1,246 Underwriters jobs in the United States
MCA ISOS / BROKERS / UNDERWRITERS HIRING
Posted 2 days ago
Job Viewed
Job Description
**Hiring Experienced Cash Advance Professionals:**
- **Brokers**
- **ISOs (Fund Managers)**
- **Underwriters / Admins**
**Wolf Capital Global specializes in:**
- High payouts
- Bonuses
- Overrides for your managing team
- Warm leads (direct submission)
- Syndication opportunities for employees only
**We offer a unique CRM for our employees with deals/offers already on the screen. Every merchant has already inquired with us and needs a representative to call and give them an offer.**
**This system eliminates cold calling and unqualified merchants who don't seek funding.**
**Wolf Capital Global is a family-like environment. We pride ourselves on quality business and a strong reputation.**
**Inquire with us today!**
Requirements:- Experience: Required
- Languages: English Advanced
- Employment: Full-time
- Schedule: Monday - Friday
- Salary: $100,000 $500,000 yearly
We are an experienced MCA firm with multiple years of building client relationships one at a time. We provide a concierge-like service that fosters referrals. Everyone is treated like family, and we're a team always.
#J-18808-LjbffrCustomer Service Representative - Continental Underwriters

Posted 8 days ago
Job Viewed
Job Description
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st Shift (United States of America)
**Please review the following job description:**
Invoices policies, coordinate the servicing of new and renewal accounts from the time of binding for Property and Inland Marine Insurance according to Company guidelines and anticipate/prevent issues and problems as necessary. Provides high quality professional service to Agents and Companies.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Underwrite renewal business with minimal supervision of an underwriter.
2. Accurately explain liability and other program coverages to clients and prospective clients.
3. Provide necessary instruction to Underwriting Clerks and Policy Typists.
4. Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.
5. Conduct Ratings for new and renewal business.
6. Manage all account documentation.
7. Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).
8. Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and Company guidelines.
9. Establish New Submissions in the clearance system and handle according to established procedures.
10. Produce cancellation and non-renewal notices according to statutory and contractual requirements.
11. Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal established procedures.
12. Maintain pending/suspense system per established procedures.
13. Maintain account files in accordance with company policy.
14. Perform other duties as assigned.
**QUALIFICATIONS**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. College degree with a concentration in business or equivalent work experience
2. One year of wholesale insurance experience
3. State specific Insurance License required
4. Underwriting Clerk experience or three years of general insurance experience
5. Must be able to understand and analyze necessary components of insurance policies
6. Must have knowledge of commercial multi-line underwriting and rating
7. Must have ability to use company automation to include Windows, Delphi, Word, DocuCorp, and Rackley ISO Rating Software
8. Ability to develop, foster, and maintain an excellent working relationship with clients
9. Ability to work in a team environment essential
10. Maintain current knowledge of the insurance industry
11. Good written and verbal skills
12. Ability to work extended hours when necessary
**General Description of Available Benefits for Eligible Employees of TIH Insurance:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our site ( . Depending on the position and division, this job may also be eligible for TIH's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace._**
EEO is the Law ( Pay Transparency Nondiscrimination Provision E-Verify ( CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.
Why CRC Group?
- Growth: Advance your career with our learning and leadership development programs.
- Innovation: Work in a forward-thinking environment that values new ideas.
- Community: Be part of a supportive team that celebrates success together.
- Benefits: Enjoy competitive compensation, health benefits, and retirement plans.
Who We're Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
Customer Service Representative - Continental Underwriters

Posted 8 days ago
Job Viewed
Job Description
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st Shift (United States of America)
**Please review the following job description:**
Invoices policies, coordinate the servicing of new and renewal accounts from the time of binding for Property and Inland Marine Insurance according to Company guidelines and anticipate/prevent issues and problems as necessary. Provides high quality professional service to Agents and Companies.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Underwrite renewal business with minimal supervision of an underwriter.
2. Accurately explain liability and other program coverages to clients and prospective clients.
3. Provide necessary instruction to Underwriting Clerks and Policy Typists.
4. Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.
