Jobs in Westminster, CA

736 positions found — Page 12

Central Operations Specialist
✦ New
Salary not disclosed
Buena Park, CA 1 day ago

JOB SUMMARY

Under supervision, performs central operations activities. Assisting branches by handling customer issues and ensuring daily transactions are processed appropriately at the branch levels and assisting the Bank Operation Officers within all aspects of the Department. Performs a variety of Operations Support and services functions; such as reviewing reports, preparing correspondence and participating in special projects designated to the department. Complies with all regulations which apply within the scope of the position, including Bank Secrecy Act.


DUTIES

  • Processes and performs the following functions: OASIS Review, Chargebacks, Foreign Item Collections, ATM Settlement, Cash Vault Balancing, Debit Card orders, FCRM Review.
  • Business and Personal online banking password resets.
  • Answer inquiries from branches regarding new accounts and other Bank policies and procedures.
  • Balance daily branch transit checks.
  • Process daily EIM-NSF/OD/Non-posted items.
  • Charge daily returned item and e-mail to branches.
  • Review daily non-posted GL.
  • Review Mobile Deposits and e-mail to branches
  • Research and adjustments.
  • Process ACH/ATM/POS disputes
  • Signature Card Scanning
  • Issuing Interest Checks
  • Process Bank Levies/Subpoenas
  • Process incoming and outgoing wires
  • Perform other duties as assigned


QUALIFICATIONS

  • EDUCATION: High school diploma or higher.
  • EXPERIENCE: 2-3 years branch/teller experience; knowledge of banking regulations


SKILLS/ABILITIES

  • PC literate
  • detail-oriented
  • strong communication skills
  • bilingual (English/Mandarin) a plus.


Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.


WHY WORK FOR US?

Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:

  • Medical insurance
  • Vision insurance
  • Dental insurance
  • 401(k)
  • Disability insurance


Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Not Specified
Construction Lead Estimator
✦ New
Salary not disclosed
Orange County, CA 1 day ago

Senior Estimator – Commercial (Warehouses & Automotive Facilities)


We are seeking an experienced Senior Estimator to lead preconstruction and estimating efforts for ground-up and renovation projects, with a focus on warehouse and automotive dealership builds. This role is responsible for developing accurate budgets, managing bid processes, and collaborating with internal teams and clients to ensure projects are set up for success from the earliest stages.


Responsibilities:

  • Prepare detailed cost estimates for ground-up and renovation projects
  • Lead estimating efforts for warehouses, distribution centers, and car dealerships
  • Analyze drawings, specifications, and project documents to develop accurate budgets
  • Solicit and evaluate subcontractor and vendor bids
  • Manage takeoffs, scope reviews, and bid leveling
  • Collaborate with project managers, subcontractors, and preconstruction teams
  • Communicate with owners, architects, and stakeholders during the preconstruction phase

Qualifications:

  • Proven experience estimating warehouse and automotive dealership projects
  • Strong analytical, organizational, and communication skills

Benefits:

  • Competitive base salary with bonus potential
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and holidays
  • Vehicle allowance or mileage reimbursement
Not Specified
PMO Associate
✦ New
Salary not disclosed
Orange, CA 1 day ago

Title: Project Management (PM) Associate / PMO Associate

Company: Talley LLP

Location: Orange County, CA (FT-Onsite)


About the Firm

Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line.

Talley, LLP, was founded in 1989, with the mission of helping entrepreneurial driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities.

Our services include:

  • Audit & Assurance services, including financial reporting
  • Tax compliance,
  • Tax planning, and proactive advice
  • Business consulting
  • Estate planning, business planning, M&A, and tax law services delivered through TLG
  • Outsourced accounting, controller and CFO services
  • M&A, growth-through-acquisition, and operational consulting delivered through TCG

Talley is a boutique firm with 70+ U.S.-based professionals and 20–30 offshore/outsourced team members. Headquartered in Orange, CA, the firm has grown rapidly, becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals.


Role Purpose

The PM Associate will strengthen Talley LLP’s operational and PMO capabilities by providing clear visibility into performance, utilization, and execution across professional services teams. This role supports firm leadership through data-driven insights, dashboard reporting, and project coordination, while helping scale Talley’s operational infrastructure within a time-and-billing professional services environment.


