16 Business Analysis jobs in Saint Paul

**Become a part of our caring community and help us put health first**
The Business Systems Product Owner (Professional 2) maximizes value of product created by the Agile team. Liaises with stakeholders and the development team ensuring the right product is being built, in the right order, within budget and by the deadline. Serves as the Agile team's primary contact for information, work prioritization, and decision-making. This individual modifies systems and processes to solve complex problems considering computer equipment limitations, operating time, and form of desired results. This individual validates benefits achieved from solution implementation.
Specific day-to-day work activities will include (but are not limited to):
+ Collaborates with Business Operations, IT, Resolution Team Application Vendor, Testing Team, etc. to resolve system defects and implement system enhancements
+ Documentation of System Requirements / User Stories to support Requested System Enhancements
+ Completes System Configuration assigned within delivery timeframe without defects
+ Processes System Access / User Provisioning Requests
+ Maintains System Runbook - Create/manage the "Runbook" for Medicare, Medicare Supplement, Medicaid, Commercial, and Specialty system enhancements
+ Follows Agile Methodology for prioritization and completion of assignments
In addition to being a great place to work, Humana also offers industry leading benefits for all employees, starting your FIRST day of employment. Benefits include:
+ Medical Benefits
+ Dental Benefits
+ Vision Benefits
+ Health Savings Accounts
+ Flex Spending Accounts
+ Life Insurance
+ 401(k)
+ PTO including 9 paid holidays, one personal holiday, one day of volunteer time off, 23 days of annual PTO, parental leave, caregiving leave, and weekly well-being time
+ And more
**Use your skills to make an impact**
**Required Qualifications**
+ Bachelor's degree
+ 2+ years' experience writing system requirements or 2+ years' experience developing processes
+ Experience working in an Agile environment, using Agile Development Methodologies
+ Experience with Microsoft office suite including Word, Excel and PowerPoint
+ Experience in problem analysis and process
+ Problem solving and consultation within complex environments
+ Excellent verbal and written communication skills
**Preferred Qualifications**
+ Experience in system configuration
+ Knowledge of Systems Development Life Cycle
+ Working knowledge of Azure Dev Ops, JIRA and Qtest
+ Experience with process documentation
+ Product Owner Training / Certification
**Additional Information**
**_You must be authorized to work in the US without Humana sponsorship as Humana does not provider work visa sponsorship for this role._**
**Schedule:**
+ Standard Monday through Friday 8 am - 5 pm Eastern Time Zone
+ Must be available to work a minimum of 40 hours per week
+ Must be available to cover an overnight or weekend 10-12 hour shift up to 12 times annually ( _support system release schedule)_
Work at Home/Remote Requirements
**Work-At-Home Requirements**
+ To ensure Home or Hybrid Home/Office associates' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office associates must meet the following criteria:
+ At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended to support Humana applications, per associate.
+ Wireless, Wired Cable or DSL connection is suggested.
+ Satellite, cellular and microwave connection can be used only if they provide an optimal connection for associates. The use of these methods must be approved by leadership. (See Wireless, Wired Cable or DSL Connection in Exceptions, Section 7.0 in this policy.)
+ Humana will not pay for or reimburse Home or Hybrid Home/Office associates for any portion of the cost of their self-provided internet service, with the exception of associates who live or work from Home in the state of California, Illinois, Montana, or South Dakota. Associates who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense.
+ Humana will provide Home or Hybrid Home/Office associates with telephone equipment appropriate to meet the business requirements for their position/job.
+ Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information
**Our Hiring Process**
As part of our hiring process, we will be using an exciting interviewing technology provided by HireVue, a third-party vendor. This technology provides our team of recruiters and hiring managers an enhanced method for decision-making.
If you are selected to move forward from your application prescreen, you will receive correspondence inviting you to participate in a pre-recorded Voice, Text Messaging, and/or Video Interview. If participating in a pre-recorded interview, you will respond to a set of interview questions via your phone or computer. You should anticipate this interview to take approximately 10-15 minutes. Your recorded interview(s) via text and/or pre-recorded voice will be reviewed and you will subsequently be informed if you will be moving forward to next round of interviews.
If you have additional questions regarding this role posting and are an Internal Candidate, please send them to the Ask A Recruiter persona by visiting go/Buzz and searching Ask A Recruiter! Please be sure to provide the requisition number so we may be able to research your request quicker.
#LI-LM1
Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
**Scheduled Weekly Hours**
40
**Pay Range**
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$60,800 - $82,900 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
**Description of Benefits**
Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
Application Deadline: 07-16-2025
**About us**
Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.
?
**Equal Opportunity Employer**
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our

