Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Purpose of the Job
The AI Optimization Analyst is a critical specialist responsible for taking full ownership of the credit union's AI-driven member and staff experiences, directly influencing millions of interactions each year. This role serves as the primary expert on AI agent performance, using strategic analysis of conversational data to enhance accuracy, efficiency, and brand alignment with a goal to continuously improve the member experience and frontline productivity. The candidate works closely with the AI Solutions Architect to bring new use cases to life relative to the bots they are responsible for supporting. Key responsibilities include implementing prompt-engineering best practices, managing tone and ethical guardrails, owning end-to-end user acceptance testing of the bots they are responsible for, and consistently bringing forward innovative, high-impact ideas to expand and strengthen Truliant's AI self-service and internal support capabilities.
Essential Functions and Responsibilities
Owns and manages the end-to-end performance of the credit union's AI self-service and internal support agents with a primary focus on Kore.ai.
Develops and maintains documentation for prompts, workflows, standards, and performance metrics.
Analyzes conversational data and system analytics to identify trends, gaps, and improvement opportunities.
Implement sand refine prompt-engineering best practices to enhance clarity, accuracy, and efficiency in AI responses.
Ensures all AI-generated interactions reflect the credit union's brand voice, service standards, and member-first philosophy.
Assists in the process of monitoring and maintaining ethical guardrails, preventing hallucinations, incorrect assumptions, and off-brand behavior.
Continuously tunes and optimizes AI agent workflows, response logic, and model-driven capabilities.
Partners closely with the AI Solutions Architect to define, prioritize, and bring new AI use cases to life.
Designs and executes comprehensive testing plans, including leading UAT efforts to validate and approve all new features, prompts, and conversational flows.
Collaborates with business units and frontline teams to understand needs and translate them into AI enhancements.
Tracks and reports on KPIs such as containment, accuracy, satisfaction, escalation drivers, and operational impact.
Stays informed on AI trends and emerging capabilities, proactively recommending strategic improvements to maximize member and staff value.
Other Duties and Responsibilities
Assists with other tasks and projects as assigned.
Knowledge, Skills, and Abilities
Must have a strong understanding of conversational AI systems (e.g., AI, NLP, and intent-based bot frameworks).
Must have expertise in prompt engineering and the ability to craft clear, effective, and optimized AI instructions.
Must have analytical skills to interpret conversational data, identify patterns, and translate insights into actionable improvements.
Ability to manage tone, style, and brand voice across AI-generated interactions.
Must have the ability to understand all business processes within the credit union and how to integrate AI solutions that improve member experience and organizational efficiency.
Must have knowledge of ethical AI principles, including bias prevention, guardrail creation, and hallucination mitigation.
Must have experience with UAT processes, including test planning, execution, and validation.
Must have strong collaboration and communication skills to work effectively with technical teams, business partners, and frontline staff.
Must have the ability to translate business needs into functional AI requirements and conversational design elements.
Must have familiarity with analytics platforms (e.g., dashboards, reporting tools, or conversation intelligence systems).
Must have a problem-solving mindset, with the ability to diagnose issues and propose creative, scalable solutions.
Must have strategic thinking skills to identify new use cases and guide long-term AI evolution.
Must have attention to detail, especially in reviewing AI responses, workflows, and system changes.
Must have an understanding of user experience (UX) and conversational design principles.
Must have the ability to manage multiple priorities in a fast-moving, innovation-focused environment.
Must have a curiosity and continuous-learning mindset to stay current on emerging AI capabilities and best practices.
Must be able to work in a team environment, with strong collaborative skills.
Must have superior interpersonal skills; ability to get along with diverse personalities; tactful, mature, flexible, respectful.
Must be able to work in a general office environment.
Must be flexible and able to shift resources and priorities as required.
Must be able to complete all assignments with minimal supervision.
Should possess a strong commitment to providing excellent service to Truliant's members.
Physical Requirements
Occasional standing, walking, bending, and stooping required.
Must be able to sit at a desk for long periods of time and use a computer.
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds.
Education and Background
Bachelor's degree required in a relevant field such as Business Administration or Information Systems. An equivalent combination of education and directly applicable work experience may be considered in place of a degree, particularly in AI operations, conversational design, or analytics-focused roles.
2-5 years of experience working with conversational AI platforms, generative AI systems, NLP technologies, or intent-based bot frameworks (e.g., Kore.ai, Dialogflow, Genesys, or similar) required.
Demonstrated experience in prompt engineering, AI response tuning, or bot conversation strategy required.
Hands-on experience leading or contributing to user acceptance testing (UAT), including test planning, scenario design, execution, and validation required.
Experience partnering with technical roles, such as AI engineers, product owners, or solutions architects, to translate business needs into functional requirements required.
Background working in financial services, credit unions, banking, customer experience design, or regulated environments is a plus.
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
No-cost employee Medical, dental, vision coverage
Prescription benefits (including mail order)
Paid holidays and Paid Time Off (PTO)
401(k) plan with contribution matching
Paid community involvement volunteers hours
Paid group life Insurance
Teammate loan discounts
Tuition reimbursement
Short and long-term disability
Health & Wellness program
Teledoc (physician video conferencing)
Onsite fitness facilities or health club reimbursement
Employee Assistance Program (EAP)
Medical flexible spending account
Dependent care flexible spending account
$32k-40k yearly est. 1d ago
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Risk Rating Review Intern (Summer 2026)
Agfirst Farm Credit Bank 4.6
Risk analyst job in Columbia, SC
Risk Rating Review Intern will focus mainly on performing tasks typically performed within the Credit Analysis function of AgFirst. Examples may include evaluating collateral, utilizing financial models, writing credit reviews of loans in the Bank portfolio and preparing research on key industries within AgFirst's portfolio. Specifically, this intern will assist in completing the review of the Bank's portfolio by completing annual risk rating reviews of Borrower's and assessing their credit ratings.
Our interns are invaluable to the team, and we appreciate the unique perspectives and fresh ideas they bring to our projects. Interns at AgFirst continue to significantly contribute to accomplishing business objectives while gaining invaluable experience in their field of study and building their network. Our structured summer program includes opportunities for presenting to executive leadership, professional development, and building camaraderie with your intern group through volunteerism. Don't miss this opportunity to make your resume!
What you'll do
Evaluate collateral, utilizing financial models, writing credit reviews of loans in the Bank portfolio Calculate metrics and ratios
Preparing research on key industries within AgFirst's portfolio.
Assist in completing the review of the Bank's portfolio by completing annual risk rating reviews of Borrower's and assessing their credit ratings.
What you'll need
Undergraduate or Graduate student with a background in Finance, Accounting, or Business Management
Strong analytical and quantitative skills with a solid understanding of GAAP accounting
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Product
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$81,500.00 - $134,500.00
**Target Openings**
1
**What Is the Opportunity?**
Within the Product & UW team at Travelers, you will have the opportunity to regularly engage in unique and intellectually stimulating business problems. As a Sr Analyst, PM, Portfolio Risk Management, you will serve as an influential member of project teams focused on catastrophe (CAT) risk management, providing analytical insights to leadership and business partners. You will analyze portfolio risk to help inform CAT underwriting and product pricing strategy, monitor aggregation profiles, and perform risk reward analytics to assess the risk of financial loss due to natural and manmade catastrophes. You may support CAT Event Response coordination, producing impacted exposure summaries for major events and providing guidance to line of business and state teams, as well as executive, claim, reserving and analytical teams. You will also maintain working knowledge of the data ecosystems for management of CAT metrics, reports, and exposure data. By collaborating with partners across the organization you will ensure strategic direction and alignment for successful execution.
**What Will You Do?**
+ Independently conduct and understand data analysis of business results including product refreshes, performance expectations and identifying root cause.
+ Formulate and execute potential recommendations to drive desired growth & profitability impacts based on established strategy with consideration for local regulatory nuances, and broader marketplace dynamics.
+ Present, inform and influence recommendations to business partners including proposed product/pricing changes or new product builds.
+ May function as a subject matter expert in strategic initiatives to support the goals and objectives of the broader organization.
+ May coach and mentor on specific projects.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree in Business Management/Administration, Mathematics, Finance, Actuarial Science, Economics, or other analytics related field.
+ Three years' experience working in a mathematical, analytical, or data related role preferably in the financial services industry.
