Remote Investment Analyst - AI Trainer ($50-$60/hour)
Remote job
We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.
In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.
Benefits:
● This is a full-time or part-time REMOTE position
● You'll be able to choose which projects you want to work on
● You can work on your own schedule
● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work
Responsibilities:
● Give AI chatbots diverse and complex problems and evaluate their outputs
● Evaluate the quality produced by AI models for correctness and performance
Qualifications:
● Fluency in English (native or bilingual level)
● Detail-oriented
● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
● A current, in progress, or completed Masters and/or PhD is is preferred but not required
Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.
Remote Financial Planner - AI Trainer ($150 per hour)
Remote job
Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based **Investment Banking or Private Equity Experts** for a research project with a leading foundational model AI lab.
You are a good fit if you: - Have **at least 2 years of experience** working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is **fully asynchronous** and can be done around your schedule - You will be **building financial models** from scratch that would be reflective of what you did on desk - You must be able to commit **at least 20 hours per week** for this role - This contract is till end of February (with the possibility of extension) - Successful contributions increase the odds that you are selected on future projects with Mercor - The vetting process involves: - ~10 minute behavioral interview asking about previous deals you've worked on - Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: - **This role will pay $150/hour** - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates** Limited time referral bonus: - **$1,000 referral bonus** for anyone you refer between December 11th and December 14th that passes the work trial and works at least 10 hours on the project - After that, the referral bonus will go back to $500
Financial Analyst
Remote job
***LOCAL CANDIDATES ONLY***
Job Title: Financial Analyst (FP&A)
Employment Type: Contract-to-Hire at a full time schedule of 40+ hours per week.
Pay: $30-35/hour W2
About the Role:
Our client, a well known healthcare organization, is seeking a detail-oriented and proactive Financial Analyst (FP&A) to join the team in Norwalk, OH. This role is responsible for supporting financial planning and analysis initiatives, including budgeting, forecasting, variance analysis, and operational performance improvement. The Financial Analyst will collaborate with leaders across the organization to provide insights and support strategic decision-making.
Key Responsibilities:
Develop monthly, quarterly, and annual financial forecasts using historical trends and operational data.
Prepare detailed variance analyses comparing actuals to budget/forecast and communicate key drivers to leadership.
Build and maintain financial models to support scenario planning and operational decision-making.
Partner with department leaders to identify financial risks, opportunities, and cost-saving initiatives.
Consolidate and interpret financial results across departments for reporting packages.
Support long-range planning by evaluating key business assumptions and market trends.
Monitor KPIs and operational metrics, translating them into actionable insights for leadership.
Assist with ad hoc financial analysis to support investment decisions, resource allocation, and performance improvement efforts.
Qualifications:
Bachelor's degree in Finance or Accounting required; Master's preferred.
3+ years of FP&A or financial analysis experience.
Strong experience with variance analysis, budgeting, and financial forecasting.
Ability to extract, interpret, and present financial data clearly to non-financial stakeholders.
Excellent analytical, organizational, and communication skills.
Why Join:
Hybrid work schedule with flexibility to work remotely.
Opportunity to partner with cross-functional leadership and drive impact on financial performance.
Collaborative and fast-paced environment where your insights will influence key decisions.
Infor Finance ERP Analyst - 245267
Remote job
Infor Finance ERP Analyst
100% Remote
Unable to provide sponsorship now or in the future
Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system.
Responsibilities:
Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module.
Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience.
Configure ERP modules to meet business needs and align with established workflows.
Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications.
Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions.
Propose and implement enhancements to optimize system performance and streamline business operations.
Conduct user training sessions and develop comprehensive manuals and guides for ERP usage.
Maintain detailed documentation of system updates, configurations, and procedures for future reference.
Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed.
Requirements:
Associate's Degree required, Bachelor's Degree preferred.
3+ years of experience configuring the Infor Finance module.
Experience in troubleshooting and solving technical issues related to ERP systems.
Strong communication skills.
Client Advisor, San Diego (Part-Time)
Remote job
This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991.
Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal.
While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East.
Position Purpose
As a Part-Time Client Advisor (2 days) with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann's global vision. Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann's core values of integrity, creativity and passion.
Role Responsibilities
· Achieving sales targets and store KPI's whilst upholding Zimmermann's brand standards including store and visual presentation, stock and inventory
· To ensure that an exemplary standard of client service is provided to Zimmermann's clientele in line with the brand's global vision.
· Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships.
· Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives.
· Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention.
· Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety.
About You
· Capability and drive to reach KPIs and Sales Targets
· Demonstrates professionalism, optimism and team orientated approach.
· Exceptional communication and interpersonal skills
· Previous sales experience in luxury designer fashion
· A passionate brand ambassador who embodies the Zimmermann values
· Ability to cultivate Zimmermann's brand loyalty though positive client interactions.
· Detailed orientated
· Excellent organisational skills and problem-solving ability
· A passion for exceeding customer expectations
· Ability to build ongoing rapport with clientele
· Ability to work independently and as part of a team
Why join our team?
· Bespoke career development plans and access to strong mentors and industry leaders.
· Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally.
· Competitive package, seasonal uniforming and team member discount
· Be part of a responsible fashion house with a focus in leading in sustainability
Compensation
Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure.
Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range of $18 to $20.
In addition to hourly pay, Client Advisors are also eligible for commission on all sales.
At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You'll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success.
Diversity Statement
Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process
Financial Consultant
Remote job
We are looking to rapidly expand, providing the perfect opportunity to work from home.
This position is for an Entry level financial consultant (part-time or full-time)
. Industry demand is at an all-time high due to current times. Our firm believes in taking on an educational approach to finances and delivering our expertise to people from all walks of life. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. This is an opportunity for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game-plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, and insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.
Our Company Offers:
Flexible schedule
Part-Time and Full-Time Positions Available
Exciting Work Environment
Unlimited Growth Potential
Work From Home
Key Responsibilities:
Study, Learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies
Qualifications:
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 30 days
Entrepreneurial spirit is key.
Preferred Qualities:
We are looking for individuals that have the following qualities and mindset:
Honesty and integrity are characteristics you live by.
You value and believe in our mission and cause.
You are constantly looking for personal growth.
You are a leader or want to learn to lead.
