Data Analyst
Analyst Job 21 miles from Woodmere
Our client is seeking a Data Analyst to join their team! This position allows for applicants in Irving, TX; Basking Ridge, NJ; or Atlanta, GA.
Produce, edit, and proofread clear and concise content for multiple channels, including voice channels, web, app, agent systems, and other applicable platforms
Collaborate closely with UX Writers, Content Strategists, and Translation services to ensure high-quality copy and Content Quality Assurance (CQA)
Maintain and review tone, voice, and personas across all content created for nine different brands
Design, build, and implement VOC (Voice of the Customer) data flow, data validation, and system integrations in collaboration with GTS, AI&D, vendors, business teams, and development teams.
Drive agile project management, including creating user stories in Jira, leading grooming sessions, and ensuring successful sprint execution
Utilize expertise with VOC vendors such as Qualtrics, Medallia, and other customer experience platforms to design, analyze, and optimize VOC programs
Partner with cross-functional teams to implement technology solutions that enhance customer insights and improve overall experience
Ensure seamless integration of VOC systems with enterprise data architecture to support data-driven decision-making and actionable insights
Manage data ingestion processes, ensuring seamless integration across multiple systems
Lead system integrations, APIs, and real-time payload creation to optimize VOC programs
Desired Skills/Experience:
Bachelor's degree
6+ years of relevant experience in data engineering, system integration, and VOC program implementation
Proficiency in SQL to extract, manipulate, and analyze large datasets
Hands-on experience with system integrations, data engineering, and data migration, with a solid understanding of data architecture across multiple systems
A background in marketing, computer science, business transformation, data science, or customer experience in a business, agency, or consulting environment
Experience developing and automating data analytics and conducting ad-hoc analyses
Strong analytical skills with a proven ability to meet and exceed business objectives
A high level of accountability and ownership
The ability to build strong relationships with business partners, manage multiple projects simultaneously, and deliver results on time
Benefits:
Medical, Dental, & Vision Insurance Plans
401K offered
$24.50 - $35.00 (est. hourly)
Technology and Data Analytics Analyst/Associate
Analyst Job 12 miles from Woodmere
MONTICELLOAM, LLC and its affiliates (“Monticello”) is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Monticello is seeking team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic.
We are looking for a Technology and Data Analytics Analyst/Associate for our New York City office to support investment management teams such as originations, underwriting and asset management as well as finance, accounting, compliance, investor relations, and human resources.
The Technology and Data Analytics Analyst/Associate's primary responsibilities are:
Assist in the design and implementation of a data warehouse, including the setup of various data tables and flow of information from various sources into and out of the data warehouse to support analytics, dashboarding, and automated process flow
Proactively analyze investment related data to answer key questions from internal and external stakeholders including executive management, investment team members, and investors
Develop custom investment related reports across healthcare and multi-family real estate debt and equity
Perform qualitative and quantitative research on public and proprietary data sets and technologies to develop insights, create presentations, and make actionable business recommendations
Leverage AI tools to automate data entry and analysis
Evaluate individual investment and portfolio performance across asset class, geography, and other segmentations to identify key trends
Break complex processes down into their individual components and identify areas where data and technology can increase efficiencies, effectiveness, and scalability
Sustain and oversee the data management systems critical to the firm's success.
Job Requirements:
Bachelor's Degree
Finance, accounting, credit, legal, real estate and/or business background
Established organizational skills and ability to simultaneously handle multiple projects
Extensive technical skills including, iLevel, Snowflake, Tableau, Monday.com, SQL, Python
Experience sourcing and analyzing data through APIs, data scraping, and database querying
Ability to quickly learn new tools and technologies
Interest in financing healthcare, senior housing, multi-family housing and/or renewable energy preferred
Effective oral and written communication and interpersonal skills to liaise with borrowers, financing counterparties, and other external parties
Advanced financial analytical proficiency along with the ability to “see the big picture”
Strong grasp of logic and data analytics
Passion for the firm and passion for what we do
Intellectual curiosity and a desire to understand the purpose behind their work
We firmly believe that the most innovative solutions arise from a diverse, collaborative environment that welcomes varied perspectives and backgrounds. We are dedicated to fostering an inclusive workplace that not only embraces differences but also empowers all individuals, providing them with opportunities to unleash their entrepreneurial spirit. We are an equal opportunity employer.
This opportunity will offer a competitive base salary and performance-based bonuses. The base salary for this position falls within the range of $90,000 to $110,000 per year. The specific compensation package will be determined based on the qualifications of the selected candidate at the time of hiring. Additionally, employees may be eligible for discretionary bonuses, contingent upon their annual performance reviews.
Large Format Printer Solutions Analyst
Analyst Job 19 miles from Woodmere
US-NY-Melville Type: Full-Time # of Openings: 1 CUSA Melville Headquarters About the Role
Do you enjoy staying ahead of the technology assimilation gap presented by the quickly evolving solution space? Do you feel excited when your efforts supporting a sales team results in that big win?
Canon USA's Large Format Division seeks a Large Format Printer Solutions Analyst (Analyst, Solutions). You will be responsible for technical consultation, workflow assessment, strategy development, and in-depth knowledge of Canon-branded and third-party solutions in order to support Canon sales efforts in assigned dealers in the Eastern region
You will work on leading solutions for the company which prides itself as a thought leader in the industry. Due to the ever-changing needs of the office environment, Canon works to continuously refine our solutions to provide users with greater flexibility, control and convenience required to manage their workflow processes.
