Sr Data Analyst
Hybrid: 4 days onsite and one day working from home each week.
Compensation: 85-105K Salary + Benefits
A $150 million national consumer business based in Nashville with 400 employees is hiring a talented Senior Data Analyst to join their team. Working within the Finance Team and reporting to the Director, the Data Analyst will be a strategic partner with operations, marketing, product, and other internal teams to provide data analytics and dashboards using Tableau to drive business decisions.
The Data Analyst will collaborate with the data engineering team to identify necessary raw data (customer activity, demographics, location performance, product performance) for providing accurate real-time insights to internal departments to improve services and revenue growth. This role will play an integral role in operational decisions by proactively analyzing and interpreting data to provide data-driven insights and recommendations.
Provide data-driven insights and analysis for operations, marketing, and products
Develop and maintain business dashboards, translating data into actionable visualizations
Manage reporting and analysis including KPIs, performance dashboards, and operation trackers
Review data to identify key trends in performance, utilization, and customer demographics/segmentation
Requirements
Bachelor's degree in Business
2+ years of experience in data mining, statistical analysis, and modeling
Must be located in the Nashville Metro Area
Experience building reports and dashboards using Microsoft Excel (Modeling) and Tableau
Intermediate SQL knowledge preferred
Advanced proficiency in Microsoft Office (including Excel modeling)
Experience analyzing large datasets to identify trends
Green Card or US Citizenship (required)
Must live in the Nashville area or be able to relocate within 3 weeks of offer
Wanted - Business/Market Analysts & Startup Founders (OPT/F-1 Friendly)
Remote Job
Ivy Entrepreneurs & Ivy E Labs is an Launch Accelerator focused on Education/Mentoring based in Greenwich & NYC, with flexibility for remote work. The Ivy E program helps individuals develop or refine new venture ideas and pitch to an investor pool for seed funding. Founded by a serial entrepreneur and entrepreneurship lecturer at Columbia University,
Ivy Entrepreneurs offers F-1/OPT friendly opportunities to launch a business or contribute to Ivy E Labs.
Role Description
We are looking for those who want to join the team either as a:
Business Analyst / Market Researcher at Ivy Entrepreneurs
Startup Founder at Ivy E Labs
Business Analyst roles involve analyzing startup opportunities, conducting pre-market research, marketing and helping grow Ivy Entrepreneurs communicating effectively within the founder and team.
Startup Founders will focus on ideation, launching and scaling their business. More details to be given in the initial interview.
While the position is based in Greenwich/NYC, remote work is accommodated.
Qualifications
SMART & FUN & Want a Work Life Balance
Like to Observe, Question, Experiment, Network & Associate - "Innovator's DNA"
Analytical Skills, Business Analysis
Strong Communication Skills (Foreign Language Skills a Plus)
Ability to create detailed business documentation, spreadsheets and reports
Experience in startup environments or entrepreneurial ventures
Familiarity with technology strategy development and MVP prototyping
Flexibility and adaptability in a fast-paced, innovative setting
Bachelor's degree required (Graduation in Dec/Jan 24 is OK)
F-1 Visa Holders and OPT Eligible (STEM & Non-STEM) - STRONGLY ENCOURAGE TO APPLY!
A leading organization in the manufacturing sector in Northwest Houston is seeking a skilled and motivated FP&A Analyst to join our team. This newly created position due to growth offers the opportunity to contribute to key financial planning and analysis processes. The role requires a blend of analytical and accounting expertise and involves working closely with senior leadership and cross-functional teams. This is the only FP&A Analyst for North America and will grow into a position with direct reports within two years.
Job Title: Financial Planning & Analysis (FP&A) Analyst
Reports To: Vice President of Finance
Industry: Machinery Manufacturing
Revenue: $100M
Ownership: This is a private company that is expected to go public in three years.
Compensation: Up to $120k annually, based on experience
Benefits: 401(k) with generous matching and immediate vesting, Profit sharing at 3%, 3 weeks of PTO, plus 10 paid holidays and 2 floating holidays, Comprehensive medical, vision, and dental benefits, Tuition reimbursement for professional development opportunities
Schedule: Onsite Monday-Thursday; flexible remote work on Fridays
Location: Northwest Houston, TX (77064)
JOB DUTIES:
Develop and implement goals, policies, and procedures for financial management, forecasting, and budgeting.
Plan and oversee the monthly close process and report financial results.
Lead quarterly forecast submissions, annual budget preparation, and presentations to leadership.
Prepare and report weekly flash updates, rolling forecasts, and ad hoc financial schedules.
Conduct variance analysis and commentary on P&L and balance sheet categories.
Build and analyze financial models to support decision-making processes.
Provide support for financial reporting systems and ERP tools as needed.
Partner with the leadership team on special projects, presentations, and financial analysis.
Continuously seek opportunities to improve processes and maintain high standards of accuracy.
JOB QUALIFIERS:
Education: A bachelor's degree in finance or accounting is required.
Experience: Minimum of 5+ years in financial planning and analysis, preferably in a manufacturing environment.
Industry: Manufacturing industry experience is highly preferred.
Experience in commercial finance and working within a multinational corporate structure is preferred.
Expertise in modeling, forecasting, and financial consolidations.
Strong proficiency in Excel and familiarity with tools like Hyperion, Smartview, or similar.
