Post job

Senior Planning Analyst remote jobs

- 1,376 jobs
  • SAP Supply Chain Planning Analyst (Hybrid)

    Maxonic Inc.

    Remote job

    Job Title: SAP Supply Chain Planning Analyst Work Schedule: Hybrid Rate: $75, Based on experience. Responsibilities: Criteria: • 8+ years SAP experience, being able to come to the office daily. • We require someone with 8+ years of analyst experience and solid expertise in SAP planning or MRP systems. Job Description: • This role will focus on understanding End to End Supply Chain planning processes to bridge business needs with technical solutions, proactively work with the various functions to determine areas of opportunity for business process gaps and improvement opportunities. • This role will closely work with the IT and Planning team to implement planning solutions, through support training and deployment needs. • The ideal candidate should have solid supply chain planning knowledge, proficiency in planning software implementation cycles with excellent problem solving skills. Key Responsibilities: • Worked with supply chain operations and planning business teams to understand and collect their pain points and use cases. • Define comprehensive business requirements with key supply chain planning principles, make the right business case for applications, or features that support our operations • Identifying and implementing improvements in current workflows and processes that can help improve efficiency and visibility • Partner with IT to enable new capabilities throughout the project lifecycles, run and manage smaller enhancement projects as business project manager • Create project related documents including Business Process Flow, User Requirement Documents, User Acceptance Test Cases, and training related documents • Facilitate UAT, user training and change management. • Investigate and identify system issues and gaps, working closely with IT and business users to resolve issues and implement potential resolutions. • Support Supply chain planning and operations related key metrics and data analysis • Ability to work collaboratively and independently in a fast-paced environment and juggle competing priorities where there is ambiguity and multi-tasking Requirements: • BA/BS in technical or Supply Chain relevant fields • 7+ years of relevant experience in a business system analyst role in supply chain or manufacturing domain. About Maxonic: Since 2002 Maxonic has been at the forefront of connecting candidate strengths to client challenges. Our award winning, dedicated team of recruiting professionals are specialized by technology, are great listeners, and will seek to find a position that meets the long-term career needs of our candidates. We take pride in the over 10,000 candidates that we have placed, and the repeat business that we earn from our satisfied clients. Interested in Applying? Please apply with your most current resume. Feel free to contact Manish Rajput (****************** / *************** for more details.
    $75 hourly 3d ago
  • Senior Analyst, Supply Chain Systems

    Option 1 Staffing Services, Inc.

    Remote job

    Healthcare Remote - Miramar, Florida Salary DOE Secure an excellent salary and comprehensive benefits package while working 100% remote for an outstanding, employee-focused Healthcare leader." Option 1 Staffing is currently recruiting for a renowned healthcare facility that is growing. This is a remote Sr. level position that won't be open for long. Excellent salary, benefits and amazing people to work with. The Senior Analyst for Supply Chain Systems is a critical subject matter expert responsible for the entire lifecycle of software and hardware systems used in the healthcare system's supply chain. This includes design, implementation, maintenance, and essential system upgrades. The role requires proactive customer service to meet and anticipate user needs effectively. Key Responsibilities: System Operations & Troubleshooting: Manage, maintain, and troubleshoot technical, process, and customer issues related to core supply chain functions: Requisitioning, Approvals, Purchase Order (PO) Generation, Receiving, and the Invoice Matching process. Inventory Management: Oversee and troubleshoot Inventory Management processes, including the Mobile Supply Chain system. Data Integrity & Optimization: Maintain and optimize the Item Master data, ensuring compliance with system and government requirements, including management of GTINs, UNSPCs, and Revenue codes. System Enhancement: Research, evaluate, recommend, and implement new system functionality, technology (especially within the ERP), or improved processes identified in the healthcare market. Documentation & Governance: Author and update Supply Chain Management (SCM) System policies, procedures, and process workflows. Interdepartmental Support: Collaborate with and support all supply chain areas to drive process improvements, efficiencies, and address system requirements. Reporting & Analysis: Design, maintain, and execute complex SQL reports from Production and Data Warehouse servers for ad-hoc requests, problem resolution, and routine monthly reporting. Interface Management: Design, collaborate on, test, and support interfaces for data exchange with external systems (e.g., Clinical ERP, Point of Use stations, GPO, Recall Management). Strategic Planning: Initiate, collaborate on, and provide expert advice in brainstorming and road mapping sessions to enhance the supply chain efficiency system-wide. Serve as a subject matter expert or project manager, including developing project plans. Financial Closing: Execute the month-end closing activities for all Supply Chain modules. Contingency Planning: Develop and oversee Emergency Preparedness Contingency plans for the system. User Access & Security: Develop and maintain user roles within the ERP and vendor systems by managing the addition, modification, and removal of user rights. Vendor Data: Upload price files and agreements as directed by Strategic Sourcing. System Event Scheduling: Create and maintain a system events calendar to ensure all yearly, quarterly, and monthly system activities are planned and completed on schedule. Training & Education: Develop and maintain user training documentation and conduct training sessions on demand, at scheduled intervals, and for continual education. Electronic Data Interchange (EDI): Support and maintain EDI connections between the ERP system, the exchange, and vendors. Required Competencies: Accountability, strong analytical and decision-making skills in SCM, commitment to customer service, effective communication (written and verbal), superior organizational skills, materials problem-solving expertise, adaptability to change, adherence to standards of behavior, and proficiency in supply chain management systems. Education & Experience: Education: Bachelor's degree (Required). In lieu of a degree, eight (8) years of relevant work experience in Information Technology, System Applications, Supply Chain, or a related field is accepted. Experience: Two (2) years of experience in a similar role (Required). For immediate consideration, please apply! Option 1 Staffing is an award-winning, statewide, recognized leader in staffing and recruiting, specializing in placing the highest caliber of Non-Clinical Healthcare, Information Technology, Supply Chain, Administrative/Office, and Accounting/Finance professionals in contract and direct-hire opportunities. We work with top and emerging companies in the Technology and Healthcare industry. We Offer: · Excellent opportunity to work for an outstanding, large, and growing company! · Awesome Benefits! · Excellent salary! · Medical Insurance · 401K “Best of Staffing Award” Best of Staffing Award is the only award in the U.S. that recognizes staffing agencies that have proven superior service quality based entirely on ratings provided by their clients and job candidates. Award winners make up less than 2% of all staffing agencies in North America. “Top Performer Award” Top Performer Award by Workforce Logiq highlights high-performing staffing companies who are chosen based on a variety of criteria critical to our clients' satisfaction, including customers serviced, cycle time, submittals per requisition, percentage of submittals hired, program compliance, fill ratio, and more. Member American Staffing Association Since 1991.
    $74k-100k yearly est. 2d ago
  • Strategy & Operations - Sales

    Bridge 4.2company rating

    Remote job

    Bridge radically simplifies accepting insurance for virtual care clinics, enabling them to offer patients insurance-covered care within a matter of weeks. By utilizing Bridge, virtual care clinics can tap into nationwide insurance coverage, leverage patient-facing and back-office technology specifically designed for virtual care workflows, and benefit from comprehensive revenue cycle management. Recently emerging from stealth mode, Bridge has already signed multiple large companies, including public companies. It is led by a team of seasoned healthcare experts with extensive experience across virtual care clinic operations, insurance contracting, and revenue cycle management. Backed by leading investors including General Catalyst, Andreessen Horowitz, Thrive Capital, Khosla Ventures, Greenoaks, and Mischief, we're poised to scale rapidly. The Role We're hiring a Growth team member to report directly to the Head of Growth, with responsibility for driving new logo sales and revenue growth. You'll own the full sales cycle, from prospecting through close, with a focus on signing new logos, accelerating deal velocity, and building repeatable sales processes. This is not a traditional sales role; success requires deep curiosity, the ability to educate and advise prospects, and comfort navigating the nuances of healthcare billing and insurance at a scaling startup. This is a high-impact role for an ambitious operator who thrives in fast-moving environments and enjoys scaling go-to-market functions. By helping virtual care companies scale, you'll directly expand patient access to affordable, insurance-covered care nationwide. Responsibilities Own the full sales cycle (from lead generation through close) with a focus on new logo acquisition and pipeline health. Build trusted relationships with executives and operators, advising them on billing models, payer requirements, and Bridge's capabilities. Partner cross-functionally (Product, RCM, Payor, Ops, Legal, Engineering) to ensure successful deal execution and translate market feedback into strategy and product improvements. Contribute to building repeatable sales processes that support scale and faster deal velocity. Requirements4+ years of experience in a customer-facing growth, business development, consulting, or account management role Strong understanding of US healthcare, ideally with exposure to virtual care and/or reimbursement models Demonstrated success in early-stage startup environments; comfortable with ambiguity Exceptional communication skills and ability to quickly build trust with executive-level stakeholders Analytical problem-solver who can translate prospect needs into actionable insights for internal teams Highly collaborative, eager to partner across the organization to drive impact What we're not looking for: Traditional transactional sales backgrounds without healthcare exposure Candidates without experience in early-stage or high-growth environments Why Bridge?Be a foundational team member in a company transforming how virtual care clinics scale insurance access Work on high-impact, revenue-driving initiatives directly alongside the Head of Growth Help shape and scale a critical revenue-driving function at a fast-growing startup. Join a world-class team backed by leading investors. Competitive salary, benefits, and equity package. Location Our preference is for candidates who can join us in-person in Boulder, CO. Our ideal weekly schedule is 3 days in-office, 2 days remote. We are open to fully remote for select candidates. Compensation Base and variable compensation $110,000 - $150,000 + variable compensation DOE + equity opportunity
    $110k-150k yearly 5d ago
  • REMOTE DATA ANALYST

