analyst, finance

budget analyst iv - financial planning & analysis (fp&a) Jobs in Houston

budget analyst iv - financial planning & analysis (fp&a)

estimating analyst i

financial analyst

operations analyst

budget analyst

Harris County

<div><div><div><h2 class="jobSectionHeader"><b>Position Description</b></h2></div><br>
<p></p><div><br>
<div><b>Department History Overview:</b></div><div>
Harris County Resources for Children and Adults was founded in 1966 as the Harris County Child Welfare Board to provide support services for children taken under the wing of the Texas Department of Family and Protective Services. Fifty years later, Harris County Resources for Children and Adults still provides this support. But the now-county department has expanded services for early prevention, intervention, and adult services.</div><div></div><div><b><br>
Vision:</b></div><div>
To better the lives of children and adults in Harris County.</div><div></div><div><b><br>
Brief Description Overview:</b></div><div>
Under general supervision of the Budget Manager, the Budget Analyst will support the development, monitoring, and reporting of divisional budgets, ensuring compliance with financial policies. Individuals in this role will be responsible for analyzing fiscal data to drive process improvements and collaborating with stakeholders to promote informed, data-driven decision-making. The Budget Analyst is expected to know budgeting principles, financial reporting, and the fundamentals of public sector financial management.</div><div></div><div><b><br>
Duties &amp; Responsibilities:</b></div><ul><li><div>
Financial Monitoring: Monitors and analyze monthly budget-to-actual reports to identify accuracy issues and assess variance trends.</div></li><li><div>
Budget Development: Supports the planning, preparation, and development of annual division budgets in alignment with organizational goals.</div></li><li><div>
Data Reporting: Prepares and presents budgetary data, reports, and presentations to team leaders and departmental leadership as needed.</div></li><li><div>
Contract and Agreement Oversight: Assists in the development, tracking, and oversight of contracts, purchase orders, and financial agreements such as MOUs.</div></li><li><div>
Compliance Assurance: Ensures all financial documents and transactions comply with departmental, county, and regulatory policies.</div></li><li><div>
Documentation and Audit Support: Maintains accurate documentation related to budgeting and procurement and supports audits and financial reviews as required.</div></li><li><div>
Cross-Functional Collaboration: Collaborates with division budget liaisons and internal stakeholders to promote transparency and support data-driven decision-making.</div></li><li><div>
Process Improvement: Identifies and recommends improvements in budgetary processes, reporting tools, and workflow efficiencies.</div></li></ul><div><b><br>
Harris County is an Equal Opportunity Employer</b></div><div>
https://hrrm.harriscountytx.gov/Pages/EqualEmploymentOpportunityPlan.aspx</div><div>
If you need special services or accommodations, please call (713) 274-5445 or email ADACoordinator@bmd.hctx.net</div></div><p></p>
<div><h2 class="jobSectionHeader"><b>Requirements</b></h2></div>
<p></p><div><div><b>Education:</b></div><ul><li><div>
Bachelor&rsquo;s degree in Accounting, Finance, Economics, Public Administration, or a directly related field.</div></li></ul><div><b>
Experience:</b></div><ul><li><div>
Minimum of two (2) years of full-time paid work experience in budget analysis, financial planning, or accounting.</div></li><li><div>
Training and experience using a personal computer with a variety of software such as Microsoft Word, Excell, and PowerPoint.</div></li></ul><div><b>
Licensure:</b></div><ul><li><div>
Reliable transportation with a valid driver&rsquo;s license (Texas) and auto liability insurance.</div></li></ul><div><b>
Knowledge, Skills &amp; Abilities:</b></div><ul><li><div>
Follows written and oral instructions.</div></li><li><div>
Possesses excellent organizational skills.</div></li><li><div>
Must be detailed oriented and self-motivated.</div></li><li><div>
Must interact with all levels of staff.</div></li><li><div>
Have excellent oral and written communication skills.</div></li><li><div>
Problem solve and demonstrate critical thinking skills.</div></li><li><div>
Works with limited supervision and independently in a fast-paced environment.</div></li><li><div>
Maintains confidentiality.</div></li><li><div>
Interacts and maintains professional working relationships with individuals of varying social and cultural backgrounds.</div></li><li><div>
Skill in establishing and maintaining effective working relationships, Exercise flexibility, tact, and diplomacy.</div></li><li><div>
