Senior Analyst jobs at Nes Holdings - 677 jobs

Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Social Finance, LLC seeks Senior Risk Analyst in San Francisco, CA: Job Duties Lead the design and construction of multi-digital contact channels, digital strategies, and self-service payment solutions that minimize losses and maximize member experience. Optimize the Recovery Channel to provide the best ROI across different segments of post charge-off accounts. Develop and optimize strategies that balance effectiveness and efficiency through a combination of impact analysis, testing and collaboration with stakeholders. Independently lead the entire project lifecycle for complex data analysis, strategies, and models. Utilize predictive analytics, data science methodologies and custom scoring in the development of outreach strategies through the most appropriate communication channel. Evaluate the effectiveness of current loss mitigation policies, draw conclusions, and exert influence at all levels of the organization. Work with Operations and Technology partners to identify gaps in system/operations process flows to ensure alignment of strategy/intent, execution, policies, state legalities and regulatory guidelines as it relates to contacting delinquent customers. Full-time telecommuting is an option. Minimum Requirements Master's degree (or its foreign degree equivalent) in Management Information Systems, Business Analytics, or a related quantitative discipline, and three (3) years of experience in the job offered or in any occupation in related field. Special Skill Requirements (1) SQL; (2) Snowflake; (3) MS-Excel and Word; (4) Tableau; (5) Python; (6) JIRA; (7) Sigma; (8) SAS; (9) Credit Risk; (10) Collections and Recovery Analytics; (11) Predictive modeling; (12) Quick Base; (13) Google suite; (14) Statistical analysis; (15) Project Management; and (16) Third party collections agency management. Any suitable combination of education, training and/or experience is acceptable. Full-time telecommuting is an option. Salary $164,403.00 - $180,843.00 per annum. Application Deadline 1/30/2026 Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Equal Employment Opportunity SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. #J-18808-Ljbffr

A next-generation financial services company is seeking a Senior Risk Analyst in San Francisco, CA. The candidate will optimize recovery channels, lead projects on complex data analysis, and leverage predictive analytics. Required qualifications include a Master's degree and three years in a related role. This full-time position offers potential telecommuting options and a competitive salary range of $164,403 to $180,843 annually. #J-18808-Ljbffr

