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Job TitleSr. Financial AnalystJob Description SummaryProvide leadership and supervision to accounting team members, at all levels, and support operations and clients through the use of sound judgment and discretion in applying accounting principles to day-to-day processes and functions. Assess team and department efficiencies to make improvement recommendations where necessary. The Senior Client Accounting Manager role also provides guidance to Client Accounting Managers and is counted on to provide solutions in the most complex management level situations.Job DescriptionEssential Job Duties: <ul> <li>Oversee a market, strategic and/or key client(s); develop productive, supportive relationships with market city leads, strategic clients, key clients, and internal stakeholders</li> <li>Monitor team performance, available capacity, and training needs through conducting one-on-one meetings, team meetings and addressing deficiencies timely and professionally</li> <li>Review team members' financial reports to ensure quality, timeliness, audit compliance and assess competencies</li> <li>Monitor team and/or market-wide requirements of timely tax payments, revenue portal updates, time tracking and Corporate Aging follow-up</li> <li>Assess team/department workflows and policies to recommend or implement improvements in operating efficiencies and effectiveness; provide oversight to ensure effective implementation</li> <li>Track team compliance with department SOC 1 audit controls; approve banking or financial transactions, schedules, and reports in accordance with the SOC Policies and Procedures manual and training.</li> <li>Develop direct reports through goal setting, conducting mid-year and year-end performance reviews and delivering timely and meaningful performance feedback, while maintaining quality results and performance</li> <li>Work with leadership team to implement department goals and objectives, lead department projects and provide essential Client Accounting committee involvement</li> <li>Direct new business onboarding by coordinating with property management and clients; set up bank accounts, accounting software, load prior balances or closing statements</li> <li>Assist Controller with pricing new business and preparing proposal responses</li> <li>Performs other related duties as required or requested.</li> </ul>Supervisory Responsibilities: <ul> <li>Leads/Assigns/Delegates tasks to Client Accounting Managers, Assistant Client Accounting Managers, Sr. Client Accountants, Client Accountants, Client Accounting Coordinators and/or Interns</li> <li>May coordinate efforts of project team to complete work within project deadlines</li> <li>Provides solutions to routine/complex problems</li> <li>Direct reports may include Client Accounting Managers, Assistant Client Accounting Managers, Sr. Client Accountants, Client Accountants, Client Accounting Coordinators and/or Interns</li> </ul>Education/Experience/Training: <ul><li>College degree in Finance or Accounting preferred</li></ul>Work Experience: <ul> <li>Requires seven to ten years of experience or equivalent combination of education and experience</li> <li>2+ years of management experience preferred</li> <li>Specialized Knowledge/Skills – Strong knowledge of Yardi and/or MRI software preferred; Strong MS Office Proficiency; Financial reporting for multiple entities preferred; Strong internal and external customer service, time management and organizational skills; Exceptional delegation skills with the ability to be a hands-on contributor and take initiative; Ability to train, mentor and coach others effectively; Results oriented with strong sense of urgency; Experience in or demonstrated leadership and accountability skills</li> </ul>Competencies: <ul> <li>Conflict Resolution</li> <li>Customer/Client Focus</li> <li>Delegation</li> <li>Ethical Conduct</li> <li>Goal Setting</li> <li>Independent Judgement</li> <li>Initiative</li> <li>Leadership</li> <li>Problem Solving</li> <li>Relationship Management</li> <li>Time Management</li> <li>Strategic Thinking</li> <li>May be required to travel up to 10% of the time. Travel may vary in frequency and duration.</li> <li>Demonstrates the ability to have close visual acuity to perform an activity such as: Preparing and analysing data and figures; transcribing; viewing a computer terminal, etc.</li> </ul>Note: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. This job description is subject to change at any time and may differ slightly based on regional location. Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $70,805.00 - $83,300.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Sr. Financial Analyst