Strong computer skills, including ERP (IFS, SAP, Oracle) and advanced Excel Skills required, and Power BI+
Excellent communication and presentation skills, with the ability to interact confidently with leadership.
**We encourage you to apply if you have a strong background in commercial finance, even if you lack extensive experience in Financial Planning and Analysis (FP&A). Candidates with 2+ years of experience in FP&A are also welcome to apply. The Vice President of Finance will provide training and mentoring.
If you are a results-driven finance professional looking to contribute to a growing team and thrive in a dynamic manufacturing environment, we'd love to hear from you!
Monarch Talent Solutions is a values-driven boutique recruitment firm specializing in direct hire accounting, finance, and human resources positions throughout the metro Houston, TX, area. Positions include, but are not limited to, Chief Financial Officer, Chief Accounting Officer, Director of Accounting, VP of Accounting, Controller, Assistant Controller, Accounting Manager, Accounting Supervisor, Finance Manager, FP&A Manager, Treasurer, Senior Accountant, Senior Financial Analyst, Director of Human Resources, and Human Resources Manager.
Founded in 2020, Monarch Talent Solutions is committed to helping clients and candidates with career opportunities by simply being relatable. Recruitment doesn't need to be so transactional, and with our humanized approach and discipline, we are committed to redefining your recruitment experience with transparency, honesty, and integrity.
Stay current with the Houston job market, including career opportunities, market trends, job search tips, and more, by following Monarch on LinkedIn here: *************************************************************
At Monarch, we put humanity back into hiring.
Full-time
Introduction
General Index (GX) is a commodity benchmark provider based on data not journalism. We produce over 3,000 daily energy prices (in crude oil & refined products, biofuels, hydrogen and carbon markets) which are calculated algorithmically using detailed methodologies from thousands of trades collated from 170+ data partners, meaning they are robust, consistent and compliant with IOSCO and FCA requirements.
Backed at Series A by Chalfen Ventures and 20VC (Harry Stebbings), GX has an experienced team with proven leadership -as well as a rapidly growing customer and partner base - including ExxonMobil, Bloomberg, Shell, Mattel, TotalEnergies, Snowflake, BP, BeZero and ICE.
With offices in London, Krakow, Houston and Singapore, GX continues to build our team and we are now looking for a Market Analyst to own and deliver daily benchmark creation for specific markets within a quality-controlled way and in line with GX methodology.
About the role:
· Participate and ensure GX Data supports the global energy transition
· Produce daily benchmarks for assigned markets
· Develop/maintain dialogue with traders/brokers and other relevant markets.
· Support the Sales team to “socialise” GX Data in the Market and encourage its adoption/utilization.
Opportunity to develop:
· Expertise in commodity markets, towards gaining subject-matter expertise and “thought leadership” credentials within those markets
· Play a bigger role in ensuring GX data supports the global energy transition
· Develop/strengthen programming skills to drive forward the GX mission to make energy benchmark creation truly “tech native”
· Play a role in the wider mission of encouraging the market to adopt GX benchmarks
About you:
· You have an interest in commodities, energy and/or financial markets or previous work and/or study experience
· Your accuracy and attention to detail are exceptional
· You will have a high level of numerical ability
· You have a proficiency working in Excel
· Some coding skills ability - python ideal
· Naturally curious and solution driven
· Strong communication skills and the confidence and ability to present and articulate a topic clearly.
You offer GX:
· A relevant degree /level of study demonstrating this numerical ability, high attention to detail and proficiency in excel.
· You can demonstrate clearly your interest within the energy sector
· The ability to continue to learn and commitment.
· A confidence and ease with your communication and presenting style
· An understanding and interest in GX and it's mission.
We offer:
· This position is full-time office-based role (with the option to work from home on Fridays)
· Competitive base salary
· Private healthcare and Dental support
· 401k plan
· Mentoring support
· Structured development, with a track record of internal promotions.
· Regular off sites and team socials, with a positive and high-energy culture.
Don't meet all the requirements? At GX we believe that professional development happens through teaching and learning from your peers and managers. Even if you're uncertain about whether you have the experience we're looking for, please apply if this position sparks your curiosity and you have a real interest or passion in what we are doing.
A diversity of identity, perspective, and experience makes us stronger. We welcome you to apply to GX regardless of your background, age, gender, ethnicity, orientation, or ability.
Epic PB Analyst
Remote Job
What you will find ...
100% REMOTE for AZ, CA, CO, FL, GA, MN, NV, OR, TX, WA, & WI
exceptional benefits (pension plan options)
top ranked hospital in the U.S.
What you will do ...
build Epic PB | Professional Billing
implement Epic PB charging
credit workqueues & retro adjudication
Epic PB claims & remittance
Wish list ...
3+ years of Epic PB | Professional Billing build
REQUIRED Epic PB | Professional Billing certification
Epic PB charging implementations
credit workqueues, & retro adjudication
Epic PB claims & remittance preferred
Epic security a big plus
Equipment Data Coordinator
Remote Job
Job Title: Equipment Data Coordinator
Helpful Tip: If you include a cover letter on why you want to learn more about manufacturing machinery & equipment, that will be very helpful to your application.
Company Overview: Founded in 1924, Surplus Record is the premier online marketplace for buying and selling used and surplus industrial equipment. With a trusted reputation spanning over 100 years, we connect buyers and sellers in industries ranging from machinery manufacturing to power generation. Our online platform & printed magazine specializes in used machinery, electrical equipment such as motors, transformers, circuit breakers to air compressors, saws, grinders, hydraulic presses and more.