5. Conduct Ratings for new and renewal business.
6. Manage all account documentation.
7. Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).
8. Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and Company guidelines.
9. Establish New Submissions in the clearance system and handle according to established procedures.
10. Produce cancellation and non-renewal notices according to statutory and contractual requirements.
11. Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal established procedures.
12. Maintain pending/suspense system per established procedures.
13. Maintain account files in accordance with company policy.
14. Perform other duties as assigned.
**QUALIFICATIONS**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. College degree with a concentration in business or equivalent work experience
2. One year of wholesale insurance experience
3. State specific Insurance License required
4. Underwriting Clerk experience or three years of general insurance experience
5. Must be able to understand and analyze necessary components of insurance policies
6. Must have knowledge of commercial multi-line underwriting and rating
7. Must have ability to use company automation to include Windows, Delphi, Word, DocuCorp, and Rackley ISO Rating Software
8. Ability to develop, foster, and maintain an excellent working relationship with clients
9. Ability to work in a team environment essential
10. Maintain current knowledge of the insurance industry
11. Good written and verbal skills
12. Ability to work extended hours when necessary
**General Description of Available Benefits for Eligible Employees of TIH Insurance:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our site ( . Depending on the position and division, this job may also be eligible for TIH's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace._**
EEO is the Law ( Pay Transparency Nondiscrimination Provision E-Verify ( CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.
Why CRC Group?
- Growth: Advance your career with our learning and leadership development programs.
- Innovation: Work in a forward-thinking environment that values new ideas.
- Community: Be part of a supportive team that celebrates success together.
- Benefits: Enjoy competitive compensation, health benefits, and retirement plans.
Who We're Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
Underwriter Lead - Commercial Insurance - Community Association Underwriters
Posted 3 days ago
Job Viewed
Job Description
Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: >.
SUMMARY
Responsible for reviewing, underwriting and rating broker submissions for new and renewal business. Ensures content of submissions is complete; obtains additional information from Retail Producers and Account Managers as needed. Markets to carrier to obtain quotes, negotiate pricing, define coverage's, and determine commissions
ESSENTIAL DUTIES AND RESPONSIBILITIES
Evaluates new and renewal business in accordance with established underwriting guidelines in order to achieve goals of profit, rate and growth;
Manages preparation of program renewal specifications and distribution to markets;
Participates in all appropriate committees as recognized in managed programs;
Works with program's insurance/reinsurance markets to formalize and implement annual business plan;
Manages renewal expiration lists and creates timelines for renewals;
Reviews policies and endorsements to identify errors or omissions to ensure agreement with binding order; reviews for discrepancies with application, quote, proposal, and/or binder;
Orders necessary reports such as credit, location, motor vehicle, and/or inspection reports, as well as building cost estimates;
Analyzes inspection reports to accept or reject new business;
Coordinates the preparation of policy delivery with all related documents;
Issues policies and endorsements; binds coverage and coordinates binders/evidences;
Technical expert assisting management, staff, producers, carriers and account managers with resolving complex issues;
Coordinates the preparation and distribution of management reports;
Maintains and manages coverage bordereaux;
Manages and delegates work to underwriters, assistant underwriters and administrative staff; monitors to ensure timely and accurate completion;
Maintains updated logs; submissions, written or lost business;
Maintains files, historical data and client suspense; conducts follow-ups as appropriate;
Coordinates underwriting audits;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
Performs other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree Or equivalent combination of education and experience
Eight (8) or more years Related work experience
knowledge of insurance industry and prior supervisory experience
Valid Insurance License
Must continue to meet requirements for license renewal
DL NUMBER - Driver License, Valid and in State
SKILLS
Excellent verbal and written communication skills
Good customer service skills, including telephone and listening skills
Good problem solving and time management skills
Ability to work within a team and to foster teamwork
Excellent planning, organizational and prioritization skills
Ability to perform complex mathematical functions
Proficient in Microsoft Office products
#LI-RF1
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the Apply Now" button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1- and let us know the nature of your request and contact information.
