Data Governance Analyst (Collibra, Asset management)
Analyst Job 41 miles from Petaluma
Develops and deploys data governance framework/standards consisting of data policies and processes in the areas of data ingestion, data movement, data quality, master data and data life cycle management.
Coordinates with various stakeholders across various organizations to apply established data governance framework (developing data stewardship, data custodian roles, data dictionary, metadata management, and access controls).
Ensures remediation plans are implemented where data fails to meet established data governance framework/standards.
Develops monitoring processes and metrics and conducts continuous reviews of data assets to ensure those data assets where data governance framework was established continue to be in compliance of the framework.
Develops and implements enterprise tools to support Data Governance & Data Management, including Data Catalog, Metadata Management, Data Quality, Master Data Management
Supports projects with service onboarding activities to ensure complete and accurate asset data
Desired Experience:
Familiarity with PowerBI, ISO 55001, and IT Data Domain
Sales Analyst
Analyst Job 21 miles from Petaluma
Sales Analyst - Napa
For over 50 years, Nelson Connects has empowered employers and job seekers to achieve their unique versions of success. Our commitment to excellence, integrity, compassion, and innovation has made us a trusted partner in connecting jobs, people, and communities. The remarkably talented and dedicated people of Nelson Connects are building on the rich history of this company to define the future of our industry, and we can't wait to work with you.
We are Nelson Connects, and our purpose is your success.
You are a leader
Our client has created a company culture of excellence by valuing the contribution of diverse voices…
Seeking a Sales Analyst with strong understanding of wine.
What you will be doing:
• Maintain pricing updates and files for BC365, Special Pricing files, (Carmines, Advise NYNJ, Epcot, etc.
• National Wholesale pricing - maintain and communicate distributor pricing along with approvals including DDP, DI, increased DAs and DA exception management, Private Labels, etc. Ensure state pricing files are current and updated in the MCG.
• Maintain Monthly IRC redemption reports.
• Perform add-hoc performance reports on request both internal and external ‘customers'.
• Daily Sales Report (DSR) - must be accurate, scan for pricing and cost discrepancies prior to daily report launch.
• Collaborate with cross-functional teams, such as sales, marketing and operations, to ensure seamless execution against sales plans
• Manage priorities to hit deadlines relative to all Critical Tasks of the Business Analyst role.
What You Bring:
• Bachelor's degree (B.S.) in Accounting or Business Administration with an emphasis in Accounting or Finance is preferred
• Excellent communication and attention to details
• Proficient in Microsoft Office (Excel, PowerPoint, and Word) and ability to learn proprietary software applications Demonstrate familiarity with financial reporting systems.
• Strong analytical skills, accurate and reliable.
• Excellent organizational skills, with the ability to manage and prioritize multiple projects.
• Able to work as part of a team and communicating with team members/colleagues regularly.
What's in it for you:
• Medical, Dental, and Vision paid 100% for employee
• PTO
• 401k
What you can expect:
We believe that the right job can change a life, and the right talent can transform a company. We value strong connection and a consultative approach with both our clients, and the talent we represent.
Our process will be:
• Discovery conversation to understand your career goals and ambitions.
• Introductions to key decision-makers for the position if appropriate.
• We will be with you to help guide and coach you from the beginning to negotiation of salary, and through your first months in the exciting new position.
Associate Director, Technology Business Analyst
Analyst Job 34 miles from Petaluma
Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset's goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron's and Forbes top RIA firm.
Associate Director, Technology Business Analyst
Position Overview:
The Technology Business Analyst will support the development and delivery of technology solutions by acting as the bridge between business teams and technology. This role involves gathering requirements, documenting processes, and assisting in the implementation of tools and systems that meet the needs of advisors, service teams, and other stakeholders. With a focus on collaboration and user experience, the Technology Business Analyst will help ensure technology solutions align with organizational goals and support efficiency across business operations.
Key Responsibilities:
Technology-Business Collaboration:
Act as a liaison between business teams and technology, ensuring clear communication of requirements and priorities.
Facilitate discussions to understand business needs, pain points, and opportunities for improvement.
Translate business requirements into technical specifications and assist in solution design.
Requirements Gathering and Documentation:
Conduct interviews, workshops, and surveys to gather detailed business and functional requirements.
Document workflows, use cases, and user stories to support solution development and testing.
Maintain organized and up-to-date documentation for reference and project tracking.
Testing and Validation:
Assist in developing test cases and scripts to validate solutions against requirements.
Conduct functional and user acceptance testing (UAT) alongside end-users, gathering feedback to refine solutions.
Identify and escalate any issues or risks during the testing process.
Training and User Support:
Collaborate with business teams to create training materials for new technology solutions.
Provide temporary first-level support to users post-implementation, resolving minor issues or escalating as needed.
Project Coordination:
Take ownership of project milestones, tasks, and deliverables, ensuring progress aligns with timelines and objectives.
Proactively track and manage project scope, addressing potential risks and resolving issues to maintain momentum.
Communicate project status and updates to stakeholders, ensuring alignment and transparency throughout the project lifecycle.
