Personal Financial Advisors

Reinsurance Financial Analyst

113339

Zurich North America is currently hiring a Reinsurance Financial Analyst reporting to the Reinsurance Financial Supervisor on the Reinsurance CoE team.

The ideal candidate can work in Schaumburg, IL, Philadelphia, PA, or remotely.

This position analyzes and performs intermediate to complex reinsurance transactions and financial reporting ensuring compliance with terms and conditions of the reinsurance agreements and department standards. Responsibilities for training and oversight reviews of peer and vendor assigned transactional processing.

Key Accountabilities:

Identify, calculate, record, report and settle premium and loss reinsurance in relation to contract terms and department standards. May include handling and collection of reinsurance claims of moderate to high complexity. Reconcile complex detail reinsurance related activity, identify issues, coordinate resolution and take corrective actions as directed. Update financial and underwriting and/or claim systems accordingly. Prepare and analyze internal and external reports in accordance with regulatory and/or departmental guidelines. Analysis includes reviewing for trends, anomalies, and reconciliation to key data sources. Provide training and oversight review for account and processing responsibilities assigned to outsourced vendor and peer accounts. Communicate with supervisors, reinsurers, customers and representatives from other departments (e.g., Claims, Actuarial, Finance). Ensure timely, accurate, and complete calculations, recording, reporting and billing of reinsurance losses and/or premium, in accordance with contract terms and department standards. Pursue open recoverables in a timely and professional manner. Ensure established policy, procedures and operating standards are being met for all assigned responsibilities. Lead relationship and communication with internal Zurich business partners and external reinsurance customers within area of responsibility, including timely response to all external inquiries as prescribed by department standards. Provide ongoing work flow status, risk assessment, and issue insight to Group Reinsurance management and internal and external stakeholders.

Additional Job Functions

May file corporate financial results utilizing Finance Integrated Platform software. May participate in inter-department group teams on moderately complex projects and/or process improvement efforts. Identify and implement desk level process improvement opportunities. Understand relationship between assigned work flows, key control elements, and administration of governance function across the departmental and/or team process flow.

Business Accountabilities

Monitor and review financial information to ensure management has the most up to date information; this may involve preparing management packs in relation to large losses/catastrophic events or collaborating with Reinsurance Pricing/Analytics to ensure Monthly Hard Close. Regular monitoring and reporting to reinsurance managers of reinsurance business tracking/testing requirements to enable initiatives which improve Reinsurance Financial Analysis performance to be successful. Undertake investigations and inspections of data, process and practice in accordance with Zurich Risk Policy and Zurich Basics to identify potential or actual compliance issues and recommend appropriate action. Independently monitor and analyze data according to pre-determined tools, methods and formats and initiate the appropriate action to support Reinsurance Financial Analysis plans. Assess and evaluate reinsurance technical support work in order to identify opportunities for improvement. Review and interpret information and advise internal clients of appropriate action to fulfill procedural and regulatory requirements.

Performance Management Accountabilities

+ Model behaviors that demonstrate commitment to corporate values.

+ Provide input into performance management discussions of project team members.

+ Educate team members and business partners on area of technical expertise.

+ Provide guidance and support for team members.

+ Take action to manage own personal development and encourage others to do the same.

Basic Qualifications

+ Bachelors Degree and 4 or more years of experience in the Reinsurance, Insurance, or Finance areaOR

+ Zurich Certified Insurance Apprentice, including Associate Degree and 4 or more years of experience in the Reinsurance, Insurance, or Finance areaOR

+ High School Diploma or Equivalent and 6 or more years of experience in the Reinsurance, Insurance, or Finance area AND

+ Microsoft Office experience

Preferred Qualifications

+ Experience in Excel – Intermediate/Advanced

+ Insurance industry experience

+ Knowledge of reinsurance contracts

+ Demonstrate team-oriented experience

+ Knowledge of AR/AP (accounts receivable /payable)

+ Knowledge of reinsurance claim recoverable process and link to direct claim processing

+ Technology experience related to one or more of the following areas: General ledger, financial reporting systems and good knowledge of reconciliations.

