Workforce Management Analyst jobs at Gusto - 703 jobs
Senior Sales Operations Analyst - Health Insurance
Gusto 4.5
Workforce management analyst job at Gusto
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:
This is your opportunity to shape the foundation of a rapidly growing, high-impact segment of Gusto's business as a Senior Sales Operations Analyst supporting our Health Insurance (HI) Sales team. In this role, you will develop insights and AI-powered solutions that enhance productivity for over 80 sales representatives across two segments. You will act as the link between data, processes, and execution, translating real-world sales challenges into tools, reports, automations, and workflows that make a difference.
You will contribute to the growth of a business segment that serves tens of thousands of small businesses through smarter, data-driven sales strategies. If you thrive at the intersection of analytics, problem-solving, and supporting others, this role offers you ownership, visibility, and the opportunity to influence how Gusto sells health insurance.
About the Team:
The HI Sales Operations team collaborates closely with sales leadership to support two dynamic sales teams that contribute significantly to Gusto's growth. We consider ourselves builders, problem solvers, and strategic partners who transform uncertainty into clarity and fragmented processes into scalable, repeatable systems.
Our responsibilities encompass quotas, pipeline health, forecasting, process design, data integrity, go-to-market strategy, and increasingly, AI-driven optimization. Our team values curiosity, open communication, and the commitment to empower over 80 sales representatives to operate efficiently and confidently.
Here's what you'll do day-to-day:
Analytics, Reporting & Forecasting
Develop, automate, and maintain reports and dashboards that track performance, funnel metrics, pipeline health, SLAs, and representative productivity.
Work collaboratively with RevOps, Finance, Marketing, and Analytics teams to generate operational reports, revenue insights, and forecasting models.
Create metrics and dashboards for sales performance to ensure data accuracy, consistent definitions, and clear documentation.
Drive AI Strategy for Sales
Actively identify and prototype AI tools (such as content generation, analytics copilots, and call coaching) to eliminate manual friction in the sales process.
Collaborate with Sales, BizTech, Product, and Enablement teams to integrate AI into daily sales activities, improving both efficiency and effectiveness.
Examine existing workflows and rep performance to pinpoint bottlenecks and offer actionable recommendations that link data insights to automation and process enhancements.
Process Design & Continuous Improvement
Identify workflow bottlenecks and refine processes and tools to enhance conversion rates, sales efficiency, and customer experience using data insights and feedback.
Collaborate with Sales Enablement to document processes, create playbooks, and ensure that any changes are effectively communicated and embraced by the sales team.
Operational Support & Problem Solving
Provide daily support to HI Sales leadership and representatives across the organization by handling ad-hoc data requests, routing inquiries, resolving process issues, managing account assignments, and conducting one-off investigations.
Troubleshoot reporting issues, broken workflows, missing Salesforce data, and gaps in pipeline visibility, providing fast and accurate solutions.
Translate sales challenges into clear business requirements, then collaborate cross-functionally to design solutions or implement long-term improvements.
Cross-Functional Partnership & Communication
Work closely with Sales Leadership, RevOps, Finance, BizTech, and Product teams to ensure alignment and remove obstacles to progress.
Manage change effectively by providing regular updates to stakeholders, including managers and senior leadership, on project timelines, challenges, and outcomes with clear communication.
Act as a trusted advisor, providing structure, insights, and clarity to complex or ambiguous issues.
Here's what we're looking for:
You possess a unique blend of analytical sharpness, operational instincts, and strong communication skills. You can move quickly while paying attention to details and are comfortable supporting a high-volume sales team where priorities can change rapidly. You thrive on analyzing complex data, resolving workflow issues, and transforming problems into clear solutions. Most importantly, you communicate effectively with colleagues at all levels, from frontline representatives to directors, ensuring alignment, visibility, and trust.
Experience: 5+ years in Sales Ops, RevOps, or a similar analytical GTM role, ideally in a fast-paced SaaS or Fintech environment.
Strong Salesforce proficiency - you know how to identify data issues, audit pipeline problems, and create reports and dashboards that sales reps and leaders actually use.
Analytical Proficiency: Proficient in creating reports and dashboards using Salesforce, Tableau, Looker, Excel, and Google Sheets.
Proficient in AI and Automation: Skilled at evaluating AI tools and automation solutions to identify opportunities for improving productivity. Experienced in prototyping simple workflows and incorporating AI into operational processes (no engineer-level skills required).
Excellent Communication: Excellent communication skills with the ability to simplify complex information for stakeholders, providing written and verbal updates that align senior leadership with stakeholders.
A first-principles problem solver capable of breaking down ambiguous issues, testing hypotheses, and developing structured solutions.
Exceptionally organized & detail-oriented, capable of managing multiple projects and recurring workflows while ensuring data quality and operational reliability.
A strong partner to sales, able to tackle daily challenges and create solutions that improve their experience and efficiency. Proven experience supporting teams with competing priorities.
Preferred Qualifications
Experience in payroll, HR tech, or SMB SaaS go-to-market motions.
Experience designing or implementing automations, AI workflows, or similar tooling.
Track record of building strong cross-functional relationships across Sales, BizTech, and Analytics.
Experience building systems to support new sales motions.
Comfort with fast iteration, experimentation, and testing in live sales environments.
Our cash compensation amount for this role is $104,490 to $128,000 for Denver, Atlanta & Las Vegas. $126,530 to $155,000 for San Francisco & New York. $97,960 to $120,000 for Phoenix. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above.
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.
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.
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.
Gusto takes security and protection of your personal information very seriously. Please review our Fraudulent Activity Disclaimer.
Personal information collected and processed as part of your Gusto application will be subject to Gusto's Applicant Privacy Notice.
$126.5k-155k yearly Auto-Apply 5d ago
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Hybrid Revenue Management Analyst - Miami
Brightline Trains LLC 4.3
Miami, FL jobs
A transportation company in Miami seeks a Revenue ManagementAnalyst to maximize ticket revenue through effective inventory and pricing management. Candidates should possess a relevant bachelor's degree and strong analytical skills, with proficiency in data analysis tools like Excel and SQL. The role involves analyzing booking trends, running yield management reports, and collaborating with various teams to optimize pricing strategies. This position is onsite four days a week with remote work on Fridays.
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$40k-62k yearly est. 1d ago
Revenue Management Analyst
Brightline Trains LLC 4.3
Miami, FL jobs
Posted Monday, September 22, 2025 at 4:00 AM
Company:
At Brightline, we believe in creating meaningful connections through exceptional experiences. We're creating a brighter way to get there by making travel more convenient, more sustainable, and more hospitable every day. If you're optimistic, forward-thinking, and interested in shaping the future of travel with us, we'd love to hear from you.
Your Purpose:
Brightline's Pricing and Revenue Management team plays a critical role in maximizing ticket revenue for every train along the Miami to Orlando corridor. As a Revenue ManagementAnalyst at Brightline, you will be responsible for maximizing revenue through effective inventory controls. This role involves a blend of data analysis, strategic planning, and understanding market dynamics to ensure optimal pricing and inventory management.
If you have the courage to lead, build strong relationships with people across different perspectives, and are driven to make things happen, this is the perfect opportunity!
Your Role:
Performance Analysis:
Analyze trends in bookings, revenue, and market dynamics. Assess demand patterns and the competitive landscape to understand customer behavior and competitor strategies.
Run yield management reports and identify areas for improvement.
Recommend pricing changes based on data analysis and demand forecasts. Utilize demand forecasts to optimize revenue and ensure profitable pricing decisions.