Qualifications:
Education and Experience:
Bachelor's degree in Business, Technology, Finance, or a related field
2-5 years of experience in a business analysis or related role, preferably within financial services industry, preferably in wealth management
Technical Proficiency:
Familiarity with wealth management platforms such as Salesforce, performance, client reporting, and data solutions like Addepar, Snowflake, and Power BI are a plus.
Basic understanding of software development lifecycle.
Skills:
Strong communication and interpersonal skills for engaging with both technical and non-technical stakeholders.
Analytical mindset with attention to detail and problem-solving capabilities.
Ability to manage time effectively and handle multiple tasks in a fast-paced environment.
Industry Knowledge:
General understanding of wealth management, financial services, or client advisory processes (preferred but not required).
What We Offer
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. As such, Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
Staff Data Analyst, Product Analytics
Analyst Job 34 miles from Petaluma
Staff Product Analyst
Salary: $200K-$240K base + Equity
We're hiring a Staff Product Analyst for a hyper-growth, Series E AI company valued at $3B+. This is an opportunity to play a key role in shaping product strategy and growth by leveraging data to drive decisions, optimize user experiences, and unlock new opportunities.
What You'll Do:
Shape product strategy with data-driven insights - Define key metrics, track user behavior, and identify trends that impact engagement and retention.
Deep-dive into user journeys - Uncover friction points and growth levers to enhance adoption, conversion, and retention.
Optimize experimentation and A/B testing - Design and analyze tests to improve product features, pricing, and personalization strategies.
Develop self-service analytics tools - Build dashboards and automated reporting to empower teams with real-time data.
Partner with Product, Engineering & Leadership - Translate complex data into clear, actionable recommendations to improve product performance and business outcomes.
What We're Looking For:
7+ years of experience in Product Analytics, preferably within high-growth tech companies.
Expert SQL skills and experience working with large-scale product datasets.
Proficiency in Python or R, with a strong foundation in statistical analysis and experimentation.
Hands-on experience with A/B testing methodologies and user segmentation.
Experience with ELT data modeling and BI tools like Looker, Omni, or Hashboard.
Strong executive communication skills, with the ability to influence product decisions through data.
Thrives in a fast-paced, high-impact environment, with a passion for uncovering insights that drive product growth.
Construction Reporting Analyst
Analyst Job 14 miles from Petaluma
InnoActive Group are leaders in providing project management and technology advisory primarily in public agencies and Fortune 500 entities. InnoActive Group has managed various construction and technology projects ranging in size from small projects to multi-billion-dollar capital programs.
We are seeking a skilled and results-driven Program Analyst to join our team. In this role, you will provide critical support in analyzing, monitoring, and improving the efficiency of construction projects and programs. You will work closely with project managers, stakeholders, and cross-functional teams to ensure projects are delivered on time, within budget, and meet quality standards.
Key Responsibilities:
Project Performance Analysis:
Collect and analyze data related to construction projects, including timelines, costs, resources, and quality metrics. Provide actionable insights and recommendations to improve program performance.
Data Reporting and Documentation:
Prepare detailed reports and presentations for senior management, stakeholders, and clients, summarizing project performance, risks, and financial data. Maintain accurate and organized documentation for all projects. Prepare detailed regulatory, portfolio, and performance reports.
Budget and Cost Management:
Assist in tracking project budgets and expenses, identifying cost overruns or inefficiencies, and recommending strategies for staying within financial constraints. Help prepare cost estimates and forecast future project expenses.
Risk Management:
Monitor project risks and assist in developing mitigation strategies. Identify potential issues in project execution, such as delays or safety concerns, and provide recommendations for resolution.
Process Improvement:
Evaluate current project management processes and workflows. Identify areas for improvement and propose solutions to enhance efficiency and reduce costs across construction programs.
Stakeholder Communication:
Serve as a liaison between various stakeholders, including project managers, project controls analysts, and engineers. Ensure clear communication and that everyone involved is updated on project status, changes, and issues.
Continuous Improvement:
Stay up to date with industry trends, new technologies, and best practices in construction project management. Recommend and implement improvements to construction program operations and efficiency.
Requirements:
Bachelor's degree in Construction Management, Engineering, Business Administration, or a related field.
Proven experience as a Program Analyst, Project Analyst, or in a similar role within the construction industry.
Advanced level Microsoft Excel skills are required for data analysis and reporting.
Prior experience with SAP or ERP is a MUST.
Knowledge of budgeting, cost tracking, and financial forecasting are required.
Strong analytical skills with the ability to assess project performance and recommend actionable improvements.
If you are a results-driven, analytical thinker with a passion for ensuring successful project delivery, then we want to hear from you. Apply now to join our team as a Construction Reporting Analyst and contribute to delivering energy solutions that make a difference in the lives of our customers.
We offer a competitive salary and benefits package, along with opportunities for professional development and advancement.
InnoActive Group is an equal opportunity organization and will not tolerate discrimination based on age, ethnicity, ancestry, gender, national origin, disability, race, size, religion, sexual orientation, socioeconomic background, or any other status prohibited by applicable law. InnoActive Group participates in e-Verify.
Strategic Finance Lead, Marketing
Analyst Job 34 miles from Petaluma
About the Team
The Strategic Finance team provides financial insights and guidance to support the organization's long-term goals and strategies. We partner across the business to allocate and deploy our resources for the highest-impact outcomes.
