Commission Analyst
Analyst Job 50 miles from Hobe Sound
Employees: 250 | Team Size: 3-4
Industry: Technology
Reports To: SVP of Finance
Leading provider of innovative technologies and analytical solutions designed to deliver advanced identity intelligence. We are seeking a dynamic Commission Analyst to join our corporate team. This person will be reporting to the SCP of Finance and Investor Relations and collaborating closely with Sales, Sales Operations, Finance, Accounting, and HR teams to ensure timely and accurate commission calculations, reporting, and compliance. The ideal candidate is detail-oriented, analytical, and experienced in commission operations and financial analysis. This role requires strong communication skills to effectively partner with various stakeholders across the organization.
Most Important Responsibilities:
· Administer and execute the company's sales compensation plans, ensuring alignment with company policies and compliance.
· Prepare, calculate, and analyze monthly commission payouts according to established pay schedules.
· Track and manage compensation plan sign-offs from sales personnel to maintain policy compliance.
· Collaborate with Accounting and Finance teams to prepare monthly accruals, reconciliations, and reports for commissions-related expenses.
· Serve as the main point of contact for commission-related inquiries from sales teams and management, ensuring timely resolution. Clearly communicate complex commission structures and calculations to internal stakeholders.
· Maintain detailed records of approvals and adjustments impacting commission payouts to ensure policy adherence.
· Develop, maintain, and enhance commission tools and reports for improved visibility and efficiency.
· Lead process and system improvements, including User Acceptance Testing (UAT) for annual compensation plan updates.
· Ensure compliance with internal controls, SOX requirements, and company policies regarding commission payments.
· Support cross-functional projects related to sales compensation, incentive plan analysis, and commission optimization.
What you can bring to the table to impact this role, team, and organization:
· 2+ years of experience in incentive compensation, preferably within a high-growth SaaS or Tech company.
· Bachelor's degree in Finance, Accounting, Economics, Human Resources, or related field.
· Advanced Microsoft Excel skills, including financial modeling, pivot tables, and complex formulas.
· Experience with CRM/ERP systems (Salesforce, NetSuite, or similar).
· Ability to interpret and execute sales commission plans with accuracy and compliance.
· Excellent written and verbal communication skills, with the ability to explain complex commission structures clearly.
· High attention to detail, strong problem-solving skills, and a proactive approach to challenges.
Benefits: Opportunity for stock (RSU) grants, 401K matching, flexible PTO, medical, dental, vision
Compensation: Up to $100K
Risk Analyst
Analyst Job 50 miles from Hobe Sound
Onsite opportunity located in Boca Raton five days a week.
We're looking for a Risk Analyst, with passion for a fast-paced high-growth FinTech industry.
FlexShopper, LLC, a wholly owned subsidiary of FlexShopper, Inc. (Nasdaq: FPAY) is a financial and technology company that provides brand name durable goods to consumers on a lease-to-own (LTO) basis through its ecommerce marketplace (******************** and LTO payment method. FlexShopper also provides LTO technology platforms to retailers and e-tailers to enter into transactions with consumers who want to obtain durable goods, but do not have the available cash or credit.
Risk Analyst will cooperate in FlexShopper's highly collaborative, fast-paced startup environment and contribute to the team and the organizations success while taking on the additional responsibility of serving as a respected subject matter expert.
This position is responsible for overseeing the development, maintenance, and interpretation of strategies and policies for FlexShopper.
Essential Duties and Responsibilities:
Quantitative Analysis and Strategy:
Works directly with various multi-disciplinary areas to identify and analyze potential risks, rewards, and opportunities that exist within FlexShopper's operating landscape.
Leads and conducts continuous research and statistical analysis, using existing & new data sources to identify factors that impact applicant's risk.
Evaluates new strategies to reduce risk, with minimal impact to good customers, completes cost/benefits analyses and makes thoughtful recommendations.
Works as part of the Risk team to develop risk & fraud prevention strategy criteria, evaluates, and communicates multiple scenarios, works with leadership to assess, deploy, and maintain strategies and policies.
Conducts performance monitoring and attribution analysis around effectiveness of Risk tools.
Seeks and generates new ideas to enhance business policies to derive actionable outcomes.
Succeeds in a fast paced, entrepreneurial and dynamic environment, while maintaining controls and operational excellence around all work products.
Education and Experience:
Bachelor's degree in a technical discipline,
Master's degree preferred: Mathematics, Statistics, Economics, Stem, Finance or Engineering.
At least 2 years in one or more areas of risk: Risk or Portfolio Management, Risk Analytics, Risk Policy, Model Development, Fraud Analytics, Fraud Prevention or Fraud Model development experience.
At least 4 years of financial industry experience preferred, consumer finance expertise preferred.
Communication Skills:
Creates strong partnerships with team members throughout the organization
Presents findings to all levels of leadership and has superb communication skills, both written and verbal
Answers complex analysis-related questions in a public setting
Creates clear documentation of standard operating procedures and best practices
Researches and recommends best practices, tools, and methodologies for ongoing improvement
Advocates Security, Information Privacy, and Risk Management policies, practices, and procedures
Business Intelligence/Analytical Skills:
Advanced analytical and problem-solving skills.
Solid understanding of statistical methods of data analysis.
Familiarity with technologies used in Risk Management and Fraud Prevention.
Expertise in risk criteria and risk strategy creation, deployment, and maintenance.
FlexShopper is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Investment Analyst
Analyst Job 26 miles from Hobe Sound
Established single family office is seeking a highly skilled and passionate Investment Analyst to join our dynamic investment team. The ideal candidate will have 3-5 years of experience in investment analysis, private equity, asset management, or corporate finance. The individual will be responsible for analyzing external investment managers, evaluating new investment opportunities, and conducting in-depth market research to support investment decision-making across public and private markets. Additionally, the analyst will contribute to the firm's sports investing research and analysis. The position reports to the Chief Investment Officer and will be located in West Palm Beach, Florida.
Key Responsibilities
Conduct in-depth financial and strategic analysis of potential investment opportunities across public and private equity markets, and assist in research and analysis of sports-related opportunities
Monitor the performance of existing investments, providing regular updates and insights on exposures, risks, and opportunities for value creation
Perform market research to understand industry trends, investment opportunities, competitive dynamics, and regulatory frameworks
Assist in developing investment strategies and asset allocation recommendations
Conduct other ad hoc analysis and research and complete investment projects
Work closely with senior leadership, providing data-driven insights to support decision-making and communicating findings and recommendations effectively
Prepare and present investment memos and other materials to the Investment Committee
Liaise with external partners to enhance deal flow and industry knowledge
Qualifications and Skills
3-5 years of experience in investment analysis, private equity, asset management, or corporate finance
Bachelor's degree required. MBA or CFA a plus
Strong analytical skills with experience in financial markets, portfolio strategy, and investment manager evaluation
Enthusiastic about working on a small, nimble team and collaboratively sharing knowledge, participating in discussions, and providing support to colleagues
Ability to thrive in a dynamic environment, managing multiple priorities and deadlines effectively
Excellent interpersonal and communication (oral and written) skills, and ability to interact with investment managers and investment committees presenting complex ideas clearly and persuasively
Highly organized and able to multi-task independently with strong attention to detail
Uncompromising ethics and integrity
Base compensation for this role is expected to be approximately $150,000-$175,000. In addition to base salary, you will also be eligible for an annual discretionary performance bonus.