Monitoring demand drivers along our corridor, such as special events, sports games, concerts, conventions, and boat shows.
Plan seasonal strategies for holidays and peak travel periods to maximize revenue during high-demand times.
Tracking market alternatives, such as tolls, gas, cost of a rental car, and adjust pricing strategies accordingly.
Collaborate closely with other departments such as sales, marketing, and network planning to ensure alignment and implement effective pricing strategies.
Prepare presentations and dashboards to communicate key KPIs and results with leadership.
Support the identification and research of business opportunities within Revenue Management.
Onsite four days a week in Miami, FL; remote on Fridays.
Please note that this Job Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the teammate for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Experience & Qualifications
Required Education and Experience:
Bachelor's degree in Business management, Economics, Political Science, Retail, or Hotel Operations
Prior airline, rail, hotel, cruise or other related experience preferred.
Prior experience working with revenue management or pricing systems preferred.
Knowledge Skills & Abilities :
Strong analytical and quantitative skills.
Proficiency in data analysis tools such as Excel, SQL, R, Python, Spotfire, etc.
Proficiency in PowerPoint.
Thorough understanding of revenue management fundamentals and strategies.
Excellent communication and collaboration skills.
Ability to work independently and in a team environment.
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$40k-62k yearly est. 1d ago
Senior FP&A Analyst: Cloud & AI Growth
Crusoe Energy Systems LLC 4.1
San Francisco, CA jobs
A dynamic technology firm in San Francisco is seeking a Finance professional to join their team. You will drive financial planning and analysis for a growing Cloud business. The ideal candidate has 5+ years of experience in investment banking or corporate finance and excels in financial modeling. The role includes budgeting, forecasting, and performance analysis, with compensation ranging from $130,000 to $165,000 plus bonuses and stock options. Benefits include health insurance and a 401(k).
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A leading AI productivity platform in San Francisco is seeking a Senior Finance Analyst with over 3 years of experience in financial planning and analysis. The role involves delivering timely analysis on GTM and revenue performance, building financial models, and developing dashboards for visibility and accountability. Candidates should possess advanced Excel skills, proficiency in SQL, and the ability to communicate insights effectively. The compensation ranges from $107,000 to $148,000 annually, based on experience and location.
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$107k-148k yearly 1d ago
Senior Invoice-to-Pay Analyst
Ripple 4.4
San Francisco, CA jobs
THE WORK:
We are searching for a meticulous and proactive Senior Invoice-to-Pay (I2P) Analyst to join our developing Finance Operations team. In this role, you will play a vital role in improving the accuracy, efficiency, and scalability of our global invoice-to-pay operations.
Coordinate weekly aging process accuracy, lead payables processing in Oracle Fusion Cloud ERP, collaborate daily with the Managed Services team, and support internal business collaborators.
The opportunity is perfect for a person who flourishes in a rapidly changing environment, embraces transformation, and is enthusiastic about instigating continuous improvement within Finance Operations.
WHAT YOU'LL DO:
Complete end-to-end invoice-to-pay processes for global operations using Oracle Fusion Cloud ERP.
Accurately process vendor invoices and ensure timely approvals and payments in compliance with internal policies.
Function as the key contact for invoice-to-pay inquiries, supporting our internal help desk/ticketing system and maintaining SLA adherence.
Serve as the primary point of contact for the Managed Services team, guaranteeing the timely completion of daily transaction workstreams and meeting internal team SLAs.
Initiate off-cycle and non-automated payments, ensuring all approvals and compliance requirements are met.
Monitor daily payment runs, resolve payment issues, and ensure completeness of payments and subledger accuracy in Oracle.
Reconcile AP accounts and subledgers, investigating and resolving discrepancies to maintain data integrity and prevent duplicate payments.
Support month-end and quarter-end close activities, including accruals, reconciliations, and reporting as needed.
Contribute to quarterly reporting and provide audit support during internal and external reviews.
Maintain and improve process documentation and standard operating procedures (SOPs) for I2P workflows.
Identify and address process gaps, support system automation initiatives, and participate in systems testing and new tool or process implementations.
Collaborate on cross-functional projects to streamline processes, reduce manual effort, and improve scalability across Finance Operations.
WHAT YOU'LL BRING:
5+ years of relevant accounts payable experience
Hands‑on experience with Oracle Cloud ERP strongly preferred
Experience supporting both international and domestic payment operations
Intermediate to advanced Excel skills (e.g., VLOOKUP, pivot tables, formulas)
Strong analytical, organizational, and time management skills
Proven capacity to operate autonomously and collaboratively across functions in a dynamic setting
A mentality centered on customer service and strong communication skills
High attention to detail and a dedication to process accuracy and improvement
For positions that will be based in CA, the annual salary range for this position is below. Actual salaries may vary based on numerous factors including, among other things, an individual applicant's experience and qualifications for the position. This range does not include equity or additional compensation, such as bonuses or commissions.
CA Annual Base Salary Range
$120,000 - $140,000 USD
WHO WE ARE:
Do Your Best Work
The opportunity to build in a fast-paced start‑up environment with experienced industry leaders
A learning environment where you can dive deep into the latest technologies and make an impact. A professional development budget to support other modes of learning.
Thrive in an environment where no matter what race, ethnicity, gender, origin, or culture they identify with, every employee is a respected, valued, and empowered part of the team.
In‑office collaboration for moments that matter is important to our culture, and we give managers and teams the flexibility to decide which 10+ days a month they come in.
Bi‑weekly all‑company meeting - business updates and ask me anything style discussion with our Leadership Team
We come together for moments that matter which include team offsites, team bonding activities, happy hours and more!
Take Control of Your Finances
Competitive salary, bonuses, and equity
Competitive benefits that cover physical and mental healthcare, retirement, family forming, and family support
Employee giving match
Take Care of Yourself
R&R days so you can rest and recharge
Generous wellness reimbursement and weekly onsite & virtual programming
Generous vacation policy - work with your manager to take time off when you need it
Industry‑leading parental leave policies. Family planning benefits.
Catered lunches, fully‑stocked kitchens with premium snacks/beverages, and plenty of fun events
Benefits listed above are for full‑time employees.
Ripple is an Equal Opportunity Employer. We're committed to building a diverse and inclusive team. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local law or ordinance.
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A leading language learning company is seeking a BizOps Analyst to enhance operational efficiency and support strategic initiatives. This role involves conducting vital research for new market expansions, streamlining operations, and collaborating with various teams. The ideal candidate will possess 3-6 years of analytical experience, be proficient with SQL and analytics tools, and have excellent communication skills. Join now to contribute to a mission focused on transforming language learning across the globe.
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$91k-125k yearly est. 4d ago
Sr. BizOps Analyst
Speak 3.7
San Francisco, CA jobs
About us
Our mission is to reinvent the way people learn, starting with language.
Learning a language can change a life by opening doors to new cultures, careers, and communities. Two billion people around the world are actively trying to learn a language, but the best way to learn (one-on-one tutoring) is hard to access at scale and hasn't been meaningfully improved in decades. Speak is building a human-level, AI-powered tutor in your pocket: a conversation-first experience that lets learners actually speak, get instant feedback, and progress through carefully designed lessons. The result is a complete path from beginner to confident speaker across multiple languages.