San Francisco, CA Los Angeles, CA Chicago, IL Miami, FL Charlotte, NC Washington, DC Nashville, TN Austin, TX Dallas, TX Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Our award-winning Equity Research team is recognized as one of the nation\'s most respected providers of equity research, delivering in-depth, differentiated coverage across high information flows sectors. We are seeking an accomplished Senior Equity Research Analyst to build and lead our Cryptocurrency & Blockchain sector franchise. This is a unique opportunity to establish authoritative coverage in one of the market\'s most transformative and rapidly evolving sectors. The Opportunity This is a rare, career-defining opportunity to become a leading institutional voice in digital asset equity research. You will have the independence to define coverage of an emerging sector, the resources to build a premier team, and direct access to institutional clients hungry for rigorous, differentiated analysis in Cryptocurrency and Blockchain. If you have been seeking a platform that rewards original thinking in digital assets and provides the credibility to compete at the highest level, this is it. We are looking for an analyst ready to establish the gold standard for institutional digital asset research; someone whose work will shape how sophisticated investors understand and allocate capital to this transformative sector. Why This Role Is Unique Pioneer Positioning in Institutional Crypto Research Digital assets are transitioning from speculative fringe to institutional asset class. This role offers the rare opportunity to establish authoritative, sell-side research coverage as the sector matures; positioning yourself as the expert institutional investors turn to first. Platform Advantages Credibility of an award-winning research platform combined with flexibility to build crypto coverage your way Resources and infrastructure that mid-tier platforms can\'t match Marketing reach that ensures your research lands with decision-makers at leading institutions Regulatory compliance and legal infrastructure to cover crypto confidently Intellectual Challenge Analyze an emerging sector where differentiated insights genuinely matter N avigate the intersection of technology, finance, regulation, and innovation Build frameworks for valuing novel business models and protocols Make calls that will define your career as digital assets reshape finance Establish yourself as a go-to authority during a generational shift in financial markets Build lasting relationships with the most innovative companies and investors in finance Visibility across institutional investor community as crypto allocations increase Compensation structure that rewards performance in a high-growth coverage area What You Will Do Establish and lead Cryptocurrency & Blockchain research coverage from a position of authority Define your coverage universe across crypto infrastructure, exchanges, miners, DeFi, protocols, and blockchain applications Create differentiated research that cuts through hype and provides institutional-grade analysis Conduct rigorous, proprietary research on digital asset business models, tokenomics, and blockchain technology Publish impactful, timely research that institutional investors depend on for crypto exposure decisions Identify emerging trends, regulatory developments, and technological innovations before the market Leverage our platform to become a recognized thought leader in institutional crypto coverage Establish yourself as a trusted authority on crypto market structure, regulation, and adoption trends Benefit from firm-wide visibility as digital assets gain mainstream institutional acceptance Perform other tasks and duties as required and assigned Experience and Skills Bachelor\'s degree from an accredited university (Advanced degree, MBA, or CFA strongly preferred) Deep expertise in Cryptocurrency, Blockchain technology, and digital asset markets Substantial sell-side or buy-side Equity Research experience covering crypto, fintech, or related sectors strongly preferred Alternatively: Crypto industry veterans, blockchain protocol experts, or digital asset fund professionals with demonstrable analytical capabilities Understanding of both traditional financial analysis and crypto-native metrics (on-chain analytics, tokenomics, protocol economics) FINRA Series 7, 86, and 87 licenses required Track record of independent, differentiated research or investment decisions in digital assets Fluency in blockchain technology, crypto market structure, DeFi, and Web3 ecosystems Exceptional written and verbal communication abilities-you can translate complex crypto concepts for institutional audiences Established network across crypto companies, protocols, exchanges, miners, and institutional investors What We Offer What Wedbush Offers You As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture. Comprehensive medical, dental, and vision coverage with multiple health plan options Health Savings Account (HSA) with company-sponsored contributions Flexible Spending Accounts (FSA) traditional and dependent care 401(k) Plan: competitive discretionary company matching and profit-sharing contributions Tuition reimbursement ($5,250 max per year) FINRA and Professional License Sponsorship Charitable Donation Matching Contributions Travel & Employee Assistance and Employee Discount Programs Discretionary compensation based on the colleague\'s and the firm\'s performance The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $250,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague\'s and the firm\'s performance. At Wedbush, Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skillsets; experience and training; licensure and certifications; and other business and organizational needs. Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed. This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55. When you apply for a position with Wedbush, we collect certain information about you. Click here to learn what information we collect and what we do with it. #J-18808-Ljbffr

A leading CI/CD platform provider in San Francisco is seeking a Senior Financial Analyst to drive strategic financial planning and analysis. You will own core planning processes, partner with R&D and G&A for investment guidance, and deliver financial insights to shape business strategy. The ideal candidate has 5-8 years of experience in FP&A, strong SQL and Excel skills, and familiarity with planning platforms like Pigment. Competitive salary range from $133,000 to $166,000 USD. #J-18808-Ljbffr

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

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

A federal agency is seeking a Senior Budget Analyst in San Francisco, California. This role entails supporting financial management within federal programs by analyzing budgets and monitoring accounting functions. Candidates should possess a relevant Bachelor's degree and at least four years of experience in federal financial systems and regulations. The position is full-time at a federal client site. #J-18808-Ljbffr

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

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The Global Payment Operations (GPO) organization delivers global wire transfers and ACH payments for internal and external bank clients and supports end-to-end payment execution and investigations for transactions initiated through various channels. The team also provides sanctions screening on transactions for multiple products, in accordance with policies established by the Global Economic Sanctions Compliance team. Job Description: This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing. Responsibilities: Inbound Call Center Customer Service Rep receiving calls including day-to-day analysis, research and resolution of varied problems related to ACH Responsible for reviewing inquires from our financial institution clients utilizing SWIFT to communicate between Bank of America and other Financial institutions to resolve any open quires on post settlement payments Functions include administering defined procedures, analysis and report generation, and exception processing Contact both external banks and internal clients to resolve any inquiries on payments using the GIN system to work on individual cases Aid clients in queries surrounding payments post settlement, queries include amendments, return of funds, bene claims nonreceipt of funds, recall of funds Assists with coordination of implementation for products, services, and operational solutions Supports the design, documentation, implementation, and monitoring of new products and services Provides guidance regarding procedural, technical, and operational changes Expands business products knowledge within operations environment Builds network by developing relationships with partners and teammates Inspects data to identify issues and trends Collects and interprets data to validate operational processes Required Qualifications: Minimum of 1 year call center experience Must be able to Multitask using various systems/applications as well as different tasks at different times. Exceptional Customer Service experience and excellent oral and written communication skills Typing and Data entry experience Excellent time management and prioritization skills, with ability to meet deadlines under pressure Experience with working independently and on teams Experienced with Microsoft Office Suite, especially Excel Experienced with managing multiple priorities and multi tasks Desired Qualifications: Experience receiving at least 40+ USD Wire or ACH calls throughout the business day, Expert level Excel experience Working knowledge of payment investigations system Electronic Wiring and Financial industry experience Business, Finance, Accounting, Economics, or similar major preferred Skills: Attention to Detail Customer and Client Focus Monitoring, Surveillance, and Testing Process Performance Management Research Adaptability Business Analytics Critical Thinking Reporting Written Communications Data Management Policies, Procedures, and Guidelines Management Process Design Process Effectiveness Strategic Thinking Shift: 1st shift (United States of America) Hours Per Week: 40