    Alternative Realty Group LLC

    Remote job

    At [Alternative Realty Group LLC], we're proud to stand at the forefront of the Big Data revolution. Using the latest analytics tools and processes, we're able to maximize our offerings and deliver unparalleled service and support. To help carry us even further, we're searching for an Entry Level data analyst to join our team, We said Entry Level not experience data analyst. The ideal candidate will be highly skilled in all aspects of data analytics, including mining, generation, and visualization. Additionally, this person should be committed to transforming data into readable, goal-oriented reports that drive innovation and growth. Objectives of this role Develop, implement, and maintain leading-edge analytics systems, taking complicated problems and building simple frameworks Identify trends and opportunities for growth through analysis of complex datasets Evaluate organizational methods and provide source-to-target mappings and information-model specification documents for datasets Create best-practice reports based on data mining, analysis, and visualization Evaluate internal systems for efficiency, problems, and inaccuracies, and develop and maintain protocols for handling, processing, and cleaning data Work directly with managers and users to gather requirements, provide status updates, and build relationships Required skills and qualifications Entry Level mining data as a data analyst Proven analytics skills, including mining, evaluation, and visualization Technical writing experience in relevant areas, including queries, reports, and presentations Strong SQL or Excel skills, with aptitude for learning other analytics tools
    $49k-73k yearly est. 1d ago
  • Business Operations Analyst II

    Stewart Enterprises 4.5company rating

    Remote job

    At Stewart, we know that success begins with great people. As a Stewart employee, you'll be joining a company that was named a 2024-2025 Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth - by attaining the best people, investing in tools and resources that enable success, and creating a better home for all. You will be part of an inclusive work environment that reflects the customers we serve. You'll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company. Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit stewart.com/about. More information can be found on stewart.com. Get title industry information and insights at stewart.com/insights. Follow Stewart on Facebook @StewartTitleCo, on Instagram @StewartTitleCo and on LinkedIn @StewartTitle Job Description Job Summary Responsible for collaborating with peers and management to elicit, analyze, understand and validate requirements for changes to processes and systems. Job Responsibilities Identify risks, dependencies, and potential roadblocks Conduct meetings/sessions to design solutions that meet business needs Create and design solutions that assists operations in meeting core business objectives Performs a range of assignments and may lead projects within own discipline Applies working knowledge of business and best practices gained through understanding of key business drivers and recognition of how own area integrates within organization Works within broad guidelines and polices to accomplish objectives and goals Solves moderately complex to complex problems and analyzes possible solutions using technical experience, judgement and precedents Explains complex and/or sensitive information in a straightforward manner Acts as a resource for colleagues, provides guidance to less experienced team members Individual contributor working with limited oversight Performs all other duties as assigned by management Education Bachelor's degree in relevant field preferred Experience Typically requires 2+ years of related work experience Equal Employment Opportunity Employer Stewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at *******************. Pay Range & Benefits $66,100.00 - $103,800.00 Annually The base salary range provided is consistent with similar roles at the Company. The base salary range is not an absolute, but a guide, and actual offers will be based on the individual candidate's knowledge, skills, education, experience, location, market conditions, and other compensation components. Depending upon all of the preceding considerations, the base salary may be lower or higher than the stated range. Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts
    $66.1k-103.8k yearly Auto-Apply 11d ago
  • Corporate FP&A Financial Analyst - (B2)

    Applied Materials 4.5company rating

    Remote job

    Who We Are Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world. What We Offer Salary: $8,300.00 - $114,000.00 Location: Santa Clara,CA You'll benefit from a supportive work culture that encourages you to learn, develop, and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more. At Applied Materials, we care about the health and wellbeing of our employees. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits. Key Responsibilities Support for consolidation and reporting related to financial close, QBR, AOP/Commit, SR, Earnings release Performs required activities and analysis to complete close, flash or commit with oversight on recurring tasks Support management in completing ad hoc reports and providing basic explanations on standard analysis Supports the development of top-level models for use in varies cycles or business activity in support of strategic discussions Supports reporting requirements for internal / external use Functional Knowledge * Demonstrates expanded conceptual knowledge in own discipline and broadens capabilities * Basic understanding of capex and depreciation * Familiarity with financial statements * Detail-oriented Business Expertise * Understands key business drivers; uses this understanding to accomplish own work Problem Solving * Solves problems in straightforward situations; analyzes possible solutions using technical experience and judgment and precedents Impact * Impacts quality of own work and the work of others on the team; works within guidelines and policies Interpersonal Skills * Explains complex information to others in straightforward situations Education: Bachelor's Degree Experience: 2 - 4 Years Additional Information Time Type: Full time Employee Type: Assignee / Regular Travel: No Relocation Eligible: No The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable. For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement. Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law. In addition, Applied endeavors to make our careers site accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_****************, or by calling our HR Direct Help Line at ************, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.
    $98k-131k yearly est. Auto-Apply 9d ago
  • Principal Analyst - Responsible AI (Remote)

    United Airlines 4.6company rating

    Remote job

    Achieving our goals starts with supporting yours. Grow your career, access top-tier health and wellness benefits, build lasting connections with your team and our customers, and travel the world using our extensive route network. Come join us to create what's next. Let's define tomorrow, together. Description United's Digital Technology team is comprised of many talented individuals all working together with cutting-edge technology to build the best airline in the history of aviation. Our team designs, develops and maintains massively scaling technology solutions brought to life with innovative architectures, data analytics, and digital solutions. Job overview and responsibilities The Principal Analyst - Responsible Artificial Intelligence validates that our services, applications, and websites are designed and implemented in accordance with United's secure development and responsible AI standards. The Principal Analyst is a senior level position that works closely with development teams, product teams, and other teams across the organization to integrate security into the product lifecycle from design, deployment, and recurring testing. The Principal Analyst is a recognized subject matter expert in defining security requirements, performing application assessments, and providing application teams with remediation guidance and advice. On any given day, the Principal Analyst for Responsible AI can be pulled in to evaluate a new system, review a proposed application change, or provide guidance on application security/coding best practices. * Leads responsible architecture design evaluations and threat modelling of our products (both bought and built) * Recommends and implements products/services that support operational needs and responsible AI requirements * Promotes and contributes to the continuous improvement of our Responsible AI strategy through accurate, reusable documentation and education materials * Perform code analysis of applications, manually and using SAST, DAST, and SCA scanning solutions as well as conducting manual vulnerability analysis * Technical point of contact for product teams as it relates to Responsible AI at United * Sought out as a trusted advisor/consultant and assists in the creation of security designs, requirements, risk monitoring and mitigation guidance in alignment with industry best practices and regulatory requirements * Assist in leading the design, definition and implementation of security best practices and standards and ensure product development teams understand them Qualifications What's needed to succeed (Minimum Qualifications): * Bachelor's degree in STEM, Computer Science, or related field * Minimum of 9 years of experience in related field * Deep understanding of Generative Artificial Intelligence and its associated risks * Ability to collaborate with development teams to build secure solutions, communicating risks and bringing consensus to diverse priorities * Knowledge of common vulnerabilities and attack vectors against a GenAI model such as prompt attacks, training data extraction, and data poisoning * Assessment, risk categorization, and application security testing tools * Excellent problem solving, critical thinking, interpersonal, collaboration, written and verbal communication skills * Knowledge of the fast-evolving industry standards, best practices, and reference architectures * Solid understanding of secure network and system design in both cloud and conventional environments, as well as of network and web related protocols * Excellent understanding of web applications, web servers, layer 7 application technologies, frameworks and protocols with respect to application development and deployment * Ability to work independently and self-motivate * Ability to strategically evaluate SaaS providers and their data storage policies * Must be legally authorized to work in the United States for any employer without sponsorship * Successful completion of interview required to meet job qualification * Reliable, punctual attendance is an essential function of the position * Must be available for domestic travel approximately 10-20% annually What will help you propel from the pack (Preferred Qualifications): * Master's degree * Certified Ethical Hacker (CEH) * GIAC Security Essentials (GSEC) * Certified Information Security Manager (CISM) * Comp TIA Security + * Certified Information Systems Security Professional (CISSP) * Certified Information Systems Auditor (CISA) * Systems Security Certified Practitioner (SSCP) * CompTIA Advanced Security Practitioner (CASP+) * Offensive Security Certified Professional (OSCP) * Minimum of 12 years of experience in related field, including any combination of the following: threat modeling, secure coding, identity management and authentication, software development, cryptography, system administration and network security, cloud computing * Thought leadership publishing within the Responsible AI or Generative AI categy * Familiar with waterfall and agile development processes and ability to integrate secure development practices into both models * Experience with multiple programming languages * Success in implementing effective Secure SDLC frameworks across a large corporation The base pay range for this role is $143,450.00 to $186,778.00. The base salary range/hourly rate listed is dependent on job-related, factors such as experience, education, and skills. This position is also eligible for bonus and/or long-term incentive compensation awards. You may be eligible for the following competitive benefits: medical, dental, vision, life, accident & disability, parental leave, employee assistance program, commuter, paid holidays, paid time off, 401(k) and flight privileges. United Airlines is an equal opportunity employer. United Airlines recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity, sexual orientation, physical ability, age, veteran status and other protected status as required by applicable law. Equal Opportunity Employer - Minorities/Women/Veterans/Disabled/LGBT. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions. Please contact JobAccommodations@united.com to request accommodation.
    $143.5k-186.8k yearly 26d ago
  • Compliance Project Analyst - (8912 - Asset) **Hybrid Remote Position**