What Success Looks Like (12–18 Months)

A successful PMO Associate will:

  • Deliver accurate, actionable dashboards tracking employee performance and utilization
  • Improve leadership visibility into month-to-date, year-to-date, and budget vs. actual performance
  • Support the smooth execution of cross-functional initiatives without creating operational bottlenecks
  • Establish greater structure and discipline in operational reporting
  • Reduce friction between leadership, operations, and service teams through clear communication and follow-through


Core Responsibilities

  • Build and maintain employee performance dashboards (utilization, productivity, trends)
  • Support PMO initiatives by tracking projects, timelines, milestones, and deliverables
  • Assist leadership with resource planning, utilization tracking, and capacity analysis
  • Coordinate cross-functional operational initiatives across audit, tax, legal, and administrative teams
  • Prepare executive-ready reporting and analytics to support operational decision-making
  • Identify opportunities for process improvement and operational efficiency
  • Support time-and-billing environments (hourly, time & materials), including related documentation and reporting


Required Experience

Candidates must demonstrate:

  • Experience within a CPA firm, legal firm, or professional services organization
  • Background in operations, PMO, or administrative leadership
  • Hands-on experience supporting professionals who bill time
  • Proven ability to build or maintain performance dashboards and operational reporting
  • Comfort working directly with senior leadership and handling sensitive data
  • Exposure to or direct experience applying AI tools beyond simple drafting and/or proof-reading emails or word documents.


Technical & Analytical Requirements

  • Advanced proficiency in Excel (required)
  • Strong experience in data analysis, reporting, and dashboard development
  • Power BI experience (highly preferred)
  • Ability to synthesize data into clear, executive-level insights


Preferred Qualifications (Nice to Have)

  • PMP (Project Management Professional) certification
  • Lean Six Sigma / Six Sigma training or certification
  • Formal project management training
  • Background in professional service (or legal) firm operations


Behavioral Competencies

  • Highly analytical and detail-oriented
  • Organized, process-driven, and execution-focused
  • Comfortable operating in an evolving and exploratory role
  • Strong written and verbal communication skills
  • Able to balance tactical execution with strategic thinking


Working Style & Expectations

  • Operates with a professional services mindset
  • Prioritizes clarity, accuracy, and accountability
  • Supports leadership without creating unnecessary administrative overhead
  • Adapts role scope as the PMO function matures and scales
Not Specified
Project Management Analyst
✦ New
Salary not disclosed
Cypress, CA 1 day ago

Position: Project Management Analyst

Location: Cypress, CA (Hybrid)

Pay: $35 - $40/hour

Experience: Experience supporting project teams, program operations, or client service environments required.

Type: Contract

Schedule: Monday–Friday; Day Shift


Conde Group is seeking a Project Management Analyst to join a growing and dynamic team!


Job Description:

  • Track project activities, milestones, and deliverables to support program execution.
  • Maintain project trackers, documentation, and reporting tools.
  • Manage project dashboards and ensure data accuracy and timely updates.
  • Prepare and distribute daily and weekly project status reports.
  • Monitor and manage the project email inbox, responding to inquiries and routing requests.
  • Communicate with client employees and stakeholders regarding program activities and updates.
  • Track project issues and coordinate follow-ups to maintain program visibility.
  • Support project coordination efforts to ensure alignment with client expectations.


Position Requirements:

  • Advanced proficiency with Microsoft Excel, PowerPoint, and Word.
  • Strong organizational and time-management skills.
  • Experience managing multiple tasks in a fast-paced, client-facing environment.
  • Strong analytical and reporting skills.
  • Clear written and verbal communication skills.
  • Professional and service-oriented approach when working with stakeholders.


Conde Group is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.


We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Not Specified
Electronics Lab Technician
✦ New
🏢 Belcan
Salary not disclosed
Tustin, CA 1 day ago

Job Title: Electronics Lab Technician

Location: Tustin, CA

Zip Code: 92780

Duration:4+ Months


Qualifications

* 2+ years of technician work experience in electronics/engineering labs

* Technology/Technician degree or equivalent experience

* Electric vehicle experience a plus

* Basic electrical understanding

* Excellent soldering and harnessing skills

* Familiar with test equipment such as multimeters, oscilloscopes, eloads, etc.

