Business analyst internship jobs in Santa Maria, CA - 3,390 jobs

Apply Full-time Advanced (5-10 yrs) We are seeking a Business Analyst or Business Associate in Investment Banking Management to help create, manage, and drive adoption of technology tools within the Investment Banking Division. The ideal candidate will have an understanding of financial services, strong technology and project management skills, and a passion for AI, innovation, and problem solving. Core Responsibilities Product management: Support Product Leads with product life cycle management, including collection of requirements, feasibility studies, design, development, validation, onboarding, pilot, and production. Ability to handle multiple project priorities simultaneously. Product development: Gain a deep understanding of business stakeholder requirements and collaborate with Product Leads and IT teams to address roadblocks and manage projects to meet aggressive deliverable deadlines. Play a key role in articulating detailed requirements and acceptance criteria. Project management: Facilitate meetings by developing and distributing agendas, following up with meeting notes, and tracking progress/action items. Create presentations to update team on project status and strategy. Prompt/Agents development: Create, validate, deploy, and market advanced AI prompts/agents to bankers. Gather requirements for agentic workflows that can make the bankers more productive and informed. Collaboration: Work closely with Product Leads, IT, Strats, Bankers, Risk, Compliance, Legal, Senior Management to gather feedback, incorporate edits, and ensure timely communication of updates to drive end-to-end delivery of initiatives. Be the center of gravity for products and closely communicate product objectives and status to partners within and outside of the Investment Banking/Global Capital Markets division. Innovation: Stay up to date with latest technological advancements to continuously improve existing systems and incorporate new innovations such as AI. Test and evaluate new AI tools and prompts, recommending optimal solutions based on performance and output quality. Continuous improvement: Monitor quality and proactively request feedback to drive continuous improvement of products. Be customer‑obsessed with designing the most end‑user friendly tools that enable bankers to be more effective and efficient in their work. Qualifications Bachelor's degree in Finance/Economics, Computer Science/Engineering, or similar field. 1+ years of work experience in financial services, consulting, technology, or investment banking experience preferred. Knowledge of investment banking workflows - such as capital markets and M&A - and corporate finance highly desirable. Experience with prompt engineering, software development, software product/project management a plus. Strong written, verbal and interpersonal skills, including the ability to interact effectively with business stakeholders to understand the business and gather requirements. Highly detail-oriented and strong organizational skills to manage and execute simultaneous projects and tasks. Autonomous, self‑motivated, with a high level of initiative, ability to think strategically and independently. Strong work ethic and a positive attitude. Highly responsive and communicative. Investment Banking is a client services industry and our clients need our advice and expertise around the clock. Comfort working with ambiguity, managing and resolving complex issues. What You Can Expect From Morgan Stanley At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $110,000 and $125,000 for an Analyst, and between $150,000 and $225,000 for an Associate, per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). #J-18808-Ljbffr

Why Here? Substack builds a new economic engine for culture. It empowers creators with direct subscriptions and economic autonomy. The Product Analytics team helps the product team make better decisions. This team embeds in the Product organization and reports to the VP of Product. You join as the fourth member of this small, scrappy group covering broad ground. What Will You Do? As a Product Analyst at Substack, you will take ownership of improving product understanding, user base insights, growth trajectory, and competitive state. You will proactively partner with PMs and leadership to shape long-term, medium-term, and short-term strategies. Additionally, you will define key metrics, set clear goals, share insightful updates, and collaborate with engineers on data logging and ETL processes. #J-18808-Ljbffr

About Gamma Gamma is building the creative layer for modern communication. Every month, over a billion people create presentations, but the tools they use have not evolved in decades. We are changing that by using AI to disrupt a massive market. Millions rely on Gamma to create, teach, and persuade, creating more than 1 million gammas every day. We've reached a $2.1B valuation, crossed $100M in annual recurring revenue, and have been profitable since 2023. Gamma is warm, quirky, and fueled by curiosity. About the role You'll build the data foundation that enables everyone at Gamma to make faster, smarter decisions. As we continue to grow past $100M ARR with a data‑savvy, decentralized team, you will create a single source of truth, standardize metrics, and make self‑service analytics safe and reliable. You'll partner with product, growth, marketing, and support teams to turn data into action and prototype AI‑driven tools. What you'll do Own key reports and dashboards that show the pulse of the business, redefining metrics like activation and retention Standardize metrics and build systems so teams can self‑serve reliable data from one source of truth Collaborate with product, growth, marketing, and support teams to turn questions into insights and actionable systems Lead metrics reviews with stakeholders and build ad‑hoc reports for sales and GTM teams Run experiments on our core growth funnel, exploring opportunities in churn reduction, pricing, and growth efficiency Prototype AI‑driven tools that make experimentation, reporting, and anomaly detection faster and smarter What you'll bring 3-5 years of experience as a data analyst or analytics engineer, ideally at high‑growth startups Expert‑level SQL skills and ability to work with large, complex datasets Product sense and understanding of growth loops, with track record of moving key metrics AI‑native mindset and experience leveraging AI tools to accelerate analysis and decision‑making Ability to educate and empower teams to be self‑sufficient with data Strong communication skills and comfort working cross‑functionally with product, engineering, marketing, and support Python experience or past engineering background building internal tools (Nice to have) Experience with BI tools like Metabase, Looker, or similar platforms (Nice to have) Compensation Compensation range will be determined by multiple factors, including but not limited to experience and expertise in the requirements listed above. Culture and Team Gamma is full of imaginative, passionate people who take their work seriously but not themselves. The culture is warm, a little quirky, and fueled by curiosity. We care about craft, move with intention, and don't mind getting a little scrappy. It's fast, creative, and occasionally chaotic- but that's what makes it interesting. Meet the team of dreamers and doers based in beautiful San Francisco. #J-18808-Ljbffr

