Analyst Jobs in Bear, DE

BUSINESS CONTROLS ANALYST IIWHAT IS THE OPPORTUNITY?This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Commercial Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits.What you will do Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. Must-Have* Bachelor's Degree 3+ years within or related to financial services Skills and Knowledge 3 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity CompensationStarting base salary: $37.96 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. 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.Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit cnb.com.EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at **************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis DUTIES and RESPONSIBILITIES: Client Support: As a key member of the service team, provide coverage for an FA/PWA/team including: Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity - - Remaining current on all policies, procedures and new platforms Business Development & Operational Support: Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 2+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven REPORTS TO: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Pacer Advisors is looking to fill the role of Portfolio Management Analyst . Pacer Advisors is the investment advisor to Pacer ETFs. Pacer ETFs is one of the fastest growing ETF companies, with over $45 Billion in AUM and 50+ funds. Portfolio Management Analysts will have the opportunity to be involved in all stages of the investment management process impacting all segments of the firm. Working with the investment team will develop both the quantitative and qualitative skills of the candidate. Required Skills and Background: Candidates for the position should possess knowledge of the asset management industry. Must have 5+ years prior experience in the industry. Job requires to work in-office M-F The job requires management of multiple projects often under time constraints, constant communication with various teams, a willingness to get the job done to meet various deadlines and have extreme attention to detail. Experience with FactSet and Bloomberg is a must. Experience with Portfolio Order Management Systems a plus. Excellent Excel skills a must CFA, CAIA or other designations are not required, but would be encouraged to pursue. Responsibilities: Plan, coordinate, communicate, and conduct rebalances across all funds, utilizing various tools and methodologies, including the custom-in-kind basketing process. Communicate with all brokers on any necessary trading functions on behalf of the funds and understand all tax scenarios and implications as it relates to trading the funds. Communicate with the AP community and be able to negotiate necessary capital requirements for the funds during rebalance periods. Evaluate and review existing and potential indexes through solid understanding of economic, financial, fundamental, and technical aspects of the investing lifecycle, including the development and proofing of back tests. Provide regular communications, analysis, and insights to our Sales team for use with financial professionals and the investing public. Have experience in doing Comparisons that differentiate products, Indexes and competitors ETFS. Provides daily reporting to ETF Portfolio Managers and Pacer Management and all of our Sales staff, both Retail and Institutional. Closely follow and understand the Capital Markets, Federal Reserve activity, and drivers of performance on a macroeconomic and security-specific level and be able to communicate these insights through ideas and provide our sales team with support. Strong understanding of ETF market - structure, creation/redemption process and market participants. Must have strong communication skills, attention to detail, and ability to multi-task and be a critical thinker. Must work well in a collaborative team environment with occasional time sensitive/high speed requirements. Utilize FactSet, Bloomberg, Morningstar, and the Order Management System and other various systems to oversee the funds and provide support to various teams throughout the organization. Works closely with Marketing and Distribution teams to ensure updated and impactful data. Position is in-office M-F. Industry Financial Services Employment Type Full-time

Job Title: AML SAR Analyst Duration: 9/30/2025 (Possible extension or Conversion) Responsibilities: Review system-generated and manual cases for suspicious activity. Perform investigations from start to finish, following Citi AML policies. Document findings, prepare case files, and conduct research using Bank systems and databases. Analyze financial statements and transaction data for unusual patterns. Follow-up with contacts to gather additional case information. Create and file Suspicious Activity Reports (SARs) and recommend relationship actions. Coordinate with internal units (e.g., ACRM, CSIS, Legal) as needed. Qualifications: Bachelor's Degree or equivalent experience. 1-5 years of AML or financial investigation experience. SAR writing experience required. CAMS Certification is a plus. Knowledge of AML laws, BSA, USA PATRIOT Act, OFAC, and related regulations. Strong organizational, research, analytical, and communication skills. Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook). Attention to detail, self-starter, and ability to work independently.