+ Experience with competitive analysis tools.
+ Strategic thinker with the ability to use sound judgment to resolve issues as they arise.
+ Excellent communication skills with the ability to consult and present information effectively.
+ Strong data analysis skills with the ability to interpret trends and provide insights and recommendations to business partners.
+ Knowledge of pricing and actuarial techniques and understanding of actuarial concepts such as loss development and trending.
+ Understand ratemaking and its application, such as profitability, risk loads, etc.
+ Understand the workflow and terminology of insurance products and processes and their impact on profit and loss.
**What is a Must Have?**
+ Bachelor's Degree or equivalent combination of education and experience.
+ Two years of experience in data analytics or similar work experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$81.5k-134.5k yearly 43d ago
Senior Group Risk Specialist- Quality Control (US)
TD Bank 4.5
Risk analyst job in Greenville, SC
Hours: 40 Pay Details: $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Risk Management
Job Description:
Department Overview:
The Quality Control and Governance Credit Reporting and Monitoring group is designed to be an independent review and oversight function implementing sound Quality Control practices ensuring the accuracy of Credit Risk Reporting, including reports developed by Credit Risk Analytics and Workout.
The Senior Group Risk Specialist provides a comprehensive and diverse range of risk management expertise to business leaders. Leads and supports the implementation of appropriate risk frameworks and leading related management activities to mitigate enterprise and/or business-wide risk exposures for key business segment of the Bank or functional area. May provide oversight, commentary, and recommendations based on overall strategy and industry best practices.
Depth & Scope:
* Recognized as top level expert within the company and requires significant in-depth and/or breadth of expertise in a complex field and knowledge of broader related areas
* Senior specialist providing advisory services to executives, business segment leaders and governs requirements for own work
* Integrates knowledge of the enterprise function's or business segment's strategy in leading program design, policy formulation or operating standards within one or more areas of expertise
* Anticipates emerging business trends and regulatory/risk issues as a basis for recommending large-scale product, technical, functional or operations improvements
* Serves as a source of expert advice to senior management in field of specialty; may lead team(s) of related specialists/experts
* Advises on execution strategy and leads the development and deployment of functional programs or initiatives within own field or across multiple specialties
* Solves unique and ambiguous problems with broad impact; typically oversees standards, controls and operating methods that have significant financial and operational impact within the context of own field
* Requires innovative thinking to develop new solutions
* Impacts the technical or functional direction and resource allocation of part of an enterprise function or business segment
* Works within general policies and industry guidelines
* Engages stakeholders to take action; serves as a source of expert advice, influences change; frames information in a broader context
* Provides leadership guidance, makes recommendations and collaborates with business to ensure solutions meet the business needs on a complex project or program
* Identifies and leads problem resolution for project/program complex requirements related issues at all levels
Education & Experience:
* Undergraduate degree or technical certificate and/or
* 10+ years relevant experience
* Advanced knowledge of risk management governance, programs, policies, practices, operating frameworks & reporting for business supported and/or area of discipline to deliver objective guidance and independent challenge on initiatives.
* Knowledge of risk management environment, standards, regulations and mitigation
* Knowledge of current and emerging competitor and market trends
* Ability to contribute to strategic direction of the function and provide advice to senior leadership
* Skill in mentoring and coaching
* Skill in using advanced analytical software tools, data analysis methods and specialized reporting techniques
* Advanced ability to lead, plan, implement, and evaluate program/project activities to ensure completion of initiatives
* Ability to make an impact, influence, and achieve results with effective negotiation, problem-solving, and communication skills
* Skill in using computer applications including MS Office
* Ability to communicate effectively in both oral and written form
* Ability to work collaboratively and build relationships across teams and functions
* Ability to work successfully as a member of a team and independently
* Ability to exercise sound judgement in making decisions
* Ability to analyze, organize and prioritize work while meeting multiple deadlines
* Ability to handle confidential information with discretion
Preferred Qualifications:
* Sound leadership skills
* Effectively communicate with Senior Leaders and Executives
* Familiar with reporting and analyzing data
* Prior audit or QA/QC experience
Customer Accountabilities:
* Leads the development and/or implementation of specific standards, policies and/or processes that identify, report on and mitigate operational (or all major) risk exposures within the business
* Proactively analyzes potential risks and ensures escalation of key risks to appropriate areas and/or executive review with business executive findings and action plans to mitigate and manage these risks
* Establishes and provides on-going analysis and reporting on operational risk and/or other major risk categories as applicable to own business or functional area, and reviews findings and action plans with business leaders to mitigate and manage key issues
* Coordinates and/or guides activities relating to core operational risk disciplines/programs including, Risk & Control Self-Assessment, Business Continuity Management, Outsourcing & Vendor Management, Regulatory Compliance (e.g. CDIC, AML, Privacy, IDA, CBA, SOX, Basel etc.)
* Supports enterprise-wide operational risk escalation, review and approval processes, data management, policies and risk assessment processes
* Directs the development and monitoring of Key Risk Indicators and facilitate communication and resolution of risk issues among other business segments where applicable
* May be accountable for managing ancillary operational risk areas (e.g. BCM/incident management, outsourcing/vendor management, fraud aggregation and assessment, Basel implementation/capital analysis, change management, Privacy, AML, LCM and other regulatory issues), in addition to core functions
* May be responsible for providing support for other major risk areas (e.g. Market, Credit, Reputational and/or Regulatory risks etc.)
* May be a point of contact for guidance in the monitoring/reporting of compliance, management, and strategic initiatives
* Provides broad/deep commentary in support of the development/maintenance/oversight of policies/procedures/practices, as required
Shareholder Accountabilities:
* Adheres to enterprise frameworks or methodologies that relate to activities for our business area
* Ensures respective programs/policies/practices are well managed, meet business needs, comply with internal and external requirements, and align with business priorities
* Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
* Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
* Participates in cross-functional/enterprise/initiatives as a subject matter expert helping to identify risk/provide guidance for complex situations
* Conducts internal and external research projects; supports the development/delivery of presentations/communications to management or broader audience
* Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations and assess the effectiveness of programs/policies/practices
* Monitors service, productivity and assesses efficiency levels within own function and implements continuous process/performance improvements where opportunities exist
* Leads/facilitates and/or implements actions/remediation plans to address performance/risk/governance issues
* Actively manages relationships within and across various business lines, corporate and/or oversight functions and ensures alignment with enterprise and/or regulatory requirements
* Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
* Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
Employee/Team Accountabilities:
* Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
* Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
* Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
* Participates in personal performance management and development activities, including cross training within own team
* Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
* Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
* Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships
* Contributes to a fair, positive and equitable environment that supports a diverse workforce
* Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$115.4k-186.2k yearly Auto-Apply 6d ago
Third Party Risk Management Intern (Summer 2026)
Farm Credit Services of America 4.7
Risk analyst job in Columbia, SC
Third Party Risk Management Intern
The Third-Party Risk Management Intern provides experience at the Bank is designed to partner with students by creating a stimulating learning experience through working on real projects that impact the business. If you are interested in advancing your career, consider an opportunity with us! Our interns are invaluable to the team, and we appreciate the unique perspectives and fresh ideas they bring to our projects. Interns at AgFirst make significant contributions to accomplishing business objectives while gaining invaluable experience in their field of study and building their network. Our structured summer program includes opportunities for presenting to executive leadership, professional development, and building camaraderie with your intern group through volunteerism. Don't miss this opportunity to build your resume! What you'll do
Assist with the maintenance of the Third-Party Management application and other vendor management tools
Provide guidance and support to all system users within the Bank, and ensure adherence to adhere to all bank procedures, regulations (state and federal), and internal policies
Responsibilities include the ongoing maintenance and assisting with the system support to all end users
Will develop and distribute reports to internal and external contacts
Will complete the collection, categorization, and stratification of the contractual documents and clauses for all vendor agreements
What you'll need
Majoring in Risk Management, Business Administration, or Procurement
$43k-69k yearly est. Auto-Apply 60d+ ago
Corporate Strategy Analyst
Regional Finance 4.1
Risk analyst job in Greer, SC
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Job Purpose
We are seeking a strategic, analytical, and forward-thinking Strategy Analyst to join our Strategy & Business Development team. This role is ideal for a candidate who thrives on solving complex business problems, developing financial models, and shaping long-term growth strategies. You will work closely with senior leadership to drive data-informed decisions, optimize performance, and identify new growth opportunities in a dynamic, regulated environment.
