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

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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

134

Current Available Jobs

17,410

Projected job openings through 2030


Sample Career Roadmap

Investment Fund Managers

Supporting Programs

Investment Fund Managers

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Central Arizona College
  Coolidge, AZ 85128      Degree Program

Central Arizona College
  Coolidge, AZ 85128      Degree Program

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 Contact Center Planning Analyst
    Wells Fargo    PHOENIX, AZ 85067
     Posted about 19 hours    

    Wells Fargo is seeking a Senior Contact Center Planning Analyst as part of Consumer and Small Business Banking Customer Care Operations Team. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

    **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:**

    + 2+ year of call center experience

    + Knowledge and understanding of scheduling or work force management software

    + Ability to organize and delegate work to others

    + Knowledge of Workforce Management systems

    + Ability to communicate effectively, in both written and verbal formats, with senior leaders

    + Leadership experience including coaching, training, and mentoring

    + Strong analytical skills with high attention to detail and accuracy

    + Strong collaboration and partnering skills

    + Excellent verbal, written and interpersonal communication skills

    + Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

    + Strong organizational, multi-tasking, and prioritizing skills

    + Proficiency in Excel and other Microsoft Office products (Power Point, Word, Access)

    **Job Expectations:**

    + This role offers a hybrid schedule

    **Posting End Date:**

    3 Apr 2025

    **_*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 (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-444533


    Employment Type

    Full Time

  • Information Security Analyst
    TEKsystems    Phoenix, AZ 85067
     Posted about 19 hours    

    Description

    We are seeking an Information Security Engineer to work with lines of business and technology teams to ensure Information Security Baselines are comprehensive, complete, and accurate, ensuring a secure configuration for the applications used by our client. The ideal candidate will have many years of experience working across multiple technology disciplines including Operating Systems, Databases, Networking devices, etc., and possess an innate curiosity for how things work and a desire to learn new technologies quickly and frequently.

    This is a governance role. The candidate will oversee that baselines meet certain criteria and align with industry best practices, etc, but they will not be the one to ‘create’ the baseline. They do however need to possess a high technical acumen to be able to explain to other technologists why a given parameter is required from a technical security perspective, because this role may have to credibly challenge a given security parameter.

    Participate in security consulting on small projects for internal clients to ensure uniformity with corporate information, security policy, and standards. Track or remediate vulnerabilities and security issues. Review and correlate security logs. Assist with the design, documentation, testing, maintenance, and troubleshooting of security solutions related to networking, cryptography, cloud, authentication and directory services, email, internet, applications, and endpoint security. Provide technical support for security related issues. Utilize industry leading security solutions and best practices to implement one or more components of information security such as availability, integrity, confidentiality, risk management, threat identification, modeling, monitoring, incident response, access management, and business continuity. Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals. Interface with more experienced technologists. Required Qualifications: 2+ years of Information Security Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

    Additional Skills & Qualifications

    This position is designed to assure industry best practices and standards are accounted for alongside with documenting a comprehensive set of parameters that are used to secure applications and systems at our client

    Experience Level

    Intermediate Level

    Pay and Benefits

    The pay range for this position is $41.09 - $41.09/hr.

    Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision• Critical Illness, Accident, and Hospital• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available• Life Insurance (Voluntary Life & AD&D for the employee and dependents)• Short and long-term disability• Health Spending Account (HSA)• Transportation benefits• Employee Assistance Program• Time Off/Leave (PTO, Vacation or Sick Leave)

    Workplace Type

    This is a hybrid position in Phoenix,AZ.

    Application Deadline

    This position is anticipated to close on Apr 4, 2025.

    About TEKsystems:

    We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

    The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.


