140 Banking Specialist jobs in Palo Alto
Wealth Management Banking Specialist
Job Viewed
Job Description
Wealth Management Banking Specialist page is loaded Wealth Management Banking Specialist Apply locations Palo Alto time type Full time posted on Posted 2 Days Ago job requisition id 25019239 Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists. Responsibilities: Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs Skills: Account Management Client Solutions Advisory Customer and Client Focus Influence Relationship Building Advisory Client Experience Branding Executive Presence Networking Sales Performance Management Attention to Detail Pipeline Management Presentation Skills Prioritization Referral Identification 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 - Palo Alto - 3075A Hansen Way (CA5820), US - CA - San Mateo - 101 S ELLSWORTH AVE (CA5818)Pay and benefits informationPay range$70,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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. About Us Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Regardless of the position you are interested in, the starting points to building your resume are the same: 1.Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2.Think about why you can do the job and make a list of your skills that are relative to the job. 3.Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4.Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume •Do be brief. Resumes should be 1-2 pages in length. •Do be upbeat and active in your wording. •Do emphasize what you have done clearly and concretely. •Do be neat and well organized. •Do have others proofread and critique your resume. Spell check. Make it error free. •Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. •Don't be dishonest, always tell the truth about yourself in the most flattering light. •Don't include salary history or requirements. •Don't include references. •Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) •Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1.Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2.Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3.Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4.Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5.Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6.Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7.Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. #J-18808-Ljbffr
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Wealth Management Banking Specialist
Posted today
Job Viewed
Job Description
Wealth Management Banking Specialist page is loaded Wealth Management Banking Specialist Apply locations Palo Alto time type Full time posted on Posted 2 Days Ago job requisition id 25019239 Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists. Responsibilities: Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs Skills: Account Management Client Solutions Advisory Customer and Client Focus Influence Relationship Building Advisory Client Experience Branding Executive Presence Networking Sales Performance Management Attention to Detail Pipeline Management Presentation Skills Prioritization Referral Identification 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 - Palo Alto - 3075A Hansen Way (CA5820), US - CA - San Mateo - 101 S ELLSWORTH AVE (CA5818)Pay and benefits informationPay range$70,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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. About Us Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Regardless of the position you are interested in, the starting points to building your resume are the same: 1.Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2.Think about why you can do the job and make a list of your skills that are relative to the job. 3.Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4.Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume •Do be brief. Resumes should be 1-2 pages in length. •Do be upbeat and active in your wording. •Do emphasize what you have done clearly and concretely. •Do be neat and well organized. •Do have others proofread and critique your resume. Spell check. Make it error free. •Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. •Don't be dishonest, always tell the truth about yourself in the most flattering light. •Don't include salary history or requirements. •Don't include references. •Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) •Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1.Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2.Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3.Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4.Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5.Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6.Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7.Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. #J-18808-Ljbffr
Financial Operations Specialist
Posted 3 days ago
Job Viewed
Job Description
Financial Operations Specialist
Location:- San Jose, CA
Duration:- 6 Months
Pay rate:- $35 - $50/hr W2.
Responsibilities of Financial Operations Specialist
- Provide direct accounting and operation support such as expense tracking, accounting system administration, invoice processing, vendor registration, vendor management, month-end processing, reconciliation, contract execution, and budget management.
- Provide financial operations support in tracking annual capital & expense spending including annual budgeting.
- Provide financial analysis support in reviewing business operations and spending data with a solid understanding of income statement analysis.
- Create and maintain key financial templates including reports for ad-hoc assignments for team support.
- Provide support in business operations and projects financial review including financial statement and comparison analysis.
- Participate in the development of programs, systems, and projects to increase the efficiency of processes and operations.
- Provide internal process support in submissions related to invoice payments, creation of budget requests, purchase requests & purchase orders, PUMIs, and all other financial functions
- Manage projects and programs as assigned.
- Communicate and work across teams for collaboration with Finance & Operations groups i.e. Purchasing, Accounting, Legal, Tax, Engineering, and HR.
- Bachelor's degree.
- At least two years relevant experience or at least five years professional experience.
- Familiarity with financial operations, facilities, and office services functions, with direct experience in a facilities department preferred Preferred Qualifications.
- Proficient with computer software programs including Microsoft Excel, PowerPoint, Word, and Outlook.
- Need to be a strong Excel user, (Vlookup, Pivots).
- Previous exp with SAP, Oracle Database preferred, looking for one with advanced data analysis and Tableau experience.
- Looking for strong verbal and written communication skills with a finance/accounting background.
Patient Financial Services Denial Specialist
Posted today
Job Viewed
Job Description
+ San Leandro, CA
+ Finance
+ Patient Financial Svcs - Pro
+ Services As Needed / Per Diem - Day
+ $35.26 / Hour
+ Req #:41693-30873
+ FTE:0.01
+ Posted:May 15, 2025
**Summary**
**SUMMARY:** The PFS Denial Specialist is responsible for validating dispute reasons following Explanation of Benefits (EOB) / Remittance Advice review, escalating payment variance trends and/or issues to management, and generating appeals for denied and/or underpaid claims.
**DUTIES & ESSENTIAL JOB FUNCTIONS:** NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Not all duties listed are necessarily performed by each individual in the classification.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Validate denial reasons and ensures coding in the EHR is accurate and reflects the denial reasons. Coordinate with Revenue Integrity, HIM, and the ancillary departments where necessary.
2. Generate an appeal based on the dispute reason and contract terms specific to the payer. This includes online provider disputes and reconsiderations.
