Ability to operate in the details while driving big-picture outcomes

• Highly data-driven, using insights to improve performance, processes, and results

Who you are

• You believe great sales is about creating real, lasting value for clients

• You are a high-performance leader with a track record of raising the bar and delivering results

• You are energized by being close to the work and helping your team win

• You bring intensity, clarity, and purpose, while building a team that is motivated and engaged

• You thrive in fast-changing environments and help others navigate them with confidence

• You are a builder at heart, always looking for ways to improve how things work

• You care deeply about building a team that is both high-performing and deeply trusted by clients

Why Wealthsimple?

• Top-tier health benefits and life insurance
• Long-term group savings with employer match, through Wealthsimple for Business
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
• 90 days away: work outside Canada for up to 90 days per year
• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
• We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

Sr Consumer Loan Operations Representative - Bank, Hybrid

locations

WI - Appleton

United States

time type

Full time

job requisition id

REQ-46372

With little direct supervision, this position provides expert technical and operational support, training and knowledge for all functions related to the bank's consumer loan processing and servicing operations functions and home equity servicing operations. This position will focus on handling complex loan transactions and will be a Subject Matter Expert on system functions and processes within the Consumer Loan Operations team. This role will also work directly with the Consumer Loan Operations Lead and Manager to assist in identifying process improvements and efficiencies within the team. This position will require working in the Operation Center Office in Appleton, WI as needed.

DUTIES & RESPONSIBILITIES:  

• Create and review consumer loan closing packages to ensure compliance with regulatory and bank lending policy. 
• Responsible to handle all simple and complex aspects of home equity or consumer loan transactions including but not limited to escrow disbursements, annual escrow analysis, flood tracking, file maintenance, satisfactions, and subordination requests. 
• Reviews various scheduled reports, as assigned, for exceptions, errors, auditing, and to perform maintenance transactions.  
• Meet quality and productivity standards and perform in a fast-paced loan production environment. 
• Accountable for responding to verbal and written inquiries from internal and external clients in accordance with department procedures. 
• Make decisions independently. Serves in a back-up role when the Consumer Loan Operations management team is not available for escalated problem situations.  
• Act as subject matter expert and team resource on consumer loan processing as well as home equity and consumer loan servicing functions. Assist with training new hires and the team on processes and procedures within the department. Contribute to identifying process improvements and efficiencies within the team.  
• Resolves problems while interacting with both internal and external clients, including escalated customer situations. 
• Ability to take on and manage additional projects outside of the regular team tasks.  
• Models Thrivent’s leadership competencies – courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.  ​ 
• Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients.  Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.    
• This role will require working directly with the bank’s internal and external clients to accurately manage all requests in a confidential and timely manner according to service level agreements and standard operating procedures.  
• This role will interface with Bank leadership to resolve complex situations as well as provide training and act as a resource for Consumer Loan Ops Reps.  
• This role also requires strong partnerships and communication between the Personal Banking Team to ensure we are delivering the best experience for our clients with the onboarding of new consumer loans.  
• This role will require working with external vendors that support our processes, which primarily include our loan origination system, core processor and vendor supporting our lien releases.

 QUALIFICATIONS & SKILLS:   

 Required: 

• High School/equivalent.  
• Three years banking operations experience required with customer service experience preferred 
• Strong communication (written and verbal), interpersonal and customer-service skills 
• Demonstrate excellent problem resolution skills 
• Ability to work accurately, both independently and as part of a team, with interruptions to meet deadlines 
• Perform system testing and complete test cases in the loan origination and core platforms

Preferred:   

• An associate or bachelor’s degree preferred 
• Ability to coordinate multiple tasks simultaneously 
• Bank operations platform experience preferred

Additional Information

• This position requires you to be able to work on-site in Appleton, WI in a hybrid working structure with some remote flexibility.

Pay Transparency

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $20.79 - $28.12 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to iniduals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

Account Executive Acquisition

UNITED KINGDOM - REMOTE

Sales & Customer Success Department

4426004005

At Skillsoft, we believe skills fuel growth. Our mission is to empower every organization and every learner to turn constant change into continuous growth. As part of the team, your skills will help organizations understand what skills they have, what they need next, and how to apply them in ways that drive real performance and progress.

The Account Executive, Acquisition will prospect for new opportunities, applying a hunter mentality with a strategic, solution-selling approach. This requires needs-based, relationship sales to a erse spectrum of industries.

This inidual will have a track record of over-quota achievement and will grow an ambitious pipeline of business as a result of outbound prospecting, creativity, and simple hard work. This will require the ability to navigate through complex organizations and sell to multiple decision-makers, including the “C Suite”.

OPPORTUNITY HIGHLIGHTS:

• Drive top-line revenue growth through new customer acquisition.
• Sell Skillsoft Content, Platform and Services solutions directly to corporate decision makers.
• Partner with Specialist reps on cross-sell opportunities for new customers.
• Partner with Growth reps on upsell opportunities in a land-and-expand sales motion.
• Win by representing a solution line with key competitive differentiators.
• Influence prospects at the senior leadership level.
• Hunter by nature and working style. Selling is based on math….X number of outreaches, Y conversations, Z meetings to build 4-5X coverage in pipeline.
• Partner with related sales, marketing, and support resources in the successful advancement of critical opportunities and market penetration.
• Develop a thorough understanding of Skillsoft sales plays.
• Meeting prep with research, agendas agreed on by prospect and a tailored presentation coupled with impeccable follow-up.
• Outline measurable and defined business objectives and goals with timelines, (related to revenue and growth of whitespace).
• Provide management, feedback and recommendations on pipeline health, risk, opportunity, and progress.

SKILLS & QUALIFICATIONS:

• Minimum 5+ years of direct sales experience, selling SaaS, B2B, enterprise software to VP, SVP, and C-Level Executives with outstanding quota attainment history.
• Experience in the learning, human capital, human capital technology space is preferred.
• Ability to exceed sales targets, a keen understanding of the steps involved in a sales cycle and ability to leverage each stage to advance the sale.
• Advanced understanding of customer’s business, loves to debate, pushes the customer, has a broad view/perspective.
• Ability to prospect with a structured activity model to maximize revenue growth.
• Skilled at demonstrating solutions and speaking the language of corporate buyers and respectfully challenge their thinking.
• Ability to collaborate and leverage subject matter expertise in a matrixed sales environment.
• Ability to operate with a sense of urgency, be aggressive, competitive, and demonstrate a positive, winning attitude.
• Negotiate effectively based on value and time to close.
• Ability to understand complex client requirements and to clearly articulate the company’s offerings to develop solutions to meet those requirements.
• Expert knowledge/usage of Salesforce.com
• Commitment and ownership of your – and your team’s – success. 
• Willingness to take ownership – and solve – problems.
• Bias towards action.
• An adaptive, agile mindset.
• Willingness to acknowledge, and own mistakes – recognition of humility as a key aspect of continuous improvement.
• Disciplined, process-oriented approach to customer acquisition.

Senior Manager of Revenue Cycle Management (RCM)

Location Remote

Employment Type Full time

Location Type Remote

Department Clinical Operations

OverviewApplication

Senior Manager of Revenue Cycle Management

Remote, Anywhere in the US

About AnswersNow

At AnswersNow, we are trailblazing the future of autism therapy, making it more immediate, accessible, and effective for families everywhere. Our innovative virtual ABA therapy platform is thoughtfully designed by clinicians to recreate the focused, supportive environment of in-person therapy, complete with distraction-free features and interactive activities that enhance engagement and progress.

Our team operates fully remotely—meaning you’ll have the flexibility to work from home, and will never have to report on-site to provide client support. If you're ready to make a meaningful impact and join a team that's reshaping autism therapy, we’d love to hear from you!

About the role

The Senior Manager of RCM will lead the day-to-day operations and continuous improvement of our revenue cycle — ensuring clean claims, fast collections, and accurate revenue recognition. You’ll manage internal and outsourced teams responsible for collections, while partnering closely with Finance, Product, and Clinical Operations to drive strong financial performance and operational excellence.

Job Details

• W2 Employee

• Full-Time (Remote)

Job Requirements

• 3-5 years of progressive experience in healthcare revenue cycle management.

• Demonstrated success improving key RCM metrics (collection rate, AR days, first-pass yield).

• Hands-on experience with EHR, clearinghouse, and billing integrations.

• Proven ability to manage vendors and lead internal or outsourced RCM teams.

• Strong analytical skills with proficiency in Excel, Google Sheets, and Mode or similar BI tools.

What You’ll Do

• Oversee end-to-end revenue operations including claims submission, payment posting, denials, and collections.

• Own and optimize end-to-end RCM workflows, which includes several integrated external vendors, ensuring data accuracy, process efficiency, and high collection performance.

• Manage the patient billing process and ensure a clear, transparent, and family-friendly billing experience.

• Analyze data to uncover operational issues (e.g., coding errors, payer lag) and drive corrective action with Candid and internal partners in Clinical Operations.

• Report RCM performance and insights to Finance and executive leadership.

• Lead and mentor a small team focused on billing, collections, and denial management.

Nice to Haves

• Prior exposure to ABA therapy, behavioral health, or Medicaid billing.

• Experience using Candid and other modern RCM tools.

• Familiarity with AI-driven RCM automation or workflow tools.

What we Offer

• $85,000- $105,000 annual salary

• Fully remote – work from anywhere in the U.S.

• Flexible hours with an async-friendly team culture

• Opportunity to work with modern tools and shape foundational systems

Title: Manager Issue Management - Wealth, Corporate, Commercial & Institutional Banking

Location:

• Minneapolis, MN, United States
• Charlotte, NC, United States
• Milwaukee, WI, United States

Full-time

Hybrid

Job Description:

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

SUMMARY

Wealth, Corporate, Commercial & Institutional Banking (WCIB) Risk Management, led by the Business Line Chief Risk Officer, partners with the business to identify, monitor, and manage risks inherent to its activities. The Manager Issue Management plays a critical role in this framework by strengthening accountability, improving remediation quality, and supporting effective risk governance. The Manager Issue Management provides oversight across the full issue lifecycle, including issue confirmation, resolution planning, milestone management, credible challenge, and validation, to support timely and sustainable remediation of issues impacting WCIB.

RESPONSIBILITIES

The Manager Issue Management is responsible for overseeing the effective execution of the Issue Management program within Wealth, Corporate, Commercial and Institutional Banking (WCIB). This role leads a team of Issue Coordinators and partners closely with business, risk, compliance, audit, and other enterprise stakeholders to ensure issues are identified, governed, remediated, and closed in accordance with Enterprise Issue Management Policy and associated procedures.

BASIC QUALIFICATIONS

• Typically more than 10 years of applicable experience.
• Bachelor's degree, or equivalent work experience.

PREFERRED SKILLS/EXPERIENCE

• Advanced knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business.
• Advanced understanding of the business line's operations, products/services, systems, and associated risks/controls.
• Thorough knowledge of Risk/Compliance/Audit competencies.
• Strong leadership and management skills of processes, projects and people.
• Effective written and verbal communication skills.
• Strong analytical, problem-solving and negotiation skills.
• Proficient computer skills, especially Microsoft Office applications.
• Applicable professional certifications.

This position offers a hybrid/flexible schedule which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Lead Division Financial Analyst

Location:

Arden, NC; Charlotte, NC; Fayetteville, NC; Greenwood, SC or Moon Township, PA.

Hybrid

Job Description:

Eaton's ARS Division is currently seeking a Lead Division Financial Analyst. This is a hybrid position that can be based at one of the following locations: Arden, NC; Charlotte, NC; Fayetteville, NC; Greenwood, SC or Moon Township, PA.

The expected annual salary range for this role is $97000 - $143000 a year.

Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations.

What you'll do:

The Lead Division Financial Analyst is a highly visible and strategic role responsible for providing financial leadership and driving growth across the business. Reporting to the Strategic Business Finance Manager, you will be responsible for supporting the development of commercial finance, analytics/reporting best practices, investment management and strategic planning. This is a transformational role that will work with commercial and operational leaders across the business product lines to provide proactive, insightful analytics enabling the business to achieve its strategic growth goals and manage large strategic investment projects. You will analyze financial data to provide insights related to the operations, while working closely with the ision and plant finance teams, as well as the ision leadership team, to assist decision making and optimize financial performance.

Essential Functions Include:

Financial Analysis: Prepare and deliver regular financial reports and performance updates for management, highlighting key metrics, variances, trends, and improvement opportunities. Partner with plants and functions to develop action plans, strategies, and initiatives to achieve financial targets. Provide financial analysis, due diligence, and decision support for capital investments, business development initiatives, and strategic projects. Support profitability optimization across sales and ision investment portfolios.

Cross-Functional Collaboration: Act as a strong finance partner to sales, marketing, operations, and other cross functional leaders to drive strategic objectives and annual business goals. Provide insightful analysis, scenario modeling, and forecasting to mitigate risks and convert challenges into opportunities. Support SIOP processes by partnering with operations, commercial, and supply chain teams to enhance financial visibility and execution.

Planning and Forecasting: Coordinate business level planning and reporting, including monthly results, rolling forecasts, profit plans, and long term strategic plans. Lead planning activities for Order Entry, Sales (including Price/Mix), and capital in collaboration with plant leadership.