You are a self-starter and goal-oriented
You can work independently and work well as a team player
Income Model: 100% COMMISSION INCOME
Residual income per annual client contract anniversary
Passive income base for agency development
Equity asset and full business ownership
Bonuses
Do not apply if you are looking for a punch-in punch-out type of job.
This can be an uncapped part-time opportunity for those looking for an additional source
of income.
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Compensation details: 82000-125000 Yearly Salary
PI1d951524d52d-31181-38230194
RequiredPreferredJob Industries
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Investment Banking Associate
Remote job
Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service.
About Role
Howden Tiger Capital Markets & Advisory LLC dba Howden Tiger Capital Markets & Advisory
Associate
Location: New York, NY
Job Description
Howden Tiger Capital Markets & Advisory is seeking an Associate in New York, NY.
The Associate will participate in all stages of transaction executions, from the pitch phase through closing. Own day-to-day execution of live transactions. Lead client communications on live transactions. Develop and maintain client relationships. Assist with transaction structuring and negotiation. Participate in business development activities. Present materials in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. Execute M&A, equity, debt and ILS transactions. Provide support for and conduct mergers and acquisitions, public and private capital offerings, insurance linked security (ILS) offerings and other financial advisory services. Mentor and lead analysts and other associates. Mentor and lead intern class. Assist with producing internal training materials. Supervise one analyst which will include regular monthly performance review and formal year-end review. Originate client business. Attend industry conferences and set up meetings. Supervise one (1) subordinate with title: Analyst. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location.
Job Requirements
Requires at least a Bachelor's degree or foreign equivalent in Finance, Economics, Actuarial Science, Mathematics, Public Policy, or a related field. Must possess 2 years of experience with all of the following: (a) working in the financial services industry with investment banking; (b) working with Mergers and Acquisitions (M&A) transactions; (c) using Capital IQ to conduct industry research and transaction sourcing; (d) completing financial analysis and valuation modeling utilizing Capital IQ; (e) drafting transaction documents including confidential information memorandums (CIMs), teasers, and management presentations; (f) utilizing advanced Excel including: VLOOKUPS, Index Match, If, Then statements, SumIf, SumProduct, Macros, and pivot tables; (f) conducting hard and soft due-diligence; (g) completing financial analysis and valuation methodologies including discounted cash flow (DCF), leveraged buyout (LBO), and comparable company; (h) preparing client recommendations and pitches on strategic alternatives, capital raising, financing options, and market conditions. Experience may be gained concurrently. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location.
Compensation and Benefits
The expected base salary range for this role is $175,000 - $225,000, depending on experience and location.
In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including:
Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts
401(k) retirement plan
Flexible Paid Time Off and paid parental leave
Life and Disability insurance
Auto-ApplyInvestment Banking Associate
Remote job
Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role Howden Tiger Capital Markets & Advisory LLC dba Howden Tiger Capital Markets & Advisory
Associate
Location: New York, NY
Job Description
Howden Tiger Capital Markets & Advisory is seeking an Associate in New York, NY.
The Associate will participate in all stages of transaction executions, from the pitch phase through closing. Own day-to-day execution of live transactions. Lead client communications on live transactions. Develop and maintain client relationships. Assist with transaction structuring and negotiation. Participate in business development activities. Present materials in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. Execute M&A, equity, debt and ILS transactions. Provide support for and conduct mergers and acquisitions, public and private capital offerings, insurance linked security (ILS) offerings and other financial advisory services. Mentor and lead analysts and other associates. Mentor and lead intern class. Assist with producing internal training materials. Supervise one analyst which will include regular monthly performance review and formal year-end review. Originate client business. Attend industry conferences and set up meetings. Supervise one (1) subordinate with title: Analyst. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location.
Job Requirements
Requires at least a Bachelor's degree or foreign equivalent in Finance, Economics, Actuarial Science, Mathematics, Public Policy, or a related field. Must possess 2 years of experience with all of the following: (a) working in the financial services industry with investment banking; (b) working with Mergers and Acquisitions (M&A) transactions; (c) using Capital IQ to conduct industry research and transaction sourcing; (d) completing financial analysis and valuation modeling utilizing Capital IQ; (e) drafting transaction documents including confidential information memorandums (CIMs), teasers, and management presentations; (f) utilizing advanced Excel including: VLOOKUPS, Index Match, If, Then statements, SumIf, SumProduct, Macros, and pivot tables; (f) conducting hard and soft due-diligence; (g) completing financial analysis and valuation methodologies including discounted cash flow (DCF), leveraged buyout (LBO), and comparable company; (h) preparing client recommendations and pitches on strategic alternatives, capital raising, financing options, and market conditions. Experience may be gained concurrently. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location.
Compensation and Benefits
The expected base salary range for this role is $175,000 - $225,000, depending on experience and location.
In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including:
* Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts
* 401(k) retirement plan
* Flexible Paid Time Off and paid parental leave
* Life and Disability insurance
Auto-ApplyStrategic Finance Analyst II (Revenue, Marketplace)
Remote job
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.
We're looking for a passionate and analytically minded professional to join the Strategic Finance team to support the growth of Affirm's Marketplace (“MP”) business. Strategic Finance is responsible for driving company strategy, empowering executive decision making, and guiding the company towards achieving its goals. This high impact, highly visible role sits on the Revenue Finance group, a scrappy, tight-knit team with outsized cross-functional impact and ownership. We help set the company-wide targets, provide forecasts and real time analytics to executives and business leaders, and partner cross functionally to evaluate strategic business and product decisions. The ideal candidate will not only have superb technical skills but also strong interpersonal skills and the ability to influence and present to all levels of the organization.
What you'll do
Serve as an end-to-end financial expert and drive business outcomes through strategic and analytic support for the Marketplace business
Analyze and report realized performance to company leaders and external partners on key top-line performance metrics and targets, and drive accountability for results
Design and deliver scalable automated user and financial dashboards and analytics for cross departmental and executive consumption
Develop bottoms up business unit financial models for Affirm's Ad Revenue and Marketplace GMV
Collaborate with cross functional teams (i.e. Strategic Partnerships, Product, Revenue Analytics, Merchant Pricing and Credit) to scale marketplace profitably through high impact strategic projects
What we look for
Passion and drive to disrupt the lending and financial industry for the better
Strong sense of ownership, intellectual curiosity and an ability to think creatively and critically and thrive in a fast-paced, dynamic, and often ambiguous work environment
Excellent communicators who seek out the opportunity - and accountability - that comes with being front and center with company executives
High attention to detail but an equally important ability to see the big picture and evaluate analyses with strategic business context
2+ years experience in fast-paced analytical roles (investment banking, consulting, data science, analytics, etc.)
