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Consultant jobs at Hatch

- 953 jobs
  • PB Analyst

    GHR Healthcare 3.7company rating

    Cleveland, OH jobs

    Epic Professional Billing certification required 100% remote up to $115k DOE The PB/HB Analyst is responsible to resolve technical and application issues and support ongoing workflow and optimization issues. This position oversees the design, configuration, testing and support of Epic Patient Billing. Responsibilities Design, build and test Epic Patient/Hospital Billing software, including current- and future-state workflows Troubleshoot and resolve issues, conforming to client change control and change management policies Work in a complex and quick-moving client environment, meeting all project timelines and critical path requirements. May be required to participate in 24-hour on-call rotations Participate in project planning and manage applicable responsibilities Facilitate and participate in team meetings and work groups Minimum Requirements BA with 5+ years' revenue cycle operational experience in healthcare setting 3+ years Epic HB/PB Analyst experience with current Epic certification
    $115k yearly 1d ago
  • Payroll System Implementation Consultant

    Elevate HR, Inc. 3.7company rating

    New York, NY jobs

    Are you passionate about connecting people and systems from a design, implementation, and training perspective? Are you a payroll guru who understands the nuts and bolts of gross-to-net processing, taxes, and compliance across multiple jurisdictions? Do you thrive on translating complex payroll requirements into system configuration that just works? Then this job might be perfect for you. At Elevate HR, we believe in establishing long-term relationships with our clients and long-term careers for our employees. We believe that people are the dynamic engines of company growth. Come work hand-in-hand with Microsoft to deliver unrivaled Identity Access Management (IAM) and Human Capital Management (HCM) software and consulting solutions for companies across the globe. Your profile for success at Elevate HR: Technically adept, scrappy, and self-motivated Exceptional writer and presenter - you should be capable of writing and delivering fresh, engaging correspondence that resonates with customers from the cubicle to the boardroom Out-of-the-box thinker and leader with a data-informed creative streak Keen ability to discern between processes that drive growth and processes that promote stagnancy A few boxes you'll need to check: Undergraduate and/or advanced degree from a top accredited university, with an exceptional academic track record 3-5 years of direct payroll experience, including payroll processing, reconciliation, and compliance (U.S. multi-state experience strongly preferred) 3-5 years implementing or configuring Payroll and HRIS systems (e.g. Microsoft Dynamics 365, ADP, Workday, Ceridian, SAP SuccessFactors, or similar) Experience leading or supporting payroll system go-lives, including requirements gathering, configuration, testing, and payroll parallel runs 3-5 years exposure to Enterprise Resource Planning software and implementations a plus Facility with Microsoft Excel and the entire Microsoft Office suite Experience with SQL-based joins and queries a plus Residence in or within easy daily commuting distance from Manhattan, NY a plus Experience traveling independently and ability to travel regularly for work, ~25-30% Authorization to work in the United States now and in the future A year in the life: Serve as an HR and payroll evangelist at work and in life, promoting and driving best practice through software Engage in full-lifecycle Microsoft Dynamics 365 + elevate PAY implementations, assisting solutions architects, project managers, developers and trainers Work directly with client payroll teams to document and design pay rule structures, earning and deduction codes, tax configurations, general ledger mappings, etc. Collaborate with clients and partners to gather requirements and understand their payroll processes and challenges Conduct workshops and training sessions for clients and end-users on system functionality and best practices Provide ongoing support and troubleshooting during the implementation phase Document processes and workflows for training purposes Configure integration queries and mappings leveraging elevateX for Universal Integration Achieve superlative customer and partner satisfaction Write functional requirements and functional design documents for new product, creative configurations, and client-driven customizations Lead data migration and integration mapping projects Adapt to evolving project management styles founded on the Microsoft Dynamics Sure Step implementation methodology Assist with proposal development in response to prospective or current client inquires and requests Elevate HR, Inc. is an equal opportunity employer. All qualified applicants with active, current authorization to work in the U.S. will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability or protected veteran status. © Elevate HR 2025
    $90k-124k yearly est. 1d ago
  • Training & Project Support Analyst

    Clutch 4.2company rating

    Rancho Cordova, CA jobs

    Job Title: Training and Project Support Analyst Employment Type: Full-time Pay Range: $37.15 - $46.44/hr Who We Are Clutch is an award-winning, certified women-owned business that works to match organizations with resources they dream about. Clutch elevates its employees by building on their strengths and promoting work-life balance. Our team of professionals support one another to continuously become the best versions of themselves; truly living out the Clutch core values of connection, optimism, drive, evolve, and curiosity. Overview of Opportunity The Training and Project Support Analyst plays a dual role within our Learning & Development team: half instructor/facilitator, half project coordinator. This person delivers client-facing training and contributes to curriculum development while also coordinating and tracking the progress of L&D initiatives to support the Director of Learning & Development. This is an ideal opportunity for a professional who thrives in both client-facing work (delivering engaging learning experiences) and operational work (organizing projects, documentation, and deliverables). This role offers opportunities for growth into senior instructional design, facilitation lead, or program management positions as the Learning & Development division expands. The Training and Project Support Analyst is a part of the Learning & Development team and will report to the Director, Learning & Development. What You'll Do Training and Facilitation Deliver in-person and virtual training sessions for clients, ensuring an engaging, high-quality learning experience. Assist in conducting needs assessments and instructional analyses to align training programs with organizational goals. Develop and refine training materials, scripts, storyboards, and supporting documentation. Incorporate adult learning principles and interactive methods into curriculum design. Support performance-based measurement assessments to evaluate instructional effectiveness. Stay current on adult education trends, training technologies, and learning strategies to continuously improve content delivery. Project and Program Support Assist the Director of Learning & Development in planning, organizing, and tracking training and organizational learning projects. Develop and maintain project plans, schedules, and task lists for Clutch initiatives. Coordinate program logistics, including events, materials, facilities, and virtual session support. Prepare project reports, status updates, communications, and deliverables for internal and client stakeholders. Contribute to the development and organization of training systems, templates, and standard operating procedures for training documentation and project workflows. Draft and coordinate project communications, including emails, letters, and memos to a variety of internal and external partners and customers. Perform other duties as assigned. This may be a great fit for you if you have... Excellent verbal and written communication skills and enjoy presenting to groups. Experience collaborating with experts to design and implement effective training and development programs. High comfort level with managing multiple priorities and projects at once. High comfort level with organizing details, tracking progress, and keeping others informed. Experience with multimedia training platforms and virtual facilitation tools (such as Lucid, Miro, and Teams). Skills to research and evaluate training options and alternatives. Strong time management skills and a proactive approach to meeting deadlines. Expertise in Microsoft Office Suite and comfortable learning new software tools. Extras we love! 3+ years of related experience in training, instructional design, and/or project coordination/support. Certified Professional in Learning and Performance (CPLP) or similar credential highly desirable. Experience in a consulting or client-facing environment. Experience with learning management systems, e-learning tools (e.g., Articulate, Rise, Captivate), and/or project tracking software (e.g., Monday, Asana, Smartsheet). Physical Requirements Works in-person at least four days per week. Ability to operate standard office equipment such as computer, calculator, keyboard, mouse, printer, and phone. May occasionally need to bend, squat, and lift up to 40 pounds. Ability to travel to regional event sites on a regular basis and occasionally travel to out-of-area events. Why Us? Meaningful work with a people-first approach. We believe in an optimistic, positive culture that connects good people with good work. We provide continuous growth and development opportunities. We offer benefits packages that include Health, Dental, Vision, and Life Insurance along with a 401K option. Generous paid time off, including 11 holidays Our Commitment Inclusion and diversity are fundamental to our culture and core values. We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Clutch has the responsibility to create and sustain an inclusive environment. Equal Employment Opportunity Statement Clutch is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, pregnancy, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Clutch is committed to providing veteran employment opportunities to our servicemembers. Accommodation Statement Clutch is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Clutch and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Clutch and have accommodation needs for a disability or religious observance, please send us an email or speak with your recruiter. Other Employment Disclaimers Employment with Clutch is for no specified period of time. Employment with Clutch is “at-will,” meaning that either the employee or the company may terminate employment at any time and for any reason, with or without cause. Although job duties, title, compensation, and benefits, as well as Clutch's personnel policies and procedures, may change from time to time, nothing in this disclaimer or any policy of Clutch shall be interpreted to conflict with or to eliminate or modify in any way, the at-will employment status of Clutch employees. Job descriptions typically change over time as requirements and employee skill levels change. Supervisors may revise and/or add duties to reflect these changes. Clutch retains the right to change or assign other duties to this position. Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Clutch participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the United States. For more information about E-Verify, please go to *********************
    $37.2-46.4 hourly 5d ago
  • Logical Response Analyst