For more information on Alliant Insurance Service's benefits, click here.
Join Bay Area Underwriting Launch - Managing Director & Senior Underwriters | Innovation & Emergi...

Posted 8 days ago
Job Viewed
Job Description
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Y-Risk, as an underwriting company of The Hartford, partners with brokers to provide robust insurance solutions for our clients. We have proudly built a company operating on the leading edge of the insurance industry where we expertly merge the fundamentals of insurance with the fast-paced world of tech-enabled innovation.
We are establishing an underwriting team in the Bay Area of California, in proximity to the San Francisco insurance community and the investment & technology resources in Silicon Valley. We are building on the existing Y-Risk brand as an industry leader in underwriting the innovators: delivering client centric solutions as new business models emerge. This strategic move will align with Y-Risk's mandate of "insuring tomorrow's economy" by positioning the company at the forefront of underwriting emerging technologies. This team will leverage Hartford's deep institutional knowledge and resources through collaboration and transparency by focusing on the intersection of underwriting, data science, risk finance, risk engineering, technology, and claims.
We are seeking three exceptional individuals to lead the charge in underwriting innovation, strategic investment, and emerging technologies. This new team will consist of 1 Managing Director and 2 Senior/Executive Underwriters.
The Managing Director will report to the Chief Underwriting Officer & Head of Y-Risk and will be responsible for leading the team, driving a first principles underwriting culture, and overseeing underwriting, sales leadership, and broker/agency management. The Managing Director will work closely with Y-Risk Innovation Labs and the Emerging Technology Study Group, foster partnerships with leading tech companies and integrate insights from data science, risk engineering, and claims into underwriting strategy.
Reporting to the Managing Director, the 2 underwriters will play a critical role in underwriting execution, innovation, and market engagement. Our Underwriters will monitor and respond to private equity investment and technological trends as they are being developed, while growing Y-Risk business . This team will deliver underwriting solution expertise and 360° perspectives on risk to clients and producers; and create forward-thinking insurance products that meet the needs of tomorrow's economy.
Please note that qualifications will be assessed throughout the interview process, and candidates may be considered for either role based on experience, skills, and alignment with team needs.
Managing Director
Responsibilities:
+ Lead strategic planning, underwriting execution, and team development.
+ Identify and underwrite emerging technologies and clients.
+ Drive exposure-based R&D and product innovation.
+ Collaborate with internal innovation labs and external tech partners.
+ Manage agency relationships and ensure book integrity and growth.
+ Foster a high-performance culture and mentor underwriting talent.
Qualifications:
+ 7+ years of commercial P&C underwriting experience; Auto, GL, Financial Lines a plus.
+ Proven leadership and mentoring experience.
+ Strong underwriting acumen and strategic thinking.
+ Excellent communication, sales, and relationship-building skills.
+ Experience in emerging tech or evolving business models preferred.
+ Graduate degree or CPCU designation preferred.
Salary Range: $144,000 - $16,000
Senior/Executive Underwriter
Responsibilities:
+ Underwrite complex risks and manage a growing book of business.
+ Conduct exposure and pricing-based R&D to refine underwriting strategies.
+ Engage directly with brokers, agents, and clients.
+ Participate in tech-related industry events and foster partnerships.
+ Maintain strong agency relationships and achieve high retention rates.
+ Collaborate with innovative teams and contribute to product development.
Qualifications:
+ 5+ years of P&C underwriting experience; Auto and GL a plus.
+ Ability to underwrite complex risks with minimal supervision.
+ Strong technical knowledge and analytical skills.
+ Excellent communication, sales, and negotiation abilities.
+ Experience in the Sharing/On-Demand Economy or emerging tech preferred.
+ CPCU or other industry designations a plus.
Salary Range: 119,600 - 179,400
Work Model:
These roles will have a Hybrid work schedule, with the expectation of working in the office/in market 3 days a week (Tuesday through Thursday).