This is a high-impact role that blends financial analysis, strategic planning, and cross-functional collaboration. The ideal candidate brings a consulting mindset, strong communication skills, and a passion for driving transformation and innovation.
Duties and Responsibilities
Strategic Analysis & Planning
• Partner with senior leadership to define and refine the company's growth strategy and long-term strategic roadmap.
• Apply structured, hypothesis-driven problem solving to identify root causes of business challenges and evaluate strategic alternatives.
• Translate strategic objectives into actionable initiatives and performance metrics.
Financial Modeling & Scenario Analysis
• Develop and maintain complex financial models to forecast business scenarios, assess risk, and evaluate the financial impact of strategic options.
• Conduct pricing, portfolio performance, and risk assessment modeling using tools such as Excel, SQL, or Python.
• Owns M&A and partnership evaluations by assessing financial viability, integration risks, and strategic fit.
Market Research & Competitive Intelligence
• Continuously monitor industry trends, emerging technologies, competitor strategies, and regulatory developments.
• Provide thought leadership on market dynamics and articulate strategic implications for the business.
• Benchmark performance metrics and identify opportunities for product diversification, geographic expansion, or operational improvement.
Cross-Functional Collaboration
• Lead and collaborate with cross-functional teams (e.g. Finance, Risk, Operations, Compliance) to design and implement strategic initiatives.
• Ensure alignment of departmental plans with overall business strategy and regulatory requirements (e.g., FCRA, TILA).
• Integrate compliance and risk considerations into strategic planning and execution.
Executive Communication & Reporting
• Synthesize complex analyses into clear, compelling presentations, dashboards, and reports for executive leadership and the Board.
• Communicate strategic recommendations and business cases using storytelling, data visualization, and persuasive narratives.
• Prepare executive- and board-level documents and scenario analyses to support strategic decision-making.
• Own prioritization and execution of strategic initiatives, using project management skills to ensure timely progress and cross-functional alignment.
• Track performance against strategic goals and provide insights to refine execution plans.
Minimum Qualifications
• Bachelor's degree in Finance, Economics, Engineering, Business Analytics, or a related field.
• 2 to 5 years of experience in financial analysis, strategy consulting, or investment research, preferably within lending, consumer finance, or banking sectors.
• Proven experience in data analysis and modeling, including deep financial valuation analysis, loan performance, pricing, and risk metrics.
• Strong understanding of financial regulations and compliance standards in the lending industry.
Preferred Qualifications
• Prior experience at a top-tier consulting firm, asset management firm or financial institution
• CFA, MBA, or advanced degree is a plus but not required.
• Familiarity with subprime-specific challenges such as high-risk borrower segmentation, collateral valuation, and loss mitigation strategies.
Key Skills and Traits
• Proficiency in analytical tools and software (Excel, Tableau, Sigma); experience with SQL, Python, or R is a plus.
• Strategic mindset with excellent problem-solving abilities and business acumen.
• Exceptional communication skills for presenting complex findings to non-technical stakeholders.
• Ability to work independently in a fast-paced, high-growth environment while managing multiple priorities.
• Comfortable working with AI-enabled tools and adapting practices as technology evolves.
• Knowledge of machine learning techniques for predictive modeling (e.g., credit risk scoring) is advantageous.
Working Conditions
This position works in an office environment.
Compensation for this position varies by experience and location. The expected range is between $150,000 and $225,000
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link:
**************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$53k-88k yearly est. Auto-Apply 5d ago
Risk Management Client Service Intern, Commercial Lines - Anderson, SC
World Insurance Associates, LLC 4.0
Risk analyst job in Anderson, SC
Job DescriptionAbout Us World Insurance Associates is a unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local agents. We are one of the fastest-growing insurance brokers in the top 20 in the U.S. and we offer you the opportunity to develop your skills in a rapidly expanding organization. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Position Summary
The WORLD Internship Program is a 10-week program aimed to develop a bench of talented professionals who will be able to join us after college graduation. As a Summer Intern, you will gain an understanding of the Insurance Industry and the distribution models for Insurance Products. The program will provide you with a broad understanding of the insurance brokerage cycle from identifying and properly marketing risks, building a service timeline, implementing service requests, and working through a renewal. You will be placed in our Commercial Lines department for the duration of the summer:
Primary Responsibilities
You will work alongside our team and help drive the timely and accurate completion of assigned tasks:
Processing renewal of ID cards and policy change requests
Carrier document attachments and Certificates of Insurance
Shadowing client calls and Client Advisor or Carrier visits
Data management work
Additional tasks that could be beneficial to the intern
You will support the development of positive relationships with clients and teammates by providing high levels of advocacy, excellent service, and professional communication.
Key components of the program include In addition to the work, you do with your manager daily, you'll have the opportunity to participate in programs and events over the 10 weeks.
Intern Orientation and Closing Presentation at Iselin, New Jersey headquarters
Speaker Presentations, Town Halls, Monthly webinars by Executive Leadership
Learning from our CEO and COO about World's business strategy, operating model, and key priorities
Self-paced online program provided by the Council for Insurance Agents and Brokers
Fun networking, volunteer, and social events
Developmental workshops
Qualifications
Must be enrolled in a business program at an accredited university or college and graduating in May 2027 or December 2026. (Graduates and students enrolled in Insurance and Risk Management programs strongly preferred)
Must be willing to work onsite, M-F between 9 a.m. and 5 p.m. (we do not offer remote internships)
Prior customer support experience preferred.
Possess strong organization / administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven.
Maintain a sense of urgency and ability to work with and meet deadlines.
Demonstrate effective written and verbal communication, including the ability to actively listen, and problem solve with minimal assistance.
The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information.
Ability to maintain a professional demeanor and positive attitude.
What You'll Gain:
You will have the opportunity to learn how World helps clients improve financial performance while protecting them from risk exposure.
You will have the opportunity to build a foundation for a solid career in a stable industry with a rapidly growing team.
You will develop valuable skills and build a network that will help you launch a successful career.
You will build valuable skills in creating and presenting business proposals, understanding risk management, and developing time management strategies.
Compensation
The compensation for this internship is $23/hr.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
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$23 hourly 19d ago
Resident Management Intern
4Rahlp1 American Homes 4 Rent, L.P
Risk analyst job in Charleston, SC
Since 2012, we've grown to become one of the leading single-family rental companies and homebuilders in the country, recently recognized as a top employer by Fortune and Great Place To Work . At AMH, our goal is to simplify the experience of leasing a home through professional management and maintenance support, so our residents can focus on what really matters to them, wherever they are in life.
AMH's Internship Program provides a comprehensive range of opportunities for professional, leadership, and personal development, supporting interns' career growth. As a Resident Management Intern, you will have the opportunity to connect with peers, participate in Executive-led professional development sessions, and acquire invaluable industry-specific experience. The program provides hands-on experience in the innovative Single Family Rental REIT industry, enabling you to gain a comprehensive understanding of this groundbreaking field. By the end of the program, interns will have gained valuable skills and knowledge that will be beneficial in their future careers.
Internship Learning Objectives/Task Goals:
Work closely with the District & Resident Management team to attain knowledge in understanding the full spectrum of responsibilities and day-to-day tasks involved with property management.
Gain knowledge of marketing strategies, budget management, and understanding customer service.
Learn and participate in field operations visiting homes, reviewing marketing processes and field quality.
Become familiar with AMH applications and operational techniques through trainings and apply as needed.
Work with property management team to assist with sales process from start to finish, overcoming objections, providing solutions, building relationships, and creating excitement.
Assist with ensuring our properties meet the Company's standards by communicating maintenance and upkeep needs to the property's maintenance team members.
Learn and apply the customer experience which includes responding quickly and courteously to resident's concerns and questions, taking prompt action to solve problems, and conveying requests to the appropriate individual(s).
Work on special cross-functional projects that require building relationships and partnering with other groups and business partners to reach goals.
Provide support by assisting team with completing various financial, administrative, and other reports as needed.
Participate and support in community relations initiatives.
Attend weekly/bi-weekly team meetings.
Perform other duties and work on miscellaneous projects as requested.
Minimum Education/Skills/Experience/Credentials:
Enrolled in/graduated from a university degree program preferred.