Tap into your breadth of technical product, industry, vertical market, and workflow expertise to effectively assist the wholesale channels and end-user customers with detailed analysis and recommendations pertaining to Canon hardware and software solutions.
As a Solutions Analyst, you are responsible for dealer wholesale solutions, sales channel account management, territory management, marketing program implementation, and education related to Canon-branded and third-party solutions sales. Experience with enterprise printing and scanning software solutions helpful.
This position requires the ability to travel up to 75% (average 4 days per week). This is a home-based position located in the Eastern Region.
This position is full time and is considered virtual. The office will be open 5 days a week; however you will not be required to report to the office unless there is a specific business need. Note that work schedules and office reporting requirements may change from time to time based on business needs.
Your Impact
Support wholesale channel dealer sales efforts by providing Canon/third-party solutions technical expertise and workflow assessment to end-user customers and dealer partners through sales call and other related activity
Technical advisory support pertaining to Canon and third-party software solutions in regards to workflow survey assessments, RFP, RFQ, proposals, and other sales activity
Technical sales training/seminar delivery to SE audiences and Major Account Sales/technical sales personnel in the channel
All customization activity pertaining to dealer sales activity, including image WARE Suite, third-party solutions, MEAP, and other customization activity (i.e. print driver, etc.)
Technical sales support and staffing for launches, open houses, trade shows, Truck Tour, DSF, TechNet/SalesNet-type events when required
Market intelligence, market analysis, feedback, and reporting to CUSA
Development and execution of strategies with key decision makers and end-user customers in the dealer sales channel and with the intent of increasing Canon-branded and third-party software solutions sales
Dealer/account relationship management
Deliver revenue achievement and revenue growth pertaining to all assigned products and solutions in assigned accounts/territories
About You: The Skills & Expertise You Bring
Bachelor's degree in a relevant field or equivalent experience required, plus 3 to 5 years of related experience
Large format printer and Pre-sales experience is required
Technical Pre-Sales Support experience is preferred
Ink Jet experience required
Experience with CRM, ECM a plus
Adobe Suite preferred
Graphic Arts and/or Photography a plus
Proven success as a Project Manager and ability to manage multiple projects of various sizes simultaneously
Proficient in IT technologies and in communicating technically with client IT professionals
Ability to travel approximately 75% nationwide
Individual must possess a clean valid state driver's license in order to obtain the position
This position requires driving, therefore a valid driver's license and acceptable driving record are necessary. Additionally, because this position requires driving for company business as an essential function of the job, must remain in compliance with company safety guidelines and policies
We are providing the anticipated salary range for this role: $76,150 - $114,040 annually. This role is eligible for commissions under the terms of an applicable plan.
Company Overview
About our Company - Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $29.4 billion in global revenue, its parent company, Canon Inc. as of 2023 has ranked in the top-five overall in U.S. patents granted for 38 consecutive years. Canon U.S.A. is dedicated to its
Kyosei
philosophy of social and environmental responsibility. To learn more about Canon, visit us at ***************** and connect with us on LinkedIn at ******************************************
Who We Are
Where Talent Fosters Innovation.
Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation.
What We Offer
Youll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits.
And Even More Perks!
-Employee referral bonus
-Employee discounts
-Dress for Your Day attire program (casual is welcome, based on your job function)
-Volunteer opportunities to give back to our local community
-Swag! A Canon welcome kit and official merch you cant get anywhere else
Based on weekly patent counts issued by United States Patent and Trademark Office.
All referenced product names, and other marks, are trademarks of their respective owners.
Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at https://*****************/about-us/life-at-canon/benefits-and-compensation
We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor.
You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
If you are not reviewing this job posting on our Careers site https://*****************/about-us/life-at-canon, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at https://*****************/about-us/life-at-canon.
#CUSA
Posting Tags
#PM19 #LI-AV1 #CUSA #LI-REMOTE #ID22
PI14f72a127415-26***********3
Reporting Data Analyst
Analyst Job 25 miles from Woodmere
with a major financial firm. Hybrid - 3 days / week in Newark, NJ.
Junior Data and Reporting Analyst
We are seeking a detail-oriented and highly organized individual with strong Excel skills and attention to detail to support daily tasks. This role will involve data entry and reporting for financials, resourcing and headcount. In addition, the individual will provide backup when needed assisting in managing administrative tasks including employee/contractor onboarding and coordinating schedules. The ideal candidate should be proficient in Microsoft Excel, possess excellent organizational skills, and be comfortable handling confidential information.
Key Responsibilities
Perform data entry, maintain spreadsheets and develop reports (e.g. pivot tables, VLOOKUP, Charts)
Process invoices and expenses
Establish and help maintain relationships internally and externally
When needed will assist with meeting coordination, supporting onboarding and offboarding employees and contractors (this includes, systems access, ordering equipment, processing necessary paperwork, and ensuring smooth integration)
Qualifications & Skills
Bachelor's degree preferred
2+ years of experience working in a similar role
Strong attention to detail and accuracy
Advanced proficiency in Microsoft Excel (e.g. pivot tables, data analytics, Vlookup).