    Outlier Ai 4.2company rating

    Corpus Christi, TX jobs

    Join a global community of talented professionals to shape the future of AI. Earn up to $15 USD/hr and additional rewards based on quality of submission. Outlier is committed to improving the intelligence & safety of AI models. Owned and operated by Scale AI, we've recently been featured in Forbes for partnering experts with top AI labs to provide the high quality data for LLMs. We believe AI can only perform as well as the data it's trained on. That's why we work with contributors from all over the world, who help improve AI models by providing expert human feedback. This data has led to AI advancements for the world's leading AI labs and large language model builders. We've built a best-in-class remote work platform for our freelance contributors to provide valuable, specialized skills, and we in turn strive to provide them with a positive experience based on our core pillars of reliability, transparency, and flexibility. What you will be doing We are looking for someone who speaks fluent English to contribute their expertise toward training and refining cutting-edge AI systems. Adopt a "user mindset" to produce natural data to meet the realistic needs you have or would use AI for. Use the tool of rubrics to address user needs in a structured way. Evaluate AI outputs by reviewing and ranking reasoning and problem-solving responses from large language models. Contribute across projects depending on your specific skillset and experience. What we're looking for Education: Bachelor's degree or higher (or currently enrolled). Analytical and Problem-Solving Skills: Ability to develop complex, professional-level prompts and evaluate nuanced AI reasoning. Strong Writing: Clear, concise, and engaging writing to explain decisions or critique responses. Attention to Detail: Commitment to accuracy and ability to assess technical aspects of model outputs. Nice to Haves: Experience in fields like literature, creative writing, history, philosophy, theology, etc. Prior writing or editorial experience (content strategist, technical writer, editor, etc.). Interest or background in AI, machine learning, or creative tech tools. Compensation and benefits Earn up to $15 USD/hr, paid out weekly Rates vary based on quality, accuracy, and time spent. Paid via PayPal & AirTM Free access to Model Playground Interact, experiment and engage with leading large language models free of cost Flexible schedule and time commitment No contracts, no 9-to-5. You control your schedule. (Most experts spend 5-10 hours/week, up to 40 hours working from home Join a global community of Coding experts Join a global network of experts contributing to advanced AI tools Disclaimer: For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply. Certain projects offer incentive payments. Please review the payment terms for each project. Equal Opportunity Employer: Outlier is committed to fostering a diverse and inclusive work environment. We welcome applicants from all backgrounds and celebrate diversity in our workforce.
    $15 hourly 1d ago
  • Associate Technical Consultant

    Brex 3.9company rating

    Seattle, WA jobs

    Why join us Brex is the AI-powered spend platform. We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Tens of thousands of companies from startups to enterprises - including DoorDash, Flexport, and Compass - use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We're committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Implementation at Brex Implementation transforms new customers into power users. We lead the onboarding experience for companies adopting Brex Empower, helping them shift from outdated processes to a modern, employee-first approach. It's a role that blends customer empathy, project management, technical expertise, process design, and change management. We take personal ownership of our customers' long-term success, and we set customers up thoroughly so they can be with ‘Brex for life'. As strategic advisors, we build trust, drive solutions with tenacity, deliver results fast, and work cross-functionally to make adoption seamless for customers. What you'll do As an Associate Technical Consultant, you are responsible for guiding and supporting Brex's customers with any integration-related implementations. You'll be responsible for solving and providing best practices for customers' challenges related to Brex Integrations. You are also responsible for ensuring customers are equipped with the necessary integration knowledge of the Brex Platform to reduce friction and optimize the customer experience. Where you'll work This role will be based in our Seattle office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work! Responsibilities Become a knowledgeable resource for our customers, guiding them on ERP architecture and business process flows with the support of the team. Support customers through their implementation journey by joining calls to address integration matters and assist with escalations for systems like NetSuite, QuickBooks, and Sage Intacct. Serve as a crucial link between customers and our internal teams, channeling valuable product feedback to help us build a better experience. Engage closely with the broader Integration team, actively participating in knowledge sharing and continuous learning to build your expertise. Collaborate with our Engineering, Product, and Design (EPD) partners to support the seamless rollout of new and updated integrations, ensuring our customers are set up for success. Requirements 1+ years of experience in a customer-facing role, working with accounting systems (Quickbooks Online, Netsuite, Xero) Basic functional knowledge in the following areas: General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, HRIS Excellent communication skills, with an ability to explain the functionality and benefits of different integrations A collaborative spirit and experience working with a team to solve problems. Strong organizational skills with an ability to manage assigned tasks and a keenness to drive projects forward. A knack for problem-solving and the ability to recognize when to seek guidance from the team for more complex or technical issues. Compensation The expected salary range for this role is $79,100 - $98,875. However, the starting base pay will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package. Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.
    $79.1k-98.9k yearly Auto-Apply 6d ago
  • Associate Technical Consultant

    Brex Inc. 3.9company rating

    Seattle, WA jobs

    Implementation at Brex Implementation transforms new customers into power users. We lead the onboarding experience for companies adopting Brex Empower, helping them shift from outdated processes to a modern, employee-first approach. It's a role that blends customer empathy, project management, technical expertise, process design, and change management. We take personal ownership of our customers' long-term success, and we set customers up thoroughly so they can be with 'Brex for life'. As strategic advisors, we build trust, drive solutions with tenacity, deliver results fast, and work cross-functionally to make adoption seamless for customers. What you'll do As an Associate Technical Consultant, you are responsible for guiding and supporting Brex's customers with any integration-related implementations. You'll be responsible for solving and providing best practices for customers' challenges related to Brex Integrations. You are also responsible for ensuring customers are equipped with the necessary integration knowledge of the Brex Platform to reduce friction and optimize the customer experience. Where you'll work This role will be based in our Seattle office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work! Responsibilities * Become a knowledgeable resource for our customers, guiding them on ERP architecture and business process flows with the support of the team. * Support customers through their implementation journey by joining calls to address integration matters and assist with escalations for systems like NetSuite, QuickBooks, and Sage Intacct. * Serve as a crucial link between customers and our internal teams, channeling valuable product feedback to help us build a better experience. * Engage closely with the broader Integration team, actively participating in knowledge sharing and continuous learning to build your expertise. * Collaborate with our Engineering, Product, and Design (EPD) partners to support the seamless rollout of new and updated integrations, ensuring our customers are set up for success. Requirements * 1+ years of experience in a customer-facing role, working with accounting systems (Quickbooks Online, Netsuite, Xero) * Basic functional knowledge in the following areas: General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, HRIS * Excellent communication skills, with an ability to explain the functionality and benefits of different integrations * A collaborative spirit and experience working with a team to solve problems. * Strong organizational skills with an ability to manage assigned tasks and a keenness to drive projects forward. * A knack for problem-solving and the ability to recognize when to seek guidance from the team for more complex or technical issues. Compensation The expected salary range for this role is $79,100 - $98,875. However, the starting base pay will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.
    $79.1k-98.9k yearly Auto-Apply 15d ago
  • Associate Technical Consultant