This position will be based in West Palm Beach, FL and will be 100% in-office.
Send cover letters and resumes to **********************.
Corporate Strategy Analyst
Analyst Job 50 miles from Hobe Sound
This role is designed for a high-performing individual who has a business background in investment banking, trading, corporate strategy or business consulting. This individual will collaborate directly with the CEO on Corporate priorities. The corporate strategy analyst will gain a rare, in-depth perspective into executive leadership, strategic decision-making, and the operational challenges of running a successful organization. This position combines hands-on project work with strategic analysis and offers a unique platform for personal and professional growth within a dynamic corporate environment. Salary: 130-140k (dependent on experience).
Investment Analyst
Analyst Job 19 miles from Hobe Sound
AW Property Co. (AW) is a fully integrated real estate investment company that specializes in acquiring and enhancing medical office properties in major markets throughout the Southeast. We are seeking a highly organized and detail-oriented Investment Analyst to join our team. The analyst will be responsible for underwriting and analyzing potential healthcare investments on behalf of AW's real estate investment funds. The analyst will provide support throughout all aspects of the acquisition process including sourcing, underwriting, financial analysis, market research, financing, due diligence and closing. The analyst will also play a key role in all dispositions and assist in the financial management of AW's existing portfolio of properties. The position will be based out of AW's corporate headquarters in North Palm Beach, Florida.
Qualifications
Bachelor's degree in finance, business, accounting, economics or real estate and a minimum of two years of real estate acquisition, investment banking or lending experience. Must be organized and possess strong analytical skills, understand real estate financial metrics and be detailed oriented and process driven. Additionally, the candidate must possess strong writing and verbal skills. The position requires proficiency with Argus and Microsoft Office Suite.
Our company offers a competitive pay package and great growth opportunities.
Additional Items for Consideration
We operate as a team and genuinely care about each other. We empower our employees with autonomy and treat them with respect. We help advance their careers through personal and professional development.
We have an entrepreneurial culture where critical thinking and independent decision making are encouraged. We inspire our employees to act like owners.
We build relationships through frequent and direct communication. We operate on a basis of transparency and trust.
We make business decisions through experience and sound judgment. We accept responsibility for our actions and see failure as an opportunity for growth.
Besides competitive pay and benefits, we offer additional compensation for annual team performance, employment anniversaries and employee referrals plus we share the profits from our real estate funds and joint ventures. We adhere to a 38-hour work week with flexible hours, one day per week remote and floating holidays. We also give paid time off for birthdays, voting and community service, provide complementary team lunches each week and have a casual dress code. We strive to be the employer of choice in our industry.
Research Analyst - 1st Year
Analyst Job 26 miles from Hobe Sound
Who You Are
A highly analytical thinker with strong financial modeling and research skills
Able to synthesize complex data into clear, actionable investment insights
A proactive, detail-oriented professional with strong communication and presentation abilities
You enjoy building authentic working relationships with team members and external stakeholders
You are flexible, think creatively, and demonstrate a positive and solution-oriented demeanor in the face of complexity
Passionate about private credit, technology investments, and working directly with company leadership
About the Team
Serengeti Asset Management is an opportunistic, value-driven investment firm that provides flexible capital solutions for innovative private companies and their shareholders. We invest in and build financing platforms for assets often ignored or underserved by other, more traditional capital sources. Our capital solutions seek to address complex situations through structure and creativity.
Your role will align with Rochefort Management at the firm, a joint venture with Hayman Capital. Rochefort is a private credit Small Business Investment Company (SBIC) specializing in providing capital to small businesses operating in Critical Technology industries. We invest $3M-$100M in companies that may not meet traditional bank lending criteria but have commercially validated products ready to scale.
As a Research Analyst at Rochefort, you will be key in evaluating and executing investments, working directly with CEOs, company principals, and senior investment professionals. This role offers hands-on exposure to the full investment lifecycle, from due diligence to deal structuring and portfolio management.
Responsibilities
Investment Analysis & Due Diligence
Conduct comprehensive due diligence on potential investments, including financial, operational, and strategic assessments
Evaluate financial statements, cash flow projections, debt structures, and potential legal risks
Lead diligence calls with independent third-party experts, industry specialists, customers, and investors to validate an investment thesis.
Synthesize industry data, macroeconomic trends, and company-specific insights to assess risk and opportunity
Participate in management meetings and work closely with advisors to ensure thorough investment evaluation
Financial Modeling & Valuation
Develop detailed financial models to assess potential investments, incorporating various valuation methodologies, including discounted cash flow, comparable company analysis, and precedent transaction Analysis
Construct independent growth and profitability forecasts, triangulating data beyond management-prepared projections
Industry Research & Market Analysis
Conduct deep-dive research into target industries, identifying key trends, market drivers, and competitive landscapes
Analyze industry-specific risks and macroeconomic factors that could impact investment outcomes
Investment Presentation & Execution
Prepare investment memos, presentations, and supporting documentation for senior leadership, investment committees, and external stakeholders
Synthesize diligence findings into clear, actionable recommendations
Assist in the structuring and negotiation of investment terms
Qualifications
Bachelor's degree with prior relevant internship experience
Highly proficient in Excel and PowerPoint with exceptional attention to detail
Import/Export & Freight Sr. Analyst
Analyst Job 18 miles from Hobe Sound
We are ZimVie, a publicly traded, global life sciences leader focused on restoring daily life by advancing clinical technology to improve patients' smiles, function, and confidence. Our company is founded on a legacy of trusted brands, products, and clinical evidence made possible through an inclusive and collaborative culture that empowers our team members to bring their whole selves - their best selves - to work every day to accomplish our Mission. Together, our dedicated, diverse global team is shaping an exciting future for ZimVie - we hope you'll consider being a part of it!
Job Summary:
The Import/Export and Freight Analyst is responsible for ensuring compliance with global trade regulations, managing import/export documentation, and optimizing freight operations to minimize costs and improve efficiency. This role involves classifying products, monitoring freight spend, negotiating with logistics providers, and developing strategies for cost-effective and timely transportation. The analyst will collaborate with internal teams and external vendors to align shipping and compliance activities with organizational objectives.
