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Director of Financial Planning and Analysis - Mass Notification Systems
Posted today
Job Viewed
Job Description
Director of Financial Planning and Analysis - Mass Notification Systems Overview
Salary Range
Position Type
Full Time
DescriptionJoin Us as a Director of Financial Planning & Analysis at Potter Global Technologies
At Potter Global Technologies, we’ve been protecting lives around the world for over 125 years—and we’re just getting started. We’re a global leader in life safety solutions, committed to saving lives through innovative technology and trusted partnerships.
Our vision is for our customers to know us globally as their innovative, easy-to-do-business-with, best-in-class life-safety product partner. And our mission? With a passion for creating safer environments worldwide, our mission is to provide our customers with a team of real people that connect them with reliable expertise in life safety applications.
If you're inspired by purpose, energized by collaboration, and thrive in an environment of feedback, ownership, and experimentation—you’ll feel at home here.
The Director of Financial Planning & Analysis (FP&A) – Mass Notification Systems will serve as a strategic finance leader for the business unit, partnering closely with the Division President and senior leadership to drive informed decision‑making and long‑term growth. This role will oversee budgeting, forecasting, and financial performance management while preparing executive‑level materials for monthly ELT and Board reviews. The Director will develop reporting systems, dashboards, KPIs, and analytical tools that strengthen visibility and operational alignment across the organization. With a focus on efficiency, accuracy, and strategic insight, this leader will provide timely, relevant financial analysis that supports both daily operations and high‑level initiatives. If you’re ready to apply your financial expertise to drive strategic decisions and shape the future of our Mass Notification Systems business, apply now and help lead what’s next. What You’ll Do- Analyze monthly results and report to senior management
- Provide variance analysis versus internal budgets and forecasts
- Coordinate rhythms for analyzing gross margin, production spending, pricing, and SG&A
- Analyze performance trends to update forecasts and guide the Business Unit
- Report monthly and quarterly results in partnership with Finance/Accounting, Business Unit, and Operational teams
- Partner with the Division President to review business unit performance, interpret financial results, and drive improvement initiatives
- Prepare materials for monthly business reviews with the Potter leadership team, including ad‑hoc analytics
- Complete quarterly review packages for the Board of Directors summarizing results and forward‑looking expectations
- Develop and monitor annual budgets and build detailed forecasts supporting strategic objectives
- Drive process improvements to enhance financial results and improve forecast/actual consolidation efficiency
- Support product management through product line reporting, E&O support, SKU rationalization, and Global Product Portfolio support
- Provide financial support for M&A and strategic investment opportunities, including integrating reporting and forecasting routines for new acquisitions
- Take on additional responsibilities as needed to support team goals
Experience That Drives Success
- Bachelor’s degree in Finance, Accounting, or a closely related field required
- MBA or advanced degree preferred
- 8+ years of progressive experience in financial analysis or related finance roles
- Manufacturing industry experience preferred
Key Strengths & Skills
- Experience working with ERP systems and proficiency in Microsoft Excel and PowerPoint (Sage, Salesforce)
- Excellent analytical and problem‑solving skills
- Strong written and verbal communication skills, with the ability to build effective interpersonal relationships
- Ability to analyze and clearly communicate insights, conclusions, and business implications derived from financial analysis
- Skilled in presentation development, with the ability to convey business results and key drivers in a concise yet thorough manner
- Ability to collaborate and interact effectively with all levels of the organization
- Proven ability to prioritize projects and deliver high‑quality results in a fast‑paced environment
- Experience working with a private equity sponsor/owner is a plus
- Ability to think strategically about business decisions and issues (e.g., cost/benefit)
- Hands‑on “Player‑Coach” who is willing to dive into the details
- Demonstrated ability to work independently in a result‑oriented environment
Our Culture
- We build strong relationships—with teammates, partners, and customers
- We take pride in knowing every product we build serves the purpose of protecting lives
- We listen actively, coach frequently, and own our results
- We foster innovation, value curiosity, and believe that experimentation is part of growth
- We create a welcoming and inclusive space where everyone belongs
- We take ownership of our work—quality and safety are at the core of what we do
- Employee Ownership Program – You’re not just an employee—you’re an owner. We share success together.
