Analyst Jobs in Corinth, TX

Title: AML Analyst Duration: 12 months The AML Analysts within the CRIU review system-generated and manual cases for activity conducted by clients. The Senior Compliance Analyst is responsible for managing a caseload of investigations, perform analysis and follow-up and work cases from beginning to completion according to AML procedures and policies. Cases are generated from sources which include Automated Alerts (EAP, Mantas), and Manual referrals. Responsibilities include: • 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. • Liaise with other CRIU units, ACRM, the Business, CSIS, FIU Legal, Trade Surveillance, and Law Enforcement, where applicable. Qualifications • Bachelor's Degree Required or equivalent experience. • 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. “Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of - Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”

About Us: Perfict Global is a leading IT consulting services provider focused on providing innovative and successful business workforce solutions to Fortune 500 companies. Our trained and experienced professionals constantly strive to bring together the best technologies available to manage client's complex business and technology, participate in implementation activities and collaborate in new ways to meet client needs. We provide excellent benefits such as Medical, Dental, Vision ++ a fun company to work!!! Role Overview Axiom which provides financial risk management, trading, and regulatory compliance software, requires a BA to gather business requirements, translate them into technical specifications, and ensure seamless implementation of solutions. A Technical Business Analyst (BA) specializing in Axiom acts as a bridge between the business and technical teams in the financial services industry. In this role, a Technical BA must understand both business needs and technical constraints to optimize the functionality of Axiom software solutions, ensuring they are aligned with regulatory standards and risk management processes. Key Responsibilities Requirements Gathering & Analysis: Work closely with business stakeholders (e.g., risk, finance, trust) to understand business processes, requirements, and pain points related to the Axiom platform. Analyze business needs and translate them into technical specifications and user stories for development teams. Develop detailed business requirement documents (BRDs), functional requirement documents (FRDs), Source to Target mapping documents. Technical Solution Design: Collaborate with technical teams to design solutions that meet business needs and align with Axiom's capabilities. Assist in defining data flows, process models, and system interfaces to ensure alignment with the Axiom platform's architecture. Provide technical insights to help design, enhance, and optimize Axiom configurations and workflows. System Configuration & Customization: Work with the Axiom team to configure the system according to business specifications, including developing custom reports, dashboards, and integrations. Provide technical guidance to configure the Axiom platform to meet the requirements of various business units (e.g., finance, risk, trust). Testing & Validation: Develop test plans and test cases for system modifications and enhancements. Perform functional testing, regression testing, and data validation to ensure system changes are accurately implemented. Work with the QA team to ensure thorough testing and address any issues or defects identified during the testing phase. Stakeholder Communication & Collaboration: Act as the liaison between business stakeholders and technical teams, ensuring both sides are aligned throughout the project lifecycle. Provide regular updates to stakeholders on project progress, technical feasibility, and timelines. Offer training and support to end-users regarding new functionalities and features within the Axiom platform. Data Integration & Reporting: Collaborate with the data management team to ensure seamless data integration with the Axiom platform. Assist in creating and enhancing reports and analytics within the platform to meet business requirements. Ensure that data flows, transformations, and outputs are accurate, consistent, and comply with regulatory requirements. System Optimization & Enhancement: Continuously evaluate the Axiom platform to identify areas for optimization and recommend improvements. Provide recommendations on best practices for system configuration, performance, and scalability. Support the implementation of new features and enhancements based on feedback from users and stakeholders. Documentation: Maintain clear and detailed documentation for technical specifications, requirements, configuration changes, and project deliverables. Update and manage documentation related to system processes, data flows, and troubleshooting. Project Management & Coordination: Assist in the planning and coordination of projects related to Adenza system enhancements and upgrades. Ensure timely delivery of project milestones and meet deadlines by coordinating with cross-functional teams. Manage risk, scope changes and help prioritize business and technical needs. Skills and Qualifications Experience: Proven 8- 10 years experience as a Business Analyst, preferably with experience in financial reporting systems like Axiom or similar platforms. Strong experience with requirements gathering, functional specification writing, and technical solution design. Preferrable experience in US Regulatory Reports including IHC, CCAR, LCR reports etc. Experience working in the financial services industry, with a strong understanding of regulatory reporting, data governance, and compliance processes. Technical Skills: Proficiency in system configuration, integrations, and reporting tools within the Axiom platform. Strong understanding of relational databases (e.g., SQL, Informatica), and data integration techniques. Competent with Jira, Confluence and Microsoft Visio as tools for managing and documenting business needs. Problem-Solving: Strong analytical skills with the ability to identify root causes of technical issues and propose practical solutions. Ability to break down complex business requirements into technical specifications. Communication Skills: Excellent verbal and written communication skills. Ability to explain complex technical concepts to non-technical stakeholders. Ability to work collaboratively with cross-functional teams and manage multiple priorities. Education: Bachelor's degree in computer science, Information Technology, Finance, Business Administration, or related field (or equivalent work experience). Preferred Qualifications Certifications: Relevant certifications in business analysis (e.g., CBAP, PMI-PBA) or technical certifications related to financial systems. IT certifications such as ITIL, CompTIA, or Agile certifications are a plus. Additional Skills: Experience with reporting tools like Crystal Reports, Power BI, or similar. Familiarity with programming or scripting languages for process automation (e.g., Python, Shell scripting) is a plus.