Familiarity with PowerBI is a plus
Strong powerpoint skills
Ability to multitask, prioritize tasks effectively, and manage heavy workloads in a deadline-driven, fast-paced environment.
Strong problem-solving skills and attention to detail.
Ability to work independently and as part of a team.
Strong organizational and time management skills
Strong verbal and written communication and interpersonal skills
Ensure accuracy and confidentiality in handling sensitive information
Business Analyst/Data Analyst
Analyst Job 12 miles from Woodmere
Job Title: Analyst / Senior Analyst, Investment Infrastructure and Technology (Business/data analyst)
Work Model: in office 4x a week (Monday-Thur)
Comp: 80-115k base + bonus Summary: A top tier asset management firm with 50bn+ in AUM is looking for a technical business analyst/data analyst hybrid to join their growing but tight knit team. You will focus on data governance and data integrity procedures, business analytics, and
reporting, and other ad-hoc projects which are part of the day-to-day operations of the business.
Key responsibilities include:
* Apply data governance strategies through data validation for internal and external reports
* Assist with generation of various internal reports
* Contribute to the development of enhanced standardized processes and procedures
* Create optimized workflows to produce data analysis and visualizations
* Assist Underwriting team with the closing process for new transactions
* Liaise with adjacent teams on ad-hoc and recurring data requests, internal and external audits, communication and fundraising/marketing updates, projections, portfolio summaries, and other special projects
Requirements:
* Bachelor's degree
* 0-3+ years of relevant work experience
* Excellent skills in data management and analysis, business analytics, and problem-solving
* Experience with SQL Server, SSRS, Python, Power BI, and AI tools
* Professional background in investments, operations, or finance industries preferred
* Knowledge of leveraged finance, fixed income, and/or private equity preferred
* Strong interpersonal and communication skills; establish effective working relationships with teammates
* Balancing thoroughness and efficiency of work
Desired Skills and Experience
data analysis
data analyst
sql
python
business analyst
business analysis
kdb
r
coding
database
power bi
tableau
AI
data governance
query
strategy
operations
operations analyst
data strategy
data strategy operations analyst
technical business analysis
technical busienss analyst
Wealth Management Analyst
Analyst Job 12 miles from Woodmere
Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis
DUTIES and RESPONSIBILITIES:
Client Support:
As a key member of the service team, provide coverage for an FA/PWA/team including:
Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
Remaining current on all policies, procedures and new platforms
Business Development & Operational Support:
Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Qualifications - External
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
2+ years of work experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Additional product licenses may be required
Knowledge/Skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Technically proficient and quick learner of new and updated platforms
Detail oriented with superior organizational skills and ability to prioritize
Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven
REPORTS TO:
Business Service Officer
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Expected base pay rates for the role will be between $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Chargeback Analyst (Onsite)
Analyst Job 29 miles from Woodmere
Who we are:
Octapharma USA, an American subsidiary of Octapharma AG, is located in Paramus, New Jersey. Octapharma is one of the largest human protein product manufacturers in the world. Family-owned since being established in 1983, Octapharma is a global healthcare company headquartered in Lachen, Switzerland. Our products are available in 118 countries and reach hundreds of thousands of patients every year.
We are an entrepreneurial company with a high-energy, fast-paced work environment. Our focus is on delivering lifesaving products to patients who rely on our therapies to treat rare diseases and other bleeding and immune disorders. Here, every employee, no matter the department or role, is highly valued and an integral part of our success, which has resulted in year-over-year growth and expansion. The power of our combined efforts and commitment as a team is what makes this all possible.
By truly listening and responding to one another, we work together to reach a common goal and create an environment that inspires excellence. When you walk in our doors each day, you'll be among a friendly group of people who respect your strengths, appreciate your interests, and support your success. We are a family. And we have our long-term employees to show for our wonderful culture and environment.
Position Summary:
Octapharma USA is searching for a Chargeback Analyst to join our team. The Chargeback Analyst is responsible for overseeing all aspects of the Chargeback process. This position will be responsible for the timely receipt, analysis, resolution, and posting/reporting of distributor chargeback requests and resulting reconciliation documentation. The Chargeback Analyst will also be responsible for retrieval and maintaining membership records for GPOs/340B/IDNs, Master Data creation and maintenance, Contracting Data administration, and Customer notifications.
Requirements:
Must be onsite in Paramus, NJ Office
Minimum 2 years of experience with Model N or other pharmaceutical chargeback and contracting system.
Microsoft Office Suite knowledge including excellent Microsoft Excel skills.
In depth knowledge and experience in every function of pharmaceutical chargeback processing and contract administration.
Octapharma USA is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
We commit to an inclusive recruitment process and equality of opportunity for all our job applicants.
At Octapharma USA, we strive to exemplify diversity through our employees, recruitment efforts, and the communities we serve. While promoting equity among our employees and colleagues, we encourage open dialogue with respect for each other's point of view. In an inclusive culture, we can foster a sense of belonging. Diversity, equity, inclusivity and belonging are essential for the success of Octapharma USA.
While Octapharma USA does not require a vaccination for COVID-19 or proof of a recent negative test result for COVID-19 at this time, employees working in customer facing roles must adhere to and comply with customers' (such as hospitals, physician offices, etc.) credentialing guidelines, which may require vaccination. As required by applicable law, Octapharma USA will consider requests for reasonable accommodation for those unable to be vaccinated. This requirement is subject to applicable state and local laws and may not be applicable to employees working in certain jurisdictions.
