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Senior Business Analyst jobs at Wipfli - 1188 jobs

  • Senior Analyst, ERP Project Management

    Wipfli LLP 4.3company rating

    Senior business analyst job at Wipfli

    At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities Job Summary: Under the direction of the Project Management/Business Analysis Manager, the ERP Project Management Senior Analyst gathers information and data, analyzes business and technical requirements, identifies and implements business process improvements and technology solutions, finalizes business case documents, and leads all types of department focused projects as well as enterprise focused projects in accordance with firm policies and procedures. Essential Responsibilities: * Facilitate sessions with IT, business owners, outside technical resources and vendors to translate business needs into technology requirements. * Prepare business case documents for complex situations. * Play a key role in vendor relationship and lead influence and consensus building efforts for recommended solutions * Manage the efficient and timely implementation of process and/or technology changes and upgrades that meet business and technology requirements * Mentor other Analysts and other IT associates as needed. Ensure continuous learning of business and/or technical processes and procedures related to use of assigned systems and recommend continuous improvement opportunities * Liaison with peers at other firms/companies to gather best business practices for assigned systems * Lead project teams and advice other project teams to ensure the on-time delivery of projects within budget Knowledge, Skills and Abilities Required Qualifications: * Requires an Associate Degree in Information Technology, or an equivalent combination of education and job related experience * A Bachelors Degree in IT or an IT related major would be preferred * 7+ years of job related experience * Advanced knowledge of business/technical field related to assigned system and proficiency with related areas * Business process or system design/implementation * Eye for detail, ability to spot ambiguity, inconsistency, and contradictions * Ability and positive attitude towards working with a globally distributed Agile team. Scrum Master experience preferred. * Excellent problem-solving, organizational, and analytical skills * Working knowledge of the dashboard development life cycle and capabilities of leveraged platforms (Microsoft SSAS, Microsoft Power BI, etc.) * Financial and/or professional services background a plus * Vendor management experience preferred * Familiarity with Agile methodologies * Expertise in Enterprise Resource Planning(ERP) systems, Workday experience preferred * Deep understanding of finance and accounting process and back end operational workflows Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-Remote #LI-DK1 Additional Details Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
    $88k-118k yearly Auto-Apply 60d+ ago
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  • Investment Management Governance Office Business Analyst

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. Analyze, evaluate and periodically review current risk management practices relating to RNDIP activities across the organization, including activities at network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices. Monitor activities of the network affiliates for adherence to CNB's networking agreements and RNDIP policies and procedures Analyze and evaluate RNDIP data (e.g. Network Affiliate Continuous Monitoring Questionnaires, RNDIP sales activity dashboards, monthly reconciliation of RNDIP referral activity to systems of record, etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate. Support development of reporting associated with RNDIP activities to appropriate governance committees. Track completion of required training for RNDIP programs across LOBs. Support execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary. Support audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree Minimum 3 years within or related to financial services Additional Qualifications 3+ years in a role requiring complex problem solving Investment product knowledge preferred Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $37.96 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $38-60.6 hourly 15h ago
  • KYC Review Analyst Senior- Ops

    City National Bank 4.9company rating

    Newark, DE jobs

    WHAT IS THE OPPORTUNITY? Conduct Enhanced Due Diligence background investigations for commercial loan borrowers in adherence with credit policy and compliance with BSA and USA Patriot Act. Responsible for the quality assurance and integrity of the "Know Your Client" (KYC) program on new and existing client relationships. Perform review and provide clearance on potential negative news alerts for new clients or during periodic client reviews. Perform prospect client reviews and provide recommendations prior to onboarding prospects as well as other referrals from line units. WHAT WILL YOU DO? Conduct Periodic Reviews of clients to determine compliance risk, identify deviations from expected behaviors based on client profile and update profile to determine accuracy of client risk level. The KYC Review (Analyst - Senior) will perform Enhance Due Diligence (EDD) reviews for commercial loan borrowers and prospect reviews utilizing a variety of internal bank systems and external research tools, subscription based websites, public records to investigate, research, and prepare documentation/summaries consistent with resolution of investigation. KYC - the analyst is able to review and verify that a Know Your Client (KYC) is completed for new accounts, and Anticipated Activity questions for Business and Individual clients with new transactional accounts. KYC - the analyst is able to perform review and clearance of potential negative news alerts on new clients and during periodic client reviews and escalate true matches accordingly. Escalate restricted or prohibited activity consistent with CNB policy requiring BSA Escalation discovered through research to HRC (High Risk Client) and/or unusual activity to Compliance Investigations. May assist with training of new hires and conduct quality control review/adit of junior level analyst reviews. May Participate in and complete ad-hoc projects. Perform timely investigations with well-reasoned and supported decision-making. Conducts follow-up with line colleagues for any missing or necessary information. Completes required training. Performs other duties as assigned or requested. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent 5+ years experience in Banking Services, branch operations, risk management or related function 3 years of BSA/AML experience 2+ years experience using Microsoft Office Additional Qualifications Analytical skills, solid understanding of deposit and loan transactions, use of good judgment, attention to detail, internet savvy, good knowledge of Bank Secrecy Act and USA PATRIOT acts. Great communication and writing skills. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $71.9k-114.8k yearly 15h ago
  • Investment Management Governance Office Business Analyst

    City National Bank 4.9company rating

    New York, NY jobs

    WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. Analyze, evaluate and periodically review current risk management practices relating to RNDIP activities across the organization, including activities at network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices. Monitor activities of the network affiliates for adherence to CNB's networking agreements and RNDIP policies and procedures Analyze and evaluate RNDIP data (e.g. Network Affiliate Continuous Monitoring Questionnaires, RNDIP sales activity dashboards, monthly reconciliation of RNDIP referral activity to systems of record, etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate. Support development of reporting associated with RNDIP activities to appropriate governance committees. Track completion of required training for RNDIP programs across LOBs. Support execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary. Support audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree Minimum 3 years within or related to financial services Additional Qualifications 3+ years in a role requiring complex problem solving Investment product knowledge preferred Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $37.96 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $38-60.6 hourly 15h ago
  • Business Analyst