Speak first launched in South Korea in 2019, where Speak has now become the number one language learning app, and we now serve learners across many markets and 15+ languages. Speak is one of the world's leading AI companies, with over $150m raised in venture investment from OpenAI, Accel, Founders Fund, Khosla Ventures, and more, with a distributed team across San Francisco, Seoul, Tokyo, Taipei, and Ljubljana.
We are looking for a BizOps Analyst to act as a force multiplier for Speak, driving urgency and accelerating high-impact projects across the company. In this role, you will be a strategic generalist, working closely with leadership and teams from Product to Content to Marketing. You will tackle our most pressing operational challenges, conduct foundational research for our next big bets, and build the processes and tools that will allow us to scale effectively. A scrappy, ambitious, and intellectually curious individual who is comfortable operating autonomously and solving unstructured problems will excel in this role.
What you'll be doing
Lead strategic research for new company initiatives, including new market expansions, product opportunities, and competitive analysis.
Design, streamline, and accelerate core operational processes across the company
Support the incubation of new products and features by assisting with prototyping and market validation.
Build and implement internal tools, including AI-powered agents, to automate workflows and improve efficiency.
Act as a thought partner to leadership, providing the analytical rigor to support key decisions around resource investment and strategic priorities.
What we're looking for?
3-6 years of experience in a highly analytical role such as BizOps, consulting, investment banking, or in a high-growth startup.
You are scrappy, ambitious, and willing to directly tackle or project manage any problem.
You are comfortable operating autonomously and analytically solving unstructured problems with minimal guidance.
You have a deep intellectual curiosity and a desire to become an expert on our market and competitors.
You have experience modeling business problems, and you are proficient in business analytics tools. Experience with SQL and AI automation tools is a major plus.
Excellent communication skills and the ability to collaborate effectively with cross-functional teams to drive projects to completion.
Why work at Speak
Join a fantastic, tight-knit team at the right time: we're growing very quickly, we've most recently raised our Series C from some of the top investors in the valley, and we've achieved product-market fit in our initial markets. You'd join at a magical time when a single person could significantly change the course of the company.
Do your life's work with people you'll love working with: we care strongly about our craft and want every person at Speak to feel like they're growing every day. We believe in the idea that working with people you both enjoy and have respect for makes everything better. We hire thoughtfully and only work with people we admire deeply.
Global in nature: We're live in over 40 countries and launching in a number of new markets soon. We have dedicated offices in San Francisco, Ljubljana, Seoul, and Tokyo, and you'll have the opportunity to talk to users in each of these regions on a regular basis as well as travel.
Impact people's lives in a major way: Learning a language is one of the single most life-changing skills one can learn, and right now 99% of people never achieve their goal because the process is broken. We're helping millions of people achieve their goals and improve their lives.
Speak does not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
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$91k-125k yearly est. 4d ago
Strategic CSM - AI-Driven Global Success (Portuguese)
Intercom 4.8
San Francisco, CA jobs
A leading AI customer service company is seeking a Senior Customer Success Manager to partner with complex customers and guide them through AI transformation. This role involves building relationships, mapping processes, and advising on best practices to maximize product effectiveness. Ideal candidates will have extensive SaaS experience and strong communication skills. Competitive salary with a hybrid work model.
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$83k-122k yearly est. 4d ago
Analyst
Il Makiage 4.4
New York, NY jobs
About ODDITY
ODDITY is a consumer tech company disrupting the $600B beauty and wellness industries. Backed by data science and machine learning, we build and scale category-defining brands like IL MAKIAGE and SpoiledChild, serving 40M+ users via our AI-driven platform. With HQ in NYC, we operate like a tech startup: fast-paced, data-obsessed, and impact-driven.
About the Role
We're hiring a Product Development Manager/Analyst to join IL MAKIAGE's core product team. This is a high-visibility role for someone looking to apply consulting/banking skillsets to real-world product innovation with full P&L impact. You'll own product launch initiatives from concept to market, working cross-functionally with R&D, marketing, supply chain, and exec leadership.
This is a rare opportunity to leap from strategy to execution inside a high-growth consumer product environment. This is the ideal role for someone craving startup speed and ownership beyond decks and models.
What You'll Do
Drive new product strategy through market research, competitor analysis, and consumer insight generation
Analyze financial performance, product P&Ls, and consumer data to inform development priorities
Build investment cases and roadmaps for new products, presenting directly to leadership
Own timelines, deliverables, and supplier relationships for full product lifecycle management
Coordinate testing, sampling, and launch readiness across internal and external stakeholders
Execute structured consumer research: surveys, focus groups, market tests
What We're Looking For
1-3 years in management consulting, investment banking, private equity, or high-growth startups
Bachelor's degree from a top-tier institution
Strong analytical + project management skills with attention to detail
Experience building business cases, analyzing data, and communicating insights to senior audiences
Thrives in high-speed, high-impact, ambiguity-rich environments
Passion for consumer products, innovation, and making things real-not just theoretical
Perks & Benefits
$80K-$110K base salary
Flexible schedule + remote options
Deep product discounts
Health insurance & wellness benefits
Real ownership, fast-tracked career growth
$80k-110k yearly 4d ago
Analyst
Ecogreen Solutions Inc. 3.6
Laguna Niguel, CA jobs
Processor / Analyst - Quality Control & Utility Program Administration
The Processor/Analyst is responsible for supporting EcoGreen Solutions' project documentation processes through rigorous quality control, timely submission of project materials to utility and financing programs and coordinated responses to program inquiries. This role ensures that all internal documentation, external submissions, and compliance materials meet the standards required by EcoGreen Solutions and its utility, incentive, and financing partners. The position requires accuracy, professionalism, strong organizational skills, and the ability to work collaboratively across departments.
Essential Duties and Responsibilities
1. Documentation Quality Control
Conduct comprehensive reviews of all internal project documentation, including scopes of work, technical forms, proposals, and supporting materials, ensuring accuracy, completeness, and compliance with company standards.
Identify inconsistencies, errors, or missing information and coordinate with project stakeholders to facilitate corrections.
Maintain up-to-date quality control protocols, checklists, and documentation standards as part of the company's internal quality assurance processes.
2. Utility Program Submission Management
Prepare, compile, and submit project documentation required for participation in utility rebate, incentive, and financing programs.
Ensure all submissions comply with program guidelines, eligibility requirements, and documentation standards.
Track submission progress, respond to program follow-ups, and resolve issues that may delay approval.
Maintain detailed logs of all submissions, timelines, approvals, and required follow-up actions.
3. Response to Requests for Information (RFI)
Receive, log, and coordinate responses to RFIs issued by utilities, incentive program administrators, financing partners, or internal departments.
Collect necessary technical and administrative information from relevant teams to ensure complete and accurate responses.
Submit RFI responses within required timelines and ensure they meet all documentation specifications.
4. Quality Assurance Support
Assist in the review and validation of completed project files to verify alignment with internal quality assurance requirements and external program standards.
Confirm accuracy of product specifications, installation documents, measurement and verification materials, photographs, invoices, and related project data.
Coordinate corrective actions or additional documentation needs with project management and field teams.
5. Recordkeeping and Process Management
Maintain organized and compliant records of all documentation, submissions, communications, and program responses according to company filing practices and naming conventions.
Assist in the development, refinement, and documentation of internal procedures related to quality control, submissions, and program compliance.
Support interdepartmental communication to ensure teams understand program requirements and document standards.
Minimum Qualifications
Education & Experience
High school diploma or equivalent required; associate or bachelor's degree preferred.
Minimum of 1-3 years of experience in quality control, project processing, administrative coordination, or related work environment.