* Strong technical ability

* Ability to solder fine pitch ICs and 0402 components.

* Experience with MS office tools (Outlook/Excel/Word/PowerPoint/Project)

* Familiarity with Jira tools is a plus

* Python Scripting is a plus

* IPC-610, IPC-620, IPC-7711, IPC-7721 or J-STD-001 certifications are a plus

Not Specified
Manager of Enrollment & Reconciliation
✦ New
Salary not disclosed

Manager of Enrollment & Reconciliation -

HealthCare Support is seeking a Manager of Enrollment & Reconciliation to support a Medicare Advantage Plan, delivering accessible, culturally attuned healthcare to the diverse populations it serves in Huntington Beach, CA!


Schedule

  • Monday- Friday, 8am-5pm with 1-day onsite per week


Compensation

  • $90,000 - $110K annually (depending on experience)


Daily Responsibilities

  • Oversee and optimize all Medicare Advantage enrollment and reconciliation processes to ensure accuracy, compliance, and operational efficiency.
  • Serves as the organization’s expert on CMS rules, MARx transactions, eligibility policies, retroactive adjustments, and payment reconciliation requirements.
  • Leads the team by setting priorities, guiding goals, and ensuring high?quality data capture and reporting.
  • Manages MARx transaction processing, resolves rejections, reconciles CMS response files, and ensures alignment between internal systems and downstream partners like PBMs, claims, and finance.
  • Identifies discrepancies, maintains governance around enrollment and payment accuracy, and ensures timely corrective actions.


Qualifications

  • Bachelor’s degree or equivalent combination of education and experience.
  • 2 years of enrollment and reconciliation supervisory experience.
  • 4 years of Medicare Enrollment experience at the health plan level.
  • Experience Medicare Advantage Enrollment and Reconciliation rules and regulations, including CMS enrollment policy, MARx processing, payment reconciliation, and audit requirements.
  • Expert-level knowledge of Medicare Advantage audit, compliance, enrollment, reconciliation, and regulatory reporting requirements
  • Expert knowledge of Medicare Advantage enrollment transactions, reconciliation processes, and CMS enrollment policy.
  • Advanced understanding of MARx transaction codes, CMS response files, and enrollment reconciliation workflows.


Interested in this opportunity?


Click Apply Now for immediate consideration, or reach out to our Recruiter, Melanie Williams with any questions:


  • Call: (4
  • Email:
  • Schedule a Call: Support Staffing, LLC is an equal employment opportunity employer and will consider all qualified applicants without regard to race, color, religion, disability, sex, sexual orientation, gender identity, national origin, protected veteran status, or any other characteristic protected by applicable local, state, or federal law.

Not Specified
Accounting Consultant
✦ New
Salary not disclosed
Cerritos, CA 1 day ago

Robert Half is recruiting for Senior Accounting Consultant available to work onsite in Cerritos, CA area or nearby territories within 20 miles radius. Responsibilities will include but not limited to: GL, month end, reconciliations, budgeting, tax, audit, assist with payroll, cash, perform senior management duties, etc. If interested and available for onsite work in Cerritos, CA please apply to be considered.

Qualifications:

  • Bachelors / Master's degree
  • 5-7+ years of accounting / finance experience
  • Advance MS Excel skills
  • Knowledge of ERP systems ( NetSuite, SAP, Oracle, MS Dynamics, etc)
  • Strong communication, presentation and analytical skills
  • Ability to work in a high-paced environment
  • CPA ( big plus)
Not Specified
Senior Lead Front Desk Host
✦ New
Salary not disclosed
Newport Beach, CA 1 day ago

SENIOR LEAD FRONT DESK HOST


About us: 

Speir Pilates is the lifestyle pilates brand for the modern, everyday individual. It’s Speir’s mission to create accessible pilates and fitness opportunities for everyone, helping them feel strong, energetic, capable and supported throughout their daily lives. It’s our goal to lead the pilates and wellness industry by example and spread good vibes through a supportive community where every individual is valued.