Ability to maintain confidentiality of all aspects of job responsibilities.
Carries out all responsibilities in an honest, ethical, and professional manner.
Intermediate proficiency in MS Office Suite, including MS Excel.
Ability to meet tight deadlines and effectively prioritize and manage multiple concurrent projects.
Strong work ethic and a positive attitude; dependable, require minimal supervision.
Excellent communication skills, both verbal and written.
Results-driven achiever with exemplary planning and organizational skills, along with a high degree of detail orientation.
Robust assessment, analytical, critical thinking, and problem-solving skills.
This is a paid internship, however AMH does not provide housing, relocation, or transportation assistance.
Availability to commit to 40 hours per week from June 8th to August 14th, Summer of 2026.
AMH is an equal opportunity employer.
AMH conducts pre-employment background screening.
Compensation
The anticipated pay range/scale for this position is $22.00 hourly. Actual starting base pay within this range will depend on factors including geographic location, education, training, skills, and relevant experience.
CA Privacy Notice: To learn more about what information we collect when you apply for a job, and how we use that information, please see our CA Job Applicant Privacy Notice found at *************************************
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$22 hourly Auto-Apply 41d ago
RISK MANAGER - 0925
City of Greenville, Sc 4.4
Risk analyst job in Greenville, SC
Job SummaryUnder limited direction and in compliance with technical, administrative, regulatory, or professional standards and guidelines, develops, implements, and administers city-wide comprehensive risk management program. Responsible for identifying, analyzing, and mitigating risks that could adversely affect City operations, assets, employees, or the public. Provides strategic oversight of liability, property, casualty, and workers' compensation insurance programs; ensures compliance with federal, state, and local safety regulations; and develops policies to minimize exposure to loss. Manages the Risk Management internal service fund and claims accounts, develops and administers the annual Risk budget and cost allocations, and directs claims management activities. The role carries significant fiscal responsibility, ensuring the cost-effective use of insurance programs, claims reserves, and loss-prevention strategies to protect City and Greenville Transit Authority (GTA) resources. Reviews all formal solicitations during the development stage to ensure mandatory insurance requirements are sufficient to provide adequate protection to the City and GTA. Work involves substantial interaction with department directors, Human Resources Department, City Attorney's Office, and external stakeholders to proactively manage risks, resolve claims, and safeguard City finances. Serves as the Risk Manager for GTA and as the City's Title II Americans with Disabilities Act (ADA) Coordinator, providing guidance and assistance to departments on risk, safety, and ADA issues. Frequently leads or participates on committees and teams to address claims, disability management, ADA compliance, and other organizational risk and safety concerns.Essential Functions Essential Functions % of Time
* Provide Strategic Leadership for the Risk Management Program: Lead the development and execution of a comprehensive risk management framework for the City of Greenville and GTA. Establish and enforce policies covering insurance, liability, property, workers' compensation, and safety compliance; negotiate and manage insurance programs, including self-insured, excess coverage, and risk financing strategies; and perform financial analysis to evaluate the most cost-effective approach to coverage. Provide executive direction for city-wide safety compliance, approving corrective action plans and ensuring departments have access to appropriate safety resources, with day-to-day inspections and reporting managed by supporting staff. Serve as the City's and GTA's Occupational Safety and Health Administration (OSHA) Coordinator, acting as liaison with regulatory agencies, conducting research, and providing high-level guidance and direction, while delegating routine recordkeeping and inspection reporting to staff. Additional duties include reviewing South Carolina Department of Motor Vehicles (DMV) driver records for compliance with insurer requirements, coordinating Medicare, Medicaid, and SCHIP Extension Act (MMSEA) reporting, supporting disability management and workplace safety initiatives, and maintaining all records related to risk management activities.
40%
* Oversee Claims and Litigation Management: Provide oversight of the City's and GTA's liability, property, and workers' compensation claims to ensure effective administration, compliance, and protection of City and GTA's assets. Direct and evaluate the work of claims staff and the Third-Party Administrator (TPA) or risk pool to ensure claims are administered in compliance with City policy and applicable regulations, with daily claims processing performed by the Program Administrator are investigated in a timely manner, reserves are accurately maintained, settlements are equitable, and all federal, state, and local regulations (e.g., MMSEA) are met. Coordinate with the City Attorney's Office and external counsel, supporting or representing the City's and GTA's interests in hearings, mediations, and legal proceedings as appropriate. Maintain strong relationships with insurers, brokers, risk pool administrators, regulatory agencies, and City departments, and provide regular briefings to leadership on claims activity, exposures, and risk mitigation strategies.
25%
* Direct Risk Fund and Budget Administration: Provide financial stewardship of the City's Risk Fund to ensure long-term sustainability of resources used for insurance, claims, and risk mitigation programs. Oversee actuarial studies, cost allocation models, premium forecasting, and reserve requirements to maintain adequate funding levels. Direct the development and monitoring of the annual Risk Fund allocation budget, approve expenditures, and ensure accurate reconciliation of accounts. Ensure reconciliation of claims payments and loss fund accounts, holding staff and external partners accountable for accurate documentation and reporting. Provide executive oversight of subrogation and excess insurance recoveries, as well as claims payments administered by the TPA or risk pool. Deliver high-level financial analysis and transparent reporting to City leadership ensuring accountability in the use of public funds.
25%
* Serve as ADA Title II Coordinator: Serve as the City's designated ADA Title II Coordinator, providing leadership to ensure full regulatory compliance and equitable access to City programs, services, and facilities. Provide strategic guidance to departments to integrate accessibility considerations into policies, contracts, and public-facing initiatives. Collaborate with advocacy groups, community members, and external partners to address accessibility concerns, and oversee the prompt and equitable resolution of complaints and inquiries. Advance the City's commitment to inclusivity by fostering collaboration, accountability, and continuous improvement in accessibility practices. This role holds sole responsibility for ADA Title II coordination; supporting staff may assist with related documentation but do not serve in a coordinator capacity.
10%Perform other duties as assigned.Job Requirements
* Bachelor's degree in business, insurance, risk management, or a related field.
* At least four (4) years of progressively responsible experience in risk management including insurance claims handling or closely related area.
Preferred Qualifications
* Associate in Risk Management Public Entities (ARM-P).
* ADA Coordinator (ADAC).
* Certified Safety Professional (CSP).
Driver's License Requirements
* Valid South Carolina Class D Driver's License.
Performance RequirementsKnowledge of:
* Risk management activities such as risk identification/reduction, loss control, insurance, asset protection, employee safety, workers' compensation programs, etc.
* Claims handling, investigations, negotiations, processing techniques, and budgetary practices and controls.
* Pertinent federal, state, and local laws, codes, and regulations (OSHA, CDC, SCDHEC, Workers' Compensation, ADA, MMSEA, etc.).
* Methods and processes used in acquiring information and evidence for claim adjudication, regulatory compliance, safety program development, and ADA compliance.
* Contract law and contract document development.
* Insurance underwriting principles and practices, and insurance program renewal processes.
* Safety training and education principles and techniques.
* Current trends and practices related to the use of technology in risk management, claims adjusting, loss control, data analysis, data reporting, and related activities.
* Principles and best practices of customer service, including setting and meeting quality standards and evaluating customer satisfaction.
Ability to:
* Assess workplace situations and hazards and recommend appropriate corrective measures or strategies.
* Recognize the importance of safety in the workplace, follow safety rules, practice safe work habits, utilize appropriate safety equipment, and report unsafe conditions.
* Provide technical assistance, consultation, and education on risk management topics, both standard basic education and complex focused topics as needed.
* Demonstrate strong analytical, research, and problem-solving skills.
* Establish priorities for the completion of work in accordance with sound time-management methodology.
* Develop and manage the budget for the Risk Fund and/or multiple programs and projects, including approving expenditures for payment.
* Communicate effectively and build strong working relationships with individuals at all levels inside and outside the organization.
* Use effective judgment and discretion in discussing and resolving issues.
* Work cooperatively with others to achieve results.
* Maintain excellent organization and attention to detail.
* Handle complex situations requiring discretion, persuasion, conciliation, mediation, negotiation, or dispute resolution skills.
* Regularly work within situations requiring confidentiality.
* Regularly navigate contentious interactions where conflicting interests are present.