    EAH Housing 3.6company rating

    Remote job

    Explore a career at EAH Housing. Start or continue a career in real estate development and management with EAH Housing. We are looking for talented and skilled professionals as we expand our property portfolio throughout California and Hawai`i. As a mission-based nonprofit organization and industry leader for more than 50 years, we live up to our values, and work to create opportunities to empower people to live better lives. Join us and make a difference today. What we offer. We offer a comprehensive benefits package that includes medical, dental, vision, disability and life insurance, as well as a 403(b) retirement plan with a 5%match. We also offer generous vacation accrual, holiday schedule, and work schedule flexibility. We believe in work / life balance. 15 days of vacation per year (which increases based on years of service) 10 paid sick days per year 12 paid holidays We take care of our employees. Competitive Salaries 403b Retirement Plan with 5% company match Employee Wellness Program Comprehensive Medical Insurance Plans Affordable Dental & Vision Insurance Flexible Spending Account EAP - Mental Health, Financial and Legal Services $1,500 Employee Referral Program EAH University, an in-house training program This position is for a full-time Compliance Project Analyst to work at EAH Corporate in NorCal and/or SoCal region. This is a hybrid remote position (3 days remote/2 days in-person). Candidates will have minimum 2+ years of experience working with an affordable housing development. Experience in reporting to and working with agencies such as HUD, TCAC, HHFDC, Spectrum, CalHFA, HOME, USRDA, HCD and RHCP. Must have valid driver's license and DMV clearance. Must have a COS or CPO and TCS or SHCM certification. Yardi knowledge. Salary range: $70,000.00 - $104,000.00 per year; hiring range for new employees is generally $70,000.00 - $87,000.00 per year, DOE. Please note an offer will take into consideration the experience of the final candidate and the current salary level of individuals working at EAH in a similar role. COMPANY OVERVIEW Established in 1968, EAH Housing is one of the largest and most respected nonprofit housing development and management organizations in the western United States. EAH develops low-income multifamily housing, manages more than 222 properties throughout in California and Hawai'i, and plays a leadership role in local, regional, and national housing advocacy efforts. EAH Housing puts its core values into action every day as our staff of 700 people serves 25,000 residents in 87 municipalities. We offer competitive wages, comprehensive benefits, professional development, and invest in our employees through extensive training programs. Please visit our ****************** to learn more about us, our culture, and how we strive to maintain excellence in everything we do. For immediate consideration, please apply to requisition COMPL004090 on our website at ******************/careers POSITION OVERVIEW Under the direction of the Compliance Project Manager, the Compliance Project Analyst will provide compliance-related monitoring assistance during all phases of new construction, acquisition/rehab and acquisition of new fee management contracts. This position is characterized by a high degree of initiative, responsibility and accountability. RESPONSIBILITIES Reviews summary of compliance data from Deal Memo, Limited Partnership Agreements and Regulatory Agreements, Pro Forma budget, utility allowance schedule, rent and income limits, Tax Credit application, and place-in-service documents such as the Preliminary Reservation and Carryover Allocation letter and IRS form 8609 in order to assist Compliance Project Manager with completion of move-in qualification sheets, RSP, income limits and review of move-in files. Reviews compliance summary of requirements with Compliance Project Manager and identifies the most restrictive rent, income limits per bedroom size. Assists with creation of the resident selection plan, management plan, application packet, marketing materials and sets up compliance fields in management software. Ensures occupancy standards, required lease addendums and any other agency restrictions are reflected in printed material. Advises on-site staff on compliance summary of requirements, move-in qualifications, resident selection criteria, rents, income limits, utility allowances, occupancy standards, applications and lease processing as well as the file review process. Provides weekly/monthly Rent Rolls and Project Status Report of qualified households to Compliance Project Manager. Actively participates and provides compliance-related status updates during weekly Acquisition Rehab and New Construction meetings. Performs initial certification file review. Identifies non-compliance and ensures file corrections are completed prior to file submissions to investor's auditor. Submits first year certification files to investor's auditor. Track submissions of file corrections for investor's auditor final approval. Ensures onsite staff scans final approved first year certification files. Provides compliance-related guidance to site managers and their administrative staff. Attends mandatory meetings and trainings. Actively participates in EAH's Injury and Illness Prevention Plan. Regular and predictable attendance. OTHER ASSIGNED DUTIES: Ability to comprehend and refer to regulatory compliance manuals and agreements. Must be detail oriented and have the ability to conceptualize and strategize. Ability to think analytically as well as read, understand, and interpret complex documents, regulations, financials and budgets. Ability to see both specific situations as well as the “big picture” is essential. Excellent written and verbal communication skills; able to write reports, business correspondence, and procedure manuals. Must be personable, friendly, and helpful while keeping a professional demeanor and exercising discretion. Must have experience working independently and as a member of a team. Ability to communicate clearly both verbally and in writing, including the ability to provide technical and legal assistance to complex compliance issues in a simple, straightforward manner. Ability to adapt to changes in structures and work priorities. Proficiency in the use of Microsoft Excel, Word and Outlook and Yardi, and able to adapt to new/different software. Dependable, self-motivated and organized. Skilled at multitasking, meeting deadlines and producing high-quality work. Advanced knowledge of COS and LIHTC (Low Income Housing Tax Credit), HUD, DFEH, and ADA and Fair Housing guidelines. QUALIFICATIONS Education - Associates degree or equivalent combination of education/training/experience. Minimum two years of experience working with an affordable housing development and management company as a Compliance Specialist, Property Supervisor or Project Manager. Experience in reporting to and working with agencies such as HUD, TCAC, HHFDC, Spectrum, CalHFA, HOME, USRDA, HCD and RHCP. OTHER REQUIREMENTS Must have valid driver's license and DMV clearance. Must have access to reliable vehicle and maintain own auto insurance in accordance with EAH minimum requirements. Up-to-date on Fair Housing Training. COS (Certified Occupancy Specialist) or CPO (Certified Profession of Occupancy) and TCS (Tax Credit Specialist; SCS - Site Compliance Specialist or SHCM - Specialist in Housing Credit Management or any related designation) certification. DESIRABLE ADDITIONAL QUALIFICATIONS Knowledge of YARDI. Training presentation skills. CRIMINAL BACKGROUND CHECK REQUIREMENTS EAH Housing conducts criminal background checks on all candidates who have received a conditional job offer. Once you have received such an offer, you will be required to submit and pass our criminal background requirements. EAH also verifies education and employment history. Any verified discrepancy (resume or online application) may delay your background check results and/or affect your eligibility to work at EAH. Please be advised that certain roles may also require fingerprinting due to legal requirements. If onsite housing is a requirement of the position, any household members over 18 years of age who will be living onsite with the candidate must also undergo a criminal background check and tenant screening. Satisfactory completion of background check and fingerprinting requirements is a requirement of employment with EAH. DRUG TESTING EAH Housing requires all candidates who have received a conditional job offer to submit to drug testing within 72 hours from acceptance of our job offer. EAH Housing does not test for marijuana/cannabis. Satisfactory completion of drug testing is a requirement of employment with EAH. EAH Housing is an EEO employer. CA BRE #00853495 | HI RB - 16985 INDEAH
    $70k-104k yearly 60d+ ago
  • FP&A, Corporate and Strategic Finance