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
119,600 - 216,000
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us ( | Our Culture ( | What It's Like to Work Here ( | Perks & Benefits ( day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us ( Culture
What It's Like to Work Here ( & Benefits ( Notice ( StatementProducer Compensation ( Policy ( Privacy Policy
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Join Bay Area Underwriting Launch Managing Director & Senior Underwriters | Innovation & Emer[.....
Posted 7 days ago
Job Viewed
Job Description
Join Bay Area Underwriting Launch Managing Director & Senior Underwriters | Innovation & Emerging Tech page is loadedJoin Bay Area Underwriting Launch Managing Director & Senior Underwriters | Innovation & Emerging Tech Apply locations San Francisco, CA time type Full time posted on Posted Yesterday job requisition id R2522031 Managing Director - UQ06CBExecutive Underwriter - UW07BD
Were determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals and to help others accomplish theirs, too. Join our team as we help shape the future.
Y-Risk, as an underwriting company of The Hartford, partners with brokers to provide robust insurance solutions for our clients. We have proudly built a company operating on the leading edge of the insurance industry where we expertly merge the fundamentals of insurance with the fast-paced world of tech-enabled innovation.
We are establishing an underwriting team in the Bay Area of California, in proximity to the San Francisco insurance community and the investment & technology resources in Silicon Valley. We are building on the existing Y-Risk brand as an industry leader in underwriting the innovators : delivering client centric solutions as new business models emerge. This strategic move will align with Y-Risk's mandate of insuring tomorrow's economy by positioning the company at the forefront of underwriting emerging technologies. This team will leverage Hartfords deep institutional knowledge and resources through collaboration and transparency by focusing on the intersection of underwriting, data science, risk finance, risk engineering, technology, and claims.
We are seeking three exceptional individuals to lead the charge in underwriting innovation, strategic investment, and emerging technologies. This new team will consist of 1 Managing Director and 2 Senior/Executive Underwriters.
The Managing Director will report to theChief Underwriting Officer & Head of Y-Riskand will be responsible for leading the team, driving a first principles underwriting culture, and overseeing underwriting, sales leadership, and broker/agency management. The Managing Director will work closely with Y-Risk Innovation Labs and the Emerging Technology Study Group, foster partnerships with leading tech companies and integrate insights from data science, risk engineering, and claims into underwriting strategy.
Reporting to the Managing Director, the 2 underwriters will play a critical role in underwriting execution, innovation, and market engagement. Our Underwriters will monitor and respond to private equity investment and technological trends as they are being developed, while growing Y-Risk business . This team will deliver underwriting solution expertise and 360 perspectives on risk to clients and producers; and create forward-thinking insurance products that meet the needs of tomorrow's economy.
Please note thatqualifications will be assessed throughout the interview process, and candidates may be considered foreither rolebased on experience, skills, and alignment with team needs.
Managing Director
Responsibilities:
Lead strategic planning, underwriting execution, and team development.
Identify and underwrite emerging technologies and clients.
Drive exposure-based R&D and product innovation.
Collaborate with internal innovation labs and external tech partners.
Manage agency relationships and ensure book integrity and growth.
Foster a high-performance culture and mentor underwriting talent.
Qualifications:
7+ years of commercial P&C underwriting experience; Auto, GL, Financial Lines a plus.
Proven leadership and mentoring experience.
Strong underwriting acumen and strategic thinking.
Excellent communication, sales, and relationship-building skills.
Experience in emerging tech or evolving business models preferred.
Graduate degree or CPCU designation preferred.
Salary Range: $144,000 - $16,000
Senior/Executive Underwriter
Responsibilities:
Underwrite complex risks and manage a growing book of business.
Conduct exposure and pricing-based R&D to refine underwriting strategies.
Engage directly with brokers, agents, and clients.
Participate in tech-related industry events and foster partnerships.
Maintain strong agency relationships and achieve high retention rates.
Collaborate with innovative teams and contribute to product development.
Qualifications:
5+ years of P&C underwriting experience; Auto and GL a plus.
Ability to underwrite complex risks with minimal supervision.
