Investment Fund Managers

**POSITION SUMMARY:** The Financial Analyst, Fixed Assets evaluates and resolves issues to maintain the integrity of the asset records, values, and master data within the fixed asset sub-ledger for both finance and tax purposes. The Financial Analyst manages the month-end close working with the field Controllership organization to ensure the close of Asset Management (AM) is completed in a timely and accurate manner. The position also partners with the field Controllership group and various departments to provide analysis and support of the fixed asset sub-ledger.

**PRINCIPAL RESPONSIBILITIES:**

+ Records fixed asset additions, disposals, transfers, and depreciation in line with Company policy.

+ Reviews and analyze existing fixed asset records to ensure proper set up and documentation.

+ Provides support and assistance for any audit requests.

+ Compares new and updated Company policy with current procedures to ensure compliance.

+ Responsible for fixed asset account reconciliations between the sub-ledger and general ledger.

+ Maintains fixed assets roll forward on a monthly basis.

+ Prepare monthly and quarterly reports.

+ Provides IT and departmental support for troubleshooting technical issues involving AM and supports tests of changes to AM, as necessary.

+ Participates in month-end and year-end system close.

+ Responds to internal and external requests for reports and analysis.

+ Responsible for researching, responding to, and resolving all AM helpdesk inquiries.

+ Regularly interacts with the field Controllership group and various corporate departments on a variety of tasks.

+ Performs tax asset maintenance.

+ Collaborates and participates in various financial and fixed asset-based projects.

+ Performs other job-related duties as assigned or apparent.

**QUALIFICATIONS:**

+ Experience with Oracle accounting software.

+ Experience with Standard Query Language (SQL), including writing SQL queries.

**MINIMUM REQUIREMENTS:**

+ Minimum of 2 years of fixed asset accounting, financial analysis, or related experience.

**Rewarding Compensation and Benefits**

Eligible employees can elect to participate in:

• Comprehensive medical benefits coverage, dental plans and vision coverage.

• Health care and dependent care spending accounts.

• Short- and long-term disability.

• Life insurance and accidental death & dismemberment insurance.

• Employee and Family Assistance Program (EAP).

• Employee discount programs.

• Retirement plan with a generous company match.

• Employee Stock Purchase Plan (ESPP).

_The statements used herein are intended to describe the general nature and level of the work being performed by an employee in this position, and are not intended to be construed as an exhaustive list of responsibilities, duties and skills required by an incumbent so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company._

EEO STATEMENT:Republic Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, relationship or association with a protected veteran (spouses or other family members), genetic information, or any other characteristic protected by applicable law.

**ABOUT THE COMPANY**

Republic Services, Inc. (NYSE: RSG) is a leader in the environmental services industry. We provide customers with the most complete set of products and services, including recycling, waste, special waste, hazardous waste and field services. Our industry-leading commitments to advance circularity and support decarbonization are helping deliver on our vision to partner with customers to create a more sustainable world.

In 2023, Republic’s total company revenue was $14.9 billion, and adjusted EBITDA was $4.4 billion. We serve 13 million customers and operate more than 1,000 locations, including collection and transfer stations, recycling and polymer centers, treatment facilities, and landfills.

Although we operate across North America, the collection, recycling, treatment, or disposal of materials is a local business, and the dynamics and opportunities differ in each market we serve. By combining local operational management with standardized business practices, we drive greater operating efficiencies across the company while maintaining day-to-day operational decisions at the local level, closest to the customer.

Our customers, including small businesses, major corporations and municipalities, want a partner with the expertise and capabilities to effectively manage their multiple recycling and waste streams. They choose Republic Services because we are committed to exceeding their expectations and helping them achieve their sustainability goals. Our 41,000 team members understand that it's not just what we do that matters, but how we do it.

Our company values guide our daily actions:

+ **Safe** : We protect the livelihoods of our colleagues and communities.

+ **Committed to Serve** : We go above and beyond to exceed our customers’ expectations.

+ **Environmentally Responsible:** We take action to improve our environment.

+ **Driven** : We deliver results in the right way.

+ **Human-Centered:** We respect the dignity and unique potential of every person.

We are proud of our high employee engagement score of 86. We have an inclusive and diverse culture where every voice counts. In addition, our team positively impacted 4.6 million people in 2023 through the Republic Services Charitable Foundation and local community grants. These projects are designed to meet the specific needs of the communities we serve, with a focus on building sustainable neighborhoods.

**STRATEGY**

Republic Services’ strategy is designed to generate profitable growth. Through acquisitions and industry advancements, we safely and sustainably manage our customers’ multiple waste streams through a North American footprint of vertically integrated assets.

We focus on three areas of growth to meet the increasing needs of our customers: recycling and waste, environmental solutions and sustainability innovation.

With our integrated approach, strengthening our position in one area advances other areas of our business. For example, as we grow volume in recycling and waste, we collect additional material to bolster our circularity capabilities. And as we expand environmental solutions, we drive additional opportunities to provide these services to our existing recycling and waste customers.

**Recycling and Waste**

We continue to expand our recycling and waste business footprint throughout North America through organic growth and targeted acquisitions. The 13 million customers we serve and our more than 5 million pick-ups per day provide us with a distinct advantage. We aggregate materials at scale, unlocking new opportunities for advanced recycling. In addition, we are cross-selling new products and services to better meet our customers’ specific needs.

**Environmental Solutions**

Our comprehensive environmental solutions capabilities help customers safely manage their most technical waste streams. We are expanding both our capabilities and our geographic footprint. We see strong growth opportunities for our offerings, including PFAS remediation, an increasing customer need.