**_What Business Analysis contributes to Cardinal Health_**
Information Technology oversees the effective development, delivery, and operation of computing and information services. This function anticipates, plans, and delivers Information Technology solutions and strategies that enable operations and drive business value.
Business Analysis serves as a liaison between the organization's businesses and IT systems development teams to align business strategies and capability needs and to ensure IT systems enable their desired value. This job family identifies and analyzes business needs, defines requirements and objectives, and makes recommendations for solutions using new and existing technologies. This job family researches and documents relationships between the components of the application system (i.e., end users, business processes, data, applications, and devices) and translates business requirements into application requirements.
**_Job Summary_**
The Senior Consultant, Business Analysis partners with business leaders and project teams to identify business needs and deliver Information Technology solutions. The Senior Consultant defines project scopes in order to efficiently deliver on the identified business cases and ensures that solution development, implementation and change management activities achieve desired business goals. Through business process improvements and activation of new capabilities, this job enables business units to achieve their operational and commercial objectives. Given the high degree of experience and knowledge required for the role, the Senior Consultant may lead discussions with senior leaders and serve as a solution owner on a project team.
**_Responsibilities_**
+ Analyzes new capabilities and changing business needs to inform the delivery of Information Technology solutions. Investigates business operations, identifies causes behind the results achieved, and articulates the effects of those results on the business.
+ Partners with functional experts to ensure scope is clearly defined for projects and implementation initiatives. Continually evaluates projects' achievement of associated business cases and prevents unnecessary investment.
+ Leads elicitation sessions with impacted stakeholders to develop and articulate process flows, requirements and rules, and prepare appropriate documentation.
+ Collaborates with subject matter experts to execute user acceptance testing and change management activities and to understand the results of these activities.
+ Provides timely and effective communication, including appropriate status updates, to all impacted stakeholders and project partners, conveying technical concepts and project progress simply and concisely.
+ Summarizes and presents project results to business leaders in partnership with project stakeholders and Director. May independently lead discussions with senior leaders, serving as a subject matter expert on business process improvements and relevant solutions.
+ Manages relationships with vendors as necessary for project execution and works with external parties to achieve system integration.
+ Provides guidance to less experience Business Analysis professionals based on past experiences and expert knowledge of solutions and Cardinal Health's IT systems.
**_Qualifications_**
+ 8-12 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ Experience with call center technology (Genesys Cloud CX Preferred)
+ Hands-on experience working with Jira day-to-day
+ Proficiency in updating new Visio / Lucid Charts
+ Familiarity with scheduling and coordination of multiple inflight development efforts
+ Experience updating and reviewing Call Flow Documentation
+ History of working with a remote team, including onshore and offshore resources
+ Proven track record in communicating with external and internal business partners to obtain detailed requirements, documentation of requirements, and obtaining formal approval
+ Competency in coordinating test execution activities
+ Previous Project Management related experience a plus
**_What is expected of you and others at this level_**
+ Applies advanced knowledge and understanding of concepts, principles, and technical capabilities to manage a wide variety of projects
+ Participates in the development of policies and procedures to achieve specific goals
+ Recommends new practices, processes, metrics, or models
+ Works on or may lead complex projects of large scope
+ Projects may have significant and long-term impact
+ Provides solutions which may set precedent
+ Independently determines method for completion of new projects
+ Receives guidance on overall project objectives
+ Acts as a mentor to less experienced colleagues
**Anticipated salary range:** $103,500 - $147,900
**Bonus eligible:** Yes
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 09/01/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
#LI-Remote
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
The Lead Director, Strategic Planning & Execution facilitates the development of regional and business unit strategic plans within the PBM Health Plan group. This individual will install best of class policies, procedures, and plans for the segment including owning and project managing designated initiatives that are key to the business segment. The Lead Director, Strategic Planning & Execution will act independently to address issues, guide direction, and provide analysis for planning initiatives.
**What you will do:**
+ Works to achieve operational, functional, and business targets with measurable impact on progress against goals for the segment and strategic initiatives.
+ Contributes to the development of complex strategies that encompass the organization's goals and position by utilizing project management tools, data analyses, and stakeholder feedback.
+ Drives research associated with business issues and plan formation.
+ Applies advanced knowledge of strategic methods to support business direction and advance strategic initiatives.
+ Formulates communication presentations and materials for strategic initiatives.
+ Audits processes and procedures for consistency, efficiency, and cost effectiveness.
+ Guides junior colleagues through consultation and mentoring in techniques and processes and provides functional (matrix) supervision.
**Minimum Requirements:**
+ 10+ years of related work experience
+ Formal Project Management experience
+ Adept at program/initiative ownership
+ Adept at execution and delivery (planning, delivering, and supporting) skills
+ Adept at business intelligence
+ Adept at collaboration and teamwork
+ Mastery of problem solving and decision making skills
+ Mastery of growth mindset (agility and developing yourself and others) skills
**Preferred Requirements:**
+ Healthcare industry experience with a strategy focus in pharmacy benefit management
+ MBA or master's degree
**Education:**
Bachelor's degree
**Travel:**
Must be comfortable with 10-20% of travel
**Pay Range**
The typical pay range for this role is:
$100,000.00 - $231,540.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company's equity award program.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 07/25/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

