Analyst jobs at Gelfand - 3581 jobs

Job Category: Mortgages Apply now Posted : December 5, 2025 Full-Time Hybrid Marlborough, MA 01752, USA Description Schedule Monday through Friday 8a-5p What You'll Do Summary/Objective: The Mortgage Risk Analyst I is responsible for performing regulatory compliance tests and analysis of mortgage loans and home equity loans/lines. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Support the Mortgage Department to develop and maintain an optimized and efficient regulatory program for mortgage loans and home equity loans/lines. Perform ad hoc quality assurance testing to ensure internal policies and procedures are adhered to within the mortgage lending process. Track and report the results of testing, providing both technical and functional suggestions to enhance the member experience through the lending process and create efficiencies for mortgage lending personnel. Work with the Mortgage Risk and Compliance Departments to revise and implement existing and future regulatory needs throughout the mortgage lending and servicing areas. Work with Mortgage Department leadership on internal and external audit examinations, assisting in the resolution of any outstanding issues. Responsible for maintaining a mortgage lending compliance program in various areas, such as Fair Lending, HMDA, and TRID. Assist in the design and implementation of projects and activities to further the growth of mortgage lending at DCU. Work with Mortgage Risk leadership to develop the Mortgage Department's annual compliance testing plan. Develop Key Risk Indicators (KRIs) for early warning signs of compliance concerns. Monitor various indicators of risk - KRIs, QC results, compliance testing results, complaints, risk assessment results, etc., to identify weaknesses and assist in remediating. Review new products/services for potential compliance concerns; prepare risk assessments. Maintain knowledge of, and adhere to, the Credit Union's internal compliance policies and procedures. Provide innovative, detailed, and practical solutions to an extensive range of demanding and complicated problems. Make recommendations for changes to procedures and documentation. Create and maintain gap analysis detail reporting. Manage large data sets, troubleshoot, and develop efficient processes for collecting and aggregating data. Communicate effectively with team members and Mortgage Department leadership. Identify issues and elevate as needed. Perform other job-related duties as assigned. What You'll Need Education and Experience Requirements: 5-7 years of leadership and related mortgage lending experience BA/BS Degree Knowledge of State and Federal compliance regulations Knowledge of Secondary Market guidelines Additional Eligibility Requirements: Professional Written and Verbal Communication skills What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal‑opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Expected Pay Range $30.00 - $33.70 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

A leading global payments firm is seeking a Product Analyst for their Crypto Product Team in San Francisco. The role involves managing relationships with major banks and crypto platforms, requiring strong analytical skills and client management experience. The ideal candidate will have at least 2 years of experience and a Bachelor's degree, with a preference for those with backgrounds in payments or crypto. This hybrid position offers a comprehensive benefits package and a salary range of $123,000 to $173,950 USD per year. #J-18808-Ljbffr