Our client, a top law firm, is looking to hire a New Business Analyst to join their team! Remote options are available. Responsibilities: Collaborate with internal teams, including legal recruiters, human resources, and other relevant staff, to gather necessary information for new business intake and potential conflicts assessments. Conduct conflict checks for new business opportunities, including potential candidates and client matters, and prepare detailed assessments of results. Utilize both internal and external databases to conduct research and support conflict resolution. Assist in identifying and addressing potential conflicts of interest in new business and lateral hiring processes. Generate, analyze, and report on conflict search results, providing insights to relevant stakeholders. Work closely with managers, legal professionals, and support teams to address and resolve conflict-related issues in a timely manner. Communicate with internal stakeholders regarding the status of new business intake, conflict clearances, and resolutions. Provide support on additional tasks related to the resolution and clearance of conflicts of interest. Offer periodic evening and weekend coverage for urgent conflict checks and ad-hoc requests as needed. Qualifications: Bachelor's degree required 3+ years of experience in a law firm or legal environment with a focus on conflict resolution, new business intake, or related areas. Strong understanding of legal and ethical compliance, including risk management rules and conflict of interest analysis. Proficient with conflict management and intake software, such as Intapp Open, and other related tools. Knowledge of Elite 3E or similar systems is a plus. Strong research skills, including experience with online databases such as CapIQ, Lexis/Nexis, and other legal research tools. Comfortable working with and analyzing data, with the ability to present findings clearly. Excellent communication skills, both written and verbal. Strong organizational and time-management skills with the ability to handle multiple projects simultaneously and meet deadlines. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

Top Skills: Excel proficiency, Analytical skills, Essential Duties and Responsibilities include the following: other duties may be assigned. In this position, either directly or through others, the incumbent will: • Monitor daily WIP, to ensure timely closure of tickets in adherence with operational targets • Coordinate with supply chain, customer service and production teams to process exchanges as needed related to production delays • Support inventory monitoring/adjustments for ASC's • Manage Area Leader performance to achieve production KPI's by monitoring the following: Planned vs. actual - Process defects - Cost management - loss, labor cost. • Maximize Machine output times to drive productivity. • Drive the reduction of defective parts through sustaining the best production conditions promoting corrective actions. • Perform other duties, as required by the Part Leader or Group Leader • Coordinate for part forecasting accuracy Qualification/Experience to qualify for this position, the following minimal background and skill levels are required: • Associate Degree or GED plus 3 years in production, preferably a Bachelor's Degree in an engineering technical discipline or business administration • Preferred 1+ year experience in manufacturing, supply chain or telecommunication field • Experience in a Supervisory Role and / or Leadership Role is preferred • Knowledge of manufacturing process • Excellent communication skills (Verbal and Written), Problem Solving Ability, MIS Office, and ERP systems (GMES-PM/RM/SAP) • Applicants must be legally authorized to work in the US without restriction. Sponsorship not available • Experience researching and resolving supply chain issues. Necessary Knowledge/Skills for this position the following skills and abilities must be demonstrated at a proficient level: • The ability to understand significant knowledge of circuit design of wireless handsets • The ability to development and maintain excellent working relationships with multiples levels within the company and with external contacts including customers, authorized service agents, sales & equipment service representatives, etc. • The ability to gather and analyze data from multiple sources, prepare spreadsheets, charts, graphs and tables of information and to plan and prioritize multiple work assignments. • The ability to read, write, provide critical technical review and prepare reports, technical manuals, test procedures and technical product information. • Work under very little supervision and guidance to identify and ensure achievement of production team goals and to complete individual work assignments within established time frames. • The demonstrated ability to solve problems involving highly diverse conditions requiring creativity to search for solutions among learned things. Physical/Mental Demands and Working Conditions: The position requires the ability to perform the essential duties and responsibilities in the following environment: • Operate PC more than 75% of work time in an alternating sedentary and highly mobile position. • High level of visual acuity, numeric/character distinction and moderate color distinction for accurate test equipment operation, for information analysis and error recognition. • Understanding complex Math and reading • Ability for analysis/comprehension and Judgement/Decision Making • Demonstrated competency in both oral and written communication modes for both internal and external personnel at various levels. • Work independently and in a team environment, in order to achieve personal and team goals and complete assignments within established time frames.