Principal Duties and Responsibilities:
Evaluate and select the most cost-effective and efficient transportation methods for both domestic and international shipments.
Monitor freight spend to identify trends, variances, and opportunities for cost savings.
Partner with logistics providers to negotiate rates and secure optimal transportation contracts.
Develop and maintain dashboards to track key performance indicators (KPIs), such as on-time delivery, freight costs, and carrier performance.
Implement strategies to optimize shipment consolidation, routing, and scheduling to minimize costs while ensuring timely delivery.
Collaborate with internal teams to forecast shipping needs and ensure alignment with demand and supply planning.
Serve as the main point of contact for freight-related inquiries, both internally and with external vendors.
Work closely with the Supply Chain, Procurement, and Trade Compliance teams to align transportation strategies with company goals.
Provide regular reports to management detailing cost-saving initiatives, freight performance, and compliance metrics.
Manage and oversee all import/export activities to ensure compliance with international trade regulations.
Prepare and review shipping documentation, including commercial invoices, packing lists, bills of lading, and certificates of origin.
Determines assignment of ECCN (Export Control Classification Number) and Commodity Codes for all Zimvie products.
Collaborate with the Trade Compliance team to stay up to date on regulatory changes and implement necessary adjustments to policies and procedures.
Coordinate all international shipments with international customer service representatives and other departments to ensure that products meet Export Administration Regulations and paperwork is correct.
Assists to provide training for internal departments and global users.
Perform periodic audits of import and export transactions and classifications.
Updates procedure and work instruction manuals to reflect current practices or to make improvements.
Follows internal controls of the company related to import/export compliance, meeting/exceeding compliance goals, objectives, order processing lead times.
Assures that imports of the company are compliant with US Customs import regulations such as HTS (Harmonized Tariff Schedule) classification, valuation, country of origin, assists, record keeping, ADD/CVD, special trade programs and other government agency requirements.
This is not an exhaustive list of duties or functions and may not necessarily comprise all of the "essential functions" for purposes of the ADA.
Expected Areas of Competence (i.e., knowledge, skills, and abilities)
Strong understanding of international trade regulations, HTS classification, and INCOTERMS.
Proficiency in freight analysis and cost optimization strategies.
Advanced knowledge of transportation management systems (TMS) and data analysis tools.
Exceptional analytical skills with a keen eye for detail.
Strong communication and negotiation skills to manage vendor relationships.
Certifications: Customs Broker License, Certified Import/Export Compliance Professional (CICP), or similar credentials preferred.
Education/Experience Requirements
Typically requires bachelor's degree in supply chain management, Logistics, Business Administration, or a related field. and medical device knowledge preferred.
3 to 5 f experience in import/export compliance and freight analysis, preferably within the medical device or regulated industry.
Travel Requirements
Up to 5%
ZimVie is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants for employment and employment decisions, including hiring, promotion, transfer, demotion, evaluation, compensation, and separation, are considered without regard to race, color, religion, religious beliefs, creed, national origin, ancestry, citizenship status, age, gender/sex (including pregnancy, childbirth, related medical conditions, lactation and breastfeeding), gender identity or expression (including transgender status), sexual orientation, marital status, military status, protected veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other status protected under applicable federal, state and local laws.
ZimVie generally does not sponsor applicant work visas for this position.
Financial Analyst
Analyst Job 26 miles from Hobe Sound
Become the newest member of our exciting team at SROA Capital as we redefine self-storage!
SROA Capital is a vertically integrated private equity real estate and technology platform. Our success is driven by a focused strategy of investing in self-storage on behalf of our principals and partners under the brand Storage Rentals of America. Currently, our portfolio comprises over 667 self-storage facilities totaling over 22 million square feet.
At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel.
The Junior Financial Analyst will collaborate with senior members to support various financial initiatives including project management, financial analysis, budgeting, modeling, data analytics, reporting, and data visualization efforts.
Duties and Responsibilities
Assist in project management activities related to FP&A projects, ensuring timely completion and adherence to project goals.
Conduct comprehensive financial analysis to support decision-making processes, including but not limited to, investment analysis, cost analysis, and financial forecasting.
Support annual budget and rolling forecast process; tracking key dates and managing inputs from departmental contributors.
Collaborate with team members to develop and maintain financial models to evaluate business performance and identify opportunities for improvement.
Support budgeting processes by collecting and analyzing financial data, identifying trends, and preparing budget reports.
Utilize data analytics techniques to extract insights from financial data and present findings to stakeholders.
Assist in compilation of monthly and quarterly reporting, including analysis of Company performance and providing commentary to explain results.
Identify expense anomalies in monthly financial results and propose solutions to minimize variances going forward.
Generate insightful reports and presentations using Power BI and PowerPoint to communicate financial and operational information effectively.
Assist in the development of dashboards and data visualizations to facilitate understanding and interpretation business KPIs.
Provide analytical support for quarterly and annual investor reporting,
Stay updated on industry trends, best practices, and technological advancements to enhance financial analysis capabilities.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field.
Master's degree in Finance, Accounting, Economics, Business Administration, or a related field (preferred).
1-3 years of experience in financial analysis, project management, or related roles.
Proficient in Excel (familiarity with VBA is beneficial but not required).
Strong understanding of financial concepts and methodologies.
Experience with data visualization tools such as Power BI.
Excellent communication, organizational and presentation skills, with the ability to convey complex financial information in a clear and concise manner.
Strong analytical and problem-solving abilities, with a keen attention to detail.
Ability to work effectively in a collaborative team environment and independently when necessary.
Proactive attitude with a willingness to take on new challenges and learn new skills.
Proficiency in SQL or other database querying languages (preferred).
A strong work ethic, with an ability to work in a dynamic and demanding work environment to meet critical deadlines.
SROA Offers:
Competitive pay with bonus potential
UKG Wallet - on-demand pay option
100% paid medical coverage options for employee-only
Dental and vision plans for optimal care
Eight (8) paid holidays
Generous Paid Time Off (PTO), increasing with years of service
Paid Maternity and Parental Leave for growing families
401(k) with substantial employer match and 100% immediate vesting
Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings
GAP Insurance for added financial protection
Employer-paid Life Insurance and Short-Term Disability coverage
Long-Term Disability (LTD) coverage for added peace of mind
Pet insurance - because your pets are family too
Storage Discounts to help you declutter and organize
Access to Voluntary Benefits for personalized coverage
Learning and development opportunities to maximize your potential and excel in your career
A great culture that values collaboration, innovation, and inclusivity
SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.
Law Analyst
Analyst Job 39 miles from Hobe Sound
Outlier helps the world's most innovative companies improve their AI models by providing human feedback. Are you an experienced Law expert who would like to lend your expertise to train AI models?
