What Jobs are available for Certified Financial Analyst in the United States?

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Job Description
The Portfolio Management Analyst is responsible for administering, maintaining, and optimizing the enterprise portfolio management tool to support project, program, and portfolio management activities. This role ensures the tool is effectively configured to meet organizational needs, enables data-driven decision-making, and provides training and technical support to end-users. The analyst will collaborate with stakeholders across the organization to align the tool's functionality with business objectives and drive operational excellence. Key responsibilities include:
Tool Administration and Configuration:
 · Serve as an administrator and analyst for the Enterprise Portfolio Management tool, ensuring its functionality aligns with organizational requirements.
 · Configure and maintain tool settings, workflows, dashboards, reports, and integrations to support portfolio, program, and project management processes.
 · Manage user access, roles, and permissions, ensuring compliance with security and governance policies
 · Monitor tool performance and troubleshoot issues to ensure seamless operation, may be accountable to ensure effective system upgrades
Data Management and Reporting:
 · Oversee data accuracy and integrity within the enterprise tool, performing regular audits and updates as needed.
 · Develop and maintain custom dashboards, reports, and analytics to provide actionable insights into portfolio performance.
 · Support leadership and stakeholders with data visualization and reporting to drive informed decision-making.
 · Ensure alignment of tool data with organizational KPIs, metrics, and strategic objectives.
Process Optimization and Best Practices:
 · Continuously stay aware of system performance and recommend or implement enhancements to improve usability and efficiency.
 · Collaborate with project managers, portfolio managers, and PMO leaders across the organization to solicit business needs then optimize processes within the enterprise tool to enable their needs.
 · Identify opportunities to streamline workflows and enhance tool utilization ensuring minimal disruption to the business.
 · Stay current on the enterprise product capabilities and industry best practices to recommend improvements.
Training and Support:
 · Provide training to new and existing users on tool functionality, processes, and best practices.
 · Develop user guides, FAQs, and other training documentation to support tool adoption and effective usage.
 · Serve as the first point of contact for technical support related to troubleshooting issues and escalating as necessary.
Stakeholder Collaboration:
 · Partner with cross-functional teams to understand business needs and translate them into tool requirements.
 · Act as a liaison between the organization and enterprise portfolio vendor representatives for tool enhancements, upgrades, and support.
 · Support change management efforts related to tool adoption and updates, ensuring smooth transitions for users.
 · Support portfolio management processes by enabling accurate data capture and reporting.
Project and Portfolio Alignment:
 · Ensure that the enterprise portfolio tool supports portfolio prioritization, resource planning, and project execution.
 · Collaborate with PMO teams to ensure alignment between tool functionality and broader organizational strategies.
Monitor portfolio health and provide recommendations to improve resource allocation and project prioritization.
Compensation:
$88,000 to $138,000
Exact compensation may vary based on several factors, including skills, experience, and education.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
Education and Experience:
 · Bachelor's degree in Information Technology, Business Administration, Project Management, or a related field (or equivalent experience).
 · 3+ years of experience in portfolio management tools administration, with Planview (preferred).
 · Experience working within a PMO, IT, or project management environment is a plus.
 · Proficiency in configuring and administering Enterprise Portfolio Management tools (or similar PPM tools).
 · Strong analytical skills with the ability to interpret complex data and generate meaningful insights.
 · Knowledge of portfolio, program, and project management methodologies (e.g., PMI standards, Agile frameworks).
 · Excellent communication and collaboration skills to work with diverse stakeholders.
 · Advanced proficiency in Microsoft Excel and data visualization tools (e.g., Power BI).
Ability to manage competing priorities and meet deadlines in a fast-paced environment. · Project management certifications such as PMP, PRINCE2, or Agile certifications (e.g., Certified ScrumMaster) are a plus.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Job Description
**Summary of Position (Job Purpose)** _- Major purpose and functions of the position._
The Director of Portfolio Management is responsible for managing the growth and relocation strategy for a specified regions real estate portfolio. Responsibilities include lease negotiations, dispositions, and the contractual side of lease renewal transactions to ensure maximum cost savings to the Company while satisfying the functional real estate requirements of the business units.
**Principal Duties and Responsibilities** _- Primary responsibilities listed in order of importance_
+ Train and manage a team of Real Estate Managers to strategically locate stores, site selection criteria and related processes.
+ Ensure real estate transactions meet the financial and operating objectives of the Company.
+ Oversee the site-specific real estate process
+ Responsible for all document flow related to real estate development projects
+ Responsible for site selection of new stores
+ Approve negotiated deals
+ Negotiate relocations and expansions of existing stores for Real Estate Committee approval
+ Negotiate lease renewal modifications for existing stores where applicable
+ Manage the monitoring of lease notification dates through use of real estate database.
+ Oversee the accuracy of data, by all system users, within the real estate database.
+ Manage the renewal process in seeking continuous improvement through revised processes and procedures.
+ Analyze leases for cost saving opportunities.
+ Work with Leasing team to leverage new deals and relo/expansions with key dates
+ Meet with landlords to review portfolio and address lease/rent issues
+ Build relationships with landlords and other retailers to determine Best Practices
+ Help REM's prioritize and focus their time w/respect to key dates.
+ Work with Property Mgmt. to address issues at renewal time (bad HVAC, roof leaks, etc)
+ Renegotiate rent and track savings related to rent reductions.
**Minimum Requirements/Qualifications** _- Summary of knowledge, experience and education required._
+ BA or BS degree required
+ Extensive travel
+ Must be able to immediately handle a significant workload and effectively prioritize projects
+ Proven communication skills both written and verbal
+ Good time management skills and excellent attention to detail
+ A proven track record of successfully managing multiple real estate projects in a fast paced work environment.
+ Ability to maintain confidential information
+ Minimum 8-10 years experience in retail real estate with experience in both portfolio and new site acquisitions
+ Customer service oriented
+ Able to work independently and highly organized
+ Extensive computer experience to include MS Office Suite
+ Solid Landlord and Retailer relationships
+ Knowledge of real estate markets, industry analysis and best practices.
**Desired Qualifications** _- Desired but not required._
+ Prior Management Experience
Full time
510 Volvo Parkway,Chesapeake,Virginia 23320
Portfolio Management
Family Dollar