**Description**
Cherry Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services.
The Director will oversee the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders and Nonprofits (collectively Community Development Organizations). The Director will work with the Community Development Organizations to help them build internal and external capacity, clarify their Mission, Vision and Values (MVV), formalize their strategic plans and execute their strategic plans so that they holistically work towards upholding and achieving their MVV as they expand and add new services. The Director will lead a team of Application Writers and Community Development Specialists, manage the process of writing NMTC Applications, manage the grant writing and applications process for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to achieve measurable results for the team, the clients and the communities our clients serve.
The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities.
About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.
About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. Since inception, it has directly deployed $96 million of NMTC investments in 36 transactions that have leveraged an additional 1.3 Billion of indirect capital, and created 8,194 direct jobs, while expanding the service area's health and wellness services to 707,714 Low Income Persons. TIF is governed by a seven-member governing board, including representation from Cherry Bekaert and the Greenville Local Development Corporation, with input from an advisory board of 9 LIC experts.
Essential Job Duties and Responsibilities:
Application Writing
+ Managing of Application and Grant writing team
+ Cultivate a healthy team culture
+ Coordinate and assist with balancing NMTC application writing team's individual and team workflow
+ Optimize NMTC Allocation Application process for clients and team members
+ Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities
+ Writing and reviewing compelling business strategies, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes
+ Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.)
+ Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings
+ Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment
+ Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings
+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner
Community Development Consulting
+ Establishing relationships with CDFIs, CDEs, and various community development stakeholders
+ Collaborating with the team to identify opportunities with existing or aspiring CDFIs to allow them to execute their vision
+ Assisting clients with formalizing their organizational framework through an Organization Assessment including: review of the organization's service area, products/services, track record, pipeline, community impact data, management capacity and finances
+ Assisting with underwriting and structuring NMTC transactions
+ Supporting and preparing for submission of relevant Certifications
+ Preparing sub-CDE Certifications in connection with NMTC allocation agreements.
+ Working with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance
+ Helping identify an organization's short and long-term goals and objectives in order to develop a sustainable financial plan
+ Helping secure private investment commitments and a strategy for long-term financial viability
+ Actively managing a pipeline of community development finance investing, lending, and growth initiatives
+ Collaborating with GPS and GovCon teams to identify and develop grant writing opportunities that align with compliance needs and enhance cross-industry initiatives
+ Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create comprehensive offerings that holistically serve our clients' needs
+ Coordinating with The Innovate Fund (TIF) Chief Operating Officer and Cherry Bekaert staff on strategic planning initiatives
+ Other job-related functions as assigned
+ Travel: 20%
What you bring to the role:
+ Bachelor's in Finance, Accounting, Economics or related field
+ CPA license, MBA, JD, LLM, Master's Degree (other field related certifications may be considered)
+ Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance or related field
+ Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
+ Experience in working with borrowers, lenders, investors and Community Development Organizations
+ Strong research and analytical skills; ability to solve complex issues.
+ Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund's AMIS reporting strongly preferred
+ Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships.
+ Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills
+ Entrepreneurial and highly motivated to make internal and external connections
+ Proficiency in Excel
+ Strong sense of urgency and shared sense of mission
What we offer you:
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust,?and mutual respect.
+ A well-run firm that offers stability and opportunity to develop as a leader.
+ The opportunity to innovate and do work that motivates and engages you.
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development.
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
+ Flexibility to do impactful work and the time to enjoy your life outside of work.
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
+ Supportive partnership group with a "one firm" mentality and a commitment to colleagues' success
+ Big firm resources and bench strength; small firm flexibility and openness to new ideas
+ Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented staff
+ Defined metrics and targets that eliminate ambiguity
+ Shared values, including uncompromising integrity, a passion for excellence, and mutual respect
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
146,395- 328,800
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States?Cherry Bekaert will not provide?work?sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at? and follow us on LinkedIn,?Glassdoor,?Instagram, Twitter?and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