Continuous Improvement: Contribute to finance transformation initiatives, advancing commercial finance capabilities and evolving business partnership models.

What will make you successful?

A successful candidate demonstrates strong financial acumen and excels at partnering with multiple business stakeholders to support informed decision making. You bring a high level of attention to detail, along with strong organizational and time management skills, enabling you to manage multiple priorities effectively. You are highly analytical, self motivated, and can effectively translating complex financial information into clear, actionable insights for non financial audiences. We are looking for candidates who are erse in their backgrounds, perspectives, and experiences, and who can bring fresh and innovative ideas to our team.

Qualifications:

Required (Basic) Qualifications:

• Bachelor's degree in Finance, Accounting or related field from an accredited institution
• Minimum 4 years of progressive Accounting / Finance experience supporting manufacturing operations including business level planning and reporting activities for a top tier organization, P&L or relevant business unit
• High level of proficiency with Microsoft Office, including advanced knowledge of Excel and PowerPoint
• No relocation benefit is being offered for this position. Only candidates within a 50-mile radius of one of the following locations - Arden, NC; Charlotte, NC; Fayetteville, NC; Greenwood, SC or Moon Township, PA - will be considered. Active-Duty Military Service member candidates are exempt from the geographical area limitation.
• Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc.

Preferred Qualifications:

• Master's degree and/or CPA accreditation
• 2 years of data analytics experience
• Experience in providing analysis, recommendations, and communication to senior leadership.
• Comprehensive knowledge of GAAP, Sarbanes Oxley, and Managerial Accounting.

We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.

Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws.

You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at 1-800-836-6345 to discuss your specific need. Only accommodation requests will be accepted by this phone number.

We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

Inpatient DRG Validator (Acute Care)

Location:

• IN-INDIANAPOLIS, 220 VIRGINIA AVE
• Colorado - Denver
• Nevada - Las Vegas
• Minnesota - Mendota Heights
• Connecticut - Wallingford
• Virginia - Richmond
• Ohio - Mason
• Texas - Grand Prairie
• Wisconsin - Waukesha
• Illinois - Chicago
• Georgia - Atlanta
• Maryland - Hanover
• Tennessee - Nashville
• Florida - Tampa
• Virginia - Norfolk
• Maine - South Portland
• Virginia - Ashburn
• Delaware - Wilmington

Remote

Full time

Job Description:

Virtual:  This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development. Alternate locations may be considered.

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.

The Inpatient DRG Validator is responsible for auditing inpatient medical records and generating high quality recoverable claims for the benefit of the company, for all lines of business, and its clients. Also responsible for performing clinical reviews of medical records and other documentation to evaluate issues of coding and DRG assignment accuracy. Specializes in review of DRG coding via medical record and attending physician's statement sent in by acute care hospitals on submitted DRG.

How you will make an impact:

• Analyzes and audits claims by integrating medical chart coding principles, clinical guidelines and objectivity in the performance of medical audit activities.

• Draws on advanced ICD-10 coding expertise, clinical guidelines, and industry knowledge to substantiate conclusions.

• Utilizes audit tools and auditing workflow systems and reference information to make audit determinations and generate audit findings letters.

• Maintains accuracy and quality standards as set by audit management for the auditing concept, valid claim identification, and documentation purposes (e.g., letter writing).

• Identifies new claim types by identifying potential claims outside of the concept where additional recoveries may be available, such as re-admissions, Inpatient to Outpatient, and HACs.

• Suggests and develops high quality, high value concept and or process improvement and efficiency recommendations.

Minimum Requirements:

• Requires at least one of the following: AA/AS or minimum of 5 years of experience in claims auditing, quality assurance, or recovery auditing.

• Requires at least one of the following certifications: RHIA certification as a Registered Health Information Administrator and/or RHIT certification as a Registered Health Information Technician and/or CCS as a Certified Coding Specialist and/or CIC as a Certified Inpatient Coder.

• Requires 5 years of experience working with ICD-9/10CM, MS-DRG, AP-DRG and APR-DRG.

Preferred Skills, Capabilities and Experiences:

• BA/BS preferred.

• Experience with vendor based Diagnosis-Related Group (DRG) Coding/Clinical Validation Audit setting or hospital coding or quality assurance environment preferred.

• Broad knowledge of medical claims billing/payment systems provider billing guidelines, payer reimbursement policies, billing validation criteria and coding terminology preferred.

• Knowledge of Plan policies and procedures in all facets of benefit programs management with heavy emphasis in negotiation preferred.

For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $95,172 to $149,556.

Location(s): Colorado; Illinois; Maryland; Minnesota; Nevada

In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws.

• The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Job Level:

Non-Management Exempt

Workshift:

Job Family:

MED > Licensed/Certified - Other

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.

Who We Are

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.

How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.

We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.

Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.

The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.

Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact [email protected] for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.

Senior Project Manager - Custody/Investment Services

Location:

•  Minneapolis, MN, United States
•  Tempe, AZ, United States
•  San Francisco, CA, United States
•  Walnut Creek, CA, United States
•  Denver, CO, United States
•  Chicago, IL, United States
•  Boston, MA, United States
•  Saint Louis, MO, United States
•  Charlotte, NC, United States
•  New York, NY, United States

Full-time

Hybrid

Job Description:

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

U.S. Bank is seeking an experienced Project Manager to join the Project Management team supporting Wealth, Corporate, Commercial and Institutional Banking (WCIB). This role will play a critical part in the successful evaluation, execution and ongoing performance of strategic projects that strengthen U.S. Bank's value proposition. This position will support our Investment Services business. The role will be focused on operations and will not be closely aligned to technology.

Key Responsibilities

• Lead and manage strategic projects and workstreams with cross-functional teams, ensuring the successful execution of partnership initiatives

• Engage with stakeholders to drive, monitor, and track initiative progress against objectives and timelines

• Communicate clearly and effectively while demonstrating professionalism and building credibility as a key team member

• Assist in the development of business cases and presentation materials for senior-level stakeholder review and support

• Support the alignment of partnership priorities with ongoing business line objectives and product roadmaps

Project Management Responsibilities

• Stands up core working team, defines roles and responsibilities

• Creates project plan and charter

• Facilitates weekly/monthly core working team meetings

• Organizes monthly Steering Committee meetings

• Reporting

• Escalates risks and tracks/mitigates risks proactively

• Monitors scope and manages change requests to prevent scope creep

• Manages overall project schedule

• Project level vendor liaison

• Ensures accountability of project team members by tracking commitments, following up on deliverables, and reinforcing ownership of assigned tasks

Basic Qualifications

• Master's degree, or equivalent work experience
• 10 or more years of experience in project management activities

Preferred Skills/Experience

• Prior knowledge of the financial services industry, specifically Fund and Investment Servicing such as Custody, Administration, etc.

• Prior experience with Cryptocurrency Custody and/or DTCC projects highly valuable

• Creative and strategic thinking

• Flexibility - able to shift priorities based on the needs of the business

• Proven ability to work with cross-functional teams to deliver on a common goal

• Strong interpersonal skills and the ability to develop relationships with team members and customers

• Organizational and time management skills to manage multiple priorities effectively

• Analytical and problem-solving skills

• Demonstrated management and leadership skills, including motivating teams and resolving conflicts constructively

• Excellent verbal and written communication skills

• Prior experience with Microsoft products such as Excel, Word, and Visio

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. 

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Title: PWM Private Wealth Advisor

Location: Los Angeles, CA, United States

Hybrid

Job Description:

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• 10 or more years of experience in high and ultra-high net worth client wealth management activities

Preferred Skills/Experience

• Excellent relationship management, networking, and business development skills
• Extraordinary talent for driving business
• Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
• Ability to partner with colleagues to identify and service unique clients' needs
• Well-developed analytical and problem-solving skills
• Excellent writing, speaking, and presentation skills
• Ability to make critical decisions independently
• Professional designation such as CFA or CFP is preferred

This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $159,970.00 - $188,200.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

IT Project Manager III

Location: Charlotte, North Carolina (Hybrid)

Employment Type: Contract

Duration: 12 months

Role Overview

This role is responsible for the planning, coordination, and delivery of defined deliverables, which requires engagement from multiple teams. The position ensures that execution and delivery meet client expectations in terms of functionality, quality, timeline, and cost. The IT Project Manager will facilitate synchronization points across organizations and lead project governance to ensure compliance with all guidelines for any given release.

Key Responsibilities

• Communicate work objectives to relevant teams.
• Coordinate the delivery of project components.
• Manage risks and ensure compliance with established standards.
• Provide end-to-end visibility into the health of deliverables.
• Coordinate governance items across multiple parties to ensure they meet enterprise standards.

Required Qualifications

• General background and understanding of project management and project documentation.
• Experience working on medium to large projects involving multiple application development streams.
• Ability to understand the technical design and architecture of a project.
• Ability to navigate technical discussions, influence outcomes, and gain consensus on topics such as design, timing, and scope.
• Proficiency with API structures and the ability to connect dependencies between different systems.
• Knowledge of working on project Risk & Governance documentation.
• Full conversancy with Agile Lean Software Delivery Life Cycle and/or iterative development life cycles.
• Experience with Agile tools, particularly Jira.
• Ability to work in a high-paced environment and handle multiple, competing priorities.
• Strong organizational and detail-oriented skills, with the ability to manage multiple workstreams.
• Developed interpersonal skills and the ability to solicit input from others.

Preferred Qualifications

• Prior experience in the banking industry, specifically in the online banking space.
• Prior experience working as part of a Lean-Agile team.

Compensation

The pay rate for this position is between $60.00 and $62.10 per hour.

We are an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. We will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

Apex uses a virtual recruiter as part of the application process. Click here for more details.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click here for more details.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.

Employee Type:

Contract

Location:

Charlotte, NC, US

Job Type:

Date Posted:

March 26, 2026

Pay Range:

$60 - $62 per hour

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Title: Software Support Representative (CD/IRA, CIF, Misc)

Location Springfield, MO

Additional Location Allen, Texas; Birmingham, Alabama; Cedar Falls, Iowa; Charlotte, North Carolina; Lenexa, Kansas; Louisville, Kentucky; Monett, Missouri; Springfield, Missouri

Workplace Type Hybrid

Travel 0%

Job Description:

At Jack Henry, we're more than a technology company, we're a force for good in financial services. We're redefining how community banks and credit unions connect with the people they serve. Our mission is rooted in people inspired innovation, empowering financial institutions to deliver seamless, secure, and human centered experiences. We deliver cutting-edge solutions that are paving the way for the next generation of digital banking and payments, but our true impact begins with our associates. If you're ready to help transform an industry and grow with a company that values purpose, collaboration, and excellence then we'd love to meet you.

Jack Henry is seeking a Software Support Representative to join our Banking Operations Support Services team. In this role, you will deliver exceptional Tier 1 support to our banking clients, serving as the first point of contact in a dynamic phone support environment. You'll work within a ticket management system to troubleshoot and resolve customer cases efficiently and professionally.

Our team provides operational support for Jack Henry & Associates' core systems and related add-on modules for both in-house and outsourced customers. Areas of focus include Certificates of Deposit (CD), Inidual Retirement Accounts (IRA), Safe Deposit Boxes, and Customer Information Files.

If you're passionate about delivering outstanding customer service and enjoy problem-solving in a fast-paced environment, we'd love to hear from you!

This is a remote position, and candidates must live within approximately a 70-mile radius of our office locations in Allen, TX; Lenexa, KS; Springfield, MO; or Monett, MO.

This position is ineligible for immigration sponsorship and support. Please do not apply if at any time you will need immigration support now or in the future (i.e., H-1B, STEM OPT Training Plans, etc.).

All positions, regardless of location, may require an onsite interview or in-person onboarding requirement to verify your identity.

What you'll be responsible for:

• Provides level one troubleshooting. Accurately assesses the customer's product issue or problem. Asks the user well thought out or detailed questions and carefully listens to the user's response to fully comprehend the need, product issue, and best avenue for resolving the problem.
• Researches customer problems/issues to increase personal knowledge and familiarity with the supported product and to provide the highest level of support possible. Keeps current on most recent changes and/or upgrades.
• Identifies and resolves application and service issues and any other questions that may arise. Answers general application questions.
• Provides appropriate personnel a precise understanding of user's issues when the problem needs to be escalated to a higher level.
• Monitors incoming cases and emails and resolves in accordance with Service Level Standards (SLS). Uses available support tools to assist the customer and/or recreate the issue.
• Participates in training programs to continuously improve product knowledge and service skills.
• May assist in training new employees or serve as go-to person for team members.
• May manage hardware capacity and performance and assess hardware needs.
• May perform other job duties as assigned.

What you'll need to have:

• Minimum of five years working in a financial institution or in a software support role, with a solid understanding of banking operations and technology.
• Ability to participate in a rotating on-call schedule (approximately one week per month) to ensure uninterrupted client support.
• Ability to clearly explain support issues and maintain a professional, customer-focused demeanor.
• Skilled at analyzing issues, identifying root causes, and implementing effective solutions under pressure.
• Comfortable working in a fast-paced environment and managing multiple priorities while maintaining accuracy and attention to detail.
• Must have the ability to work independently as well as collaboratively with the team.