Risk Analyst Start: End of April / Early May Schedule: 40 hours a week - Monday and Friday Remote Length of contract: 6 months + extensions Hourly Pay: 45-85 p/hr *W2 Contract Only* *Background Check / Drug Screen Required* Job Title: Risk Analyst Location: Malvern, PA (Hybrid Preferred) Duration: 6-Month Contract (Potential for Extension or Conversion) Position Overview: We are seeking a highly analytical and detail-oriented Risk Analyst to support our portfolio analysis and risk assessment initiatives. This role is instrumental in building out our performance analysis and attribution program, establishing policies and processes, and conducting daily portfolio reviews. The ideal candidate will have a strong background in financial services, experience with portfolio risk modeling, and proficiency in big data analytics. Key Responsibilities: Develop and implement the performance analysis and attribution program. Identify and analyze portfolio performance and risk factors. Establish policies and processes for risk assessment and mitigation. Conduct daily portfolio reviews, troubleshoot discrepancies, and refine methodologies. Utilize financial modeling and data analytics tools such as Morningstar Desktop, FactSet, and regression modeling. Assess the impact of cash movements on portfolio performance. Collaborate with stakeholders across portfolio oversight and risk management functions. Contribute to the ongoing model validation phase by reviewing client portfolios against strategic allocations. Required Qualifications: 3-5 years of experience in financial risk analysis, portfolio management, or related fields. Bachelor's degree in Finance, Economics, Business, or Actuarial Science. CFA Level 1 certification (or progress towards it) is highly preferred. Strong analytical skills with experience in big data analysis, financial modeling, and fiduciary risk assessment. Excellent communication skills with the ability to present complex data effectively. Proficiency in tools such as Morningstar Desktop, FactSet, Python, and Jupyter Notebooks is a plus. Preferred Qualifications: CFA certification (strongly preferred). Experience in financial services (RIAs) rather than traditional banking. Altruistic mindset, prioritizing team and client outcomes over individual performance. Ability to work efficiently in a fast-paced, collaborative environment.

Portfolio Risk Analyst Duration: 6 months (Potential for extension/conversion) We are seeking a Portfolio Risk Analyst to join a fast-paced team focused on building and executing a performance analysis and attribution program. This role is ideal for a detail-oriented professional with 3-5 years of experience in portfolio analysis, risk management, or financial modeling. You will play a key role in developing policies, conducting daily portfolio reviews, and ensuring client portfolios align with strategic goals (e.g., 60/40 allocations). Key Responsibilities Performance Analysis & Attribution: Develop and refine models to analyze portfolio performance using tools like Morningstar Desktop, FactSet, and Python/Jupyter notebooks. Daily Portfolio Reviews: Troubleshoot discrepancies, validate asset allocations, and ensure portfolios meet client objectives. Program Development: Establish processes/policies for portfolio analysis, working closely with stakeholders to drive efficiency. Stakeholder Collaboration: Partner with portfolio managers and oversight teams to communicate findings and recommendations. Data-Driven Insights: Leverage big data and regression modeling to identify trends and improve decision-making. Required Qualifications Experience: 3-5 years in portfolio risk, financial analysis, or asset management. Technical Skills: Proficiency in Morningstar Desktop, FactSet, and regression modeling. Experience with large datasets and analytical tools (Python/Jupyter is a plus). Education/Certifications: Bachelor's degree in finance, Economics, Business, or Actuarial Science. CFA Level 1 (or progress toward CFA) preferred. Soft Skills: Strong communication skills with a fiduciary mindset. Team player with an altruistic, client-first attitude.

Review and process contracts, Request for Proposals (RFP), Memorandum of Understanding (MOU), Memorandum of Association (MOA), Letter of Authority (LOA), amendments and non-DPH agreements. Prepare process waivers. Additional duties related to completing contracts for services If possible, looking for someone with the State of Delaware contracts experience.