Job Description: Surplus Record is seeking an Equipment Data Coordinator to join our team. This position is essential to maintaining the quality and accuracy of equipment listings on our platform. The Equipment Data Coordinator plays a key role in reviewing, refining, and categorizing machinery listings from customers to ensure they are properly displayed on our website. The role involves analyzing data, reworking listing titles for clarity and detail, mapping listings to appropriate equipment categories, and importing them into our database.
This is not a basic data entry role; it requires critical thinking, attention to detail, and the ability to learn and identify various machinery types. Proficiency in Excel and a willingness to understand the nuances of industrial equipment are essential. Training will be provided to help you develop the expertise needed to accurately identify and categorize machinery based on customer descriptions and photos.
Key Responsibilities:
Review and clean data submitted by equipment dealers to ensure accurate and categorized listings.
Utilize online searches and AI tools to enhance database quality.
Collaborate with the sales team to develop new categories and SEO terms for existing and new equipment categories based on data you work with.
Manage and monitor automation processes for adding equipment to the database, ensuring correct formatting, and accurate photos and descriptions.
Map listings to appropriate equipment categories in our database by analyzing data and photos.
Work independently and creatively to build continuous improvement of marketing operations with the Advertising team.
Using Excel for mass imports and changes utilizing excel formulas to mass clean data.
Qualifications:
Bachelor's degree in Communications, Technical Writing, Marketing, Advertising, Business, or related fields.
2+ years of experience in operations, data analysis, or marketing preferred.
Proficiency with Excel (ie: Vlookup formula, for example)
Knowledge of industrial, manufacturing, or equipment auctions is a plus.
Strong organizational skills and the ability to manage multiple tasks effectively.
Eagerness to learn and grow with one of the most well-known and established industrial marketing & advertising firms in the world.
Salary: $45k - $50k paid hourly + Yearly Bonus up to 10% of wages earned.
If you have a keen eye for detail, enjoy working with data, and are excited to learn about the manufacturing world, we'd love to hear from you! **NOTE** Job is currently on-site in our Chicago office. Company does offer up to 12 days a year to Work Remotely after 1 year. We also offer flex hours where you can choose hours you want to be in the office for**
Pricing Analyst
Remote Job
Purpose and Scope:
Position will be responsible for preparing cost and price proposals of medium to high complexity utilizing the principles of cost accounting standards and the Company's Estimating System. This includes working in a close team environment with the capture/proposal teams to develop pricing strategies, identifying risks, interpreting solicitation requirements, and calculating profit and loss statements for each proposal. This person gathers cost data and studies which provide detailed cost information used in developing proposals and conducts proposal peer reviews. This position will be required to effectively achieve results with minimal supervision. This is a remote position, but the candidate needs to reside near one of their offices in Chantilly, VA; Ft. Worth, TX; or Las Vegas, NV to work on-site for certain proposals and meetings (10-20% travel required). US citizenship is required.
Principal Accountabilities
Oversees cost/price volume responses for medium to complex proposals with minimal supervision
Prepares cost models, cost narratives and any other cost/price volume requirements
Ensures compliance with the estimating system manual as well as other policies and procedures
Performs quality assurance reviews to ensure that cost/price volume components are accurate and responsive to solicitation requirements
Develops and implements proposal strategies for achieving company objectives
Provides pricing guidance and support, as required, to field personnel performing pricing related activities
Acts as a mentor, coordinating and directing other members of the pricing staff on larger complex proposals
Interfaces with Operations, Business Development and Functional Support groups to obtain/develop data necessary for developing prices or other components of a cost/price volume
Product Pricing Manager
Remote Job
Mile Auto
Atlanta, Georgia
Thank you for considering Mile Auto as your next place of employment. Mile Auto is a pay-per-mile car insurance company designed for lower mileage drivers. We believe people deserve fairness, transparency, and privacy, which is why our customers only pay for the miles they drive, and their driving habits are not tracked by invasive apps or devices.
In this position, you will play a key role in driving innovation, developing scalable processes, and continuously enhancing our best-in-class insurance product within a fast-paced, rapidly growing startup environment. You'll be at the forefront of strategic decision-making and be able to contribute valuable insights to our team. We own and operate on two fronts. We have Mile Auto and Porsche Auto Insurance. This position will cover all facets of product and pricing for both Mile Auto and Porsche Auto Insurance.
About Us
Mile Auto has been recognized as one of Atlanta's fastest growing private companies and ranked #276 by Inc. 5000. We are a fun, family-oriented team, with a passion for privacy and customer value.
Responsibilities
Act as a product/pricing line expert maintaining a thorough knowledge of product features and benefits.
Oversee the evaluation of quarterly rate level indications, collaborating with other Product team members on pricing strategies.
Conduct rate reviews and create filings as necessary.
Analyze and monitor insurance product performance to make data-based decisions regarding underwriting, coverage, and pricing.
Foster competitive intelligence through monitoring of competitor activities as well as industry product trends.
Monitor compliance issues at the state level.
Build relationships with insurance departments and legislators.
Job Requirements
Bachelor's degree in economics, finance, engineering, math/actuarial science or another related field
4+ years of Property & Casualty experience. (Personal lines and auto experience strongly preferred).