<h1>Corporate Data - Health Data Analyst 133-2004</h1> Tulsa, OK, USA Req #835 Wednesday, May 28, 2025 JOB SUMMARY: The Analyst provides analytical support for all departments, including analysis, pricing, capitation, network and provider specific reporting. Analytical support includes creating and executing beginner and intermediate level reports and programs and programming modifications to previously written reports. The Analyst will collaborate with key stakeholders and determine the needed result including any special specifications. The Analyst will work with several databases to pull and integrate data, statistical analysis and data modeling. KEY RESPONSIBILITIES: <ul> <li>Execute, write, test, validate, analyze and distribute reports. Determine appropriate approach and tools needed to complete project in an efficient and timely manner. Collaborate with key stakeholders and senior analysts. </li> <li>Determine, write and present report results with key findings and trends to appropriate stakeholders.</li> <li>Complete multiple concurrent ad-hoc analyses, provide corresponding reports based on customer specifications, determine and communicate analytical conclusions and recommendations. </li> <li>Develop beginner to intermediate level reports and ad-hoc analysis based on specifications outlined by department management. Automate such reports and ensure that they are performed and delivered on schedule. </li> <li>Perform tasks related to maintenance of Departmental Data Warehouse and its documentation.</li> <li>Perform other duties as assigned.</li> </ul> QUALIFICATIONS: <ul> <li>Ability to apply advanced mathematical and statistical techniques and principles into the analysis of health-related data.</li> <li>Possess strong oral and written communication skills with the ability to communicate results in a clear and concise manner.</li> <li>Ability to converse and write fluently in English.</li> <li>Successful completion of Health Care Sanctions background check.</li> <li>Proficient in Microsoft Office applications.</li> </ul> EDUCATION/EXPERIENCE: <ul> <li>Bachelor’s degree Required. Mathematics, Statistics, Economics, Actuarial Science or other quantitative discipline preferred.</li> <li>Demonstrated use of analytical software. SAS or SQL preferred.</li> <li>Experience in Power BI, Tableau or similar software preferred.1-2 years of related experience preferred.</li> </ul> CommunityCare is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin <h2 id="otherDetailsHeader">Other details</h2> <ul> <li> Job Family Commercial </li> <li> Pay Type Salary </li> <li> Employment Indicator Seasonal </li> </ul> <a href="#"> Apply Now </a>

CommunityCare

Corporate Data - Health Data Analyst 133-2004

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Line of Business Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Business Job Description: The Funds Trade Support Sr. Specialist will be responsible for handling trade corrections, manual trade exceptions and other financial transactions in support of Domestic and Institutional Mutual Fund Trading. This includes Price Protection. The incumbent will collaborate with various internal and external business partners, including Fund Families, Portfolio Managers, Trading desks, and Transfer Agents. The ideal candidate should be well organized, have an ability to handle multiple functions under tight deadlines, and have strong communication skills. Microsoft Office knowledge is required. Required Skills: <ul> <li>Must have ability to communicate Trade information to external parties.</li> <li>Process manual trade instructions</li> <li>Validate key control reports.</li> <li>Perform Quality Assurance</li> <li>Strong organizational skills</li> <li>Strong communication skills (verbal and written)</li> <li>Strong problem-solving and decision-making skills</li> <li>Time management skills</li> <li>Moderate knowledge of investments and financial markets preferred​</li> </ul> Desired Skills: <ul> <li>​This role typically requires 1+ years' experience in operations functions.</li> <li>Thorough working knowledge of the operational aspects of transactions and products.</li> <li>Proficiency in Microsoft Office products including advanced Excel skills​</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Transaction Management Ops. Analyst - Funds Trade Support