3. Follow specific payer guidelines for appeals submissions, paying close attention to the timelines for appeals.
4. Escalate exhausted appeal efforts for resolution.
5. Work payer projects as directed.
6. Research contract terms/interpretation and compile necessary supporting documentation for appeals, Terms & Conditions for adjudication issues, and referrals to the lead or Supervisor for refund of overpayments.
7. Perform research and makes determination of corrective actions and takes appropriate steps and route account appropriately.
8. Escalate denial or payment variance trends to the management team for payer escalation.
9. Other duties as assigned.
_Any combination of education and experience that would likely provide the required knowledge, skills and abilities as well as possession of any required licenses or certifications is qualifying._
**MINIMUM QUALIFICATIONS:**
Required Education: High school diploma or equivalent, some college coursework preferred.
Minimum Experience: 3 - 5 years of experience in a hospital business environment performing billing and/or collections. OR two years of experience in a Revenue Cycle area within the Alameda Health System
Alameda Health System is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, national origin, age, gender, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran status, or military background.
Patient Financial Services Denial Specialist
Posted today
Job Viewed
Job Description
+ San Leandro, CA
+ Finance
+ Patient Financial Svcs - Pro
+ Services As Needed / Per Diem - Day
+ $35.26 / Hour
+ Req #:41687-30868
+ FTE:0.01
+ Posted:May 15, 2025
**Summary**
**SUMMARY:** The PFS Denial Specialist is responsible for validating dispute reasons following Explanation of Benefits (EOB) / Remittance Advice review, escalating payment variance trends and/or issues to management, and generating appeals for denied and/or underpaid claims.
**DUTIES & ESSENTIAL JOB FUNCTIONS:** NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Not all duties listed are necessarily performed by each individual in the classification.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Validate denial reasons and ensures coding in the EHR is accurate and reflects the denial reasons. Coordinate with Revenue Integrity, HIM, and the ancillary departments where necessary.
2. Generate an appeal based on the dispute reason and contract terms specific to the payer. This includes online provider disputes and reconsiderations.
3. Follow specific payer guidelines for appeals submissions, paying close attention to the timelines for appeals.
4. Escalate exhausted appeal efforts for resolution.
5. Work payer projects as directed.
6. Research contract terms/interpretation and compile necessary supporting documentation for appeals, Terms & Conditions for adjudication issues, and referrals to the lead or Supervisor for refund of overpayments.
7. Perform research and makes determination of corrective actions and takes appropriate steps and route account appropriately.
8. Escalate denial or payment variance trends to the management team for payer escalation.
9. Other duties as assigned.
_Any combination of education and experience that would likely provide the required knowledge, skills and abilities as well as possession of any required licenses or certifications is qualifying._
**MINIMUM QUALIFICATIONS:**
Required Education: High school diploma or equivalent, some college coursework preferred.
Minimum Experience: 3 - 5 years of experience in a hospital business environment performing billing and/or collections. OR two years of experience in a Revenue Cycle area within the Alameda Health System
Alameda Health System is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, national origin, age, gender, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran status, or military background.
Accounts Payable & Financial Operations Specialist
Posted 3 days ago
Job Viewed
Job Description
Accounts Payable & Financial Operations Specialist (271051) Accounts Payable & Financial Operations Specialist (271051) 1 day ago Be among the first 25 applicants Eastridge Workforce Solutions provided pay range This range is provided by Eastridge Workforce Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $40.00/hr - $0.00/hr Position: Accounts Payable & Financial Operations Specialist Location: San Jose, CA Job Type: Temporary Pay Range: 40 – $5 /hour Schedule: Full-time, on-site Industry: Electronic Component Manufacturing Eastridge is seeking an experienced Accounts Payable & Financial Operations Specialist to support a leading company in the electronic component manufacturing industry. This temporary opportunity is ideal for an organized and detail-oriented professional with a background in finance, accounting, and vendor relations. If you have strong analytical skills, thrive in cross-functional environments, and are proficient in tools like SAP and Concur, we encourage you to apply. Key Responsibilities Process vendor invoices and ensure accuracy, completeness, and policy compliance. Serve as a point of contact for external vendors, providing training on invoice submission procedures. Review and manage employee expense reports and credit card transactions (via Concur and Bank of America Works). Track outstanding expenses and follow up with employees to ensure timely resolution. Manage vendor onboarding and updates, maintaining compliance with internal controls and global standards. Partner with internal stakeholders on vendor management, invoice workflow, and credit card programs. Prepare ERP entries related to reimbursement and consolidate documentation for VAT submissions. Support quarterly and annual audits with accurate financial documentation. Maintain strong internal controls and document all processes in alignment with corporate financial standards. Qualifications Bachelor’s degree in Accounting, Finance, or related discipline 2+ years of relevant experience in accounting or finance Experience with SAP and Concur preferred Korean language skills a plus Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP) Detail-oriented with strong problem-solving and organizational abilities Excellent interpersonal, communication, and customer service skills Ability to work both independently and collaboratively across departments Why Join Us This role offers a dynamic opportunity to gain hands-on experience with a top industry leader while contributing to high-impact financial operations. You’ll work with a collaborative team in a fast-paced, supportive environment that values accuracy, integrity, and innovation. Benefits : Use this link bit.ly/4cGUQSh to learn more about benefits available to Eastridge’s temporary employees.From time to time Eastridge’s clients may offer additional benefits to Eastridge employees while on assignment.Information about those benefits will be communicated when applicable. Eastridge Workforce Solutions is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We celebrate diversity and are committed to creating an inclusive environment for all employees. Please note that Eastridge is unable to provide visa sponsorship to applicants. Certain clients require Eastridge to perform background checks and Eastridge will consider qualified applicants with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. #IPROPLUS Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Accounting/Auditing and Finance Industries Staffing and Recruiting Referrals increase your