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  • Data Analyst

    Berkshire Hathaway Homestate Companies 4.8company rating

    San Francisco, CA jobs

    Berkshire Hathaway Homestate Companies, Workers Compensation Division, has a need for a Data Analyst to develop reports, summarize and analyze raw data, and interpret results to meet the needs of the organization's key business functions. This individual will regularly meet with key stakeholders throughout the organization to determine need, gather requirements, and present options to most effectively support that function. Reports to the Analytics and Business Intelligence Manager. Must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. ESSENTIAL RESPONSIBILITIES Regularly interacts with business leaders to determine needs for data and reporting. Assembles data from various sources and develops solutions and reports to assist with efficiency and decision-making. Inspects raw or low-level data to summarize into insights, reports, analysis and draw conclusions to answer business inquiries. Utilizes technology such as SQL, Python, and Power BI to gather, summarize, combine, and present data. Develops more efficient, automated ways to deploy solutions, improve data quality, and improve efficiencies. Performs routine data analysis using various techniques (e.g., statistical analysis, predictive modeling, data modeling) to accomplish reporting and analysis goals. Develops new data analysis techniques and visuals. Actively monitors, analyzes, and reports on data to business performance goals. Manages routine reporting to bring trends, challenges, and recommendations to management's attention. Reviews and audits reports ; performs root cause analysis on data quality issues. Provides technical support and maintenance of users in reporting application. Researches best practices and explores new technology to support the company and the team. QUALIFICATIONS EDUCATION: Bachelors degree in Computer Science, Statistics, Math, or related field from an accredited four-year college or university required. EXPERIENCE: A minimum of 2 years of experience in Analytics or significant workers compensation insurance experience required. TECHNICAL SKILLS Data Analysis Data Visualization - SQL, Python, Power BI Solid presentation skills Machine Learning - some knowledge (theoretical and applied) is helpful, along with an eagerness to learn WHAT WE OFFER Work From Home Flexibility (up to 2 days per week upon eligibility) Modern Office Setting On-Site Garage Parking Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Hospital Indemnity Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program $85,510 - $127,210 a year This pay scale is an estimate of the salary range the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The actual salary may be above or below the range. The pay scale applies only to this position and only if it is filled in the Bay Area, California. The pay scale may be different for other positions or in other locations. ABOUT US With more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity. #J-18808-Ljbffr
    $85.5k-127.2k yearly 2d ago
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  • Trademark Data Management Analyst

    Source One Technical Solutions 4.3company rating

    Summit, NJ jobs

    Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global pharmaceutical client in Summit, NJ No Third-Party, No Corp to Corp, No Sponsorship Title: Trademark Data Management Analyst Location: Summit, NJ Hybrid: (Mon-Fri, 40 hours) Contract Duration: 12 months, with likely extension Pay Rate: $33.57 per hour (w2) PLEASE NOTE: To be considered for this position you must have a minimum of three years of trademark experience, particularly with trademark assignments and chain of title changes. Job Description: The IP Operations Assistant role is designed for an experienced, proactive, and self-starting individual seeking to work in a supportive and team-oriented setting. The position focuses on assisting with trademark data review, verification, and related administrative tasks, requiring interaction with in-house and outside counsel as well as business teams. Key Responsibilities: Interpret trademark correspondence to identify data entry errors and resolve inquiries from outside counsel. Manage trademark assignment and chain of title changes, including communication with outside counsel. Verify details of Powers of Attorney (POA), assignments, and related documents, preparing themfo r attorney signature, notarization, and legalization. Support the IP Operations Manager in departmental projects such as organizing POAs, running reports, and data verification. Assist with overflow projects and provide backup during team members' absences. Job Requirements: MUST HAVE A Minimum of three years of trademark experience, particularly with trademark assignments and chain of title changes. Required proficiency in trademark IPMS databases, preferably Memotech. Understanding of trademark law sufficient to perform duties with minimal supervision. Strong organizational, teamwork, and time management skills with attention to detail and problem-solving abilities. Experience handling high-volume, complex data with the ability to multitask and work under pressure. Proficiency in Excel (including advanced data analysis and manipulation such as pivot tables), Microsoft Outlook, and Adobe Acrobat. Proven ability to manage projects independently while providing clear updates to the IPOperations Manager. Preferred but not required: New Jersey Notary certification. Comfortable using information technology and document management tools. Strong written and verbal communication skills, capable of effective interaction at all company management levels.
    $33.6 hourly 5d ago
  • Analyst (Local Governments)

    Moody's Investors Service 4.9company rating

    San Francisco, CA jobs

    At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills & Qualifications 5+ years of work experience in public finance, preferably West Coast Local Governments or a related field Knowledge of local government budgeting, accounting, finance and audited financial statements Strong quantitative aptitude and proven analytical skills Excellent communication skills with ability to convey complex concepts clearly Understanding of economic, financial, and political challenges facing local governments Highly organized, efficient, and meticulous with ability to multi-task and meet deadlines Ability to work independently and collaboratively within a team Strong skills in data analysis Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency Education Graduate degree in public policy, public administration, economics, or business strongly preferred Responsibilities Provide insightful credit analysis and maintain ratings for West Coast local governments and rated obligations Present analytical recommendations to rating committees Contribute to portfolio maintenance through credit reviews Analyze data and write research reports and commentary on public finance trends Interact professionally with government representatives, financial intermediaries, and investors Respond to investor and press inquiries Represent the team at conferences and meetings Mentor junior analysts Leverage tools and technologies including spreadsheets, presentations, and AI-powered solutions About the Team Our West Coast Local Government team is responsible for analyzing and rating debt issued by cities, counties, schools, utilities and special districts in California, Oregon, Washington, Nevada, Montana, Wyoming, Arizona, Utah, Alaska, and Hawaii. By joining our team, you will contribute to maintaining rating accuracy, providing insightful credit analysis, and supporting market transparency. We embrace innovation through AI adoption to enhance analytical processes and drive efficiency across our workflows. For US-based roles only: the anticipated hiring base salary range for this position is $143,300.00-$207,650.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full‑time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications. For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet. Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's. #J-18808-Ljbffr
    $143.3k-207.7k yearly 4d ago
  • Accounts Management Analyst