<h2> Technical Inside Sales Engineer </h2> <a href="#"> apply now </a> <a href="#"> Back To Search Results </a> LOCATION: Tulsa, Oklahoma FLEXIBILITY: Hybrid/Onsite SALARY: $50,000 - $70,000 SALARY: $50,000 - $70,000 POSTED: June 3, 2025 JOB TYPE: Direct Hire JOB ID: 31249 <h4>I want more jobs Like this in My inbox.</h4> <a href="#"> Job alerts </a> <h4> Job details </h4> <h4><a href="https://jobs.inceed.com/job/31249" target="_blank">To Apply for this Job Click Here</a></h4> Position: Technical Inside Sales Engineer Compensation: $50,000 – $70,000 annually Location: Tulsa, Oklahoma Inceed has partnered with a great company to help find a skilled Technical Inside Sales Engineer to join their team! Are you ready to dive into an all-hands-on-deck role where you’ll wear many hats and grow your career? This company is eager to bring someone on board who can quickly adapt and contribute. As a Technical Inside Sales Engineer, you’ll support customers and employees, ensuring projects run smoothly and efficiently. You’ll have the opportunity to learn and grow, with potential for advancement and development in a dynamic work environment. Key Responsibilities &amp; Duties: <ul> <li>Manage and process customer orders efficiently</li> <li>Coordinate inventory control and maintain stock levels</li> <li>Assist with quoting parts and field installations</li> <li>Engage with customers for sales and parts recommendations</li> <li>Assemble and test lubrication systems</li> <li>Collaborate with shipping personnel for order fulfillment</li> <li>Utilize Excel for order functions and data management</li> <li>Travel to the field to understand business operations</li> </ul> Required Qualifications &amp; Experience: <ul> <li>Proficiency in Excel for data management</li> <li>Strong communication skills for customer interaction</li> <li>Experience in order processing and inventory control</li> <li>Ability to work onsite with flexibility for occasional remote work</li> </ul> Nice to Have Skills &amp; Experience: <ul> <li>Experience with drafting and AutoCAD</li> <li>Background in technical sales or Mechanical engineering</li> <li>Familiarity with AMOT products and temperature control valves</li> </ul> Perks &amp; Benefits: <ul> <li>This opportunity includes a comprehensive and competitive benefits package—details will be shared during later stages of the hiring process.</li> </ul> If you are interested in learning more about the Technical Inside Sales Engineer opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time. We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We’re here to help every person, whether client, candidate, or employee, find and secure what’s better for them. Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. #LI-Onsite #MON #INDTUL #LI-HM1 <h4><a href="https://jobs.inceed.com/job/31249" target="_blank">To Apply for this Job Click Here</a></h4> <h4>I want more jobs Like this in My inbox.</h4> <a href="#"> Job alerts </a> <h5> Share This Job </h5> <a href="https://www.facebook.com/sharer.php?u=https://jobs.inceed.com/job/31249-technical-inside-sales-engineer-tulsa-oklahoma/" target="_blank"> </a> <a href="https://twitter.com/intent/tweet?url=https://jobs.inceed.com/job/31249-technical-inside-sales-engineer-tulsa-oklahoma/" target="_blank"> </a> <a href="https://www.linkedin.com/shareArticle?mini=true&amp;url=https://jobs.inceed.com/job/31249-technical-inside-sales-engineer-tulsa-oklahoma/" target="_blank"> </a> Copied <a href="#"> </a> <h5> Share This Job </h5> <a href="https://www.facebook.com/sharer.php?u=https://jobs.inceed.com/job/31249-technical-inside-sales-engineer-tulsa-oklahoma/" target="_blank"> </a> <a href="https://twitter.com/intent/tweet?url=https://jobs.inceed.com/job/31249-technical-inside-sales-engineer-tulsa-oklahoma/" target="_blank"> </a> <a href="https://www.linkedin.com/shareArticle?mini=true&amp;url=https://jobs.inceed.com/job/31249-technical-inside-sales-engineer-tulsa-oklahoma/" target="_blank"> </a> Copied <a href="#"> </a> <h4> Apply Now </h4> "*" indicates required fields <h2> About Us </h2> Inceed is a staffing and recruiting team full of people-loving people. Specializing in the IT and Finance &amp; Accounting fields, we thrill at the opportunity to help you discover the next step in your career or, as we call it, your “something better”. And with the broad reach of our multiple branches, we’re able to do so nationwide. It feels weird tooting our own horn, but we are super proud to be: (same list awards and recognitions) Once we synch up with you to discuss a job posting, we value connection above all else. After all, how can we know if it’s a culture fit, a lifestyle fit, a passion fit, if we don’t truly know the person behind the resume?

