Business & Professional Industries

Investment Fund Managers

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

A Day In The Life

Business & Professional Industries Area of Interest

Are you interested in training?

Sign up or Sign in to contact a Coach.

Salary Breakdown

Investment Fund Managers

Average

$134,110

ANNUAL

$64.47

HOURLY

Entry Level

$61,370

ANNUAL

$29.50

HOURLY

Mid Level

$125,990

ANNUAL

$60.57

HOURLY


Current Available & Projected Jobs

Investment Fund Managers

122

Current Available Jobs

17,410

Projected job openings through 2030


Sample Career Roadmap

Investment Fund Managers

Degree Recommendations


Top Expected Tasks

Investment Fund Managers


Knowledge, Skills & Abilities

Investment Fund Managers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Administration and Management

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Reading Comprehension

SKILL

Judgment and Decision Making

SKILL

Speaking

ABILITY

Deductive Reasoning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Inductive Reasoning


Job Opportunities

Investment Fund Managers

  • Senior Quantitative Risk Analyst - P&C Actuarial Pricing and Reserving - Remote
    USAA    Phoenix, AZ 85067
     Posted about 6 hours    

    **Why USAA?**

    Let’s do something that really matters.

    At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

    We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

    **The Opportunity**

    As a dedicated **Quantitative Risk Analyst Senior** , you will provide subject matter expertise supporting P&C Pricing and/or Reserving risk analysis in the second line of defense. You will work with the first line P&C Pricing and/or Reserving function and others in P&C enterprise risk management to ensure risks are measured, managed and communicated.

    This position can work remotely in the continental U.S. with occasional business travel.

    **What you'll do:**

    + Utilizes advanced analytics to assess future risk, opportunities, and effectiveness and translates results into meaningful solutions to enhance decision making.

    + Applies advanced knowledge and industry best practices to quantify risk and aggregate exposures.

    + Engages in model validation and produces model validation reports.

    + Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and drive change.

    + Translates recommendations into communication materials to effectively present to colleagues for peer review and management.

    + Applies advanced knowledge to produce advanced analytical material for discussions with cross functional teams to understand complex business objectives and influence solution strategies.

    + Provides mentorship to other team members in the peer review process.

    **What you have:**

    + Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline **OR** 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.

    + 6 years related quantitative analysis experience in a discipline relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative discipline **OR** advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline and 4 years work experience in a quantitative discipline relevant to risk management **OR** PhD in Economics, Finance, Statistics, Mathematics, or other quantitative discipline and up to 2 years work experience in a quantitative discipline relevant to risk management.

    **What sets you apart:**

    + Experience in P&C Pricing and/or Reserving

    + Second line of defense (enterprise risk management) experience in one or more quantitative areas

    + ACAS, FCAS, or other P&C Actuarial education and experience

    + US military experience through military service or a military spouse/domestic partner

    The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

    **What we offer:**

    **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: **$109,130 - $205,580.**

    Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

    **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

    For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.

    _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

    _USAA 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, or status as a protected veteran._

    **If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

    **Please do not type your first and last name in all caps.**

    **_Find your purpose. Join our mission._**

    USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

    USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

    USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

    USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.


    Employment Type

    Full Time

  • Entry-Level Financial Analysts
    The Boeing Company    Mesa, AZ 85213
     Posted about 6 hours    

    **Job Description**

    At Boeing, we innovate and collaborate to make the world a better place. From the seabed to outer space, you can contribute to work that matters with a company where diversity, equity and inclusion are shared values. We’re committed to fostering an environment for every teammate that’s welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us.

    **The Boeing** Company is seeking dynamic individuals to join the Financial Analysis Team in **Mesa, AZ** as **Entry-Level Financial Analysts** . This is your opportunity to contribute to cutting-edge solutions, support key financial operations, and play a pivotal role in guiding critical business decisions.

    **Why Boeing?**

    At Boeing, we don't just build aircraft; we shape the future of aerospace. Our finance professionals are at the heart of this innovation, contributing to aviation and aerospace products that make a difference in the lives of people around the world. We're not just connecting and protecting; we're exploring new frontiers. Be part of a company that thrives on intellectual curiosity and fosters an environment that is welcoming, respectful, and inclusive.

    _Are you ready to embark on an exciting career journey with one of the world's leading aerospace companies?_

    **Functions Supported:**

    + **Compliance of Financial Policy, Process, Procedure, Systems and Tools**

    + **In-Direct Cost Management**

    + **Direct Material, Sub-Contract, and Travel Cost Management, and**

    + **Direct Labor Cost Management**

    **What You Bring:**

    **Fresh Perspective:** Prior financial analysis experience is not required! We are dedicated to the growth and success of new talent.

    **Willingness to Learn:** If you're eager to learn, think critically, and like to take on new challenges, you're exactly who we're looking for.

    **Initiative:** We value individuals who take the initiative, seek opportunities, and contribute proactively to our dynamic team.

    **Excellent written and verbal communication skills:** Must have the ability to convey complex information in a clear and concise manner.

    **Strong leadership skills** : Must have the ability to motivate and inspire team members to achieve common goals.

    **Organizational Skills:** Exceptional attention to detail and ability to multitask in a fast-paced environment; Proficiency in using productivity tools and software.