What would be nice for you to have:

• Strong understanding of the financial services sector, particularly banking and credit union operations.
• Hands-on experience with Certificates of Deposit (CD), Inidual Retirement Accounts (IRA), Safe Deposit Box management, and Customer Information File (CIF) processes within a financial institution.
• Familiarity with Jack Henry core systems such as SilverLake or CIF 20/20.

If you got this far, we hope you're feeling excited about this opportunity. Even if you don't feel you meet every single requirement on this posting, we still encourage you to apply. We're looking for passionate, driven iniduals who align with our mission and can bring unique perspectives to our team.

Why Jack Henry?

At Jack Henry, we live by the motto: "Do the right thing, do whatever it takes, and have fun." It's more than a tagline, it's the foundation of our culture. We recognize that our associates are the key to our success, and we're deeply committed to their wellbeing. That's why we offer comprehensive benefits designed to support your physical, mental, and financial health so you can thrive both personally and professionally.

We're also leading the way in technology modernization, helping financial institutions evolve with speed, security, and flexibility. Our strategy focuses on delivering secure data access, mitigating fraud, and enabling seamless integration. Empowering our teams to build innovative solutions that meet the evolving needs of accountholders.

Culture of Commitment

Ask our associates why they love Jack Henry, and many will tell you it is because our culture is exceptional. We do great things together. Our culture empowers us to rise to challenges, seek new opportunities, and support one another through change. It's this shared commitment that drives our success. We're proud to foster an environment where inclusion, sustainability, and community impact are more than values, they're how we operate. Visit our Corporate Sustainability site to learn more about our culture and commitment to our people, customers, community, environment, and shareholders.

Equal Employment Opportunity

At Jack Henry, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business - and our society - stronger. Jack Henry is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

No one will be subject to, and Jack Henry prohibits, any form of discipline, reprisal, intimidation, or retaliation for good faith reports or complaints of discrimination of any kind, pursuing any discrimination claim, or cooperating in related investigations. Requests for full corporate job descriptions may be requested through the interview process at any time.

Business Insights Analyst - Treasury & Prepaid Solutions

Location:

•  New York, NY, United States
•  Atlanta, GA, United States
•  Minneapolis, MN, United States
•  Charlotte, NC, United States

Full-time

Hybrid

Job Description:

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

SUMMARY

The role is responsible for partnering with business and product stakeholders to translate strategic objectives into actionable analytics and reporting solutions. This position acts as the bridge between Stakeholders/business users and analytics teams - leads requirements‑gathering efforts to identify KPIs, converts business requirements into clear, validated user stories, and supports the development of high‑quality dashboards and self‑service analytics tools. The role ensures analytical outputs are accurate, well‑documented, and fit for decision‑making by promoting transparency, consistency, and data integrity across insights delivery.

RESPONSIBILITIES

• Lead business insights requirements-gathering sessions to identify KPI needs for use cases
• Translate business needs into well-defined requirements. Validate requirements with stakeholders to ensure alignment, clarity, and feasibility.
• Create clear, concise user stories for dashboards, reports.
• Support the development and enhancement of analytics tools, dashboards, and self-service reporting.
• Ensure output accuracy and integrity through detailed validation.
• Document methodologies, assumptions, and definitions to promote transparency and repeatability.
• Partner with business and product stakeholders to understand objectives, pain points, and key decision needs.

REQUIRED

• Typically five or more years of related experience.
• Bachelor's degree or equivalent work experience.

PREFERRED

• 3 or more years of experience in business analysis, analytics, or a related field.
• Experience in financial services, banking, treasury management, payments, or fintech.
• Experience supporting business intake processes including documenting incoming requests, defining scope, capturing requirements and maintaining intake documentation.
• Ability to translate intake requirements into clear Jira user-stories, epics and acceptance criteria.
• Working knowledge of Jira and Agile/Scrum methodologies including backlog management.
• Strong analytical skills to assess data, identify trends and generate actionable insights.
• Experience creating reports, dashboards or analyses using tools such as Excel and Power BI/Tableau.
• Ability to develop and deliver training materials, conduct knowledge‑transfer sessions and support end‑user adoption.
• Strong written and verbal communication skills to effectively collaborate with business and technical stakeholders.
• Detail‑oriented, highly organized, and strong ability to manage multiple priorities in a fast‑paced, matrixed environment.
• Ability to independently structure ambiguous problems and deliver clear insights.
• Strong attention-to-detail with a bias toward accuracy and data integrity.
• Executive presence and the ability to influence without authority.
• Proactive mindset, i.e., anticipates business questions before they are asked.

This position offers a hybrid/flexible schedule which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,725.00 - $138,500.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Title: Senior Procure-to-Pay Analyst

Location: India United States

Job Description:

Keywords Studios, established in Dublin in 1998, now has 70+ studios across Europe, North and South America and Asia with 13,000 employee strength located across 5 continents and 26 countries. The company provides a complete outsourced game art, engineering, testing, audio and localization service for all Console, PC, Handheld and Mobile content, to many of the biggest names in games and interactive entertainment, working on thousands of titles including many of the best-selling titles of the past few years.

Keywords Studios is comprised of many inidual brands, all with something unique to offer our clients. The studios are integrated into the Group by Service Line and use the operating systems and tools deployed by those services lines to ensure people and projects can operate across studios and across geographies.

For more info, please refer to www.keywordsstudios.com

Job Overview:

We are seeking an experienced Workday Finance Functional Consultant with a strong focus on the Procure-to-Pay (P2P) process. You will be responsible for designing, configuring, and optimising Workday Financials to support procurement, supplier management, and accounts payable operations. This role requires close collaboration with business stakeholders, technical teams, and external partners to ensure seamless process integration and system performance

Experience & Requirements

Key Responsibilities:

● Lead Workday P2P functional design, configuration, and testing activities.

● Partner with procurement, finance, and IT teams to gather requirements and translate them into effective Workday solutions.

● Configure and maintain Workday Procurement, Supplier Accounts, and Accounts Payable modules.

● Support end-to-end P2P process improvements, ensuring compliance with internal controls and regulatory requirements.

● Conduct UAT (User Acceptance Testing), troubleshoot issues, and provide post-implementation support.

● Deliver training and documentation for end-users and stakeholders.

● Stay updated on Workday releases and recommend enhancements to leverage new features.

Required Skills & Experience

● 3+ years of Workday Finance functional experience, with a focus on P2P.

● Strong understanding of procurement workflows, supplier lifecycle, and AP processes.

● Proven track record in Workday configuration, testing, and deployment.

● Excellent problem-solving, analytical, and communication skills.

● Ability to work in cross-functional, global teams.

Preferred Qualifications

● Workday Financials Certification

● Workday Procure to Pay for Administrators.

● Experience with integration touchpoints between Workday and third-party procurement or payment systems.

● Knowledge of R2R (Record-to-Report) or O2C (Order-to-Cash) processes.

Desirable Experience

● Workday Expenses Module.

● Prior experience in a PSA Organisation.

● Prior experience of NetSuite.

Role Information: IN

Studio: Location: Keywords India

Area of Work: Finance

Service: Support

Employment Type: Permanent

Working Pattern: Full Time (Remote)

Location:

India

Area of Work:

Finance

Title: Senior Manager, Medicare Sales Compliance Advisory

Location: Remote - Continental United States

Full time

Job Description:

You could be the one who changes everything for our 28 million members. Centene is transforming the health of our communities, one person at a time. As a ersified, national organization, you’ll have access to competitive benefits including a fresh perspective on workplace flexibility.

Applicants for this position have the flexibility to work remotely anywhere in the Continental United States.

Position Purpose:

• Lead and execute the Medicare Compliance Program in alignment with CMS and applicable federal and state regulations, ensuring prevention, detection, and correction of noncompliance and FWA.
• Serve as a compliance advisor and subject matter expert for Medicare programs, interpreting CMS guidance and translating regulatory requirements into actionable business direction.
• Develop, implement, and oversee compliance strategies, policies, and processes that promote ethical conduct, regulatory adherence, and sustainable compliance across Medicare business.
• Identify regulatory risks, analyze trends, escalate issues, oversee corrective action plans (CAPs), and contribute to risk assessments, auditing and monitoring activities as necessary.
• Manage and coordinate regulatory responses and interactions, including audits, data requests, inquiries, and routine communications, ensuring timely, accurate, and consistent submissions.
• Maintain in depth knowledge of Medicare regulations, contracts, and CMS operational guidance, monitoring regulatory changes and advising leadership on compliance impact and implementation needs.
• Partner with cross functional stakeholders to embed compliance requirements into business processes which support compliant execution of Medicare programs.
• Support compliance training and education initiatives for employees, leadership, and FDRs, ensuring awareness of Medicare regulatory program requirements, standards of conduct, and reporting obligations.
• Analyze and report Medicare compliance risks, issues, and trends to senior leadership and compliance committees, supporting informed decision making and regulatory transparency.
• Lead or support process improvement initiatives to strengthen compliance controls, improve audit readiness, and enhance the effectiveness of Medicare compliance operations.
• Build and maintain productive relationships with internal and external stakeholders, including regulators and compliance peers, to influence compliant outcomes in a complex, highly regulated environment.
• Lead a team of compliance professionals building a strong, risk-based compliance culture that supports regulatory adherence, operational effectiveness, and ethical decision-making.
• Performs other duties as assigned.
• Comply with all policies and standards.

Education/Experience:

• Bachelor’s degree in healthcare administration, compliance or related experience or equivalent experience required. Master's Degree or Juris Doctor (JD) preferred.
• 5+ years Compliance experience including reading and interpreting regulatory guidance and assessing risk, overseeing the development and implementation of compliance strategies, administration of correction action plans, and managing regulatory relationships required.
• 2+ years Managed care required.
• Management experience including responsibilities for hiring, training, assigning work and managing staff performance required.

Pay Range: $107,700.00 - $199,300.00 per year

Centene offers a comprehensive benefits package including: competitive pay, health insurance, 401K and stock purchase plans, tuition reimbursement, paid time off plus holidays, and a flexible approach to work with remote, hybrid, field or office work schedules.  Actual pay will be adjusted based on an inidual's skills, experience, education, and other job-related factors permitted by law, including full-time or part-time status.  Total compensation may also include additional forms of incentives. Benefits may be subject to program eligibility.

Centene is an equal opportunity employer that is committed to ersity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law.

Customer Service Agent

Apply

locations

Los Angeles, Johnny Was Headquarters

Full time

R46493

Johnny Was, LLC

At Johnny Was, our mission is to inspire free-spirited optimism through beauty, authenticity, comfort and artistic expression. California Dreaming – the ultimate destination for those who love California and the relaxed modern bohemian lifestyle it embodies.

Our Customer Care Agents will work directly with our most prized possession, our customers. You will enhance our customer experience and maximize web sale opportunity through solutions and subject matter expertise.

You will contribute to department productivity and profitability by handling all customer-led requests, inquiries, and complaints in compliance with the team’s Service Level Agreements (SLA’s) and Key Performance Indicators (KPI’s).

Position Overview:

• Assist customers through multiple channels including voice, email, live chat, social platforms, etc.
• Facilitate and assist customers in order processing, online account creation and account management
• Process online order intervention requests in accordance with corporate policy
• Provide customer support regarding order related inquiries (order status, tracking, replacements, returns, etc.)
• Facilitate and assist customer subscription requests associated with catalog, e-mail and SMS.
• Provide general support and troubleshooting with website navigation
• Effectively escalate relevant feedback, experiences, or issues to promote an environment of customer satisfaction
• Provide cross-functional order support in partnership with E-Comm, Returns, Retail and Loss Prevention departments
• Act as a liaison cross-functionally to prioritize order intervention and order completion
• Act as a SME on www.johnnywas.com customer policy, terms and conditions
• Act as a SME on www.johnnywas.com product, styles and collections
• Deliver exceptional customer experiences that are engaging and personalized while maintaining an environment of genuine and professional customer connections
• Maintain and cultivate effective relationships with internal departments that fosters compassion, respect and teamwork
• Adhere to and ensure compliance of company guidelines and department policies
• Perform other related duties as required and assigned

Requirements:

• 3+ years customer service or call center experience required
• Experience with e-commerce or start up environment strongly preferred
• Experience with fashion brand or luxury retail
• Exceptional communication; verbal, written and interpersonal skills
• Critical thinker, self-starter with great attitude
• Passionate and empathetic; a love of helping others
• Demonstrates superior time management and organizational skills including sensitivity to urgent matters
• Possesses adaptability, resourcefulness, ability to navigate varying request and stress tolerance
• Flexible schedule; some weekends and major holidays
• Zendesk, Salesforce Commerce Cloud, KWI, Microsoft Exchange experience a plus!

Please note this is a hybrid position and agents will be expected to come into the office 2-3 days a week.