**Work Schedule**
Standard (Mon-Fri)
**Environmental Conditions**
Office
**Job Description**
As part of the Thermo Fisher Scientific team, you'll discover meaningful work that makes a positive impact on a global scale. Join our colleagues in bringing our Mission to life every single day to enable our customers to make the world healthier, cleaner and safer. We provide our global teams with the resources needed to achieve individual career goals while helping to take science a step beyond by developing solutions for some of the world's toughest challenges, like protecting the environment, making sure our food is safe or helping find cures for cancer.
**Location/Division Specific Information**
This is an onsite/hybrid position in Pittsburgh, PA. No relocation assistance will be provided.
**Discover Impactful Work:**
Key member of Portfolio Management team responsible to assist Portfolio Managers in delivering product strategies and managing new product implementations, ensuring accurate data and compliance. Conduct competitive analysis, support sales and cross-functional collaboration, and handle project administration tasks.
**A day in the Life:**
+ Work with Portfolio Managers to help enable the execution of product category strategies. Functions include: technical understanding of products and their applications to facilitate new product launches, maintenance and tracking of sales and promotional tools, competitive data gathering, preparation/ review of internal/ external communications and performance tracking activities
+ Manage the implementation of new products operationally from start to finish. Responsible for coordination of supplier input of new products, internal coding, gathering compliance requirements, content submission, and communication of product launch.
+ Apply the Product Data Hub to process change orders ensuring accurate product data
+ Adhere to established data governance rules, and participate in Data Governance Steering Committee as necessary
+ Investigate competitive product and promotional activities including: List price comparisons, product gap/ cross reference activities and promotional activities
+ Work to ensure product maintenance is completed and implemented. Functions include: understanding of sales implementation for new product additions and technical knowledge of equivalent substitutes for discontinued items
+ Gather data and provide analysis in support of Portfolio Manager objectives
+ Facilitate and manage product literature inventory, replenishment and elimination of obsolete material
+ Coordinate, manage and respond to incoming sales rep issues relating to products and suppliers
+ Work cross functionally with various departments in support of Portfolio and Project Management objectives. These departments include Product Administration, Supply Chain, Marketing and Sales
+ Administration and coordination of project specific activities including: sales rep training, supplier funding tracking, sales specific requests, supplier quality rating process and yearly pricing activities
**Keys to Success:**
**Education**
+ Bachelor's degree in a business-related field or equivalent work experience
+ High school diploma or equivalent required
**Experience**
+ 2 years of experience working in an office environment
+ Proficiency in Microsoft Office products (Access, Word, PowerPoint, and Outlook) and an ability to learn new software tools efficiently such as Smartsheet
+ Familiarity with internal systems, such as Fisher Scientific mainframe preferred
**Knowledge, Skills, Abilities**
+ Strong Organizational, planning, and time management skills.
+ Strong communication abilities in both spoken and written forms within a wide array of coworkers and potential vendors.
+ Team-player with the ability to work successfully with others.
+ Advanced problem-solving skills.
+ Attention-to-detail, motivated and quick learner.
+ Capability to function well within time constraints and be flexible with shifting priorities.
+ Ability to navigate sophisticated systems and quickly resolve issues.
+ Knowledge of computer applications such as Microsoft Excel, Word, and PowerPoint is required. Smartsheet knowledge preferred.
Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Job Description