    **Critical Thinking Skills:** Bring your analytical prowess to the table – we want individuals who can analyze data and make informed decisions that impact our global operations.

    **Collaboration and Independence:** Strike the perfect balance. Collaborate effectively with teams while demonstrating the ability to work independently when needed.

    **Position Responsibilities:**

    + Collect, compile, manipulate and document source data to support analysis of resource forecasts and/or Estimates at Completion (EACs) at the contract, functional, or overhead pool level using advanced Excel functions

    + Assist in developing and maintaining cost and/or schedule performance measurement baselines, including Earned Value Management (EVM), to ensure accurate tracking, forecasting and reporting

    + Run routine weekly/monthly performance reports to provide insights into project progress and identify potential areas of improvement or concern

    + Collaborate with cross-functional teams to gather relevant data and assist in preparing variance analyses to identify deviations from planned target values

    + Support the development of business cases by utilizing appropriate indices and providing accurate data analysis

    + Stay updated with industry trends and best practices related to cost and performance measurement to enhance the effectiveness of analysis and reporting

    + Ensure compliance with applicable Boeing and Governmental regulations concerning financial policies, procedures, processes, systems and tools

    **This position is hybrid. This means that the selected candidate will be required to perform some work onsite at one of the listed location options. This is at the hiring team’s discretion and could potentially change in the future.**

    **This position must meet export control compliance requirements. To meet export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.15 is required. “U.S. Person” includes U.S. Citizen, lawful permanent resident, refugee, or asylee.**

    **Basic Qualifications (Required Skills/Experience):**

    + Bachelor’s degree or higher in accounting, finance, business or a related field

    + Experience with the Microsoft Excel application using: formulas, VLookups, pivot tables, charts, filters, and linking worksheets

    **Preferred Qualifications (Desired Skills/Experience):**

    + Bachelor’s degree in economics or mathematics acceptable

    + Experience using strong verbal and written communication skills both virtually and in person

    + Experience working with large data sets required (e.g. advanced Excel, Power Pivot, Tableau and/or Microsoft Power BI)

    + Experience with Estimates at Completion, Data Analysis, and/or Budgeting/Cost Performance Reporting

    + Experience with financial analysis, financial modeling, financial or resource forecasts, and/or assessment of associated risks and opportunities

    + Experience applying Earned Value Management (EVM) methodology and analysis

    + Experience performing compliance monitoring and policy assessments/audits

    + Experience working with a combination of budgets, overhead rates and forecasts

    **Typical Education/Experience:**

    Education/experience typically acquired through advanced education (e.g. Bachelor) or an equivalent combination of education and experience (e.g. 4 years' related work experience).

    **Relocation:**

    Relocation assistance is not a negotiable benefit for this position. Candidates must live in the immediate area or relocate at their own expense.

    **Drug Free Workplace:**

    Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.

    **Work Shift:**

    This position is for first shift.

    At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities.

    The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.

    The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

    Pay is based upon candidate experience and qualifications, as well as market and business considerations.

    Summary pay range: $53,550 – $72,450

    Applications for this position will be accepted through June 17, 2024.

    **What We Offer You:**

    **Industry leading benefits:** Whether you’re just starting out on your career journey or are an experienced professional, we offer a robust total rewards package that goes above and beyond competitive compensation, comprehensive health benefits to tuition reimbursement, a leading 401k plan and work life balance such as 9/80 work schedule, wellness programs, education assistance, role specific training and certifications and much more.

    **Career growth and direction:** We are here to support you on your career journey through our career development programs such as tuition reimbursement, Learning Together program and offer much more. Boeing promotes internal movement and growth so you can find the best role for you at any stage of your career. Build your future here and let us be part of it!

    **Work that matters:** Whether it is connecting people across the globe, transporting aid or reaching for Mars, Boeing is leading the way in making our world a better place.

    **Flexible work arrangements:** At home or in the office, we encourage every teammate to feel empowered to bring their best through creativity, innovation, and diversity. We offer a flexible hybrid work schedule where you can get the benefits of working on-site with a hard-working team, and from the comfort of your home.

    **Equal Opportunity Employer:**

    Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.

    Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.


    Employment Type

    Full Time

  • Financial Analyst
    Antech Diagnostics    Remote, AZ
     Posted about 7 hours    

    We understand that the world we want tomorrow starts with how we do business today, and that’s why we’re inspired to make A Better World for Pets. Antech is comprised of a diverse team of individuals who are committed to each other’s growth and development. Our culture is centered on our guiding philosophy, The Five Principles: Quality, Responsibility, Mutuality, Efficiency and Freedom. Today Antech is driving the future of pet health as part of Mars Science & Diagnostics, a family-owned company focused on veterinary care.

    Current Associates will need to apply through the internal career site. Please log into Workday and click on Menu or View All Apps, select the Jobs Hub app, then click the magnifying glass to Browse Jobs.

    **Job Purpose/Overview**

    The Financial Analyst will play an integral role in developing a growing finance organization with support of the North America financial analysis functions. Responsibilities will include both specific periodic analysis and reporting, and special projects as identified and assigned. This role will be crucial in setting financial targets and driving budgeting processes to support our strategic initiatives. Multiple, concurrent projects will be expected of this role.