* Participate in the development and administration of division goals, objectives, and procedures.
* Read, analyze, and interpret claims files, insurance bids, contracts and agreements, DMV records, professional journals, financial reports, governmental regulations, and other documents relevant to departmental operations.
* Make mathematical calculations and draw logical conclusions; work with fractions, percentages, ratios/proportions, and measurements.
* Prepare clear, accurate, and professional reports, policies, correspondence, and email communications.
* Operate equipment to include calculator, camera, level, and tape measure.
* Operate general office equipment to include scanner, printer, copier, telephone, and computer with Microsoft Office Suite.
>Working ConditionsPrimary Work Location: Office environment.Protective Equipment Required: May be required in certain situations (e.g., field inspections, site visits).Environmental/Health and Safety Factors:
Occasional exposure to unpleasant environmental conditions and/or hazards. Occasional outside work. Seasonal exposure to extreme temperature and wetness and/or humidity.Physical Demands:
Frequently requires standing, fine dexterity, walking, lifting, carrying, sitting, reaching, handling/grasping, pushing/pulling, vision, hearing, twisting, and talking. Occasionally requires foot controls, bending, and crouching and stooping. Light strength demands include exerting up to 20 pounds occasionally, exerting up to 10 pounds frequently, or negligible amounts constantly.Mental Demands:
Frequently requires time pressures, frequent change of tasks, irregular schedule/overtime, performing multiple tasks simultaneously, working closely with others as part of a team, and tedious or exacting work. Occasionally requires emergency situations.Americans with Disabilities Act ComplianceThe City of Greenville is an Equal Opportunity Employer. To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions. Prospective and current employees should contact Human Resources to request an ADA accommodation.DisclaimerThe above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
$38k-51k yearly est. 44d ago
Associate Analyst, ICQA Shortage Control
Disclosure, Consent, Acknowledgment and Agreement
Risk analyst job in Rock Hill, SC
Associate Analyst, ICQA Shortage Control - (25005367) Description GENERAL PURPOSE: The Associate Analyst, Inventory Control & Quality Assurance Shortage Control position is responsible for the supporting of all inventory control indicators, transactions, and quality control metrics pertaining to shrink and shortage for the supply chain network. The Associate Analyst will research and provide data analysis to support preventing shrink. This position will partner and collaborate with the executive team, merchants, ICQA team, managers, and senior business analysts.
ESSENTIAL FUNCTIONS:
Research and provide data analysis to support preventing shrink. Identify areas of opportunities related to high shrink. This may include but is not limited to, understanding complex shrink opportunities, purchase orders, over receipts, and open quantities with shortage opportunities
Presenting data in charts, graphs, and tables (to give visual representation to trends);
Partner with multiple departments in resolving problems as requested and communicate research/resolutions.
Actively collaborate with Operations and provide data to help prevent and recover shrink.
Research and recommend alternative actions, procedural updates, audits and potential system updates.
Provide consistent level of internal and external customer service
Conduct ad hoc analysis and special requests as assigned by management.
COMPETENCIES:
Analysis and Judgement
Collaboration
Communication
Planning
Organization
Detail-Oriented
QUALIFICATIONS AND SPECIAL SKILLS REQUIRED:
2 years of Inventory Control & Quality Assurance or analyst experience preferred.
College degree or equivalent work experience
Ability to import, clean, transform, validate, and/or model data to aid in the decision-making process.
Advanced experience in MS Excel, MS Access, and VBA (or similar coding languages VB, C#, or C++).
SQL + query capability preferred.
Strong communication skills both oral and written, to all levels of the organization.
Ability to interact professionally with all levels within the organization.
Sense of urgency in responding to needs of Associates and Managers.
Ability to coordinate and engage with different teams across the network to accomplish projects.
Attention to detail and ability to work with a high level of accuracy.
Knowledge of Distribution Center processes with some knowledge of DC reports preferred.
Ability to read, speak and understand written instructions in English.
PHYSICAL REQUIREMENTS/ADA:
Must be able to lift up to 50 pounds as needed throughout shift.
Job requires ability to work in an office environment, primarily on a computer.
Requires sitting, standing, walking, reaching, hearing, talking on the telephone, attending in-person meetings, typing, handling objects with hands, and working with paper/files, etc.
Consistent timeliness and regular attendance.
Vision requirements: Ability to see information in print and/or electronically.
Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
This role requires full-time in-office presence, including to engage in in-person team interaction, meetings and collaboration, client support, mentoring, coaching, and/or feedback.
SUPERVISORY RESPONSIBILITIES:
None
DISCLAIMER
This job description is a summary of the primary duties and responsibilities of the job and position. It is not intended to be a comprehensive or all-inclusive listing of duties and responsibilities. Contents are subject to change at management's discretion.
Ross is an equal employment opportunity employer. We consider individuals for employment or promotion according to their skills, abilities and experience. We believe that it is an essential part of the Company's overall commitment to attract, hire and develop a strong, talented and diverse workforce. Ross is committed to complying with all applicable laws prohibiting discrimination based on race, color, religious creed, age, national origin, ancestry, physical, mental or developmental disability, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), veteran status, military status, marital or registered domestic partnership status, medical condition (including cancer or genetic characteristics), genetic information, gender, gender identity, gender expression, sexual orientation, as well as any other category protected by federal, state or local laws.
Primary Location: South Carolina-York-Rock Hill-Rock Hill Distribution CenterWork Locations: Rock Hill Distribution Center 1335 Galleria Boulevard Rock Hill 29730Job: Distribution Center Inventory Control and Quality AssuranceSchedule: Regular Full-time Job Posting: Nov 14, 2025
$43k-66k yearly est. Auto-Apply 9h ago
Financial Analyst
Collabera 4.5
Risk analyst job in North Charleston, SC
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence.
Job Description
Thorough understanding of cost input sources and Basis of Estimates
Understands the basic concept of EVMS.
Responsible for on-contract growth pricing
Possess in-depth knowledge of budgeting, forecasting, analysis and reporting cycle, to include experience in EAC, variance and trend analysis
Analyze and validate project costs and project performance status
Perform moderately complex accounting and analytical tasks; including transaction processing, account reconciliation, analysis and reporting
Develop corporate monthly, annual, and 5-year revenue and operating income forecasts using historical and trend analysis
Coordinate program level PM Reviews. Prepare and publish program metrics and reports
Possess general knowledge of contract management procedures and contract processes and support process improvement initiatives
Knowledge and application of FAR, CAS, and government accounting
Reconcile monthly and cumulative cost and performance data
Import/reconcile monthly budgets and forecasts
Develop presentations and metrics for internal and external customers, and maintain a high level of customer focus
Possess excellent written, verbal and interpersonal communication skills, along with ability to handle conflicting priorities among work groups
Capable of a high level of accuracy, attention to detail and high level of accountability
Ability to identify, diagnose, and resolve complex problems independently within a fixed period of time.
Perform all other duties as assigned.
Qualifications
Bachelor's Degree in Business, Engineering, Finance, Accounting or related field and 1-2 years of applicable experience.
Six Sigma/ Greenbelt certification desired
Experience with Indefinite Delivery Indefinite Quantity (IDIQ) government contracts is preferred
Experience with Cobra desired
Experience with Deltek accounting software (Costpoint, COGNOS) is a plus
Proficient in MS Office suites: Excel, PowerPoint, Word. Advanced Excel skills are required
Ability to get a clearance
Additional Information
To know more about this position, please contact:
Vishwas Jaggi
************
******************************
$54k-77k yearly est. Easy Apply 60d+ ago
Appraisal Analyst
Hudson Automotive Group 4.1
Risk analyst job in Charleston, SC
Hudson Automotive Group is on the lookout for a career-minded Appraisal Analyst to join our growing purchasing team. As an Appraisal Analyst you will be charged with managing and processing all vehicle appraisal requests submitted through retail stores and digital platforms. This role is critical part in delivering accurate, competitive, and market-aligned valuations using a combination of data analysis, digital tools, and strategic collaboration.
Hudson Automotive is one of the largest and fastest-growing automotive dealer groups in the Southeast U.S., and we're passionate about delivering an exceptional customer experience. If you are an experienced appraiser or automotive inventory professional, looking for a career, it's time to shift your career into gear with Hudson Automotive!
What do we offer?