chances of interviewing at Eastridge Workforce Solutions by 2x Get notified about new Accounts Payable Specialist jobs in San Jose, CA . Mountain View, CA $110,000 00- 130,000.00 23 hours ago Automotive Accounts Payable/Deposits Clerk Mountain View, CA 18.00- 21.00 1 hour ago Palo Alto, CA 95,000.00- 115,000.00 2 weeks ago Palo Alto, CA 85,000.00- 135,000.00 2 weeks ago San Jose, CA 78,045.00- 94,659.00 1 month ago San Francisco Bay Area 70,000.00- 100,000.00 3 weeks ago Accounts Payable Specialist - Pleasanton, CA Accounts Payable & Accounts Receivable Specialist Pleasanton, CA 52,000.00- 58,240.00 2 months ago Milpitas, CA 95,000.00- 119,000.00 6 days ago San Jose, CA 145,000.00- 170,000.00 6 days ago Fremont, CA 69,500.00- 82,500.00 6 days ago Palo Alto, CA 100,000.00- 125,000.00 1 month ago Mountain View, CA 120,000.00- 151,000.00 1 day ago Accounting Assistant / Accounts Payable (Entry Level) San Jose, CA 78,045.00- 94,659.00 3 weeks ago Revenue Operations Accountant, Cloud Controllership Sunnyvale, CA 125,000.00- 183,000.00 2 weeks ago Accounts Receivable Collections Specialist We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Financial Aid Technical Support Specialist
Posted 21 days ago
Job Viewed
Job Description
Financial Aid Technical Support Specialist San Mateo County Community College District Posting Number: 3C0188 Location: Caada College Department: Position Number: 3C0188 Percentage of Full Time: 100% FLSA: Non-Exempt (accrues overtime) Months per Year: 12 If other, please specify: Min Salary: $95,208 (annual) Max Salary: $121,716 (annual) Position Type: Classified Positions Who We Are: The San Mateo County Community College District is committed to achieving educational equity for all students. As outlined in the Districts Strategic Plan, 'success, equity, and social justice for our students are longstanding goals.' The Districts 'Students First' Strategic Plan is focused on 'Student Success, Equity and Social Justice.' We provide students with a rich and dynamic learning experience that embraces our commitment to provide quality education and promote life-long learning - emphasizing collaboration and engaging students in and out of the classroom, encouraging them to realize their goals, and to become global citizens and socially responsible leaders. When you join our San Mateo County Community College District team, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice. We achieve this through broad collaboration among faculty and classified staff, administration, students and community partners. The College and the District: Caada College is part of the San Mateo County Community College District and is designated as both a Hispanic Serving Institution (HSI) and an Asian American and Native American Pacific Islander Serving Institution (AANAPISI), enrolling approximately 10,000 students each academic year. Caada College has a diverse student population that reflects the communities that it serves. For more than 50 years, Caada College has provided enriching educational opportunities for the residents of San Mateo County. With the support and guidance from award-winning faculty and staff, residents can pursue certificates and degrees for career training or for transfer to four-year colleges and universities. Located in the heart of Silicon Valley, Caada College offers hundreds of day, evening, and weekend courses in more than 40 quality instructional programs with a variety of innovative student support services. Detailed information about the student population, including data related to student success, can be found on Caada Colleges Office of Planning, Research, Innovation, & Effectiveness (PRIE) website. Who We Want: We value the ability to serve students from a broad range of academic, socioeconomic, cultural, disability, gender identity, sexual orientation, racial and ethnic backgrounds. We prioritize applicants who demonstrate an understanding of the benefits that diversity brings to a professional educational community. The successful candidate will be an equity-minded individual who is committed to collaborating with faculty, classified staff, administration, students and community partners in strengthening the culture of equity and antiracism throughout the District. The San Mateo County Community District seeks employees who value mentorship and working in a collegial, collaborative environment, guided by a commitment to helping students achieve their educational goals. The Position: The Financial Aid Technical Support Specialist performs complex technical work related to analyzing and resolving problems with the Financial Aid systems as they occur and in playing a key role in the testing documentation, and training of business processes related to Financial Aid. The Financial Aid Technical Support Specialist must possess a combination of functional and technical expertise and, under the supervision and direction of the Financial Aid Director, will assist ITS staff with research, analysis, and communication of policies and regulations and their impact on the Districts enterprise software (Banner) and other systems configuration. Under direction, the employee compiles data for Financial Aid computer programs; analyzes data, reconciles computer program problems, and prepares statistical and other reports to document. Public contact is extensive, primarily including students, staff, other educational institutions, community organizations, business representatives, funding agencies, and the general public, for the purpose of exchanging policy and procedural information concerning eligibility criteria, assessment, and award packages, and related program services. A high degree of independent judgment and creativity is required to apply prescribed policies and guidelines to a variety of individual situations in order to arrive at appropriate recommendations. Consequences of errors in judgment could be costly in public relations, and employee time, and result in institutional liability and audit exceptions. The Financial Aid Technical Support Specialist can lead and direct the work of student assistants as assigned. Duties and Responsibilities: The duties below are representative of the duties of the classification and are not intended to cover all of the duties performed by the incumbent(s) of any particular position. The omission of specific statements of duties does not exclude them from the position if the scope of work is similar, related, or a logical assignment to this classification. Maintains currency with Federal and State regulations that may have an effect on financial aid processing and plays a lead role in the research, understanding, and interpretation of policies and regulations and their effect on system configuration Completes necessary research and analysis to communicate with ITS and other staff configuration requirements needed for compliance with policies and regulations Participates in community outreach activities to promote financial aid and enrollment services; drives a motor vehicle to attend off-site meetings, workshops, recruitment programs, and other special events to obtain and provide current information Leads the effort to prepare training documentation and to train other staff on policies and procedures Generates various reports and letters and coordinates automation with ITS Works closely with ITS staff in configuring and testing the annual new year roll setup, Banner upgrades, and related system changes as