A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential. #J-18808-Ljbffr

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

As an Analyst on the Visa Crypto Product Team, you will work to help the largest banks, crypto exchanges, wallets, protocols and fastest growing fintechs launch and grow their Crypto based solutions in issuance, acceptance and general remittance. Today many of these companies are leveraging Visa to help power their payment solutions globally. In this role, you will act both as a relationship manager and as a product liaison to our strategic bank, crypto exchanges, crypto infrastructure companies, and fintech partners who are looking to launch, expand, and enhance their payment and remittance solutions. This will require understanding the client's business goals and objectives, providing information and direction to partners, ensuring that the client's contractual commitments are met, and resolving issues clients may face. This position requires strong client management skills and analytical abilities. An ideal candidate is a self-starter with the ability to handle complex deals and partners in a high growth environment and manage ambiguous situations with nuance. Essential Functions: Work with clients to identify strategic opportunities, manage complex assignments, and determine appropriate courses of action. Coordinate internal resources and project manage to accomplish Visa and client objectives as well as ensure that the client perspective is represented within the organization. Prepare and present rich analytics to help clients discover their program's performance and effectiveness. Represent the client's and account management's needs on the product roadmap by providing business requirements and prioritization and communicating roadmap back to the client. Research and resolve client issues by utilizing internal platforms and collaborate with internal partners to facilitate resolution. Grow the business by identifying new prospects that should leverage our services. Determine courses of action for crypto initiatives and cross-client goals, working cross-functionality with groups like legal, compliance, privacy, product, data science, and business development. Stay current with crypto industry and client trends and maintain a working knowledge of Visa products and services. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Basic Qualifications: 2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications: 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) Current or former experience in payments or crypto industry are strongly preferred Experience with end to end product and client solutioning delivery, make informed decisions on GTM strategy and commercials Demonstrate excellent written and verbal ability to communicate with key stakeholders and present to senior leadership team Strong knowledge base of stablecoin payment ecosystem, macroeconomics, blockchain tokenization / RWAs, and players involved. Research experience of blockchain primitives, stablecoins, real world tokenization is a plus Strong problem-solving skills and creativity to identify new opportunities and use cases, anticipate how stablecoins can impact payments ecosystem Strong product acumen - ability to take product into client solutioning, and partner with product team to deliver to market. Sales experience including running a deal cycle end-to-end and negotiating is strongly preferred Expertise in capturing complex concepts and pain points to real solutions for clients Creativity and resourcefulness to overcome unexpected roadblocks Demonstrated ability to articulate, drive, and motivate a team towards a strategic vision and roadmap Ability to successfully build strong partnerships with cross-functional teams in a matrixed organization Decisive and action oriented even in ambiguous situations Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 123,000.00 to 173,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

Analyst, Transactions page is loaded## Analyst, Transactionslocations: Bostontime type: Full timeposted on: Posted Todayjob requisition id: R2137**Job Description Summary**For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest is an equal opportunity employer.This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The Analyst will serve as a member of the Transactions team supporting the investment function in investing capital as well as improving business operations. The role will have exposure to a wide range of activities surrounding the transaction closing process. This includes but is not limited to communication among relevant internal and external parties, supporting closing process and documentation, recording and reconciling transactions in our internal systems, and Know Your Client (KYC). This position will serve as a liaison with internal departments such as Legal, Accounting, Treasury, Tax, Compliance, and Portfolio Analytics, in addition to external parties, while observing all internal policies. The Analyst will support investments made from our offices in Boston, Toronto, London, Hong Kong, and Singapore. Prior experience with private equity, private credit, or corporate law firm would be an asset. Ability to provide notary services as a Notary Public of Massachusetts would also be an asset. This role is not focused on evaluating investment opportunities.## The ideal candidate is someone who is:* An exceptionally organized individual with an outstanding attention to detail* A team-player that is able to efficiently prioritize multiple projects and meet target dates with little direct supervision* Quick to develop a strong understanding of new systems, data relationships, and processes* Able to communicate professionally and confidentially with colleagues of all levels and across multiple teams## ## What you will do:* Coordinate documentation in support of investment execution (e.g., obtaining signatures, tax and compliance documents, wiring instructions, contact sheets)* Work closely across multiple groups and geographies to ensure compliance with all closing processes, internal documentation, and reporting procedures* Assist with the implementation of Transactions strategic initiatives, ad-hoc operational projects, and other aspects of group management* Maintain internal systems for planning and tracking investment closings for firmwide reference* Support associates/senior associates to facilitate and prepare the funding package for investments, ensuring that all requirements are satisfied completely, accurately, and in a timely manner* Reconcile discrepancies and work in internal systems and with internal business partners to ensure that appropriate information is entered in our systems accurately and completely* Track and upload transaction related legal and authorization documents* Prepare invoices for deal-related expenses and provide allocations for deal-related invoices received* Monitor incoming legal communications from General Partners* Provide Notary Public services* Other responsibilities as required## ## What you bring:* Proven problem-solving and analytical skills* Strong attention to detail* An ability to handle multiple projects* Excellent written and verbal communication skills* Experience working with Microsoft Excel, Word and PowerPoint* Prior experience with private markets or corporate law would be an asset## ## Education Preferred* Bachelor of Arts (B.A) or equivalent experience* Bachelor of Science (B.S) or equivalent experience**Experience*** 0-2 Years relevant experience preferred#LI-Hybrid**Salary Range**$70,000.00 - $90,000.00This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.HarbourVest is an independent, global private markets firm with over 43 years of experience and more than $146 billion of assets under management as of June 30, 2025. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,270 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $64 billion to newly-formed funds, completed over $66 billion in secondary purchases, and invested over $49 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities. #J-18808-Ljbffr