Speir has led the pilates and wellness industry by example, demonstrating that you can create an accessible (REAL) fitness + pilates brand that prioritizes quality, diversity, equity and inclusion. Everyone deserves to feel healthy and fit, regardless of shape, size


Summary of responsibilities:

  • Support supporting our leaders + community - This role will be pivotal in aiding the Director of Operations and Sales in support of the member experience across all studios, community events for membership retention and engagement, sales initiatives, and training support.
  • Help us develop and grow a team - Our teams are made up of full-time and part-time staff. We are all committed to hiring and developing each other the best ways we can.
  • Operational excellence- We are all committed to the oversight of day-to-day business in the studios by monitoring, auditing, and replenishing all things needed to run smoothly. 
  • Innovate and simplify- Collaborate with other team members across the organization and are obsessed with figuring out ways to innovate and simplify.
  • Drive member retention- Foster an inclusive and welcoming environment across our studios where team members are accountable for delivering exceptional service. We are all committed to making sure our current members will always love coming here and want to come back, while our new potential members can see themselves fitting in.
  • Create safe, healthy and productive culture within the studio- Ensure a safe working and member environment as well as necessary repairs and maintenance work. Guarantee that the studios runs smoothly, cleanly, and complies with all policies and procedures. Oversee all ordering of supplies, inventory, and waste tracking.
  • “How can I help?” mentality- We all commit to helping in any way possible to each other. No job is too big or small, and we commit to showing up for each other with kindness, compassion, fun, and respect. 


About the Role:

The Front Desk does everything from scheduling personnel, checking-in clients, tidying the studio and ordering supplies to being the sales leader of the studio to grow sales and profits.  The Front Desk must enjoy interacting with clients, stay cool under pressure, enjoy sales and must love what they do. Overall, the Front Desk must have a strong sense of ownership, loyalty and involvement to make the studio profitable each month per company goals. In this role as the Senior Lead Front Desk Host, there needs to be an elevated sense of ownership in regards to the brand’s success, the growth of the team in your studio as well as supporting the growth of the other Leads in other locations, and overall the growth and success of your location and the other locations combined. This role is utilitarian in the sense of jumping into support of the studios where needed as things unfold. 


Duties & Responsibilities:

  • Help Director of Sales / Operations with additional tasks including but not limited to:
  • Schedule support / creation for FD Hosts and Lead FD Hosts
  • This person will also be responsible for helping cover shifts if and when there is no additional coverage amongst the other team members
  • This person may flex into helping support in other locations for training, hiring, and community engagement support
  • Follow up with clients around membership - acquiring new members to our studios and helping support membership for our current members 
  • Making calls to members to utilize their packages 
  • Call members on their milestone dates to build community support 
  • Converting members who visit on intro visits or drop in sessions not memberships or packages
  • Assist with freezing and cancellation of memberships
  • This role will also jump into helping resolve membership needs in other locations for others leads as needed
  • Support with supply orders within the studio and managing our inventory 
  • Support with scheduling personal, semi personal, and small group sessions for members and future members 
  • Assist / aid in Mariana Tek + all other tech programs we use in studio to support optimal success for the internal teams and members 
  • Show up to events or experiences we host / help put on events or experiences for our members and future members 
  • This person will be on the ground for their own studio events while also taking on supporting in scheduling other studio events with the other leads and Dir. of S&O
  • They may on the rare occasion need to be at the events of other locations with as much notice in advance as possible 
  • Loves to be the face of the brand! This person understands what it means to be “on brand”, loves taking care of our community, and keeps the studios best interest at heart
  • Interact with clients and deliver a high level of customer service at all times in a professional, courteous, sensitive and friendly manner. 
  • Maintain positive energy and high-end feel to the studio, by remembering clients and their names, answering phones and emails appropriately, welcoming guests, answering questions, resolving conflicts, helping the teachers, etc. 
  • Make sure you and the entire staff are working as a team to keep common areas neat and clean for both appearances and safety. Manage and coordinate periodic cleaning staff
  • Help teachers set up appropriate props and apparatus for each class. Help the teacher put away items and reset for the following class
  • This person will work closely with the Lead Instructor of their region to ensure they are set up when it comes to their needs in the studios
  • Motivate staff by acknowledging strong performance. Give constructive feedback in a timely manner to elevate individual output and eliminate conflict
  • Report performance deficiencies to management, as appropriate
  • Actively sell and promote studio products and classes and monitor theft
  • They will be involved in the help of facilitating additional training with the Dir. of S&O in regards to sales, sales support, membership offerings, etc. 
  • Stay knowledgeable about all of our products and classes
  • Although we absolutely do not require experience or a background in pilates, we do want to bring people onto our team who have a strong interest in taking the classes and loving our product we have to offer!
  • Stay knowledgeable about competitive products, classes and programs
  • Maintain accurate, thorough and timely data/information in all appropriate systems for reporting and statistical purposes and provide quantitative and qualitative analysis and feedback as requested
  • Help organize weekly meetings and special events
  • As-needed, help in leading/supporting staff meetings
  • Any other tasks required to operate the studio and help meet company goals


