Lead Finance Analyst jobs at CareFirst BlueCross BlueShield

**Resp & Qualifications** **PURPOSE:** Responsible for collecting, analyzing, and interpreting financial data as well as preparing reports, models, presentations and recommendations for leaders of a business or clients. Interfaces regularly with project managers and task leads. Supports moderately complex projects. **ESSENTIAL FUNCTIONS:** + Prepares various accounting and financial reports, analyzes and verifies data and financial reports to produce the financial results for assigned business units and challenge accounting processes. + Investigates and researches problem account reconciliation on an as-assigned basis in order to improve controls over general ledger, subsidiary ledgers, and balance sheet activity. Analyzes trends, calculates and verifies data. Interfaces with other areas to develop reporting specifications, methods and procedures, and prioritizes requests. + Performs moderately to complex analysis, gathers, compiles and interprets financial data to ensure compliance with applicable regulations or guidelines, identify trends and provide insight for decision making. Analyzes and prepare journal entries, monthly account reconciliation, responding to internal and external auditors, management, and finance department inquiries. + Responds to supervisor, manager, director, and executive inquiries, handles special requests, researches moderately complex accounting issues. Prepares financial data for presentation to upper management. **SUPERVISORY RESPONSIBILITY:** Position does not have direct reports but is expected to assist in guiding and mentoring less experienced staff. May lead a team of matrixed resources. **QUALIFICATIONS:** **Education Level:** Bachelor's Degree in Accounting, Finance, related field or equivalent technical training OR in lieu of a Bachelor's degree, an additional 4 years of relevant work experience is required in addition to the required work experience. **Licenses/Certifications Preferred:** + Certified Public Accountant (CPA) Eligible. **Experience:** 3 years Accounting/financial experience. Good understanding of GAPP, STAT, and federal regulations. **Preferred Qualifications:** + Healthcare insurance industry experience strongly preferred. **Knowledge, Skills and Abilities (KSAs)** + Basic knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. + Proficient with financial analysis software (i.e., Delphi Technology, Oracle E-Business Suite Financials, Longview). + Proficient with database entry and query software. + Excellent communication skills both written and verbal. + Must be able to meet established deadlines and handle multiple customer service demands from internal and external customers, within set expectations for service excellence. Must be able to effectively communicate and provide positive customer service to every internal and external customer, including customers who may be demanding or otherwise challenging. **Salary Range:** $59,616 - $118,404 **Salary Range Disclaimer** The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the work is being performed. This compensation range is specific and considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, internal peer equity, and market and business consideration. It is not typical for an individual to be hired at the top of the range, as compensation decisions depend on each case's facts and circumstances, including but not limited to experience, internal equity, and location. In addition to your compensation, CareFirst offers a comprehensive benefits package, various incentive programs/plans, and 401k contribution programs/plans (all benefits/incentives are subject to eligibility requirements). **Department** Operational and Management **Equal Employment Opportunity** CareFirst BlueCross BlueShield is an Equal Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. **Where To Apply** Please visit our website to apply: ************************* **Federal Disc/Physical Demand** Note: The incumbent is required to immediately disclose any debarment, exclusion, or other event that makes him/her ineligible to perform work directly or indirectly on Federal health care programs. **PHYSICAL DEMANDS:** The associate is primarily seated while performing the duties of the position. Occasional walking or standing is required. The hands are regularly used to write, type, key and handle or feel small controls and objects. The associate must frequently talk and hear. Weights up to 25 pounds are occasionally lifted. **Sponsorship in US** Must be eligible to work in the U.S. without Sponsorship \#LI-CB1 REQNUMBER: 21534

Under general direction, the Finance Analyst Senior is responsible for carrying out tasks within a specific Finance functional area (e.g., accounting, reinsurance, planning or risk). The Finance Analyst Senior handles routine to complex matters. Specific tasks can include preparing required financial reports, creating accounting journal entries and posting to ledger systems, prepare general ledger reconciliations, assist in the planning process, bill and collect from external parties and intercompany affiliates. What you do: Reporting & Analysis: * Prepare general ledger reconciliations, accounting and financial reports for management, government and regulatory agencies * Interpret accounting data, analyze reports and recommend appropriate actions to be taken * Analyze and interpret new accounting principles as established by regulatory bodies (e.g., FASB, NAIC, AICPA, SEC and Allianz) * Support financial audits * Compile monthly plan vs actuals for revenue and expenses and prepare quarterly analysis over the balance sheet * Prepare slides, summaries, and talking points for the quarterly close meetings * Prepare and present the quarterly financial results, including plan vs actual performance during the close meetings * Prepare the forecast and plan and work closely with department leaders Transactions: * Complete the monthly, quarterly, and annual close process to ensure timely, accurate, and compliant financial statements * Prepare, review, and analyze journal entries, account reconciliations, accruals and variance explanations * Complete accounting worksheets, journal entries, controls and reports in accordance with GAAP, Statutory and IFRS Accounting Procedures for the insurance industry * Partner with cross-functional teams to gather financial data, validate transactions, and resolve discrepancies * Bill and collect from intercompany affiliates and external parties; proactively identify collection issues and recommend effective solutions Projects & Initiatives: * Drive process improvements within immediate team and Finance department * Participate in company-wide projects and initiatives as needed * Utilization of artificial intelligence tools and resources (e.g. generative AI) What you bring: * 4-5 years of experience required; Demonstrated experience in casualty insurance and/or reinsurance, accounting or finance. Proficiency with Microsoft Office suite of products and ability to navigate multiple systems, including accounting/sub-ledger. * Four-year degree in Accounting, Finance, Business or related or equivalent relevant work experience. * You must be legally authorized to work in the US and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship. * Limited domestic and/or international travel may occur. Job Posting range: $88,000.00 to $110,000.00 Note the job posting range is exclusive of company benefits or other compensation. This role is also eligible for an annual incentive program. If you are hired, your final base salary will be determined based on factors such as geographic location, experience, skills, competencies, and/or education. In addition to those factors, we will also consider internal equity of our current employees. Please keep in mind that the range provided is the full base salary range for the role. Hiring at or near the maximum of the range would not be typical to allow for future and continued salary growth. 87465 | Finance & Accounting | Professional | Non-Executive | Allianz Reinsurance | Full-Time | Permanent What we offer: Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations. Join us. Let's care for tomorrow.