Richmond, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The **Global Payment Operations (GPO)** organization delivers global wire transfers and ACH payments for internal and external bank clients and supports end-to-end payment execution and investigations for transactions initiated through various channels. The team also provides sanctions screening on transactions for multiple products, in accordance with policies established by the Global Economic Sanctions Compliance team. **Job Description:** This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing. **Responsibilities:** + Inbound Call Center Customer Service Rep receiving calls including day-to-day analysis, research and resolution of varied problems related to ACH + Responsible for reviewing inquires from our financial institution clients utilizing SWIFT to communicate between Bank of America and other Financial institutions to resolve any open quires on post settlement payments + Functions include administering defined procedures, analysis and report generation, and exception processing + Contact both external banks and internal clients to resolve any inquiries on payments using the GIN system to work on individual cases + Aid clients in queries surrounding payments post settlement, queries include amendments, return of funds, bene claims nonreceipt of funds, recall of funds + Assists with coordination of implementation for products, services, and operational solutions + Supports the design, documentation, implementation, and monitoring of new products and services + Provides guidance regarding procedural, technical, and operational changes + Expands business products knowledge within operations environment + Builds network by developing relationships with partners and teammates + Inspects data to identify issues and trends + Collects and interprets data to validate operational processes **Required Qualifications:** + Minimum of 1 year call center experience + Must be able to Multitask using various systems/applications as well as different tasks at different times. + Exceptional Customer Service experience and excellent oral and written communication skills + Typing and Data entry experience + Excellent time management and prioritization skills, with ability to meet deadlines under pressure + Experience with working independently and on teams + Experienced with Microsoft Office Suite, especially Excel + Experienced with managing multiple priorities and multi tasks **Desired Qualifications:** + Experience receiving at least 40+ USD Wire or ACH calls throughout the business day, + Expert level Excel experience + Working knowledge of payment investigations system + Electronic Wiring and Financial industry experience + Business, Finance, Accounting, Economics, or similar major preferred **Skills:** + Attention to Detail + Customer and Client Focus + Monitoring, Surveillance, and Testing + Process Performance Management + Research + Adaptability + Business Analytics + Critical Thinking + Reporting + Written Communications + Data Management + Policies, Procedures, and Guidelines Management + Process Design + Process Effectiveness + Strategic Thinking **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams. The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives. This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team. Essential Functions: Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes. Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences. Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly. Develop insights driven communication for broad audiences, including executives. Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness Implement regular check ins with initiative teams using tollgate methodology. Support program milestone tracking and reporting. Organize transformation meetings and governance processes. Maintain progress reports and issue trackers. Assist in creating materials for Transformation Leadership Team Meetings. Work effectively with global, culturally diverse virtual teams. Champion organizational change. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus. Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making. Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.) Experience in program / project management in a transformation environment, experience in Finance transformation preferred Strong leadership and ability to influence without direct management of partners and stakeholders Ability to adapt quickly to changing priorities, assignments, and roles Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution Experience with program management and communications tools Strong attention to detail Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently Ability to anticipate issues before they arise and work to proactively support resolution Proven track record of driving results, even when faced with ambiguous circumstances Exceptional personal accountability and the highest of ethical standards Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: Salary & Benefits U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 149,900.00 to 217,500.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

