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Job Title: Exposure Management North America Commercial Property (NACP) Lead Analyst
Division: Exposure Management, General Management
Reports To: Exposure Management Property Risks Lead
Key Relationships: Exposure Management, NACP Underwriters, Property Underwriting and Claims Operations (UCO), IT, other support functions.
Job Summary: To provide managerial support to the Property Risks Exposure Management North America Commercial Property (NACP) Catastrophe and Exposure Analysts for Catastrophe Modelling Quoting, Bound risk entry and monthly portfolio roundup.
Key Responsibilities:
- Provide day to day management for NACP Catastrophe and Exposure Analysts, including performance management, training and development.
- Ensure data quality for NACP, through formal entry Quality Control process and monthly Quality Control checks.
- Ensure consistency between data in the underwriting system and Exposure Management data.
- Ensure monthly entry/reporting deadlines for NACP Catastrophe Modelling are met.
- Ensure NACP quotes are completed in a timely manner.
- Assist in the development of Exposure Management NACP workflows for quoting and bound risks
- Responsible for monitoring external data cleansing service provider usage.
- Provide support for Exposure Management NACP monthly modelling process.
- Production of regular and ad hoc management information for presentation or distribution to the NACP team.
- Support the underwriting risk assessment process.
- Provide data to underwriters to assist in portfolio optimisation.
Other responsibilities:
- Prepare and provide statistics and information in order to serve the requirements of underwriters and clients.
- Respond to client queries in an accurate and timely fashion to develop the brand image of Beazley.
- Liaise with external data input clerks and respective underwriters.
- Provide a professional service to underwriters and UCO in person, by email and on the telephone.
- Produce ad hoc reports for the underwriters and other members of staff when requested.
Essential Criteria:
- Minimum of 5 years of experience with Moody's (RMS) modelling software
- Management experience preferred
Ability to analyse large datasets and produce actionable insights.
Strong written and verbal communication skills for presenting technical findings.
Who We Are:
Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.
Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.
Our Culture
We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world. Employee's diversity, experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.
- Be bold
- Strive for better
- Do the right thing
Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.
We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.
Explore a variety of networks to assist with professional and/or personal development. Our Employee Networks include:
- Beazley RACE - Including, understanding and celebrating People of Colour
- Beazley SHE - Successful, High potential, Empowered women in insurance
- Beazley Proud - Our global LGBTQ+ community
- Beazley Wellbeing - Supporting employees with their mental wellbeing
- Beazley Families - Supporting families and parents-to-be
We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:
- Internal Pathways (helping you grow into an underwriting role)
- iLearn (our own learning & development platform)
- LinkedIn Learning
- Mentorship program
- External qualification sponsorship
- Continuing education and tuition reimbursement
- Secondment assignments
The Rewards
- The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
- Attractive base compensation and discretionary performance related bonus
- Competitively priced medical, dental and vision insurance
- Company paid life, and short- and long-term disability insurance
- 401(k) plan with 5% company match and immediate vesting
- 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
- Up to $700 reimbursement for home office setup
- Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
- Up to 26 weeks of fully paid parental leave
- Up to 2.5 days paid annually for volunteering at a charity of your choice
- Flexible working policy, trusting our employees to do what works best for them and their teams
Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $120,000-$165,000 per year plus discretionary annual bonus.
Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.
AGE Solutions is a premier technology and professional services company, providing in-depth consulting, advanced technology solutions, and essential services throughout the U.S. government, defense, and intelligence sectors. Prioritizing innovation and client-focused solutions, we assist major agencies in addressing intricate issues and ensuring a more secure future.
The SharePoint Analyst Lead analyzes user needs to determine functional and cross-functional requirements. Identifies resources required for each task. The SharePoint Analyst Lead is responsible for leading the functional and analytical aspects of the SharePoint Online (SPO) environment within the DOD365-J tenant. This role bridges the gap between business users, mission partners, and technical teams by analyzing user requirements, optimizing collaboration solutions, and ensuring operational continuity across SharePoint and integrated Microsoft platforms such as Power Automate, Power Apps, Power BI, and Dataverse. The SharePoint Analyst Lead supports modernization and migration efforts away from deprecated SharePoint features, provides Tier 2 and Tier 3 operational support, and ensures functional solutions comply with DISA and DoD policies. The position involves direct engagement with customers, developing and maintaining workflows, lists, and libraries, and driving user adoption of secure and efficient modern collaboration tools. This position plays a critical role in maintaining system performance, ensuring compliance with Service Level Agreements (SLAs), and providing actionable insights to leadership regarding system health, functional issues, and end-user experience.