Inceed

Technical Inside Sales Engineer

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. Coinbase is looking for a creative and analytical Senior Analyst of Technology Risk. You will serve as a member of the Coinbase Technology Risk &amp; Controls team and support the implementation and maturity of our technology and security risk management program. Your risk team will define, quantify, manage, and communicate risks, and use outcomes to inform business decisions. You will serve as the subject matter expert in technology risk management operations, and will make these applicable and usable for fast-moving technical teams located across global time zones. What you’ll be doing (ie. job duties): <ul> <li>Analysis of multiple variables, including but not limited to, threat intelligence and risks, to inform threat models/risk scoring methodologies. </li> <li>Enable risk informed business outcomes: Enable teams and leadership to make risk-based decisions by clearly communicating quantitative and qualitative tradeoffs. </li> <li>Manage risks throughout the risk lifecycle: Intake, triage, analyze, and calculate (inherent/residual) risk in collaboration with subject matter experts and risk owners. Facilitate agreement and documentation of risk treatment decisions; pressure testing treatment decisions and validating execution of mitigation plans across stakeholders as required. Participate in continuous monitoring or risk treatment. </li> <li>Reporting on risk posture: Support synchronous and asynchronous reporting on findings, metrics, and recommend mitigations to business leadership. This includes ad hoc and scheduled meetings with leadership and business risk owners. </li> <li>Maintain source of truth risk register: Quality control of data, tooling support, and implementing automation/process improvements to establish a baseline and iteratively improve risk management data and tooling. </li> <li>Communications and training: Support develop, execution, and maintenance of communication and training plans to roll out the technology risk program across the organization. Maintain team runbooks, team intra-web pages, and risk register metrics dashboards. </li> <li>Enterprise risk alignment: Work in lockstep with Enterprise Risk Management to escalate risks through the enterprise risk register and report relevant metrics to senior leadership as determined necessary. </li> <li>Global Engagement: Collaborate with stakeholders to help scale the program’s risk framework across Coinbase entities, products, and geographies/markets. Regularly collaborate with GRC teams, Legal and Compliance for risks, assessments, and reporting to meet regulatory requirements. </li> <li>Support audit and regulatory inspections: Support data compilation to respond to US and international audit/regulator inquiries. </li> <li>Maintain an industry pulse: Maintain awareness of international regulation, emerging threats, forecasts, policies, and benchmarks</li> <li>Execute risk assessments: Execute technical risk assessments across our production and corporate environments, enabling the team to communicate risk in both qualitative and quantitative terms. </li> </ul> What we look for in you (ie. job requirements): <ul> <li>5+ years of experience working in a 1 or 2 LoD risk management function and/or Governance, Risk, and Compliance organization. </li> <li>Risk domain knowledge and best practices: Familiarity with standards and frameworks e.g. ISO 27001/5, NIST CSF, COBIT, ITIL, DORA, FAIR risk quant methodology to measure controls/risks, monitor controls/risks, and validating/racking/evidencing remediation. </li> <li>Technology risk domain knowledge: Ability to dig into technical risk solutions and to work on technical quantitative risk assessments across information technology domains such as asset management, resilience, systems development lifecycle, and infrastructure. </li> <li>Comfortable working with project management tooling (e.g. Jira, Archer) and quant and qualitative data analytics tooling. </li> <li>Clear/concise communicator and writer; experience drafting/operationalizing project plans across stakeholders, holding teams accountable, and documenting deliverables to varying levels of junior and senior stakeholder audiences. Ability to translate controls/risk standards out of compliance speak and into functional requirements and across varying levels of technical stakeholders. </li> <li>Regulatory familiarity: Working knowledge of major regulatory/legal frameworks (US/international) driving requirements across technology organizations. </li> <li>Navigating ambiguity and complexity: Ability to manage a queue against strategic priorities and shows expertise in being able to handle multiple assessments at a time. You are comfortable operating on an unpaved road and dealing with ambiguity. </li> <li>Drive for continuous learning: You are willing to learn and apply processes unique to the challenges at Coinbase. You have a willingness to embrace a steep learning curve and stretch opportunities to learn new skills. </li> <li>Excellent organization and project management skills in a fast-moving and demanding environment </li> </ul> Nice to haves: <ul> <li>FinTech, TradFi, consulting, business operations technical program management or other customer-facing disciplines.</li> <li>Strong knowledge of risk/control issues in relation to evolving technology (e.g., crypto, mobile, cloud, data lakes, machine learning).</li> <li>Certification is a plus, but not a requirement: information security risk management qualifications like CRISC, CISA, CISSP, CISM, and FAIR. </li> <li>Coding knowledge a plus, but not a requirement (e.g. learn to build data joins, integrations with GRC and data visualization tools)</li> <li>Demonstrated beginner/intermediate knowledge of crypto/blockchain/web3 </li> </ul> Position ID: P69475 #LI-Remote Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $167,280—$196,800 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Senior Analyst, Technology Risk

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Line of Business Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Line of Business Job Description: The Order Management analyst provides back-up post-secondary Fixed Income, Equity &amp; Option trade support for Wealth Management, Edge and Investment Solutions Group, along with supporting the 99-Markets call center line, email and order entry inquiries for Fixed Income, Equities and Options, managerial reporting, processing Non-market Trade Corrections, Trading Rejects &amp; Exceptions each day. Lastly, the role includes some reporting to other areas and cross training on order status queries of Fixed Income, equities and options orders. Required Skills: <ul> <li>A minimum of 1 year related experience in financial services.</li> <li>Experience supporting a financial product sales or marketing desk.</li> <li>Experience resolving trade breaks.</li> <li>Knowledge of Fixed Income products and the trading lifecycle</li> <li>Strong Microsoft Excel skills</li> <li>Proven ability to multi-task in a fast-paced trading environment</li> <li>Detail oriented with strong communication and interpersonal skills.</li> <li>Experience reconciling trading ledgers.​</li> </ul> Desired Skills: <ul> <li>An aptitude for problem solving.</li> <li>Experience with Bloomberg terminal</li> <li>Fixed Income trade booking experience​</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Transaction Management Ops Analyst - Order Management