Exceptional analytical, quantitative, and problem-solving skills with a deep intellectual curiosity.
A knack for identifying trends, communicating results, and taking action.
Self-motivated and detail oriented, with excellent written and verbal communication skills.
Proficiency in Excel, SAS, VBA, SQL, R, Python, or other comparable programming languages.
Experience in off balance and indication processes as well as other actuarial projects.
Benefits:
· Highly competitive pay commensurate with experience.
· Employee stock Option plan for all full-time team members.
· 401k
· Remote work flexibility
Please send Resume to *************************
Financial Analyst [77020]
Remote Job
Onward Search is a specialized staffing and talent solutions company that helps professionals find top jobs with the nation's leading brands. We are currently seeking a Financial Analyst for a 7-month contract opportunity with a multinational data analytics company. This is a fully remote position, offering a dynamic role with an innovative, fast-paced team.
As a Financial Analyst, you will provide critical finance business partner support across two key areas: the D2C (Direct-to-Consumer) business and the Marketplace business. In this role, you will be responsible for driving revenue forecasting, scenario analysis, and supporting customer monetization and lifetime value measurement. This is an exciting opportunity for someone with a strong background in finance, a deep understanding of e-commerce and marketplace business models, and a passion for using data to inform strategic decision-making.
Responsibilities:
Marketplace Vertical Support
Forecast and report revenue for personal loans and emerging verticals by client, segment, and customer type.
Conduct scenario analysis to evaluate ranges of potential revenue outcomes.
Identify issues and opportunities that impact revenue, driving resolution and pursuit of opportunities.
Provide financial modeling and support for proposed and ongoing strategies, partnerships, and investments in the personal loans and emerging verticals.
Oversee periodic close responsibilities for the Marketplace business, ensuring accurate revenue accounting and maintaining a strong control environment while driving efficiency and nimbleness in decision-making.
D2C Portfolio Support
Own customer monetization and lifetime value measurement, including tracking and identifying new opportunities within the D2C portfolio.
Requirements:
Education & Experience
Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred).
A minimum of 5 years of relevant finance experience, with prior experience in e-commerce or online marketplace businesses a plus.
Skills & Qualifications
Strong commercial and business acumen with a proven track record as a successful business partner.
Excellent communication and interpersonal skills, with the ability to work cross-functionally.
Expertise in financial modeling for forecasting and scenario evaluation.
Ability to analyze large datasets and draw actionable insights from financial data.
Advanced skills in Excel (required); experience with Tableau, Oracle, and Hyperion is a plus.
Proficiency in management reporting, budgeting, and forecasting.
Proactive, independent, and able to drive initiatives from start to finish while continuously improving processes.
Ability to thrive in a fast-paced, data-driven environment and manage multiple priorities under tight deadlines.
Strong analytical and problem-solving skills.
Perks & Benefits:
Medical, Dental, and Vision Insurance
Life Insurance
401(k) Program
Commuter Benefits
eLearning and Education Reimbursement
Ongoing Training & Development
To qualify for our benefits package, you must work over 30 hours per week, and the length of the assignment must be at least 10 weeks.
Transaction Analyst
Remote Job
Ascendo is thrilled to present this exciting opportunity in the financial services industry! Client is urgency hiring and seeking an IMMEDIATE START. This Transaction Analyst position is a temporary contract-to-hire opportunity, offering a potential to be permanent after the contract is up. This is your chance to grow with a forward-thinking organization while contributing to critical compliance efforts. If you're ready for a role with upward mobility, keep reading!
Responsibilities:
Conducting in-depth research and reviewing transactional alerts to ensure compliance with industry regulations.
Documenting clear, well-supported decisions and maintaining organized, concise records of alert dispositions.
Collaborating across departments to maintain a strong understanding of business operations and regulatory standards.
Supporting risk mitigation initiatives by identifying trends, proposing improvements, and ensuring adherence to policies.
Assisting in the creation and delivery of training or awareness programs as part of compliance initiatives.
Staying up-to-date on financial regulations and organizational processes to optimize monitoring systems.
Handling additional tasks and responsibilities as assigned to support department goals.
Qualifications:
Must have Transaction Monitoring experience.
2+ years of experience in AML transaction monitoring, ideally in a private banking or financial services setting.
Familiarity with compliance regulations, including BSA/AML.
Strong analytical and research skills with a detail-oriented approach to problem-solving.
Bilingual fluency in English and Spanish with excellent verbal and written communication skills.
Ability to work efficiently under tight deadlines in a fast-paced, high-pressure environment.
Proficiency with tools like Microsoft Excel, Word, and PowerPoint; knowledge of AML/OFAC monitoring software is a plus.
A collaborative attitude paired with the ability to take initiative and work independently.
Preferred: Certifications such as ACAMS or similar credentials, and an interest in emerging technologies like cryptocurrency and blockchain.
Benefits:
The contract role has the possibility of transitioning into a permanent position.
The chance to grow your career within a well-established and rapidly evolving financial industry.
A hybrid work model after the initial onsite period, providing flexibility between in-office and remote work.
Collaborative, team-oriented culture with a focus on professional development.
Opportunities to expand your knowledge and skills in compliance and risk management.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
Financial Analyst - Hybrid Remote
Remote Job
Are you ready to leverage your analytical expertise in a high-impact role with an industry leader? Our client, a prestigious industry leader headquartered in the Philadelphia suburbs, is seeking a Financial Analyst to provide consultative support, financial insights, and strategic guidance that drives business success.