This is an onsite position located within the National Capital Region. Individuals must reside within a commutable distance in order to work onsite full time.
Responsibilities Include:
- Analyze user and mission partner requirements to determine functional and cross-functional SharePoint needs.
- Translate business requirements into functional site designs, workflows, and list/library structures within the modern SharePoint Online environment.
- Support the migration from deprecated SharePoint features (e.g., InfoPath, Classic Workflows, custom scripting) to modern SPO alternatives such as SPFx and the Power Platform (Power Automate, Power Apps, Power BI, Power Pages).
- Identify opportunities to leverage Microsoft's low-code/no-code tools to replace legacy processes and reduce reliance on custom applications.
- Document functional requirements, process flows, and configuration details to support governance, sustainment, and knowledge transfer.
- Ensure staffing aligns with customer requirements and that qualified personnel with appropriate clearances are assigned.
- Foster a culture of accountability, collaboration, and continuous improvement within the program team.
- Lead Tier 2 and Tier 3 functional support for SharePoint and Dynamics CRM service requests, incidents, and user inquiries (averaging ~90 tickets per month).
- Execute out-of-the-box customizations and configuration changes to support user needs, business intelligence dashboards, and workflow automation.
- Categorize service requests as Tier 2 support, new project work, or escalation candidates, and route accordingly.
- Manage ticket queue and ensure all tickets are assigned, acknowledged, and updated in compliance with SLAs.
- Communicate status updates to customers weekly (service requests) or every two business days (incidents) until closure.
- Resolve tickets within SLA timeframes and document all resolutions and lessons learned for inclusion in the knowledge base.
- Coordinate with the DISA J6 Tier I Service Desk, DEOS support teams, and higher-tier engineers when technical escalation is required.
- Maintain and update the list of all SharePoint site owners and points of contact (POCs) to ensure proper permissions management and accountability.
- Support performance monitoring of the SPO environment and assist in tracking metrics related to system availability, uptime, and user satisfaction.
- Participate in performance improvement initiatives, identifying functional or configuration-related bottlenecks and recommending corrective actions.
- Contribute to weekly and monthly reports with updates on service tickets, incidents, SLAs, and functional health metrics.
- Remediate functional-level IAVA findings in collaboration with security and architectural teams (e.g., addressing deprecated workflows or permissions risks).
- Collaborate with monitoring and operations teams to interpret system alerts related to SharePoint availability and proactively prevent downtime.
- Participate in meetings and reviews related to system performance, modernization initiatives, and process optimization.
- Promote adoption of modern SharePoint features, encouraging secure and efficient collaboration practices across the organization.
- Document and share best practices, standard operating procedures (SOPs), and configuration guides to support consistency and compliance.
- Act as the primary functional liaison between the business users, technical engineering teams, and governance stakeholders.
Required Skills, Qualifications and Experience:
- Education/Experience: BA/BS in a technical or managerial discipline.
- Citizenship and Clearance:
- US Citizenship is required.
- Must have and maintain a current DoD Secret clearance.
- Experience: 5+ years of progressive experience in SharePoint functional analysis, administration, or solution delivery (with at least 2 years in SharePoint Online or DOD365-J environment).
- Demonstrated experience supporting end-users and mission partners with SharePoint configuration, Power Platform tools, and workflow development.
- Experience working in or supporting DoD environments preferred.
- Proficiency in designing and maintaining SharePoint lists, libraries, permissions, workflows, and site templates.
Preferred Qualifications:
- ITIL Foundation or equivalent process management certification desirable.
- IAM III certification preferred: CASP+, CISSP, CISM, or other 8140 IAM certification.