Business Analyst III Duration: Contract We are seeking a highly skilled and experienced Business Analyst III to join our team in Santa Clara, California. The ideal candidate will play a critical role in analyzing business needs, identifying solutions, and ensuring the successful implementation of projects. This is a contract position that requires a detail-oriented professional with excellent analytical and communication skills. Responsibilities: Analyze business processes and identify areas for improvement. Collaborate with stakeholders to gather and document requirements. Develop detailed business and functional specifications. Facilitate communication between technical teams and business units. Monitor project progress and ensure alignment with business objectives. Provide insights and recommendations to support decision-making processes. Qualifications: Bachelor's degree in Business Administration, Information Technology, or a related field. Proven experience as a Business Analyst, preferably at a senior level. Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Proficiency in business analysis tools and methodologies. Ability to work independently and collaboratively in a team environment. About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit ***************** At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to: Pay any fee to be considered for, submitted to, or selected for any opportunity. Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process. Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup. Pay Range: $75hr - $80hr on w2 The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work. If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at ***************. To report any concerns, please email us at *******************

About the program Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelor's / graduate degree. You will be fully immersed in our day-to-day activities. As a participant, you will: Attend orientation where you'll learn about our culture, as well as the benefits and responsibilities of being a member of the firm Receive training designed to help you succeed Have the opportunity to work on real responsibilities alongside fellow interns and our people Each applicant has the opportunity to apply to up to 4 separate business / location combinations in any given recruiting year. Any additional application will be auto withdrawn. In order to apply to an additional opportunity, you must withdraw a current application that has not been turned down. A single applicant should not create multiple email addresses to apply to additional opportunities About the division Global Banking & Markets (Public) / FICC and Equities (Sales and Trading) enables our clients to buy and sell financial products, raise funding and manage risk. We make markets and facilitate client transactions in fixed income, equity, currency and commodity products. We make markets in and clear client transactions on major stock, options and futures exchanges worldwide. Through our global sales force, we maintain relationships with our clients, receiving orders and distributing investment research, trading ideas, market information and analysis. Job Info Job Category: Summer Analyst Locations: San Francisco, California, United States Areas of the Firm: Global Banking & Markets Anaplan Salary Range Lower Limit: 110,000 Anaplan Salary Range Upper Limit: 110,000 Healthcare & Medical Services We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities. Health We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity up to a pre-approved amount. We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer. #J-18808-Ljbffr

The Supply Chain Transformation (SCT) team is seeking a motivated and experienced Business Analyst with project management experience. The ideal candidate will possess a strong understanding of process and data management within the hardware development space, with a preference for experience in prototype environments. This role requires excellent analytical skills, the ability to project manage initiatives, and a keen eye for optimizing processes and data flows through complex systems. Job Responsibilities: Process & Data Analysis: Define and implement comprehensive end-to-end process and data management strategies for hardware development and supply chain. Project Management: Plan, coordinate, and track project initiatives, ensuring timely delivery and stakeholder satisfaction. Demonstrate understanding of product master data (PLM), parts and hierarchy, applying this insight to inform process and data decisions. Work closely with cross-functional teams to drive process improvements and data-driven outcomes. Define functional requirements and develop detailed solution designs to meet operational outcomes, conforming to business requirements. Trace processes through various systems and recommend how data is managed, ensuring accuracy and completeness. Identify opportunities for process and system optimization near and mid-term, and contribute to long-range strategic planning. Develop reference documentation and educational materials for the internal teams. Must Have Skills / Experience: Minimum of 5 years' experience delivering new system capabilities in Business Analyst and Project Manager role. This must include at least 3 years specifically within the hardware industry. Minimum of 3 years' agile project management experience, consistently driving IT/business problems to closure in fast-paced environments, with an ability to propose and execute innovative, improvisational solutions for rapid progress. Work with many cross-functional stakeholders to gather requirements and obtain cross-functional alignment. Tracing processes through systems and recommending data management strategies. Strong understanding of product parts and hierarchy, and how they relate to data management.. Excellent communication, problem-solving, prioritization, and organization skills. Work independently and as part of a team in a fast-paced environment. Nice to Have Skills / Experience: Knowledge and/or usage of Product Lifecycle Management (PLM) system Analyzing and cleaning large data sets. Working in high-volume consumer electronics industry Bachelor's or Master's Degree in Industrial Engineering, Systems Engineering, Business Administration, or similar related disciplines. Project Management certification (e.g., PMP). Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Transformation Analyst I page is loaded## Transformation Analyst Ilocations: San Diego, Californiatime type: Full timeposted on: Posted Todayjob requisition id: R0000344851**Career Area:**Finance**Job Description:****Your Work Shapes the World at Caterpillar Inc.**When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.The Transformation Analyst is a Finance Accounting based role at Solar Turbines. This position will drive operational excellence across the finance and accounting organization by leading process improvement initiatives. The candidate will help implement process enhancements that optimize accuracy, efficiency, and compliance. The candidate will work with Global Accounting Teams to develop solutions to problems of high complexity, collect and validate data from various sources, multiple enterprise applications, to monitor business performance and process adoption.The ideal candidate brings strong accounting expertise, a continuous improvement mindset, and experience with process redesign, automation tools, and system integrations. Key responsibilities include analyzing end‑to‑end accounting processes, evaluating pain points, developing standardized procedures, managing process improvement projects, and partnering closely with stakeholders to ensure successful adoption and sustainability of new practices.This role requires strategic thinking coupled with a willingness to dive into operational details.**Accuracy and Attention to Detail:** Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.**Analytical Thinking:** Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.**Key attributes include:****Decision Making and Critical Thinking:** Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.Communicates well downward, upward, and outward.**Managing Multiple Priorities:** Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.**Accounting:** Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes. ERP experience is preferred. The candidate will interact with multiple systems including ERP, Oracle/Hyperion, Coupa, Cognos**Financial Reporting:** Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.**Degree Requirement:**Accounting degree preferred### ### **Summary Pay Range:**$120,660.00 - $180,900.00Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.**Benefits:**Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.* Medical, dental, and vision benefits\** Paid time off plan (Vacation, Holidays, Volunteer, etc.)\** 401(k) savings plans\** Health Savings Account (HSA)\** Flexible Spending Accounts (FSAs)\** Health Lifestyle Programs\** Employee Assistance Program\** Voluntary Benefits and Employee Discounts\** Career Development\** Incentive bonus\** Disability benefits* Life Insurance* Parental leave* Adoption benefits* Tuition Reimbursement \* These benefits also apply to part-time employees### ### This position requires working onsite five days a week.### ### ### Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at ******************************* ### **Posting Dates:**Any offer of employment is conditioned upon the successful completion of a drug screen. Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply..Solar's foundation is people and Solar's culture is one where individual contributions are valued, diversity in the workplace is encouraged, and safety is emphasized in all aspects of the business. Solar Turbines is comprised of a dedicated and multi-talented workforce of more than 9,000 employees with decades of experience working as a global team. #J-18808-Ljbffr