Key Responsibilities:
Collaborate with senior leadership to develop financial analyses and models that support strategic initiatives, pricing, and investments.
Conduct cost-benefit analyses, evaluate profitability, and support decision-making through data-driven insights.
Play a pivotal role in the annual planning process, crafting forecasts and presenting insights to leadership.
Prepare timely and accurate financial reports, ensuring resources are optimized for business success.
Mentor junior analysts, contributing to their professional growth.
Engage in special projects and drive innovation in financial operations.
What Makes You a Great Fit:
Education: Bachelor's degree required; advanced degree or certifications (CPA, CFM, CMA) preferred.
Experience: At least two years of FP&A or equivalent financial analysis experience.
Technical Proficiency: Expertise in Microsoft Excel.
Analytical Prowess: Strong problem-solving skills and the ability to develop actionable insights from complex data.
Communication Skills: Exceptional written and verbal communication abilities.
Leadership Potential: A collaborative mindset with the ability to mentor and influence others.
Financial Professional
Remote Job
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
Our people
Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.
We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment
Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit
Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women's Network and “Equitable Excellence” providing 200 college scholarships annually
Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves
Training and support
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.
Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP ) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.
We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.
Requirements
Applicants must be authorized to work in the United States
A four-year college degree
is preferred but not required
We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding
We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding
Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Compensation and Benefits
Entry level Financial Professionals start out in our Preliminary Employment Program (“PEP”) after obtaining required licenses and registrations and also have the potential to receive a sign-on payment ranging from $250 - $1,000. During PEP you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Company's commission schedules which vary depending on the financial product sold. The duration of PEP is a maximum of 120 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program (“PEP”) Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense.
Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and, in that role, you can choose to be compensated in one of two ways: You can decide to receive full commission plus bonus (30% bonus as a % of eligible paid first-year commissions) or an annual base salary of $24,000 with reduced commission. Commissions in both scenarios are calculated in accordance with the Company's commission schedules. The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62,000 and for those in the top quartile among first-year Financial Professionals it was $135,000.
Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional. As a 20th Edition Financial Professional, you would also be eligible to participate in a variety of comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).
Equitable Advisors' strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. GE-
7061481.1(9/24)(Exp.9/26)
Settlement Analyst
Remote Job
ACCIONA is a global company, leading in the development of regenerative infrastructure that creates a positive impact on society. Our workforce consists of more than 41,500 professionals, present in more than 40 countries across the five continents, all contributing to our mission to design a better planet. Are you a passionate individual who wants to make a difference, promote sustainable development, and find solutions to the biggest global challenges including climate change, overpopulation, and water scarcity? Come and join us in building the infrastructure our planet needs to achieve a sustainable future.
Acciona offers a competitive salary, relocation assistance where relocation is required and approved, 401(k) retirement plan, medical, dental, vision, life, short and long-term disability benefits, tuition reimbursement, paid time off, and more.
Responsibilities
Validate and reconcile all settlement transactions through System Operators.
Ensure Payments are correctly made to or received from the System Operators or counterparties, and report disputes where circumstances dictate.
Ensure all third-party physical and financial contracts are correctly administrated and settled in accordance with trading contract terms and conditions.
Send monthly settlement data/reports to the Accounting department.
Research and monitor policy regulation and legislative developments in the energy market in relation to Renewable Energy Certificates (RECs) and capacity.
Research Industry documents, business manuals and upcoming policies
Manage filings of regulatory agreements for existing and new assets.
Ensure correct filings of Market Participation data, Project Registration, Project Filings (ex: REC eligibility).
Monitor Market renewable projects. New ISO developments.
Requirements
Bachelor's or certificate degree in Business Administration, Compliance, Paralegal, Administrative Assistant, or related technical field or equivalent work experience required.
At least 3-4 years in the utility industry working in a deregulated energy market environment preferred.
Knowledge of the ISOs and the REC industry preferred.
Knowledge of the Canadian Market a plus (IESO/AESO).
Ability to organize and prioritize issues and workload.
Flexibility and ability to adapt to constantly changing priorities.
Exercising independent judgment and initiative.
Ability to track and meet deadlines.
Knowledge of the Canadian Markets a plus (IESO/AESO).
High level of integrity, thoughtful judgment, and problem-solving.
Uses Word, Excel, PowerPoint, Outlook, and other programs to accomplish work.
Other responsibilities as assigned.
Commitment to teamwork.
Excellent communication and listening skills.
Benefits - we've got you covered!
Base Pay: $ $70,000 - $85,000 based on experience, education, and skillset
Annual Company Bonus 15%
Comprehensive Benefits starting on Day 1, including medical, dental, and vision insurance for you and eligible dependents, plus an Employee Assistance Program (EAP), HSA company contributions, and FSA options. After 90 days, you'll also have access to life insurance, disability coverage, paid parental leave, and optional plans
401(k) with company match and immediate vesting after 90 days
15 days of PTO (with 1 additional day per year of service), 9 public holidays, and 2 flexible holidays
$50 monthly reimbursement for health, wellness, or fitness-related memberships and equipment
Career development and growth opportunities, along with access to technical, skills, and language training programs, including tuition reimbursement
Downtown Chicago office, featuring a modern, open layout with plenty of collaborative spaces and breakout areas. Daily perks include coffee, complimentary healthy snacks, and free access to the building's fitness center
Hybrid work schedule, with 3 days in the office and 2 days working from home, plus early Fridays with a 3 p.m. cut-off
As a company that values diversity as a source of talent, we work to foster an inclusive environment that promotes respect, belonging and engagement so that all people can participate on an equal opportunity basis. We invite everyone to apply regardless of origin, circumstances, background or condition.