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for defining an architectural vision and solution that supports the strategic outcomes of the Business' Products and Services. Key responsibilities include defining the target operating environment, designing for client resiliency, assisting with solution design, and defining non-functional requirements. Job expectations include working with stakeholders and service providers aligned to the Business' strategic objectives, evaluating the impact of strategic design decisions, and contributing to the architecture roadmap. Responsibilities: <ul> <li>Works across the business, operations and technology to create the solution intent and architectural vision for complex solutions and prioritize functional and non-functional requirements into a technology backlog to enable the technology roadmap and functionality to support evolving capabilities and services</li> <li>Contributes to the creation of the architecture roadmap of defined domains (Business, Application, Data, and Technology) in support of the product roadmap and the development of best practices including standardized templates</li> <li>Clarifies the architecture, assists with system design to support implementation, and provides solution options to resolve any architectural impediments</li> <li>Facilitates solution driven discussions, leads the design of complex architectures, and finds creative solutions through knowledge of domain, practical experiments, and proof of concepts while ensuring architecture is flexible, modular, and adaptable</li> <li>Educates team members on the technology practices, standardization strategies, and best practices to create innovative solutions</li> <li>Supports the team as needed to select the technology stack required for solutions and helps select preferred technology products</li> <li>Performs design and code reviews to ensure all non-functional requirements are sufficiently met (for example, security, performance, maintainability, scalability, usability, and reliability)</li> <li>Mainframe Storage Architect (Individual Contributor)</li> <li>Duties to include collaborating with others, designing, developing, and setting strategy for mainframe storage architecture in a large, diverse, dynamic, and exciting storage environment. Responsibilities will span mainframe storage disk, engineering, and virtual tape.</li> </ul> REQUIRED QUALIFICATIONS: <ul> <li>10 + Years experience leading and managing multiple competing and dynamic deliverables</li> <li>10 + Years experience and skills to include:<ul> <li>Storage Architecture<ul> <li>Encryption</li> <li>Fiber protocols and configuration</li> <li>FICON</li> <li>HCD/IOCP</li> <li>I/O Performance (DASD, Switches, Virtual Tape)</li> <li>Refreshes/upgrades (inclusive of Brocade directors/switches, Hitachi DASD, and IBM Virtual Tape (TS7700s))</li> <li>Storage Area Network (SAN) replication design and configuration</li> </ul> </li> <li>Capacity (inclusive of network/switches)</li> <li>Cost benefit analysis/consolidation/reduction</li> <li>Design and Planning of Data Center Moves<ul> <li>Inclusive of data center role swaps (prod to contingency/disaster recovery and back)</li> <li>Disaster Recovery Exercises</li> </ul> </li> </ul> </li> <li>Ability to lead and set direction under minimal supervision</li> <li>Ability to exercise judgment within broadly defined practices and policies in selecting methods, techniques, and evaluation criterion for obtaining results</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Architecture</li> <li>Result Orientation</li> <li>Solution Design</li> <li>Technical Strategy Development</li> <li>Application Development</li> <li>Collaboration</li> <li>Data Management</li> <li>DevOps Practices</li> <li>Risk Management</li> <li>Agile Practices</li> <li>Automation</li> <li>Influence</li> <li>Solution Delivery Process</li> <li>Test Engineering</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Senior Mainframe Storage Architect