San Francisco, CA 425 California St Suite 1900 San Francisco, CA 94104, USA Join the DC Advisory Summer Analyst 2027 program. This investment banking program runs 10 weeks. Qualified candidates are rising college seniors during the summer program duration. Working as a summer analyst at DC Advisory is challenging and rewarding. Summer analysts gain exposure to the firm's businesses and expanded knowledge of the investment banking industry, as they develop key analytical, communication, marketing and sales skills. Summer analysts are responsible for assisting with preparing financial models, running various analyses to examine the effects of contemplated client alternatives. In addition, summer analysts assist preparing marketing documents, including pitch materials, board presentations, and management presentations, which explain industry trends, discuss client options, and recommend strategies to meet client goals. Summer analysts are also responsible for supporting financial and industry due diligence, writing portions of confidential memoranda, and performing other analytical work to support senior bankers in their relationship management responsibilities. Our summer analysts work closely with managing directors and other senior level bankers and are expected to play a critical role on transaction teams. Summer Analysts may interact with senior executives of client companies through selective participation in client meetings. Compensation: Base Salary: $110,000 annually (prorated for the duration of the Summer Analyst program) Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

About the Company POP MART (09992.HK), founded in 2010, is a leading global company in the trend culture and entertainment industry. Centered around IP, POP MART has built a comprehensive platform for creative incubation and IP operation, empowering global creators while delivering exciting products, services, and immersive entertainment experiences to consumers.POP MART identifies and nurtures emerging artists and designers worldwide, creating popular character IPs through a well-established IP development and operation system. Its portfolio includes iconic IPs such as MOLLY, SKULLPANDA, DIMOO, THE MONSTERS, and Hirono. By launching art toys and derivative products based on these IPs, POP MART continues to lead trends in consumer culture. As of the end of 2024, POP MART operates over 500 physical stores and more than 2,300 Robo Shops across 30+ countries and regions. Through multiple cross-border e-commerce platforms, the company has reached audiences in over 90 countries and regions, bringing joy to young consumers around the world. About the Role We are seeking a commercially-minded and collaborative Retail Business Analyst to serve as a key partner to our channel. This role goes beyond reporting - you will be the analytical engine that drives decision-making at the leadership level. Your primary mission is to uncover insights that reveal the health of our business, identify risks and opportunities, and spearhead solutions through deep cross-functional collaboration. You will transform raw data into actionable strategies that directly impact our top and bottom line. What You Will Achieve Generate daily/weekly/monthly commercial performance reports (sales, margin, inventory, sell-through) for execs; highlight key trends & deviations, and analyze core KPIs (sell-through rate, ATP, full-price sell, channel productivity) to assess business health. Conduct deep-dive analyses of performance issues (regional sales decline, category underperformance, channel conflict) to identify root causes; build forward-looking models/forecasts/scenario plans to support strategic planning. Act as the primary analytics partner for Sales Ops, Merchandising, and Supply Chain teams; translate insights into actionable recommendations and own end-to-end problem-solving (discovery → solution → implementation → impact measurement). Lead data-driven business reviews to drive decisions; coordinate cross-functionally to align on data definitions & goals, bridge technical and commercial teams, and champion a data-centric culture across the organization. What You Will Need 2+ years of experience as a Business Analyst, Commercial Analyst, or similar role in a fast-paced retail, DTC, or CPG environment. Must-have Skills: Advanced Analytical Proficiency: Expert in Excel/Google/Lark Sheets; strong experience with data visualization tools (e.g., Tableau, Power BI, Looker). Business Acumen: Deep understanding of retail/commercial metrics and P&L drivers. You ask “why” behind the numbers. Proactive Problem-Solver: A proven track record of identifying business problems through data and driving solutions to implementation. Exceptional Communication & Influence: Ability to simplify complex data into executive-level stories and persuade stakeholders to act. Collaborative Driver: Excellent at project management and coordinating across teams (Sales Ops, Merch, Finance, Logistics) without direct authority. Preferred Skills: Experience with SQL for data extraction and manipulation. Familiarity with planning or ERP systems (e.g., SAP, Netsuite). Chinese speaking will be a plus What We Offer Market-competitive packages: we provide 401k, health insurance, PTO leave, paid sick leave, and family leave, etc. Opportunities to learn and lead: we provide on-the-job training to ensure employees are equipped with the most up-to-date skill sets and knowledge Career development: we work with you to advance your career through short-term assignments, and new experiences, etc. *POP MART is committed to equal pay initiatives and will not ask candidates for their current or past salary. **As an Equal Opportunity Employer, POP MART does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state or local law.

Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents. To be successful as a Municipals Analyst, you should have experience with: Financial services, government, or related field Ample quantitative abilities Excellent written and verbal communication skills Multitasking while exhibiting a high level of attention to detail Understanding of finance and bond math Some other highly valued skills may include: Experience with DBC Finance Program Demonstrated interest in public policy Familiarity with and understanding of financial markets High level of energy, positive attitude, and mental curiosity You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills. This role is located in San Francisco, CA. This role is regulated by FINRA. Minimum Salary: $110,000 Maximum Salary: $125,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Purpose of the role To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis. Accountabilities Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities. Market research and analysis to identify industry trends, potential deal opportunities, and client needs. Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions. Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services. Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams in the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. #J-18808-Ljbffr

Lynx Analytics was founded in 2010 by a group of INSEAD students and professors with a strong research background in graph analytics. Several of our founders since then became professors and faculty directors of analytics centers at leading US universities. Our founding purpose? To apply graph theory to simplify and solve complex, real-world business problems. Our mission has evolved over the years, and we currently offer a range of cutting edge data analytics and AI solutions to help companies transform their operations and optimise their commercial performance. Back then, graph theory was mostly the purview of social networking sites. We wanted to expand this technology and help companies leverage their communities to unlock greater growth. Lynx has offices in Singapore, US, Hong Kong, Hungary, and operations in several other countries such as Canada, Germany, Indonesia. We work with some of the world's largest companies and are constantly looking to expand our knowledge base and geographical footprint. Lynx Analytics' technology is deployed with various Clients internationally and has significant growth potential. We have a diverse and inclusive global team comprising Professors, PhDs, MSc's, and MBAs from Ivy Leagues, INSEAD and NUS with a broad spectrum of experience in start-ups and blue-chip companies (Google, Databricks, ZS, Abbvie, Amgen, Vodafone, Morgan Stanley, Palantir, Katana Graph to name but a few). It is the combination of our industry insight and experience, scalable proprietary technology, and highly qualified people that drives our compelling value proposition. We are looking for ambitious, innovative, empathetic and relentless team players to explore the career opportunities that we offer as we continue to scale our operations. ROLE SUMMARY As a Lead / Senior Business Consultant at Lynx, your primary role is to oversee our commercial projects, ensuring their successful journey from conception to full implementation, while driving account growth and business development. Your key responsibilities will encompass the entire project cycle, including defining critical milestones, resource planning, task allocation, mapping dependencies, and, most importantly, ensuring the timely delivery of results. You'll be the driving force behind our project execution, ensuring that our clients' objectives are met, and their expectations exceeded. You will also be responsible for building and maintaining client relationships, and driving cross-selling and up-selling opportunities. If you thrive on taking ownership of projects and leading them to successful outcomes, we invite you to consider a career with Lynx. This role is a unique opportunity to contribute your project management expertise and make a tangible impact on our clients' businesses. Join us in delivering excellence one project at a time. WHAT THIS INVOLVES Accountability for end to end project delivery including commercial KPIs such as timely delivery, keeping within budget and at margin Leading all project stages including - contracting, scoping & kick-off, execution and post implementation reviews Collaborating with legal, business development, product and technical teams to ensure seamless execution Work with clients, technical staff and management to determine and resolve issues associated with project implementation Drive account growth by nurturing client relationships, identifying upselling opportunities, and expanding revenue streams Function as the liaison between our clients and our technical teams throughout the solution implementation cycle Building a strong relationship of trust and credibility with relevant client stakeholders both for the project and for Lynx as a company Build a motivating and collegiate working environment with the team aligned to our company's core values Actively identify and pursue new business opportunities for existing and potential clients To succeed in this role, you will need: A Bachelor's Degree is required, preferably in a business discipline Experience in a Consultant role with Client Management and Project Management responsibilities Industry experience in the Life Sciences or Retail sector either in a consulting or industry role Strategic Thinking Capabilities; able to understand, analyse and solve complex problems Proven ability to liaise with internal software development teams and translate client requirements into technical specifications Excellent communication skills (written, verbal & presentation) with strong negotiation and influencing abilities Willingness to travel The following would be advantageous: Commercial analytics within the healthcare domain Knowledge of predictive analytics, and Big Data technology