Strong technical knowledge and analytical skills.
Excellent communication, sales, and negotiation abilities.
Experience in the Sharing/On-Demand Economy or emerging tech preferred.
CPCU or other industry designations a plus.
Salary Range: 119,600 - 179,400
Work Model:
These roles will have a Hybrid work schedule, with the expectation of working in the office/in market 3 days a week (Tuesday through Thursday).
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartfords total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
119,600 - 216,000The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us |Our Culture | What Its Like to Work Here | Perks & Benefits
Similar Jobs (2) Senior Executive Underwriter, Wholesale Property - Navigators, a Brand of The Hartford remote type Hybrid locations 8 Locations time type Full time posted on Posted 30+ Days AgoY-Risk San Francisco Managing Director remote type Hybrid locations San Francisco, CA time type Full time posted on Posted 30+ Days AgoShowing up for people isnt just what we do. Its who we are and have been for more than 200 years. Were devoted to finding innovative ways to serve our customers, communities and employeescontinually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, its these values that drive all of us to do more and to do better every day.
#J-18808-LjbffrFinancial Analysis
Posted 15 days ago
Job Viewed
Job Description
Job Overview
We are seeking a skilled Financial Analyst to join our team. The ideal candidate will be responsible for analyzing financial data, creating financial models, and providing insights to support strategic decision-making.
Duties
- Conduct financial analysis to guide company investment decisions
- Develop financial models to forecast future growth and analyze trends
- Assist in budgeting and forecasting processes
- Perform quantitative research on market trends and competitors
- Provide recommendations based on data-driven insights
- Collaborate with various teams to support strategic planning initiatives
Skills
- Proficiency in math and Excel. Experience with Addepar would be helpful but not mandatory
- Experience in budgeting and corporate accounting
- Knowledge of investment banking principles
- Strong analytical skills for quantitative research
- Familiarity with business intelligence tools such as Tableau
- Ability to work with pivot tables for data analysis
- Experience in strategic planning for financial decision-making
Company Details
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Financial Analysis
Posted 14 days ago
Job Viewed
Job Description
Duties: Operate business cases, for new and existing technology investments including the creation of new business cases, and develop the methodology and sensitivity analysis. Challenge and rigorously review the sizing, timing and expected returns of the investments to ensure all marginal impacts are incorporated into business cases. Analyze, evaluate, and assess technology investments for viability through an understanding of the current economic landscape and its potential impact. Translate quantitative information into actionable insights for the CFO organization. Monitor changes and communicate impacts to future benefits and business results in a timely manner to business finance teams. Conduct post-implementation reviews of initiatives by evaluating changes to assumptions and reviewing outcomes against the original business cases. Combine traditional analytics with creative solutions to provide insights and analysis to support decision-making for stakeholders. Prepare annual operational budgets, forecasts, and business plans for the partnerships business and product teams. Track and report performance against financial and non-financial metrics and ensure the accuracy and compliance of all expense-related line items with company policy. Prepare monthly earnings estimates and earnings variance explanations.
QUALIFICATIONS:
Minimum education and experience required: 3- or 4-year Bachelor's degree in Accounting, Finance, Economics, Commerce, or related field of study plus 7 years of experience in the job offered or as Financial Analysis, Financial Analyst, Financial Planning and Analysis, Accountant, or related occupation.
Skills Required: This position requires experience with the following: analyzing, reading, and interpreting profit and loss statements, including Net Interest Income, Expenses, alternate revenue streams, and exposure to balance sheet; constructing complex financial models for expenses and revenue through data collection, time series analysis, and scenario analysis to forecast future financial performance, evaluate opportunities, and support strategic decision-making; developing business cases through collaboration, qualitative analysis, stakeholder identification, and ROI analysis; evaluating and presenting business cases and their benefits supported by the following types of financial analyses: break-even, valuation, trend, variance, scenario and sensitivity, vertical and horizontal, market, and risk; categorizing and analyzing variances between actual and budgeted financial performance, identifying root causes, and recommending corrective action; calculating key metrics including: Return on Equity, Return on Assets, and Discounted Cash Flow; interpreting micro and macro- economic variables and drivers; managing and optimizing operational expenses, including budgeting, forecasting, cost control, expense analysis, process optimization, and vendor management to ensure efficient and cost-effective business operations; designing and developing interactive Excel and PowerPoint reports with VLOOKUP, INDEX MATCH, data analysis add-ons, and pivot tables; data manipulation, structuring, design flow, and query optimization using SQL; SAP or Oracle enterprise resource planning systems for financial reporting and analysis.