The Risk Research, Analysis, and Measurement team (RAM) provides independent quantitative investment risk measurement and analysis at Capital Group, globally and across asset classes. RAM plays a pivotal role in supporting investment results and risk management processes and shaping the use of risk analytics at Capital Group. "I can shape the future of risk analytics at Capital Group as a Quantitative Analyst" As a member of the Quantitative Research and Analytics group (QRA) at Capital Group (CG), you'll conduct rigorous peer-reviewed, quantitative research and analysis. As an Analyst in RAM, you will work in a highly collaborative team to drive our investment risk research, strengthen our risk assessment framework, enhance scenario analysis capabilities, and provide actionable risk insights that empower investment leaders. You'll act as a leader within the QRA team and share in the responsibility for developing the QRA organization and guiding others within the team. In this role you will: Drive Risk Research & Analysis - Develop and enhance risk methodologies and frameworks, monitoring processes, and portfolio risk assessments across equity, fixed income, and multi-asset strategies. Deliver Actionable Insights - Conduct quantitative and qualitative analyses to inform investment risk decisions, proactively identifying new ways to evaluate risk. Influence Risk Oversight & Investment Process- Work closely with investors and investment governance bodies to understand and incorporate risk metrics and methodologies in the Capital System TM. Drive Innovation & Collaboration - Partner with business management teams, client group, and technology teams to develop tools, frameworks, and strategic initiatives that advance risk capabilities. Enhance Risk Transparency & Alignment - Represent Capital Group's risk practices in internal and external meetings, educate stakeholders on risk methodologies, and ensure alignment with industry standards. Grow as a Leader - Act as a thought leader within RAM and the larger Quantitative Research & Analytics group (QRA), stay up to date with academic and industry research, mentor colleagues and drive organizational growth. "I am the person Capital Group is looking for." You have a minimum of 10 years relevant experience in investment risk research, analysis and modeling. You hold an advanced degree (MFE, MSc, PhD) in Economics, Finance/Financial Engineering, Statistics, Mathematics or a related quantitative discipline. You are an expert researcher with a track record of innovation around quantitative risk research, who is comfortable exploring unsolved questions and exploring in new directions with discipline of thought and clarity of purpose. You have demonstrated strong risk modeling experience and empirical skills using investment risk analytical platforms (e.g. MSCI BarraOne, BlackRock Aladdin), statistical packages (e.g. R) and coding languages (e.g. Python). You are a clear and strategic thinker who can anticipate emerging risks and translate complex analysis into clear, actionable recommendations. You are a collaborative leader who thrives in agile cross-functional teams and can influence stakeholders at all levels. You are a creative problem solver with a proactive approach, always looking for new ways to enhance risk analysis. You are a strong and open communicator who can distill complex risk insights into compelling narratives for investment and oversight teams. You will take time to invest in our culture and core values. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here. * Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Design, develop, and optimize data pipelines and systems for efficient data collection, integration, and storage. Interpret data to generate insights and implement reliable data processing workflows that ensure data quality and system stability. Apply data governance practices across ETL pipelines, metadata management, security, and lineage tracking. Develop understanding of business objectives to align data solutions and address increasingly complex data challenges while building proficiency in standard procedures and techniques. Responsibilities Develop and maintain data pipelines and workflows using Data Factory and SQL Server Integration Services. Format data from APIs into SQL servers. Collaborate with stakeholders to gather data requirements and ensure alignment with business needs and objectives. Design and build data pipelines for data collection, connection, and storage. Develop and enforce data engineering policies and best practices to ensure data integrity. Proficient in querying MongoDB and integrating data across database systems for efficient data retrieval and processing. Ensure data quality and performance at scale. Ensure high performance and scalability of data systems and processes. Help with the collection, connection, and storage of data. Optimize existing data workflows and ensure system reliability. Collaborate with team members and participate in team projects and initiatives. Qualifications Bachelor's degree in Computer Science, Engineering, Information Systems, or a related field. 3-5 years of experience in data engineering and governance. Advanced knowledge of SQL language. Advanced understanding of API frameworks and JSON transformations. Understanding of various data warehousing architectures (Mongo, Azure, SQL, etc.). Basic understanding of business and operating environment. Basic knowledge of programming languages (Mongo, Python, PowerShell, R, SQL, C#). Experience with data management, processing and analytic tools (Databricks). Experience with data integration and processing tools. Basic problem-solving skills. Basic communication and collaboration skills. Working experience with data warehousing solutions, ETL tools, and data system design. Basic knowledge of data engineering principles, technologies, and architecture. Hours: Monday - Friday, 8:00AM - 4:30PM Locations: 820 Follin Lane, Vienna, Virginia 22180 | 5550 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