Job Description

Position Summary

The Portfolio Management Analyst will work in a supporting role on the portfolio management activities for performing loans. This role requires an investment professional with experience in loan servicing, asset management, and cashflow modeling.

Responsibilities & Duties

• Ensure compliance with loan covenants.
• Request, obtain and analyze documentation to ascertain current condition of collateral, borrowers and guarantors.
• Maintain watchlist.
• Develop business strategies for early-stage delinquent and matured loans.
• Knowledge of construction lending practices and ability to lead re-underwriting efforts for budgetary changes and loan in balance calculations.
• Work with a servicer to coordinate payoffs and other special Borrower requests.
• Participate in client service, servicing and credit related calls and communications.
• Develop and grow borrower relationships.
• Work with underwriting, accounting, and capital markets in managing the current portfolio.
• Provide exceptional customer service through verbal and written communication.

Required Experience, Skills, & Competencies

• Minimum 3 years of experience in real estate, finance or a related field.
• Excellent Word, PowerPoint and Excel skills.
• Strong written and verbal communication skills.
• Significant attention to detail.

A reasonable estimate of the total compensation range for this role is $75,000-$85,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.

At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description

Job Description

About the Company:

Industrious is the largest premium workplace-as-a-service provider and home to the highest-rated workplaces in the industry. Everything we do comes down to creating great days for teams of all sizes and stages, including our own. We believe that what makes a great day at work is the people on your team and the problems you get to solve together. We're looking for people who love thinking outside the box and thrive in a truly collaborative setting. As teammates, we encourage new ideas and toast every win. We're excited about having a meaningful impact on people's workplace experience.

Great days also start when everyone can be their authentic self at work. Diversity of backgrounds, thoughts, and ideas is critical to our success in delivering great workplace experiences, both for our members and for each other. Industrious is committed to creating an inclusive, respectful environment that embraces your individuality and quirkiness. You are valued for who YOU are. We celebrate our people as individuals who can accomplish great things when we work together as one team.

To learn more, visit

About the Role:

As the Portfolio Management Financial Analyst, you will support the team in providing financial reporting, budgeting and forecast, and analysis required for a partnership-based 200+ unit portfolio. You will also act as one of the primary financial points of contact for our partners, as well as work cross-functionally with teams across the company.

This is a unique opportunity to join a high-performing team in a crucial role with significant growth potential. The successful candidate has a strong financial and analytical skillset, solid communication skills, and a strong worth ethic.

This role will report to the Director of Portfolio Management and be based in either New York City or Atlanta.

Responsibilities:

• Maintain and update external revenue reporting files using financial data software

• Own production and distribution of landlord-facing monthly revenue reporting for a segment of the 200+ unit portfolio

• Act as a primary point of contact for landlord partners, fielding inquiries regarding rent and revenue reporting; work cross-functionally to deliver insights to key stakeholders

• Collaborate with the Accounting team to audit and reconcile reporting files, ensuring consistency, accuracy, and best practices.

• Support with the annual unit-level budgeting process for management agreements

• Assist with ad hoc forecasting requests, providing clear analysis and recommendations

Requirements:

• Degree or 1-2 years professional experience in finance or accounting

• Proficiency in Excel, with strong financial modeling skills to support budgeting, forecasting, and analysis

• Experience with financial systems such as NetSuite and OneStream is preferred but not required

• Ability to work with ambiguous tasks and drive well-articulated solutions

• High emotional intelligence with the ability to thrive in a fast-paced, dynamic environment

• Excellent judgment and strong communication skills

Compensation:

The annual base compensation range for this role is between $65,000 to $5,000. The successful candidate's actual base compensation will be based upon a variety of factors, including but not limited to work experience, job-related knowledge, skills, and professional qualifications. You will also be eligible for an annual 10% bonus and participation in our long-term incentive program.