A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential. #J-18808-Ljbffr

A leading global payments technology company is looking for an individual to join their AI Products & Analytics team in California. This role involves designing AI workflows, integrating models into processes, and collaborating across functions to drive efficiency. Candidates should have experience in machine learning, data engineering, and possess a relevant degree. This hybrid position includes competitive salary and benefits. #J-18808-Ljbffr

With data being the fuel that drives our future - our strategies, policies, and business successes around data will define our future growth prospects. Unlocking the value available through the innovative use of data on behalf of consumers, businesses, and communities is key to our future. With our ongoing commitment to Visa's Data Values and the responsible use of data, we at Visa have a bold vision to continue to grow and accelerate our data- The AI Products & Analytics team under the Global Data Office is creating the next generation of scalable and responsible AI, ML and Data solutions and products to solve client and consumer problems. We are a cross‑functional team of data scientists, product/program managers, data engineers and ML Engineers focused on generating value for the payment ecosystem. We are dreaming of the next generation of AI features and products, Agentic AI solutions and high‑quality analytics and data science support for our internal partner teams. This position is in the AI Practices & COE sub‑team under the AI Products & Analytics team, focused on AI Transformation of the Global Data Office. The AI Transformation program aims to accelerate operational efficiency and foster innovation through targeted automation. By deploying scalable AI solutions to existing time‑consuming workflows with high potential for AI disruption, this will ensure measurable, sustainable benefits across the Global Data Office. Responsibilities Design and implement agentic AI workflows to automate multi‑step tasks and drive business impact. Integrate predictive, generative, and prescriptive AI models into enterprise processes for decision support and efficiency gains. Apply ML, deep learning, and NLP techniques to diverse datasets, building scalable, secure data pipelines for AI training, inference, and monitoring. Collaborate with product managers, engineers, and domain experts to embed AI solutions into operations. Define, track, and report KPIs to measure productivity improvements, cost savings, and accuracy gains. Validate AI impact through experimentation frameworks such as A/B testing and performance benchmarking. Document workflows, models, and processes to ensure knowledge sharing and adherence to best practices. Stay current on emerging AI frameworks and LLM‑based automation, prototyping innovative solutions for rapid adoption. Communicate complex technical concepts clearly to technical and non‑technical stakeholders, fostering cross‑functional collaboration. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Relocation assistance is not provided for this role. Basic Qualifications 2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD). Preferred Qualifications 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD). 2+ years of hands‑on work experience with process/workflow automation and experience deploying Agentic AI solutions. Advanced Degree with specialization in AI, Computer Science, Data Science, Engineering, Statistics or a highly quantitative field. Strong technical proficiency in machine learning and AI frameworks, including TensorFlow, PyTorch, scikit‑learn, and Hugging Face Transformers. Experience with agentic AI and orchestration tools such as LangChain, LlamaIndex, or similar frameworks for multi‑step task automation. Solid data engineering skills, including SQL, Spark, Databricks, Airflow, Kafka, and ETL/ELT pipeline development. Proficiency in Python (primary) and familiarity with Java, Scala, or R. Experience with cloud and MLOps practices, including CI/CD, model monitoring, retraining pipelines, and containerization (Docker, Kubernetes). Work Authorization: Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5‑10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 137,400.00 to 193,750.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job‑related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