    Brex 3.9company rating

    San Francisco, CA jobs

    Why join us Brex is the AI-powered spend platform. We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Tens of thousands of companies from startups to enterprises - including DoorDash, Flexport, and Compass - use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We're committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Implementation at Brex Implementation transforms new customers into power users. We lead the onboarding experience for companies adopting Brex Empower, helping them shift from outdated processes to a modern, employee-first approach. It's a role that blends customer empathy, project management, technical expertise, process design, and change management. We take personal ownership of our customers' long-term success, and we set customers up thoroughly so they can be with ‘Brex for life'. As strategic advisors, we build trust, drive solutions with tenacity, deliver results fast, and work cross-functionally to make adoption seamless for customers. What you'll do As an Associate Technical Consultant, you are responsible for guiding and supporting Brex's customers with any integration-related implementations. You'll be responsible for solving and providing best practices for customers' challenges related to Brex Integrations. You are also responsible for ensuring customers are equipped with the necessary integration knowledge of the Brex Platform to reduce friction and optimize the customer experience. Where you'll work This role will be based in our San Francisco office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work! Responsibilities Become a knowledgeable resource for our customers, guiding them on ERP architecture and business process flows with the support of the team. Support customers through their implementation journey by joining calls to address integration matters and assist with escalations for systems like NetSuite, QuickBooks, and Sage Intacct. Serve as a crucial link between customers and our internal teams, channeling valuable product feedback to help us build a better experience. Engage closely with the broader Integration team, actively participating in knowledge sharing and continuous learning to build your expertise. Collaborate with our Engineering, Product, and Design (EPD) partners to support the seamless rollout of new and updated integrations, ensuring our customers are set up for success. Requirements 1+ years of experience in a customer-facing role, working with accounting systems (Quickbooks Online, Netsuite, Xero) Basic functional knowledge in the following areas: General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, HRIS Excellent communication skills, with an ability to explain the functionality and benefits of different integrations A collaborative spirit and experience working with a team to solve problems. Strong organizational skills with an ability to manage assigned tasks and a keenness to drive projects forward. A knack for problem-solving and the ability to recognize when to seek guidance from the team for more complex or technical issues. Compensation The expected salary range for this role is $79,100 - $98,875. However, the starting base pay will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package. Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.
    $79.1k-98.9k yearly Auto-Apply 6d ago
  • Associate Technical Consultant

    Brex Inc. 3.9company rating

    San Francisco, CA jobs

    Implementation at Brex Implementation transforms new customers into power users. We lead the onboarding experience for companies adopting Brex Empower, helping them shift from outdated processes to a modern, employee-first approach. It's a role that blends customer empathy, project management, technical expertise, process design, and change management. We take personal ownership of our customers' long-term success, and we set customers up thoroughly so they can be with 'Brex for life'. As strategic advisors, we build trust, drive solutions with tenacity, deliver results fast, and work cross-functionally to make adoption seamless for customers. What you'll do As an Associate Technical Consultant, you are responsible for guiding and supporting Brex's customers with any integration-related implementations. You'll be responsible for solving and providing best practices for customers' challenges related to Brex Integrations. You are also responsible for ensuring customers are equipped with the necessary integration knowledge of the Brex Platform to reduce friction and optimize the customer experience. Where you'll work This role will be based in our San Francisco office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work! Responsibilities * Become a knowledgeable resource for our customers, guiding them on ERP architecture and business process flows with the support of the team. * Support customers through their implementation journey by joining calls to address integration matters and assist with escalations for systems like NetSuite, QuickBooks, and Sage Intacct. * Serve as a crucial link between customers and our internal teams, channeling valuable product feedback to help us build a better experience. * Engage closely with the broader Integration team, actively participating in knowledge sharing and continuous learning to build your expertise. * Collaborate with our Engineering, Product, and Design (EPD) partners to support the seamless rollout of new and updated integrations, ensuring our customers are set up for success. Requirements * 1+ years of experience in a customer-facing role, working with accounting systems (Quickbooks Online, Netsuite, Xero) * Basic functional knowledge in the following areas: General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, HRIS * Excellent communication skills, with an ability to explain the functionality and benefits of different integrations * A collaborative spirit and experience working with a team to solve problems. * Strong organizational skills with an ability to manage assigned tasks and a keenness to drive projects forward. * A knack for problem-solving and the ability to recognize when to seek guidance from the team for more complex or technical issues. Compensation The expected salary range for this role is $79,100 - $98,875. However, the starting base pay will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.
    $79.1k-98.9k yearly Auto-Apply 15d ago
  • Associate Technical Consultant

    Brex 3.9company rating

    New York, NY jobs

    Why join us Brex is the AI-powered spend platform. We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Tens of thousands of companies from startups to enterprises - including DoorDash, Flexport, and Compass - use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We're committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Implementation at Brex Implementation transforms new customers into power users. We lead the onboarding experience for companies adopting Brex Empower, helping them shift from outdated processes to a modern, employee-first approach. It's a role that blends customer empathy, project management, technical expertise, process design, and change management. We take personal ownership of our customers' long-term success, and we set customers up thoroughly so they can be with ‘Brex for life'. As strategic advisors, we build trust, drive solutions with tenacity, deliver results fast, and work cross-functionally to make adoption seamless for customers. What you'll do As an Associate Technical Consultant, you are responsible for guiding and supporting Brex's customers with any integration-related implementations. You'll be responsible for solving and providing best practices for customers' challenges related to Brex Integrations. You are also responsible for ensuring customers are equipped with the necessary integration knowledge of the Brex Platform to reduce friction and optimize the customer experience. Where you'll work This role will be based in our New York City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work! Responsibilities Become a knowledgeable resource for our customers, guiding them on ERP architecture and business process flows with the support of the team. Support customers through their implementation journey by joining calls to address integration matters and assist with escalations for systems like NetSuite, QuickBooks, and Sage Intacct. Serve as a crucial link between customers and our internal teams, channeling valuable product feedback to help us build a better experience. Engage closely with the broader Integration team, actively participating in knowledge sharing and continuous learning to build your expertise. Collaborate with our Engineering, Product, and Design (EPD) partners to support the seamless rollout of new and updated integrations, ensuring our customers are set up for success. Requirements 1+ years of experience in a customer-facing role, working with accounting systems (Quickbooks Online, Netsuite, Xero) Basic functional knowledge in the following areas: General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, HRIS Excellent communication skills, with an ability to explain the functionality and benefits of different integrations A collaborative spirit and experience working with a team to solve problems. Strong organizational skills with an ability to manage assigned tasks and a keenness to drive projects forward. A knack for problem-solving and the ability to recognize when to seek guidance from the team for more complex or technical issues. Compensation The expected salary range for this role is $79,100 - $98,875. However, the starting base pay will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package. Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.
    $79.1k-98.9k yearly Auto-Apply 6d ago
  • Associate Technical Consultant