Details; IT Business Analyst Duration: 9+ Months Contract (with possible extension) Pay Range: $65-$75/hr. on W2 (Depending upon the experience) The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work. MUST-HAVES: Must have strong SQL and Bilingual (speaking) Spanish. Must be able to read SQL programs not necessarily proficiently to write them. Will be doing a lot of work with the LATAM area so needing to understand Spanish is required. Ideally secruityins pricing is wanted but with the other skills above- it is something they will consider training the right person The heavy SQL and Spanish are non negotiable Job Description: KEY RESPONSIBILITIES: • Design and drive execution of accurate and reliable database / application modeling. • Ability to perform analysis on datasets to determine their quality, coverage, complexity • Normalize disparate data sets into a common logical model • Independently query data from multiple relational databases for analysis • Work directly with Technology, Operations, Legal and Business partners to successfully deliver complex projects leveraging our enterprise reference data platform • Create BRD/FRD translating business logic into functional requirements • Communicate business concepts and expected functional behavior to Developers and other stakeholders • Create comprehensive use cases for testing • Provide guidance to the local teams on technical challenges and client communication • Project management, implementation and testing plans CANDIDATE QUALIFICATIONS: • Strong database design and modeling knowledge, deep understanding of data integrity and normalization • Mastery level SQL knowledge with minimum of 2+ years of hands on experience, ability to run analysis and complex SQLs against large sets of data is a must. Preferably experience with Oracle DBMS. • 4 year Bachelor's degree or higher in one of the science majors is ideal • Strong analytical, problem solving and communication skills • Experience managing the full project cycle for complex business deliverables - including translating client logic into functional requirements, writing FRDs/BRDs, working with the technology teams to ensure accurate implementation, and partner with business for user acceptance testing and production go-live. • Experience with Pricing and/or securities reference data background in capital markets is a plus • Technically proficient in Microsoft Office Suite • Capable of managing multiple tasks under tight deadlines

Nemours is seeking a Quality and Data Coordinator RN (HemOnc/Transplant & Cellular Therapy) to join our Nemours Children's Health team in Wilmington, DE. This position is responsible for management and oversight of quality projects and data critical to advancement of quality and service for the Lisa Dean Moseley Foundation Institute for Cancer and Blood Disorders (LDMFI-CBD). Provides data assembly and appropriate management of respective databases. Synthesizes and interprets clinical data and identifies appropriate action items to improve clinical outcomes. Develop, implement, manage, and evaluate all aspects of the Lisa Dean Moseley Foundation Institute for Cancer and Blood Disorders accreditation programs, including but not limited to the Foundation for the Accreditation of Cellular Therapy (FACT) and the American College of Surgeons (ACOS) Commission on Cancer. Lead preparation activities for internal and third-party clinical audits to ensure the program and staff are compliant with regulatory requirements. Collaborates with Transplant and Cellular Therapy Program Manager and multiple disciplines throughout the institution to achieve the strategic and clinical goals of the Moseley Institute. Manages all phases of accreditation/regulatory readiness for the LDMFI-CBD. This includes creation and revision of policies and procedures, submission of necessary information prior to inspections, preparation of involved staff members, provision of answers and documentation requested during an inspection, coordination of the correction of all deficiencies within the program, and coordination of all communication between accrediting bodies and the program. Serves as a resource for the organization for the interpretation of accreditation and regulatory standards. Responsible for all Quality Management and accreditation activities within the LDMFI-CBD. Leads the Transplant and Cellular Therapy Quality Management Committee and Cancer Committee meetings to develop goals, achieve improved clinical outcomes, and ensure positive patient experiences. This includes creating the agenda, gathering reports, and preparing/presenting data as it pertains to the strategic plan. Acts as the Nemours Authorized Representative to oversee implementation and compliance with the Food and Drug Administration (FDA) REMS Program requirements for KYMRIAH Chimeric Antigen Receptor (CAR) T-cell Therapy. Ensures NCH, DE adheres to Novartis mandated requirements of a certified site. Collaborates with various internal and external entities such as the American Red Cross, Registry Partners, the NCH, DE Stem Cell Laboratory team, operating room staff, infection prevention team, nursing leadership, and Novartis Kymriah CAR-T-cell contacts, to track quality measures and regulatory compliance as it pertains to the Transplant and Cellular Therapy (TCT) Program. Implements and audits the quality management plans of applicable programs within the LDMFI-CBD. Prepares reports, minutes, suggestions for process improvements, and the facilitation of corrective action plans, as needed. This includes but is not limited to the creation of annual quality management reports, policy/procedure creation and evaluation, chart reviews, and auditing clinical outcomes. Tracks and reports data for US News and World Report and Managed Care Requests for Information (RFIs). Maintains all Teams pages for programs within the LDMFI-CBD. Ensures policies, reports, minutes, guidelines, and additional documentation are current. Attends Policy Education meetings and Forms Committee meetings to ensure all LDMFI-CBD programs are in alignment with enterprise policies. This position will also be required to attend annual quality workshops as they pertain to the NCCBD Quality and Accreditation initiatives. Acts as the Transplant and Cellular Therapy (TCT) back-up for coordination of TCT care. This includes assisting the TCT Program Manager with data management, as needed. This position is required to attend the National Marrow Donor Program Transplant Coordinator training. Oversee development of details of quality improvement initiatives Requirements Bachelor's degree Minimum of 3-5 years experience in pediatric hematology/oncology nursing. Licensed Registered Nurse, Delaware. Oncology Nursing Certification Corporation (ONCC) Certification in Pediatric Hematology Oncology Nursing (CPON, CPHON, BMTCN) Association of Pediatric Hematology/Oncology Nurses (APHON) Chemotherapy Biotherapy Provider

