Management Analyst jobs at J.P. Morgan - 784 jobs

A global private markets firm is seeking an experienced Analyst to join their Transactions team in Boston. This hybrid role involves supporting the investment function, coordinating documentation, and ensuring compliance across multiple teams. The ideal candidate is exceptionally organized, detail-oriented, and proficient in Microsoft Office. With a competitive salary range of $70,000 - $90,000 and additional benefits, this position offers opportunities for growth in a collaborative environment. #J-18808-Ljbffr

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

A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered. #J-18808-Ljbffr

We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation. If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. Role overview: Analyst, Resource Management (RM): Accordion is comprised of dedicated professionals providing strategic advice to support PE-backed portfolio companies on a wide range of transactions and events. We are doers and problem solvers - making sense of complexity and bolstering sponsors' value creation thesis. The Analyst, RM will provide scalable operational support across the Resource Management team to include contractor management, talent/skills reporting, and weekly execution support to increase utilization, speed-to-staff, and quality of delivery. This position must be based in either our Boston or Chicago office and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location. This position is not eligible for immigration sponsorship. What You'll Do: As a member of the RM team, you'll be supporting the Resource Managers on the day-to-day efforts of strategically deploying our internal consultants to engagements. You'll be tasked with: Contractor management and process support: Intake, tracking, and coordination to ensure timely, accurate, and compliant execution. PTO/LOA coverage: Dedicated backup for RM team individuals to maintain staffing continuity and leadership connectivity. Skills and interests reporting: Own the interests survey process and maintain a centralized skills inventory (will support discovery of additional tools that will aid in this process). Marketing partnership: Drive staff bio updates with Marketing to keep information current and credible; ensure profiles reflect latest capabilities and project work. Weekly operating cadence: Produce hours reports, weekly practice-level data pulls, standardized dashboards, and other various reporting needs; prepare decks for RM presentations (i.e. new hire onboarding, KPI reporting, practice pipeline readouts, etc.). Additional tasks and projects, as needed You Have: 2-4 years of experience in HR, Talent Management, Workforce Planning, or Resource Management, preferably in professional services or consulting. Ideally some familiarity with project staffing, resource allocation, and capacity planning. Strong analytical and data hygiene skills; comfort with Excel/BI; keen attention to detail. Strong core professional competencies, i.e. attention to detail, responsiveness, follow-through, and flexibility Project management: Ability to manage multiple processes and programs simultaneously with strong organizational skills. Communication: Excellent written and verbal communication skills for interfacing with senior stakeholders, MDs, and team members. Collaboration: High EQ and team-oriented mindset, able to work effectively with various departments and stakeholders. Problem-solving: A proactive and resourceful approach to handling challenges, with the ability to propose optimization solutions. Detail-oriented: Exceptional attention to detail, especially when dealing with metrics. You Are: A self-starter with a strong work ethic. A leader of others; you lead by example. A strong team player, able to work with team members across all levels. Able to effectively communicate complex issues and solutions and raise issues to senior team members when necessary. Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing). Excited to be part of a growing team, with a focus on driving future growth. Someone who enjoys mentoring others and doing meaningful work. Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture. The annual salary for this role ranges from: $70,000 to $95,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity. Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-LK1