    Asana 4.6company rating

    Remote job

    The Finance team at Asana tracks and seeks to understand the factors driving our growth and success. We help our entire organization achieve our operational and financial goals while embodying our company values. We ensure our objectives are feasible and work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly. We are looking for an outstanding corporate finance manager to join our FP&A team in our mission to help humanity thrive by enabling the world's teams to work together effortlessly. In this role, you will have the opportunity to strategically assess our growth drivers and partner with our Go-To-Market teams to drive impact. As a finance professional who has experience at PLG and SLG-led companies, you will solve hard problems independently, have deep experience in financial analysis, and have strong executive presence to communicate with senior leadership. The ideal candidate will be curious, detail-oriented, and collaborative, with excellent analytical and communication skills. This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements. What you'll achieve Analytically solve problems with the ability to gather and summarize large amounts of data to lead efficient executive decision-making; Lead the end-to-end recommendation process Nurture deep, trusted partnerships with Sales, Marketing, Product, Engineering, Accounting, IT, Business Operations, and their respective technical teams Support strategic short and long-term business decisions through ROI-focused financial modeling and analysis across different segments of the business Build, maintain, and own our revenue forecast model, helping connect the dots between net bookings forecast to our RPO, billings, deferred revenue, and GAAP revenue forecasts Propose and implement solutions to drive key financial metrics in partnership with the GTM organization Guide process improvement, standardization, simplification, install proper controls, and reporting enhancements About you 7+ years of applicable experience in FP&A, corporate, or strategic finance at PLG and SLG-led tech companies Bachelor's degree in finance, accounting, economics or a related quantitative field Strong understanding of corporate finance concepts and accounting principles Advanced knowledge of MS Excel/Google Sheets Prior experience with financial and data analytics tools including Anaplan and Databricks Ability to cultivate effective relationships and work cross-functionally with strong planning, process management, communication, and organizational skills Excellent business judgment and intellectual curiosity; proven ability to turn data into actionable insights and recommendations Track record of presenting complex financial analyses clearly and concisely to senior management Calm in the face of uncertainty and comfortable working in a dynamic environment, you bring a proactive ownership and action-oriented approach At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply. What we'll offer Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit. For this role, the estimated base salary range is between $164,000- $186,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified. In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. We strive to provide equitable and competitive benefits packages that support our employees worldwide and include: Mental health, wellness & fitness benefits Career coaching & support Inclusive family building benefits Long-term savings or retirement plans In-office culinary options to cater to your dietary preferences These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. #LI-Hybrid About us Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong. Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.
    $164k-186k yearly Auto-Apply 1d ago
  • Financial Analyst, Financial Planning & Analysis

    Servicelink 4.7company rating

    Remote job

    Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement. A DAY IN THE LIFE In this role, you will… Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting. Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting. Provide analytics necessary to help business leaders manager their business units efficiently. Provide detailed comparisons and variance analytics Vs baseline financials. WHO YOU ARE You possess … BS/BA degree in Finance/Accounting required. 1 to 3 years of experience in Financial Planning and Analysis. Strong organizational and decision-making skills. Exceptional interpersonal/communication and business partnering skills. Responsibilities Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. Participate in monthly, quarterly, and yearly budget and forecast development. Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. Produce ad hoc analysis and reports for executive management team. Analyze business opportunities, research industry, market and company trends. Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. Participate in the monthly quarterly and quarterly financial close process. Perform all other duties assigned. Qualifications BS/BA degree in Finance/Accounting 1-3 Years of experience in a Financial Planning & Analysis or related role. Experience in Financial Services preferred. MS Office Suite; advanced understanding of Excel and modeling (required). Experience working with large datasets is a plus. Oracle GL or similar accounting GL understanding. Experience with a financial reporting tool. BI experience is a plus (Power BI, SQL, etc.) We can recommend jobs specifically for you! Click here to get started.
    $62k-90k yearly est. Auto-Apply 9d ago
  • Sales Operations Analyst

    Thesis 4.0company rating

    Remote job

    We are seeking a highly motivated and versatile Sales Operations Analyst to join our team. This is a unique opportunity to act as a force multiplier for our Business Development team, taking ownership of the critical operational and execution work that powers our strategic growth. You will play a pivotal role in scaling our business by supporting high-impact liquidity and integration deals, building robust operational pipelines, and ensuring our business development efforts are as efficient and effective as possible. About Thesis Thesis* is a pioneering venture studio dedicated to building on Bitcoin since 2014. We seek, fund, and build products and protocols in cryptocurrency and decentralized businesses that enable personal empowerment. Our projects include Mezo, a Bitcoin finance app; Keep Network (now Threshold Network), a privacy protocol for public blockchains; Fold (NASDAQ:FLD), for earning Bitcoin on your purchases; Taho, a community-owned and operated cryptocurrency wallet; Lolli, an app providing Bitcoin rewards for purchases, gaming, and other online commerce; and Embody, a fully encrypted period tracking app. Thesis* continues to challenge traditional systems, driven by innovation and a belief in a sovereign digital future shaping the decentralized landscape one project at a time. To learn more, please visit: ****************** Investors in the company and our projects include Andreessen Horowitz, Pantera, Multicoin, Polychain Capital, and Draper Associates, among others. We are a remote-first company, led by founders who have been operating in the cryptocurrency and web3 space since 2014. About Mezo Mezo is Bitcoins' Economic Layer; a new home for Bitcoin holders to cultivate Bitcoin and grow wealth together. It is a Bitcoin-first chain designed for user ownership of assets, reliable bridging with tBTC, a dual staking model for rewards and validation, and much more. Mezo is proudly brought to you by Thesis, the same team behind tBTC, Fold, Acre, Etcher, Taho, Embody, and Defense. Thesis is a cryptocurrency venture studio whose mission is to empower the individual. We seek, fund, and build brands in cryptocurrency and decentralized businesses that enable personal empowerment. We're a fun, down-to-earth, fast-paced, highly collaborative, and fully remote team! Investors in Thesis and our projects include Andreessen Horowitz, Polychain Capital, Pantera Capital, and Draper Associates, among others. We are a remote-first company, led by founders who have been operating in the cryptocurrency and web3 space since 2014. About the Sales Operations Analyst role We are seeking a highly motivated and versatile Sales Operations Analyst to join our team. This is a unique opportunity to act as a force multiplier for our Business Development team, taking ownership of the critical operational and execution work that powers our strategic growth. You will play a pivotal role in scaling our business by supporting high-impact liquidity and integration deals, building robust operational pipelines, and ensuring our business development efforts are as efficient and effective as possible. What You'll Do Drive sales productivity through data-driven insights - Analyze sales performance metrics, identify bottlenecks in the sales process, and recommend actionable improvements to increase conversion rates and reduce sales cycle length. Partner with sales leadership to implement changes that directly impact revenue growth. Own and optimize the sales technology stack - Manage the CRM system and integrated sales tools, ensuring data accuracy, user adoption, and seamless workflows. Lead evaluations and implementations of new sales technologies, from vendor selection through rollout and training. Deliver actionable reporting and forecasting - Build and maintain dashboards that provide real-time visibility into pipeline health, quota attainment, and key performance indicators. Support accurate revenue forecasting through data analysis and collaboration with sales managers to understand deal progression and risks. Manage and Scale the Pipeline: You will be the engine of our business development pipeline. Your responsibilities include managing our CRM with meticulous detail, tracking all leads and opportunities, and building systems that enable the team to stay organized and prioritize effectively. Build Operational Excellence: Design, implement, and refine the business development team's operational workflows. You will be responsible for creating and maintaining dashboards to provide real-time insights on pipeline health, deal velocity, and team performance. Research & Intelligence: Conduct in-depth research on the Bitcoin DeFi landscape, competitors, and potential partners. You will synthesize this information into clear, actionable reports that inform our business development strategy and uncover new opportunities. Who You Are Experience: You have 3-5 years of experience in sales operations, within the technology, cryptocurrency or fintech space. A strong understanding of web3, specifically on Bitcoin and DeFi, is highly preferred. Hyper-Organized: You thrive on bringing order to chaos and are a natural at building systems from the ground up. You have a strong sense of ownership and are relentless in your pursuit of operational efficiency. Strategic & Detail-Oriented: You have the ability to think at a high level about business strategy while also possessing the meticulous attention to detail required to manage a complex pipeline and support senior leadership. A Self-Starter: You are proactive and resourceful, with the ability to take on projects and drive them to completion with minimal supervision. Communication: You are an exceptional written and verbal communicator, capable of distilling complex information into clear and compelling narratives. If you are a driven professional looking for an opportunity to make a tangible impact by supporting a high-growth team at the forefront of a new industry, we would love to hear from you. Location Remote in the U.S. - Eastern, Central, and Pacific time zones. Candidates must have existing work authorization in the U.S. Salary We offer competitive salaries, variable with experience and a number of other factors. Benefits At Thesis, we work in a fun, fast-paced environment that operates by collaborating both remotely and in person when we can. We offer a competitive salary, full health benefits, opportunity for equity and a number of other perks. Our Cultural Tenets We Believe in Freedom and Autonomy We Have Inquisitive Minds We Are Obsessed with Communication We Are Proudly Offbeat We Care About Each Other We Are Driven Equal Opportunity Statement Thesis is committed to building a diverse and inclusive team. We welcome applications from candidates of all backgrounds and do not discriminate based on race, religion, national origin, gender, sexual orientation, age, veteran status, or disability status.
    $57k-82k yearly est. Auto-Apply 52d ago
  • Head of Strategic Analysis & Planning