About the opportunity:
Outlier is looking for talented Law experts to help train generative artificial intelligence models
This freelance opportunity is remote and hours are flexible, so you can work whenever is best for you
You may contribute your expertise by…
Assessing the factuality and relevance of domain-specific text produced by AI models
Crafting and answering questions related to Law Evaluating and ranking domain-specific responses generated by AI models
Examples of desirable expertise:
A bachelor's or higher degree in Law or a related subject
Experience working as a Law professional
Ability to write clearly about concepts related to Law in fluent English
Payment:
Currently, pay rates for core project work by Law experts range from $30 to $50 per hour USD.
Rates vary based on expertise, skills assessment, location, project need, and other factors. For example, higher rates may be offered to PhDs. For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply. Certain projects offer incentive payments. Please review the payment terms for each project.
Credit Analyst
Analyst Job 28 miles from Hobe Sound
Experienced Credit Analyst
Great Elm Capital Management is seeking an experienced Credit Analyst to support its senior investment team and report to the Head of Research. The individual is expected to provide analysis of various industries and the companies within them and make investment recommendations. Expertise in credit research for high yield bond, leveraged loans, preferred stock, and reorg equities across the risk spectrum from deep distressed to performing is required. Strong analytical and interpersonal skills are of critical importance. Responsibilities will include supporting the research and portfolio management team in the evaluation and presentation of new investment ideas, monitoring financial trends and existing portfolio investments, conducting industry-specific research, and supporting the execution of transactions approved by the investment committee.
Essential Position Responsibilities:
Provide fundamental credit analysis to assess the risks of current portfolio positions and potential new investments both with respect to business trends and deep credit document analysis.
Proactively generate and communicate investment ideas by initiating discussions with the Investment Committee.
Develop detailed financial models with projections supporting investment theses.
Conduct ongoing monitoring of investments to include updates to financial models / internal tracking memos, highlighting changes in fundamental factors and relative value considerations.
Foster and maintain relationships with “sell side” traders, sales coverage, analysts, lawyers, consultants and “buy side” parties to facilitate the flow of credit ideas, market information, and co-investment opportunities.
Respond to internal inquiries regarding credit concerns and market overviews.
Act as a backup to the trading desk including trading within approved parameters as needed.
Skills and Qualifications:
Ability to effectively communicate/pitch ideas with internal constituents, including to the Investment Committee.
Must have a minimum of 3 years of work experience in the areas of credit research and/or investment banking with material knowledge of financial modelling, valuation methodologies and credit documents.
Sector generalist with strong financial modeling and superior writing skills.
Deep experience in credit document analysis and a strong understanding on how these documents impact both performing and distressed investment opportunities.
Capacity to thrive in a fast paced, dynamic environment with a proven commitment to generating consistent, high-quality work.
High level of integrity, energy and flexibility with a positive team oriented "can-do" attitude.
Experience with fixed income and issues that often arise in high yield and distressed debt.
Experience with transacting in Credit Markets and ability to execute trades.
Strong interpersonal relationship skills are critical. Must have solid communication skills and a personal style conducive to building relationships.
Education & Experience:
Bachelor's Degree is required.
CFA designation is preferred.
Experience investing in the technology, media and healthcare sectors is a plus, but not a requirement
MBA or Master's Degree in accounting, finance or economics degree is a plus.
Investment Analyst
Analyst Job 18 miles from Hobe Sound
The Opportunity
Investment Analyst
Who We Are
Our client specializes in leasing and financing aircraft and engines for a global clientele, including airlines, financial institutions, and MROs. We pride ourselves on delivering tailored solutions that meet the complex needs of our clients.
Position Overview
As an Investment Analyst, you will play a crucial role in evaluating and managing the financial aspects of our leasing and financing operations. You will analyze investment opportunities, conduct financial modeling, and support decision-making processes to ensure the profitability and sustainability of our aircraft and engine portfolios.
Key Responsibilities as an Investment Analyst-
Accounting and Finance- To function in a high capacity with an excellent eye for detail and acumen in accounting and finance
Financial Modeling- Responsibility for the creation financial models, conducting market research and writing investment memorandums and completing operational tasks
Projections- Exhibit the ability to analyze market trends within the air transport industry, airline operator, fleet analysis and financial condition reviews
Asset Management- Develop complex cash flow projections and model new opportunities in collaboration with the team using advanced Excel modeling skills
Contract Research- Extract economic variables and other key contract considerations from lease documentation issued by counter-parties to verify and support pricing considerations
Presentations- write investment memos, Power Point presentations and PPMs in collaboration with the investment team
Transaction Processing- Operate in a fast-paced working environment with multiple transaction reviews occurring simultaneously
Minimum Qualification as an Investment Analyst:
• 2+ years' experience as a Financial Analyst
• Basic knowledge of accounting and finance
• Strong ability with Excel and MS Office
• Highly collaborative and accountable
• Detail-oriented and able to perform well under pressure
• Positive and professional demeanor
• Good listener and well organized
• Bachelor's degree
Preferred Qualifications as an Investment Analyst:
• Top academic credentials, CPA, MBA, or CFA or partial completion
• Equipment leasing experience
• Experience in financial services industry, preferably PE
• Exceptional written and verbal communication skills
Financial Analyst
Analyst Job 26 miles from Hobe Sound
The Financial Analyst will drive system efficiencies and operational improvements across the Construction portfolio, contributing to strategic growth initiatives. This role is responsible for maintaining standard reporting measures, documenting processes, analyzing financial data, and providing actionable insights to support budgeting, forecasting, and variance analysis. The analyst will work closely with business partners and cross-functional teams to ensure accurate financial reporting, manage accounts payable (AP) processes, and support informed decision-making through detailed analysis and data consolidation.
Core Responsibilities:
Partner with construction managers and business leaders to understand financial resources, including funding sources, project timelines, and spending forecasts.
Manage and validate financial data through collaboration with team members and regular spot checks to ensure accuracy and consistency.
Develop and maintain operational reporting tools to monitor financial performance and identify trends.
Provide analytical support by evaluating actual results against forecasts and budgets, assessing the feasibility of business strategies, and recommending adjustments where necessary.
Identify data discrepancies, propose solutions, and implement streamlined processes for research, analysis, and tracking.
Consolidate data from multiple sources to deliver clear, actionable insights that drive strategic decision-making.
Act as the primary point of contact for business partners regarding AP issues, including sending monthly invoicing reports, managing purchase orders, and resolving AP holds within a 30-day window.
Monitor AP aging reports and ensure timely resolution of outstanding issues.
Support weekly financial reporting, budget tracking, and system reconciliations to maintain accuracy and control.