Compensation range: $20.00/Hour - $21.00/Hour

Title: Senior Associate, ISO

Location: Remote - Nationwide

Full time

job requisition id R-1015

Job Description:

Schellman is a Top 50 CPA firm and a leading provider of attestation and compliance services. Our professional services focus on security and privacy audits, assessments, and certifications.  Schellman has become one of the largest cybersecurity assessment firms in the United States without providing any traditional accounting services.  We are an accredited multi-framework ISO Certification Body for security, privacy, business continuity, and quality; a globally licensed PCI Qualified Security Assessor and a top provider to clients serving the federal DoD space as a leading FedRAMP 3PAO and the first assessment firm authorized as a CMMC C3PAO. Our specialty and expertise remain in providing best in class Cybersecurity and IT Audits and Attestations. Our culture, approach with clients, and dedication to our values has led us to consistently be a Great Places to Work certified company and rated as a Best Firms to Work For by Accounting Today and a Glassdoor Best Places to Work. We deeply appreciate our employees, as shown by our first core value – People Come First. This is demonstrated in our culture, benefits, and how we handle business. Come see what makes Schellman special!

JOB SUMMARY

Senior associates are primarily responsible for hands-on project execution.  Experienced senior associates have, or are working towards, specialization in one or more service lines and are assigned to projects accordingly. Senior associates are assigned to a specific service delivery principal that is responsible for supervising the associate’s career development.  Additionally, senior associate’s daily activities are closely supervised by the management teams of their assigned projects. Senior associates may supervise associates and/or senior associates when serving as a member of a project management team.

In addition to the hands-on training, Schellman also promotes a continuous learning environment. Team members are encouraged to attend at least one ISO conference and training event every year to stay up to date on data protection requirements and trends. 

Essential Functions:

• Complying with Schellman’s code of ethics and professional conduct, methodologies, policies, and procedures
• Adhering to the professional and regulatory standards relevant to assigned service line specialization(s)
• Promoting Schellman’s company culture and exemplifying Schellman's values
• Establishing high quality relationships and rapport with client personnel
• Managing client expectations to ensure expectations are exceeded
• Completing assigned duties in a timely manner and with a high attention to detail
• Collaborating with fellow project team members in a productive and timely manner throughout the life cycle of each project
• Adhering to project schedules and keeping fellow project team members apprised of the progress of assigned tasks
• Escalating issues internally in a proper and timely manner
• Using discretion and decorum in the timing, form, and content of all client communications
• Booking travel reservations in a timely manner and in accordance with Schellman's travel and expense policies and procedures
• Performing the essential functions of other service delivery positions when qualified and called upon to do so
• Attending project kick-off and closing meetings
• Executing assigned testing procedures, performing detailed analysis, reaching conclusions, documenting results in accordance with company standards, and suggesting ideas for improvements, where applicable
• Drafting project deliverables
• Serving as a contact for clients' basic questions regarding an engagement
• Participating in recruiting and candidate interview activities
• Training project team members
• Acclimating newer team members to Schellman
• Contributing to Schellman's practice development efforts
• Developing an expert knowledge of professional and regulatory standards relevant to assigned service line specialization(s)
• Contributing to Schellman's thought leadership (e.g., articles, webinars, public speaking, etc.)

Knowledge, Skills, and Abilities:

• Working knowledge of Schellman’s services, methodology, and relevant professional standards
• Requisite knowledge of applicable technology and security domains
• High level of attention to detail and quality of work product
• Client service oriented
• Excellent time management, organizational, and verbal and written communication skills
• Ability to work on-site or remotely as a valuable contributor to a collaborative team
• Capable of simultaneously managing assigned tasks for multiple projects
• Proficient using Microsoft Word, Excel, and PowerPoint, as well as Schellman’s service delivery applications
• Full understanding and application of ethics, independence and Schellman’s values

Education, Work Experience and Certifications

• Bachelor's degree in accounting, finance, business management, technology, or other relevant subject area, or equivalent years of experience directly related to the duties and responsibilities specified
• Has completed at least one year of service at Schellman or relevant professional services experience in financial auditing, operational auditing, information systems auditing, internal auditing, information security management or consulting and/or risk consulting
• Professional membership in one (Preferred): ISACA, ISC2, AICPAv 
• Actively pursuing or maintains at least one certification relevant to the Schellman’s services (i.e., CPA, CISA, CISSP, etc.)

Schellman is an equal opportunity employer (EOE) and strongly supports ersity in the workplace; therefore, providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. Schellman uses E-Verify in our hiring process.

At Schellman, we strive to provide a flexible and balanced environment and therefore offer the opportunity to work remotely, unless otherwise stated in the job requirements. Connecting, collaborating and continuous education are also highly valued and therefore we require some travel annually for our Internal Service Delivery roles, which can include in-person training, team meet-ups, and strategy meetings. Service Delivery team members will also be required to travel based on business and client needs.

Title: Staff Accountant I - Hybrid / Full Time

Location: Anacortes, Washington, 98221, United States

Department: Finance

Job Description:

At Island Health, people are at the center of everything we do. As a part of the Finance and Accounting team, you’ll play a vital role in supporting our mission to care for those who care for others. You’ll help create a positive and seamless experience for every team member — ensuring they feel valued, supported, and heard 

• Location: Anacortes, WA. / Hybrid (2-3 days per week)

• Schedule: Full Time / Days

• Salary Range: $38.55 – $56.23 per hour

The Staff Accountant I provides’ support to the Finance department for a broad range of transactional, analysis and other accounting activities. The primary functions of this position include cash reconciliation, cost accounting, payroll, fixed assets and general ledger transactions.

What you will be doing:

• Combines all daily deposit activity from the bank with the cashier data to ensure all deposits are accounted for and completes month end reconciliation of the general ledger to the bank statement addressing and resolving discrepancies with Patient Accounts.

• Updates and maintains the Cost Accounting system as needed and provides reports to management as requested.

• Provides backup for and works with the Payroll Coordinator to support the completion of bi-weekly payroll including review of employee timecards for accuracy and compliance with established policy, procedures and collective bargaining agreement guidelines.

• Prepares balancing report for biweekly payroll. Processes, calculates, and posts a variety of payroll actions including wage garnishments, payroll liability claims, and overtime reports.

• Performs additional responsibilities to ensure accurate check and balances of bi-weekly payroll processing.

• Assists the Controller and Staff Accountant II with daily, monthly, and year-end operations of the Finance Department as needed or assigned.

• Supports other Finance related functions as necessary to ensure efficient department operations.

• Maintains strict confidentiality of all sensitive pay records and finance related information.

• Demonstrated ability to interact positively with Administration, Directors, Managers, Supervisors, peers, coworkers, subordinates, patients and visitors.

What you will bring to the role:

• Minimum of three (3) years of general accounting experience required, with experience managing complex pay-related rules and requirements preferred.

• Previous experience with UKG and MediTech (Expanse) or similar system preferred.

• Associates degree in Business, Accounting or related field required.

• Strong organizational skills and ability to prioritize workload in order to meet tight deadlines in a fast-paced and dynamic work environment.

• Excellent analytical and problem-solving skills

• Be able to demonstrate attention to details and good-record-keeping

• Proficient in Microsoft Office (Word, Power Point, especially Excel).

• Hands-on detail-oriented tasks.

• Team player and can collaborate with other teams in the organization.

• High level of interpersonal skills with demonstrated poise, tact and diplomacy

• Demonstrate a proficient level of professional skill and/or knowledge in accounting and keep current with developments and trends.

• Knowledge and ability to use applicable information technology and systems to meet work needs.

• Excellent communication skills, written and verbal, with the ability to clearly communicate issues to all levels of management.

Make a Difference with Us

At Island Health, every role contributes to our mission of compassionate, high-quality care. Join us and help create a workplace where every team member feels valued and supported.

Why You’ll Love Working Here

We believe in taking care of our people so they can take care of others. When you join Island Health, you’ll enjoy a culture that values integrity, compassion, teamwork, and growth — plus a robust benefits package that includes:

• Comprehensive Medical, Dental, and Vision Insurance

• Generous Paid Time Off and Extended Illness Benefits

• Life Insurance and Long-Term Disability Coverage

• Vested Retirement Contributions and Flexible Spending Accounts

• Tuition Reimbursement and Student Loan Repayment Programs

• Employee Recognition Events and a supportive, community-focused team

Ready to Apply?

Apply today and take the next step in your career with Island Health.

Finance System Analyst

Location: United States

Department: Finance

Requisition Number: FINAN003181

Full-Time

Remote

Job Description:

At Salas O’Brien we tell our clients that we’re engineered for impact. This passion for making a difference applies just as much to our team as it does to our projects. That’s why we’re committed to living our values every day: inspiring, achieving, and connecting as shared owners of our success with a focus on a sustainable future.

Building for the long-term means that all of our team members can expect to work on amazing projects with a people-first approach to problem solving. It also means that each member of our team has truly limitless potential to build a unique, meaningful, and high-impact career—and they’ll receive great total rewards along the way.

About Us:

Founded in 1975, Salas O’Brien is an employee-owned engineering and professional services firm focused on achieving impact for our clients, our team, and the world. We know that tomorrow’s requirements are today’s opportunities, and we are here to design lasting solutions for pressing challenges.

We work across a variety of industries providing integrated engineering and consulting services. Our specialized experience includes design for data centers, healthcare, science and technology, high-rise buildings, clean energy, education, and other building types as well as structural and building sciences, infrastructure asset management, advanced robotics, and more.

Our technical expertise is paired with an exceptional team of business development, human resources, finance and accounting, information technology, and marketing professionals, all of whom play a key role in bringing our commitments to life every day.

Job Summary: This role is responsible for overseeing and providing support to all finance on the accounting and operational systems for Finance. The Finance System Analyst will directly engage with all new mergers to ensure team is supported and systems are functioning.

Responsibilities:

• Identify the business requirements of the new merger organizations and work closely with IT and consultants for the data migration.
• Provide training of Deltek Vantagepoint system to the new merger team members throughout the data migration process and on-site presence at Go-Live.
• Update and maintain the organization training materials and processes for all Vantagepoint transactions and functionalities (project set up, billing, intercompany etc.).
• Attend weekly migration meeting with the consultants and company system conversion team.
• Manage the weekly data migration action items by working with the consultants and new merger team.
• Meet each functional team of the organization and confirm that they are ready to Go-Live with new systems.
• Provide close, focused support to the new team for at least two cycles of the month end close process.
• Work with IT and consultants to troubleshoot the finance processes and financial system issues for the new merger team.

Qualifications and Experience:

• Educational Background: Bachelor’s or master’s degree in finance, accounting, or business administration required.
• Experience: 5 - 7 years of progressive and related financial accounting and ERP system experience.
• Technical Skills: Experience working with Deltek Vision or VantagePoint accounting software is a requirement.
  • Experience in Vision or Vantagepoint migrations is preferred.
  • Job Cost Accounting experience required.
  • Project billing or accounting experience within engineering industry preferred.
  • Expert Microsoft Excel skills required.
• Adaptability: Flexibility and willingness to work on various projects and tasks, embracing new challenges with enthusiasm.
• Initiative: Demonstrated ability to work independently and take initiative to drive projects forward.

Location: Remote - US

Travel: Up to 25%

Compensation & Benefits:

The expected base salary range for this role is $90,000 - $105,000 USD per year. Actual compensation will be determined based on a number of factors including skills, experience, qualifications, and location.

This role is also eligible for performance-based bonuses and a comprehensive U.S. based benefits package, including:

• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and company holidays
• Wellness programs and employee assistance resources
• Professional development support

For more information, visit our full benefits overview here.

Equal Opportunity Employment Statement

Salas O’Brien provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state/provincial, or local laws. Salas O’Brien will accommodate the disability-related needs of applicants as required by law.

Third-Party Agency Notice

Qualifications

Education

Required

Bachelors or better in Finance or related field.

Experience

Required

5-7 years:

5 - 7 years of progressive and related financial accounting and ERP system experience

Title: Sales Development Representative

Location: New York

Department: Revenue

Employment Type

Full time

Location Type

Hybrid

Compensation

• On-target earnings: $90K – $95K • Offers Equity

Middesk is committed to equitable and competitive compensation, including equity and benefits.

This salary range may be inclusive of several career levels at Middesk and will be narrowed during the interview process.

Actual compensation will depend on numerous factors such as: experience, knowledge and skills, qualifications, location, and other job-related factors.

Job Description:

About Middesk

Middesk makes it easier for businesses to work together. Since 2018, we’ve been transforming business identity verification, replacing slow, manual processes with seamless access to complete, up-to-date data. Our platform helps companies across industries confidently verify business identities, onboard customers faster, and reduce risk at every stage of the customer lifecycle.

Middesk came out of Y Combinator, is backed by Sequoia Capital and Accel Partners, and was recently named to Forbes Fintech 50 List.

The Role:

As an SDR at Middesk, you’ll lead our outreach to the banking, lending, and payments sectors, building a foundation for our sales pipeline and driving growth. This role offers a unique chance to make an impact on a high-growth team with strong career advancement potential. You’ll connect with key clients, open new market opportunities, and contribute directly to monthly targets in a fast-paced, ambitious environment. Ready for the challenge? Join us and help shape the future of business identity.

We follow a hybrid work model, and for this role, there is an expectation of 3 days per week in our NYC office. Candidates should be based within a commutable distance, as we believe in the value of in-person collaboration and building strong team connections while also supporting flexibility where possible.

