Analyst jobs at United Wholesale Mortgage

Hybrid Role: IT Help Desk Analyst + Jr. Encompass Administrator Employment Type: Full-Time Department: Information Technology Reports To: Director of Technology About Success Mortgage Partners Success Mortgage Partners (SMP) is a fast-paced, family-valued, and service-driven independent mortgage lender committed to empowering employees through collaboration, innovation, and technology. We support both corporate staff and partner branches nationwide, providing exceptional internal service so that our teams can deliver exceptional service to borrowers and referral partners. Position Overview This hybrid position combines Level 1-2 IT Help Desk Support with Jr. Encompass Administration, creating a unique opportunity for a technically skilled mortgage professional to support day-to-day IT needs while also contributing to the ongoing optimization of our Loan Origination System (LOS), Encompass. The ideal candidate brings experience supporting mortgage users, troubleshooting LOS workflows, managing systems access, and resolving both software and hardware issues in a timely and customer-focused manner. Key Responsibilities Encompass Jr. Administrator Responsibilities Provide advanced help desk support and troubleshooting for the Encompass LOS, including issues involving users, workflows, integrations, and third-party vendors. Assist with user support related to mortgage origination tasks and LOS operations with professionalism, urgency, and attention to compliance and software best practices. Support Corporate Trainers and collaborate with Encompass administrators and developers on enhancements, automation, and system improvements. Support, maintain, and troubleshoot vendor permissions and access (DU, LPA, FHA Connection, GUS, credit providers, etc.). IT Help Desk Responsibilities Provide Level 1 & Level 2 technical support via phone, email, ticketing, and remote/in-person assistance. Troubleshoot issues related to: Active Directory & user accounts Windows 10/11, computers, docks, peripherals Microsoft 365, Teams, OneDrive, Outlook VPN connectivity, MFA resets, OKTA VOIP solutions (RingCentral, Teams) Networking basics: DHCP, DNS, IP addressing SharePoint and OneDrive file access/permissions Adobe Acrobat/Reader Manage tickets, escalate when necessary, and ensure timely resolution of user issues. Perform new computer deployments, remote user setup support, and system upgrades. Qualifications Required Minimum 3 years mortgage industry experience, directly supporting mortgage users, systems, or workflows. Minimum 2 years IT help desk experience (Level 1-2), including AD, Windows OS, networking basics, and Microsoft 365. At least 3 years supporting Encompass LOS or other mortgage systems. Ability to troubleshoot, research, and resolve both technical and LOS issues with urgency and professionalism. Strong customer service, communication, documentation, and organizational skills. Preferred Experience supporting Encompass administration, configurations, or automation. Experience with OKTA SSO/MFA, Fortinet, Proofpoint, or CrowdStrike. Familiarity with LOS integrations and mortgage workflow optimization. Ticketing system experience (FreshDesk or similar). Former mortgage processors, loan partners, or similar roles with high technical aptitude are strongly encouraged. Working Conditions This is a hybrid role based out of SMP's Livonia, MI office. Most work can be performed remotely; however, onsite presence and occasional travel may be required for project, training, or support needs.

The Oversight Analyst plays a key role in maintaining and enhancing the integrity of the bank's risk and compliance management for external vendors and partners. Reporting to the Third-Party Oversight & Treasury Management Manager, this role is responsible for developing and executing ongoing control monitoring across bank partnerships involving digital assets, Banking-as-a-Service (BaaS), payments, and other third-party relationships. Responsibilities include ensuring operational consistency with contractual agreements, regulatory expectations, and internal risk management standards. Job Duties: I. Oversight & Risk Monitoring * Support the design and execution of post-implementation oversight strategies for banking partners post on-boarding. * Create, document, and maintain control monitoring frameworks tailored to each partnership based on contractual obligations. * Identify operational and compliance gaps and escalate concerns based on risk thresholds and frequency. * Coordinate with internal stakeholders (e.g., Compliance, Treasury, Specialty Banking) to ensure cross-functional adherence to oversight protocols. II. Daily Tasks * Review daily partner data submissions and reporting metrics. * Validate activity against agreed contractual KPIs and operational standards. * Track and document exceptions, escalations, and real-time compliance indicators. * Maintain a daily control checklist to ensure proper execution of oversight items. III. Weekly Tasks * Conduct data validation reviews and internal reconciliations. * Prepare weekly performance reports highlighting trends, gaps, or concerns. * Attend and document weekly meetings with internal stakeholders or external partners as needed. * Monitor action items and ensure follow-through on pending issues or escalated items. IV. Monthly Tasks * Conduct comprehensive monthly audits of partner performance. * Assist with the preparation of monthly oversight summaries and reporting packages for leadership. * Recommend improvements to oversight procedures and controls based on partner performance data. * Partner with other departments to ensure cross-impacting controls are implemented and executed consistently. * Support audit-readiness by preparing documentation and compliance evidence. V. Control Design & Management * Define and implement tailored control environments per partner based on contractual requirements and product/service complexity. * Distinguish between standard and custom controls based on risk exposure and service model. * Collaborate with the Oversight Manager to ensure controls align with broader third-party governance strategies. * Ensure oversight design accommodates partner-specific nuances while maintaining regulatory soundness. * All other duties as assigned. * Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act. Essential Functions: * Use of hands or equivalent ability to complete required tasks. * Vision or equivalent ability to complete required tasks. * Strong communication skills and a positive attitude. * Maintain positive relationships with third-party partners - phone and email communication are required. Experience/Qualifications: * 2-5 years of experience in banking operations, compliance support, internal audit assistance, QA or vendor documentation tracking. * Proven ability to build, track, and report on control metrics and compliance monitoring. * Excellent interpersonal, written, and verbal communication skills. * Highly organized and capable of managing multiple oversight plans simultaneously. * Experience working with proprietary platforms/software. * Experience collaborating across departments in highly regulated environments. * Familiar with anti-money laundering laws, vendor risk reviews, and detecting financial crime Reports to: Third Party Oversight and Treasury Operations Manager Supervises: None Qualifications Dart Bank is a community bank, serving our community since 1925. We specialize in providing financial services, but we are passionate about serving the community and building real relationships with people. Dart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more. Our array of products and services and our longstanding history within our communities shows we care about what matters most for our customers and we are there for them for the most important times in their lives. Dart Bank. For What Matters Most. We offer: Medical Benefits Dental Vision 401(K) Employee Stock Ownership Plan Paid vacation & sick time Flexible scheduling Employee Assistance Program Dart Bank University At Dart Bank you can expect to be surrounded by a team that will support you and invest in your growth in a quick-paced work environment where we deliver exceptional customer service. We are a local business that cares about our employees and our community. Dart Bank is committed to providing equal opportunity in employment, maintaining a diverse workforce, and prohibiting all forms of unlawful discrimination and harassment. All employment decisions, policies, and practices, in terms of the recruitment process and other conditions and privileges of employment, will comply with applicable federal, state, and local anti-discrimination laws. The Company seeks, employs, promotes, and compensates qualified individuals based on ability, as demonstrated by performance and other legitimate non-discriminatory factors, without regard to race, color, religion, national origin, citizenship, ancestry, sex (including sexual orientation, gender expression, and gender identity), age, physical or mental disability, pregnancy, genetic information, military status, veteran status, or any other protected status under federal, state (in Michigan: marital status, familial status, height, weight, and misdemeanor arrest record), or local law (individually and collectively, "Protected Class").