Background/Experience Required: • Bachelor's degree in Business, Analytics, Data Science, Statistics, Mathematics, or similar field of study or 6+ years of work experience in Retail performance analytics, Data analytics, Sales Analytics or Strategic Planning • Advanced Excel and Power Point skills; intermediate skills with Tableau, R and Python, SQL • Ability to source, combine and synthesize large amounts of data from various sources to complete statistical modeling, A/B testing, cluster analysis, sample size calculations and tests of significance • Excellent oral and written communication skills, with demonstrated experience building and delivering presentations. Collaboration within Retail teams is a priority for this role. • Strong analytical skills with the ability to understand root cause & effect • Capability to thrive in dynamic, fast-changing environment that requires a high degree of multi-tasking with minimal supervision Plan, organize, and prioritize multiple complex assignments and projects. Read and interpret detailed and complex customer requirements The hourly range for roles of this nature are $40.00 to $45.00/hr. Rates are heavily dependent on skills, experience, location, and industry.

Q Investments, a multi-billion-dollar family office in Fort Worth, Texas is interested in immediately hiring a top analyst to join our investment team. This individual will work with a team of other investment professionals which handle both our private and public markets credit-related investments. Position Description: • Assist senior PMs with researching and monitoring new and existing investments • Research and analyze macro trends in the high-yield and leveraged loan asset classes • Generate new investment ideas along with senior PMs for potential investment • Manage various processes that help us identify which securities to buy or sell • Screen for and review new investment opportunities independently • Develop and maintain various methods in understanding relative value across the high-yield and leveraged loan universe • Calculate and monitor portfolio analyses to understand overall fund beta • Monitor major periodicals daily for news and other information that may impact our investments • Manage and coordinate various routine tasks with interns and participate in mentoring program Requirements: • 1-3 years of experience with a top I-banking, PE, Hedge Fund or Consulting Firm • Bachelor's Degree with excellent academic credentials About the Q Family Office: Established in 1994, the Q Family Office is an organization that combines a 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.

About the Company: Highway is the fastest-growing freight tech provider in North America. We serve the largest freight brokers in the industry, solving one of their biggest pain points: who is really hauling their freight. We answer the question of Carrier Identity, protecting brokers' networks, preventing fraud and increasing transparency. Serving and protecting our customers is our top priority, and we are proud that our best marketing is our customer referrals and testimonials. Role Description Freight brokers put an incredible amount of trust in Highway and that trust will be extended to you. Freight brokers use Highway to onboard over 10,000 carriers a day. The Customer Solutions Analyst is responsible for creating an exceptional experience for customers through problem solving, timely communication and partnering internally with the appropriate stakeholders. Your role: Ensures an improved customer experience by using insights within the application to problem-solve and address any customer issues. This includes managing a high volume of Customer inquiries and developing strategies to resolve customer concerns in a timely manner that meet Highway's SLAs. Work closely with the Customer Success team in handling escalated cases that require additional oversight and review. Handles escalated inbound support phone calls as needed, responds to escalated tickets and troubleshooting as required within Active Admin for Highway's application. Maintains the exceptionally high levels of service with a focus on NPS scores and analyzes issues to ensure minimal downtime in the application and the timely completion of customer inquiries. Makes and suggests updates to the application as required to address system bugs and issues and to ensure the accurate operation of the application for customers. Other duties include troubleshooting technical problems and providing individual solutions for Highway's customers. Demonstrate responsiveness in responding to internal and external communication with the ability to manage multiple priorities at one time. Work cohesively with other members of the Highway Team in an effort to serve our customers well. Qualifications Prior experience working in a Customer Success solutions team offering technical support through data insights and identifying trends for a software company. Technical aptitude and analytical problem solving skills that bring customer solutions that optimize Highway's platform and improves the overall customer experience. Familiarity with tools such as Active Admin for Ruby on Rails is preferable. Familiarity with SQL and/or Microsoft Excel is highly preferred. Thinks outside the box through data analysis of customer insights and performance of Highway's application. Excellent communication skills and thrives in a fast paced and urgent environment. Highly organized with a proven track record of managing multiple priorities within a deadline driven atmosphere. Must be comfortable working a flexible schedule as escalations arise and fixes may be required in the company's application. Transportation and logistics background is a plus.