Ensure regular, consistent, and punctual attendance, with the ability to work nights, weekends, and overtime as needed.
Perform other duties and responsibilities as assigned.
Job Specifications:
Education: Associate's or Bachelor's Degree in Finance, Accounting, or a related field preferred.
Experience: 3-5 years of relevant experience, with a strong focus on AP, AR, or financial analysis.
Technical Skills: High proficiency in Microsoft Excel, including pivot tables, VLOOKUP, XLOOKUP, and index formulas. Experience with Oracle and Salesforce is highly preferred.
Communication: Strong written and verbal communication skills with the ability to engage effectively with business partners and internal stakeholders.
Detail-Oriented: Ability to manage high-volume data reconciliation and ensure accuracy in line-item details.
Problem-Solving: Proactive in identifying issues, recommending solutions, and driving process improvements.
Preferred Qualifications:
Experience managing an AP or AR portfolio, with a strong understanding of financial controls and business operations.
Ability to work independently and manage multiple priorities in a fast-paced environment.
Strong analytical and organizational skills with a focus on delivering data-driven insights.
#LI-AL1
IT Business Process Analyst
Analyst Job 10 miles from Hobe Sound
Professional and technical work specializing in both project management to ensure successful IT project implementations, and process analysis to streamline and automate departmental operations within the county. Requires specific knowledge of County operations on organizational, departmental and divisional levels. This position is the liaison between the various business units and other IT technical resources. This position will document business requirements, interpret technology solutions for the County, and develop business solutions through business analysis, functional and technical specifications, development and implementation, documentation, testing and training requirements.
In the event of a natural or man-made disaster that may threaten the area, the employee will be required to perform emergency duties as directed.
ESSENTIAL DUTIES AND RESPONSIBILITIES / KNOWLEDGE, SKILLS AND ABILITIES
(Note: The listed duties are illustrative only and are not intended to describe each and every function, which may be performed in the job class. The omission of specific statements does not preclude management from assigning specific duties not listed herein if such duties are a logical assignment to the position.)
Integrate with business personnel to identify and understand business needs and solutions.
Identify and document business requirements for assigned IT projects.
Develop robust functional requirements for the IT technical resources.
Participate and contribute to the technical requirements required by IT technical resources to develop business solutions.
Validate business and functional requirements with business stakeholders and end users.
Assists in task identification, status reports, issue and risk mitigation.
Complete required tasks with input from business and technical resources in a timely manner.
Perform process and procedure analysis in regard to automation systems with continued efforts on process improvements.
Recommend procedural changes based on the analysis.
Responsible for process flows, and gathering current business operational processes.
Conducts systems analysis and evaluations as well as documenting existing functionality and procedures.
Act as IT Project Leader for small, medium and large IT customer facing projects.
Apply project management best practices while working as the team leader or team member.
Coordination of vendor, IT and County resources.
Design, development and documentation of end user requirements for applications & infrastructure.
Configuration of systems, workflows, data models and other automated or manual capabilities to implement selected business solutions.
Facilitate testing and training by business end users to ensure the IT solutions fit the requirements.
Providing the business and other IT groups with production support on an as-needed basis.
Requires excellent customer service orientation and experience in business-related interactions.
Must possess high-energy levels and be passionate about customers and their needs.
Must be results-oriented and capable of handling multiple tasks at once.
Must display a high degree of initiative and independence of action.
Must have strong analytical skills and the ability to quickly grasp new concepts and use a facilitative style to gather information for decision making.
Performs work related to this job description as required.
KNOWLEDGE, SKILLS AND ABILITIES:
(Note: The knowledge, skills, and abilities identified in this class specification represent those needed to perform the duties of this class. Additional knowledge, skills and abilities may be applicable for individual positions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
Knowledge of project management best practices, which include project definition, planning, scheduling, vendor management, risk assessment, budgeting, change management, and project control.
Knowledge of public administration with particular reference to business processes and procedures.
Knowledge of governmental purchasing, personnel and accounting procedures; research techniques and sources and availability of information.
Knowledge of the function, operations and organizational structure of local government and the interrelationship of departments.
Ability to adjust to changes in customer demands or operational goals.
Ability to motivate people who do not work for them, and keep teams working effectively together.
Ability to focus on finite details required to ensure successful projects.
Ability to analyze a variety of departmental processes and procedures and recommend and document process improvements.
Ability to make sound decisions in accordance with applicable laws, regulations, policies, and agreements.
Ability to maintain effective working relationships with a wide variety of individuals in routine and stressful situations.
Ability to express oneself clearly and concisely, orally and in writing and to communicate effectively.
Ability to work accurately, effectively, and efficiently while balancing multiple, competing priorities.
Strong organizational and planning skills.
EDUCATION AND EXPERIENCE
Bachelor's degree from an accredited college or university in Information Technology (IT), Public or Business Administration or closely related field, and two (2) years' experience in project/program coordination and business analysis for Information Technology Services, preferably in a government setting.
Strong working knowledge of MS Word, Excel, PowerPoint, Visio and Project would be a plus.
Additional qualifying education and/or experience which provide the necessary knowledge, skills and abilities may be substituted one for the other on a year for year basis.
CERTIFICATES, LICENSES, REGISTRATIONS:
Must possess a valid Florida Driver's License
PHYSICAL DEMANDS / WORK ENVIRONMENT / ADA COMPLIANCE STATEMENT / EEO STATEMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Acceptable eyesight (with or without correction)
Acceptable hearing (with or without correction)
Ability to sit for long periods of time
Requires manual dexterity sufficient to operate a keyboard, calculator, telephone, copier, and other related office equipment as necessary.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is performed primarily indoors.
Involves frequent interaction with people.
ADA/COMPLIANCE STATEMENTThis document may be reproduced upon request in an alternative format by contacting the County ADA Coordinator **************, the County Administration Office **************, Florida Relay 711, or by completing our accessibility feedback form at *************************************** EEO STATEMENT
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
OAS_Data Mapping Analyst
Analyst Job 26 miles from Hobe Sound
Temp
Detailed analyst to support data mapping and data management support for the acquisitions while they are being migrated.
HUMAN SERVICES PROGRAM ANALYST - 64084217 1
Analyst Job 27 miles from Hobe Sound
Working Title: HUMAN SERVICES PROGRAM ANALYST - 64084217 1 Pay Plan: Career Service 64084217 Salary: 37,312.08 Annually Total Compensation Estimator Tool Job posting category (Open Competitive)
Your Specific Responsibilities:
This position is a paraprofessional position working in the field of public health. The main goals are to locate high risk pregnant women and link them with needed prenatal, prevention and social services. This position is responsible for providing active & passive outreach, screenings for HIV, pregnancy and STD's, educational sessions, and linkage & referrals for services for high-risk pregnant women & women of childbearing age. This position is an independent field position where client contact is made at community venues, homes, and other locations away from direct supervision. Employee is expected to drive to these locations to conduct the duties outlined here. Use of personal vehicle may be required. Fluency in a second language (Spanish) is required. Supervision is provided by the Community Health Nursing Supervisor.