- Competitive health, dental, and vision plans
- 401(k) with company match
- Generous paid time off and holidays
- Continuous learning and development opportunities
- Financial Wellness programs including complimentary Certified Financial Planner sessions
- Recognition programs that celebrate individual and team wins
- A mission-driven team that supports life‑saving outcomes, every day
This is a full‑time, on‑site role based out of our location in Roanoke, VA.
Ready to Apply?Ready to make a real impact? If you’re driven, curious, and excited to grow with a team that’s changing the world—and where you’re not just an employee but an owner—we want you on board!
Join us, and let’s create safer environments together—making a global difference you’ll be proud to own.
#J-18808-LjbffrIs this job a match or a miss?
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Director of Financial Planning and Analysis - Mass Notification Systems
Posted today
Job Viewed
Job Description
Overview
Join Us as a Director of Financial Planning & Analysis at Potter Global Technologies
At Potter Global Technologies, we’ve been protecting lives around the world for over 125 years—and we’re just getting started. We’re a global leader in life safety solutions, committed to saving lives through innovative technology and trusted partnerships. Our vision is for our customers to know us globally as their innovative, easy-to-do-business-with, best-in-class life-safety product partner. And our mission? With a passion for creating safer environments worldwide, our mission is to provide our customers with a team of real people that connect them with reliable expertise in life safety applications. If you’re inspired by purpose, energized by collaboration, and thrive in an environment of feedback, ownership, and experimentation—you’ll feel at home here.
The Director of Financial Planning & Analysis (FP&A) – Mass Notification Systems will serve as a strategic finance leader for the business unit, partnering closely with the Division President and senior leadership to drive informed decision‑making and long‑term growth. This role will oversee budgeting, forecasting, and financial performance management while preparing executive‑level materials for monthly ELT and Board reviews. The Director will develop reporting systems, dashboards, KPIs, and analytical tools that strengthen visibility and operational alignment across the organization. With a focus on efficiency, accuracy, and strategic insight, this leader will provide timely, relevant financial analysis that supports both daily operations and high‑level initiatives. If you’re ready to apply your financial expertise to drive strategic decisions and shape the future of our Mass Notification Systems business, apply now and help lead what’s next.
What You’ll Do- Analyze monthly results and report to senior management
- Provide variance analysis versus internal budgets and forecasts
- Coordinate rhythms for analyzing gross margin, production spending, pricing, and SG&A
- Analyze performance trends to update forecasts and guide the Business Unit
- Report monthly and quarterly results in partnership with Finance/Accounting, Business Unit, and Operational teams
- Partner with the Division President to review business unit performance, interpret financial results, and drive improvement initiatives
- Prepare materials for monthly business reviews with the Potter leadership team, including ad‑hoc analytics
- Complete quarterly review packages for the Board of Directors summarizing results and forward‑looking expectations
- Develop and monitor annual budgets and build detailed forecasts supporting strategic objectives
- Drive process improvements to enhance financial results and improve forecast/actual consolidation efficiency
- Support product management through product line reporting, E&O support, SKU rationalization, and Global Product Portfolio support
- Provide financial support for M&A and strategic investment opportunities, including integrating reporting and forecasting routines for new acquisitions
- Take on additional responsibilities as needed to support team goals
What You Bring
Experience That Drives Success- Bachelor’s degree in Finance, Accounting, or a closely related field required
- MBA or advanced degree preferred
- 8+ years of progressive experience in financial analysis or related finance roles
- Manufacturing industry experience preferred
- Experience working with ERP systems and proficiency in Microsoft Excel and PowerPoint (Sage, Salesforce)
- Excellent analytical and problem‑solving skills
- Strong written and verbal communication skills, with the ability to build effective interpersonal relationships
- Ability to analyze and clearly communicate insights, conclusions, and business implications derived from financial analysis
- Skilled in presentation development, with the ability to convey business results and key drivers in a concise yet thorough manner
- Ability to collaborate and interact effectively with all levels of the organization
- Proven ability to prioritize projects and deliver high‑quality results in a fast‑paced environment
- Experience working with a private equity sponsor/owner is a plus
- Ability to think strategically about business decisions and issues (e.g., cost/benefit)
- Hands‑on “Player‑Coach” who is willing to dive into the details
- Demonstrated ability to work independently in a result‑oriented environment
- We build strong relationships—with teammates, partners, and customers
- We take pride in knowing every product we build serves the purpose of protecting lives
- We listen actively, coach frequently, and own our results
- We foster innovation, value curiosity, and believe that experimentation is part of growth
- We create a welcoming and inclusive space where everyone belongs
- We take ownership of our work—quality and safety are at the core of what we do
- Employee Ownership Program – You’re not just an employee—you’re an owner. We share success together.