The Regional Director of Strategic Advice & Planning is responsible for leading the Midwest Region's Strategic Advice & Planning team. In this role, the successful candidate will be responsible for driving planning growth, thought leadership and coaching for the Midwest Region of U.S. Bank Private Wealth Management (PWM).

The candidate builds strong internal partnerships with PWM Market Leaders and other Regional Planning Directors to grow planning activity. Improves and scales planning experience through coordinated delivery and processes. Fosters planner development through best practice sharing and learning opportunities. Manages centralized planning consultants' team in providing direct support to advisors and clients.

The position possesses deep and broad planning knowledge; understands the intricacies of Estate, Tax and Financial Planning; utilizes an entrepreneurial approach to managing the business; collaborative approach to partnering with PWM leaders and professionals; and always seeks creative solutions to problems and issues that arise.

Basic Qualifications:

• Intricate knowledge of tax, estate and financial planning acquired through 10+ years of experience working in the planning line of business

• A minimum of 5-year experience managing WM teams

• Proven knowledge of all facets of wealth management, including financial planning, investments, estate, and tax.

Preferred Skills/Experience

• Strong leadership skills and planning expertise

• Strong knowledge of planning procedures, operational workflows, and systems

• Effective communication skills together with the ability to collaborate to solve complex issues

• Professional designations are strongly desired and may include, but are not limited to: JD, CPA, CTFA, and/or CFP.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $170,255.00 - $200,300.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The Regional Director of Strategic Advice & Planning is responsible for leading the Midwest Region's Strategic Advice & Planning team. In this role, the successful candidate will be responsible for driving planning growth, thought leadership and coaching for the Midwest Region of U.S. Bank Private Wealth Management (PWM).
The candidate builds strong internal partnerships with PWM Market Leaders and other Regional Planning Directors to grow planning activity. Improves and scales planning experience through coordinated delivery and processes. Fosters planner development through best practice sharing and learning opportunities. Manages centralized planning consultants' team in providing direct support to advisors and clients.
The position possesses deep and broad planning knowledge; understands the intricacies of Estate, Tax and Financial Planning; utilizes an entrepreneurial approach to managing the business; collaborative approach to partnering with PWM leaders and professionals; and always seeks creative solutions to problems and issues that arise.
**Basic Qualifications:**
+ Intricate knowledge of tax, estate and financial planning acquired through 10+ years of experience working in the planning line of business
+ A minimum of 5-year experience managing WM teams
+ Proven knowledge of all facets of wealth management, including financial planning, investments, estate, and tax.
**Preferred Skills/Experience**
+ Strong leadership skills and planning expertise
+ Strong knowledge of planning procedures, operational workflows, and systems
+ Effective communication skills together with the ability to collaborate to solve complex issues
+ Professional designations are strongly desired and may include, but are not limited to: JD, CPA, CTFA, and/or CFP.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $170,255.00 - $200,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

Description & Requirements

RENEWAL BY ANDERSEN SUMMARY:

Renewal by Andersen is a pioneer in the window and door industry, and innovation is a huge part of who we are. Renewal by Andersen Signature Service combines the perfect combination of the best people in the industry, a superior process, and an exclusive product. As such, we take great care in building a team of skilled, passionate Difference Makers, caring for our team members' personal and professional growth, and celebrating our differences. We are committed to an inclusive workplace where all people feel respected, valued, and driven to realize their full potential. We always have opportunities for our team members to give back to the causes they're most passionate about, and as an Energy Star Partner of the Year for many years, Renewal by Andersen is committed to environmental health and sustainability. If you want to be a Difference Maker, Renewal by Andersen is the place for you.