well as current and forthcoming software from the Department of Education and California Student Aid Commission for monitoring, processing, and reporting of grants, scholarships, loans, and other sources of financial assistance Exchanges financial aid and enrollment services policy and procedural information with students, parents, staff, other educational institutions, community organizations, business representatives, funding agency personnel, and the general public Serves as a technical resource for the College and District regarding financial aid and various student-related services Makes presentations to small and large groups regarding available loans and grants, eligibility criteria, programs and services offered, required forms and timelines, and other information Conducts detailed data assessments in order to select appropriate loans, grants, and other programs for students based on eligibility and need; assists supervisory staff on special and regular projects and reports as assigned; monitors program expenditures using prescribed funding agency and District policies and financial guidelines Confers with or attends training opportunities from government and funding agencies regarding immigration, tax, residency, and other eligibility issues Meets with students to assess their financial aid eligibility, student standing, and projected financial and enrollment service needs Computes and compiles data using various databases from student and funding agency records in conjunction with other colleges, ITS, and other District staff Prepares original correspondence, narratives, memoranda, and research data reports in support of programs and services and to document eligibility Tracks and reports on trends in student population changes, economic status, college completion rates, student usage of related college services, and other data Researches data for and completes required funding agency and District reports and surveys Compiles confidential and other data to assess and document student income status, expenditures and projected budgets, enrollment status, grades, employment records, immigration status, residency, tax filing status, and other information and initiates awards for students Analyzes and verifies students records using electronic or paper-supporting documentation to identify errors, correct data, and reprocess changes in student records as required Identifies and reports anomalies or other information that may identify potential fraud or misuse of State or Federal funds Uses a variety of computer systems, software, and websites to set up, maintain, and monitor confidential and other student records and files Confers with students, staff, and others, as applicable to resolve complex application and eligibility issues Leads the work of clerical and other staff on special projects and other workloads as assigned Minimum Qualifications: Associates degree or the equivalent in business administration, accounting, or a closely related field OR an equivalent combination of education and experience Three years of experience in a financial aid office with a strong background in computer solutions A strong understanding of the Banner Enterprise System with familiarity with interactions between cashiering, admissions and records, and financial aid Ability to navigate and work with multiple secure federal systems and websites including, but not limited to NSLDS, COD, EdConnect, and IFAP Ability to manage compliance issues for federal, state, and District procedures and regulations Ability to develop creative solutions to use federally prescribed operations to test and operate District software solutions Demonstrated cultural competence, sensitivity to and understanding of the diverse academic, socioeconomic, ethnic, neurodivergent, and LGBTQIA+ backgrounds of community college students, faculty and staff Demonstrated skill in oral and written communication, including public speaking Experience leading the work of others Demonstrated skill in the use of a variety of software for compiling data, composing and preparing reports, correspondence, memoranda and other written materials Demonstrated skill in detailed recordkeeping and the use of a database Demonstrated skill in working as part of a customer service team Physical Requirements: This position requires attention to detail; logical/linear thinking; good memory, data analysis and synthesis; adaptability; flexibility; patience, and tact in order to perform the essential functions. Knowledge, Skills and Abilities: Knowledge of Federal, State, District, and institutional financial aid policies, procedures, guidelines, and required reports related to the award, continuation, and follow-up of student loans, grants, student employment, Return to Title IV Programs Multiple Pell Reporting and Potential Pell Overpayments and other related services Knowledge of Federal, State, and institutional programs, services, and other resources available to assist students in counseling, TRiO, CARE, EOPS, Veterans Services, eDisbursement, immigration procedures, employment, tutoring, enrollment, record keeping, and other areas Knowledge of procedures for processing corrections for various Federal and State programs Knowledge of the consequences of system programming, system parameter setup, and operational processes in employee time, mistakes in funding authorized for students, and errors in awarding Federal funds Knowledge of procedures for processing files for students selected for verification, resolving data discrepancies, calculating and adjusting records for post-withdrawal disbursements or overpayments Knowledge of college programs, services, and other resources available to assist students in counseling immigration procedures, employment, tutoring, enrollment, record keeping, and other areas Knowledge of applicable computer systems and their use Skill in respectful, tactful and sensitive interaction with people who are diverse in their academic, socioeconomic, ethnic, neurodivergent, and LGBTQIA+ backgrounds Skill in following written instructions, formulas, and guidelines to analyze data for the purpose of drawing conclusions Skill in interviewing and assessment techniques Proficiency in the use of computer systems and a variety of software to set up and maintain detailed records and to compose a variety of written materials Skill in oral communication, including persuasive communication skills Skill in written communication, including composing technical documentation Skill in working cooperatively and effectively with others as part of a team Skill in working accurately with financial and statistical data Skill in directing the work of others Skill in the use of the Microsoft Office Suite and web-based content management systems Ability to use tact and discretion in handling confidential information Preferred Qualifications: Benefits: Benefits include paid holidays, vacation and sick leave. The District pays all or a portion of monthly medical plan premiums (depending on the coverage) and pays all of the monthly dental and vision plan premiums for employees and eligible dependents. Additional paid benefits include life insurance, salary continuance insurance, and an Employee Assistance Program. Classified employees participate in the Public Employees Retirement System, a defined-benefit retirement plan through the State of California. Optional tax-deferred 403(b) and 457 retirement plans are also available. Open Date: 02/05/2025 First Review Date: 03/06/2025 Close Date: Open Until Filled: Yes Special Instructions Summary: Required Application Materials All applicants are required to submit: 1. A completed online District application form (go to to complete the application and to apply for this position). 