At Prime Therapeutics (Prime), we are a different kind of PBM, with a purpose beyond profits and a unique ability to connect care for those we serve. Looking for a purpose-driven career? Come build the future of pharmacy with us. Job Posting TitleFinancial Analyst Senior - RemoteJob Description The Senior Financial Analyst is responsible for providing leadership on financial analysis and reporting related to the profitability of various Prime business areas or units. This position directs the budgeting and forecasting processes for the departments it supports, develops new analytical models that utilize cost drivers and associated metrics, and supports the financial requirements of Prime. This position will be a partner of the departments it supports, will be viewed as the voice of Finance for those departments, and become a member of the department's leadership team. Responsibilities Provide financial leadership and direction to various Prime departments on the annual budget, forecast, and monthly financial requirements Provide trend analysis on key issues including capital planning and projects Recommend operational improvements after investigating, and analyzing data from a financial and functional view Provide mentoring to junior members of the FP&A team Other duties as assigned Minimum Qualifications Bachelor's degree in Accounting or Finance or related area of study, or equivalent combination of education and/or relevant work experience; HS diploma or GED is required 5 years of experience in accounting and/or financial analysis Must be eligible to work in the United States without need for work visa or residency sponsorship Additional Qualifications Strong team player with effective communication and presentation skills as well as a customer service approach Very strong analytical skills and attention to detail, with experience in working in complex environments Ability to adapt and multi-task Preferred Qualifications MBA in Finance or related field Advanced level experience in Excel, Word, and PowerPoint; experience creating complex formulas PBM, Healthcare, Contact Center, Government Programs, knowledge and/or experience Experience working with databases to retrieve and analyze data Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their job, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures Every employee must be able to perform the essential functions of the job and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions, absent undue hardship. In addition, Prime retains the right to change or assign other duties to this job. Potential pay for this position ranges from $74,000.00 - $118,000.00 based on experience and skills.To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page and click on the "Benefits at a glance" button for more detail. Prime Therapeutics LLC is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sex (including pregnancy), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law. We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law. Prime Therapeutics LLC is a Tobacco-Free Workplace employer. Positions will be posted for a minimum of five consecutive workdays.

Prefer candidates from the San Francisco Bay Area; however, can be a fully remote position with the expectation that the candidate will work in the Emeryville office at least two days a month. The Senior Financial Analyst will join the Financial Planning and Analytics team and play an integral role in the development, accumulation, and evaluation of key elements necessary to assess organizational spend. The Senior Analyst partners with business leaders on monthly cost variance reports (Actuals vs. Plan, Actuals vs. Forecast) and the companywide expense model. This position works closely with cross-functional peers and management partners to gather all relevant data required as part of day-to-day activities. JOB DUTIES & RESPONSIBILITIES Maintain and enhance driver-based, auditable expense planning models, integrating these into National MI's operating practices by working closely with management in other business areas (Sales, Operations, Marketing, Corporate Finance and Accounting). Partner with business leaders to bridge the gap between operational activities and financial performance, transforming discussions into tangible financial forecasts and actionable insights. Develop and monitor annual operating budgets and reforecasts throughout the planning cycles. Analyze, interpret and communicate cost and expense variances against plan and forecast during the monthly reporting process. Support the monthly Actual expense reporting process by analyzing, interpreting and communicating cost and expense variances. Support the monthly expense close process with accruals and reclass entries. Maintain recurring financial reports utilizing advanced financial modeling and rigorous analytics. Maintain and enhance the Company's financial planning tool (Workday Adaptive), to increase efficiencies and productivity. Collect, analyze and prepare financial information for the board of directors. Provide guidance to cost center owners on expense coding related to invoices, Concur, and journal entries. Champion best‐practices and implement process improvement opportunities that drive productivity and accuracy. Build and maintain strong relationships throughout the organization. Perform ad hoc responsibilities, as needed. SKILLS & KNOWLEDGE Bachelor's degree or higher in related field (accounting, finance, economics or other quantitative discipline) or equivalent experience. Minimum of five years of financial modeling and related experience. Accounting/FP&A background, with experience reading and interpreting financial statements. Certified Public Accountant (CPA) a plus. Experience as a Finance business partner with an understanding of how managers use financial and operational information to make better business decisions. Ability to clearly explain financial concepts to non-finance individuals. Highly self-directed and curious with an enthusiastic approach to solving complex problems and process improvement. Organized and detail oriented with ability to manage financial processes and the capacity to implement control procedures. Team player with strong interpersonal skills and sound business judgment. Ability to proactively gather and synthesize data from internal and/or external sources, and guide the analysis of complex issues. Advanced user in MS Excel, including VBA macros and Excel Add-ins, and proficient in PowerPoint. Experience with Adaptive Planning or other planning software experience a plus. Excellent written and verbal communication skills. Ability to work in a fast-paced and changing environment while delivering on tight deadlines. Base Salary: $95,000 - $122,000 *Posted Base Salary Range applies to current posting and may change in the future. The posted Base Salary Range may vary for key factors including, but not limited to, location, experience and skill set. Benefit eligibility includes healthcare, life and disability insurance, 401(k), monthly allowance, 20 days of PTO, 10 paid Holidays, and bonus and equity potential. Additional benefit offerings may be found at ******************************************** National MI is an Equal Employment Opportunity employer and is committed to a diverse workforce. We value and actively seek to recruit, develop, and retain individuals with varied backgrounds and experiences reflecting the full diversity of the communities that we serve. It is the policy of the National MI to comply with all applicable laws concerning the employment of persons with disabilities.

Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement. A DAY IN THE LIFE In this role, you will… Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting. Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting. Provide analytics necessary to help business leaders manager their business units efficiently. Provide detailed comparisons and variance analytics Vs baseline financials. WHO YOU ARE You possess … BS/BA degree in Finance/Accounting required. 1 to 3 years of experience in Financial Planning and Analysis. Strong organizational and decision-making skills. Exceptional interpersonal/communication and business partnering skills. Responsibilities Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. Participate in monthly, quarterly, and yearly budget and forecast development. Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. Produce ad hoc analysis and reports for executive management team. Analyze business opportunities, research industry, market and company trends. Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. Participate in the monthly quarterly and quarterly financial close process. Perform all other duties assigned. Qualifications BS/BA degree in Finance/Accounting 1-3 Years of experience in a Financial Planning & Analysis or related role. Experience in Financial Services preferred. MS Office Suite; advanced understanding of Excel and modeling (required). Experience working with large datasets is a plus. Oracle GL or similar accounting GL understanding. Experience with a financial reporting tool. BI experience is a plus (Power BI, SQL, etc.) We can recommend jobs specifically for you! Click here to get started.

Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Serve as a key member of Transamerica's Capital Financial Planning and Analysis team, with responsibility for providing analysis and insight into capital generation results. Responsibilities * Demonstrate technical expertise on capital reporting, functioning as a subject matter expert. * Serve as a key contributor to development of management reporting and detailed analytical reporting. * Utilize subject matter expertise to participate in large cross-functional projects. * Deliver a high level of financial analysis understanding to aid in solving problems in unique ways. * Create communications for complex messages to a variety of audiences at the strategic and operational levels. * Offers leadership and direction to others. * Exhibits a thorough understanding of business and analysis concepts * Recommends changes to processes to improve and achieve greater efficiencies Qualifications * Bachelor's degree in Accounting or Finance and/or equivalent work experience. * Minimum of 8 years experience, with degree. * Advanced computer skills. Preferred Qualifications * 1 year supervisory experience. * Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium). * Ability to effectively communicate orally and in writing, ability to handle multiple projects, willingness to take on new projects, customer service approach, highly analytical. * Work effectively individually and within a team, organizational and prioritization skills, effective judgment ; address employee issues on a timely basis. Working Conditions * Office Environment * Fast- paced deadline- driven office environment. * Occasional Travel The Salary for this position generally ranges between $94,000 - $120,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * College Coach Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

We are seeking a detail-oriented and proactive Workday Financial Systems Analyst to join our Financial Systems team. This role will support the ongoing configuration, maintenance, and optimization of Workday Financials modules, ensuring seamless system performance and alignment with business needs. We're looking for someone who can make an immediate impact by leveraging their hands-on experience with Workday Financials modules. As a key member of the team, you'll collaborate with cross-functional stakeholders to troubleshoot issues, implement enhancements, and support existing functionality. Your contributions will help drive operational efficiency and enable strategic decision-making through accurate system functionality and reporting. Essential Functions Build and maintain functional configuration and features of the Workday Financials application including Core Financials (FDM), Accounting Center, Banking and Settlement, Suppliers, Prism Analytics Monitor, diagnose and resolve issues with the finance integrations Collaborate with stakeholders to understand requirements, configure, prototype and test Workday solutions for varying business problems Optimize use of Workday and associated business processes by proactively identifying areas of opportunity for increased automation and efficiency Evaluate the latest available features released by Workday to determine benefits to stakeholders Assist in regression testing for Workday bi-annual update cross functionally across all stakeholders Provide support and training of Workday Financials as required Collaborate with stakeholders and Financial Systems team to prioritize and approve Workday change requests to align with finance strategic goals Complies with all company and site policies and procedures Remains current in profession and industry trends Successfully completes regulatory and job training requirements Performs other duties as assigned Skills & Abilities 3-5+ years Workday Financials administration experience (Core Financials, Accounting Center, etc) Ability to communicate effectively with all levels of employees, departments and outside contacts Excellent problem-solving and analytical skills Analytical mindset with attention to detail Experience in the Insurance industry is a nice to have Education & Experience Bachelor's degree in IT, Business, or related field is preferred 3-5+ Years Workday Financial administration, configuration, support, and maintenance for modules required Experience with Prism Analytics, Workday Studio, Adaptive & Security required AI & Digital Enablement Lead the responsible integration of AI-powered tools to enhance decision-making, automate processes, and improve user experience. Champion digital fluency by coaching staff and advisors on effective use of collaboration platforms (e.g., Zoom AI, Copilot, SharePoint). Partner with enterprise technology teams to align on digital strategies, monitor tool effectiveness, and drive continuous improvement. Base Salary Range: $95,000 - $115,000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