We are an equal-opportunity employer committed to creating and supporting a diverse and inclusive workforce that is free of all forms of discrimination.
Dorothy And Comfort Hospice Analyst
Remote Job
Top Skills - Must Haves
Dorothy
Epic
Top Skills' Details
EpicCare Home Health (Dorothy)
Epic implementation experience
Understanding of home health and hospice care practices
Problem-solving skills - the ability to jump into a project and resolve technical issues
Job Description
We are seeking two Clinical Dorothy and Comfort Hospice Analysts for a 6 month contract to assist with the Epic implementation. Preference is for the analysts to be onsite 3 days per month while Epic is onsite. These analysts will ensure the effective implementation and use of Epic's Dorothy (home health) and Comfort (hospice) modules. Responsibilities include managing and optimizing the use of these modules, analyzing workflows and data to identify areas for improvement, and assisting with data management to ensure accurate and secure data handling. The analysts may also support and train clinical staff to ensure effective system use.
Work Environment
Typically utilize Jira for 2-week sprints and daily stand-ups.
Most of the team is in the Central Time Zone, Monday-Friday, 8:00 AM - 5:00 PM.
Pay and Benefits
The pay range for this position is $60.00 - $80.00
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully remote position.
Application Deadline
This position will be accepting applications until Jan 31, 2025.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Product Management Analyst
Remote Job
Job Title: Product Analyst - Product Management
About Us:
With a mission to help businesses navigate today's complex payments and financial transactions landscape, Qolo empowers businesses to manage payments efficiently with an eye toward growth and reduced expense. Qolo supports companies wherever speed, security and cost of payment are important including gig worker payouts, distribution payments, multi-currency and cross-border businesses and modern fintech firms. Composed of experts and entrepreneurs in payments, Qolo's founding team has more than a century of combined industry experience.
Job Overview:
The Business Analyst (BA) - Payments & Product Innovation will take a leading role in defining and managing requirements for larger strategic initiatives. Acting as a trusted advisor to cross-functional teams, you will own the end-to-end requirements process, ensuring alignment between stakeholders, technical teams, and business objectives. This role requires someone who thrives in a fast-paced environment and excels at transforming complex problems into actionable solutions that drive Qolo's mission forward.
Key Responsibilities:
Take full ownership of requirements for large-scale, complex initiatives, ensuring clarity, feasibility, and alignment with business objectives.
Lead workshops and discovery sessions with stakeholders to gather and prioritize business needs.
Document and maintain detailed requirements, including business requirements documents (BRDs), user stories, and functional specifications
Partner with Product and Engineering teams to translate business goals into actionable deliverables.
Serve as the main point of contact for requirements on larger initiatives, proactively managing changes and ensuring timely resolution of issues.
Collaborate with client-facing teams to incorporate client feedback into product design and development.
Define and implement best practices for requirements gathering and management, especially for larger initiatives.
Drive alignment between business and technical teams, ensuring that all parties have a clear understanding of the project scope and goals.
Work closely with QA and Product teams to ensure user acceptance testing (UAT) is comprehensive and requirements are met.
Validate solutions post-implementation to confirm they align with business expectations and deliver value.
Key Skills and Qualifications:
4+ years of experience as a Business Analyst or in a Product role, with a focus on large-scale product or platform initiatives.
Proven success in leading requirements for complex projects in the payments, fintech, or financial services industries.
Strong knowledge of payment systems, including card payments, bank integrations, and alternative payment methods.
Familiarity with APIs, SDKs, and related technical documentation.
Proficiency in tools such as Jira, Confluence, and process modeling tools
Exceptional leadership in facilitating discussions and driving consensus among diverse stakeholders.
Excellent analytical, organizational, and communication skills, with a proven ability to manage competing priorities.
Confidence in taking ownership of large initiatives and navigating ambiguity to deliver results.
Bachelor's degree in Business Administration, Computer Science, or related field (or equivalent experience).
Benefits:
Competitive salary and equity package
Fully remote work environment with flexible hours
Comprehensive health, dental, and vision insurance
Flexible paid time off and holidays
Professional development opportunities
Collaborative and inclusive company culture
How to Apply:
If you are passionate about fintech and payments, and have the experience and skills to drive product success in a dynamic, remote environment, we want to hear from you. Please submit your resume detailing your relevant experience and why you are the perfect fit for this role.