**SUSTAINABILITY INNOVATION**

Republic’s recent innovations to advance circularity and decarbonization demonstrate our unique ability to leverage sustainability as a platform for growth.

The Republic Services Polymer Center is the nation’s first integrated plastics recycling facility. This innovative site processes rigid plastics from our recycling centers, producing recycled materials that promote true bottle-to-bottle circularity. We also formed Blue Polymers, a joint venture with Ravago, to develop facilities that will further process plastic material from our Polymer Centers to help meet the growing demand for sustainable packaging. We are building a network of Polymer Centers and Blue Polymer facilities across North America.

We continue to advance decarbonization at our landfills. As demand for renewable energy continues to grow, we have 70 landfill gas-to-energy projects in operation and plan to expand our portfolio to 115 projects by 2028.

**RECENT RECOGNITION**

+ Barron’s 100 Most Sustainable Companies

+ CDP Discloser

+ Dow Jones Sustainability Indices

+ Ethisphere’s World’s Most Ethical Companies

+ Fortune World’s Most Admired Companies

+ Great Place to Work

+ Sustainability Yearbook S&P Global

**Overview**

At PNNL, our core capabilities are divided among major departments that we refer to as Directorates within the Lab, focused on a specific area of scientific research or other function, with its own leadership team and dedicated budget.

Our Science & Technology directorates include National Security, Earth and Biological Sciences, Physical and Computational Sciences, and Energy and Environment. In addition, we have an Environmental Molecular Sciences Laboratory, a Department of Energy, Office of Science user facility housed on the PNNL campus.

The National Security Directorate (NSD) drives science-based, mission-focused solutions to take on complex, real-world threats to our nation and the world.

The Emerging Threats and Technologies Division, part of the National Security Directorate, consists of over 400 scientists, engineers, and analysts with backgrounds in cyber, nuclear, intelligence, policy, data science, and other fields. We work in interdisciplinary project teams to provide innovative concepts that integrate policy, analytics, science, and technology into unique solutions.

**Responsibilities**

The Pacific Northwest National Laboratory seeks a nonproliferation research analyst to provide support for a variety of federal sponsors, including the U.S. Department of Energy’s National Nuclear Security Administration, the Department of State, the Department of Homeland Security, and the Department of Commerce. This position requires the individual to use and evaluate trade data to provide an in-depth analysis of emerging trends, conduct reviews of commodities and technologies to assess their potential export control requirements, and contribute to capacity building activities in foreign countries on topics related to trade data analysis, industry and academic outreach, export control enforcement, and licensing.

Preferred candidates will possess specialized experience in international and national strategic trade control systems including strategic trade licensing, enforcement processes and procedures, and outreach to the industry and academia. They should have a demonstrated ability to conduct commodity classifications, identify appropriate Harmonized System (HS) codes, and provide analysis of applicable strategic trade controls. They should possess experience analyzing complex aggregate and transactional trade data to develop novel methodologies for identifying diversion for which no precedents or past practices exist. They further should be able to make recommendations that will have an effect on direction of activities, set precedent for future decisions, and strongly influence national/international policies and decisions at the working level. Candidates should have experience with communicating complex concepts and presenting different points of view to interagency collaborators and international audiences, as well as facilitating tabletop exercises.

The candidate will provide support to a variety of projects within an overall program scope supporting a range of international and U.S. enforcement activities. The candidate will contribute to the coordination of initiatives and/or projects of diverse scope where analysis of situation or data requires evaluation of a variety of factors. The candidate should be able to make decisions through detailed analysis following existing processes and operational policies while recommending process improvements. The candidate will act as mentor to subordinate(s) to meet schedules and/or resolve technical problems. The candidate will perform work in a collaborative community that includes senior PNNL staff, private and government clients at all levels, as well as foreign officials or dignitaries. Specific responsibilities will be determined based on candidate skills and experience, as well as available programmatic activities and funding. Daily activities include proposal and work scope development, task and project planning and management, execution of research in office settings, sponsor engagement, and reporting.

Responsibilities

+ Trade Data Analysis and Reporting:

+ Evaluate and analyze global trade data to identify emerging trends, diversion risks, and gaps in enforcement mechanisms.

+ Conduct reviews of commodities and technologies to assess export control requirements, including identifying applicable Harmonized System (HS) codes and strategic trade classifications.

+ Develop novel methodologies for analyzing complex aggregate and transactional trade data where no precedents or established practices exist.

+ Translate detailed data insights into actionable recommendations that can shape programmatic activities, policy decisions, and stakeholder strategies at national and international levels.

+ Strategic Advisory and Capacity Building:

+ Contribute to capacity-building activities in foreign countries related to trade data analysis, industry and academic outreach, export control enforcement processes, licensing frameworks, and stakeholder engagement.

+ Provide technical expertise on international and U.S. enforcement systems, including strategic trade licensing, compliance monitoring, and diversion detection protocols.

+ Lead and facilitate tabletop exercises and workshops for interagency collaborators, international partners, and government officials to strengthen understanding of complex trade control concepts.

+ Serve as a subject-matter expert for trade controls, dual-use technologies, and proliferation-sensitive commodities.

+ Program and Project Support:

+ Support various projects within the scope of international enforcement activities, requiring evaluation of diverse factors and coordination across multiple stakeholders.

+ Contribute to the planning, development, and execution of proposals, work scopes, and technical deliverables aligned with sponsor objectives.

+ Engage regularly with U.S. and international clients at all levels—including interagency officials, government leaders, private clients, and foreign partners —to present findings, drive programmatic goals, and deliver impactful results.

+ Collaborate closely with senior PNNL staff and cross-functional teams to achieve project milestones.

