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A leading technology firm located in Tampa is seeking a Director, FP&A to oversee financial planning and analysis. This role involves managing budgeting and forecasting processes while collaborating with multiple teams. Candidates should have over 10 years of finance experience, proficiency in Adaptive Planning, Netsuite, and Salesforce, and strong Excel skills. The position offers a competitive salary between $175,000 and $200,000, bonuses, and various employee benefits including remote work opportunities. #J-18808-Ljbffr

Head of Projects Director required by Global Real Estate firm in San Jose, CA Your new company Our client, a leading global provider of workplace and Real Estate solutions, is seeking a strategic and people-focused Director, Head of Projects, to lead a high-performing construction project management division. This is a rare opportunity to step into a business-critical leadership role overseeing a diverse portfolio of fast-paced, short-duration commercial construction projects across multiple clients and sectors, including Healthcare, Biotech, Education & Tech. Your new role This is not a hands-on project manager position. Instead, the Head of Projects will: Lead and mentor a team of project managers, ensuring consistent delivery excellence Oversee the business unit's project revenue plan, forecasting, and backlog execution Serve as the internal authority on pricing, risk, and proposal strategy Build and grow long-term client relationships that drive repeat business and new opportunities Collaborate cross-functionally with account leaders and sales teams to align delivery with growth targets Step in to support complex or at-risk projects only when necessary What you'll need to succeed 8-12+ years of experience in construction project management, with at least 5 years in a leadership role Proven success managing high-volume, short-duration projects across sectors like healthcare, life sciences or education Deep knowledge of contracts, pricing, risk, and team structure Strong leadership, mentorship, and organizational skills Exceptional relationship-building abilities and a track record of generating work through trust and performance Degree in engineering, architecture, or construction management preferred; certifications (PMP, CCM) a plus MEP commissioning & HVAC knowledge is highly attractive What you'll get in return Up to $225,000 base salary DOE experience plus unmatched bonus program and comprehensive benefits Autonomy and influence in shaping a high-performing division Visibility and impact across a diverse client base and project portfolio A collaborative, forward-thinking culture backed by a global industry leader Ambition matched with an unlimited fast-growth career path What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

A leading technology firm located in Tampa is seeking a Director, FP&A to oversee financial planning and analysis. This role involves managing budgeting and forecasting processes while collaborating with multiple teams. Candidates should have over 10 years of finance experience, proficiency in Adaptive Planning, Netsuite, and Salesforce, and strong Excel skills. The position offers a competitive salary between $175,000 and $200,000, bonuses, and various employee benefits including remote work opportunities. #J-18808-Ljbffr

About BMS BMS Group is a dynamic, independent global broker established in 1980, delivering specialist insurance, reinsurance, and capital markets advisory services. Our purpose is to help people, businesses and communities flourish and prosper in a world of risk. As a global brand with offices located across the US, Canada, Latin America, Australia, Europe and Asia, BMS Group maintains a strong local focus and understanding of market needs. Being independent gives our brokers the freedom to deliver the best solutions and combined with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice. This position will work for BMS Re, the specialist reinsurance arm of BMS Group. BMS Re is reshaping reinsurance by aligning interests with our clients and enhancing their success with advice and delivery models that service their unique needs. BMS Re has a proven ability to execute in reinsurance and capital markets worldwide. For more information on BMS and BMS Re, visit us online at bmsgroup.com or follow us on LinkedIn and Twitter. Find out what it's like to work at BMS Re by clicking here This role will own client relationships and drive prospecting activities in BMS's target client markets. You will strategize directly with clients on risk management analysis, including quantifying how much risk to retain and transfer to the reinsurance market. A successful candidate will ensure client and reinsurer relationships are maintained and continuously growing and evolving. Key Responsibilities: Maintain solid relationships with key decision makers, including current and potential clients and prospects; ensure junior team members understand the importance of each relationship and what motivates them Maintain a wide network of relationships among reinsurance underwriters, actuaries and other staff to promote collaboration and a solutions-based approach for clients and prospects Drive the full renewal process for each client from strategy to planning to execution; delegate responsibilities to others to ensure the process is progressing in a timely manner Look for opportunities with existing clients, researching their portfolios, analyzing their needs, and partnering with other resources to offer creative solutions to help them grow their business Professionally and succinctly present BMS capabilities to prospects, partnering with other BMS teams to ensure all capabilities are accurately demonstrated Strategize with internal and external clients around renewals and projects; establish what needs to be accomplished to effectively meet the clients' needs; offer creative solutions Effectively and respectfully negotiate with others to achieve client and prospect goals Facilitate annual audits Understand basic rating methodology; maintain peer studies for clients, and update, as necessary Anticipate requests and proactively supply information to clients and prospects; think of solutions that will help them meet their goals, and present relevant ideas to them proactively Complete/oversee annual actuarial work for contracts including level rate making, loss trend and development factors, and changes over time; prepare reports, and present findings Maintain or oversee client specific databases; perform quarterly, semi-annual and/or annual reviews of large data sets; analyze, manipulate, and organize data to produce desired reports and current information for clients Mentor brokers on team, sharing best practices and industry knowledge We are looking for someone with: Minimum of thirteen years experience in a broker or similar role Bachelor's Degree or equivalent experience Superior understanding of reinsurance contracts Strong understanding of catastrophe modeling process/output, actuarial process/output, and client-specific processes/output Exceptionally strong technical and analytical skills Strong understanding of AM Best rating methodology and applicability Excellent business acumen with the ability to see big picture and read cues from clients and prospects regarding their needs and act accordingly Strong level of confidence with the ability to continually push forward towards goals and objectives, even during challenging times Strong skills using Microsoft Office suite of products Excellent attention to detail with strong follow-through and follow-up skills Excellent ability to manage time, prioritize and work to deadlines; adept at multi-tasking with strong organizational skills Highly collaborative personality with ability to maintain positive client relationships; flexible to meet the needs and demands of a fast-paced work environment Ability to use initiative to research and work out problems, takes ownership for resolution Ability to effectively communicate and interact with internal and external clients and vendors through both verbal and written means with excellent listening ability Willingness and ability to mentor brokers What's in it for me? This role offers a competitive salary and exceptional benefits, including the following offerings: comprehensive medical and dental plan options for you and your dependents vision, short-and long-term disability and life insurance options 401(k) with company match employer funded health saving accounts business travel accident insurance identity theft and legal services fitness and wellness reimbursement generous leave policies, including parental leave paid holidays, volunteer days and your birthday off! opportunity to purchase equity The annual base salary range provided for this position is a nationwide marker range and represents a broad range of salaries for this role across the country. The actual salary advanced to the desired candidate will be based on a number of factors, including geographic location and the skills, education, training, credentials, and experience of the desired candidate. Employment Practices BMS is an Equal Opportunity Employer. Through our Diversity, Equity and Inclusion (DEI) vision, we are committed to 'building a culture of belonging for all, valuing diverse perspectives and embracing authenticity.' As such, we have created our 'BMS Together' program, with dedicated training, collaborative committees and intentional partnerships. BMS offers flexible and hybrid working policies and we're happy to discuss options with you upon application. Please let our team know if you require any adjustments to support you through the application process.

