Operations Research Analyst Salary in North Carolina, USA

An insurance provider in the Charlotte, NC area is looking for a Statistical Reporting Analyst for a large commercial insurance provider. This position is responsible for compiling, developing, and analyzing premium, loss and expense data to support external and internal reporting requirements of a statutory or statistical nature. They will also be responsible for preparing and filing statistical reports, data calls, and assessment reports in a timely and accurate manner to boards, bureaus, federal and state agencies. Duties and Responsibilities include but are not limited to: Compiles and analyzes data in preparation to submit reports of premium and claims statistics to state insurance department, NCCI, independent rating bureaus and regulatory agencies.Responds to regulatory agencies, NCCI's and independent rating bureaus' questions after researching and resolving issues with business units.Works with ISO (outsourced process) to ensure unit statistical reports are timely and accurately submitted.Act as a liaison with ISO, NCCI and other state rating bureaus on statistical reporting issues.Manages the DMV reporting process working with ISO (CV-ALIR), Business Operations, IT and State DOI's. Investigate/correct Auto Liability Insurance Reporting (ALIR) errors. Monitor errors, fines and industry changes.Pay all state and bureau fund assessments and surcharges.Submits new and renewal application fees for Company licenses in accordance with statutory requirements.Investigates data quality issues and develops workflows for resolution.Document requirements for new and changes to existing regulatory reports and data extractsAssist in the development and testing of Medical and Indemnity Data Calls.Validate new regulatory reports and extracts, assist in troubleshooting discrepancies and perform user testing.Strong interpersonal skills and ability to work with technical and business team members.Strong analytical skillsProficiency in Microsoft office programs - Excel, Word, PowerPoint, and SharePoint.MUST HAVES:1+ years' experience in commercial insurance or similar regulatory compliance Knowledge and understanding of premiums, losses, claims, policiesSharePoint and Excel experience PLUSSES:Commercial Insurance knowledge a plus but not required.College DegreePrior experience preparing and submitting reports, data calls, NCCI unit statistical reporting process and paying assessments to state insurance departments, NCCI and independent rating bureaus and regulatory agencies a plusNCCI and independent rating bureaus and regulatory agencies a plus

The final salary or hourly wage, as applicable, paid to each candidate/applicant for this position is ultimately dependent on a variety of factors, including, but not limited to, the candidate's/applicant's qualifications, skills, and level of experience as well as the geographical location of the position.Applicants must be legally authorized to work in the United States. Sponsorship not available.Our client is seeking a SOC Analyst II in Greensboro, NC.Role Description• The SOC Tier II Analyst is responsible for monitoring, analysis, response, and escalation of security incidents and events. The Security Operations Center is the first line of detection and defense which actively monitors the SIEM (Security Information & Event Management), reviews log and event data, and works tickets associated with said data. Providing research using internal and open source tools, resolving and escalating incidents using established policies and procedures.• Monitoring and analysis of logs, alerts, and external data sources to determine any security and/or operational impact to the organization.• Performs research on security events and threat intelligence data using internal and open source tool. Performing proactive threat research and validation for security event data generated from monitoring tools and/or manual analysis.• Creation of Reference Sets within the SIEM tool to assist Tier 1 SOC Analysts with threat research.• Monitoring IPS (Intrusion Prevention System) events and performing analysis on the data providing recommended actions or escalating to incident analysts for further review.• Trains all new SOC Tier I Analysts in the usage or all security tools and the execution of all SOC procedures.• Acts as an escalation point for the Tier I SOC Analysts. Resolves or escalates cyber security incidents and events as part of the established policies and procedures.• Assists with the containment of threats and remediation of the environment during or following an incident.• Collaborates with technical teams to identify, resolve, and mitigate security events as part of the Incident Response Plan.• Evaluates unwarranted changes within the environment as part of monitoring rules within the SIEM tool.• Creates and executes SOC compliance reports as necessary for risk and compliance teams.• Monitors SIEM environment for Global organization, providing resolution to events and incidents triggered within the SIEM tool as part of the day to day operations.• Ensures that critical infrastructure is reporting into the SIEM and reports any systems that are not reporting to the appropriate team/s.• Performs documentation of event analysis and records this data within our Incident Tracking tool. Ensuring all relevant data is captured within each incident.