    Agilent Technologies 4.8company rating

    Remote job

    Agilent is a customer-centric organization with our Groups organized around the end markets we serve: Life sciences and Diagnostics Markets Group (LDG) focuses on Agilent's Pharma, Biopharma, Clinical and Diagnostics markets, providing solutions for life science research, patient diagnostics and testing for safety. Applied Markets Group (AMG) focuses on growing Agilent's leadership in Applied markets like Food, Chemicals & Materials, Semiconductor, and Energy. Agilent CrossLab Group (ACG) supports customers across all Agilent end markets, enhancing the instruments with targeted workflows and applications through services, software and informatics, automation, and consumables. Head of Strategic Analysis & Planning - Position overview The Head of Strategic Analysis & Planning is responsible for developing market insight and informing strategic business cases and forecasts, and will report to the VP of Enterprise Strategy, while working closely with the Enterprise Strategy team and the Group Strategy leaders to spearhead rigorous analysis of the market dynamics and competitive landscape that underpin strategic decision making. The Strategic Analysis & Planning leader is responsible for ensuring that a rigorous analytical foundation underpins strategy and a strong fact base supports strategic business cases, as well as uncovering and characterizing emerging market and macro trends and identifying growth pockets. Key responsibilities: Define business and market taxonomy and work with Market Intelligence team (Marketing) to maintain market-sizing and segmentation models to inform strategic decisions Develop deep insights in market structure, competitive conduct and financial performance in market by systematically reviewing value driver performance of market participants Work with Finance to develop rolling forecasts and scenario analysis Collaborate with Enterprise Portfolio & Corporate Development to size adjacent and “white space” markets and new entry opportunities Quality control strategic business cases, ensuring rigor in assumptions and sensitivity testing Monitor macroeconomic, regulatory, and competitive landscape to surface risks and disruptors that may impact long term strategic plans Mentor team members in research methodologies, analytical best practices, financial modeling and business case development Collaborate with Market Intelligence team to develop quarterly “state of the market” briefings for senior leadership The preferred candidate will be commutable to Agilent Headquarters in Santa Clara, CA Qualifications A bachelor's degree is required; business, financial or science degree related to life sciences preferred 7+ years of experience in one or more of the following functions: strategy, business development, strategic marketing, market analysis, business consulting, investment banking, or related positions Experience in market and business assessment through primary and secondary research, market modeling and business case development Demonstrated track record of results utilizing interpersonal, relationship-building skills required in multi-functional and geographically dispersed teams Demonstrated written, verbal, and interpersonal communication skills Experience working in a fast-paced environment and the ability to thrive in an environment of ambiguity and complexity that relies heavily on collaboration and cross-functional interaction Leadership maturity, confidence, and a high degree of emotional intelligence CRITICAL LEADERSHIP CAPABILITIES Acting Strategically Ability to analyze market information and develop or constructively challenge business cases Rapidly coming up to speed on new market segments Plan for and drive results cross-functionally with close collaboration with Market Intelligence CoE expected Act to surpass team goals, seizing opportunities to extend the limits of what is possible Set continually higher goals that are ambitious but achievable Identify and act on new opportunities that enable performance targets to be exceeded Collaborating and Influencing Identify all necessary stakeholders and connect with them to gain support or agreement Take advantage of opportunities to build strategic relationships to achieve a specific outcome Engage others in constructive dialogue and adapt own influence approach to different stakeholders in ways that address their interests or concerns Ability to mentor strategy and business team members on market insights, methodologies and business case development Anticipate potential conflicts among all stakeholders and take steps to pre-empt them Additional Details This job has a full time weekly schedule. It includes the option to work remotely. Applications for this job will be accepted until at least December 12, 2025 or until the job is no longer posted.The full-time equivalent pay range for this position is $163,600.00 - $306,750.00/yr plus eligibility for bonus, stock and benefits. Our pay ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. During the hiring process, a recruiter can share more about the specific pay range for a preferred location. Pay and benefit information by country are available at: ************************************* Agilent Technologies, Inc. is an Equal Employment Opportunity and merit-based employer that values individuals of all backgrounds at all levels. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to sex, pregnancy, race, religion or religious creed, color, gender, gender identity, gender expression, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status, registered domestic partner status, age, sexual orientation, military or veteran status, protected veteran status, or any other basis protected by federal, state, local law, ordinance, or regulation and will not be discriminated against on these bases. Agilent Technologies, Inc., is committed to creating and maintaining an inclusive in the workplace where everyone is welcome, and strives to support candidates with disabilities. If you have a disability and need assistance with any part of the application or interview process or have questions about workplace accessibility, please email job_******************* or contact ***************. For more information about equal employment opportunity protections, please visit *************************************** Required: OccasionalShift: DayDuration: No End DateJob Function: Marketing
    $163.6k-306.8k yearly Auto-Apply 15d ago
  • Insights Analyst, Corporate

    Yipitdata 4.1company rating

    Remote job

    About Us: YipitData is the leading market research and analytics firm for the disruptive economy, and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers-ranging from the world's top investment funds to Fortune 500 companies-depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture-recognized by Inc. as a Best Workplace for three consecutive years-emphasizes transparency, ownership, and continuous mastery. What It's Like to Work at YipitData: YipitData isn't a place for coasting-it's a launchpad for ambitious, impact-driven professionals. From day one, you'll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: Ownership That Matters: You'll lead high-impact projects with real business outcomes Rapid Growth: We compress years of learning into months Merit Over Titles: Trust and responsibility are earned through execution, not tenure Velocity with Purpose: We move fast, support each other, and aim high-always with purpose and intention If your ambition is matched by your work ethic-and you're hungry for a place where growth, impact, and ownership are the norm-YipitData might be the opportunity you've been waiting for. About The Role: YipitData's Corporate team collaborates directly with organizations like Summer Fridays, FanDuel, Uber, and Harbor Freight to help them make sense of the vast amounts of external data available. We source, clean, organize, and contextualize data to support our clients in answering their key business questions. We are expanding our Insights team within the Corporate practice by welcoming an Insights Associate to develop and deliver data-driven insights for prospective clients. This is a fantastic opportunity for someone with 3-5+ years of experience who wants to enhance their data analysis skills, gain exposure to executives, have a meaningful impact on the businesses we support, and get in on the ground floor of a rapidly growing team at YipitData. Insights Analysts will collaborate closely with Marketing, Sales, and Data Product teams to create and communicate data-driven insights, leveraging a variety of data sources to inform prospective client decision-making. You could be a good fit if you are comfortable with understanding, manipulating, visualizing, and articulating data to tell compelling business stories with immediately actionable recommendations. This is a remote-friendly opportunity that can sit in NYC (where our headquarters is located), or anywhere in the US. As an Insights Analyst, you'll gain experience in: Product & Service Delivery: Data and product delivery for corporate accounts. Responsible for quality assuring data products, engaging with clients on technical/product oriented questions, and fulfilling ad hoc solution requests. Our team collaborates closely with our central data team to refine and improve our data when issues are identified with the data or when ad-hoc prompts the need for new data features. Customer Engagement & Impact: At the end of the day, all our efforts aim to provide actionable insights with a measurable positive impact on our customer's business. Solutions team members consult with the client to uncover business opportunities and provide actionable insights that guide decision-making. Driving towards and documenting impact stories ensures stickiness and ROI. Product Innovation: Developing dynamic and scalable products to onboard and launch new clients and contribute to the enhancement, expansion and design of our core products for brands and retailers. We encourage experimentation and, through the evolution of new analytic techniques to serve customer business needs you'll help grow customer value. You Are Likely To Succeed If You Have: 3-5+ years of experience in business analytics or consulting Experience working for or collaborating with brand manufacturers and/or retailers, with a strong understanding of their business needs A passion for data-driven storytelling A passion for data analysis; SQL and/or Python experience is preferred, but not necessary; must have a willingness to learn Ability to work collaboratively in an innovative, entrepreneurial, and dynamic environment What We Offer: Our compensation package includes comprehensive benefits and perks, equity, and a competitive salary: We care about your personal life, and we mean it. We offer flexible work hours, unlimited vacation, a generous 401K match, parental leave, team events, a wellness and work-from-home budget, learning reimbursement, and more! Your growth at YipitData is determined by the impact that you make, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to self-improve and master their skills in an environment focused on ownership, respect, and trust. The annual base salary for this position is anticipated to be $125K. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity. Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship. This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.
    $125k yearly Auto-Apply 1d ago
  • Analyst, Corporate Actions