A global leader in risk assessment seeks an experienced analyst in San Francisco to provide credit analysis for local governments. Candidates should have over 5 years of public finance experience, strong analytical skills, and a graduate degree in a related field. The position offers a competitive salary ranging from $143,300 to $207,650, along with a comprehensive benefits package, including health coverage and a 401(k) plan. Join a team that embraces innovation through AI to enhance analytical processes. #J-18808-Ljbffr

Design, develop, and optimize data pipelines and systems for efficient data collection, integration, and storage. Interpret data to generate insights and implement reliable data processing workflows that ensure data quality and system stability. Apply data governance practices across ETL pipelines, metadata management, security, and lineage tracking. Develop understanding of business objectives to align data solutions and address increasingly complex data challenges while building proficiency in standard procedures and techniques. Responsibilities Develop and maintain data pipelines and workflows using Data Factory and SQL Server Integration Services. Format data from APIs into SQL servers. Collaborate with stakeholders to gather data requirements and ensure alignment with business needs and objectives. Design and build data pipelines for data collection, connection, and storage. Develop and enforce data engineering policies and best practices to ensure data integrity. Proficient in querying MongoDB and integrating data across database systems for efficient data retrieval and processing. Ensure data quality and performance at scale. Ensure high performance and scalability of data systems and processes. Help with the collection, connection, and storage of data. Optimize existing data workflows and ensure system reliability. Collaborate with team members and participate in team projects and initiatives. Qualifications Bachelor's degree in Computer Science, Engineering, Information Systems, or a related field. 3-5 years of experience in data engineering and governance. Advanced knowledge of SQL language. Advanced understanding of API frameworks and JSON transformations. Understanding of various data warehousing architectures (Mongo, Azure, SQL, etc.). Basic understanding of business and operating environment. Basic knowledge of programming languages (Mongo, Python, PowerShell, R, SQL, C#). Experience with data management, processing and analytic tools (Databricks). Experience with data integration and processing tools. Basic problem-solving skills. Basic communication and collaboration skills. Working experience with data warehousing solutions, ETL tools, and data system design. Basic knowledge of data engineering principles, technologies, and architecture. Hours: Monday - Friday, 8:00AM - 4:30PM Locations: 820 Follin Lane, Vienna, Virginia 22180 | 5550 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams. The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives. This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team. Essential Functions: Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes. Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences. Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly. Develop insights driven communication for broad audiences, including executives. Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness Implement regular check ins with initiative teams using tollgate methodology. Support program milestone tracking and reporting. Organize transformation meetings and governance processes. Maintain progress reports and issue trackers. Assist in creating materials for Transformation Leadership Team Meetings. Work effectively with global, culturally diverse virtual teams. Champion organizational change. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus. Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making. Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.) Experience in program / project management in a transformation environment, experience in Finance transformation preferred Strong leadership and ability to influence without direct management of partners and stakeholders Ability to adapt quickly to changing priorities, assignments, and roles Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution Experience with program management and communications tools Strong attention to detail Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently Ability to anticipate issues before they arise and work to proactively support resolution Proven track record of driving results, even when faced with ambiguous circumstances Exceptional personal accountability and the highest of ethical standards Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 153,700.00 to 246,200.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Protect yourself from fraudulent recruiters targeting CircleCI job seekers. We prioritize the health and wellbeing of our employees through our comprehensive benefit package, including generous paid time off to rest and recharge, holistic mental health support, and benefits covering employees up to 100%. Growth Flexibility What does it mean to work at CircleCI? For us, flexibility is key. Join our Finance team as aSenior Financial Analyst driving strategic financial planning and analysis. In this high-impact role, you'll own core planning processes, partner cross-functionally with R&D and G&A to guide investment decisions, and deliver financial insights that shape business strategy. You'll leverage financial modeling, data analytics, and automation to drive better decision‑making across the organization. About the Team Our FP&A team partners with stakeholders across to provide financial insights that fuel smart growth. We lead budgeting, forecasting, and scenario planning processes, while also developing tools and frameworks that help leaders understand their performance and make