    **Essential Duties and Responsibilities**

    + Assist with annual budget and reforecasting processes, working closely with key stakeholders to establish and communicate financial targets aligned with overall business objectives.

    + Responsible for preparation and analysis of periodic, quarterly, annual financial reports with variance analysis to prior year, budget, and forecast; including but not limited to P&L, Cash Flow, Working Capital, Capex and Expense analysis.

    + Provide reporting and analysis on monthly sales trends, product supply and demand, sell through and returns, margins, revenue calculations and profit impact.

    + Establish comprehensive cost center structure & monitor performance, providing insights to drive efficiency and cost-effectiveness.

    + Prepare and maintain cash flow forecasting to ensure the organization’s liquidity needs are met.

    + Work closely with cross-functional teams to map existing financial systems and processes.

    + Identify areas for process or system improvement and implement enhancements to streamline financial operations.

    + Ad hoc support, as required.

    **Education and Experience**

    + Bachelor’s degree from four-year college or university in Finance or Accounting.

    + Minimum 1-3 years finance or accounting experience in a corporate environment.

    + Budget and reforecast experience required.

    **Knowledge, Skills and Abilities**

    + Good analytical abilities around finance principles

    + Consistently detail-oriented and meticulous in number analysis and review

    + Excellent internal and external customer service skills and approachability

    + Ability to work in a high-stress environment with demanding deadlines and changing priorities.

    + Proficient in defining problems, collecting data, establishing facts and drawing valid conclusions.

    + Ability to effectively develop presentations and communicate findings to staff and management.

    + Ability to work in an independent, proactive and cooperative fashion with professionals at all levels of the company.

    + Strong technical and operational aptitude, including broad-based awareness of a variety of analytical, metric-oriented tools and procedures.

    + Ability to read, analyze and interpret common financial reports and legal documents.

    + Advanced ability with Microsoft Office Suite, especially Excel.

    + Fluency with spreadsheets, accounting software, database software, and CRM software

    + Commitment to Antech’s Five Principles: Quality, Responsibility, Mutuality, Efficiency and Freedom.

    **Working Conditions**

    The associate is regularly required to apply manual dexterity, including hand/wrist flexibility, for computer keyboarding. The associate frequently is required to sit for extended periods of time, stand, walk, and reach with hands and arms. The associate is frequently required to hear and speak in order to use the telephone, deliver presentations and communicate with people in an office or virtual environment. The associate is occasionally required to sit and stoop, bend, kneel, or crouch. The associate must occasionally lift and/or move up to 15 pounds.

    The associate will primarily work in a typical office environment or a remote home office. The noise level in the work environment is usually moderate. The associate will be required to use a computer, spreadsheets, data base management, email, video conferencing and the Internet. The associate is frequently required to use a calculator; fax, copy machine, and phone system. The associate must occasionally use media equipment such as an overhead projector, PowerPoint, and Microsoft Teams. Pets may be present in office environment.

    The Target Pay Range for this position is $57,400 -$70,000 annually. At Antech, pay decisions are determined using factors such as relevant job-related skills, experience, education, training and budget.

    Antech offers an industry competitive benefits package and continues to invest in and evolve benefits programs that meet the health, wellness and financial needs of our associates.

    Full-time employees are eligible for the following benefits and more:

    + Medical, Dental, Vision (multiple plans available)

    + Basic Life (company paid) & Supplemental Life

    + Short and Long Term Disability (company paid)

    + Flexible Spending Accounts/Health Savings Accounts

    + Paid Parental Leave

    + 401(k) with company match

    + Paid Time Off & Holidays

    + Tuition/Continuing Education Reimbursement

    + Life Assistance Program

    + Pet Care Discounts

    + Several other health and wellness benefits

    We are a rapidly growing, stable company with excellent advancement opportunity. We offer a great benefits package and associate pet health benefits too! If you are passionate about animal healthcare, are motivated by making a difference we want to hear from you!

    We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at Antech Careers (https://www.antechdiagnostics.com/about/careers/)


    Employment Type

    Full Time

  • Senior Contact Center Planning Analyst
    Wells Fargo    PHOENIX, AZ 85067
     Posted 1 day    

    **About this role:**

    Wells Fargo is seeking a Senior Contact Center Planning Analyst as part of Consumer and Small Business Banking Operations. Learn more about our career areas and lines of business at wellsfargojobs.com .

    **In this role, you will:**

    + Direct timely and accurate functional, regional and site call center planning work

    + Assist functional manager with the design of staffing and schedules needed to support operational needs and capacity planning

    + Complete research work for site, regional or enterprise queues and workgroups

    + Develop and deliver communication for enterprise team for ongoing changes in staffing and forecasting strategies

    + Identify and recommend opportunities for process improvement and risk control development

    + Provide feedback and training to specialists and analysts

    + Address scheduling issues, including absences and tardiness

    + Present input to managers regarding individual staff performance

    + Make decisions and resolve issues to meet business objectives

    + Interpret policies, procedures, and compliance requirements

    + Collaborate and influence all levels of professionals including more experienced managers

    + Lead team to achieve objectives

    **Required Qualifications:**

    + 4+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Experience forecasting inbound and back office using Workforce Management tools such Verint/Avaya or Alvaria/Aspect

    + Experience with process improvement, and measurements

    + Knowledge and understanding of call center operations

    + Ability to develop partnerships and collaborate with other business and functional areas

    + Provide guidance through mentoring, training, and development

    + Strong analytical skills, including data management. Able to perform analysis and deliver to management calling out risk or opportunities

    + Ability to take initiative, identify opportunities and implement change

    **Job Expectations:**

    + Willingness to work on-site at one of the specific locations included in this job posting. Current expectations are 3 days minimum a week on site as a Hybrid Schedule.