    Commonwealth of Massachusetts 4.7company rating

    Chelsea, MA jobs

    Official Title Accounts Management Analyst II United States-Massachusetts-Chelsea-200 Arlington Street Job Information Systems and Technology Agency Exec Office of Technology Services and Security Schedule Full-time Shift Day Job Posting Number of Openings 1 Salary 77,290.20 - 116,401.48 Yearly Duties and Responsibilities Process employee provisioning, deprovisioning, name changes, and transfer requests in a timely and complete manner. Process and complete requests in Active Directory, Azure, Exchange, O365, OneDrive accounts, and other enterprise systems, software access, and memberships. Process and complete urgent deactivation or reactivation security requests from Human Resource departments. Modify accounts when required, including the update of ServiceNow asset inventory, which will become the authoritative source for information related to a user (hardware and software). Adhere to and follow all documented Accounts Management procedures, policies, and processes. Manage the ServiceNow ticket queue to meet SLAs and maintain and provide clear and concise notes/documentation on all tickets. Work with end users to evaluate and solve Tier 2 technical problems using all technical tools provided, including remote control access. Escalate to Tier 3 support when applicable. Provide knowledge-based article information to be documented when processes and fixes can be made available to end users as well as to other support teams who may be able to resolve the ticket first. Assist with audit requests as requested and required. Help provide quarterly reports to review authorized access within an agency and take corrective action when necessary. Determine the proper format for assembling items of information in accordance with established procedures. Adhere to all quality, organizational, legal, and Commonwealth processes, policies, procedures, and standards. Preferred Knowledge, Skills, and Abilities Three (3) years of experience in technical support or electronic data processing in a large IT enterprise environment. Strong hands-on experience, proficiency, and knowledge of Windows 10, Microsoft O365/Exchange, and Azure functionality. Hands-on experience and knowledge with IT service management ticketing systems, with ServiceNow experience desirable. Proven experience in effectively and efficiently troubleshooting technical problems. Advanced knowledge and hands-on experience with some of the following skillsets: PowerShell Scripting Active Directory MS Intune CoreView Messaging Methodical and able to follow documented procedures and instructions. Ability to keep meticulous and consistent documentation of tickets, processes, and resolutions. Excellent multitasking and time management skills with the ability to prioritize effectively and efficiently. Ability to analyze and interpret problems and their resolutions. Excellent problem-solving and analytical skills, with the ability to independently analyze reported issues, document, and recommend solutions. Excellent customer service skills complimented by an ability to effectively interpret, respond, and clearly communicate problems and resolutions to customers. Ability to work effectively on independent tasks and in a collaborative team with a high level of professionalism and quality. Excellent communication and writing skills with the ability to clearly communicate technical concepts to both technical and non-technical audiences across all levels of an organization. Ability to adjust to changing situations to meet emergencies or changing program/production requirements. Qualifications First consideration will be given to those applicants that apply within the first 14 days. Minimum Entrance Requirements: Applicants must have at least two (2) years of full-time or equivalent part-time professional or practical experience in the field of information technology customer service and end user support, or any equivalent combination of the required experience and the substitutions below. An Associate's degree in a related field may substitute for one (1) year of the required experience. A Bachelor's degree or higher in a related field may substitute for the required experience. Equal Opportunity Statement An Equal Opportunity / Affineces Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply. The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Contact Contact Diversity Officer / ADA Coordinator: Emily Hartmann - ********** #J-18808-Ljbffr
    $78k-112k yearly est. 4d ago
  • BSA/AML Analyst | Risk & Compliance Associate

    Carver Federal Savings Bank 4.2company rating

    New York, NY jobs

    A community-focused bank in New York City is seeking a BSA/AML Analyst I to support its compliance program. The role includes reviewing transaction alerts, preparing reports, and conducting mandatory training for staff. Candidates should have strong communication skills, knowledge of banking regulations, and at least three years of relevant experience. The position demands attention to detail and the ability to work independently or within a team. This opportunity embraces a commitment to serving underserved communities. #J-18808-Ljbffr
    $56k-79k yearly est. 2d ago
  • Operations Analyst

    The Agency 4.1company rating

    Elgin, IL jobs

    We are partnering with a well-respected local commercial bank in Elgin, IL that is seeking an Operations Analyst to join its on-site team. This is an excellent opportunity for a banking professional who enjoys working in a close-knit environment and wants hands-on exposure to bank operations, regulatory reporting, and financial reporting at a community-focused institution. Key Responsibilities Support daily bank operations with a strong focus on accuracy, controls, and efficiency Prepare, review, and assist with Federal Reserve and other regulatory reporting Assist in the preparation and analysis of financial, operational, and management reports Partner with accounting, finance, and operations teams to ensure data integrity and compliance Identify opportunities to improve operational processes and reporting workflows Support internal audits, regulatory exams, and compliance-related requests Participate in special projects and ad hoc analysis as needed Qualifications 2-10 years of experience in banking or financial services Background in bank operations, regulatory reporting, or financial reporting Familiarity with FED reporting requirements Solid understanding of financial statements and banking data Strong attention to detail, analytical skills, and organizational abilities Comfortable working on-site in a collaborative, small-bank environment Additional Experience That's a Plus Prior accounting experience (public accounting or industry) Experience working at a commercial or community bank Exposure to regulatory exams or audits Advanced Excel or reporting system experience Why This Opportunity Join a highly regarded local bank with strong community roots On-site role within a close-knit team Broad, hands-on exposure across operations, reporting, and finance Stable organization with a collaborative and professional culture If you are interested in this opportunity or other banking opportunities we encourage you to apply today!
    $50k-77k yearly est. 3d ago
  • Operations Analyst for Private Equity Team