+ Leadership and Mentorship:

+ Act as a mentor to junior staff, guiding them through project requirements, schedules, and technical challenges.

+ Recommend process improvements to enhance program efficiencies and operational outcomes within the team based on existing best practices.

Responsible for providing technical expertise, analysis, and publishable products to advance the frontiers of science and address some of the most challenging problems in national security, energy, and the environment. Gather, analyze, and evaluate information from a variety of sources. Anticipates internal and or external business challenges, sponsor and/or regulatory issues; recommends process or service improvements. Identifies and solves unique and complex problems that have a broad impact on the Laboratory. Utilize technical expertise in one or more scientific, engineering, or policy disciplines, determine significance and reliability of incoming information, integrating new information with current data. Evaluate information to determine a recommended course of action. Apply and interpret theories, principles, methods, tools, and technologies within an area of specialty. Provide domain knowledge and insight on national-level mission needs to multidisciplinary project teams comprised of scientists and engineers.

**Qualifications**

Minimum Qualifications:

+ BS/BA and 7 years of relevant experience -OR-

+ MS/MA or higher and 5 years of relevant experience

Preferred Qualifications:

+ Extensive experience with international and U.S. strategic trade control systems, including: Trade licensing, policy enforcement mechanics and compliance frameworks.

+ Stakeholder outreach to industry and academia.

+ Commercial export compliance experience.

+ Proficiency in commodity classifications using Harmonized System (HS) Codes, alongside a thorough understanding of U.S. export control procedures and regulations.

+ Proven ability to analyze complex trade datasets to identify risks of diversion and develop innovative methodologies without existing precedents.

+ Strong expertise in influencing national and international policies and decision-making processes at senior levels by crafting informed analyses and recommendations.

+ Exceptional communication and presentation skills, with demonstrated ability to convey complex concepts and potential divergent viewpoints to senior interagency collaborators, foreign officials, and international audiences.

+ Hands-on experience facilitating tabletop exercises, workshops, and collaborative engagements across policy, industry, and academic sectors.

+ Experience working with the International Nonproliferation Export Control Program (INECP) and Export Control Review and Compliance/Interdiction (ECRCI) Program.

+ Strong problem-solving abilities to make independent decisions through detailed analyses while adhering to established processes.

+ Experience managing diverse project scopes requiring coordination of intricate operational factors.

+ Ability to work in a collaborative environment with individuals of varied expertise, including senior staff, foreign dignitaries, and government officials across multiple agencies.

+ Following the programmatic needs, the candidate will play a dynamic role across multiple activities, leveraging their expertise to drive sponsor success. Daily tasks include research execution in office settings, sponsor engagement, proposal development, task planning, and reporting tailored to complex challenges that impact global trade security.

**Hazardous Working Conditions/Environment**

Not Applicable

**Additional Information**

This position requires the ability to obtain and maintain a federal security clearance.

Requirements:

+ U.S. Citizenship

+ Background Investigation: Applicants selected will be subject to a Federal background investigation and must meet eligibility requirements for access to classified matter in accordance with 10 CFR 710, Appendix B.

+ Drug Testing: All Security Clearance positions are Testing Designated Positions, which means that the candidate selected is subject to pre-employment and random drug testing. In addition, applicants must be able to demonstrate non-use of illegal drugs, including marijuana, for the 12 consecutive months preceding completion of the requisite Questionnaire for National Security Positions (QNSP).

Note: Applicants will be considered ineligible for security clearance processing by the U.S. Department of Energy until non-use of illegal drugs, including marijuana, for 12 months can be demonstrated.

**Testing Designated Position**

This position is a Testing Designated Position (TDP). The candidate selected for this position will be subject to pre-employment and random drug testing for illegal drugs, including marijuana, consistent with the Controlled Substances Act and the PNNL Workplace Substance Abuse Program.

**About PNNL**

Pacific Northwest National Laboratory (PNNL) is a world-class research institution powered by a highly educated, diverse workforce committed to the values of Integrity, Creativity, Collaboration, Impact, and Courage. Every year, scores of dynamic, driven people come to PNNL to work with renowned researchers on meaningful science, innovations and outcomes for the U.S. Department of Energy and other sponsors; here is your chance to be one of them!

At PNNL, you will find an exciting research environment and excellent benefits including health insurance, and flexible work schedules. PNNL is located in eastern Washington State—the dry side of Washington known for its stellar outdoor recreation and affordable cost of living. The Lab’s campus is only a 45-minute flight (or ~3 hour drive) from Seattle or Portland, and is serviced by the convenient PSC airport, connected to 8 major hubs.

**Commitment to Excellence and Equal Employment Opportunity**

Our laboratory is committed to fostering a work environment where all individuals are treated with fairness and respect while solving critical challenges in fundamental sciences, national security, and energy resiliency. We are an Equal Employment Opportunity employer.

Pacific Northwest National Laboratory considers all applicants for employment without regard to race, religion, color, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information (including family medical history), protected veteran status, and any other status or characteristic protected by federal, state, and/or local laws.

We are committed to providing reasonable accommodations for individuals with disabilities and disabled veterans in our job application procedures and in employment. If you need assistance or an accommodation due to a disability, contact us at [email protected] .

**Drug Free Workplace**

PNNL is committed to a drug-free workplace supported by Workplace Substance Abuse Program (WSAP) and complies with federal laws prohibiting the possession and use of illegal drugs.

If you are offered employment at PNNL, you must pass a drug test prior to commencing employment. PNNL complies with federal law regarding illegal drug use. Under federal law, marijuana remains an illegal drug. If you test positive for any illegal controlled substance, including marijuana, your offer of employment will be withdrawn.