    **Location:**

    + 1525 W W T Harris Blvd CHARLOTTE, NC 28262-8522

    + 4101 Wiseman Blvd Bldg 106 SAN ANTONIO, TX 78251

    + 2800 S Price Rd., Bldg. D, Chandler, AZ 85286

    + 2202 W Rose Garden Ln PHOENIX, AZ 85027

    + 800 S Jordan Creek Pkwy West Des Moines, IA 50266

    + 1301 Solana Blvd Bldg 1 Ste 1100 Westlake , TX 76262

    + 7711 Plantation Rd ROANOKE, VA 24019-3224

    **Posting End Date:**

    12 May 2024

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

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    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.

    Candidates applying to job openings posted in US: 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.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-364891-3

    **Updated:** Sun May 05 00:00:00 UTC 2024

    **Location:** PHOENIX,Arizona


    Employment Type

    Full Time

  • Senior Contact Center Planning Analyst
    Wells Fargo    CHANDLER, AZ 85286
     Posted 1 day    

    **About this role:**

    Wells Fargo is seeking a Senior Contact Center Planning Analyst as part of Consumer and Small Business Banking Operations. Learn more about our career areas and lines of business at wellsfargojobs.com .

    **In this role, you will:**

    + Direct timely and accurate functional, regional and site call center planning work

    + Assist functional manager with the design of staffing and schedules needed to support operational needs and capacity planning

    + Complete research work for site, regional or enterprise queues and workgroups

    + Develop and deliver communication for enterprise team for ongoing changes in staffing and forecasting strategies

    + Identify and recommend opportunities for process improvement and risk control development

    + Provide feedback and training to specialists and analysts

    + Address scheduling issues, including absences and tardiness

    + Present input to managers regarding individual staff performance

    + Make decisions and resolve issues to meet business objectives

    + Interpret policies, procedures, and compliance requirements

    + Collaborate and influence all levels of professionals including more experienced managers

    + Lead team to achieve objectives

    **Required Qualifications:**

    + 4+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Experience forecasting inbound and back office using Workforce Management tools such Verint/Avaya or Alvaria/Aspect

    + Experience with process improvement, and measurements

    + Knowledge and understanding of call center operations

    + Ability to develop partnerships and collaborate with other business and functional areas

    + Provide guidance through mentoring, training, and development

    + Strong analytical skills, including data management. Able to perform analysis and deliver to management calling out risk or opportunities

    + Ability to take initiative, identify opportunities and implement change

    **Job Expectations:**

    + Willingness to work on-site at one of the specific locations included in this job posting. Current expectations are 3 days minimum a week on site as a Hybrid Schedule.

    **Location:**

    + 1525 W W T Harris Blvd CHARLOTTE, NC 28262-8522

    + 4101 Wiseman Blvd Bldg 106 SAN ANTONIO, TX 78251

    + 2800 S Price Rd., Bldg. D, Chandler, AZ 85286

    + 2202 W Rose Garden Ln PHOENIX, AZ 85027

    + 800 S Jordan Creek Pkwy West Des Moines, IA 50266

    + 1301 Solana Blvd Bldg 1 Ste 1100 Westlake , TX 76262

    + 7711 Plantation Rd ROANOKE, VA 24019-3224

    **Posting End Date:**

    12 May 2024

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

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    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.

    Candidates applying to job openings posted in US: 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.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-364891-2

    **Updated:** Sun May 05 00:00:00 UTC 2024

    **Location:** CHANDLER,Arizona


    Employment Type

    Full Time

  • OPERATIONS RESEARCH ANALYST
    Defense Information Systems Agency    Fort Huachuca, AZ 85670
     Posted 1 day    