Job Details Experienced Mason Main Office - Mason, MI Full Time High School Any BankingDescription The Oversight Analyst plays a key role in maintaining and enhancing the integrity of the bank's risk and compliance management for external vendors and partners. Reporting to the Third-Party Oversight & Treasury Management Manager, this role is responsible for developing and executing ongoing control monitoring across bank partnerships involving digital assets, Banking-as-a-Service (BaaS), payments, and other third-party relationships. Responsibilities include ensuring operational consistency with contractual agreements, regulatory expectations, and internal risk management standards. Job Duties: I. Oversight & Risk Monitoring · Support the design and execution of post-implementation oversight strategies for banking partners post on-boarding. · Create, document, and maintain control monitoring frameworks tailored to each partnership based on contractual obligations. · Identify operational and compliance gaps and escalate concerns based on risk thresholds and frequency. · Coordinate with internal stakeholders (e.g., Compliance, Treasury, Specialty Banking) to ensure cross-functional adherence to oversight protocols. II. Daily Tasks · Review daily partner data submissions and reporting metrics. · Validate activity against agreed contractual KPIs and operational standards. · Track and document exceptions, escalations, and real-time compliance indicators. · Maintain a daily control checklist to ensure proper execution of oversight items. III. Weekly Tasks · Conduct data validation reviews and internal reconciliations. · Prepare weekly performance reports highlighting trends, gaps, or concerns. · Attend and document weekly meetings with internal stakeholders or external partners as needed. · Monitor action items and ensure follow-through on pending issues or escalated items. IV. Monthly Tasks · Conduct comprehensive monthly audits of partner performance. · Assist with the preparation of monthly oversight summaries and reporting packages for leadership. · Recommend improvements to oversight procedures and controls based on partner performance data. · Partner with other departments to ensure cross-impacting controls are implemented and executed consistently. · Support audit-readiness by preparing documentation and compliance evidence. V. Control Design & Management · Define and implement tailored control environments per partner based on contractual requirements and product/service complexity. · Distinguish between standard and custom controls based on risk exposure and service model. · Collaborate with the Oversight Manager to ensure controls align with broader third-party governance strategies. · Ensure oversight design accommodates partner-specific nuances while maintaining regulatory soundness. · All other duties as assigned. · Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act. Essential Functions: · Use of hands or equivalent ability to complete required tasks. · Vision or equivalent ability to complete required tasks. · Strong communication skills and a positive attitude. · Maintain positive relationships with third-party partners - phone and email communication are required. Experience/Qualifications: · 2-5 years of experience in banking operations, compliance support, internal audit assistance, QA or vendor documentation tracking. · Proven ability to build, track, and report on control metrics and compliance monitoring. · Excellent interpersonal, written, and verbal communication skills. · Highly organized and capable of managing multiple oversight plans simultaneously. · Experience working with proprietary platforms/software. · Experience collaborating across departments in highly regulated environments. · Familiar with anti-money laundering laws, vendor risk reviews, and detecting financial crime Reports to: Third Party Oversight and Treasury Operations Manager Supervises: None Qualifications Dart Bank is a community bank, serving our community since 1925. We specialize in providing financial services, but we are passionate about serving the community and building real relationships with people. Dart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more. Our array of products and services and our longstanding history within our communities shows we care about what matters most for our customers and we are there for them for the most important times in their lives. Dart Bank. For What Matters Most. We offer: Medical Benefits Dental Vision 401(K) Employee Stock Ownership Plan Paid vacation & sick time Flexible scheduling Employee Assistance Program Dart Bank University At Dart Bank you can expect to be surrounded by a team that will support you and invest in your growth in a quick-paced work environment where we deliver exceptional customer service. We are a local business that cares about our employees and our community. Dart Bank is committed to providing equal opportunity in employment, maintaining a diverse workforce, and prohibiting all forms of unlawful discrimination and harassment. All employment decisions, policies, and practices, in terms of the recruitment process and other conditions and privileges of employment, will comply with applicable federal, state, and local anti-discrimination laws. The Company seeks, employs, promotes, and compensates qualified individuals based on ability, as demonstrated by performance and other legitimate non-discriminatory factors, without regard to race, color, religion, national origin, citizenship, ancestry, sex (including sexual orientation, gender expression, and gender identity), age, physical or mental disability, pregnancy, genetic information, military status, veteran status, or any other protected status under federal, state (in Michigan: marital status, familial status, height, weight, and misdemeanor arrest record), or local law (individually and collectively, “Protected Class”).

