Business Analyst - Sponsored Programs Financial Services

89702 Silver City, Nevada Nevada Staffing

Posted 1 day ago

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Job Description

Job Opportunity At Allegheny Health Network

General Overview: The incumbent is responsible for implementation and execution of various post-award and financial management activities for grants, contracts and/or clinical trials within the Sponsored Programs Financial Services (SPFS) supporting Allegheny-Singer Research Institute and Allegheny Health Network. Responsibilities include award set-up, transaction processing, compliance review, cash management, collections, financial reporting and project close-out. Responsible for material accuracy of financial statements/reports. Analyze financial results and outcomes, trends/projections, performance metrics and provides root cause analysis to help facilitate business decisions while adhering to institutional policies and procedures and Sponsor guidelines.

Essential Responsibilities

  • Compliance Management: Read and develop full understanding of business and financial terms and conditions of grant, contract, and/or clinical trial agreement. Maintain compliance with allowable costs, period of performance, subrecipient monitoring, tracking cost share and program income, effort reporting, reporting, other special test provisions, cash management invoicing, and clinical trial billing compliance.
  • Invoicing, Accounting Receivable, and Cash Management: Develop full understanding of payment terms and payment schedule as outlined in the grant, contract and/or clinical agreement terms. Promptly invoice and timely follow-up on outstanding payments owed. Ensure proper recording cash against programs. Ability to independently troubleshoot, analyze, and problem solve payment variances and queries with Sponsor ensuring positive cash flow. Ability to setup and work within Sponsor portals to setup payment profiles, submit invoices, and retrieve payment backup as needed.
  • Month-end Close: Maintains processes and prepares journal entries to support the monthly close process and the generation of the monthly financial statements/reports. Ensures all financial transactions/entries are properly documented and completed timely.
  • Reporting: Independently prepares simple to complex financial reports, working collaboratively with management, financial and program staff to address discrepancies and correct errors. Monitors and meets all internal and Sponsor stipulated deadlines and content requirements. Ensures reports are clear, accurate, and submitted on-time.
  • Project Closeout: Independently complete project closeout documentation that are accurate, properly documented and on time. Ensures cost share requirements have been met, unallowable costs have been removed, subaward/contract expenses are accounted for, and outstanding obligations have been addressed.
  • Audit: Independently applies compliance with regulations and guidelines and implements/documents internal controls, policies, and procedures. Gather documentation and information for auditors from multiple sources as required.
  • Other duties as assigned or requested.

Qualifications

  • Required: Bachelor's degree in Accounting, Finance, Business Administration or related field or relevant experience and/or education as determined by the company in lieu of bachelor's degree. Knowledge of accounting principles, budget planning, and financial analysis with the ability to interpret and apply fiscal regulations (preferred with focus on clinical research or healthcare). Ability to assess, research, and resolve complex financial and compliance issues while applying sound judgment. This position requires a deep understanding of financial management in a clinical trial setting, expertise in research accounting, and a strong background in compliance and auditing.
  • Preferred: Prior experience in grant, contract and clinical trial financial administration, knowledge of federal agency regulations, policies, and procedures, Uniform Guidance, laws and federal acquisition regulations applicable to research and sponsored programs. Prior experience with clinical trial financial management and/or clinical research billing compliance and regulations.

Skills

  • Organizational and mathematical skills with ability to analyze data, formulate conclusions, demonstrate agility and problem-solving techniques.
  • Strong written and verbal communication skills, ability to lead financial meetings with all levels within the organization and with ability to translate and summarize numbers into an understandable narrative to others.
  • Strong attention to detail with high level of accuracy.
  • Ability to work independently, prioritize and manage large volumes of work to anticipate and meet tight deadlines.
  • Proficiency in financial software and adaptability to new technologies. Understand financial processes and controls including the reconciliations.
  • Proficiency with MS Excel skills such as sorting, pivot tables, filtering, lookups, subtotals, basic formulas.
  • Demonstrated ability to interpret and implement complex regulations, procedures and/or compliance standards.
  • Attention to detail and accuracy.
  • Ability to process and handle confidential information with discretion.

Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job. Compliance Requirement: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.