Compensation: $110,000 - $130,000
This position is part of a pipeline for a future opportunity supporting a DoD customer. Employment is contingent upon contract award and government customer approval. AGE Solutions is actively engaging talent ahead of award and encourages both current incumbents and new candidates to express interest.
At AGE Solutions, we reward performance, invest in growth, and share success. Our benefits support the whole person, professionally, financially, and personally.
- 26 Days Paid Leave: Includes vacation, sick, personal time, and holidays. You choose how to use it.
- Performance Bonuses: Performance bonuses are awarded based on individual contributions and company-wide results, aligning recognition with impact.
- 401(k) with Match: We match 3% of your contributions with immediate vesting.
- Financial Protection: Company-paid life insurance up to $300K and options for additional coverage for you and your dependents.
- Health Benefits: Multiple medical plans, dental, vision, FSA and HSA options to fit your needs.
- Parental Leave: 15 days of fully paid leave for new parents, because family matters.
- Military Differential Pay: We bridge the gap for employees on active duty, so they don't take a financial hit while serving.
- Professional Growth: Paid training and certifications, tuition reimbursement, and the tools and tech to get the job done right.
- Shared Success: In the event of a company sale, our CEO has committed to returning 80% of net proceeds to employees. This ensures our team shares in the long term value they help create.
At AGE, you'll do work that matters, supported by a company that delivers for its people.
Job Title: AWM - Operations - PWM Transfer Settlement Group - Analyst
Location: 111 South Main Street, Salt Lake City, UT
Contract Duration: 6 Months
Opportunity
The ACAT team is responsible for delivering accurate transaction processing and exceptional client service while safeguarding the firm's capital, reputation, and regulatory standing. The AWM Operations - PWM Transfer Settlement Group Analyst will support automated account transfer activities, including reconciliations, settlements, and residual processing across mutual funds and foreign and domestic securities.
This role requires managing multiple functions while maintaining strong relationships with PWM Sales teams, counterparties, and vendors. The Analyst is expected to meet strict deadlines, comply with industry regulations, and proactively escalate issues to minimize financial, reputational, and regulatory risk.
Key Responsibilities
Facilitate account transfer requests to move client assets into and out of the firm.
Perform account verification and asset review to ensure compliance with firm and industry policies
Reconcile automated account transfer receives, delivers, residuals, mutual funds, and foreign/domestic settlements
Manage relationships with PWM Sales teams, counterparties, and vendors to ensure timely and accurate processing
Escalate issues appropriately to minimize firm exposure to operational, financial, and regulatory risks
Support project work involving data analysis to identify trends, improve workflows, and streamline processes
Day-to-Day Duties
Initiate transfer requests based on client-signed ACAT instructions to bring assets into the firm, ensuring accuracy and compliance with industry and system requirements (30%)
Reconcile incoming wires by reviewing external instructions and notifying PWM Sales teams to enter matching instructions (40%)
Facilitate account transfer deliveries by coordinating internal notifications, obtaining approvals, and completing account terminations (20%)
Participate in project-based work requiring data analysis to reduce manual touchpoints and improve operational efficiency (10%)
Position Responsibilities
Perform position-level reconciliation for all account transfer requests from counterparties and clients
Monitor and manage residual positions following ACAT transfers
Pre-populate ACAT transfer forms accurately and efficiently
Support foreign and domestic settlement activities
Identify and implement opportunities to improve controls and operational efficiencies
Deliver superior client service while mitigating operational and regulatory risk
Duration: 6 months
Location: Salt Lake City, UT
Job Description:
The Margin Lending Analyst will support the Private Wealth Management (PWM) Margin Lending team in delivering operational excellence across margin calculation, monitoring, and exception handling. This position is essential for ensuring adherence to regulatory requirements and upholding client service standards, while providing comprehensive support to the advisor team.
We promote cross-training and ensure our Analysts develop a broad level of understanding across the varied departmental functions carried out. You can expect to be given early responsibility, and in return, you will be expected to contribute your own ideas to make a difference and add value to the group. The role will involve close interaction with other areas of the bank, including Credit, Risk, and Sales, therefore requiring strong communication and interpersonal skills.