About MassArt Founded in 1873, having celebrated its 150th anniversary in 2023, Massachusetts College of Art and Design (MassArt), is the nation's first and only independent, free‑standing public college of art and design in the country. MassArt is an inclusive community of thinkers, doers, makers, educators, innovators and leaders striving to shape the future through art and design. We've spent 150 years demonstrating the truly amazing things that happen when a world‑class art and design education is an option for every deserving student. Located in Boston's hub of arts and culture along the Avenue of the Arts, MassArt enrolls 2,000 students and offers a comprehensive range of undergraduate and graduate degrees in 18 disciplines, as well as continuing education and youth programs. MassArt strives to be a model of diversity and inclusion; the campus community reflects the layers of cultural and self‑identity that proudly make up our region, nation, and world. We build effective partnerships with co‑workers throughout the College by freely sharing appropriate information and providing assistance to all and maintain an environment that is welcoming to persons of all backgrounds, nationalities, and roles. Job Description Official Title: Endpoint Management Analyst Weekly hours: 37.5 hours Salary range: $73,000 to $77,000 annual FLSA Status: Exempt Bargaining unit: APA General Statement of Duties The Endpoint Management Analyst provides advanced technical support and systems engineering for endpoint devices and user-facing technologies across MassArt's academic and administrative environments. This role supports a diverse ecosystem, including Windows, mac OS, iOS, ChromeOS, and related platforms, ensuring secure, efficient, and scalable endpoint operations. The Analyst is focused on analyzing system health, optimizing deployment processes, managing application packaging, and troubleshooting complex failures within the management tools. Serves as a technical lead for endpoint deployment, security, and automation. Duties and Responsibilities Manage and support a fleet of Windows PCs, designing scalable solutions for configuration, deployment, policy enforcement, and user experience across academic and administrative environments. Serve as the Subject Matter Expert (SME) for all Windows technologies. Additionally, a key resource providing Tier 3 backup and escalation support for the Apple environment and related desktop infrastructure. Serve as Primary administrator for endpoint deployment and management platforms such as KACE, Intune, and ChromeOS tools. Serve as the backup administrator for JAMF and Apple School Manager, and support onboarding and integration of identity‑based tools. Assist in the management of the software licensing server and applications for both Macs and PCs. Identify and remediate systemic issues affecting endpoint connectivity. Collaborate with Print Services and vendors (e.g., Xerox) to troubleshoot and support print infrastructure, including Papercut, multifunction copiers, and large‑format printers. Act as a contributing administrator for endpoint‑related SaaS platforms such as Sophos (security) and CrashPlan (backup), ensuring reliable protection and recovery for PC users. Work with platform vendors to optimize service functionality and contribute to internal documentation for ongoing support and operations. Partner with Academic Technology and studio managers to coordinate software license deployments, Windows upgrade planning, and testing. Align software and OS update schedules with academic and administrative cycles, providing proactive support for version‑related compatibility or performance issues. Participate in roadmap planning for endpoint‑related services, collaborating with cross‑functional teams on strategic initiatives. Provide advanced technical support and end‑user assistance for endpoints, devices, and user‑focused technology resources including software, networks (wired, wireless, VPN), telecom services, and enterprise systems. Respond to and resolve service tickets in alignment with departmental policies, ensuring high‑quality customer service. As necessary, may provide functional supervision to contractors and students engaged in endpoint support. Perform additional duties as assigned by supervisor or Deputy Chief Information Officer. Qualifications Requirements A Bachelor's Degree or equivalent combination of education and directly related experience 3+ years of experience supporting working with a management system for Windows and mac OS endpoints in an enterprise environment. Proficiency with endpoint management tools (e.g., Intune, Jamf, KACE) and scripting languages. Strong knowledge of endpoint security practices, operating systems, and application troubleshooting. Demonstrated excellent communication, organizational, problem‑solving, and follow‑up skills. Ability to work independently and collaboratively in a diverse campus community. Ability to work as a member of a team. Familiarity with Information Technology Services Management (ITSM) and Information Technology Infrastructure Library (ITIL) Experience with Google Workspace, Active Directory, Azure/Entra ID and Office 365 Prior experience with service desk software. Preferred Qualifications Experience in Higher Education CompTIA A+ ITIL Foundation Jamf 100 Certificate Microsoft Certified: Endpoint Administrator Associate (MD‑102) - Covers endpoint deployment, policy configuration, compliance, security, and support in Microsoft 365 environments. Additional Information Additional Information: Please note MassArt: Does not support employment‑based visa sponsorship or non‑student exchange visitor visa sponsorship. Is not an E‑Verify institution. Selected candidates must be eligible to work in the US at the time of employment, complete all onboarding tasks including a Criminal Offender Record Information (CORI) and Sex Offender Registry Information (SORI) background review and provide proof of eligibility to work in the US by completing the Form 19, Immigration Reform and Control Act of 1986. You are required to show proof of your identity and employment eligibility within three (3) days of the start of your employment. You will not be authorized to work in any capacity until all paperwork has been completed. For a list of all acceptable documents please click here. Comprehensive Benefits (does not apply to contractor/student positions) When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future. Want the specifics? Please click here to view MassArt Benefits. MassArt provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, gender identity or expression, age, sexual orientation, national origin, ancestry, disability, military status, genetic information, pregnancy or a pregnancy‑related condition, or membership in any other legally protected class. MassArt complies with all applicable federal, state and local laws governing nondiscrimination in employment in every location in which the college operates. This policy applies to all terms and conditions of employment. Application Instructions Please provide a resume and cover letter. For additional inquiries related to the salary transparency, please contact Human Resources at ************** or **************. PLEASE APPLY FOR THIS OPPORTUNITY ON THE MASSART CAREERS PAGE TO BE CONSIDERED. SEE HERE TO APPLY. #J-18808-Ljbffr