Training and experience using a personal computer with a variety of software, such as Microsoft Word and Microsoft Excel.</div></li><li><div>
Reliable transportation with a valid driver&rsquo;s license and auto liability insurance is required.</div></li><li><div>
Knowledge of budgeting principles, financial reporting, and the fundamentals of public sector financial management.</div></li><li><div>
Knowledge of contract management processes, including purchase orders, MOUs, and compliance with fiscal policies.</div></li><li><div>
Skill in using Microsoft Excel for budget analysis, including pivot tables, formulas, charts, and VLOOKUP functions.</div></li><li><div>
Skill in developing clear, data-driven presentations using Microsoft PowerPoint to communicate financial information effectively.</div></li><li><div>
Ability to interpret, analyze, and present budgetary and financial data to various audiences.</div></li><li><div>
Ability to manage multiple priorities, meet deadlines under pressure, and maintain organized records.</div></li><li><div>
Ability to work collaboratively with internal stakeholders, including budget liaisons and departmental teams, to align fiscal goals.</div></li><li><div>
Ability to exercise sound judgment, maintain confidentiality, and ensure accuracy and attention to detail in all financial work.</div></li></ul><div></div><div><b><br>
NOTE</b><b>:</b> Qualifying education, experience, knowledge and skills must be documented on your job application. You may attach a resume to the application as supporting documentation but<b> ONLY information stated on the application will be used for consideration. &quot;See Resume&quot;</b><b> will not be accepted for qualifications.</b></div></div><p></p>
<div><h2 class="jobSectionHeader"><b>General Information</b></h2></div>
<p></p><div><div><b>Position Type, and Typical Hours of Work:</b></div><ul><li><div>
Full-time | Regular</div></li><li><div>
Monday - Friday 8:00 a.m. - 5:00 p.m.</div></li></ul><div><b>
Salary:</b></div><ul><li><div>
Commensurate with experience.</div></li><li><div>
Based on 26 Pay Periods</div></li><li><div>
Mileage Reimbursement</div></li></ul><div><b>
Work Location:</b></div><ul><li><div>
2525 Murworth Drive, Houston, TX 77054</div></li></ul><div></div><div><b><br>
Employment is contingent upon passing a background check and drug screen.</b></div><div></div><div><b><br>
Due to a high volume of applications positions may close prior to the advertised closing date or at the discretion of the Hiring Department.</b></div></div></div></div><p></p>
<br><p></p><div><div><div><div><b>HARRIS COUNTY EMPLOYEE BENEFITS</b></div><div>Harris County offers a highly competitive benefits program, featuring a comprehensive group health plan and defined benefit retirement plan.</div><div></div><br>
<div>The following benefits are offered <b>only</b> to Harris County employees in <b>regular</b><b> </b><b>(full-time)</b> positions:</div><div><br>
Health &amp; Wellness Benefits</div><ul><li>Medical Coverage</li><li>Dental Coverage</li><li>Vision Coverage</li><li>Wellness Plan</li><li>Life Insurance </li><li>Long-Term Disability (LTD) Insurance</li><li>Employee Assistance Program (EAP)</li><li>Healthcare Flexible Spending Account</li><li>Dependent Care Flexible Spending Account</li></ul><div>Paid Time Off (PTO)</div><ul><li>Ten (10) days of vacation leave per year (accrual rate increases after 5 years of service)</li><li>Eleven (11) County-observed holidays</li><li>One (1) floating holiday per year</li><li>Paid Parental Leave*</li><li>Sick Leave</li></ul><div>Retirement Savings Benefit</div><ul><li>457 Deferred Compensation Plan</li></ul><div></div><br>
<div>The following benefits are available to Harris County employees in <b>full-time</b> and select <b>part-time</b> positions:</div><ul><li>Professional learning &amp; development opportunities</li><li>Retirement pension (TCDRS defined benefit plan) </li><li>Flexible work schedule*</li><li>METRO RideSponsor Program*</li></ul><br>
<ul><li><i>Participation may vary by County department. The </i><i>employee benefits plans of </i><i>Harris County are extended to all eligible participants across various departments with the exception of the Harris County Community Supervision and Corrections Department, for which the cited Health &amp; Wellness Benefits are administered through the State of Texas.</i></li></ul><div></div><br>
<div>In accordance with the Harris County Personnel Regulations, group health and related benefits are subject to amendment or discontinuance at any time. Harris County Commissioners Court reserves the right to make benefit modifications on the County's behalf as needed.</div><div></div><br>
<div><b>For plan details, visit the Harris County Benefits &amp; Wellness website:</b></div><div>www.benefitsathctx.com</div></div></div></div><p></p>

