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WHO WE ARERelation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FORThe Direct Bill Commissions Specialist will retrieve commission statements, post In-House and Outsourced Direct Bill Commissions, complete Revenue Tracking and Calculation logs daily, complete exception research and resolution, participate in month end closing, and provide accounting support to financial accounting areas.A GLIMPSE INTO YOUR DAY<ul> <li>Processes benefits, personal, and/or commercial lines direct bill commissions. Searches customer and policy numbers and enter premiums and commissions received from insurance carriers. Posting may be done via manual posting, commission download from the carrier, or through statement conversion.</li> <li>Processes Return Commission statements, which requires research to ensure funds have not already been paid to carriers, creation of Direct Bill (DB) entry, and a check request for payments to carriers when necessary.</li> <li>Processes all journal voucher entries needed to clear the Direct Bill Receivables GL account including intercompany, re-classing, MVR Fees, off-platform commissions, etc.</li> <li>Manages the direct bill receivables report to ensure the ending balance is as close to zero as possible.</li> <li>Maintains the Monthly Revenue Log including calculation columns, Carrier Website Login spreadsheet, Last Pass Password Management Tool, and DB commission statement folders.</li> <li>Communicates with carriers by email or by phone to obtain missing commission statements.</li> <li>Establishes or ensures a working login(s) for each company website to pull commission statements.</li> <li>Processes statements received by email or mail. Ensures all payments received during the month have corresponding statements received and are posted by month end.</li> <li>Communicates with carriers and/or company personnel by email or by phone to resolve discrepancies and exceptions and to verify policy and commission information. </li> <li>Reconciles Direct Bill General Ledger to the Direct Bill Revenue Log for month end closing, clears any outstanding items, and completes the month end closing checklist</li> <li>Researches and resolves Direct Bill posting issues with outsourcing company and returns to them in a timely manner.</li> <li>Primary contact for acquisitions following the data merge.</li> <li>May complete special projects and other duties as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>High School Diploma or equivalent.</li> <li>BA in Accounting, Finance, Economics, Business or Statistics preferred.</li> <li>2 years finance and accounting experience preferred.</li> <li>Working knowledge of Microsoft applications especially Word and Excel.</li> <li>Working knowledge of website navigation especially banking websites and insurance websites.</li> <li>Basic knowledge of accounting rules, regulations, policies, and procedures that is reflective of the financial service industry.</li> <li>Strong interpersonal skills; strong oral and written communication.</li> <li>Strong problem solving, relationship management and critical thinking skills and the ability to prioritize multiple projects, meetings, and deadlines.</li> <li>Willingness to assist internal and external customers with any concerns.</li> <li>Ability to work independently and on a team.</li> </ul>WHY CHOOSE RELATION?<ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$26.44 - $32.21