Group Treasury | Balance Sheet & Capital Management | Analyst | New York In Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and services to domestic and international corporate and institutional clients. When you come to work at ING, you're joining a team where individuality isn't just accepted, it's encouraged. We've built a culture that's fun, friendly and supportive - it's the kind of place where you can be yourself and make the most of whatever you have to offer. We give people the freedom to take risks, think differently, take ownership of their work, and make great things happen. We're here to help you get ahead. And with our global network, there's plenty of scope to take your career in new directions, perhaps even ones you've never considered. ING Americas follows a hybrid work model, allowing for in-office / work from home flexibility. Hybrid work arrangements vary based on business area. Sound like the kind of place you'd feel at home? We'd love to hear from you. About the position: The Analyst in Balance Sheet and Capital Management (BS&CM) department will assist in planning for capital, liquidity, and funding in line with business development, and safeguarding adherence to regulatory principles. About the department: Group Treasury at ING Americas is responsible for managing and monitoring ING's capital, funding, and liquidity positions across both business-as-usual and stress scenarios. This includes oversight of regulatory liquidity metrics and ensuring alignment with global treasury strategy. The function facilitates risk and funding transfers from business lines to the Group Treasury books, sourcing funding from both the local U.S. market and Group-level channels. It actively manages associated interest rate, FX, and liquidity risks through the use of derivatives, including interest rate swaps and FX forwards. In addition, Group Treasury oversees the management of the High-Quality Liquid Asset (HQLA) portfolio to ensure compliance with LCR and NSFR requirements, while optimizing yield and liquidity. The team also leads interest rate hedging strategies to mitigate structural risk on the U.S. balance sheet. Group Treasury further advises business lines on pricing and potential balance sheet impacts of lending and deposit products, ensuring that commercial decisions are aligned with funding and risk objectives. Responsibilities : The Balance Sheet and Capital Management (BS&CM) department leads planning for capital, liquidity, and funding in line with business development, and safeguards adherence to regulatory principles. Assist in preparing balance sheet and capital analyses, focusing on monitoring and reporting developments in ING's commercial activities. Support the preparation of recommendations and reports for senior management, including the Asset & Liability Committee (ALCO Americas) and Americas Management Team (AMT). Help coordinate and improve processes related to the Internal Liquidity Adequacy Assessment Process (ILAAP) and Internal Capital Adequacy Assessment Process (ICAAP). Collect, analyze, and interpret financial data to support capital and funding planning. Monitor positions and P&L in BS&CM-owned books under supervision. Stay informed about developments in financial markets, regulations, and industry best practices. Collaborate with colleagues in Group Treasury, Finance, and Risk globally. Qualifications and Competencies Bachelor's degree in finance, economics, engineering, or a related field (Master's preferred but not required). 0-2 years of relevant experience (internships or entry-level roles in Treasury, Finance, or Risk are a plus). Basic understanding of capital, funding, and liquidity risks. Familiarity with financial regulations is an advantage. Proficiency in Excel; and strong programming skills (VBA or Python) Strong analytical and quantitative skills. Eagerness to learn and develop expertise in Treasury and capital management. Effective communicator, both verbally and in writing. Team player with a proactive and results-driven mindset. Ability to work under time pressure and manage multiple priorities. Multicultural awareness and sensitivity. Salary Range $79,000-99,000 In addition to comprehensive health benefits, a generous 401k savings plan, and competitive PTO, ING provides a broad array of benefits including adoption, surrogacy, and fertility services; student debt assistance; and subsidies for expenses associated with commuting and fitness. ING is a committed equal opportunity employer. We welcome applicants of diverse backgrounds and hire without regard to race, gender, religion, national origin, citizenship, disability, age, sexual orientation, or any other characteristic protected by law. We celebrate these differences and rely upon your unique perspective to innovate and seize new opportunities. Come as you are. ING Bank does not have a commercial banking license in the U.S. and therefore not permitted to conduct a commercial banking business in the U.S. Through its wholly owned subsidiary ING Financial Services LLC, and its affiliates, it offers a full array of wholesale products such as commercial lending and a full range of FM products and services.