Key Responsibilities:
* Margin Call Issuance & Monitoring: Execute daily margin calculations, validate call amounts, and issue margin calls in accordance with regulatory and internal guidelines.
* Exception Handling: Monitor and resolve margin exceptions, including non-call issuance and late liquidations, ensuring risk mitigation and compliance.
* Manual Support: Provide manual margin calculations and overrides for high-value clients not supported by automated tools.
* Regulatory Governance: Apply margin rules (e.g., Reg T, FINRA 4210) and ensure adherence to firm-wide control frameworks.
* Reporting & Documentation: Maintain accurate records of margin activity, support audit requests, and contribute to control updates.
* Responding to all incoming queries and interacting with many different areas of the bank, in particular with Risk, Credit, and Technology.
* Proactively working on enhancing the team's process and controls.
* Resolution and escalation of all client disputes and queries.
* Project and initiative management and participation within the team and across all regions.
The Business Data Analyst will play a critical role in supporting data-driven decision-making for core PMA business functions. This position is focused on extracting valuable insights from complex datasets, creating operational reports, and developing intuitive BI dashboards tailored to business needs. Working within an enterprise reporting structure, the analyst will perform on-demand data discovery, conduct trend analysis, and develop analytics tools that empower stakeholders with meaningful insights. By ensuring data accuracy, quality and relevance, this role will support data governance activities and continuous process improvements that align with strategic objectives.
Responsibilities:
Data Analysis & Business Insights
* Conduct in-depth data analysis to support strategic business initiatives.
* Perform trend analysis and develop predictive insights to help business teams identify patterns, risks, and opportunities.
* Respond to data discovery requests and operational reports development to support key business metrics and decision-making.
* Deploy best practices and make recommendations for improved understanding.
* Translate complex data findings into actionable recommendations, presenting insights in a clear and meaningful way for non-technical stakeholders.
Enterprise Reporting & BI Dashboard Development
* Work closely with business stakeholders to understand their reporting needs, providing insights that drive data-informed decisions.
* Design, develop, and maintain interactive BI dashboards tailored to answering critical business questions, providing real-time access to critical metrics and performance insights.
* Utilize enterprise BI tools to create data visualizations that enable easy exploration of data and insights.
* Partner with stakeholders to test and refine dashboards, ensuring they align with business requirements and enhance decision-making capabilities.
* Facilitate training and support for business users on BI dashboards and reporting tools, enabling self-service access to data insights.
Data Quality Support & Validation
* Collaborate with data governance and data engineering teams to ensure high data quality and integrity in enterprise reports and dashboards.
* Perform data validation and verification as part of report development to ensure data accuracy, consistency, and relevance for business users.
* Monitor data accuracy metrics and support data issue resolution, maintaining a high standard of data quality across reporting tools.
* Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
Requirements:
* 3+ years of experience in data, analytics, or business intelligence.
* Bachelor's degree in Information Management, Data Science, Computer Science, Mathematics, Statistics, Economics, Psychology or a related field.
* Proficient in SQL for data extraction and manipulation across various data sources.
* Strong analytical skills to interpret complex datasets and draw actionable insights.
* Experience with BI platforms like QlikSense or Power BI for data visualization and dashboard development.
* Familiar with advanced Excel functions for data manipulation and reporting.
* Understanding of statistical methods and trend analysis for identifying patterns and creating projections.
* Familiar with predictive modeling or basic machine learning concepts is a plus.
* Proficiency with scripting languages or tools (such as Python, R, or VBA) for process automation is a plus.
* Basic understanding of data integration, ETL processes, and data warehousing concepts.
* Skilled in presenting data in a way that tells a compelling story and drives informed decision-making.
* Strong interpersonal skills to work effectively with cross-functional teams in underwriting, finance, and IT.
* High level of precision in data analysis, ensuring reports and insights are accurate and free of errors.
* Analytical mindset to investigate data challenges, identify root causes, and develop efficient solutions.
* Ability to adapt to evolving data requirements and troubleshoot issues with minimal supervision.
* Strong organizational skills to balance multiple projects and meet reporting deadlines.