The GTM Strategic Finance team specializes in managing the financial performance of our B2B products and GTM functions, ensuring alignment between financial objectives and company strategy. We focus on operational and financial planning, delivering actionable insights into GTM performance, and optimizing strategic resource allocation to accelerate growth.
About the Role
We are hiring a Strategic Finance Lead to own and manage the financial performance of our marketing efforts, directly supporting our Chief Marketing Officer. You will provide critical insights and recommendations on financial planning, budget allocation, and ROI optimization.
This role is based in San Francisco, CA. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees.
In this role, you will:
Lead financial forecasting, planning, and reporting processes for the marketing function, ensuring alignment with company-wide goals.
Own the end-to-end financial management of the marketing budget, including Brand and Paid Marketing spend, ensuring efficient resource allocation.
Collaborate with marketing leadership to develop and refine data-driven customer acquisition strategies for both B2C and B2B segments.
Build and manage financial models to evaluate marketing investments, identify risks and opportunities, and measure performance.
Partner cross-functionally with other finance leaders, analytical teams, and product areas to align marketing efforts with broader company objectives.
Prepare and present financial results and strategic insights to executive leadership, influencing key business decisions.
Establish and manage key ROI and efficiency metrics across products and channels, and regularly analyze and report on these metrics to drive continuous improvement and operational excellence.
Analyze market trends and competitive dynamics to inform financial strategies, identifying new opportunities and challenges.
You might thrive in this role if you have:
12+ total years of progressive experience in investment banking, private equity, venture capital, management consulting, or related fields, coupled with operational experience in a high growth, scaling company.
5+ years in relevant roles partnering with Marketing and GTM orgs. Familiarity with marketing across both B2C and B2B business models is a plus.
Expertise in managing large, complex budgets and delivering actionable insights from data.
A passion for helping build world-class Marketing teams.
A strong ability to critically evaluate key levers, opportunities, and risks in Marketing plans.
A proven track record of building strong, collaborative relationships with business partners and executives. You are seen as a trusted and objective advisor.
Deep analytical rigor and financial modeling skills, focused on distilling complex financial information into actionable insights for leadership.
Excellent communication skills and storytelling ability when presenting data insights.
An enthusiastic "roll up your sleeves" mentality and an ability to deal effectively with ambiguity to thrive in an unstructured, fast-paced environment.
Experience partnering with Data Science teams. You must have familiarity with SQL or a willingness to learn.
Strong enthusiasm about technology and artificial intelligence.
About OpenAI
OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artificial intelligence benefits all of humanity. We push the boundaries of the capabilities of AI systems and seek to safely deploy them to the world through our products. AI is an extremely powerful tool that must be created with safety and human needs at its core, and to achieve our mission, we must encompass and value the many different perspectives, voices, and experiences that form the full spectrum of humanity.
We are an equal opportunity employer and do not discriminate on the basis of race, religion, national origin, gender, sexual orientation, age, veteran status, disability or any other legally protected status.
For US Based Candidates: Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records.
We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made via this link.
At OpenAI, we believe artificial intelligence has the potential to help people solve immense global challenges, and we want the upside of AI to be widely shared. Join us in shaping the future of technology.
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Portfolio Management Analyst
Analyst Job 14 miles from Petaluma
A growing, entrepreneurial Real Estate investment firm is looking for a Portfolio Management Analyst to join their team in San Francisco. This role is perfect for someone with strong analytical skills and experience in portfolio management, looking to work in a fast-paced environment with direct access to senior leadership and investors.
Key Responsibilities:
Monitor and analyze portfolio performance, ensuring accurate reporting and benchmarking.
Conduct financial modeling and performance tracking to support investment decisions.
Work closely with senior leadership and investor relations to communicate portfolio performance.
Collaborate with acquisitions, asset management, and other teams to align portfolio strategy.
Ideal Candidate:
Experience in portfolio management, real estate finance, or private equity.
Strong analytical skills with proficiency in financial modeling and reporting.
Strong communication skills, able to work directly with senior leaders and investors.
Location: San Francisco (Relocation assistance available)
Please apply on LinkedIn or email: *******************************
eDiscovery Analyst & Specialist - San Francisco - $110,000 - $160,000
Analyst Job 34 miles from Petaluma
The eDiscovery manager will provide expert support for eDiscovery and other client data-related tasks, ensuring exceptional service delivery. This role will report to the U.S. eDiscovery Senior Manager and focus on applying best practices to support internal and external clients.
Key Responsibilities of an eDiscovery Specialist:
Help with managing day-to-day activities for multiple, concurrent eDiscovery matters
Provide Relativity support, including workflow setup, search logic, and productions.
Assist clients and legal teams with secure data transfers and logging.
Shadow senior members of the team during scoping calls with clients.
Build strong relationships across complementary teams and mitigate project risks proactively.
Key Requirements of an eDiscovery Specialist:
Minimum 4 years of eDiscovery experience using Relativity
Good understanding of the EDRM from processing through to productions
Exceptional communication, organizational, and attention-to-detail skills.