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! The Issues Management Analyst plays a critical role in supporting end-to-end lifecycle of issues across the credit union. This includes issue identification, documentation, analysis, corrective action development, tracking, sustainability assessment, and preparation for validation. The analyst is responsible for executing detailed analytical work, supporting business units through the issue lifecycle, and ensuring documentation meets Issues Management Standards and regulatory expectations. The individual will collaborate with business units, risk partners, IT Risk Administration, Compliance, and Internal Audit Services to help identify risks, analyze the impact of issues, and facilitate timely and effective remediation. This role contributes directly to strengthening the credit union's operational resilience, enhancing control effectiveness, and promoting a strong risk culture. This position requires strong analytical skills, attention to detail, and the ability to translate complex information into clear, actionable insights. The role is critical to ensuring issues are accurately documented, properly risk-rated, and remediated in a manner that reduces operational risk and enhances compliance with policies, standards, and regulatory expectations. Essential Responsibilities: (20%) Issue Identification & Intake: Support intake and documentation of issues by partnering with business units, Audit, risk partners, Compliance and regulatory agencies. Responsibilities include gathering supporting information to validate issue conditions and timelines, helping business units articulate clear issue descriptions, impacts, and risk ratings, and ensuring all documentation meets Issues Management Standards and regulatory expectations. (15%) Root Cause Analysis: Assist in conducting and validating root cause analysis using the Five Whys methodology. Responsibilities include analyzing underlying process and control breakdowns contributing to the issue, confirming accuracy and documented causal factors, and supporting development of actionable insights to inform effective corrective actions. (15%) Corrective Action Development & Documentation: Support business units in developing and refining corrective action plans, including narratives, bulletized steps, success criteria, and sustainability success criteria. Responsibilities include ensuring corrective action plans align with IM Standards, Internal Control Standards, and regulatory expectations, and providing feedback to improve clarity, completeness, and feasibility. (20%) Issue Tracking, Monitoring & Monthly Status Review: Track progress of issues and corrective actions within the system of record, ensuring timely updates and accurate status reporting. Responsibilities include reviewing monthly updates for completeness, accuracy, and alignment with evidence, identifying risks of delay or insufficient progress, and escalating concerns with timeline requirements. (10%) Validation Preparation & Evidence Review: Assist in preparing issues for validation by supporting their transition from sustainability and reviewing evidence submitted. Responsibilities include verifying that evidence aligns with required frequencies and minimum sustainability periods and ensuring all supporting artifacts are complete, accurate, and ready for validation. (10%) Reporting & Program Analysis: Prepare and contribute to reporting for dashboards, trends, themes, and executive-level updates. Responsibilities include extracting and analyzing system-of-record data, identifying patterns and improvement opportunities, supporting recurring reporting cycles, and ensuring data integrity and clarity across program reporting. (10%) Collaboration, Stakeholder Support & Training Engagement: Provide day-to-day guidance to business units on issue documentation, corrective action requirements, and sustainability expectations. Responsibilities include participating in cross-functional meetings to progress issues through their lifecycle, supporting recurring and ad hoc reporting conversations, and assisting in training sessions, workshops, and awareness initiatives to improve documentation quality and program execution. Required Education & Experience (Knowledge, Skills, & Abilities): Bachelor's degree in business, finance, risk management or related field (or equivalent work experience) 1-3 years of relevant experience in risk management, audit, compliance, operational risk management, or related field. Strong analytical and critical thinking skills with the ability to evaluate root causes, impacts, and corrective actions. Ability to interpret policies, standards, regulations, and control expectations. Effective written and verbal communication skills, including the ability to translate complex information into clear, concise documentation. Ability to manage multiple tasks, prioritize work, and meet deadlines with minimal supervision. Preferred Education & Experience (Knowledge, Skills, & Abilities): Experience in a financial institution or regulated industry. Knowledge of operational risk, issues management, internal control frameworks, or governance programs. Familiarity with root cause analysis techniques and documentation standards. Experience supporting remediation, testing, or validation activities. Job Environment & Physical Requirements: Hybrid work environment that supports a mix of in-office and remote work, with periodic in-person collaboration based on team or business needs. Prolonged periods of sitting at a desk and working on a computer. Ability to work independently and manage multiple tasks or projects with minimal supervision. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role At Figure, we're redefining what's possible at the intersection of finance and technology. Fresh off our IPO, we are building the next generation of financial infrastructure, transforming how capital moves, how credit is assessed, and how customers experience financial products. Our data team sits at the heart of that transformation, powering decisions from risk modeling and capital allocation to growth strategy. As a Principal Data Analyst, you will be a cornerstone of our analytics organization, partnering closely with Credit/Risk and Capital Markets to drive real financial outcomes. Your work will directly influence lending decisions, portfolio optimization, and the strategies behind our capital markets platform. You will connect analysis to the bigger picture across markets, products, and mission, combining analytical rigor with business intuition to help leaders understand what is happening and why it matters. You will also elevate our toolkit by building intuitive Tableau dashboards, writing performant BigQuery SQL, and designing frameworks that make insights repeatable and scalable across the company. What You'll Do Act as the analytics lead for Credit/Risk and Capital Markets, guiding decision-making through data-driven insights. Partner with cross-functional leaders to shape the questions that matter most, then answer them through thoughtful analysis and storytelling. Design and maintain robust Tableau dashboards that translate data into actionable narratives. Write and optimize BigQuery SQL to extract, transform, and analyze large-scale datasets. Develop analytical frameworks and models that support risk forecasting, pricing strategies, and portfolio performance. Apply statistical and experimental methods to test hypotheses, quantify uncertainty, and inform strategic trade-offs. Communicate findings clearly and persuasively to senior stakeholders. Champion a culture of data accuracy, curiosity, and continuous improvement. What We Look For 7+ years of experience using data to drive measurable business impact. Deep proficiency in SQL (preferably BigQuery) and expertise with complex joins, subqueries, and recursive logic. Advanced experience with Tableau; you know how to build dashboards that influence decisions, not just report them. Strong understanding of risk modeling, credit analytics, or capital markets data structures. Proven experience in fintech or financial services environments. Working knowledge of Python for data manipulation, automation, or modeling. Appreciation for statistical concepts like causal inference, bias detection, and experimental design. Clear, confident communication with both technical and non-technical audiences. Comfort navigating ambiguity and setting analytical direction in fast-moving environments. A natural curiosity about how finance, technology, and data intersect to drive innovation. Bonus Points Experience supporting product analytics or growth initiatives. A passion for problem-solving; you can't resist finding out why a metric behaves the way it does. You embrace learning from mistakes and are energized by challenges that don't have an obvious answer. Salary Compensation Range: $158,400-$198,000/yr 25% annual bonus target, paid quarterly Equity stock options package This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs Benefits Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans Company HSA, FSA, Dependent Care, 401k, and commuter benefits Employer-funded life and disability insurance coverage 11 Observed Holidays & PTO plan Up to 12 weeks paid family leave Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-MM1 #LI-Hybrid

*PROCESS ANALYST S&PI* WHAT IS THE OPPORTUNITY? This position is responsible for supporting the team in gaining in-depth understanding of strategy, organizations, processes, and roadmaps to provide tactical and strategic solutions. The role partners across multiple functions (Business Owners, Process Owners, SMEs, Product Owners, Controls, 2LOD, Technology, etc.) to identify requirements in the design of new processes, operating models, or solutions. This role also supports the team in execution from concept through change implementation and adoption, requiring strong written and verbal communications and project management skills to communicate insights, recommendations, and progress. This role requires comfort with moderately complex to complex issues, processes, and projects, as well as ability to independently drive output for team's feedback. WHAT WILL YOU DO? * Reviewing, researching, and documenting current state processes, org structures, workflows, and supporting toolsets * Sourcing, analyzing, and interpreting data to provide summary information and insights * Analyzing processes understand key metrics and identify improvement opportunities * Leveraging process improvement best practices to meet requirements and desired outcomes, with associated metrics/measurement * Assisting with designing solutions with more in-depth problem solving - understanding client outcome, E2E process, root cause analysis, requirements development, future state operating model design * Independently leading discussions and meetings with stakeholders to obtain consensus * Emerging ability to own a workstream and manage more senior stakeholders, including articulating recommendations and thought-process * Supporting execution and rollout/implementation of changes, including working with SMEs on communication and training plans * Developing presentations, executive summaries, process flows, requirements, and project status reports * Other management and project support or reporting WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 3-5 years of relevant experience in financial services or banking industry * Lean Six Sigma Green Belt or equivalent *Additional Qualifications* * Proficient with left hand side, less support + * Process analysis; exposure to Lean Six Sigma * Familiarity with Agile/Scaled Agile (SaFE) practices * Proficient in project management, stakeholder management, and related reporting *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $78,970 - $126,140 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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