- Competitive health, dental, and vision plans
- 401(k) with company match
- Generous paid time off and holidays
- Continuous learning and development opportunities
- Financial Wellness programs including complimentary Certified Financial Planner sessions
- Recognition programs that celebrate individual and team wins
- A mission-driven team that supports life-saving outcomes, every day
This is a full‑time, on‑site role based out of our location in Roanoke, VA.
Ready to Apply?Ready to make a real impact? If you’re driven, curious, and excited to grow with a team that’s changing the world—and where you’re not just an employee but an owner—we want you on board!
Join us, and let’s create safer environments together—making a global difference you’ll be proud to own.
#J-18808-LjbffrIs this job a match or a miss?
Note: If you’re asked to pay for a job, avoid the role and report the job to us immediately.
Job Description
Company :
enGen
Job Description :
Job SummaryThis job is responsible for configuring, rolling out, and supporting the assigned Epic Orders application(s). Responsibilities include business/systems analysis, requirements definition and documentation, system design, and problem resolution. The analyst communicates with system end-users to understand issues and implement solutions.
Essential Responsibilities- Plans, designs/builds, tests, implements, and supports the needs of Epic Orders software.
- Analyzes and determines system requirements and specifications. Performs and documents workflow analysis while evaluating user experience. Supports and maintains environments or applications using domain knowledge. Creates and maintains documentation and training materials regarding the implementation of applications.
- Using knowledge of Epic, configures changes within the Epic environments to provide standardized, comprehensive workflows. Corrects issues, conducts routine maintenance, updates systems with new functionality to meet the end user's needs, and implements new technologies. Provides guidance and support to end-users to enhance the use of Epic, and offers solutions to resolve end-user system issues.
- Contributes to and manages small to medium projects independently. Updates stakeholders as appropriate on a timely basis regarding progress on assigned tasks, projects, and issues.
- Conducts problem-solving and root cause analysis to resolve routine to moderately complex problems. Identifies solutions and completes documentation.
- 3 years of systems administration experience within one or more Epic modules.
- Orders Transmittal experience is Highly preferred
- 3 years of experience in the healthcare industry
- Ability to handle analysis, design, system configuration and testing tasks at basic to moderate levels of complexity
- Excellent customer service skills
- Uses critical thinking skills for assigned tasks
- Highly effective written and verbal communication and interpersonal skills to establish working relationships that foster optimal teamwork.
- Strong organizational skills in managing priorities
- Demonstrates knowledge of project management principles as they relate to assigned tasks
- Associates
- 2 years of relevant work experience in lieu of an Associate's Degree
- Candidates should be open to further Epic education with Bugsy or Orders Transmittal
- Bachelor’s degree in Computer Science, Information Systems, Healthcare or relevant experience.
- Epic Application Certification within 6 months.
- Epic orders certification or accreditation
None
Travel Requirement0% - 25%
Physical, Mental Demands and Working ConditionsPosition Type
Remote
Teaches / trains others
Occasionally
Travel from the office to various work sites or from site-to-site
Rarely
Works primarily out-of-the office selling products/services (sales employees)
Never
Physical work site required
No
Lifting: up to 10 pounds
Constantly
Lifting: 10 to 25 pounds
Occasionally
Lifting: 25 to 50 pounds
Rarely
Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.
Compliance Requirement: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.
As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy.
Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.
Pay Range Minimum$57,700.00
Pay Range Maximum$107,800.00
Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets.
Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.
For accommodation requests, please contact HR Services Online at
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Req ID: J
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Job Description
Job Description
We are sharing a specialised part-time consulting opportunity for professionals experienced in financial analysis, financial modeling, forecasting, financial statement analysis, budgeting, variance analysis, and structured finance workflow review.
This role supports current and upcoming remote consulting opportunities focused on financial model review, forecast assessment, budgeting workflows, variance analysis, statement review, finance deliverable evaluation, and high-quality project execution. Selected professionals will apply their finance expertise to review realistic financial scenarios, evaluate analytical outputs, prepare structured written feedback, and support accurate, evidence-based finance workflow tasks.