Required Qualifications Excellent understanding of US Mortgage Industry Hands on experience in Encompass Smart Client configuration with excellent understanding of Encompass product suite from ICE Mortgage Technology Excellent Stake holder management Scrum master skills will be an add on Ability to coordinate / work with offshore team on daily basis. Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. At least 8 years of experience in Information Technology in the US Mortgage space with Encompass product knowledge / experience Candidate must be located within commuting distance of Raleigh / Dallas / Los Angles or be willing to relocate to these locations. Product Management Encompass Smart Client product experience is mandatory. Produce Feasibility Studies and Business Cases to support Life Cycle Management and prioritization. Business Analysis Skills - Develop and communicate a clear product vision aligned with business goals Define and prioritize product features and enhancements based on market trends, user feedback, and business requirements. Work closely with design and development teams to create intuitive and engaging user experiences. Collaborate with key stakeholders, including engineering, design, sales, and customer support, to gather input and ensure alignment with overall business objectives. Manage and maintain the product backlog, tracking progress, and ensuring that development tasks are completed in a timely manner. Requirements Elicitation, Analysis, Configuration, And Documentation Evaluate and analyze business requirements, elicit information to help identify business needs and objectives, and propose solutions to solve problems. Manage on-going communication and clarification of functional and non-function requirements in a clear and comprehensible manner to project staff, and other technical stakeholders. Create and manage Solution Requirements Package supporting Business Requirements: Use Cases and/or User Stories Functional and Non-Functional Requirements Interface Mock-ups and attribute Process Models and descriptions. Workflow Storyboards Requirements Traceability Deliverables Application configuration changes with appropriate change management documentation Requirements management and documentation Evaluate solution proposals for technical merit and feasibility to satisfy business needs within tolerable cost and risk parameters. Excellent communicator (oral and written) with technical understanding (ability to interpret information) and the proposed solution. Excellent organization and time management skills. Understanding of business analysis activities, tasks, tools, and deliverables.

G2 is seeking a candidate for the Quality and Data Analyst role at G2 Headquarters. The ideal candidate will be responsible for responsible for ensuring data accuracy, analyzing trends, and improving processes to enhance business performance. REQUIREMENTS: HS Diploma or GED and at least 3 years of data analysis experience. Familiar with data analysis tools such as Tableau, Power Bi, Excel or similar systems. Previous airline operation experience preferred. BS degree, preferably in a STEM field. JOB SPECIFICATIONS: Manage the Safety Reporting System and generate statistics and intelligence to drive G2's safety strategy. Review and triage safety reports. Manage access to the safety reporting system and provide training. Develop and implement technological solutions to implement safety programs such as safety observations, safety audits, and safety training. Develop and manage the safety performance dashboard and generate safety performance reports. Support the renewal of G2s safety certification ISAGO. Support gap analysis audits, training, and corrective actions follow-up on ISAGO certified stations. WE OFFER: A Competitive Salary range of $24.00- $28.00 hourly. Based on experience. Advancement opportunities Full benefit package G2 is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. EOE/M/F/D/V/SO

Must be local to the Frisco, TX area to work a hybrid work schedule No third party/vendor/C2C candidates can be considered for this job. Required Skills: 2 years' experience Risk reporting and analysis Interpret policies and procedures - will look at a draft and analyze for understanding. Ability to respond on email requests and follow-ups for data for monthly and quarterly reports. Answer general policy questions. Requires high level of verbal and written skills - working with high level executives. Must have Intermediate Excel skills and experience creating pivot tables. PowerBI experience preferred. Financial industry experience preferred. Key Responsibilities: Manage and monitor shared group mailbox, ensuring timely responses and appropriate follow-ups. Follow up with executives and key stakeholders to collect, verify, and finalize KRI report data within require deadlines. Support the governance and oversight of the Key Risk Indicator (KRI) program, ensuring alignment with organizational risk management objectives. Assist in the documentation, refinement, and communication of KRI policies, procedures, and reporting frameworks. Perform data reconciliation tasks, validating and cross-referencing KRI data across multiple sources to ensure accuracy and integrity. Develop clear and concise technical documentation, including reports, process guides, and business communications. Collaborate with cross-functional teams to collect, analyze, and interpret KRI-related data for decision-making and reporting purposes. Maintain and update spreadsheets, databases, and other tracking tools to support the KRI governance framework. Assist in identifying process improvement opportunities to enhance the efficiency and effectiveness of the KRI program. Skills: Strong business administration skills with an ability to manage documentation, reporting, and process coordination. Proficiency in technical writing with a keen eye for detail in drafting policies, procedures, and reports. Experience with data reconciliation and spreadsheet management (Excel pivots) to validate and analyze data. Excellent communication skills, both written and verbal, with the ability to translate complex information into clear, actionable insights. Strong organizational and time-management skills, capable of handling multiple priorities effectively. Ability to collaborate with stakeholders across different business functions to ensure program alignment. Familiarity with risk management frameworks and governance principles.