2. A resume that details all relevant education, training, and other work experience. 3. A cover letter of no more than 3 pages that addresses the applicants cultural competence, sensitivity to and understanding of the diverse academic, socioeconomic, ethnic, neurodivergent, and LGBTQIA+ backgrounds of community college students, faculty and staff as well as the applicants qualifications as they relate to the requirements, knowledge, skills, and abilities listed in this announcement. Candidates for interview will be selected from among those who most closely meet the requirements and knowledge, skills and abilities. Meeting the minimum qualifications does not guarantee an interview. As part of the interview process, candidates may be asked to demonstrate job-related knowledge and skills. For questions related to this posting, please contact: SMCCCD Office of Human Resources 3401 CSM Drive San Mateo, CA 94402 Tel.: ( Fax: ( Email: Web Page: Conditions of Employment: Prior to employment, the selected candidate will be required to complete the following: 1. Submit official transcripts (applies to all faculty or educational administrative positions) 2. Submit verifications of prior employment 3. Satisfactory references 4. Successfully being cleared for employment through the background checking process In addition to background checks, the District may review publicly available information about a candidate on the Internet. If a candidate is aware of incorrect or inaccurate information that is available on the Internet, the candidate is welcome to address such an issue with the Office of Human Resources. 5. Present original documents for proof of eligibility to work in the United States 6. Approval of your employment by the SMCCCD Board of Trustees 7. Provide a certificate of Tuberculosis exam for initial employment. 8. Have fingerprints taken by a Live Scan computer (Clearance must be received prior to first day of employment). Please note that the California Education Code requires, in part, that community college districts shall not employ or retain in employment persons in public school service who have been convicted of certain felonies, a misdemeanor drug charge (including alcohol offenses) or misdemeanor moral turpitude (sexual offense) crime. However, consideration may be given to those whose drug convictions occurred more than five years ago. A conviction for other crimes may not necessarily disqualify you from the job for which you may be applying. EEO Statement: The San Mateo County Community College District is an Equal Opportunity Employer that seeks to employ individuals who represent the rich diversity of cultures, language groups, and abilities of its surrounding communities. Accommodations: Applicants who have disabilities may request that special accommodations be made in order to complete the selection process. Accommodation requests and a copy of the Americans with Disabilities Act applicant procedures can be made by completing our: Applicant Reasonable Accommodation Request Form Annual Security Report: San Mateo County Community College Districts (SMCCCD) 2024 Annual Security Report (ASR), required by the Clery Act, includes statistics for the previous three years (2021-2023) concerning reported crimes that occurred on campus; in certain off-campus buildings owned or controlled by SMCCCD; and on public property within, or immediately adjacent to and accessible from SMCCCD. The 2024 Annual Security Report also outlines various campus safety and security policies concerning crime reporting, prevention and response to sexual and gender violence, alcohol and drug use, crime prevention, emergency response and evacuation procedures, and other matters. The Annual Security Report also includes important tips to help every community member remain safe and avoid becoming a victim of crime. The 2024 Annual Security Report is now available on the Public Safety website. You can also obtain a copy of this report by contacting the Department of Public Safety at the District Office or any of the three Campuses ( . The report includes information about criminal activity on our campuses, emergency procedures, and resources. To apply, visit: Copyright 2024 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-0f14d333e9ba2244bac99926ad5b8239 #J-18808-Ljbffr
Financial Planning and Analyst specialist (FP&A Specialist)
Posted 9 days ago
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We are seeking a talented, motivated, and eager FP&A Analyst to join our team. The Senior Financial Analyst will be responsible for in-depth analysis of the company's financial statements, budgeting control, and forecasting. Their key function will be to provide accurate and timely financial insights to support strategic decision-making. Key Responsibilities: Building and maintaining monthly Actual vs. Budget analysis reports. Providing actionable insights and decision-making tools for management regarding existing and new activities. Preparing and analyzing forecasts monthly to ensure accurate financial planning. Developing and maintaining financial models to forecast trends and evaluate financial performance. Reviewing and analyzing P&L statements and financial KPIs. Identifying and analyzing significant variances in financial results and proposing corrective actions. Implementing internal controls to mitigate risks and ensure compliance with company policies. Analyzing financial data to identify trends, opportunities, and risks. Preparing payroll analysis reports and insights related to attrition rate, payroll costs by project, role, and other factors. Developing and managing the annual budget by collaborating with various departments to gather input, build financial models, and create a comprehensive budget. Monitoring actual results against budget and forecasts, identifying key drivers of variances, and providing insights to management. Other Duties: Supporting month-end and year-end closing processes. Performing other related duties as required. Qualifications: Proven Financial Analyst experience of at least 3+ years in global companies. Strong understanding of accounting principles and practices. Proficiency in MS Office spreadsheets and BI tools. Knowledge of FP&A software such as Insights, Oracle PBCS, etc., is a plus. Experience with accounting software like QuickBooks Online (QBO) is essential. Excellent analytical skills. Ability to adapt to change and work in a dynamic environment. Bachelor’s degree in Accounting, Finance, or Economics. At least CEFR B2+ level in English. Skills: Strong organizational and time management skills. Excellent written and verbal communication skills. Ability to work independently and prioritize tasks. Strong problem-solving skills. #J-18808-Ljbffr
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Associate Director Financial Services
Posted 13 days ago