A leading insurance solutions provider in Chicago is seeking a Vice President, CoE Delivery Lead to drive the strategic direction of innovative business solutions. This senior leadership role requires overseeing a team and developing relationships with stakeholders. Candidates should have over 15 years of experience in the insurance industry, particularly with vendor software, and exceptional communication skills. Offering a competitive salary and a comprehensive benefits package, this role is essential for enhancing operational efficiency and supporting growth objectives. #J-18808-Ljbffr

A leading global asset management firm in Chicago is seeking a Head of Risk Management. The ideal candidate will have at least 10 years of experience in investment risk management, overseeing both financial and non-financial risks. Responsibilities include ensuring compliance with investment mandates, conducting risk reviews, and managing risk reporting. Candidates should possess strong analytical and communication skills, alongside a degree in a relevant field. This role offers a competitive salary ranging from $190,000 to $250,000 annually, with additional benefits and bonuses. #J-18808-Ljbffr

Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management. Key Responsibilities and Duties Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team. Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results. Educate and coach client-facing Wealth Management associates on TIAA's solutions and tools within the framework of TIAA's Client Engagement Model. Participate as a keynote speaker at client seminars, as needed, and join client meetings as an opportunity to coach/show‑coach client facing associates. Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client facing associates. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 9IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date 2025-12-31 Base Pay Range Base Pay Range: $160,000/yr - $170,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans). Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market‑leading retirement company fueled by world‑class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in‑office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non‑Discrimination statement is on our careers home page. And you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug‑free and smoke‑free workplace. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law EEO is the Law. Pay Transparency Philadelphia Ban the Box. #J-18808-Ljbffr

A leading insurance brokerage firm is seeking a Senior Vice President - National Excess Casualty Leader in Chicago, IL. This role requires extensive experience in casualty insurance and a proven ability to lead and develop teams. The successful candidate will drive strategic initiatives, oversee growth objectives, and work collaboratively across various functions. Strong consultative, organizational, and communication skills are essential. Competitive salary and comprehensive benefits offered. #J-18808-Ljbffr

A leading health insurance organization in Boston is seeking a Vice President of Total Rewards, HRIS, and HR Operations. This strategic role involves designing and running comprehensive total rewards strategies to attract and retain talent. Candidates should have significant experience in total rewards and HR operations, portfolio management of compensation and benefits, and leadership in HR systems. Strong analytical skills and experience in the health insurance industry are preferred. The position comes with competitive benefits and a salary range of $316,080 to $386,320. #J-18808-Ljbffr