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Job Summary The Data Governance Analyst will support the development and execution of enterprise-wide data governance initiatives. This role will focus on ensuring the integrity, quality, and protection of data assets through the implementation of governance frameworks, data quality controls, and metadata management practices. The Analyst will work closely with business units, IT, and compliance teams to support the organization's data governance strategy and ensure alignment with regulatory and risk management expectations. Salary Range The annual salary range for this position is $60,000.00 - $121,300.00. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Data Governance Operations Assist in the implementation and maintenance of the enterprise data governance framework, including policies, standards, and procedures. Support the development and execution of data quality rules, issue tracking, and remediation processes. Maintain and enhance metadata repositories and data catalogs using tools such as Informatica or Microsoft Purview. Data Stewardship and Collaboration Partner with data owners, stewards, and business units to define and document data definitions, lineage, and usage. Facilitate working groups and workshops to gather requirements and promote data governance awareness across the organization. Risk and Compliance Support Monitor and report on data governance metrics, including data quality trends, audit findings, and remediation progress. Support internal and external audits by providing documentation and evidence of data governance controls and practices. Project and Initiative Support Contribute to enterprise initiatives such as the Modern Data Platform migration, report certification programs, and regulatory reporting enhancements. Participate in cross-functional projects to ensure data governance requirements are embedded in system implementations and process changes. Qualifications and Education Requirements Bachelor's degree in information systems, Business, Risk Management, or a related field. 2+ years of experience in data governance, data management, or risk/compliance roles. Familiarity with data governance frameworks (e.g., DCAM, NIST Privacy Framework, FFIEC). Experience with data quality tools, metadata management platforms, and reporting tools. Strong analytical, communication, and collaboration skills. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

As a Staff Data Analyst, you will specialize in collecting, organizing, and analyzing data from various sources with the purpose of turning numbers into context and recommendations. You will paint a picture of how the business is operating using a variety of data analysis techniques and statistics. You will integrate, transform, and improve volumes of data at the project or company level for streamlined processes, greater efficiencies and more informed decision-making. The Staff Data Analyst shows they have demonstrated exceptional insight into their industry and business as well as leadership among peers. About the role Proactively identify and communicate business opportunities and recommendations using data manipulation, programming, statistics and data visualization Use data to support and challenge business solutions with executive leadership or other stakeholders Work with leaders to define and implement analytics strategy Lead design and validation for all phases of research projects, including presentation of results, guiding iterative improvement Maintain relationships and alignment among stakeholders to meet objectives Define, gather, and validate project data requirements and evaluate data quality Evaluate the quality of organizational data sources Create and support business intelligence tools, databases, dashboards, reports or methods Document technical design standards for reporting solutions to ensure their accurate development Identify, document, and use exploratory data analysis to investigate assumptions Identify and analyze relevant, external data to monitor the competitive environment Stay informed of industry or business trends that pertain to data Mentor teammates on any of the above responsibilities About you Minimum Qualifications Bachelor's degree or equivalent experience in a scientific discipline, mathematics, applied statistics, information technology or a related field 6 years of experience or equivalent competency identifying business problems, conducting data experiments, performing statistical analysis and synthesizing findings to guide business decisions Expertise leading end-to-end data analysis projects resulting in positive business changes Expertise creating data visualizations using modern business intelligence (BI) tools, highlighting insights as relevant Expertise with industry-standard statistical analysis tools, such as SAS, R or Python Expertise training and mentoring peers Expertise creating data sets with advanced SQL or other querying languages and using them to develop business strategies Expertise researching data lineage Expert knowledge of standard statistical measures, probability theory and both qualitative and quantitative techniques Expertise working with data warehouses and/or other data stores Experience data mining or using other exploratory techniques Expertise working with structured and unstructured data Experience building logical and physical data models Experience developing standards and processes that increase efficiency and impact Deep domain knowledge of multiple business areas Preferred Qualifications Comprehensive knowledge of multiple business areas and their data, including industry or other external sources Experience developing business-wide standards and processes that increase efficiency and impact Experience with big data, machine learning, or data science Conceptual understanding of database management What you'll get Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks. About us Rocket Mortgage was founded in 1985. Today, we're a Detroit-based, publicly traded company with a mission to Help Everyone Home. At Rocket Mortgage, we believe that home is more than the house you live in. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams. We're known as experts in the mortgage industry, but we're also innovators - we strive to create the best experiences for our clients from beginning to end. And we're not your typical employer. We're insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard. Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals. This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at ************************** .

Assists in preparing macro and micro forecasts of demand and energy usage for all areas and pricing zones served by ITC Holdings. Implements necessary data, models, databases and information sources required to fulfill function. ESSENTIAL DUTIES & RESPONSIBILITIES Contributes to the development of short-range load forecasts used by ITC Holdings for forward-looking Attachment O filings and operational planning. Supports the creation of long-range load forecasts for reliability studies and production cost modeling simulations, addressing both macro and micro-level planning across service areas. Investigates issues with significant implications for the economic valuation of transmission expansions, including modeling approaches and economic impact studies. Ensures quality control of databases supporting multiple forecast models, maintaining accuracy and consistency. Conducts specialized analyses to support legal and regulatory filings, including litigation-related research. Prepares and delivers presentations, reports, and other materials to Senior Management, key stakeholders, and Federal and State regulatory staff, in support of forecasting and analytical initiatives. Coordinates with external consultants as needed to advance company initiatives related to forecasting and planning. May represent ITC in external stakeholder forums focused on load forecasting, market analysis, and related strategic topics. May provide technical guidance and direction to the forecasting team, collaborating with the Manager of Regional Planning to conduct performance reviews and identify opportunities for improvement. REQUIREMENTS Education Requirements Bachelor's degree in Mathematics, Statistics, Economics, or a related quantitative discipline or relevant, equivalent experience and/or education; Master's degree preferred. Relevant coursework in statistical/mathematical modeling, economics, forecasting, and energy policy is highly desirable. Experience Requirements Intermediate Level: Minimum of two (2) years of experience in forecasting, economic modeling, energy consulting, or related fields. Senior Level: Minimum of five (5) years of experience in forecasting, economic modeling, energy consulting, or related fields. Other Requirements Demonstrated experience applying statistical methods to economic model estimation and hypothesis testing. Proficiency in MS Office analytical tools; familiarity with statistical software such as S+/R, STATA, SPSS, SAS, or Python is preferred. Experience working with large datasets and computer information systems is a plus. Strong interpersonal and communication skills, with the ability to engage effectively across technical and organizational levels. Proven ability to lead teams, manage complex interpersonal situations, and foster a collaborative work environment. Self-motivated with the ability to work independently while keeping stakeholders informed. Ability to manage multiple priorities and travel as needed. Applicants must be authorized to work in the United States for any employer. ITC does not sponsor employment visas, such as H-1B or TN visas.