Excellent excel/sheets ability (you should be prepared for a financial model case study)
Experience and proficiency in SQL
Experience in Sigma, Looker or similar BI tool a plus
Base Pay Grade - I
Equity Grade - 3
Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills. Base pay is part of a total compensation package that may include monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents). In addition, the employees may be eligible for equity rewards offered by Affirm Holdings, Inc. (parent company).
CAN base pay range per year: $90,000 - $130,000
Employees new to Affirm typically come in at the start of the pay range.
Please note that sponsorship is not available for this position.
#LI-Remote
Affirm is proud to be a remote-first company! The majority of our roles are remote and you can work almost anywhere within the country of employment. Affirmers in proximal roles have the flexibility to work remotely, but will occasionally be required to work out of their assigned Affirm office. A limited number of roles remain office-based due to the nature of their job responsibilities.
We're extremely proud to offer competitive benefits that are anchored to our core value of people come first. Some key highlights of our benefits package include:
Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents
Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses
Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge
ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount
We believe It's On Us to provide an inclusive interview experience for all, including people with disabilities. We are happy to provide reasonable accommodations to candidates in need of individualized support during the hiring process.
[For U.S. positions that could be performed in Los Angeles or San Francisco] Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative for Hiring Ordinance, Affirm will consider for employment qualified applicants with arrest and conviction records.
By clicking "Submit Application," you acknowledge that you have read Affirm's Global Candidate Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as described therein.
Auto-ApplyInsights Analyst, Corporate
Remote job
About Us:
YipitData is the leading market research and analytics firm for the disruptive economy, and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments.
Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers-ranging from the world's top investment funds to Fortune 500 companies-depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence.
We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture-recognized by
Inc.
as a Best Workplace for three consecutive years-emphasizes transparency, ownership, and continuous mastery.
What It's Like to Work at YipitData:
YipitData isn't a place for coasting-it's a launchpad for ambitious, impact-driven professionals.
From day one, you'll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers.
Why Top Talent Chooses YipitData:
Ownership That Matters: You'll lead high-impact projects with real business outcomes
Rapid Growth: We compress years of learning into months
Merit Over Titles: Trust and responsibility are earned through execution, not tenure
Velocity with Purpose: We move fast, support each other, and aim high-always with purpose and intention
If your ambition is matched by your work ethic-and you're hungry for a place where growth, impact, and ownership are the norm-YipitData might be the opportunity you've been waiting for.
About The Role:
YipitData's Corporate team collaborates directly with organizations like Summer Fridays, FanDuel, Uber, and Harbor Freight to help them make sense of the vast amounts of external data available. We source, clean, organize, and contextualize data to support our clients in answering their key business questions. We are expanding our Insights team within the Corporate practice by welcoming an Insights Associate to develop and deliver data-driven insights for prospective clients.
This is a fantastic opportunity for someone with 3-5+ years of experience who wants to enhance their data analysis skills, gain exposure to executives, have a meaningful impact on the businesses we support, and get in on the ground floor of a rapidly growing team at YipitData. Insights Analysts will collaborate closely with Marketing, Sales, and Data Product teams to create and communicate data-driven insights, leveraging a variety of data sources to inform prospective client decision-making.
You could be a good fit if you are comfortable with understanding, manipulating, visualizing, and articulating data to tell compelling business stories with immediately actionable recommendations.
This is a remote-friendly opportunity that can sit in NYC (where our headquarters is located), or anywhere in the US.
As an Insights Analyst, you'll gain experience in:
Product & Service Delivery: Data and product delivery for corporate accounts. Responsible for quality assuring data products, engaging with clients on technical/product oriented questions, and fulfilling ad hoc solution requests. Our team collaborates closely with our central data team to refine and improve our data when issues are identified with the data or when ad-hoc prompts the need for new data features.
Customer Engagement & Impact: At the end of the day, all our efforts aim to provide actionable insights with a measurable positive impact on our customer's business. Solutions team members consult with the client to uncover business opportunities and provide actionable insights that guide decision-making. Driving towards and documenting impact stories ensures stickiness and ROI.
Product Innovation: Developing dynamic and scalable products to onboard and launch new clients and contribute to the enhancement, expansion and design of our core products for brands and retailers. We encourage experimentation and, through the evolution of new analytic techniques to serve customer business needs you'll help grow customer value.
You Are Likely To Succeed If You Have:
3-5+ years of experience in business analytics or consulting
Experience working for or collaborating with brand manufacturers and/or retailers, with a strong understanding of their business needs
A passion for data-driven storytelling
A passion for data analysis; SQL and/or Python experience is preferred, but not necessary; must have a willingness to learn
Ability to work collaboratively in an innovative, entrepreneurial, and dynamic environment
What We Offer:
Our compensation package includes comprehensive benefits and perks, equity, and a competitive salary:
We care about your personal life, and we mean it. We offer flexible work hours, unlimited vacation, a generous 401K match, parental leave, team events, a wellness and work-from-home budget, learning reimbursement, and more!
Your growth at YipitData is determined by the impact that you make, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to self-improve and master their skills in an environment focused on ownership, respect, and trust.
The annual base salary for this position is anticipated to be $125K. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity.
Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship.
This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding.
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.
Auto-ApplyFinancial IS Systems Analyst
Remote job
Who We Are
At Benesch we pride ourselves on exceeding expectations and building trust not only with our clients but with our employees - Benesch's #1 asset. Committed to providing not only the highest level of legal service to our clients, Benesch also aspires to create a positive work environment for our employees. Our Firm continues to earn placement on Chicago and Cleveland's Top Workplaces list, along with Cleveland's NorthCoast 99 Top Workplaces rankings. We also continue to advance on the AmLaw 150 list, placing us among the top 150 law firms in the country.
Benesch is proud to be recognized for being a Firm that attracts and retains top talent - making Benesch a great place to work. We offer a hybrid schedule, career development and growth, transparent and visible leadership teams, and a place where diversity, equity and inclusion is celebrated. In addition, the Firm offers a full array of benefits which can be viewed at **************************
Working with Us - Come and "Be Benesch!"