* Effective time management to handle ad hoc requests and prioritize tasks in a fast-paced environment.
* Open and motivated to learn new tools, methods, and data practices.
Duration: 6 months
Location: Berkeley, MO (Hybrid-2-3 days and or remote)
Successful completion of training is a contingency for this assignment - OJT or formal classroom training.
Regular and predictable attendance is required.
Job Description
The Company is looking for a highly experienced and detail-oriented Senior SAP Functional Analyst/Lead focusing on SAP Production Planning (PP) to join the team in Seattle, WA; Dallas, TX; Long Beach, CA; Miami, FL; North Charleston, SC; Berkeley, MO; or Hazelwood, MO.
The Functional Analyst/Lead will have in-depth knowledge and hands-on experience with SAP Production Planning (PP) modules. This position will focus on implementation and support of SAP projects and Products. A successful candidate will understand the importance of collaboration as this position will focus on working directly with multiple stakeholders including business, solution architects and developers to implement SAP projects.
Position Responsibilities:
- Conducts Workshops and contributes towards process solutioning
- Collaborates with cross functional teams comprising of business Subject Matter Experts (SMEs), Architects, Developers and System Integrators (SIs) (vendor consultants) on current processes and proposing solutions to enhance current systems for projects and products
- Identifies, recommends, and implements complex configuration solutions and implements full cycle configuration to meet business needs
- Creates and updates associated documentation including BPDs, Process Flows, Key decision documents (KDDs), configuration design documents(CDD), Functional Design Specs (FDS), and WRICEF objects.
- Translates functional specifications into application design documents, coordinates with the development team, tests new functionality or Enhancements, prepares test plans and test scripts, and performs unit tests and integration tests
- Propose and recommend SAP standardized best practices and solutions as per clean core guidelines.
- Participates in the project delivery during testing cycles and leads the root cause analysis and correction of issues
- Works with the usage of the SAP Solution Manager, Signavio
- Handles and leads the development of objects independently in collaboration with the team
- Works with the SAP project systems
- Understands the SAP Activate methodology and Agile (SAFe) development methods
- Contributes to the overall project management plan using SAP activate methodology
- Works with SAP S/4 Hana and FIORI
Basic Qualifications (Required Skills/Experience):
- 12+ years of experience with SAP PP consulting
- 4+ years of experience in S/4HANA Production Planning
- Experience with SAP S/4 HANA PP, QM
- Experience with 2 E2E full life cycle implementation in SAP S/4 HANA
- Experience with SAP Production Planning in a large and complex business environment
- Experience working with Interfaces
- Experience with SAP module specifics including user exits, batch jobs and standard SAP reports
Preferred Qualifications (Desired Skills/Experience):
- Experience with SAP Production planning including material master, MRP Types and lot sizing procedures, back flush, range of coverage, scrap and FIORI applications, MRP areas, MRP views, forecasting, planning strategies, demand management, BOMS, item categories, center-control keys, capacity levelling and evaluations, routing and advanced routing, strategy groups, usage of stock requirements, S&OP, Flexible planning, and SAP PP configurations
- Experience in the Aerospace and Defense industry
- Experience with special planning procedures
- Experience with discrete and repetitive manufacturing
- Experience with central function activities ECM/OCM/Batch
- Experience in cross functional integration with sales(SAP SD), procurement(SAP MM),warehouse (SAP EWM), costing(SAP FICO), quality(SAP QM)
- Experience with WBS
- Experience with S4 Hana PPDS, DDMRP,
- Experience with SAP Quality Management
- Experience with IBP or other planning tool is a plus.
- SAP certifications in SAP S/4 PP, QM, MM is a plus
- Applicable and appropriate educational/certification credentials from an accredited institution and/or equivalent experience is required.
Education / Experience:
Education/experience typically acquired through advanced technical education (e.g. Bachelor) and typically 9 or more years' related work experience or an equivalent combination of technical education and experience (e.g. PhD+4 years' related work experience, Master+7 years' related work experience, 13 years' related work experience, etc.).
Sr. Financial Systems Analyst
Chicago, IL (Hybrid)
The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.