    Angel Oak Mortgage Inc. 4.2company rating

    Atlanta, GA jobs

    About Angel Oak Mortgage Solutions Angel Oak Mortgage Solutions is the nation's leading provider of Non-QM (Non-Qualified Mortgage) loans, offering innovative mortgage products designed for borrowers who don't fit traditional lending guidelines. Since our founding in 2014, we've helped thousands of self-employed individuals, real estate investors, and other unique borrowers achieve homeownership through flexible, common-sense solutions. Headquartered in Atlanta, GA, our team is committed to delivering exceptional service, cutting-edge products, and a collaborative work environment that values integrity and innovation. Angel Oak Mortgage Solutions is seeking a Business Analyst with proven mortgage expertise. ONLY CANDIDATES WITH MORTGAGE LENDING EXPERIENCE NEED APPLY! This role is crucial in ensuring the successful delivery of projects, digitizing our lending workflow and maintaining system efficiency and integrity. This individual will be responsible for applying project management acumen to ensure the solution results in reliable and efficient end-to-end business operations. This role must be performed in accordance with established company policies for governing change management. Key deliverables are scope definition, assessing detailed business requirements, managing change requirements, defining customer experience impacts, testing and business continuity planning. Please Note: Only candidates with mortgage lending experience need apply. Responsibilities Identifying accurate business stakeholders for each project. Providing strategic direction to the business in scope definition; ensuring that solution options achieve defined business outcomes, and that the business impacts are understood by all stakeholders and factored into requirements gathering and development plans. Capturing end-to-end business requirements; recommending direction to the business based on the operational cost/benefits trade-offs as this is done. Analyze and review alternative solutions and provide input to business areas on the most appropriate solution. Equitably ensure allocation of time and resources to address business needs and completion of projects; this includes proper prioritization of business needs as directed by Angel Oak governance policies. Develop and maintain technology roadmap for projects across multiple functional areas. As applicable, collaborate with selected vendors to properly translate business needs into actionable solutions. Collaborate with various stakeholders to gather and document detailed business requirements. Identify opportunities for process improvements and implement solutions. Support User Acceptance Testing (UAT) test strategy; support test case development and incident impact analysis. Verify requirements through user test case development and incident impact analysis and seek approval from stakeholders of user acceptance testing. Create, maintain, and socialize business process documentation. Conduct feasibility studies and prepare operational cost-benefit analyses. Support delivery standards, processes, practices and tools Perform other duties as assigned. Why Join Us? Industry leader in Non-QM lending Dynamic, growth-oriented culture Opportunities for career advancement Competitive compensation and benefits
    $59k-85k yearly est. 2d ago
  • Product Analyst - Visa Crypto Product Team

    Visa Inc. 4.5company rating

    San Francisco, CA jobs

    As an Analyst on the Visa Crypto Product Team, you will work to help the largest banks, crypto exchanges, wallets, protocols and fastest growing fintechs launch and grow their Crypto based solutions in issuance, acceptance and general remittance. Today many of these companies are leveraging Visa to help power their payment solutions globally. In this role, you will act both as a relationship manager and as a product liaison to our strategic bank, crypto exchanges, crypto infrastructure companies, and fintech partners who are looking to launch, expand, and enhance their payment and remittance solutions. This will require understanding the client's business goals and objectives, providing information and direction to partners, ensuring that the client's contractual commitments are met, and resolving issues clients may face. This position requires strong client management skills and analytical abilities. An ideal candidate is a self-starter with the ability to handle complex deals and partners in a high growth environment and manage ambiguous situations with nuance. Essential Functions: Work with clients to identify strategic opportunities, manage complex assignments, and determine appropriate courses of action. Coordinate internal resources and project manage to accomplish Visa and client objectives as well as ensure that the client perspective is represented within the organization. Prepare and present rich analytics to help clients discover their program's performance and effectiveness. Represent the client's and account management's needs on the product roadmap by providing business requirements and prioritization and communicating roadmap back to the client. Research and resolve client issues by utilizing internal platforms and collaborate with internal partners to facilitate resolution. Grow the business by identifying new prospects that should leverage our services. Determine courses of action for crypto initiatives and cross-client goals, working cross-functionality with groups like legal, compliance, privacy, product, data science, and business development. Stay current with crypto industry and client trends and maintain a working knowledge of Visa products and services. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Basic Qualifications: 2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications: 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) Current or former experience in payments or crypto industry are strongly preferred Experience with end to end product and client solutioning delivery, make informed decisions on GTM strategy and commercials Demonstrate excellent written and verbal ability to communicate with key stakeholders and present to senior leadership team Strong knowledge base of stablecoin payment ecosystem, macroeconomics, blockchain tokenization / RWAs, and players involved. Research experience of blockchain primitives, stablecoins, real world tokenization is a plus Strong problem-solving skills and creativity to identify new opportunities and use cases, anticipate how stablecoins can impact payments ecosystem Strong product acumen - ability to take product into client solutioning, and partner with product team to deliver to market. Sales experience including running a deal cycle end-to-end and negotiating is strongly preferred Expertise in capturing complex concepts and pain points to real solutions for clients Creativity and resourcefulness to overcome unexpected roadblocks Demonstrated ability to articulate, drive, and motivate a team towards a strategic vision and roadmap Ability to successfully build strong partnerships with cross-functional teams in a matrixed organization Decisive and action oriented even in ambiguous situations Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 123,000.00 to 173,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr
    $96k-128k yearly est. 1d ago
  • Sr. Business Consultant

    Visa Inc. 4.5company rating

    San Francisco, CA jobs

    The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams. The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives. This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team. Essential Functions: Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes. Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences. Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly. Develop insights driven communication for broad audiences, including executives. Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness Implement regular check ins with initiative teams using tollgate methodology. Support program milestone tracking and reporting. Organize transformation meetings and governance processes. Maintain progress reports and issue trackers. Assist in creating materials for Transformation Leadership Team Meetings. Work effectively with global, culturally diverse virtual teams. Champion organizational change. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus. Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making. Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.) Experience in program / project management in a transformation environment, experience in Finance transformation preferred Strong leadership and ability to influence without direct management of partners and stakeholders Ability to adapt quickly to changing priorities, assignments, and roles Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution Experience with program management and communications tools Strong attention to detail Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently Ability to anticipate issues before they arise and work to proactively support resolution Proven track record of driving results, even when faced with ambiguous circumstances Exceptional personal accountability and the highest of ethical standards Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: Salary & Benefits U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 149,900.00 to 217,500.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr
    $111k-141k yearly est. 5d ago
  • Encompass Business Systems Analyst II