Seeking a new opportunity? Dahl Consulting is currently partnering with a leader in the chemicals industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Distributor Analyst for a contract position! Interested? Get more details below. Contract Duration: 6-months Worksite Location: Irving, TX | Hybrid Compensation: $35.00 - $45.00 per hour What you'll do as the Distributor Analyst: Serve as the key point of contact for distributor channel operations, supporting the sales team when customers choose to purchase through distribution Communicate and maintain pricing for distributor partners, ensuring accuracy and consistency Research and resolve discrepancies, troubleshoot issues, and monitor distributor pricing activity Manage billback authorizations and scrub pricing data to ensure compliance and clarity Collaborate with internal teams including sales, finance, and operations to support channel efficiency Analyze data using Excel, SAP, and Power BI to drive insights and improvements in the distribution process What you'll bring to the Distributor Analyst role: Bachelor's degree in a quantitative field such as Finance, Economics, or Accounting 2+ years of experience in a finance or product-related role Advanced Excel skills and working knowledge of SAP and Power BI Strong written and verbal communication skills, with the ability to clearly convey complex information Understanding of financial processes, accounting principles, and pricing strategy Experience working with distributors and supporting sales teams is preferred Detail-oriented, analytical, and able to work independently in a fast-paced environment

Duration: 6 months contract with potential extensions OR conversion to full time Client: Top 5 Banks in USA Job Description: The role involves reviewing system-generated and manual cases for activity conducted. The project includes managing a caseload of investigations, performing analysis and follow-up, and working cases from beginning to completion in accordance with AML procedures and policies. Responsibilities: • Document and report case review/investigation findings and prepare case files for review. • Conduct research over available Bank systems, the Internet, and Databases. • Collect and examine financial statements/transaction data to identify unusual transaction patterns. • Follow-up with additional Points of Contact as needed. • Document all research and analysis in the Case Management System. • Create Suspicious Activity Reports (SARs) and recommend relationship retention or termination. • Liaise with CRIU units, ACRM, Business, CSIS, AML Legal, Trade Surveillance, and Law Enforcement. Mandatory Skills: • Bachelor's Degree or equivalent experience. • 1-5 years of experience in reviewing customer transactions and performing AML investigations. • Experience in writing and preparing Suspicious Activity Reports (SARs). • Knowledge of laws applicable to money laundering and financial crimes. • Excellent organizational and time management skills. • Advanced proficiency in Microsoft Office. • Strong writing, analytical, and communication skills. Nice-to-Have Skills: • CAMS Certification. • General understanding of Senior Public Figures, Money Service Businesses, Wealth Management, and Retail Banking. • Strong research skills with online search tools. • Problem-solving skills. • Teamwork and communication skills. Assignment Length: This is a contract position ending on 9/30/2025. Start Date: ASAP. Assignment Location: Irving, TX, OR New Castle, DE. This position is hybrid with 2 days onsite.

The Corporate Strategy Analyst - CEO's Office will play a critical role in supporting high-impact strategic initiatives, deal analysis, and market intelligence for a leading healthcare solutions company. This position requires a strong analytical mindset, financial modeling expertise, and a deep understanding of the healthcare sector. The Analyst will work closely with the CEO's office to evaluate new business opportunities, conduct secondary market research, and assess the cost-benefit dynamics of strategic projects. The ideal candidate will be highly skilled in financial modeling, data-driven decision-making, and cross-functional collaboration. This role offers an exciting opportunity to shape business strategy and drive impactful decisions at the highest level of the organization. Bachelor's degree in Business, Finance, Economics, or a related field (MBA preferred). 3+ years of experience in business analysis, investment banking, consulting, or corporate strategy, preferably in the healthcare sector. Expertise in financial modeling, valuation, and data analytics. Strong understanding of the healthcare industry, including payer-provider dynamics, regulations, and emerging trends.