**Security, Credentialing, and Eligibility Requirements**

In accordance with Homeland Security Presidential Directive 12 (HSPD-12) and Department of Energy (DOE) Order 473.1A, new employees are required to obtain and maintain a HSPD-12 Personal Identity Verification (PIV) Credential. To obtain this credential, new employees must successfully complete and pass a Federal Tier 1 background check investigation. This investigation includes a declaration of illegal drug activities, including use, supply, possession, or manufacture within the last year. This includes marijuana and cannabis derivatives, which are still considered illegal under federal law, regardless of state laws.

For foreign national candidates:

If you have not resided in the U.S. for three consecutive years, you are not eligible for the PIV credential and instead will need to obtain a favorable Local Site Specific Only (LSSO)risk determination to maintain employment. Once you meet the three-year residency requirement, you will be required to obtain a PIV credential to maintain employment.

**Mandatory Requirements**

Please be aware that the Department of Energy (DOE) prohibits DOE employees and contractors from having any affiliation with the foreign government of a country DOE has identified as a “country of risk” without explicit approval by DOE and Battelle. If you are offered a position at PNNL and currently have any affiliation with the government of one of these countries, you will be required to disclose this information and recuse yourself of that affiliation or receive approval from DOE and Battelle prior to your first day of employment.

**Rockstar Rewards**

Employees and their families are offered medical insurance, dental insurance, vision insurance, health savings account, flexible spending accounts, basic life insurance, disability insurance*, employee assistance program, business travel insurance, tuition assistance, supplemental parental bonding leave**, surrogacy and adoption assistance, and fertility support. Employees are automatically enrolled in our company funded pension plan* and may enroll in our 401k savings plan. Employees may accrue up to 120 vacation hours per year and may receive ten paid holidays per year.

* Research Associates excluded.

**Once eligibility requirements are met.

Click Here For Rockstar Rewards (https://careers.pnnl.gov/rockstar-rewards)

**Notice to Applicants**

PNNL lists the full pay range for the position in the job posting. Starting pay is calculated from the minimum of the pay range and actual placement in the range is determined based on an individual’s relevant job-related skills, qualifications, and experience. This approach is applicable to all positions, with the exception of positions governed by collective bargaining agreements and certain limited-term positions which have specific pay rules.

As part of our commitment to fair compensation practices, we do not ask for or consider current or past salaries in making compensation offers at hire. Instead, our compensation offers are determined by the specific requirements of the position, prevailing market trends, applicable collective bargaining agreements, pay equity for the position type, and individual qualifications and skills relevant to the performance of the position.

**Minimum Salary**

USD $105,600.00/Yr.

**Maximum Salary**

USD $163,500.00/Yr.

**Company :**

Highmark Inc.

**Job Description :**

**JOB SUMMARY**

This role drives financial insights and supports strategic decision-making within the Health Plan FP&A team. The Lead Financial Analyst will be responsible for complex financial modeling, scenario planning, variance analysis, and standard reporting contributing to the overall financial health and strategic direction of the organization.

**ESSENTIAL RESPONSIBILITIES**

+ Conduct in-depth financial analysis, including trend and variance analysis, to identify opportunities for improvement and inform strategic decision-making and preparation of forecasts.

+ Develop and maintain complex financial models to simulate various business scenarios and assess the financial impact of strategic initiatives.

+ Present financial insights and recommendations to management, influencing key business decisions with actionable insights.

+ Collaborate with cross-functional teams, as well as colleagues across different geographic locations, to conduct financial and business related analyses and research

+ Standardize and streamline forecasting, reporting, and analysis processes, identifying automation and system improvement opportunities to increase accuracy and scalability.

+ Lead and document financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.

+ Complete schedules, enterprise reporting, and board materials for affiliates, third parties, and management as required.

**QUALIFICATIONS**

**Minimum**

+ Bachelor’s Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree

+ 7-10 years of related progress experience in Accounting and/or Finance including experience in leading projects of varying size and complexity

+ Experience with various computer applications to include MS Excel and/or MS Access

**Preferred**

+ MBA or Master's degree in Finance, Economics, Accounting or a related field

+ Proficiency with financial planning systems (e.g., Oracle / Hyperion) and advanced Excel skills

+ Experience with data visualization tools (e.g., Power BI)

+ Healthcare industry experience

**Skills**

+ Strong written and oral communication skills

+ Ability to thrive in a collaborative, cross-functional environment

+ Client focused with strong business acumen

+ Self-starter with the ability to work under pressure independently and as part of a team

+ Brings strong attention to detail and analytical rigor and a demonstrated ability to translate complex financial data into actionable insights

**Language (Other than English):**

None

**Travel Requirement:**

0% - 25%

**PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS**

**Position Type**

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Rarely

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Rarely

**_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._

**_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._

_As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy._

_Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._

**Pay Range Minimum:**

$67,500.00

**Pay Range Maximum:**

$126,000.00

_Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.