    Atlantic Union Bank 4.3company rating

    Alpharetta, GA jobs

    The Business System Analyst II will serve as the system administrator for the Encompass LOS and related mortgage platforms. This individual will be responsible for the design, administration, customization, and maintenance of the system. Individual help enhance system requirements from the product team, modify system configurations and customizations, document system modifications, and release of final updates, all in accordance with system best practices. The idea candidate will have expert knowledge of the Encompass system and the mortgage processes. Position Accountabilities Manage all aspects of configuration and maintenance for the Encompass LOS and related mortgage systems, such as Blend, as the lead Encompass Administrator Provide feedback and guidance in enhancement and configurations requirements, gathered from the business stakeholders Continually assess the system for areas of improvements related to maintainability, system performance, and extendibility Maintain documentation of current and new system configurations Actively participate in and lead system and unit testing for modified and new systems and other post-implementation support Represent project related system change efforts in Change Control Board Forum Perform troubleshooting role in triage mode in alignment with the Problem and Incident Troubleshooting process Review and analyze the effectiveness and efficiency of existing systems and develop strategies for improving or further leveraging these systems Keep up to date on new technologies related to the system and industry Meet with decision makers, systems owners, and end users to help identify business, financial, and operations requirements and systems goals Provide systems analysis (e.g. creation of technical requirements, access framework, data flow and operational process mapping, system testing) expertise focusing on gap identification Provide ongoing support structure and the Roles and Responsibilities are documented before an application or system is approved for production readiness and other impacted applications/systems are included in the assessment Represent production changes to the Change Control Board complying with the requirements of this process Responsible for handling needs assessments and cost/benefit analysis to align the technology of the company with their business strategies Organizational Relationship This position will report to the Director, Digital Originations. Position Qualifications Education Requirements College diploma or university degree in the field of business administration, computer science, engineering, or management information systems or equivalent work experience. Minimum of 10+ years of work experience. Knowledge & Skills Extensive knowledge of Encompass configuration such as business rules, document and program configuration, custom input forms, services management, etc. Familiarity with Encompass Web configuration. Strong IT background with an understanding of mortgage operations, products, processes and procedures Excellent analytical and creative problem-solving skills. Excellent written and oral communication skills. Ability to conduct research into systems issues and products as required. Ability to communicate ideas in both technical and user-friendly language. Highly self-motivated and directed along with strong critical thinking and engineering/re-engineering skills Ability to effectively prioritize and execute tasks in a high-pressure environment and work though workflow analysis. Experience working in a team-oriented, collaborative and customer centric environment. Familiarity with corporate security policies and managing user access/profiles Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $80k-107k yearly est. 3d ago
  • Encompass Business Systems Analyst II

    Atlantic Union Bank 4.3company rating

    Phoenixville, PA jobs

    The Business System Analyst II will serve as the system administrator for the Encompass LOS and related mortgage platforms. This individual will be responsible for the design, administration, customization, and maintenance of the system. Individual help enhance system requirements from the product team, modify system configurations and customizations, document system modifications, and release of final updates, all in accordance with system best practices. The idea candidate will have expert knowledge of the Encompass system and the mortgage processes. Position Accountabilities Manage all aspects of configuration and maintenance for the Encompass LOS and related mortgage systems, such as Blend, as the lead Encompass Administrator Provide feedback and guidance in enhancement and configurations requirements, gathered from the business stakeholders Continually assess the system for areas of improvements related to maintainability, system performance, and extendibility Maintain documentation of current and new system configurations Actively participate in and lead system and unit testing for modified and new systems and other post-implementation support Represent project related system change efforts in Change Control Board Forum Perform troubleshooting role in triage mode in alignment with the Problem and Incident Troubleshooting process Review and analyze the effectiveness and efficiency of existing systems and develop strategies for improving or further leveraging these systems Keep up to date on new technologies related to the system and industry Meet with decision makers, systems owners, and end users to help identify business, financial, and operations requirements and systems goals Provide systems analysis (e.g. creation of technical requirements, access framework, data flow and operational process mapping, system testing) expertise focusing on gap identification Provide ongoing support structure and the Roles and Responsibilities are documented before an application or system is approved for production readiness and other impacted applications/systems are included in the assessment Represent production changes to the Change Control Board complying with the requirements of this process Responsible for handling needs assessments and cost/benefit analysis to align the technology of the company with their business strategies Organizational Relationship This position will report to the Director, Digital Originations. Position Qualifications Education Requirements College diploma or university degree in the field of business administration, computer science, engineering, or management information systems or equivalent work experience. Minimum of 10+ years of work experience. Knowledge & Skills Extensive knowledge of Encompass configuration such as business rules, document and program configuration, custom input forms, services management, etc. Familiarity with Encompass Web configuration. Strong IT background with an understanding of mortgage operations, products, processes and procedures Excellent analytical and creative problem-solving skills. Excellent written and oral communication skills. Ability to conduct research into systems issues and products as required. Ability to communicate ideas in both technical and user-friendly language. Highly self-motivated and directed along with strong critical thinking and engineering/re-engineering skills Ability to effectively prioritize and execute tasks in a high-pressure environment and work though workflow analysis. Experience working in a team-oriented, collaborative and customer centric environment. Familiarity with corporate security policies and managing user access/profiles Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $84k-114k yearly est. 3d ago
  • Municipals Analyst

    Barclays 4.6company rating

    San Francisco, CA jobs

    Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents. To be successful as a Municipals Analyst, you should have experience with: Financial services, government, or related field Ample quantitative abilities Excellent written and verbal communication skills Multitasking while exhibiting a high level of attention to detail Understanding of finance and bond math Some other highly valued skills may include: Experience with DBC Finance Program Demonstrated interest in public policy Familiarity with and understanding of financial markets High level of energy, positive attitude, and mental curiosity You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills. This role is located in San Francisco, CA. This role is regulated by FINRA. Minimum Salary: $110,000 Maximum Salary: $125,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Purpose of the role To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis. Accountabilities Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities. Market research and analysis to identify industry trends, potential deal opportunities, and client needs. Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions. Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services. Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams in the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. #J-18808-Ljbffr
    $110k-125k yearly 5d ago
  • Business Systems Analyst III