    Employment Type

    Full Time

  • J.P. Morgan Wealth Management - Private Client Advisor - Mesa, AZ (Power and Main)
    JPMorgan Chase    Mesa, AZ 85213
     Posted about 19 hours    

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

    **Job responsibilities**

    + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity

    + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

    + Demonstrate a deep understanding of financial markets and sound business judgement

    + Exhibit unwavering integrity that points toward doing right by clients at every opportunity

    + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

    + Provide a holistic view of clients' needs and financial coaching beyond investments

    + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

    **Required qualifications, capabilities, and skills**

    + At least 2 years in a Financial Advisor role or equivalent financial services experience

    + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

    + Demonstrated ability and commitment to goals-based planning and advice

    + A valid and active Series 7

    + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

    + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

    **Preferred qualifications, capabilities, and skills**

    + Certified Financial Planning (CFP®) certification is preferred

    + Bachelor's degree preferred

    INVESTMENT AND INSURANCE PRODUCTS ARE:

    • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

    Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • IAM Risk Triage Lead Information Security Analyst
    Wells Fargo    CHANDLER, AZ 85286
     Posted 2 days    

    **About this role:**

    Wells Fargo is seeking a IAM Triage Lead Analyst (Lead Information Security Analyst) in Cybersecurity as part of Identity Access Management. Learn more about career areas and business divisions at wellsfargojobs.com

    This role is responsible for investigating highly complex IAM issues and needs that require in depth knowledge of IAM processes, tools, and technologies at Wells Fargo to solve, ensuring rapid and accurate diagnosis and root cause assessment. This resource will advise projects or remediation activities by creating designs and strategies to meet the goals of the issue within triage.

    **In this role, you will:**

    + **Triage**

    + Lead the assessment and resolution of complex IAM issues and needs ensuring proper categorization and resolution.

    + Perform detailed investigations to determine root cause and recommend solutions to prevent recurrence.

    + **Process Improvement:**

    + Assess complex IAM process issues to identify and mitigate risks, potential improvements, and efficiency enhancements to prevent recurrence.

    + Partner with the IAM Governance and Operations team to analyze IAM metrics to identify trends and areas for improvement.

    + Collaborate with product and engineering teams to define and design solutions, implement fixes and process improvements.

    + **Technical Leadership:**

    + Provide expert guidance in resolving complex IAM Issues

    + **Collaboration:**

    + Partner with IAM, Cyber and the broader Wells Fargo Technology (WFT) organization to resolve highly complex issues that involve identity and access management.

    + Provide data driven feedback to IAM product teams to help improve product quality, system or process resilience and user experience.

    + **Risk Management:**

    + Partner with IAM Governance and Risk partners to ensure proposed solutions to complex IAM issues address underlying risk, satisfy policy and regulatory requirements.

    + **Documentation:**

    + Develop and maintain detailed documentation of issues, resolutions, and process improvements to help contribute to knowledge base/best practices.

    **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

    + 5+ years of experience in Identity and Access management, with a focus on triage, troubleshooting and resolution.

    **Desired Qualifications:**

    + Experience with IAM Technologies and Tools (i.e., Authentication: Ping, Okta, MS Azure Active Directory); IGA: SailPoint; PAM: CyberArk, Beyond Trust, MFA: RSA Secure ID, Directory Services: MS Active Directory; Open LDAP; API Security and Access Management: Apigee, OAuth; Identity Analytic Tools: Gurucul, Saviynt;)

    + Strong understanding of IAM security principles, processes, and best practices such as principle of least privilege and zero-trust architecture

    + Proficient in Database, Cloud and OS security and principles

    + Deep understanding of Access Control and Authentication concepts such as Role-Based Access Control (RBAC), Identity Federation and Kerberos authentication protocols

    + Strong analytical and problem-solving skills

    + Ability to query and analyze data in databases and log files.