Job Information: BSA/AML Analyst Job Email Opening Apply Now Title BSA/AML Analyst About the Organization Superior National Bank approaches every day with the philosophy that we 'Grow Your Future.' Our employees are instrumental in helping us achieve that goal. As an organization, we value the efforts of our employees as they strengthen our pillars of trust through the great work that they do. Each member of our team plays an integral role in supporting the overall success of the organization. We try to create a work environment that supports employee development and engagement by staffing our locations with honest, hard-working people who truly care about one another, their customers, and our community. If this describes a culture that appeals to you, we invite you to apply to join our team. Thank you for your interest in becoming a team member of Superior National Bank! Tags Compliance, BSA, AML, Regulatory EOE Statement Superior National Bank is an equal opportunity employer that does not discriminate on the basis of race, religion, national origin, ancestry, age, color, sex, gender, gender identity, gender expression, physical or mental disability, medical condition, pregnancy, military or veteran status, marital status, sexual orientation, genetic information or other characteristic protected by applicable law. If you have a disability that impairs your ability to be considered, interviewed or tested for a position, please let us know what accommodations you may require. Open Date 10/16/2025 Location Hancock Description Department: Compliance Reports To: BSA/AML Officer Supervises: None Last Updated: 10.2025 Summary: Responsible for functions involved with the monitoring of activities related to the Bank Secrecy Act/Anti-Money Laundering (BSA/AML) and Office of Foreign Assets Control (OFAC) compliance program. Monitors and conducts investigations into suspicious activity and aids in identifying high-risk processes to mitigate risk exposure to Superior National Bank. Assists management with ensuring compliance with regulations, bank policies and procedures and assists in maintaining the integrity of the financial institution's Bank Secrecy Act Program. Major Duties & Responsibilities: * Manage lists of accounts identified through risk assessment as high-risk and conduct regular reviews to monitor account activity for suspicious transactions. This includes high-risk customers such as money service businesses (MSBs), ATM owners, and other potential high-risk industries. * Utilize the Bank's BSA monitoring systems, alerts, reports, and data to detect the presence of BSA/AML and fraud-related activities. Perform diverse and complex analysis, research, and investigation of customer data, account information, and behaviors to identify suspicious or illegal activity. * Review and analyze daily transactional data with a focus on cash (excessive and 3K-10K log) and wires for potential money laundering or other illicit schemes and escalate, as necessary. * Review daily Currency Transaction Reports (CTRs) and monetary instrument logs completed by branch and back- office personnel. Perform follow-up on missing information. * Review core system, BSA/AML software, and cash transactions report to ensure they coincide with CTRs completed. * Ensure required information for currency transactions exceeding $10,000 is submitted to FinCEN in a timely manner. * Conduct CTR exemption initial and annual reviews. Develop, maintain, and review the centralized CTR Exemption list, as needed. * Conduct and/or assist with case investigations for potential SAR filing and maintain appropriate support documentation. * Assist with research surrounding requests for information. * Assist the BSA/AML Officer with BSA/AML/OFAC Risk Assessments. * Assist the BSA/AML Officer to conduct and track required training for all Bank employees. * Perform other duties as assigned. Knowledge, Skills, & Abilities: * Must possess analytical skills and be able to multi-task. * Must be able to work interactively with all levels of management, auditors, examiners, law enforcement, while maintaining strict confidentiality. * Must be proficient in Microsoft Excel and Word. Education & Experience: * Associate's degree in accounting, business administration or business-related field preferred or equivalent combination of education and/or experience. * Minimum 3 years' experience in the banking industry, preferably teller and/or deposit operations-related experience. Full-Time/Part-Time Full-Time Number of Openings 1 Shift -not applicable- Req Number COM-25-00002 Category Compliance Hours per week 40 This position is currently accepting applications. Apply Now

Department: Compliance Reports To: BSA/AML Officer Supervises: None Last Updated: 10.2025 Summary: Responsible for functions involved with the monitoring of activities related to the Bank Secrecy Act/Anti-Money Laundering (BSA/AML) and Office of Foreign Assets Control (OFAC) compliance program. Monitors and conducts investigations into suspicious activity and aids in identifying high-risk processes to mitigate risk exposure to Superior National Bank. Assists management with ensuring compliance with regulations, bank policies and procedures and assists in maintaining the integrity of the financial institution's Bank Secrecy Act Program. Major Duties & Responsibilities: Manage lists of accounts identified through risk assessment as high-risk and conduct regular reviews to monitor account activity for suspicious transactions. This includes high-risk customers such as money service businesses (MSBs), ATM owners, and other potential high-risk industries. Utilize the Bank's BSA monitoring systems, alerts, reports, and data to detect the presence of BSA/AML and fraud-related activities. Perform diverse and complex analysis, research, and investigation of customer data, account information, and behaviors to identify suspicious or illegal activity. Review and analyze daily transactional data with a focus on cash (excessive and 3K-10K log) and wires for potential money laundering or other illicit schemes and escalate, as necessary. Review daily Currency Transaction Reports (CTRs) and monetary instrument logs completed by branch and back- office personnel. Perform follow-up on missing information. Review core system, BSA/AML software, and cash transactions report to ensure they coincide with CTRs completed. Ensure required information for currency transactions exceeding $10,000 is submitted to FinCEN in a timely manner. Conduct CTR exemption initial and annual reviews. Develop, maintain, and review the centralized CTR Exemption list, as needed. Conduct and/or assist with case investigations for potential SAR filing and maintain appropriate support documentation. Assist with research surrounding requests for information. Assist the BSA/AML Officer with BSA/AML/OFAC Risk Assessments. Assist the BSA/AML Officer to conduct and track required training for all Bank employees. Perform other duties as assigned. Knowledge, Skills, & Abilities: Must possess analytical skills and be able to multi-task. Must be able to work interactively with all levels of management, auditors, examiners, law enforcement, while maintaining strict confidentiality. Must be proficient in Microsoft Excel and Word. Education & Experience: Associate's degree in accounting, business administration or business-related field preferred or equivalent combination of education and/or experience. Minimum 3 years' experience in the banking industry, preferably teller and/or deposit operations-related experience.