.AVP, Middle Market Solutions, Property page is loaded## AVP, Middle Market Solutions, Propertylocations: San Francisco, CA United States of America: Home Base, CA: Home Base, ORtime type: Full timeposted on: Posted Yesterdayjob requisition id: R25\_1129With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠We are seeking a seasoned insurance professional to lead underwriting strategy and execution for a designated Line of Business (LoB). This role involves underwriting new and renewal accounts to meet financial targets, managing complex referrals, and collaborating with cross-functional teams including Market Management, Claims, and other product lines. The ideal candidate will have deep expertise in regional insurance markets, strong broker relationships, and a proven track record of underwriting profitable business.**Responsibilities and Accountabilities*** Participate in the development and execution of regional Underwriting strategy for LoB(s) and work closely with Market Management, Claims and other product lines to achieve key marketing strategies, including cross- selling* Underwrite new and renewal accounts to meet top and bottom line targets* Negotiate price and terms and conditions with producers* Proactively manage capacity Underwrite and evaluate Natural Catastrophe Accumulation, ensuring an understanding of catastrophe modeling and interpretation of scenarios (for relevant LOBs)* Ensure accurate policy documentation issued to producers or producers has issued documentation (where producer responsibility)* Ensure contract certainty is achieved on all accounts at time of inception and utilization of global pricing tools* Ensure placing and binding of FAC Reinsurance prior to policy inception* Underwrite in line with LOB governance framework - e.g. Underwriting Authorities, global MSU, Underwriting Guidelines, Rules and Principles* Proactively support completion of policy administration and credit control processes* Contribute to development and execution of regional Underwriting strategy for LoB regionally* Training, developing and coaching of less experienced staff (including Underwriters)* Proactively support acquisition of new business and retention of existing business (including client and producer negotiations where necessary)* Manage complex referrals from underwriters and spokes and re-underwrite complex business as appropriate* Develop and maintain strong relationships with key brokers and clients and other relevant stakeholders (e.g. risk managers)**Required Skills and Abilities*** 4-12 years experience in proven track record in Underwriting profitable business in LoB. Good understanding of LoB products and portfolio* 4-12 years experience in demonstrating established relationships with brokers at peer group level and established within market* 4-12 years experience in understanding of regional / local LoB insurance markets and competitor landscape**Education and Experience*** College degree preferably in Economics, Finance, Insurance Management, or Business Administration* Completion of professional insurance qualification (e.g. CII)#LI- Remote#LI- AM3For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.$148,614-$201,066* Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.* Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click to learn more on available benefits.If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our to share your preferences directly with Arch's Talent Acquisition team.14400 Arch Insurance Group Inc. #J-18808-Ljbffr

.With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.For NYC/JC: $160,000 - $200,000/year Chicago/Hartford/St. Paul: $153,000 - $193,000/year* Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.* Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click to learn more on available benefits.If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our to share your preferences directly with Arch's Talent Acquisition team.14400 Arch Insurance Group Inc.**Job Summary**With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.This leadership role will own reserving and loss analytics and results management for the Programs' book of business as well as lead multiple key processes across the Reserving and Loss Analytics department. The role requires a comprehensive line of business focus (Auto, GL, Prop, and WC) as well a close partnership with Pricing and Underwriting on industry trends, underwriting actions, and more. This role is a unique opportunity to enhance the loss analytics of the highly visible Programs' book as well as drive improvements and efficiencies across the Reserving and Loss Analytics organization.**Responsibilities*** Own Reserving and Loss Analytics for the highly visible Programs' book of business* Work in close collaboration with underwriting, pricing, claims and finance to develop a common view of the business. Work in partnership with various stakeholders to identify emerging trends that could impact results and propose corrective action in a timely manner.* Lead projects across the Reserving & Loss Analytics Team and get work done in collaboration with others.* Provide proactive insights, identify the drivers and ensure that the reserve analyses reflect any changes in the portfolio to minimize volatility and avoid surprises.* Apply innovative approaches and leading-edge tools to analyze the business. Seek opportunities to leverage advanced analytics to provide greater insights. Ensure the quality of the data and its consistent application in the reserving process.* Prioritize the work to ensure the reserving and loss analytics function is delivering analyses that is of greatest benefit to the organization.* Assume an active leadership role within Arch's actuarial community and keep abreast of new reserving methodologies, trends and product/ tort reforms and other external issues.**Skills/Experience**Level and role are flexible for a talented candidate with long-term fit and potential. Candidates will be evaluated on:* A minimum of 10 years' experience in progressively complex actuarial roles within the property and casualty insurance industry* A minimum of 5 years' experience within a Reserving function* Associate or Fellow of the Casualty Actuarial Society* Leadership: Strength and experience as a teacher, manager, peer, leader and contributor to a positive culture* Analytical and quantitative skills: theoretical foundation, work quality, productivity, creativity, ingenuity* Software skills: Excel (expert), Word, PowerPoint; SQL (expert), Power BI (preferred), database and programming skills, Snowflake knowledge (preferred), Python knowledge (preferred).* Self-sufficient with competence to progress and build comprehensive reserving models and analytic solutions.* Excellent verbal and written communication skills. Able to communicate complex technical concepts to a wide range of audiences including executive leadership and the board.* Proven expertise leading and developing actuarial teams. This individual will have experience developing high performing teams with strong technical skills and business acumen.* Experience presenting to executive management and external stakeholders.* Demonstrated experience providing proactive guidance and sought-out insights to business leaders, executive management, and other stakeholders.For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible. #J-18808-Ljbffr

A major insurance corporation in Chicago seeks a leader for Reserving and Loss Analytics. This role involves managing the Programs' book of business, working closely with underwriting and pricing to propose actionable insights. The ideal candidate will have over 10 years of experience in property and casualty insurance and 5 years specifically in reserving. Strong analytical skills and expertise in tools like SQL and Excel are essential. This position offers a competitive salary and an array of benefits. #J-18808-Ljbffr