Compensation: $36-48K + Commission ($500-$2000 monthly commission range)
**Volume bonus based on vehicles traded for/purchased that they appraised**
Schedule: Mon-Saturday/8am-5pm
Hudson Academy: Continuous Employee professional development.
Paid Time Off: Full-time employees can accrue up to 10 PTO days per year.
Medical, Dental, Vision, and Life Insurance.
401k program
Employee discounts on Vehicles, Products, and Services.
Who are we looking for?
Professional with a strong combination of data analysis, inventory acquisition, and strategic collaboration skills.
Strong attention to detail, communication, and teamwork skills.
Must be self-motivated and career minded.
Qualifications:
Experience evaluating vehicle condition reports, photos, history, and market data to produce precise and competitive valuations (preferred).
Experience utilizing digital tools such as vAuto, ProfitTime, KBB ICO, Stockwave, and MMR to inform appraisals (preferred).
Prior experience with vehicle valuations using a combination of data analysis, digital tools, and strategic collaboration. The position supports improved trade-in capture, inventory acquisition, and gross profitability across the organization.
Are you ready to work in a rewarding, high-energy environment, and state-of-the-art facility? Come take the next step of your career with Hudson Automotive Group!
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
$36k-48k yearly 10d ago
Financial Analyst, Corporate
Palmetto GBA 4.5
Risk analyst job in Columbia, SC
Why should you join the BlueCross BlueShield of South Carolina family of companies? Other companies come and go, but we've been part of the national landscape for more than seven decades, with our roots firmly embedded in the South Carolina community. We are the largest insurance company in South Carolina … and much more. We are one of the nation's leading administrators of government contracts. We operate one of the most sophisticated data processing centers in the Southeast. We also have a diverse family of subsidiary companies, allowing us to build on various business strengths. We deliver outstanding service to our customers. If you are dedicated to the same philosophy, consider joining our team!
Position Purpose:
Provides key financial reports/analysis to support senior management in planning/evaluation requirements/meeting financial objectives related to strategic investments/acquisitions. Performs market research/competitive analysis/valuation/financial modeling services and due diligence efforts. Prepares/documents complex financial analysis projects that are highly non-routine. Reviews/prepares financial statements/forecasts that involve extractions of financial data.
Logistics: Companion Life - one of BlueCross BlueShield of South Carolina's subsidiary companies.
Location: This position is full-time (40-hours/week) Monday-Friday in a typical office environment. You will work an 8-hour shift scheduled during our normal business hours of 8:00AM-5:00PM. This role is located at 1301 Gervais St, Suite 900 Columbia, SC 29201.
What You'll Do:
Reviews and researches strategic corporate finance projects such as mergers and acquisitions, investment opportunities, and other project as assigned by executive staff.
Performs complex statistical, cost and financial analysis of data to determine costs of business activities. Interprets financial transactions in order for management to make economic or business decisions, determine past financial performance, and/or to project a financial probability.
Reviews and/or prepares financial statements, builds financial models, and researches potential acquisitions for areas of the company which do not have an appointed accounting staff.
Completes special projects such as financial statement analysis, impairment analysis requiring discounted cash flow techniques, audited financial review, vendor analysis, forecasting, general ledger reconciliations, preparation of AD HOC and custom reports, etc.
To Qualify For This Position, You'll Need The Following:
Bachelor's in a job-related field
7 years financial analysis experience with a bachelor's degree, OR 3 years financial analysis experience with a masters degree and CPA license.
Strong communication and decision-making skills. Able to compile complex information, design reports and analyze data.
Excellent presentation, organization, and research skills. Academic and practical knowledge of generally accepted accounting principles (GAAP). Excellent analytical and modeling skills, in-depth knowledge of financial statement analysis and a strong understanding of corporate finance concepts such as discounted cash flow and valuation methodologies.
Required Software and Tools: Microsoft Office.
We Prefer That You Have the Following:
Strong Proficiency in Microsoft Excel.
Our Comprehensive Benefits Package Includes The Following: We offer our employees great benefits and rewards. You will be eligible to participate in the benefits the first of the month following 28 days of employment.
Subsidized health plans, dental and vision coverage
401k retirement savings plan with company match
Life Insurance
Paid Time Off (PTO)
On-site cafeterias and fitness centers in major locations
Education Assistance
Service Recognition
National discounts to movies, theaters, zoos, theme parks and more.
What We Can Do for You: We understand the value of a diverse and inclusive workplace and strive to be an employer where employees across all spectrums have the opportunity to develop their skills, advance their careers and contribute their unique abilities to the growth of our company.
What To Expect Next: After submitting your application, our recruiting team members will review your resume to ensure you meet the qualifications. This may include a brief telephone interview or email communication with our recruiter to verify resume specifics and salary requirements.
Equal Employment Opportunity Statement
BlueCross BlueShield of South Carolina and our subsidiary companies maintain a continuing policy of nondiscrimination in employment to promote employment opportunities for persons regardless of age, race, color, national origin, sex, religion, veteran status, disability, weight, sexual orientation, gender identity, genetic information or any other legally protected status. Additionally, as a federal contractor, the company maintains affirmative action programs to promote employment opportunities for individuals with disabilities and protected veterans. It is our policy to provide equal opportunities in all phases of the employment process and to comply with applicable federal, state and local laws and regulations.
We are committed to working with and providing reasonable accommodations to individuals with disabilities, pregnant individuals, individuals with pregnancy-related conditions, and individuals needing accommodations for sincerely held religious beliefs, provided that those accommodations do not impose an undue hardship on the Company.
If you need special assistance or an accommodation while seeking employment, please email ************************ or call ************, ext. 47480 with the nature of your request. We will make a determination regarding your request for reasonable accommodation on a case-by-case basis.
We participate in E-Verify and comply with the Pay Transparency Nondiscrimination Provision. We are an Equal Opportunity Employer. Here's more information.
Some states have required notifications. Here's more information.
$48k-78k yearly est. Auto-Apply 5d ago
Quantitative Analyst I
Global Channel Management
Risk analyst job in Columbia, SC
Global Channel Management is a technology company that specializes in various types of recruiting and staff augmentation. Our account managers and recruiters have over a decade of experience in various verticals. GCM understands the challenges companies face when it comes to the skills and experience needed to fill the void of the day to day function. Organizations need to reduce training and labor costs but at same requiring the best "talent " for the job.
Qualifications
Microsoft Access- Required
Microsoft Excel- Required
Microsoft PowerPoint- Required
Microsoft Word- Required
Visio- Preferred
Business Intelligence Reporting Tools- Preferred
Business Case Preparation- Required
Business Cost/Benefit Analysis- Required
SAP- Preferred
Adobe Acrobat- Preferred
Advanced Analysis Tools- Preferred
Lean Six Sigma- Preferred
Statistical Analysis Tools- Preferred
Data Trend Analysis & Interpretation- Required
Financial/Budget Analysis- Required
Business Performance Analysis- Required
Statistical Analysis- Required
Additional Information
$20hr
6 months
$20 hourly 1d ago
Intern - Financial Planning & Analyst
Purpose Financial/Advance America
Risk analyst job in Spartanburg, SC
Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and meeting consumers wherever they are. Through its brands, the company is committed to helping customers achieve their version of financial stability in the moment and in the future. Since 1997, Purpose Financial has been a pioneer in the consumer credit and financial services market offering money solutions in over 1,500 storefronts locations and online lending. Providing services in over 27 states, Purpose Financial employs over 3,700 team members.
At Purpose Financial we are always on the lookout for motivated individuals who share in our values of mutual respect to join our team of outstanding professionals.