Job Location: 111 Polaris Parkway, Columbus, OH 43240.
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
Financial Analysis
Posted 15 days ago
Job Viewed
Job Description
Duties: Operate business cases, for new and existing technology investments including the creation of new business cases, and develop the methodology and sensitivity analysis. Challenge and rigorously review the sizing, timing and expected returns of the investments to ensure all marginal impacts are incorporated into business cases. Analyze, evaluate, and assess technology investments for viability through an understanding of the current economic landscape and its potential impact. Translate quantitative information into actionable insights for the CFO organization. Monitor changes and communicate impacts to future benefits and business results in a timely manner to business finance teams. Conduct post-implementation reviews of initiatives by evaluating changes to assumptions and reviewing outcomes against the original business cases. Combine traditional analytics with creative solutions to provide insights and analysis to support decision-making for stakeholders. Prepare annual operational budgets, forecasts, and business plans for the partnerships business and product teams. Track and report performance against financial and non-financial metrics and ensure the accuracy and compliance of all expense-related line items with company policy. Prepare monthly earnings estimates and earnings variance explanations.
QUALIFICATIONS:
Minimum education and experience required: 3- or 4-year Bachelor's degree in Accounting, Finance, Economics, Commerce, or related field of study plus 7 years of experience in the job offered or as Financial Analysis, Financial Analyst, Financial Planning and Analysis, Accountant, or related occupation.
Skills Required: This position requires experience with the following: analyzing, reading, and interpreting profit and loss statements, including Net Interest Income, Expenses, alternate revenue streams, and exposure to balance sheet; constructing complex financial models for expenses and revenue through data collection, time series analysis, and scenario analysis to forecast future financial performance, evaluate opportunities, and support strategic decision-making; developing business cases through collaboration, qualitative analysis, stakeholder identification, and ROI analysis; evaluating and presenting business cases and their benefits supported by the following types of financial analyses: break-even, valuation, trend, variance, scenario and sensitivity, vertical and horizontal, market, and risk; categorizing and analyzing variances between actual and budgeted financial performance, identifying root causes, and recommending corrective action; calculating key metrics including: Return on Equity, Return on Assets, and Discounted Cash Flow; interpreting micro and macro- economic variables and drivers; managing and optimizing operational expenses, including budgeting, forecasting, cost control, expense analysis, process optimization, and vendor management to ensure efficient and cost-effective business operations; designing and developing interactive Excel and PowerPoint reports with VLOOKUP, INDEX MATCH, data analysis add-ons, and pivot tables; data manipulation, structuring, design flow, and query optimization using SQL; SAP or Oracle enterprise resource planning systems for financial reporting and analysis.
Job Location: 111 Polaris Parkway, Columbus, OH 43240.
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
Financial Analysis Consultant
Posted 3 days ago
Job Viewed
Job Description
AZ East Admin-Region-Clinic
**Work Shift:**
Day
**Job Category:**
Finance
**Estimated Pay Range:**
$35.37 - $58.95 / hour, based on location, education, & experience.
In accordance with State Pay Transparency Rules.
Additional Job Description
Those who have joined the Banner mission come from all walks of life, united by the common goal: Make health care easier, so life can be better. If changing health care for the better sounds like something you want to be part of, we want to hear from you.