Pay Range Minimum: $25.10 Pay Range Maximum: $38.91 Base pay is determined by a variety of factors including a candidate's qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations.

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Financial Services - Consulting - Guidewire - Technical Consultant - Manager

89702 Silver City, Nevada EY

Posted 4 days ago

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Job Description

Location: Anywhere in country.

At EY, we're all in to shape your future with confidence.

We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

Guidewire - Technical Consultant - Manager

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

The opportunity

Insurers across the globe are investing heavily in technology-enabled transformation programs. A number of solution "hot spots" exist today, such as in claims, underwriting, policy and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs, recognized by our clients for our insightful thought leadership, pro-activity in meeting their needs and having truly globally integrated capabilities. Typical projects will span the following areas of insurance technology-enabled transformation:

  • Guidewire System Implementation (Policy, Billing, Claims)

  • Enterprise Data Management

  • Reinsurance Accounting and Reporting Operations/Technology

  • Performance Management and Measurement

  • Enterprise Technology Expense Reduction

We assist our clients in designing and implementing solutions to improve their organizations' efficiency and effectiveness in the areas of strategy, people, processes and technology.

Your Key Responsibilities

You'll be responsible for working directly with clients to transform their business problems into technology solutions. The goal is to support our clients' efforts to make their business units more effective and efficient and, where required, provide services in connection with the remediation and mitigation of process risk. You will assist engagement teams through the analysis of specific business requirements for alignment with technology architecture, technology infrastructure design, vendor selection and technology implementation plans that support our clients.

Skills and attributes for success

  • Demonstrate technical capabilities and engineering skills that support the insurance technology system implementation process.

  • Remain current on new developments in services capabilities and industry knowledge

  • Lend specific subject-matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, system design and interfacing requirements

  • Advise clients on a variety of business process services that help identify, assess, manage and measure the organization's capabilities; team with client technology professionals or third-party strategic alliances to provide implementation of technology solutions

  • Collaborate with client engagement teams with diverse skills and backgrounds; foster an innovative and inclusive, team-oriented work environment

To qualify for the role, you must have

  • Bachelor's degree in Computer Science, Engineering, Technology or a related field, with 5+ years of relevant work experience at a Property and Casualty Insurance carrier or consulting firm; or a master's degree in Computer Science, Engineering, Technology or a related field with 3+ years of relevant work experience

  • Previous application experience in any of the following:

  • Guidewire, OneShield, Exigen, MajescoMastek, DuckCreek, FirstBest, Business Objects, Cognos, Informatica

  • Proficiency in one or more of the following competencies:

  • System selection and implementation

  • Definition of business and technical requirements

  • Design of business and technology architecture

  • Application configuration/integration

  • Data mapping, conversion, migration

  • Ability to deliver system implementation through all phases of the project life cycle, including requirements definition, architecture design, conversion and testing; based on a proven methodology

  • Experience in implementing best practices of software engineering processes, code review methodologies, and deploying code optimization tools and techniques.

  • Experience in creating POCs for complex design methodologies and providing alternative solution options, working closely with client counterparts

  • Excellent written and verbal communication skills for technical writing and client presentations

  • Ability to demonstrate strategic thinking through a proven ability to research client inquiries and emerging issues related to regulations, industry practice and new application technologies

  • Travel to client site as necessary

Ideally, you'll also have

  • Experience with management reporting enhancement, business intelligence/decision support, data warehousing/enterprise data design and management, or enterprise application integration

  • Experience in performing impact analyses and driving end-to-end solutions across connecting systems

What we look for

We're interested in self-motivated individuals who can easily function in a high-demand, performance-driven environment. In addition, we're looking for people who recognize the accomplishments of the team before the individual and are sought after as people developers. If you're passionate about problem-solving and helping our clients with some of their most complex issues, this role is for you.

What we offer you

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

  • We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $141,200 to $58,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 169,500 to 294,300. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.

  • Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

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J.P. Morgan Wealth Management - Private Client Advisor - Reno and Sparks, NV

89501 Reno, Nevada JPMorgan Chase Bank, N.A.

Posted 3 days ago

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Job Description

Permanent
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want


Required qualifications, capabilities, and skills

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment


Preferred qualifications, capabilities, and skills

  • Certified Financial Planning (CFP®) certification is preferred
  • Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
Reno,NV $47,520.00 - $7,520.00; Sparks,NV 47,520.00 - 47,520.00

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Financial Planning & Analysis Director

89501 Reno, Nevada Maximus

Posted 22 days ago

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Job Description

Permanent
Description & Requirements

Be part of something great

Maximus is a global organisation that specialises in providing health and employment services to millions of people every year. Here in the UK we employ around 5,000 people across the country to deliver services that have a profound impact on people's lives. From assessments and health services to employability programmes and specialist support, we do work that matters with people who care.

Role Summary

To establish and lead all financial planning, budgeting, forecasting and financial performance analytics activities across the UK business, ensuring alignment between strategic goals, operational delivery and financial outcomes. The role owns the design and implementation of robust FP&A processes, templates and tooling and acts as the financial pillar for enterprise level performance planning and transformation finance.

Essential Duties & Responsibilities

1. Lead the UK wide budgeting, forecasting and financial planning cycles, ensuring clarity of timelines, ownership, interdependencies and assumptions in alignment with the corporation in the US.

2. Develop and own the UK FP&A reporting toolkit including templates, scenario modelling and standardised formats to drive consistency and transparency.

3. Partner with Operational finance teams to translate business performance into actionable insights, ensuring that forecasts, variance analysis and KPIs reflect operational reality.

4. Oversee the Central Services Business partnering activities, ensuring functional overheads (HR, Technology, Legal, Finance etc) are planned and managed effectively with clear accountability and challenge.

5. Lead the Service Operations Finance capability, owning business case financials, cost-to-serve modelling and transformation cost tracking to inform investment and ROI decisions.

6. Drive continuous improvement in finance processes, data flows and tooling, acting as the business lead for any future FP&A technology implementations.

7. Design and implement fit-for-purpose financial structures (e.g. cost centres, attributes, hierarchies) to support the capability based operating model, enabling tracking, planning and decision making through transformation.

Preferred Skills & Qualifications

Essential

• Qualified accountant (CIMA/ACA/ACCA) or equivalent with extensive post-qualification experience in FP&A or commercial finance leadership.

• Proven track record of leading enterprise level financial planning and forecasting processes in complex, matrixed organisations.

• Strong understanding of finance transformation, cost modelling and enabling technology.

Desirable

• Experience in public sector or outsourced services organisations.

• Prior involvement in FP&A system implementation or finance target operating model design.

Individual Competencies

• Strategic Thinking and planning

• Financial Acumen

• Leadership and team development

• Change Management

• Technology and Data Orientation

• Collaboration & Influencing

• Problem Solving and Decision Making

• Business Partnering Mindset

Maximus Competencies

• Embraces Respect.

• Partners Effectively.

• Creates Innovative Solutions.

• Focuses on the Customer.

• Demonstrates Compassion.

• Takes Responsibility & Acts with Integrity.

Travel Requirements

•UK wide as required.

EEO Statement

Maximus is committed to developing, maintaining and supporting a culture of diversity, equity and inclusion throughout the recruitment process. We know that feeling included has a dramatic impact on personal well-being and are working to ensure that no job applicant receives less favourable treatment due to any personal characteristic. Advertisements for posts will include sufficiently clear and accurate information to enable potential applicants to assess their own suitability for the post.

We are a Disability Confident Leader, thanks to our commitment to the recruitment, retention and career development of people with disabilities and long-term conditions. The Disability Confident scheme includes a guaranteed interview for any applicant with a disability who meets the minimum requirements for a job. When you complete your job application you will find a question asking you if you would like to apply under the Disability Confident Guaranteed Interview Scheme. If you feel that you have a disability and apply under this scheme, providing that you meet the essential criteria for the job, you will then be invited for an interview. YourGuaranteed Interview application will only be shared with the hiring manager and the local resourcing team. Where reasonable, Maximus will review and consider adjustments for those applicants who express a requirement for them during the recruitment process.

Minimum Salary

£

110,000.00

Maximum Salary

£

115,000.00

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