Key Responsibilities
Professionals in this role may contribute to:
Financial Modeling & Forecasting Review
- Review scenarios involving financial models, forecasts, operating plans, revenue projections, expense planning, and business assumptions
- Evaluate financial outputs against source data, model logic, business drivers, and documented review criteria
- Support structured review of Excel models, forecast files, KPI summaries, planning materials, and management finance outputs
- Identify missing assumptions, calculation issues, formula gaps, and expected financial review outcomes
Financial Statement & Business Performance Analysis
- Review materials involving income statements, balance sheets, cash flow statements, management reports, and business performance summaries
- Evaluate financial statement analysis for accuracy, clarity, completeness, and alignment with underlying data
- Support structured review of ratios, trends, profitability analysis, cash flow interpretation, and business performance commentary
- Prepare clear written feedback based on source materials and verifiable criteria
Budgeting, Variance & Finance Workflow Support
- Review scenarios involving budgeting, budget-to-actual analysis, variance explanations, department planning, and recurring finance workflows
- Evaluate variance analysis against financial records, business context, operating assumptions, and expected reporting standards
- Provide structured feedback on finance outputs, model quality, analytical reasoning, and communication clarity
- Maintain accuracy, consistency, and professional judgment across submitted work
Ideal Profile
Strong candidates may have:
- Professional experience in financial analysis, FP&A, corporate finance, accounting, investment analysis, business analysis, strategic finance, or related finance roles
- Background in one or more areas such as financial modeling, forecasting, financial statement analysis, budgeting, variance analysis, KPI reporting, or management reporting
- Familiarity with finance workflows involving models, budgets, forecasts, variance bridges, financial statements, dashboards, and executive finance summaries
- Comfort reading and preparing finance artifacts such as Excel models, budget files, forecast packs, management reports, variance analyses, and financial summaries
- Strong written communication skills
- Ability to work independently in a remote, project-based environment
Educational Background
- A degree or professional background in finance, accounting, economics, business administration, mathematics, statistics, or a related analytical field is helpful
- CFA progress, CPA progress, MBA, FP&A experience, or equivalent finance training is highly relevant
- Equivalent practical experience in financial analysis, corporate finance, accounting, FP&A, or business analysis is also valuable
Nice to Have
- Experience in corporate finance, FP&A, investment analysis, accounting, consulting, banking, startups, SaaS finance, or business analytics environments
- Familiarity with Excel, Google Sheets, Power BI, Tableau, SQL, financial planning systems, ERP systems, or dashboarding tools
- Experience preparing or reviewing financial models, forecasts, budgets, variance reports, KPI dashboards, financial statement analyses, or executive finance materials
- Strong attention to detail in numbers-heavy, model-heavy, and reporting-focused finance environments
Why This Opportunity
- Apply financial analysis expertise to structured remote project work
- Contribute to high-quality finance model review, forecasting assessment, budgeting analysis, and variance evaluation
- Work on flexible assignments aligned with your finance background
- Use your analytical judgment in a focused, detail-oriented review environment
- Remote structure with competitive hourly compensation
Contract Details
- Independent contractor role
- Fully remote with flexible scheduling
- Part-time commitment depending on project availability
- Competitive rates between $75–$110 per hour depending on expertise
- Weekly payments via Stripe or Wise
- Projects may be extended, shortened, or adjusted depending on scope and performance
- Work will not involve access to confidential or proprietary information from any employer, client, or institution
About the Platform
This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.
By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy:
Is this job a match or a miss?
Note: If you’re asked to pay for a job, avoid the role and report the job to us immediately.
Remote | Investment Research & Financial Analysis Associate -- $110-$125/hour
Posted today
Job Viewed
Job Description
Job Description
We are sharing a specialised part-time consulting opportunity for finance professionals experienced in investment research, financial analysis, valuation, public markets research, financial modeling, and structured investment workflow review.
This role supports current and upcoming remote consulting opportunities focused on structured investment research review, equity and macroeconomic analysis, financial model assessment, valuation documentation, earnings review, risk assessment, and high-quality project execution. Selected professionals will apply their investment analysis skills to review realistic financial research scenarios, evaluate investment reasoning, prepare structured written outputs, and support accurate, evidence-based investment research tasks.