For accommodation requests, please contact HR Services Online at [email protected]

California Consumer Privacy Act Employees, Contractors, and Applicants Notice

Req ID: J263925

Sr. Credit Products Officer- Business Banking

Westerville, Ohio;Seattle, Washington; Plano, Texas; Charlotte, North Carolina; Chandler, Arizona; Chicago, Illinois; Elma, New York; Tampa, Florida; Newark, Delaware; Concord, California; Phoenix, Arizona; Waltham, Massachusetts; Saint Louis, Missouri

**To proceed with your application, you must be at least 18 years of age.**

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**Job Description:**

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**Job Description**

Assigned as a market or industry level resource, the Senior Credit Products Officer (Sr. CPO) is a highly skilled resource, providing expert level advisory guidance, underwriting, structuring, managing, and negotiating the most complex credit solutions in the multi-practice and large relationship segment of Practice Solutions. Guidelines for assignment of Sr. CPOs include specific criteria and is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit approver in conjunction with CPM and Risk management based on credit approval grid and drives the internal credit approval process, which includes assistance with loan documentation and closing. The underwriting is the most complex in the business as it consists of numerous borrowers and guarantors including Management Services Organizations (MSO/DSO). Involvement with monitoring activities/approvals including covenant compliance is also part of the Sr. CPO’s responsibilities. Management of these relationships can include quarterly or semi-annual monitoring in addition to site visits where appropriate. Sr. CPO’s serve as a consistent underwriting point of contact for the relationship as these are generally turn into repeat borrowers for the Bank. The Sr. CPO maintains knowledge of Bank products including Treasury Management where applicable that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis/underwriting of clients and prospects, design and execution of credit solutions, and the management of asset quality. Client facing, the Sr. CPO collaborates with the Multi-Practice Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions and deliver the bank to clients and prospects. The Sr. CPO reports to the Credit Products Manager (CPM) and will be aligned to and have ownership over for a specific portfolio of clients.

**Sr. CPO Responsibilities:**

This position has direct responsibilities for underwriting, structuring, managing, and negotiating complex credit transactions. All associates at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

+ Ensuring key clients have face to face contact, travel required annually at a minimum.

+ Be Inclusive: Drive opportunity and model an inclusive environment for team, market, and community.

+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data-based decision making and continuous improvement.

+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delivering on work assignments.

**Required Skills:**

+ 5-7 years of small business or higher credit underwriting experience

+ Experience with complex structuring involving multiple business financial statements, pass-thru/management entities, and personal guarantors

+ Operates with a sense of urgency in fast-paced environment

+ Works independently & automatously knowing when to involve leader

+ Excellent oral and written communication skills; ability to motivate

+ Strong organizational skills with ability to work on multiple tasks

+ Client interviews and meetings (phone and in-person)

+ Face to face contact with key clients and willingness to travel, when applicable

+ Ability to quickly identify deteriorating trends

+ Effectively articulate rationale for difficult credit decisions

+ Thorough knowledge of credit policies, guidelines, and regulatory requirements

+ Knowledge of reporting and financial covenants

+ Excellent Microsoft office skills specifically with Excel but including PowerPoint, Word, and OneNote

**Desired Skills:**

+ Preferably Healthcare Finance experience

+ Commercial Lending Experience

+ Broad knowledge of E2E commercial lending portfolio facets

+ Proficient with applicable commercial underwriting platforms & supporting tools

+ Bachelor's Degree or equivalent

**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

**Pay Transparency details**

US - CA - Concord - 2000 Clayton Rd - Concord Bldg D Usca01 - Rs (CA4999), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - Elma - 611 Jamison Rd - (NY7507), US - WA - Seattle - 401 Union St - Rainier Square (WA1510)

Pay and benefits information

Pay range

$114,200.00 - $152,600.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Sr. Credit Products Officer- Business Banking

Westerville, Ohio;Seattle, Washington; Plano, Texas; Charlotte, North Carolina; Chandler, Arizona; Chicago, Illinois; Elma, New York; Tampa, Florida; Newark, Delaware; Concord, California; Phoenix, Arizona; Waltham, Massachusetts; Saint Louis, Missouri

**To proceed with your application, you must be at least 18 years of age.**

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**Job Description:**

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**Job Description**

Assigned as a market or industry level resource, the Senior Credit Products Officer (Sr. CPO) is a highly skilled resource, providing expert level advisory guidance, underwriting, structuring, managing, and negotiating the most complex credit solutions in the multi-practice and large relationship segment of Practice Solutions. Guidelines for assignment of Sr. CPOs include specific criteria and is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit approver in conjunction with CPM and Risk management based on credit approval grid and drives the internal credit approval process, which includes assistance with loan documentation and closing. The underwriting is the most complex in the business as it consists of numerous borrowers and guarantors including Management Services Organizations (MSO/DSO). Involvement with monitoring activities/approvals including covenant compliance is also part of the Sr. CPO’s responsibilities. Management of these relationships can include quarterly or semi-annual monitoring in addition to site visits where appropriate. Sr. CPO’s serve as a consistent underwriting point of contact for the relationship as these are generally turn into repeat borrowers for the Bank. The Sr. CPO maintains knowledge of Bank products including Treasury Management where applicable that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis/underwriting of clients and prospects, design and execution of credit solutions, and the management of asset quality. Client facing, the Sr. CPO collaborates with the Multi-Practice Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions and deliver the bank to clients and prospects. The Sr. CPO reports to the Credit Products Manager (CPM) and will be aligned to and have ownership over for a specific portfolio of clients.

**Sr. CPO Responsibilities:**

This position has direct responsibilities for underwriting, structuring, managing, and negotiating complex credit transactions. All associates at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

+ Ensuring key clients have face to face contact, travel required annually at a minimum.

+ Be Inclusive: Drive opportunity and model an inclusive environment for team, market, and community.

+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data-based decision making and continuous improvement.

+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delivering on work assignments.