At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.
We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.
We have an opportunity at our corporate offices in Chicago for a Sr. Financial Systems Analyst on our Finance team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days a week in the office.
As a Sr. Financial Systems Analyst, you will provide administrative
and functional maintenance and support for AMA's financial applications,
including Infor/Lawson, Oracle EPM (Hyperion), Blackline, Ironclad, Concur, and
other Finance-led systems. Focus on business process management, system
utilization, and ensuring data integrity across Finance. Liaise
with internal customers, functional areas and IT resources as well as external
vendors including hosting and SaaS providers.
RESPONSIBILITIES:
Financial Systems Management
- Provide functional support for month-end closing activities, monitor interfaces, troubleshoot user issues, meta-data maintenance, and financial systems operation.
- Perform requirement gathering, analysis, documentation, and coordination of system enhancements or configuration changes based on Finance business needs.
- Conduct testing and user acceptance for system changes.
- Identify system issues by understanding Finance business processes and develop solutions to resolve the issues.
- Collaborate with internal customers, functional areas, and IT resources to evaluate opportunities for system optimization.
- Participate in troubleshooting sessions for system issues, proposing business-side solutions and providing subject matter expertise.
- Maintain the security, confidentiality, and integrity of data on all AMA financial systems.
Documentation, Process, and Project Management
- Document and analyze business processes, system configuration, and user procedures.
- Support transition planning, system upgrades, and releases in conjunction with IT and vendors, providing business-side expertise and functional testing.
- Provide input on changes requests and assist in evaluating system impacts.
- Prepare training materials and support end users.
- Work on cross-departmental initiatives to streamline processes/workflows to improve efficiency of monthly financial closes.
Technical Collaboration
- Perform limited hands-on scripting, including simple SQL queries,
- Collaborate with IT teams for complex technical tasks, integrations, and technical troubleshooting.
- Work with system vendors and IT to support system upgrades, enhancements, and drive issue resolution.
- Document data flows between Finance systems and assist in defining requirements for integrations.
May include other responsibilities as assigned
REQUIREMENTS:
- Bachelor's Degree in Finance, Accounting, Information Systems,
or a related field required. - 5+ years of experience working on finance business processes and
a suite of financial applications including Infor/Lawson or similar ERP systems
required. - In depth expertise with multiple financial system cycles including
accounts receivable, accounts payable, general ledger and bank settlement
processes. - Demonstrated ability to gather and document business
requirements, assist with solution configuration / design, and coordinate user
acceptance testing. - Strong collaboration skills with IT and vendors.
- Working knowledge of both relational and multi-dimensional data
modeling concepts and processes using Microsoft SQL. - Strong analytical and problem-solving skills, with the ability
to understand complex financial definitions and information and grasp
technology concepts. - Demonstrated experience supporting, configuring, and
administering financial systems, ideally Oracle Lawson, Hyperion, Concur, or
similar ERP platforms, including coordinating enhancements with IT and vendors. - Excellent written and oral communication skills to translate
business needs into clear requirements for IT partners.
The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.
This role is an exempt position, and the salary range for this position is $87,394-$115,797. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.
We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.
THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION
Apply NowShare Save JobRemote working/work at home options are available for this role.
Work Location: Morristown, NJ 07960
Duration: 12 months
Job Description
The Client Analyst serves as an integral member of our centralized Client Service Team, performing the following key responsibilities to support Advisor teams and clients:
Key Responsibilities
Client Onboarding, Data Management, and Contracting:
The Client Analyst supports the seamless integration of new clients by managing the on-boarding process, maintaining accurate client data, and handling contracting procedures.
Meeting Coordination:
Assists in scheduling client meetings as needed to ensure timely and effective communication between advisor teams and clients.
Investment Account Processing:
Prepares, submits, and tracks new investment account applications, overseeing the process through to the funding stage.
Tax Season Activities:
Manages a variety of tasks during tax season, including organizing tax data, gathering and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating e-filing.
Internal Group Collaboration:
Interfaces with internal departments to complete a range of investment and operational tasks. This includes addressing matters related to accounts, as well as handling requests involving Special Investments and Private Equity.