Relation Insurance

Direct Bill Commissions Specialist

Pets deserve the best care. At Vetsource, we build the foundation for success, enabling those in the pet healthcare profession and industry to thrive. Our data-powered platform simplifies processes and streamlines systems, helping those we serve create tighter bonds with their customers. From prescription management and pet owner engagement to veterinary business performance data and insights, Vetsource provides comprehensive solutions that give our customers more time and flexibility, and help them foster strong relationships and positive experiences. In a rapidly evolving world, we’re constantly seeking new ways to help our customers chart a course for a better, brighter future for pets and those who care for them.If you love pets, want to have an impact and join a fantastic organization, Vetsource could be the place for you.At Vetsource, we know that we do our best work when we have an inclusive and diverse team, where we can draw on our different life experiences to help us deliver innovative solutions for our customers. We are an equal opportunity employer that values diversity, equity, and an inclusive workplace. Research shows that while men apply to jobs when they meet an average of 60% of the criteria, women and other marginalized people tend to only when they check every box. So if you think you might be a good fit for the role, but don't necessarily meet every single requirement on the job posting, we still encourage you to apply. WHO WE ARE LOOKING FORSoftware Engineer As a Software Engineer, you will be responsible for the entire life cycle of an application to include analysis, coding, testing, and documentation. You will partner with teammates and management to help design, build, and maintain products and features to be used by internal and external customers. This is a fast paced, dynamic environment filled with exciting opportunities to make a difference. We’re looking for people with a background and interest in building successful products or systems, comfortable in dealing with lots of moving pieces, have amazing attention to detail, and you’re comfortable learning new technologies and systems. This is a full-time, remote position.WHAT YOU’LL DO<ul> <li>Collaborate with product managers and other stakeholders to gather and analyze requirements.</li> <li>Design backend software solutions that meet functional and non-functional requirements.</li> <li>Develop high-quality code adhering to best practices and coding standards.</li> <li>Perform code reviews to ensure code quality, reliability, and maintainability.</li> <li>Implement automated tests to validate software functionality and performance.</li> <li>Debug and troubleshoot software issues in a timely manner.</li> <li>Continuously learn and stay updated with the latest technologies and industry trends.</li> <li>Participate in development processes including sprint planning, daily stand-ups, functional reviews and retrospectives.</li> <li>Collaborate with team members to improve development processes and productivity.</li> </ul>WHAT YOU BRING<ul> <li>Bachelor’s degree in computer science or a related field; or related work experience.</li> <li>2+ years of previous experience in software development, computer engineering, or other related fields.</li> <li>Experience with at least one backend programming language and querying relational databases using SQL. Bonus if you have experience with Java/Groovy.</li> <li>Thorough understanding of: Rest or SOAP APIs. Highly preferred with experience using Spring Boot or Mulesoft.</li> <li>Comfortable learning and using our technology: We leverage modern tools like Datadog, Kafka, SQL, Gitlab, Google Cloud Platform, Stack Overflow for Teams and more.</li> <li>Strong understanding of software development methodologies, principles, and best practices.</li> <li>Knowledge of React, Redux and its core principles is a nice to have.</li> </ul>This is a full-time, remote position.WHAT CAN YOU EXPECT FROM VETSOURCEIn addition to an inclusive and welcoming culture, Vetsource also offers:<ul> <li>Competitive pay and benefits including medical, vision*, dental, and life insurance</li> <li>Employee Assistance Program</li> <li>Pet insurance* and Virtual vet care</li> <li>PTO, Holidays, Floating Holidays, and Volunteer Day</li> <li>Retirement Savings Plan (401k/ RRSP) with employer matching program</li> <li>Paid parental leave</li> <li>Flexible scheduling and remote work where possible</li> <li>The opportunity to join one of our Associate Resource Groups, and fun company events! </li> </ul><h3>* For Canadian based associates these specific benefits are not included</h3>OUR VALUESIn addition to the benefits listed above, all associates are expected to support and model Vetsource’s Core Values: Do the right thing every time; Treat others the way they want to be treated; Embrace change; Be innovative; Get it done; Enjoy the work! A culture where everyone can thrive!Pay range (US based applicants): $95,172 - $119,000 (annualized)Actual compensation packages are based on a wide array of factors unique to each candidate, including but not limited to job-related skills, experience, certifications, relevant education and training, while also considering internal equity.The statements in this document are intended to describe the general nature and level of work being performed for this role, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required. Our pre-employment process in the US includes a background check as a part of the hiring process, and will include a drug screen for pharmacy related roles. In the United States, if you need a reasonable accommodation for the online application process due to a disability, please email <a href="#">careers@vetsource.com</a>, or if you have general questions relating to this process. No agencies please. We are an equal opportunity employer.Vetsource is an E-verify employer.<a href="http://www.vetsource.com" target="_blank">www.vetsource.com</a>