We are one of the fastest growing firms in the nation, and have offices in Chicago, Columbus, San Francisco, New York City, and Wilmington. We continue to expand our geographic footprint and value the talent that comprises each of our locations. If you are someone who champions a First in Service approach and are ready to be part of an exciting and growing Firm, we would invite you to apply to join our team.
Want to know more? To hear from some of our team, click here: *********************************************
Benesch is proud to announce the opening for a Financial IS Systems Analyst in our Cleveland office! This position is hybrid and has work from home flexibility.
Position Summary:
Do you have at least 5 years of experience in accounting or ERP systems? Do you have experience with Aderant accounting software, SQL and PowerBI? Are you proficient in Aderant and Elite 3E user interfaces and table structures? Are you looking for an opportunity to combine your HRIS experience with your financial acumen? Are you looking to take your career in project and change management to the next level? Then the Financial IS Systems Analyst position may be what you're looking for! This position is the perfect union of accounting, IS and business administration.
The Financial IS Systems Analyst is responsible for the day-to-day administration of the support, analysis and continuous improvement efforts for the suite of financial systems used by the Finance Department. The Financial IS Systems Analyst ensures the administration of the system is handled efficiently and effectively by taking timely action to resolve service desk requests; manage routine systems configuration and maintenance; respond to business questions and perform root cause analysis of any issues.
ESSENTIAL RESPONSIBILITIES:
1. Manages financial systems, related user support functions, user training and work balancing efforts for the systems including:
Employee management tasks/user access administration
Mass updates in Aderant via SQL
Monthly & annual rate changes for all standard, exception & variable rates
Update bill images when document modifications are made
Provide support to external vendors
Actioning service desk problems, issues, and service requests,
Understanding and maintenance of system and data interdependencies
Initial point of contact for Aderant and other finance system users' support concern
2. Supports Aderant applications (Classic, Expert Billing, BillBlast, Expert Rates, EA Pro, etc) and other integrated systems (InTapp Time, Billstream, Emburse Expense, Emburse Invoice, EI Dynamics, BigHand, BigSquare, etc) used by the Finance team.
3. Writes SQL queries for Management Studio users (weekly time reports, compliance reports for FP&A, billing, etc.) and creates reports for Finance users with various tools such as SSRS, Excel and Power BI.
4. Develops and maintains financial system business administration and support policies, procedures and support documentation.
5. Acts as a data steward for the firm's financial and operational data, aiding in the development of efficient reporting solutions.
6. Validates business functions after installations, patches, etc. are completed by the vendor or IT Team.
7. Drives continuous improvements, identifying best practices and system enhancements.
8. Maintains strict confidentiality of the Firm's internal and personnel affairs and client information.
9. Anticipates problems and potential issues, exercises independent judgment and makes justifiable decisions, and takes action in solving problems while knowing when and to whom to escalate issues.
QUALIFICATIONS
The Financial IS Systems Analyst should have a Bachelor's degree in Information Technology, Business Administration or Accounting with Information Systems focus. A minimum five (5) to eight (8) years' experience with accounting or ERP systems and relational databases is required. Experience with Aderant or Elite 3E is required. Strong computer skills are essential including advanced Excel, SQL, Power BI and SSRS. An understanding of project management is required. The Financial IS Systems Analyst champions a continuous improvement mindset, demonstrates Benesch's "First in Service" mentality, and builds relationships with internal clients across management and practice groups. Excellent written and verbal skills are essential. Must have a demonstrated ability to produce results in tight timeframes while managing several projects. Must be willing to work a flexible schedule and the hours needed to accomplish firm expectations.
The salary range for this position is $73K to $145K.
Please note that quoted salary ranges are based on Benesch's good faith belief at the time of the job posting and are not a guarantee of what final salary offers may be. Base pay is based on market location and may vary depending on job-related knowledge, skills, and experience. Base pay is only one part of the Total Rewards that Benesch provides to compensate and recognize our staff professionals for their work. Full-time positions are eligible for a discretionary bonus and a comprehensive benefits package.
Benesch is an equal opportunity employer. We strongly value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability (where applicant is qualified to perform the essential functions of the job with or without reasonable accommodations), medical condition, protected veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.
Applicants who are interested in applying for a position and require special assistance or an accommodation during the process due to a disability should contact the Benesch Human Resources Department by phone at ************ or email Christine Watson at **********************.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Analyst, Corporate Actions
Remote job
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.
Job Overview:
The Corporate Action team comprises of dividends, reorg, money market, proxies, restricted security, and cash & bank functionalities. The ideal candidate will need to understand data analysis, project management, and reporting tools and technology in general to effectively analyze business requirements, track project status, and translate business needs into technical requirements. The candidate will also need strong interpersonal, organization and communication skills (written and verbal) to be effective in the role.
Responsibilities:
Risk Management - Responsible for quality and risk control processes for monitoring systems, vendor oversite, and review of daily processing work for on and offshore team
Reconciliation and reporting of clearance accounts to ensure all allocations from our various depositories have been properly allocated. Additional reporting such as FRC and reserves
Responsible for timely and accurate submission of elections to various repositories and agents
Communicate with other internal departments as well as external 3rd parties including, but not limited to, contra brokers, transfer agents, issuers, vendors, and partners
Participate in internal audits by providing documentation and demonstrating compliance of all key and non-key controls in walkthroughs
Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure
Coordinate and lead training at a group or individual level.
Handle escalations by both the Service Center and Advisors; exercise superior judgement in keeping manager informed about issues
Attend and participate in reorganization industry focus group meetings with various companies and vendors
Understand and Interpret rule modifications in an ever-changing regulatory environment, and the business needs of LPL, our advisors, and other departments
Develop risk-based mitigation approaches that may yield changes to functions, and departmental requirements
Review processes and procedures to identify areas of improvement to mitigate risk, increase efficiency and ensure consistency to Advisors and Clients
Recognizes issues, problems, or opportunities and determines whether action is needed. Seeks the perspective of others and re-examines assumptions to creatively solve problems and generate solutions
Technology and Systems Management - Participate and implement departmental projects as well as coordinating and performing User Acceptance Testing and script writing
Makes connections & offers creative recommendations on how to solve business challenges
What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
3-5 years of industry experience (preferably corporate actions) in Operations, Compliance or Risk Management
All Microsoft applications, particularly VISIO, WORD, ACCESS, PowerPoint and Excel (VBA)
Core Competencies:
Ability to work independently in a fast-paced environment with multiple priorities
Ability to work with and communicate effectively at various levels throughout the organization.