The Business Process Improvement Manager serves as a strategic enabler and operational integrator for the Retail Leadership Team, acting as a central force in driving alignment, efficiency, and execution across the retail network. This role is responsible for capturing, codifying, and scaling best-in-class retail practices; orchestrating Retail Advisory Council meetings and initiatives; and supporting the broader Retail Senior Leadership Team to be as effective and organized as possible.

With a focus on enabling high-impact decision-making and execution, this role supports key dissemination of retail communications related to affiliate sales, digital and data, facilitates cross-functional collaboration, and champions organizational best practices that unlock sales and revenue growth. The position plays a pivotal role in ensuring the voice of the field is reflected in strategic planning while also translating enterprise priorities into actionable, measurable outcomes across the retail network. This role uniquely supports the SVP leader in driving key priorities and tactics.

Position Responsibilities:

• Lead the identification, documentation and scaling of retail best practices across the network to drive consistency, operational excellence, and revenue growth
• Serve as a strategic partner to the Retail Leadership Team, supporting planning, execution, and follow-through on key initiatives, including Retail Advisory Council meetings, task management and cross-functional alignment.
• Drive continuous improvement (CI) initiatives by analyzing current-state processes, identifying opportunities, and implementing sustainable, measurable solutions that enhance efficiency and effectiveness.
• Develop and deliver clear, compelling communications that support retail operations, promote adoption of best practices, and ensure alignment across the field and corporate teams
• Facilitate and support strategic projects and planning efforts, providing structured analysis, risk identification, and progress reporting to senior stakeholders.
• Coach and enable teams in the use of CI tools and methodologies, and contribute to the creation of job aids, training materials, and process documentation.
• Collaborate with external partners and vendors to ensure alignment with internal process standards and performance expectations.

MINIMUM QUALIFICATION, SKILL AND/OR COMPETENCY REQUIREMENTS

• Bachelor's degree in business administration, Organizational Leadership, Operations Management, or a related field - or equivalent combination of education and experience.
• 5+ years of experience in retail operations, business process improvement, or strategic program management, preferably within the home improvement or consumer services sector.
• Demonstrated experience supporting senior leadership teams and/or executive councils, with a strong ability to manage cross-functional initiatives and drive alignment.
• Proven ability to document, scale, and communicate best practices across a distributed retail network.
• Strong facilitation and communication skills, with experience leading meetings, synthesizing complex information, and influencing stakeholders at all levels.
• Proficiency in change management principles and continuous improvement methodologies (e.g., Lean, Six Sigma, Agile); certification preferred.
• Exceptional organizational and time management skills, with the ability to manage multiple priorities and deliver results in a fast-paced environment.
• High emotional intelligence and collaborative mindset, with a strong aptitude for building trust and driving engagement across diverse teams.

Pay is based on several factors including but not limited to work experience, education, geographic location, certifications, etc. Your recruiter can share more about the specific compensations package for your preferred role during the hiring process. Successful candidates in this role are expected to earn $90k - $30K.

CULTURE AND BENEFITS:

Who we are is not just what we do but why we do it. Ultimately, we do what we do to make a difference. Renewal by Andersen is united by a goal to make a difference in the lives of our homeowners, our colleagues, our families and our communities. Our team members have a passion for what we do and are empowered to exceed expectations and deliver delight not just at work, but in our communities. Our teams across North America invest in all those they interact with because Renewal Cares . It's who we are; we are one network of Difference Makers .