    + Proficiency in scripting languages such as PowerShell or Python

    + Experience with Cloud-based IAM Solutions such as MS Azure AD, OpenShift and Google Cloud

    + Excellent communication and people skills

    + Ability to work under pressure and manage multiple priorities

    + Experience and fluency in Financial Services and Technology

    **Locations:**

    + 300 S Brevard St. - Charlotte, North Carolina

    + 1525 W WT Harris Blvd. - Charlotte, North Carolina

    + 2600 S Price Rd. - Chandler, Arizona

    + 550 S 4th St. - Minneapolis, Minnesota

    + 800 S Jordan Creek Pkwy - West Des Moines, Iowa

    + 1301 Solana Blvd. - Westlake, Texas

    + 194 S Wood Ave - Iselin, New Jersey

    **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

    + 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 - $217,200.00

    **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:**

    31 Mar 2025

    ***** **_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.

    **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-445201


    Employment Type

    Full Time

  • Mid-Level Financial Analyst (4192)
    SMX    Phoenix, AZ 85067
     Posted 2 days    

    Mid-Level Financial Analyst (4192)at SMX(View all jobs) (https://www.smxtech.com/careers/)

    United States

    SMX is seeking a **Mid-Level Financial Analyst** that will independently provide client services, leveraging deep financial expertise within our organizational framework. This role specifically involves coordinating the system setup, financial oversight, and financial project support for commercial subcontractors within the Enterprise System Solutions (ESS) business unit. Responsibilities include coordinating and tracking all subcontractors working on ESS programs.

    **Essential Duties & Responsibilities**

    + Maintains a subcontractor matrix and collaborates closely with project management teams to manage subcontractor funding.

    + Administer the Costpoint Subcontractor Module for accurate timekeeping and track subcontractor expenses against awarded funding.

    + Interfacing with various functional organizations, such as Contracts, Subcontracts, Finance, Accounts Payable, and Procurement.

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

    + Possess excellent oral and written communication skills.

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

    + Possess excellent organization skills.

    **Required Skills/Experience**

    + **Deltek Costpoint experience is required** .

    + A minimum of 5 years of related experience is required, along with a bachelor’s degree.

    + Experience must include project cost control, financial management, contract interpretation, and budget development, including financial data analysis and reconciliation of estimations versus actuals.

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

    + Experience and knowledge of Joint Travel Regulations (JTR) rules and guidelines are necessary.

    + Proficiency in Microsoft Office Suite, including Excel, PowerPoint, Word, SharePoint, and Teams, is required.

    **Desired Skills/Experience**

    + Experience with Costpoint Subcontractor Module preferred.

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

    **Application Deadline: March 28, 2028**

    \#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:

    $75,700—$126,000 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.

    All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information.

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


    Employment Type

    Full Time

  • Sr. Financial Analyst Accounting
    RTX Corporation    Tucson, AZ 85702
     Posted 2 days    

    **Date Posted:**

    2025-03-26

    **Country:**

    United States of America

    **Location:**

    AZ807: RMS AP Bldg 807 1151 East Hermans Road Building 807, Tucson, AZ, 85756 USA

    **Position Role Type:**

    Onsite

    **About Us:**

    At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world.

    **Job Summary:**

    This position is an excellent career-building opportunity for a self-motivated, flexible and energetic team player. It offers the opportunity to help develop optimum solutions for business challenges and to develop a broad network of contacts within Raytheon, Corporate Office and across other Raytheon Technologies business units. The Raytheon Financial Consolidations Team is a small team that oversees Raytheon segment financial consolidation, small site accounting and reporting, and lease accounting and reporting. The selected team member will develop a well-rounded understanding of Raytheon accounting structure and system. The experience gained will provide a foundation for continued broadening of financial experience at Raytheon.

    **What You Will Do:**

    + Support the monthly consolidation process for non-SAP accounting ledgers and branches in support of the overall month end close and consolidation process. This may include, but is not limited to preparing journal entries, account reconciliations and reviewing accounting transactions associated with a non-SAP ledger and Foreign branches.