    Navy Federal Credit Union 4.7company rating

    Vienna, VA jobs

    Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Navy Federal is seeking a highly skilled and experienced Business System Analyst III / Product/ Experience Owner to join our dynamic team. In this role, you will operate as a key partner within or supporting the Agile Release Train (ART), contributing directly to product strategy, roadmap execution, and continuous delivery of value for our Commercial Lending technology platforms. You will work closely with Product Owners, Release Train Engineers, business stakeholders, and technical teams to ensure business needs are clearly understood, documented, prioritized, and translated into business and technical user stories/use cases. This role blends systems expertise with product-oriented thinking, advancing platform capabilities, and driving outcomes that enhance our commercial lending and business membership experience. You will play a crucial role in translating business objectives into actionable technical solutions, ensuring that our systems effectively support and elevate our business operations. Responsibilities Support product vision and longterm roadmap development by identifying business needs, capability gaps, and enhancement opportunities. Partner with business product managers and technical resources to refine features, maintain a healthy backlog, and ensure alignment with ART and organizational priorities. Use elicitation and storytelling techniques to understand desired functional requirements from business leaders. Develop and/or identify use-cases (user-stories) to support technical work aligned to desired business outcomes. Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output. Conduct and/or facilitate user acceptance testing to include developing and executing test cases, communication with project teams, validating and documenting results. Execute a wide range of analysis [e.g. gap, root cause, cost savings, time savings (efficiency gains)] and others essential to support business and technical objectives. Collaborate with internal teams to plan, coordinate and execute product changes, updates and releases within time and resource constraints. Develop artifacts and/or deliverables to help facilitate common understanding of technically complex subjects. Develop high-level epics and/or features to identify key objectives aligned with desired business outcomes. Lead the development and refinement of features into product backlog items within Azure Dev Ops. Collaborate with project leaders to schedule and lead assigned tasks to support project progress. Communicate regularly with leaders on professional responsibilities, tasks, blockers, and risks. Provide formal/informal training maximizing opportunities for technical skill set development. Research emerging technologies and recommend solutions that align with business goals. Proactively identify gaps and corresponding solutions within team processes. Produce artifacts and/or deliverables as required to support project progress. Identify key metrics or data to support business and/or technical objectives. Demonstrate critical thinking and problem-solving abilities. Perform other duties as assigned. Qualifications Highly experienced as a Product /Experience Owner, operating within or supporting an Agile Release Train (ART). Highly experienced as a systems or business analysts' role, preferably within a financial institution. Experience in Azure Dev Ops (ADO) or similar platforms for documenting and communicating project responsibilities, assigning tasks, and managing backlogs. Experience in developing dashboards, queries and additional platform functionality to optimize workflow and reporting on platforms such as Jira, ADO or Power BI. Strong understanding of commercial lending processes (origination, servicing, compliance) at a financial institution. Experience in participating and/or leading agile ceremonies and additional project meetings to drive progress. Bachelor's Degree in a related field, or the equivalent combination of training, education and experience. Experience in Independently leading large projects/initiatives with minimal leadership oversight. Experience with Agile methodologies (Scrum, SAFe) and project management tools. Experience in leading, guiding and coaching professional staff. Experience with M365 environment and associated products. Hours: Monday - Friday, 8:00AM - 4:30PM EST Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive Pensacola, FL 32526 | 141 Security Drive Winchester, VA 22602 | 9999 Willow Creek Road San Diego, CA 92131 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $79k-105k yearly est. 3d ago
  • Sr Business Analyst

    First Bank 4.6company rating

    Saint Louis, MO jobs

    Senior Business Analyst As a Senior Business Analyst, you are responsible for planning, designing, developing and launching efficient business, financial and operations systems in support of core organizational functions and business processes. What You Will Be Doing Meeting with decision makers, systems owners, and end users to define business, financial and operations requirements, define systems goals, and identify and resolve systems issues Leading current state and future state documentation and coordinates prototype efforts for new systems for the purpose of enhancing business processes, operations and information process flow Create feature maps, user stories, and assist in the development process through the utilization of Agile and other software development methodologies Assist in the management of development efforts through Scrum and Kanban process, which includes scrum meetings, sprint planning, backlog grooming, and retrospective meetings. Preparing and delivering reports, recommendations or alternatives that address existing and potential trouble areas in operating systems across the organization Performing cost-benefit and return on investment analysis for proposed systems to aid management in making implementation decisions Creating business process models, specifications, diagrams and charts to provide direction to system programmers Developing test conditions, test scripts and performs test validation to ensure that the appropriate level of testing is performed prior to implementing system changes Planning, coordinating and performing in-depth tests, including end-user reviews, for modified and new systems, and other post-implementation support Bachelor's degree (BA or BS) from four-year college or university in the field of business administration, computer science, accounting or management information systems; and/or seven or more years work experience and/or training in the field of business systems analysis or software development; or equivalent combination of education and experience. Minimum of five years' experience in overseeing the design, development, testing, training and implementation of software and hardware solutions, systems or products. Possess in-depth technical and general business knowledge. Familiar with different development approaches including: traditional waterfall, agile, proto-typing, and other methods. Experienced in software requirement elicitation, documentation, analysis and testing. Experience in Business gap analysis and process flow modeling. Preferrred Experience: Supporting cloud development Banking experience Digital transformation experience Technical writing
    $89k-111k yearly est. 3d ago
  • Business Systems Analyst III