    Brex Inc. 3.9company rating

    New York, NY jobs

    Implementation at Brex Implementation transforms new customers into power users. We lead the onboarding experience for companies adopting Brex Empower, helping them shift from outdated processes to a modern, employee-first approach. It's a role that blends customer empathy, project management, technical expertise, process design, and change management. We take personal ownership of our customers' long-term success, and we set customers up thoroughly so they can be with 'Brex for life'. As strategic advisors, we build trust, drive solutions with tenacity, deliver results fast, and work cross-functionally to make adoption seamless for customers. What you'll do As an Associate Technical Consultant, you are responsible for guiding and supporting Brex's customers with any integration-related implementations. You'll be responsible for solving and providing best practices for customers' challenges related to Brex Integrations. You are also responsible for ensuring customers are equipped with the necessary integration knowledge of the Brex Platform to reduce friction and optimize the customer experience. Where you'll work This role will be based in our New York City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work! Responsibilities * Become a knowledgeable resource for our customers, guiding them on ERP architecture and business process flows with the support of the team. * Support customers through their implementation journey by joining calls to address integration matters and assist with escalations for systems like NetSuite, QuickBooks, and Sage Intacct. * Serve as a crucial link between customers and our internal teams, channeling valuable product feedback to help us build a better experience. * Engage closely with the broader Integration team, actively participating in knowledge sharing and continuous learning to build your expertise. * Collaborate with our Engineering, Product, and Design (EPD) partners to support the seamless rollout of new and updated integrations, ensuring our customers are set up for success. Requirements * 1+ years of experience in a customer-facing role, working with accounting systems (Quickbooks Online, Netsuite, Xero) * Basic functional knowledge in the following areas: General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, HRIS * Excellent communication skills, with an ability to explain the functionality and benefits of different integrations * A collaborative spirit and experience working with a team to solve problems. * Strong organizational skills with an ability to manage assigned tasks and a keenness to drive projects forward. * A knack for problem-solving and the ability to recognize when to seek guidance from the team for more complex or technical issues. Compensation The expected salary range for this role is $79,100 - $98,875. However, the starting base pay will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.
    $79.1k-98.9k yearly Auto-Apply 15d ago
  • Associate Technical Consultant

    Brex 3.9company rating

    Salt Lake City, UT jobs

    Why join us Brex is the AI-powered spend platform. We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Tens of thousands of companies from startups to enterprises - including DoorDash, Flexport, and Compass - use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We're committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Implementation at Brex Implementation transforms new customers into power users. We lead the onboarding experience for companies adopting Brex Empower, helping them shift from outdated processes to a modern, employee-first approach. It's a role that blends customer empathy, project management, technical expertise, process design, and change management. We take personal ownership of our customers' long-term success, and we set customers up thoroughly so they can be with ‘Brex for life'. As strategic advisors, we build trust, drive solutions with tenacity, deliver results fast, and work cross-functionally to make adoption seamless for customers. What you'll do As an Associate Technical Consultant, you are responsible for guiding and supporting Brex's customers with any integration-related implementations. You'll be responsible for solving and providing best practices for customers' challenges related to Brex Integrations. You are also responsible for ensuring customers are equipped with the necessary integration knowledge of the Brex Platform to reduce friction and optimize the customer experience. Where you'll work This role will be based in our Salt Lake City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work! Responsibilities Become a knowledgeable resource for our customers, guiding them on ERP architecture and business process flows with the support of the team. Support customers through their implementation journey by joining calls to address integration matters and assist with escalations for systems like NetSuite, QuickBooks, and Sage Intacct. Serve as a crucial link between customers and our internal teams, channeling valuable product feedback to help us build a better experience. Engage closely with the broader Integration team, actively participating in knowledge sharing and continuous learning to build your expertise. Collaborate with our Engineering, Product, and Design (EPD) partners to support the seamless rollout of new and updated integrations, ensuring our customers are set up for success. Requirements 1+ years of experience in a customer-facing role, working with accounting systems (Quickbooks Online, Netsuite, Xero) Basic functional knowledge in the following areas: General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, HRIS Excellent communication skills, with an ability to explain the functionality and benefits of different integrations A collaborative spirit and experience working with a team to solve problems. Strong organizational skills with an ability to manage assigned tasks and a keenness to drive projects forward. A knack for problem-solving and the ability to recognize when to seek guidance from the team for more complex or technical issues. Compensation The expected salary range for this role is $70,000 - $87,500. However, the starting base pay will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package. Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.
    $70k-87.5k yearly Auto-Apply 6d ago
  • Associate Technical Consultant

    Brex Inc. 3.9company rating

    Salt Lake City, UT jobs

    Implementation at Brex Implementation transforms new customers into power users. We lead the onboarding experience for companies adopting Brex Empower, helping them shift from outdated processes to a modern, employee-first approach. It's a role that blends customer empathy, project management, technical expertise, process design, and change management. We take personal ownership of our customers' long-term success, and we set customers up thoroughly so they can be with 'Brex for life'. As strategic advisors, we build trust, drive solutions with tenacity, deliver results fast, and work cross-functionally to make adoption seamless for customers. What you'll do As an Associate Technical Consultant, you are responsible for guiding and supporting Brex's customers with any integration-related implementations. You'll be responsible for solving and providing best practices for customers' challenges related to Brex Integrations. You are also responsible for ensuring customers are equipped with the necessary integration knowledge of the Brex Platform to reduce friction and optimize the customer experience. Where you'll work This role will be based in our Salt Lake City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work! Responsibilities * Become a knowledgeable resource for our customers, guiding them on ERP architecture and business process flows with the support of the team. * Support customers through their implementation journey by joining calls to address integration matters and assist with escalations for systems like NetSuite, QuickBooks, and Sage Intacct. * Serve as a crucial link between customers and our internal teams, channeling valuable product feedback to help us build a better experience. * Engage closely with the broader Integration team, actively participating in knowledge sharing and continuous learning to build your expertise. * Collaborate with our Engineering, Product, and Design (EPD) partners to support the seamless rollout of new and updated integrations, ensuring our customers are set up for success. Requirements * 1+ years of experience in a customer-facing role, working with accounting systems (Quickbooks Online, Netsuite, Xero) * Basic functional knowledge in the following areas: General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, HRIS * Excellent communication skills, with an ability to explain the functionality and benefits of different integrations * A collaborative spirit and experience working with a team to solve problems. * Strong organizational skills with an ability to manage assigned tasks and a keenness to drive projects forward. * A knack for problem-solving and the ability to recognize when to seek guidance from the team for more complex or technical issues. Compensation The expected salary range for this role is $70,000 - $87,500. However, the starting base pay will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.
    $70k-87.5k yearly Auto-Apply 15d ago
  • Bilingual Senior Business Consultant - US