    Q Investments 4.1company rating

    Fort Worth, TX jobs

    PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role. If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level. Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed. About Q Family Office: Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation. About PHI Group: Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment. Position Description: Provide analytical, forecasting, reporting, and project support to the CFO for the businesses. Produce reports, which include key metrics, financial results, and variance analysis. Assist in identifying opportunities for performance improvement across the organization. Assist in analyzing M&A opportunities and evaluate new lines of business. Develop models that help with decision-making. Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments Requirements: Recent graduate with an interest in financial operations and management Highly proficient Excel modeling capabilities Partial VBA experience Excellent academic credentials Successful candidates must possess US employment authorization to work. Must be able to commit to the position for at least three years. About Scott McCarty: Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc. Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.
    $55k-82k yearly est. 3d ago
  • Municipals Analyst

    Barclays 4.6company rating

    San Francisco, CA jobs

    Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents. To be successful as a Municipals Analyst, you should have experience with: Financial services, government, or related field Ample quantitative abilities Excellent written and verbal communication skills Multitasking while exhibiting a high level of attention to detail Understanding of finance and bond math Some other highly valued skills may include: Experience with DBC Finance Program Demonstrated interest in public policy Familiarity with and understanding of financial markets High level of energy, positive attitude, and mental curiosity You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills. This role is located in San Francisco, CA. This role is regulated by FINRA. Minimum Salary: $110,000 Maximum Salary: $125,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Purpose of the role To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis. Accountabilities Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities. Market research and analysis to identify industry trends, potential deal opportunities, and client needs. Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions. Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services. Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams in the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. #J-18808-Ljbffr
    $110k-125k yearly 5d ago
  • Sr Product Analyst

    Lendingclub 4.6company rating

    San Francisco, CA jobs

    * 3-5+ years in growth analytics, product analytics, or data science roles at a consumer tech company (fintech a plus)* Bachelor's degree or higher in Analytics or related field; or equiivalent work experience* Hands-on technical: fluent in SQL (required), comfortable writing scripts (Python, R, or similar), and eager to learn whatever tool gets the job done* Scrappy and experimental: you tinker with side projects, automate your own workflows, and aren't afraid to hack together a solution* Strong growth/product sense: you don't just analyze data, you know what levers matter and how they impact the user journey* Comfortable navigating ambiguity and solving gnarly, open-ended problems* Great communicator: you can turn raw data into a clear story that moves the team to action* Curious about AI: you've tinkered with AI tools or vibe coded on your own time, and you're excited to bring that scrappiness into the product**Work Location** San Francisco The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. **Time Zone Requirements** Primarily PT While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. **Travel Requirements** As needed travel to LendingClub offices and/or other locations, as needed. **Compensation** The target base salary range for this position is 125,000-140,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-BC1 #J-18808-Ljbffr
    $134k-173k yearly est. 3d ago
  • BSA Analyst

    Carver Federal Savings Bank 4.2company rating

    New York, NY jobs

    BSA/AML Analyst I Corporate Title: BSA/AML I Analyst (Exempt) EEOC Class: Professional Carver Bancorp, Inc. (NASDAQ: CARV) the holding company for Carver Federal Savings Bank, is a federally chartered institution with approximately $610 million in assets and 125 employees. The Bank was chartered in 1948 to address the banking needs of middle income and underserved communities in New York City. Carver operates 8 full service branches in the New York City boroughs of Brooklyn, Queens and Manhattan. The Bank provides commercial real estate and small business loans and a range of complementary bank products and services. Position Summary Assist the Bank Secrecy Act (“BSA”) Officer in maintaining Carver's BSA, Anti-Money Laundering (“AML”) and Office of Foreign Assets Control (“OFAC”) compliance program. Duties and Responsibilities Review alerts generated by the monitoring system concerning customer transactions for unusual or suspicious activity and, when needed, prepare SAR drafts for approval and filing. Perform OFAC alerts review that are generated by the internal system; conduct 314(a) searches in compliance with the Information Sharing requirements of the USA PATRIOT Act. Periodically scan Carver's customer database against the OFAC list by using Fiserv - Navigator. Review and investigate referrals received by the Bank departments. Support Carver branch network by guiding potential OFAC “hits.” Support branch function with regards to the review of the monetary instrument log. Review and prepare Currency Transaction Reports (“CTRs”). Conduct periodic reviews of high‑risk accounts and customers (EDD reviews). Assist the BSA/AML Officer for daily operations. Present or assist in presenting BSA and OFAC training materials to other Bank employees, such as New Hire Orientation. Prepare specialized reports using Microsoft Excel and the BSA Department Software, known as Fiserv‑Navigator. To successfully perform this function, the BSA Analyst must Be familiar with “Red Flags” for identifying unusual or suspicious activity. Ongoing training is provided to ensure updated knowledge of money laundering and terrorist financing typologies. Utilize internal and external resources to research the customer and account action under review to arrive at a preliminary determination on the nature of the activity. Internal resources include Carver's databases, such as our check imaging system, and external resources including internet searches such as Google. Be able to interact with management with ease. Be comfortable at giving presentations. Have knowledge of banking such as KYC for consumer and business banking customers. Maintain knowledge of new laws and regulations related to BSA/AML, and OFAC promulgated by the Federal Authorities. Requirements Excellent writing and verbal communication skills. Good organizational and time‑management skills. Interest, motivation, and commitment to the subject matter. Computer Skills Use BSA Department system (Fiserv - AML Manager). Use Microsoft Word and Excel. Research checks and deposited items using Fiserv - Navigator. Research wires. Conduct internet research. Take and save screenshots. Navigate a hard drive. Working knowledge of the principles and procedures related to AML, BSA, OFAC regulations and the USA Patriot Act requirements. ACAMS certification a plus. Ability to read, analyze and interpret regulatory requirements. Must be self‑motivated and able to function with minimal supervision, and flexible enough to work within a team environment or independently as required. Ability to define problems, collect data, establish facts, and individually draw valid conclusions. Detail‑oriented with strong technical and analytical skills, and an ability to multi‑task and handle deadlines. Minimum of three years of experience working in Compliance, Banking or Financial Services. #J-18808-Ljbffr
    $68k-86k yearly est. 2d ago
  • Sales Operations & Order Management Analyst