We are possibility engineers. As Chief Investment Officers, we partner with our clients to help them achieve missions and build legacies that endure for generations to come. We set out over 35 years ago to transform the investment management industry for the benefit of our clients and that is exactly what we are still doing today. We are dedicated to serving as our clients' outsourced investment office, reducing the time and resources required internally to achieve world-class investment results. We take an approach that is completely personalized, building custom-designed investment solutions to meet our clients' unique goals. Our solutions open possibilities for greater cures, more education, smoother retirement and future generations. Learn more about us at our website: ************************ As an Investment Analyst, you will work as a key partner with middle office and our Portfolio Managers to help deliver the highest level of service to our clients. You will be responsible for: Maintaining thorough knowledge of each client and account Understanding complex investment concepts and translating them into clear, actionable insights for clients Articulating our investment philosophy and process to clients and Centers of Influence Demonstrating interest in and knowledge of capital markets, including a strong understanding of financial instruments, investment strategies, and market trends Collaborating with Portfolio Managers and providing trade recommendations for client accounts through deep understanding of client portfolios and investment strategy Attending client meetings and building relationships with the clients we serve Working in Bloomberg to curate custom client portfolio information and projections Working with in-house wealth management software to keep updated and accurate client financial information Producing and maintaining custom client reporting materials and documents that support account maintenance Learning and developing proficiency in various technology resources that will be vital for success within the firm (Bloomberg, Black Diamond, Red Black, Tableau) Updating and maintaining tools and dashboards to provide transparency and metrics on client development Partnering with our Client Engagement team to design prospect presentations Monitoring client portfolios to ensure alignment with asset allocation objectives Assisting with developing asset allocation recommendations Competencies for success: You have excellent written and oral communication skills that you use to communicate internally and externally. You have a client-first mindset and the ability to understand and act upon the needs of the firm, clients and internal partners. You are enthusiastic and responsive with excellent follow-through to ensure all issues are brought to resolution. You possess a strong understanding of capital markets and stay current on trends and developments to inform decision-making and strategy. You are well-organized and can complete projects in a dynamic work environment. This includes a strong ability to multitask. You are dedicated to excellence. You dot the I's and cross the T's and exhibit attention to detail in every aspect of your work. You have an outstanding work ethic and are willing to jump in to help with tasks outside of your direct role to accomplish what our clients need. You have a desire for continued professional development through participation in firm-sponsored training programs and the pursuit of advanced professional designations (CFA, CFP, CIPM). Qualifications: Bachelor's Degree At least 2 years of experience in financial services Advanced Excel and PowerPoint skills At Hirtle, Callaghan & Co., we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know. No agencies please.