About the Company:

Speir Pilates is a privately held boutique Pilates studio in West Hollywood and Venice, with plans for additional expansion.  We offer group Pilates classes developed by celebrity instructor, Andrea Speir. Each class fuses pilates with intense circuit training, great music and positive vibes. We believe that with attentive customer service, highly skilled teachers, an upbeat environment and a strong sense of community, our clients will get the best, sweatiest and most invigorating Pilates experience available.


You have proven performance in:
  • Hospitality, retail or customer service role - health and wellness is strongly preferred however not required
  • Working on a team and being a part of a team-based environment
  • Customer-facing experience is strongly preferred
  • Leading a team of at least 5 or more 
  • Although leading other leaders is not required, former knowledge or references of working with other leaders will be required to be considered 
  • This specific lead role needs to have a strong emphasis on either community and partnerships / events, people leaderships / training, or sales (come prepared to discuss in the interview)
Physical requirements:
  • Prolonged periods of sitting or standing 
  • Extended periods of computer and phone usage 
  • Being on-site for all shifts
  • Weekend availability
Benefits:
  • Health insurance and full time hours (30 per week)
  • 401k
  • Weekly pilates
  • 5 days of PTO


Your unique experiences are valuable. Any additional skills you have that aren’t on our  qualifications list could make you a top candidate and supersede our pre-written  qualifications. We encourage you to apply.  

Join the Speir Pilates talent community:  

At Speir Pilates, we welcome people from all backgrounds, ethnicities, cultures, and experiences. We are committed  to a diverse, equitable and inclusive workplace. Speir is an equal opportunity employer. We do not  discriminate on the basis of race, color, ancestry, religion, national origin, sexual orientation, age, citizenship,  marital or family status, disability, gender identity or expression, veteran status, or any other legally protected  status. We will ensure that individuals with disabilities are provided a reasonable accommodation to participate in  the job application or interview process, to perform essential job functions, and to receive other benefits and  privileges of employment.


Not Specified
Brand Marketing Analyst
✦ New
🏢 REVOLVE
Salary not disclosed
Cerritos, CA 1 day ago

Meet REVOLVE:

REVOLVE is the next-generation fashion retailer for Millennial and Generation Z consumers. As a trusted, premium lifestyle brand, and a go-to online source for discovery and inspiration, we deliver an engaging customer experience from a vast yet curated offering totaling over 45,000 apparel, footwear, accessories and beauty styles. Our dynamic platform connects a deeply engaged community of millions of consumers, thousands of global fashion influencers, and more than 500 emerging, established and owned brands. Through 16 years of continued investment in technology, data analytics, and innovative marketing and merchandising strategies, we have built a powerful platform and brand that we believe is connecting with the next generation of consumers and is redefining fashion retail for the 21st century. For more information please visit REVOLVE the most successful team members have a thirst and the creativity to make this the top e-commerce brand in the world. With a team of 1,000+ based out of Cerritos, California we are a dynamic bunch that are motivated by getting the company to the next level. It’s our goal to hire high-energy, diverse, bright, creative, and flexible individuals who thrive in a fast-paced work environment.


Some of the sweetest perks we offer aren’t in a typical benefit package like hefty discount on items we carry – as in 50% or more off retail prices, free weekly lunches, and pretty rad company parties.

To take a behind the scenes look at the REVOLVE “corporate” lifestyle check out our Instagram @REVOLVEcareers or #lifeatrevolve.


Are you ready to set the standard for Premium apparel?