Performs the following duties as per the Interagency Agreement for TOPWA:
1. Identify specific venues where clients may be found. These include, but are not limited to: bars/clubs, laundromats, business establishments, low-income housing complexes, social organizations, street locations, homeless/domestic violence shelters, food banks, jails, substance abuse treatment centers, and mental health facilities.
2. Collaborate with existing outreach programs in identified areas and establish reciprocal referral relationships with other outreach workers. These include, but are not limited to: Community Based Organizations, Disease Control Programs (Sexually Transmitted Disease (STD) Program, HIV Program, Tuberculosis (TB) Program, Epidemiology Program), Healthy Start, DOH-St Lucie Clinic, DOH-St Lucie Teen Zone.
3.Collaborate with, at a minimum:
a. The local high-risk obstetrical provider to identify pregnant women who do not maintain adequate prenatal care. A referral to the TOPWA program may be provided when a pregnant woman misses scheduled medical appointments, is non-compliant with treatment plan, has transportation or appointment scheduling issues, or needs assistance additional assistance with other health or social services.
b. The local Women, Infants, and Children's (WIC) clinic to identify pregnant women in need of prenatal care.
c. At least one substance abuse provider that will accept pregnant women on a priority basis when they are actively using drugs or alcohol.
d. The local county jail staff or other agencies working in the jail to provide linkage services to incarcerated pregnant women and when they are released.
e. At least one substance abuse provider, if available in the service area, that will accept pregnant women on a priority basis when they are actively using drugs or alcohol.
f. The Perinatal Network of service providers, if available in the service area covered under this contract.
g. A pediatric infectious disease specialist to provide medical care and treatment children diagnosed with HIV.
h. HIV service provider that will accept pregnant women diagnosed with HIV on a priority basis to be linked to care or to provide PrEP to pregnant women who are HIV negative.
i.The local Mama Bear Coalition
4.Establish relationships with community gatekeepers, including community leaders, religious leaders and others who are connected to potential clients. Establish an MOA to finalize each of these relationships.
5. Conduct outreach sessions to identify eligible women. Eligible women should be offered the opportunity to enroll in the program. Conduct 15 outreach sessions per month at minimum and enroll a minimum of 11 clients per month. Document all outreaches on the Monthly Outreach Log.
Women who are eligible to receive TOPWA services include:
a. Substance abusing pregnant women who are not receiving proper prenatal care
b.HIV-infected pregnant women who are not receiving proper prenatal care.
c.Pregnant women at risk for HIV
6.Screen all clients and identify referral needs for essential support services each month. Ensure direct linkages to medical care is provided on an as needed. Provide referrals for non-eligible women and provide direct linkages with services for enrolled clients as indicated by the enrollment form. A follow-up form should only be completed on enrolled clients.
7.Offer HIV and pregnancy testing to all women encountered whose HIV and pregnancy status are unknown either directly or through a direct referral to an HIV testing location. Rapid testing should be conducted whenever possible, and arrangements must be in place to ensure confirmatory testing is performed. Conduct a minimum of 6 HIV tests and minimum of 6 pregnancy tests per month.
Conduct rapid syphilis testing on all pregnant females who consent.
8.Provide information on perinatal transmission and the benefits of early treatment to HIV-infected women and to medical providers.
Provide direct linkages to medical care for any TOPWA client in need of services, including the Hug Me Program.
9.Provide information on the benefits of proper prenatal care, and the dangers of substance abuse during pregnancy.
1.Confirm linkage of all referrals made for enrolled clients, including efforts to assist every client in obtaining family planning services if they choose to delay the birth of a subsequent child.
2.Works closely with the Hug Me Nurse to ensure confirmation of each HIV-exposed infant has diagnostic testing required to confirm their HIV status by four - six months of age for surveillance purposes and to provide supportive services prenatally. Work in the Mama Bear program will include Area 15. Co-Facilitates the monthly Mama Bear meetings with the Hug Me Nurse and actively provides updates on Mama Bears during
3. Conduct monthly calls to local substance abuse programs in an effort to recruit clients that attend substance abuse programs.
4. Educate women on tubal ligation and long-acting reversable contraceptives
5. Conduct community events/baby showers annually to recruit, enroll and support clients
6. Fill out all forms and reports in CTLS accurately and completely in accordance with the TOPWA Forms Instruction Guide and submit them to the DOH central office Perinatal Coordinator by the 10th day of the following month.
7. Submit a calendar of proposed outreach activities for the following month to Supervisor and Perinatal Coordinator by the 10th day of each month, to be attached to the monthly CTLS report.
8. Conducts a 31-day client satisfaction survey during August of each year. The survey instrument will be provided by the Department and will be offered to 100% of clients enrolled in August.
9. Attend all scheduled TOPWA provider meetings and quarterly conference calls organized by the State HIV Prevention Program.
Review the Mama Bear and Baby Bear spreadsheets.
Maintains all documentation when providing linkage (including but not limited to: CTLS and HMS)
Tests partners of Mama Bears and provides Linkage to Care to any partners that are HIV positive.
Collaborates with local ERs on women not enrolled in prenatal care and prenatal supportive services.
Will be assigned to Teen Zone Clinic every 3-4 scheduled clinic data for outreach and enrollment purposes, under the direction of the immediate supervisor and Teen Zone Clinic Coordinator. Complete annual family planning trainings.
Consistently and accurately maintains services and documentation daily in CTLS and HMS. Scans all documents related to testing and counseling, enrollment, and case notes into HMS within 2 business days. Enters EARS daily and certifies them within 7 days from the date of service. Enters CSR's daily.
Attend other meetings deemed necessary by supervisor.
Other duties as assigned, including, but not limited to disaster preparedness & response activities. May include translation services for other staff members.
Performs related work as required.
Required Knowledge, Skills, and Abilities:
Knowledge of local prenatal system Knowledge of Mama Bear project
Knowledge of community resources HIV testing/STD testing certifications
Use of personal vehicle required Urine pregnancy testing.