Title: Planning Analyst Schedule/On-Site Requirements: Mon-Fri 830am-5pm EST HYBRID First 90 days are fully onsite before converting to hybrid Openings: 2 (1 'standard', 1 Senior) Compensation: $55-104k/yr Process: 3-4 rounds of interviews, start virtual and process to final onsite Must Haves Bachelors LSS cert High level of expertise within Excel (various types of lookups, pivot tables, etc) Experience contributing to operational/strategic initiatives within a healthcare setting Adept within data analytics, and familiarity with financial planning/analysis Plusses Masters Degree Experience contributing to business plan development (ex: mergers and acquisitions, new real estate initiatives, competitor analysis, etc) Certifications for visualization tools such as Tableau and Power BI PMP or LSS BB Day to Day Responsibilities include… Strategic Planning Organize and manage planning efforts for Client's Institutes, programs and services. In collaboration with administrative and physician leadership, develop multi-year strategic plans and annual work plans that contain goals; objectives; relevant financial, clinical and market data; clinical volume targets; and methods for evaluating performance to plans. Update plans as needed. Market and Data Analysis Coordinate the production and collection of relevant financial, clinical, and market data necessary for the planning process: This will include working with various constituents across the organization, including but not limited to hospital leadership, service line leadership, Finance, Enterprise Analytics, Marketing, and Managed Care among other departments. Professional Development Maintain close working relationships with hospital and physician leadership and staff to align clinical services development plans with operations, with an opportunity to be involved in senior leadership facing presentations and meetings. Contribute and influence planning team department growth, development, and culture. Involvement in discussions, analyses, and plans to develop new and innovative partnerships with external organizations across programs and services. Involvement in the process of evaluating data tools, vendors, with an opportunity to build a library of industry standards and benchmarks to enhance analyses.

We are seeking a dynamic and ambitious Financial Analyst familiar with Big Data, who will support the Finance Team with analyzing data across all facets of our business operations. You'll work closely with management to help model financial decision-making tools and maximize profitability for our food manufacturing and fulfillment operations. You will report to the CFO and will assist the Financial Planning & Analysis (FP&A) Manager and Pricing Manager on a day-to-day basis. Our growing FP&A team is developing a business intelligence tool, and this position will contribute to this development in various capacities from conceptualization to implementation. The ideal candidate will have experience in roles such as but not limited to Financial Analyst, Controller, Risk Analyst in industries such as but not limited to Manufacturing, Foodservice, Public Accounting or Banking. Qualifications Bachelor's degree in Accounting, Finance, Business Information Systems, or a similar field 2-5 years of progressing experience in accounting, financial planning, analysis, or similar roles. Experience in manufacturing or food industry is a bonus. 3 Years of Advanced to Expert level use of Microsoft Excel or other database systems Key Responsibilities Support FP&A Manager and Finance Leadership with financial planning processes (annual budgets, forecasts, long-term planning) and ensure alignment with business objectives. Maintain, develop and improve existing high-dimensional financial models to support decision-making and business strategy. Collaborate with cross-functional teams to gather and validate financial information, ensuring accuracy and completeness. Maintenance of data models for price books across a diverse set of customer and product lines. Support the preparation of financial reports, including variance analysis, cost of goods sold (COGS), and profitability analysis. Annual Forecast & Budgeting Support Assist in analyzing financial data, trends, and forecasts to support cost control initiatives and enhance financial performance. Contribute to continuous process improvement initiatives to enhance reporting accuracy, timeliness, and business decision-making. Aid Accounting & Finance Leadership with ad-hoc financial analysis projects as needed. Skills and Competencies: Masterful proficiency in Microsoft Excel (Advanced to Expert Level preferred - Data Models, PowerQuery, PowerBI, Macros) Understanding of Microsoft Access or other Database Warehouse Software Experience with at least 2 accounting or ERP Software -Involvement with FP&A Software Tools is an advantage Strong understanding of financial modeling, forecasting, and budgeting. Problem-Solving and curious, critical thinking skills Effectively manage multiple projects concurrently and meet deadlines Strong communication skills with the ability to simplify complex financial data for non-financial teams. Certifications (Preferred) MBA or Professional Business Certifications a plus, but not required Benefits Offered A dynamic, team-oriented culture that values creativity and innovation. Medical Dental Vision Supplemental Benefits 401(K) with Company Match PTO Sick Time Profit Sharing Referral Bonus