Budget Analyst

City of Houston, TX

<div><div><div><h2 class="jobSectionHeader"><b>POSITION OVERVIEW</b></h2></div><br>
<div><p><br>
<br>
<b>Applications accepted from: </b>ALL PERSONS INTERESTED<br>
<b>Classification:</b> Budget Analyst IV<br>
<b>Division: </b>Finacial Planning &amp; Analysis (FP&amp;A)<br>
<b>Reporting Location:</b> 611 Walker Street<br>
<b>Workdays &amp; Hours: </b>MONDAY &ndash; FRIDAY 8:00 AM &ndash; 5:00 PM<b> *Subject to change*</b></p><p><b><br>
DESCRIPTION OF DUTIES / ESSENTIAL FUNCTIONS</b></p><p>
Welcome to the City of Houston&rsquo;s Finance Department. Our Financial Planning and Analysis Division is responsible for development and management of the City budget and the Five-Year Plan. We play a key role in the Mayor&rsquo;s effort to build a vibrant, resilient and equitable Houston that works for all our two million residents.</p><p>
We have an exciting opportunity for a Budget Analyst IV to join our rapidly growing team of professionals in making Houston a city for everyone. As a Budget Analyst IV you will oversee the management of funds for the city-wide budget over $7 billion, in addition to the monthly and quarterly financial reporting, ad-hoc analysis for presentation and review by the Mayor.</p><p>
The Budget Analyst IV works collaboratively with City departments to deliver accurate consolidated financial reporting including monthly/quarterly financial forecasts, annual budget, long range planning and identify financial risks and opportunities.</p><p>
The ideal candidate should be able to perform financial and statistical analysis, provide on-going, timely and accurate ad hoc financial and data analysis, and evaluation and recommendation reports to support decision-making processes. Focus on forecasting future results, analyzing trends and looking for possible challenges before financial impacts are realized.</p><p><b>
FP&amp;A BUDGET MANAGEMENT</b></p><p><b>
The role and duties of a Budget Analyst IV will include but not limited to:</b></p><ul><li>
Coordinate and directs the development, implementation and monitoring of various financial activity and procedures to effectively manage budgets, programs and systems.</li><li>
Undertake in-depth analyses, make recommendations to management.</li><li>
Generates and oversees various budget and financial reports and others as requested by management.</li><li>
Establishes and maintains budgeting and accounting policies and procedures for the section.</li><li>
Proficient in analyzing financial information and providing variance and forecast analysis and reports.</li><li>
Review financial material and make recommendations as appropriate.</li><li>
Acts as a liaison for the department.</li><li>
Provide technical assistance, financial analysis, and budget analysis to various departments as necessary.</li><li>
Participates in other projects as requested by management.</li><li>
May provide forecast and analyze weekly, monthly and annual expenditures.</li><li>
The ideal candidate will have strong written and oral skills and be able to think critically and creatively.</li><li>
Must possess strong leadership and interpersonal skills; detail oriented with strong organizational and time management skills.</li><li>
Must be a self-starter and committed to completing tasks timely.</li><li>
Demonstrated customer service skills; ability to establish and maintain effective working relationships with employees, internal and external stakeholders.</li></ul><p><b>
Essential Attributes:</b></p><ul><li><b>
Curious Learners</b> - We are never done learning and always seek to improve. We are curious and dive deep to ask questions and better understand the City. We are skeptical of anecdotes and are willing to take the extra step to get the answers that we need to provide better insight or advice.</li><li><b>
Expertly Aware</b> - We are experts. We understand our departments as well as anyone and, are a go-to resource for insight into what is going on in our areas of expertise. We also have relentlessly high standards for the work product we deliver and our skills and abilities</li><li><b>