Quality Control Metrics and Reporting:
Assists teams in tracking and reporting on Quality Control metrics to help maintain high standards of service.
Qualifications
- Bachelor's degree required
- A minimum of 2-5 years of work experience in a professional corporate environment
- Strong written and verbal communication skills
- Proficiency in Word, Excel, PowerPoint, and Outlook required
- Ability to work in a fast-paced environment and think clearly under pressure
- Excellent communication skills; team focused
- Extremely organized and detail-oriented
- Experience in financial services is preferred but not required
Quality Assurance Analyst II (Hybrid)
Chicago, IL
The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.
At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.
We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.
We have an opportunity at our corporate offices in Chicago for a Quality Assurance Analyst II on our AMA Insurance team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days a week in the office.
As a Quality Assurance Analyst II, you will be responsible for executing quality assurance activities
throughout the software development lifecycle. This role focuses on designing and
executing test plans, validating functional requirements, identifying defects, and
collaborating with internal teams to support successful deployment of reliable
software. This role ensures software meets defined technical specifications and
business requirements through established QA processes and testing practices.
RESPONSIBILITIES:
Test Planning and Test Case Development
- Define testing scope by developing comprehensive test
plans - Ensure project timelines for testing are adhered to
- Create detailed, reusable test cases and scripts
- Ensure test cases cover all functional, performance
and security scenarios
Test Execution, Validation, Regression Testing and Defect Management
- Executes manual and
automated testing to ensure all functional requirements are successfully
processed - Re-test existing
features after new code is added to ensure no new defects were introduced - Identify, document, and track software bugs. Collaborate with development team to resolve
issues
Release Readiness and Collaboration
- Conduct smoke testing to validate release readiness
- Provide testing results, risk assessments, and
recommendations to stakeholders to support release decisions - Participate in Agile ceremonies, such as sprint
planning and code reviews - Provide feedback on testability and potential risks
early in the cycle
May include other responsibilities as assigned
REQUIREMENTS:
- Bachelor's degree preferred or equivalent work experience and HS diploma/equivalent education required
- 3+ years of experience in quality assurance,
with recent hands-on QA practice - Demonstrated experience testing Life and Disability
insurance applications or systems - Demonstrated ability
to multi-task and effectively manage multiple, concurrent projects to succed in
a results driven environment - Polished interpersonal
skills, including relationship building skills - Strong verbal and
written communication skills to effectively communicate with all levels of
management and staff - Demonstrated
experience in transactional testing scenarios - Must be very detailed oriented and very
sensitive to deadlines - Strong problem-solving
skills - Ability to work
independently or in a team setting equally effectively - Ability to work
effectively in a fast-paced environment with competing priorities and delivery
timelines
The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.
This role is an exempt position, and the salary range for this position is $74,160-$98,318. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.
We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.
THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION
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At MVP Health Care, we're on a mission to create a healthier future for everyone. That means embracing innovation, championing equity, and continuously improving how we serve our communities. Our team is powered by people who are curious, humble, and committed to making a difference-every interaction, every day. We've been putting people first for over 40 years, offering high-quality health plans across New York and Vermont and partnering with forward-thinking organizations to deliver more personalized, equitable, and accessible care. As a not-for-profit, we invest in what matters most: our customers, our communities, and our team.
What's in it for you:
- Growth opportunities to uplevel your career
- A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team
- Competitive compensation and comprehensive benefits focused on well-being
- An opportunity to shape the future of health care by joining a team recognized as a Best Place to Work For in the NY Capital District, one of the Best Companies to Work For in New York, and an Inclusive Workplace.
You'll contribute to our humble pursuit of excellence by bringing curiosity to spark innovation, humility to collaborate as a team, and a deep commitment to being the difference for our customers. Your role will reflect our shared goal of enhancing health care delivery and building healthier, more vibrant communities.