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4 weeks ago Be among the first 25 applicants Summary: The Associate Director of Financial Services is responsible for leading the campus Financial Services department, ensuring the delivery of accurate, timely, and compliant support to all prospective and current students. This role involves hiring, training, and developing a high-performing team dedicated to excellent customer service and financial aid administration. The Associate Director of Financial Services ensures department goals are consistently met, operations run efficiently, and support aligns with institutional and regulatory standards. The role also serves as a strategic partner to the Campus Director in addressing student concerns and enhancing service delivery. Provide leadership, coaching, and performance management for the Financial Services team to ensure high-quality customer service and strong departmental performance. Assign individual goals to Financial Services Advisors and conduct weekly meetings to offer guidance, training, and performance support. Conduct meaningful, documented one-on-one meetings with direct reports on a weekly basis. Deliver individual and team training sessions, collaborating with the College Director of Financial Services and Campus Director to address broader improvement areas. Perform formal monthly observations of Financial Services Advisors to support development and performance improvement. Oversee and optimize campus financial aid processes to ensure operational efficiency and achievement of individual and team goals. Maintain appropriate staffing levels within the department to support service and performance expectations. Monitor financial services reports and implement action plans to address performance gaps or areas needing improvement. Ensure all student financial files are accurate, complete, and submitted in a timely manner; identify issues and provide training or follow-up as needed. Prepare and deliver timely and constructive performance evaluations for Financial Services employees. Promote financial literacy among students and graduates to encourage responsible financial decision-making. Participate in campus and college meetings to support overall institutional operations. Build and maintain strong, collaborative relationships with internal colleagues and leadership across departments. Maintain up-to-date knowledge of and compliance with Title IV regulations, as well as state, military, VA, and institutional financial aid requirements. Demonstrate excellent interpersonal skills and a strong commitment to delivering outstanding customer service while meeting or exceeding performance targets. Ensure timely and effective responses to directives and operational needs. Perform additional duties as assigned. Job Details Description Summary: The Associate Director of Financial Services is responsible for leading the campus Financial Services department, ensuring the delivery of accurate, timely, and compliant support to all prospective and current students. This role involves hiring, training, and developing a high-performing team dedicated to excellent customer service and financial aid administration. The Associate Director of Financial Services ensures department goals are consistently met, operations run efficiently, and support aligns with institutional and regulatory standards. The role also serves as a strategic partner to the Campus Director in addressing student concerns and enhancing service delivery. Essential Duties And Responsibilities Provide leadership, coaching, and performance management for the Financial Services team to ensure high-quality customer service and strong departmental performance. Assign individual goals to Financial Services Advisors and conduct weekly meetings to offer guidance, training, and performance support. Conduct meaningful, documented one-on-one meetings with direct reports on a weekly basis. Deliver individual and team training sessions, collaborating with the College Director of Financial Services and Campus Director to address broader improvement areas. Perform formal monthly observations of Financial Services Advisors to support development and performance improvement. Oversee and optimize campus financial aid processes to ensure operational efficiency and achievement of individual and team goals. Maintain appropriate staffing levels within the department to support service and performance expectations. Monitor financial services reports and implement action plans to address performance gaps or areas needing improvement. Ensure all student financial files are accurate, complete, and submitted in a timely manner; identify issues and provide training or follow-up as needed. Prepare and deliver timely and constructive performance evaluations for Financial Services employees. Promote financial literacy among students and graduates to encourage responsible financial decision-making. Participate in campus and college meetings to support overall institutional operations. Build and maintain strong, collaborative relationships with internal colleagues and leadership across departments. Maintain up-to-date knowledge of and compliance with Title IV regulations, as well as state, military, VA, and institutional financial aid requirements. Demonstrate excellent interpersonal skills and a strong commitment to delivering outstanding customer service while meeting or exceeding performance targets. Ensure timely and effective responses to directives and operational needs. Perform additional duties as assigned. Supervisory Responsibilities Supervises the daily activities of Financial Services Advisors, ensuring compliance with organizational policies and applicable laws. Key responsibilities include interviewing, hiring, and training staff; assigning and managing workloads; monitoring time and attendance; conducting performance evaluations; recognizing and addressing performance issues; and handling employee concerns and disciplinary actions with sound judgment and discretion. Core Competencies Integrity and Ethics - Demonstrates personal integrity; serves as a positive example of why others should trust the motives of the organization; views self as a reflection of the organization by following through on commitments and accepting ownership of mistakes; treats people with respect; keeps commitments; inspires the trust of others and upholds organizational values. Professionalism – Approaches other in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follow through on commitments. Adaptability – Responds to change with a willingness and ability to learn new ways of working. Adapts approach and demeanor in real time to match the shifting demands of different situations. Organization Support – Supports the organization’s goals and values. Is keenly aware of the time frame in which tasks or projects needs to be done; accepts and mirrors the level of urgency conveyed by the manager or customer being served; puts priority on the needs of the organization or the needs of its customers. Fosters collaboration and teamwork across the Institution. Communication – Develops and delivers communication that conveys a clear understanding of the unique needs of different audiences. Listens to others and allows them to make their point. Job Competencies Customer Focus– Personally, demonstrates that external or internal customers are a high priority. Identifies and understands customer needs and impresses customers with exceptional service. Delivers Results - Consistently achieves results within established timelines and shows resilience when faced with obstacles. Quality of Work- Establishes a track record of producing work that is highly accurate, demonstrates attention to detail, and reflects well on the