    Quantum Metric 4.5company rating

    Remote

    😎 Our CultureQuantum Metric's number one objective is happy people, diverse and inclusive culture. We're passionate about empowering our people to become the best version of themselves, offering coaching and training programs designed to accelerate their career in whatever direction they choose. As a remote-first company, we understand the importance of building an engaged, diverse, and fun place to work. We hold regular company-wide events, seasonal challenges, and Quantum Metric sponsored local outings when Zoom becomes too much. We also have a number of Employee Resource Groups that provide spaces to discuss, share, and reflect on topics that impact us both inside and outside of work - from being new to SaaS or navigating it as a first-time parent, to overcoming the barriers faced as Black, Hispanic, Asian American and Native Hawaiian/Pacific Islander, LGBTQIA or other underrepresented backgrounds. We are also passionate about the connections we build with our customers. You'll not only work with some of the world's most recognized brands, but build lasting relationships. At Quantum Metric we value all types of experience and education and don't expect you to meet every qualification for this position. We are most interested in the unique perspective you can bring and your ability to uphold our values of passion, persistence, and integrity. 🚀 About the RoleAs a Senior Business Consultant, you will play a critical role in helping enterprise clients unlock the full potential of the Quantum Metric platform. You'll lead customer activation through enablement and operationalization efforts, ensuring each enterprise customer realizes measurable business value and long-term success through our partnerships. In this role, you'll serve as the digital expert to stakeholders ranging from day-to-day practitioners & power users to executives, managing some of our most strategic and complex customer accounts. You'll deliver tailored training aligned to each organization's unique priorities, guide customers in applying our technology to solve key digital challenges, and provide in-depth quantitative analysis that translates insights into action, contributing to customers achieving their digital goals. Your success will be evaluated through account retention, customer adoption of the Quantum Metric platform, and the tangible value you create in partnership with our clients.🔧 Responsibilities Drive Strategic Customer Outcomes: Take complete ownership of a book of business consisting of key strategic accounts, operating as the primary advisor on activation and business value to help customers achieve their digital goals. Consistently exceed internal retention and renewal targets that demonstrate customer mission criticality. Deliver Successful Activation: Design and deliver expert-level, use case-based training curriculum across all enterprise functions, enabling organizations to solve their most pertinent digital challenges and to operationalize Quantum Metric at scale. Build and facilitate advanced sessions, onsite workshops, executive briefings, integration into customer workflows, and tailored strategies that drive adoption without reliance on peer or leadership input. Create best in class monitoring solutions for customers to keep a pulse on their digital experiences via dashboards, reports, and alerting. Surface Actionable Insights: Go beyond defect detection to identify innovative, high-value opportunities for digital optimization across both digital and omni-channels experiences, tailored to each customer's strategic priorities. Provide data-driven recommendations that inform both customer decision-making and overall digital strategy. Demonstrate significant contributions to your customers as measured by achievement of individual digital goals. Frequently share customer wins and successes broadly across the vertical and organization as a whole to foster knowledge sharing and upskilling the broader team. Lead with Product Expertise: Establish and maintain expert level mastery of the Quantum Metric platform, quickly adopting new capabilities and serving as a subject matter expert for both customers and internal peers. Create reusable applications of new technologies and identify best practices that the broader team leverages for success. Deliver Thought Leadership: Acts as a subject matter expert within your assigned vertical, actively contributing to vertical playbooks and key strategic initiatives that define and advance Quantum Metric's Business Consulting methodology. Provide thought leadership on industry best practices, guiding peers and customers alike on how to maximize value from the platform. Displays avid problem solving skills related to both customer digital challenges and customer activation strategy, consulting peers on how to achieve similar success. Mentor and Elevate the Team: Frequently coach new hires and associates to ramp quickly and achieve measurable success. Regularly mentors peers, frequently sharing expertise in team forums, and provide additional support on customer engagements when needed, modeling best-in-class consulting practices. Proactively Mitigate Risk Across Accounts: Anticipate renewal risks and proactively monitor customer engagement tied to adoption and value to surface concerns early and often. Independently design and execute action plans to remediate deficiencies, with a proven track record of retention in at-risk accounts. 💡 Requirements Language Requirements: Be fluent in both English and Spanish, with the ability to effectively support and communicate with customers in both languages. Experience & Background: 5+ years of professional experience in digital analytics, digital product management, digital consulting, or a related field, with a proven ability to transform data into business impact. Analytical Expertise: Demonstrated ability to work with large, complex, quantitative datasets to uncover actionable insights and deliver data-driven recommendations. Thrives on solving ambiguous, high-impact business challenges. Self-Starter Mentality: Highly motivated and proactive, with a track record of thriving in fast-paced, high-pressure environments while maintaining composure and focus. Client-Facing Leadership: Comfortable serving as a subject matter expert in customer engagements, interfacing directly with customers, with strong consulting and advisory skills that build trust at the executive level. Communication Excellence: Exceptional verbal and written communication abilities, with polished presentation skills and the confidence to train and engage large audiences of 50+ participants. Organization & Adaptability: Strong time management and prioritization skills, capable of balancing multiple client needs simultaneously and adapting quickly to shifting priorities. Travel: Spend up to 10% of the time visiting customers to provide onsite enablement at their local offices Compensation: $110,000 - $135,000 Base | bonus eligible 🏆 Perks and BenefitsThis will be the best group that you ever work with! We support one another through obstacles and succeed as a team. Your hard work will be well rewarded. Most importantly, you'll be strapped to a technology rocket ship bound for greatness! Your success at Quantum Metric will be a milestone in your career. Group benefits Medical, Dental, Vision Insurance (99% Medical base plan paid by the Company) FSA, DCFSA, and HSA accounts Employee Assistance Programs (EAP) Telehealth options Voluntary Life & AD&D, STD, LTD, Critical Illness and AccidentHealthy Rewards - Discount ProgramsDiscounts on Pet Insurance 401k (with employer match) and Options / Equity 13 company holidays Unlimited Paid Time Off Sick leave Parental/Adoption Leave In addition to our more traditional benefits, we also offer great perks, a flexible work environment, and numerous resources for professional development and team building.Promotional opportunities Rewards and recognition programs Robust onboarding and training program One-time stipend for work-at-home employees Monthly business expense stipend Flexible work environments Employee Discount Program (Perks at Work) Employee Referral Program Lead Referral ProgramMacBook and awesome swag delivered to your door Encouraging and collaborative culture RECHARGE PROGRAM (after 3 years, disconnect for 3 weeks, no email/slack) 🐉 About Quantum MetricAs the leader in Continuous Product Design, Quantum Metric helps organizations put customers at the heart of everything they do. The Quantum Metric platform provides a structured approach to understanding the digital customer journey, enabling organizations to recognize customer needs, quantify the financial impact and prioritize based on the impact to the customer and business' bottom line. Today, Quantum Metric captures insights from 40 percent of the world's internet users, supporting nationally recognized brands in ecommerce and retail, travel, financial services and telecommunications. Our customer retention rate is 98%. Quantum Metric has been named to the Inc 5000 and the Deloitte 500 for the last five-consecutive years, and has made the Best Places to Work lists by Glassdoor, BuiltIn, Fast Company and Forbes. If the above role seems like a match and you're interested in joining a team of people with exceptional potential from diverse backgrounds, perspectives, and life experiences, we want to hear from you! The is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Quantum Metric reserves the right to change, edit, and add duties and responsibilities of all job descriptions at any time, at its sole discretion, and to notify the respective employee accordingly. Quantum Metric will only provide offers of employment and all communications regarding employment from an *************************** email address and/or LinkedIn in Mail. Quantum does not recruit via channels such as WhatsApp or Telegram, and will not ask for a candidate's sensitive information and/or any upfront fees/costs during the job application process. Quantum asks that any candidates report any suspicious recruitment efforts to **************************. Quantum Metric is an E-Verify employer: ********************************************** Contents/E-Verify_Participation_Poster_ES.pdf Applicant Privacy Policy: ************************************************************* #LI-REMOTE #BI-Remote
    $110k-135k yearly Auto-Apply 47d ago
  • Senior Actuarial & Analytics Consultant