Job Description: Job Title: Global Liquidity Management Senior Analyst Corporate Title: Officer Location: Chester Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Location Overview: Find us in the city of Chester, a destination renowned for its culture, history, and beauty. Working at Bank of America Chester offers a far-reaching global career for a world-renowned organisation, whilst being ideally situated against the backdrop of the rolling North Wales hills and the banks of the serene River Dee. The Team: <ul> <li>The Global Liquidity Management (GLM) team is responsible for the timely preparation of liquidity reporting across the organisation with teams based across global locations</li> <li>The Chester team has historically been specifically focused on all EMEA based reporting with requirements to regulators in the UK, Ireland and across the EU</li> <li>This exciting new opportunity to onboard more global focused work will allow for new and exciting work to come into Chester and will complement the existing responsibilities</li> <li>In GLM, associates have exposure to all the various products in which the bank does business. The team works closely with a number of other areas within the Chief Finance Office division, including Data Management, Line of Business finance as well as the Financial Controller team in order to develop a good working knowledge of the business operations as well as the various financial reporting capabilities and requirements</li> <li>The team also partners with the global teams to work on the continued enhancement of the available technologies as well as sharing best practices on efficiency and operational excellence</li> </ul> Responsibilities: <ul> <li>Perform reporting, monitoring, and analytics in relation to liquidity submissions and management metrics</li> <li>Understand liquidity reporting rules and data requirements</li> <li>Enhance processes to streamline reporting and build out additional analytical capabilities</li> <li>Perform system testing and understand impacts to end to end liquidity processes</li> <li>Ensure documentation and reporting controls are up to date, managing operational risk in the process</li> <li>Work on ad-hoc projects for senior management and/or regulators</li> </ul> What we are looking for: <ul> <li>Good academic profile with a 2:1 degree or equivalent</li> <li>Excellent Excel skills including data manipulation</li> <li>Analytical experience &amp; attention to detail</li> <li>Good understanding of complex financial products</li> <li>Experience in preparing presentations for senior management and regulators</li> <li>Experience partnering with various levels of the organization, problem solver</li> <li>Intellectual curiosity, organized and able to work on multiple tasks with limited supervision</li> </ul> Preferred: <ul> <li>Experience developing, implementing and maintaining reporting in a consistent manner</li> <li>Experience in Corporate Treasury, ideally with a financial institution</li> <li>Experience in Global Markets and/or Line of Business Experience</li> <li>Experience in regulatory reporting</li> </ul> Benefits of working at Bank of America: UK <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum </li> <li>The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.</li> <li>Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.</li> <li>Access to an Employee Assistance Program for confidential support and help for everyday matters</li> <li>Ability to donate to charities of your choice directly through payroll and the bank will match your contribution</li> <li>Opportunity to access our Arts &amp; Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.</li> </ul> Bank of America: Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Global Liquidity Management Sr Analyst

Zoom is a company driven by our unique culture and focus on delivering happiness to our customers. By focusing on happy employees and happy customers, we have experienced amazing growth and success. Led by Eric S. Yuan, the #1 ranked CEO on Glassdoor, our unique culture, focus on teamwork and fun environment makes Zoom an awesome place to work. We are expanding teams across the organization and we need more amazing “Zoomies” to join the team! If you are motivated by delivering happiness, come join us at Zoom!We’re seeking a Senior Business Operations Analyst to optimize and scale business operations across processes, data, and systems— with a deep focus on SaaS sales models and technologies. The ideal candidate brings extensive experience in subscription management, CRM, billing, and ERP platforms, and understands the full SaaS customer lifecycle, including lead-to-cash and renewals.As a key liaison between business and technology teams, this role will lead initiatives that drive cross-functional alignment, improve systems, and deliver scalable, tech-enabled solutions to support a high-growth, recurring-revenue business.Domain Expertise<ul> <li>SaaS Business Model: Deep understanding of subscription-based pricing, cloud delivery, multitenancy, and recurring revenue structures.