We offer:
Competitive Wages
Life/Health Benefits
401(k) Savings Plan
Educational Assistance
Paid Vacation/Holidays
Employee Discounts
Work-life Balance
Business Casual Environment
Paid Volunteer time off
Rewards and Recognition Program
EAP
To learn more about Purpose Financial visit Purpose Financial Website
Position Summary
Description of Projects (List duties, responsibilities, etc):
Create financial reports, presentations, and recommendations for management
Assist in the development of financial models to forecast business growth
Support the annual Plan and reforecast process
Conduct analysis on key business opportunities
Collaborate with peers, senior analysts, and other team members - share thoughts, ideas and opinions on actionable business insights using financial results and KPIs
Job Responsibility
Qualifications/Requirements (i.e., education, technical skills, etc.):
Current student at an accredited university or college that is a Junior, Senior, graduate student, or graduate expecting to pursue a Masters
Ability to work on a full-time basis for the entire duration of the summer internship; part-time opportunities may be available during fall and/or spring semesters
Strong financial modeling skills and familiarity with financial statements
Excellent verbal and written communication skills
Willingness to collaborate in a team environment
Ability to understand the big picture as well as pay attention to detail
Strong knowledge of MS Office Suite (Word, Excel, PowerPoint); Knowledge of SQL or Tableau is a plus
Job Responsibilities Cont. Education Required
Qualifications/Requirements (i.e., education, technical skills, etc.):
Current student at an accredited university or college that is a Junior, Senior, graduate student, or graduate expecting to pursue a Masters
Ability to work on a full-time basis for the entire duration of the summer internship; part-time opportunities may be available during fall and/or spring semesters
Strong financial modeling skills and familiarity with financial statements
Excellent verbal and written communication skills
Willingness to collaborate in a team environment
Ability to understand the big picture as well as pay attention to detail
Strong knowledge of MS Office Suite (Word, Excel, PowerPoint); Knowledge of SQL or Tableau is a plus
Experience Required
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Knowledge Required
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Physical Requirements
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Competencies Compliance/IntegrityCustomer CentricityInterpersonal SkillsResilienceResults/AccountabilityWorking with Diverse PopulationsTravel Attire Other
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.
Requisition ID: 15180
$25k-37k yearly est. 60d+ ago
Sr Group Risk Specialist- Enterprise Risk
TD Bank 4.5
Risk analyst job in Greenville, SC
New York, New York, United States of America **Hours:** 40 **Pay Details:** $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Risk Management
**Job Description:**
The Senior Group Risk Specialist provides a comprehensive and diverse range of risk management expertise to business leaders. Leads and supports the implementation of appropriate risk frameworks and leading related management activities to mitigate enterprise and/or business-wide risk exposures for key business segment of the Bank or functional area. May provide oversight, commentary, and recommendations based on overall strategy and industry best practices.
_Our team currently operates under a hybrid work model, with employees expected to work in the office two days per week. Starting in November 2025, this expectation will increase to four days per week. Please note that, due to limited office space, the exact timing of this transition may vary depending on availability and individual circumstances._
**Depth & Scope:**
+ Recognized as top level expert within the company and requires significant in-depth and/or breadth of expertise in a complex field and knowledge of broader related areas
+ Senior specialist providing advisory services to executives, business segment leaders and governs requirements for own work
+ Integrates knowledge of the enterprise function's or business segment's strategy in leading program design, policy formulation or operating standards within one or more areas of expertise
+ Anticipates emerging business trends and regulatory/risk issues as a basis for recommending large-scale product, technical, functional or operations improvements
+ Serves as a source of expert advice to senior management in field of specialty; may lead team(s) of related specialists/experts
+ Advises on execution strategy and leads the development and deployment of functional programs or initiatives within own field or across multiple specialties
+ Solves unique and ambiguous problems with broad impact; typically oversees standards, controls and operating methods that have significant financial and operational impact within the context of own field
+ Requires innovative thinking to develop new solutions
+ Impacts the technical or functional direction and resource allocation of part of an enterprise function or business segment
+ Works within general policies and industry guidelines
+ Engages stakeholders to take action; serves as a source of expert advice, influences change; frames information in a broader context
+ Provides leadership guidance, makes recommendations and collaborates with business to ensure solutions meet the business needs on a complex project or program
+ Identifies and leads problem resolution for project/program complex requirements related issues at all levels
**Education & Experience:**
+ Undergraduate degree or technical certificate and/or
+ 10+ years relevant experience
+ Advanced knowledge of risk management governance, programs, policies, practices, operating frameworks & reporting for business supported and/or area of discipline to deliver objective guidance and independent challenge on initiatives.
+ Knowledge of risk management environment, standards, regulations and mitigation
+ Knowledge of current and emerging competitor and market trends
+ Ability to contribute to strategic direction of the function and provide advice to senior leadership
+ Skill in mentoring and coaching
+ Skill in using advanced analytical software tools, data analysis methods and specialized reporting techniques
+ Advanced ability to lead, plan, implement, and evaluate program/project activities to ensure completion of initiatives
+ Ability to make an impact, influence, and achieve results with effective negotiation, problem-solving, and communication skills
+ Skill in using computer applications including MS Office
+ Ability to communicate effectively in both oral and written form
+ Ability to work collaboratively and build relationships across teams and functions
+ Ability to work successfully as a member of a team and independently
+ Ability to exercise sound judgement in making decisions
+ Ability to analyze, organize and prioritize work while meeting multiple deadlines
+ Ability to handle confidential information with discretion
**Preferred Qualifications:**
+ Strong understanding of data and metrics
+ Finance risk experience
+ Experience working with Stakeholders
**Customer Accountabilities:**
+ Leads the development and/or implementation of specific standards, policies and/or processes that identify, report on and mitigate operational (or all major) risk exposures within the business
+ Proactively analyzes potential risks and ensures escalation of key risks to appropriate areas and/or executive review with business executive findings and action plans to mitigate and manage these risks
+ Establishes and provides on-going analysis and reporting on operational risk and/or other major risk categories as applicable to own business or functional area, and reviews findings and action plans with business leaders to mitigate and manage key issues
+ Coordinates and/or guides activities relating to core operational risk disciplines/programs including, Risk & Control Self-Assessment, Business Continuity Management, Outsourcing & Vendor Management, Regulatory Compliance (e.g. CDIC, AML, Privacy, IDA, CBA, SOX, Basel etc.)
+ Supports enterprise-wide operational risk escalation, review and approval processes, data management, policies and risk assessment processes
+ Directs the development and monitoring of Key Risk Indicators and facilitate communication and resolution of risk issues among other business segments where applicable
+ May be accountable for managing ancillary operational risk areas (e.g. BCM/incident management, outsourcing/vendor management, fraud aggregation and assessment, Basel implementation/capital analysis, change management, Privacy, AML, LCM and other regulatory issues), in addition to core functions
+ May be responsible for providing support for other major risk areas (e.g. Market, Credit, Reputational and/or Regulatory risks etc.)
+ May be a point of contact for guidance in the monitoring/reporting of compliance, management, and strategic initiatives
+ Provides broad/deep commentary in support of the development/maintenance/oversight of policies/procedures/practices, as required
**Shareholder Accountabilities:**
+ Adheres to enterprise frameworks or methodologies that relate to activities for our business area
+ Ensures respective programs/policies/practices are well managed, meet business needs, comply with internal and external requirements, and align with business priorities
+ Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
+ Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
+ Participates in cross-functional/enterprise/initiatives as a subject matter expert helping to identify risk/provide guidance for complex situations
+ Conducts internal and external research projects; supports the development/delivery of presentations/communications to management or broader audience
+ Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations and assess the effectiveness of programs/policies/practices
+ Monitors service, productivity and assesses efficiency levels within own function and implements continuous process/performance improvements where opportunities exist
+ Leads/facilitates and/or implements actions/remediation plans to address performance/risk/governance issues
+ Actively manages relationships within and across various business lines, corporate and/or oversight functions and ensures alignment with enterprise and/or regulatory requirements
+ Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
+ Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
**Employee/Team Accountabilities:**
+ Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
+ Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
+ Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
+ Participates in personal performance management and development activities, including cross training within own team
+ Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
+ Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
+ Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships
+ Contributes to a fair, positive and equitable environment that supports a diverse workforce
+ Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$115.4k-186.2k yearly 56d ago
Risk Rating Review Intern (Summer 2026)
Farm Credit Services of America 4.7
Risk analyst job in Columbia, SC
Risk Rating Review Intern will focus mainly on performing tasks typically performed within the Credit Analysis function of AgFirst. Examples may include evaluating collateral, utilizing financial models, writing credit reviews of loans in the Bank portfolio and preparing research on key industries within AgFirst's portfolio. Specifically, this intern will assist in completing the review of the Bank's portfolio by completing annual risk rating reviews of Borrower's and assessing their credit ratings.
Our interns are invaluable to the team, and we appreciate the unique perspectives and fresh ideas they bring to our projects. Interns at AgFirst continue to significantly contribute to accomplishing business objectives while gaining invaluable experience in their field of study and building their network. Our structured summer program includes opportunities for presenting to executive leadership, professional development, and building camaraderie with your intern group through volunteerism. Don't miss this opportunity to make your resume!