    Epic Stores 4.5company rating

    Remote

    Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Senior Actuarial & Analytics Consultant plays a strategic role within EPIC's high-growth Private Equity Benefits Practice. This position will serve as a strategic advisor to clients and client teams, providing actuarial and financial analysis to support employee benefits-related decision-making across a diverse and expanding portfolio of private equity-backed companies. This role combines actuarial expertise with strong analytic acumen to deliver innovative solutions and actionable insights. RESPONSIBILITIES Actuarial & Financial Analysis • Responsible for developing accurate and timely financial analyses for clients. • Prepare various financial and quantitative analysis in support of client teams. • Prepare IBNR analyses; calculate and validate claim reserves and ensure accuracy and compliance. • Produce underwriting analyses for client renewals and projections (self-funded and insured programs as applicable). • Monitor and report on stop-loss coverage, claims experience, reimbursements, and contract terms; escalate variances and opportunities. • Develop pharmacy rebate reconciliations and track actuals vs. expected performance. • Validate and reconcile invoicing related to actuarial services, stop-loss premiums, and other program costs; ensure timely and accurate billing. • Ensure compliance with applicable regulatory requirements and actuarial standards for financial and management reporting. Reporting, Insights & Client Support • Develop and present financial reviews to client leadership, including plan performance, cost trends, funding status, variance analysis, and projections. • Deliver periodic reporting (monthly/quarterly) and dashboards; synthesize results and recommendations for clients and client teams. • Coordinate with carriers, PBMs, TPAs, and other vendors to obtain, validate, and reconcile data required for analysis and reporting. Support client team strategy with evaluation of plan design alternatives, contribution/rate strategies, risk profiles, benchmarking, data analytics, and vendor change analyses; quantify the financial impact of options. • Collaborate with cross-functional teams to integrate actuarial insights into broader client and business strategies. • Requires effective communication skills for clearly explaining detailed analysis and the ability to understand client perspectives to be reflected in the development of deliverables. Project Management & Team Development • Employ effective project management skills for balancing requests from multiple client teams, and for efficient delivery of results. • Mentor and guide analysts; provide peer review and foster a culture of quality, process improvement, and knowledge sharing Qualifications (Required) • Bachelor's degree in Actuarial Science, Mathematics, Statistics, Finance, or a related field. • Associateship in the Society of Actuaries (ASA) or comparable designation • 7+ years of experience in actuarial consulting or financial analysis, preferably in the insurance/employee benefits/HR area • Expertise with actuarial modeling tools and financial analysis software (e.g., Claros) and advanced proficiency with Excel; experience with VBA and SQL is a plus. • Strong understanding of benefit plan design, risk management, funding methodologies, and applicable regulatory frameworks. • Exceptional analytical, problem-solving, and communication skills with the ability to clearly convey technical concepts to non-technical audiences. KSAs (Knowledge, Skills, Abilities) • Strategic thinking and advanced quantitative analysis. • Client relationship management and presentation skills, including executive-level communication. • Regulatory awareness and commitment to compliance and actuarial standards of practice. • Leadership and mentorship; ability to train, coach, and conduct peer review. • Expertise with MS Excel handling large data sets, and data validation best practices. • Ability to work independently and collaboratively in a fast-paced, deadline-driven environment; strong judgment in prioritization and project management. • High level of accountability, attention to detail, organization, and proactive problem solving; open to giving and receiving constructive feedback. • High-touch client orientation; discretion in handling confidential information. • Demonstrated business acumen and financially responsible, resourceful approach to projects. Special Requirements • Flexible to work outside normal working hours, as needed. • Travel as needed; overnight stay may be required (5% travel, very limited)> • Must have state Life & Health insurance license (or obtain within 90 days of employment) COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TM1
    $75k-104k yearly est. Auto-Apply 1d ago
  • Senior Consultant - Business Transformation (Asset Management) (NY)

    Crosscountry Consulting 4.0company rating

    New York, NY jobs

    Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today's challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. We are currently seeking a Senior Consultant to assist in developing and growing the Business Transformation practice in the NYC market with a primary focus on providing services in the Asset Management space. In this role, you will have the opportunity to provide various services including (but not limited to): · Current state assessments· the development of Target Operating Models· System selection, implementation, and assistance in complying with the evolving Financial Services regulatory landscape.· Developing current and future state process workflows· Assessing and selecting vendor software packages Responsibilities: Conduct current state/future state gap analysis for individual business areas Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.) Create visually pleasing, client ready presentations and project status updates using Microsoft PowerPoint Interview clients, gather data and define and document business requirements Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report Create system test plans and perform testing Provide insight to clients' teams in industry leading practices Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements Assist with training and other change management activities, including development of materials/communications Qualifications: 3+ years in Big Four or equivalent background focusing on asset management clients or internal role within an Asset Management firm in the area of project management, finance or operations Experience with Asset Managers, Pension/Family Offices, Hedge Funds, and Private Equity including trading strategies, operations, risk management, data management, as well as in complex fund structures, investor/deal allocations, waterfall calculations, IRR calculations, performance attribution, reporting, and/or performance in a business analysis capacity Experience in one or more of the following software platforms (or equivalent): Advent Geneva, Investran, eFront, Burgiss Private I/Private Informant, iLevel, AltaReturn, BlackMountain, Yardi Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance Business acumen with a strong understanding of accounting and business processes, as well as information systems Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards Professionalism and discretion in interacting with executives and clients Proven track record of showing initiative Excellent verbal and written communication skills Strong attention detail and organizational skills Education: A bachelor's degree (or higher) in business, finance, economics, engineering, systems, accounting, or other technical discipline. #LI-SM1#LI-Hybrid For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $80,000 - $166,000 per year + annual bonus + additional benefits. Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: ********************************************************** Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $80k-166k yearly 1d ago
  • Lead Technical Solutions Consultant, Supply