Are you passionate about the future of stablecoin payments and driven by opportunities to scale new products and businesses? As the Visa Crypto Solutions Analyst, you will be responsible for working with clients on their stablecoin strategy and helping to position and sell Visa crypto solutions across key client types such as banks, merchants, fintech, and enablers. This role requires a professional with product and technical acumen who can interact effective with clients to support sales opportunities that will be led by account executives and specialized crypto sellers. The crypto solutions sales team works closely with Visa's crypto product and strategy teams, account managers, risk, legal, and finance to execute sales opportunities. This analyst will be an early team member and involved in shaping Visa's global and regional go-to-market strategies, seller trainings and tools, and providing ecosystem feedback to influence Visa's product roadmap. Responsibilities Provide solutioning, problem solving and sales support with key clients, enablers, and other ecosystem partners - operating as a product and blockchain subject matter expert with clients and internal stakeholders Support implementation projects and coordination between sales, product, and operation teams to help Visa clients launch Visa Crypto Solutions (post-sales support) Support sales teams with pre-sales preparation including research and preparation of sales materials - customization of collateral, etc. including work with design teams Help shape Go‑To‑Market strategy and execution for Visa Crypto solutions at a global level - with clients and working closely with regional counterparts on go‑to‑market and client activities Support broader training and tooling relative to Visa Crypto solutions intended to replicate the solutioning support model across Visa account and sales teams This is a hybrid position. Expectationofdays intheoffice will be confirmed by your Hiring Manager. Basic Qualifications 2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) 2+ years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD) Financial services, crypto, and/or payments industry experience required High product acumen and solutions mindset Proven ability to understand, communicate, and problem solve with client on technical solutions Strategic thinking and thought leadership with subject matter explain in stablecoins and blockchain technology Teamwork, interpersonal & relationship-building skills, and ability to influence clients and stakeholders based on technical acumen Acumen with AI tooling for research and prototyping Work Hours Varies upon the needs of the department. Travel Requirements This position requires travel 5-10% of the time. Mental/Physical Requirements This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. U.S. APPLICANTS ONLY The estimated salary range for this position is 104,900.00 to 163,000.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

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!