    Eaton Corporation 4.7company rating

    Broomfield, CO jobs

    Eaton's ES AMER ESS division is currently seeking a Sales Operations & Order Management Analyst. This role is based out of our Broomfield, CO location. The expected annual salary range for this role is $86000 - $126000 a year. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. What you'll do: * Collaborate with Application Engineers, Inside Sales Representatives, Rep Agencies and Sales Engineers to resolve order discrepancies. * Manage the order process from entry to shipment by working with engineering and customers on submittals, managing the SAP pre-release process, and discussing scheduling with production planning. * Process customer change orders against open sales orders using the Change/Hold/Cancellation process * Maintain a team atmosphere to ensure that all workload for the proposals team is completed by the customer required deadlines. * Acts as an information conduit between engineering, marketing, scheduling, and customers. * Manage the quote process by running blocked quote reports, creating quote folders, completing simple quotes, and uploading all required information into SAP. * Lead the costing process by updating pricing according to monthly soft cost rolls, reviewing costing models, updating contract pricing, reviewing new assembly costing, and requesting updating costs from supply chain. * Update reports and PowerPoints with feedback and input from the Marketing and Finance team for report outs to Eaton management and customers while maintaining historical data to compare trends prior to SAP implementation. * Function as the advocate for the customer to resolve any customer or production inquiries throughout the process * Marketing lead for Customer Service Inquiries and RMAs. Collaborate with the customer and Quality Manager to track and resolve customer issues, setup shipments, and provide status updates through resolution. * Participate in Tier 2 meeting, scheduling meeting, and other meetings as the marketing representative. * Coordinate shipments for trade shows and demos. * Other duties as assigned by manager. Qualifications: Required (Basic) Qualifications: * Bachelor's degree in business or engineering from an accredited institution. * Minimum of 3 years of experience in product marketing, sales, customer service, engineering, data analytics, finance, and/or similar * Minimum of 1 year of experience using SAP or similar ERP system * Relocation assistance is not available for this position. Only candidates in the immediate geographic area (60-mile radius) will be considered. * Ability to work in the United States on an ongoing basis without company sponsorship. Preferred Qualifications: * Minimum of 5 years of experience in product marketing, sales, customer service, engineering, data analytics, finance, and/or similar The application window for this position is anticipated to close on February 6, 2026. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements. #LI-RC2
    $86k-126k yearly 6d ago
  • Sales Operations & Order Management Analyst

    Eaton Corporation 4.7company rating

    Broomfield, CO jobs

    Eaton's ES AMER ESS division is currently seeking a Sales Operations & Order Management Analyst. This role is based out of our Broomfield, CO location. The expected annual salary range for this role is $86000 - $126000 a year. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. **What you'll do:** + Collaborate with Application Engineers, Inside Sales Representatives, Rep Agencies and Sales Engineers to resolve order discrepancies. + Manage the order process from entry to shipment by working with engineering and customers on submittals, managing the SAP pre-release process, and discussing scheduling with production planning. + Process customer change orders against open sales orders using the Change/Hold/Cancellation process + Maintain a team atmosphere to ensure that all workload for the proposals team is completed by the customer required deadlines. + Acts as an information conduit between engineering, marketing, scheduling, and customers. + Manage the quote process by running blocked quote reports, creating quote folders, completing simple quotes, and uploading all required information into SAP. + Lead the costing process by updating pricing according to monthly soft cost rolls, reviewing costing models, updating contract pricing, reviewing new assembly costing, and requesting updating costs from supply chain. + Update reports and PowerPoints with feedback and input from the Marketing and Finance team for report outs to Eaton management and customers while maintaining historical data to compare trends prior to SAP implementation. + Function as the advocate for the customer to resolve any customer or production inquiries throughout the process + Marketing lead for Customer Service Inquiries and RMAs. Collaborate with the customer and Quality Manager to track and resolve customer issues, setup shipments, and provide status updates through resolution. + Participate in Tier 2 meeting, scheduling meeting, and other meetings as the marketing representative. + Coordinate shipments for trade shows and demos. + Other duties as assigned by manager. **Qualifications:** **Required (Basic) Qualifications:** + Bachelor's degree in business or engineering from an accredited institution. + Minimum of 3 years of experience in product marketing, sales, customer service, engineering, data analytics, finance, and/or similar + Minimum of 1 year of experience using SAP or similar ERP system + Relocation assistance is not available for this position. Only candidates in the immediate geographic area (60-mile radius) will be considered. + Ability to work in the United States on an ongoing basis without company sponsorship. **Preferred Qualifications:** + Minimum of 5 years of experience in product marketing, sales, customer service, engineering, data analytics, finance, and/or similar **The application window for this position is anticipated to close on January 14, 2026** We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here (********************************************* for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements. \#LI-RC2
    $86k-126k yearly 5d ago
  • Principal Process and Business Analyst