• Assists with the triage of service requests from internal teams within the organization through our incident ticketing system.• Enhances detections, alerts, and other cyber event correlation rules within the SIEM to reduce false positives.• Approves various block requests originated by the Tier I SOC Analysts.• Manages the SOC documentation repository by providing oversight of the annual SOC Documentation review process. Provides recommendations for procedural updates and improvements. Reviews recommendations proposed by Tier I SOC Analysts.• Represent the Security Operations team in various SOC, Incident Response, and Cyber Security projects.Skills & Requirements• Years of Related Professional Experience: 3+ years• Experience executing security incident handling processes and procedures.• Working knowledge of Networking fundamentals including but not limited to; The OSI Model, TCP/IP, DNS (Domain Name System), HTTP, SMTP), System Administration and/or Architecture.• Proficient understanding of various Operating Systems and their architectures: Windows, Unix/Linux and OSx.• Previous experience operating and tuning SIEM tools, IBM QRadar experience preferred.• Effective communication skills with the ability to work in a highly collaborative environment across many different disciplines.• Strong relationship skills and collaborative style to enable success across multiple business partners with a focus on building partnerships.• Excellent analytical and problem-solving skills.• Scripting capabilities in bash, python, ruby considered a plus.• A bachelor's degree in computer science, information systems or other related field (preferred); or equivalent work experience.Professional security management certifications such as; Global Information Assurance Certification (GIAC) certifications such as GCIA, GCIH, Certified Information Systems Security Professional (CISSP) or other similar credentials are a plus.• Minimal travel requirementsBenefits/Other CompensationThis position is a contract/temporary role where Hays offers you the opportunity to enroll in full medical benefits, dental benefits, vision benefits, 401K and Life Insurance ($20,000 benefit).Why Hays?You will be working with a professional recruiter who has intimate knowledge of the industry and market trends. Your Hays recruiter will lead you through a thorough screening process in order to understand your skills, experience, needs, and drivers. You will also get support on resume writing, interview tips, and career planning, so when there's a position you really want, you're fully prepared to get it.Nervous about an upcoming interview? Unsure how to write a new resume?Visit the Hays Career Advice section to learn top tips to help you stand out from the crowd when job hunting.Hays is committed to building a thriving culture of diversity that embraces people with different backgrounds, perspectives, and experiences. We believe that the more inclusive we are, the better we serve our candidates, clients, and employees. We are an equal employment opportunity employer, and we comply with all applicable laws prohibiting discrimination based on race, color, creed, sex (including pregnancy, sexual orientation, or gender identity), age, national origin or ancestry, physical or mental disability, veteran status, marital status, genetic information, HIV-positive status, as well as any other characteristic protected by federal, state, or local law. One of Hays' guiding principles is 'do the right thing'. We also believe that actions speak louder than words. In that regard, we train our staff on ensuring inclusivity throughout the entire recruitment process and counsel our clients on these principles. If you have any questions about Hays or any of our processes, please contact us.In accordance with applicable federal, state, and local law protecting qualified individuals with known disabilities, Hays will attempt to reasonably accommodate those individuals unless doing so would create an undue hardship on the company. Any qualified applicant or consultant with a disability who requires an accommodation in order to perform the essential functions of the job should call or text 813.336.5570.Drug testing may be required; please contact a recruiter for more information.#LI-DNI #1162065 - Samantha Stolte

Overview:Position is responsible for working with various internal and external customers regarding contract payor terms, policy/procedure updates, payor administration, variances/contract modifications, pricing updates, as well as anything that has an operational impact on the organization. Strong analytical skills needed to compile and analyze data including: managed care denials/underpayment/ overpayment identification and resolution, contract modeling and evaluation, filing appeals as well as aiding in decision support reporting. This position is responsible for day-to-day oversight of the contract compliance, payor relationships, co-ordination of payer onsite meetings and cross training with Provider Enrollment Specialist for credentialing and re-credentialing duties. Must work within contract language and have an understanding of healthcare reimbursement methodologies and language. Majority of time will be spent working within Microsoft Excel, performing data analysis, tracking, trending and research. Will also work with Contract Modeling software.Duties:Develops and manages contract variance reporting, account research and evaluation for correct payments. Variance reporting should be maintained on 1-week intervals for up-to-date reporting. In some cases daily reporting will be needed.Leads in the identification, review and collection of contractual variances discovered through variance reporting within five days of discovery. Follow-up at appropriate intervals to ensure payor investigation and compliance. (10,30,45,60 day intervals)Denials management. Researches and accurately ascertains whether denials by Payors are appropriate and if not, must appeal accounts according to Payor policies and procedures in order to overturn denial decisions. Must also track overturned denials, perform follow-up on appeals and accurately record overturned, additional dollars obtained.Acts as the liaison between contracted payors and internal departments for escalated contractual and reimbursement issues, including but not limited to, managing quarterly payor meetings, payor updates and communications and on contract compliance issues and payor responses.Responsible for the scan and upload of all hospital and physician contracts and fee schedules into DocuShare or other appropriate contract management system.Aid in any Decision Support data assembly and analysis as needed.Responsible for maintaining Payor contract contact listing with contract specific timeframes.Gatekeeper for Managed care shared folders, documentation maintenance. Will aid in the creation of fee schedule matrix and or database that houses Managed Care Payer fee schedules for CVMC and CVMG.Liaison between Managed Care Director and CVMG, for Managed Care contract assistance and direction.Provides backup to Managed Care Provider Enrollment Specialist.Manage administrative duties for team as needed, including supply management, reference management, and liaison between department and environmental services.Required Education:Associate's degree from an accredited college or a minimum of four years' experience with managed care contracting or payor relations. Must possess a strong understanding of managed care operations/reimbursement methodologies. Strong to advanced Microsoft Excel and analytical skills required. Intermediate level of Microsoft Word and PowerPoint.Required Experience:One year of applicable experience, if candidate has no experience they must have completed a successful healthcare or finance oriented internship with good references or an extensive managed care or an analytical background. Knowledge of healthcare reimbursement with a familiarity of CPT codes, DRGs, ICD-9s, & billing methodology for hospitals and physician practices. An understanding of managed care contracts and experience in contract variance reporting, denials and appealsis helpful. Demonstrated experience in problem-solving, critical thinking, accomplishing tasks on assigned timelines, and evidence of sound judgement. Excellent PC, Excel skills and ability to learn and use new software applications is important. Excellent communication and customer service skills. Given experience and on-the job training, incumbent should be proficient in the basic aspects of the position in three months of employment date.

AllscriptsWelcome to Veradigm! Our Mission is to be the most trusted provider of innovative solutions that empower all stakeholders across the healthcare continuum to deliver world-class outcomes. Our Vision is a Connected Community of Health that spans continents and borders. With the largest community of clients in healthcare, Veradigm is able to deliver an integrated platform of clinical, financial, connectivity and information solutions to facilitate enhanced collaboration and exchange of critical patient information.Veradigm Life ScienceThe Veradigm Network is well-positioned to address the unique needs of Life Sciences customers. By leveraging the Veradigm Network, research data and associated insights become both an output of care delivery, as well as additional knowledge to improve quality of care, a true virtuous cycle.Our portfolio of solutions provides insights using real-world data directly sourced from the Veradigm Network. These solutions can help Life Sciences customers discover timely, actionable real-world evidence to improve patient experience and outcomes, and demonstrate how their products can benefit appropriate patient populations.Job SummaryThe Programmatic Ad Operations Analyst will be a key member of the Life Sciences Commercial (LSC) team and will work closely with internal stakeholders (including Ad Ops, Sales, Business Intelligence, Legal and Finance) as well as external stakeholders (including clients, Demand-Side Platform partners, technology partners, and ad agencies).The ideal candidate can effectively manage multiple projects simultaneously and successfully balance/prioritize workload, all while executing and communicating in an efficient and professional manner. The candidate must be a quick learner of proprietary tools and technologies, while providing outstanding customer service to our key strategic partners and sales team counterparts.What you will contribute:Working closely with our Demand-Side Platform partners by monitoring campaigns and performanceDiligent campaign/creative reviewing, QA, documenting and archiving of all live mediaAssisting with internal and external campaign auditsDrafting and scoping potential deal terms and proposalsWorking to grow revenue by fulfilling client deliverables and providing technical troubleshooting support, analyzing deal strengths/weaknesses, insights and optimizations across PMPs, preferred programmatic guaranteed deals, analyzing performance data to highlight key trends, etc.Collaborating with Sellers & Account Managers to pioneer strategic plans and optimizations to meet identified KPIs for high priority campaignsCollaborating with our partners on both the buy side and technology sideAssisting Ad Ops team with pre- and post-launch trafficking responsibilities and inquiries pertaining to the delivery of some direct-sold pharmaceutical sponsored advertising programs on the Practice Fusion and Veradigm ePrescribe EHR platformsAssisting with executing campaign launches, reporting needs, monitoring/tracking campaign pacing, reporting discrepancies and campaign optimizationsIdentifying and resolving technical issues related to campaign assets/tags/pixels for both clients and internal teamsManaging pipelines for active and potential campaigns in SalesforceAssisting with advertiser preparation and publisher-side launch responsibilities in addition to helping provide relevant data to support the preparation of proposalsAssisting in managing the creative approval process and communicating & rendering creative revisions pre- and post-launch, including screenshot mockupsWorking directly with the Finance team on monthly billing, reporting, reconciling and subsequent invoice revisions or adjustmentsThe ideal candidate will have:Bachelor's Degree or equivalent Business experience (RequiredAt least two to three years of prior digital advertising operations experience with a focus on ProgrammaticHealthcare industry, pharmaceutical products and/or EHR familiarity is a plusFamiliarity with the programmatic advertising ecosystem (including Ad exchanges, DSPs, SSPs, etc.)Knowledge of header bidding and auction system technologies, multiple ad serving technologies and reporting systems including: DoubleClick for Publishers/Google Ad Manager, Google AdX, Salesforce, Atlassian JIRA/Confluence, DoubleClick Campaign Manager, StaqBasic knowledge of HTML/JavaScript and SQL (SQL a plus, but not required) and intermediate knowledge of Excel and pivot tablesAttention to detail; diligent, proactive, organized, accountable, analytical, and highly motivated team playerTravel Requirements: Less than 10% travel Working Arrangements: Work can be performed in a standard office environment or in a home office setting. Compliance Job responsibilities include fostering the Companys compliance with all applicable laws and regulations, adherence to the Code of Conduct and Compliance Program requirements, policies and procedures. Compliance is everyones responsibility.#LI-REMOTE Enhancing Lives and Building CareersVeradigm believes in empowering our associates with the tools and flexibility to bring the best version of themselves to work and to further their professional development. Together, we are In the Network. Interested in learning more?Take a look at our Culture, Benefits, Early Talent Program, and Additional Openings.We strongly advocate that our associates receive all CDC recommended vaccinations in prevention of COVID-19.Visa Sponsorship is not offered for this position.Veradigm policy is to provide equal employment opportunity and affirmative action in all of its employment practices without regard to race, color, religion, sex, national origin, ancestry, marital status, protected veteran status, age, individuals with disabilities, sexual orientation or gender identity or expression or any other legally protected category. Applicants for North American based positions with Veradigm must be legally authorized to work in the United States. Verification of employment eligibility will be required as a condition of hire. Veradigm is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse and inclusive workforce.From a "VEVRAA Federal Contractor" We request Priority Referral of Protected VeteransThis is an official Veradigm Job posting. To avoid identity theft, please only consider applying to jobs posted on our official corporate site.Thank you for reviewing this Veradigm opportunity! PI240937991

Location: Charlotte, NCSalary: $80,000.00 USD Annually - $95,000.00 USD AnnuallyDescription: Our client is currently seeking a Financial Analyst This job will have the following responsibilities:Responsible for carrying out and overseeing functions related to financial analysis and cash reconcilement. Serves as a point of contact for maintenance and continuing development of the treasury software and related systems, including overseeing some aspects of these software systems. Interacts with key Financial Administration and Patient Financial Services stakeholders to ensure banking activity is reconciled to accounts receivable.Researches and analyzes financial, banking, and patient billing data and trends to assist in accurate bank reconciliation and smooth patient billing operations and oversee staff that complete these functions. Ensures completeness, accuracy, and integrity of databases, mappings, and reference tables within the cash application software system. Analyzes and interprets financial data and reports to provide guidance and create action plans. Provides input to the team on tasks and system workflows. Serves as a resource and subject matter expert (SME) on cash reconciliation processes. Cultivates and maintains strong working relationships with team members, colleagues across the organization, and services providers/vendors. Prepares accurate and timely information for strategic and operational decisions. Works with the Information Systems department and software vendors to resolve system issues. Reviews journal entries and account reconciliations to ensure the organization records and financial statements are maintained in accordance with generally accepted accounting (GAAP) principles. Assists in educating end users of system features, capabilities, and enhancements as they become available. Qualifications & Requirements:Must possess effective critical thinking and communication skills and a high degree of innovative ability, initiative, and individual judgement. Ability to retrieve and evaluate information from various financial and operational systems. Advanced computer skills, including proficiency in Excel, PowerPoint and Outlook as well as ability to interpret and learn financial software as needed. Bachelor's degree in Accounting, Finance, Business Administration, or Information Systems required. Minimum 3-5 years of financial analyst or treasury analyst experience (or an equivalent role) required. Contact: [email protected] job and many more are available through The Judge Group. Find us on the web at www.judge.com

Accelerate your career at RXO. RXO is a leading provider of transportation solutions. With cutting-edge technology at the center, we’re revolutionizing the industry with our massive network and commitment to finding solutions for every challenge. We create more efficient ways for shippers and carriers to transport goods across North America. As the Analyst, Order to Cash at RXO, you will be responsible for the daily monitoring, cash and collection management of a dedicated portfolio of customers. You will focus on the improvement of the overall status of customer accounts by communicating with internal and external customers to increase cash flow and reduce risk by resolving root cause issues impacting customer payment. What your day-to-day will look like: Manage high revenue accounts by analyzing and resolving issues driving delinquency. Handle customer, sales, pricing, billing, invoicing, and other Order to Cash-related escalations. Review and comprehend customer specific billing requirements, billing methods, payment methods, and payment trends. Proactively use multiple resources to research, resolve and respond to complex customer issues by gathering information, analyzing data, and determining root causes Work with cross functional departments (Operations, Customer Onboarding, Cash Apps., National Account Sales Support, EDI, Corrections, and Invoicing/Billing) for resolution on root causes. Responsible for the resolution and management of outstanding invoices and delinquent accounts Audits and analyzes aging reports, tracking collection efforts and may initiate outside collection approach for unresolved delinquent accounts. Reconcile accounts on a routine basis to ensure credits and payments align with invoicing and work with internal and external customers to collect and resolve. Prepare clear and concise communications to engage with customers and internal parties to resolve and collect delinquent invoices and account issues. Leverage collection software, Oracle financial system, Transportation Management system(s) and Microsoft Excel (including pivot tables and v-lookups) Prepare for, schedule and/or conduct meetings with internal and/or customer contacts. What you’ll need to excel: At a minimum, you’ll need: Bachelor’s degree or equivalent related work or military experience 1 year of cash applications, billing, and commercial account receivable experience Ability to interpret contracts and research data to determine the root cause of issues It’d be great if you also have: 3 years of cash applications, billing, and commercial account receivable experience Above-average proficiency with Microsoft Office, including advanced Excel skills (V-Lookup, Pivots, etc.), Oracle, HighRadius, GetPaid systems Ability to prioritize and manage multiple responsibilities and changing priorities We’re a company where you can continually advance your career, no matter your background - the opportunities are endless and yours for the taking. If you’re driven and looking for a place to grow, come join us. Does this sound like you? Check out what else RXO has to offer. Massive Benefits Competitive pay Health, dental and vision insurance 401(k) with company match Life insurance, disability Employee Assistance Program (EAP) Paid time off Tuition reimbursement program Our Culture We do great things when we are inclusive and work together. To perform with excellence, we learn from one another, value diverse perspectives, operate safely, and build strong relationships. We welcome everyone regardless of background, identity or ability. The Next Step Ready to join our team? We’d love to hear from you. Fill out an application now and join our talent community to learn about future opportunities. We are proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test. The above statements are not an exhaustive list of all required responsibilities, duties and skills for this job classification. Review RXO's candidate privacy statement here and RXO's Privacy Notice to California Job Applicants here .

Who We Are: Ongoing threats to national security require timely intelligence data, including signal intelligence obtained through electronic surveillance. Since the 1940s, SwRI has supported U.S. and friendly foreign governments, as well as commercial clients. This position has the option of being a fully remote in the following states: AL, AZ, Dis. of Columbia, FL, GA, MA, MD, MI, MN, NH, NJ, NC, OH, OK, OR, TX, UT, VA, WV only. Alternate work location is Warner Robins, GA Objectives of this Role: AI Research related to cognitive Electronic Warfare (EW).Apply advanced AI/ML concepts to solve real-world problems.Daily and Monthly Responsibilities: Develop AI solutions working with EW domain SMEs.Interface with USAF and DoD level AI research organizations applied to EW.Develop and execute internal research related to AI applied to EW.Requirements: Requires a Masters degree in Systems Engineering, Electrical Engineering, Computer Engineering, Data Science, Engineering Science.2 years: Relevant digital signal processing coursework/experience, preferably in the EW or RF realm.Coursework in Artificial Intelligence and/or experience, with preferred emphasis as applied AI/ML to signal processing.Preferred experience with a variety of AI tools (Python, MATLAB and Lava) as well as programming languages (Python, C++ and C#).A valid/clear driver's license is required. Special Requirements: Work assignment is in Warner Robins, Georgia. Applicant selected will be subject to a government security investigation and must meet eligibility requirements for access to classified information. Applicant must be a U.S. citizen. Job Locations: Warner Robins, Georgia Or Remote For more information about this division, visit the Defense & Intelligence Solutions home page. For benefits information at our San Antonio location, click here. For benefits information at all other locations, click here. An Equal Employment Opportunity/Affirmative Action Employer Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disabled/Veteran Committed to Diversity in the Workplace

Position: Senior Analyst, Financial Planning and AnalysisLocation: Ballantyne, NC \(Hybrid)Position Overview: The Senior Analyst, FP&A is responsible for analyzing Columbus McKinnon's business results, in addition to broader domestic and global economic data. Results of the analysis are compiled and presented to management and Executive Leadership Team to support business decisions. The role assists in the preparation and consolidation of the annual strategic plan, the annual budget, monthly forecasts and ad-hoc projects. The Senior Analyst, FP&A is a Power User of the company's Business Intelligence systems enabling the standardization of global reporting for analytics and data consumption. The Senior Analyst will work collaboratively and be a business partner with Global Operations, Research & Development, and leaders at all levels of the organization to monitor performance and develop/ implement financial processes, which encourage the execution of the Company's strategic initiatives. This is a progressive financial analytical role, not bound by traditional accounting and FP&A functions limited to only financial consolidation and analysis. Working in a fast-paced environment, the Senior Analyst must be highly skilled in Microsoft Excel and have a systems-orientation to be agile enough to develop and achieve the analytical requirements of key stakeholders.Essential Duties and Responsibilities:Assist in developing, compiling, and analyzing the annual financial budget, monthly forecasts, and annual strategic business planSupport department leaders in project management, ad-hoc reporting and analysis of indicators to measure performance/ execution of Plant, Supply Chain and New Product Development objectivesAnalyze current and past trends in key performance indicators (KPI's) including all areas of revenue, gross margin, SG&A expense and capital expendituresMonitor other KPI's highlighting trends and analyzing causes of unexpected variance.Collaborate with global employees to investigate variances and apply problem solving skills in the global organizationDevelop financial models and analyses to support strategic initiativesAnalyze complex financial and business information and reports to provide accurate and timely financial recommendations to management for decision making purposesSupport the Executive Leadership Team and their teams with in-depth analysisDevelop models, which allow the Company to evaluate Returns on Investment, Internal Rates of Returns and Net Present Values of business investmentsCompile and consolidate peer, market and industry data to monitor company performance in the context of macroeconomic developmentsPrepare presentation materials for Executive Leadership Team and Board of Directors regarding financial and strategic activities for the CompanyUtilize, develop and standardize Business Intelligence reporting that can be leveraged by the global organizationCollaborate with the Power BI Team to support executive decisions and empower stakeholders to understand their business, customers and vendors in new waysKnowledge, Skills, Competencies, and Abilities: Collaborate and proactively work across the global organization with a skillset to distill large datasets into management level models and presentationsAbility to interpret company financial statements to understand to improve key financial metricsExperience in presenting to an executive leadership team or C-suiteMust be able to work independently and as a team on projectsAbility to analyze large amounts of data throughout the global organizationStrong Microsoft Excel and financial modeling (Power Query preferred)Strong Microsoft PowerPoint and presentation skillsStrong organizational skills to manage multiple tasks and competing priorities independentlyFamiliarity and experience sourcing data from multiple ERP systems and Business Intelligence ToolsBasic understanding of US GAAP and other accounting regulationsAbility to work in a fast paced, highly productive environment where projects and direction can change quickly while creating thorough and detailed designs and documentation.Works well in a team and ability to articulate with excellent verbal and written communication skillsAbility to think creatively, highly driven and self-motivatedStrong technical skills, data driven and detailed oriented. Demonstrated ability to "roll-up sleeves" and work with team members at all levels of the organization in a hands-on management capacityAbility to work cooperatively with hands-on management or with minimal supervisionStrong Business Systems Experience (SAP, Oracle HFM/FCCS, Power BI)Other duties, as assignedRequired Qualifications: Bachelor's degree in accounting, finance, economics or related field;MBA or other Graduate certifications preferred4+ years experience executing financial/ accounting/ business analytics in a fast-paced work environmentPublic company experience preferred3+ years experience in building and maintaining complex, excel-based financial models10%+ Travel in Columbus McKinnon's global footprintAbout Columbus McKinnon:Columbus McKinnon is a leading worldwide designer, manufacturer and marketer of intelligent motion solutions that move the world forward and improve lives by efficiently and ergonomically moving, lifting, positioning and securing materials. Key products include hoists, crane components, precision conveyor systems, rigging tools, light rail workstations and digital power and motion control systems. We are focused on commercial and industrial applications that require the safety and quality provided by our superior design and engineering know-how. Columbus McKinnon is a publicly traded company that has been in business for almost 150 years - proud of our heritage, where we come from, and where we're going. As Columbus McKinnon grows globally, so does our need for driven and inspired employees. Join our winning team!Columbus McKinnon Corporation promotes a diverse and inclusive workforce and is an Equal Opportunity Employer that does not discriminate against employees or applicants for employment on the basis of race, color, national origin, ancestry, age, religion, sex, gender, gender identity, gender expression, sexual orientation, physical or mental disability, medical condition, genetic information, military or veteran status, marital status, or any other Federal or State legally-protected classes. We also value the safety of all associates and work hard to maintain a Drug Free Workplace.

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day. In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well. We are looking to add an Investment Analyst to the team in our Charlotte, NC office. The ideal candidate will possess strong computer and analytical skills and a passion for investments. We are looking for an individual with an experience in data analysis and a desire to develop skills and contribute to a team. A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, and promptness are necessary in all tasks and responsibilities. Investment Analyst Responsibilities:Gather and analyze fundamental data to inform investment strategy.Work with wealth advisors on designing portfolios for prospective clients.Prepare internal and external communications on relevant investment topics, to better help clients and advisors navigate volatile markets.Analyze, create, and execute trades in client portfolios to bring into alignment with investment allocations.Process simple and complex tax trading requests for gain/losses at advisors' requests.Primary responsibility for the trading functions within the firm as part of the trading team, including trading mutual funds, equities, options, and individual bonds in client accounts to ensure adherence with our recommended model portfolios. Audit client transactions, fees, cash balances, and securities to ensure compliance with firm policies. Monitor market conditions and execute trades in a timely and efficient manner.Collaborate with portfolio managers and research teams to implement investment decisions.Work closely with the operations team to resolve trade-related issues and discrepancies.Continually assess current procedures and programs for continuous improvement. Utilize trading platforms, order management systems, and other financial tools to execute trades.Maintain accurate records of trades and transactions.Assist in the preparation of reports for internal and external stakeholders, including performance reports and compliance documentation.Proactively assess clients' portfolio allocation to determine if they are within tolerance bands.Run weekly reports for advisors.Travel:Some travel is required, up to 20%. Required Qualifications and Skills: Bachelor's degree in Finance, Accounting, Economics, Business or a related field. One to four years' experience working in research in the financial services industry, preferably in an RIA or broker/dealer. Experience working in a Portfolio Management System, Tamarac or Orion preferred. Strong analytical and quantitative skills. Exceptional attention to detail and ability to work in a fast-paced, high growth environment. Proficiency in Microsoft Office Suite, with a special emphasis in ExcelExcellent verbal and written communication skills. Ability to collaborate effectively within a team. Self-starter with problem-solving ability, adaptability and flexibility. Ability to work both independently and in a team environment. A genuine desire to serve with excellence. Preferred Qualifications and Skills: MBAExperience with financial analysis software such as Bloomberg or Morningstar.Desire to obtain Series 65 and CFA. Physical Requirements: Prolonged periods of sitting at a desk and working on a computerMust be able to lift 15 pounds at timesBenefits: Health, Dental, and Vision benefit options401KNine paid holiday days per year, plus two floating holidaysExtra vacation day on your birthday weekThree weeks of PTO, increasing to four weeks after three years of serviceFour weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticalsCompensation commensurate with experienceLegal: Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

Role: Middle Office AnalystClient: Large Financial ClientDuration: 6mo+ contractLocation: Hybrid in Charlotte, NCRequirements:o 5-7 year of experience of data analysis, testing data integrity and implementing controlso Global Market or Corporate Treasury platformso Extensive knowledge of derivatives (OTC, Cleared and ETD) and how new activity and daily market moves impact the associated collateral positionso Ability to understand and explain PNL movements and substantiate data to the Balance Sheet / General Ledgero Experience with providing reporting for regulatory reporting, submitting data for senior level management reporting, or similar types of reportingo Innovative team player who can generate new and creative ideas to complex problemso Advanced Excel or SQL skillso Fixed income, securities, settling bondso Margin movementso Cash and collateral management and middle office experienceJob Description:Traded Products- Derivatives Focus Subject Matter Expert. The position will require extensive ad hoc research and commentary for daily outliers impacting regulatory reporting. Successful candidates will partner with Technology and the LOBs to ensure data accuracy and completeness, identify data gaps, and work closely with business partners to define strategies for technical solutions. Work closely with developers and testers to ensure requirements and functional designs are translated accurately into working technical designs and that test plans and scripts serve customer needs. Works under minimal supervision on enterprise-wide projects requiring creative solutions.Key Responsibilities• Candidate will assist in the day-to-day maintenance, build-out and development of Derivatives and Collateral Corporate Treasury infrastructure and control framework.• Manage current state assessment of legacy data warehouses and applications with an eye towards migration to target state• Perform daily attribution recons for derivatives and collateral positions across multiple platforms and products• Liaise with Corporate Treasury LOBs and Technology Teams to provide commentary of material differences• Work with internal business lines to support ongoing initiative work and ad hoc research requests• Test new data populations as they are added to the reporting database• Enhance existing controls to address changes to data populations• Assist in development of strategy / approach for DM Process Documentation project• Will support ad hoc initiatives and projects for CFO Data Management• Ensure the info that comes from trading systems into liquidity reporting is accurate• Data validation - if there is a break we go upstream to see if a trader booked something wrong, the trade platform hit an error, coordinate w/ other teams, leverage data to figure out where the trade break was• End of month reconcilliation of transactional data. Tying out to ledger and global markets finance• Grow secured finance coverage.• We look at global markets transaction data - operations in middle office on many trades daily.• Fixed income would be ideal• Will use SQL but will be trained on this if needed• Product knowledge is most important - need the trade experience.Relevant products: Repo, reverse repo, prime brokerage, stock borrow and stock loan, how security sells and how companies understand how global markets fund themIf interested, please send your resume to [email protected]