About Judi Health Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health™, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and Judi , the industry's leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform. Together with our clients, we're rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit **************** Position Description: This Manager role is a critical position for Client Financial Operations and will partner with other internal departments. This role will be an instrumental team player that will drive process improvement with our invoicing (drug spend and ancillary) and reconciliations. The individual must have a strong financial and accounting background, preferably in PBM or Health care. The individual must be comfortable with all aspects of billing, collections, and revenue recognition, and experience leading a team of analysts. Position Responsibilities: Oversee client invoicing, ensuring contractual alignment, accuracy, and timeliness Submit journal entries, accruals, and adjustments as required Track outstanding payments, follow up on overdue accounts, and implement collection strategies Manage team of billing analysts, set performance goals, and ensure efficient workflows Develop and refine billing procedures to enhance efficiency and reduce errors Address client billing inquiries, resolve disputes, and improve client satisfaction Work with finance, sales, and account management teams to align billing with overall business operations Responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance Required Qualifications: Undergraduate bachelor's degree in business, Finance, or related field, or 10+ years' experience At least 3 years in billing, accounts receivable, or finance, with leadership experience PBM/Health care experience (preferred) Strong Excel and SQL skills for frequent data mining and/or manipulation of large data sets Proficiency in billing software (SAP, QuickBooks, etc.) Ability to challenge and improve existing processes through automation and redesign Motivated team player with the ability to work in a fast-paced, forward-moving environment Attention to detail & commitment to delivering high quality work Ability to communicate internally and externally across multiple departments and at all corporate levels Ability to define problems, collect data, establish facts, solve problems, make recommendations, and draw valid conclusions in a timely and accurate manner Salary Range$95,000-$105,000 USD All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at *********************************************

About Judi Health Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: * Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, * Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and * Judi, the industry's leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform. Together with our clients, we're rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit **************** Position Description: This Manager role is a critical position for Client Financial Operations and will partner with other internal departments. This role will be an instrumental team player that will drive process improvement with our invoicing (drug spend and ancillary) and reconciliations. The individual must have a strong financial and accounting background, preferably in PBM or Health care. The individual must be comfortable with all aspects of billing, collections, and revenue recognition, and experience leading a team of analysts. Position Responsibilities: * Oversee client invoicing, ensuring contractual alignment, accuracy, and timeliness * Submit journal entries, accruals, and adjustments as required * Track outstanding payments, follow up on overdue accounts, and implement collection strategies * Manage team of billing analysts, set performance goals, and ensure efficient workflows * Develop and refine billing procedures to enhance efficiency and reduce errors * Address client billing inquiries, resolve disputes, and improve client satisfaction * Work with finance, sales, and account management teams to align billing with overall business operations * Responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance Required Qualifications: * Undergraduate bachelor's degree in business, Finance, or related field, or 10+ years' experience * At least 3 years in billing, accounts receivable, or finance, with leadership experience * PBM/Health care experience (preferred) * Strong Excel and SQL skills for frequent data mining and/or manipulation of large data sets * Proficiency in billing software (SAP, QuickBooks, etc.) * Ability to challenge and improve existing processes through automation and redesign * Motivated team player with the ability to work in a fast-paced, forward-moving environment * Attention to detail & commitment to delivering high quality work * Ability to communicate internally and externally across multiple departments and at all corporate levels * Ability to define problems, collect data, establish facts, solve problems, make recommendations, and draw valid conclusions in a timely and accurate manner Salary Range $95,000-$105,000 USD All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at *********************************************

**The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.** _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@crcgroup.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st Shift (United States of America) **Please review the following job description:** Direct and manage a staff of highly experienced accountants, analysts and managers in the performance of a variety of more complex financial analysis and reporting activities. Provide leadership in the development, design, implementation and on-going management of assigned financial analysis processes. Provide training and guidance to subordinates with respect to understanding, analyzing and reporting more complex financial activity and metrics. Monitor assigned activities for compliance with established corporate and accounting policies and standards. Complete and/or review and interpret a variety of complex financial and/or business analyses of financial ratios, trends, revenue performance and expense management. Establish deadlines and data submission requirements for other departments to ensure timely and accurate preparation of such analyses. Ensure timely communication of changes to deadlines or requirements. Identify potential new business strategies and/or ideas; analyze alternatives and present recommendations to senior leadership. Provide financial analysis for projects/initiatives with potential financial reporting impact. Review and analyze summary results and trends for inclusion in various reports to Senior and/or Executive Leadership. **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. + Collaborate and work across the Finance division to ensure integrity of the financials and ensure sound controls and procedures. + Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies. + Provide leadership and mentoring for less experienced team members to improve their own technical expertise; review and approve work of other team members. + Ensure that changes to reporting process workflow and/ or data source are documented and communicated to downstream reporting groups. + Compile, review, analyze, interpret, and submit timely and accurate monthly reporting related to the company's financial performance or strategy. These may include: income/expense or cash flow forecasts; regulatory interpretations, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results. + Interpret and summarize results and trends for Senior Leadership. + Apply knowledge of best practices derived from experience to solve problems of higher operational or technical complexity by leading analysis of possible solutions using data analysis, experience, judgment and precedents. + Prepare and review materials to senior leadership summarizing issues and communicating solutions. + Provide thought leadership and guidance to junior teammates on monthly financial close, monthly forecasting and annual financial planning processes. + Update and automate retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates. + Develop and perform testing of economic models. + Subject matter expert on regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. Maintain working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility. + Subject matter expert with continued broadening of understanding on more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, vendor contracts, Stress Testing and CCAR. + Monitor financial performance for specified business units to detect unusual or significant changes in transactions or business trends and opportunities for improvement. + Independently prepare presentations regarding new business initiatives with minimal guidance. + Leverage working relationship with supported business areas and cross-functional departments to complete complex tasks and deliver high quality work. Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy). + Review and update policies and procedures for compliance with governmental regulations and corporate polices and standards. + Coordinate development of new accounting processes and procedures, as needed. + Assist in risk management governance and business continuity planning processes as necessary. **Functional Skills** + Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred. + 5-7 years of experience in financial analysis, FP&A, or corporate finance, with at least 2+ years in a process leadership or management capacity. + Proven ability to simplify and communicate complex financial data for executive stakeholders. + Strong modeling and forecasting skills, with advanced proficiency in Excel. + Experience with financial systems, reporting tools, and SQL or equivalent query tools. + Demonstrated ability to manage multiple priorities in a fast-paced environment. + Excellent verbal and written communication skills, including experience preparing executive-level presentations. **Preferred Qualifications** + Experience in strategic planning, M&A, or investment analysis. + Familiarity with predictive modeling, financial risk assessment, or advanced scenario planning. + Track record of supporting senior leadership in high-stakes financial decisions. **Key Attributes for Success** + Strong business acumen with the ability to connect financial insights to operational and strategic decisions. + Confident communicator, skilled at engaging with executive and cross-functional stakeholders. + Critical thinker who can assess complex financial challenges and develop practical solutions. + Proactive leader who inspires collaboration, accountability, and continuous improvement. + Highly organized with strong time management skills to balance multiple high-impact projects. **General Description of Available Benefits for Eligible Employees of CRC Group:** At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. **_CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** Pay Transparency Nondiscrimination Provision E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf) Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence. Why CRC Group? - Growth: Advance your career with our learning and leadership development programs. - Innovation: Work in a forward-thinking environment that values new ideas. - Community: Be part of a supportive team that celebrates success together. - Benefits: Enjoy competitive compensation, health benefits, and retirement plans. Who We're Looking For We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Direct and manage a staff of highly experienced accountants, analysts and managers in the performance of a variety of more complex financial analysis and reporting activities. Provide leadership in the development, design, implementation and on-going management of assigned financial analysis processes. Provide training and guidance to subordinates with respect to understanding, analyzing and reporting more complex financial activity and metrics. Monitor assigned activities for compliance with established corporate and accounting policies and standards. Complete and/or review and interpret a variety of complex financial and/or business analyses of financial ratios, trends, revenue performance and expense management. Establish deadlines and data submission requirements for other departments to ensure timely and accurate preparation of such analyses. Ensure timely communication of changes to deadlines or requirements. Identify potential new business strategies and/or ideas; analyze alternatives and present recommendations to senior leadership. Provide financial analysis for projects/initiatives with potential financial reporting impact. Review and analyze summary results and trends for inclusion in various reports to Senior and/or Executive Leadership. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Collaborate and work across the Finance division to ensure integrity of the financials and ensure sound controls and procedures. * Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies. * Provide leadership and mentoring for less experienced team members to improve their own technical expertise; review and approve work of other team members. * Ensure that changes to reporting process workflow and/ or data source are documented and communicated to downstream reporting groups. * Compile, review, analyze, interpret, and submit timely and accurate monthly reporting related to the company's financial performance or strategy. These may include: income/expense or cash flow forecasts; regulatory interpretations, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results. * Interpret and summarize results and trends for Senior Leadership. * Apply knowledge of best practices derived from experience to solve problems of higher operational or technical complexity by leading analysis of possible solutions using data analysis, experience, judgment and precedents. * Prepare and review materials to senior leadership summarizing issues and communicating solutions. * Provide thought leadership and guidance to junior teammates on monthly financial close, monthly forecasting and annual financial planning processes. * Update and automate retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates. * Develop and perform testing of economic models. * Subject matter expert on regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. Maintain working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility. * Subject matter expert with continued broadening of understanding on more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, vendor contracts, Stress Testing and CCAR. * Monitor financial performance for specified business units to detect unusual or significant changes in transactions or business trends and opportunities for improvement. * Independently prepare presentations regarding new business initiatives with minimal guidance. * Leverage working relationship with supported business areas and cross-functional departments to complete complex tasks and deliver high quality work. Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy). * Review and update policies and procedures for compliance with governmental regulations and corporate polices and standards. * Coordinate development of new accounting processes and procedures, as needed. * Assist in risk management governance and business continuity planning processes as necessary. Functional Skills * Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred. * 5-7 years of experience in financial analysis, FP&A, or corporate finance, with at least 2+ years in a process leadership or management capacity. * Proven ability to simplify and communicate complex financial data for executive stakeholders. * Strong modeling and forecasting skills, with advanced proficiency in Excel. * Experience with financial systems, reporting tools, and SQL or equivalent query tools. * Demonstrated ability to manage multiple priorities in a fast-paced environment. * Excellent verbal and written communication skills, including experience preparing executive-level presentations. Preferred Qualifications * Experience in strategic planning, M&A, or investment analysis. * Familiarity with predictive modeling, financial risk assessment, or advanced scenario planning. * Track record of supporting senior leadership in high-stakes financial decisions. Key Attributes for Success * Strong business acumen with the ability to connect financial insights to operational and strategic decisions. * Confident communicator, skilled at engaging with executive and cross-functional stakeholders. * Critical thinker who can assess complex financial challenges and develop practical solutions. * Proactive leader who inspires collaboration, accountability, and continuous improvement. * Highly organized with strong time management skills to balance multiple high-impact projects. General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Company:Oliver WymanDescription: Job title: Analyst - Financial Services Quantitative Analytics (FSQA) Office/region: Raleigh, NC Eligibility: Class of 2026; Permanent US work authorization or students eligible under STEM OPT extension (up to 3 years) About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a wholly owned subsidiary of Marsh & McLennan Companies [NYSE: MMC]. For more information, visit ******************* Team overview: Oliver Wyman's Financial Services Quantitative Analysis (FSQA) team is a dynamic, fast-growing team of quantitative analytics specialists. We bring sophisticated analytics capabilities including machine learning and generative AI to bear on business-critical problems for our clients predominantly in the financial services industry. Clients hire us for our depth of insight and expertise; expertise that comes from a combination of specialized domain knowledge and deep data science and engineering capabilities. The current focus area for our Raleigh team is on solving quantitative problems for the Financial Services industry, but there are also opportunities to serve clients in other industries on topics like Supply Chain Management analytics. We combine analytical rigor with a relentless focus on client impact. We are passionate about developing our people and support your career progression, including a path to Partner. We are looking for candidates who are excited to work in an entrepreneurial environment, focused on delivering impact through analytics. The role: Working with us offers excellent career and growth opportunities for highly motivated college graduates from quantitative disciplines with some exposure to data analytics and model development. This is a client-facing, project-based analytics role, and some travel to client sites is to be expected as part of building client relationships and setting projects on a solid foundation, but most of our work can be conducted from Raleigh. We will make flexible working hours and market leading work life balance a priority considering your individual needs. The ideal candidates will possess strong technical skills, capability to work in teams, deliver pieces of work efficiently and under high quality standards and have an open and flexible mindset. Responsibilities will include: You will work as part of our small, fast-growing team, in coordination with other Oliver Wyman teams and clients across the globe You will work with large and complex data sets producing customized analyses and advanced models using statistical techniques for the client's needs You will be given ownership of the model development from start to finish with guidance from experienced managers You will work on summarizing, presenting and documenting the performed analyses and features of the developed solutions in client-ready formats Required skills and experience: Working towards a Bachelor's or Master's degree in a quantitative discipline, e.g. Mathematics, Statistics, Physics, Economics, Data Science, Computer Science or Engineering Strong analytics and communication skills Strong coding skills in one or several common languages, i.e. Python, SQL, R Experience in advanced analytics and data manipulation Familiarity with generative AI models Experience working effectively and collaboratively in a team, while being sufficiently self-directed to meet deadlines and produce high-quality output when working independently Be able to find innovative, practical and flexible solutions to business issues Excellent command of English language (verbal and written) The ideal candidate will also have some previous specific experience (through internships or course work) in one or more of our current domain focus areas: Financial services: e.g. credit risk measurement, market risk measurement, liquidity management, stress testing, financial modelling, model validation, derivatives pricing Supply Chain analytics: e.g. demand forecasting, network optimization, operations planning This role is located in Raleigh, NC. Our other office locations are not options for this role. * Please note: Earliest start dates for this role will range from mid-summer to late fall of 2026. Start dates are assigned based on business need. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Underwriting **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $89,800.00 - $148,300.00 **Target Openings** 1 **What Is the Opportunity?** Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers. This role is part of the Construction Services team which provides surety bonds to public and private owners of construction projects. Underwriters also analyze business operations, financial statements and evaluate market forces to provide consultative services to contractors. The Account Executive (AE) will build and maintain relationships with agents and brokers to provide insurance or surety solutions to customers. An AE will analyze and evaluate risk to achieve business goals within an assigned book of business. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers. **What Will You Do?** + Manage the profitability, growth, and retention of an assigned book of business. + Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability. + Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives. + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities. + Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. + Identify and capture new business opportunities using consultative marketing and sales skills. + Develop and execute individual agency sales plans that align with the team's sales plans to drive success. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Bachelor's degree. + Three to five years of applicable underwriting experience. + Working knowledge of products, the regulatory environment, and local market conditions. + Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite. + Communication skills with the ability to successfully negotiate with agents and brokers. **What is a Must Have?** + Two years of underwriting, product knowledge, financial analysis, or risk assessment experience. **What Is in It for You?** + **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .

Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $89,800.00 - $148,300.00 Target Openings 1 What Is the Opportunity? Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers. This role is part of the Construction Services team which provides surety bonds to public and private owners of construction projects. Underwriters also analyze business operations, financial statements and evaluate market forces to provide consultative services to contractors. The Account Executive (AE) will build and maintain relationships with agents and brokers to provide insurance or surety solutions to customers. An AE will analyze and evaluate risk to achieve business goals within an assigned book of business. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers. What Will You Do? * Manage the profitability, growth, and retention of an assigned book of business. * Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability. * Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives. * Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities. * Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. * Identify and capture new business opportunities using consultative marketing and sales skills. * Develop and execute individual agency sales plans that align with the team's sales plans to drive success. * Perform other duties as assigned. What Will Our Ideal Candidate Have? * Bachelor's degree. * Three to five years of applicable underwriting experience. * Working knowledge of products, the regulatory environment, and local market conditions. * Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite. * Communication skills with the ability to successfully negotiate with agents and brokers. What is a Must Have? * Two years of underwriting, product knowledge, financial analysis, or risk assessment experience. What Is in It for You? * Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. * Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. * Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. * Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. * Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit *********************************************************

Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary The Senior Financial Analyst role serves as a business partner and financial steward for the Transamerica's Distribution business, which consists of World Financial Group (WFG) and Transamerica Financial Advisors (TFA). The Sr Financial Analyst partners with sales leaders and other key stakeholders to deliver organic opportunities to grow sales/revenue, improve agent productivity & activation, enhance expense efficiency, and measure financial and operational effectiveness of sales and marketing initiatives. Promotes a quantitative approach to deliver proactive diagnostic financial analysis and decision support analysis to drive sound financial outcomes. Participates in select special projects around financial governance and key agent value offerings to drive immediate and meaningful impacts to the distribution organization. Responsibilities: * Serve as a business partner for WFG and TFA * Develop and present actual results on key metrics, sales, agent productivity, & financial statements with a focus on delivering deeper data views around agents, products, carriers, and geographic footprints * Develop executive-level messaging, root cause explanations, and actionable insights around key metrics, sales, agent productivity, financial results, and industry market trends * Conduct financial analysis/modeling efforts to drive sales growth and improve agent productivity, partnering closely with sales leaders, finance subject matter experts, and other stakeholders * Serve as a contributor in developing management actions along with Return-On-Investment tracking capabilities to support achievement of Plan commitments * Provide thought leadership around a new Operating Expense process and partner with subject matter experts on improving transparency and insights on functional area expense components * Partner with WFG & TFA sales leaders on development and execution of annual plan * Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result * Determines appropriate methodology to prepare information for use by others * Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions. * Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis. * Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required. Qualifications: * Bachelor's degree in Accounting or Finance and/or equivalent work experience. * Minimum of 5 years experience, with degree. * Advanced MS Excel/PowerPoint Power. Preferred Qualifications: * Professional experience with a retail Broker-Dealer and/or Insurance/Annuity distribution organization * Product knowledge for retail individual investors in mutual funds, life insurance, variable annuities, separately managed accounts and familiar with client suitability * Knowledgeable in GAAP / IFRS Accounting treatment * Direct experience in driver based financial modeling of multi-year operating results * Exceptional ability to concisely communicate complex analysis to a management audience * Assess and maintain prioritization of deliverables * Provide independent assessment of business performance * Proven ability to establish routines with business partners for efficient and effective decision making * Effectively operate in a matrix operating structure Working Conditions: * Hybrid (Tuesday - Thursday) * Fast paced deadline-driven office environment, occasional travel. The Salary for this position generally ranges between $78,000 - $93,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * College Coach Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

**The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.** _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@crcgroup.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st Shift (United States of America) **Please review the following job description:** The Tax Senior Analyst is responsible for the preparation and filing of tax returns, assisting with the quarterly tax provision, and conducting tax research. The Tax Senior Analyst will work closely with various departments to provide support and ensuring accurate and timely tax filings. **KEY RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. + Prepare federal, state and local corporate tax returns and informational reporting. + Assist with the preparation of the quarterly and annual tax provision (current and deferred) for the relevant legal US. + Assist with income and indirect tax audits and notices, including preparing documentation, responding to inquiries, and resolving any issues or discrepancies. + Coordinate with external advisors and tax authorities to address tax issues and ensure compliance with state and local tax requirements. + Monitor changes in tax legislation and regulations in various jurisdictions, assessing their impact on the company and ensuring timely implementation of necessary changes. + Assist with the preparation and filing of tangible personal property tax returns for multiple jurisdictions, ensuring compliance with state and local tax laws + Ensure timely and accurate payment of state and local taxes monthly, quarterly or annually + Research state and local tax issues including nexus determinations + Respond to inquiries and provide support for customer-related state tax issues, including exemption certificates, W-9, and taxability