    Technology Credit Union 3.8company rating

    San Jose, CA jobs

    The Principal Process and Business Analyst plays a critical role in shaping Technology Credit Union's (Tech CU) enterprise approach to process optimization, knowledge management, business requirements, and user acceptance testing governance. This role serves as the functional owner for Tech CU's process catalog and knowledge management strategy, ensuring that Tech CU's people, processes, systems, and data are aligned to deliver efficient, member-centric services. The incumbent acts as a bridge between business stakeholders, technical teams, and vendors, and helps shape solutions that improve operational performance, enhance knowledge sharing, and create a culture of continuous learning and innovation. Responsibilities Essential Duties Enterprise Knowledge Management (KM) Maintains and enhances the enterprise process catalog in partnership with the lines of business and the enterprise risk management team. Participates in KM Strategy discussions, vendor evaluations, RFP processes, and contract negotiations including providing requirements and evaluation criteria. Designs, implements, and maintains a KM framework that captures, organizes, and makes business policies, procedures, job aids, FAQs, and best practices are centrally available, well-maintained, and consistently adopted. Partners with IT and vendor teams to integrate KM systems with chatbots, member self-service portals, and employee tools, ensuring a seamless experience across channels. Establishes governance for KM content lifecycle (creation, approval, versioning, archiving) and drives adoption across departments. Defines and tracks KM KPIs (usage, adoption, accuracy, and impact on member/employee efficiency). Business Analysis & Requirements Governance Contributes to the business requirements lifecycle, establishing enterprise standards for elicitation, documentation, traceability, and sign-off. Oversees requirements for assigned projects, ensuring alignment with enterprise goals, business owner needs, and agile project management frameworks. Serves as the enterprise liaison between business stakeholders, IT, and vendors, ensuring requirements translate into effective solutions. Governs and maintains Tech CU's repository of business requirements, UAT artifacts, and process documentation. User Acceptance Testing (UAT) Oversight Participates in defining Tech CU's UAT governance framework and measure its effectiveness, including test planning, script creation, execution oversight, defect triage, and sign-off. Owns the UAT for assigned projects. Process Optimization & Continuous Improvement Applies methodologies such as Lean, Six Sigma, and value stream mapping to identify inefficiencies, streamline workflows, and improve member and employee experiences. Program-manages company-wide process improvement opportunities and related efforts. Supports business units in defining process KPIs, measuring outcomes, and embedding continuous improvement practices into daily operations. Work Schedule Full-time; typically, 40+ hours/week Flexible within core business hours, Pacific Time, M-F Occasional extended early morning or late evening hours, and weekends, typically with advance notice Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate and Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: B.S. Degree in Business, Project Management, MIS, Computer Science, or related area (or equivalent experience). Experience: 8+ years in business analysis, knowledge management, or process improvement roles. 5+ years designing and implementing knowledge management frameworks or platforms. 5+ years leading requirements management and UAT governance across complex projects. 3+ years applying process improvement methodologies, such as Lean, Six Sigma, DMAIC (Define, Measure, Analyze, Improve, Control), and value stream mapping. Familiarity with financial institution operations and systems is strongly preferred. Knowledge/Skills/Abilities: Advanced expertise in knowledge management frameworks and content governance models. Strong business analysis and process modeling skills; able to translate complex needs into actionable solutions. Advanced facilitation, communication, and presentation skills across all organizational levels. Strong proficiency with Business Analysis (BA) and UAT tools (JIRA, Confluence, ALM, SharePoint, KM platforms). Solid familiarity with change management methodologies, such as ADKAR (Awareness, Desire, Knowledge, Action, Reinforcement) and Kotter, to drive adoption. Strong analytical skills to measure process impact and knowledge usage. Comfortable managing vendors, platforms, and external consultants. Strong knowledge of SDLC (Software Development Life Cycle) and agile practices to align process and knowledge requirements with development cycles. Strong analytical skills to quantify process impacts and measure knowledge usage. Solid ability to coach and mentor colleagues on process improvement and knowledge management best practices. Licensing/Certifications: Lean Six Sigma certification (Green or Black Belt preferred). Knowledge Management or Process Excellence certifications (e.g., APQC, AIIM) a plus. CBAP, PMI-PBA, or ISTQB certification a plus. Travel: May be required to periodically attend offsite training, meetings or events, typically with advance notice. Typical Working Conditions: Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Typical office environment with frequent sitting, walking and standing. Ability to sit ~85% of the day. Ability to keyboard and read computer screen for ~65% of the time during which one is seated. Ability to work 40 hours per week with some weeks requiring extra hours, including weekends and evenings, to complete projects (if required). EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 108 Salary Range: minimum-$132,000, midpoint-$160,000, maximum-$188,000 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 15% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations
    $132k-188k yearly Auto-Apply 10d ago
  • Let's begin! Sales Performance Operations Analyst