Ability to learn multiple aspects of the Financial Services industry and understand how it all connects
Excellent verbal and written communication skills
Strong time management and organizational skills
Preferences:
Series 7 preferred
Bachelor's degree in accounting, Finance, or Economics from an accredited University or College or equivalent industry experience
SQL or Alteryx knowledge
#LPL-PA
Pay Range:
$27.01-$45.01/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit ************
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************.
EAC1.22.25
Auto-ApplyFinancial Analyst
Remote job
This position makes a high level of impact on a rapidly growing organization and has proven technical skills in financial planning and analysis, strong accounting background, and the ability to work cross-functionally in a dynamic and fast paced environment.
GREENSTATE CULTURE:
At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.
Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package.
This is a fully remote opportunity.
Essential Duties and Responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Assists in the preparation of the annual budgeting process, including the preparation of detailed financial forecasts and variance analysis. Monitors budget-to-actual performance and identify significant variances. Performs profitability modeling to analyze the risk adjusted return of differing products, lending channels, departments, and branches. Compiles and analyzes profitability reporting and summarizes results for stakeholders across the organization. Helps support the funds transfer pricing and credit risk analysis that is included within the profitability modeling. Creates and maintains procedures and documentation supporting the budgeting and profitability modeling process. Collaborates with departments to gather input and ensure data accuracy Maintains and improves financial models, tools and databases to support analysis. Prepares financial reports and analyzes key performance metrics to identify trends and variances. Supports monthly, quarterly, and annual financial reporting processes. Serves as financial liaison, providing guidance on metrics and interpretation of financial reports. Provides insights into profitability, cost management and operational efficiencies. Collaborates with Finance and Accounting to deliver financial reports and key metrics to Company Leadership and Board of Directors on a regular basis using Power BI platform. Prepares peer analysis reporting. Conducts special analyses and projects to support strategic initiatives.
Job Requirements/Expectations
Bachelor's degree in finance, accounting, economics, or related field. Progress towards CPA, CFA or other relevant certifications a plus. Minimum three years of progressive experience in financial planning and analysis, preferably within the financial services or credit union industry. Hands on experience developing annual operating budgets. Must be able to manage multiple assignments with changing deadlines in a high-pressure environment. Ability to coordinate and prioritize assignments and organize work efficiently for timely completion. Experience with financial modeling, planning, forecasting, and analysis skills; solid foundation in finance and GAAP accounting. Experience with Empyrean Solution or other financial institution budgeting and profitability software (ProfitStars, Axiom/Syntellis, etc.) a plus. Ability to draw important insights from analysis; understand and communicate the "story behind the numbers". Strong analytical and problem-solving skills. Proficiency in Microsoft Office, including Excel and Word. Power BI and SQL experience a plus. Ability, availability, and willingness to work flexible hours to accomplish workload. During periods of peak demand, job will require a non-traditional workweek with extra hours including evening and/or weekend duties. Interpersonal skills to diplomatically deal with employees of all levels, and to represent the credit union in a positive way during member contact. Ability to prioritize assignments and organize work efficiently, to handle large volumes of detail. Ability to deal tactfully and efficiently with members and co-workers on a professional level. Must be bondable.
Reporting Relationship
This position reports to the Finance Manager.
Supervisory Responsibilities
This position is not responsible for the supervision of others.
Equal Opportunity Employment Statement
GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID
Auto-ApplyLead Corporate Strategy Analyst
Remote job
Who We Are
Great Minds is a high-growth, mission-driven organization founded by educators in 2007. As a for-profit, Public Benefit Corporation, we believe all students deserve access to meaningful, challenging content-and all teachers deserve tools that are intuitive, effective, and built for the realities of today's classrooms.
We develop high-quality, knowledge-rich math, science and ELA curricula grounded in research and designed in collaboration with educators. Our materials reflect real classroom needs and are built to drive lasting student outcomes.
We are committed to usability, coherence, and practical implementation-supporting teachers not just through curriculum, but with professional learning, purposeful technology, and responsive service that enable strong adoption and impact.
What We Build
Our products-Eureka Math and Eureka Math², Wit & Wisdom, PhD Science, Geodes, and the newly launched Arts & Letters ELA-are trusted by thousands of schools and districts nationwide.
Eureka Math is the most widely used math curriculum in the U.S., and is focused on balancing conceptual understanding, procedural fluency, and application.
Wit & Wisdom and Arts & Letters ELA™ anchor our reading strategy with content-rich, grade-level instruction that integrates literature, history, and the arts, grounded in the science of reading. Geodes complements our reading suite with decodable texts that pair phonics with meaningful content to support early literacy.
PhD Science is a hands-on K-5 Science program that sparks curiosity as students build enduring knowledge of how the scientific world works.
These programs reflect a shared belief in high expectations, joyful rigor, and deep respect for educators and students.
Where We're Headed
Great Minds is entering a new stage of growth and product maturity. We are focused on building more connected, customer-informed experiences across the full educator journey-from curriculum to professional learning to platform and support.
Our long-term vision is to become a true partner in impact-not just delivering curriculum, but supporting educators in achieving outcomes at scale.
Job Purpose
Reporting to the Corporate Strategy leadership team, the Lead Corporate Strategy Analyst will play a critical supporting role in advancing Great Minds' long-term strategic initiatives. This role is responsible for conducting market and competitive research, analyzing internal performance data, and generating insights that support strategic decision-making. The Analyst will work closely with cross-functional teams and senior leaders to contribute to strategic planning efforts, partnership evaluation, and data-driven business cases.
This is an ideal role for an early-career professional with strong analytical skills, intellectual curiosity, and a desire to grow in a strategic function within a mission-driven organization.