    Atria Wealth Solutions

    Remote job

    What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Corporate Action team comprises of dividends, reorg, money market, proxies, restricted security, and cash & bank functionalities. The ideal candidate will need to understand data analysis, project management, and reporting tools and technology in general to effectively analyze business requirements, track project status, and translate business needs into technical requirements. The candidate will also need strong interpersonal, organization and communication skills (written and verbal) to be effective in the role. Responsibilities: * Risk Management - Responsible for quality and risk control processes for monitoring systems, vendor oversite, and review of daily processing work for on and offshore team * Reconciliation and reporting of clearance accounts to ensure all allocations from our various depositories have been properly allocated. Additional reporting such as FRC and reserves * Responsible for timely and accurate submission of elections to various repositories and agents * Communicate with other internal departments as well as external 3rd parties including, but not limited to, contra brokers, transfer agents, issuers, vendors, and partners * Participate in internal audits by providing documentation and demonstrating compliance of all key and non-key controls in walkthroughs * Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure * Coordinate and lead training at a group or individual level. * Handle escalations by both the Service Center and Advisors; exercise superior judgement in keeping manager informed about issues * Attend and participate in reorganization industry focus group meetings with various companies and vendors * Understand and Interpret rule modifications in an ever-changing regulatory environment, and the business needs of LPL, our advisors, and other departments * Develop risk-based mitigation approaches that may yield changes to functions, and departmental requirements * Review processes and procedures to identify areas of improvement to mitigate risk, increase efficiency and ensure consistency to Advisors and Clients * Recognizes issues, problems, or opportunities and determines whether action is needed. Seeks the perspective of others and re-examines assumptions to creatively solve problems and generate solutions * Technology and Systems Management - Participate and implement departmental projects as well as coordinating and performing User Acceptance Testing and script writing * Makes connections & offers creative recommendations on how to solve business challenges What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: * 3-5 years of industry experience (preferably corporate actions) in Operations, Compliance or Risk Management * All Microsoft applications, particularly VISIO, WORD, ACCESS, PowerPoint and Excel (VBA) Core Competencies: * Ability to work independently in a fast-paced environment with multiple priorities * Ability to work with and communicate effectively at various levels throughout the organization. * Ability to learn multiple aspects of the Financial Services industry and understand how it all connects * Excellent verbal and written communication skills * Strong time management and organizational skills Preferences: * Series 7 preferred * Bachelor's degree in accounting, Finance, or Economics from an accredited University or College or equivalent industry experience * SQL or Alteryx knowledge #LPL-PA Pay Range: $27.01-$45.01/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? * Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! * Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! * Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! * Impactful Work: Our size is just right for you to make a real impact. Learn more here! * Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! * Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! * Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25
    $27-45 hourly Easy Apply 2d ago
  • Project Analyst

    SMI Management 3.9company rating

    Remote job

    It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. SMI is one of the most highly regarded technology producers in the human services field. We develop state-of-the-art solutions for complex human service operations. To maintain our prominence in this competitive industry, SMI recruits individuals who are technical, creative, client-focused, and most importantly willing to go the Extra Mile. With over 50 years as a family-owned and operated business, SMI considers its employees and clients part of an extended family. We are a family serving families. Our culture is one of teamwork, dedication, empowerment, and a strong emphasis on work-life balance. We offer an optimal atmosphere for career growth and achievement while remaining competitive in terms of compensation and benefits. We are a multi-state operation and administrative private company with a staff of over 650 employees throughout the United States. We depend on the expertise of our SMI team to support and develop the very best systems and product lines in the industry and expect continued innovation. If you are looking for a meaningful and fulfilling career, we hope that you will consider SMI. Job Summary: As a Project Analyst at SMI, you will play a pivotal role in the successful execution of projects related to payment processing and fintech solutions. You will leverage your expertise in project management and your knowledge of payment processing and/or fintech solutions to ensure projects are completed on time, within scope, and to the highest quality standards. The role will report to the Vice President of Project Management. Key Functions/ Basic Duties: Project Planning and Execution: Help lead projects and initiatives, managing business requirements, timing, risks, issues, decisions, interdependencies, and milestones. Develop comprehensive project plans, defining scope, objectives, deliverables, and timelines. Lead cross-functional teams to execute projects efficiently and effectively. Payment Processing and Fintech Expertise: Leverage your knowledge of payment processing and/or fintech solutions to provide insights, guidance, and solutions to project challenges. Ensure compliance with industry standards and regulations. Resource Management: Manage project resources effectively, including team members, budgets, and technology resources, to meet project goals. Risk Management: Identify project risks and develop mitigation strategies. Proactively address issues that may impact project success. Stakeholder Communication: Maintain clear and regular communication with stakeholders, including clients, team members, and executives, to provide project updates and ensure alignment with business objectives. Project Documentation: Create and maintain detailed project documentation, including project plans, status reports, and documentation related to payment processing and fintech requirements. Quality Assurance: Ensure project deliverables meet quality standards and adhere to best practices in payment processing and fintech. Project Management Tools: Proficiently use project management tools such as Microsoft Project and Smartsheet to track and manage project progress, tasks, and dependencies. Team Leadership: Mentor and coach team members, fostering a collaborative and high-performance work environment. Education and/ or Experience: Bachelor's degree in a related field (Business, Finance, Computer Science, etc.) Minimum of 3 years of experience in project management, specifically in payment processing and/or fintech. Proven track record of successfully managing complex projects from initiation to completion. Proficiency in project management software, including Smartsheet and Microsoft Project. Strong understanding of payment processing systems, fintech solutions, and relevant industry regulations. Excellent communication, leadership, and problem-solving skills. PMP or other relevant project management certification. Language Skills: Speaks English fluently. Computer Skills: Proficient in MS Office Suite and Smartsheet. We are an Equal Opportunity Employer. We are a Drug-Free Workplace.
    $62k-92k yearly est. Auto-Apply 60d+ ago
  • Lead Corporate Strategy Analyst