WHAT IS THE OPPORTUNITY? The Tech Process Improvement Analyst works with departments across Technology and Innovation (T&I) to assess processes and apply Lean Six Sigma methodologies to improve the efficiency of technology processes, to drive achieving specific objectives of Cost Transformation within T&I. The Cost Transformation objectives include providing transparency into budgets, facilitating efficient management of spend, and demonstrating value to business stakeholders. WHAT WILL YOU DO? * Drive completion with documenting business processes - 20% * Coordinate the collection of data on documented business processes to establish baseline current state, including summarizing root causes of inefficiencies in current processes. - 20% * Complete and summarize analysis of data collected on business processes to identify root causes of inefficiencies in current processes and drive prioritization of improvements. - 20% * Develop, refine, and finalize solutions to identified root causes that drive inefficiencies in current state business processes, including process redesign with focus on sustainable improvement. - 20% * Design, refine, finalize, and implement key performance indicators to demonstrate implemented solutions are driving sustainable improvement, including designing management reporting and feedback loops. - 15% * Lead ad-hoc process analysis, in response to dynamic and changing business needs - 5% WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 4 years of business process improvement experience *Additional Qualifications* * Experience in financial services institutions preferred * Lean Six Sigma Black Belt preferred *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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

*PROCESS ANALYST S&PI* WHAT IS THE OPPORTUNITY? This position is responsible for supporting the team in gaining in-depth understanding of strategy, organizations, processes, and roadmaps to provide tactical and strategic solutions. The role partners across multiple functions (Business Owners, Process Owners, SMEs, Product Owners, Controls, 2LOD, Technology, etc.) to identify requirements in the design of new processes, operating models, or solutions. This role also supports the team in execution from concept through change implementation and adoption, requiring strong written and verbal communications and project management skills to communicate insights, recommendations, and progress. This role requires comfort with moderately complex to complex issues, processes, and projects, as well as ability to independently drive output for team's feedback. WHAT WILL YOU DO? * Reviewing, researching, and documenting current state processes, org structures, workflows, and supporting toolsets * Sourcing, analyzing, and interpreting data to provide summary information and insights * Analyzing processes understand key metrics and identify improvement opportunities * Leveraging process improvement best practices to meet requirements and desired outcomes, with associated metrics/measurement * Assisting with designing solutions with more in-depth problem solving - understanding client outcome, E2E process, root cause analysis, requirements development, future state operating model design * Independently leading discussions and meetings with stakeholders to obtain consensus * Emerging ability to own a workstream and manage more senior stakeholders, including articulating recommendations and thought-process * Supporting execution and rollout/implementation of changes, including working with SMEs on communication and training plans * Developing presentations, executive summaries, process flows, requirements, and project status reports * Other management and project support or reporting WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 3-5 years of relevant experience in financial services or banking industry * Lean Six Sigma Green Belt or equivalent *Additional Qualifications* * Proficient with left hand side, less support + * Process analysis; exposure to Lean Six Sigma * Familiarity with Agile/Scaled Agile (SaFE) practices * Proficient in project management, stakeholder management, and related reporting *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $78,970 - $126,140 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Please Note: This is a Utah-based hybrid position, which will require some regular in-office days each week. Additionally, employment with Medallion Bank is contingent on passing both a background check and maintaining a clean background. Who we are: At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing consumer loans for the purchase of recreational vehicles, boats, home improvement, and offering loan origination services to fintech partners. We work directly with thousands of dealers, contractors and financial service providers serving their customers throughout the United States. Medallion Bank is a small company with a big impact. We recognize our employees as our greatest asset and have a culture to prove it! How You Will Support The Team: We are seeking a highly motivated and detail-oriented individual responsible for assisting and supporting with the administrative aspects of implementing and launching new Strategic Partners (“SP”), new products with existing SP's and oversight of existing SPs. Includes organization of required deliverables, tracking progress, producing regular reporting, and generally assisting designated Program Managers (“PM”) in various new product implementation tasks. Interacts with and support internal departments within the Bank and third-party resources (e.g., Outside Counsel) that are required for ongoing oversight, reviews, and monitoring of the Strategic Partner Programs. What We Are Looking For: Participate in regularly scheduled meetings with Strategic Partner(s) to review progress related to the progress of New Products. Work closely with the assigned Program Manager(s) and outside counsel to coordinate review of Strategic Partner Program materials, including policies, procedures, marketing, and customer-facing material. Work closely with the assigned Program Manager(s), other departments within the Bank, or third-party resources to ensure appropriate reviews and approvals are obtained for key deliverables. Assist in the administration of a Strategic Partner's implementation checklist to ensure organization of deliverables Enforce timely reviews by identifying and interacting regularly with internal and external stakeholders in the process. Work closely with the PM to ensure adherence to both internal and external implementation checklists. Advise on changes needed to process or tools in response to either internal or external feedback. Provide guidance to PMs, SPMs, and VPs on specified topics related to the New Product implementation and program oversight processes. Support New Products through the launch phase, including transition to assigned oversight teams. Support existing products via enhanced oversight. Work with the Strategic Partner to obtain and review monthly, quarterly, and annual reporting metrics. Produce regular reporting on the oversight of partners to internal and external stakeholders to provide visibility into progress. Assists with ongoing relationship management for SP programs, included maintaining comprehensive knowledge of the SPs' product offerings, sales promotions, marketing materials, business operations, credit underwriting, IT infrastructure, and compliance management system (“CMS”). Participates in strategy discussions, conducts various training courses, and provides content for focus groups. Support regulatory exams and internal audits as needed. Fully support ad hoc projects as assigned. Performs other duties as assigned. You would be a GREAT fit with these skills: Understanding of the marketplace/SP lending model preferred. Self-motivated and hard working. Must be able to handle various functions simultaneously and function in a fast-paced environment. Excellent written and verbal communication and interpersonal skills. Strong risk management, critical and strategic thinking skills. Ability to lead and read the client. To anticipate their needs and/or facilitate a broad range of third-party management activities, including due diligence, program implementation, and ongoing program oversight Ability to understand a broad range of topics and to successfully work in team environment. Ability to work well in a team or individually. Ability to analyze complex issues with strong attention to detail; identify and drive strategic solutions. Assertive self-starter, with exceptional professional verbal/written skills, who is highly organized and able to work independently to finish assigned projects. Must be collaborative and a problem solver capable of meeting established project deadlines. Ability to make sound decisions and communicate decisions effectively. Willingness to work on various projects as needed. Preferred Level of Experience: High school diploma or equivalent required. Some regulatory compliance experience at a financial institution or a financial regulatory agency required. Experience that includes working on SP programs in an administrative, support or testing capacity is required. Experience with FinTech, consumer lending, bank cards, or small business lending is highly desired. What's in it for YOU? Environment: Must be willing to worn in the office a minimum of 3 days per week. Cubicle station or home office working environment with minimal exposure to distractions or environmental hazards for days when employee is permitted to work from home Volunteer Opportunities Awesome company culture and co-workers who love to work here - 30% of our employees have worked at Medallion Bank for 10 years. Work Life Balance - We don't use that term lightly! Company Wide Open Door Policy Please note that if selected, you are required to pass a pre-employment background check and maintain a clear background.