    Triple Lift, Inc. 3.9company rating

    New York, NY jobs

    About TripleLift We're TripleLift, an advertising platform on a mission to elevate digital advertising through beautiful creative, quality publishers, actionable data and smart targeting. Through over 1 trillion monthly ad transactions, we help publishers and platforms monetize their businesses. Our technology is where the world's leading brands find audiences across online video, connected television, display and native ads. Brand and enterprise customers choose us because of our innovative solutions, premium formats, and supportive experts dedicated to maximizing their performance. As part of the Vista Equity Partners portfolio, we are NMSDC certified, qualify for diverse spending goals and are committed to economic inclusion. Find out how TripleLift raises up the programmatic ecosystem at triplelift.com. Team The Technical Solutions Consulting team is a key pillar of the Technical Services function within TripleLift's R&D organization. We utilize knowledge of business objectives and technical environment to optimize existing connections and activity on the TripleLift exchange. Role The Lead Technical Solutions Consultant, Supply will report into the Director of Technical Solutions Consulting. This exciting hybrid role will own TripleLift's supply exchange health and play a critical part in the execution of various exchange initiatives. You'll be deploying your consultative, analytical and technical chops to identify areas of opportunity and work with cross-functional teams to implement effective solutions. Responsibilities Identify relevant KPIs to measure supply source health across the TripleLift exchange; implement tools and processes to track them Maintain feedback loop with DSP-facing Technical Solutions Consultants to establish technical best practices for both supply and demand on the exchange Act as internal consultant for cross-functional teams, ensuring exchange initiatives are effectively executed and operationalized for supply Where needed, participate in meetings and QBRs with strategic publisher clients to consult on external technical initiatives Provide L2 technical support for complex publisher issues escalated by the Publisher Operations team Proactively surface opportunities to improve supply exchange health; work closely with Product & Data Science teams to help inform the exchange roadmap Stay on top of industry trends and engage in the Prebid community alongside other Product and R&D stakeholders Qualifications 7+ years of online advertising experience in a technical consultant / services role Demonstrated service-driven mindset that promotes partner needs Expertise with fundamental web technologies (HTML, CSS, Javascript), RTB flows, header bidding solutions (Prebid) and ad serving systems (GAM) Excellent troubleshooting, analytical, and problem-solving capabilities Strong quantitative skills, including experience with statistics and analyzing marketplaces Expertise with datastores (SQL) and data exploration tools such as Excel or iPython Strong systems-thinking capacity Ability to work both independently and collaboratively to drive the business forward Outstanding oral and written communication skills, including conveying technical concepts to various audiences Excellent organizational skills and attention to detail US Jobs: The base salary range represents the low and high end of the TripleLift US salary range for this position. Actual salaries will vary depending on factors including but not limited to experience and performance. The range listed is just one component of TripleLift's total compensation package for employees. Other rewards may include bonuses, an open Paid Time Off policy, and many region-specific benefits. Pay is based on various non-discriminatory factors including but not limited to experience, education, and skills. Benefits Available to Eligible Employees Include the following*: Medical, Dental & Vision Plans Flexible PTO 401k w/ employer match *Full-time employees are eligible for comprehensive benefits (subject to the terms of applicable plans/policies/agreements, which will be made available to you after commencing employment). Salary range transparency$120,000-$170,000 USD Life at TripleLift At TripleLift, we're a team of great people who like who they work with and want to make everyone around them better. This means being positive, collaborative, and compassionate. We hustle harder than the competition and are continuously innovating. Learn more about TripleLift and our culture by visiting our LinkedIn Life page. Establishing People, Culture and Community Initiatives At TripleLift, we are committed to building a culture where people feel connected, supported, and empowered to do their best work. We invest in our people and foster a workplace that encourages curiosity, celebrates shared values, and promotes meaningful connections across teams and communities. We want to ensure the best talent of every background, viewpoint, and experience has an opportunity to be hired, belong, and develop at TripleLift. Through our People, Culture, and Community initiatives, we aim to create an environment where everyone can thrive and feel a true sense of belonging. Privacy Policy Please see our Privacy Policies on our TripleLift and 1plusX websites. TripleLift does not accept unsolicited resumes from any type of recruitment search firm. Any resume submitted in the absence of a signed agreement will become the property of TripleLift and no fee shall be due.
    $120k-170k yearly Auto-Apply 53d ago
  • Technical Solutions Consultant, Demand

    Triple Lift, Inc. 3.9company rating

    New York, NY jobs

    About TripleLift We're TripleLift, an advertising platform on a mission to elevate digital advertising through beautiful creative, quality publishers, actionable data and smart targeting. Through over 1 trillion monthly ad transactions, we help publishers and platforms monetize their businesses. Our technology is where the world's leading brands find audiences across online video, connected television, display and native ads. Brand and enterprise customers choose us because of our innovative solutions, premium formats, and supportive experts dedicated to maximizing their performance. As part of the Vista Equity Partners portfolio, we are NMSDC certified, qualify for diverse spending goals and are committed to economic inclusion. Find out how TripleLift raises up the programmatic ecosystem at triplelift.com. Team The Technical Solutions Consulting team is a key pillar of the Technical Services function within TripleLift's R&D organization. We utilize knowledge of business objectives and technical environment to optimize existing connections and activity on the TripleLift exchange. Role The Technical Solutions Consultant I, Demand will report into the Manager, TSC, Demand. This exciting client-facing role will own all maintenance and optimization for a subset of TripleLift's DSP integrations. You'll be deploying your consultative, analytical and technical chops to identify areas of opportunity and work in lockstep with cross-functional teams to execute your optimization strategies. While the primary focus will be on Tier 3 / growth accounts, this role will also gain exposure to Tier 1 accounts through partnership with senior TSCs on various projects and operations. Responsibilities Monitor key health metrics and troubleshoot integration liquidity blockers Maintain DSP configurations Understand TripleLift's business, integrations and tech stack in order to identify optimizations and resolve issues Provide excellent customer service to partners to ensure their satisfaction with TripleLift's offerings Actively manage discrepancies between TripleLift and partner Own all technical knowledge repositories for key partners and offer integration-specific insight to internal teams as needed Support exchange level projects and Tier 1 DSP operations as directed by manager Qualifications Some online advertising experience, either in a technical support / services role or a customer success / partner management role where quantitative & technical skills were developed and deployed Experience analyzing marketplaces, exposure to RTB technologies, campaign optimization, and/or header bidding optimization a plus Exposure to fundamental web technology or aptitude to expand technical skills -- including datastores (SQL) and web foundations (HTML, CSS, Javascript) Strong troubleshooting, analytical, and problem-solving capabilities Strong quantitative skills; experience in statistics a plus Familiarity with basic data exploration tools such as Excel or iPython Demonstrated systems-thinking capacity Demonstrated service-driven mindset that prioritizes customer needs Outstanding oral and written communication skills, including conveying technical concepts Strong organizational skills and attention to detail US Jobs: The base salary range represents the low and high end of the TripleLift US salary range for this position. Actual salaries will vary depending on factors including but not limited to experience and performance. The range listed is just one component of TripleLift's total compensation package for employees. Other rewards may include bonuses, an open Paid Time Off policy, and many region-specific benefits. Pay is based on various non-discriminatory factors including but not limited to experience, education, and skills. Benefits Available to Eligible Employees Include the following*: Medical, Dental & Vision Plans Flexible PTO 401k w/ employer match *Full-time employees are eligible for comprehensive benefits (subject to the terms of applicable plans/policies/agreements, which will be made available to you after commencing employment). Salary range transparency$75,000-$125,000 USD Life at TripleLift At TripleLift, we're a team of great people who like who they work with and want to make everyone around them better. This means being positive, collaborative, and compassionate. We hustle harder than the competition and are continuously innovating. Learn more about TripleLift and our culture by visiting our LinkedIn Life page. Establishing People, Culture and Community Initiatives At TripleLift, we are committed to building a culture where people feel connected, supported, and empowered to do their best work. We invest in our people and foster a workplace that encourages curiosity, celebrates shared values, and promotes meaningful connections across teams and communities. We want to ensure the best talent of every background, viewpoint, and experience has an opportunity to be hired, belong, and develop at TripleLift. Through our People, Culture, and Community initiatives, we aim to create an environment where everyone can thrive and feel a true sense of belonging. Privacy Policy Please see our Privacy Policies on our TripleLift and 1plusX websites. TripleLift does not accept unsolicited resumes from any type of recruitment search firm. Any resume submitted in the absence of a signed agreement will become the property of TripleLift and no fee shall be due.
    $75k-125k yearly Auto-Apply 27d ago
  • Senior Actuarial & Analytics Consultant