Prior experience with utility incentive programs, rebate systems, or energy-efficiency documentation preferred but not required.
Knowledge, Skills, and Abilities
Strong attention to detail with the ability to review complex documents for accuracy and completeness.
Excellent organizational skills and the ability to manage multiple tasks simultaneously under defined deadlines.
Proficiency in standard office software, including spreadsheets, document editors, PDFs, and digital file management systems.
Clear and professional written and verbal communication skills.
Ability to learn and adapt to various submission portals, program forms, and technical documentation requirements.
Core Competencies
Quality Orientation: Delivers accurate, compliant, and high-quality work products.
Process Adherence: Follows structured workflows and contributes to continuous process improvement.
Time Management: Prioritizes tasks effectively in a deadline-driven environment.
Collaboration: Works efficiently with cross-functional teams and external partners.
Professionalism: Maintains confidentiality, accuracy, and high standards of conduct at all times.
Working Conditions
Standard office environment with regular use of computers, software systems, and digital communication tools.
Occasional interaction with field staff, project managers, and technical personnel to collect or clarify documentation.
$59k-89k yearly est. 1d ago
FP&A Analyst / Senior Analyst
Brava Roof Tile 4.3
McDonough, GA jobs
Job Title: FP&A Analyst / Senior Analyst
Report To: Vice President, Strategic Finance
FLSA Status: Exempt
We are seeking a dynamic and experienced FP&A Senior Analyst to join our finance team at a private equity-backed company experiencing record demand and rapid capacity expansion.
Reporting to the Vice President, Strategic Finance, the position offers significant visibility to executive leadership, the Board, our private equity sponsor, and lenders.
The ideal candidate will excel in building robust financial models, delivering actionable insights, and managing recurring reporting processes that directly support both day-to-day operations and long-term strategic decision-making. This is a unique opportunity to gain PE portfolio company experience in a fast-paced, entrepreneurial environment.
Key Responsibilities
The core responsibilities of this role include:
Budgeting and forecasting: Participate in the development of annual budgets, quarterly forecasts, and long-range financial plans, ensuring alignment with organizational goals and incorporating historical data, trends, and business drivers.
Sponsor & lender reporting: Prepare monthly reporting packages for the private equity sponsor, support quarterly Board presentations, and manage lender reporting requirements including covenant calculations and compliance schedules.
Develop and maintain financial models: Build sophisticated models for scenario analysis, ROI evaluations, investment opportunities, and variance analysis to forecast financial performance and identify risks/opportunities.
Conduct in-depth financial analysis: Analyze financial data, performance metrics, and KPIs to provide insights on manufacturing performance, revenue drivers, and operational efficiencies, including variance analysis and commentary on business trends.
Prepare and present reports: Generate daily/monthly/quarterly management reports, dashboards, and ad-hoc analyses to support executive decision-making and strategic planning.
Collaborate across teams: Partner with cross-functional departments, executive leadership, and business units to gather financial inputs, evaluate initiatives, and drive performance improvements.
Monitor performance and risks: Track key financial metrics, identify emerging trends or issues, and recommend solutions to optimize assets, investments, and cost-saving opportunities.
Drive process improvements: Evaluate and implement enhancements to FP&A tools, systems, and methodologies to increase efficiency and accuracy.
Qualifications
Bachelor's degree in Finance, Accounting, or a related field (Master's or CFA/CPA preferred).
3-7+ years of progressive experience in FP&A, financial analysis, or related roles.
Proven track record in a fast-paced environment.
Required Skills
Advanced proficiency in Microsoft Excel and BI tools (e.g., Tableau, Power BI, or similar).
Strong analytical and problem-solving abilities, with attention to detail.
Excellent communication and presentation skills for conveying complex financial information to non-financial stakeholders.
Leadership and collaboration skills to manage projects and work cross-functionally.
Ability to multitask in a dynamic setting and adapt to changing priorities.
$79k-110k yearly est. 3d ago
Member Care Workforce Analyst
Centivo 4.0
Buffalo, NY jobs
We exist for workers and their employers -- who are the backbone of our economy. That is where Centivo comes in -- our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Summary of role:
The WorkforceManagementAnalyst is responsible for creating and maintaining daily schedules for the Member Care call center, encompassing inbound, outbound, and back-office channels. This role involves performing real-time monitoring duties, tracking daily attendance, Average Handled Time (AHT), intraday queue performance, schedule adherence, occupancy, and other Workforce KPIs. The Analyst will adjust schedules and work assignments to ensure goals are met, and service level agreements are achieved by scheduling agents for calls, chats, and emails in several contact center platforms.
Key responsibilities include analyzing PTO submissions and approving or denying them based on business needs, in collaboration with the WorkforceManagement Lead and Supervisor Team in Member Care. The Analyst will serve as the point of contact for identifying unexpected changes that may require scheduling adjustments and task reprioritization. Additionally, the role involves collaborating with management to identify workforce optimization opportunities during daily and weekly huddles, and monitoring and reporting weekly CRM case activity in the weekly summary. They will also work with the WorkforceManagement Lead to complete the weekly reports on Member Care performance and preparation of a monthly executive summary.
Furthermore, the WorkforceManagementAnalyst will assist with the basic setup and configuration of users and backend tables in Amazon Connect. They will also participate in the testing of new technologies and any system enhancements being implemented with AWS and within Centivo.
Responsibilities Include:
* Create and maintain daily schedules for the call center, including inbound, outbound, and back-office channels. Includes schedule recommendations for new-hire representatives to best support call volumes.
* Perform real-time monitoring duties which includes but not limited to adjusting representative routing, moving representatives between call queues, managing schedule adjustments and monitoring SLA's
* Make recommendations and quick decisions on representative routing throughout all operating hours
* Monitor daily attendance, intraday queue performance, schedule adherence, occupancy, and other Workforce KPIs; adjust schedules and work assignments to ensure goals are met.
* Provide root cause analysis and postmortem reviews when SLA's are not met.
* Pull raw data to develop and modify weekly reports on call center performance that include but are not limited to call statistics (AHT, Hold Time, ASA, etc.), adherence reporting, representative performance etc.
* Ensure that service level agreements are met by scheduling agents for calls, chats, and emails across multiple locations.
* Analyze PTO submissions and approve/deny based on business needs in review with the WorkforceManagement and Supervisor Team in member care.
* Serve as the point of contact to identify unexpected changes which might require scheduling changes and reprioritization of tasks.
* Collaborate with management to identify workforce optimization opportunities during daily and weekly huddles. Makes recommendations to management team on how to improve schedule optimization and improve phone performance.
* Monitor and report weekly CRM case activity in the weekly summary and work with the WorkforceManagement Lead to complete the monthly executive summary of Member Care performance.
* Participate in testing and implementing new technologies and system enhancements.
Qualifications:
Required Skills and Abilities:
* Skilled in Amazon Connect and Excel with proven ability to execute V-Lookups, build complex Pivot Tables and Data Visualization. Strong knowledge of Excel formulas and ability to merge multiple data sets.
* Ability to work autonomously and independently make quick decisions with minimal supervision.
* Proven ability to manage multiple commitments and deadlines with reliability and attention to detail, ensuring timely completion or proactive issue resolution.
* Adaptable and proactive in addressing shifting priorities within the organization or department, ensuring any concerns about existing commitments are raised promptly for collaborative resolution.
* Strong written and oral communication skills.
* Expertise in creating and maintaining operational reporting.