    Moody's Corporation 4.9company rating

    New York jobs

    At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies 3-5 years' experience within a finance environment. Experience with compensation and/or commissions is a plus. Experience using Varicent is a plus. Hard working and diligent personality with strong attention to detail. Analytical, logical and strategic thinker, able to organize, structure and communicate ideas clearly. Goal oriented: able to manage multiple priorities with competing deadlines, eliminate obstacles and drive success; able to work under pressure to meet tight deadlines. Adaptable and able to respond quickly to a constantly changing and growing business environment. Strong communication skills: confident interacting with business stakeholders and managing their expectations. Advance proficiency with MS Office tools required (Excel, Word, PowerPoint); Knowledge of BI reporting tool such as Power BI and Alteryx is preferred. Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools-such as Copilot and ChatGPT-can be used to improve processes and drive efficiency. Interest in exploring agentic AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use. Education Bachelor's degree in Finance/Accounting or related field is required. Responsibilities As a member of the Sales Analytics Reporting & Analysis team the SPM Manager is responsible for various integral tasks including but not limited to the following: Work with the sales organization to assist in the issuance of sales compensation plans via Apptus and Salesforce.com. Assist in compensation plan implementation, working with the greater sales analytics team to manage component functionality. Maintain working participant roster details, collaborating with the various business partners to ensure accurate database record updates in a timely manner. Assist with the quarterly forecasting of commission by component to various internal departments. Work with the sales organization to assist in the issuance and status reporting of sales compensation plans via Varicent's SPM system. Contribute to the preparation of detailed quarterly analysis reports for senior management. Support in the generation of SOX compliance and audit reporting. Providing excellent customer service to the sales team, leveraging case management software to initiate updates and respond to queries. About the team The Sales Analytics department of Moody's Analytics (MA) is responsible for controlling and operating the variable compensation program for the MA global Sales team. This includes the administration of compensation plans for all sales representatives, maintaining sales team rosters, coordinating with senior management on the design and implementation of seasonal sales initiatives, analysing sales results, and providing insightful reporting to senior management. For US-based roles only: the anticipated hiring base salary range for this position is $78,500.00 - $113,750.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.
    $78.5k-113.8k yearly 22d ago
  • Let's begin! Sales Performance Operations Analyst

    Moody's Corporation 4.9company rating

    New York, NY jobs

    At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies * 3-5 years' experience within a finance environment. * Experience with compensation and/or commissions is a plus. * Experience using Varicent is a plus. * Hard working and diligent personality with strong attention to detail. * Analytical, logical and strategic thinker, able to organize, structure and communicate ideas clearly. * Goal oriented: able to manage multiple priorities with competing deadlines, eliminate obstacles and drive success; able to work under pressure to meet tight deadlines. * Adaptable and able to respond quickly to a constantly changing and growing business environment. * Strong communication skills: confident interacting with business stakeholders and managing their expectations. * Advance proficiency with MS Office tools required (Excel, Word, PowerPoint); Knowledge of BI reporting tool such as Power BI and Alteryx is preferred. * Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools-such as Copilot and ChatGPT-can be used to improve processes and drive efficiency. * Interest in exploring agentic AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use. Education * Bachelor's degree in Finance/Accounting or related field is required. Responsibilities As a member of the Sales Analytics Reporting & Analysis team the SPM Manager is responsible for various integral tasks including but not limited to the following: * Work with the sales organization to assist in the issuance of sales compensation plans via Apptus and Salesforce.com. * Assist in compensation plan implementation, working with the greater sales analytics team to manage component functionality. * Maintain working participant roster details, collaborating with the various business partners to ensure accurate database record updates in a timely manner. * Assist with the quarterly forecasting of commission by component to various internal departments. * Work with the sales organization to assist in the issuance and status reporting of sales compensation plans via Varicent's SPM system. * Contribute to the preparation of detailed quarterly analysis reports for senior management. * Support in the generation of SOX compliance and audit reporting. * Providing excellent customer service to the sales team, leveraging case management software to initiate updates and respond to queries. About the team The Sales Analytics department of Moody's Analytics (MA) is responsible for controlling and operating the variable compensation program for the MA global Sales team. This includes the administration of compensation plans for all sales representatives, maintaining sales team rosters, coordinating with senior management on the design and implementation of seasonal sales initiatives, analysing sales results, and providing insightful reporting to senior management. For US-based roles only: the anticipated hiring base salary range for this position is $78,500.00 - $113,750.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.
    $78.5k-113.8k yearly 27d ago
  • Principal- Tax Small Business Advisory (SBA)

    Bonadio & Company LLP 4.1company rating

    Delaware, OH jobs

    We have tremendous opportunities for a Tax Principal to play a key role on our Small Business Advisory (SBA) team in Wilmington, Delaware. The Small Business Advisory team works primarily with small businesses where we can add value as an integral part of their internal accounting team. As part of our talented team of accountants, you will be contributing to the overall successful completion of client engagements. At The Bonadio Group we pride ourselves on developing quality-focused professionals who have the opportunity to continually learn, develop, and grow into well-rounded trusted advisors. You will have the opportunity to build strong professional relationships with clients, work in diverse client-service environments, effectively communicate and assist our clients in developing strategies to best service their business needs. Responsibilities: * Be responsible for developing and managing client relationships and to identify new business opportunities contributing to growth and development * Work with an engagement team to successfully service clients in multiple industries * Overall successful completion of client engagements: * Tax compliance, research, correspondence and planning * Develop an understanding of our client's business and aspects of their industry. * Review and prepare clear and concise working papers * Work on issues of diverse scope where analysis of a situation or data requires evaluation of a variety of factors, including an understanding of current business trends. * Develop effective working relationships with internal and external clients * Assist with development and retention of clients, including the ability to cross-sell services * Assist clients with special projects such as budgeting, cash flow projections and tax planning * Deliver projects/engagements on time, within budget and to client's satisfaction * Lead, train, and mentor staff inclusive of oversight on client engagements and providing evaluative feedback Required Qualifications: * A minimum of a bachelor's degree in accounting/related * CPA or EA certification * A minimum of seven years of relevant recent CPA firm experience * Proven ability to provide mentoring and leadership to team * Proven ability to develop and sustain business relationships for the purpose of increasing the firm's client base * Proficiency with Microsoft Office Suite inclusive of Teams and Outlook * Willingness and ability to travel as needed Hours Of Operation: * Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday * Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday * We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at ************** or *******************. EOE/AA Disability/Veteran
    $84k-108k yearly est. Auto-Apply 60d+ ago
  • Junior Data Analyst