Flexibility to adapt to changing deadlines and priorities, including occasional travel or after-hours work.
A degree in Computer Science or Law is advantageous.
Corporate Finance
Analyst Job 34 miles from Petaluma
About Us:
We're on a mission to make it possible for every person, team, and company to be able to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft.
We've been working on this together since 2016, and have customers like Pixar, Mitsubishi, Figma, Plaid, Match Group, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide.
Notion is an in-person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day).
About The Role:
Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately.
What You'll Achieve:
Own Balance Sheet (BS) and Free Cash Flow (FCF) forecasting for Notion, including driving tighter forecast accuracy for key assumptions.
Partner with Consolidations function to mint and report 3-statement forecasts. Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials.
Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes.
Develop clockwork recurring process to collect capital expenditures, tax, and other key inputs from the team. Lead smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas.
Tackle new & evolving priorities for the team, including ad hoc analyses.
Skills You'll Need to Bring:
8+ years experience in FP&A, accounting, or treasury - experience with Free Cash Flow forecasting required
Experience with financial modeling and analytical mindset
Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
Strong work ethic, reliability, and attention to detail - “get it done” attitude
Nice to Haves:
Experience with a high-growth SaaS company
Experience with Netsuite, Workday, Zip, and planning tools
Working knowledge of SQL
We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you.
Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know.
Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $180,000 - $210,000 per year.
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Corporate Finance
Analyst Job 34 miles from Petaluma
We're on a mission to make it possible for every person, team, and company to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft.
We've been working on this together since 2016, and have customers like Pixar, Mitsubishi, Figma, Plaid, Match Group, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide.
Notion is an in-person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day).
About The Role:
Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately.
What You'll Achieve:
Own Balance Sheet (BS) and Free Cash Flow (FCF) forecasting for Notion, including driving tighter forecast accuracy for key assumptions.
Partner with Consolidations function to mint and report 3-statement forecasts. Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials.
Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes.
Develop clockwork recurring process to collect capital expenditures, tax, and other key inputs from the team. Lead smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas.
Tackle new & evolving priorities for the team, including ad hoc analyses.
Skills You'll Need to Bring:
8+ years experience in FP&A, accounting, or treasury - experience with Free Cash Flow forecasting required
Experience with financial modeling and analytical mindset
Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
Strong work ethic, reliability, and attention to detail - “get it done” attitude
Nice to Haves:
Experience with a high-growth SaaS company
Experience with Netsuite, Workday, Zip, and planning tools
Working knowledge of SQL
We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you.
Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know.
Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $180,000 - $210,000 per year.
#LI-Onsite
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Grievance and Appeals Analyst
Analyst Job 51 miles from Petaluma
W2 Contract
Salary Range: $68,600 - $79,000 per year
As a Grievance and Appeals Analyst, you will provide department-specific analysis and quality assurance, including analyzing data and processes to identify trends related to operational or quality issues, identifying and implementing process improvements, and supporting departmental training efforts.
Duties and Responsibilities:
Utilize G&A data to identify trends and root causes of repeat issues brought to the G&A unit; advocate for members, summarizing insights and clearly communicating quality monitoring results to the team; clearly communicate findings from trend analysis with G&A management and other internal customer groups.
Partner with team Lead and supervisor to trend and conduct thorough reviews of G&A casework in alignment with regulations, internal training, and standard operating procedures.
Design, develop, and produce visualizations of data reports such as tables, graphs, and charts to support reporting and analysis.
Write parameters for all G&A reports, including all reports provided to regulatory bodies (i.e., Department of Health Care Services, Department of Managed Health Care, and Centers for Medicare and Medicaid Services) and governing bodies (e.g., Consumer Advisory Committee).
Maintain department desktop procedures, workflows, job aids, and training material.
Identify barriers to work processes and bring them to the attention of the Supervisor/Manager.
Analyze, create, and test new tools and processes to enhance the department's assessment and documentation processes. Develop and implement work plans for department and individual staff under the direction of the G&A Supervisor and Manager; identify appropriate resources for tasks and develop appropriate workflows and outcomes.
Identify and help implement staff training that addresses team needs in collaboration with the Lead and Supervisor; this includes:
Analyzing and providing written/verbal interpretation of data to identify new team training needs
Assisting with the design of new trainings for the team
Provide ongoing training and assistance to internal staff, as assigned, on how to effectively process grievances and appeals to DHCS and CMS requirements.
Providing recommendations to support the Supervisor and Manager in creating tailored individual training plans.
Under the direction of the G&A Supervisor and Manager, leads team preparation for audits and designated responses to regulatory agencies.
Research issues related to assigned projects, including regulatory compliance, to identify their impact on the organization.
Develops and maintains collaborative relationships within the unit and inter-departmentally; collaborates with the Health Information Management (HIM) team to ensure all G&A reporting is accurate and conducts quality assurance on the data provided.
Continuously evaluates processes and recommends to the G&A Manager for ongoing process improvement, including database design and staff training.
As needed, provide backup coverage and support for other team members.
Requirements and Qualifications:
Bachelor's Degree preferred.
3+ years of experience in managed care and/or grievance and appeal (Healthcare environment).
Medicare/Medicaid experience preferred.