Responsibilities
Conduct research and analysis on market trends, competitors, and industry dynamics to inform strategic priorities
Support the development of long-term strategic plans and annual operating plans through financial modeling, data analysis, and internal KPI tracking
Assist in identifying and evaluating potential partnerships, M&A targets, new market opportunities, and strategic initiatives
Build dashboards, reports, and presentations to communicate insights to leadership in a clear and compelling way
Collaborate with cross-functional teams to gather data and support implementation of strategic projects
Contribute to the preparation of board materials, strategy documents, and internal communications
Assist in modeling scenarios and business cases that inform investment or strategic decisions
Help track and monitor progress against strategic goals and report on key outcomes
Job requirements
Requirements
3+ years of experience in corporate strategy, management consulting, investment banking, or a similar analytical role
Strong analytical and quantitative skills, with proficiency in Excel, constructing financial models, and data visualization tools (e.g., Tableau, Power BI)
Excellent research and synthesis skills, with the ability to draw insights from complex data and translate them into clear narratives
Strong written and verbal communication and presentation skills; able to build professional-quality slide decks and internal memos
Collaborative mindset and ability to work effectively across teams in a fast-paced environment
High attention to detail, organization, and follow-through
Intellectual curiosity and a desire to learn and grow within a strategic function
Preferred
Experience in the K-12 education sector, edtech, or mission-driven organizations
Familiarity with business case development, financial modeling, or strategic planning processes
Interest in public education and a belief in the power of high-quality curriculum
Required Education
Bachelor's Degree
Status
Full-time
Location
Remote position; must be based in Boston Metropolitan Area
The expected base salary range for this position is $94,000-$107,000, however the offered salary may be higher or lower than the above range dependent on numerous factors including, but not limited to location, work experience, skills and internal equity considerations. The base salary is not inclusive of benefits or other incentives.
A cover letter and resume are required to be considered for this position.
New employees will be required to successfully complete a background check.
Any communication to applicants relating to the Great Minds hiring process will only come from email addresses with the domains greatminds.org or greatminds.recruitee.com. If in the course of the application or hiring process with Great Minds you are contacted through another domain, are requested to provide banking or other sensitive information, or you note any other suspicious activity, please contact ***********************
Great Minds is an equal opportunity employer. We will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation, and gender identity), national origin, disability, age, genetic information, or any other status protected under applicable federal, state, or local laws. Our policy reflects and affirms the organization's commitment to the principles of fair employment and the elimination of all discriminatory practices.
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Other jobs
Finance and Accounting Analyst 2
Remote job
This Finance and Accounting Analyst position reports to a Financial Manager within the Finance Operations group of OHSU Finance. The purpose of the position is to provide professional accounting and financial services such as analysis of financial records and reports, performance comparisons, preparation of forecasts and trends, variance analysis, budgeting/planning, cost analysis, compliance, data queries, and financial transactions/reports. These duties will be performed with higher level decision making, less supervision, and a wider scope of responsibility with a strong emphasis on problem solving and analytical activities.
Function/Duties of Position
Financial analysis, variance analysis, budgeting/planning - monthly data entry and variance analysis to budget, prepare annual budgets, and review/analyze financial data sets.
Financial Transactions/Reports/Proformas - submit a variety of invoices to outside institutions, prepare Jes and LD, reimbursements, requisition preparation, educate and assist programs in building of proformas. Apply GAAP.
Data Queries and compliance - Run ad hoc queries to analyze financial data. Ensure compliance with OHSU policies, as well as external policies.
Policies/Processes - develop policies and procedures, provide recommendations for improvements, and propose necessary changes/problem solve.
Other duties as assigned.
Required Qualifications
Bachelor's degree in Accounting, Finance, or a related field from an accredited college or university. AND
Minimum of 2 years of progressively responsible relevant work experience.
36 hours of accounting courses as described above or an accounting degree or demonstrate proficiency of accounting principles (GAAP).
Prior Academic Health Center or relevant financial specific experience performing analysis related to operational improvements and business cases.
Highly proficient with use of PC including database and spreadsheet applications.
Intermediate spreadsheet skills, including complex functions, formulas, and formatting.
Experience with relational databases.
Understanding of financial reporting concepts such as cost accounting and net present value analysis.
Communication and interpersonal skills including the ability to consult with internal and external customers regarding matters/issues which may be sensitive in nature.
Able to work independently and in a team environment.
Ability to problem solve, troubleshoot issues, apply process improvement, and provide professional customer service surrounding financial matters.
Preferred Qualifications
Experience with Oracle Financial Applications and Microsoft Suite.
Additional Details
8:00am - 4:30pm, Monday - Friday, remote work; may require occasional on-campus work. This position exists within a busy, ever changing and developing department with multiple demands and changing deadlines. Must be independent, flexible, and willing to adjust/adapt.
Benefits
Healthcare for full-time employees covered 100% and 88% for dependents.
$50K of term life insurance provided at no cost to the employee.
Two separate above market pension plans to choose from.
Vacation - up to 200 hours per year dependent on length of service.
Sick Leave - up to 96 hours per year.
9 paid holidays per year.
Substantial Tri-Met and C-Tran discounts.
Employee Assistance Program.
Childcare service discounts.
Tuition reimbursement.
Employee discounts to local and major businesses.
All are welcome Oregon Health & Science University values a diverse and culturally competent workforce. We are proud of our commitment to being an equal opportunity, affirmative action organization that does not discriminate against applicants on the basis of any protected class status, including disability status and protected veteran status. Individuals with diverse backgrounds and those who promote diversity and a culture of inclusion are encouraged to apply. To request reasonable accommodation contact the Affirmative Action and Equal Opportunity Department at ************ or *************.
Auto-ApplyResource Analyst
Remote job
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.
SMI is one of the most highly regarded technology producers in the human services field. We develop state-of-the-art solutions for complex human service operations. To maintain our prominence in this competitive industry, SMI recruits individuals who are technical, creative, client-focused, and most importantly, willing to go the
Extra Mile
. In our 54th year as a family-owned and operated business, SMI considers its employees and clients part of an extended family. We are a family serving families. Our culture is one of teamwork, dedication, empowerment, and a strong emphasis on work-life balance. We offer an optimal atmosphere for career growth and achievement while remaining competitive in terms of compensation and benefits. We are a multi-state, privately held administrative company with a staff of over 650 employees throughout the United States. We depend on the expertise of our SMI team to support and develop the very best systems and product lines in the industry and expect continued innovation. If you are looking for a meaningful and fulfilling career, we hope that you will consider SMI.
As a Resource Analyst, you will oversee resource allocation and optimize resource utilization across various projects and departments. Your expertise in resource planning and management will be instrumental in ensuring the efficient delivery of projects and achieving organizational goals. The ideal candidate possesses a strategic mindset, strong organizational skills, and excellent communication abilities.