    Navy Federal Credit Union 4.7company rating

    San Diego, CA jobs

    Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Navy Federal is seeking a highly skilled and experienced Business System Analyst III / Product/ Experience Owner to join our dynamic team. In this role, you will operate as a key partner within or supporting the Agile Release Train (ART), contributing directly to product strategy, roadmap execution, and continuous delivery of value for our Commercial Lending technology platforms. You will work closely with Product Owners, Release Train Engineers, business stakeholders, and technical teams to ensure business needs are clearly understood, documented, prioritized, and translated into business and technical user stories/use cases. This role blends systems expertise with product-oriented thinking, advancing platform capabilities, and driving outcomes that enhance our commercial lending and business membership experience. You will play a crucial role in translating business objectives into actionable technical solutions, ensuring that our systems effectively support and elevate our business operations. Responsibilities Support product vision and longterm roadmap development by identifying business needs, capability gaps, and enhancement opportunities. Partner with business product managers and technical resources to refine features, maintain a healthy backlog, and ensure alignment with ART and organizational priorities. Use elicitation and storytelling techniques to understand desired functional requirements from business leaders. Develop and/or identify use-cases (user-stories) to support technical work aligned to desired business outcomes. Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output. Conduct and/or facilitate user acceptance testing to include developing and executing test cases, communication with project teams, validating and documenting results. Execute a wide range of analysis [e.g. gap, root cause, cost savings, time savings (efficiency gains)] and others essential to support business and technical objectives. Collaborate with internal teams to plan, coordinate and execute product changes, updates and releases within time and resource constraints. Develop artifacts and/or deliverables to help facilitate common understanding of technically complex subjects. Develop high-level epics and/or features to identify key objectives aligned with desired business outcomes. Lead the development and refinement of features into product backlog items within Azure Dev Ops. Collaborate with project leaders to schedule and lead assigned tasks to support project progress. Communicate regularly with leaders on professional responsibilities, tasks, blockers, and risks. Provide formal/informal training maximizing opportunities for technical skill set development. Research emerging technologies and recommend solutions that align with business goals. Proactively identify gaps and corresponding solutions within team processes. Produce artifacts and/or deliverables as required to support project progress. Identify key metrics or data to support business and/or technical objectives. Demonstrate critical thinking and problem-solving abilities. Perform other duties as assigned. Qualifications Highly experienced as a Product /Experience Owner, operating within or supporting an Agile Release Train (ART). Highly experienced as a systems or business analysts' role, preferably within a financial institution. Experience in Azure Dev Ops (ADO) or similar platforms for documenting and communicating project responsibilities, assigning tasks, and managing backlogs. Experience in developing dashboards, queries and additional platform functionality to optimize workflow and reporting on platforms such as Jira, ADO or Power BI. Strong understanding of commercial lending processes (origination, servicing, compliance) at a financial institution. Experience in participating and/or leading agile ceremonies and additional project meetings to drive progress. Bachelor's Degree in a related field, or the equivalent combination of training, education and experience. Experience in Independently leading large projects/initiatives with minimal leadership oversight. Experience with Agile methodologies (Scrum, SAFe) and project management tools. Experience in leading, guiding and coaching professional staff. Experience with M365 environment and associated products. Hours: Monday - Friday, 8:00AM - 4:30PM EST Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive Pensacola, FL 32526 | 141 Security Drive Winchester, VA 22602 | 9999 Willow Creek Road San Diego, CA 92131 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $76k-105k yearly est. 3d ago
  • Business Systems Analyst III

    Navy Federal Credit Union 4.7company rating

    Winchester, VA jobs

    Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Navy Federal is seeking a highly skilled and experienced Business System Analyst III / Product/ Experience Owner to join our dynamic team. In this role, you will operate as a key partner within or supporting the Agile Release Train (ART), contributing directly to product strategy, roadmap execution, and continuous delivery of value for our Commercial Lending technology platforms. You will work closely with Product Owners, Release Train Engineers, business stakeholders, and technical teams to ensure business needs are clearly understood, documented, prioritized, and translated into business and technical user stories/use cases. This role blends systems expertise with product-oriented thinking, advancing platform capabilities, and driving outcomes that enhance our commercial lending and business membership experience. You will play a crucial role in translating business objectives into actionable technical solutions, ensuring that our systems effectively support and elevate our business operations. Responsibilities Support product vision and longterm roadmap development by identifying business needs, capability gaps, and enhancement opportunities. Partner with business product managers and technical resources to refine features, maintain a healthy backlog, and ensure alignment with ART and organizational priorities. Use elicitation and storytelling techniques to understand desired functional requirements from business leaders. Develop and/or identify use-cases (user-stories) to support technical work aligned to desired business outcomes. Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output. Conduct and/or facilitate user acceptance testing to include developing and executing test cases, communication with project teams, validating and documenting results. Execute a wide range of analysis [e.g. gap, root cause, cost savings, time savings (efficiency gains)] and others essential to support business and technical objectives. Collaborate with internal teams to plan, coordinate and execute product changes, updates and releases within time and resource constraints. Develop artifacts and/or deliverables to help facilitate common understanding of technically complex subjects. Develop high-level epics and/or features to identify key objectives aligned with desired business outcomes. Lead the development and refinement of features into product backlog items within Azure Dev Ops. Collaborate with project leaders to schedule and lead assigned tasks to support project progress. Communicate regularly with leaders on professional responsibilities, tasks, blockers, and risks. Provide formal/informal training maximizing opportunities for technical skill set development. Research emerging technologies and recommend solutions that align with business goals. Proactively identify gaps and corresponding solutions within team processes. Produce artifacts and/or deliverables as required to support project progress. Identify key metrics or data to support business and/or technical objectives. Demonstrate critical thinking and problem-solving abilities. Perform other duties as assigned. Qualifications Highly experienced as a Product /Experience Owner, operating within or supporting an Agile Release Train (ART). Highly experienced as a systems or business analysts' role, preferably within a financial institution. Experience in Azure Dev Ops (ADO) or similar platforms for documenting and communicating project responsibilities, assigning tasks, and managing backlogs. Experience in developing dashboards, queries and additional platform functionality to optimize workflow and reporting on platforms such as Jira, ADO or Power BI. Strong understanding of commercial lending processes (origination, servicing, compliance) at a financial institution. Experience in participating and/or leading agile ceremonies and additional project meetings to drive progress. Bachelor's Degree in a related field, or the equivalent combination of training, education and experience. Experience in Independently leading large projects/initiatives with minimal leadership oversight. Experience with Agile methodologies (Scrum, SAFe) and project management tools. Experience in leading, guiding and coaching professional staff. Experience with M365 environment and associated products. Hours: Monday - Friday, 8:00AM - 4:30PM EST Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive Pensacola, FL 32526 | 141 Security Drive Winchester, VA 22602 | 9999 Willow Creek Road San Diego, CA 92131 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $79k-104k yearly est. 3d ago
  • Senior Principal Analyst, Corporate Real Estate