Octapharma USA Compensation and Benefit Summary: The pay range for this position at commencement of employment is expected to be between $65,000 to $95,000; however, unexpected and necessary adjustments or increases may result from Company annual salary increases, if applicable, and or fluctuations in the job market necessitating adjustments to pay ranges. Further, final pay determinations will depend on various factors, including, but not limited to geographical location, experience level, knowledge, skills and abilities. The total compensation package for this position may also include other elements, including a full range of medical, financial, and/or other benefits (including 401(k) eligibility and paid time off benefits, including parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Employees may be eligible to participate in Company employee benefit programs such as health insurance, flexible spending account, paid time off, and disability plan in accordance with the terms of the applicable plans. For additional general information on the company benefits, please go to Employee Benefits.
FP&A Analyst
Analyst Job 12 miles from Woodmere
Job Title: FP&A Analyst/Associate (2-3 Years of Experience)
A leading global private equity firm managing over $50 billion in assets. We invest in a diverse range of industries and work closely with our portfolio companies to drive growth and create long-term value. We are seeking a highly motivated and detail-oriented FP&A Associate to join our dynamic team and contribute to the continued success of our firm.
Role Overview:
As an FP&A Associate, you will be an integral part of the finance team, responsible for supporting financial planning, analysis, and reporting across the firm and portfolio companies. You will collaborate closely with senior leadership, providing valuable insights and helping to drive data-driven decision-making.
Key Responsibilities:
• Assist in the preparation of the firm's quarterly and annual budgets, forecasts, and financial reports.
• Analyze financial performance and variances, highlighting key trends, opportunities, and risks.
• Support the preparation of monthly, quarterly, and annual management reports for senior stakeholders.
• Develop and maintain financial models to support investment evaluation, portfolio monitoring, and performance reporting.
• Provide analysis and recommendations on cost optimization and operational efficiencies.
• Collaborate with internal teams and portfolio companies to gather and analyze financial data.
• Monitor and track performance metrics across the firm's investments.
• Assist with ad-hoc financial analyses and projects as required by senior leadership.
• Ensure the accuracy and integrity of financial data across all reporting systems.
Qualifications:
• 2-3 years of experience in financial planning & analysis (FP&A), investment banking, private equity, or management consulting.
• Strong proficiency in financial modeling, forecasting, and budgeting.
• Advanced Excel skills; familiarity with financial software (e.g., Adaptive Insights, NetSuite, etc.) is a plus.
• Strong analytical skills and attention to detail.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• Excellent communication skills, both written and verbal.
• A degree in Finance, Accounting, Economics, or a related field (CFA, MBA, or similar is a plus).
• Prior experience in private equity or financial services is preferred but not required.
What We Offer:
• Competitive compensation package and performance-based bonuses.
• Opportunity to work with a high-caliber team in a fast-paced, growth-oriented environment.
• Exposure to senior leadership and strategic decision-making.
• Comprehensive benefits package, including health, dental, and vision insurance, retirement plans, and more.
• A culture of collaboration, innovation, and continuous development.
Operations Analyst
Analyst Job 12 miles from Woodmere
!
Responsibilities:
Service business, providing the highest quality support relating to trading and brokerage.
Statement Reconciliation
Reviewing daily reconciliation files for firm's internal accounting system and communicating with back office for processing
Researching account breaks and working with back office to reconcile account discrepancies in a timely manner
Onboard new products
Qualifications:
Bachelor's Degree
1-3 years of relevant experience
Excellent computer skills (including Microsoft Office); proficiency with excel spreadsheets (e.g., working with large data files, pivot tables and preparing summary schedules for presentations).
Portfolio Operations Analyst
Analyst Job 12 miles from Woodmere
Lucid Management and Capital Partners LP
Type: Full-Time
At Lucid Management and Capital Partners, we are a growing and innovative investment management platform overseeing more than $4 billion in assets. We're passionate about achieving exceptional outcomes for our clients and fostering a culture of excellence, innovation, and optimism. We're looking for a driven, detail-oriented individual to join us as a Portfolio Operations Analyst, an early-career position designed to help you grow into an indispensable part of our team.
About Lucid Management and Capital Partners
Lucid is built on a foundation of transparency, integrity, and collaboration. We thrive in a fast-paced, entrepreneurial environment that values curiosity, adaptability, and ownership. We believe in empowering our team members to achieve their highest potential while supporting our clients with unmatched diligence and expertise.
Role Overview
As a Portfolio Operations Analyst, you'll have the opportunity to develop your expertise in trading operations, risk reporting, and automation while contributing to the efficiency and scalability of a high-performing investment platform. This role is designed to help you grow into a core team member by exposing you to various operational, technical, and strategic facets of the business.
Working closely with experienced team members and senior portfolio managers, you'll develop the skills and insights necessary to optimize trade settlements, reconcile accounts, streamline processes, and drive automation. You'll be encouraged to take ownership of your work and will be supported as you build your knowledge, expand your technical toolkit, and take on increasing responsibilities.
Key Responsibilities
You will be expected to grow into the following responsibilities with mentorship and support:
Learn and excel at trade settlement processes: Confirm and settle trades across multiple portfolios.