The Assistant Vice President, Regulatory Compliance ("AVP") supports the Vice President, General Counsel and Chief Compliance Officer in promoting and fostering a culture of compliance and ethics among the employees and agents of Bankers Fidelity Life Insurance Company and/or its subsidiary(ies) (hereinafter the "Company") by collaborating with cross-functional teams and internal stakeholders to develop and implement controls, processes, policies and procedures that facilitate the identification, assessment and mitigation of the risk of non-compliance; to ensure those requirements are integrated into the fabric of the Company's business practices and procedures; and, to promote awareness and accountability at all levels of the organization. Key Responsibilities: The AVP is responsible for the activities listed below, as assigned by the Vice President, General Counsel and Chief Compliance Officer, accomplishing them either directly or by directing and supporting the activities of responsible personnel in their completion. The AVP may directly supervise full or part-time employees of the Regulatory Compliance Department or temporary staff that may be periodically retained. The AVP may frequently lead ad-hoc intra-company teams on special projects. Corporate Compliance: Ensuring corporate compliance with state and federal laws and regulations in the development, marketing, solicitation, underwriting, servicing and maintenance of all the products sold by the Company by: Drafting policy documents and ancillary forms based on the product specifications provided by the Actuarial and Sales/Marketing departments to ensure the resulting product complies with state and federal laws and regulations. Coordinating with all company department stakeholders to ensure that the codes and processes programmed into the operating system (USSI/EIS/etc.) align with the product design to properly issue and administer the policy, collect the approved premiums, and to pay benefits and commissions; and, that our systems and procedures for administering required notices and performing policy-related services are compliant with state and federal requirements. Overseeing or verifying that all policy documents and ancillary forms and sales pieces, processes and rates are filed with and approved by the appropriate state insurance department(s) as may be required, and that compliance of those products is continually maintained through subsequent filings of new forms, endorsements or amendments to bring existing forms into compliance. Coordinating with Sales/Marketing to ensure the communications, training, guidance and resources provided to the field agents comply with regulatory requirements, including fair solicitation and advertising practices, full disclosures and suitability requirements are followed. Coordinating with the Sales/Marketing and Customer Experience, Information Technology, and other departments as necessary, to ensure the Company's online presence including websites, social media accounts, electronic communications, etc. are compliant. Collaborating with department stakeholders company-wide to provide proper training, guidance and resources to ensure compliant administration of the policies that are sold. Developing and documenting auditable policies, procedures and standards: Compiling, reviewing and analyzing state and federal laws and regulations available through online legislative service, internet resources and industry organizations to develop and implement compliance programs and procedures. Monitoring regulatory developments to identifying changes in compliance requirements to then assess the impact on the company's products and operations to provide guidance and recommendations to executive leadership to ensure continuing compliance. Conducting regularly scheduled compliance audits, testing and analysis of policies, procedures, and practices to identify areas of non-compliance or operational risk: Assess the effectiveness of existing compliance controls and identify areas for improvement. Recommend action plans and remediation strategies to address identified non-compliance issues, monitoring progress towards the elected solution and ensuring timely resolution. Document audit findings, including deviations from regulatory requirements and control deficiencies, and communicate results to executive leadership in a clear and concise report. Monitoring business activities and metrics to identify anomalous areas of non-compliance or operational risk, then: Investigate to determine the root cause. Implement corrective actions to resolve the compliance issue. Develop system programs or edits to prevent the anomaly from recurring. Conduct follow-up review to ensure issues remain resolved. Supporting home office personnel in the sale and servicing of the company's products by: Providing training, education and guidance to employees on compliance policies, procedures, regulatory requirements and best practices, promoting awareness and understanding of compliance obligations. Educating and notifying home office personnel of general and state-specific product specifications and servicing requirements and providing timely updates of changes in regulatory requirements. Compiling and maintaining resource documentation to be used by all company departments on various product, process and service standards. Serving as the primary point of contact and subject matter expert for compliance-related inquiries from internal employees and agents. Serve as a primary point of contact for regulatory agencies, law enforcement and the legal community by: Researching and preparing the response to complaints received from regulatory and consumer advocacy agencies, as well as those from insureds, agents, providers and other related parties, whether communicated directly or through an attorney. Preparing and responding to regulatory inquiries, surveys, data calls and desk audits timely and thoroughly. Coordinating and participating in examinations and audits, providing support to internal stakeholders and facilitating a timely and complete response. Ensuring Company records with the state insurance departments related to biographical affidavits and registered agent records are maintained in compliance. Monitoring the progress and completion by staff members responding to subrogation and third-party subpoenas. If an instance of non-compliance is discovered during the course of research, the AVP