Subject-matter expertise in training and facilitation skills in a group/ classroom setting and one-on-one preferred.
Knowledge of:
Quantitative and qualitative analysis
Database management, spreadsheets, relational databases, and healthcare-compliant systems
Local, state, and federal health plan guidelines/regulations (including CMS, DMHC, DHCS, and NCQA requirements)
Personal computers and Microsoft Office Suite applications, including Outlook, Word, Excel, Access, and PowerPoint
Grievance and Appeals processes and concepts in a health insurance managed care setting.
Healthcare processes related to maintaining regulatory compliance
Able to:
Prioritize multiple and competing tasks in a fast-paced and dynamic environment.
Work under pressure and meet deadlines.
Work both independently and in a team environment.
Communicate effectively, both verbally and in writing.
Analyze data and create reports by utilizing strong analytical skills with high attention to detail.
Communicate effectively, with a strong emphasis on written and verbal communication.
Adapt to changes in requirements/priorities for daily and specialized tasks.
Exercise objectivity in all work functions and approach conflict with curiosity.
Collaborate and build relationships with various people as part of a cross-functional team.
Demonstrate a strong customer focus and proactively find ways to exceed customer needs.
Skills:
Excellent written and oral communication skills and strong interpersonal, critical thinking, and analytical skills.
Excellent organizational, decision-making, and multi-tasking skills
Keen attention to detail
Desired Skills and Experience
Healthcare, Grievance and Appeals, CMS, DMHC, DHCS, NCQA, auditing, Excel, Microsoft Office, database management, relational databases, regulatory
Bayside Solutions, Inc. is not able to sponsor any candidates at this time. Additionally, candidates for this position must qualify as a W2 candidate.
Bayside Solutions, Inc. may collect your personal information during the position application process. Please reference Bayside Solutions, Inc.'s CCPA Privacy Policy at *************************
Contract Operations Analyst
Analyst Job 20 miles from Petaluma
We are seeking a detail-oriented Contract Operations Analyst to manage and optimize the contracting process. In this role, you will be the primary point of contact for the Global Sourcing & Procurement organization, Managed Services Provider, and business stakeholders, ensuring contracts are executed timely and accurately. You will also administer and enhance our contract lifecycle management systems, including SAP Ariba and Icertis.
Key Responsibilities:
Manage and track contract requests, drafts, and executed agreements through the entire lifecycle.
Serve as the subject matter expert in SAP Ariba and Icertis, ensuring contracts progress efficiently.
Coordinate with Legal, Procurement, and business stakeholders to provide contract status updates and resolve process issues.
Identify discrepancies in contract metadata, develop process improvements, and generate performance reports.
Assist in the development and implementation of contracting SOPs, policies, and training materials.
Liaise with cross-functional teams to ensure compliance with internal and external contract policies.
Required Qualifications:
Bachelor's degree in Business, Supply Chain Management, or a related field.
Experience in contract administration, procurement operations, or supply chain management, preferably within the pharmaceutical sector.
Demonstrated expertise with SAP Ariba Contracts and Procurement modules; experience with Icertis CLM is a plus.
Strong command of Microsoft Office suite and PDF editing tools.
Excellent communication and interpersonal skills, with a proven ability to work cross-functionally in a matrixed environment.
Detail-oriented, analytical, and results-driven with a strong business mindset.
If you thrive in a fast-paced environment and excel at managing complex contracting processes, we'd love to hear from you!
Project Management Analyst
Analyst Job 35 miles from Petaluma
Project Management Analyst
Pay: $45 to $50/hour
Experience: Proven experience with Power BI, including dashboard development and data visualization.
Type: Contract
Schedule: Monday - Friday
Conde Group is seeking a Project Management Analyst to join a growing and dynamic team!
Job Description:
Utilize Power BI to develop and maintain dashboards, providing actionable insights on project performance and metrics.
Analyze project data to identify trends, potential risks, and areas of improvement.
Produce regular and ad hoc reports using Excel and other Microsoft Suite tools to aid project management.
Utilize SharePoint to centralize project documents, ensuring easy access for team members and stakeholders
Assist in streamlining communication and collaboration within the project team using products such as Microsoft Teams.
Maintain documentation of project processes, best practices, and lessons learned.
Continuously evaluate project management processes and tools to ensure efficiency and effectiveness.
Recommend process improvements based on data-driven insights.
Work closely with project management team to implement and monitor these improvements.
Position Requirements:
Proven experience with Power BI, including dashboard development and data visualization.
Proficiency in SharePoint for document management and team collaboration.
Advanced skills in Microsoft Excel, including pivot tables, data analysis functions, and macros.
Familiarity with broader Microsoft Suite of products.
Excellent analytical and problem solving skills.
Strong communication and presentation abilities.
Conde Group does not just connect you with a job; we offer a Professional Mentoring & Education Program to help you be great at your job, love it, and grow.
Conde Group is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how labor is bought, sold and delivered to enable universal access to the American Dream.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Analyst, Pricing Analytics
Analyst Job 34 miles from Petaluma
The objective of the Analyst, Pricing Analytics is to develop and communicate key actionable insights for pricing at the Old Navy brand. This role reports to the Senior Manager of Pricing Analytics, as part of our broader Pricing Strategy and Operations team.