Job Responsibilities · Knowledge of Callback and SSI infrastructure - Knowledge of where systems sit in the hierarchy, inter-relationships would be very advantageous. · Provide the highest level of service to our internal partners and the Client while adhering to the global funds transfer policy and regulatory rules to ensure compliance standards are kept. · Maintain a consistently elevated level of awareness around any potential issues and to resolve exceptions as soon as possible. · Create and Maintain Foreign Exchange instructions for multiple teams. Required qualifications, capabilities, and skills. · A strong sense of ownership and responsibility; Excellent Client focus and Customer care working practices. · Effective communication and interpersonal skills. Accountable for team delivery of excellent customer service. · Strong understanding of financial markets and securities industry. · Excellent communication skills, both written and oral, including the ability to interact with all levels of the organization. · Flexibility to adjust to business needs. · Strong time management, organizational skills, and effective prioritization skills. Preferred qualifications, capabilities, and skills. · Account reference data · Client onboarding · Foreign Exchange

Software Methods is seeking a Scada Analyst for a 24+ month contract opportunity at our client in the King of Prussia, PA area. In-person at least three days a week until self-sufficiency is achieved, and at least two days a week thereafter. The Scada Analyst is a member of the Energy Management System (EMS) Support Department that delivers front-line critical Operations & Maintenance services for EMS applications that help run the electrical grid. The primary supported applications are SCADA, AGC and Network Applications. This position has a focus on operational O&M engineering in the SCADA space. Candidates should have either experience, or demonstration of interest and capability to learn: The major technical layers of EMS telemetry o ICCP/DNP o Data mapping to grid models o Telemetry value and quality analysis, new gen integration Working with diverse up and downstream customers and peers o Dispatch, Transmission Owners, Generations Owners The candidate will both follow established process, and develop (and use) good engineering judgement for all issues and challenges related to feeding the EMS system the tens of thousands of real-time data points needed to run the grid. If this sounds like you, please contact us today! Unable to sponsor visas for this position. Please encourage those authorized, to work in the U.S. without a visa, to apply! No third parties please.

Duration- Full time Salary:- The pay range for this role is $100,000 - $130,000* per annum including any bonuses or variable pay. Tech Mahindra also offers benefits like medical, vision, dental, life, disability insurance and paid time off (including holidays, parental leave, and sick leave, as required by law). Ask our recruiters for more details on our Benefits package. The exact offer terms will depend on the skill level, educational qualifications, experience and location of the candidate. Hire type- FTE Receiving tickets/issues from business in AMS project Analysing the ticket . Responsible for resolving the issue in time with in SLA. Testing and transporting changes to production environment Understanding of SLA's , incident management process and knowledge of ITSM tools like ServiceNow Very good communication skills (English) written and Verbal Work on call after office hours and during weekends on rotation basis ABAP Debugging knowledge preferred for functional consultants Legal And Management Consolidations Integrated Financial Statement Modeling Hybrid Deployment With Sap Analytics Cloud SAP NetWeaver Application Server SAP Business Planning and Consolidation Reporting With Embedded Sap Bpc Intercompany Bookings Intercompany eliminations.