What You'll Do:

• Ignite Growth: Drive lead generation and build relationships through targeted, strategic outreach across multiple channels.

• Engage and Educate: Proactively connect with prospects, present Middesk’s solutions, and become an expert on how we uniquely solve customer needs.

• Strategize Your Approach: Use personalized, research-driven techniques to engage decision-makers at every level.

• Master the Product: Develop deep knowledge of Middesk’s offerings and communicate our value in ways that resonate with our clients.

• Reach and Exceed Goals: Set ambitious targets and stay focused on hitting them monthly and quarterly.

• Hybrid Work Model: This role requires you to report into our NYC office 2-3 days a week, fostering close collaboration and team synergy while allowing for flexibility on other days.

What We're Looking For:

• SaaS Sales Experience: At least 6 months to 1 year in an SDR or similar role, with a proven record of hitting sales metrics.

• High-Energy Communicator: Exceptional verbal and written skills to represent yourself, Middesk, and our customers with clarity and purpose.

• Driven and Resilient: A self-starter who thrives in a dynamic environment, embraces challenges, and pushes through with positivity.

• Goal-Oriented: Demonstrates a track record of achieving and exceeding targets, with a thirst for growth and continuous improvement.

• Collaborative Spirit: A team player who values teamwork, shares insights, and contributes to our culture of integrity, accountability, and support

Nice to Haves:

• Experience in financial services or FinTech

• Startup or high-growth environment experience

• Bachelor’s degree

Title: Senior Finance Analyst, Supply Chain

Location:  Alsip NA Chicago

Hybrid

Full time

job requisition id JR101598

Job Description:

Griffith Foods is hiring a Sr Finance Analyst, Supply Chain who will be responsible for financial management and oversight of the site level Supply Chain Finance. The role leads cost tracking, budgeting, forecasting, financial analysis, and variance reporting, ensuring accurate, insightful, and actionable financial information to drive operational decisions.

This is your opportunity to have a high impact on the company because of its strategic nature to collaborate with other teams and deliver results through achieving short- and long-term business targets. This role plays a key role in shaping site-level financial performance, cost optimization, and margin improvement. You will drive financial transparency and operational efficiency through data-driven insights and process improvements.

As a Sr. Finance Analyst, Supply Chain, your responsibilities will include:

• Partner cross-functionally with Operations, Warehouse, Maintenance, Quality, Sanitation, H&S, and Process Improvement teams to strengthen cost control and performance.

• Own daily and monthly cost tracking, variance analysis, and performance reporting for manufacturing and supply chain activities (Departmental & MFG Expense, LOI, Inventory Reconciliation, Labor Productivity).

• Conduct in-depth cost analysis to identify cost-saving opportunities, improve operational efficiencies, and influence cost drivers in partnership with operations teams.

• Support Capex management, standard cost updates, and continuous improvement initiatives.

• Ensure accurate and timely financial reporting in compliance with corporate and regional requirements.

• Maintain KPI dashboards to monitor operational and financial performance, providing insights for better decision-making.

• Lead semi-annual physical inventory counts to ensure compliance, accuracy, and reconciliation with system records and ensure inventories are properly valued and standards are accurately set and maintained across manufacturing sites.

• Provide recommendations for inventory control to minimize losses and optimize working capital.

• Lead site-level annual budget and quarterly forecast processes for headcount, expenses, inventory, and LOI.

• Partner with plant management, regional Finance, and Operations teams to deliver insightful financial analysis that supports strategic decisions and drives cost efficiency.

• Are a strategic thinker with the ability to see the bigger picture, aligning financial strategies with supply chain initiatives to maximize efficiency and profitability.

• Have a talent for anticipating market trends and proactively planning for risks and opportunities.

• As a partner with the Supply Chain business, you possess a deep understanding of supply chain dynamics and financial principles, enabling insightful guidance on cost optimization and resource allocation.

Qualified candidates will have:

• Bachelor’s Degree (BA or BS) in Accounting or Finance

• Minimum of five (5) years of financial analysis experience

• Experience in a manufacturing environment.

• Currently located within a commutable distance to Alsip, IL.

  Relocation assistance is not available for this role.

• Willing and able to work 2-3 days/week onsite in Alsip, IL

What will set you apart:

• Master’s Degree

• CPA

• Food manufacturing experience

There is potential for a discretionary bonus, with a target of 6% This bonus is based on personal & company performance and is not a guaranteed bonus plan.

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

Medical, Rx, Dental, Vision, Flexible Spending & Health Savings Accounts, EAP, Health Advocacy, Financial Planning, Parental Leave, Care.com, Adoption & Surrogacy Assistance, Education Assistance/Tuition Reimbursement, Safety Reimbursement, Lifestyle Spending Account, Group Life & AD&D, Voluntary Life Insurance, Short Term & Long Term Disability, 401(k) Plan with Company Match, ESOP, PTO, Holiday’s & Leaves, Accident Insurance, Critical Illness Insurance, Hospital Indemnity, Home & Auto Insurance, Pet Insurance, Identity Theft Protection, Long Term Care + Life Insurance & Legal Assistance.

This role is affiliated to the Alsip, IL location, and candidates for this role need to reside within a commutable distance that location and will be required to come into that location.  You may be asked to travel to other locations periodically for meetings.  

At Griffith Foods, you can be a member of a globally connected team that is known for true, collaborative innovation, guided by our purpose to Blend Care and Creativity to Nourish The World. We are a family-owned business, founded in 1919 and headquartered in Alsip, Illinois USA. Our product capabilities range from seasonings and marinades to coating systems and sauces that are better for people and better for the planet.

At Griffith Foods, we aim to create a regenerative future and build food systems that are sustainable and resilient for both people and the planet. A sustainable supply chain enables us to deliver high-quality products in a way that supports the growers and farming communities.

EQUAL EMPLOYMENT OPPORTUNITY

Griffith Foods believes that all persons are entitled to equal employment opportunity. Griffith Foods does not discriminate against qualified employees or applicants because of the following actual or perceived characteristics: race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, breastfeeding or related medical condition, national origin, ancestry, citizenship, age, physical or mental disability, genetic characteristic or information, AIDS or HIV status, order of protection status, marital status, military or veteran status, unfavorable discharge from military service, or any other status protected by federal, state, or local law. Equal employment opportunity will be extended to all persons in all aspect of the employer-employee relationship, including recruitment, hiring, participation in benefit programs, training, promotion, transfer, discipline, layoff, recall, and termination.

EQUAL EMPLOYMENT OPPORTUNITY

Griffith Foods believes that all persons are entitled to equal employment opportunity. Griffith Foods does not discriminate against qualified employees or applicants because of the following actual or perceived  characteristics: race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, breastfeeding or related medical condition, national origin, ancestry, citizenship, age, physical or mental  disability, genetic characteristic or information, AIDS or HIV status, order of protection status, marital status, military or veteran status, unfavorable discharge from military service, or any other status protected by federal, state, or local law. Equal employment opportunity will be extended to all persons in all aspect of the employer-employee relationship, including recruitment, hiring, participation in benefit programs, training, promotion, transfer, discipline, layoff, recall, and termination.

Benefits:

Benefits for this role include Medical, Rx, Dental, Vision, Flexible Spending & Health Savings Accounts, EAP, Health Advocacy, Financial Planning, Parental Leave, Care.com, Adoption & Surrogacy Assistance, Education Assistance/Tuition Reimbursement, Safety Reimbursement, Lifestyle Spending Account, Group Life & AD&D, Voluntary Life Insurance, Short Term & Long Term Disability, 401(k) Plan with Company Match, ESOP, PTO, Holiday’s & Leaves, Accident Insurance, Critical Illness Insurance, Hospital Indemnity, Home & Auto Insurance, Pet Insurance, Identity Theft Protection, Long Term Care + Life Insurance & Legal Assistance. There is also potential for a discretionary bonus, this bonus is based on personal & company performance and is not a guaranteed bonus plan.

Title: Director, Business Lending & Operations

Location: Newport News, Virginia, 23606, United States

Department: Lending

Job category: Lending

Requisition number: DIREC004281

• Full-time

• Hybrid

• Locations

  Showing 1 location

  City Center

  721 Lakefront Commons
  Newport News, VA 23606, USA

Job Description:

Job details

Description

Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley.

Langley Federal Credit Union is one of the 100 largest credit unions in the United States, with over $5B in assets and over 390,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia.

Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to:

Investing in You:

• Educational Assistance, encompassing books, lab fees, registration costs, and more.
• Support for Student Loan Repayment.
• Abundant Career Growth Opportunities.

Time Off That Matters:

• Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap.
• Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too!
• Paid Sick Time for all team members.

Financial Security:

• Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option.
• Company-covered short- and long-term disability insurance.
• Complimentary Life Insurance and the choice of additional Voluntary Life Insurance.
• Flexible Health Care and Dependent Care benefits.

Langley Federal Credit Union is currently hiring for a Full Time Director, Business Lending & Operations to work a hybrid schedule from our City Center Headquarters located in Newport News, VA.

Job Summary:

Oversees Business Lending credit and operational functions, including underwriting, loan servicing, portfolio administration, and treasury management risk controls. Leads teams handling credit analysis, loan structuring, documentation, servicing operations, and member service resolution for commercial and business lending. Ensures consistent underwriting standards, operational efficiency, and effective portfolio monitoring. Manages treasury management risk for ACH, wires, and payment solutions. Develops scalable lending processes, oversees commercial lending technology platforms, and ensures accurate reporting and compliance with NCUA regulations. 

Essential Functions, Duties, and Responsibilities:

• Hires, develops, and manages staff responsible for commercial underwriting, credit analysis, loan servicing, treasury management, and commercial lending operations, and provides senior oversight of underwriting and credit structuring for complex C&I, CRE, and business lending transactions, including covenant design, collateral structures, and financial analysis.
• Establishes and maintains underwriting standards, credit policy & procedures, and operational controls to ensure sound lending practices and regulatory compliance, as well as quality control over credit memos, loan approvals, annual reviews, covenant tracking, and borrower financial monitoring.
• Oversees the commercial loan pipeline from intake through underwriting, approval, closing, and servicing, ensuring efficiency and timely execution, and directs all loan servicing and portfolio administration activities, including financial statement collection, covenant compliance monitoring, and portfolio risk reporting.
• Oversees operational processes related to loan documentation, closings, post-closing review, and system boarding.
• Provides oversight of treasury management risk controls for business services, including ACH, wire transfers, and other payment solutions.
• Monitors the quality of the commercial loan portfolio, including risk rating migration, policy exceptions, past due loans, and credit performance trends, and develops and maintains appropriate risk rating and profitability matrix tools in partnership with Finance and executive leadership expectations.
• Ensures accurate and timely regulatory and internal reporting, including portfolio analytics and NCUA-related reporting requirements.
• Leads initiatives to improve commercial lending processes, systems, and technology, including loan origination and servicing platforms.
• Manages intake processes and ensures strong service standards for business members, including resolution of complex service or operational issues.
• Identifies emerging credit or operational risks and escalates issues to the department Vice President as appropriate.
• Assists with leadership of the Business Lending department in the absence of the Vice President.

Qualifications:

• Bachelor’s degree in Business Administration, Accounting, Finance, Economics, or related field required. Master of Business Administration, Finance, or related degree preferred.
• Eight to ten years of commercial lending experience, including underwriting complex C&I and commercial loan transactions, required.
• Minimum 5 years of experience leading or managing credit, underwriting, or commercial lending operations teams.
• Expert knowledge of commercial credit analysis, financial statement analysis, loan structuring, and covenant design required.
• Understanding of treasury management services and associated operational risk controls preferred.
• Advanced knowledge of commercial lending technology platforms, including loan origination and servicing systems.
• Comprehensive understanding of regulatory requirements governing commercial lending within a credit union environment, including NCUA guidance.
• Strong organizational and leadership skills with the ability to manage multiple priorities and deadlines.

Competencies:

• Service Champion – Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
• Langley Ambassadors – Demonstrates a passion for Langley’s vision, encouraging ersity, equity, and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results.
• Agile in Action – Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
• Team Driven – Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
• Continuous Learners – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions, duties, and responsibilities of this position. Reasonable accommodations may be made to enable iniduals with disabilities to perform the essential functions. 

While performing the duties of this job, the employee is required to sit for extended periods of time and use their arms, hands, and fingers to reach and manipulate a computer workstation.  Specific vision requirements for the job include close vision (at twenty inches or less) needed to view computer monitors.  The ability to hear and speak clearly is needed to interact with coworkers, members, and vendors.     

Working Conditions:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable iniduals with disabilities to perform the essential functions.  The noise level within the office environment is typically moderate.

This job description is not designed to cover or contain a comprehensive listing of functions, duties, or responsibilities that are required of the employee. Functions, duties, and responsibilities may change, or new ones may be assigned at any time with or without notice.