Key Responsibilities
Professionals in this role may contribute to:
Equity & Macroeconomic Research
- Conduct or review equity research across companies, sectors, industries, and public market themes
- Analyze earnings reports, company filings, market data, macroeconomic indicators, and investment research materials
- Support structured review of company profiles, sector notes, market summaries, and investment research outputs
- Identify missing context, unsupported assumptions, market drivers, and expected investment research outcomes
Financial Modeling & Valuation Review
- Review financial models involving DCF analysis, comparable company analysis, scenario analysis, operating assumptions, and valuation outputs
- Evaluate model logic against source data, financial statements, valuation techniques, and documented assumptions
- Support structured review of Excel-based models, valuation summaries, sensitivity tables, and investment case materials
- Prepare clear written explanations for financial analysis and valuation decisions based on source materials and verifiable criteria
Investment Thesis & Risk Assessment Support
- Assist with reviewing investment theses, risk assessments, market reasoning, and recommendation-style outputs
- Evaluate investment research materials for financial accuracy, analytical quality, clarity, and reasoning structure
- Support structured feedback on thesis development, downside risks, catalysts, and valuation narratives
- Maintain accuracy, consistency, and professional judgment across submitted work
Ideal Profile
Strong candidates may have:
- 1–3 years of experience in investment banking, equity research, asset management, buy-side research, corporate finance, transaction advisory, valuation, or related finance roles
- Strong understanding of financial statements, valuation techniques, accounting basics, and public market research
- Experience with Excel-based financial modeling, DCF analysis, comparable company analysis, scenario analysis, or earnings review
- Familiarity with tools and sources such as Excel, Google Sheets, company filings, earnings transcripts, Yahoo Finance, Koyfin, Bloomberg, Capital IQ, FactSet, or similar research platforms
- Comfort reading and preparing finance artifacts such as financial models, investment notes, valuation summaries, earnings reviews, risk assessments, and research memos
- Clear written communication skills and ability to explain financial reasoning clearly
- Ability to follow structured instructions and produce evidence-based work
Educational Background
- A degree or professional background in finance, economics, accounting, business administration, mathematics, statistics, investment management, or a related quantitative field is helpful
- Equivalent practical experience in investment research, financial analysis, valuation, investment banking, equity research, or public markets analysis is also highly relevant
Nice to Have
- CFA Level I or II progress, finance certifications, investment research training, or valuation-focused coursework
- Exposure to public equities, asset management, buy-side research, market analysis, or portfolio research workflows
- Experience with Python, SQL, data analysis, financial datasets, or research automation tools
- Experience preparing or reviewing DCF models, comps analyses, earnings notes, investment memos, scenario analyses, or market summaries
- Strong attention to detail in model-heavy, data-heavy, and research-focused finance environments
Why This Opportunity
- Apply investment research and financial analysis skills to structured remote project work
- Contribute to high-quality financial modeling review, equity research assessment, and investment reasoning workflows
- Work on flexible, project-based assignments aligned with your finance background
- Use your analytical judgment in a focused, detail-oriented research environment
- Remote structure with competitive hourly compensation
Contract Details
- Independent contractor role
- Fully remote with flexible scheduling
- Part-time commitment of approximately 10–20 hours per week depending on project availability
- Competitive rates between $110–$125 per hour depending on expertise
- Weekly payments via Stripe or Wise
- Projects may be extended, shortened, or adjusted depending on scope and performance
- Work will not involve access to confidential or proprietary information from any employer, client, or institution
About the Platform
This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.
By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy:
Is this job a match or a miss?
Note: If you’re asked to pay for a job, avoid the role and report the job to us immediately.
Systems analyst with SQL and Reference data must- Boston- w2 only no corps
Posted today
Job Viewed
Job Description
3 days ago Be among the first 25 applicants
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Direct message the job poster from Yoh, A Day & Zimmermann Company
Please contact
Renu Goel
Reference Data exp and SQL must. local to Boston preferred
Location: Boston, MA or remote
Client: Financial firm
Type: Contract
W2 only no corps
Client Analyst with investment management experience.