Geared Toward Action</b> - We know that speed matters. We prefer to be decisive and not wait for others to tell us how to do something. We prefer to fail quickly and learn from our errors than to wait for others to tell us what to do or how to do it.</li><li><b>
See the Bigger Picture</b> - We understand the City's strategy and financial plan and know how it relates to our work. We question the value of the activities that we perform and always look for better, more efficient ways to accomplish our goals.</li><li><b>
Customer Focus</b> - Keeping in mind the needs of both our internal and external clients when providing information.</li></ul><p><b>
WORKING CONDITIONS</b></p><p>
The position is physically comfortable; the individual has discretion about walking, standing, etc. There are no major sources of discomfort in a normal office environment.</p></div><p></p>
<div><h2 class="jobSectionHeader"><b>MINIMUM REQUIREMENTS</b></h2></div>
<p></p><div><p><b>EDUCATION REQUIREMENTS</b><br>
Requires a Bachelor&rsquo;s degree in Finance, Accounting, Business Administration or a closely related field.</p><p><b><br>
EXPERIENCE REQUIREMENTS</b></p><p>
Four years of professional experience in finance, budget analysis, economic or a closely related field are required. Experience <b>cannot </b>be substituted for the Bachelor&rsquo;s degree requirement.<br>
A Master's degree in Finance, Accounting, Business Administration or a closely related field may be substituted for two years of the above experience requirement.</p><p><b>
LICENSE REQUIREMENTS</b>: None</p></div><p></p>
<div><h2 class="jobSectionHeader"><b>PREFERENCES</b></h2></div>
<p></p><div><p>Preference will be given to candidates with professional experience in the following areas:</p><ul><li>
Budget and forecast preparation</li><li>
Management and personnel reporting</li><li>
Variance analysis</li><li>
Data Analysis</li><li>
Technical Assistance</li><li>
Financial and Budget Analysis experience</li><li>
Forecasting expenditures</li></ul><p><b><br>
**Preference shall be given to eligible veteran applicants provided such persons possess the qualifications necessary for competent discharge of the duties involved in the position applied for, such persons are among the most qualified candidates for the position, and all other factors in accordance with Executive Order 1-6.**</b></p></div><p></p>
<div><h2 class="jobSectionHeader"><b>GENERAL INFORMATION</b></h2></div>
<p></p><div><p><b>SELECTION / SKILLS TESTS REQUIRED</b><br>
Department <i>may</i> administer skills assessment test<br>
<br>
<b>SAFETY IMPACT POSITION</b><b> - </b><b>NO</b><br>
<br>
<b>SALARY INFORMATION</b><br>
<b>Factors used in determining the salary offered include the candidate&rsquo;s qualifications as well as the pay rates of other employees in this classification.</b><br>
<br>
<b>PAY GRADE:</b> 25<br>
<br>
<b>APPLICATION PROCEDURES</b><br>
<b>Only online applications will be accepted for this City of Houston job and must be received by the Human Resources Department during active posting period. Applications must be submitted online at: </b><b>www.houstontx.gov</b><b>.</b><br>
</p><p>To view your detailed application status, please log-in to your online profile by visiting: http://agency.governmentjobs.com/houston/default.cfm or call (832) 393-6051. If you need special services or accommodations, call (832) 393-6051. (TTY 7-1-1). If you need login assistance or technical support call 855-524-5627.<br>
<br>
<b>Due to the high volume of applications received, the Hiring Department will contact you directly, should you be selected to advance in our recruitment process.</b><br>
<br>
All new and rehires must pass a pre-employment drug test and are subject to a physical examination and verification of information provided.<br>
<br>
<b>EOE Equal Opportunity Employer</b><br>
The City of Houston is committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, genetic information, veteran status, gender identity, or pregnancy.</p></div></div></div><p></p>
<br><div><div><div><div><b>Employer</b></div>
<div>City of Houston</div>
</div></div><div><div><div><b>Address</b></div>
<div><p>901 Bagby St<br>
<br>
Houston, Texas, 77002
</p></div></div></div><div><div><div><b>Website</b></div>
<div>https://www.houstontx.gov/</div></div></div></div>