will identify and implement any corrective action necessary. Participating in activities related to the Company's anti-fraud, anti-money laundering, HIPAA privacy and Gramm-Leach Bliley compliance programs by: Compiling, reviewing and analyzing state and federal laws and regulations available through the online legislative service, internet resources and industry organizations to develop, implement, and maintain compliant programs and procedures. Directing and facilitating the investigation and reporting of fraud perpetuated by insureds, agents, providers, vendors and unidentified actors against the company to the appropriate regulatory and law enforcement agencies. Developing and maintaining the Company's written program documentation for its Anti-Fraud, Anti-Money Laundering, and HIPAA Privacy compliance programs; staying abreast of regulatory developments affecting the programs and industry best practices and solutions for the required personnel training programs as required by state and federal laws and regulations. Monitoring the results of the Company's OFAC sweeps, evaluating any persons or entities that receive a positive indication and taking any appropriate actions. Directing and participating in various other areas of compliance, including but not limited to: Monitor and stay abreast of regulatory development and industry trends affecting insurance products and services and provide guidance and recommendations to executive leadership and senior management on compliance implications and potential business opportunities. Participate in cross-functional projects and initiatives aimed at enhancing product innovation, customer experience, operational efficiency and competitive positioning while maintaining compliance. Assisting executive leadership and senior management in the identification and purchase of insurance companies and/or blocks of business and utilize experience to help coordinate the activities necessary to install the company or policy block onto our system platforms. Assisting, as directed by the Vice President, General Counsel and Chief Compliance Officer with the initiation of or response to lawsuits; coordinating the gathering of materials from internal stakeholders, and serving as a liaison between the Company, outside counsel and opposing counsel. Coordinate with outside counsel on the filing and renewal of trademark and/or patent applications for the company's intellectual and branded property. Identifying patterns and trends that necessitate the performance of audits of agent records and activities to ensure compliant business practices. Assisting personnel in other departments by answering questions based on knowledge of product specifications, system information and state and federal laws and regulations. Coordinating with and/or assisting other company departments with special non-recurring research to support system and process review and/or investigative projects. Qualifications: A bachelor's degree or equivalent industry experience in law, business, finance, accounting, or a related field. A professional certification or license in compliance, such as Certified Compliance and Ethics Professional (CCEP) or Certified Regulatory Compliance Manager (CRCM), LOMA Fellow, Life Management Institute (FLMI) and/or LOMA Associate, Insurance Regulatory Compliance (AIRC) designation or equivalent industry-specific educational program designations a plus. A minimum of 3-5 years of experience in compliance, risk management, audit, or a similar function. Strong understanding of life and health insurance products; experience in policy form drafting Proficiency with SERFF and I-File filing tools and prior experience working with state regulars desired. Thorough knowledge and understanding of the applicable laws, regulations, policies, and standards in the relevant industry or sector. A high level of integrity, ethics, and professionalism. Excellent communication, presentation, and interpersonal skills. Ability to work independently and collaboratively in a fast-paced and dynamic environment Impeccable attention to detail and the ability to organize materials and information in a logical format to facilitate understanding by many people of varying departmental backgrounds. Strong research capabilities and the ability to assess and analyze the meaning and relativity of the research gathered, and to make a logical determination of a solution within product parameters, regulatory requirements and company policy and procedure. Skills: Communication: Must be able to read, write and speak English. Must possess excellent written and oral communication skills to work collaboratively across departments. Problem-Solving: Ability to identify compliance risks, propose solutions, and support the business in implementing changes. Time Management: Must be able to manage multiple tasks, meet deadlines, and adapt to changing priorities. Possess the ability to balance multiple changing demands on a daily basis while maintaining focus and executing long-term strategic plans. Reasoning Ability: Must have excellent research and analytical skills, with the ability to interpret and communicate complex regulations. Strong analytical, problem-solving, and decision-making skills. Stakeholder Management: Ability to manage and collaborate with multiple stakeholders, including team members and executives Organizational Skills: Must be able to organize materials and information in a logical format to facilitate understanding and access companywide. Technical Proficiency: Must be proficient in Microsoft Office Suite and compliance management software. Must be able to perform effective internet searches for data and information. Must possess basic computer skills and knowledge that enable the ability to learn and efficiently utilize different electronic systems, such as the company's imaging system IMAGERIGHT, USSI, EIS and outside filing systems such as FilingRamp, SERFF (NAIC) and I-File (Florida). Mathematical Skills: Must be able to perform basic mathematical functions. Work Environment / Physical Requirements: The work environment is a standard office setting with typical office equipment. This role involves professional collaboration with colleagues and clients. Responsibilities may involve extended periods of sitting, occasional walking between departments or meeting rooms, and periodic standing, reaching, stooping, and lifting office items weighing up to 25 pounds.