Main purpose of the Brand Marketing Analyst role:

Lead insights generation and performance measurement across brand marketing initiatives. Serve as a key liaison between marketing, analytics, and executive stakeholders, driving optimization through data storytelling, robust experimentation, and cross-channel analysis.


Major Responsibilities:

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Outstanding analytical skills, with strong academic background in Marketing Analytics, Economics, Business, or a related field.
  • Proficiency in SQL and data visualization tools (e.g., Tableau, Looker); familiarity with statistical testing and modeling tools (e.g., Python, R) is a plus.
  • Proven business acumen and results oriented mindset.
  • Excellent communication and stakeholder management skills.
  • Proven experience translating complex data into strategic insights that influence executive decision-making.


Minimum Qualifications:

  • A BA/BS Degree is required
  • 3+ years of experience in a strong analytical environment
  • Proficiency in Tableau and Excel
  • SQL and database knowledge
  • Strong written and verbal communication


Preferred Qualifications:

  • Background in brand lift studies (e.g., Meta, YouTube, or survey-based)
  • Working knowledge of media mix modeling (MMM) or multi-touch attribution (MTA) frameworks.
  • Industry experience in consumer-facing brands, such as fashion & beauty
  • Statistical background
  • Experience in omnichannel marketing environments, including paid media, influencer, PR, content, and organic social.
  • Experience with coaching and mentorship for others


A successful candidate works well in a dynamic environment with minimal supervision. At REVOLVE we all roll up our sleeves to pitch-in and do whatever it takes to get the job done. Each day is a little different, it’s what keeps us on our toes and excited to come to work every day.



For individuals assigned and/or hired to work in California, Revolve includes a reasonable estimate of the salary or hourly rate range for this role. This takes into account the wide range of factors that are considered in making compensation decisions; including but not limited to business or organizational needs, skill sets, experience and training, licensure, and certifications.


A reasonable estimate of the current base salary range is $75,000 to $90,000.

Not Specified
PM / BA - Appian Workflows
✦ New
Salary not disclosed
Orange County, CA 1 day ago

BCI has the following long-term contract open with our direct client in Orange County, CA. We are looking for a strong PM, who can run multiple projects and dive in as a BA when needed. Ability to manage Appian (or similar workflow tool) developers is a must. Will support the Investment Operations organization by leading multiple concurrent initiatives focused on process improvement, automation, and operational risk reduction. This role combines traditional project management responsibilities with hands-on business analysis, including requirements definition, process mapping, and workflow design. The ideal candidate brings deep Investment Operations experience—particularly in Corporate Actions—and has experience defining workflows in Appian while coordinating delivery across Appian developers and back-end technology teams.


Project Management Responsibilities:

• Manage multiple concurrent initiatives through all phases of the project lifecycle.

• Develop and maintain project plans, timelines, risks, and status reporting.

• Establish priorities, milestones, and success metrics in partnership with business and technology leadership.

• Proactively manage dependencies, risks, and issues across cross-functional teams.

• Communicate project status, risks, and decisions to sponsors and senior stakeholders.


Business Analysis & Appian Responsibilities:

• Serve as the primary business owner for workflows within Investment Operations.

• Partner with Investment Operations stakeholders to elicit, document, and prioritize business requirements.

• Translate complex operational processes (e.g., Corporate Actions) into functional specifications, user stories, and process models.

Define end-to-end workflows, business rules, controls, and exception handling within Appian.

• **Act as the day-to-day delivery lead for Appian initiatives, coordinating work across Appian developers and back-end technology teams.**

• Review designs and configurations to ensure alignment with business intent, operational controls, and regulatory requirements.

• Support user acceptance testing (UAT) and validate solutions against business requirements.


Qualifications:

• Bachelor’s degree or equivalent practical experience.

• 5+ years of experience in project management and/or business analysis within a financial services environment.

• Prior experience supporting an Asset Manager or similar buy-side organization a big +.

• Knowledge of Investment Operations and Corporate Action familiarity such as Bank Loan Amendments, Restructurings, Exchanges etc. is a strong plus.

• Demonstrated experience gathering requirements and translating business processes into technology solutions.

• Experience working in a matrixed environment across business, technology, and platform.

Not Specified
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