Budget Analyst IV - Financial Planning & Analysis (FP&A)

Harris County Toll Road Authority

<div>
 <strong>
  Position Description
  <br/>
  <br/>
 </strong>
 The Financial Analyst acts as a liaison between HCTRA's Finance division and other divisions within HCTRA, various Harris County departments, and other public agencies on tolling, finance, accounting, and auditing matters. This position will extract, review, and analyze financial and operational information to assist in making recommendations on procedures, business rules development, and economic and business decisions; performs research and creates schedules for reports. The Financial Analyst coordinates with all HCTRA divisions on a quarterly basis to provide explanations on significant variances between budget and actual, and updates to KPI performance metrics.
 <br/>
 <br/>
 <strong>
  Duties And Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Assists with monitoring accounting and reporting relating to tolling activity, including preparation of annual budget and departmental budgets.
  </li>
  <li>
   Assists with annual budget preparation, departmental budgets, quarterly KPI performance tracking and analysis, and managerial reporting.
  </li>
  <li>
   Assists and conducts revenue and expense forecasting utilizing best practices for descriptive/inferential statistics, financial modeling, and Public budgeting.
  </li>
  <li>
   Performs research and assists with agency planning, makes recommendations on procedures, and implementation of policies for fiscal management.
  </li>
  <li>
   Assists with bonding and debt issues as they arise.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Other Duties
  <br/>
  <br/>
 </strong>
 This Job Description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Management may, at its discretion, assign, or reassign duties and responsibilities to this job at any time.
 <br/>
 <br/>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <strong>
  Education and Experience:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Business Administration, Finance, Accounting or a related field from an accredited four-year college or university.
  </li>
  <li>
   Minimum one-year professional experience in finance or related field.
  </li>
  <li>
   Previous experience in governmental accounting and/or financial activities is preferred.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Knowledge , Skills, And Abilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Knowledge of Harris County auditing, accounting, and finance processes, and standard policies and procedures
  </li>
  <li>
   Knowledge of tolling industry
  </li>
  <li>
   Strong written, oral communications and interpersonal skills
  </li>
  <li>
   Ability to understand, interpret and apply applicable rules, regulations, policies and procedures
  </li>
  <li>
   Ability to establish and maintain effective working relationships with others
  </li>
  <li>
   Ability to perform basic and complex mathematical calculations quickly and accurately
  </li>
  <li>
   Strong analytical and data gathering skills. Ability to reason and solve problems independently
  </li>
  <li>
   Intermediate to Advanced Excel skills
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Physical Demands
  <br/>
  <br/>
 </strong>
 Light Work-Exerting up to 20 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
 <br/>
 <br/>
 <strong>
  NOTE:
 </strong>
 Qualifying education, experience, knowledge and skills must be documented on your job application. You may attach a resume to the application as supporting but
 <strong>
  ONLY information stated on the application will be used for consideration.
 </strong>
 "See Resume" will not be accepted for qualifications.
 <br/>
 <br/>
 <strong>
  General Information
  <br/>
  <br/>
 </strong>
 <strong>
  Position Type And Typical Hours Work
  <br/>
  <br/>
 </strong>
 This is a full time position. Days of work are Monday through Friday; Hours may vary based on the business needs of the department.
 <br/>
 <br/>
 <strong>
  Work Environment
  <br/>
  <br/>
 </strong>
 There are no major sources of discomfort. A normal office environment with acceptable lighting, temperature controls and furnishings is provided.
 <br/>
 <br/>
 <strong>
  Employment may be contingent on passing a drug screen and meeting other standards.
  <br/>
  <br/>
 </strong>
 <strong>
  Due to a high volume of applications positions may close prior to the advertised closing date or at the discretion of the Hiring Department.
  <br/>
  <br/>
 </strong>
 <strong>
  Equal Opportunity Statement
  <br/>
  <br/>
 </strong>
 Harris County is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, pregnancy, disability, genetic information, or any other protected class in accordance with applicable federal and state laws.
 <br/>
 <br/>
 https://hrrm.harriscountytx.gov/Pages/EqualEmploymentOpportunityPlan.aspx
 <br/>
 <br/>
 If you need special services or accommodations, please call (713) 274-5445 or email: ADACoordinator@bmd.hctx.net
</div>