Bilingual Spanish & English (spoken & written) Community Outreach
Knowledge of MS Office Suite
Knowledge of family planning, STD/HIV infections, testing & treatment
Skills in interviewing techniques
Ability to plan, coordinate and organize work assignments
Ability to actively listen to others
Ability to communicate effectively
Ability to establish and maintain effective working relationships
500/501 Training
Orasure training
Aptima training
Rapid testing training
Cultural competency
Qualifications:
Minimum:
* Willing to work at a special needs shelter and the event of an emergency
* At least one year experience doing field outreach
* At least 2-3 years' experience demonstrating proficiency in Microsoft Office & email
* At least one year experience demonstrating knowledge of local community resources
* Fluent in English & Spanish
Preferred:
* At least one year of maternal child health experience
* At least one year of previous experience working for the department of Health
* At least one year of community partnership building
* Already trained in HIV 500/501, Rapid Syphilis, Aptima and pregnancy testing
* At least one year experience doing HIV testing, rapid syphilis testing, Aptima testing and pregnancy testing
* At least one year of case management experience (or equivalent)
* Associates degree
Florida Department of Health Mission, Vision, and Values:
Mission:
To protect, promote & improve the health of all people in Florida through integrated state, county & community efforts.
Vision:
To be the Healthiest State in the Nation.
Values:
I nnovation: We search for creative solutions and manage resources wisely.
C ollaboration: We use teamwork to achieve common goals & solve problems.
A ccountability: We perform with integrity & respect.
R esponsiveness: We achieve our mission by serving our customers & engaging our partners.
E xcellence: We promote quality outcomes through learning & continuous performance improvement.
Where You Will Work:
Fort Pierce
The Benefits of Working for the State of Florida:
Working for the State of Florida is more than a paycheck. The State's total compensation package for employees features a highly competitive set of employee benefits including:
* Annual and Sick Leave benefits;
* Nine paid holidays and one Personal Holiday each year;
* State Group Insurance coverage options, including health, life, dental, vision, and other supplemental insurance options;
* Retirement plan options, including employer contributions
(For more information, please click ***************
* Flexible Spending Accounts;
* Tuition waivers;
* And more!
For a more complete list of benefits, including monthly costs, visit *****************************
Please be advised:
Your responses to qualifying questions for this position must be verifiable by documentation provided through the electronic application process.
This position requires a security background check and/or drug screening and participation in direct deposit. Any misrepresentations or omissions will disqualify you from employment consideration. Note: You will be required to provide your Social Security Number (SSN) in order to conduct this background check Successful completion of a drug test is a condition of employment for safety-sensitive positions.
Male applicants born on or after October 1, 1962, will not be eligible for hire or promotion unless they are registered with the Selective Services System (SSS) before their 26th birthday, or have a Letter of Registration Exemption from the SSS. For more information, please visit the SSS website: ******************
If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended or deemed ineligible depending upon the date of your retirement.
The successful candidate will be required to complete the Form I-9 and that information will be verified using the E-Verify system. E-Verify is operated by the Department of Homeland Security in partnership with the Social Security Administration to verify employment eligibility.
Incumbents may be required to perform emergency duty before, during, and/or beyond normal work hours or days.
All Florida Department of Health positions require the incumbent to be able to learn and communicate effectively, orally and in writing, in English. Applicants who do not meet this requirement will not be considered.
The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer and does not tolerate discrimination or violence in the workplace.
Applicants requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.
The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.
Florida has the third largest population of veterans in the nation with more than 1.5 million service men and women. The Florida Department of Health (department) is committed to serving members of the United States Armed Forces, veterans and their families by encouraging them to apply for vacancies that fit their area of knowledge and/or expertise. Through the Department's VALOR program, which expedites licensing for military veterans, the Department also waives initial licensing and application fees for military veterans who apply for a health care professional license within 60 months of an honorable discharge. These initiatives help ensure that the transition from military service into the workforce is as smooth as possible and reflects our appreciation for the dedication devoted to protecting our country.
The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.
Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.
The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.
VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement.
Location:
FORT PIERCE, FL, US, 34950
Mergers and Acquisitions Integration Junior Analyst
Analyst Job 50 miles from Hobe Sound
Our client is looking for a M&A Integration Junior Analyst to join their team in Florida. The individual will focus on creating a new and process driven role to support all post-merger integration functions. The professional main responsibilities will be integrate business operations, monitor and analyze post acquisitions results with respect to all business functions, and help to continue to build mature PTI integration playbook.
Responsibilities:
• Takes control day 1 of the Post Merger Integration process and integration routines
• Supports the integration process including setting up meetings, time and scheduling tasks, follow up with department heads, deep dive solution focused analysis into integration bottle-neck issues, responsible for file upload into ERP systems
• Autonomous and self-initiated drive over integration meetings and integration status reporting to M&A Director and M&A Integration Senior Analyst
• Manages corporate cross-functional teams to ensure that key requirements for the integration are executed properly
• Ensures that executed Asset Purchase Agreements (“APA's”) are received timely for all deals, and with adequate time to provide for a successful Day 1 after new acquisition
• Manages the data conversion/upload process to ensure that data is received and processed timely to support the Company's Due Diligence and Day 1
Requirements:
• 2-4 years of integration or project management experience
• 4-year degree in Business Administration or Computer Science
• Six-sigma - greenbelt or PMP preferred
• Bilingual English/Spanish is required, French desired
• Detailed oriented
• Experience with real estate or telecommunications towers
Financial Analyst- Corporate Finance G&A
Analyst Job 50 miles from Hobe Sound
The Financial Analyst role will help support the annual planning and budgeting process, partnering closely with cross functional stakeholders to develop detailed financial plans. This role will support our corporate FP&A team to standardize, streamline, and prioritize reporting improvements across different corporate functions, and will help increase the overall reliability and efficiency of driving insight in financial reporting across the different functions supported.
Duties and Responsibilities:
* Support financial planning, oversight and drive budgeting process for G&A expenses across multiple corporate functions. The role will require partnering closely with cross functional stakeholders to develop and track detailed financial plans.
* Support our monthly close process
* Support our corporate FP&A team to standardize, streamline, and prioritize corporate expense reporting improvements. Help to create and continuously improve insightful reports to explain monthly and quarterly drivers of P&L variances between actual performance and budgeted.
* Support Deep Dives on specific focus areas within the different corporate functions supported.
Requirements:
* Interest in growing a career in corporate finance. Willingness to learn and work with large volumes of financial data, understand the details, and present key findings to senior leadership as a finance partner in a concise and actionable manner.
* Excellent written and verbal communication skills with the ability to convey at times complex financial concepts to non-finance stakeholders.
* Basic experience with working with Excel and PowerPoint
* Basic accounting knowledge (preferred)
* Self-starter with a "can do" attitude who is comfortable asking questions and enjoys challenging the status-quo and problem-solving.
* Ability to deal with ambiguity and deliver results in an unstructured environment.
* Attention to detail and the highest standards for accuracy and precision, with strong organizational skills.
* Ability to build trusting relationships with key stakeholders and experience in presenting solutions in a clear and accessible way.
* Ability to work in a team environment.