Job Summary:
As a Project Analyst at SMI, you will play a pivotal role in the successful execution of projects related to payment processing and fintech solutions. You will leverage your expertise in project management and your knowledge of payment processing and/or fintech solutions to ensure projects are completed on time, within scope, and to the highest quality standards. The role will report to the Vice President of Project Management.
Key Functions/ Basic Duties:
Project Planning and Execution: Help lead projects and initiatives, managing business requirements, timing, risks, issues, decisions, interdependencies, and milestones. Develop comprehensive project plans, defining scope, objectives, deliverables, and timelines. Lead cross-functional teams to execute projects efficiently and effectively.
Payment Processing and Fintech Expertise: Leverage your knowledge of payment processing and/or fintech solutions to provide insights, guidance, and solutions to project challenges. Ensure compliance with industry standards and regulations.
Resource Management: Manage project resources effectively, including team members, budgets, and technology resources, to meet project goals.
Risk Management: Identify project risks and develop mitigation strategies. Proactively address issues that may impact project success.
Stakeholder Communication: Maintain clear and regular communication with stakeholders, including clients, team members, and executives, to provide project updates and ensure alignment with business objectives.
Project Documentation: Create and maintain detailed project documentation, including project plans, status reports, and documentation related to payment processing and fintech requirements.
Quality Assurance: Ensure project deliverables meet quality standards and adhere to best practices in payment processing and fintech.
Project Management Tools: Proficiently use project management tools such as Microsoft Project and Smartsheet to track and manage project progress, tasks, and dependencies.
Team Leadership: Mentor and coach team members, fostering a collaborative and high-performance work environment.
Education and/ or Experience:
Bachelor's degree in a related field (Business, Finance, Computer Science, etc.)
Minimum of 3 years of experience in project management, specifically in payment processing and/or fintech.
Proven track record of successfully managing complex projects from initiation to completion.
Proficiency in project management software, including Smartsheet and Microsoft Project.
Strong understanding of payment processing systems, fintech solutions, and relevant industry regulations.
Excellent communication, leadership, and problem-solving skills.
PMP or other relevant project management certification.
Language Skills:
Speaks English fluently.
Computer Skills:
Proficient in MS Office Suite and Smartsheet.
We are a drug-free workplace. We are an equal opportunity employer.
Auto-ApplySenior Revenue Analyst- REMOTE
Remote job
At Thorne, we work to deliver high-quality, science-backed solutions to empower individuals to take a proactive approach to their well-being. Each day begins with a mission to help others discover and achieve their best health. We count on our team members to challenge and push the boundaries to make that happen. At Thorne, you'll be joining a team of more than 750 passionate individuals committed to our cause of providing superior health solutions at every age and life stage.
Position Summary: Thorne is seeking a Senior Revenue Analyst to play a critical role in shaping visibility, accuracy, and insight into the company's top-line performance. This individual will lead key components of Thorne's revenue reporting, forecasting, and planning processes, including revenue consolidation, gross-to-net analysis, price/volume/mix decomposition, and channel-level revenue modeling. As a core member of the Strategic Finance team, the Senior Revenue Analyst will ensure revenue trends are accurately captured and translated into actionable forecasts that inform both short-term performance management and long-term planning. This role offers a unique opportunity to deliver high-impact reporting and forecasting that drives a deeper understanding of revenue performance across Thorne's multi-channel business. The position reports to the Senior Director of Strategic Finance and will collaborate closely with Finance and Commercial leaders across the organization.
This is a remote position.
Responsibilities
* Lead the monthly reporting of top-line results, compare performance against plan, forecast, and prior year, and decompose growth drivers including price, volume, mix, and gross-to-net investment
* Own the monthly rolling revenue forecast by partnering with channel leaders to gather inputs, translate business drivers into revenue projections and deliver accurate, timely forecasts
* Support the annual operating plan by developing channel-level revenue models, translating sales forecasts to unit-level detail, and incorporating gross-to-net and pricing assumptions across all channels
* Drive enhancement of reporting tools and analytics infrastructure through automation, data harmonization, and productivity initiatives that improve accuracy, timeliness, and scalability
* Design and deliver reporting solutions that elevate analytical insight and user experience, including dashboards, scorecards, and visualizations that simplify complex revenue data
* Execute special projects and ad-hoc analyses to support strategic initiatives and evolving business priorities5
* Translate complex financial and operational data into clear, visually compelling presentations for internal and external audiences, enabling data-driven discussions and informed decision-making
What You Need
* Bachelor's degree in Finance, Accounting or related field required
* A minimum of 3 years of experience in Finance or Accounting, preferably in DTC or consumer product environment required. MBA, CPA, CFA, or relevant professional certification is a plus
* 2 - 5 years of progressive financial experience, including planning, forecasting, financial analysis and reporting
* Strong organization, time management, and interpersonal skills
* Passionate, proactive, responsible, resourceful, hard-working, and willingness to learn
* Strong analytical and problem-solving skills with the ability to translate and articulate business impact in financial terms
* Strong process orientation and personal computer skills, especially in developing financial & analytical models, working with large data sets. Particularly strong excel skills preferred.
* Knowledge of visualization tools (e.g. Power BI) to transform financial data and analysis is a plus.
* Ability to work independently and as a member of a cross-functional team, and meeting deadlines while managing multiple tasks
* Knowledge of Microsoft Navision or Business Central is a plus
What We Offer
* Competitive compensation
* 100% company-paid medical, dental, and vision insurance coverage for employees
* Company-paid short- and long-term disability insurance
* Company- paid life insurance
* 401k plan with employer matching contributions up to 4%
* Gym membership reimbursement
* Monthly allowance of Thorne supplements
* Paid time off, volunteer time off and holiday leave
* Training, professional development, and career growth opportunities
Thorne is the leader in science-backed health and wellness solutions committed to helping individuals live healthier longer. As the top recommended clinical brand by healthcare practitioners, Thorne offers a comprehensive range of products including nutritional supplements and health tests designed to meet the unique needs of individuals at every stage of life. Founded in 1984, Thorne products are formulated with the highest-quality ingredients, supported by clinical research, and rigorously tested to ensure purity, potency, and efficacy. Thorne is trusted by 47,000+ health-care professionals, thousands of professional athletes, more than 100 professional sports teams, multiple U.S. National Teams, and more than five million consumers. For more information, visit Thorne.com.