organization; is personally committed to high quality work and encourages others to have similar standards. Leadership - Inspires and motivates others to perform well; effectively influences actions and opinions of others; accepts and provides feedback from others; gives appropriate recognition to others; able to build morale and group commitment to goals and objectives. Training and Development - Ensures staff members get receive orientation, training and development opportunities to maximize success in their assignments; views training and development as an investment in employees and uses mentoring, cross-functional assignments, job rotation or other on-the-job learning opportunities to enhance the depth and breadth of skills and experience; encourages self-development opportunities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty listed above satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Education And/or Experience Bachelor’s degree required and/or 3-5 years equivalent Financial Aid experience. Working knowledge of Title IV Regulations required. Effective problem-solving and consultative skills. Excellent interpersonal, written and oral communications skills required. Proficiency with Microsoft Office Suite - Word, Visio, Excel and PowerPoint. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel; reach with hands and arms; talk and hear. The employee is frequently required to walk. The employee is occasionally required to stand; climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally exposed to wet and/or humid conditions and outside weather conditions. Extensive travel requirement required. The noise level in the work environment is usually moderate. All qualified applications with arrest or conviction records will be considered for employment. To ensure the safety and integrity of our operations, it is imperative that a review of all applicants' criminal history is conducted. Failure to do so poses a significant risk to the Employer, potentially compromising both business operations and the organization's reputation. As part of our standard hiring process, all candidates offered a position at San Joaquin Valley College Inc. will undergo a thorough background screening. This includes education verification, county and national criminal background checks, a motor vehicle report, and social security number trace/verification along with an address history search. Depending on the specific position, additional requirements may apply, such as drug testing, a Fraud and Abuse Control Information System check, and verification for access to the National Student Loan Database System. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Higher Education Referrals increase your chances of interviewing at Carrington College by 2x Get notified about new Director of Financial Services jobs in San Leandro, CA . Senior Director - GTM Finance & Strategy Oakland, CA $230,636.39 - $88,295.50 11 hours ago Director of Operations & Chief Compliance Officer Foster City, CA 160,000 - 200,000 1 month ago Menlo Park, CA 219,000 - 288,000 2 weeks ago Sr. Director, Capital Markets & Treasury Director, Strategic Product Finance - Rideshare Foster City, CA 225,000 - 280,000 1 day ago Finance Director, Data Foundation and Automation Menlo Park, CA 221,000 - 285,000 2 weeks ago Director, Financial Planning and Analysis We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Solutions Engineer - Financial Services
Posted today
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**Role Summary**
Splunk's technical sellers seek to unify, advance, and expand the value of the Splunk portfolio by providing deep technical and domain expertise to introduce and operationalize Security and Observability use-cases and solutions. The Solutions Engineers (SEs) are Splunk's customer-facing technical account leader. Their purpose is to partner with customers and Splunk teams to ensure long-term success and growth within Splunk's customer base. SEs are responsible for the breadth of technical engagement within their assigned customers across products, domains, and use cases.
SEs are the Trusted Technical Advisor for customers and represent the entire Splunk portfolio to the customer. SEs are responsible for building a joint technical roadmap, identifying and driving new outcomes, and ensuring the plans to operationalize Splunk's solutions to discrete customer outcomes. In this role you will work with and lead the entire Splunk village in effective and efficient technical customer engagement.
This role requires a self-motivated continuous learner that has a deep desire to solve a wide variety of technology problems. Customer interactions will cover a wide range of engagements. Some examples include aligning customer use-cases to Splunk capabilities, providing guidance to customers on solutions that meet their business objectives, presenting to senior customer staff, and partnering with Solutions Architects (SAs) to position and operationalize advanced use-cases and capabilities accounts.
A successful SE will not only maintain a technical understanding of Splunk solutions, but also build cross-functional relationships with SAs and Customer Success account team members to build scale and impact Splunk's continued growth.
**What you'll get to do**
+ Develop and maintain deep expertise of Splunk's portfolio, use-cases, and its alignment to customer challenges and objectives
+ Own Splunk's portfolio, holistic technical engagement, and customer experience in your accounts
+ Drive the Solutions Architect engagements for positioning Splunk's advanced solutions to expand solutions and use-cases
+ Operationalize Splunk's foundational solutions comprised of hybrid/cloud, security, and observability in the customer's environment
+ Build and maintain relationships with key customer personas
+ Assemble and lead relevant Splunk technical resources as required to ensure optimal customer outcomes
+ Evangelize Splunk's use-cases at theater/regional industry events and with customers and partners in your region
**Must-have Qualifications**
+ 5+ years related experience in selling and delivering enterprise software solutions for cloud, on-premise and hybrid environments
+ Experience working in or recommending SaaS delivery model
+ Experience in cyber security and/or observability is highly desired
+ Ability to create, lead and evolve a customer technical account strategy, engaging an extended ecosystem of supporting resources to deliver the customer's expected business outcomes
+ Ability to establish trusted technical advisor status with your customers
+ Familiarity with programming and scripting (e.g. Python, Javascript, etc.)
+ Practical experience with public cloud infrastructure and understanding of cloud economics highly desirable (e.g. AWS, GCP, Azure, etc.)
+ Experience with installation, configuration, integration and administration of enterprise software
+ Outstanding interpersonal skills and excellent communication - both written and verbal, with the ability to effectively lead others in a highly-collaborative team environment
+ Excellent presentation skills and an expert in using data to articulate a story or issue in a Tell-Show-Tell format.
+ Excellent time management skills and ability to adapt to evolving priorities, with a dedication to championing the customer and your team.
+ Ability to be organized and analytical, and will be able to eliminate sales obstacles using creative and adaptive approaches.