+ Knowledge of Captive Reinsurance accounting helpful, but not required

+ Ability to multi-task, working on many projects

+ Strong verbal and written communication skills

+ Strong analytical and problem-solving skills

Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, click here (https://www.zurichna.com/careers/benefits) . Other rewards may include short term incentive bonuses and merit increases. **Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education.** The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled.The starting salary range for this position is $63,300.00 - $103,700.00.

As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( https://www.zurichna.com/careers/faq ).

A future with Zurich. What can go right when you apply at Zurich?

Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere (https://www.zurichna.com/careers) to learn more.

As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers’ expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet

Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.

Location(s): AM - Schaumburg, AM - Philadelphia, AM - Remote Work (US)

Remote Working: Yes

Schedule: Full Time

Employment Sponsorship Offered: No

Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-REMOTE

UnitedHealth Group is a health care and well-being company that’s dedicated to improving the health outcomes of millions around the world. We are comprised of two distinct and complementary businesses, UnitedHealthcare and Optum, working to build a better health system for all. Here, your contributions matter as they will help transform health care for years to come. Make an impact with a diverse team that shares your passion for helping others. Join us to start **Caring. Connecting. Growing together.**

UHG Corporate Services Finance is looking for a motivated Financial Consultant to be part of our FP&A team. This position will be a partner to UHG customers in real estate, finance, and operations to ensure that business decisions are supported by robust financial modeling, forecasting and analysis. It is the responsibility of this position to ensure that the needs of the customer are proactively identified, addressed, and supported by actionable financial management. For that reason, this role is highly visible at various levels within the company.

You’ll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.

**Primary Responsibilities:**

+ Financial management of the UnitedHealthcare and UHG Global real estate portfolios

+ Includes all day-to-day financial support - both Operations costs and Capital costs - for those portfolios: month-end, forecast, financial analysis, project tracking, etc.

+ Customer relationship management (CRM): coordinate & lead review meetings; recommend and establish strategies, plans, and processes to improve cost efficiencies, some of which will require incorporation of non-finance solutions

+ Develop and maintain financial reports to clearly communicate results to department and organization leaders

+ Participate in month-end close process by analyzing actual expense versus budget/forecast and preparing journal entries to ensure the integrity of financial results

+ Demonstrate best practice FP&A and independently prepare forecasts during major forecasting cycles

+ Participate in capital forecasting process by analyzing and reporting project forecasts and monthly project actuals

+ Create, maintain, and record shared service allocations

+ Balance the needs of business, segment, and enterprise constituencies

+ Assist with the consolidation & reporting of all Corporate Services results during month-end and forecast cycles

+ Develop, maintain, communicate financial modeling in support of Real Estate strategy and project development

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

**Required Qualifications:**

+ Bachelor’s degree in Accounting or Finance

+ 3+ years of relevant professional experience

+ Peoplesoft & Hyperion Essbase/SmartView experience

+ Intermediate level of proficiency in Microsoft Office products

+ Financial planning/forecasting, month-end close and financial modeling

+ Demonstrated ability to present financial results to varying levels within an organization

+ Demonstrated ability to provide financial customer service to internal or external stakeholders

+ Demonstrated ability to to work in a team environment

**Preferred Qualifications:**

+ Demonstrate experience in navigating a highly matrixed organization

+ Financial support for a real estate portfolio

+ Financial support for a capital investment portfolio

*All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy

**California, Colorado, Connecticut, Hawaii, Nevada, New York, New Jersey, Rhode Island, or Washington Residents Only:** The salary range for this role is $70,200 to $137,800 annually. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.

**Application Deadline:** This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

_At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._

_Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action 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._

_UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment._

**Description**

Tradesmen International is the industry’s premier Skilled Trades Staffing Company with over 120 locations across America. We pride ourselves on establishing alliance partnerships with clients, ensuring their labor-oriented needs are met timely and on budget through our unique _Total Labor Support_ program. Our services help institutions greatly improve their capabilities and workforce productivity while reducing their varied challenges.

Tradesmen International is seeking a full-time **Account Executive (“AE”), Institutional** , to play a critical role in building relationships with institutional clients. The **Institutional AE** will be accountable for developing, promoting, and managing sales activity within the government, education, and healthcare sectors in accordance with company objectives and strategies.