VetSource

Software Engineer

We are seeking a Regional Sales Director who is a proven sales leader with a relentless drive for success to join our SkyBitz Sales team. The ideal candidate will have a passion for sales and be able to promote our mission, vision, and guiding principles, as well as collaborate with their teammates to generate extraordinary growth. This individual will be a fierce advocate for our clients and our brand. In addition, the person will provide customized solutions to clients and ensure a positive customer experience during the sales cycle to drive repeat business and continued customer loyalty. The Regional Sales Director will report to the Director of Sales and be responsible for the development and growth of a client base through strategic outside sales activity. This includes prospecting for new accounts in a defined territory, developing consultative relationships with clients, and managing ongoing account and territory activity. New logo growth (hunting) will be the primary focus of this role, along with required account management. This role will also focus on small and mid-market sales. If you have high energy, passion and vision and you want to help provide our customers with superior products, services and assistance, then we are looking for you. Responsibilities: <ul> <li>Meet and exceed all revenue goals and sales targets</li> <li>New logos (hunting) will be the primary responsibility of this role</li> <li>Contribute with development of leads and prospects and securing new business by participating in conference calls, webinars and in-person visits</li> <li>Effectively present and demonstrate our full suite of products and services to new prospects and existing clients</li> <li>Build relationships with regional and enterprise customers through professional demeanor and strong interpersonal skills</li> <li>Manage a travel expense budget effectively</li> <li>Achieve an annual sales quota and provide reasonably accurate sales forecasts to management</li> <li>Be an escalation point (third level) for customer service and customer success personnel</li> <li>Be a conduit to product marketing and engineering by communicating and defining customer requirements in addition to communicating product/solution concepts and solutions to customers</li> <li>Negotiate cogent contracts with customers involving SkyBitz management team as required</li> <li>Assess customer needs and qualify sales opportunities</li> <li>Prepare, present and clarify quotations and all related sale documentation to customers</li> <li>Initiate, develop, and maintain relationships with prospective clients at executive levels</li> <li>Demonstrate and maintain a thorough understanding of the target market and functional business activity</li> <li>Demonstrate SkyBitz solutions and focus on customer-specific business and financial benefits with a high degree of proficiency</li> <li>Analyze and understand customer insights and market trends; adapt, communicate and evolve strategies based on these changes</li> <li>Maintain consistent pipeline of existing and prospective business</li> <li>Meet and exceed all revenue goals and sales targets</li> <li>Provide accurate sales forecast to management</li> </ul> Qualifications: <ul> <li>5+ years consultative sales experience preferably in the Transportation Industry</li> <li>Solution sales experience---Cloud based Software-as-a-Service (SaaS) business model and someone experienced with selling solutions to customers challenges without a focus on hardware. Hardware is a part of most sales.</li> <li>Bachelor’s degree or equivalent experience</li> <li>Strong communication and demonstration skills (customer facing)</li> <li>Understand sales process, strategies, and solution selling</li> <li>Technical sales proficiency---able to articulate complex solutions to the customer</li> <li>Demonstrate ability to develop, build and maintain strong relationships with sales team, partners, vendors, and customers</li> <li>Exceptional time management skills</li> <li>Ability to analyze complex problems or situations and develop effective solutions</li> <li>Exceptional work ethic, time management, and organizational skills</li> <li>Ability to create convincing proposals and documentation</li> <li>Proficient with MS Office, SalesForce, Zoom Info and SalesLoft</li> <li>Experience conducting sales presentations and webinars to perspective customers</li> <li>Must be a competitive, self-motivated sales professional with excellent interpersonal skills</li> <li>Minimum of 5 years’ experience selling solutions to mid-market corporations and preferably to companies in the IoT/M2M industry</li> <li>Proven success of quota over-attainment during the past several years</li> <li>Proven success in developing new business while managing and growing existing client sales</li> <li>Valid driver’s license with good driving record</li> <li>Must be willing to travel</li> </ul>

AMETEK

Regional Sales Director - Fleets (Central)