    Financial Industry Regulatory Authority, Inc. 4.7company rating

    Denver, CO jobs

    The Senior Principal Analyst, Corporate Real Estate reports to the Senior Director, Corporate Real Estate (CRE) and is a critical position in helping to drive overall CRE strategy. This position is responsible for analyzing nationwide real estate needs and trends, applying subject-matter expertise to shape FINRA's workplace strategy, and deliver insights that guide CRE leadership on long-range strategic forecasting. Additionally, this role manages the enterprise lease management program, $40+ million annual rent expense, and partners closely with external brokers to evaluate shifting market conditions across all regions. Responsible for partnering with Finance and CRE to oversee building operations month-end close, budget, forecasts, and variance analysis. The Senior Principal Analyst develops, elevates, and operationalizes management reporting and KPI frameworks for key stakeholders and senior leadership, ensuring visibility into performance, trends, and opportunities for optimization of the department. This is an experienced individual contributor role and expected to work under limited supervision.## **Essential Job Functions:*** Leads strategic analysis, recommendations, and decision support across CRE that enable senior leaders to make portfolio decisions aligned with FINRA's evolving workplace and workforce strategy.* Manages enterprise impact assessments tied to workplace strategy initiatives, identify and recommend early action opportunities.* Develops forecasting models that drive organizational decision-making; establishes comprehensive KPI frameworks aligned with corporate workplace strategy; and delivers strategic recommendations with measurable business impact to senior leadership.* Manages the financial oversight of corporate real estate capital initiatives, coordinating with internal teams and external project managers to ensure projects are delivered on budget and aligned with organizational objectives.* Oversees all corporate-wide lease matters. + Leads impact-analysis and lease recommendations for FINRA's workplace strategy. + Partners with Finance and Corporate Real Estate to oversee the building operations month-end close, budget, forecasts, and variance analyses. + Responsible for analyzing lease agreements with economic modeling, including total occupancy cost analyses incorporating tenant improvement allowances, and other rent concessions to evaluate total rents of multiple potential locations. + Ensure key milestone dates, such as early termination and extension notices, etc. and monitor lease compliance are accurately tracked by third party brokerage group. + Serve as the primary contact for operating expense reconciliations leases and third-party audit vendor; as well as provide annual ‘desk audit' for no less than two leases per year.* Manages, owns, and develops various executive management reports, including the CRE Dashboard, and serve as primary contact on CRE data for Management Committee.* Provide guidance to team members on financial and procurement matters related to the department.* Leads review of recommended sole-source requirements and conducts market analyses. Selects appropriate method of procurement (i.e. simplified acquisition procedures, sealed bidding, negotiations).* Demonstration of FINRA's values.* Collaboration, both in-person and virtually, in furtherance of FINRA's mission of investor protection and market integrity.## Education & Experience Requirements:* Bachelor's degree in Finance, Business Administration, or related field, or a combination of education and relevant work experience.* Minimum of nine (9) years of relevant work experience. Corporate real estate experience highly preferred.* Excellent analytical and project management skills.* Proficiency with PowerBI or similar reporting tool, Excel, and PowerPoint.* Proven ability to work autonomously, while operating in a fully collaborative environment, to influence and achieve desired outcomes, at all levels of the organization.* Strong oral and written communication skills.* Strong knowledge of MS Office Suite.* Experience with various real estate software such as FM Systems, a facilities management application, preferred.## Working Conditions:* Hybrid work environment, with defined in-person presence requirements.* Extended hours and travel, as needed.For work that is performed in CA, CO, FL, TX, IL, PA, MA, MD, VA, Washington, DC, NY and NJ, please refer to the chart below for the salary range for the corresponding location. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate's skill set, level of experience, education, and internal peer compensation comparisons. CA: Minimum Salary $128,000, Maximum Salary $242,600CO/FL/TX: Minimum Salary $111,400, Maximum Salary $202,100IL\*/PA: Minimum Salary $122,800, Maximum Salary $222,400 MA/MD/VA/Washington, DC: Minimum Salary $128,000, Maximum Salary $232,500NY\*/NJ: Minimum Salary $128,000, Maximum Salary $242,600\*Including positions performed outside the state but reporting to an office or manager in that state.Candidates can expect salary offers that range from the minimum to the mid-point of the salary range. FINRA provides full pay ranges so that the candidate can consider their growth potential while at FINRA.#LI-Hybrid**To be considered for this position, please submit an application.** **Applications are accepted on an ongoing basis.***The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required.****Please note: If the “Apply Now” button on a job board posting does not take you directly to the FINRA Careers site, enter ***************************** strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at ************ or by email at ***************************. Please note that this process is exclusively for inquiries regarding application accommodations. Employees may be eligible for a discretionary bonus in addition to base pay. Non-exempt employees are also eligible for overtime pay in accordance with federal, state, or local law. As part of its dedication to employee wellness, FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement, commuter benefits, and other benefits that support employee wellness, such as adoption assistance, backup family care, surrogacy benefits, employee assistance, and wellness programs.Time Off and Paid Leave\*FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days, unless otherwise required by law (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine #J-18808-Ljbffr
    $65k-81k yearly est. 2d ago
  • nCino Business Systems Analyst

    Cathay Bank-Headquarters 4.4company rating

    Rosemead, CA jobs

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY The nCino Business Systems Analyst has a crucial role in supporting the bank's utilization and adoption of the nCino application system. This position involves collaborating with various banking teams to enhance the implementation and support commercial lending and deposit origination processes. This role serves as a liaison between business and technology teams to ensure that business objectives are met through effective solutions and testing strategies. Furthermore, this position works closely with supporting nCino business and technology teams to ensure system changes and implementations are deployed accordingly. ESSENTIAL FUNCTIONS Apply best practice techniques to perform basic administration of nCino using Salesforce's comprehensive configuration tools. Diagnose and resolve end user issues in a manner that exemplifies Cathay Bank's high standards of client service. Design and maintain custom reports, dashboards, and processes to facilitate comprehensive data analysis and provide strategic business insights. Conduct thorough testing of IT-related configuration changes in nCino and document in accordance with the established change management process to ensure adherence to quality control standards. Manage the Business Change Request (BCR) process by guiding stakeholders through BCR forms submission, documentation for testing and validation, and official sign-off across environments for enhancements and changes. Open and monitor tickets with third-party vendors including nCino, Sandbox Banking, and Informatica to resolve issues involving middleware integration and nCino core functionality. Collaborate with the institution's managed services vendor to track current projects and feature updates. Assist in the creation and upkeep of a centralized repository for routine nCino system administration procedures such as service account maintenance and regular monitoring of integration processes. Develop an nCino release and middleware update management strategy to track major release schedules across all integration platforms to ensure system versions are up to date and tested. Maintain nCino UAT Sandbox refresh checklist to ensure functionality of nCino's test environment. Keep informed on the latest developments and recommended best practices by consulting resources available through nCino Community knowledge articles and nCino University courses. Assist the Access Security department with managing user access. Process and deliver report requests from the Internal Audit department. Coordinate and schedule meetings with internal and external partners as needed. QUALIFICATIONS Education: Bachelor's degree in a business or technology field or equivalent work experience. Experience: 1-3 years of experience in an enterprise IT role or technical related role required. Strong overall technical background. Experience with ticketing systems. Proficiency in data manipulation or data-related applications. Experience with nCino or Salesforce, preferred. Experience with ServiceNow, preferred. Banking background and experience, preferred. nCino Administrator Certification, preferred. Salesforce Administrator Certification, preferred. Skills/Ability: Strong problem-solving skills. Ability to communicate effectively with both internal and external stakeholders. Ability to create and maintain documentation for technical processes and configurations. Ability to adhere to compliance regulations and policies. Ability to understand business processes, industry trends, and strategic goals. OTHER DETAILS $70K - $90K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $70k-90k yearly 5d ago
  • Independent Adviser Group - Senior Analyst

    Callan 4.3company rating

    Atlanta, GA jobs

    Callan seeks a senior analyst to join our Independent Adviser Group (IAG) in our Atlanta office. In this role, you'll support senior consultants in serving a select number of financial intermediary clients nationwide. You'll collaborate with the IAG team and other Callan specialty research teams to deliver insight and solutions to financial intermediary clients. We're seeking someone with a strong interest in capital markets, exceptional project management skills, intellectual curiosity, and a passion for building lasting client relationships. Please note: This position will be based in Callan's Atlanta office location, working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office. What's Unique About This Role? Callan believes our organization and culture are made stronger through a broad array of perspectives and experiences. Collaborating with various teams throughout the company, you will work with some of the highest quality and most complex clients in the country to help them achieve their investment goals. Along with having an appreciation for Callan's unique and collaborative culture, your ability to demonstrate success in the skill sets we seek is of greater importance than your years of experience. Callan's Independent Adviser Group has been a trusted partner to established financial intermediaries, wealth advisory, and middle-market consulting firms for over 30 years. IAG sits at a unique intersection between Callan's traditional clients, large institutional fund sponsors, and the middle-market clients of our IAG members. As a member of the IAG team, you will have a unique view of the wide range of allocations and strategies utilized by taxable investors and institutions of all sizes. The IAG team supports not only the investment programs of our IAG member firms but is also exposed to the business aspects of running an advisory practice focused on the middle market. Primary Duties Client Servicing: • Support ad-hoc IAG member firm requests • Support client use of Callan tools and access to our information • Coordinate with IAG team to respond to client requests in a timely manner • Expect limited client travel in year one; travel may occur with more frequency thereafter Manager Research and Platform Support: • Serve as senior analyst to IAG Members involved in manager research • Assist team in keeping research, insights, and updates timely and on point • Using Callan tools as a primary source, provide analytical support to research team • Lead the production of MAX and UMA manager search books and portfolio analysis • Coordinate with the IAG team to ensure all platform strategies have updated Callan collateral, including strategy and terms sheets • Assist with responding to ad-hoc client inquiries and ensure that client needs are met Client Analytical Support, Training, and Reporting: • Develop proficiency in PEP, our proprietary software, and become point person IAG member PEP training (coordinating with Callan's Analytical Solutions Group) • Assist the IAG consulting team and clients with developing customized client reports (DC, ESG, Endowment and Foundation, UMA report) and provide training for clients as appropriate • Develop proficiency with CallanDNA and become the point person for IAG member CallanDNA training • Assist in researching special topics for IAG consultants and clients • Coordinate with Callan's Client Report Services group to prepare custom, quarterly institutional client performance measurement reports • Assist the IAG consulting team and clients with alternatives performance reporting, developing reports to incorporate public and private markets performance evaluations Client Policy: • Assist with research and analysis of capital markets and industry trends and develop diversified manager structures • Assist with IAG member asset allocation projects New Business Development: • Support IAG team new client development as needed, including supporting RFP responses and ad-hoc prospect requests Job Skills & Requirements You should have a demonstrable interest in investing and capital markets; ask questions unabashedly and strive to fully understand the responses you receive; be proactive in working with senior consultants and demonstrate strong time and project management skills; be grounded in a strong sense of ethics and will act with humility and accountability in your work; and keep client interests at the forefront as you work with and support your Callan colleagues. Skills: • Ability to collaborate effectively on cross-functional teams in a collegial fashion • Strong time management skills and ability to prioritize and manage multiple projects efficiently • Demonstrated ability to receive and integrate feedback • Effective and professional communication, presentation, and writing skills, and the desire to continually learn and develop over time • Excellent organizational skills, strong attention to detail, and the ability to prioritize work to meet deadlines even during the busiest times • Build and maintain relationships internally and externally • Knowledge of the capital markets in general and the institutional investment landscape in particular Characteristics: • Passionate about learning and seeking information to uncover answers and generate new ideas, including the ability to ask for help when needed • Self-motivated and proactive, able to work independently and without supervision • Emphasis on team over self • Willingness and ability for a modest level of travel, if/when required Education and Experience: • Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline (we are also open to those with differing backgrounds and a strong interest in financial markets) • 2 - 7+ years of work experience preferred, particularly in the investment industry • Progress toward or interest in earning the CFA and/or CAIA designation (if not yet earned) Compensation, Benefits & Training At Callan, you can expect: • A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit-sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more • Training for all Callan databases, research, and other systems • Access to team-building events, community outreach opportunities, and wellness events As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. $75,000 - $100,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at *************** Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.
    $75k-100k yearly 2d ago
  • Business Process Analyst