Sol-Ark is a Veteran-owned solar and battery-based technology manufacturer based in Texas. Our mission is making the most reliable, innovative, and affordable solar storage solutions to power families & their businesses. Founded in 2013, the company has experienced massive, organic growth due to our equipment being 3x more powerful and capable than best-in-class alternatives. It is a fast-paced, yet casual work environment. We are a close-knit team looking to make significant contributions to a very fast-growing industry that values merit, character, aptitude, sustainability and self-reliance. Location: This position will be onsite at our corporate offices in Allen, Texas (Dallas-Fort Worth area). ***Not a remote position. ***Candidates must be authorized to work in the US without requiring work visa sponsorship. Please use this link to apply: ************************************** Overview: The FP&A Analyst will play a key role in the financial planning and analysis activities of the organization. This individual will work closely with senior management to provide insights and recommendations based on financial data. The role is responsible for budgeting, forecasting, financial modeling, variance analysis, and assisting with strategic decision-making. Requirements Financial Planning & Forecasting: Develop and maintain detailed financial models to support budgeting and forecasting processes. Collaborate with department heads to ensure alignment with financial goals and assumptions. Prepare periodic forecasts and ensure they are updated regularly to reflect changing business conditions. Forecast Balance Sheet, Cash, and Impact on Bank Covenants. Budgeting: Lead the annual budgeting process, including the creation of detailed department budgets and consolidation of overall company budget. Provide support to department heads in setting targets and managing expenses within budgeted limits. Financial Analysis: Conduct in-depth analysis of the company's financial performance, including revenue, costs, and margins. Perform variance analysis, identifying and explaining deviations between actual and budgeted figures. Prepare reports on financial performance for senior leadership, highlighting key trends and areas of concern. Business Partnership: Serve as a business partner to operational teams, providing financial insights to support decision-making and improve business outcomes. Support ad hoc financial analysis for key projects, strategic initiatives, or major investments. Reporting: Prepare and deliver monthly, quarterly, and annual financial reports. Ensure timely and accurate reporting of financial performance to senior management and stakeholders. Ad Hoc reporting as needed for departments. Data Management: Maintain accurate financial data and ensure the integrity of financial reporting systems. Ensure proper reconciliation and validation of financial information for internal and external stakeholders. Process Improvement: Identify and implement process improvements in budgeting, forecasting, and reporting processes. Automate reporting and analysis tasks to increase efficiency and reduce manual effort. Required Skills and Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or professional certifications (CMA, CPA, etc.) is a plus. 4-6 years of experience in financial analysis, FP&A, or accounting, preferably within manufacturing industry and distribution. Private and Public company experience a bonus. Proficiency in financial modeling and forecasting. Ability to analyze large datasets and present findings clearly. Familiarity with NetSuite and Vena. Experience with data visualization tools Power BI, Tableau, etc. Advanced knowledge of Excel -pivot tables, v/x-lookups, macros. Benefits: We offer a competitive salary and performance-based bonus program, top-tier benefits package including medical, dental, and vision insurance, 401(k), and paid time off. Please use this link to apply: **************************************

VRGL continues to expand our Operations Team to support clients on the VRGL application. This team heavily collaborates with both the Product team and the Client Experience team, ensuring outstanding service to all VRGL clients. Lead manual statement extraction efforts for non-traditional statement types using AI technologies Directly support VRGL's largest enterprise client relationships Work with engineers and data scientists to develop tools to support operations and client success Partner with clients to creatively solve problems and grow our feature set Test and leverage cutting-edge AI text extraction solutions and provide feedback to senior management on their viability Identify trends and inefficiencies and continually bring suggestions to management for improvement Coordinate with the client-facing support team on prioritization and client messaging Position Requirements Bachelor's degree (or relevant experience) in a quantitative field, e.g. information systems, business, finance, engineering or accounting Experience interpreting financial statements or the private wealth space Experience leveraging Microsoft Excel Ability to work independently and an eagerness to support team members Extremely detail-oriented with strong communication and organization skills Growth mindset and ambitious work ethic Ability to join the team in our Dallas HQ two days a week About VRGL VRGL is a high-growth software and data analytics company serving the wealth management industry. Its products and services revolutionize the way RIAs and wealth managers attract and grow revenue through client acquisition by quantitatively assessing a client's current investment portfolio with where it could be if they transitioned to a new wealth management organization. This immediate transparency allows financial advisors, wealth managers and anyone with brokerage and custodial statements to instantly extract data and quantify what a change means to them. Through VRGL's “5 Pillars,” a financial advisor can quickly help a prospective client identify the advantage of a switch. No more steak dinners and golf outings over years to develop a relationship, go straight to the heart of why they are talking to you. Value Add. VRGL is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: VRGL does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service or other non-merit factor.