questions. **EDUCATION AND EXPERIENCE** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. + Bachelor's Degree in Accounting, Finance, or a related field required; Master's Degree preferred. + Minimum of 2-3 years of experience in tax compliance, preferably in a corporate environment. + Experience with tax research and tax planning. + Experience with Thomson Reuters ONESOURCE and Checkpoint **CERTIFICATIONS, LICENSES, REGISTRATIONS** + Certified Public Accountant (CPA) or equivalent certification (preferred). **FUNCTIONAL SKILLS** + Proficiency in tax software and Microsoft Office Suite. + Excellent analytical and problem-solving skills. + Strong communication and interpersonal skills. + Ability to manage multiple projects and meet deadlines. + Detail-oriented with a high level of accuracy. **General Description of Available Benefits for Eligible Employees of CRC Group:** At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. **_CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** Pay Transparency Nondiscrimination Provision E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf) Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence. Why CRC Group? - Growth: Advance your career with our learning and leadership development programs. - Innovation: Work in a forward-thinking environment that values new ideas. - Community: Be part of a supportive team that celebrates success together. - Benefits: Enjoy competitive compensation, health benefits, and retirement plans. Who We're Looking For We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Tax Senior Analyst is responsible for the preparation and filing of tax returns, assisting with the quarterly tax provision, and conducting tax research. The Tax Senior Analyst will work closely with various departments to provide support and ensuring accurate and timely tax filings. KEY RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Prepare federal, state and local corporate tax returns and informational reporting. * Assist with the preparation of the quarterly and annual tax provision (current and deferred) for the relevant legal US. * Assist with income and indirect tax audits and notices, including preparing documentation, responding to inquiries, and resolving any issues or discrepancies. * Coordinate with external advisors and tax authorities to address tax issues and ensure compliance with state and local tax requirements. * Monitor changes in tax legislation and regulations in various jurisdictions, assessing their impact on the company and ensuring timely implementation of necessary changes. * Assist with the preparation and filing of tangible personal property tax returns for multiple jurisdictions, ensuring compliance with state and local tax laws * Ensure timely and accurate payment of state and local taxes monthly, quarterly or annually * Research state and local tax issues including nexus determinations * Respond to inquiries and provide support for customer-related state tax issues, including exemption certificates, W-9, and taxability questions. EDUCATION AND EXPERIENCE The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree in Accounting, Finance, or a related field required; Master's Degree preferred. * Minimum of 2-3 years of experience in tax compliance, preferably in a corporate environment. * Experience with tax research and tax planning. * Experience with Thomson Reuters ONESOURCE and Checkpoint CERTIFICATIONS, LICENSES, REGISTRATIONS * Certified Public Accountant (CPA) or equivalent certification (preferred). FUNCTIONAL SKILLS * Proficiency in tax software and Microsoft Office Suite. * Excellent analytical and problem-solving skills. * Strong communication and interpersonal skills. * Ability to manage multiple projects and meet deadlines. * Detail-oriented with a high level of accuracy. General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Tax Senior Analyst is responsible for the preparation and filing of tax returns, assisting with the quarterly tax provision, and conducting tax research. The Tax Senior Analyst will work closely with various departments to provide support and ensuring accurate and timely tax filings. KEY RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Prepare federal, state and local corporate tax returns and informational reporting. Assist with the preparation of the quarterly and annual tax provision (current and deferred) for the relevant legal US. Assist with income and indirect tax audits and notices, including preparing documentation, responding to inquiries, and resolving any issues or discrepancies. Coordinate with external advisors and tax authorities to address tax issues and ensure compliance with state and local tax requirements. Monitor changes in tax legislation and regulations in various jurisdictions, assessing their impact on the company and ensuring timely implementation of necessary changes. Assist with the preparation and filing of tangible personal property tax returns for multiple jurisdictions, ensuring compliance with state and local tax laws Ensure timely and accurate payment of state and local taxes monthly, quarterly or annually Research state and local tax issues including nexus determinations Respond to inquiries and provide support for customer-related state tax issues, including exemption certificates, W-9, and taxability questions. EDUCATION AND EXPERIENCE The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree in Accounting, Finance, or a related field required; Master's Degree preferred. Minimum of 2-3 years of experience in tax compliance, preferably in a corporate environment. Experience with tax research and tax planning. Experience with Thomson Reuters ONESOURCE and Checkpoint CERTIFICATIONS, LICENSES, REGISTRATIONS Certified Public Accountant (CPA) or equivalent certification (preferred). FUNCTIONAL SKILLS Proficiency in tax software and Microsoft Office Suite. Excellent analytical and problem-solving skills. Strong communication and interpersonal skills. Ability to manage multiple projects and meet deadlines. Detail-oriented with a high level of accuracy. General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Alera Group is looking for a Financial Analyst. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. RESPONSIBILITIES * Oversee analytics and financial reporting functions, including claims audit reconciliation (Springbuk/NavMD), monthly client financials, deduction and COBRA modeling, Rx rebate tracking, benchmarking, and preparation of dashboards, reports, and ad-hoc analyses * Serve as a key partner across clients and vendors-acting as primary liaison for analytics platform implementations, managing report requests, ensuring accurate data submissions, evaluating high-cost clinical cases, and presenting insights to clients and internal leaders * Maintain operational excellence by supporting RFP data needs, training team members on audits and reporting processes, backing up the Sr. Financial Analyst, staying current on analytics systems and licensing requirements, and working independently with minimal supervision QUALIFICATIONS * Bachelor's degree with 3+ years of relevant experience preferred. * Experience with Microsoft Office is required. * Power BI and Tableau experience preferred. ADDITIONAL INFORMATION This job is fully remote. Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. Salary range is $65K to 80K per year. We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #LI-AM1 #LI-Remote Location Type Remote