Please Note: This is a Utah-based hybrid position, which will require some regular in-office days each week. Additionally, employment with Medallion Bank is contingent on passing both a background check and maintaining a clean background. Who we are: At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing consumer loans for the purchase of recreational vehicles, boats, home improvement, and offering loan origination services to fintech partners. We work directly with thousands of dealers, contractors and financial service providers serving their customers throughout the United States. Medallion Bank is a small company with a big impact. We recognize our employees as our greatest asset and have a culture to prove it! How You Will Support The Team: We are seeking a highly motivated and detail-oriented individual responsible for assisting and supporting with the administrative aspects of implementing and launching new Strategic Partners ("SP"), new products with existing SP's and oversight of existing SPs. Includes organization of required deliverables, tracking progress, producing regular reporting, and generally assisting designated Program Managers ("PM") in various new product implementation tasks. Interacts with and support internal departments within the Bank and third-party resources (e.g., Outside Counsel) that are required for ongoing oversight, reviews, and monitoring of the Strategic Partner Programs. What We Are Looking For: * Participate in regularly scheduled meetings with Strategic Partner(s) to review progress related to the progress of New Products. * Work closely with the assigned Program Manager(s) and outside counsel to coordinate review of Strategic Partner Program materials, including policies, procedures, marketing, and customer-facing material. * Work closely with the assigned Program Manager(s), other departments within the Bank, or third-party resources to ensure appropriate reviews and approvals are obtained for key deliverables. * Assist in the administration of a Strategic Partner's implementation checklist to ensure organization of deliverables * Enforce timely reviews by identifying and interacting regularly with internal and external stakeholders in the process. * Work closely with the PM to ensure adherence to both internal and external implementation checklists. * Advise on changes needed to process or tools in response to either internal or external feedback. * Provide guidance to PMs, SPMs, and VPs on specified topics related to the New Product implementation and program oversight processes. * Support New Products through the launch phase, including transition to assigned oversight teams. * Support existing products via enhanced oversight. * Work with the Strategic Partner to obtain and review monthly, quarterly, and annual reporting metrics. * Produce regular reporting on the oversight of partners to internal and external stakeholders to provide visibility into progress. * Assists with ongoing relationship management for SP programs, included maintaining comprehensive knowledge of the SPs' product offerings, sales promotions, marketing materials, business operations, credit underwriting, IT infrastructure, and compliance management system ("CMS"). * Participates in strategy discussions, conducts various training courses, and provides content for focus groups. * Support regulatory exams and internal audits as needed. * Fully support ad hoc projects as assigned. * Performs other duties as assigned. You would be a GREAT fit with these skills: * Understanding of the marketplace/SP lending model preferred. * Self-motivated and hard working. Must be able to handle various functions simultaneously and function in a fast-paced environment. * Excellent written and verbal communication and interpersonal skills. * Strong risk management, critical and strategic thinking skills. * Ability to lead and read the client. To anticipate their needs and/or facilitate a broad range of third-party management activities, including due diligence, program implementation, and ongoing program oversight * Ability to understand a broad range of topics and to successfully work in team environment. * Ability to work well in a team or individually. * Ability to analyze complex issues with strong attention to detail; identify and drive strategic solutions. * Assertive self-starter, with exceptional professional verbal/written skills, who is highly organized and able to work independently to finish assigned projects. * Must be collaborative and a problem solver capable of meeting established project deadlines. * Ability to make sound decisions and communicate decisions effectively. * Willingness to work on various projects as needed. Preferred Level of Experience: * High school diploma or equivalent required. * Some regulatory compliance experience at a financial institution or a financial regulatory agency required. * Experience that includes working on SP programs in an administrative, support or testing capacity is required. * Experience with FinTech, consumer lending, bank cards, or small business lending is highly desired. What's in it for YOU? * Environment: Must be willing to worn in the office a minimum of 3 days per week. * Cubicle station or home office working environment with minimal exposure to distractions or environmental hazards for days when employee is permitted to work from home * Volunteer Opportunities * Awesome company culture and co-workers who love to work here - 30% of our employees have worked at Medallion Bank for 10 years. * Work Life Balance - We don't use that term lightly! * Company Wide Open Door Policy Please note that if selected, you are required to pass a pre-employment background check and maintain a clear background.