    Summary This position is being recruited under 10 USC 1599f into the Cyber Excepted Service and does NOT convey eligibility to be converted to the Competitive Service. It has been identified as a position necessary to carry out and support the mission of the US Cyber Command. It is in the Professional Work Category at the Senior Work Level within the CES Occupational Structure. It is located in the DISA EII/JITC INTEROPERABILITY TEST CMD. Responsibilities Serves as principal ORSA advisor and statistician responsible for the analysis and evaluation of test derived data. Researches and recommends test designs and analytical approaches for the operational test and evaluation of network-centric information systems and technologies. Ensures data collection, reduction, and analysis is rigorous and defensible, providing accurate and timely results. Provides expert opinions and informed judgements/recommendations to affect efficient and effective test and evaluation policies, processes, and procedures. Apply science-based statistical and analytical methods such Design of Experiments and accepted survey best practices to ensure test adequacy and accuracy of findings. Requirements Conditions of Employment Qualifications In order to qualify for this position, you must meet the requirements described below. Basic Requirements: Degree: in operations research; or at least 24 semester hours in a combination of operations research, mathematics, probability, statistics, mathematical logic, science, or subject-matter courses requiring substantial competence in college-level mathematics or statistics. At least 3 of the 24 semester hours must have been in calculus. Qualifying Experience: To qualify at the GG-13 level, your resume must describe at least one year of experience that demonstrates the competencies necessary for immediate success in the position. Experience refers to any paid or unpaid experience, including volunteer work and Military service, that would be considered equivalent to work normally performed at the next lower grade level in the federal service. For this position, qualifying experience is defined as: Experience with theories of applied statistical methods and operations research to the relating to Information Technology Systems. . Candidates must describe how they meet the qualifying experience and/or selective placement factor(s) within the body of their resume. All qualifications must be met within 30 days after the closing date of this announcement. Education There is no substitution of education for the qualifying experience at the GG-13 grade level. To be creditable, education must have been obtained in an accredited college or university. You must report only attendance and/or degrees from schools accredited by accrediting institutions that are recognized by the U.S. Department of Education. Foreign Education: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by the National Association of Credential Evaluation Services at the time of application. National Association of Credential Evaluation Services. Additional Information If you are a current Federal Career/Career-Conditional employee, you will be placed on an Excepted appointment. This appointment does not confer eligibility to be non-competitively converted to an appointment in the competitive service. A three-year trial period may be required if you have not previously completed a trial or probationary period in the excepted or competitive service. Telework availability will be based upon the mission requirements and supervisory determination. Individuals tentatively selected for drug testing designated positions at the Defense Information Systems Agency will be required to submit to urinalysis for illegal drugs prior to appointment or placement. We may use this announcement to fill additional vacancies within 90 days of the closing date. The Tax Cuts and Jobs Act of 2017 makes certain reimbursements/payments taxable. For information on these changes and the Relocation Income Tax Allowance (RITA), for which some appointees are eligible, click here. Recruitment, relocation, or retention incentives MAY be authorized. The incumbent must obtain Acquisition certification in the Test and Evaluation Functional Area at the Practitioner Functional Tier within 60 months of entry into this position, in accordance with DoD Instruction 5000.66, Defense Acquisition Workforce Education, Training, Experience, and Career Development Program. The incumbent must also achieve 80 hours of Continuous Learning Points (CLPs) every two years in accordance with the 4th Estate Director for Acquisition Career Management (DACM) Common Continuous Learning Cycle (unless prorated) from the time they are appointed to an Acquisition Workforce position, both while working toward and after obtaining the required certification. The Department of Defense (DoD) policy on employment of annuitants issued March 18, 2004, will be used in determining eligibility of annuitants. It applies to former Federal civilian employees receiving a retirement annuity from the Civil Service Retirement and Disability Fund that are hired within the DoD on or after November 24, 2003. The policy also applies to annuitants (appointed in DoD on/or after November 24, 2003) who move from one position to another within DoD through voluntary reassignment, promotion, change to lower grade or transfer between military departments. Please see this policy here. PPP Application Based Preference Eligibles (Military Reserve and National Guard technicians, Military Reserve and National Guard technicians receiving disability retirement, and Retained Grade employees) will receive priority consideration at the full performance level only. Because this position is in the Cyber Excepted Service, Veterans' Preference will be applied to preference eligible candidates, as defined by Section 2108 of the Title 5 U.S.C. in accordance with the procedures provided in DoD Instruction 1400.25, Volume 3005, "CES Employment and Placement." If you are a veteran claiming veteran's preference, as defined by Section 2108 of Title 5 U.S.C., you must submit documents verifying your eligibility with your application package. For more information on veterans' preference, click here. For more information regarding qualifications requirements, click here. All applicants are encouraged to apply electronically. If you are unable to apply on-line, you may contact 317-212-0454 for assistance.


    Employment Type

    Full Time

  • Wealth Management Compliance Officer
    First International Bank and Trust    Phoenix, AZ 85067
     Posted 2 days    

    Wealth Management Compliance Officer

    Department: Corporate

    Location: Phoenix, AZ

    PT/FT/Temporary : Full Time

    START YOUR APPLICATION (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=2972590&source=2972590-CJB-0)

    First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are currently seeking an experienced and detail-oriented Wealth Management Compliance Officer to join our team at First International Bank and Trust. This role is crucial to ensuring that our company adheres to all relevant regulations and compliance standards within the wealth management industry.

    Key Responsibilities

    + Provide expert advice, information, and specialized training to the Wealth Management Risk Manager (WMRM), governance committees, senior leaders, and team members on complex risk management and fiduciary compliance issues.

    + Identify and evaluate proposed changes in fiduciary and ERISA laws, regulations, and industry best practices and support the WMRM in advising senior leadership, governance committees and the board of projected impacts on line of business policies, procedures operating practices and strategic objectives.

    + Provide support to the WMRM in creating and maintaining comprehensive policies and procedures that reflect evolving laws, regulations and industry best practices.