    + Have responsibility of ensuring compliance and reporting requirements for the applicable non-SAP ledgers including but not limited to corporate reporting, government reporting and internal reviews

    + Prepare schedules for Financial Reporting

    + Participate in special projects and analysis

    + Perform monthly Small site ledger review and upload for consolidation

    + In addition to non-SAP accounting activities, this member may participate and support Accounting software conversion and process improvement projects

    + Ensuring compliance with key internal control procedures

    + Preparing and posting complex journal entries

    + Completing account reconciliations and analytical tasks

    + Preparing Trial Balance charts/schedules and presenting to the General Accounting Manager and Controller

    + Assist with external auditor requests

    + Support lease accounting, asset retirement obligation (ARO), environmental liabilities

    + Act as a resource for other Financial Accounting team members to analyze and develop solutions to a variety of complex problems

    **Qualifications You Must Have:**

    + Typically requires a Bachelor’s degree in Finance, Accounting, Math, Business or a related field and 2 years’ relevant financial/accounting experience

    + Experience with SAP (APEX and BCS), Analysis for Office, MS Excel or similar financial systems.

    + U.S. Citizenship is required, as only U.S. citizens are authorized to access the financial management system due to government contractual requirements.

    **Qualifications We Prefer:**

    + Self-starter; able to work autonomously with limited oversight as well as in teams.

    + Communicate and prioritize effectively.

    + High customer focus on resolving issues and delivering solutions.

    + Knowledge of program financial planning, financial statements and revenue recognition.

    + Strong problem solving skills; ability to troubleshoot system issues & test proposed solutions.

    + Prior experience working with additional Raytheon Finance Tools (EDIT+, SAP APEX, PMX Tools).

    **What We Offer:**

    + Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.

    **Learn More & Apply Now!**

    Please consider the following role type definition as you apply for this role.

    + Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.

    \#Onsite

    The salary range for this role is 66,000 USD - 130,000 USD. The salary range provided is a good faith estimate representative of all experience levels.

    RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

    Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.

    Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company’s performance.

    This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.

    RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.

    _RTX 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, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans’ Readjustment Assistance Act._

    **Privacy Policy and Terms:**

    Click on this link (http://www.rtx.com/privacy/Job-Applicant-Privacy-Notice) to read the Policy and Terms

    Raytheon Technologies 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 veteran status, age or any other federally protected class.


    Employment Type

    Full Time

  • Financial Analyst II
    BAE Systems    Phoenix, AZ 85067
     Posted 2 days    

    **Job Description**

    BAE is seeking an experienced Financial Analyst to join the Program Finance team for the York CAS segment of the Platforms & Services Protection Systems business in Phoenix, Arizona.

    Serve as the financial business partner for several key programs,

    Assist the program manager and program teams with developing program baselines,

    Monitor performance, investigating root causes of program performance variances,

    Assist program managers in development of corrective action plans to address and mitigate program variances.

    Provide financial decision support to key stakeholders focused on minimizing risk and maximizing return of program profit by managing financial requirements and program execution.

    RESPONSIBILITIES:

    + Provides tracking, analysis, and reporting of projects of varying contract type, size and complexity.

    + Utilizes strong communication skills to interface with Program Management Organization (PMO) team and others including; project managers, technical staff, subcontractors and customers in support of PMO activities

    + Responsible project start-up and close-out as well as monthly program revenue, cost management, and profit recognition over the life of the program.

    + Supports project execution by performing financial analysis and other program support related to the technical and business resources needed to achieve program objectives; includes pre- and post-award project activities from inception through closeout

    + Develops and reviews financial data for inclusion in cost proposals, contract reviews, forecasts and variance explanations.

    + Participate in program and project reviews.

    + Ensures compliance with internal procedures, DFAR/FAR, CAS, estimating systems and disclosure statements as well as interprets changes to understand impact on programs.