Develop fund accounting expertise: Perform daily position reconciliations and accounting tasks.
Build risk awareness: Monitor and report on portfolio risk characteristics, collaborating closely with portfolio managers.
Streamline operations: Assist in optimizing booking, settlement, reconciliation, and risk systems with a focus on automation and efficiency.
Enhance communication skills: Liaise directly with counterparties and fund custodians to ensure seamless settlements.
Drive innovation: Contribute to automation and process improvements to increase efficiency, scalability, and cost-effectiveness.
What We're Looking For
This role is designed for candidates who have a strong foundation in finance, analytics, or technology and are eager to develop their expertise in operations and automation. You don't need to be an expert yet-you'll grow into this role with our guidance and support.
Requirements:
Advanced proficiency in Excel (including VBA for automation)
Experience in SQL database management, querying and business process automation
Advanced Python programming skills
Extreme attention to detail
Ability to meet tight deadlines
Team player mindset
Rapid problem recognition and resolution
Demonstrated track record of engaging in community and excelling - sports, clubs, organizations, etc.
What Will Set You Up for Success:
A bachelor's degree in a relevant field and/or 1-2 years of professional experience in finance or upcoming graduation in May 2025.
An interest in financial markets and the desire to build a career in portfolio operations.
Attention to detail and a proactive mindset.
A willingness to embrace challenges and grow through feedback.
A collaborative and optimistic attitude.
Preferred (but not required):
Exposure to fixed income or repo products.
Who You Are
At Lucid, we value traits over tenure. Here's how we define success:
Growth-Oriented: You approach challenges as opportunities to learn and are eager to expand your skill set.
Proactive Problem Solver: You take initiative to identify and address issues, ensuring seamless execution of tasks.
Team Player: You thrive in collaborative environments and enjoy working with others to achieve shared goals.
Detail-Oriented: You take pride in delivering high-quality, accurate work on tight deadlines.
Positive Energy: You bring optimism and enthusiasm to everything you do, inspiring those around you.
Compensation and Benefits
Salary: $75,000-$85,000 per year, commensurate with experience.
Bonus: Annual discretionary bonus based on individual and team performance.
Benefits: Comprehensive healthcare, leave benefits, retirement plan, and opportunities for professional development.
At Lucid, we invest in our people. This role is not just a job-it's the start of a career path. We're committed to helping you achieve your goals while providing the tools, mentorship, and opportunities to grow into a key contributor to our success.
Lucid is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees.
Anti-Money Laundering Analyst
Analyst Job 12 miles from Woodmere
Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.
About The Role & Team
We are looking for a talented financial services professional to join our world class Operations Team as an AML Analyst. As an AML Analyst here at Webull you are reporting directly into our Director of Compliance. Playing a crucial role, focused on investigating and identifying new trends, patterns, and emerging risks related to trading and funds transfers.
In This Role, You Will
Monitor and review red flags, perform enhanced due diligence when necessary
Be a point of contact for escalations, basic queries, investigations, and overall AML support
Verify proper documentation related to account validations
Respond to AML related issues via phone, handle customer inquiries by conducting research, taking ownership and communicating with clients via email and chat
Review and maintain daily activity and reports, identifying potential issues and taking proper actions
Run background checks on customers and bank accounts
Support with testing, revising existing logic and implementation of new controls
Investigate fraud and follow all documented and reviewed risk controls and escalation procedures to minimize risk to the Firm
Help streamline and optimize AML processes
The Skills You Bring
Bachelor's degree in economics, Business, Finance, Technology or similar major.
1-3 years of experience in AML/KYC department or conducting fraud or financial crimes investigations on behalf of an SRO, Broker Dealer or FCM.
Comfort and fluency with computers and technology and an understanding of how technology is applied to business and regulation.
Strong problem solving, control, and project management skills.
What Makes You Stand Out
You have your ACAMS, CFE and Series 7
A proven ability to work efficiently and accurately under pressure in a fast-paced, multi-tasking environment
You can thrive in both individual and team atmosphere
You have strong communication skills both written and verbal.
Why Webull?
At Webull, we're more than just a company - we're a global community of innovators, problem solvers, and trailblazers. Headquartered in St Petersburg, FL, Webull operates across15 regions worldwide, serving over 20 million registered users. Our team is filled with passionate individuals who inspire one another, work hard, and thrive on tackling challenges together. Here, your ideas matter, your voice is heard, and your contributions have a real impact.
We believe that taking care of our people is the key to success. That's why we offer an exciting suite of benefits designed to support you and your loved ones:
Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, and company holidays.
Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
Dynamic Office Culture: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
At Webull, we are committed to fair, equitable, and transparent compensation. The base salary range for this position is $70,000-80,000 per year + yearly discretionary bonus + benefits. The final offer will depend on several factors, including the successful candidate's skills, depth of work experience, location, and relevant licenses/ qualifications. Each offer is determined based on individual strengths and relevant business considerations.
This role is based in our Wall Street Operations in New York at 44 Wall Street, New York, NY 10005. We're proud of the dynamic culture we've created across our offices, where ideas flow freely, mentorship happens organically, and opportunities for growth and learning are always within reach. By working in-office, we ensure every team member can fully immerse themselves in our mission, grow alongside colleagues, and make an immediate, tangible impact!
EEOC Statement
Webull is proud to promote diversity and provide equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.