The Sr. Quality Data Analyst will be responsible for leading and overseeing operational workflows within the Health Care Quality Analytics team. The ideal candidate will be accountable for ensuring the team delivers routine and ad hoc analyses and data visualizations to support MVP's health care quality functional area. The ideal candidate will have experience working with NCQA and CMS quality measures and HEDIS data to support improved health care outcomes and member satisfaction. They will also participate in automation efforts that create efficiencies and help to create a data-driven organization. The Sr. Quality Data Analyst will work with cross-functional teams, including business, technical, and Data Governance teams, to ensure the availability, accuracy, and reliability of data.
In alignment with MVP's core values, the Sr. Quality Data Analyst will be expected to demonstrate strong interpersonal and communication skills, promoting cooperation across organizational boundaries and encouraging groups to work together cooperatively. They will have strong analytical thinking skills, and a focus on continuously improving processes and reducing technical debt. Additionally, they will be self-motivated, with a sense of accountability and urgency in completing assignments.
Key Responsibilities:
- Lead and oversee the successful execution of operational workflows and health care quality data deliverables.
- Have experience working with HEDIS, Medicare Stars, and NYSDOH QARR measures data and a good understanding of health care quality measurement.
- Conduct analysis of large data sets to support health care quality improvement initiatives, including gap analysis, process optimization, and patient engagement.
- Collaborate with cross-functional teams to design, implement, and maintain data solutions that meet the needs of stakeholders and business partners.
- Ensure the accuracy and integrity of data through the development and implementation of data quality control processes and procedures.
- Provide training and mentorship to team members to promote growth and development.
- Participate in the development of data governance policies, standards, and procedures, and ensure compliance with regulatory requirements and industry best practices.
- Present data insights and recommendations to leadership, effectively communicating complex technical information to non-technical stakeholders.
- Continuously monitor and evaluate the effectiveness of operational workflows, making recommendations for improvements and leading implementation efforts as necessary.
Position Qualifications
Minimum Education
Bachelor's degree in a related field (e.g. Mathematics, Statistics, Computer Science, Epidemiology, or Healthcare) required; Master's degree preferred.
Minimum Experience
5+ years of experience in healthcare data analysis, with a strong focus on health care quality analytics and operations.
Experience leading teams and executing on operational workflows.
Required Skills
- Strong analytical skills, with the ability to turn data into actionable insights.
- Proficiency in SQL, Azure Databricks, data visualization tools (e.g. Tableau, PowerBI), and data manipulation tools (e.g. Alteryx, R, Python).
- Excellent verbal and written communication skills, with the ability to effectively communicate technical information to both technical and non-technical stakeholders.
- Ability to work independently and as part of a team, with strong project management skills and the ability to prioritize tasks effectively.
- Keen attention to detail.
- Subject matter expertise of healthcare industry quality metrics, Medicare Stars and HEDIS standards.
Pay Transparency
MVP Health Care is committed to providing competitive employee compensation and benefits packages. The base pay range provided for this role reflects our good faith compensation estimate at the time of posting. MVP adheres to pay transparency nondiscrimination principles. Specific employment offers and associated compensation will be extended individually based on several factors, including but not limited to geographic location; relevant experience, education, and training; and the nature of and demand for the role.
We do not request current or historical salary information from candidates.
$93,667.00-$124,576.75
MVP's Inclusion Statement
At MVP Health Care, we believe creating healthier communities begins with nurturing a healthy workplace. As an organization, we strive to create space for individuals from diverse backgrounds and all walks of life to have a voice and thrive. Our shared curiosity and connectedness make us stronger, and our unique perspectives are catalysts for creativity and collaboration.
MVP is an equal opportunity employer and recruits, employs, trains, compensates, and promotes without discrimination based on race, color, creed, national origin, citizenship, ethnicity, ancestry, sex, gender identity, gender expression, religion, age, marital status, personal appearance, sexual orientation, family responsibilities, familial status, physical or mental disability, handicapping condition, medical condition, pregnancy status, predisposing genetic characteristics or information, domestic violence victim status, political affiliation, military or veteran status, Vietnam-era or special disabled Veteran or other legally protected classifications.
To support a safe, drug-free workplace, pre-employment criminal background checks and drug testing are part of our hiring process. If you require accommodations during the application process due to a disability, please contact our Talent team at .