    Epic Brokers 4.5company rating

    Atlanta, GA jobs

    Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Senior Actuarial & Analytics Consultant plays a strategic role within EPIC's high-growth Private Equity Benefits Practice. This position will serve as a strategic advisor to clients and client teams, providing actuarial and financial analysis to support employee benefits-related decision-making across a diverse and expanding portfolio of private equity-backed companies. This role combines actuarial expertise with strong analytic acumen to deliver innovative solutions and actionable insights. RESPONSIBILITIES Actuarial & Financial Analysis • Responsible for developing accurate and timely financial analyses for clients. • Prepare various financial and quantitative analysis in support of client teams. • Prepare IBNR analyses; calculate and validate claim reserves and ensure accuracy and compliance. • Produce underwriting analyses for client renewals and projections (self-funded and insured programs as applicable). • Monitor and report on stop-loss coverage, claims experience, reimbursements, and contract terms; escalate variances and opportunities. • Develop pharmacy rebate reconciliations and track actuals vs. expected performance. • Validate and reconcile invoicing related to actuarial services, stop-loss premiums, and other program costs; ensure timely and accurate billing. • Ensure compliance with applicable regulatory requirements and actuarial standards for financial and management reporting. Reporting, Insights & Client Support • Develop and present financial reviews to client leadership, including plan performance, cost trends, funding status, variance analysis, and projections. • Deliver periodic reporting (monthly/quarterly) and dashboards; synthesize results and recommendations for clients and client teams. • Coordinate with carriers, PBMs, TPAs, and other vendors to obtain, validate, and reconcile data required for analysis and reporting. Support client team strategy with evaluation of plan design alternatives, contribution/rate strategies, risk profiles, benchmarking, data analytics, and vendor change analyses; quantify the financial impact of options. • Collaborate with cross-functional teams to integrate actuarial insights into broader client and business strategies. • Requires effective communication skills for clearly explaining detailed analysis and the ability to understand client perspectives to be reflected in the development of deliverables. Project Management & Team Development • Employ effective project management skills for balancing requests from multiple client teams, and for efficient delivery of results. • Mentor and guide analysts; provide peer review and foster a culture of quality, process improvement, and knowledge sharing Qualifications (Required) • Bachelor's degree in Actuarial Science, Mathematics, Statistics, Finance, or a related field. • Associateship in the Society of Actuaries (ASA) or comparable designation • 7+ years of experience in actuarial consulting or financial analysis, preferably in the insurance/employee benefits/HR area • Expertise with actuarial modeling tools and financial analysis software (e.g., Claros) and advanced proficiency with Excel; experience with VBA and SQL is a plus. • Strong understanding of benefit plan design, risk management, funding methodologies, and applicable regulatory frameworks. • Exceptional analytical, problem-solving, and communication skills with the ability to clearly convey technical concepts to non-technical audiences. KSAs (Knowledge, Skills, Abilities) • Strategic thinking and advanced quantitative analysis. • Client relationship management and presentation skills, including executive-level communication. • Regulatory awareness and commitment to compliance and actuarial standards of practice. • Leadership and mentorship; ability to train, coach, and conduct peer review. • Expertise with MS Excel handling large data sets, and data validation best practices. • Ability to work independently and collaboratively in a fast-paced, deadline-driven environment; strong judgment in prioritization and project management. • High level of accountability, attention to detail, organization, and proactive problem solving; open to giving and receiving constructive feedback. • High-touch client orientation; discretion in handling confidential information. • Demonstrated business acumen and financially responsible, resourceful approach to projects. Special Requirements • Flexible to work outside normal working hours, as needed. • Travel as needed; overnight stay may be required (5% travel, very limited)> • Must have state Life & Health insurance license (or obtain within 90 days of employment) COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TM1 #LI-Hybrid
    $73k-98k yearly est. Auto-Apply 20d ago
  • Senior Consultant - Business Transformation (Asset Management) (NY)

    Crosscountry Consulting 4.0company rating

    Day, NY jobs

    From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today's challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. We are currently seeking a Senior Consultant to assist in developing and growing the Business Transformation practice in the NYC market with a primary focus on providing services in the Asset Management space. In this role, you will have the opportunity to provide various services including (but not limited to): · Current state assessments· the development of Target Operating Models· System selection, implementation, and assistance in complying with the evolving Financial Services regulatory landscape.· Developing current and future state process workflows· Assessing and selecting vendor software packages Responsibilities: Conduct current state/future state gap analysis for individual business areas Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.) Create visually pleasing, client ready presentations and project status updates using Microsoft PowerPoint Interview clients, gather data and define and document business requirements Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report Create system test plans and perform testing Provide insight to clients' teams in industry leading practices Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements Assist with training and other change management activities, including development of materials/communications Qualifications: 3+ years in Big Four or equivalent background focusing on asset management clients or internal role within an Asset Management firm in the area of project management, finance or operations Experience with Asset Managers, Pension/Family Offices, Hedge Funds, and Private Equity including trading strategies, operations, risk management, data management, as well as in complex fund structures, investor/deal allocations, waterfall calculations, IRR calculations, performance attribution, reporting, and/or performance in a business analysis capacity Experience in one or more of the following software platforms (or equivalent): Advent Geneva, Investran, eFront, Burgiss Private I/Private Informant, iLevel, AltaReturn, BlackMountain, Yardi Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance Business acumen with a strong understanding of accounting and business processes, as well as information systems Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards Professionalism and discretion in interacting with executives and clients Proven track record of showing initiative Excellent verbal and written communication skills Strong attention detail and organizational skills Education: A bachelor's degree (or higher) in business, finance, economics, engineering, systems, accounting, or other technical discipline. #LI-SM1#LI-Hybrid For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $80,000 - $166,000 per year + annual bonus + additional benefits. Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: ********************************************************** Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
    $80k-166k yearly Auto-Apply 60d+ ago
  • Senior Consultant - Business Transformation (Banking and Capital Markets) (NY)

    Crosscountry Consulting 4.0company rating

    Day, NY jobs

    From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today's challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation practice you will serve as a trusted partner to our clients. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. What You'll Do: Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments Collaborate across our clients' front, middle, and back offices as well as corporate functions or at the industry level, to drive performance improvement Participate in process improvement, process automation, and operating model design, as well as data management and model optimization Collaborate with team members to analyze, evaluate, and enhance our clients' banking and capital markets businesses, including processes, governance, data, and technologies Create system test plans and conduct testing, leveraging testing tools such as JIRA Conduct current state/future state gap analysis for individual business areas Develop comprehensive report specifications, including data fields, data sources, and any necessary formulas or algorithms, to produce insightful reports Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes Assist clients in defining and conducting user acceptance tests, ensuring the system functionality meets user requirements and expectations What You'll Bring: 3+ years of prior experience in professional services or management consulting Familiarity with a range of financial products including lending, finance, derivatives, equities, and fixed income; foreign exchange; and commodities Knowledge of industries, including commercial banking, investment banking, broker-dealers, custody, fund administration, and investment management Strong knowledge of banking and capital markets across the trade and client lifecycle; and typical systems and downstream processes (Risk, Finance, Compliance, etc.) Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards Background in either operations improvement, data management, business analysis, business process improvement, change management, program/project management, and/or regulatory compliance Qualifications: Bachelor's degree in, Business, Finance, Information Systems, Information Technology, or other technical discipline #LI-CD1#LI-Hybrid For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $80,000 - $166,000 per year + annual bonus + additional benefits. Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: ********************************************************** Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
    $80k-166k yearly Auto-Apply 60d+ ago

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