**Required Skills:**

+ 5-7 years of small business or higher credit underwriting experience

+ Experience with complex structuring involving multiple business financial statements, pass-thru/management entities, and personal guarantors

+ Operates with a sense of urgency in fast-paced environment

+ Works independently & automatously knowing when to involve leader

+ Excellent oral and written communication skills; ability to motivate

+ Strong organizational skills with ability to work on multiple tasks

+ Client interviews and meetings (phone and in-person)

+ Face to face contact with key clients and willingness to travel, when applicable

+ Ability to quickly identify deteriorating trends

+ Effectively articulate rationale for difficult credit decisions

+ Thorough knowledge of credit policies, guidelines, and regulatory requirements

+ Knowledge of reporting and financial covenants

+ Excellent Microsoft office skills specifically with Excel but including PowerPoint, Word, and OneNote

**Desired Skills:**

+ Preferably Healthcare Finance experience

+ Commercial Lending Experience

+ Broad knowledge of E2E commercial lending portfolio facets

+ Proficient with applicable commercial underwriting platforms & supporting tools

+ Bachelor's Degree or equivalent

**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

**Pay Transparency details**

US - CA - Concord - 2000 Clayton Rd - Concord Bldg D Usca01 - Rs (CA4999), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - Elma - 611 Jamison Rd - (NY7507), US - WA - Seattle - 401 Union St - Rainier Square (WA1510)

Pay and benefits information

Pay range

$114,200.00 - $152,600.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

**Job Description**

BAE is seeking a Program Financial Analyst II to join the Program Finance team for the Phoenix, AZ Protection Systems.

Responsibilities:

+ Serve as the financial business partner for several key programs

+ Assist the program manager and team with developing program baselines

+ Monitor performance

+ Investigate root causes of program performance variances

+ Assist program managers in development of corrective action plans to address

+ Mitigate program variances

+ Provide financial decision support to key stakeholders focused on minimizing risk and maximizing return of program profit by managing financial requirements and program execution

**Required Education, Experience, & Skills**

+ Bachelor's Degree in Finance, Accounting, or related field with 4 years of experience or equivalent education/experience

+ Ability to prioritize and self-manage a multi-tasked workload in a fast-paced environment

+ Strong analytical skills

+ Microsoft Office including Excel, Word, Access, PowerPoint experience

+ Effective verbal and written communication skills

+ Basic knowledge of defense contracting regulatory environment (DFARS and CAS)

+ An affinity for investigating and solving complex financial problems

+ Ability to make decisions with sound judgment while complying with policies and procedures

+ Problem solving and in depth research and analytical skills

+ Ability to work limited overtime (days, evenings, weekends) to meet business needs

+ Ability to work cooperatively across multiple Finance and non-Finance functions

**Preferred Education, Experience, & Skills**

+ Experience spanning both financial analysis and accounting

+ Experience in project forecasting and analysis within a large defense contractor or manufacturing environment a plus

+ DFARS Estimating System compliance knowledge a plus

+ Hyperion Planning and Excel Smart View add-in experience a plus

**Pay Information**

Full-Time Salary Range: $60076 - $102130

Please note: This range is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to: business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.

Employee Benefits: At BAE Systems, we support our employees in all aspects of their life, including their health and financial well-being. Regular employees scheduled to work 20 hours per week are offered: health, dental, and vision insurance; health savings accounts; a 401(k) savings plan; disability coverage; and life and accident insurance. We also have an employee assistance program, a legal plan, and other perks including discounts on things like home, auto, and pet insurance. Our leave programs include paid time off, paid holidays, as well as other types of leave, including paid parental, military, bereavement, and any applicable federal and state sick leave. Employees may participate in the company recognition program to receive monetary or non-monetary recognition awards. Other incentives may be available based on position level and/or job specifics.

**Program Financial Analyst II**

**114192BR**

EEO Career Site Equal Opportunity Employer. Minorities . females . veterans . individuals with disabilities . sexual orientation . gender identity . gender expression

**About this role:**

Wells Fargo is seeking a Senior Information Security Analyst. This role is an individual contributor position that's part of a team responsible for the assessment and adoption of Information Security Identity and Access Management (IAM) controls related to non-human service account management. As a Senior Information Security Analyst, you will be responsible for partnering with technology teams to properly identify, inventory, and enable automated credential management solutions utilizing approved credential management solutions (CyberArk/HashiCorp).

**In this role, you will:**

+ Partner with application development teams to ensure application design and configurations comply with standards for utilizing non-human accounts through the application's technology stack

+ Provide information security consultation to improve awareness and compliance with Enterprise Information Security policy, processes and standards

+ Perform remediation of security assessment review issues, complex ad hoc data, and reporting to support information security risk management

+ Provide guidance and direction in reviewing assessment findings and mitigating controls to optimize information security

+ Provide advanced data aggregation and data of information security risk exposure

+ Conduct security control testing and consultation with stakeholders

+ Evaluate and interpret internal and Enterprise Information Security policies, processes and standards, and provide recommendations to improve them

+ Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

+ Interact with internal customers

**Required Qualifications:**

+ 3+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 2+ year of IAM (Identity and Access Management) experience

+ 1+ year of Service Account administration, management, and provisioning experience across various IT platforms - Windows/Active Directory, DBs (SQL server/Unix), etc… using industry standard tools such as CyberArk or HashiCorp Vault

**Desired Qualifications:**

+ Risk and Compliance experience.

+ JIRA experience

+ The ability to understand and communicate requirements

+ The ability to handle and prioritize multiple initiatives

+ Strong written and verbal communication of complex issues

+ Critical thinking and ability to develop and execute action plans

+ Strong technical acumen.

**Job Expectations:**

+ This position is not eligible for Visa sponsorship.

+ Relocation assistance is not available for this position.

+ This position offers a hybrid work schedule.