Remote or Boston
- Review and validate BRDs for the Client CRM
- Review data spec that will sit alongside the BRD for Client CRM
- Review the proposed CRM data model to ensure it aligns with broader business requirements
- Review and provide feedback on the CRM data mapping and migration plan
- Collaborate on how the CRM will integrate with other systems from a data perspective, including the creation of a data flow diagram (EA also)
- Confirm data sources & calculations
- Advise on data ownership and stewardship
- Provide test datasets& a framework for testing the data migration and flows to ensure everything works as intended before going live
- Manage data cleansing & validation processes within MDM, relating to Client CRM data
- Opine on a plan for maintaining data quality and governance post-implementation, including regular audits and updates
- Ongoing: Evolve Client and Client Portfolios Masters with new attributes, as required
- Review and provide feedback on the access and permissions model to ensure that data access aligns with business needs and security protocols (Compliance also)
I believe the CRM is Dynamics on the Sales Side and Smart Sheets on the Client Side. This is focused on the client side.
This person will need to understand what we need to do to collect the client related data from a client management perspective. Client lifecycle Management
Once a client signs the contract and get onboarded, how do we get their portfolios set up, client reporting, what are the reference data and other data that needs to be there.
How do we need to sunset a client?
What needs to go into different systems?
They need to work autonomously and have an opinion
We are ready to engage a client analyst into the team. Providing a high-level description of what the role would be, but please keep in mind that this person will continue beyond CRM to be the primary support analyst for the client workstream that will include client master and client reporting. We need a senior resource who can run fairly independently.
- Review and validate BRDs for the Client CRM
- Review data spec that will sit alongside the BRD for Client CRM
- Review the proposed CRM data model to ensure it aligns with broader business requirements
- Review and provide feedback on the CRM data mapping and migration plan
- Collaborate on how the CRM will integrate with other systems from a data perspective, including the creation of a data flow diagram (EA also)
- Confirm data sources & calculations
- Advise on data ownership and stewardship
- Provide test datasets& a framework for testing the data migration and flows to ensure everything works as intended before going live
- Manage data cleansing & validation processes within MDM, relating to Client CRM data
- Opine on a plan for maintaining data quality and governance post-implementation, including regular audits and updates
- Ongoing: Evolve Client and Client Portfolios Masters with new attributes, as required
- Review and provide feedback on the access and permissions model to ensure that data access aligns with business needs and security protocols (Compliance also)
Estimated Min Rate : $52.50
Estimated Max Rate : $75.00
What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
- Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
- Health Savings Account (HSA) (for employees working 20+ hours per week)
- Life & Disability Insurance (for employees working 20+ hours per week)
- MetLife Voluntary Benefits
- Employee Assistance Program (EAP)
- 401K Retirement Savings Plan
- Direct Deposit & weekly epayroll
- Referral Bonus Programs
- Certification and training opportunities
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. Seniority level
- Seniority level Not Applicable
- Employment type Contract
- Job function Information Technology
- Industries Banking
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Remote Financial Systems Analyst | Aderant & IntApp Expert
Posted 1 day ago
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Pega Business Systems Analyst, Constellation - Remote
Posted 4 days ago
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Job Description
**Category:** Software Development/ Engineering
**Main location:** United States, Remote
**Position ID:** J
**Employment Type:** Full Time
**Position Description:**
We're a passionate team of tech enthusiasts and professionals on a mission to reshape the future. We've got everything from cutting-edge projects that challenge your skills to a supportive and inclusive work environment that fuels your growth. Plus, we offer unparalleled opportunities for professional development, empowering you to stay at the forefront of the ever-evolving tech landscape.
We are on the lookout for seasoned Pega Senior Business Systems Analysts with strong App Studio + Constellation experience to join our team. As a Pega Senior Business Systems Analyst you play a key role in the migration from Pega Cosmos to Constellation. The right person will be a 60% Business Architect and have a 40% System Architect mindset.
You will be responsible for bridging business UX ideas and Constellation reality, shaping work before it hits development and preventing rework. If you're a passionate self-starter ready to make a real impact, CGI is the perfect fit for you. Don't miss this chance to elevate your career - apply now!