**Major Responsibilities include:**

1. Open doors & drive new client business development to expand active clients and sales.

2. Ensure customer satisfaction working with your local office General Manager & Project Coordinator for on-going daily activities.

3. Develop strong customer relationships building a long-term client base for success.

4. Work with Strategic Account Executive (SAE) team members to manage local accounts, ensuring smooth transition, takeover and continued customer success.

5. Perform limited administrative functions critical to the sales function.

**Job Requirements:**

The Institutional AE must have the ability to work in a high-energy team environment, be self-motivated and goal oriented with the ability to open doors and gain client trust. A "team player" attitude is expected and critical for success. We find that individuals who have a true passion for sales and are commission-driven are the AEs who top the income charts.

+ Prior sales success in a B2B environment is required.

+ Business development experience, opening new customers & growing those to their potential.

+ Institutional experience is a plus but not required.

+ Excellent communication and interpersonal skills with an aptitude for building strong client relationships.

+ BS degree in Sales, Business Administration, or relevant field preferred, or 3+ years of sales.

+ Standard computer skills - experience using Word, Excel, PowerPoint, Outlook, or equivalents.

+ Experience and success using Salesforce, or other CRM is a plus.

+ **This is a hybrid, office & field-based sales position.**

+ Daily local market travel expected with limited regional travel.

+ Position requires valid driver’s license and reliable transportation.

**Personal Qualities:**

Team members must care about doing an excellent job and their best for customers, be of high character, take ownership, be resilient and enterprising. Seeking individuals that are competitive in nature, driven for success and seeking growth and development.

**Benefits:**

Total Rewards include annual salary with uncapped commission, and a monthly auto reimbursement, company matched 401(k), paid vacation, paid sick time and paid holidays, medical, dental, vision, short term disability, and voluntary supplemental life insurance.

This role has good opportunity to lead to future positions for professional and personal growth.

_Tradesmen International is an Equal Opportunity Employer (EOE)_

**Recruiter Name**

Nicole Nowak

**Location**

US-AZ-PHOENIX

**Posted Date** _4 hours ago_ _(5/16/2024 1:14 PM)_

**_Req ID_** _2024-349096_

**_Category_** _Sales and Sales Related - Sales Representative, Services_

**_Job Board_** _IN_

**_Location_** _US-AZ-PHOENIX_

**_Employment Type_** _Regular Full-Time_

Are you ready to drive results through leadership, people, communication and influence? You have found the right team.

You will be part of the US Private Bank Client Onboarding team supporting all aspects of client onboarding to include the fulfilment of Account Opening, Anti Money Laundering (AML), and Know Your Client (KYC) requirements. The Client Onboarding Officer will partner with the client & client-facing teams to ensure all client Account Opening documents are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the time of account opening & KYC. The Client Onboarding Officer will assist with the drafting and gathering of client documents and processing the account opening request. The Client Onboarding Specialists are expected to stay current with all regulatory changes and requirements around client Suitability and Documentation.

**Job Responsibilities**

+ Partner with the client & client facing teams to collect required legal documents and associated information to meet all regulatory and internal polices

+ Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms

+ Serve as point of contact for account opening issues

+ Act as a subject matter resource on account opening policies and procedures

**Required qualifications, capabilities and skills**

+ 3+ years of experience within a financial services, operational or compliance fields

+ Strong written and oral communication skills with a sense of urgency and ability to prioritize/multi-task

+ Ability to get up to speed quickly with new or unfamiliar subject matter and work under pressure with fixed deadlines

+ Strong client focus and ability to partner with various internal groups and client coverage

+ Independent, self-motivated, with an ability to adapt and be flexible in a team environment

+ Ability to communicate clearly and confidently; able to influence internal and external stakeholders

+ Ability to directly address conflicts and escalate issues where appropriate

+ Strong analytical, prioritization and organizational skills with strong risk and controls awareness

+ Capacity to think laterally and convey an understanding of the big picture

+ Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals

+ Demonstrated experience as a key contributing member of a high performing organization

**Preferred qualifications, capabilities and skills**

+ Management experience preferred not required

+ Client Onboarding and/or documentation analysis experience preferred.