    + Lead a collaborative process with team members to identify, measure, prioritize and manage risks that may affect the line of business and its ability to execute the business plan and achieve strategic objectives.

    + Providing significant support to the WMRM in creating and maintaining risk-based compliance testing programs and ensuring successful execution of the board-approved testing plan, which has been designed to evaluate compliance with applicable laws, regulations, industry best practices, and internal policies and procedures.

    + Provide support to the WMRM in administering the line of business Secrecy Act Anti-Money Laundering (BSA/AML) Program.

    + Administer a risk-based compliance oversight process for other matters of high-importance to government regulators.

    + Participate in line of business ongoing business planning process.

    + Assist in coordinating responses to pre-examination and pre-audit information requests and actively interfacing with examiners and auditors during their on-site examinations and audits.

    Qualifications

    + Bachelor-s degree in accounting, finance, economics, business, or a juris doctorate degree from an accredited college or university; a minimum of five years risk management and/or compliance experience in trust, employee benefits, wealth management, or asset management; or equivalent combination of education and experience is required.

    + Candidate must be knowledgeable about enterprise risk management, laws (state and federal), regulations and industry best practices pertaining to trust, employee benefits, wealth management, investments, and asset management activities.

    + Certified Fiduciary & Investment Risk Specialist (CFIRS) or similar industry designation is strongly preferred.

    First International Bank and Trust is a family-owned full-service Community Bank with locations in ND, MN, SD, and AZ.

    We show our employees we care by providing competitive benefits, training, and growth opportunities. Here are the things we offer within our full-time benefits package:

    + Generous PTO and Holiday pay

    + Health, Dental & Vision

    + 401K Retirement Plan with Employer Match

    + Paid Parental Leave

    + Life and Disability Insurance

    If you are interested in learning more, you can apply or if you have questions before applying you can reach out directly to [email protected].

    Equal Opportunity Employer

    START YOUR APPLICATION (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=2972590&source=2972590-CJB-0)


    Employment Type

    Full Time

  • Information Security Analyst
    DLA Piper    Phoenix, AZ 85067
     Posted 2 days    

    _DLA Piper 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, or status as a protected veteran. Job applicant poster viewing center (https://mandatoryview.com/?LicenceId=09b17fa3-b781-4022-bfdd-ec61a570463c&ProductType=OnlineApplicant) ._

    DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what we can achieve. Together.

    If you are a highly talented Information Security Analyst, we want to hear from you!

    This position is remote, candidates may be required on occasion to visit the local office when/if needed.

    Minimum Requirements:

    + Bachelor’s degree in information security, cybersecurity, computer science, or a related field

    + 4 years’ experience in IT or security

    + Detailed experience of TCP/IP

    + Strong understanding of Windows and Unix operating systems

    + Experience scripting in PowerShell, Perl, or Python

    + Significant experience with logging and alerting platforms, including SIEM integration

    + Knowledge of incident response methodologies and technologies

    + Understanding of common malware threats as well as typical attack chain

    + Understanding of the common technologies found in enterprise IT environments, including datacenter and Internet edge technologies

    + Ability to work effectively in a fast-paced environment

    + Ability to understand vulnerabilities at a technical level and capable of recommending and effectively communicating mitigation strategy

    + Experience managing and monitoring endpoint protection solutions, vulnerability scanners, and other security tools.

    + Knowledge of advanced persistent threats (APTs), associated tools and tactics used by threat actors, and mitigating practices

    + Ability to participate in a rotating on-call schedule

    Preferred Requirements:

    + 5 years’ experience in IT or security

    + Relevant security certifications

    + Experience operating in and complying with ISO 27001:2013

    + Good organization skills to balance and prioritize work

    + Strong problem-solving and analytical skills

    + Strong communication skills, both verbal and written skills

    + Strong familiarity with Microsoft 365. Windows desktop and server operating system

    + Knowledge of secure development practices and the OWASP Top 10

    + Familiarity with regulatory frameworks such as NIST/CMMC, ISO 27001, and HIPAA/HITECH

    What will your day look like?

    As an Information Security Analyst, you will align security alert review and hunting to the prescribed Incident Response Playbook. You will conduct limited investigations into possible security breaches at firm sites using high-fidelity alerts and tools within the environment, MDR, and online. You will review alerts generated by security detection tools, correlate with device logs, packet capture, and all forms of telemetry, and interprets data. You will also maintain up-to-date information in alert handling tools. Where firm SLA governs timing, the analyst must work within the timing bounds to acknowledge and resolve alerts. You will protect client and firm data vigilantly, ensuring proper handling and protection electronically, physically, and verbally.

    As a member of the Information Security department, you will focus on providing the best cybersecurity protections and posture through active research, discovery, collaboration, and teamwork. Responsible for security functions, investigations, and incident response. The Information Security Analyst supports security operations and proactively monitors the enterprise security and risk posture of production systems and infrastructure while identifying and escalating potential incidents or anomalies for further investigation. The ideal candidate must be able to work independently and have project management skills.