Ready to be a Titan? We formulate, build, launch and run new ServiceTitan business lines. The Growth team is integral to the success of ServiceTitan's valued customers, as we enable process improvement through technology integrations with key ServiceTitan partners. We build cutting edge solutions in Marketing, Financial Technology (FinTech), Internet of Things (IoT), etc. to empower contractors to take the next leap forward in streamlining technician interactions with the homeowner. Think of us as a start-up within a start-up. We are extremely ambitious in expanding revenue in thoughtful ways and contributing to the overall company growth. We are looking for talented and passionate and future Titans that are entrepreneurial, love technology and want to help our customers maximize their potential. The Fintech Boarding Associate is a strategic role at ServiceTitan. A deep understanding of the payments and financing industry is necessary in order to work with ServiceTitan customers to explain the functionality and support different aspects of ServiceTitan FinTech. You will play an integral part in the daily success for our customer base. What you'll do:<ul> <li>Onboard ServiceTitan customers into the FinTech processing platform</li> <li>Provide first point of contact support to customers for getting credit card, check, and financing applications approved</li> <li>Train new customers on ServiceTitan’s integrated consumer financing integrations</li> <li>Analyze payment processing statements and generate reports internally</li> </ul> What you'll bring:<ul> <li>Minimum 2 years total work experience (preferably with payment processing and consumer financing)</li> <li>Full understanding of the payment processing terms (chargebacks, ACH, etc.)</li> <li>Deep knowledge of the payment industry (e.g., processors, gateways, etc.)</li> <li>Strong communication skills</li> <li>Strong understanding of V/MC interchange tables and costs</li> <li>Very proactive in calling and following up with customers to get applications approved</li> <li>Very detailed oriented with strong organizational skills</li> </ul>Be Human With Us:Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. What We Offer:When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:<ul> <li>Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more. </li> <li>Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to Headspace, Galileo, One Medical, Ginger and more. </li> <li>Support for Titans at all stages of life: Parental leave and support, up to $20k in adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.</li> </ul>At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected salary range for this role for candidates residing in the United States is between $54,000 USD - $78,000 USD. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.

ServiceTitan

Fintech Onboarding Associate

YMCA

Wellness Center

Role Value Proposition: The Group Benefits (GB) organization is responsible for the strategic direction, growth and management of MetLife's industry leading U.S. employee benefits business. Our sales force works directly with customers or through brokers, exchanges, and other third parties to distribute our broad range of Group Life, Dental, Vision, Group Disability, MetLife Defender, Global Services, Total Absence Management, Group Property &amp; Casualty, Accident, Hospital Indemnity, Critical Illness and Legal Plan products and services. GB Sales sells a broad portfolio of insurance solutions to employers and other eligible groups helping to make MetLife the largest provider of group employee benefits in the United States. Regional Markets provides global benefits sales and solutions to US Based employers with 100- 4,999 employees. Regional Markets offers over 20 products covering the full spectrum of non-medical benefits including dental, vision, life, disability and a robust portfolio of voluntary products, generating approximately +$1B in annual sales. This is a +$4B book of business with 7% market share of a +$52B market. The business serves more than 15,000 US customers, covering approximately 13M employees and their dependents. Key Responsibilities: Overall accountability for the day-to-day financial support of Regional Market clients across multiple platforms and various billing methods: <ul> <li>Responsible for the development of customer financial reports, including data and trend analysis</li> <li>Manages the timely delivery of client billing</li> <li>Completes monthly revenue projections and validates data integrity</li> <li>Responsible for monitoring the key financial parameters</li> <li>Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely</li> <li>Participates in client account audits and strategic planning process</li> <li>Responsible for reviewing and documenting current financial processes and providing information for internal audits as needed</li> <li>Provides financial support to the implementation of new clients, as well as the addition of new products to existing clients</li> <li>Prepares historical information for Financial Consulting Services to assist them with the renewal and underwriting</li> <li>Maintains an awareness and knowledge of insurance products and industry trends</li> <li>Participates in cross-functional project teams designed to support key Regional Market initiatives or to enhance operational effectiveness</li> <li>Performs other duties as assigned or required</li> </ul> Essential Business Experience and Technical Skills Required: <ul> <li>1-3 years of relevant experience</li> <li>Excellent organizational skills, strong interpersonal skills, and effective communication skills, both written and verbal</li> <li>Ability to work autonomously or with others and effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible</li> <li>Accounting/math problem solving skills</li> <li>Proficient in Microsoft Office software</li> </ul> Preferred: <ul> <li>Bachelors degree</li> <li>Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness</li> <li>General understanding of U.S. economy and employee benefits industry</li> </ul>