A dynamic technology firm in San Francisco is seeking a Finance professional to join their team. You will drive financial planning and analysis for a growing Cloud business. The ideal candidate has 5+ years of experience in investment banking or corporate finance and excels in financial modeling. The role includes budgeting, forecasting, and performance analysis, with compensation ranging from $130,000 to $165,000 plus bonuses and stock options. Benefits include health insurance and a 401(k). #J-18808-Ljbffr

Qualifications: Bachelor's degree in Information Systems, Finance, Supply Chain, or related field. 6+ years of experience with Coupa PTP/ETP modules in a multi-entity or global environment. Strong understanding of end-to-end procurement, invoicing, and expense management processes. Hands-on experience with ERP integrations (preferably NetSuite or SAP). Solid knowledge of data governance, financial controls, and system compliance. Excellent stakeholder management and communication skills. Experience with automation tools (RPA, API integrations) a plus. Preferred: Coupa Certification (Procurement, Invoicing, or Expenses). Experience supporting multi-country rollouts or process harmonization. Background in SaaS or manufacturing industries. #J-18808-Ljbffr

Secondaries & Primaries Analyst I San Francisco page is loaded## Secondaries & Primaries Analyst I San Franciscolocations: San Franciscotime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR1001619**The Role**The Analyst will focus on primary, early secondary and secondary investments, providing highly advanced support in investment functions including financial modeling, valuation analysis of private equity funds and companies, preparation of investment recommendations for Ardian's global investment committee, as well as various ad hoc reports and projects as needed.**Secondary fund of funds:*** Participate in investment opportunities sourcing effort* Value and price equity interests in private equity funds and companies* Prepare financial projections and transaction modeling* Prepare investment recommendations* Present to global team and Investment Committee* Monitor investments and development vs. targeted performance* Prepare reporting presentations to Limited Partners and Advisory Board**Primary fund of funds:*** Screen North American Private Equity market* Compile information and conduct research* Conduct due diligence (strategy, team, performance)* Prepare investment recommendation* Present to global team and Investment Committee* Monitor portfolio through ongoing dialogue with managers & attendance of investors meetings Prepare reporting presentations to Limited Partners**Required Skills*** Drive for results, teachable, always delivers high quality work* Deep understanding of corporate finance principles and how to analyze investment opportunities* Very strong excel modeling skills* Strong writing and memo-drafting skills* Organized and motivated* Strong analytical mindset**Profile*** Degree in Finance or other related field* 1-2 years experiences in finance - investment banking, strategy consulting, or valuation* Familiarity working with international teams and across cultures At ARDIAN, we are proud of our diverse culture. As a forward thinking organization, we recognize that having people from different backgrounds brings innovation and excellence. Therefore, a diverse and inclusive environment is key to our business success.Ardian is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran or military status, genetic information, ancestry, marital status as a victim of domestic violence, pregnancy or child birth (including breastfeeding) or any other class protected by federal, state or local laws. It is our policy to comply with all applicable laws governing employment practices and not to discriminate on the basis of any unlawful criteria. This policy applies to all terms and conditions of your employment including, but not limited to, hiring, placement and promotion. #J-18808-Ljbffr

About the Role We are seeking a Business Analyst / Product Manager to help translate business needs into well-designed, scalable products-primarily within the healthcare domain. This is a hybrid role ideal for someone who is analytically strong, curious, and eager to grow into broader product ownership and leadership responsibilities over time. The ideal candidate is smart, adaptable, and motivated to learn, with enough healthcare exposure to understand industry context (e.g., payers, providers, data, compliance), but not necessarily a long tenure in product management. This role offers significant opportunity for growth. Key ResponsibilitiesBusiness Analysis Gather, analyze, and document business requirements from stakeholders Translate business needs into clear functional requirements, user stories, and acceptance criteria Analyze workflows, data models, and system interactions to identify gaps and improvements Support solution design by working closely with engineering, data, and architecture teams Product Management Assist in defining product vision, roadmap, and priorities Collaborate with stakeholders to balance business value, technical feasibility, and timelines Own and refine product backlogs; participate in sprint planning and reviews Support go-to-market planning, release coordination, and post-launch evaluation Continuously identify opportunities to improve user experience and product outcomes Cross-Functional Collaboration Act as a bridge between business, technical teams, and leadership Communicate clearly across technical and non-technical audiences Support decision-making with data, analysis, and structured thinking Required Qualifications 2-5 years of experience in business analysis, product management, or a related role Some experience or exposure to healthcare (payer, provider, health IT, analytics, compliance, or adjacent domains) Strong analytical and problem-solving skills Excellent written and verbal communication skills Ability to learn quickly and adapt in a fast-moving environment Comfortable working remotely and collaborating with distributed teams Preferred Qualifications Experience with healthcare data models, workflows, or standards (e.g., claims, eligibility, clinical data, FHIR, HL7) Experience working with Agile/Scrum teams Familiarity with product tools (Jira, Confluence, Azure DevOps, Productboard, etc.) Technical curiosity (APIs, data platforms, analytics, or cloud systems) What We're Looking For Someone intellectually curious who wants to grow into a senior product role A self-starter who takes ownership and asks thoughtful questions A team player who values clarity, structure, and impact Someone who can evolve with the role as the product and organization scale