Law Analyst
Analyst Job 29 miles from Woodmere
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.
USA Sr. Analyst, Controllership
Analyst Job 12 miles from Woodmere
USA Sr. Analyst, ControllershipNew York, United States of AmericaThe Sr. Analyst, FP&A is responsible for the process administration, reconciliations, reporting, analysis, and documentation of assigned job areas within the financial reporting function. S/he improves the effectiveness of the finance reporting team by making enhancements to current reporting processes.
Primary Location: New York, NY, New York
Other Locations: New York-New York
Organization: Banco Santander S.A.
Salary: $56,250 - $95,000/year
Junior Analyst
Analyst Job 12 miles from Woodmere
Junior Analyst
Type: Full Time
Note: Must be a US Citizen or legally authorized to work in the United States without the need for employer sponsorship
Qualification
Bachelor's degree in business (finance, org behavior, marketing, economics)
Business report writing skills
Excellent interpersonal and communication skills
3-5 years of relevant work experience
Position Responsibilities
Drafting white papers and concept notes (structured thinking)
Conducting market research and studying market trends to support projects
Partnering and liaise with different Group entities to support in their operations
Analysis of financial statements and comfort of working with numbers
Desired Competencies
Demonstrated ability to be organized and work both independently and within a team, with strong attention to detail and strong project management skills
Excellent written and verbal communication skills, experience working with cross-functional teams, and presenting to leadership
Advanced proficiency with Microsoft Office applications including Word, Visio, Excel, Project, Access, and PowerPoint
Able to excel in a fast-paced, deadline-driven environment, where small teams share a broad variety of duties
Energy Analyst
Analyst Job 29 miles from Woodmere
We are seeking an Energy Analyst to join our team!
We are looking for a trustworthy, outgoing, and ambitious candidate who is seeking to establish a career in the energy and sustainability industry. This person will be working directly with the Executive Director of Energy Services at Stanwich Energy and will have daily interaction with suppliers and utility companies to provide clients with regular reporting.
Responsibilities:
Perform various client-facing energy analyses
Maintain and optimize internal databases
Assist with bill auditing and solve utility billing discrepancies
Be a Subject Matter Expert in sustainability and green power
Learn and become familiar with the different deregulated energy markets and pricing components
Conduct market research to determine potential of products and services
Research and create presentations/reports on new regulatory changes in the markets
Qualifications and Skills:
Bachelor's degree - preferably in an Engineering, Energy, Economics, or related field
0-3 years experience in the energy industry
Strong analytical and critical thinking skills
Proficiency with Microsoft Excel
Quick learner with strong writing and verbal communication skills
Excellent time management skills and ability to multi-task without compromising accuracy
Demonstrates an ability to identify problems and find creative and efficient ways of solving them
Analyst
Analyst Job 12 miles from Woodmere
Who We Are
Corporate Risk Solutions, LLC (“CRS”) is the preeminent risk management and insurance advisory firm specializing in the private equity and alternative investment community, including their respective portfolio company assets. Headquartered in New York, NY, we partner with 120+ private equity firms, hedge funds, and distressed investors, managing risk for hundreds of portfolio company assets worldwide. CRS also serves as an independent risk manager for a diverse range of stand-alone global businesses, from start-ups to Fortune 10 companies, both privately held and publicly traded.
As a boutique firm, we offer tailored, proprietary client solutions, provide unparalleled access to decision-makers, and create impactful opportunities to influence risk outcomes for some of the world's largest and most complex investment firms.
At CRS, we pride ourselves on delivering exceptional service through collaboration, innovation, and deep expertise. For more information, visit us at *******************
The Opportunity
As an Analyst, you will play a pivotal role in conducting both quantitative and qualitative analyses to drive business growth and achieve and optimize strategies. You'll leverage your analytical skills to manipulate datasets, craft financial models, and distill insights into concise, actionable reports that deliver real value to our clients.
As a key contributor, you'll work closely with professionals across CRS, gaining hands-on experience and building relationships that will elevate your career. If you're passionate about making a tangible impact and thrive in a dynamic, project-focused environment, CRS is the place for you.
The Analyst role requires the ability to thrive in a dynamic setting where priorities shift quickly, and new challenges arise frequently. You must adapt to changing demands, manage competing tasks efficiently, and respond to urgent situations while maintaining focus and quality. A strong sense of organization and the ability to remain calm under pressure are key to succeeding in this dynamic role.
Responsibilities
Analyze and transform data into clear, actionable insights through detailed reports.
Develop compelling pitch and presentation materials that resonate with stakeholders.
Work closely with cross-functional teams to support various projects, ensuring seamless communication and coordination.
Demonstrate effective problem-solving and critical thinking.
Takes the initiative to contribute ideas, manage tasks, and assist in project execution.
Support senior leaders in managing and driving projects, ensuring they are completed on time and exceed client expectations.
Maintain a growth mindset to continuously improve and expand individual skills, industry expertise, and strategic initiatives.
Who You Are
You are an analytical, resourceful, proactive, and driven professional who excels at solving complex problems with creative and thoughtful solutions. Thriving in fast-paced environments, you are eager to contribute to high-impact projects that drive meaningful results. With your natural curiosity, strong communication skills, and collaborative mindset, you will quickly become a valuable asset to any team.