    **Required Education, Experience, & Skills**

    + Bachelor's Degree in Finance, Accounting, or related field with 4 years of experience

    + Microsoft Office including Excel, Word, Access, PowerPoint experience

    + Working knowledge of developing program baselines

    + Working knowledge of defense contracting regulatory environment (DFAR/FAR and CAS)

    + Ability to prioritize and self-manage a multi-tasked workload in a fast-paced environment

    + Ability to make decisions with sound judgment while complying with policies and procedures

    + Ability to work limited overtime (days, evenings, weekends) to meet business needs

    + Ability to work cooperatively across multiple finance and non-finance functions

    **Preferred Education, Experience, & Skills**

    + Experience spanning both financial analysis and accounting

    + Experience in project forecasting and analysis within a large defense contractor or manufacturing environment

    + DFARS Estimating System compliance knowledge

    + Basic concepts of working capital

    + Hyperion Planning and Excel Smart View add-in experience

    + Possess an affinity for investigating and solving complex financial problems

    **Pay Information**

    Full-Time Salary Range: $60076 - $102130

    Please note: This range is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to: business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.

    Employee Benefits: At BAE Systems, we support our employees in all aspects of their life, including their health and financial well-being. Regular employees scheduled to work 20 hours per week are offered: health, dental, and vision insurance; health savings accounts; a 401(k) savings plan; disability coverage; and life and accident insurance. We also have an employee assistance program, a legal plan, and other perks including discounts on things like home, auto, and pet insurance. Our leave programs include paid time off, paid holidays, as well as other types of leave, including paid parental, military, bereavement, and any applicable federal and state sick leave. Employees may participate in the company recognition program to receive monetary or non-monetary recognition awards. Other incentives may be available based on position level and/or job specifics.

    **Financial Analyst II**

    **111329BR**

    EEO Career Site Equal Opportunity Employer. Minorities . females . veterans . individuals with disabilities . sexual orientation . gender identity . gender expression


    Employment Type

    Full Time

  • Research Analyst- Family Health Advocate
    Sharecare    Phoenix, AZ 85067
     Posted 3 days    

    **Job Description:**

    Job Summary:

    The role of the Family Health Advocate-Research Analyst is an exciting and integral role in providing meaningful advocacy support to members and their families through personalized resource and referral facilitation, issue resolution and healthcare navigation. In this role you will provide research to support and resolve cases originating from our Family Health Advocates that require additional follow up. Case follow-ups include but are not limited to the coordination of benefits, health claim appeals, re-submissions and/or re-coding, EOB reviews and researching provider availability and scheduling appointments.

    Essential Job Functions:

    + **Support follow up needs from Family Health Advocate calls** **for the following:**

    + Research and resolution to eligibility, claims issues, ID card issues, grievances/appeals, utilization management (UM) statusincluding but not limited to medical, dental, and vision plans

    + Provider search (PCP, specialty, and facility), focused on healthcare cost and quality, and present premier provider options, including but not limited to medical, dental, and vision plans

    + Support for spending accounts, pharmacy, and disability.

    + Aid with ordering durable medical equipment (DME)

    + Community resource search

    + **Coordinate issue resolution with providers,** **payers** **or 3rd parties for:**

    + Claims adjustments

    + Grievances and appeals submissions

    + Utilization management intake or status

    + Complex pharmacy inquiries

    + Complex spending account inquiries

    + Appointment availability

    + **Primary duties include but are not limited to:**

    + Research and documentation of issue resolutions.

    + Timely management of assigned queue tasks requiring research and resolution

    + Work closely with assigned Family Health Advocates to ensure timely resolution and follow up of tasks

    Specific Skills/ Attributes:

    + Excellent multi-channel communication and problem-solving skills

    + Ability to communicate effectively in both voice and chat channels, including critical thinking skills, effective typing, grammar, and spelling skills.

    + Proficient in general office tool use and navigation (i.e.,Microsoft)

    Qualifications:

    + High school / GED diploma

    + 2-yr associates degree in healthcare/health sciences OR equivalent experience in healthcare, preferably with research and resolving benefits and claims, OR held one or more of the following positions:

    + Health Guide/Advocate/Navigator

    + Claims Specialist/Processor

    + Medical Assistant

    + Medical Secretary/Clinic Manager

    + Medical Coder

    + Customer service experience within a healthcare contact center, provider office, or healthcare institution

    + Experience in successful resolution of high level/sensitive customer service issues.