What you'll do
Evaluate collateral, utilizing financial models, writing credit reviews of loans in the Bank portfolio Calculate metrics and ratios
Preparing research on key industries within AgFirst's portfolio.
Assist in completing the review of the Bank's portfolio by completing annual risk rating reviews of Borrower's and assessing their credit ratings.
What you'll need
Undergraduate or Graduate student with a background in Finance, Accounting, or Business Management
Strong analytical and quantitative skills with a solid understanding of GAAP accounting
$43k-69k yearly est. Auto-Apply 60d+ ago
Corporate Strategy Analyst
Regional Finance 4.1
Risk analyst job in Greer, SC
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Job Purpose
We are seeking a strategic, analytical, and forward-thinking Strategy Analyst to join our Strategy & Business Development team. This role is ideal for a candidate who thrives on solving complex business problems, developing financial models, and shaping long-term growth strategies. You will work closely with senior leadership to drive data-informed decisions, optimize performance, and identify new growth opportunities in a dynamic, regulated environment.
This is a high-impact role that blends financial analysis, strategic planning, and cross-functional collaboration. The ideal candidate brings a consulting mindset, strong communication skills, and a passion for driving transformation and innovation.
Duties and Responsibilities
Strategic Analysis & Planning
* Partner with senior leadership to define and refine the company's growth strategy and long-term strategic roadmap.
* Apply structured, hypothesis-driven problem solving to identify root causes of business challenges and evaluate strategic alternatives.
* Translate strategic objectives into actionable initiatives and performance metrics.
Financial Modeling & Scenario Analysis
* Develop and maintain complex financial models to forecast business scenarios, assess risk, and evaluate the financial impact of strategic options.
* Conduct pricing, portfolio performance, and risk assessment modeling using tools such as Excel, SQL, or Python.
* Owns M&A and partnership evaluations by assessing financial viability, integration risks, and strategic fit.
Market Research & Competitive Intelligence
* Continuously monitor industry trends, emerging technologies, competitor strategies, and regulatory developments.
* Provide thought leadership on market dynamics and articulate strategic implications for the business.
* Benchmark performance metrics and identify opportunities for product diversification, geographic expansion, or operational improvement.
Cross-Functional Collaboration
* Lead and collaborate with cross-functional teams (e.g. Finance, Risk, Operations, Compliance) to design and implement strategic initiatives.
* Ensure alignment of departmental plans with overall business strategy and regulatory requirements (e.g., FCRA, TILA).
* Integrate compliance and risk considerations into strategic planning and execution.
Executive Communication & Reporting
* Synthesize complex analyses into clear, compelling presentations, dashboards, and reports for executive leadership and the Board.
* Communicate strategic recommendations and business cases using storytelling, data visualization, and persuasive narratives.
* Prepare executive- and board-level documents and scenario analyses to support strategic decision-making.
* Own prioritization and execution of strategic initiatives, using project management skills to ensure timely progress and cross-functional alignment.
* Track performance against strategic goals and provide insights to refine execution plans.
Minimum Qualifications
* Bachelor's degree in Finance, Economics, Engineering, Business Analytics, or a related field.
* 2 to 5 years of experience in financial analysis, strategy consulting, or investment research, preferably within lending, consumer finance, or banking sectors.
* Proven experience in data analysis and modeling, including deep financial valuation analysis, loan performance, pricing, and risk metrics.
* Strong understanding of financial regulations and compliance standards in the lending industry.
Preferred Qualifications
* Prior experience at a top-tier consulting firm, asset management firm or financial institution
* CFA, MBA, or advanced degree is a plus but not required.
* Familiarity with subprime-specific challenges such as high-risk borrower segmentation, collateral valuation, and loss mitigation strategies.
Key Skills and Traits
* Proficiency in analytical tools and software (Excel, Tableau, Sigma); experience with SQL, Python, or R is a plus.
* Strategic mindset with excellent problem-solving abilities and business acumen.
* Exceptional communication skills for presenting complex findings to non-technical stakeholders.
* Ability to work independently in a fast-paced, high-growth environment while managing multiple priorities.
* Comfortable working with AI-enabled tools and adapting practices as technology evolves.
* Knowledge of machine learning techniques for predictive modeling (e.g., credit risk scoring) is advantageous.
Working Conditions
This position works in an office environment.
Compensation for this position varies by experience and location. The expected range is between $150,000 and $225,000
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$53k-88k yearly est. 4d ago
Risk Management Client Service Intern, Commercial Lines - Anderson, SC
World Insurance Associates 4.0
Risk analyst job in Anderson, SC
About Us World Insurance Associates is a unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local agents. We are one of the fastest-growing insurance brokers in the top 20 in the U.S. and we offer you the opportunity to develop your skills in a rapidly expanding organization. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Position Summary
The WORLD Internship Program is a 10-week program aimed to develop a bench of talented professionals who will be able to join us after college graduation. As a Summer Intern, you will gain an understanding of the Insurance Industry and the distribution models for Insurance Products. The program will provide you with a broad understanding of the insurance brokerage cycle from identifying and properly marketing risks, building a service timeline, implementing service requests, and working through a renewal. You will be placed in our Commercial Lines department for the duration of the summer:
Primary Responsibilities
You will work alongside our team and help drive the timely and accurate completion of assigned tasks:
Processing renewal of ID cards and policy change requests
Carrier document attachments and Certificates of Insurance
Shadowing client calls and Client Advisor or Carrier visits
Data management work
Additional tasks that could be beneficial to the intern
You will support the development of positive relationships with clients and teammates by providing high levels of advocacy, excellent service, and professional communication.
Key components of the program include In addition to the work, you do with your manager daily, you'll have the opportunity to participate in programs and events over the 10 weeks.
Intern Orientation and Closing Presentation at Iselin, New Jersey headquarters
Speaker Presentations, Town Halls, Monthly webinars by Executive Leadership
Learning from our CEO and COO about World's business strategy, operating model, and key priorities
Self-paced online program provided by the Council for Insurance Agents and Brokers
Fun networking, volunteer, and social events
Developmental workshops
Qualifications
Must be enrolled in a business program at an accredited university or college and graduating in May 2027 or December 2026. (Graduates and students enrolled in Insurance and Risk Management programs strongly preferred)
Must be willing to work onsite, M-F between 9 a.m. and 5 p.m. (we do not offer remote internships)
Prior customer support experience preferred.
Possess strong organization / administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven.
Maintain a sense of urgency and ability to work with and meet deadlines.
Demonstrate effective written and verbal communication, including the ability to actively listen, and problem solve with minimal assistance.
The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information.
Ability to maintain a professional demeanor and positive attitude.
What You'll Gain:
You will have the opportunity to learn how World helps clients improve financial performance while protecting them from risk exposure.
You will have the opportunity to build a foundation for a solid career in a stable industry with a rapidly growing team.
You will develop valuable skills and build a network that will help you launch a successful career.
You will build valuable skills in creating and presenting business proposals, understanding risk management, and developing time management strategies.
Compensation
The compensation for this internship is $23/hr.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
#LI-KM1
$23 hourly Auto-Apply 60d+ ago
Quantitative Analyst I
Global Channel Management
Risk analyst job in Columbia, SC
Global Channel Management is a technology company that specializes in various types of recruiting and staff augmentation. Our account managers and recruiters have over a decade of experience in various verticals. GCM understands the challenges companies face when it comes to the skills and experience needed to fill the void of the day to day function. Organizations need to reduce training and labor costs but at same requiring the best "talent " for the job.
Qualifications
Microsoft Access- Required
Microsoft Excel- Required
Microsoft PowerPoint- Required
Microsoft Word- Required
Visio- Preferred
Business Intelligence Reporting Tools- Preferred
Business Case Preparation- Required
Business Cost/Benefit Analysis- Required
SAP- Preferred
Adobe Acrobat- Preferred
Advanced Analysis Tools- Preferred
Lean Six Sigma- Preferred
Statistical Analysis Tools- Preferred
Data Trend Analysis & Interpretation- Required
Financial/Budget Analysis- Required
Business Performance Analysis- Required
Statistical Analysis- Required
Additional Information
$20hr
6 months