As a **Finance Analyst** , you will be helping support our Telehealth and Banner Medical Group Finance teams, responsible for all of the Banner Medical Group financial reporting for the Medical Group division, along with the annual budget preparation for those entities, monthly variance analysis of results/trend analysis, as well as incentive payment processing. Banner is seeking applicants that have previous experience within a physician/medical group or health care system setting. Knowledge of medical professional billing including an understanding of CPT codes, wRVUs, and billing systems and processes. Expert level knowledge of MS Excel.
The ideal candidate will have experience in physician compensation, finance, or accounting. This individual will be required to work collaboratively with cross-functional teams. Effective communication is essential as this position will be required to efficiently convey complex information to physicians, HR, finance, legal, and operations. The ability to effectively manage stress and prioritize assignments with shifting deadlines will be critical. This is a unique role requiring an individual who is not only analytical and a critical thinker but also comfortable communicating to physicians and medical group leadership (i.e. Senior Directors, CFO, COO, etc.).
Location: Remote
Schedule: Mon-Fri 8-5
At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care.
POSITION SUMMARY
This position provides analytical support for the financial positioning and future growth of assigned area/region. This position leads in the development, analysis, and preparation of financial plans, reporting and key performance indicators to achieve overall system and entity strategic goals and objectives.
CORE FUNCTIONS
1. Provides high level of financial expertise through analysis and interpretation of data gathered for decision support. Gather and challenge assumptions from various multi-disciplinary teams, develop financial proformas, and assist in preparation and presentation of business plans.
2. Leads key financial processes within assigned area or region (e.g. operating budgets, forecasting, program reporting and analysis, charge management, cost accounting, decision support, contracting and reimbursement analysis) by coordinating resources and communication and leading process teams.
3. Ensures regulatory compliance within the assigned business unit(s). Provides assistance, coordination and education, as necessary to internal customers for compliance within contractual and regulatory requirements.
4. Initiates and directs the identification and implementation of operating improvements and efficiencies by identifying important trends and variances through the review of management reports and financial analysis.
5. Implements and help guide processes to implement changes based on data. Provides strategic financial guidance based on high level analysis of various data elements.
6. Provides direction to coordinate implementation and support for financial systems based software products to enhance current and future system functionality. Develops and presents ongoing financial indicators and education programs based on the needs of assigned business unit(s).
7. Prepare accurate and timely management and regulatory reports by accessing information from a variety of sources and utilizing consistent reporting formats and assist in the development of meaningful performance measures.
8. Assignments located at various Banner locations will have regional accountability and will provide financial analysis support for multiple facilities within Banner.
9. Works on complex problems in which analysis of situations or data requires an in-depth evaluation of various factors. Proven advanced analytical and modeling skills are necessary. Must be able to work with minimal supervision and prioritize multiple projects and use of sophisticated software programs. Exercise judgment within generally defined practices and policies in selecting methods and techniques for obtaining solutions. Position interacts with Regulatory Agencies, Information Services Benefits, Finance and Human Resources ensure timely, accurate and efficient reporting of data and processes. Incumbent must be able to read and understand technical pronouncements, identify compliance issues and make independent decisions. Assignments with in the Western Region will have regional scope and accountability.
MINIMUM QUALIFICATIONS
Requires a Bachelor's degree in Accounting, Finance or Business Administration or equivalent experience.
Requires a proficiency level typically attained with 7+ years of experience in financial management. Must be able to work with minimal supervision and prioritize multiple projects. Requires excellent human relations skills and the ability to effectively interact and communicate both verbally and in writing with all levels staff and outside professionals.
Must be proficient in the use of sophisticated software programs. Proven advanced, analytical, and modeling skills are necessary. Must possess operational skills and knowledge in healthcare, strong leadership, and confidence.
PREFERRED QUALIFICATIONS
Previous supervisory/team leadership experience preferred. Master of Business Administration (MBA) preferred. Experience in healthcare financial management preferred.
Additional related education and/or experience preferred.
**EEO Statement:**
EEO/Disabled/Veterans ( organization supports a drug-free work environment.
**Privacy Policy:**
Privacy Policy ( Health supports a drug-free work environment.
Banner Health complies with applicable federal and state laws and does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, age, or disability