* Excellent verbal and written communication skills; ability to speak clearly and concisely, conveying complex or technical information in a manner that others can understand, as well as ability to understand and interpret complex information form others, including but not limited to reimbursement policy standards
* Strong interpersonal skills, establishing rapport, and working well with others
* Present concise, well‑structured updates and analyses to senior leadership, including ad‑hoc presentations in collaboration with Member Care leadership.
Education and Experience:
* Minimum of 2 years working in an omnichannel, Contact Center WorkforceManagement role.
* Experience developing Contact Center reporting, including strong knowledge in Contact Center metrics.
* Deep experience with the Amazon Connect WFM platform is preferred. However, Calabrio, Avaya, or Five9/VO, NICE InContact will be considered.
* Experience measuring real-time performance for a larger customer service team of 100 agents or more.
* Experience managing, editing, and making recommendations for the current IVR and future automation enhancements.
Preferred Qualifications:
* Experience configuring call routing and skills rules in the Automatic Call Distributor (ACD).
* Advanced MS Excel
* Experience working with JIRA and building JIRA boards
Work Location and Status:
* An ideal candidate would be based full-time in the Buffalo office; however, qualified candidates who can support a contact center team operating in the U.S. Eastern Time Zone may be considered for a remote position.
Centivo Values:
* Resilient - This is wicked hard. There is no easy button for healthcare affordability. Luckily, the mission makes it worth it and sustains us when things are tough. Being resilient ensures we don't give up.
* Uncommon - The status quo stinks so we had to go out and build something better. We know the healthcare system. It isn't working for members, employers, and providers. So we're building it from scratch, from the ground up. Our focus is on making things better for them while also improving clinical results - which is bold and uncommon.
* Positive - We care about each other. It takes energy to do hard stuff, build something better and to be resilient and unconventional while doing it. Because of that, we make sure we give kudos freely and feedback with care. When our tank gets low, a team member is there to be a source of new energy. We celebrate together. We are supportive, generous, humble, and positive.
Who we are:
Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com.
Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.
$79k-109k yearly est. Auto-Apply 3d ago
Senior Workforce Management Data Analyst
Omada Health 4.3
Remote
Omada Health is on a mission to inspire and engage people in lifelong health, one step at a time.
Care Delivery's Capacity & Analytics team is responsible for care team capacity modeling, care team scheduling, data analysis & reporting, and workforce optimization in service of efficient, effective, and exceptional delivery of safe care to Omada's members.
Using data from enrollment forecasts, workforcemanagement systems, member and care team engagement, clinical outcomes and financial indicators, the team's focus is to provide data-driven insights and recommendations to inform precise decision making within Care Delivery and in collaboration with cross-functional partners.
Omada is hiring a Senior Data Analyst to join Care Delivery's Capacity & Analytics team. The key job responsibilities include, but are not limited to:
Build and continually improve a new capacity model that evaluates state by state by state clinical licensure, supply, demand, and various workforcemanagement and performance metrics
Own analysis in support of care delivery initiatives that drive further precision in our operations or care team capacity planning
Define metrics and KPIs to measure the effectiveness and efficiency of care delivery initiatives and capacity planning efforts
Design and maintain visually compelling and intuitive Tableau (or other BI tool) dashboards
Define operational processes and support system enhancements that drive care team capacity & analytics reporting at scale
Work closely with various care delivery & clinical stakeholders to enhance data visibility and understanding
Collaborate across multiple teams including care delivery, clinical, analytics, data science, sales operations, and strategic finance
This position reports to Omada's Director, Capacity & Analytics, and is remote.
About you
The ideal candidate should have the following Qualifications, Experience, and Education:
Bachelor's degree in engineering, computer science, technology or similar or equivalent blend of work and certification experience required.
7+ years of analytics experience
Advanced level SQL skills
Expert level excel modeling & data manipulation skills
Development experience with Tableau (or similar data visualization tool)
Strong organizational skills and attention to detail
Reliable self-starter capable of working with a high degree of autonomy
Passion for capacity planning, modeling, and workforcemanagement continuous improvement
Bonus points for:
Prior experiencing working in a clinical, operations, supply & demand planning, or healthcare business or data analyst role
Prior experience with Workday Adaptive Planning software, or similar
Prior experience working with teams who provide care for Type 2 Diabetes, Hypertension, Behavioral Health, or Physical Therapy patients
Prior experience in workforce planning with state by state licensure requirements, or similar
Python/R experience
Your impact:
Support care delivery by leveraging advanced data analytics, directly impacting the quality and efficiency of care provided to Omada's members
Enhance decision-making processes by providing actionable insights from complex data sets, leading to optimized operations
Contribute to the evolution of Omada's care delivery optimization through meticulous data analysis and operational insights supporting our mission
You will love this job if you:
You are an analytical problem solver - innately curious about people and processes, have sound business judgment, and can synthesize and present analysis in a clear and compelling manner
You work well with diverse teams and love to bring your analytical lens to solve tough cross-functional operational problems
You enjoy working on a variety of challenges, including: digging into data, hands on analysis, data visualization, operational improvements, and cross functional collaborations
Benefits:
Competitive salary with generous annual cash bonus
Equity grants
Remote first work from home culture
Flexible Time Off to help you rest, recharge, and connect with loved ones
Generous parental leave
Health, dental, and vision insurance (and above market employer contributions)
401k retirement savings plan
Lifestyle Spending Account (LSA)
Mental Health Support Solutions
...and more!
It takes a village to change health care. As we build together toward our mission, we strive to embody the following values in our day-to-day work. We hope these hold meaning for you as well as you consider Omada!
Cultivate Trust. We listen closely and we operate with kindness. We provide respectful and candid feedback to each other.
Seek Context. We ask to understand and we build connections. We do our research up front to move faster down the road.
Act Boldly. We innovate daily to solve problems, improve processes, and find new opportunities for our members and customers.
Deliver Results. We reward impact above output. We set a high bar, we're not afraid to fail, and we take pride in our work.
Succeed Together. We prioritize Omada's progress above team or individual. We have fun as we get stuff done, and we celebrate together.
Remember Why We're Here. We push through the challenges of changing health care because we know the destination is worth it.
About Omada Health: Omada Health is a between-visit healthcare provider that addresses lifestyle and behavior change elements for individuals managing chronic conditions. Omada's multi-condition platform treats diabetes, hypertension, prediabetes, musculoskeletal, and GLP-1 management. With insights from connected devices and AI-supported tools, Omada care teams deliver care that is rooted in evidence and unique to every member, unlocking results at scale. With more than a decade of experience and data, and 29 peer-reviewed publications showcasing clinical and economic proof points, Omada's approach is designed to improve health outcomes and contain costs. Our customers include health plans, pharmacy benefit managers, health systems, and employers ranging from small businesses to Fortune 500s. At Omada, we aim to inspire and empower people to make lasting health changes on their own terms. For more information, visit: ****************************
Omada is thrilled to share that we've been certified as a Great Place to Work! Please click here for more information.
We carefully hire the best talent we can find, which means actively seeking diversity of beliefs, backgrounds, education, and ways of thinking. We strive to build an inclusive culture where differences are celebrated and leveraged to inform better design and business decisions. Omada is proud to be an equal opportunity workplace and affirmative action employer. We are committed to equal opportunity regardless of race, color, religion, sex, gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, military or veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by local, state, or federal laws.
Below is a summary of salary ranges for this role in the following geographies:
California, New York State and Washington State Base Compensation Ranges: $142,600 - $178,300, Colorado Base Compensation Ranges: $136,400 - $170,500. Other states may vary.