confident investment decisions. We value curiosity, precision, and a builder mindset - and we're excited to add a teammate who thrives in both the numbers and strategy. What You'll Do Own the end‑to‑end planning and forecast rhythms for the company - leading the annual plan, quarterly reforecasts, and monthly close/BvA reviews, while driving alignment between top‑down targets and bottom‑up business plans. Build and maintain fully‑linked financial models across P&L, balance sheet, cash, billings, and ACV metrics used by the CFO and executive team for decision‑making. Develop scenario and sensitivity frameworks (pricing, headcount pacing, gross margin levers, investment trade‑offs) to support strategic choices by the CEO/CFO. Serve as finance partner to R&D and G&A - reviewing spend, headcount plans, and vendor strategy; quantifying ROI and resource efficiency to shape budget allocation. Drive COGS and unit economics understanding - including gross margin decomposition, cloud cost modeling, cost‑to‑serve analysis, and MAC/preferred‑pricing strategy evaluation. Collaborate with Engineering, Procurement, and Operations to identify and implement cost optimization initiatives that improve operating leverage. Write and modify SQL queries to pull financial and product‑usage data from Snowflake for self‑serve analysis, data validation, and forecast integration. Design planning structures and workflows in Pigment - building scalable modules, dashboards, and driver logic powering forecast submissions and executive views. Automate recurring financial reporting - including executive readouts, operating reviews, and board‑level materials - improving accuracy, speed, and consistency of insight delivery. Who You Are You have 5-8+ years of experience in FP&A, corporate finance, or business analytics, ideally in a SaaS or tech environment You're fluent in Excel/Sheets and skilled in building complex, multi‑driver financial models You can write and optimize SQL queries to pull and analyze data from multiple sources You have hands‑on experience with planning platforms like Pigment, Anaplan, or Adaptive You've worked closely with cross‑functional partners across G&A, R&D, or COGS orgs You have a solid understanding of GAAP vs. Non‑GAAP metrics and how they inform reporting and planning You're detail‑oriented, curious, and proactive in driving clarity and insight from data You enjoy building repeatable processes and tooling that scale with the business United States Base Pay Range $133,000 - $166,000 USD We will ensure that individuals with disabilities are provided reasonableaccommodation to participate in the job application or interview process, to performessential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. About CircleCI CircleCI is the world's largest continuous integration/continuous delivery (CI/CD)platform, and the hub where code moves from idea to delivery. As one of the most‑used DevOps tools - processing more than 3 million jobs a day - CircleCI has unique access todata on how the most effective engineering teams work, and the tools to help softwarecompanies successfully leverage the power of AI into their commercial applications.Companies like Hinge, HuggingFace, and Samsung use us to improve engineering teamproductivity, release better products, and get to market faster. Founded in 2011 and headquartered in downtown San Francisco with a global, remoteworkforce, CircleCI is venture‑backed by Base10, Greenspring Associates, Eleven Prime, IVP, Sapphire Ventures, Top Tier Capital Partners, Baseline Ventures, Threshold Ventures, Scale Venture Partners, Owl Rock Capital, Next Equity Partners, Heavybit, and Harrison Metal Capital. CircleCI is an Equal Opportunity and Aff… (disclaimer) #J-18808-Ljbffr

The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served. Responsibilities Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events. Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve. Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients. Qualifications Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning Required License or Certification Type: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License Preferred Qualifications: Advanced Advisor/ Planning Designation Preferred The base pay for this position is generally between $210,000 to $300,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #J-18808-Ljbffr

CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities within 18 months. In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing. Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter. You will In your first 30 days, you will: Secure an NMLS license (we'll sponsor it!) Become a subject matter expert on lending Complete our introductory Consultative Sales training course In your first 90 days, you will: Act as a trusted advisor and advocate for our clients as they prepare for closing Work collaboratively with others to ensure accuracy and efficiency at each step of the way Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching Complete a self-assessment to build a blueprint for career progression at CapCenter You are A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems. A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively. Self-aware: you're looking for an opportunity to develop your strengths and weaknesses Driven to help others: you want to do good Ambitious: you want to do well A college graduate with a bachelor's degree We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems. You'll get NMLS Certification Competitive salary, variable pay & annual bonus 401k (with matching!), health, dental, & vision Training to learn the home-ownership experience back to front. To participate in cross-functional collaboration that fosters lateral and vertical career growth The opportunity to help people through one of the most stressful and important transactions of their lives. Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.