    Key areas of knowledge include access control and authorization, vulnerability management, intrusion prevention and detection, network security, encryption, endpoint protections, incident response, and risk mitigation. Your primary responsibilities will include reviewing and analyzing alerts and logs from firewalls (FW), endpoint protection tools (e.g., antivirus, DLP), SIEM, and other security threat data sources to gain awareness and report on potentially suspicious and anomalous activity. You will assist in the investigation and remediation of security events and/or incidents, participate in the design and execution of vulnerability and risk assessments, penetration tests, and security audits (e.g., HITRUST, SOC2), and work closely with technology and business teams to document and track remediation of known security issues.

    You will perform security reviews of new systems or applications being onboarded and assess the security impact of changes to systems or applications as part of the change management process. You will also assist in the execution of ongoing security compliance activities and reviews and track the completion of security and privacy awareness training for existing staff and new hires. You will research security enhancements and make recommendations to management, and stay current on information security trends and news. You will monitor existing tickets and manage resolutions as well as prioritize information security issues and work on multiple tasks concurrently.

    To learn more about DLA Piper, please visit our website (https://www.dlapiper.com/en/us/) .

    We offer exceptional career opportunities in an environment that is challenging, rewarding, and, we believe, truly different from our competitors. Our employees enjoy a competitive benefits package and a dynamic and diverse environment in which they can build a long and fruitful career and reap the rewards of their success.

    General & Essential Job Expectations

    While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to:

    + Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties;

    + Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner;

    + Provide timely, accurate, and quality work product;

    + Successfully meet deadlines, expectations, and perform work duties as required;

    + Foster positive work relationships;

    + Comply with all firm policies and practices;

    + Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed;

    + Perform all other duties, tasks or projects as assigned.

    Our employees are expected to embrace and uphold our firm values as a part of our DLA Piper culture. We are committed to excellence in how we represent our clients and develop our people.

    Physical Demands, Work Environment, and Other Requirements

    Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.

    Application Process:

    If you have a request for an accommodation during the application process or have any questions about the process, please contact [email protected] . Please add [email protected] to your list of safe senders.

    Applicants must apply directly online instead of sending application materials via email.

    Agency applications will not be considered.

    **Job:** _Information Technology_

    **Organization:** _Information Security_

    **Title:** _Information Security Analyst_

    **Location:** _Maryland-Baltimore_

    **Requisition ID:** _23000569_

    **Other Locations:** _United States-Virginia-Reston, United States-District of Columbia-Washington, United States-Florida-Miami, United States-New Jersey-Short Hills, United States-Pennsylvania-Philadelphia, United States-Florida-Tampa, United States-Texas-Houston, United States-Arizona-Phoenix, United States-New Jersey-Northfield, United States-Texas-Dallas, United States-Georgia-Atlanta, United States-Illinois-Chicago, United States-Delaware-Wilmington, United States-Minnesota-Minneapolis, United States-North Carolina-Raleigh, United States-Texas-Austin, United States-Massachusetts-Boston_


    Employment Type

    Full Time

  • Information Security Analyst
    American Express    Phoenix, AZ 85067
     Posted 2 days    

    **Description**

    **You Lead the Way. We’ve Got Your Back.**

    With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

    At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

    Join Team Amex and let's lead the way together.

    As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development. Find your place in technology of #TeamAmex.

    **Security Incident Response/Threat Intelligence**

    + Act as the front line of defense at American Express protecting the brand, employees, assets and card members across the globe against threats 24/7/365

    + Minimize risk of cyber-attacks and focus on detection and response of threats

    + Monitor, detect, and respond to security events and incidents that affect AXP globally

    **Infrastructure, Application, and Network Security**

    + Drive risk reduction through the rapid identification and remediation of vulnerabilities across the enterprise

    + Deliver secure network solutions that enable secure operations and highly available products and services for our customers

    + Safeguard AXP data, customers, and brand through continuous monitoring and testing of production application environments

    **Data Loss Prevention**

    + Protect our customers, partners, and colleagues from the loss of sensitive information through normal business processes and/or malicious actors

    + Monitor and block sensitive data loss where legally permissible

    **Identity and Access Management/Authentication**

    + Deliver centralized Enterprise Identity and Access Management products

    + Provide authentication, authorization, and full lifecycle management capabilities

    + Reduce, manage, and monitor risk associated with identity and access to AXP resources

    **Cryptography/Encryption Services**

    + Protect all forms of sensitive information, on all platforms, resulting in protection of the Brand and information assets, and regulatory compliance

    + Deliver cryptographic and key management solutions, and manage and operate secure cryptographic platforms

    + Drive continuous enhancement to data protection

    **Governance, Risk, Compliance**

    + Bridge traditional boundaries between cyber and IT risk and expanding partnerships with IT and the business to drive risk reduction in the enterprise

    + Innovate Risk Management through enhancements in tooling and automation of processes; expand the capabilities of technology risk management

    + Extend risk management and control expertise beyond the information security domains into IT development organizations and the business

    Our Information Security Analysts are equipped to prepare, prevent, detect, respond and recover cyber security events. Beyond analysis, they provide insight, direction, and leadership that makes American Express one of the most respected companies in the world.