A global investment leader in San Francisco is seeking an experienced industry coverage analyst. This role entails covering leveraged loans and high yield investments, with key responsibilities in underwriting, monitoring investments, and ESG analysis. Candidates should have a minimum of 5 years' experience and preferably a degree, along with strong analytical and communication skills. A collaborative team environment is emphasized, making this a unique opportunity for skilled professionals aiming to impact investment strategies significantly. #J-18808-Ljbffr

Job Family Marketing - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary The Senior Director will lead a distributed team of meeting and event professionals focused on end to end planning and oversight of high quality meeting and event experiences. This person is expected to personally apply creativity and expertise to the design and execution of high level stakeholder experiences, dinners, client meetings, and national sales incentive trips. This role requires a professional with extensive event experience, strong vendor management capabilities, and networked relationships to Philadelphia's top-tier hospitality and dining venues. Core Responsibilities: Provide leadership and strategic direction in planning and executing high-impact executive meetings, dinners, and hospitality events at both local and national levels Cultivate and maintain strong relationships with premier venues and renowned chefs in the Philadelphia area to deliver exceptional event experiences Design and manage top tier sales incentive travel programs that drive performance and reward top talent Oversee the development and execution of internal Company sales conferences, C-suite management events, and in-person executive town halls Lead internal event planning team and manage key external partners to ensure seamless execution Ensure all events consistently reflect brand standards and compliance expectations Apply critical thinking and sound judgement to navigate and resolve unexpected circumstances as they arise with professionalism and agility Qualifications: Provide leadership and strategic direction in planning and executing high-impact executive meetings, dinners, and hospitality events at both local and national levels Cultivate and maintain strong relationships with premier venues and renowned chefs in the Philadelphia area to deliver exceptional event experiences Design and manage top tier sales incentive travel programs that drive performance and reward top talent Oversee the development and execution of internal Company sales conferences, C-suite management events, and in-person executive town halls Lead internal event planning team and manage key external partners to ensure seamless execution Ensure all events consistently reflect brand standards and compliance expectations Apply critical thinking and sound judgement to navigate and resolve unexpected circumstances as they arise with professionalism and agility Preferred Qualifications: Certified Meeting Professional (CMP), CMM or similar credentials Financial services background Experience with Industry Associations Strong travel and entertainment industry connections in Philadelphia; knows the local scene and has relationships with preferred access Experience managing high-level stakeholders and incentive travel Working Conditions: * Hybrid office environment in Philadelphia * Moderate travel This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * College Coach Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Reports To Chief Financial Officer Compensation $175,000 - $200,000 salary + Bonus Eligible Who we are Lynx delivers modular, open standards-based software solutions that redefine the economics of developing, deploying, and maintaining high assurance, mission critical edge platforms. These secure edge computing solutions are designed to drive innovation and operational excellence in today's most demanding environments. From advancing aerospace and defense capabilities to transforming commercial and industrial systems, Lynx collaborates across a wide range of industries, including automotive, medical, and critical infrastructure, to deliver tailored, high assurance solutions aligned with specific mission and operational requirements. Our key products and services LYNX MOSA.ic: A software platform that can include a LYNX safety-critical real-time operating system. MOSA.ic's modular design provides robust support for multicore processing. It allows different operating systems and applications of different criticality levels to be run on separate cores for improved performance, reliability, and security. CoreSuite 2.0: A suite of graphics libraries and tools that enable GPU hardware acceleration for both graphics and "GPU Compute", supporting applications such as machine learning and AI processing in edge devices. MOSA.ic.SCA and Vigiles, tools that provide Software Bill of Materials (SBOM) and Common Vulnerabilities Exposure (CVE) management for embedded Linux-based and other applications. Software development services for high-reliability applications that can include initial setup of a "DevSecOps" development environment, software application development, and long-term product lifecycle management. Position Summary The Director, FP&A is a key member of the Lynx finance team and is responsible for overseeing the financial planning, analysis, and reporting functions for Lynx and its affiliated companies. Working closely with the Chief Financial Officer, FP&A Manager, Private Equity team and other functional leaders across go-to-market, delivery, R&D, HR, and other support functions. The Director, FP&A executes critical financial processes including weekly revenue forecasting, monthly financial reporting and analysis, annual planning and budgeting, forecasting, and KPI tracking and reporting. This position will play an integral role in helping Lynx achieve its strategic goals by leveraging Lynx's business applications to improve operational visibility and business intelligence and contributing to merger & acquisition activities. Responsibilities Develop a monthly and weekly cadence for various forecasts and financial performance reports Communicate performance and budgets with business leaders Prepare monthly financial reporting packages for management and external stakeholders Play an integral finance role with the company's merger & acquisition activities, managing the consolidation of financials and modeling Execute the development of Lynx's annual budget and periodic forecasts; manage these processes and support stakeholder participation and engagement to meet planning deadlines Evaluate vendors and oversee the implementation of the company's financial planning and reporting software application in Netsuite; ensure users are trained to use the application effectively Perform analysis of key business data and drivers, present findings and provide recommendations Update weekly revenue forecast, identifying changes in assumptions or opportunities Prepare financial slides for quarterly board deck Implement Quarterly Business Review process between FP&A team and executive management team Work closely with the Sales & Product teams to analyze operational performance and trends Provide ad hoc financial analysis to support data-driven business decisions Participate in merger & acquisition activities, including due diligence, financial modeling, and integration Participate in the annual commission planning process and implementing commission tool integrated with Netsuite and Salesforce Participate in the determination of Professional Services consulting rates for government contracts - for both cost-plus models and commercial models Qualifications and Requirements 10+ years of progressive finance & accounting experience; experience in a high-growth environment and M&A is preferred Bachelor's degree in finance, business or equivalent; MBA preferred Private Equity backed company experience is a must have Experience with Adaptive Planning, Netsuite and Salesforce preferred Demonstrated experience building complex financial models and providing financial analysis; very strong Excel skills are required Attention to detail and ability to maintain accuracy while working with large datasets Ability to work cross-functionally with other teams in a remote environment Ability to work to deadlines with quick turnarounds Demonstrated experience executing budgeting and forecasting processes, working cross-functionally with key stakeholders Experience presenting and communicating at the senior leadership level Experience with consolidations, foreign subsidiaries and multiple entities is required Practical hands-on experience in a fast-paced, rapidly growing, and evolving business environment Experience in software industry, professional services businesses or government subcontracts is a plus Sound Exciting? Low-cost Medical / Dental / Vision coverage options 401K with generous employer match Responsible Paid Time Off + 11 Paid Holidays Remote work opportunities based on role Employee Assistance Program (EAP) Career growth and professional development opportunities All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. #J-18808-Ljbffr