THORNE IS AN EQUAL OPPORTUNITY EMPLOYER
Ambulatory Systems / Revenue Cycle Analyst - FT40 HYBRID (M-F)
Remote job
Job Description
MAIN FUNCTION:
The Ambulatory Systems/Rev Cycle Analyst is responsible for the build, configuration, testing, maintenance, and optimization of the Meditech Ambulatory Practice Management (PM) application, upstream and downstream ambulatory revenue cycle workflows. The analyst ensures effective clinic operations by supporting front-office processes including patient-facing tasks of scheduling, registration, insurance and benefits, eligibility verification, check-in and check-out, and back-office tasks including charge capture, coding workflows, and claim submission operations.
This role serves as a subject matter expert for Meditech PM system design and configuration. The analyst works collaboratively with clinic leadership, Patient Financial Services (PFS), Scheduling, and Registration teams to improve workflows, ensure data accuracy, maintain performance standards, and meet business goals. Workflow design, release upgrades, and continuous optimization are core responsibilities. Functional interoperability support (e.g., EDI, HL7, and API workflows) may also be included.
RESPONSIBLE TO: Director of Information Systems
MUST HAVE REQUIREMENTS:
Associate degree in Information Technology or a related field OR ≥3 years of relevant IT or revenue cycle/ambulatory operations experience
Demonstrated understanding of physician practice front-office and back-office workflows including:
Registration, patient demographics, insurance coordination
Scheduling and provider template configuration
Eligibility and referral authorization workflows
Charge capture and CPT/HCPCS/ICD-10 fundamentals
Claim edits, submission, rejections, and A/R resolution
Excellent analytical, troubleshooting, project coordination, and customer service skills
Effective communication with both technical and clinical office staff
Proficiency in Microsoft Office applications
No written disciplinary action within previous 12 months
PREFERRED ATTRIBUTES:
Bachelor's degree in IT, Health Information Management, or related field
Experience with Meditech Ambulatory or other leading EMR practice management systems
Familiarity with payer rules, billing compliance, and denial trends
Experience with report writing and data extraction tools (NPR/MAT, SSRS, Tableau)
Knowledge of EDI transactions and interface concepts (e.g., HL7, 837/835)
Experience with rule building, macros, attributes, and workflow configuration
POSITION EXPECTATIONS
Serve as the operational system expert for front-office workflows and Meditech PM build and configuration
Analyze business processes and translate needs into optimized system configuration
Manage provider templates, scheduling rules, visit types, and clinic configuration
Maintain accurate insurance plan dictionaries, referral workflows, and financial setup
Participate in system upgrades, including build review, regression testing, and workflow validation
Develop and deliver user training; maintain current training documentation
Troubleshoot systems behavior and proactively identify improvements
Manage priorities independently, balancing multiple concurrent tasks
Provide on-call support as needed for urgent issues
Document technical build decisions, workflow standards, and operational procedures
Lead or support application-related improvement projects involving cross-functional teams
Ensure compliance with Information Security and organizational policies
Perform other duties or special projects as assigned
CORE COMPETENCIES
Customer Service:
Advocates for clinic and patient experience through efficient operational workflows
Communication:
Conveys information clearly to stakeholders at all levels including providers
Teamwork & Collaboration:
Builds strong working relationships across departments
Accountability & Initiative:
Independently manages workload; takes ownership of results
Analytical Thinking:
Identifies and resolves complex system and operational issues
Attention to Detail:
Ensures accuracy in system configuration and data integrity
Professionalism:
Models organizational mission, vision, and values in daily interactions
FT40 HYBRID
Monday - Friday
Financial Analyst (Full Time, Remote)
Remote job
Job DescriptionDescription:
We are seeking a smart, driven, and creative Financial Analyst to join our Financial Planning and Analysis Team. This newly created role will support month-end close activities, conduct contract and proposal analysis, and perform variance analysis. The ideal candidate will have a solid understanding of financial statements, accounting principles, and business processes. In addition to financial responsibilities, this role will support operations by driving production efficiency through data reporting and analysis. We're looking for a forward-thinking analyst who can efficiently interpret data, identify opportunities, and deliver actionable insights that add value to the business. The ability to work effectively in a remote environment and navigate ambiguity is essential.
Target Salary Range: $60-75K Depending on Experience
Preference given to applicants residing in Arizona, Colorado, Utah, Washington and Idaho
Key Responsibilities:
Create and manage proposals
Perform variance and scenario analysis
Manage cost allocations and production-related data
Compile and validate financial and operational data from multiple sources (e.g., production databases, NetSuite, Analytics reports)
Tie production data to financials and conduct in-depth analysis
Support forecasting, customer/pricing analysis, and reporting
Requirements:
Bachelor's degree in accounting, Business Management, or Finance
1-2 years of experience in business operations, finance, or accounting
Required: Advanced Excel, strong collaboration and communication skills
Preferred: SQL, ERP experience (NetSuite preferred), BI Tools
Employment is contingent upon completing and passing a background check. MetaSource is an equal opportunity employer.
Financial Analyst Intern (US-Remote)
Remote job
Token Metrics is looking for a Financial Analyst intern to join our team. You will spend your day analyzing huge amounts of financial data and preparing various accounting and financial reports. To excel in this role, you need proven knowledge of various financial forecasting and corporate finance models.
The duration of the Token Metrics internship program is 3 months. It is an evaluative unpaid internship with the possibility of return offers, depending on the company's needs.
Responsibilities
Analyzing financial data.
Researching macroeconomic and microeconomic conditions.
Preparing accounting and other required reports and projections based on the analysis performed.
Evaluating capital expenditures and asset depreciation.
Establishing and evaluating records, statements, and profit plans.
Identifying financial performance trends and financial risk, and making recommendations.
Providing recommendations for improvement based on trends.
Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts.
Providing financial models and making financial forecasts.
Requirements
Knowledge of US Generally Accepted Accounting Principles.
Bachelor's degree in business, accounting, finance, economics, or related field.
Proven experience in the financial industry.
Proficiency with spreadsheets, databases, and financial software applications.
Outstanding presentation, reporting, and communication skills.
Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.
Proven leadership abilities.
Deep understanding of the financial system and institutions.
About Token Metrics
Token Metrics helps crypto investors build profitable portfolios using artificial intelligence based crypto indices, rankings, and price predictions.
Token Metrics has a diverse set of customers, from retail investors and traders to crypto fund managers, in more than 50 countries.
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