    Sharecare and its subsidiaries are Equal Opportunity Employers and E-Verify users. Qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, sexual orientation, gender identity, religion, age, equal pay, disability, genetic information, protected veteran status, or other status protected under applicable law.

    Sharecare is an Equal Opportunity Employer and doesn't discriminate on the basis of race, color, sex, national origin, sexual orientation, gender identity, religion, age, disability, genetic information, protected veteran status,or other non-merit factor.


    Employment Type

    Full Time

  • Senior Financial Analyst
    CenterWell    Phoenix, AZ 85067
     Posted 3 days    

    **Become a part of our caring community and help us put health first**

    The Senior Financial Analytics Professional will support the Clinical Trend and Pipeline team in the consumption and analysis of data from internal and external sources and development of solutions to address trends. The Senior Financial Analytics Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors. This role will be responsible for interpreting data insights from BI tools, identifying trends and outliers, and communicating these findings to pharmacists for clinical analysis. Additionally, the role will review and digest market data to identify key insights that may impact drug utilization trend and the modeling of pipeline drugs. They will collaborate with clinical and financial stakeholders to develop actionable strategies that improve cost management and health outcomes. This person exercises independent judgment requiring analysis of variable factors and determines the best course of action. They will demonstrate curiosity and a proactive approach to understanding the economic impact of pharmacy trends.

    The Senior Financial Analytics Professional collates, models, interprets and analyzes data in order to identify, explain, influence variances and trends. Explains variances and trends and enhances modeling techniques. They will serve as a conduit between BI development teams, the Clinical Trend and Pipeline Team, and operational teams to evaluate, improve, and implement new and existing strategies. They will interpret data insights from BI tools and translate these into actionable information and strategy change recommendations in tandem with pharmacists within the team. The role involves analyzing complex pharmacy spend issues to identify trends, key drivers of variance, and outliers in pharmacy and medical data, as well as digesting investor discussions and reports from pharmaceutical companies to provide market-level insights that could impact drug utilization trends. They will use these insights to support forecasting utilization management effectiveness and develop innovative cost-savings strategies.

    **Use your skills to make an impact**

    **Required Qualifications**

    + Bachelor's Degree

    + 5 years technical experience

    + Proven experience in compiling, modeling, interpreting and analyzing data in order to identify, explain, influence variances and trends

    + Must be able to explain variances and trends and enhance modeling techniques

    + Experience with BI tools and the ability to translate complex data into accessible information for non-technical stakeholders.

    + Experience in reviewing and analyzing public information, including pharmaceutical investor discussions and company SEC filings, to identify key trends.

    + Experience working with moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors

    + Must be passionate about contributing to an organization focused on continuously improving consumer experiences

    **Preferred Qualifications**

    + Master's Degree in business administration or a related field

    + Financial or business background

    + Project Management Certification

    **Additional Information:**

    As part of our hiring process for this opportunity, we will be using an interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule.

    **Work at home requirement:**

    To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria:

    At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested.

    Satellite, cellular and microwave connection can be used only if approved by leadership.

    Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense.

    Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job.

    Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.

    **SSN Alert:**

    Humana values personal identity protection. Please be aware that applicants may be asked to provide their Social Security Number, if it is not already on file. When required, an email will be sent from Humana@myworkday.com with instructions on how to add the information into your official application on Humana’s secure website.

    **Scheduled Weekly Hours**

    40

    **Pay Range**

    The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.

    $89,000 - $121,400 per year

    This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.

    **Description of Benefits**

    Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.

    Application Deadline: 04-03-2025

    **About us**

    About CenterWell Pharmacy: CenterWell Pharmacy provides convenient, safe, reliable pharmacy services and is committed to excellence and quality. Through our home delivery and over-the-counter fulfillment services, specialty, and retail pharmacy locations, we provide customers simple, integrated solutions every time. We care for patients with chronic and complex illnesses, as well as offer personalized clinical and educational services to improve health outcomes and drive superior medication adherence.