Join us in shaping the future of payments and making a meaningful impact in the fintech industry!
iSphere is seeking a PEIMS Analyst for a 6+ month Remote opportunity. The PEIMS analyst will perform the following duties 1. Data Collection and Verification Gather data from various school systems such as student information systems (SIS), finance systems, and HR systems. Verify the accuracy and completeness of data collected from schools, departments, and campuses. Identify errors or inconsistencies in the data and work with staff to correct them. 2. Compliance and Reporting Ensure compliance with the Texas Education Agency (TEA) standards and timelines for PEIMS submissions. Prepare and submit the district's PEIMS data to the TEA at scheduled intervals (fall, midyear, summer, and extended year collections). Monitor changes in TEA's PEIMS Data Standards and update data reporting processes accordingly. 3. Data Analysis Analyze student and staff data to identify trends, discrepancies, and insights that can be used for decision-making. Produce reports for administrators, board members, and other stakeholders. Assist with data audits and state accountability processes. 4. Training and Collaboration Train campus staff, data clerks, and administrators on PEIMS requirements, processes, and system usage. Act as a liaison between the school district and the TEA to address data-related issues or updates. Work closely with IT teams to ensure that the district's systems are configured to support PEIMS reporting. 5. Systems Management Maintain proficiency in the use of Frontline student information systems and other software tools used for PEIMS reporting. Troubleshoot data import/export issues and manage updates to software or data structures. 6. Audits and Accountability Prepare the district for PEIMS-related audits conducted by the TEA or external auditors. Address and resolve discrepancies identified during audits or accountability reviews. Ensure accurate reporting to support district funding and compliance with state accountability metrics.RequiredPreferredJob Industries
Customer Service
Financial Analyst
Remote Job
Job Description: Financial Analyst
Pay Range : $30 -$38 per hour
Hybrid schedule: Cary, NC (3 days in the office, 2 days working from home)
Required Skills:
• 3-5 years of work experience in IT or Financial Management
• 3-5 years of project and program management experience, including proven track record managing high-priority projects in a complex, sophisticated customer and competitive environment.
• 3-5 years of experience in Cost Modeling for large transformational programs
• Agile/Lean Portfolio Management certifications
• Ability to communicate with Senior level stakeholders
• Ability to work within cross-functional teams
• MS Office/Excel Intermediate Proficiency
Role Value Proposition:
We are seeking an experienced Financial Analyst for the Financial Enablement Team driving Lean portfolio management within the US Technology organization
As a Financial Analyst you bring positive energy as you analyze and monitor portfolio execution and financials for US Technology Portfolio. This role will serve as a financial specialist with a focus as it relates to IT financial management, capacity utilization, resource management, change management, and building and encouraging strong relationships with partner teams through the program lifecycle (planning, business case approval, implementation, and finally closure where business benefits are delivered). The ideal candidate will have polished business and financial acumen.
Key Responsibilities:
Proactively govern UST financials, develop reporting, and distribute them as needed for financial reviews.
o Provide portfolio analysis on resource plan and hiring, and disseminate information to Resource Managers
o Actively partner with IT Relationship Management, GOSC, Vendor/Suppliers, and cross-functional Partners (Group Benefits) on evaluation of demand, spending, and impacts within given deadlines for financial close dates monthly
o Respond to ad hoc queries in an efficient, thorough, and timely manner
o Research and analyze various resource planning estimates and trajectories by monthly, and quarterly analysis
o Proactively govern program financials and develop Lean financial models and cost projects for Senior leadership and partners.
o Develop and execute a program change control, risk management, and communications strategy
Essential Business Experience and Technical Skills:
Required:
• 3-5 years of work experience in IT or Financial Management
• 3-5 years of project and program management experience, including proven track record managing high-priority projects in a complex, sophisticated customer and competitive environment
• Agile/Lean Portfolio Management certifications
• Organizational intelligence and strong influence management/cross-functional leadership skills; adept at working in a matrixed structure
• Powerful presentation and communication skills with extensive experience providing communication to senior leaders
• Polished business & Financial acumen
• Ability to balance multiple responsibilities and achieve results in a complex, performance-oriented environment
• Ability to learn new concepts and tasks quickly, work under pressure, and meet deadline requirements in a fast-paced, dynamic environment
• Strong quantitative skills and a high proficiency in Excel, MS Office, and Power point
• Strong leadership competencies must be displayed in the areas of creating partnerships, driving results, and motivating people
• Demonstrated capability for problem-solving, decision making, sound judgment
Preferred:
• Experience working in Financial Services, Insurance and/or Banking experience is preferred
• Bachelor's degree in Computer Science, Information Systems or related discipline; Master's, MBA, and/or PMP certification
Vendor Management Analyst
Remote Job
Why Choose Jefferson Health Plans?
We are an award-winning, not-for-profit health maintenance organization offering Medicaid, Medicare, and Children's Health Insurance Program (CHIP) plans that include special benefits to improve the health and wellness of our members. We are committed to creating a community where everyone belongs, acknowledges, and celebrates diversity and has opportunities to grow to their fullest potential.
While this job currently provides a flexible remote option, due to in-office meetings, training as required, or other business needs, our employees are to be residents of PA or the nearby states of DE or NJ.
Perks of JHP and why you will love it here:
Competitive Compensation Packages, including 401(k) Savings Plan with Company Match and Profit Sharing
Flextime and Work-at-Home Options
Benefits & Wellness Program including generous Time Off
Impact on the communities we service
We are seeking a talented and enthusiastic (insert posting title) to join our team!
Working with general supervision, the - Vendor Management analyst supports the vendor operations of Jefferson Health Plans (CPM) by managing the day-to-day oversight functions of various vendor contracts, emphasizing delegated and subcontractor contracts and vendors' performance. Assist the Manager in managing and overseeing assigned vendors to ensure compliance with Health Partners Plans' policies and procedures, including requirements mandated by applicable regulatory and accreditation agencies. Maintain a system for accurate review, tracking, filing, and dissemination of vendor reports. Establish deadlines to allow adequate review time to ensure all responses/correspondence are timely and appropriate. Assist Manager in conducting auditing of specialty subcontractors' operations.