Reports To Chief Financial Officer Compensation $175,000 - $200,000 salary + Bonus Eligible Who we are Lynx delivers modular, open standards-based software solutions that redefine the economics of developing, deploying, and maintaining high assurance, mission critical edge platforms. These secure edge computing solutions are designed to drive innovation and operational excellence in today's most demanding environments. From advancing aerospace and defense capabilities to transforming commercial and industrial systems, Lynx collaborates across a wide range of industries, including automotive, medical, and critical infrastructure, to deliver tailored, high assurance solutions aligned with specific mission and operational requirements. Our key products and services LYNX MOSA.ic: A software platform that can include a LYNX safety-critical real-time operating system. MOSA.ic's modular design provides robust support for multicore processing. It allows different operating systems and applications of different criticality levels to be run on separate cores for improved performance, reliability, and security. CoreSuite 2.0: A suite of graphics libraries and tools that enable GPU hardware acceleration for both graphics and "GPU Compute", supporting applications such as machine learning and AI processing in edge devices. MOSA.ic.SCA and Vigiles, tools that provide Software Bill of Materials (SBOM) and Common Vulnerabilities Exposure (CVE) management for embedded Linux-based and other applications. Software development services for high-reliability applications that can include initial setup of a "DevSecOps" development environment, software application development, and long-term product lifecycle management. Position Summary The Director, FP&A is a key member of the Lynx finance team and is responsible for overseeing the financial planning, analysis, and reporting functions for Lynx and its affiliated companies. Working closely with the Chief Financial Officer, FP&A Manager, Private Equity team and other functional leaders across go-to-market, delivery, R&D, HR, and other support functions. The Director, FP&A executes critical financial processes including weekly revenue forecasting, monthly financial reporting and analysis, annual planning and budgeting, forecasting, and KPI tracking and reporting. This position will play an integral role in helping Lynx achieve its strategic goals by leveraging Lynx's business applications to improve operational visibility and business intelligence and contributing to merger & acquisition activities. Responsibilities Develop a monthly and weekly cadence for various forecasts and financial performance reports Communicate performance and budgets with business leaders Prepare monthly financial reporting packages for management and external stakeholders Play an integral finance role with the company's merger & acquisition activities, managing the consolidation of financials and modeling Execute the development of Lynx's annual budget and periodic forecasts; manage these processes and support stakeholder participation and engagement to meet planning deadlines Evaluate vendors and oversee the implementation of the company's financial planning and reporting software application in Netsuite; ensure users are trained to use the application effectively Perform analysis of key business data and drivers, present findings and provide recommendations Update weekly revenue forecast, identifying changes in assumptions or opportunities Prepare financial slides for quarterly board deck Implement Quarterly Business Review process between FP&A team and executive management team Work closely with the Sales & Product teams to analyze operational performance and trends Provide ad hoc financial analysis to support data-driven business decisions Participate in merger & acquisition activities, including due diligence, financial modeling, and integration Participate in the annual commission planning process and implementing commission tool integrated with Netsuite and Salesforce Participate in the determination of Professional Services consulting rates for government contracts - for both cost-plus models and commercial models Qualifications and Requirements 10+ years of progressive finance & accounting experience; experience in a high-growth environment and M&A is preferred Bachelor's degree in finance, business or equivalent; MBA preferred Private Equity backed company experience is a must have Experience with Adaptive Planning, Netsuite and Salesforce preferred Demonstrated experience building complex financial models and providing financial analysis; very strong Excel skills are required Attention to detail and ability to maintain accuracy while working with large datasets Ability to work cross-functionally with other teams in a remote environment Ability to work to deadlines with quick turnarounds Demonstrated experience executing budgeting and forecasting processes, working cross-functionally with key stakeholders Experience presenting and communicating at the senior leadership level Experience with consolidations, foreign subsidiaries and multiple entities is required Practical hands-on experience in a fast-paced, rapidly growing, and evolving business environment Experience in software industry, professional services businesses or government subcontracts is a plus Sound Exciting? Low-cost Medical / Dental / Vision coverage options 401K with generous employer match Responsible Paid Time Off + 11 Paid Holidays Remote work opportunities based on role Employee Assistance Program (EAP) Career growth and professional development opportunities All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. #J-18808-Ljbffr