Necessary Personal Attributes
Effective Communicator: You distill complex data and convey ideas to diverse audiences, both verbally and in writing. You actively listen, ask insightful questions, and ensure key points are understood, fostering collaboration and minimizing misunderstandings.
Problem Solver: You demonstrate critical thinking and strong problem-solving skills, identifying challenges, analyzing issues from multiple perspectives, and developing innovative solutions. You approach problems with a proactive and resourceful mindset, leveraging creativity and analytical thinking to resolve obstacles efficiently and effectively.
Organized & Detail-Oriented: Highly detail-oriented with a strong focus on organization, accuracy, and thoroughness. You consistently review work for quality, anticipate potential issues, and maintain process efficiency while ensuring that even the smallest details are addressed.
Action Oriented- You have an outcome-oriented mindset is paramount.
Grit: You possess the mental toughness, courage, passion, work ethic, and perseverance to consistently set and work toward goals, even when faced with obstacles or challenges.
Adaptable: You have a strong aptitude for learning, quickly grasp new and complex concepts, adapt to changing priorities, and apply knowledge in practical, real-world situations while maintaining productivity.
Self-Awareness: You regularly reflect on your contributions, work ethic, decisions, and interactions to continuously improve.
Collaborative: You actively engage with colleagues and cross-functional teams, share knowledge and ideas, and contribute to the collective success of the firm. You foster open, constructive, and positive communication while being adaptable to different work styles and perspectives.
Qualifications
Education: BS or BA from an accredited university/college (preferred fields: Business, Risk Management/Insurance, Finance, Economics, Accounting).
Experience: A strong foundation in risk management, finance, or consulting-including relevant internships, coursework, or early-career roles-is highly valuable.
Proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
Tech-savviness and strong experience with Box, Salesforce (a plus).
Familiarity with VBA, Excel modeling, and qualitative analysis.
Strong analytical and critical thinking skills
Exceptional team player, clear communicator, highly organized
Attention to detail and ability to operate efficiently in a dynamic, goal and deadline driven environment
Why CRS?
At CRS, we foster a culture of innovation, collaboration, and growth. You'll work alongside industry leaders on impactful projects, gain exposure to key decision-makers, and build a rewarding career in one of the most dynamic risk management sectors.
Compensation & Benefits: CRS offers a competitive compensation package, including a base salary, benefits (medical, dental, vision), commuter benefits, and a 401(k) plan. Eligibility for a discretionary annual bonus is based on individual and firm performance (at CRS's sole discretion).
Equal Opportunity Employer
Corporate Risk Solutions, LLC is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
Apply now to join CRS and shape the future of risk management!
Business Analyst
Analyst Job 19 miles from Woodmere
What Working at Hexaware offers:
Hexaware is a dynamic and innovative IT organization committed to delivering cutting-edge solutions to our clients worldwide. We pride ourselves on fostering a collaborative and inclusive work environment where every team member is valued and empowered to succeed.
Hexaware provides access to a vast array of tools that enhance, revolutionize, and advance professional profile. We complete the circle with excellent growth opportunities, chances to collaborate with highly visible customers, chances to work alongside bright brains, and the perfect work-life balance.
With an ever-expanding portfolio of capabilities, we delve deep into and identify the source of our motivation. Although technology is at the core of our solutions, it is still the people and their passion that fuel Hexaware's commitment towards creating smiles.
“At Hexaware we encourage to challenge oneself to achieve full potential and propel growth. We trust and empower to disrupt the status quo and innovate for a better future. We encourage an open and inspiring culture that fosters learning and brings talented, passionate, and caring people together.”
We are always interested in, and want to support, the professional and personal you. We offer a wide array of programs to help expand skills and supercharge careers. We help discover passion-the driving force that makes one smile and innovate, create, and make a difference every day.
The Hexaware Advantage: Your Workplace Benefits
Excellent Health benefits with low-cost employee premium.
Wide range of voluntary benefits such as Legal, Identity theft and Critical Care Coverage
Unlimited training and upskilling opportunities through Udemy and Hexavarsity.
Key Responsibilities:
Collaborate with stakeholders to gather and document business requirements for fund accounting processes.
Fund Accounting + Mutual Funds + Fund administration + Net Asset value (NAV) + End to End + Data Set up.
Ensure compliance with regulatory requirements and industry standards related to mutual funds.
Work closely with IT teams to implement system enhancements and resolve technical issues.
Conduct data analysis and generate reports to support decision-making processes.
Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
Minimum of 6+ years of experience in fund accounting, preferably within the mutual funds industry.
Strong knowledge of mutual fund operations, accounting principles, and regulatory requirements.
Strong communication and interpersonal skills to effectively collaborate with various stakeholders.
Knowledge of data analysis tools like Excel, SQL, or similar.
Education & Experience:
Masters/Bachelor's Degree in Computer Science or equivalent with 6+ years work experience.
Benefits:
In addition to a competitive salary and sign-on bonus, Hexaware has an excellent health benefit plan for medical, dental, and vision. We also offer paid holidays and time off so you can relax and unwind. And our sick leave plan allows you to take paid time off to care for yourself or even a family member. Throw in our 401(k), and we know you'll feel the love!