This role is also eligible for participation in annual cash bonus and equity grants.
*The actual offer, including the compensation package, is determined based on multiple factors, such as the candidate's skills and experience, and other business considerations.
Please click here for more information on our Candidate Privacy Notice.
Blink Health is the fastest growing healthcare technology company that builds products to make prescriptions accessible and affordable to everybody. Our two primary products - BlinkRx and Quick Save - remove traditional roadblocks within the current prescription supply chain, resulting in better access to critical medications and improved health outcomes for patients.
BlinkRx is the world's first pharma-to-patient cloud that offers a digital concierge service for patients who are prescribed branded medications. Patients benefit from transparent low prices, free home delivery, and world-class support on this first-of-its-kind centralized platform. With BlinkRx, never again will a patient show up at the pharmacy only to discover that they can't afford their medication, their doctor needs to fill out a form for them, or the pharmacy doesn't have the medication in stock.
We are a highly collaborative team of builders and operators who invent new ways of working in an industry that historically has resisted innovation. Join us!
The Opportunity
The Patient Services Operations team is central in advancing our mission to provide affordable care and deliver exceptional patient experience. We are seeking a WorkforceManagement Forecasting & Capacity Planning Senior Analyst to join our Operational Excellence team. This individual will own the forecasting and analytics foundation that drives workforce strategy, staffing, and performance across our contact center and pharmacy operations teams. This is an ideal opportunity for a highly analytical, detail-oriented, and proactive problem-solver who thrives in fast-paced, data-driven environments.
This is a fully onsite position based within our Pittsburgh, PA location.
Responsibilities
Build and maintain accurate short- and long-term forecasts for contact center and pharmacy operations across multiple workflows/teams.
Identify business drivers influencing volume trends (e.g., demand, seasonality, marketing, and product launches).
Translate forecasts into actionable capacity and staffing plans that balance efficiency, service levels, and budget goals.
Partner with Operations, Finance, and HR to align hiring plans and resource needs with business growth.
Analyze trends, variances, and real-time data to improve forecast accuracy and support operational decisions.
Develop dashboards and reports that communicate insights and recommendations to leadership.
Support scenario modeling for new programs, process changes, or technology enhancements.
Collaborate with WorkforceManagement and Product/Engineering teams to optimize systems and forecasting tools.
Contribute to building scalable, data-driven processes that enhance operational efficiency and patient experience.
Qualifications
4-6+ years of experience in forecasting, analytics, workforce planning, or related roles - ideally in healthcare, contact center, or tech-enabled operations.
Bachelor's degree in Mathematics, Statistics, Economics, Operations, Data Science, or a related quantitative field.
Advanced proficiency in Excel/Google Sheets, SQL, Python, and data visualization tools (e.g., Tableau) and experience with forecasting techniques.
Strong quantitative reasoning, data modeling, and problem-solving abilities.
Ability to translate complex data into clear, actionable insights.
Excellent written and verbal communication; skilled at presenting analytical findings to diverse audiences.
Curious, adaptable, and proactive - thrives in fast-paced environments and takes ownership from analysis through execution.
Why Join Us:
It is rare to have a company that both deeply impacts its customers and is able to provide its services across a massive population. At Blink, we have a huge impact on people when they are most vulnerable: at the intersection of their healthcare and finances. We are also the fastest growing healthcare company in the country and are driving that impact across millions of new patients every year. Our business model not only helps people, but drives economics that allow us to build a generational company. We are a relentlessly learning, constantly curious, and aggressively collaborative cross-functional team dedicated to inventing new ways to improve the lives of our customers.
We are an equal opportunity employer and value diversity of all kinds. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
$67k-94k yearly est. Auto-Apply 15d ago
Privacy Assurance Program Analyst
Trustarc 4.4
Remote
The Privacy Assurance Program Analyst supports the development and ongoing maintenance of TrustArc's privacy certification and validation programs. This role includes researching regulations, developing program requirements, and maintaining program documentation. You will monitor regulatory and enforcement developments to ensure TrustArc's certifications remain accurate, current, and aligned with industry best practices. Strong analytical skills, attention to detail, and the ability to translate regulations into structured program elements are essential.What You Will Do
Develop new certification programs in alignment with the Assurance roadmap.
Research global privacy laws, regulations, and industry frameworks to inform program requirements.
Draft program criteria, assessment requirements, and customer delivery modules.
Track regulatory and enforcement developments against relevant laws and frameworks (e.g., GDPR, CCPA) and assess program impact.
Recommend and document program updates, including version control and change history.
Communicate program updates and regulatory changes to Assurance team members.
Serve as a subject matter liaison for program requirements and updates.
Create and deliver internal training on program requirements and interpretations.
Support knowledge management initiatives across the Assurance team.
Partner with Product and Engineering to implement program requirements.
Contribute to process improvements that enhance program efficiency and scalability.
What You Will Bring
Working knowledge of privacy regulations and frameworks such as GDPR, CCPA, and cross-border data transfers.
Ability to analyze regulatory and compliance information and translate it into clear, structured documentation.
Experience in compliance, privacy operations, risk management, audit, or regulatory analysis.
Strong writing, research, and communication skills with high attention to detail.
Excellent organizational skills with the ability to manage multiple initiatives accurately.
Familiarity with certification or audit programs (preferred).
Professional privacy certification such as CIPP/US or CIPP/E (preferred).
Proficiency with tools such as Confluence, Jira, and Salesforce (or similar).
Ability to collaborate cross-functionally with Legal, Product, Engineering, and client-facing teams.
What We Offer
Health, Vision, and Dental Care (also available for partner)
Endless PTO Program
100% Work from Home
Opportunities to participate in health-focused activities - mindfulness, wellness, active lifestyle
$2,500 active employee referral program
Compensation: $100,000 - $120,000 per year Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws.Equal Opportunity
TrustArc is proud to be an Equal Opportunity Employer and is committed to a diverse and inclusive workplace. We believe that a successful organization is one that celebrates its employees for who they are, who they love, and the unique lens through which they experience the world. TrustArc does not discriminate based on race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or other legally protected status. We understand that our differences make us better. They empower us to learn from each other, lean on each other, and create a product and community that models the behavior we hope to see in others.
If you need reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, contact us at *************** and describe the specific accommodation requested for a disability-related limitation. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process.
$100k-120k yearly Auto-Apply 47d ago
Payoff and Satisfactions Analyst
Berkadia 4.9
Pennsylvania jobs
Are you looking for an opportunity to bring your unique skills and experiences to a leading commercial loan servicer?
The Payoff and Satisfaction Analyst will manage the end-to-end process for loan payoffs and mortgage release satisfactions. This role is responsible for accurate loan payoff calculations, preparing and processing of release documents, detailed document research, and ensuring strict compliance with county, state, investor, and company requirements. The Payoff and Satisfaction Analyst acts as a key liaison among borrowers, lenders, investors, and legal teams, ensuring all payoff and release processes are completed efficiently and with a focus on quality and client satisfaction.
Join Berkadia's loan servicing platform and learn from the best of the best at the largest U.S. non-bank commercial mortgage servicer in the industry. We provide the personal and professional development opportunities you need to impact the commercial real estate industry, build a career that takes the long view, and reach your full potential. Be Your Best Self. Be Berkadia.
We are committed to growing your career, so in this role you will:
Responsibilities:
Perform loan payoff calculations in accordance with loan documents, investor directives, and internal guidelines.