    **Key Responsibilities and Example Tasks**

    + Assists in developing, implementing and monitoring compliance to AXP and Information security policies, standards and procedures, and other policies and standards as appropriate

    + Prepares materials (reports, presentations, spreadsheets, etc) on information security to help develop scenarios, response procedures, and to enable informed decision-making; verify completeness, accuracy and relevance of data gathered

    + Utilizes tools and documented processes to ensure consistency and optimization of information security processes; work in support of efforts to measure and improve information security processes

    + Maintains internal documentation library, ensuring that process and other documentation is regularly updated to reflect the latest operational processes and requirements

    + Provides analytical support as needed for issue management, project assessments, and reporting

    + Participates in the evaluation of products and/or procedures to improve productivity and effectiveness

    + Supports the analysis of underlying trends and action plans associated with information security and other domains

    + Test Security tool implementations, and assist enterprise customers in adoption of security

    + Education in Cyber Security or similar academic training

    + Strong work prioritization, planning, and interpersonal skills

    + Knowledge or awareness in information security, compliance, assurance, and/or other security standard methodologies and principles

    + Familiarity with security data analysis using analytic tools such as Excel, SQL, other query languages

    **Qualifications**

    Salary Range: $85,000.00 to $150,000.00 annually bonus benefits

    The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.

    We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

    + Competitive base salaries

    + Bonus incentives

    + 6% Company Match on retirement savings plan

    + Free financial coaching and financial well-being support

    + Comprehensive medical, dental, vision, life insurance, and disability benefits

    + Flexible work arrangements and schedules with hybrid and virtual options with Amex Flex

    + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

    + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

    + Free and confidential counseling support through our Healthy Minds program

    + Career development and training opportunities

    For a full list of Team Amex benefits, visit our Colleague Benefits Site .

    At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

    American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

    We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

    US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and supplement and the Pay Transparency Policy Statement.

    If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

    GHC SHPE AfroTech

    **Job:** Technologies

    **Primary Location:** US-Arizona-Phoenix

    **Other Locations:** US-Utah-Sandy, US-Florida-Sunrise, US-New York-New York, US-California-Palo Alto

    **Schedule** Full-time

    **Req ID:** 23009129


    Employment Type

    Full Time

  • Senior Financial Planning Analyst
    Wolters Kluwer    Phoenix, AZ 85067
     Posted 2 days    

    Senior Financial Planning Analyst

    **Wolters Kluwer**

    **USA-FL-Remote**

    With nearly two centuries of experience, Wolters Kluwer provides information and professional services for accounting, audit, business, compliance, finance, healthcare, legal, risk, and tax industries. Founded in 1836, we offer expert solutions backed by deep domain knowledge and specialized, intelligent technology to help clients make important decisions.

    **Wolters Kluwer CPESG, TeamMate** division is looking for a **Sr. Financial Analyst** USA - Remote

    As the **Senior** **Financial Analyst** , you will be responsible for reporting, budgeting, and forecasting, along with financial analysis of projects for Wolters Kluwer TeamMate (CPESG division). Interaction with all levels of this global organization will be required. You will report to the Finance Associate Director of Financial Planning & Analysis in this role. To be successful in this position, you must be detail-oriented, well organized, demonstrate critical thinking and a problem solver. In this role, it is expected that you will have a balanced blend of analytical and data skills, along with solid accounting. #LI-Remote.

    **You Will:**

    + **Essential function, duties, and responsibilities:**

    + Responsible for the annual budget and all other planning/forecasting cycle information for CPESG’s TeamMate USLATAM business, including preparation of detailed analysis of revenue, cost of revenues, operational expenses, and headcount.

    + Provide support to the company in areas such as the development of Business Cases, Product Line Reporting, and Product/Customer Profitability. This includes compiling information and making recommendations by providing alternate solutions to Business Unit Management.

    + Oversee month end process providing trend analysis of revenue, gross margins, operational expenses, and headcount. Provide variance analysis and reporting of KPIs to business stakeholders to ensure spending management.

    + Provide quantitative ad-hoc analysis and reporting for management.

    + Primary liaison for financial modelling and analysis support for US-based directors and managers.

    + Interpret and analyze complex management information and recommend solutions to problems.

    + Collaborate with other team members, team leaders and management.

    + Maintain confidentiality of sensitive information.

    + Assists with process improvement as it relates to areas of expertise.

    + Maintaining workflow and priorities.

    **You Have:**

    + **Job Qualifications (Minimum):**

    + **Education** : bachelor’s degree in accounting, Finance, Business Management, or related field

    + **Experience** : A minimum of 3 years of experience working as a Financial Analyst or in a similar role

    + **Must be** legally authorized to work in the **USA.** **Preferred Experience Knowledge, Skills, or Certifications (Minimum):**

    + Proficient in financial management software such as Tagetik, Hyperion, SAP, or similar financial systems.

    + Experience working with and communicating with all levels of management.

    + Ability to develop appropriate recommendations and form solid judgments from historical data.

    + Experience working under strict time constraints.

    **Benefits:**

    A comprehensive benefits package that begins your first day of employment. **Additional Information:** Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including **Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave** . Full details of our benefits are available - https://www.mywolterskluwerbenefits.com/index.html

    **Diversity Matters:**

    Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

    EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.


    Employment Type

    Full Time


Related Careers & Companies

Business & Professional Industries

Not sure where to begin?

Match Careers with Interests

Career Exploration

Browse by Area of Interest