Gauntlet leads the field in quantitative research and optimization of DeFi economics. We manage market risk, optimize growth, and ensure economic safety for protocols facilitating most spot trading, borrowing, and lending activity across all of DeFi, protecting and optimizing the largest protocols and networks in the industry. As of April 2025, Gauntlet manages risk and incentives covering over $42 billion in customer TVL. Gauntlet continually publishes cutting-edge research that informs our risk models, alerts, and analysis, and is among the most cited institutions - including academic institutions - in terms of peer-reviewed papers addressing DeFi as a subject. We're a Series B company with around 75 employees, operating remote-first with a home base in New York City. Our mission is to drive adoption and understanding in the financial systems of the future. The unique challenges of decentralized systems call for innovative approaches in mechanism design, smart contract development, and financial product utilization. Gauntlet leads in advancing this knowledge, ensuring safe progression through the evolving landscape of financial innovation. Responsibilities Drive Market Research & Strategic Partnerships: Track emerging yield strategies, protocol developments, and ecosystem incentives across chains to provide the Curation team with a competitive edge in vault deployment and optimization. Actively monitor DAO governance proposals, forum discussions, and protocol roadmaps to inform risk assessments, vault growth strategies, and partnership opportunities. Identify and evaluate live or upcoming liquidity mining, ve-token, and fee-rebate programs. Support business development by analyzing incentive structures, stakeholder alignment, and contributing to deal execution through opportunity qualification and proposal development. Execute Risk Assessment & Due Diligence: Conduct structured protocol reviews focused on solvency, oracle infrastructure, governance mechanisms, and security posture. Perform in-depth risk assessments by analyzing historical on-chain data, protocol codebase, and market dynamics to generate informed recommendations on vault growth, asset onboarding, and risk parameterization. Collaborate with auditors and protocol teams to resolve issues and ensure timely launch readiness. Monitor and respond to market events with clear internal communication and contribute to the evolution of Gauntlet's on-chain risk offerings. Develop Growth & Incentive Analytics: Build and maintain dashboards to track incentive rates, protocol yield performance, and vault-level KPIs across chains. Monitor competitive benchmarks and market dynamics to ensure vaults maintain a strong relative position in the ecosystem. Perform creative, non-standard data analysis-including natural experiments, cohort retention, and TVL deltas-to support partnership strategy, incentive optimization, and proactive risk mitigation. Use these insights to inform data-driven decisions that drive sustainable growth and preserve Gauntlet's competitive edge in DeFi. Enable Operational Excellence in Vault Deployments: Launch and monitor Vaults by configuring oracles, LLTVs, Vault parameters, and multisig protocols. Ensure accurate integration with Gauntlet tools and continuously monitor active markets to maintain optimal performance. Qualifications 1-3 yrs in crypto-native research, strategy, or trading seat with evidence of directing capital into third-party incentive programs. Comfort reading Solidity/Vyper, but you're not the auditor of record. Fluency with on-chain data tools (Dune, Subgraphs) and Python or JS for ad-hoc analysis. Track record of shaping deals or product decisions through crisp memos-think equity-research write-ups or growth-analytics briefs. Strong personal interest in DeFi, with a proactive mindset and continuous drive to stay at the forefront of protocol developments, yield opportunities, and strategic differentiation. Common Sense and Competitive Bonus Points Appetite to mentor as team size and volume scales. Rolodex across DAO treasuries, defi protocols, oracles, liquidators, venture funds, or large LPs. Benefits and Perks Remote first - work from anywhere in the US & CAN! Competitive packages with the added opportunity for incentive-based compensation Regular in-person company retreats and cross-country "office visit" perk 100% paid medical, dental and vision premiums for employees Laptop provided $1,000 WFH stipend upon joining $100 per month reimbursement for fitness-related expenses Monthly reimbursement for home internet, phone, and cellular data Unlimited vacation policy 100% paid parental leave of 12 weeks Fertility benefits Please note at this time our hiring is reserved for potential employees who are able to work within the contiguous United States and Canada. Should you need alternative accommodations, please note that in your application. The national pay range for this Role is $165,000 - $205,000 plus additional On Target Earnings potential by level and equity in the company. Our salary ranges are based on paying competitively for a company of our size and industry, and are one part of many compensation, benefits, and other reward opportunities we provide. Individual pay rate decisions are based on a number of factors, including qualifications for the role, experience level, skill set, and balancing internal equity relative to peers at the company. #LI-Remote #J-18808-Ljbffr

Digitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked Experiences by leveraging comprehensive data, technology, creative, media and strategy capabilities. Digitas delivers ambitious outcomes via unique solutions that include Creative Experiences, Integrated Media, Addressable Relationships, Social Marketing and Total Commerce. Celebrated by AdAge as Data and Insights Agency of the Year, U.S Campaign's Brand Experience Agency of the Year, Media Network of the Year and celebrated by Forrester and Gartner, Digitas serves the world's leading brands through a global network comprised of more than 5,500 employees across over 65 offices in 43 countries. The Digitas culture is made up of fearless, inventive and generous Unicorns of all kinds. Job Description We're looking for an outstanding Analyst-someone who can win the hearts of clients, inspire their teammates, and skillfully juggle multiple pieces of business. This is a unique opportunity for a future digital media star to actively drive performance for some of the largest brands on the planet. In this role, you can make a real difference in our clients' business and our own. What you'll do: The Analyst is responsible for digital campaign management activities such as campaign set-up, documentation creation and maintenance, QA, performance reporting, and billing reconciliation. You'll identify and implement optimizations based on data analysis/trends and provide updates to the rest of the team on campaign status (I.e. pacing, performance to KPIs, any issues you're seeing, etc). Most importantly, you must possess a strong inner drive to reinvent the digital media landscape, enjoy working with some of the finest minds in the industry, and want to be a part of something truly unique that will have a lasting impact. Responsibilities Executing, managing, and optimizing all digital media campaigns and programs for agency clients, including platform media buying as well as direct-to-publisher programs, both independently and in support of Senior Analysts Developing and maintaining strong relationships with platform and publisher partners in the industry - responsible for following up with, setting up and leading platform/publisher meetings. Analyst will be the main point of contact for maintaining these relationships. Handling daily campaign maintenance, including pacing and performance, as well as troubleshooting and optimization Assisting in the development of client-facing campaign performance reports Contributing to the assessment of media offerings available and the formulation of proposals for new opportunities Managing Prisma campaign set up, platform insertion orders, campaign artifacts, and all relevant campaign documentation in preparation for campaign launch Trafficking campaign tags into platform environments Running the campaign QA process to ensure accurate campaign implementation, pacing, and performance - Daily pacing check-ins will be largest responsibility to ensure campaigns are on track Providing monthly auditing reports to agency partners and actualizing bill/pay systems when applicable Participating in regular sessions to share and learn new strategies for optimizing and enhancing campaign performance Demonstrating diligence, attention to detail, and adherence to best practices throughout the full campaign life-cycle Be strategic partner to any off-shore resources - ensure closely aligned on all tasks and partner to share analyst responsibilities Outside of day-to-day Keep up to date on industry trends and send highlights to greater team when applicable Handle ad-hoc reporting requests as they come through Qualifications Digital media familiarity or experience in digital roles (internships included) Basic knowledge of how digital advertising works and can confidently define programmatic Basic knowledge of DSP platforms and active campaign optimization experience is a plus The ability to organize and manage detailed work Strong analytical thinking, problem solving and mathematical skills Excellent communication and writing skills-you're poised, precise, and above all, kind when relating to others Advanced MS Excel skills A four-year college degree Familiarity with prompt-based interaction and commonly used generative AI tools (e.g., ChatGPT, Google Gemini, DALL·E, Midjourney) is a plus, especially for tasks like ideation, research, or content generation. Got the sparkle? Apply if you believe your unique skills are a fit. We'd love to hear from you. Additional Information Our Publicis Groupe motto “Viva LaDifférence”meanswe'rebetter together, and we believe thatour differences make us stronger. It means wehonor and celebrate all identities, across all facetsof intersectionality, and it underpins all that we doas an organization.We are focusedon fostering belonging and creating equitable &inclusive experiences for all talent.Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off.If you require accommodation or assistance with the application or onboarding process specifically, please contact *********************************pensation Range: $50,065 - $73,944 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 3/15/2026.All your information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr

Department: 340B Reports To: 340B Director FLSA Status: Non-Exempt Prepared By: 340B Director Under the direct supervision of the 340B Director, the 340B Data Analyst shall perform analysis of 340B program to develop reports to guide decision making and track overall financial impact of 340B to the organization. In addition, the 340B data analyst shall perform chart reviews to locate chart notes, consultations, medications and referral orders to support 340B claims. Review invoices, pricing, prepare and maintain accounting documents and records. The data analyst will work with team members, clinic staff, outside medical staff, physicians, wholesalers, and other players in 340B to ensure all requirements are met. It is the primary purpose of CHCCC to provide the highest quality of total care possible to the patient population it serves. Such a level of quality depends ultimately on the staff's desire and ability to work together, individually, and as a team. The employee is expected to be professional, punctual, maintain regular attendance, cooperative, organized, and enthusiastic at all times. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Additional duties may be assigned with or without prior notice. Uses 340B reports to identify patient charts that require review for chart notes, consultations, and medication documentation and referral orders. Performs chart review, identifies presence or absence of required elements. Works with Specialty offices or Referral Department to retrieve the missing consultation documentation. Contacts pharmacies to obtain a copy of the prescription when the consultation documentation does not include medication referenced in 340B claims report. Interact with multiple 340B program affiliates, including wholesalers, vendors, insurance providers, internal and contracted pharmacies, internal departments, medical providers, and regulators. Works with office staff, medication case managers, and physicians to ensure medication reconciliation is completed to reflect medications from 340B claims report. Works with office staff and physicians to ensure referral order is in chart for patients seen by and receiving prescription drugs from consulting specialist. Faxes consultations and prescription slips to Athena for scanning into patient s EMR. Work with the 340B team to verify 340B claims reports. Review invoice pricing and 340B financial reports, prepare and maintain accounting documents and records. Demonstrates professionalism and provides quality customer service using AIDET Standards. Ability to work with high volume of claims data/records. Effective organizational and time management skills with the proven ability to work independently and meet deadlines with precision, intention, and efficiency. Identifies and addresses problems, questions, concerns, analysis, etc. in a timely manner so that proper actions can be implemented to prevent losses, maximize reimbursement, and meet deadlines, to facilitate the growth and stability of the organization. Helps to develop reports, charts, and tables to guide 340B decision making Assists in 340B oversight committee reports and other committee reports Assists in 340B fiscal year end reports and reconciliation for finance Cross analyzes financials reports and invoices in order to verify accuracy Identifies trends in 340B space and propose solutions to those trends Demonstrates adherence to and observes all safety policies and procedures. Demonstrates cultural sensitivity and competence with patients. Maintains and adheres to HIPAA, employee confidentiality, and privileged communications (patient, employee, and corporation). Must be able to meet deadlines. Must be detail oriented. Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Four-year degree or equivalent experience- accounting or finance background preferred LANGUAGE SKILLS Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Candidate should have effective professional communication and writing skills MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. COMPUTER SKILLS Experience with word processing, spreadsheets, email, and keyboarding required. Microsoft Office, particularly Microsoft Excel, and Google Suite skills required. Excellent command of Microsoft Excel CERTIFICATES, LICENSES, REGISTRATIONS Possession of current, valid, California Driver's License (Class C). OTHER REQUIREMENTS Required to pass a criminal history background check and drug screen upon hire. Annual health examination; annual Tuberculosis skin test clearance or chest x-ray; proof of immunity to MMR, Varicella, and Hepatitis B; proof of Tdap vaccine; during current flu season, must provide proof of influenza vaccine or a signed declination form. If declined, a flu mask is mandatory during flu season. Health screening requirements are subject to change based on CDC recommendations and federal, state, and/or local public health ordinances. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently exposed to moving mechanical parts. The employee is occasionally exposed to risk of electrical shock. The noise level in the work environment (office setting) is usually moderate. Must be willing to have a flexible work schedule that may include evenings/weekends, and travel as needed.