With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career! of Lease Analyst in Chicago, IL. What you'll do: The Lease Analyst, overseeing a portfolio of resorts, monitors and manages rent increase and lease information in an organized and efficient manner while understanding local laws and ordinances. Your job will include: Monitor portfolio for monthly rent increases; read, interpret and update leases and ensure their accuracy. Research and be familiar with local laws and ordinances Work with legal and local counsel in interpreting local laws for updates to leases. Run and review reports of activities and turnover for accuracy of rental rates. Recommend and update community lease types when necessary. Coordinate with community and regional managers to ensure timely and accurate mailing of rent increase letters. Respond promptly to questions from community managers regarding lease tracking. Train appropriate property personnel in lease execution and correctly tracking leases. Provide systems support to managers regarding rent charges, screening and processing of documents. Create and run reports to verify data in our automated accounting system, Manage America, and make corrections as necessary. Apply rent increase calculations per lease type; update leases with new language or market rents. Manage late fee profiles per lease type for each community. Review resident accounts and ledger for possible errors in rent charges or credits. Coordinate the new lease approval process. Track and meet all associated deadlines with implementing rents, charges and other fees Run statistical analysis as requested. Assist Director in other projects as needed. Identify and implement process improvements to optimize efficiency. Travel, as required, on a minimum basis. Skills & experience you bring: Bachelor's degree, preferably in Business, Accounting or Finance, or a related field. 3+ years of experience, preferably in a real estate, analyst, or lease administration capacity. Supervisory experience preferred but not necessary Leadership abilities Proficiency in Microsoft Office Suite and other relevant web-based applications. Meticulous attention to detail. Excellent written and verbal communications skills. Experience with automated accounting and rental software preferred. Strong organizational skills and the ability to manage multiple projects simultaneously. Strong collaborative and facilitation skills and the ability to resolve potential conflicts. In return for your excellent skills and abilities, we offer a comprehensive benefits package including: medical, dental, and vision plans, a generous 401(k) employer match, and paid vacations, holidays, and sick time. We invite you to visit our web site at ********************************* for additional information regarding our exceptional resort communities. As an Equal Opportunity Employer, we welcome and thank all applicants. Estimated compensation for this position is: Salary: $60,000 - $65,000 The salary listed is an estimate and not guaranteed. A salary offer will vary based on applicant's education, experience, skills, abilities, geographic location, internal equity and alignment with market data. In addition to the base pay and our benefits, some positions are eligible for bonuses, sales commissions, or incentive pay.

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.

A state governmental agency in Chelsea, Massachusetts is seeking an Accounts Management Analyst II to manage employee provisioning and deprovisioning, ensure timely completion of requests, and support end-users with IT issues. The ideal candidate should have extensive experience in technical support, strong knowledge in Windows, Azure, and service management tools like ServiceNow, along with excellent problem-solving and communication skills. This full-time role offers a salary range between $77,290 and $116,401 annually. #J-18808-Ljbffr

As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group. What's Unique About This Role? Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients. Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office. Primary Duties Manager Research Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients Assist in presenting research analysis and findings to clients Manager and Portfolio Monitoring Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations Manager Sourcing Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital Proactively identify attractive fund investment opportunities appropriate for Callan's clients Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis Research and Education Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers Job Skills & Requirements Skills: Works constructively with colleagues in the group and across the broader organization Possesses strong written and verbal communication skills Responds to internal and external requests in a timely and efficacious manner Characteristics: Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality Education and Experience: Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships Progress towards, or completion of, CFA and/or CAIA program preferred Compensation, Benefits & Training At Callan, you can expect: A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more Training for all Callan databases, research, and other systems Access to team-building events, community outreach opportunities, and wellness events $65,000 - $85,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future. As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at *************** Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences. #J-18808-Ljbffr

As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group. What's Unique About This Role? Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients. Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office. Primary Duties Manager Research Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients Assist in presenting research analysis and findings to clients Manager and Portfolio Monitoring Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations Manager Sourcing Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital Proactively identify attractive fund investment opportunities appropriate for Callan's clients Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis Research and Education Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers Job Skills & Requirements Skills: Works constructively with colleagues in the group and across the broader organization Possesses strong written and verbal communication skills Responds to internal and external requests in a timely and efficacious manner Characteristics: Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality Education and Experience: Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships Progress towards, or completion of, CFA and/or CAIA program preferred Compensation, Benefits & Training At Callan, you can expect: A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more Training for all Callan databases, research, and other systems Access to team-building events, community outreach opportunities, and wellness events $65,000 - $85,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future. As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at *************** Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences. #J-18808-Ljbffr