Job DescriptionSalary: Competitive and DOE Please Note: This is a Utah-based hybrid position, which will require some regular in-office days each week. Additionally, employment with Medallion Bank is contingent on passing both a background check and maintaining a clean background. Who we are: At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing consumer loans for the purchase of recreational vehicles, boats, home improvement, and offering loan origination services to fintech partners. We work directly with thousands of dealers, contractors and financial service providers serving their customers throughout the United States.Medallion Bank is a small company with a big impact. We recognize our employees as our greatest asset and have a culture to prove it! How You Will Support The Team: We are seeking a highly motivated and detail-oriented individual responsible for assisting and supporting with the administrative aspects of implementing and launching new Strategic Partners (SP), new products with existing SPs and oversight of existing SPs. Includes organization of required deliverables, tracking progress, producing regular reporting, and generally assisting designated Program Managers (PM) in various new product implementation tasks. Interacts with and support internal departments within the Bank and third-party resources (e.g., Outside Counsel) that are required for ongoing oversight, reviews, and monitoring of the Strategic Partner Programs. What We Are Looking For: Participate in regularly scheduled meetings with Strategic Partner(s) to review progress related to the progress of New Products. Work closely with the assigned Program Manager(s) and outside counsel to coordinate review of Strategic Partner Program materials, including policies, procedures, marketing, and customer-facing material. Work closely with the assigned Program Manager(s), other departments within the Bank, or third-party resources to ensure appropriate reviews and approvals are obtained for key deliverables. Assist in the administration of a Strategic Partners implementation checklist to ensure organization of deliverables Enforce timely reviews by identifying and interacting regularly with internal and external stakeholders in the process. Work closely with the PM to ensure adherence to both internal and external implementation checklists. Advise on changes needed to process or tools in response to either internal or external feedback. Provide guidance to PMs, SPMs, and VPs on specified topics related to the New Product implementation and program oversight processes. Support New Products through the launch phase, including transition to assigned oversight teams. Support existing products via enhanced oversight. Work with the Strategic Partner to obtain and review monthly, quarterly, and annual reporting metrics. Produce regular reporting on the oversight of partners to internal and external stakeholders to provide visibility into progress. Assists with ongoing relationship management for SP programs, included maintaining comprehensive knowledge of the SPs product offerings, sales promotions, marketing materials, business operations, credit underwriting, IT infrastructure, and compliance management system (CMS). Participates in strategy discussions, conducts various training courses, and provides content for focus groups. Support regulatory exams and internal audits as needed. Fully support ad hoc projects as assigned. Performs other duties as assigned. You would be a GREAT fit with these skills: Understanding of the marketplace/SP lending model preferred. Self-motivated and hard working. Must be able to handle various functions simultaneously and function in a fast-paced environment. Excellent written and verbal communication and interpersonal skills. Strong risk management, critical and strategic thinking skills. Ability to lead and read the client. To anticipate their needs and/or facilitate a broad range of third-party management activities, including due diligence, program implementation, and ongoing program oversight Ability to understand a broad range of topics and to successfully work in team environment. Ability to work well in a team or individually. Ability to analyze complex issues with strong attention to detail; identify and drive strategic solutions. Assertive self-starter, with exceptional professional verbal/written skills, who is highly organized and able to work independently to finish assigned projects. Must be collaborative and a problem solver capable of meeting established project deadlines. Ability to make sound decisions and communicate decisions effectively. Willingness to work on various projects as needed. Preferred Level of Experience: High school diploma or equivalent required. Some regulatory compliance experience at a financial institution or a financial regulatory agency required. Experience that includes working on SP programs in an administrative, support or testing capacity is required. Experience with FinTech, consumer lending, bank cards, or small business lending is highly desired. Whats in it for YOU? Environment: Must be willing to worn in the office a minimum of 3 days per week. Cubicle station or home office working environment with minimal exposure to distractions or environmental hazards for days when employee is permitted to work from home Volunteer Opportunities Awesome company culture and co-workers who love to work here 30% of our employees have worked at Medallion Bank for 10 years. Work Life Balance We dont use that term lightly! Company Wide Open Door Policy Please note that if selected, you are required to pass a pre-employment background check and maintain a clear background.