Job Title: AML Analyst Duration: 6 - 12 months Pay Range: $30/hr to $35/hr Roles and Responsibilities: Document and report case review/investigation findings and prepare case files for review (e.g. media search results, copies of statements/checks, results from internal system searches etc.) Conduct research over available Bank systems, the Internet and Databases consistent with the resolution of investigations. Collect and examine financial statements/transaction data and other documents to assist in identifying unusual transaction patterns Follow-up with additional Point(s) of Contact (POC) as needed to identify additional information in support of the case. Document all research and analysis conducted in the Case Management System Create Suspicious Activity Reports (SARs); and recommend relationship retention or termination; and track account closures as required. Qualifications: 1-5 years experience in reviewing customer transactions and information for potentially suspicious activity and performing AML or financial investigations Experience in writing and preparing Suspicious Activity Reports (SARs) in accordance with applicable regulatory requirements preferred. CAMS Certification is a plus Knowledge of the laws applicable to money laundering, terrorist financing, and other applicable financial/securities related crimes (e.g., insider trading, market manipulation), including the Bank Secrecy Act (BSA), The USA PATRIOT Act, US Treasury AML guidelines, OFAC, SEC, FINRA, FRB, FinCEN requirements, and SAR requirements General understanding of Senior Public Figures, Money Service Businesses, Wealth Management and Retail Banking preferred as well as compliance with those business segments. Excellent organizational, time management, and project management skills. Excellent research skills including experience with online search tools. Advanced proficiency in Microsoft Office (i.e., MS-Word, MS-Excel, MS-Access, MS-PowerPoint and MS-Outlook) Strong writing, analytical and communications skills. Must be able to multitask and complete projects on time. Strong Attention to detail and follow-up skills Should be a self-starter, and organized, and must have the ability to work independently, without supervision. Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Logistics Financial Analyst Hybrid: Must be able to travel to West Chester or Kennett Square, PA (2 times per week) Pay: $70k - $75k Direct Hire Responsibilities Ad Hoc Reporting & Analysis: Generate and deliver ad hoc reports on logistics costs, performance, and operational efficiency. Provide actionable insights and recommendations based on financial analysis to support decision-making processes within the logistics function. Month-End Close: Support the month-end close process by preparing and reviewing financial data for logistics operations. Ensure timely and accurate reporting of logistics-related financial statements in alignment with overall corporate reporting deadlines. Identify and resolve discrepancies or issues related to logistics financial data during the close. P&L Preparation: Prepare and maintain detailed Profit & Loss (P&L) statements related to logistics activities. Ensure the accurate allocation of costs to relevant cost centers and business units. Identify key drivers of logistics costs and trends to contribute to business planning and forecasting. Variance Analysis: Conduct variance analysis comparing actual vs. budgeted performance, highlighting areas of concern or opportunity. Provide detailed explanations for variances, working closely with operational teams to identify root causes and recommend corrective actions. Budget vs Actual Reporting: Collaborate with stakeholders to track logistics budget vs. actual performance. Assist in the preparation of logistics budget forecasts and track performance against established financial targets. Comparative Analysis: Perform comparative analysis of historical and current financial data, highlighting trends, anomalies, and performance metrics. Present insights on financial performance and operational efficiencies to leadership teams, providing recommendations for process improvements. System Management & Reporting Tools: Utilize SAP to extract, analyze, and report on logistics data to ensure accurate and efficient financial reporting. Create and maintain Power BI dashboards to visualize financial data and provide real-time insights into logistics operations. Ensure data integrity within SAP and Power BI platforms, collaborating with IT and data teams as necessary. Qualifications Bachelor's degree in Finance, Accounting, Economics, or Business Administration 1-3 years' financial analysis and modeling experience Advanced Excel Power BI Required

What's the job? This position will support implementation and functions as it relates to energy management, renewables, energy security, and energy decarbonization. Day-to-day enablement and business intelligence function for strategic Energy Purchasing scope including contracts, pricing, and decarbonization for energy, in compliance with corporate policies. What will you do? Energy Supply Management: Physical Supply Contracting, On-site Solar/Renewables/Distributed Generation Contracting (PPAs) & Deployment, Analysis & Sourcing of Emerging Energy Technology Energy Derivatives & Financial Products: Energy Market Analysis & Financial Hedging, VPPAs Contracting & Management, REC Purchasing, Energy Budgets, and Energy Modeling & Analytics MR4 Energy Model Management: Energy Usage and Price Reduction, Decarbonization, and Energy Security/Resiliency Vendor & Change Management: Vendor Performance and Compliance, Vendor Energy Consulting & Project Oversight, Onboarding & Offboarding of Vendors, Purchasing Operations What do you bring? Bachelor's degree in Engineering, Data Science or related field required; Masters degree preferred. Certifications preferred in: AEE Certified Energy Manager (CEM) and/or AEE Certified Energy Procurement Professional (CEP) 3-5+ years experience in energy or adjacent, data, computer science required Energy Market Analysis, Modeling, & Techno-Economic Analysis (PowerBI a plus) experience required. Energy Management & Decarbonization experience required. Highly desired experience in: Utility Data Energy Usage Analysis Energy Supply Purchasing & Contracting Solar/Renewables/Distributed Generation Contracting Emerging Technology Analysis & Sourcing Financial Hedging VPPA Contracting & Economic Modeling REC Purchasing Energy Budgeting What are our perks? We provide unique options to fit your unique lives! Our Total Rewards Program is customizable to accommodate your needs. Our menu of flexible options includes, but is not limited to: Excellent healthcare options: Medical, vision, prescription & dental Family Focus & Balance: Parental leave, paid time-off and Employee Assistance Program Financial Security: Competitive 401(k), Company-funded Retirement Accumulation Plan and Employee Stock Purchase Program (PEG) Tuition Reimbursement: Continuing education for every season of your career Pet Insurance options: Insurance plan & prescription discount program for your furry friends Employee Recognition Programs PerkSpot: Our exclusive one-stop online discount marketplace LiveWell: Rewarding you for living a healthy lifestyle At Saint-Gobain, our employees have pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, & Collaboration. Our company encourages diversity and inclusion in all its forms while making the world a more beautiful and sustainable home. Saint-Gobain provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Saint-Gobain is an equal opportunity employer of individuals with disabilities and supports the hiring of veterans.