Reports To Chief Financial Officer Compensation $175,000 - $200,000 salary + Bonus Eligible Who we are Lynx delivers modular, open standards-based software solutions that redefine the economics of developing, deploying, and maintaining high assurance, mission critical edge platforms. These secure edge computing solutions are designed to drive innovation and operational excellence in today's most demanding environments. From advancing aerospace and defense capabilities to transforming commercial and industrial systems, Lynx collaborates across a wide range of industries, including automotive, medical, and critical infrastructure, to deliver tailored, high assurance solutions aligned with specific mission and operational requirements. Our key products and services LYNX MOSA.ic: A software platform that can include a LYNX safety-critical real-time operating system. MOSA.ic's modular design provides robust support for multicore processing. It allows different operating systems and applications of different criticality levels to be run on separate cores for improved performance, reliability, and security. CoreSuite 2.0: A suite of graphics libraries and tools that enable GPU hardware acceleration for both graphics and "GPU Compute", supporting applications such as machine learning and AI processing in edge devices. MOSA.ic.SCA and Vigiles, tools that provide Software Bill of Materials (SBOM) and Common Vulnerabilities Exposure (CVE) management for embedded Linux-based and other applications. Software development services for high-reliability applications that can include initial setup of a "DevSecOps" development environment, software application development, and long-term product lifecycle management. Position Summary The Director, FP&A is a key member of the Lynx finance team and is responsible for overseeing the financial planning, analysis, and reporting functions for Lynx and its affiliated companies. Working closely with the Chief Financial Officer, FP&A Manager, Private Equity team and other functional leaders across go-to-market, delivery, R&D, HR, and other support functions. The Director, FP&A executes critical financial processes including weekly revenue forecasting, monthly financial reporting and analysis, annual planning and budgeting, forecasting, and KPI tracking and reporting. This position will play an integral role in helping Lynx achieve its strategic goals by leveraging Lynx's business applications to improve operational visibility and business intelligence and contributing to merger & acquisition activities. Responsibilities Develop a monthly and weekly cadence for various forecasts and financial performance reports Communicate performance and budgets with business leaders Prepare monthly financial reporting packages for management and external stakeholders Play an integral finance role with the company's merger & acquisition activities, managing the consolidation of financials and modeling Execute the development of Lynx's annual budget and periodic forecasts; manage these processes and support stakeholder participation and engagement to meet planning deadlines Evaluate vendors and oversee the implementation of the company's financial planning and reporting software application in Netsuite; ensure users are trained to use the application effectively Perform analysis of key business data and drivers, present findings and provide recommendations Update weekly revenue forecast, identifying changes in assumptions or opportunities Prepare financial slides for quarterly board deck Implement Quarterly Business Review process between FP&A team and executive management team Work closely with the Sales & Product teams to analyze operational performance and trends Provide ad hoc financial analysis to support data-driven business decisions Participate in merger & acquisition activities, including due diligence, financial modeling, and integration Participate in the annual commission planning process and implementing commission tool integrated with Netsuite and Salesforce Participate in the determination of Professional Services consulting rates for government contracts - for both cost-plus models and commercial models Qualifications and Requirements 10+ years of progressive finance & accounting experience; experience in a high-growth environment and M&A is preferred Bachelor's degree in finance, business or equivalent; MBA preferred Private Equity backed company experience is a must have Experience with Adaptive Planning, Netsuite and Salesforce preferred Demonstrated experience building complex financial models and providing financial analysis; very strong Excel skills are required Attention to detail and ability to maintain accuracy while working with large datasets Ability to work cross-functionally with other teams in a remote environment Ability to work to deadlines with quick turnarounds Demonstrated experience executing budgeting and forecasting processes, working cross-functionally with key stakeholders Experience presenting and communicating at the senior leadership level Experience with consolidations, foreign subsidiaries and multiple entities is required Practical hands-on experience in a fast-paced, rapidly growing, and evolving business environment Experience in software industry, professional services businesses or government subcontracts is a plus Sound Exciting? Low-cost Medical / Dental / Vision coverage options 401K with generous employer match Responsible Paid Time Off + 11 Paid Holidays Remote work opportunities based on role Employee Assistance Program (EAP) Career growth and professional development opportunities All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. #J-18808-Ljbffr

Hi, we're Oscar. We're hiring a Senior Manager, Chart Review to join our Payment Integrity team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family. About the role: The Senior Manager, Chart Review leads and oversees Oscar's internal pre-payment chart review program, setting and holding the team accountable to performance, and develops strategic plans to achieve outcomes. The Senior Manager plays a critical role in the overall claims improvement apparatus by providing leadership, structure and organization, including coaching and developing direct reports, in order to enable the team's success. This person supports our teams in driving a best-in-class, service-focused operation by designing, guiding and assessing the effectiveness of the use of operational frameworks and ideologies. You will report into the Vice President, Payment Integrity. Work Location: This position is based in our New York City office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $123,372 - $161,925 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: Lead, oversee, and grow Oscar's internal pre-payment chart review program. Lead a team to efficiently manage production inventory issues, ensuring achievement of production and quality targets. Anticipate, overcome, and prevent recurrence of complex problems and roadblocks in an efficient and effective manner. Establish routines that foster cross-functional collaboration with technology and data science teams to enhance chart review Key Performance Indicators (KPIs): hit rate, change rate, and other productivity metrics. Develop and implement standard Payment Integrity policies and procedures Drive ideation of payment integrity opportunities Participate in governance committee activities to ensure alignment with internal stakeholders & business decisions. Translate a strategic vision for the team and outline clear and measurable performance metrics / KPIs. Coach, develop and lead a team to achieve identified outcomes. Provide leadership in complex, cross-functional initiatives focused on claims improvement. Manage a portfolio of initiatives and deliverables and proactively identify areas of opportunity to improve key performance indicators. Compliance with all applicable laws and regulations Other duties as assigned Requirements: 6+ years experience in operations, data analytics and/or consulting within healthcare 6+ years of experience analyzing data to solve complex operational business problems 3+ years of experience leading an operations production team 3+ years experience designing, implementing and improving business workflows Ability to execute on multiple high priority projects within tight deadlines Bonus points: Medical coding certification through AAPC (CPC, COC) or AHIMA (CCS, RHIT, RHIA) Process Improvement or Lean Six Sigma training, certification Experience with healthcare claims processing Experience managing in a healthcare claims organization Experience using SQL This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.