JOB SUMMARYAs a Resource Solutions - Project Consultant, you will leverage your expertise to drive mission-critical accounting and finance projects for mid-market to large-size clients. As an experienced professional, you'll address complex challenges across diverse industries Ideal Candidate Profile Self-starter who thrives in dynamic environments Quickly assesses situations and develops effective solutions Works independently while collaborating with client teams Example Responsibilities and types of engagements Serve as Interim Controller, overseeing financial operations Manage accounting functions, transactions, and month-end closings Prepare and analyze financial statements, budgets, and forecasts Implement and monitor internal controls for regulatory compliance Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations) Supervisory responsibilities Potential to supervise employees, depending upon client need Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending upon client's needs Required education and experience 10+ years of experience in accounting, finance, or related fields Experience working in complex, multi-entity corporations Exceptional problem-solving skills Strong self-motivation and initiative in ambiguous situations Proficiency in accounting applications (e.g., NetSuite, Oracle, SAP) and data analysis tools Effective communication skills across all organizational levels Ability to pass thorough background checks (criminal, credit, education, certification, references) Preferred education and experience Bachelor's degree in related field or equivalent experience CPA or equivalent certification Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

What does a typical day look like for the Portfolio, Program, and Project Analyst? Assisting with the development and administration of RDT&E contracts, including tasks such as the development of solicitation material, administration of source selection reviews, and assessing technical solutions. Monitoring project performance and reviewing deliverables to ensure technical, programmatic, and financial goals and objectives are met and identify possible program risks. Maintaining and monitoring program budgets to include gathering and reviewing monthly reporting information from project/program performers and developing budget execution plans. Organizing, directing, and coordinating planning and production of all activities associated with assigned task order projects. Providing support to Portfolio and Program Managers in their continued engagement with DHS S&T customers on the receipt, prioritization, and regular reporting of their operational capability gaps. Providing data collection and analyses of user requirements and of existing and emerging systems, capabilities, and technologies. Performing routine tasks including, but not limited to, scheduling, writing internal memos, maintaining and updating Program Management records, filing, intranet website maintenance, preparing and reviewing presentations, records maintenance, and coordinating daily operations of the assigned program. Assisting with planning technology transitions to the respective operational customer. Attending meetings, workshops, conferences, and program reviews at the direction of the program or project manager to provide a programmatic and technical review, record meeting minutes, and contribute to the program management dialogue with performers. Providing assistance in managing and responding to program-aligned S&T Executive Secretary data calls, compiling information, and preparing information for reporting to senior leadership. Supporting the identification, assessment, evaluation, and testing of existing and emerging technologies, systems, and capabilities, including coordination with related government, academic, and industry programs; attending meetings and symposia; coordinating meetings and program reviews, and supporting program advocacy including development and production of presentation materials. What qualifications do you look for? Must Have An Active Secret Clearance. A Bachelor's degree. 5 years of experience. Applicants selected must Possess a current Top Secret Security Clearance and be eligible to receive DHS Suitability. Demonstrated proficiency in providing program management and analytical support to programs and projects serving DHS Mission Areas such as Physical and Cyber Security, Border & Immigration Enforcement, and Infrastructure Protection. Experience monitoring project development performance and reviewing deliverables to ensure technical, programmatic, and financial goals and objectives are met and identify possible program risks. Excellent communication, collaboration, and presentation skills. Proven results-oriented problem-solving abilities. Experience with presentation graphics and/or spreadsheet tools. Experience providing guidance, feedback, and consulting services to federal program managers. Ability to work in a dynamic team-oriented environment, demonstrate teamwork and initiative, and function productively in the face of new assignments and the re-prioritization of existing assignments. Experience providing program and/or project management support on research and development contracts. Experience facilitating the resolution of customer requirements, including helping to identify and document capability gaps, formulate and develop technological solutions, and participate in and contribute to strategic discussions. Experience preparing and reviewing presentations, reports, project schedules, and weekly status inputs. Experience supporting the development and production of architectures, organizational charts, and operations plans and procedures, including program Standard Operating Procedures. Experience supporting DHS components and agencies either operationally or through project management.