+ Available to travel to visit prospects and customers in the region
+ Bachelor's degree or commensurate experience
**IMPORTANT** : We can teach you the technology, coach you on soft skills and educate you on processes. You should have a strong sense of self-motivation, an insatiable curiosity about what "is possible" with technology, the desire to work with an amazing team and a positive, fun-loving attitude
**Splunk is an Equal Opportunity Employer**
Splunk, a Cisco company, is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, genetic information, age, disability, veteran status, or any other legally protected basis.
**Note:**
**OTE Range: 203,800 - 260,000**
When available, the salary range posted for this position reflects the projected hiring range for new hire, full-time salaries in U.S. and/or Canada locations, not including equity or benefits. For non-sales roles the hiring ranges reflect base salary only; employees are also eligible to receive annual bonuses. Hiring ranges for sales positions include base and incentive compensation target. Individual pay is determined by the candidate's hiring location and additional factors, including but not limited to skillset, experience, and relevant education, certifications, or training. Applicants may not be eligible for the full salary range based on their U.S. or Canada hiring location. The recruiter can share more details about compensation for the role in your location during the hiring process.
U.S. employees have access to quality medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, short and long-term disability coverage, basic life insurance and numerous wellbeing offerings.
Employees receive up to twelve paid holidays per calendar year, which includes one floating holiday (for non-exempt employees), plus a day off for their birthday. Non-Exempt new hires accrue up to 16 days of vacation time off each year, at a rate of 4.92 hours per pay period. Exempt new hires participate in Cisco's flexible Vacation Time Off policy, which does not place a defined limit on how much vacation time eligible employees may use but is subject to availability and some business limitations. All new hires are eligible for Sick Time Off subject to Cisco's Sick Time Off Policy and will have eighty (80) hours of sick time off provided on their hire date and on January 1st of each year thereafter. Up to 80 hours of unused sick time will be carried forward from one calendar year to the next such that the maximum number of sick time hours an employee may have available is 160 hours. Employees in Illinois have a unique time off program designed specifically with local requirements in mind. All employees also have access to paid time away to deal with critical or emergency issues. We offer additional paid time to volunteer and give back to the community.
Employees on sales plans earn performance-based incentive pay on top of their base salary, which is split between quota and non-quota components. For quota-based incentive pay, Cisco typically pays as follows:
.75% of incentive target for each 1% of revenue attainment up to 50% of quota;
1.5% of incentive target for each 1% of attainment between 50% and 75%;
1% of incentive target for each 1% of attainment between 75% and 100%; and once performance exceeds 100% attainment, incentive rates are at or above 1% for each 1% of attainment with no cap on incentive compensation.
For non-quota-based sales performance elements such as strategic sales objectives, Cisco may pay up to 125% of target. Cisco sales plans do not have a minimum threshold of performance for sales incentive compensation to be paid.
Senior Solutions Architect, Financial Services
Posted 2 days ago
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Senior Solutions Architect, Financial Services (Finance) Senior Solutions Architect, Financial Services (Finance) The Financial Services Solution Architect team is looking for an extraordinary person to join an experienced team of Quants and Data Scientists, engaging the finance industry with compelling examples of full-stack accelerated computing. Solution Architects work with top minds with Financial Services Capital Markets and Exchange firms to accelerate High-Performance Computing and AI workloads across various use cases. We're seeking an inquisitive, hard-working, and creative individual passionate about helping solve challenges. Join us in this endeavor! What You'll Be Doing: Partner with NVIDIA Engineering, Product, and Sales teams to secure design wins at customers. Enable development and growth of NVIDIA product features through customer feedback and proof-of-concept evaluations. Perform proof-of-concepts working side by side with clients, engineers, and other architects on in-depth analysis, profiling and optimization of machine learning/deep learning models to ensure the best performance on current- and next-generation GPU architectures. Work directly with client ML researchers and developers/engineers on business-impacting workflows, projects, and issues to drive success using NVIDIA technology. Facilitate rapid resolution of customer issues and promote the highest levels of customer satisfaction. Build collateral (notebooks/ blogs) applied to Finance industry use-cases such as ML/DL, recommender systems, GNN, monte-carlo simulations, Quantitative Finance, etc. by working closely with customers. What We Need To See: BS/MS/PhD in Computer Science, Electrical/Computer Engineering, Physics, Mathematics, or other Engineering fields (or equivalent experience) 12+ years experience as an ML/Software Engineer with a proven track record in writing code in Python, C++ Experience with ML/DL algorithms with frameworks such as PyTorch, Spark, Dask, Jax, TensorFlow Ability to communicate ideas and share code clearly through blog posts, GitHub Enjoy working with multiple levels and teams across organizations (engineering/research, product, sales, and marketing teams) Effective verbal/written communication and technical presentation skills Self-starter with a passion for growth, a real enthusiasm for continuous learning, and sharing findings across the team Skilled in deploying ML/DL models at scale on public cloud computing and/or on-prem HPC clusters in production Ways To Stand Out From The Crowd: Demonstrate C/C++ programming proficiency with an understanding of software design, programming techniques, and algorithms, alongside experience performing performance optimizations. Familiarity with NVIDIA GPU architectures. GPU Development experience through NVIDIA CUDA-x libraries, cuBLAS, cuDNN. Knowledge of MLOps technologies such as containers, data center deployments, cluster management software, etc. Experience working with enterprise developers building HPC or data analytics applications. NVIDIA is widely considered to be one of the technology world's most desirable employers. We have some of the most forward-thinking and hardworking people in the world working for us. If you're creative and autonomous, we want to hear from you! The base salary range is 224,000 USD - 356,500 USD. Your base salary will be determined based on your location, experience, and the pay of employees in similar positions. You will also be eligible for equity and benefits . NVIDIA accepts applications on an ongoing basis. NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law. #J-18808-Ljbffr