**Pay Range**

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$84,000.00 - $149,400.00

**Benefits**

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

+ Health benefits

+ 401(k) Plan

+ Paid time off

+ Disability benefits

+ Life insurance, critical illness insurance, and accident insurance

+ Parental leave

+ Critical caregiving leave

+ Discounts and savings

+ Commuter benefits

+ Tuition reimbursement

+ Scholarships for dependent children

+ Adoption reimbursement

**Posting End Date:**

25 Jul 2025

***** **_Job posting may come down early due to volume of applicants._**

**We Value Equal Opportunity**

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-470008

**About this role:**

Wells Fargo is seeking a Lead Information Security Analyst. This role is an individual contributor position that's part of a team responsible for the assessment and adoption of Information Security Identity and Access Management (IAM) controls related to non-human service account management. As a Lead Information Security Analyst, you will be responsible for partnering with technology teams to properly identify, inventory, and enable automated credential management solutions utilizing approved credential management solutions (CyberArk) .

**In this role, you will:**

+ Partner with technology teams to safely store sensitive identity/credentials in approved vaulting solutions

+ Execute established processes for vaulting identities/credentials in vaulting applications

+ Provide oversight on manual credential management processes throughout the enterprise

+ Serve as a subject matter expert and guide technology teams to configure applications to systematically retrieve credentials from approved solutions

+ Develop requirements for compliance and operational metrics to measure the overall health of the non-human identity program

+ Maintain an advanced awareness of bank security policies and government regulations pertaining to information security

+ Formulate and implement information security solutions and controls

+ Make decisions and resolve issues regarding changes to information security policy, standards, and procedures as needed for systems, applications, and tool

+ Provide advanced information security consultation for all aspects of information security compliance policy, risk management, and remediation

+ Provide consulting on security risk assessment and research, and recommend remediation plans and strategies

+ Act as more experienced lead to the organization to develop security risk awareness and mitigating actions

+ Consult the organization on complex security issues and findings

+ Manage the most complex and critical information assets

+ Evaluate and interpret internal and companywide information security policies, processes, standards, and participate with more experienced leaders in decision making on information security

+ Serve as information security lead to advise on the development and delivery of Information Security Education and Awareness

+ Collaborate and consult with peers, colleagues, and mid-level to more experienced managers to resolve issues and achieve goals

+ Lead projects and teams

+ Serve as a mentor to less experienced staff

**Required Qualifications, US:**

+ 5+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 3+ years of IAM (Identity and Access Management) experience

+ 2+ years of process improvement experience

**Desired Qualifications:**

+ 3+ years of IAM (Identity and Access Management) experience with industry standard credential management solutions (CyberArk, HashiCorp Vault, etc)

+ 2+ years of information security architectural design and consulting experience

+ Experience communicating and presenting complex information to multiple levels of the organization

+ Strong time management skills and ability to meet deadlines

+ Ability to work effectively, as well as independently, in a team environment

+ Experience with synthesizing data from multiple sources and presenting it in appropriate formats

+ Knowledge and understanding of information security management, audit, compliance and risk.

+ Knowledge and understanding of financial services industry: compliance, risk management or audit operations

+ Knowledge Information Security Frameworks and standards (FFIEC, NIST, ISO) experience

+ Knowledge of Microsoft office stools such as PowerPoint, Excel, Outlook and Word

**Job Expectations:**

+ This position is not eligible for Visa sponsorship.

+ Relocation assistance is not available for this position.

+ This position offers a hybrid work schedule.

**Pay Range**

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$111,100.00 - $197,500.00

**Benefits**

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

+ Health benefits

+ 401(k) Plan

+ Paid time off

+ Disability benefits

+ Life insurance, critical illness insurance, and accident insurance

+ Parental leave

+ Critical caregiving leave

+ Discounts and savings

+ Commuter benefits

+ Tuition reimbursement

+ Scholarships for dependent children

+ Adoption reimbursement

**Posting End Date:**

25 Jul 2025

***** **_Job posting may come down early due to volume of applicants._**

**We Value Equal Opportunity**

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-469918

**Why USAA?**

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

**The Opportunity**

As a dedicated **Financial Analyst Senior,** you will be responsible for owning key financial performance metrics, leading processes and analysis related to management and Board level reporting, as well as developing financial scenarios. The ideal candidate will possess a strong analytical background, excellent communication skills, and a proven ability to work independently and effectively in a fast-paced environment.

We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in the following locations: San Antonio TX, Plano TX, Charlotte NC, Tampa FL, Chesapeake VA, Phoenix AZ or Colorado Springs CO.

Relocation assistance is **not** available for this position.

**What you'll do:**

+ Leads team or process in delivery of financial forecasts/plans for a business area or function; guides team members and oversees implementation of forecasting/planning process and model improvement initiatives and business solutions.

+ Prepares and guides team on complex financial reports and analysis or cost benefit analysis to support and provides insight for internal and external management decision-making.

+ Interprets complex financial information and makes recommendations to business leaders. Implements solutions to key financial and operational opportunities.

+ Contributes to achievement of business goals and objectives by delivering value-added business decision support to customers and business partners across the organization.

+ Leads product assignments, product pricing, product profitability and ad-hoc analysis.

+ Acts as a valued business partner by providing informed, proactive analysis and business insights to enable effective decision-making and efficient resource utilization.

+ Interacts with senior management and company leadership, guides team and promotes innovation and productivity to support USAA's mission and operating state.

+ Acquires and applies advanced knowledge of the business, its products and processes and serves as a resource to team members on escalated issues.

+ Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

**What you have:**

+ Bachelor's degree in Business, Accounting, Finance, Economics; OR a related field 4 additional years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

+ 6 years experience conducting complex financial/accounting analysis and providing actionable insights to various stakeholders OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation and, 4 years of financial / accounting analysis or related work experience.

+ Experience using financial/accounting technologies.

+ Experience communicating key financial/accounting concepts.

+ Finance/accounting experience in a financial services environment.

+ Experience using Microsoft Office Excel for significant financial data analysis.

+ Experience in the application and adherence to financial regulations and compliance.

+ Experience producing financial reports and providing recommendations based on data.

+ Working knowledge of GAAP.

**What sets you apart:**

+ Financial Planning & Analysis (FP&A) experience.

+ Experience with Oracle EPBCS.

+ Experience with management and board level reporting.

+ Proven experience leading enterprise processes or projects with minimal supervision.

+ Demonstrated ability to partner with and influence senior leadership.

+ Demonstration of advanced analytical and problem-solving skills.

+ US military experience through military service or a military spouse/domestic partner.

**Compensation range:** The salary range for this position is: $103,450- $197,730 **.**

**USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).**

**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

**Please do not type your first and last name in all caps.**

**_Find your purpose. Join our mission._**

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

Strategic Planning Analyst 1, 2, Senior

Location:

Scottsdale, AZ, US

Date: Jul 3, 2025

**Requisition ID** : 18998

**Join us in building a better future for Arizona!**

SRP is one of the largest public power and water utilities in the U.S. providing electricity to approximately one million customers in the greater metropolitan Phoenix area. Since its founding in 1903, SRP has fostered a culture of stewardship and customer service consistently ranking as an industry leader in customer service according to J.D. Power and named one of Arizona's best employers by Forbes. SRP continues to adapt to its changing business environment by seeking innovative ways to reimagine utility service and the provision of critical resources essential to the life and economy of Arizona.

**Why Work at SRP**

At SRP, we foster an inclusive work environment and believe everyone should have a fair chance to work, regardless of who they are. That’s why we value teams with diverse perspectives, experiences, and backgrounds to help SRP deliver on its mission of providing reliable, affordable and sustainable water and power.

SRP's success is rooted in our employees' happiness, health, and safety. That's why we offer a comprehensive benefits package to meet the needs of our employees and enhance their well-being. In addition to competitive pay and performance incentives, eligible employees can take advantage of the following benefits:

+ Pension Plan (at no cost to the employee)

+ 401(k) plan with employer matching

+ Available your first day: Medical, vision, dental, and life insurance

+ Over 200+ hours of PTO (includes vacation days, holidays, floating holidays, and sick leave)

+ Parental leave (up to 4 weeks) and adoption assistance

+ Wellness programs (including access to a recreation and fitness facility)

+ Short and long-term disability plans

+ Tuition assistance for both undergraduate and graduate programs

+ 10 Employee Resource Groups for career development, community service, and networking

**Summary**

The Strategic Planning Analyst (Telecom Planning & Performance) is responsible for assisting leadership in formulating strategic direction, goals, objectives, and performance indicators. Responsible for managing and updating the distribution strategy framework and building the supporting components and deliverables essential to successful strategy execution. Assists leaders in aligning work, processes, and objectives with the strategy. Also responsible for developing and coordinating strategic plans, roadmaps, and annual objectives, as well as market and operational intelligence.

**What You'll Do**

+ Understands, communicates, and assists in the work of shaping and refining strategies and associated goals, objectives, and planning deliverables.

+ Coordinates and enhances the components of the strategy framework to ensure successful strategy development and execution.

+ Translates strategic vision into actionable plans.

+ Leads the development and tracking of key market and operational performance indicators and provides resulting insight to both executive leadership and into the strategy process.

+ Develops communication materials to support the strategic direction.

+ Researches industry trends and develops strategic insights to brief executive leadership.

**What It Takes To Succeed**

+ Collaborate with senior managers to maintain and update project roadmaps throughout the year.

+ Develop and define annual objectives in alignment with strategic goals.

+ Deliver key planning documents, including fiscal year objectives, annual roadmaps, and year-end performance reports.

+ Administer and manage the road mapping tool to support ongoing planning and tracking.

+ Partner with leadership to align and refine objectives across departments.

+ Present project roadmaps, progress updates, and strategic objectives to stakeholders.

+ Analyze data to support decision-making and provide insights into project and performance trends.

**Experience**

• For a Level 1 (Associate), a minimum of no previous years of experience to two years related experience is required (if no degree, four-six years of relevant experience or equivalent combination of education and related experience totaling four-six years).

• For a Level 2 (Journey), a minimum of two years of experience to four years related experience is required (if no degree, six-eight years of relevant experience or equivalent combination of education and related experience totaling six-eight years).

• For a Level 3 (Senior), a minimum of five years of related experience is required (if no degree, nine years of relevant experience or equivalent combination of education and related experience totaling nine years).

**Education**

A bachelor’s degree related to the assignment from an accredited institution is preferred.

**Hybrid Workplace**

SRP currently offers a hybrid workplace, which allows employees whose jobs can be performed remotely, and who have sufficient technical capability, to telework up to three days per week. Although teleworking is available, all employees must live and work in Arizona.

**Drug/Alcohol Policy Statement**

To promote the safety and well-being of our employees, customers, and the communities we serve, SRP is committed to maintaining a drug/alcohol free work environment. Although marijuana may now be legal in Arizona, except as otherwise specified under Arizona law, SRP considers it to be an illegal drug for the purpose of our drug/alcohol policy because marijuana remains illegal at the federal level. Any candidate found to be impaired during the hiring process or who has the presence of an illegal drug or unauthorized substance in their system during the pre-employment drug/alcohol test may be disqualified from further consideration in the hiring process.

**Equal Opportunity Employer Statement**

Salt River Project (SRP) is committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, military status, or any other protected status under applicable federal, state or local law.

**Work Authorization**

All candidates must be legally authorized to work in the United States.

Currently, SRP does not sponsor H1B visas, OPT, or other employment-related visa's.

**Nearest Major Market:** Phoenix