Benefits include, and are not limited to:
•401 (k) Plan, Employer Fixed Contributions & Company Matching

•Profit Sharing

•Medical, dental, prescription, vision coverage

•Tax-advantaged accounts for healthcare expenses

•Life Insurance

•Paid Time Off, Paid Holidays

•Paid Maternity Leave & Paid Parental Leave

•Dependent Care Flexible Spending Account

•Career Growth Planning & Nationwide Career Opportunities

PROFIT SHARING: In 2025 Andersen has set a profit sharing target of $3,500 per eligibl employee, prorated as appropriate. Profit sharing will be paid out in quarterly installments to provide eligible employees with payments throughout the year, with payment amounts tied to quarterly operating profit performance.

VISA SPONSORSHIP: At this time, we are not sponsoring candidates for work authorization in this position. Should you independently secure work authorization, please consider applying to this position.

EQUAL OPPORTUNITY EMPLOYER: Andersen Corporation is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, disability, marital status, national origin, citizenship, genetic information, protected veteran status, or any other characteristics protected by law. Andersen Corporation will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of all applicable federal, state and local laws.

If you need a reasonable accommodation to complete a job application, participate in a job interview, or engage in any part of the hiring process, please contact

We look forward to seeing how your unique skills, background and experience will inspire our team and help us continue to be the leader we are today.

Posting City:

Cottage Grove, MN

As the **API Process Improvement Analyst II,** you will spearhead communications with data exchange vendors to improve processes while being accountable to accurately address outstanding issues that require resolution and actionable insights and optimization. In addition, you will facilitate mapping of existing structure to Guardian Standards to ensure a seamless data exchange across systems to meet vendor needs when connections are not compatible with various platforms. Your role also entails identifying and triaging issues and supporting the resolution of all errors related to transferring, loading, and management of integrated data. Mentoring junior team members by sharing expertise and providing guidance is essential. You will also participate in projects with data exchange impacts including vendor changes, customer migrations, and customer add-on requests while setting up and configuring EDI/API connections for different types of data in complex situations.
**You are**
A self-starter who is fueled by collaboration, able to transform conceptual thinking into executable insights who thrives in partnering across the company with software developers and data engineers, and with external benefit administration companies.
**You have**
+ Experience working with API connections (HTTP, REST, Web API, etc.)
+ Experience with API Gateway Apigee, setup API proxies, products, policies, Security and Monitoring a plus
+ Strong computer skills: MS Excel, Postman
+ Working with Benefit Administration platforms is a plus: Plansource, ADP, Hello Flock, Rippling, Paylocity, Employee Navigator
+ Strong ability to manipulate data files to create output in various formats: 834, JSON, CSV
+ Exhibited flexibility in handling multiple tasks, responding rapidly to changing priorities and working within tight deadlines.
+ Excellent communication skills, both oral and written
+ Demonstrated analytical skills
+ Ability to function in a team environment and build strong working relationships
+ Experience working in insurance industry preferred
+ 3+ years of experience with development of data feeds or data exchanges
+ College degree preferred or equivalent professional experience.'
**You will**
+ Assist customers and third-party administrators with the implementation, testing, and support of inbound and outbound API connections.
+ Coordinate and develop implementation strategy with third-party administrators for different API connection types (Plan Level, EOI, Member Eligibility, etc.)
+ Coordinate validation of requirements with third-party administrators
+ Create, write, and review test plans and scripts for User Acceptance Testing with third-party administrators
+ Support third-party administrators, external customers, and internal processing areas by trouble shooting data and processing issues.
+ Act as a liaison between the business community and IT.
+ Supply third-party administrators and/or plan holders plan and data specific requirements based upon Guardian's internal systems and standards.
+ Work with third-party administrators to understand their abilities to pass us data and provide solutions to situations/formats outside of Guardian's standards.
+ Respond to internal and external inquiries regarding connection(s)
+ Service customers to meet their needs. Involves receiving and returning calls in a timely manner and responding promptly to e-mails from both internal and external customers.
+ Handle complex calls requiring research and explanations
+ Attend relevant training, job sharing, mentoring and establishing personal networks.
+ Maintain procedural guidelines.
+ Report system related problems.
+ Actively participate in team meetings.
+ Assist other team members when necessary to meet established deadlines and customer expectations.
Location
+ This is a remote position with preference given to candidates within a commutable distance of a Guardian office.
**Salary Range:**
$57,810.00 - $86,715.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .