Investment Fund Managers

Job Description:

This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

Responsibilities:

Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information
Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
Navigates multiple systems to migrate clients to on-line and self-delivery channels that enable constant account access
Must be flexible to work variable shifts between Monday – Friday, 8:30am – 6:30pm EST; 40 hours per week

Desired Qualifications:

Experience in a call center and/or a financial/banking center
Customer service experience​

Skills:

Account Management
Customer and Client Focus
Issue Management
Oral Communications
Active Listening
Adaptability
Problem Solving
Risk Management
Attention to Detail
Business Acumen
Valuation Ethics and Practice Standards

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

Job Description:
Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.
• The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
• You will be part of a team of CAs supporting specific advisors and their clients. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
• For established clients, the CSA will often serve as the most frequent point of contact with Merrill Lynch.

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

Required skills:

Sets and accomplishes goals, achieving whatever you put your mind to.
Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
Communicates clearly and confidently with clients from all walks of life.
Works well with others and collaborates productively to get things done.
Can manage complexity, prioritize tasks and execute in a fast-paced environment.
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired skills:

Bilingual Spanish Preferred.
Strong computer skills with an ability to multitask in a demanding environment.
A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

Program Financial Analyst II (4430)at SMX(View all jobs) (https://www.smxtech.com/careers/)

United States

SMX is seeking a **Financial Analyst** to independently delivers services to clients through the demonstration of deep financial functional knowledge within the context of our organization. They lead and administer the financial management of a TDL(s) under a large contract. They are responsible for all the financial activities in support of that TDL. They are members of the program management team and work with the Sr. Financial Analyst and the Program Manager in meeting the overall contract goals and objectives. They interface with TDL Project Manager, senior technical staff, as well as other functional organizations including Contracts, Subcontracts, Finance, Accounts Receivable, and Procurement. They oversee and direct work assignments of Jr. Financial Analyst who support their TDL but will not serve as a career manager.

**Essential Duties and Responsibilities** **:**

+ Lead the development of the TDL, or small contract, cost, schedule and funding planning, reporting, monitoring, and analysis support to the TDL Project Manager. This includes Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets and schedules.

+ Lead TDL Project set up in compliance with contractual terms, conditions and requirements.

+ Lead the development of the TDL, or small contract, cost, schedule and funding planning, reporting, monitoring, and analysis support to the TDL Project Manager. This includes Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets and schedules.

+ Lead TDL project set up in compliance with contractual terms, conditions and requirements.

+ Ensure cost reporting documentation is correct by performing TDL analytical review and arithmetic checks.

+ Prepare TDL Project financial Estimates at Complete (EAC) and meet deadlines for submission requirements.

+ Identify TDL Project risks and profit improvement opportunities and provide analytical contribution in working financial resolution with PM, Contracts, Procurement and Finance/Accounting.

+ Monitor TDL and manpower cost on a weekly basis ensuring that actuals are within budget and charged to the correct job number. Process incorrect cost transfers as required.

+ Ensure cost reporting documentation is correct by performing TDL analytical review and arithmetic checks.

+ Prepare accurate and complete TDL variance analysis and reporting.

+ Monitor TDL funding status (to include subcontractor funding status), providing reliable and timely notification of funding status by line-item detail as required.

+ Support accounts receivable as required during the billing processing (i.e. Review TDL edit file and ensure cost that will be billed are accurate and allowable against the TDL).

+ Ability to build relationships across functional teams and internal Business Partners.

+ Possession of excellent oral and written communication skills.

+ Possession of excellent data management, problem solving and critical thinking skills.

+ Possession of excellent organization skills.

**Required Skills:**

+ Clearance Requirement: Must be able to obtain a clearance if a program requires it

+ Knowledge of all contract types (CP, T&M, FFP).

+ 5 years’ experience with project cost control, or financial management and contract interpretation, budget development, including financial data, analysis, and reconciliation of estimations verses actuals or 4 years' experience with related degree.

+ Experience and Knowledge with Joint Travel Regulations (JTR) rules and guidelines.

+ Experience with Microsoft Office Suite, including Excel, PowerPoint, Word, SharePoint

+ Collect and analyze data from multiple sources and identify, research, and solve financial problems and program risks.

+ Manage and direct work assignments of junior staff. Prioritize workload in a fast-paced environment and handle a high volume of work.

+ BA or BS Degree is desired.

**Highly Desirable Skills:**

+ 4-5 years of experience in an office setting

+ BA or BS Degree is desired

**US citizenship required for work under DOD contract**

**Application deadline: July 11, 2025**

\#LI-REMOTE

The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.

The proposed salary for this position is:

$66,600—$88,800 USD

At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

SMX is an Equal Opportunity employer including disabilities and veterans.

Selected applicant may be subject to a background investigation and/or education verification.

Primarily support the Finance Director and General Manager. This position is responsible for analyzing program performance to budget and forecast, supporting programs of varying types, size, complexity, and level of risk. The candidate will be responsible for teaming with various internal functions including Accounting and Finance, Program Management, Operations, Contracts, Pricing, Engineering.

+ Assisting in the communication of the operating company’s financial performance, plan, and targets to various levels of the organization.

+ Investigating and analyzing monthly variances to the forecast, plan, prior period, and prior year as required.

+ Conducting ad-hoc analysis for strategic and operational initiatives.

+ Strong partnership with functional managers in accounting and finance, operations, supply chain, program management, pricing, and contracts to develop monthly forecasts and budgets.

+ Learning mindset and application of FBS (Fortive Business System) for continuous improvements.

+ Bias for action to proactively identify risks and opportunities.

+ Effective communication of data driven recommendations to move the business forward

**Qualifications**

+ Strong Excel and financial modeling or data analytics skills.

+ Ability to build strong relationships in a team environment.

+ Bias for action.

+ Intellectual curiosity and learning agility.

+ Motivation for continuous improvements.

+ Strong analytical and problem-solving skills

+ Attention to detail to ensure accuracy in business results reporting, forecasting, and planning.

+ Government accounting and GAAP knowledge are preferred.

**Education and Experience:**

+ Bachelor’s degree in Accounting, Finance, Economics or similar fields.

+ 3 - 5 years of FP&A or financial analyst experience.

+ Manufacturing industry experience preferred.

**Ralliant Corporation Overview**

Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life — faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we’re building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world.

We Are an Equal Opportunity Employer

Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.

**About PacSci EMC**

Pacific Scientific Energetic Materials Company (PacSci EMC), a Ralliant Corporation (NYSE: FTV) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC’s experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to www.psemc.com.PacSci EMC is an equal opportunity employer. We do not discriminate against any applicant or employee on the basis of race, sex, religion, age, national origin, color, disability, or veteran status. Nonetheless, pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., “All employees of all entities that make up the Contractor’s team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S.” Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment. We all have a role in building a community where everyone belongs. Where you can speak your mind, be yourself, and feel supported. It’s how we achieve more together — for each other, for our customers, and for the world. https://www.Ralliant.com/inclusion-diversity

We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.

**Bonus or Equity**

This position is also eligible for bonus as part of the total compensation package.

**Pay Range**

The salary range for this position in local currency is 71100.00 - 132100.00

**Is this role subject to ITAR?**

The essential duties of this position require adherence to U.S. Government export control regulations. Accordingly, candidates must either be U.S. Persons (i.e., U.S. citizens, U.S. lawful permanent residents, or protected individuals as defined by 8 U.S.C. 1324b(a)(3)) or be prepared to collaborate with the company in securing the necessary U.S. government export authorizations. While the company encourages all interested applicants to apply, please be aware that ongoing employment is dependent upon obtaining the appropriate government export authorizations.

The role of the Sr. Financial Analyst is to primarily support the FP&A Director and the CFO, including partnership opportunities with business leaders. This position provides opportunities for growth, learning and benefitting others.

**Job Responsibilities:**

• Assisting the consolidation and communication of the operating company’s financial performance, plan, and targets to various levels of the organization

• Investigating and analyzing monthly variances to the forecast, plan, prior period, and prior year as the need arises

• Conducting ad-hoc analysis for strategic and operational initiatives

• Working with the functional managers and site-level financial teams to develop monthly forecast and annual budget

• Partnering with business leaders on strategic planning and key initiatives

• Learning as needed and applying FBS (Fortive Business System) for continuous improvements

**Qualifications**

• Bachelor’s Degree in Accounting/Finance/Economics or similar field

• Prior experience in problem-solving

• Strong Excel, financial modeling and data analytics skills

U.S. citizenship required due to ITAR and IAR compliance.

**Preferred requirements**

• MBA with finance concentration

• Greater than 5 years of FP&A or financial analysis experience

• Experience with manufacturing operations and working capital management

• Government accounting knowledge

**The successful candidate will also be able to demonstrate the following:**

• Ability to build positive relationships in a team environment

• Strong eye for business

• Intellectual curiosity

• Motivation for continuous improvements

• Excellent verbal and written communication skills

• Strong analytical and problem-solving skills

• Attention to detail to ensure accuracy in business results reporting, forecasting, and planning

• Proven understanding of GAAP

• Basic understanding of database structure and data-mining

\#LI-JW1

**Ralliant Corporation Overview**

Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life — faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we’re building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world.

We Are an Equal Opportunity Employer

Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.

**About PacSci EMC**

Pacific Scientific Energetic Materials Company (PacSci EMC), a Ralliant Corporation (NYSE: FTV) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC’s experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to www.psemc.com.PacSci EMC is an equal opportunity employer. We do not discriminate against any applicant or employee on the basis of race, sex, religion, age, national origin, color, disability, or veteran status. Nonetheless, pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., “All employees of all entities that make up the Contractor’s team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S.” Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment. We all have a role in building a community where everyone belongs. Where you can speak your mind, be yourself, and feel supported. It’s how we achieve more together — for each other, for our customers, and for the world. https://www.Ralliant.com/inclusion-diversity

We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.

**Bonus or Equity**

This position is also eligible for bonus as part of the total compensation package.

**Pay Range**

The salary range for this position in local currency is 86100.00 - 159900.00

**Is this role subject to ITAR?**

The essential duties of this position require adherence to U.S. Government export control regulations. Accordingly, candidates must either be U.S. Persons (i.e., U.S. citizens, U.S. lawful permanent residents, or protected individuals as defined by 8 U.S.C. 1324b(a)(3)) or be prepared to collaborate with the company in securing the necessary U.S. government export authorizations. While the company encourages all interested applicants to apply, please be aware that ongoing employment is dependent upon obtaining the appropriate government export authorizations.

**Summary:**

Meta is seeking an experienced data center and AI market research analyst to support our industry intelligence efforts within our Infrastructure organization. You will support a cross-functional effort by providing real-time, actionable insights on peer companies’ and broader industry-related initiatives related to data centers, networking, silicon and hardware, and AI models.

**Required Skills:**

Infrastructure Market Research Analyst Responsibilities:

1. Produce regular reports on peer infrastructure strategies and investments

2. Conduct primary and secondary research to track and monitor infrastructure industry trends, news, and market events

3. Create and maintain real-time dashboards tracking new data center projects and AI market trends

4. Develop executive briefings on emerging trends in hyperscale data center deployments, hardware, software, and networking

5. Work with a cross-functional team to add insights and context to industry trends

6. Track announcements, expansions, and new hyperscale data center projects by peers and cloud providers

**Minimum Qualifications:**

Minimum Qualifications:

7. Bachelor's degree in a relevant field (e.g., economics, business, engineering, etc.)

8. 8+ years of experience in research, analysis, or related field

9. Quantitative modeling, analytical and problem-solving skills

10. Data management, modeling, and analysis in Excel/Google Sheets, Python, R, etc

11. Clear and direct communication and presentation skills

12. Experience of consistently working under your own initiative, seeking feedback and input where appropriate

**Preferred Qualifications:**

Preferred Qualifications:

13. Research experience related to sectors including, but not limited to data centers, networking, silicon and hardware, or AI

14. Experience with data visualization tools (e.g., Tableau, Power BI) is a plus

15. Econometric modeling and forecasting

16. Experience with market research and business intelligence sources

**Public Compensation:**

$152,000/year to $221,000/year + bonus + equity + benefits

**Industry:** Internet

**Equal Opportunity:**

Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment.

Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.

**Company :**

enGen

**Job Description :**

**JOB SUMMARY**

This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.

**ESSENTIAL RESPONSIBILITIES**

+ Communicate effectively. Display effective communication skills.

+ Coordinate with other departments, locations, and divisions.

+ Communicate with other departments and/or outside agencies to resolve problems.

+ Communicate with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

+ Advise management of expected outcomes, and recommending ways to improve the outcomes.

+ Conduct presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.

+ Communicate with Management as to project status and completion deadlines.

+ Perform financial and business related analysis.

+ Analyze, evaluate and interpret appropriate financial and statistical data.

+ Develop and/or document business policies, conducts special financial and business related studies and cooperate with other departments in the preparation of analyses.

+ Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.

+ Analyze financial reports and records.

+ Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.

+ Advise management of expected outcomes, and recommend ways to improve the outcomes.

+ Independently pursue fundamental problem solving and documents the recommendations to management.

+ Facilitate analysis and reporting

+ Utilize computer to input, retrieve or display accounting information.

+ Develop and maintain spreadsheets and databases.

+ Utilize PC and/or mainframe based systems and software, compile and prepare reports, graphs and charts of data developed.

+ Serve as a project lead for special projects within the department.

+ Lead and document financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.

+ Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

+ Make recommendations based on findings when necessary.

+ Other duties as assigned or requested.

**QUALIFICATIONS**

**EDUCATION**

**Required**

+ Bachelor's Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree

**Preferred**

+ None

**EXPERIENCE**

**Required**

+ 5 - 10 years of relevant, progressive experience in Accounting and/or Finance

+ Experience with various computer applications to include MS Excel and/or MS Access

**Preferred**

+ None

**LICENSES or CERTIFICATIONS**

**Required**

+ None

**Preferred**

+ None

**SKILLS**

+ Strong written and oral communication skills

+ Strong relationship building skills

+ Client focused with strong business acumen

+ Self-starter with the ability to work under pressure independently and as part of a team.

+ Ability to think strategically and act proactively to create strong trust and confidence with business units

+ Strong innovative problem-solving capabilities

**Language (Other than English):**

None

**Travel Requirement:**

0% - 25%

**PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS**

**Position Type**

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Rarely

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Never

**_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._

**_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._

_As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy._

_Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._

**Pay Range Minimum:**

$57,700.00

**Pay Range Maximum:**

$107,800.00

_Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.

We endeavor to make this site accessible 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 the email below.

For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org

California Consumer Privacy Act Employees, Contractors, and Applicants Notice

Req ID: J266441

Seeking a full-time Financial Analyst I to support our general accounting department at Western AZ Regional Medical Center, located at 2735 Silver Creek Rd, Bullhead City, AZ.

Shift: Days, Monday - Friday, hours TBD

We know it's not just about finding a job. It's about finding a place where you are respected, valued, and where your work is purposeful and fulfilling. A place where your talent is recognized, professional development is encouraged and career advancement is possible.

**Benefits**

_As a core employee with Northwest Healthcare, you will be eligible for competitive base pay, and a robust total rewards compensation package. Included in our benefits package includes some of the following: health insurance, dental, vision, 401K, PTO and more!_

**Job Summary**

The Financial Analyst I is responsible for analyzing financial data, preparing reports, and assisting with budgeting and forecasting processes to support decision-making within the facility. This role involves gathering and interpreting financial information, monitoring trends, and ensuring financial data integrity. The Financial Analyst I collaborates with leadership and department managers to provide insights into financial performance, cost control, and operational efficiency.

**Essential Functions**

+ Analyzes financial data and trends to support budgeting, forecasting, and financial planning activities.

+ Prepares financial reports and presentations, summarizing key findings and providing recommendations for decision-making.