Essential Functions, Duties, and Responsibilities:

• Hire, develop, and manage staff responsible for commercial underwriting, credit analysis, loan servicing, treasury management, and commercial lending operations.
• Provide senior oversight of underwriting and credit structuring for complex C&I, CRE, and business lending transactions including covenant design, collateral structures, and financial analysis.
• Establish and maintain underwriting standards, credit policy & procedures, and operational controls to ensure sound lending practices and regulatory compliance.
• Oversee the commercial loan pipeline from intake through underwriting, approval, closing, and servicing while ensuring efficiency and timely execution.
• Maintain quality control over credit memos, loan approvals, annual reviews, covenant tracking, and borrower financial monitoring.
• Develop and maintain appropriate risk rating and profitability matrix tools in partnership with Finance and executive leadership expectations.
• Direct all loan servicing and portfolio administration activities including financial statement collection, covenant compliance monitoring, and portfolio risk reporting.
• Oversee operational processes related to loan documentation, closings, post-closing review, and system boarding.
• Provide oversight of treasury management risk controls for business services including ACH, wire transfers, and other payment solutions.
• Monitor the quality of the commercial loan portfolio including risk rating migration, policy exceptions, past due loans, and credit performance trends.
• Ensure accurate and timely regulatory and internal reporting including portfolio analytics and NCUA-related reporting requirements.
• Lead initiatives to improve commercial lending processes, systems, and technology including loan origination and servicing platforms.
• Manage intake processes and ensure strong service standards for business members, including resolution of complex service or operational issues.
• Identify emerging credit or operational risks and escalate issues to the department Vice President as appropriate.
• Assist with leadership of the Business Lending department in the absence of the Vice President.

Qualifications:

• Bachelor’s degree in Business Administration, Accounting, Finance, Economics, or related field required. Master of Business Administration, Finance, or related degree preferred.

• Eight to ten years of commercial lending experience including underwriting complex C&I and commercial loan transactions required.

• Minimum 5 years of experience leading or managing credit, underwriting, or commercial lending operations teams.

• Expert knowledge of commercial credit analysis, financial statement analysis, loan structuring, and covenant design required.

• Understanding of treasury management services and associated operational risk controls preferred.

• Advanced knowledge of commercial lending technology platforms including loan origination and servicing systems.

• Comprehensive understanding of regulatory requirements governing commercial lending within a credit union environment including NCUA guidance.

• Strong organizational and leadership skills with the ability to manage multiple priorities and deadlines.

Competencies:

• Service Champion – Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
• Langley Ambassadors – Demonstrates a passion for Langley’s vision, encouraging ersity, equity and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results.
• Agile in Action – Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
• Team Driven – Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
• Continuous Learners – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions, duties, and responsibilities of this position. Reasonable accommodations may be made to enable iniduals with disabilities to perform the essential functions. 

While performing the duties of this job, the employee is required to sit for extended periods of time and use their arms, hands and fingers to reach and manipulate a computer workstation.  Specific vision requirements for the job include close vision (at twenty inches or less) needed to view computer monitors.  Ability to hear and speak clearly are needed to interact with coworkers, members and vendors.     

Working Conditions:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable iniduals with disabilities to perform the essential functions.  The noise level within the office environment is typically moderate.

This job description is not designed to cover or contain a comprehensive listing of functions, duties or responsibilities that are required of the employee. Functions, duties, and responsibilities may change, or new ones may be assigned at any time with or without notice.

Title: Payroll Specialist (Hybrid)

Location: 1 First American Way, Santa Ana, CA 92707

Job Description:

Who We Are

Join a team that puts its People First! Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, ersity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all.

What We Do

Responsible for the processing of bi-weekly, multi state payroll for 15,000+ employees in an efficient, accurate and timely manner, answering employee questions and troubleshooting issues, while following the established controls, check points & guidelines.

What You'll Do:

• Performs a wide variety of payroll duties including balancing, problem research and resolution
• Computing wage and overtime payments
• Calculating and recording payroll deductions
• Process special check requests and terminations according to state requirements
• Calculating and posting pay runs and supplemental runs
• Validation and balancing of system output through the use of registers and reporting
• Researching and correcting out of balance conditions
• Maintaining knowledge of multi- state payroll laws
• May train less experienced Administrators
• May perform other related duties or ad hoc projects within the scope of responsibilities
• Import/Export Payroll interface files from 3rd party vendors

What You'll Bring:

• Typically has 4+ years of related experience
• High School Diploma or equivalent
• CPP designation preferred
• Good math and accounting aptitude
• Excellent verbal and written communication skills
• Strong organizational skills with the ability to multi task, prioritize and work under pressure
• Understanding of HRMS systems and payroll processing best practices
• Learn and develop basic ad-hoc reporting capabilities
• Proficient with Microsoft Office

Pay Range: $26.88 - $35.83 Hourly

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County.

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

What We Offer

By choice, we don’t simply accept iniduality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates ersity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

Title: Debt Capital Markets Operations Specialist

locations

Correspondent - Atlanta

time type

Full time

job requisition id

R-04840

Job Description:

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, inidual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

SUMMARY/OBJECTIVES

It is the responsibility of the Senior Debt Capital Markets Specialist I to take ownership of all tasks and challenges that they encounter in the operation of their assigned position.  This position is responsible for, but not limited to, processing securities transactions with a high degree of accuracy in a various operational system. Works in a fast-paced environment balancing multiple requests simultaneously. Independently leverages technology and resources to achieve routine efficiencies. Provides extraordinary customer service in a professional team environment.

ESSENTIAL FUNCTIONS

This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:

• Provides extraordinary customer service to customers, colleagues, and associates (both internal and external) enthusiastically, professionally and with confidence through various means of communication
• Responsible for the accurate processing of securities transactions through various systems which includes the entry of detailed information for establishing new accounts, new security issue set up, trade tickets, settlements, payments of principal / Interest and pledging, etc.
• Leverages technology and resources appropriately to perform various functions efficiently including communications, recordkeeping, reporting, etc.
• Researches and resolves issues independently
• Provides knowledge sharing with team members to strengthen understanding of processes, controls and regulatory requirements
• Participates in proactive team efforts to achieve departmental and company goals
• Remain knowledgeable of changes affecting securities processes that may create operational of service opportunities
• Strive to achieve an in-depth understanding of securities and processing as well as a general understanding of other Division services
• Maintain good relationship with internal and external customers, management team, and other contacts
• Ensure that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
• Provide assistance to other employees by liaising with them through healthy and positive interactions
• Be involved in performing marketing endeavors/efforts
• Continuously update skills by participating in professional training
• Seek opportunities to improve skills through cross-training offered by the Bank
• All other tasks, responsibilities, or duties, as directed by management

Reasonable accommodations may be made to enable iniduals with disabilities to perform the essential functions.

COMPETENCIES

• Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department
• Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank
• Must have good knowledge of business English, including spelling and punctuation
• Must possess basic English language skills to write and speak clearly, and effectively with coworkers and customers
• Must be well-organized, accurate, and attentive to detail
• Must be cooperative and willing to assist coworkers and customers on a regular basis
• Must have effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others
• Must possess excellent multi-tasking skills and be able to function well under pressure
• Must be able to remain composed under pressure and respond to customer and coworker concerns regularly
• Must have a keen eye for detail and follow instructions to the letter
• Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times

Qualifications, Education, and Certification Requirements

• Education: Minimum High School diploma or general education degree (GED)
• Experience: One to three years related experience and/or training
• Certifications/Specific Knowledge: None

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS

This position requires a large amount of time in front of a computer.  This can be done sitting or standing with use of the right desk. Must be able to remain seated or work standing in a confined area on a computer. Must be able to constantly enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift.

WORK ENVIRONMENT

Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred.  Requirements are subject to change, as new systems and technology is delivered.

TRAVEL

Travel may be required to attend meetings, conferences or training as needed.

Work Location: 400 Interstate N Parkway, Ste 1200 Atlanta, Georgia 30339

Equal Opportunity Employer, including disabled/veterans.

Department: Accounting/Finance/HR

Location: Waterford, WI

Work Type: Hybrid, Full Time

Job ID: STAFF001429

Job Description:

Work Hours: Monday - Friday 8:00am - 4:30pm

Position Overview: We are looking for a Staff Accountant to join our team in Waterford, WI. In this role you will prepare financial schedules, general ledger account analysis, other financial support activities (AR, AP) in accordance with Avidity Science’s policies and procedures, following GAAP and government regulations.

Key Job Responsibilities:

• Prepare balance sheet and income statement account reconciliations as required.

• Prepare and enter standard and non-standard journal entries.

• Perform other financial accounting month end duties.

• Perform year-end close requirements and complete assigned audit schedules.

• Respond to internal and external requests and inquires within a timely manner.

• Processing Invoices and Credit Memos

• Backing up Accounts Payable

Skills, Knowledge & Abilities:

• Knowledge of standard manufacturing and business tools, including Microsoft Office

• Knowledge and understanding of Financial Statements.

• Ability to effectively communicate both written and verbal with the Executive Staff, Managers, Supervisors, and external Accounting firm regarding financial results.

• Ability to learn quickly and independently.

• Ability to adapt to rapidly changing environments.

• Ability to manage projects to scheduled commitments and budgets.

• Ability to read and interpret financial data.

• Professional level presentation skills.

• Strong technical aptitude and problem-solving skills.

What You Bring to the Table:

• Bachelor's degree in accounting (or a related field) and 3 years of experience OR Associate's degree in accounting (or a related field) and 5 years of experience.
• Experience with SOX compliance is highly preferred.

What We Offer:

• Medical, dental, vision, life insurance, disability, accident insurance, critical illness, and hospital indemnity
• 401k with company match
• Performance Bonus Plan
• PTO and paid holidays
• Supportive and Inclusive work culture
• Community Involvement Opportunities, Paid volunteer time, Flextime
• Tuition Reimbursement 
• Balance of a collaborative & independent working environment
• And more!

About Avidity Science: For over 50 years, Avidity Science has been the global leader in water purification technologies in the biomedical, life sciences and clinical research markets. We are proud to be a trusted partner to the global science community, delivering high quality, innovative products and unrivaled service. At Avidity Science, what you do matters. Our team of over 300 talented employees around the world each play a vital role in delivering on our Vision of enabling science to improve the quality of life. Avidity Science is an ATS Company, a publicly traded company.

Our Company Values: Safety, Accountability, Respect, Integrity, Passion and Collaboration are the values we live every day, around the world. We are passionate about our most important asset – our people – and cultivate an environment that provides development opportunities to grow professionally.

Title: Senior Compliance & Employee Relations Specialist

Location: Warrendale, PA

Hybrid

Job Description:

SAE Industry Technologies Consortia (ITC), Performance Review Institute (PRI) and SAE International (SAE), deliver shared solutions to industry's common challenges.

Join us and create a higher standard for a better world.

The Senior Employee Relations & Compliance Specialist serves as the organization’s subject matter expert on employee relations, workplace investigations, and employment compliance. This role ensures consistent, fair, and legally sound handling of sensitive issues while mitigating organizational risk and enabling HRBPs to maintain trusted advisory relationships.

ESSENTIAL FUNCTIONS

• Lead and conduct complex employee relations investigations, including performance-related issues, misconduct, and policy violations
• Advise HRBPs, managers, and senior leaders on employment law, policy interpretation, and risk management
• Partner with HR Operations to advise and manage complex LOA cases.
• Ensure compliance with federal, state, and local employment regulations, including FLSA, ADA, EEO, Immigration and leave laws
• Develop, update, and maintain employee relations policies, procedures, and investigation protocols
• Maintain thorough documentation, case tracking, and risk assessments through the company’s third party ethics hotline
• Partner with legal counsel on high-risk or escalated matters

ADDITIONAL DUTIES

• Provide training to managers and HR staff on ER and compliance topics
• Support audits, regulatory inquiries, and compliance reporting
• Monitor regulatory changes and proactively recommend policy updates

MINIMUM REQUIREMENTS

• Bachelor’s degree required; Master’s degree, or HR certification preferred
• 8-10+ years of experience with employee relations, investigations, or employment compliance
• Expertise in U.S. employment law; global exposure a plus
• Proven ability to handle highly sensitive and confidential matters

WORKING CONDITIONS AND PHYSICAL/MENTAL REQUIREMENTS

The ideal candidate must be able to complete all physical requirements of the job with or without reasonable accommodations:

• This work is primarily based in an office environment
• Standard onsite office hours with some hybrid working flexibility
• Requires less than 25% travel
• Sits for extended period of time while working at a desk or computer
• Regular use of a computer, keyboard and mouse
• Manual dexterity to perform repetitive tasks
• Occasional lifting and carrying up to 20 lbs
• Mobility within the office
• Learn new tasks, remember processes, maintain focus, complete tasks independently
• Clear and effective verbal and written communication skills

ABOUT THE ORGANIZATION

SAE Industry Technologies Consortia® (SAE ITC) enables organizations to define and pilot best practices. SAE ITC industry stakeholders are able to work together to effectively solve common problems, achieve mutual benefit for industry, and create business value.

The Performance Review Institute® (PRI) is the world leader in facilitating collaborative supply chain oversight programs, quality management systems approvals, and professional development in industries where safety and quality are shared values.

SAE International® (SAEI) is a global organization serving the mobility sector, predominantly in the aerospace, automotive and commercial-vehicle industries, fostering innovation, and enabling engineering professionals. Since 1905, SAE has harnessed the collective wisdom of engineers around the world to create industry-enabling standards. Likewise, SAE members have advanced their knowledge and understanding of mobility engineering through our information resources, professional development, and networking.