    Great Minds 3.9company rating

    Remote job

    Who We Are Great Minds is a high-growth, mission-driven organization founded by educators in 2007. As a for-profit, Public Benefit Corporation, we believe all students deserve access to meaningful, challenging content-and all teachers deserve tools that are intuitive, effective, and built for the realities of today's classrooms. We develop high-quality, knowledge-rich math, science and ELA curricula grounded in research and designed in collaboration with educators. Our materials reflect real classroom needs and are built to drive lasting student outcomes. We are committed to usability, coherence, and practical implementation-supporting teachers not just through curriculum, but with professional learning, purposeful technology, and responsive service that enable strong adoption and impact. What We Build Our products-Eureka Math and Eureka Math², Wit & Wisdom, PhD Science, Geodes, and the newly launched Arts & Letters ELA-are trusted by thousands of schools and districts nationwide. Eureka Math is the most widely used math curriculum in the U.S., and is focused on balancing conceptual understanding, procedural fluency, and application. Wit & Wisdom and Arts & Letters ELA™ anchor our reading strategy with content-rich, grade-level instruction that integrates literature, history, and the arts, grounded in the science of reading. Geodes complements our reading suite with decodable texts that pair phonics with meaningful content to support early literacy. PhD Science is a hands-on K-5 Science program that sparks curiosity as students build enduring knowledge of how the scientific world works. These programs reflect a shared belief in high expectations, joyful rigor, and deep respect for educators and students. Where We're Headed Great Minds is entering a new stage of growth and product maturity. We are focused on building more connected, customer-informed experiences across the full educator journey-from curriculum to professional learning to platform and support. Our long-term vision is to become a true partner in impact-not just delivering curriculum, but supporting educators in achieving outcomes at scale. Job Purpose Reporting to the Corporate Strategy leadership team, the Lead Corporate Strategy Analyst will play a critical supporting role in advancing Great Minds' long-term strategic initiatives. This role is responsible for conducting market and competitive research, analyzing internal performance data, and generating insights that support strategic decision-making. The Analyst will work closely with cross-functional teams and senior leaders to contribute to strategic planning efforts, partnership evaluation, and data-driven business cases. This is an ideal role for an early-career professional with strong analytical skills, intellectual curiosity, and a desire to grow in a strategic function within a mission-driven organization. Responsibilities Conduct research and analysis on market trends, competitors, and industry dynamics to inform strategic priorities Support the development of long-term strategic plans and annual operating plans through financial modeling, data analysis, and internal KPI tracking Assist in identifying and evaluating potential partnerships, M&A targets, new market opportunities, and strategic initiatives Build dashboards, reports, and presentations to communicate insights to leadership in a clear and compelling way Collaborate with cross-functional teams to gather data and support implementation of strategic projects Contribute to the preparation of board materials, strategy documents, and internal communications Assist in modeling scenarios and business cases that inform investment or strategic decisions Help track and monitor progress against strategic goals and report on key outcomes Job requirements Requirements 3+ years of experience in corporate strategy, management consulting, investment banking, or a similar analytical role Strong analytical and quantitative skills, with proficiency in Excel, constructing financial models, and data visualization tools (e.g., Tableau, Power BI) Excellent research and synthesis skills, with the ability to draw insights from complex data and translate them into clear narratives Strong written and verbal communication and presentation skills; able to build professional-quality slide decks and internal memos Collaborative mindset and ability to work effectively across teams in a fast-paced environment High attention to detail, organization, and follow-through Intellectual curiosity and a desire to learn and grow within a strategic function Preferred Experience in the K-12 education sector, edtech, or mission-driven organizations Familiarity with business case development, financial modeling, or strategic planning processes Interest in public education and a belief in the power of high-quality curriculum Required Education Bachelor's Degree Status Full-time Location Remote position; must be based in Boston Metropolitan Area The expected base salary range for this position is $94,000-$107,000, however the offered salary may be higher or lower than the above range dependent on numerous factors including, but not limited to location, work experience, skills and internal equity considerations. The base salary is not inclusive of benefits or other incentives. A cover letter and resume are required to be considered for this position. New employees will be required to successfully complete a background check. Any communication to applicants relating to the Great Minds hiring process will only come from email addresses with the domains greatminds.org or greatminds.recruitee.com. If in the course of the application or hiring process with Great Minds you are contacted through another domain, are requested to provide banking or other sensitive information, or you note any other suspicious activity, please contact *********************** Great Minds is an equal opportunity employer. We will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation, and gender identity), national origin, disability, age, genetic information, or any other status protected under applicable federal, state, or local laws. Our policy reflects and affirms the organization's commitment to the principles of fair employment and the elimination of all discriminatory practices. All done! Your application has been successfully submitted! Other jobs
    $94k-107k yearly 60d+ ago
  • Senior Market Analyst

    ZL Tech 3.9company rating

    Remote job

    Job Title: Senior Market Analyst Job ID: ZLSMA25 ZL Technologies, Inc. in Milpitas, CA is a specialized provider of electronic information governance software for the most demanding large enterprise environments. We are seeking a Senior Market Analyst to deliver market research and oversee lead generation programs to drive qualified leads, optimized for down-funnel conversion. Job responsibilities and duties include: •Tasked with a range of deliverables, from day-to-day campaign optimization, and assessment of third-party lead providers •Analyze external and internal customer data using spreadsheet (Excel) models, statistical analysis tools, and campaign management software tools. •Create and conduct A/B and Multi-variate tests, analyze results, optimize marketing efforts and provide recommendations. •Conduct market research to identify market trends and customer preferences through customer feedback, market reports, and social media analytics •Continuously monitor market trends, competitors' activities, and consumer preferences change to adjust marketing strategies •Conduct competitive research and analyze benchmarking data •Deliver internally SWOT analysis presentations to Sales, Marketing, and Product teams •Analyze trends, patterns and insights by conducting data analysis to have a more informed strategic decision-making process and to optimize campaign reach •Create analytical insights from our customer and marketing data to drive a more effective go-to-market strategy •Research competition, investigate benchmarks, and provide suggestions for improvement •Develop and customize product offering and promotion campaigns to address specific customer needs and preferences •Strategize and create engaging content to create brand awareness, awareness about new product launch and increase visibility to boost traffic to website and generate more sales •Track email campaign metrics (delivery, open, click-through rates) •Work closely with sales and marketing teams to identify opportunities for new client acquisition •Creates PowerPoint presentations to provide market and consumer insights to other marketing and sales departments •Assist in the implementation and facilitation of promotional events •Work with cross-functional teams to define and prioritize short and long-term campaigns to drive conversions and lead generation •Partner with cross-functional teams to optimize experiences throughout the acquisition funnel to increase conversion •Keep up to date on the latest marketing tools and trends This position has no direct reports and does not supervise the work of any other employees. Minimum Bachelor's degree or higher in Mathematics, Economics, Market Research, or any related field of study and 2 Year(s) of experience in the job offered or in any related position(s) in which the required experience was gained. Qualified applicants must also have demonstrable proficiency, skill, experience, and knowledge with the following: 1. Marketing research, statistical or data analysis (2 years) 2. Information Governance space (2 years) 3. B2B marketing 4. Demonstrated ability to gather/mine data, build and run statistical tests and build new models 5. Demonstrated knowledge of analytic and statistical techniques such as multivariate and A/B testing 6. Demonstrated experience working with statistical coding (SAS or R) and data visualization tools 7. Demonstrated knowledge of IG industry (eDiscovery, Compliance, Records Management, Privacy, and Archiving) including competitive market-place 8. Demonstrated ability to analyze marketing data and competitor offerings including technical specifications 9. Demonstrated ability to analyze the functionality and usability of newly developed software available in the market 10.Demonstrated knowledge of CRM programs Additional Information: Job Site: 860 N McCarthy Blvd, St.#100, Milpitas, CA 95035 Travel: No travel; Work from home (WFH) benefit available Apply Here: **************************************************** Salary: $ 91,001 EOE. Must be legally authorized to work in the United States without sponsorship #LI-DNI
    $91k yearly 58d ago
  • Analyst, Corporate Actions

    LPL Financial 4.7company rating

    Remote job

    What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Corporate Action team comprises of dividends, reorg, money market, proxies, restricted security, and cash & bank functionalities. The ideal candidate will need to understand data analysis, project management, and reporting tools and technology in general to effectively analyze business requirements, track project status, and translate business needs into technical requirements. The candidate will also need strong interpersonal, organization and communication skills (written and verbal) to be effective in the role. Responsibilities: Risk Management - Responsible for quality and risk control processes for monitoring systems, vendor oversite, and review of daily processing work for on and offshore team Reconciliation and reporting of clearance accounts to ensure all allocations from our various depositories have been properly allocated. Additional reporting such as FRC and reserves Responsible for timely and accurate submission of elections to various repositories and agents Communicate with other internal departments as well as external 3rd parties including, but not limited to, contra brokers, transfer agents, issuers, vendors, and partners Participate in internal audits by providing documentation and demonstrating compliance of all key and non-key controls in walkthroughs Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure Coordinate and lead training at a group or individual level. Handle escalations by both the Service Center and Advisors; exercise superior judgement in keeping manager informed about issues Attend and participate in reorganization industry focus group meetings with various companies and vendors Understand and Interpret rule modifications in an ever-changing regulatory environment, and the business needs of LPL, our advisors, and other departments Develop risk-based mitigation approaches that may yield changes to functions, and departmental requirements Review processes and procedures to identify areas of improvement to mitigate risk, increase efficiency and ensure consistency to Advisors and Clients Recognizes issues, problems, or opportunities and determines whether action is needed. Seeks the perspective of others and re-examines assumptions to creatively solve problems and generate solutions Technology and Systems Management - Participate and implement departmental projects as well as coordinating and performing User Acceptance Testing and script writing Makes connections & offers creative recommendations on how to solve business challenges What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: 3-5 years of industry experience (preferably corporate actions) in Operations, Compliance or Risk Management All Microsoft applications, particularly VISIO, WORD, ACCESS, PowerPoint and Excel (VBA) Core Competencies: Ability to work independently in a fast-paced environment with multiple priorities Ability to work with and communicate effectively at various levels throughout the organization. Ability to learn multiple aspects of the Financial Services industry and understand how it all connects Excellent verbal and written communication skills Strong time management and organizational skills Preferences: Series 7 preferred Bachelor's degree in accounting, Finance, or Economics from an accredited University or College or equivalent industry experience SQL or Alteryx knowledge #LPL-PA Pay Range: $27.01-$45.01/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25
    $27-45 hourly Auto-Apply 32d ago
  • Financial Analyst - Corporate Forecast (Hybrid)