+ Assists in developing annual budgets and financial forecasts, ensuring accuracy and alignment with organizational goals.

+ Monitors financial performance metrics, identifying variances and working with departments to address discrepancies.

+ Supports month-end and year-end financial closing activities, including journal entries, reconciliations, and variance analysis.

+ Conducts cost analysis and expense monitoring, assisting in identifying cost-saving opportunities.

+ Collaborates with various departments to gather financial data and ensure accurate reporting.

+ Ensures compliance with financial policies, procedures, and regulatory requirements.

+ Utilizes financial software and systems to maintain accurate and organized financial records.

+ Performs other duties as assigned.

+ Complies with all policies and standards.

**Qualifications**

+ Bachelor's Degree in Finance, Accounting, Economics, Business Administration, or a related field required

+ 0-2 years of experience in financial analysis, accounting, budgeting, or a related field required

+ Experience in healthcare finance, hospital financial operations, or revenue cycle analysis preferred

**Knowledge, Skills and Abilities**

+ Strong analytical and problem-solving skills, with the ability to interpret financial data and provide actionable insights.

+ Proficiency in financial modeling, data analysis, and forecasting techniques.

+ Knowledge of financial statements, budgeting principles, and variance analysis.

+ Experience with financial software, spreadsheets, databases, and enterprise resource planning (ERP) systems (e.g., Oracle).

+ Strong communication and presentation skills, effectively conveying financial data to non-financial stakeholders.

+ Attention to detail and ability to manage multiple tasks in a fast-paced environment.

+ Knowledge of healthcare financial regulations, reimbursement models, and cost accounting principles (preferred).

**Licenses and Certifications**

+ Certified Healthcare Financial Professional (CHFP) preferred or

+ Certified Public Accountant (CPA) preferred or

+ Certified Management Accountant (CMA) preferred

Equal Employment Opportunity

This organization does not discriminate in any way to deprive any person of employment opportunities or otherwise adversely affect the status of any employee because of race, color, religion, sex, sexual orientation, genetic information, gender identity, national origin, age, disability, citizenship, veteran status, or military or uniformed services, in accordance with all applicable governmental laws and regulations. In addition, the facility complies with all applicable federal, state and local laws governing nondiscrimination in employment. This applies to all terms and conditions of employment including, but not limited to: hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. If you are an applicant with a mental or physical disability who needs a reasonable accommodation for any part of the application or hiring process, contact the director of Human Resources at the facility to which you are seeking employment; Simply go to http://www.chs.net/serving-communities/locations/ to obtain the main telephone number of the facility and ask for Human Resources.

**About this role:**

Wells Fargo is seeking a Lead Information Security Analyst in Cybersecurity as part of Governance and Information Protection. Learn more about career areas and business divisions at wellsfargojobs.com.

This role will serve as the Cybersecurity Policy and AI Governance Program Lead. In this critical role, you will implement a dynamic Cybersecurity for AI governance framework, including supporting execution of governance routines such as adherence monitoring, controls, metrics, reporting, key performance indicators, and escalation.

You will also support the sustainment of this dynamic Cybersecurity for AI governance framework, including review and ingestion of regulatory changes to AI; maintenance of mapping to AI instances across the firm to ensure visibility of full scope of AI activity; and defined plans on how to pivot the program as regulatory and firm environmental changes necessitate.

You will partner across Cybersecurity to help establish AI requirements to secure AI across the firm; drive the incorporation of AI requirements into the appropriate documentation, including policy, baselines, developer design requirements; and work with engineers, cloud SMEs, data scientists, among others, to translate requirements into patterns and/or security assessments controls.