Base and bonus compensation are just two components of Industrious' total compensation package for this role. Other great perks and benefits include heavily subsidized healthcare plans, generous paid time off, wellness programs, professional development grants, 401k plan, and many other benefits, subject to applicable eligibility criteria and company policies.

Equal Employment Opportunity:

Industrious is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunities to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

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**Description**
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
The Enterprise Portfolio and Program Management team (EPPM) is responsible for leading multi-year strategic programs that cut across multiple product teams as well as accelerating strategic alignment and planning across Enterprise Centers of Excellence (COEs) and Technology, to elevate transparency and drive business and customer outcomes.
As **Director, Digital Portfolio Management,** you will be responsible for managing enterprise prioritization and product planning with a focus on delivering capabilities to market for a breadth of domains across Amex's digital channels. You will work with line of business stakeholders across the enterprise and product and engineering leaders to identify and prioritize strategic opportunities, refine initiative scope, assess feasibility, and develop a strategy to forecast and coordinate product development efforts through launch across customer journeys.
You will manage cross-functional stakeholder relationships and work to increase readiness, transparency, and predictability in capacity and delivery. You will define strategic outcomes with BU decision makers and partner effectively across product, platform, and engineering teams to apply lean systems thinking to strategy, investment funding, capacity and agile operations and manage the enterprise roadmap.
The ideal candidate for this role will be a skillful communicator who enjoys a fast-paced environment, puts the customer experience first, operates cross-functionally (both with business and technology partners), has a strong aptitude for process innovation, and influences key stakeholders into action - all while maintaining a positive attitude and sense of humor in the face of challenges.
This role reports to Vice President, Enterprise Portfolio Management.
**Key Responsibilities:**
+ Drive portfolio management activities for non-issuing LOBs
+ Create and deliver executive-level communications regarding ongoing priorities, status, and key decisions requiring alignment
+ Lead with a customer first perspective to consult with business partners to understand their strategic objectives, refine scope, shape into customer deliverables, and assess next steps for implementation
+ Partner with delivery teams to design and maintain robust portfolio-level roadmaps through proper sequencing, coordination, and resolution of blockers and dependencies to ensure timely launch
+ Manage an iterative strategic planning process, including providing clear and accurate status of initiatives, leading intake and assessment of new demand, and facilitating leadership decision-making
+ Drive an improvement in business outcomes and key results by facilitating prioritization and accelerating delivery across the portfolio
+ Collaborate across LOBs, Product, and Technology to stand-up best in class operating models that improve the investment planning process and optimize the flow of delivery across the complex digital ecosystem
+ Demonstrate a willingness to continually learn and implement design, product, and technologies solutions within a dynamic and highly matrixed environment
**Minimum Qualifications**
+ Minimum of 8 years of professional experience working across product development and engineering teams
+ Leads with an enterprise and customer first mindset with a track record of influencing others to embrace change
+ Demonstrated ability to self-start, carve opportunities out of white space, define a strategic vision, and drive results with a high degree of independence
+ Highly skilled in Agile product development methodologies, program and project management, with a mastery of enterprise collaboration tools (Clarity, Target Process, JIRA, Confluence, Rally)
+ Excellent collaboration skills with proven success in driving cross-functional relationships at the enterprise level
+ Superb presentation building skills with ability to "tell a story" in a clear and concise way to all audiences, including executive leaders
+ History of high performance with demonstrated adaptability to excel in a fast-paced team, adjust to shifting priorities, and manage others through change
+ Proven ability to lead and motivate high performing teams, juggle multiple workstreams in a rapidly changing environment, and create a culture of belonging, collaboration, excellence, and fun
+ Ability to maintain a positive attitude and sense of humor in the face of challenges
+ Willingness to travel as required (15%)
**Qualifications**
Salary Range: $144,250.00 to $256,250.00 annually bonus equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Product
**Primary Location:** US-New York-New York
**Other Locations:** US-Arizona-Phoenix, US-Florida-Sunrise
**Schedule** Full-time
**Req ID:**