    About CenterWell, a Humana company: CenterWell creates experiences that put patients at the center. As the nation’s largest provider of senior-focused primary care, one of the largest providers of home health services, and fourth largest pharmacy benefit manager, CenterWell is focused on whole-person health by addressing the physical, emotional and social wellness of our patients. As part of Humana Inc. (NYSE: HUM), CenterWell offers stability, industry-leading benefits, and opportunities to grow yourself and your career. We proudly employ more than 30,000 clinicians who are committed to putting health first – for our teammates, patients, communities and company. By providing flexible scheduling options, clinical certifications, leadership development programs and career coaching, we allow employees to invest in their personal and professional well-being, all from day one.

    **Equal Opportunity Employer**

    It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or veteran status. It is also the policy of Humana to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

    Centerwell, a wholly owned subsidiary of Humana, complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our full accessibility rights information and language options https://www.partnersinprimarycare.com/accessibility-resources


    Employment Type

    Full Time

  • Oracle Cloud Financials Analyst (3810)
    SMX    Phoenix, AZ 85067
     Posted 5 days    

    Oracle Cloud Financials Analyst (3810)at SMX(View all jobs) (https://www.smxtech.com/careers/)

    United States

    Creoal has recently become a proud subsidiary of SMX, marking an exciting collaboration that enhances our collective capabilities to deliver cutting-edge digital transformation solutions.SMX has a growing Oracle Cloud Practice, focusing on Commercial and Public Sector customers.

    An Oracle Functional Consultant works with business clients to identify their needs and develop a technical solution using Oracle Cloud Financials Applications. As an Oracle Financials Functional Consultant, your duties involve meeting with clients to determine the requirements, present solutions and implement new systems to achieve high efficiency and productivity. You may also train employees on how to use the new systems and prepare process documentation for other consultants or business managers to follow. Expected travel 50%.

    Preferred locations are in the **Philadelphia area** , but remote work may be considered.

    **Candidates will be asked to log into an Oracle Demo System and demonstrate hands-on capabilities based on a use-case provided during the interview.**

    Essential Duties and Responsibilities for the Oracle Cloud Financials Analyst:

    + **Requirement Gathering:** Collaborate with business stakeholders to understand their financial management processes, requirements, and pain points.

    + **Solution Design** : Develop functional designs and solutions that leverage Oracle Fusion Financials modules to address business needs, such as General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, etc.

    + **Configuration** : Configure Oracle Fusion Financials applications based on the business requirements.

    + Testing: Develop and execute test plans to validate the functionality of the configured system. Ensure that the solution aligns with business requirements and industry best practices.

    + Data Migration: Collaborate with technical teams to define data migration strategies and oversee financial data migration from legacy systems to Oracle Fusion Financials.

    + User Training: Train end-users on effectively using the Oracle Fusion Financials applications. Create user documentation and guides.

    + Support and Troubleshooting: Provide post-implementation support to address user issues, troubleshoot problems, and ensure the system’s smooth operation.

    **Required Skills and Experience:**

    + Clearance Required: None

    + Bachelor's degree in Business Administration, Accounting, Economics, or related field

    + 7+ years of experience configuring Oracle Cloud Financials applications (General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Management), or 5 successful full lifecycle implementations of said applications

    + “Oracle Certified Implementation Professional” for General Ledger, Accounts Payable or Accounts Receivable

    + Proficient in creating functional specifications, process flows, and system configurations

    + Experience with data migration, system integration, and interface design

    + Proficient in Reporting and Analytics tools (Oracle Financial Reporting Studio, OTBI, Smartview)

    + Excellent problem-solving skills with a strong attention to detail

    + Strong communication skills, both verbal and written, with the ability to interact effectively with business users and technical teams

    + Ability to work independently and manage multiple priorities in a dynamic environment

    + Ability to travel up to 50%

    Application deadline 12-13-2024

    \#cjpost #LI-REMOTE #LI-JJ1

    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:

    $150,000—$190,000 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.

    All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information.

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


    Employment Type

    Full Time


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