Immediate need for a talented Financial Analyst (Mid). This is a 12+months contract opportunity with long-term potential and is located in Kennett Square, PA (Onsite). Please review the job description below and contact me ASAP if you are interested. Job ID:25-64811 Pay Range: $70 - $75/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities: A Mid-level Financial Analyst is responsible for analyzing financial data, preparing reports, and providing insights to support decision-making within an organization. Analyzing financial statements, performance metrics, and trends to assess the financial health of the organization. Developing financial models and forecasts to support budgeting and strategic planning processes. Conducting variance analysis and identifying key drivers of financial performance. Preparing and presenting financial reports and findings to management. Providing financial analysis and support for mergers, acquisitions, and other strategic initiatives. Monitoring and evaluating financial risks and opportunities. Collaborating with other departments to gather and analyze financial information. Assisting in the development and implementation of financial policies and procedures. Participating in the preparation of annual budgets and long-term financial plans. Mentoring and providing guidance to junior financial analysts. Long Range Planning: Develop and maintain a 5-year long-range financial plan for O&M baseline budget and capital investments. Analyze financial data and trends to provide insights and recommendations for long-term financial strategies. The goal of having the organizations 5-year plan updated and prepared for official data entry time periods. Collaborate with various departments to gather relevant financial information and ensure comprehensive planning from post project delivery to ongoing financial maintenance. Accrual and Forecasting: Prepare accurate and timely financial forecasts, incorporating both short-term and long-term projections. Manage the accrual process to ensure that financial records accurately reflect the company's financial position. Monitor and adjust forecasts as necessary to reflect changes in business conditions or priorities. Contract Management: Oversee the financial aspects of contract management, including budgeting, invoicing, and compliance. Ensure that contracts are managed efficiently and in accordance with company policies and regulations. Work closely with legal and procurement teams to negotiate favorable contract terms and conditions. Budget Review Meetings: Prepare and present financial reports and analysis for budget review meetings with leadership. Provide clear and concise explanations of financial data and trends to support decision-making. Collaborate with leadership to develop budget strategies and priorities. Cost Allocation: Allocate O&M (Operations and Maintenance) costs to the correct cost centers for our utilities based on post-project tails. Ensure accurate and timely distribution of costs to appropriate cost centers. Monitor and adjust allocations as necessary to reflect changes in project scope or requirements. Rate Times Quantity Calculations: Ensure that rate times quantity calculations for software and labor are up to date and accurate. Review and update rates regularly to reflect current market conditions and company standards. Monitor and adjust calculations as necessary to ensure accuracy and compliance with financial policies. Key Requirements and Technology Experience: Key Skills: CFA/CPA ,O&M Costs ,Financial Analysis/Planning/ Management . Bachelor's degree in finance, Accounting, Economics, or a related field. A master's degree or professional certification (e.g., CFA, CPA) is preferred. Minimum of 5 years of experience in financial analysis, planning, and management. Strong understanding of financial principles, including budgeting, forecasting, and cost allocation. Proficient in financial modeling and analysis tools, such as Excel and financial software. Excellent analytical and problem-solving skills, with the ability to interpret complex financial data. Strong communication and presentation skills, with the ability to convey financial information to non-financial stakeholders. Detail-oriented with a strong commitment to accuracy and quality. Ability to work independently and as part of a team in a fast-paced, dynamic environment. Experience with financial planning software and ERP systems. Knowledge of industry-specific financial regulations and compliance requirements. Strong organizational and time management skills, with the ability to manage multiple tasks and deadlines. Proactive approach to identifying and addressing financial issues and opportunities. Our client is a leading Energy Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, 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. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. 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