Interpret complex loan documents (ie. Security Agreements, Promissory Notes, Deeds of Trust, Mortgages, Pooling and Servicing Agreements) to ensure the prepayment periods and yield maintenance calculations are mathematically accurate and compliant with the related loan document(s).
Prepare and distribute monthly loan maturity letters and other required communications.
Review, prepare, and process mortgage release documents for signature and notarization, ensuring regulatory compliance.
Research, gather, and verify documents required for release transactions, resolving discrepancies related to document rejection or chain of title issues.
Coordinate communications and document transmission with all relevant internal and external stakeholders.
Prepare and distribute notifications, reports, and compliance documents as required.
Perform quality control reviews of work performed by operations staff in India, ensuring consistency and accuracy.
Maintain organized records in the servicing system and SharePoint for tracking and retention.
Serve as the primary contact for external parties, providing clear and professional responses regarding payoff and release status.
Monitor client feedback, coordinate with relevant departments to resolve issues, and maintain detailed records of all client interactions and feedback. Capture and report client feedback, and actively contribute to initiatives aimed at enhancing client satisfaction and service delivery.
Train and support team members with processes and best practices for client interactions and satisfaction.
Contribute to administrative projects and continuous process improvement as assigned.
We are passionate about your growth, so to achieve success in this role you should have:
Qualifications:
Strong ability to interpret legal and financial documentation (ie. Pooling and Service Agreements, Security Agreements, Promissory Notes, Deed of Trusts, Mortgages, and Mortgage Assignments), and perform accurate, timely mathematical calculations.
Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel) and SharePoint and Adobe Pro.
Excellent organizational and multitasking abilities; able to manage competing priorities in a fast-paced environment.
Outstanding written and verbal communication skills, with the ability to clearly explain complex calculations and processes.
Exceptional accuracy and attention to detail.
Self-motivated and proactive in identifying solutions and process improvements.
Effective at managing expectations and providing timely updates on tasks and potential delays.
Comfortable collaborating across teams, with clients, and at all organization levels.
Bachelor's degree or equivalent
Three to five years prior experience in a similar position.
We believe People Matter, so we offer benefits that go beyond:
Monthly paid volunteer hours and donation matching to benefit our communities
Employee Resource Groups that help you grow with us
Fertility and family planning services
Up to 12-weeks of fully paid parental leave
Mental health care, including free counseling sessions:
We'll help you fund your learning journey with generous tuition reimbursement
Pet insurance discounts
And more!
Be Your Best Self. Be Berkadia.
#LI-HG1 #LI-HYBRID
Berkadia, as an equal opportunity employer, celebrates our employees' unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact ******************************.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
$57k-84k yearly est. Auto-Apply 34d ago
Senior Analyst, Platform Underwriting
Checkout.com 4.7
Atlanta, GA jobs
We're Checkout.com - you might not know our name, but companies like eBay, ASOS, Klarna, Uber Eats, and Sony do. That moment when you check out online? We make it happen.
Checkout.com is where the world checks out. Our global network powers billions of transactions every year, making money move without making a fuss. We spent years perfecting a service most people will never notice. Because when digital payments just work, businesses grow, customers stay, and no one stops to think about why.
With 19 offices spanning six continents, we feel at home everywhere - but London is our HQ. Wherever our people work their magic, they're fast-moving, performance-obsessed, and driven by being better every day. Ideal. Because a role here isn't just another job; it's a career-defining opportunity to build the future of fintech.
Job Description
We are looking for a seasoned underwriter with a background in payments, due diligence, and financial analysis to join our Platforms Underwriting team in Atlanta.
You will be part of a team that is responsible for underwriting applications for customers utilizing Checkout.com's solution for platforms, primarily Payment Facilitators, Marketplaces, and Staged Digital Wallet Operators. This team focuses on analysis relevant to Customer Due Diligence, Enhanced Due Diligence, Business Model, Credit, and Financial Analysis.
This role offers unique exposure to our core business areas, collaborating closely with our key internal players (Commercial, Compliance, Risk, Legal teams and Senior Management) and our high-value merchants and partners.
How you'll make an impact
Conduct business model analysis and a holistic assessment of a customer's risk profile, leveraging your proficient-level understanding of the risks and requirements of different Platform models (ISVs, Payfacs, Marketplaces, Staged Digital Wallets, MORs).
Conduct customer due diligence and enhanced due diligence analysis on prospective customers including KYC, KYB, PEP, Sanctions, and Adverse Media screening.
Conduct expert-level analysis of P&L, balance sheet, and cash flow statements of Platform models and other high-risk sectors.
Prepare persuasive summaries to internal stakeholders and risk committees, identifying mitigants and making balanced recommendations for each deal.
Represent the Platform Underwriting team in leading and attending customer calls and meetings alongside Sales or Account Managers.
Approve individual credit submissions in line with approval authority.
Identify operational issues and areas for improvement, and make detailed recommendations on how to improve the merchant onboarding experience.
Act as a mentor to new or junior team members through training initiatives and credit approvals.
Foster a culture of collaboration with key internal stakeholders, in particular Sales/Account Managers, and first and second line Risk and Compliance personnel and Legal.
Contribute to department and cross-functional projects/initiatives as required.
What we're looking for
Proficient-level understanding of Checkout's Platform product offering, including features and limitations, and the ability to independently classify different Platform models.
Expert-level financial statement analysis and credit exposure assessment ability.
Demonstrated ability to make sound judgments, balancing risk and reward.
Competent escalation management, acting with urgency to ensure escalations are prioritized, owned, and resolved effectively.
Ability to continually monitor and independently manage competing priorities and adjust accordingly without impact to SLA attainment.
Excellent written and interpersonal communication skills, with concise presentation skills and the ability to deliver complex messages clearly.
A passion for operational improvement initiatives and the ability to contribute to broader department initiatives and projects.
Possess a ‘customer first' approach to delivering creative solutions.
Experience you'll bring to the role
6+ years of direct experience related to financial analysis or merchant underwriting.
5+ years of work experience related to due diligence, merchant underwriting, or equivalent underwriting work.
Demonstrable experience related to customer due diligence, enhanced due diligence, merchant underwriting, credit insurance, and/or commercial lending.
Subject matter expertise in AML/CTF and/or underwriting and financial analysis.
Domain expertise within the payments or Fintech industry will be preferable.
Previous experience coaching or mentoring is desirable.
Bring all of you to work
We create the conditions for high performers to thrive - through real ownership, fewer blockers, and work that makes a difference from day one.
Here, you'll move fast, take on meaningful challenges, and be recognized for the impact you deliver. It's a place where ambition gets met with opportunity - and where your growth is in your hands.
We work as one team, and we back each other to succeed. So whatever your background or identity, if you're ready to grow and make a difference, you'll be right at home here.
It's important we set you up for success and make our process as accessible as possible. So let us know in your application, or tell your recruiter directly, if you need anything to make your experience or working environment more comfortable.
Life at Checkout.com
We understand that work is just one part of your life. Our hybrid working model offers flexibility, with three days per week in the office to support collaboration and connection.
Curious about what it's like to be part of our team? Visit our Careers Page to learn more about our culture, open roles, and what drives us.