S3/Strategic Staffing Solutions has a Client Onboarding Operations Analyst opportunity for a leading Investment Management Firm in Dallas, TX! Duration: 6 months + possible extension Pay Rate: $20-25/hr. W2 Qualifications & Description: Basic Qualifications: Bachelor s degree Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications Exceptional organization skills Good judgment and strong problem resolution skills Ability to multi-task and prioritize accordingly Experience managing client expectations Excellent communication and presentation skills Preferred Qualifications: Series 7, 9, 10, 4 licenses Foreign language skills 1+ years financial industry experience (AML, Compliance or other Client On-boarding Regulatory experience) Scope: Understand the different client account structures and documentation required to establish new accounts Be vigilant in due diligence reviews of new client screening for Anti Money Laundering & Know Your Client requirements Work closely with PWM Advisor teams to ensure all client documents are correct and sent to the client in a timely manner Request products (options, margin, checking, debit cards, etc.) for the respective PWM client accounts Ensure downstream systems correctly recognize approved products and services, including Cash products, Client Statement and Performance reporting Resolve issues through coordination with PWM Teams, PWM Compliance, PWM Legal and Anti Money Laundering Work on improvements to account opening workflow and process

The Expertise & Skills You Bring 3+ years of business or systems analysis experience (within financial services industry preferred) Derivative Trade Processing and Collateral Management domain expertise from a business and/or technology Experience with Calypso Configuration & CATT tool Experience in defining clear and concise requirements for and providing support for Financial applications Experience with JIRA, Postman, Excel, SQL, and Microservices based applications preferred Ability to understand the technology and software architecture of an application Strong analysis skills, with a proven track record of delivery of sophisticated technology projects Bachelor's degree or equivalent experience in either Computer Science, Management Information Systems, Business Information Systems, Mathematics or Finance related field Good interpersonal, relationship management and facilitation skills. You are a strong contributor with a dynamic work style Ability to establish and maintain positive relationships with business partners and technology Confident with having trade off conversations with business partners A consistent track record of excellent written and verbal communication skills with business and technical team members across the organization

Workday Adaptive Financial Systems Analyst Codex are working with a leading Healthcare company looking to hire for a Financial Systems Analyst who is an expert in Workday Adaptive Planning to drive continual improvements to the system. The incoming Systems Analyst will focus on developing new solutions in Adaptive, working closely with finance and others department that utilize Workday Adaptive Planning. This is a great opportunity for those looking to expand their systems knowledge Job responsibilities: Develop and maintain financial models Support and enhance processes using Workday Adaptive Planning Ensure data accuracy and integrity by thoroughly reviewing, reconciling, and improving data inputs and outputs within the Workday platform. Excellent Excel skills. Job requirements: 3+ years' experience in finance Adaptive experience - doesn't need to be a strong admin but needs experience with a complex environment (they have multiple entities, build complex models) Individual contributor for now Bachelor's degree in IT, finance, or equivalent Why join? This is an exceptional opportunity for a Finance manager to join a rapidly growing company with excellent opportunity for growth. APPLY BELOW!!