+ Prior experience in Account opening, AML &/or KYC a plus.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

Howmet Fastening Systems (HFS) is seeking a Financial Analyst in our Tucson, Arizona location. HFS is a business unit of Howmet Aerospace, headquartered in Torrance, California. We hold the number one global position in aerospace fastening systems, and we’re the North American leader in commercial transportation fasteners. Our high-tech, multi-material fastening systems are found nose to tail on aircraft and aerospace engines. Our products are also critical components of industrial gas turbines, automobiles, commercial transportation vehicles, and construction and industrial equipment.

Essential Functions:

The Financial Analyst position supports a wide variety of activities at the location including primary or backup responsibilities for financial analysis, variance analysis, inventory, fixed assets, general ledger accounting, timekeeping, payroll, receivables, collections, and performance reporting. The role will also assist in the development of financial plans and forecasts, and the analysis of operational results.

Key Responsibilities:

+ Perform financial analysis and summarize results in a meaningful matter.

+ Communicate clearly and concisely in both written and oral form.

+ Prepare, process, review, and distribute a variety of daily / weekly / monthly reports such overtime, sales/invoicing, orders/backlog, inventory, payroll, receivables, and indirect spending.

+ Month-end closing and reporting, including coordination of closing entries, account reconciliation and operating review presentations.

+ Completion of Howmet Sarbanes-Oxley requirements for internal controls.

+ Support the preparation and processing of time and attendance files as required.

+ Support margin improvement and cash flow enhancement initiatives.

+ Drive automation, standardization and streamlining of the financial reporting processes.

+ Reconcile general ledger / Payroll / Inventory accounts monthly as required.

+ Prepare weekly / monthly financial analysis to support business decisions.

+ Produce or assist in producing accurate and timely internal/external financial reporting including reports to Corporate, Business Unit and Governmental agencies.

+ Partner with manufacturing, engineering, and a variety of other support functions.

+ Maintain required financial records in an accurate and timely manner as applicable.

+ Perform special projects or other duties as assigned or requested.

+ Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully.

+ BA or BS in Business Administration major emphasis in Accounting or Finance or BS in Accounting.

+ Minimum of 3 year of related experience in Finance or Accounting.

+ Employees must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position

Preferred Qualifications

+ Excellent analytical skills

+ Audit Experience

+ Experience with cost accounting (CMA or CPA helpful)

+ Financial experience working with manufacturing companies.

+ Proficient with computer systems and programs (MS-Word, MS-Excel, MS-PowerPoint, querying databases, ERP systems. etc.)

About Howmet Aerospace

Howmet Aerospace Inc. (NYSE: HWM), headquartered in Pittsburgh, Pennsylvania, is a leading global provider of advanced engineered solutions for the aerospace and transportation industries. The Company’s sales for 2022 approximated $5.7 billion. The Company’s primary businesses focus on jet engine components, aerospace fastening systems, titanium structural parts and forged wheels. With nearly 1,150 granted and pending patents, the Company’s differentiated technologies promote more fuel efficiency for aircraft and commercial transportation. For more information, visit www.howmet.com, including content shared during the Company’s May 2022 Technology Day.

Follow: LinkedIn (https://www.linkedin.com/company/howmet-aerospace) , Twitter (https://twitter.com/howmetaerospace) , Instagram (https://www.instagram.com/howmetaerospace/) , Facebook (https://www.facebook.com/Howmetaerospace/) , and YouTube (https://www.youtube.com/howmetaerospace) .

Howmet is proud to be an Equal Employment Opportunity and Affirmative Action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other applicable legally protected characteristics.

If you need assistance to complete your application due to a disability, please email [email protected]

Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable.

Position Summary

An Account Executive (AE), serves as liaison for our PBM clients. This is an excellent opportunity to work with Leadership both internally and externally! Being a best-in-class healthcare sales professional, you will use your years of expertise to grow our business through renewal, retention, and up-sell of existing clients. In this role, you will support our clients in the coalition business segment.

We strongly believe success is accomplished by:

- Leading the strategic account team as the quarterback and have full ownership for client happiness and service delivery.

- Influencing client up-sell opportunities through utilizing your consultative selling skills by recommending CVS Health solutions to meet key client needs.

- Developing and delivering quarterly and annual reporting to clients on their drug trend and financial performance and facilitates in identifying client cost-saving opportunities.

- Formulating responses to Request for Proposals (RFPs) through collaboration with primary internal partners such as underwriting.