Fullsight is a shared services group working across three affiliate organizations, SAE ITC, SAE International, and Performance Review Institute (PRI), uniformly delivering HR, IT, Legal, Customer Success, Finance, and Procurement services, which enables us to distribute resources across all parts of our businesses.

EEO CLAUSE

Fullsight provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Title: Mortgage Underwriter (Non-QM Specialist)

Location: Central Time Zone - Remote

Job Description:

time type

Full time

job requisition id

R014324

Be part of a team that's committed to making a difference. We believe in our work and our customers.

Position Location

Remote Type

Remote

Office Location (if not fully remote):

n/a

Job Description

Location: Remote (Work-from-home flexibility)

The Opportunity:

Are you a detail-oriented credit expert who thrives on solving complex financial puzzles? We are seeking a Mortgage Underwriter with a deep background in Non-QM and residential lending. In this role, you won’t just check boxes; you will exercise high-level judgment to evaluate risk, identify viable loan paths, and ensure the highest quality of credit decisions in a fast-paced, collaborative environment.

Key Responsibilities:

• Technical Underwriting: Perform comprehensive reviews of loan applications, including complex income docs, tax returns, P&L statements, and appraisals to ensure total accuracy.

• Risk Evaluation: Classify and qualify loans according to company and secondary market guidelines, conducting "reasonableness tests" to ensure sound business decisions.

• Strategic Problem Solving: Rework loan terms and identify creative, compliant conditions to turn challenging files into viable credit decisions.

• Collaborative Communication: Act as a bridge between Loan Originators, Processors, and Management to resolve compliance or funding hurdles with clarity and speed.

• Industry Expertise: Maintain an elite understanding of Fannie Mae (DU), Freddie Mac (LP), and emerging Non-QM products to stay ahead of market shifts.

• Quality Assurance: Ensure all files are audit-ready, maintaining acceptable turnaround times while upholding the integrity of the funding package.

Who You Are:

• A Critical Thinker: You don't just see numbers; you see the story behind the borrower's profile and can defend your decisions with logic and data.

• A Non-QM Expert: You have specific experience with non-traditional mortgage products and manual underwriting policies.

• A Cultural Pillar: You value accountability, ersity, and a "can-do" spirit, contributing to a team environment that is both professional and high-energy.

Qualifications:

• Experience: 4–6 years of mortgage experience, with at least 4+ years of residential underwriting (including second-level review/approval authority).

• Specialized Knowledge: Non-QM experience is required. Proficiency in Encompass and fraud-detection tools is highly preferred.

• Education: Bachelor’s degree in Finance, Accounting, Economics, or Business (or equivalent career experience).

• Soft Skills: Exceptional written communication and the ability to manage internal/external relationships under tight deadlines.

• Remote Setup: A dedicated, quiet home workspace with high-speed internet.

Fairway Home Mortgage, founded in 1996, is a nationwide leader in the mortgage industry. Customer service is at the heart of everything we do. We deliver personalized loan solutions with some of the fastest turn times in the industry. Our mission is to act as trusted advisors, guiding clients through every step of the mortgage process to exceed expectations and ensure satisfaction.

Our culture promotes innovation, growth, and collaboration, offering exciting career paths and professional development. Whether you're starting out or advancing your career, Fairway is a place where your skills and ambitions can thrive.Current Employees: Head to the Fairway Careers Hub in Workday for internal job openings.

We post some job openings internally for our employees and others externally for the general public. If you cannot find the perfect role right now. We can answer any questions and keep you updated on future opportunities.

View our E-Verify and Right to Work notices HERE.

Important Notice to Job Seekers! We’ve been made aware of fraudulent messages falsely claiming to be from Fairway recruiters, including links to assessments. These are not legitimate and are not affiliated with Fairway Independent Mortgage Corporation. We’re working with our Information Security team to address this issue. Thank you for your vigilance and continued interest in joining Fairway! All official communication will come from verified Fairway email addresses or our official LinkedIn page. If you receive a suspicious message, please do not click any links and notify us.

Title: L3 Production Support Engineer

Location: New York, New York, United States

Hybrid Delivery center Full time

Department: Delivery center

Job Description: 

28Stone is a full service custom solutions firm. We offer a wide range of services - from ‘tip of the spear’ advisory, application design, system architecture to implementation, testing and deployment.

We partner with the world’s leading financial institutions to design and build robust financial applications that improve their business performance while reducing system risk, cost and time to market.

We develop technology of value: we are proud of our proven track record of delivering quality results and the trust our clients place in us with ongoing, repeat engagements.

Role Summary

You understand fixed income and credit instruments, how they flow through a trading lifecycle, and why data breaks in the ways they do. And you write serious SQL — not occasional queries, but complex joins, window functions, stored procedures, and schema-level investigation as a daily practice.

Important: All candidates will complete a live SQL assessment as part of the interview process. This reflects what the role actually requires day to day.

What You’ll Do:

• Investigate and resolve complex L3 production issues involving trade data, positions, holdings, reconciliation breaks, and downstream reporting failures.
• Trace issues end-to-end across the trading lifecycle — from order and execution through allocation, settlement, and accounting feeds — to isolate root cause.
• Write, debug, and optimize T-SQL queries daily: complex joins, window functions, CTEs, views, and stored procedures.
• Author and modify stored procedures as part of issue resolution and ongoing operational improvements.
• Diagnose failed data imports/exports, ETL failures, interface errors, and data feed disruptions across OMS, accounting, and custody systems.
• Partner directly with portfolio managers, traders, operations staff, and technology teams to communicate findings and drive resolution.
• Document issues and resolutions clearly; contribute to operational runbooks and knowledge base articles.
• Identify and escalate systemic or recurring issues with evidence-based root cause analysis.

Why This Role?

• You’ll work on production systems that directly support active trading desks — the problems are consequential and technically complex.
• 28Stone operates at the senior end of the market; you’ll work alongside experienced capital markets practitioners and engineers who have seen it all.
• Your expertise is the product — there’s no bureaucratic buffer between your skills and the impact you have.
• Hybrid schedule, collaborative culture, and a rate that reflects the depth of knowledge this role demands.
• Requirements
• Trading workflow expertise: You understand the full trade lifecycle in fixed income and/or credit markets — order, execution, allocation, settlement, reconciliation — and can reason about where and why data breaks occur.
• Hands-on T-SQL / SQL Server: Daily, production-level SQL: complex joins, window functions, CTEs, views, stored procedures. You read and write them under pressure, not just reference them.
• Stored procedure development: You can author new stored procedures and modify existing ones as part of resolving production issues.
• Production support experience: Background supporting mission-critical systems in a financial services environment, with clear ownership of incident investigation and resolution.
• Communication under pressure: Ability to translate technical findings clearly to both engineering teams and non-technical trading/operations stakeholders.
• At least 5+ years of experience in application support for Investment and Trading teams.

Considered as advantage:

• Experience with OMS or portfolio management platforms such as Everest (Allvue/Black Mountain), Charles River (CRD), or Bloomberg AIM.
• Familiarity with XSLT/XML data transformations.
• Exposure to ETL pipeline troubleshooting and data feed architecture.
• Experience working across custody, fund accounting, or prime brokerage workflows.
• Benefits

Employment Details:

• This is a contractor position only (C2C).
• Looking for iniduals with 5+ years of experience.
• Candidates should be prepared to demonstrate their hands-on SQL skills during the interview process. This may include tasks such as writing, modifying, and troubleshooting SQL Server queries and stored procedures in real time to solve data problems or answer technical scenarios relevant to the role.
• Compensation ranges from $80-110 per hour based on experience and qualifications. Higher rates may be considered for exceptionally strong candidates.
• Candidates should be local to the NYC Area and can work in a hybrid model (3 days in the office.)

We are flexible and take an inidualized approach with each candidate we meet, so we encourage you to apply even if you do not meet every listed requirement.

Only candidates who have the right to work in USA are considered for this position.

Title: Associate Analyst, Alternative Investments

Location: Westlake, TX , Jersey City, NJ

Work Type: Hybrid, Full Time

Job ID: 2120741

Job Description:

The Role

The Associate Analyst, Alternative Investments, Asset Review position plays a unique and central role on a team dedicated to delivering World Class customer and transaction servicing around all aspects of alternative investment processing by vetting requests to support new products against our acceptability guidelines and asset servicing capabilities.

An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market.

• Creatively construct, design, and implement procedures for new product offerings.

• Assist in systems testing relating to industry-driven initiatives, internal enhancements and new business functionality.

• Deliver quality assistance to our clients

• Serve as a resource for technical issues and assist associates in problem solving.

• Act as a functional subject matter expert and go-to person for complex situations and daily processing.

• Play a leading role on assigned projects.

The Expertise and Skills You Bring

• 2+ years of brokerage operations experience or 5+ years related work experience preferred

• Alternative Investment transaction servicing experience preferred

• College degree preferred

• Excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best quality experience

• Strong analytical and problem-solving skills and ability to prioritize decisions in a fast-moving environment

• Ability to work and build strong relationships across different teams within the organization

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

The Alternative Investments team supports a leading-edge Alternative Investments platform that offers our customers the ability to represent limited partnerships, non-listed REIT's, fund of funds, registered and privately placed products above the line. Our Alternative Investment group is a part of the Operations & Services Group (OSG) and services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests.  Demand for our service is growing at a significant rate, making this an exciting opportunity.

#FidelityAlts

The base salary range for this position is $48,000-91,000 USD per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Plese consult with your recruiter for the specific expectations for this position.

Category:

Brokerage Operations

Title: Remote Implementation Senior Accountant

Location: Remote, United States

Department: AccountingDepartment.com Positions

Job Description:

Awarded Inc. Magazine's Best Workplaces for the fourth year in a row! 

AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match!

Your Role:

The Senior Accountant works behind the scenes within the Implementation Team to assist with ensuring all client deliverables are achieved in a timely fashion during the client onboarding process. The Senior Accountant will be responsible for various special projects, back work and daily projects as assigned within Implementation Team. This is a behind the scenes role that will typically not include client calls, but may have some email correspondence with clients. The Senior Accountant will play an integral role by supporting the Implementation Division with achieving their client related goals.

• Full Cycle Accounting (Accounts Payable, Accounts Receivable and General Ledger)
• Set up customer and vendor accounts
• Perform daily bank reconciliation of deposits
• Post daily cash receipts from lockbox and electronic deposits
• Post Journal Entries into QuickBooks
• Land Freight Costs into QuickBooks
• Assist with monthly close process
• Document and prepare financial reports
• Assess, organize, and prioritize tasks, responsibilities for multiple clients on a daily basis to meet onboarding goals and deadlines
• Exercises sound judgment in making decisions while working on inidual client needs
• When needed, train Accountants when transitioning client to Client Services team
• Display confidence in identifying problems and make recommendations on solutions
• Provide feedback to Onboarding Success Managers & Process Leads on Accountants performance during training

Essential Skills & Experience:   

• QuickBooks finance module experience
• Proficient with excel (Vlookups, Sumifs and Pivot Tables)
• Ability to present complex information to a variety of audiences. Tailor delivery based on experience level and skillset, while demonstrating patience.
• Keen attention to detail and demonstrated accuracy and speed in current role
• Ability to follow instruction, while also being able to evaluate new solutions or greater efficiencies in those instructions
• Strong emphasis on customer service
• Proficiency in researching, learning and implementing new applications to meet client and company needs
• Excellent written and verbal communication skills
• Proven judgment and decision making skills
• Proficiency with Microsoft Office applications, particularly Outlook, Excel, and Word

Cultural Fit: 

We are proud of our culture and are looking for someone who shares our G.R.I.T. values:

• Grit: Motivated self-starter with a positive, can-do attitude. Demonstrates GRIT in overcoming obstacles and accomplishing tasks.
• G: Expresses Gratitude and appreciation for the contributions of team members, fostering a positive and collaborative work environment
• R: Demonstrates Resilience, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment
• I: Unquestionable commitment to upholding the highest standards of Integrity, ethical behavior, and transparency in all business practices
• T: Proven ability to contribute effectively to organizational and team objectives through strong Teamwork skills

Minimum Education & Training Required:   

• 2-3 Years of QuickBooks Experience
• Experience working with SMBs in the $5M to $50M market is ideal

Working at AccountingDepartment.com, LLC

The people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We’re serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting.

Benefits include:    

• Work from home, W-2 position
• Three work schedule options including Full-Time, Flex-Time or Part-Time (Part-Time hours must be M-F 9am-3pm in your time zone, with flexibility to accommodate client calls and meetings outside of those hours as needed)
• Compressed work week option available
• Generous vacation and paid holidays
• Group Medical, Dental, Life, Vision, Accident Insurance
• 401(k) plan
• Participation in a company wide annual bonus incentive plan
• $25 monthly internet stipend
• Virtual employee groups, clubs, and activities throughout the year
• Casual dress

Attention Military Spouses:

For the last 21 years, we've proudly offered 100% remote, W-2 positions, and we’ve built an environment where career continuity is more than just a buzzword – it’s a reality! Whether you’re stationed at a new base or relocating for a PCS, we offer military spouses the unique opportunity to continue your career without disruption. 