What You'll Do:
Develop and run repeatable analytics to inform our pricing strategy, pricing architecture, and pricing tactics
Analyze internal and external data to help set Old Navy's competitive price positioning
Track Old Navy's competitive price positioning, communicating how the brand is executing compared to the aligned benchmarks and validating that we are ‘doing what we say'
Identify opportunity areas in the business for revising pricing strategies and make clear actionable recommendations for our cross functional partners
Partner with Merchandising and Planning teams to continuously improve process and compliance
Help simplify and automate processes that are easily repeatable and value driven
Own and manage relationships with internal stakeholders and external partners for strategic pricing and analytics projects
Determine opportunities for continuous process improvement and support cross-functional decision making
Collaborate with the Pricing Analytics Planner to complete ad-hoc pricing projects and initiatives to enhance overall pricing strategies and business performance
Who You Are:
Able to manipulate very large data sets to interpret patterns and learnings
Have a very strong understanding of data structures and algorithms
Problem Solving & Decision Quality: Able to use rigorous logic and some statistical methods to solve problems
Financial and Business Acumen: Ability to evaluate financial and business indicators and translate data into actionable information to drive results; proficiency in retail math preferred
Have a willingness to learn and be wrong. You must be able to speak with candor, listen for understanding, and receive feedback with humility
Systems and Tools Acumen: Proficiency in Microsoft Excel with an aptitude to learn technical applications quickly; proficiency in Python and/or SQL preferred
Operate with a high degree of personal accountability to follow through with what you say you will do
Curiosity and storytelling will serve you well, and a collaborative mindset is a must
Clear, focused communication needed, including an ability to simplify complex topics
Possess strong organizational and time management skills
Demonstrate strong listening, written and oral communication skills
Effective teamwork and partnership
BA/BS degree required. Preferred emphasis on analytics, mathematics, business, supply chain, industrial engineering, finance, accounting, or economics
*For eligible employees
Gap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity.
Salary Range: $73,400 - $93,600 USD
Employee pay will vary based on factors such as qualifications, experience, skill level, competencies and work location. We will meet minimum wage or minimum of the pay range (whichever is higher) based on city, county and state requirements
Client Operations Analyst
Analyst Job 34 miles from Petaluma
Baker Street Advisors LLC (BSA
) is a preeminent, private wealth management firm, based in San Francisco. We manage over $17 billion (AUM) in aggregate wealth for 527+ families. We are a team of dedicated professionals who put our clients' interests first and take pride in making a positive impact on their lives. We offer excellent compensation and benefits, flexibility, great work/life balance and a casual atmosphere.
We are looking for an exceptional individual for our client operations team. Your primary responsibility will be to provide support services to our ultra-high net worth clients. Your resume should showcase your academic and employment experience. Our ideal candidate is an experienced operations professional in family wealth management with strong interpersonal skills, successful at supervising and facilitating team collaboration across departments. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Alternative Investment Reporting Responsibilities
Analyze financial statements, capital calls, distributions, and NAV calculations from alternative investment managers.
Consolidate and interpret data from multiple sources, ensuring consistency and accuracy in reporting.
Maintain and update the reporting interface with investment related data ensuring data integrity and completeness.
Reconcile investment balances, transactions and returns
Act as a key point of contact between internal teams (client services, investments, operations)
Strong understanding of alternative investment structures
Experience in investment reporting, financial analysis, or alternative assets operations.
Experience migrating reporting platforms a plus but not required
Trade Operation Responsibilities
Familiarity with Equity, Mutual Fund and Options trading experience is a plus
Process and monitor trade transactions, ensuring accurate and timely execution.
Verify trade details, resolve discrepancies, and confirm settlements.
Coordinate with traders, brokers and counterparties to facilitate smooth trade flow.
Situational awareness surrounding trade submission and trade corrections.
Comfortable communicating with fast moving trading and margin desks.
Ability to explain trade processes to those less familiar with trading.
Extreme attention to accuracy, detail, as well as a sense of urgency.
Requirements
Bachelor's degree required
Three years' experience in an operations role at a broker/dealer or RIA
Ability to be a self-starter, drive to results, be a team player, with a collaborative and positive personality that is comfortable working under pressure.
Experience with financial markets, Arch or Canoe is a plus
Proficient in MS Office
Starting salary:
$80k annually, based on experience. Full benefits include health, dental, vision, life insurance, 401(k) plan and profit sharing.
If interested, please send resume to *******************************
Technical Analyst
Analyst Job 34 miles from Petaluma
Hi,
Please find one of the urgent jobs opening and send across your updated resume if you are available.
- Technical Analyst
Salary- 65K to 70K
Responsibilities
Core Technology
• Windows 10 and Windows 11
• SCCM/Autopilot
• Microsoft 365 Suite
• Jabber
• Citrix
• Network wireless and wired
• HP laptops, docking stations
The below responsibilities are indicative of the work required and should not be seen as an exhaustive list.
• Project-based IT work that implements a broadest range of IT equipment, including network equipment, servers, terminals, personal computers, cabling, and related software products.
• Provides advanced, hands-on technical support as escalated from Service Desk.