</li> <li>SaaS Metrics: Familiarity with key performance indicators such as MRR, ARR, TCV, and churn.</li> <li>Sales Cycle &amp; GTM Strategy: Knowledge of SaaS sales lifecycle including lead qualification, demos/trials, onboarding, and go-to-market models (e.g., freemium, self-service, high-touch).</li> <li>Operational Processes: Expertise in lead-to-quote, quote-to-cash, renewals, and upsells within a SaaS environment.</li> <li>Customer Segmentation: Understanding of SMB, mid-market, and enterprise personas and how system processes support each.</li> <li>Retention &amp; Growth Strategies: Experience with upselling, cross-selling, and proactive customer success initiatives.</li> <li>Systems &amp; Tooling: Proficiency in CRM and GTM tools such as Salesforce, Clari, and related GTM systems.</li> <li>Cross-System Data Mapping: Skilled in process and data flow mapping across sales, finance, and customer success functions.</li> </ul>Key Responsibilities:<ul> <li>Requirements &amp; Solution Design: Gather and translate business needs into scalable, secure system solutions.</li> <li>System Implementation &amp; Integration: Lead or support deployment and integration of business-critical applications.</li> <li>Testing &amp; Deployment: Manage UAT efforts and ensure solution readiness for production release.</li> <li>Process &amp; System Optimization: Identify areas for automation and efficiency gains across platforms and processes.</li> <li>Data &amp; Insights: Analyze business data and create dashboards/reports to support strategic decisions.</li> <li>Cross-Functional Collaboration: Align business, IT, and project teams to ensure successful delivery and change adoption.</li> <li>System Support: Provide ongoing administration and enhancement support for platforms like Salesforce and ERP.</li> <li>Project Execution: Lead or contribute to complex initiatives, ensuring on-time, on-scope, and on-budget delivery.</li> </ul>Technical Expertise: <ul> <li>Advanced experience with Salesforce, including configuration and cross-functional workflows.</li> <li>Hands-on experience with tools such as Zuora, Clarity, Workday, or similar.</li> <li>Proficiency in SQL for data querying and reporting; experience defining KPIs and collaborating with analytics teams.</li> <li>Strong UAT planning and execution skills.</li> <li>Familiarity with Agile/Scrum methodologies and tools such as Jira and Confluence.</li> </ul>Preferred Qualifications:<ul> <li>Prior experience in a high-growth SaaS environment.</li> <li>Strong background in Sales Operations, including sales forecasting, compensation, and sales methodology.</li> <li>Proficiency with enterprise platforms including ERP, CRM, CPQ, or subscription billing systems.</li> <li>Bachelors or Masters degree in Business, Information Systems, Computer Science, or related field.</li> <li>7+ years of experience as a Business Operations Analyst or similar role within a SaaS or enterprise environment.</li> </ul>Salary Range or On Target Earnings:Minimum:$97,600.00Maximum:$225,700.00In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.Note: Starting pay will be based on a number of factors and commensurate with qualifications &amp; experience.We also have a location based compensation structure; there may be a different range for candidates in this and other locationsAt Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!Anticipated Position Close Date:06/16/25Ways of Working Our structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.Benefits As part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click <a href="https://careers.zoom.us/benefits" target="_blank">Learn</a><a href="http://careers.zoom.us/benefits" target="_blank"> </a>for more information.About Us Zoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars. We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Find room to grow with opportunities to stretch your skills and advance your career in a collaborative, growth-focused environment. Our Commitment​At Zoom, we believe great work happens when people feel supported and empowered. We’re committed to fair hiring practices that ensure every candidate is evaluated based on skills, experience, and potential. If you require an accommodation during the hiring process, let us know—we’re here to support you at every step. If you need assistance navigating the interview process due to a medical disability, please submit an <a href="https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&amp;d=1127274756253361" target="_blank">Accommodations Request Form</a> and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.#LI-Remote