Who we are: - At CitiusTech, we constantly strive to solve the industry's greatest challenges with technology, creativity, and agility. With over 8,500 healthcare technology professionals worldwide, CitiusTech powers healthcare digital innovation, business transformation, and industry-wide convergence for over 140 organizations through next-generation technologies, solutions, and products. We aim to accelerate the transition to a human-first, sustainable, and digital healthcare ecosystem with the world's leading Healthcare and life sciences organizations and our partners. Here is an opportunity for you to make a difference and collaborate with global leaders to shape the future of healthcare and positively impact human lives. Our vision: - To inspire new possibilities for the health ecosystem with technology and human ingenuity. What is in it for you? We are seeking a highly motivated and detail-oriented System/Product Analyst to join our team. You will play a crucial role in analyzing, documenting, and improving our enterprise application, hosted on a cloud platform (e.g., AWS, Azure, GCP), utilizing a relational database (e.g., PostgreSQL, MySQL, SQL Server) and integrated with various enterprise healthcare applications. This role will also involve significant participation in data migration activities, encompassing both SQL and NoSQL data structures. Responsibilities: • Requirements Gathering and Analysis: o Collaborate with stakeholders (product managers, developers, QA, end-users) to gather and document business and functional requirements. o Analyze existing systems and processes to identify gaps, inefficiencies, and opportunities for improvement. o Translate business requirements into clear and concise technical specifications, user stories, and use cases. • System and Product Documentation: o Create and maintain comprehensive system documentation, including functional specifications, data flow diagrams, process flows, and user manuals. o Document API specifications and integration points with other enterprise healthcare applications. o Maintain data dictionaries and data models for relational and NoSQL databases. • Data Migration Support: o Participate in data migration planning, execution, and validation activities. o Must have experience in creating data mapping and data dictionary. o should understand entity relationship for data integrity. o Experience in API integrations and defining JSON structure would be an added advantage • Cloud Platform and Database Management: o Gain a strong understanding of the cloud platform architecture and its components. o Understand relational database concepts and SQL. o Gain an understanding of NoSQL database concepts and query languages. • Integration and Interoperability: o Analyze and document integration points between the enterprise application and other healthcare systems (e.g., EHR/EMR, PACS, LIS). o Ensure compliance with healthcare interoperability standards (e.g., HL7, FHIR). o Creating HL7 | FHIR mapping and conformance documentation. • Testing and Quality Assurance: o Participate in system and user acceptance testing (UAT). • Communication and Collaboration: o Communicate effectively participate in data migration planning, execution, and validation activities. o Must have experience in creating data mapping and data dictionary. o should understand entity relationship for data integrity. o Experience in API integrations and defining JSON structure would be an added advantage • Cloud Platform and Database Management: o Gain a strong understanding of the cloud platform architecture and its components. o Understand relational database concepts and SQL. o Gain an understanding of NoSQL database concepts and query languages. • Integration and Interoperability: o Analyze and document integration points between the enterprise application and other healthcare systems (e.g., EHR/EMR, PACS, LIS). o Ensure compliance with healthcare interoperability standards (e.g., HL7, FHIR). o Creating HL7 | FHIR mapping and conformance documentation. • Communication and Collaboration: o Communicate effectively with technical and non-technical stakeholders. o Collaborate with cross-functional teams to ensure successful project delivery. o Provide regular status updates and reports Qualifications: • Bachelor's degree in Computer Science, Information Systems, or a related field. • Proven experience as a System/Product Analyst or Business Analyst in a software development environment. • Strong understanding of software development lifecycle (SDLC) methodologies. • Experience with cloud platforms (AWS, Azure, GCP) and relational databases (PostgreSQL, MySQL, SQL Server). • Experience with SQL and data analysis. • Familiarity with NoSQL databases (e.g., MongoDB, Cassandra) is a plus. • Experience with data migration projects is highly desirable. • Knowledge of healthcare interoperability standards (HL7, FHIR) is a plus. • Excellent analytical, problem-solving, and communication skills. • Ability to work independently and as part of a team. • Strong documentation skills. Preferred Qualifications: • Experience in the healthcare industry. • Knowledge of agile methodologies. • Experience with API development and integration. • Experience with Data warehousing and Business Intelligence tools. Experience: - 7 - 10 Years experience Location (Onsite from Day 1) : - Fort Worth, Tx Educational Qualifications: - Engineering Degree - BE/ME/BTech/MTech/BSc/MSc. Technical certification in multiple technologies is desirable. Life at CitiusTech We focus on building highly motivated engineering teams and thought leaders with an entrepreneurial mindset, centered on our core values of Passion, Respect, Openness, Unity, and Depth (PROUD) of knowledge. Our success lies in creating a fun, transparent, non-hierarchical, diverse work culture that focuses on continuous learning and work-life balance. Rated by our employees as the ‘Great Place to Work for' according to the Great Place to Work survey. We offer you a comprehensive set of benefits to ensure that you have a long and rewarding career with us. Our EVP Be You Be Awesome is our EVP and it reflects our continuing efforts to create CitiusTech as a great place to work where our employees can thrive, both personally and professionally. It encompasses the unique benefits and opportunities we offer to support your growth, well-being, and success throughout your journey with us and beyond. Together with our clients, we are solving some of the greatest healthcare challenges and positively impacting human lives. Welcome to the world of Faster Growth, Higher Learning, and Stronger Impact. Join CitiusTech. Be You. Be Awesome. To learn more about CitiusTech, visit ******************