• Communicates and escalates incidents and requests.
• Logs and tracks incidents and requests; reviews incident and requests.
• Investigates hardware problems and performs minor system hardware and communication connection repairs
• Acts as facility lead on technical project implementations; coordinates infrastructure-based needs for facility based new construction or real estate moves
• Participates in meetings, committees and continuing education to improve individual, departmental and organizational performance
• Aids and trains users on proper use of technology
• Mentors and/or collaborates with other Technical Analysts and other members of GTS.
• Participates in facility-based IT project planning and budgeting, as needed
• Effectively works with regional and other GTS personnel to ensure that division priorities and standards are achieved
• Adheres to and supports GTS standards, policies and procedures
• Performs other duties as assigned
• Must have an executive presence and excellent communication skills. Will be dealing with associate level to executive - both in person and on the phone.
• Demonstrates broad knowledge of technology and solutions
• Proactively manages resources and priorities workload
• Demonstrated ability to multi-task; Possesses strong analytical skills
• Demonstrated customer orientation; strength in analytical, math, and reasoning skills
• Effectively communicates verbally and in writing
• Demonstrated proficiency in MS Office applications
• Provides onsite technology support on projects
• Must be able to drive to assigned sites to complete work
• Overtime may be required in meet project deadlines.
• Sitting for extended periods of time.
• Dexterity of hands and fingers to operate a computer keyboard, mouse, and other devices and objects.
• Physically able to participate in training sessions, presentations, and meetings.
• Some travel may be required for the purpose of meeting with clients, stakeholders, or off-site personnel/management (min 30%)
• Valid state driver's license.
Thanks & Regards,
Disha
Mailto:***************
Financial Analyst
Analyst Job 14 miles from Petaluma
HYBRID in San Francisco, CA
This role requires a strong understanding of financial data, particularly mortgage loans, and the ability to identify discrepancies such as receiving an adjustable rate when a fixed rate is expected. The ideal candidate will be proficient in reading and interpreting bank notes, extracting relevant information, and accurately compiling that data into organized Excel spreadsheets for presentation to management. This includes the ability to recognize anomalies and inconsistencies within financial documents, ensuring data integrity and facilitating informed decision-making.
Candidate must possess comprehensive financial skills including knowledge of agency and non-agency securities, secondary market expertise, and understanding of residential/commercial real estate origination, underwriting, servicing, and mortgage-backed securities pricing.
Technical proficiency should include Excel functions (VLOOKUP, Pivot Tables, IF Functions).
Primary Responsibilities:
Create and maintain customized mortgage collateral update files
The role involves creating and gathering customer specifications for mortgage collateral update (MCU) files while collaborating with members to review test results.
This position requires coordinating and writing user acceptance criteria through JIRAs and conducting testing with each customer to validate data integrity.
The analyst provides technical support and troubleshooting assistance to enable members to process their MCU files, along with ongoing support for members' data files and maintenance of data maps.
Additionally, the role includes conducting market research and supporting changes to criteria data requirements to ensure compliance with the Bank's collateral risk framework.
Staff Data Analyst, Product Analytics
Analyst Job 51 miles from Petaluma
Staff Product Analyst
Salary: $200K-$240K base + Equity
We're hiring a Staff Product Analyst for a hyper-growth, Series E AI company valued at $3B+. This is an opportunity to play a key role in shaping product strategy and growth by leveraging data to drive decisions, optimize user experiences, and unlock new opportunities.
What You'll Do:
Shape product strategy with data-driven insights - Define key metrics, track user behavior, and identify trends that impact engagement and retention.
Deep-dive into user journeys - Uncover friction points and growth levers to enhance adoption, conversion, and retention.
Optimize experimentation and A/B testing - Design and analyze tests to improve product features, pricing, and personalization strategies.
Develop self-service analytics tools - Build dashboards and automated reporting to empower teams with real-time data.
Partner with Product, Engineering & Leadership - Translate complex data into clear, actionable recommendations to improve product performance and business outcomes.
What We're Looking For:
7+ years of experience in Product Analytics, preferably within high-growth tech companies.
Expert SQL skills and experience working with large-scale product datasets.
Proficiency in Python or R, with a strong foundation in statistical analysis and experimentation.
Hands-on experience with A/B testing methodologies and user segmentation.
Experience with ELT data modeling and BI tools like Looker, Omni, or Hashboard.
Strong executive communication skills, with the ability to influence product decisions through data.
Thrives in a fast-paced, high-impact environment, with a passion for uncovering insights that drive product growth.
Grievance and Appeals Analyst
Analyst Job 34 miles from Petaluma
W2 Contract
Salary Range: $68,600 - $79,000 per year
As a Grievance and Appeals Analyst, you will provide department-specific analysis and quality assurance, including analyzing data and processes to identify trends related to operational or quality issues, identifying and implementing process improvements, and supporting departmental training efforts.
Duties and Responsibilities:
Utilize G&A data to identify trends and root causes of repeat issues brought to the G&A unit; advocate for members, summarizing insights and clearly communicating quality monitoring results to the team; clearly communicate findings from trend analysis with G&A management and other internal customer groups.