Summary/Objective Provides rate lock support to mortgage loan origination staff and loan processors. Ensures any rate lock request is executed in a timely and efficient manner and continuously updates staff regarding rate locks on specific loan packages. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Maintain all lock request changes, reconciliations and extension requests. Communicate with the Loan Officers to accurately prepare disclosures. Monitor loans for potential TRID compliance violations. Manage lock desk email queue. Provide customer support to Loan Officers on their lock/extension requests. Complete file review on each loan and issue disclosures for initial loan applications, Change in Circumstances, and initial closing disclosures. Ensure all eligible fees are collected from customers. Reconcile GLs for fees charged to customers. Other Duties * Other duties as assigned. Skills/Abilities Strong quantitative aptitude with good attention to detail. Ability to provide excellent customer service in person and on the phone. Ability to handle stressful situations in a calm and courteous manner. Ability to communicate effectively, both verbally and in writing. Excellent record-keeping and file management skills. Knowledge and experience using Automated Underwriting System (AUS), MS Word, Excel, Outlook Knowledge of basic accounting processes and procedures. Understanding of all mortgage loan products (FHA/VA/CONV/USDA/ In-House) and knowledge of mortgage procedures, processes and documentation requirements a plus. Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Limited local travel may be required for this position. Education and Experience * Bachelor's degree in Accounting, Finance or related field or equivalent related work experience required. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff-like payroll, health insurance, 401(k)s, and HR-so owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, we're proud to support more than 400,000 small businesses across the country, and we're building a workplace that represents and celebrates the customers we serve. Learn more about our Total Rewards philosophy. About the Role Are you a tax credit expert with a passion for helping small businesses? Join our Tax Credits team and shape the future of tax credit software. Your talents will be instrumental in delivering an exceptional customer experience for small businesses uncovering lucrative tax credits. You'll work directly with taxpayers, develop processes that enable our customers and teams, and use your knowledge of credits & customer interactions to inform technology developments. This is an exciting opportunity to join a dynamic team and make a real impact on small businesses all across America. About the Team The Tax Credits team is on a mission to democratize tax credits and grants. We aim to make access to tax credits and grants ubiquitous for SMBs & business advisors, ensuring every business receives the financial support they deserve to fuel growth, innovation and long-term success. The Tax Credits Operations team is a collaborative team who are passionate about tax credits. As a member of the Operations team at this stage in our journey, you will be a customer advocate and educator, simplifying a small business's experiences with tax credits. As a tax credits operator and expert, you'll have the opportunity to work directly on components of each customer's credit and use your experience to shape the direction of our product, process, and tools. Day-to-Day Responsibilities Serve: Proactively & reactively resolve complex customer inquiries related to tax credits (e.g. R&D) Take ownership of customer outcomes, ensuring small businesses get great value out of the tax credits products that Gusto offers Educate: Educate yourself and others on tax credits, including R&D tax credits, 401K, WOTC, and other relevant incentives Operate: Roll up your sleeves and complete or quality control behind-the-scenes tasks (e.g. data review, calculations, uploads) that result in high quality credit forms and documents Develop: Create and inform solutions alongside the Tax Credits technical (EPDD) and service (ES, CX) teams Continuously improve and iterate on processes and approach Work with team members to find creative customer solutions that are compliant and sustainable Partner across teams to inform and build tax credits product, process, and tools Qualifications Service: A minimum of 2 years in a customer-facing role, ideally at a technology, tax, or financial services company Tax or Tax Credits skills: A minimum of 2 years experience with tax, tax preparation, or tax credits. Audit experience is a bonus! Communication: You have strong experience communicating with customers, and are passionate about advocating on their behalf. You can break down complex concepts into concise and simple messages. Detail Orientation: You pay attention to details, take pride in your work, and understand how the quality of your work product quality impacts small business finances. Critical Thinking: You seek to understand the root cause of customer and process issues and are able to identify trends. You attempt to resolve trending issues with the appropriate level of urgency. Proactive Problem Solver: You are always looking for ways to improve processes, solve customer issues more efficiently, or prevent issues from popping up Systems Knowledge: You have supported a technical or complex product or service. You may have used ticketing tools (e.g. HubSpot, Salesforce) previously and you are able to leverage them to solve complex customer issues. Change Agent: Suggest, drive, and embrace changes and iterations. Seek opportunities to challenge and improve the status quo. AI: AI-forward mindset, with experience exploring and incorporating AI into how you work. Compensation Our cash compensation amount for this role is $78,300 to $92,000/year in Denver, and $97,870 to $115,000 for San Francisco & New York. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above. Office Expectations Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non-office days for hybrid employees. Why Gusto Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto. Equal Employment Opportunity Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you. #J-18808-Ljbffr