For a closer look at daily life at Checkout.com, follow us on LinkedIn and Instagram
$80k-110k yearly est. Auto-Apply 35d ago
Senior Analyst, Platform Underwriting
Checkout.com 4.7
Atlanta, GA jobs
We're Checkout.com - you might not know our name, but companies like eBay, ASOS, Klarna, Uber Eats, and Sony do. That moment when you check out online? We make it happen. Checkout.com is where the world checks out. Our global network powers billions of transactions every year, making money move without making a fuss. We spent years perfecting a service most people will never notice. Because when digital payments just work, businesses grow, customers stay, and no one stops to think about why.
With 19 offices spanning six continents, we feel at home everywhere - but London is our HQ. Wherever our people work their magic, they're fast-moving, performance-obsessed, and driven by being better every day. Ideal. Because a role here isn't just another job; it's a career-defining opportunity to build the future of fintech.
Job Description
We are looking for a seasoned underwriter with a background in payments, due diligence, and financial analysis to join our Platforms Underwriting team in Atlanta.
You will be part of a team that is responsible for underwriting applications for customers utilizing Checkout.com's solution for platforms, primarily Payment Facilitators, Marketplaces, and Staged Digital Wallet Operators. This team focuses on analysis relevant to Customer Due Diligence, Enhanced Due Diligence, Business Model, Credit, and Financial Analysis.
This role offers unique exposure to our core business areas, collaborating closely with our key internal players (Commercial, Compliance, Risk, Legal teams and Senior Management) and our high-value merchants and partners.
How you'll make an impact
* Conduct business model analysis and a holistic assessment of a customer's risk profile, leveraging your proficient-level understanding of the risks and requirements of different Platform models (ISVs, Payfacs, Marketplaces, Staged Digital Wallets, MORs).
* Conduct customer due diligence and enhanced due diligence analysis on prospective customers including KYC, KYB, PEP, Sanctions, and Adverse Media screening.
* Conduct expert-level analysis of P&L, balance sheet, and cash flow statements of Platform models and other high-risk sectors.
* Prepare persuasive summaries to internal stakeholders and risk committees, identifying mitigants and making balanced recommendations for each deal.
* Represent the Platform Underwriting team in leading and attending customer calls and meetings alongside Sales or Account Managers.
* Approve individual credit submissions in line with approval authority.
* Identify operational issues and areas for improvement, and make detailed recommendations on how to improve the merchant onboarding experience.
* Act as a mentor to new or junior team members through training initiatives and credit approvals.
* Foster a culture of collaboration with key internal stakeholders, in particular Sales/Account Managers, and first and second line Risk and Compliance personnel and Legal.
* Contribute to department and cross-functional projects/initiatives as required.
What we're looking for
* Proficient-level understanding of Checkout's Platform product offering, including features and limitations, and the ability to independently classify different Platform models.
* Expert-level financial statement analysis and credit exposure assessment ability.
* Demonstrated ability to make sound judgments, balancing risk and reward.
* Competent escalation management, acting with urgency to ensure escalations are prioritized, owned, and resolved effectively.
* Ability to continually monitor and independently manage competing priorities and adjust accordingly without impact to SLA attainment.
* Excellent written and interpersonal communication skills, with concise presentation skills and the ability to deliver complex messages clearly.
* A passion for operational improvement initiatives and the ability to contribute to broader department initiatives and projects.
* Possess a 'customer first' approach to delivering creative solutions.
Experience you'll bring to the role
* 6+ years of direct experience related to financial analysis or merchant underwriting.
* 5+ years of work experience related to due diligence, merchant underwriting, or equivalent underwriting work.
* Demonstrable experience related to customer due diligence, enhanced due diligence, merchant underwriting, credit insurance, and/or commercial lending.
* Subject matter expertise in AML/CTF and/or underwriting and financial analysis.
* Domain expertise within the payments or Fintech industry will be preferable.
* Previous experience coaching or mentoring is desirable.
Bring all of you to work
We create the conditions for high performers to thrive - through real ownership, fewer blockers, and work that makes a difference from day one.
Here, you'll move fast, take on meaningful challenges, and be recognized for the impact you deliver. It's a place where ambition gets met with opportunity - and where your growth is in your hands.
We work as one team, and we back each other to succeed. So whatever your background or identity, if you're ready to grow and make a difference, you'll be right at home here.
It's important we set you up for success and make our process as accessible as possible. So let us know in your application, or tell your recruiter directly, if you need anything to make your experience or working environment more comfortable.
Life at Checkout.com
We understand that work is just one part of your life. Our hybrid working model offers flexibility, with three days per week in the office to support collaboration and connection.
Curious about what it's like to be part of our team? Visit our Careers Page to learn more about our culture, open roles, and what drives us.
For a closer look at daily life at Checkout.com, follow us on LinkedIn and Instagram
$80k-110k yearly est. Auto-Apply 33d ago
Indirect Channel Sales Analyst
Gusto 4.5
Workforce management analyst job at Gusto
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:
The Revenue Operations team at Gusto is a full-stack team responsible for data, analytics, and operational excellence in pursuit of scaling our revenue growth. The Go-To-Market Analytics team is one functional area, responsible for defining and owning the metrics for scaling our Sales teams.
Gusto is looking for an Indirect Channel Sales Analyst to optimize our analytics, strategy, and insight generation for our partner route to market. Gusto is highly invested in acquiring customers through its broader partner ecosystem and optimizing its sales motions to ensure the optimal partner and customer experience. In this role, your primary stakeholders will range from Revenue Operations to Sales Leadership and frontline sales. The Analyst will utilize data to drive actionable insights that enhance sales productivity, customer experience, and Gusto's overall acquisition targets.
This role will report to the Head of Go-To-Market analytics, and partner closely with the Revenue Operations, Data Science, and Product teams.
Here's what you'll do day-to-day:
Stakeholder Partnership & Requirements Definition: Establish relationships with stakeholders to identify business needs, and scope and deliver data products that address those needs.
Sales Forecasting & Performance Measurement: Build and maintain sales forecasts and define KPIs to measure business health and operational efficiency.
Sales Productivity & Channel Insights: Utilize data to generate actionable insights that enhance sales productivity, including visibility into quota setting and attainment, incrementality of sales touchpoints, and channel penetration.
Indirect Channel Strategy & Roadmap Delivery: Deliver against a long-term roadmap to support strategic success in Gusto's indirect acquisition efforts.
Executive Insights & Thought Partnership: Serve as the primary owner of insights and a thought partner to sales leaders across the organization.
Here's what we're looking for:
Analytics Experience & Business Exposure: 5+ years of experience in an analytics role with exposure to business and finance stakeholders.
SQL Proficiency (Required): Strong, hands-on SQL fluency required. Ability to confidently write clear, correct queries to answer business questions. SQL skills will be evaluated via a live SQL exercise.
Data Visualization & Warehousing: Experience with data visualization and data warehousing technologies, including Tableau, Looker, and Snowflake.
Modeling & Analytical Tooling: High aptitude and enthusiasm for solving complex business problems through modeling and analysis using tools such as Excel or GSuite.
Autonomy & Execution: A proactive, autonomous problem-solver able to work independently with strong attention to detail, manage ambiguity, and navigate resource dependencies and timelines to optimal outcomes.
Communication & Collaboration: Strong communication and collaboration skills, with the ability to distill technical or complex topics into clear, concise explanations for senior leaders and business stakeholders.
Analytical Foundation: Education or equivalent work experience in an analytical discipline or related technical field.
Our annual salary compensation range for this role is $160,000 - $180,000 in San Francisco & New York, and $132,200 - $148,000 in Denver, Atlanta, Las Vegas, and Phoenix. Final offer amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amounts listed above. Final offer amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amounts listed above.
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.
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.
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.
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