* BA/BS in Finance, Accounting, Business, Economics (required)
Location:
This role requires to be onsite three days a week at our corporate headquarters in Boca Raton, FL. The other two days are remote, offering the flexibility you need while still engaging in meaningful collaboration with cross-functional teams.
Sponsorship:
* Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time
Lifecycle Managment-Business Analyst Intern
Analyst Job 50 miles from Hobe Sound
This high-visibility role will provide the candidate with an opportunity to work alongside our Operations and Retention teams to deliver thoughtful and actionable customer-focused trends and behaviors to increase customer value. This role requires you to analyze and evaluate large quantities of AI generated customer cancel information to develop insights which are relevant to reducing customer loss, improving our business performance, and assisting in data-driven improvements to how agents handle customer cancel calls.
You are a self-starter and will bring your analytical expertise, along with a curious mindset to help the Lifecycle Management team unlock effective means to drive customer-centric strategies.
You will have the opportunity to work cross-functionally to ensure alignment and buy-in from stakeholders.
You may be asked to perform other Lifecycle Management duties as assigned.
Preferred Skills
* Undergraduate (Junior / Senior) or Graduate: pursuing a BA or BS; or MA / PhD
* Relevant studies include Business & Management, Marketing & Communications, Analytics & Data Science, or other related coursework or experience.
* Excellent written, verbal, and communication skills
* Energy and enthusiasm for playing a key role in an entrepreneurial environment.
* Familiarity using MS Office suite (especially Excel); highly valued, but not required, experience using analysis tools such as SQL, SPSS, Microstrategy or Tableau; and understanding of AI platforms.
Applications Analyst - West Palm Beach
Analyst Job 26 miles from Hobe Sound
Pay range: $55k - $69k based on experience
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Since 1978, Hospice of Palm Beach County, Hospice of Broward County and Hospice by the Sea have cared for 200,000 families in South Florida. These three hospices are now one branch of Trustbridge, a community nonprofit that provides support for families facing serious illness 24 hours a day. Our other services include palliative medicine, caregiver support and bereavement programs.
At Trustbridge, we consider our employees our greatest resource. Our appreciation is shown in many ways, including the wide range of comprehensive benefits we offer.
Trustbridge benefits include:
Competitive salary
Health, Dental, Vision, Life and Disability insurance
401K with employer contribution
Tuition reimbursement
Employee Assistance Program
Flexible Spending Account
Generous PTO package
Responsibilities
Hours of operation: 8:30am - 5pm
Applications Analyst is primarily responsible for administration, ongoing support, maintenance and optimization of various business applications throughout the organization.
Assist in the planning, prioritization, design, development and deployment of new projects and system enhancements.
Applications Analyst will partner with end users to identify opportunities for process improvements, coordinate testing, training and develop documentation, training materials and test plans.
This role will also partner with developers and QA analysts to ensure the technical solutions to be developed are secure and workable.
Assist in all audits and maintain compliance.
The essential functions of this position include, but are not necessarily limited to, those specifically identified in this description.
Qualifications
Education/Regulatory Requirements:
Bachelor's Degree in Computer related field, Business, Health Care, or Informatics.
Master's Degree preferred.
Skills:
2 to 5 years' experience in health care is preferred.
Demonstrated knowledge and skills in the areas of business operations, information technology, education, research, and process improvement.
Experience in SQL is preferred with the ability to write SQL queries and extract and analyze data from SQL databases.
Knowledge in programming languages and reporting tools is a plus
Ability to use independent judgment; works effectively with little or no direction.
Strong organizational and problem solving skills.
Works well under stress with deadlines
Ability to handle a variety of complex projects simultaneously.
ERP or EMR or any software implementation experience is preferred.
Professional Requirements:
Knowledge of hospice or home health regulations preferred.
Excellent interpersonal and writing skills.
Language Skills:
Bilingual (English/Spanish) preferred.
#INDONC
Business Operations Analyst
Analyst Job 50 miles from Hobe Sound
About the Role:
The Business Operations Analyst is part of the WorldCompliance Data Operations team. We have analysts responsible for the Americas (LATAM and NOAM), APAC, and EMEA. This position will be part of the EMEA region team and will have responsibility for supporting our regional office responsible for the US and other English-speaking countries.
An ideal candidate would have some knowledge or interest in world affairs, current events, politics, economics, history, criminology and/or similar subjects, and it may be beneficial for them to have some basic knowledge on the political, economic, and AML/CTF structures specific to those regions.
The candidates should also have the following skillset:
strong written and verbal communication
(prefer if you can speak Arabic)
ability to juggle multiple tasks, projects, and responsibilities effectively, as well as a high volume of emails while remaining organized
analytical mindset and critical thinking skills, and ability to analyze details and nuance
ability to interpret and analyze data to explain variances and trends
ability to gain and apply knowledge acquired through education, experience, or examples from team members
ability to solve routine problems using existing procedures and standard practices
ability to work within standardized procedures and practices to achieve objectives and meet deadlines.
proficiency with the Microsoft Office Suite, especially Outlook and Excel
aptitude to work well within a team atmosphere
The key responsibilities for the analyst role are:
Customer Service:
Provide resolutions to content and policies related inquiries from sales, clients, and other departments regarding our database. This is not technical support or frontline support, but the intent is for the BOA to be the Subject Matter Expert on the data and content within the WorldCompliance database, with a focus on the applicable region (e.g.: Americas, EMEA, APAC), and be able to clearly communicate on those topics to clients via email.
Analysis (database/qualitative):
Perform analytics and maintenance of the database. Utilize SQL, Tableau/PowerBI, Excel or just simple Google search to identify gaps, discrepancies, and possible enhancements, so the data continues to be relevant and comprehensive, and meet quality standards. Review information from government sites or media sources to identify relevant information and topics to the database. Research and interpret laws and regulations in other countries, especially Anti Money Laundering Laws, regarding financial crimes, politically exposed persons, and terrorism to provide the research teams with guidelines.
Team/Project Management:
Supervise offshore researcher centers located in 8 offices across 7 countries and 4 continents. Monitoring and ensuring production and productivity, clarifying policies and standards, coordinating projects and meetings to ultimately optimize the offices and the tools which they utilize. Act as a liaison between the research teams and the department director regarding project management, including updating both entities on project statuses with progress reports.
Example of a typical day:
Check emails/review requests that came in overnight from clients, offshore teams, and/or internal stakeholders, and provide responses as needed to address requests, concerns, and provide deliverables in a timely manner.
Process open items in internal queues, such as investigations on specific entities in the database, and deletion requests submitted by researchers.
Review and process routine reports using Excel scheduled for that day.
Attend/run meetings with internal or offshore teams as needed/applicable for that day.
Prepare, develop, review, and/or execute projects to enhance the information in our database.