As the Vendor Management Analyst, your daily duties may include:
Review, analyze, and disseminate, as needed, vendor monthly, quarterly, annual, and ad-hoc reports and prepare trend reporting as required. Maintain vendor reporting grids and reports folder to ensure all information is up-to-date.
Assist Manager in coordinating vendor audits and working with responsible business units to establish and follow up corrective action plans (CAPs).
Create and maintain a system to accurately track all internal and external inquiries/issues to ensure timely follow-up, completion, and resolution.
Draft routine amendments to agreements as directed.
Assist in the implementation of new vendors and coordinate responses to relevant RFPs
Actively participate in monthly and quarterly meetings with vendors to discuss operational issues, member issues, reports, etc. Prepare meeting agendas in advance of the panels and maintain meeting minutes.
Assist the Manager with a regular review process alongside the vendor business owner of each vendor agreement, function, performance, and effectiveness and take actions accordingly.
Provide data to the Manager for quarterly updates to the various Management teams on vendor performance, financial ROI, and any improvement opportunities, including corrective action, Process Improvement, and Termination if indicated.
Assist in the development of an annual gap analysis of all active contracts and possible opportunities for assigned vendors
Assist the Manager in establishing and revising departmental policies, procedures, and workflows as directed to facilitate departmental functions.
Maintain and foster a collaborative relationship with internal and external customers.
Cross Train with the purchasing and invoice department
Assist with oversight of the Small Diverse Business Program.
Perform other duties as assigned.
Qualifications
Required High School diploma or equivalent
Associate's degree preferred
Skills, We Value:
Required 3 years' experience in health care, managed care, or insurance in relation to vendor management, delegated oversight and or procurement functions
Experience with mainframe systems as well as PC based applications such as Excel, Access, and Word.
Knowledge of statistically valid sampling techniques that result in credible quality reporting
Knowledge of establishing and implementing standards of performance in a self-directed team environment
Excellent organizational, interpersonal, time management and communications skills. Strong conflict resolution skills
Process and project management ability
Conflicts Analyst
Remote Job
Our client, an AM LAW 100 law firm, has an immediate need for a Conflicts Analyst. This is a hybrid/remote position that can be based in Washington, Oregon, California or Idaho.
Pursuant to California and Washington regulation, the annual salary range for this position is $70,000 - $80,000.
Responsibilities:
Accountable for accurate conflicts analyses, completed in a timely fashion with sufficient care to detail and thoroughness so as to minimize risk to the Firm
Ensure that parties are entered correctly into the conflicts database, including corporate family trees, for conflicts purposes.
Ensures that conflicts analyses are communicated accurately and thoroughly to attorneys or management.
Accountable for responsiveness, clear communication and excellent service toward internal customers.
Qualifications:
Familiarity with InTapp-Open, Elite or other conflicts software.
Experience with Dun & Bradstreet Family Tree Portal or other corporate-family or legal research tools.
Proficiency with Microsoft Outlook, Word, and Excel.
Familiarity with law firm engagement letters, outside counsel guidelines, conflict waiver agreements, and basic elements of law firm structure and administration.
Ability to run conflicts searches with Boolean logic and review conflicts reports for potential conflicts of interest, take steps to resolve potential conflicts, and appropriately escalate issues if needed
Ability to analyze accurately potential conflicts of interest, including investigating the facts of the situation by asking questions of attorneys and analyzing data housed in firm systems.
Bachelor's degree or Paralegal certificate
Minimum 2+ years relevant experience in a law firm.
Corporate Actions Analyst (Remote)
Remote Job
20 hours a week (must be able to work in the mornings)
Must be located in CST or EST
3-6+ Month Contract
Support various tax and regulatory products related to a variety of U.S. federal income tax rules, including but not limited to IRC Secs. 302, 305, 871(m) and 1446, particularly those resulting in U.S. federal income tax withholding on outbound payments related to financial instruments
Monitor, analyze and report on tax, securities, and other related regulatory issues
Develop and maintain subject matter expertise in the relevant tax laws for these product
Analyze and summarize corporate filings and tax opinions
Conduct daily research on corporate action events covered by each product and track events until completion
Provide professional, knowledgeable, and courteous contact with clients such as large financial institutions, banks, and brokerage houses
Meet daily production deadlines for the supported withholding products
Providing updates and guidance to other internal business stakeholders as appropriate
Communicating effectively with Investment Compliance business unit team colleagues
Minimum Qualifications
Bachelor's degree from an accredited college or university; JD, CPA and/or LLM in Taxation preferred
Ability to work independently, but with strong cross-functional team building skills
Strong research and analytical skills with excellent comprehension, outstanding verbal and written communication skills and the ability to produce publishable work product
Proficient with Microsoft Office Suite applications including Work, Excel, PowerPoint, and Outlook
Ability to work well in a multi-tasking, deadline-driven environment
Demonstrated ability to use smart judgment, be insightful, flexible, and creative
The anticipated hourly rate range for this position is ($45-$47/hr). Actual hourly rate will be based on a variety of factors including relevant experience, knowledge, skills and other factors permitted by law. A range of medical, dental, retirement and/or other benefits are available after a waiting period.