    Globe Life Inc. 4.6company rating

    Remote job

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Financial Analyst - Corporate Forecast? Globe Life is looking for a Financial Analyst - Corporate Forecast to join the team! In this role, you will be responsible for developing and maintaining complex financial models based on assessment and understanding of key drivers and assumptions. You will generate financial reports, presentations, monthly and quarterly reviews, and related analysis for executive management, Globe Life's Board of Directors, and other stakeholders. Additionally, you will evaluate the financial impact of key strategic initiatives and serve as the finance lead for projects. This includes developing financial business cases, maintaining financial oversight, advising operations, and supporting the development of appropriate KPIs, baseline projections, progress tracking, and reporting to drive accountability. This is a hybrid position located in McKinney, Texas. What You Will Do: * Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance. * Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance. * Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast. * Identify, design, and implement enhancements to existing forecasting and reporting processes and systems. * Support the development of corporate strategic business analysis and insights for executive talking points. * Develop capital planning models, reports, and templates. * Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI. * Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking. * Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities. * Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s). * Develop and maintain a comprehensive understanding of the corporate strategic initiatives, priorities, and key business issues. * Serve as an active member of project/initiative teams - capturing financial assumptions and offering a financial perspective to project issues/challenges to drive outcomes. * Collaborates with other finance team members to ensure the annual operating plan and strategic projections accurately reflect the status of large-scale enterprise initiatives. * Identify and recommend process improvements that significantly reduce workloads and reporting redundancies. * Develop the financial business cases for presentation to senior leadership. * Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results. * Mentor and train other members of the Corporate Financial Planning & Analysis team. * Ad hoc analysis and special projects involving systemic improvements, expense deep dives, and implementation of corporate policies and other projects to support key strategic initiatives. What You Can Bring: * Bachelor's degree in Finance, Accounting, or Economics with progressive technical and operational business experience. * 2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry. * Holding or actively working towards a CPA, CFA, or MBA is a plus. * Demonstrated knowledge of corporate financial planning, reporting, and analysis. * Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy. * Proven experience in building complex financial models that forecast a company's income statement, balance sheet, and cash flow. * Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines. * Balances data and information, making decisions based on both a sense of what is correct and logical. * Ability to clearly communicate compelling messages to senior leaders and partners. * Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business. * Demonstrates strong initiative with the ability to work independently, identify issues, and succinctly present solutions. * Balances a high sense of urgency with presenting detailed and accurate financial information. * Takes initiative and is not satisfied with the status quo. * Leads and actively participates in team meetings and is involved in developing individual and team project plans. * Demonstrates a willingness to persist when faced with obstacles or adversity. * Willingness to accommodate the rigor of the annual and quarterly reporting cycle. * Expert-level Microsoft Excel with an aptitude in financial modeling, planning systems, and reporting for analysis. * Experience with corporate performance management software solutions Anaplan is a plus. * Experience with data visualization software (Power BI or Tableau) is a plus. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work designated hours based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 7677 Henneman Way, McKinney, Texas
    $76k-96k yearly est. 3d ago
  • Project Analyst -- HOMES / HEAR Energy Rebate Programs

    Aptim 4.6company rating

    Remote job

    APTIM Energy Transitions is seeking a Project Analyst with programmatic and project management experience to work with the APTIM HOMES and HEAR team. This position provides technical and administrative support to APTIM's HOMES and HEAR Programs. APTIM's role is to develop and manage Home Energy Rebates created through the Inflation Reduction Act including the Home Efficiency Rebate Program and the Home Electrification and Appliance Rebate Program. The Project Analyst will report to the Operations Manager and support development of program designs aligning with U.S. Department of Energy (DOE) guidance and state guiding principles, lead reporting and data analytics within an assigned state or across multiple states and provide project management support. Industry and technical knowledge in residential energy efficiency and electrification is desired. The ideal candidate will be able to operate independently, rapidly summarize large amounts of information or data and create executive summaries that accurately represent detailed information. APTIM's Energy Transition team is a recognized leader in the marketplace. Our technical experts deliver highly innovative projects and complex client solutions providing the full breadth of energy solutions including energy management, carbon management, smart energy infrastructure, distributed energy resources (DER), and carbon-free mobility solutions. Our consultants proactively collaborate with clients to define and implement strategies and campaigns around key business drivers, with the primary focus of finding and delivering high-impact projects exceeding expectations and meeting the unique needs for our commercial and retail clients. The successful candidate will immediately assume an active role supporting the planning and operational activities for the programs. The Project Analyst must be a critical thinker, able to manage multiple tasks, have excellent written and verbal communication skills, and be able to maintain positive relationships with colleagues and implementation contractors. The role requires a person who is accountable, process driven, detail-oriented, and pragmatic. Individuals in this role will be expected to embrace a collaborative approach, take ownership of their workspace, and find solutions to challenges as they arise. You will be working with others who are passionate about clean energy, energy efficiency, and making a positive impact on the industry. Key Responsibilities/Accountabilities: Work as part of an energy efficiency and electrification team ensuring the administration, implementation, and verification of federally funded energy efficiency projects are successfully executed. Develop reporting that aligns with DOE requirements and provides operations leadership insights to improve operations. Create and streamline processes in collaboration with the Operations Manager and other program leadership to reduce effort and improve timeliness, predictability and quality of outputs. Conduct QA/QC of program processes and protocols, offering improvements and recommendations. Support contract management, including reporting and tracking program performance and metrics. Directly assist in the resolution of program operation and management issues. Lead or support project management activities by providing project management tools, facilitating meetings and/or following-up with action items from assigned team members. Review project application forms by customers, contractors, engineers/consultants, and other program participants to ascertain compliance with program policies and procedures as needed. Maintain, update, and add entries to the system databases accurately. All other duties as assigned. Ensure compliance with all APTIM quality and safety policies as well as all OSHA regulations. Basic Qualifications: Bachelor's degree from an accredited four-year college or university or equivalent work experience. 4+ years program/project management experience related to energy program management, implementation, or administrative oversight. Ability to identify complex problems and review related information to develop and evaluate options and implement solutions. Ability to collect and analyze data and interpret information to proceed with appropriate actions. Ability to develop and implement policies and procedures. Self-starter with the ability to manage time, work independently and prioritize projects within established deadlines and handle multiple tasks simultaneously. Commitment to fostering a collaborative work environment within the team and the broader organization. Ability to identify and resolve project incentive application issues with customers and trade allies. Strong communication and collaboration skills; experience with client engagement and coordination. Proficient in Microsoft Office software. Ability to travel to locations based on assignment at least quarterly. Desired/Preferred Qualifications: Energy savings modeling Familiarity with residential weatherization best practices BPI Certification Experience with utility DSM RES program, including custom project reviews 2+ years' experience in the energy efficiency industry preferred. Knowledge of residential energy efficiency and electrification technologies including lighting, HVAC, water heating, appliances, and building envelope and how they affect utility consumption and demand. Experience with project management and analytics software solutions. CEM, PMP, or similar certification or the desire to obtain. ABOUT APTIM APTIM is committed to accelerating the transition toward a clean and efficient energy economy, building a sustainable future for our communities and natural world, and creating a more inclusive and equitable environment that celebrates the diversity of our communities. We specialize in environmental, resilience, and sustainability and energy solutions, as well as technical and data solutions, program management, and critical infrastructure. For every challenge our clients face, there is an opportunity for APTIM to innovate a fit-for-purpose solution that will raise your organization or community to a new standard of excellence. What you can expect from APTIM: Work that is worthy of your time and talent Respect and flexibility to live a full life at work and at home Dogged determination to deliver for our clients and communities A voice in making our company better Investment into your personal and professional development As of the date of this posting, a good faith estimate of the current pay range for this position is $70K-$110K. Compensation depends on several factors including: experience, education, key skills, geographic location of the position, client requirements, external market competitiveness, and internal equity among other employees within APTIM. Employee Benefits Aptim Environmental & Infrastructure, LLC is committed to providing an extensive range of benefits that protect and promote the health and financial well-being of our employees and their families through the APTIM Benefits Marketplace ************************************ Medical, vision, and dental insurance: Through the marketplace, our employees can choose benefits from five metallic levels and 10+ carriers to find the right benefits that work for them in their location. Life insurance Short-term and long-term disability insurance 401(k) APTIM offers three 401k plans through the Aon Pooled Employer Plan (PEP). The specific plan you are eligible for depends on the business unit you are in. The details of the largest plan are found here: APTIM 2025 401(k) Plan Features (makeityoursource.com) APTIM - Helpful Documents Paid holidays, vacation, and sick leave (eligibility based on company policy and applicable law) Watch our video: About APTIM - In Pursuit of Better
    $70k-110k yearly 3h ago

Learn more about senior planning analyst jobs

Top companies hiring senior planning analysts for remote work

Most common employers for senior planning analyst

RankCompanyAverage salaryHourly rateJob openings
1TD Bank$92,743$44.5932
2Ascensus$85,806$41.2520
3SC Johnson$84,399$40.5811
4Whirlpool$81,918$39.387
5Maximus$80,859$38.87647
6Citadel Completions$80,597$38.750
7SBA Communications$76,123$36.601
8HCSC$72,122$34.670
9US Foods$69,731$33.5215
10Sam Houston State University$69,560$33.440

Browse business and financial jobs