**In this role, you will:**

+ Provide advanced information security consultation for all aspects of information security compliance policy, risk management, and remediation

+ Act as more experienced lead to the organization to develop security risk awareness and mitigating actions

+ Consult the organization on complex security issues and findings

+ Evaluate and interpret internal and companywide information security policies, processes, standards, and participate with more experienced leaders in decision making on information security

+ Collaborate and consult with peers, colleagues, and mid-level to more experienced managers to resolve issues and achieve goals

+ Coordinate with vendor manager on third party assets to manage information security risks

+ Serve as a mentor to less experienced staff

+ Lead one or more complex Cybersecurity policy governance areas

+ Align policy area scope and deliverables to strategic and transformational goals

+ Drive the successful completion of programs to achieve business goals, including timely identification, escalation, and remediation of risks and issues that impact program execution and delivery

+ Deliver periodic business and operating reports, including identification and remediation of execution or other risks and issues, retrospective reviews, and lessons learned

+ Build strong relationships with program sponsors, business partners, and key stakeholders

+ Coordinate, facilitate, negotiate, and influence cross-functional macro-level topics with key stakeholders and senior management

+ Deliver clear, concise, and actionable communication to various levels of organization on a timely basis to ensure effective understanding, decision-making, and execution

**Required Qualifications:**

+ 5+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 4+ years of cross-functional, Cybersecurity domain experience (e.g., demonstrated ability to understand and mitigate Cybersecurity risk across multiple domains (IAM, AppSec, DLP, Encryption, Infrastructure, Third-Party, etc.))

+ 4+ years of experience in Cybersecurity or Technology risk management, audit, or legal functions

+ 3+ years of experience with core security technologies such as cryptography, certificate and key management, data loss prevention (DLP), information protection, vulnerability management, cloud governance, and incident response

+ 1+ year of experience with AI/ML governance

**Desired Qualifications:**

+ 3+ years of cyber governance is highly desired

+ 4+ years' experience in the development and management of complex programs spanning multiple technology, Cybersecurity, or large banking operations

+ Experience in financial services or other highly regulated industry; knowledge of the financial services regulatory environment

+ Deep understanding of AI/ML governance, including:

+ Understanding key AI/ML laws, rules, regulations, and frameworks

+ Establishing guardrails/governance for defensible security around AI instances utilized across a firm via policy, procedures, and associated adherence monitoring mechanisms (e.g., controls, metrics, reporting, paths for escalation)

+ Scaling changes at pace across a large, matrixed environment to meet regulatory and firm environmental obligations, while remaining secure and defensible

+ Ability to anticipate and mitigate AI/ML challenges by understanding risk frameworks and evolving regulatory/legal landscape

+ Finesse in bridging the gap between AI/ML and internal customers by distilling complex concepts and making consumable to any audience

+ Ability to develop and deliver message of secure AI/ML as an enabler of business and make it real for stakeholders at all levels across the enterprise

+ Ability to work independently, confidently challenge assumptions, and lead by example in ensuring risks are effectively mitigated

+ Excellent communication with the ability to drive initiatives and engage with stakeholders at all levels

+ Advanced level leadership, communication, relationship building, negotiating, and influencing skills

+ Experience with developing and presenting business management materials to senior management and governance committees

+ Strong critical thinking skills, consistent attention to detail, and ability to meet deadlines amidst competing priorities

**Locations:**

+ 1525 WT Harris Blvd, Charlotte, North Carolina 28262

+ 2600 S Price Rd, Chandler, Arizona 85286

+ 550 S 4th St, Minneapolis, Minnesota 55415

**Posting Statements:**

+ Job posting may come down early due to volume of applicants.

+ Required location(s) listed above. Relocation assistance is not available for this position.

+ This position offers a hybrid work schedule

+ Salary range is determined by location of the job. May be considered for a discretionary bonus, Restricted Share Rights, or other long – term incentive awards.

+ This position is not eligible for visa sponsorship

**Pay Range**

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$111,100.00 - $197,500.00

**Benefits**

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

+ Health benefits

+ 401(k) Plan

+ Paid time off

+ Disability benefits

+ Life insurance, critical illness insurance, and accident insurance

+ Parental leave

+ Critical caregiving leave

+ Discounts and savings

+ Commuter benefits

+ Tuition reimbursement

+ Scholarships for dependent children

+ Adoption reimbursement

**Posting End Date:**

3 Jul 2025

***** **_Job posting may come down early due to volume of applicants._**

**We Value Equal Opportunity**

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-467320