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The CRA Compliance Reporting Analyst is responsible for supporting the Bank's Community Reinvestment Act (CRA) program through data analysis, reporting, and documentation. This role plays a key part in ensuring the Bank meets regulatory requirements by maintaining accurate CRA data, preparing reports, and supporting internal and external CRA-related audits and examinations. The analyst will collaborate with internal stakeholders to ensure timely and accurate CRA performance tracking and reporting. Salary Range The annual salary range for this position is $51,700.00 - $101,500.00. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities * Maintain and manage CRA-related data systems and tools to ensure accurate tracking of community development lending, investments, and services. * Prepare and distribute recurring CRA performance reports for internal stakeholders, including senior leadership and governance committees. * Support the development, tracking, and reporting of Community Growth Plan (CGP) objectives by analyzing performance data, drafting periodic updates, and collaborating with stakeholders. * Assist in the preparation of regulatory reports and public file disclosures in accordance with CRA requirements. * Support the CRA Compliance Manager in responding to examiner and auditor requests during CRA evaluations. * Conduct peer analysis and benchmarking using CRA data tools and public data sources. * Collaborate with business units to validate CRA-eligible activities and ensure proper documentation is retained. * Monitor and communicate changes in CRA regulatory requirements that may impact reporting or data collection. * Assist in the development and delivery of CRA-related training materials focused on data integrity and reporting. * Serve as a back-up to assist CRA Compliance Analysts with completing community development lending, investment, and service reviews as needed. Key Competencies for Position Analytical Thinking: Ability to analyze complex data sets, identify trends, and present findings in a clear and actionable format. Attention to Detail: Ensures accuracy in data entry, reporting, and documentation to support CRA compliance. Communication: Effectively communicates technical and regulatory information to both technical and non-technical audiences. Collaboration: Works closely with CRA Compliance Manager, CRA Compliance Analysts, and business line partners to support CRA goals. Technical Proficiency: Proficient in Microsoft Excel and other data tools; experience with CRA software platforms (RATA Comply, Kadince) Qualifications and Education Requirements * Bachelor's degree in Business, Finance, Economics, or related field. * 3+ years of experience in CRA compliance, regulatory reporting, or financial services analytics. * Technical knowledge of CRA banking laws, regulations and regulatory expectations and the ability to accurately evaluate CRA eligibility for bank activities. * General analytical and technical skills, including the ability to use CRA analytical tools, reporting tools and systems to evaluate CRA performance. Intermediate to advanced Microsoft Office skills, particularly Excel. * Excellent written and verbal communication skills. * General working knowledge of banking products and services covered by CRA and CRA related investment vehicles. * A solid understanding of FFIEC large bank examinations and CRA regulatory expectations. * Willingness to travel up to 10% to visit staff and stakeholders in other locations. Key Measures of Success/Key Deliverables: * Timely and accurate CRA performance reporting. * Positive feedback from internal stakeholders on data quality and reporting support. * Demonstrated understanding of CRA requirements and ability to apply them to reporting processes. * Achievement of the Bank's desired CRA performance rating and positive examiner feedback on the overall CRA program. * Proactive communication of regulatory changes and ability to implement those changes in a timely manner. * Ability to complete tasks independently and collaborate with team members on various projects and initiatives. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The CRA Compliance Reporting Analyst is responsible for supporting the Bank's Community Reinvestment Act (CRA) program through data analysis, reporting, and documentation. This role plays a key part in ensuring the Bank meets regulatory requirements by maintaining accurate CRA data, preparing reports, and supporting internal and external CRA-related audits and examinations. The analyst will collaborate with internal stakeholders to ensure timely and accurate CRA performance tracking and reporting. Salary Range The annual salary range for this position is $51,700.00 - $101,500.00. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Maintain and manage CRA-related data systems and tools to ensure accurate tracking of community development lending, investments, and services. Prepare and distribute recurring CRA performance reports for internal stakeholders, including senior leadership and governance committees. Support the development, tracking, and reporting of Community Growth Plan (CGP) objectives by analyzing performance data, drafting periodic updates, and collaborating with stakeholders. Assist in the preparation of regulatory reports and public file disclosures in accordance with CRA requirements. Support the CRA Compliance Manager in responding to examiner and auditor requests during CRA evaluations. Conduct peer analysis and benchmarking using CRA data tools and public data sources. Collaborate with business units to validate CRA-eligible activities and ensure proper documentation is retained. Monitor and communicate changes in CRA regulatory requirements that may impact reporting or data collection. Assist in the development and delivery of CRA-related training materials focused on data integrity and reporting. Serve as a back-up to assist CRA Compliance Analysts with completing community development lending, investment, and service reviews as needed. Key Competencies for Position Analytical Thinking: Ability to analyze complex data sets, identify trends, and present findings in a clear and actionable format. Attention to Detail: Ensures accuracy in data entry, reporting, and documentation to support CRA compliance. Communication: Effectively communicates technical and regulatory information to both technical and non-technical audiences. Collaboration: Works closely with CRA Compliance Manager, CRA Compliance Analysts, and business line partners to support CRA goals. Technical Proficiency: Proficient in Microsoft Excel and other data tools; experience with CRA software platforms (RATA Comply, Kadince) Qualifications and Education Requirements Bachelor's degree in Business, Finance, Economics, or related field. 3+ years of experience in CRA compliance, regulatory reporting, or financial services analytics. Technical knowledge of CRA banking laws, regulations and regulatory expectations and the ability to accurately evaluate CRA eligibility for bank activities. General analytical and technical skills, including the ability to use CRA analytical tools, reporting tools and systems to evaluate CRA performance. Intermediate to advanced Microsoft Office skills, particularly Excel. Excellent written and verbal communication skills. General working knowledge of banking products and services covered by CRA and CRA related investment vehicles. A solid understanding of FFIEC large bank examinations and CRA regulatory expectations. Willingness to travel up to 10% to visit staff and stakeholders in other locations. Key Measures of Success/Key Deliverables: Timely and accurate CRA performance reporting. Positive feedback from internal stakeholders on data quality and reporting support. Demonstrated understanding of CRA requirements and ability to apply them to reporting processes. Achievement of the Bank's desired CRA performance rating and positive examiner feedback on the overall CRA program. Proactive communication of regulatory changes and ability to implement those changes in a timely manner. Ability to complete tasks independently and collaborate with team members on various projects and initiatives. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