Service Analytics Senior Analyst
Analyst Job 19 miles from Woodmere
US-NY-Melville Type: Full-Time # of Openings: 1 NY - Melville About the Role
Provides analytical support to the Service Planning Group as well as various levels of Service Management. Supports decision making with in-depth reporting and analysis of Machine, Customer, Technician and Financial performance to ensure future growth and market competitiveness. This position will also review and assess current processes, identify areas for improvement and use all available tools to produce relevant and accurate reporting. Liaison between headquarters and regional Service Management to address issues and ensure clear communication regarding key performance indicators.
Your Impact
- Designs and/or maintains a consolidated Service reporting consisting of system (Oracle and S21) and ad hoc reporting to compile necessary documentation for management evaluation of customer profitability, machine performance as well as technician performance.
- Resolves inconsistencies, and transforms and simplifies high-level complex information to develop practical solutions.
- Identifies best practices and business improvement opportunities through the reporting and analysis of “normalized” KPI.
- Collaborates with development team to constantly improve the performance of the Service -related enhancements.
- Collect, clean, and continuously monitor, and resolve data inconsistencies in report results to ensure data integrity.
- Creates tools and data models to aid in the visualization and monitoring of Service trend data.
- Provides comprehensive customer reporting to include system reports and ad hoc reporting for assigned accounts.
- Adapts quickly to the fast-paced work environment.
About You: The Skills & Expertise You Bring
- Bachelor's degree in a relevant field or equivalent experience required, plus 5 years of related experience.
- Degree in Business, Math, Statistics, Computer Science or equivalent preferred.
- Experience with service industry knowledge is a plus.
- Strong Knowledge of Excel, Power Query, Power BI and relational database software applications.
- SQL skills are a plus.
- Strong inter-personal, analytical & presentation skills to work with business teams directly and advise them with correct solution.
- Excellent oral and written communication skills as well as organizational skills.
- Posses excellent accountability skills and ensure that all deliverables completed on or before target.
- Acts as a team player and strong contributor to work with dynamic team in an ever changing environment.
- Able to articulate issues to management and propose tangible solution to gain their commitment and agreement.
- Excellent pattern recognition and predictive modeling skills.
In accordance with applicable law, we are providing the anticipated annual rate for this role: $92,210 to $138,080 annually
Company Overview
About our Company - Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $29.4 billion in global revenue, its parent company, Canon Inc. as of 2023 has ranked in the top-five overall in U.S. patents granted for 38 consecutive years. Canon U.S.A. is dedicated to its
Kyosei
philosophy of social and environmental responsibility. To learn more about Canon, visit us at ***************** and connect with us on LinkedIn at ******************************************
Who We Are
Where Talent Fosters Innovation.
Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation.
What We Offer
Youll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits.
And Even More Perks!
-Employee referral bonus
-Employee discounts
-Dress for Your Day attire program (casual is welcome, based on your job function)
-Volunteer opportunities to give back to our local community
-Swag! A Canon welcome kit and official merch you cant get anywhere else
Based on weekly patent counts issued by United States Patent and Trademark Office.
All referenced product names, and other marks, are trademarks of their respective owners.
Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at https://*****************/about-us/life-at-canon/benefits-and-compensation
We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor.
You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
If you are not reviewing this job posting on our Careers site https://*****************/about-us/life-at-canon, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at https://*****************/about-us/life-at-canon.
#CUSA
Posting Tags
#PM19 #LI-JZ1 #LI-ONSITE
PI85c3439e6cad-26***********9
Loan Operations Analyst
Analyst Job 12 miles from Woodmere
Operations Analyst - Private Equity Credit Fund
Key Responsibilities
Daily management of portfolio activities, including the handling of interest rate rollovers, principal payments, and interest calculations.
Supervision of the offshore reconciliation team, overseeing cash and position reconciliations across multiple investment funds.
Ensuring the accurate reconciliation of all positions and cash with custodians, fund administrators, and counterparties.
Monitoring and processing amendments and corporate reorganizations, coordinating with teams in Finance & Accounting, Valuations, and Front Office as needed.
Monthly and quarterly preparation of financial packages for the Finance & Accounting team, detailing outstanding reconciliation issues, trade activities, accruals, and any potential control concerns.
Ongoing management of a designated portfolio, providing continued support to the Front Office and Controllers through reporting, assistance, and responding to ad-hoc inquiries.
Experience
Degree in Finance, Accounting, or Economics.
1-3 years of working experience in a buy-side or sell-side financial services institution.
Strong working proficiency with Microsoft Excel software.
Purview Technical Analyst
Analyst Job 25 miles from Woodmere
Long term contract with a major financial firm.
* Defines logical functional requirements that trace back to the business requirements, in collaboration with the lead developer for technical design
* Formulates logical statements of business, scientific and or engineering requirements
* Develops Functional Specification Document Requirements Traceability Matrix, and Technical Specification in close collaboration with technology peers
* Researches and evaluates alternative solutions and recommends the most efficient and cost effective solution for the systems design considering existing systems, available technology, the capacity and limitations of equipment, operating time and form of desired results
* Works with development, operations, technical support and other technology areas as appropriate throughout the design and development project phases
* Designs a detailed systems testing plan to ensure an accurate and effective product
* Prepares charts, tables and diagrams to assist in analyzing problems, utilizing, if necessary, various business, scientific and or engineering mathematical techniques
* Analyzes existing system logic difficulties and revises the logic and procedures involved as necessary
Microsoft Purview is a required skill