Zoom

Sr. Business Operations Analyst

Who we are At Twilio, we’re shaping the future of communications, all from the comfort of our homes. We deliver innovative solutions to<a href="https://customers.twilio.com/" target="_blank"> hundreds of thousands of businesses </a>and empower millions of developers worldwide to craft personalized customer experiences. Our dedication to <a href="https://www.twilio.com/en-us/blog/open-work" target="_blank">remote-first work</a>, and strong culture of connection and global inclusion means that no matter your location, you’re part of a vibrant team with diverse experiences making a global impact each day. As we continue to revolutionize how the world interacts, we’re acquiring new skills and experiences that make work feel truly rewarding. Your career at Twilio is in your hands. See yourself at Twilio Join us as a Principal Design Researcher on our Emerging Technology and Innovation (ETI) team. Who we are &amp; why we’re hiring Twilio powers real-time business communications and data solutions that help <a href="https://customers.twilio.com/" target="_blank">companies and developers worldwide</a> build better applications and customer experiences. Although we're headquartered in San Francisco, we have presence throughout South America, Europe, Asia and Australia. We're on a journey to becoming a global company that actively opposes racism and all forms of oppression and bias. At Twilio, we support <a href="https://www.twilio.com/company/diversity" target="_blank">diversity, equity &amp; inclusion</a> wherever we do business. About the job We are seeking a visionary and entrepreneurial Design Researcher passionate about building the future, not just improving the present. In this role, you will lead Horizon 3 innovation—imagining, shaping, and validating breakthrough product concepts that could fundamentally transform the enterprise landscape over the next 3-5+ years. As part of our team, your mandate is to look beyond current product lines and incremental enhancements. Your goal is to help imagine the future that will exist based on technological advances across AI/ ML, AGI, quantum computing, blockchain and more. Working side-by-side with world-class researchers, engineers, and product managers, you will take bold, unproven ideas from whiteboard to working prototype—navigating ambiguity, systematically de-risking concepts, and driving structured experimentation. You will help us reimagine future experiences for our customers. Your success will be measured by your ability to identify and validate opportunities that can shape the next era of growth for Twilio—and the broader technology ecosystem. Responsibilities In this role, you’ll: <ul> <li>Define &amp; Lead Research: Lead end-to-end qualitative and quantitative design research across early-stage, exploratory projects; rigorously uncover customer needs, pain points, and emerging trends</li> <li>Strategy &amp; Opportunity Framing: Provide thought leadership and frameworks that connect research findings to business and product strategy; help teams prioritize opportunities and guide decision-making</li> <li>Synthesize Insights and communicate effectively: Distill complex data into clear, actionable narratives and frameworks for senior executives, product managers, and engineers</li> <li>Drive Experimentation: Collaborate with Product and Design to rapidly test new hypotheses via concepts, prototypes, and MVPs</li> <li>Mentorship: Mentor and elevate best practices for design research across the Horizon 3 team and broader Twilio UX community</li> <li>Customer Advocacy: Represent the voice of the customer in every conversation. Inspire teams to build solutions that surprise and delight customers</li> </ul> Qualifications Not all applicants will have skills that match a job description exactly. Twilio values diverse experiences in other industries, and we encourage everyone who meets the required qualifications to apply. While having “desired” qualifications make for a strong candidate, we encourage applicants with alternative experiences to also apply. If your career is just starting or hasn't followed a traditional path, don't let that stop you from considering Twilio. We are always looking for people who will bring something new to the table! Required: <ul> <li>7+ years of experience in design research, user research, or a related field—preferably with time spent in innovation or new product development environments.</li> <li>Proven track record of leading ambiguous, zero-to-one research programs in fast-paced, high-growth tech companies.</li> <li>Mastery of a wide array of research methods, from ethnography and contextual inquiry to co-creation workshops and rapid concept validation.</li> <li>Experience with qualitative and quantitative data, and ability to easily switch between big-picture thinking and tactical execution.</li> <li>Exceptional communication, storytelling, and influence skills—executive presence a must.</li> <li>Passion for working on highly cross-functional teams and an entrepreneurial, “builder” mentality.</li> <li>Bachelor’s or advanced degree in HCI, Design, Psychology, Anthropology, or a related discipline.</li> </ul> Desired: <ul> <li>Experience working with AI ML technology and customer engagement platforms</li> <li>Experience working in trust, security, or fraud prevention</li> <li>Experience guiding innovation in a multi-sided platform environment</li> <li>Portfolio or case studies illustrating your impact on breakthrough product or business opportunities</li> </ul> Location TThis role will be remote, but is not eligible to be hired in San Francisco, CA, Oakland, CA, San Jose, CA, or the surrounding areas. Travel We prioritize connection and opportunities to build relationships with our customers and each other. For this role, you may be required to travel occasionally to participate in project or team in-person meetings. What We Offer Working at Twilio offers many benefits, including competitive pay, generous time off, ample parental and wellness leave, healthcare, a retirement savings program, and much more. Offerings vary by location. Compensation *Please note this role is open to candidates outside of Colorado, California, New York, and Washington. The information below is provided for candidates hired in those locations only. The estimated pay ranges for this role are as follows: <ul> <li>Based in Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, Vermont or Washington D.C. : $152,500.00-$190,600.00.</li> <li>Based in Washington D.C., Illinois, Maryland, Massachusetts or California (outside of the San Francisco Bay Area): $161,500.00-$201,800.00.</li> <li>Based in the San Francisco Bay area, California: $179,400.00-$224,200.00.</li> <li>This role may be eligible to participate in Twilio’s equity plan and corporate bonus plan. All roles are generally eligible for the following benefits: health care insurance, 401(k) retirement account, paid sick time, paid personal time off, paid parental leave.</li> </ul> The successful candidate’s starting salary will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the state. Application deadline information Applications for this role are intended to be accepted until June 20th 2025, but may change based on business needs. Twilio thinks big. Do you? We like to solve problems, take initiative, pitch in when needed, and are always up for trying new things. That's why we seek out colleagues who embody our values — something we call <a href="https://www.twilio.com/company/values" target="_blank">Twilio Magic</a>. Additionally, we empower employees to build <a href="https://twilio.org/support-and-resources/impact-fund" target="_blank">positive change in their communities</a> by supporting their volunteering and donation efforts. So, if you're ready to unleash your full potential, do your best work, and be the best version of yourself, apply now! If this role isn't what you're looking for, <a href="https://www.twilio.com/company/jobs#open-positions" target="_blank">please consider other open positions</a>. Twilio is proud to be an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Additionally, Twilio participates in the E-Verify program in certain locations, as required by law.

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