Stellantis Financial Services SFS is the new captive finance company for one of the worlds leading automakers and a mobility provider with iconic brands including Abarth Alfa Romeo Chrysler Citron Dodge DS Automobiles Fiat Jeep Lancia Maserati Opel Peugeot Ram Vauxhall Free2move and Leasys Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years Join our world class team and culture and contribute to our core mission which is enhancing our customers experience Position Summary Provides operational systems support for all teams using Shaw or Defi Servicing Responsible for engaging the business to gather and maintain detailed business requirements Works with Conduent Defi and other systems providers Makes needed changes to Shaw Loan Manager and Defi Servicing in support of the business Responsible to manage intake of defects identify root causes scope remediation requirements and manage backlog through resolution Essential Duties and Responsibilities Collaborates with staff and leadership to analyze business needs and implement efficient effective system solutions Drives the development implementation and continuous improvement of processes through technology reporting and automation Conducts testing for system upgrades bug fixes configuration changes and project implementations; provides solutions or workarounds as needed Designs and delivers training materials and showcases for new servicing platforms and enhancements Supports systems including Shaw Retail Shaw GUI Collections Loan Manager and Defi Servicing including process flow documentation and vendorlist management Manages system interfaces and customizes user screens roles and privileges to align with departmental requirements Builds rule logic to trigger automated alerts letters and account communications Defines and maintains account list and queue parameters to support proper account lifecycle management Performs system audits and recommends reporting enhancements to improve data accuracy and reporting quality Collaborates with internal teams and external vendors; supports special projects and ensures compliance with company policies and data privacy standards Required Experience Minimum 2 years of experience in loan servicing operations support or financial services administration Education Bachelors degree in business in Accounting or Finance or related business administration field Skills Required Analytical & Problem Solving Skilled at researching data identifying and resolving issues analyzing workflows and developing alternative solutions Communication & Interpersonal Skills Communicates clearly in both written and verbal formats; listens effectively; maintains confidentiality; interacts well with all levels of leadership Customer Service & Teamwork Responds promptly to internal needs values feedback collaborates effectively and supports organizational values Professionalism & Adaptability Handles pressure with tact adapts to change maintains reliability and follows through on responsibilities Initiative & Innovation Proactively seeks responsibility contributes creative ideas and continuously develops technical and professional skills Overtime required required on an as needed basis Travel 0 10 as required on an as needed basis Must have reliable transportation and live within a commutable distance to one of the following cities Atlanta GA; Dallas TX; Detroit MI; Houston TX; Phoenix AZ Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions While performing the duties of this Job the employee is regularly required to sit; use hands to finger handle or feel; reach with hands and arms and talk or hear The employee is occasionally required to stand; walk and stoop kneel crouch or crawl The employee must occasionally lift andor move up to 10 pounds Specific vision abilities required by this job include close vision Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions The noise level in the work environment is usually moderate Work Schedule This position requires the ability to work various shifts to accommodate business needs Typically between the hours of 8AM 6PM Monday through Friday and on weekends as needed Travel is required 10 of the time Stellantis Financial Services Inc SFS is an equal opportunity employer and is committed to providing its employees with an environment that is free of harassment discrimination and intimidation It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race color religion sex age national origin disability pregnancy sexual orientation veteran status gender identity or expression change of sex andor transgender status or any protected status Candidates must possess authorization to work in the United States This policy applies to recruitment and placement promotion training transfer retention rate of pay and all other terms and conditions of employment Employment and promotion decisions will be based solely on merit ability achievement experience conduct and other legitimate business reasons

Do you excel at creating seamless, intuitive digital experiences for users?Are you focused on optimizing platforms to deliver a high-performing, member-centric digital journey? As a Digital Banking Experience Analyst, you'll be responsible for optimizing digital platforms to ensure a seamless, member-centric, and high-performing user journey while supporting efforts to attract new members, enhance loyalty, and drive revenue in an increasingly digital-first industry. Deep expertise in digital financial platforms, product management, and user experience is essential for ensuring seamless, modern, and competitive digital offerings. The Opportunity: We are seeking a Digital Banking Experience Analyst to join our team in Dearborn, MI. What You'll Do: Create and implement strategies to increase digital channel adoption, improve member experience, and achieve business objectives. Monitor and analyze operational metrics, such as member satisfaction scores, user behavior, and transaction data to identify trends, performance gaps, and areas for improvement. Transform data into actionable insights that drive better business decisions leveraging in-channel communication tools. Collaborate with internal and external stakeholders to define, develop and launch new features and capabilities for digital banking products. Drive the adoption of new technologies like AI and machine learning to personalize experiences, automate processes and improve efficiency. Prepare proposals for digital projects and analyze the return on investment. What You'll Need: Bachelor's degree in Business Administration, Marketing, Information Technology, or related field required; MBA preferred. Minimum ten years of experience in digital banking, product management, or fintech-related roles. Experience working with APIs, third-party integrations, and digital financial services technology. Strong analytical, quantitative and storytelling capabilities; able to translate complex data into clear actionable insights. Excellent communication and collaboration skills, with the ability to work cross-functionally. Strong understanding of digital security, fraud prevention and compliance requirements.