- Executing client renewals by building relationships with key client partners and asking questions that lead to mutually beneficial innovative pharmacy benefit plan designs.

Your success as an Account Executive will be driven by your ability to grow revenue for the assigned book of business and achieving exceptional client satisfaction scores. Your aptitude to effectively communicate and build relationship with internal and external partners as well as exhibit accurate and solid judgment in handling complex items will be fundamental to your success. You must have a consultative approach and stay up to date on CVS Health’s programs and solutions as well as market trends. The contributions you will make as a Account Executive will position CVS Health for long term growth in the competitive PBM market.

This position can be located anywhere in the U.S. with the ability to work remotely or in a CVS Corporate Hub. You must have ability to travel up to 30% of the time. Travel may require but is not limited to flights, overnight stays, local travel, travel on short notice and other travel deemed necessary by the Company.

**This position can be located anywhere in the US as it is a remote role**

Required Qualifications

2+ years of cumulative Account Management or equivalent client-facing experience in healthcare.

* Must possess a valid and current driver’s license.

* Must possess personal vehicle sufficiently reliable to meet the requirements of the job and is appropriately insured.

*Proficiency in Word, Excel, PowerPoint

Preferred Qualifications

* Account Management experience or equivalent client-facing experience in pharmacy or PBM industry.

* Experience managing employer group or health plan accounts.

EducationBachelor's degree or equivalent experience may be considered.

Pay Range

The typical pay range for this role is:

$60,400.00 - $126,600.00

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. In addition to your compensation, enjoy the rewards of an organization that puts our heart into caring for our colleagues and our communities. The Company offers a full range of medical, dental, and vision benefits. Eligible employees may enroll in the Company’s 401(k) retirement savings plan, and an Employee Stock Purchase Plan is also available for eligible employees. The Company provides a fully-paid term life insurance plan to eligible employees, and short-term and long term disability benefits. CVS Health also offers numerous well-being programs, education assistance, free development courses, a CVS store discount, and discount programs with participating partners. As for time off, Company employees enjoy Paid Time Off (“PTO”) or vacation pay, as well as paid holidays throughout the calendar year. Number of paid holidays, sick time and other time off are provided consistent with relevant state law and Company policies. For more detailed information on available benefits, please visit jobs.CVSHealth.com/benefits

We anticipate the application window for this opening will close on: 05/31/2024

We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

The Human Capital Offering Portfolio focuses on helping organizations manage and sustain their performance through their most important asset: their people. Centered on five core issues, this Portfolio signifies to the market that we see Human Capital as a topic critical to the C-Suite. As we go-to-market we will show our clients that we serve more than HR organizations - from the CEO to CFO, Risk Manager to Business Unit leader-and that we deliver on our issues and help create value for our clients.

Human Capital As-A-Service

Today's disruptive environment calls for a different mindset and a new approach to drive organizational performance and enhance human capital development now and in the future. Deloitte Human Capital as a Service brings that insight, through broad and deep capabilities to help our clients optimize people, process, and technology to thrive in an unpredictable world.

Recruiting for this role ends on 5/24/2024.

Work you'll do

As part of our Business Strategy & Growth team, the Portfolio Management Specialist will be responsible for supporting the day-to-day strategy and innovation activities of one or more business portfolios, reporting to the Portfolio Owner(s), and will have the opportunity to collaborate with myriad teams and stakeholders across the firm to bring Deloitte's full breadth of capabilities to bear on portfolio initiatives. The right candidate will be able to support strategy development, drive execution of key initiatives, develop authoritative points of view and knowledge of the business over time, and foster meaningful relationships across the business. Specifically, you will:

+ Support Portfolio Owner(s) in developing strategy and strategic recommendations using quantitative and qualitative data (e.g., market analysis, competitive assessment, investment thesis and business case development, value proposition definition)

+ Conduct activities related to innovation, solution development, and product design/development, and innovation (e.g., ideation, customer needs/pain points, solution design/prototyping, roadmap development and management)

+ Co-develop and deliver immersive workshops and labs alongside team leadership

+ Maintain and leverage strong knowledge of general business and technology concepts, market dynamics, emerging technology, etc.