GH International is growing!! We are looking for highly driven Junior Business Analysts/Junior Consultants to join our team to supply business management support services that will oversee and support the development and deployment of a wireless telecommunications network, and its technology evolutions, in support of the public safety community. Contingent offers will be made based upon an award and expected start date of late September 2020. The work location will be in Reston, VA with some flexibility for remote work, depending on the client specific requirements and current COVID-19 pandemic. Must be eligible to work in the United States without any sponsorship now or in the future. Must be a US Citizen or Permanent Resident and eligible for a Public Trust clearance. Responsibilities include but are not limited to: Support development of strategies, programs, and plans. Provide project management support. Conduct background research for public safety, government, and industry. Support the development of meeting designs and plans. Supply meeting support-coordination, facilitation, meeting reporting, etc. Design meeting materials. Manage writing/editing schedules and action items. Develop meeting summaries and post in designated locations. Develop internal and external communication materials. Create templates and guidance documents to aid in strategic plan updates. Educational & Technical Requirements Bachelor's Degree in Public Safety Administration, Public Policy, Business, Accounting, IT, or any related field. Proficiency in MS Office 365 including Outlook, Word, Excel, PowerPoint, and Sharepoint. Online meeting, desktop sharing, and video conferencing software-including GoToMeeting, Zoom, and Cisco WebEx. Knowledge of creating organizational dashboards via Excel and Power BI. Ability to manage project schedules, action items, etc. Ability to handle multiple projects in a fast-paced environment. Excellent communication and analytical skills with the ability to communicate at an exceptional level across different delivery channels and platforms, including advisory, collaborative support, writing complex and logically concise technical reporting, and graphical presentation of complex concepts with clarity and insight. We are requesting a writing sample that demonstrates your writing ability and the use of graphics. Experience Requirements Minimum of 2 years of public safety experience-preferred experience with Public Safety Advisory Committees (PSAC) or communications, public safety telecommunications, and LTE technology to understand the client's environment and deliverables. Must be able to prove professional experience delivering high-quality strategy, guidance, process improvement, research reporting, analytics reports, and technology products or services. Proficient in research and analysis of technology and its impact on policy, business practices, and operations. Excellent communication and analytical skills with the ability to communicate at an exceptional level across different delivery channels and platforms, including advisory, collaborative support, writing complex and logically concise technical reporting, and graphical presentation of complex concepts with clarity and insight. For over 20 years G&H International Services has been working with federal, state, and local governments to help them address pressing and often urgent issues. To do this G&H has successfully developed programs, strategies, and technical approaches to help solve those issues in a way that is innovative and sustainable. This includes a specific focus on the application of geospatial technology to help visualize, question, analyze, and interpret data to understand relationships, patterns, and trends. While we have a large and varied body of work - including building programs and initiatives (see *********************** for some of them) our focus has always been helping communities and the nation deal with the myriad of challenges we all face by becoming smarter and more resilient. We are unique in our willingness to help our clients and partners connect with others addressing similar issues to enable more comprehensive solutions. We offer competitive benefits including health, dental, vision, group life insurance, employer-paid short and long-term disability, flex spending, PTO (less than 2 years of service annual accrual of 15 days and two to five years annual accrual of 20 days), 10 paid holidays, 401k, professional development reimbursement, and balanced work-life culture. G&H International is an Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual's race, color, religion, age, gender, sexual orientation, veteran status, disability, or natural origin.

JOB SUMMARYAs a Financial Systems Analyst, you will play a pivotal role in managing and optimizing the organization's financial systems and data. Your primary responsibility will be to ensure the accuracy, integrity, and efficiency of financial systems, providing technical expertise, analysis, and support to finance and accounting teams. Financial Systems Management: Administer and maintain financial software and systems, including ERP (Enterprise Resource Planning) systems and accounting software. Ensure the availability, security, and performance of financial systems. Data Management: Assist in the management of financial data, ensuring accuracy, completeness, and data integrity Perform data quality checks and resolve discrepancies as needed User Support and Training: Provide technical support to finance and accounting teams for financial systems and software Develop and deliver training programs to enhance end-users' proficiency in financial systems Troubleshooting and Issue Resolution: Investigate and resolve complex technical issues, system errors, and bugs Coordinate with technical support and vendors as needed for problem resolution Reporting and Analysis: Prepare reports and presentations to communicate findings to finance and management teams Analyze financial data to identify trends, anomalies, and opportunities for process improvement Process Documentation: Maintain documentation of financial system configurations, processes, and procedures Update documentation to reflect changes and improvements in the systems Compliance and Security: Ensure compliance with financial regulations and data protection laws. Assist in implementing and maintaining data security measures and access controls. Vendor and Stakeholder Engagement: Build and maintain relationships with financial software vendors and service providers. Communicate system requirements, issues, and enhancement requests to stakeholders. Process Improvement Assistance: Collaborate with team members to identify opportunities to streamline financial processes and workflows Participate in implementing process improvements and automation initiatives Ad Hoc Financial Analysis: Conduct ad hoc financial analysis as requested by finance and management teams Prepare financial models, forecasts, and scenarios to support decision-making Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required N/A Required education and experience Bachelor's degree in finance, accounting, information technology, or a related field 3+ years of relevant experience Proven experience working with financial systems and software Familiarity with ERP systems, accounting software (e.g., QuickBooks, SAP, Oracle), and financial databases Proficiency in data analysis tools and Microsoft Excel, or other relevant software Preferred education and experience Master's degree in finance, accounting, information technology, or a related field CISA or CPA certification Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Additional eligibility requirements Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.