MetLife

Financial Consultant - South

The Opportunity The Third-Party Activation team sits in Group Business and is responsible for developing and maintaining relationships with Benefits Administrators and Human Capital Management Partners. The team is dedicated to nurturing those key strategic relationships, and focuses on implementing data sharing strategies, including API solutions, which will make it easier for them to do business with MetLife. The integration manager will report to the Third-Party Activation AVP, and will work with leaders in the business, Information Technology, and external third-party teams to manage the integration of new API capabilities that we bring to market. The Integration Manager is responsible for defining business requirements, creating project plans, prioritizing IT development efforts, and creating operational engineering/alignment with third party platforms. We have seen tremendous growth in this category and need someone who is familiar with this ecosystem to help us achieve our integration goals. This is an exciting opportunity for someone who enjoys project management with external partners, builds strong relationships, and enjoys the energy of a fast-paced environment. Success in this role requires strong project leadership skills, advanced knowledge of business functions, and experience in the group insurance industry. The role requires collaboration with internal and external partners, maintaining clear communication, and translating strategic vision into actionable deliverables. This individual will lead API integration projects with our third-party partners from facilitation of discovery and development through Go Live. They will identify implementation and service impacts for the new API that we are developing. They will also foster the relationship with the third party and be their single point of contact on connectivity until we move the project to production and are generally available with the capability. They will develop project plans across the different project workstreams – API Development, operational Readiness, Pilot. They will lead project governance and will develop action items, deliverables, identify and communicate dependencies, and escalate issues needing leadership resolution. 10% Travel

Third Party Integration Manager

Thermo Fisher Scientific

Sales Representative II

Position Summary: Provide technical/operational support to the production cells as well as perform disassembly, cleaning, safety wiring and painting of aviation components. Serves as a resource to others in the resolution of complex problems and issues and refers only the most complex issues to higher levels. Will report to cell leads for any technical issues. Essential Duties &amp; Responsibilities: <ul> <li>Properly execute the duties assigned.</li> <li>Perform maintenance and alteration tasks on civil aviation articles in accordance with the current technical data provided in the manufacturers’ Instructions for Continued Airworthiness, Service Bulletins, service letters, Airworthiness Directives, government and industry standard practices, and other data acceptable to or approved by the FAA.</li> <li>Ensure that all maintenance documentation is completed legibly and correctly for all work performed.</li> <li>Maintain repair station’s special tools and equipment in serviceable and working condition.</li> <li>Ensure all required maintenance actions are performed in accordance with the applicable manufacturers or customer provided maintenance manual and that all actions are correctly and completely documented on the appropriate maintenance forms.</li> <li>Ensure the accuracy and quality of all work performed within their respective shops.</li> <li>Ensure the proper handling of all parts while being processed through the maintenance function.</li> <li>Ensure the proper tagging and identification of parts and components as delineated in the RSQC Manual. </li> <li>Observes all safety and security procedures. </li> <li>Uses equipment and materials properly.</li> <li>Reports potentially unsafe conditions.</li> <li>Other duties as assigned.</li> <li>Ability to work any shift (1st, 2nd, or 3rd)</li> </ul> Education: <ul> <li>Highschool Diploma or GED</li> </ul> Experience: <ul> <li>Minimum 2 years of experience in procedure, practices, inspection methods, materials, tools and equipment generally used in the work performed by his/her assigned shop.</li> </ul> Preferred Experience: <ul> <li>Strong troubleshooting knowledge down to component level using measuring gauges and test equipment.</li> <li>Knowledge of electronic business systems Microsoft Office, Quantum or other internal business management system. </li> <li>Ability to work well under pressure, multitask and meet deadlines. </li> <li>Looking for a hands-on individual with the ability to see the big picture. </li> <li> Proven team player who has demonstrated capabilities in the following areas: excellent communication, presentation, interpersonal skills, well-developed problem-solving skills, solid organizational skill; and the demonstrated ability to be self-directed and effectively relate to all levels of the organization. </li> <li>Strong business judgment and ethical work habits.</li> <li>Ability to interact in a positive and professional manner and to develop and maintain strong working relationships with co-workers, supervisor, vendors, and customers.</li> <li>Strong attention to detail and focus on quality and accuracy.</li> <li>Customer focused and results oriented.</li> </ul>