**Your future duties and responsibilities:**
UX → Constellation Translation (Primary Responsibility)
o Convert business-defined UX concepts into:
o Case types, stages, and steps
o Views and view configurations
o Data objects and relationships
o Ensure designs align with Constellation patterns and constraints
o Challenge and refine UX designs that are not feasible in Constellation
Case Design & Modeling
o Lead creation and refinement of:
o Case life cycles
o Personas and user journeys
o Data models (case + data objects)
o Simplify and standardize workflows to fit Constellation best practices
o Identify opportunities for reuse across case types
App Studio Configuration Leadership
o Drive design and configuration using App Studio (not Dev Studio-first mindset)
o Define:
o Views (forms, fields, layouts)
o Assignments and processes
o Partner with SSAs to ensure clean handoff for any advanced logic
Design Governance & Guardrails
o Enforce Constellation-aligned design decisions:
o Avoid unnecessary customization
o Prevent "Cosmos-style" UI thinking
o Ensure solutions adhere to:
o Pega guardrails
o Reusability and maintainability standards
o Act as the first line of defense before escalation to LSA
Business Collaboration & Playback
o Facilitate:
o Design workshops
o Playback/demo sessions
o Translate business feedback into actionable configuration changes
o Educate stakeholders on:
o What Constellation can and cannot do
o Trade-offs in design decisions
Collaboration with LSA & Engineering
o Partner with LSA on:
o Design decisions impacting architecture
o Data model alignment
o Work with SSAs/SAs to:
o Clarify requirements
o Ensure accurate implementation
o Identify when requirements require:
o Custom components
o Integration changes
Backlog Shaping & Story Definition
o Create and refine user stories with:
o Clear acceptance criteria
o Constellation-aware design context
o Ensure stories are:
o Build-ready
o Free of ambiguity
o Prioritize work with product owners
**Required qualifications to be successful in this role:**
. 6-10 years total Pega, with at least 1-2 real Constellation implementations, and strong BSA + App Studio experience.
Desired qualifications/non-essential skills required
. Strong personal initiative, drive, motivated to learn.
. Strong written and communication skills
. Banking experience
Other Information:
CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set, level, experience, relevant training, and licensure and certifications. To support the ability to reward for merit-based performance, CGI typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for this role in the U.S. is $79,600.00 - $176,300.00.
CGI's benefits are offered to eligible professionals on their first day of employment to include:
. Competitive compensation
. Comprehensive insurance options
. Matching contributions through the 401(k) plan and the share purchase plan
. Paid time off for vacation, holidays, and sick time
. Paid parental leave
. Learning opportunities and tuition assistance
. Wellness and Well-being programs
\#LI-GA1
**Skills:**
+ Business Architecture
+ Data Modeling
+ Process Design
**What you can expect from us:**
**Together, as owners, let's turn meaningful insights into action.**
Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because.
You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction.
Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.
You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
Come join our team-one of the largest IT and business consulting services firms in the world.
Qualified applicants will receive consideration for employment without regard to their race, ethnicity, ancestry, color, sex, religion, creed, age, national origin, citizenship status, disability, pregnancy, medical condition, military and veteran status, marital status, sexual orientation or perceived sexual orientation, gender, gender identity, and gender expression, familial status or responsibilities, reproductive health decisions, political affiliation, genetic information, height, weight, or any other legally protected status or characteristics to the extent required by applicable federal, state, and/or local laws where we do business.
CGI provides reasonable accommodations to qualified individuals with disabilities. If you need an accommodation to apply for a job in the U.S., please email the CGI U.S. Employment Compliance mailbox at . You will need to reference the Position ID of the position in which you are interested. Your message will be routed to the appropriate recruiter who will assist you. **Please note, this email address is only to be used for those individuals who need an accommodation to apply for a job. Emails for any other reason or those that do not include a Position ID will not be returned.**
We make it easy to translate military experience and skills! Clickhere ( to be directed to our site that is dedicated to veterans and transitioning service members.
All CGI offers of employment in the U.S. are contingent upon the ability to successfully complete a background investigation. Background investigation components can vary dependent upon specific assignment and/or level of US government security clearance held. Dependent upon role and/or federal government security clearance requirements, and in accordance with applicable laws, some background investigations may include a credit check. CGI will consider for employment qualified applicants with arrests and conviction records in accordance with all local regulations and ordinances.
CGI will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with CGI's legal duty to furnish information.
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Systems Management Analyst - Remote
Posted 4 days ago
Job Viewed
Job Description
**Job category:** Technology
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start **Caring. Connecting. Growing together.**
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week.