Department: 340B Reports To: 340B Director FLSA Status: Non-Exempt Prepared By: 340B Director Under the direct supervision of the 340B Director, the 340B Data Analyst shall perform analysis of 340B program to develop reports to guide decision making and track overall financial impact of 340B to the organization. In addition, the 340B data analyst shall perform chart reviews to locate chart notes, consultations, medications and referral orders to support 340B claims. Review invoices, pricing, prepare and maintain accounting documents and records. The data analyst will work with team members, clinic staff, outside medical staff, physicians, wholesalers, and other players in 340B to ensure all requirements are met. It is the primary purpose of CHCCC to provide the highest quality of total care possible to the patient population it serves. Such a level of quality depends ultimately on the staff's desire and ability to work together, individually, and as a team. The employee is expected to be professional, punctual, maintain regular attendance, cooperative, organized, and enthusiastic at all times. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Additional duties may be assigned with or without prior notice. Uses 340B reports to identify patient charts that require review for chart notes, consultations, and medication documentation and referral orders. Performs chart review, identifies presence or absence of required elements. Works with Specialty offices or Referral Department to retrieve the missing consultation documentation. Contacts pharmacies to obtain a copy of the prescription when the consultation documentation does not include medication referenced in 340B claims report. Interact with multiple 340B program affiliates, including wholesalers, vendors, insurance providers, internal and contracted pharmacies, internal departments, medical providers, and regulators. Works with office staff, medication case managers, and physicians to ensure medication reconciliation is completed to reflect medications from 340B claims report. Works with office staff and physicians to ensure referral order is in chart for patients seen by and receiving prescription drugs from consulting specialist. Faxes consultations and prescription slips to Athena for scanning into patients EMR. Work with the 340B team to verify 340B claims reports. Review invoice pricing and 340B financial reports, prepare and maintain accounting documents and records. Demonstrates professionalism and provides quality customer service using AIDET Standards. Ability to work with high volume of claims data/records. Effective organizational and time management skills with the proven ability to work independently and meet deadlines with precision, intention, and efficiency. Identifies and addresses problems, questions, concerns, analysis, etc. in a timely manner so that proper actions can be implemented to prevent losses, maximize reimbursement, and meet deadlines, to facilitate the growth and stability of the organization. Helps to develop reports, charts, and tables to guide 340B decision making Assists in 340B oversight committee reports and other committee reports Assists in 340B fiscal year end reports and reconciliation for finance Cross analyzes financials reports and invoices in order to verify accuracy Identifies trends in 340B space and propose solutions to those trends Demonstrates adherence to and observes all safety policies and procedures. Demonstrates cultural sensitivity and competence with patients. Maintains and adheres to HIPAA, employee confidentiality, and privileged communications (patient, employee, and corporation). Must be able to meet deadlines. Must be detail oriented. Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Four-year degree or equivalent experience- accounting or finance background preferred LANGUAGE SKILLS Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Candidate should have effective professional communication and writing skills MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. COMPUTER SKILLS Experience with word processing, spreadsheets, email, and keyboarding required. Microsoft Office, particularly Microsoft Excel, and Google Suite skills required. Excellent command of Microsoft Excel CERTIFICATES, LICENSES, REGISTRATIONS Possession of current, valid, California Driver's License (Class C). OTHER REQUIREMENTS Required to pass a criminal history background check and drug screen upon hire. Annual health examination; annual Tuberculosis skin test clearance or chest x-ray; proof of immunity to MMR, Varicella, and Hepatitis B; proof of Tdap vaccine; during current flu season, must provide proof of influenza vaccine or a signed declination form. If declined, a flu mask is mandatory during flu season. Health screening requirements are subject to change based on CDC recommendations and federal, state, and/or local public health ordinances. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently exposed to moving mechanical parts. The employee is occasionally exposed to risk of electrical shock. The noise level in the work environment (office setting) is usually moderate. Must be willing to have a flexible work schedule that may include evenings/weekends, and travel as needed.