Technician I

Position Summary The Financial Analyst II supports TTCU's financial stability by preparing and refining critical reports, analyzing data, and assisting with strategies that align with organizational goals. This role involves budget and forecast assistance, balance sheet management, and improving reporting processes to ensure efficient, accurate, and valuable information delivery. The Financial Analyst II adds significant value to TTCU’s financial strength while performing duties in compliance with regulatory requirements including the Bank Secrecy Act. Supervises: None Essential Job Functions and Responsibilities 35% - Prepare periodic reports to be used by TTCU management, board members, and employees. Reports include member statistics, financial reports, liquidity reports, Asset Liability Management (ALM) data, board reports, profitability analysis, account and member trends, deposit reports and rates, budget variance, and evaluation of existing products. 25% - Respond to ad hoc requests for reporting by collecting, analyzing, and interpreting financial data accurately to identify trends and insights. Use Crystal, Access, and Power BI to provide quality, useful information to TTCU management. 15% - Develop and analyze strategies that help TTCU achieve its financial goals. Strategies will include deposit and loan pricing, interest rate risk management, product structures, economic feasibility analyses, and other strategies that will contribute to the financial stability and success of TTCU. 15% - Assist in the development of budgets and forecasts based on historical data and market trends. Provide supporting data to help complete the net interest margin and fee revenue portions of the annual budget. 10% - Refine and improve existing reports to improve the efficiency of production and increase the value of the report to the end user. This includes creating and managing efficient report distribution processes. Present findings and recommendations to management in a clear and concise manner. Minimum Qualifications Educational Requirements High School Diploma or GED required. Bachelor’s degree in Accounting, Finance, Economics or another related discipline required. Certificates/Licenses Must have and maintain a valid driver’s license. Experience Experience in Accounting or Finance: 3 Years, Intermediate Experience within a bank or credit union preferred. Position Competencies 13% Collaborates - Is an effective team player who adds complementary skills and contributes valuable ideas, opinions and feedback; communicates in an open and candid manner and can be counted upon to fulfill any commitments made to others on the team. 13% Effective Communication - Utilizes a variety of communication modalities effectively and appropriately across multiple channels. 13% Financial Acumen - Interprets key financial information to execute short and long term business activity; has an understanding of the resources required to achieve objectives; takes calculated risks. 13% Functional Expertise - Possesses a sufficient level of technical and professional skill or knowledge in position-related areas; keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities. 12% Integrity &amp; Trust - Is widely trusted; is seen as a direct, truthful individual; has credibility within their areas of expertise; keeps confidences; does not misrepresent themselves for personal gain. 12% Manage Complexity - Gathers and analyzes diverse sources of data; separates what is relevant from what is not; determines root causes; defines situations accurately before determining problems and formulating approaches to solutions; is able to accomplish complex tasks with minimal guidance or instruction. 12% Plan and Organize - Determines tasks, resources, and schedules; leverages resources, and prioritizes work in order to establish best course of action and ensure that work is completed efficiently. 12% Resilient - Maintains composure under pressure; handles difficult situations effectively, maintains a positive attitude despite adversity; uses adversity as a learning opportunity. Additional Requirements Job Knowledge <ul> <li>Well-developed research skills, analytical and critical thinking skills, and the ability to identify, review and communicate appropriate recommendations.</li> <li>Demonstrated problem solving skills and self-motivated.</li> <li>Intermediate skills in financial analysis</li> <li>Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, SharePoint, and Outlook)</li> <li>Understanding of financial regulations and their effect on a financial institution</li> <li>Ability to learn and effectively utilize proprietary computer software.</li> </ul> Interpersonal Skills <ul> <li>Intermediate written and verbal communication skills required to facilitate sharing of information with members, staff, and external contacts.</li> <li>Ability to create an atmosphere which promotes TTCU’s Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic, and professional demeanor while providing extraordinary service to members and fostering teamwork among employees.</li> </ul> Working Conditions Routinely perform work indoors in climate controlled private office with minimal noise. Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be able to plan own work activity as well as the work activity of others. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to interpret detailed graphics and specifications, prepare detailed written reports and to inspect and identify defects not easily identified. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to analyze and troubleshoot complex technical issues. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

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