    Our Community Credit Union 3.9company rating

    Shelton, WA jobs

    Join OURCU: Turning Data Into Insight That Makes a Difference At OURCU, data isn't just numbers- it's how we better serve our members, support our teams, and strengthen our communities. We're looking for a Junior Data Analyst to join our on-site Data Team and help ensure our reporting, dashboards, and data flows are accurate, reliable, and meaningful. This is a full-time, on-site role bases in Shelton, WA. Our Data Team thrives on collaboration, hands-on problem-solving, and learning together, so we're looking for candidates who are local and ready to be part of the crew. If you're early in your data career, detail-oriented, curious, and excited to grow your technical and business knowledge in a supportive, collaborative environment, this could be a great next step! What You'll Do As a Junior Data Analyst, you'll support the daily operation, integrity, and evolution of OURCU's reporting data. Working closely with the Data Team, you'll help ensure data is accurate, accessible, and aligned with business needs. In this role, you will: * Maintain, create, and update daily, weekly, and monthly reports and dashboards * Support month-end and routine reporting processes with accuracy and timeliness * Clean, validate, and troubleshoot data to ensure integrity and consistency * Identify inconsistencies in data or reporting and resolve or escalate appropriately * Document data sources, data feeds, report logic, and processes * Respond to ad hoc data requests and manage reporting-related tickets * Learn and apply best practices for data governance, security, and quality * Partner with teams across the organization to support OURCU's growing data culture * Participate in ongoing learning and cross-training across departments You'll Be Most Successful If You... * Are detail-oriented and care deeply about data quality and accuracy * Enjoy problem-solving and thinking critically * Are comfortable asking questions and collaborating with others * Can balance independence with knowing when to ask for help * Have strong time-management skills and can prioritize multiple requests * Are personable, communicative, and enjoy working as part of a team * Are motivated, eager to learn, and open to new ideas and perspectives * Value confidentiality and take data security seriously Required Qualifications * 6 months to 3 years of experience in a data, analytics, or reporting-related role * Bachelor's degree in Computer Science, Programming, Analytics, or related field (or equivalent hands-on experience) * Experience with data wrangling and data validation * Working knowledge of SQL * Understanding of data security and confidentiality best practices * Ability to read and interpret charts, graphs, and dashboards Nice-to-Have Skills * Analytics certifications (Google, Tableau, BI, etc.) * Experience with: * Tableau & Tableau Prep * Python, Postgres, GitHub, Airflow * Background in healthcare, credit unions, or financial institutions * Exposure to statistics or applied mathematics Why Join OURCU? At OURCU, people truly come first- our members and our employees. You'll be part of a collaborative, supportive team that values curiosity, open communication, and continuous learning. We believe in investing in our people and giving them the tools, benefits, and opportunities they need to grow and thrive. When you join OURCU, you can expect: * Target starting pay: $28.54 to $33.00/hour, depending on experience. (The greater wage band reflects the full potential of the role as skills and responsibilities grow.) * Comprehensive health coverage, including medical, dental, and vision insurance * Employer-paid life insurance and long-term disability coverage * A variety of voluntary insurance options and a Flexible Spending Account * A 401(k) plan with generous OURCU contributions * Paid Time Off, including vacation, sick leave, and 12 paid holidays each year * Professional development and tuition assistance to support your growth * Extra perks like: * Free Employee Assistance Program (EAP) * Gym reimbursement * Discounted VISA rates and enhanced checking accounts * Employee-led engagement committees and community involvement opportunities Beyond the benefits, you'll gain hands-on experience, build meaningful business knowledge, and play a key role in strengthening OURCU's data culture, all while working for a mission-driven, community-focused organization. Ready to Make a Difference? If you're excited to build your data skills, contribute to meaningful work, and grow with a credit union that values accuracy, collaboration, and community, we'd love to hear from you. This is a 100% on-site, in-person role, and we're looking for someone who is local and excited to work closely with our team every day. Candidates must be legally authorized to work in the United States without current or future sponsorship. OURCU - Serving members with heart, integrity, and local pride! OURCU is an Equal Opportunity Employer. If you require accommodations during the application process, please contact **************** or call us at **************. As part of our employment process we require a criminal background check and credit check.
    $28.5-33 hourly 5d ago
  • Junior Data Analyst - Direct Lending

    Golub Capital 4.9company rating

    Chicago, IL jobs

    Information Hiring Manager: Associate Manager Department: DL - Data & Technology Golub Capital is looking for a skilled Junior Data Analyst to assist in the review and maintenance of key client information for the Firm and provide support to end users with data quality initiatives. Execute action plans to remediate data quality issues; this will include but is not limited to actions such as: creating and editing / updating records documenting business process and data flows using reporting and data analytics tools to confirm root causes of data issues and potential prevention methods working with multiple internal teams to troubleshoot and resolve data issues Assist with entering and maintaining relevant information in applicable applications Review and update information in multiple systems Generate various reports from multiple systems Actively participate in innovative projects to improve the data quality or master data management within the Firm's data ecosystem Candidate Requirements Qualifications & Experience: Sophomore, Junior, Senior attending local university with a focus in Finance, Business or other related fields Ability to work part-time with set hours between 9 AM to 5 PM Strong working knowledge of Excel Familiarity with Microsoft Office desktop and Office365 tools (e.g., Word, SharePoint) Extreme attention to detail Ability to take initiative and work independently, while demonstrating strong teamwork Must be able to work in a fast paced environment, manage time and priorities under pressure and meet deadlines COVID vaccinations required, subject to applicable local, state and federal law Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a great culture. Achieving Results: Role models in this area are high achievers who develop careful plans and execute consistently and effectively. They hold themselves and others accountable for delivering high quality results. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning to define and solve problems and make decisions effectively. They are forward thinking, anticipating issues and addressing them in advance. Personal Effectiveness: Role models in this area build strong relationships and communicate effectively. They are driven to exceed expectations and adaptable to changing circumstances. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. Deal Execution: Evaluates, structures and executes investment opportunities and transactions. Relationship Management: Establishes, develops and manages internal and external relationships. Portfolio Management: Actively monitors portfolio companies to identify risks and opportunities that may impact overall performance. Risk Management: Demonstrates credit acumen by leveraging tools and analyses and interpreting due diligence findings to guide decisions while balancing risks and rewards. Financial Analysis: Uses financial analyses to generate insights and support fact-based decision making. Competitive Positioning: Demonstrates knowledge of the Firm's capabilities, the Firm's position in the industry, competitors' capabilities and end markets. Recognizes implications of knowledge on Firm's positioning. Legal Documentation: Demonstrates knowledge of legal documentation, processes and procedures. Compensation & Benefits Compensation will be commensurate with experience. Golub Capital offers a full range of benefits which includes medical, dental, vision and 401(k). Golub Capital is an Equal Opportunity Employer.
    $64k-87k yearly est. 60d+ ago
  • Analyst of Sales & Marketing Product Management