Partner with team Lead and supervisor to trend and conduct thorough reviews of G&A casework in alignment with regulations, internal training, and standard operating procedures.
Design, develop, and produce visualizations of data reports such as tables, graphs, and charts to support reporting and analysis.
Write parameters for all G&A reports, including all reports provided to regulatory bodies (i.e., Department of Health Care Services, Department of Managed Health Care, and Centers for Medicare and Medicaid Services) and governing bodies (e.g., Consumer Advisory Committee).
Maintain department desktop procedures, workflows, job aids, and training material.
Identify barriers to work processes and bring them to the attention of the Supervisor/Manager.
Analyze, create, and test new tools and processes to enhance the department's assessment and documentation processes. Develop and implement work plans for department and individual staff under the direction of the G&A Supervisor and Manager; identify appropriate resources for tasks and develop appropriate workflows and outcomes.
Identify and help implement staff training that addresses team needs in collaboration with the Lead and Supervisor; this includes:
Analyzing and providing written/verbal interpretation of data to identify new team training needs
Assisting with the design of new trainings for the team
Provide ongoing training and assistance to internal staff, as assigned, on how to effectively process grievances and appeals to DHCS and CMS requirements.
Providing recommendations to support the Supervisor and Manager in creating tailored individual training plans.
Under the direction of the G&A Supervisor and Manager, leads team preparation for audits and designated responses to regulatory agencies.
Research issues related to assigned projects, including regulatory compliance, to identify their impact on the organization.
Develops and maintains collaborative relationships within the unit and inter-departmentally; collaborates with the Health Information Management (HIM) team to ensure all G&A reporting is accurate and conducts quality assurance on the data provided.
Continuously evaluates processes and recommends to the G&A Manager for ongoing process improvement, including database design and staff training.
As needed, provide backup coverage and support for other team members.
Requirements and Qualifications:
Bachelor's Degree preferred.
3+ years of experience in managed care and/or grievance and appeal (Healthcare environment).
Medicare/Medicaid experience preferred.
Subject-matter expertise in training and facilitation skills in a group/ classroom setting and one-on-one preferred.
Knowledge of:
Quantitative and qualitative analysis
Database management, spreadsheets, relational databases, and healthcare-compliant systems
Local, state, and federal health plan guidelines/regulations (including CMS, DMHC, DHCS, and NCQA requirements)
Personal computers and Microsoft Office Suite applications, including Outlook, Word, Excel, Access, and PowerPoint
Grievance and Appeals processes and concepts in a health insurance managed care setting.
Healthcare processes related to maintaining regulatory compliance
Able to:
Prioritize multiple and competing tasks in a fast-paced and dynamic environment.
Work under pressure and meet deadlines.
Work both independently and in a team environment.
Communicate effectively, both verbally and in writing.
Analyze data and create reports by utilizing strong analytical skills with high attention to detail.
Communicate effectively, with a strong emphasis on written and verbal communication.
Adapt to changes in requirements/priorities for daily and specialized tasks.
Exercise objectivity in all work functions and approach conflict with curiosity.
Collaborate and build relationships with various people as part of a cross-functional team.
Demonstrate a strong customer focus and proactively find ways to exceed customer needs.
Skills:
Excellent written and oral communication skills and strong interpersonal, critical thinking, and analytical skills.
Excellent organizational, decision-making, and multi-tasking skills
Keen attention to detail
Desired Skills and Experience
Healthcare, Grievance and Appeals, CMS, DMHC, DHCS, NCQA, auditing, Excel, Microsoft Office, database management, relational databases, regulatory
Bayside Solutions, Inc. is not able to sponsor any candidates at this time. Additionally, candidates for this position must qualify as a W2 candidate.
Bayside Solutions, Inc. may collect your personal information during the position application process. Please reference Bayside Solutions, Inc.'s CCPA Privacy Policy at *************************
Financial Analyst
Analyst Job 34 miles from Petaluma
HYBRID in San Francisco, CA
This role requires a strong understanding of financial data, particularly mortgage loans, and the ability to identify discrepancies such as receiving an adjustable rate when a fixed rate is expected. The ideal candidate will be proficient in reading and interpreting bank notes, extracting relevant information, and accurately compiling that data into organized Excel spreadsheets for presentation to management. This includes the ability to recognize anomalies and inconsistencies within financial documents, ensuring data integrity and facilitating informed decision-making.
Candidate must possess comprehensive financial skills including knowledge of agency and non-agency securities, secondary market expertise, and understanding of residential/commercial real estate origination, underwriting, servicing, and mortgage-backed securities pricing.
Technical proficiency should include Excel functions (VLOOKUP, Pivot Tables, IF Functions).
Primary Responsibilities:
Create and maintain customized mortgage collateral update files
The role involves creating and gathering customer specifications for mortgage collateral update (MCU) files while collaborating with members to review test results.
This position requires coordinating and writing user acceptance criteria through JIRAs and conducting testing with each customer to validate data integrity.
The analyst provides technical support and troubleshooting assistance to enable members to process their MCU files, along with ongoing support for members' data files and maintenance of data maps.
Additionally, the role includes conducting market research and supporting changes to criteria data requirements to ensure compliance with the Bank's collateral risk framework.