+ Manage day-to-day portfolio activities (e.g., project management/PMO, roadmap development and management, reporting), coordinating across multiple groups/stakeholders

+ Demonstrate exceptional organizational skills to track progress and milestones across multiple projects at a given time

+ Communicate clearly, concisely, and collaboratively with key stakeholders and manage key knowledge as it relates to your portfolio's priorities

+ Build trusted relationships with Deloitte colleagues and stakeholders

+ Contribute to a highly supportive, collaborative, impact-oriented team culture

Required Qualifications:

+ Bachelor's degree in relevant discipline

+ 2+ years of experience in one or more relevant disciplines (e.g., strategy, product/technology, innovation, venture capital / private equity)

+ 2+ years of proven collaboration and teamwork skills in a professional environment

+ 2+ years of project and/or portfolio management experience

+ 2+ years of tracking multiple milestones and objectives at a given time

+ 2+ years of experience demonstrating strong executive presence, communication, and stakeholder management skills

+ 2+ years of Microsoft Word, PowerPoint, and Excel

+ Limited immigration sponsorship may be available

+ Ability to travel 25-50%, on average, based on the work you do and the initiatives you work on

Preferred Qualifications

+ Advanced Degree in relevant discipline (e.g., business, technology)

+ 2+ years of Management consulting experience utilizing software or solution accelerators to enhance service delivery

+ 2+ years of Agile product strategy and Lean Start-Up business strategy

+ 2+ years in Data visualization

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

Possible Locations: Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boise, Boston, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Costa Mesa, Dallas, Davenport, Dayton, Denver, Des Moines, Detroit, Fort Worth, Fresno, Grand Rapids, Harrisburg, Hartford, Houston, Indianapolis, Jacksonville, Jersey City, Kansas City, Las Vegas, Los Angeles, Louisville, McLean, Memphis, Miami, Midland, Minneapolis, Morristown, Nashville, New Orleans, New York, Philadelphia, Pleasanton, Pittsburgh, Portland, Princeton, Raleigh, Richmond, Rochester, Rosslyn, Sacramento, Salt Lake City, San Diego, San Francisco, San Jose, Seattle, St. Louis, Stamford, Tampa, Tempe, Tulsa, Washington DC

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,600 to $141,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

For more information about Human Capital, visit our landing page at: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-human-capital-consulting-jobs.html

#HC24 #HCaaS24

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

**_Job Title:_**

Enterprise Account Executive

**_Role Overview:_**

Reporting directly to the Regional Director of Sales, the Enterprise Account Executive will cultivate new account relationships and business opportunities for Trellix. You will target large, enterprise accounts within a specified geographic territory. You will work with a well resourced team and sell in and deploy Trellix's revolutionary security strategy. You will be a part of the sales organization. You are the key to Trellix’s success.

**About the Company:**

Trellix is a global company redefining the future of cybersecurity. The company’s open and native extended detection and response (XDR) platform helps organizations confronted by today’s most advanced threats gain confidence in the protection and resilience of their operations. Trellix’s security experts, along with an extensive partner ecosystem, accelerate technology innovation through machine learning and automation to empower over 40,000 business and government customers. More at https://trellix.com .

**_About the role:_**

+ Support the business by meeting and exceeding your assigned quota.

+ Build new accounts in your territory, maximizing opportunities which will consistently yield both short-and long-term revenue.

+ Build future sales pipelines through the demonstration of deep account and territory planning.

+ Introduce Trellix's products as the best security solutions for your customers.

+ Build relationships within client accounts at every level. Engage with senior decision makers and influencers and be comfortable when discussing the impact of our strategy and solutions.

+ Explore multiple technology solutions and alternative product offerings for clients, to gain the support and acceptance of all parties.

+ Provide sales experience to your clients through high impact presentations, sales conference calls, new customer engagements and technical product demonstrations, both virtually and in-person, designed to showcase how Trellix’s strategy/solutions can provide value to them and more importantly, their end-users.

+ Partner with important teams (Product, Engineering, Sales Operations, Legal and others) and their leadership, in closing complex networking-security opportunities at the C-level, as well as developing winning value propositions and sales strategies for clients.

+ Understand important financial metrics and what they mean to your overall goal completion and ability to forecast pipeline activity.

+ Become an expert in your domain, develop appropriate technical expertise, understanding your solutions and your competitors, and the industry as a whole.

**_About you:_**

+ You have a successful background in selling security-focused software and cloud solutions to large enterprise organizations.

+ You have experience being a trusted advisor to an executive level audience providing complex security-based solutions.

+ You have proven customer-centric selling experience with the aim to increase revenues, build lasting value and provide our customers with long-term solutions.

+ Direct selling experience that will produce new account relationships, increase opportunities in your existing accounts and drive quota completion.

+ You have existing relationships, established contacts; and the intimate knowledge of our customers current challenges and needs.

+ A deep knowledge of networking topologies and other technologies our customers are using.

+ Success working in a multi-tiered, multi-divisional sales organization.

+ You have experience closing seven figure deals and a history of exceeding sales quotas.

+ Communication and Influence - You will adjust your communication style to fit the appropriate audience. You have the ability to make complex issues easy to understand.

+ Customer Experience - you will assume responsibility for solving customer problems and ensure commitments to customers are met.

+ You have 10+ years combined experience of the above in a high technology and/or information security environment.

This position is paid (in part) on a commission basis. The Base Pay Range is $105,000 - $195,000. The On Target Earnings (OTE) Range (base pay plus on target commission) is $210,000 – $390,000. Actual base pay within the Base Pay Range and actual OTE within the OTE Range will depend on varying circumstances, including the work location, individual qualifications, company budget and other operational business needs. Compensation may also include long-term incentives, subject to various metrics and company policy.

**_Company Benefits and Perks:_**

We work hard to embrace diversity and inclusion and encourage everyone to bring their authentic selves to work every day. We offer a variety of social programs, flexible work hours and family-friendly benefits to all of our employees.

+ Retirement Plans

+ Medical, Dental and Vision Coverage

+ Paid Time Off

+ Paid Parental Leave

+ Support for Community Involvement

We're serious about our commitment to diversity which is why we prohibit discrimination based on race, color, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.

Trellix is a global company redefining the future of cybersecurity. The company’s open and native extended detection and response (XDR) platform helps organizations confronted by today’s most advanced threats gain confidence in the protection and resilience of their operations. Trellix’s security experts, along with an extensive partner ecosystem, accelerate technology innovation through machine learning and automation to empower over 40,000 business and government customers. More at https://trellix.com .

**Who Are We?**

Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

**Job Category**

Underwriting

**Compensation Overview**

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

**Salary Range**

$140,200.00 - $231,300.00

**Target Openings**

1

**What Is the Opportunity?**

National Accounts provides casualty solutions for clients with significant risk with coverages such as Workers' Compensation, General and Product Liability, as well as Commercial Automobile Liability. The Account Executive Director (AED), National Accounts will partner with agents, brokers, and customers to provide guaranteed cost and loss sensitive coverage for new and renewal business based on customers' needs. This role has the highest level of production, technical, and sales expertise and is a technical resource for the region/business unit. As an AED, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess the most complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.

As of the date of this posting, Travelers anticipates that this posting will remain open until 7/26/24.

**What Will You Do?**

+ Manage the profitability, growth, and retention of an assigned book of business. The book of business owned is comprised of accounts with the highest complexity.

+ Underwrite and skillfully negotiate the most complex customer accounts to minimize risk and maximize profitability.

+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.

+ Foster and maintain relationships with external partners by regularly meeting in person with agents, brokers, and customers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.

+ Identify and capture new business opportunities using consultative marketing and sales skills. The sales process to target new accounts has a long runway (6 months to 1 year).

+ Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.

+ Provide coaching, mentoring, and strategic counsel on underwriting to all levels of underwriters within region or business unit.

+ Perform other duties as assigned.

**What Will Our Ideal Candidate Have?**

+ Bachelor’s degree.

+ Eight to ten years of relevant underwriting experience with experience in National Accounts.

+ Expert level knowledge of National Accounts products, the regulatory environment, and the local insurance market.

+ Deep financial acumen.

+ Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.

+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.

+ CPCU designation.

**What is a Must Have?**

+ Five years of underwriting experience.

**What Is in It for You?**

+ **Health Insurance** : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.

+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.

+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.

+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.

+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

**Employment Practices**

Travelers is an equal opportunity employer. We believe that we can deliver the very best products and services when our workforce reflects the diverse customers and communities we serve. We are committed to recruiting, retaining and developing the diverse talent of all of our employees and fostering an inclusive workplace, where we celebrate differences, promote belonging, and work together to deliver extraordinary results.

In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ([email protected]) so we may assist you.

Travelers reserves the right to fill this position at a level above or below the level included in this posting.

To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/ .

Senior Financial Analyst (3153)at SMX(View all jobs) (https://www.smxtech.com/careers/)

United States

SMX is seeking a Senior Financial Analyst who will independently deliver services to clients through the demonstration of deep financial functional knowledge within the context of our organization. They will lead and administer the financial management of a TDL(s) under a large contract. They will be responsible for all the financial activities in support of that TDL. They are members of the program management team and work with the Sr. Financial Analyst and the Program Manager in meeting the overall contract goals and objectives. They interface with TDL Project Manager, senior technical staff, as well as other functional organizations including Contracts, Subcontracts, Finance, Accounts Receivable, and Procurement. They oversee and direct work assignments of Jr. Financial Analyst who support their TDL but will not serve as a career manager.

**Essential Duties and Responsibilities** **:**

+ Lead the financial management of multiple complex TDL(s) by providing cost, schedule, and funding planning, reporting, monitoring and analysis support to the Program Manager. This includes developing Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets and schedules.

+ Lead TDL Project set up in compliance with contractual terms, conditions and requirements.

+ Prepare TDL Project financial Estimates at Complete (EAC) and meet deadlines for submission requirements.

+ Identify TDL Project risks and profit improvement opportunities and provide analytical contribution in working financial resolution with PM, Contracts, Procurement and Finance/Accounting.

+ Monitor TDL and manpower cost on a weekly basis ensuring that actuals are within budget and charged to the correct job number. Process incorrect cost transfers as required.

+ Ensure cost reporting documentation is correct by performing TDL analytical review and arithmetic checks.

+ Prepare accurate and complete TDL variance analysis and reporting.

+ Monitor TDL funding status (to include subcontractor funding status), providing reliable and timely notification of funding status by line-item detail as required.

+ Support accounts receivable as required during the billing processing (i.e. Review TDL edit file and ensure cost that will be billed are accurate and allowable against the TDL).

+ Prepare subcontractor accruals as services/goods are received in accordance with GAAP and internal policies to ensure that the TDL’s costs/commitment is accurately captured and reported internally and externally.

+ Perform ad-hoc financial analysis on TDL(s) as requested by PMO and others.

+ Ensure adherence to Generally Accepted Accounting Principles (GAAP), Sarbanes-Oxley, FAR and all company policies and procedures as they are related to the TDL performance and financials.

+ May serve as a career manager for direct reports. If serving as a career manager, tasking may include timesheet approval/review, providing candid feedback concerning performance, preparing annual assessment(s), and growing and developing skillset of their staff.

+ Ability to build relationships across functional teams and internal Business Partners.

+ Possession of excellent oral and written communication skills.

+ Possession of excellent data management, problem solving and critical thinking skills.

+ Possession of excellent organization skills.

**Required Skills:**

+ Clearance Requirement: Must be able to obtain a clearance if a program requires it

+ Knowledge of all contract types (CP, T&M, FFP).

+ 10 years’ experience with project cost control, or financial management and contract interpretation, budget development, including financial data, analysis, and reconciliation of estimations verses actuals.

+ Prioritize workload in a fast-paced environment and handle a high volume of work.

+ Experience and Knowledge with Joint Travel Regulations (JTR) rules and guidelines.

+ Experience with Microsoft Office Suite, including Excel, PowerPoint, Word, SharePoint

+ Collect and analyze data from multiple sources and identify, research, and solve financial problems and program risks.

+ Manage and direct work assignments of junior staff. Prioritize workload in a fast-paced environment and handle a high volume of work.

+ BA or BS Degree is desired.

**US citizenship required for work under DOD contract**

\#LI-REMOTE

At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

SMX is committed to hiring and retaining a diverse workforce. All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information. SMX is an Equal Opportunity/Affirmative Action employer including disability and veterans.

Selected applicant will be subject to a background investigation.