JOB SUMMARYUHY Advisors' Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. Whether it is permanent placement, project work, loaned staff support or business process outsourcing-we are ready to meet your needs. Our team has extensive experience with a wide range of clients from middle market, closely held organizations to large Fortune 500 companies. We focus on finance and accounting, internal audit, IT audit and tax. We offer direct, personal involvement from senior practitioners and strive to meet clients' needs rapidly.JOB DESCRIPTION This is a pipeline opportunity with UHY Resource Solutions Group rather than an active job opening. While there is no immediate hiring need, we are proactively identifying strong candidates for future SEC Technical Reporting Analyst opportunities with our clients. If you are open to exploring potential roles as they arise, we encourage you to submit your information for consideration. The SEC Technical Reporting Analyst is responsible for preparing and ensuring the accuracy and compliance of the company's financial reporting in accordance with SEC regulations. This role focuses on the preparation and filing of SEC documents such as 10-K, 10-Q, 8-K, and other required filings, as well as providing technical accounting support related to financial reporting. Key Responsibilities: Prepare and review SEC filings (10-K, 10-Q, 8-K, proxy statements, and other regulatory documents) to ensure compliance with SEC rules and regulations. Assist in the preparation of financial statements and footnotes in accordance with U.S. GAAP and SEC reporting requirements. Research and interpret technical accounting issues, including new accounting standards, and assist in their implementation. Collaborate with internal teams, including legal, finance, and accounting, to gather necessary information for SEC filings. Maintain knowledge of current SEC regulations and reporting requirements to ensure continuous compliance. Assist in the preparation and review of quarterly and annual financial reports, including disclosures. Support the audit process by providing necessary documentation and explanations regarding financial reporting. Help ensure accuracy and consistency of information across various reporting channels. Skills and Qualifications: Bachelor's degree in Accounting, Finance, or related field; CPA preferred. Proven experience in SEC reporting, financial reporting, or technical accounting (3+ years preferred). Strong knowledge of U.S. GAAP and SEC regulations, including Sarbanes-Oxley compliance. Excellent analytical, organizational, and communication skills. Ability to work independently and meet deadlines in a fast-paced environment. Strong attention to detail and problem-solving abilities. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

As a Compliance Analyst Intern at Rocket Companies, you'll gain valuable hands-on experience in regulatory compliance within the mortgage industry. You'll work alongside our Compliance team to support product launches, monitor regulatory changes, and improve documentation processes. This internship offers you unique exposure to the intersection of compliance operations, product development, and cross-functional collaboration while developing practical skills that will benefit your future career. About the Role Review federal and state mortgage regulations to identify compliance requirements for new products Improve reporting processes to enhance visibility into compliance activities across the organization Help categorize and organize project materials for better accessibility and team efficiency Assist in refining implementation documents to ensure clarity and accuracy for all stakeholders Develop a system to track progress on open demands by connecting two existing platforms Attend meetings, huddles, and trainings to learn about compliance and product development processes About You Minimum Qualifications Currently pursuing a degree in Business, Law, Finance, or related field Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) Strong attention to detail and organizational skills Excellent communication skills with ability to summarize complex information Self-starter with strong curiosity and problem-solving skills Preferred Qualifications •Experience with data analysis or reporting tools Law student or coursework with a working knowledge of regulations What you'll get Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks. About us Rocket is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage , which was founded in 1985. Today, we're a publicly traded company involved in many different industries, including mortgages, fintech, real estate and more. We're insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard. Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals. This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at ************************** .