    Cathay Bank-Headquarters 4.4company rating

    Rosemead, CA jobs

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for identifying, developing, supporting and/or implementing new operational processes and systems that increase efficiency and effectiveness within branches and back-office units. Responsible for analyzing financial data and transactions to identify risks and opportunities for improvement. Planning, organizing, tracking, and controlling the efforts and resources of various moderate scope operations projects. Support user acceptance testing for banking applications, ensuring the new enhancements meet the business requirements and function as intended. Support the delivery of solutions that improve everyday business processes, meet set objectives and solve business problems within agreed upon schedule. ESSENTIAL FUNCTIONS Support Business Units reporting needs by gathering and analyzing data using Business Intelligence (BIC) for the purpose of identifying solutions for strategic business needs and/or operational requirements. Design and develop reports using Business Intelligence (BIC) to support the operations department in meeting operational and strategic reporting requirements. Maintain a library of model reports for various types of recurring or repetitive information gathering. Validate the integrity of reporting models and make changes as required. Compile data and prepare regularly scheduled or special management report requests. Assist with all aspects of systems related requests, including system testing and documentation. Manage the Business Change Request (BCR) process by guiding stakeholders through BCR forms submission, documentation for testing and validation and official sign-off for enhancements and changes. Open and monitor tickets with vendors such as FIS and Trustage for any IBS Insight and/or form issues. QUALIFICATIONS Education: College Graduate or equivalent experience required. Experience: Minimum three years of experience in banking/financial services. IBS Insight Deposit System knowledge including familiarity with BIC, TellerInsight, Sales Management and Deposit Origination functionality required. System testing experience required. Must have a good understanding of banking and branch operations. Skills/Ability: Analytical approach to research. Good understanding of project management concepts. Good organizational skills. Ability to communicate with staff at all levels. PC proficiency, including Excel, Word and PowerPoint. Ability to work with minimal supervision. Familiarity with branch and back-office functions, systems and related policies and procedures and regulatory issues. Ability to work independently and in a team environment. Ability to organize and coordinate multiple tasks. Detail oriented. Strong analytical, critical thinking along with written and verbal communication skills. Must show initiative, be self-motivated, and adapt well to a changing environment. Must be committed to seeking opportunities for improvement and possess the ability to achieve results despite challenges. OTHER DETAILS $74K - $82K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $74k-82k yearly 3d ago
  • Manager of Business Systems Analysis

    First National Bank of Pennsylvania 4.5company rating

    Pittsburgh, PA jobs

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future. **Please note: this on-site position is based at our Financial Center in Pittsburgh, PA. Candidates must be local, or willing to relocate to area. FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.** Position Title:Manager of Business Systems Analysis Business Unit:Technology Reports to:Varies by Assignment Position Overview: This position will be responsible for managing and coaching/mentoring a team of application analysts primarily responsible for Branch Application technologies used across our 350 branches, spanning 7 states. Primary applications include ARGO Teller, Connects, Oasis and other branch technologies such as ATM/ITMs and TCRs. The Manager will be responsible for technical delivery - systems architectures and standards, oversight of development, development practices/documentation, data integrity and for ensuring that systems are secure, scalable, durable, and adequately supported. Primary Responsibilities: Uses expert level skills, an advanced understanding of Technology and business application functionality to deliver consistent results of technology projects and documentation. Troubleshoots escalated issues and works toward timely resolution of defects. Consults, develops and drives priorities for Technology and business product roadmap. Identifies and helps to solution gaps between application systems and the business product. Defines technical requirements, including consulting with other stakeholders within various areas of Information Technology, while overseeing the creation of technical test plans, development activities and reviews production changes that can impact the corporation. Works with management to set direction and tactical plans to meet strategic objectives and has independent decision-making authority. Oversee planning, scheduling, and assignment of resources and staff. Manages people and policies, allocates personnel and resources for given projects and assigns work. Works with other management to sets policy/standards within area, documents and ensures adherence to policy/standards. Has responsibility for performance evaluation, performance management and career development of assigned employees. Collaborates with management business partners in related lines of businesses. Interacts with Technology resources and internal customers including Operations, Project Management Office and lines of business management. Develops and maintains relationships with vendors. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 5 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Ability to use general office equipment Ability to work and multi-task in a fast paced environment Excellent organizational, analytical and interpersonal skills Detail-oriented Highly Technical Proficient in Java, C/C++, Visual Studio, HTML/JS, RDBMS and SQL Preferred experience with Branch banking applications (ARGO, ATM/ITM) Knowledge of SDLC, integration, data flows, requirements elicitation Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $110k-135k yearly est. 3d ago
  • Senior Analyst, Workday ERP

    Wipfli 4.3company rating

    Senior business analyst job at Wipfli

    At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Requisition Number: 2025-7215 Job Summary Under the direction of the Manager, ERP, the Senior Analyst gathers information and data, analyzes and documents business and technical requirements, identifies and implements business process improvements, technology solutions, reports, assists in the preparation and finalization of business case documents, and manages projects in accordance with firm policies and procedures. Responsibilities Responsibilities: Act as a liaison with business owners, IT, and vendors to gather, document, and validate requirements, drive process improvements, and identify solutions. Partner with business operations and finance teams to translate reporting needs into functional and technical specifications. Configure and maintain Workday PSA, including business processes, custom objects, and condition rules, while supporting ERP/PSA security requirements. Ensure accuracy and reliability of financial data and assigned reports within Workday. Prepare business case documents and assess system upgrade impacts through vendor and business meetings. Lead vendor relationship management, influence consensus on solutions, and oversee timely implementation of process and technology changes. Mentor analysts and IT associates, promote continuous learning, and recommend process improvements; collaborate externally for best practices. Manage project delivery, system lifecycle, and infrastructure upgrades, ensuring on-time completion and continuous improvement. Knowledge, Skills and Abilities Required Qualifications: Bachelor's Degree in IT or an IT related major, business, finance or accounting, or an equivalent combination of education and job-related experience Five+ years experience configurating and administering Workday High proficiency in Workday Report Writer, Composite Reports, Dashboards, and Worksheets. Workday PRO certifications or additional experience supporting other Workday Products outside of a reporting & analytics role preferred. Project Management (Waterfall and Agile) Business process or system design/implementation High proficiency in configuring, Workday Experience with Workday Report Writer, Composite Reports, Dashboards, and Worksheet Preferred qualifications: Vendor management experience System life cycle management Experience with a shared Workday HCM environment. Workday certifications or additional experience supporting other Workday Products will distinguish you as a standout candidate. Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $107,000 to $144,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
    $107k-144k yearly Auto-Apply 14d ago

Learn more about Wipfli jobs