    American Honda Finance Corp 4.6company rating

    Torrance, CA jobs

    Legal Entity: American Honda Finance Corp. Business Unit: American Honda Finance Corp Division: Financial Services Division Workstyle: Remote Eligible up to 20% Job Grade: Exempt-2 Salary Range: $73,300.00 - $110,000.00 Job Purpose American Honda Finance Corporation is currently seeing Analyst- Sales & Marketing Program Management. The Analyst of Sales & Marketing Product Management will lead and monitor the business requirements across business groups from AHM, AHFC and vendor partners to support the growth and development of Honda Care and Acura Care branded F&I Products. They will be the AHFC subject matter expert for these products, ensuring that they represent the brand, are customer focused, and competitive in the marketplace. This role will also be responsible for monitoring the automotive competitive environment for CFS programs and supporting the incentive program pricing process between AHM and AHFC. This contributes to AHFC's goals of maintaining a healthy financial position while supporting sales growth through competitive financial products and brand retention objectives. Key Accountabilities Key Accountabilities will include but are not limited to: Collaborate with AHM, AHFC, and vendor partners to implement cross-functional initiatives that support the overall business strategy Monitor the automotive competitive environment to ensure that our CFS programs and policies meet market standards Support Finance & Insurance products business by tracking, monitoring, and reporting on the performance of key metrics Pricing: Support the execution of AHM/AHFC incentivized market strategies for new and pre-owned products Complete ad hoc analysis requests from both internal and external customers that help support sales strategies Qualifications, Experience, and Skills We are looking for qualified people with diverse backgrounds and experiences, open minds, and a disciplined work ethic. To bring the future to Honda as an Analyst, you must have: BA/BS degree required in mathematics/statistics, finance, economics, business, business admin or related field Work experience must include 3+ years in lending or financial field Knowledge of indirect loan/lease consumer lending is required Must have a solid understanding of the automotive industry/ automotive finance business Other Job Specific Skills: Good quantitative/mathematical skills and business acumen Excellent time management and organizational ability Strong verbal and written communication skills Strong attention to detail Problem solving skills with the ability to resolve business issues Self-motivated Ability to interface with all levels of management Proficient querying relations databases Proficient in MS Windows applications, with a strong emphasis in Excel Working Conditions Onsite- Torrance Location Travel 5% What differentiates Honda and make us an employer of choice? Total Rewards: Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.) Regional Bonus (when applicable) Lease Program Industry-leading Benefit Plans (Medical, Dental, Vision, Rx) Paid time off, including vacation, holidays, shutdown Company Paid Short-Term and Long-Term Disability 401K Plan with company match + additional contribution Relocation assistance (if eligible) Career Growth: Advancement Opportunities Career Mobility Education Reimbursement for Continued Learning Training and Development Programs Additional Offerings: Lifestyle Account Childcare Reimbursement Account Elder Care Support Tuition Assistance & Student Loan Repayment Wellbeing Program Community Service and Engagement Programs Product Programs Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.
    $73.3k-110k yearly 7d ago
  • Principal Business Analyst

    Fidelity Investments 4.6company rating

    Westlake, TX jobs

    The Role As a Principal Business Analyst, you will partner with a product lead to improve the communications journey for our customers by translating customer and business needs into actionable data solutions. With a holistic understanding of the digital product, this role is defined by the following responsibilities essential for successful outcomes: * Requirements Gathering & Analysis * User Stories and Acceptance Criteria• Legal, Risk, and Compliance Review and Approval * Testing and Validation * Customer Rollout Strategy, Planning, and Execution * Customer Data and Feedback Analysis and Reporting In this pivotal role, you will need to understand how the customer interacts with Fidelity's digital products, articulate the customer journey through visualizations, work with data experts to understand data sources, understand friction points for the customer, collaborate with other experts (product leads, UX/UI teams, technical teams) to explore potential solutions, document clear requirements for the development teams, lead product storytelling to varying audiences, partner with development teams through deployment of the solution, validate the solution during deployment and measure the impact of the deployed solution. The Skills and Expertise You Bring: * Bachelor's degree required * 8+ years of business analysis experience delivering digital experiences to customers. * Strong understanding of the digital product life cycle. * Customer-focused with a passion to solve challenges through a data driven approach. Expertise with Tableau, Power BI etc. is preferred. Familiarity with NPS/CSAT scores, Adobe Analytics is an advantage. * Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams. * Strong story telling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required. Experience with Product Analytics (Google Analytics, Pendo) is an advantage. * Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure , GCP is an advantage. * Having financial domain knowledge is a plus. * Experience working in an agile team required * An affinity for technology and stay up to date on industry innovations Note: Fidelity will not provide immigration sponsorship for this position The Team This role is aligned to a high impact product area within Fidelity that is focused on building common enterprise solutions for the greater good of our associates and customers' financial lives. We work on building scalable digital products that can be deployed across the enterprise leading to seamless customer experiences. Certifications: Category: Product Management Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $78k-97k yearly est. 26d ago

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