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Treasury Management Analyst (TMA) that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team). Key Accountabilities * Partner with assigned TM Consultants in all aspects of the sales process * Proficiency in knowledge of all TM solutions and their benefits to our clients * Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process. * Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas. * Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends. * Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities. * Will serve as quality control of current client charges to identify and resolve revenue leakage. * Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc. * Analyze client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy * Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. * Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external) * Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually. * Work jointly with cross-functional team and assist in overall solution development and value proposition. * Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations. * Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. * Ensure complete client satisfaction through proactive partnership and providing timely responses to requests. * Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests. * Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions) * Periodic travel required for training, internal and external sales meetings. * Other duties as requested. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others: * Effectively and transparently shares information and ideas with others * Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain * Unites others towards common goal * Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction Develops Talent - Strengthen your abilities for today and beyond: * You Own You - you own your development and career * Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior * Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs * Continuously develops self for current and future roles Makes Decisions & Solves Problems - Seeks deeper understanding and acts: * Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency * Collaborates and seeks to understand the root causes of problems * Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time * Takes action that is consistent with available facts, constraints and probable consequence Delights Clients - Continuously seeks and applies knowledge leading a best-in-class client experience: * Passionately serves internal/external clients with excellence * Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally * Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team * Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value Qualifications and Education Requirements * BS/BA degree in Business/Finance or equivalent education & experience * Comprehensive knowledge of Treasury Management products and services * An understanding of the TM sales process; sales, implementation & service functions * Ability to work under minimal supervision, and work well under pressure. * Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks. * Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally. * Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles. * Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems * Demonstrated willingness to learn, implement feedback, and take action. * Ability to develop strong working relationships with clients and associates. * Demonstrated client service experience required (phone and face-to-face) * Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment. Preferred Qualifications: * Certified Treasury Professional Designation (CTP) * Accredited ACH Professional Designation (AAP) * 2-5 year's banking experience * 1 year TM Operations, Training, and/or Implementation Experience * 2 years sales experience; interest in consultant career path * Ability to interpret and analyze Financial Statements TM Analyst roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales * Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial (including Treasury Management), Wealth or Community Bank clients * Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service * Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) * Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures * Effectively ensures that each ONB client or interment partner has appropriate support focused on increasing product penetration and gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center * Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated * Traveling to and presenting/actively engaging at client sites * Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking) TMA Levels Skill Level Level I (silent I) Basic TM & Sales Experience, Guidance Required Level 2 (II) Moderate TM & Sales Experience, Minimum Guidance Required Level 3 (III) In depth TM & Sales Experience, Works independently & acts as a resource Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Treasury Management Analyst (TMA) that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team). Key Accountabilities Partner with assigned TM Consultants in all aspects of the sales process Proficiency in knowledge of all TM solutions and their benefits to our clients Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process. Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas. Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends. Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities. Will serve as quality control of current client charges to identify and resolve revenue leakage. Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc. Analyze client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external) Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually. Work jointly with cross-functional team and assist in overall solution development and value proposition. Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. Ensure complete client satisfaction through proactive partnership and providing timely responses to requests. Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests. Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions) Periodic travel required for training, internal and external sales meetings. Other duties as requested. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others: Effectively and transparently shares information and ideas with others Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain Unites others towards common goal Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction Develops Talent - Strengthen your abilities for today and beyond: You Own You - you own your development and career Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs Continuously develops self for current and future roles Makes Decisions & Solves Problems - Seeks deeper understanding and acts: Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency Collaborates and seeks to understand the root causes of problems Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time Takes action that is consistent with available facts, constraints and probable consequence Delights Clients - Continuously seeks and applies knowledge leading a best-in-class client experience: Passionately serves internal/external clients with excellence Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value Qualifications and Education Requirements BS/BA degree in Business/Finance or equivalent education & experience Comprehensive knowledge of Treasury Management products and services An understanding of the TM sales process; sales, implementation & service functions Ability to work under minimal supervision, and work well under pressure. Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks. Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally. Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles. Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems Demonstrated willingness to learn, implement feedback, and take action. Ability to develop strong working relationships with clients and associates. Demonstrated client service experience required (phone and face-to-face) Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment. Preferred Qualifications: Certified Treasury Professional Designation (CTP) Accredited ACH Professional Designation (AAP) 2-5 year's banking experience 1 year TM Operations, Training, and/or Implementation Experience 2 years sales experience; interest in consultant career path Ability to interpret and analyze Financial Statements TM Analyst roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial (including Treasury Management), Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or interment partner has appropriate support focused on increasing product penetration and gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Traveling to and presenting/actively engaging at client sites Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking) TMA Levels Skill Level Level I (silent I) Basic TM & Sales Experience, Guidance Required Level 2 (II) Moderate TM & Sales Experience, Minimum Guidance Required Level 3 (III) In depth TM & Sales Experience, Works independently & acts as a resource Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Treasury Management Analyst (TMA) that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team). Key Accountabilities Partner with assigned TM Consultants in all aspects of the sales process Proficiency in knowledge of all TM solutions and their benefits to our clients Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process. Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas. Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends. Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities. Will serve as quality control of current client charges to identify and resolve revenue leakage. Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc. Analyze client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external) Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually. Work jointly with cross-functional team and assist in overall solution development and value proposition. Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. Ensure complete client satisfaction through proactive partnership and providing timely responses to requests. Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests. Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions) Periodic travel required for training, internal and external sales meetings. Other duties as requested. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others: Effectively and transparently shares information and ideas with others Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain Unites others towards common goal Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction Develops Talent - Strengthen your abilities for today and beyond: You Own You - you own your development and career Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs Continuously develops self for current and future roles Makes Decisions & Solves Problems - Seeks deeper understanding and acts: Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency Collaborates and seeks to understand the root causes of problems Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time Takes action that is consistent with available facts, constraints and probable consequence Delights Clients - Continuously seeks and applies knowledge leading a best-in-class client experience: Passionately serves internal/external clients with excellence Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value Qualifications and Education Requirements BS/BA degree in Business/Finance or equivalent education & experience Comprehensive knowledge of Treasury Management products and services An understanding of the TM sales process; sales, implementation & service functions Ability to work under minimal supervision, and work well under pressure. Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks. Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally. Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles. Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems Demonstrated willingness to learn, implement feedback, and take action. Ability to develop strong working relationships with clients and associates. Demonstrated client service experience required (phone and face-to-face) Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment. Preferred Qualifications: Certified Treasury Professional Designation (CTP) Accredited ACH Professional Designation (AAP) 2-5 year's banking experience 1 year TM Operations, Training, and/or Implementation Experience 2 years sales experience; interest in consultant career path Ability to interpret and analyze Financial Statements TM Analyst roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial (including Treasury Management), Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or interment partner has appropriate support focused on increasing product penetration and gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Traveling to and presenting/actively engaging at client sites Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking) TMA Levels Skill Level Level I (silent I) Basic TM & Sales Experience, Guidance Required Level 2 (II) Moderate TM & Sales Experience, Minimum Guidance Required Level 3 (III) In depth TM & Sales Experience, Works independently & acts as a resource Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

JOB SUMMARYThe Senior Analyst will play a key role in working with senior leaders to grow the Valuation team and deliver superior client service. Senior Analysts work on a variety of assignments, including business interest valuations, purchase price allocations, impairment testing, intellectual property valuations, complex financial instruments, stock options, and dispute consulting. Analyze complex financial analyses and instruments, understanding an applying accepted procedures and methods of valuation Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies Prepare detailed valuation reports and presentations. Assist management in planning and managing engagement activity and follow through to achieve results Demonstrate technical knowledge effectively through written and verbal communication Mentor and train new staff in areas of expertise and responsibility Collect and organize relevant financial and operational data to support valuation models and assessments Coordinate various phases of engagement with management Respond timely and accurately to internal team and client requests Recognize complex technical issues, evaluate facts efficiently, and use strategic decision-making skills to assist management in solving problems Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in accounting, finance, economics, or a related field 1 - 3 years in relevant position or significant academic background Preferred education and experience None required at hire; must be willing and able to pursue Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Certified Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation shortly after hire Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYUHY Advisors' Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. Whether it is permanent placement, project work, loaned staff support or business process outsourcing-we are ready to meet your needs. Our team has extensive experience with a wide range of clients from middle market, closely held organizations to large Fortune 500 companies. We focus on finance and accounting, internal audit, IT audit and tax. We offer direct, personal involvement from senior practitioners and strive to meet clients' needs rapidly.JOB DESCRIPTION This is a pipeline opportunity with UHY Resource Solutions Group rather than an active job opening. While there is no immediate hiring need, we are proactively identifying strong candidates for future Financial Analyst opportunities with our clients. If you are open to exploring potential roles as they arise, we encourage you to submit your information for consideration. The Financial Analyst will be responsible for analyzing financial data, preparing reports, and providing insights to help guide decision-making. The ideal candidate will have strong analytical skills, attention to detail, and the ability to work with cross-functional teams. Key Responsibilities: Analyze financial data and prepare regular reports. Assist in budgeting, forecasting, and financial planning. Monitor and track financial performance and key metrics. Conduct variance analysis and provide recommendations. Support management in strategic decision-making with financial insights. Ensure compliance with company financial policies and procedures. Skills and Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field. Strong analytical and problem-solving skills. Proficiency in Microsoft Excel and other financial software. Attention to detail with the ability to meet deadlines. Good communication skills and ability to work collaboratively. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.