As an accounting professional, you can take your position with you and keep your career on track no matter where life takes you. We believe in family first and are proud to be a family-friendly company with an award-winning culture. In fact, we’ve been nominated by INC Magazine for 3 years in a row for our exceptional workplace environment!

If you're looking for a role that values flexibility, career growth, and a supportive work-life balance, we may just be the perfect fit for you. Join us and experience the benefits of working with a company that truly cares about its people.

If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you’re the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered.

AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.

Title: Director, Analytics Presales

Location: Work from Home, United States

Full time

Job Description:

**FICO (NYSE: FICO)**is a leading global analytics software company, helping businesses in 100+ countries make better decisions. Join our world-class team today and fulfill your career potential!

The Opportunity 

“Ifyou’repassionate about translating complex analytics into compelling business value, this role sits at the intersection of sales strategy, solution design, and client impact. As a Presales Solutions Consultant within FICO’s B2B Scores business, you will partner closely with Scores Sales Executives (SSEs) and Client Success Managers (CSMs) to support the acquisition, expansion, and renewal of FICO® Score solutions across Consumer Lending clients.You will serve as the__technical and analytical authority in presales, helping clients understand how FICO Scores solve their business problems, quantifying value, shaping solution design, and supporting commercial motions—while ensuring clean handoff into post‑sale execution.__- Vice President, B2B Scores, Sales & Client Success

WhatYou’llContribute

• Presales solution design & value articulation.

• Partner with Scores Sales Executives to understand client businessobjectives, use cases, and decision criteria.

• Design and articulate FICO Score solution configurations aligned to client needs, regulatory context, and operational realities.

• Lead technical discovery sessions, solution walkthroughs, and value‑based discussions with client stakeholders.

• Translate analytics, model performance, and score usage into clear business and ROI narratives for executive and technical audiences.

• Deal support & commercial enablement.

• Support presales activities across new logo, expansion, and renewal motions, including solution positioning and packaging.

• Contribute to pricing discussions by providing technical input, usage assumptions, and solution complexity considerations.

• Partnercross functionallywith Sales, Analytics and Clients Success, to support RFx responses, proposals, and deal review materials.

• Review andvalidateclient‑facing materials (presentations, ROI models, solution summaries) for accuracy and relevance.

• Work closely with Client Success Managers to ensure clean, informed handoff from presales to post‑sale execution.

• Provide solution context, assumptions, and success criteria to Client Success and Professional Services teams.

• Remain engaged through early implementation or go‑live as needed to address solution‑specific questions or escalations.

• Maintain deepexpertisein FICO Score products, use cases, regulatory considerations, and competitive positioning.

• Communicate new product features, enhancements, and roadmap themes in presales contexts.

• Capture client feedback and presales insights to inform product, sales, and enablement teams.

What We’reSeeking 

• Subject matterexpertisein credit risk, consumer lending,retailbankingandanalytics.

• Strong experience in presales, solutions consulting, and analytics.

• Deep analytical mindset with the ability to translate technical concepts into business value.

• Comfort engaging with both executive and technical stakeholders.

• Experience in client discovery, analytic use cases, analytic eco-system mapping, and operationalizing analytics in consumer lending and banking.

• Strong collaboration skills across Sales, Client Success, Analytics, and Product Management.

• Experience in Consumer Lending(unsecured, auto, etc.), credit risk, or regulated financial services environments.

Our Offer to You 

• An inclusive culture strongly reflecting our core values:  ActLike an Owner, Delight Our Customers and Earn the Respect of Others.

• The opportunity tomake an impact and develop professionally byleveragingyour unique strengths andparticipatingin valuable learning experiences.

• Highly competitive compensation,benefitsand rewards programs that encourage you to bring your best every day and be recognized for doing so.

• An engaging, people-first work environment offering work/life balance, employee resource groups, and social events to promote interaction and camaraderie.

• The targeted base pay range for this role is: $132,300 to $207,900 with this range reflecting differences in candidate knowledge, skills and experience

Why Make a Move to FICO

At FICO, you can develop your career with a leading organization in one of the fastest-growing fields in technology today – Big Data analytics.  You’ll play a part in our commitment to help businesses use data to improve every choice they make, using advances in artificial intelligence, machine learning, optimization, and much more.

FICO makes a real difference in the way businesses operate worldwide:

•    Credit Scoring — FICO® Scores are used by 90 of the top 100 US lenders.

•    Fraud Detection and Security — 4 billion payment cards globally are protected by FICO fraud systems.

•    Lending — 3/4 of US mortgages are approved using the FICO Score.

Global trends toward digital transformation have created tremendous demand for FICO’s solutions, placing us among the world’s top 100 software companies by revenue. We help many of the world’s largest banks, insurers, retailers, telecommunications providers and other firms reach a new level of success. Our success is dependent on really talented people – just like you – who thrive on the collaboration and innovation that’s nurtured by a erse and inclusive environment. We’ll provide the support you need, while ensuring you have the freedom to develop your skills and grow your career.  Join FICO and help change the way business thinks!

FICO promotes a culture of inclusion and seeks to attract a erse set of candidates for each job opportunity. We are an equal employment opportunity employer and we’re proud to offer employment and advancement opportunities to all candidates without regard to race, color, ancestry, religion, sex, national origin, pregnancy, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. Research has shown that women and candidates from underrepresented communities may not apply for an opportunity if they don’t meet all stated qualifications. While our qualifications are clearly related to role success, each candidate’s profile is unique and strengths in certain skill and/or experience areas can be equally effective. If you believe you have many, but not necessarily all, of the stated qualifications we encourage you to apply.

Title: Financial Analyst 2

Location: Schaumburg-1475 Woodfield

hybrid

job requisition id

Job Description:

Description

This role is only available in our Schaumburg, IL office.

Summary

Huntington Distribution Finance, Inc. is seeking a detail-oriented and experienced Treasury Analyst 2 to support daily treasury operations across multiple regions, including the U.S., Canada, Australia, and New Zealand. This role is responsible for cash forecasting, transaction processing, and maintaining accurate banking data to support efficient treasury management.

Responsibilities

• Run and leverage SAP Business Objects reports to determine the cash flow funding requirements.

• Perform daily cash reconciliation, analyzing ACH activity across Treasury’s banking platforms and HDFs Operating System; investigate and resolve discrepancies.

• Prepare daily cash forecasts and determine required funding levels.

• Process daily ETOP withdrawals and payments (transfer funds between internal and external Huntington General Ledgers or Demand Deposit Accounts).

• Prepare Intercompany BOL Book Transfers from Parent account to settle business unit funding needs.

• Execute approved Wire, ACH, and FX transactions in Huntington BOL (treasury banking platform) and JPMorgan Chase Access platforms.

• Process customer requests to add or change banking instructions; required to verify, input, and maintain customer banking details from Bank Authorization Forms.

• Manage ACH rejects and U.S. returned checks, ensuring timely communication to business units.

• Create and maintain Wire, ACH, and FX templates in treasury banking platforms.

• Prepare daily reporting for U.S. Canada, Australia and New Zealand market indices and foreign exchange rates by accessing various internet site that provides the rates.

• Support additional treasury tasks and special projects as needed.

Basic Qualifications

• Bachelor degree or finance/banking experience
• 5+ years of treasury, cash management, or related financial experience

Preferred Qualifications

• Bachelor’s degree in finance, Accounting, Business Administration, or a related field preferred.

• Strong analytical skills with high attention to detail.

• Ability to work independently in a fast paced, deadline driven environment.

• Proficiency with treasury/banking platforms (BOL, ETOP, JPMorgan Chase Access) preferred.

This role is only available in our Schaumburg, IL office.

Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Compensation Range:

52,000.00 - 101,000.00 USD Annual

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Title: Financial Analyst

Location: Irvine

time type

Full time

job requisition id

JR452

CHAGEE (pronounced CHAH-jee) is a modern teahouse with more than 7,300 locations globally.

We are a global brand with proud roots in Yunnan, committed to bringing people together through tea. CHAGEE is awakening a modern tea movement, grounded in authentic heritage, fueled by cutting edge innovation, and crafted to nourish body and spirit.

Overview:

Elevate your career with CHAGEE as a Financial Analyst.

Through our stores across China, Asia Pacific, and the United States, we serve a staggering 100 million cups of tea monthly. CHAGEE is excited to expand its presence in the US market. This is your chance to be part of an exhilarating journey as we deliver the taste of authentic tea culture to America.

At CHAGEE, we're awakening the world together, one cup at a time. Join a team that's redefining modern tea culture through authentic heritage, cutting-edge innovation, and a commitment to bringing people together.

What you'll do:

• Deliver insightful monthly and quarterly business reviews, variance analyses, and financial dashboards for department leaders

• Maintain or build robust financial models to support scenario planning, market expansion, and strategic initiatives.

• Partner with Operations, Marketing, HR, and other departments to translate business drivers into financial outcomes and identify areas for improvement.

• Analyze revenue, cost of sales, labor, and operating expenses across regions and formats to inform business decisions and drive margin improvements.

• Support the evaluation of new store openings, capital investments, pricing strategies, and new business opportunities.

Experience you need to be successful:

• 1 – 4 years of FP&A experience, retail, QSR, or consumer services industry experience preferred.

• Advanced financial modeling and analytical skills, with strong command of Excel, and exposure to BI tools (e.g., Tableau, Power BI).

• Strong business acumen and ability to communicate financial insights clearly to non-finance stakeholders.

• Demonstrated experience supporting P&L management, cross-functional planning, and capital allocation.

• Detail-oriented yet able to think strategically and see the big picture.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field

What We Offer:

• Hybrid work schedule for a balanced life

• 401K with company match to secure your future

• Yearly bonus opportunity

• Comprehensive medical, dental, and vision insurance

• On-site fitness center and wellness programs

• Exclusive discounts at our tea locations, theme parks, and gyms

• Generous paid time off starting at 15 days, plus 7 federal holidays

• Opportunities for continuous education and scholarships

• Income protection including Disability, Life, and AD&D insurance

• Bereavement leave for those difficult times

Join our team and be part of a brand that's as refreshing as our tea! We're excited to see how your talents will help us grow and create memorable experiences for our customers.

The expected salary for this position is $57,100-$74,200. Your actual base compensation will be determined on a case-by-case basis and may vary based on considerations including (but not limited to): relevant knowledge and experience for this position, skills, education, certifications and more.

Don't miss out on this incredible opportunity to be at the forefront of CHAGEE's expansion into the US market. Join us in shaping the future of premium tea culture and creating unforgettable experiences that will captivate American tea enthusiasts. Apply now and be part of something truly extraordinary!

CHAGEE is an Equal Opportunity Employer. We celebrate ersity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status, disability status, or any other protected characteristic under applicable law.

Title: Financial Consultant - Scottsdale, AZ

Location:

7171 Paradise Lane, Scottsdale AZ

Full time

Job Description:

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility andsupportthus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The ExpertiseWe’reLooking For

• Previoussuccess in building relationships, uncoveringneedsand recommending solutions

• FINRA Series 7 & 66 licensed and holdappropriate stateregistrations, OR ability toacquireSeries 66 upon hire

• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility

• Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Skills You Bring

• Ability to thoughtfully introduce your clients to different investment strategies and bring togetheradditionalclient assets while engaging in positive, client-centered discussions

• Being coachable, collaborative, and curious are your "go to" attributes

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Motivated by results and finding solutions, you take initiative and exceed customer expectations

• Extensive knowledge of investment solutions

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And ourbenefit programsare designed to helpyouand your family strike the right balance.We offer training in-branch, regionally, nationally, andvirtually tohelp you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

• Your integrity, insights, interpersonal skills, and meticulous planningallowsyou to mentor and support your customers as they look to reach their retirement goals

• Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future

• Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills

• You have a steadfast commitment to your clients while making a positive impact in the community

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Category:Sales

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with iniduals with certain Criminal Histories.

Title: Financial Consultant

Location: Marlton NJ US

time type: Full time

job requisition id: 2125975

Job Description:

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility andsupportthus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The ExpertiseWe’reLooking For

• Previoussuccess in building relationships, uncoveringneedsand recommending solutions

• FINRA Series 7 & 66 licensed and holdappropriate stateregistrations, OR ability toacquireSeries 66 upon hire

• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility

• Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Skills You Bring

• Ability to thoughtfully introduce your clients to different investment strategies and bring togetheradditionalclient assets while engaging in positive, client-centered discussions

• Being coachable, collaborative, and curious are your "go to" attributes

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Motivated by results and finding solutions, you take initiative and exceed customer expectations

• Extensive knowledge of investment solutions

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And ourbenefit programsare designed to helpyouand your family strike the right balance.We offer training in-branch, regionally, nationally, andvirtually tohelp you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

• Your integrity, insights, interpersonal skills, and meticulous planningallowsyou to mentor and support your customers as they look to reach their retirement goals

• Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future

• Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills

• You have a steadfast commitment to your clients while making a positive impact in the community

The base salary range for this position is $60,000 - $75,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with iniduals with certain Criminal Histories.

Certifications: Series 07 - FINRA, Series 66 - FINRA

Category: Sales