**Primary Responsibilities:**
+ Working on Epic Hospital Billing and/or Professional Billing configuration changes and build by maintaining industry and client standards ensuring build quality and timeline adherence as well as debugging and resolving any issues/defects
+ Translate user requirements into functional and technical design specifications and review with client(s) to ensure accuracy
+ Serve as a mentor/subject matter expert to local and client-based team members
+ Participate in medium to large complexity Epic software upgrade initiatives or enhancements to workflows including the design, build, and test phases
+ Participate in design and validation sessions and ensure appropriate documentation, follow-up and issue escalation occurs
+ Function as a liaison between Operations, Information Technology (IT) and Third-Party Systems
+ Provide support of application incidents reported through the help desk
+ Provide assigned support during go-lives and system upgrades
+ Obtain and maintain in-depth knowledge of software functionality; acquire and utilize knowledge of operational workflows to be implemented
+ Perform in-depth analysis of workflows, data collection, report details, and other technical issues associated with Epic software
+ Work with trainers to develop and maintain application specific training curriculum and materials
+ Adhere to organization standards for system configuration and change control
+ Develop solid relationships with end user communities, customers and business partners
+ Attend, participate in, and contribute to various project meetings
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
**Required Qualifications:**
+ Undergraduate degree or equivalent experience
+ Active / current certification in Epic Resolute Hospital Billing and/or Epic Resolute Professional Billing
+ 4+ years of healthcare experience
+ 4+ years of Direct client healthcare domain knowledge such as billing, payment posting, self-pay/insurance follow up, denial management, customer service or vendor management
+ 4+ years of Subject Matter Expertise (SME) in relevant applications
+ 4+ years of knowledge of revenue cycle metrics, KPIs, and process improvement techniques relative to these areas
+ 2+ years Epic Experience and direct client experience
**Preferred Qualifications:**
+ Completed Epic CEE (Continued Epic Education) to maintain certifications, proficiencies, and badges
+ Epic Certification in Reimbursement Contracts
+ Epic Certification in Claims
+ Epic Patient Estimates Badge or equivalent experience
+ 4+ years of knowledge in policies and procedures related to Revenue Cycle operational functions
+ 2+ years of demonstrated ability and history of team management (informal or formal), cross-team communication and leadership skills
+ Proficiency with MS Excel, Visio, PowerPoint and SharePoint
+ Proven subject matter expertise in Epic Security for Hospital Billing and/or Professional Billing
*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $72,800 - $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.
**Application Deadline:** This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
_At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._
_UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._
_UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._
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Job Description
The Senior Analyst - Business Systems is a highly functional, data‑driven role, not a traditional systems or cybersecurity position. This role requires deep understanding of business data, what the data means, and how it is used to drive pricing, cost, and operational decisions. Success in this role comes from learning the business over time-it typically takes a year or more to fully understand how the organization operates and how data supports decision‑making. Candidates with experience in cost, pricing, or price optimization will be especially successful.
Key Responsibilities
Develop, deploy, and support business applications that automate manual processes and reporting for assigned business units
Work closely with business stakeholders to understand functional workflows, data meaning, and business context
Analyze business processes to identify gaps, inefficiencies, and automation opportunities
Design and implement functional solutions that improve data accuracy, visibility, and usability
Develop, debug, release, and support enterprise systems.
Validate, query, and troubleshoot data to ensure it is accurate, timely, and meaningful
Maintain and support SQL Server databases, jobs, and related processes
Provide ad‑hoc and recurring reporting to enable better business decisions
Partner cross‑functionally to translate business needs into scalable, maintainable solution
INTERNAL NOTES!
Understanding what the data represents, not just how it moves
Functional business knowledge over pure technical depth
Data validation, querying, and analysis
Automation of reporting and manual business processes
Pricing, cost, and operational metrics (where applicable)
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
Bachelor's degree in IT, Computer Science, MIS, Math, or Data Analytics
4-6 years of experience developing and delivering business or data-driven technology solutions
Strong experience with SQL and data analysis
Proven ability to understand, validate, and interpret business data
Experience working directly with business stakeholders
Experience with JIRA
Excellent communication skills with the ability to explain complex concepts clearly - Requirements Documentation.
Strong problem-solving and analytical thinking skills Background in pricing, cost analysis, or price optimization
Experience as a pricing analyst or financial analyst with strong technical skills
Hands-on experience with RPA tools (Microsoft Power Automate / UiPath)
Distribution or supply chain industry experience
Data mining and advanced reporting experience
Project planning or light project management experience
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