Financial Analyst

Augment Professional Services

<div><p><b>Overview:</b><br>
Seeking a <b>Digital Business Analyst IV</b> to perform highly technical and in-depth business process analysis, needs assessments, and cost/benefit evaluations to support alignment of technology solutions with key business initiatives.</p><p><b>
Responsibilities:</b></p><ul><li><p>
Conduct advanced business process analysis to identify improvement opportunities and technology needs</p></li><li><p>
Lead needs assessments and perform detailed preliminary cost/benefit analysis</p></li><li><p>
Support alignment of technology strategies with business goals and operational priorities</p></li><li><p>
Collaborate with cross-functional teams on systems development, implementation, upgrades, and analysis efforts</p></li><li><p>
Perform QA (Quality Assurance) testing to validate system functionality and requirements</p></li><li><p>
Apply business analysis methodologies, including system design and related analysis</p></li><li><p>
Support project management methodologies and documentation throughout the systems development lifecycle</p></li></ul><p>
</p><p><b>Qualifications:</b></p><ul><li><p>
Bachelor&rsquo;s degree in Computer Science, MIS, Business Administration, or related field</p></li><li><p><b>
8+ years</b> of relevant IT Business Analyst experience</p></li><li><p>
Proven background in:</p><ul><li><p>
Systems development, implementation, and upgrades</p></li><li><p>
Business process analysis and methodology application</p></li><li><p>
System design and technical analysis</p></li><li><p>
QA testing and validation processes</p></li><li><p>
Project management methodologies</p></li></ul></li></ul></div>

Digital Business Analyst

BALDWIN & COMPANY

<p><b>Senior Risk &amp; Compliance Analyst</b><br/><i>(Hybrid | Downtown Houston | $100K+ Bonus (20-30%) | Fully Paid Family Medical + Generous 401k)</i></p><p>Our client, a long-established Houston-based bank (30+ years in operation), is seeking a <b>Senior Risk &amp; Compliance Analyst</b> to join their growing team. The ideal candidate will bring strong BSA/AML expertise, critical thinking skills, and a proactive approach to compliance and risk management.</p><p>This role works closely with the <b>VP of Risk &amp; Compliance</b> (a recent hire with excellent credentials) and a <b>Compliance Analyst</b> in a collaborative, analytical environment that values curiosity, accountability, and independent thought.</p><p><b>Key Details:</b></p><ul><li><b>Hybrid Schedule:</b> In-office Tuesday &amp; Wednesday (additional day during training)</li><li><b>Hours:</b> 7:00 a.m. &ndash; 4:00 p.m.</li><li><b>Location:</b> Downtown Houston (paid parking)</li><li><b>Compensation:</b> $100K+ base plus 20&ndash;30% bonus potential, fully paid family medical, and generous 401(k)</li><li><b>Career Path:</b> Strong growth potential within the compliance and risk function</li></ul><p><b>What You&rsquo;ll Do:</b></p><ul><li>Support the BSA Officer in maintaining and enhancing BSA/AML/CIP/KYC/OFAC compliance programs and controls.</li><li>Analyze data and recommend improvements to AML systems and processes.</li><li>Identify and monitor compliance risks; prepare risk assessments and escalate emerging issues.</li><li>Stay current on evolving regulatory changes and industry best practices.</li><li>Prepare reports, metrics, and analyses for management and regulators.</li><li>Conduct self-testing, support audits, and assist with regulatory exams.</li><li>Perform OFAC, KYC, EDD, and CDD reviews for onboarding and ongoing monitoring.</li><li>Review CIP and Beneficial Ownership documentation; perform PEP screening.</li><li>Develop and deliver compliance training across departments.</li><li>Provide guidance on BSA and regulatory compliance issues as needed.</li></ul><p><b>What You&rsquo;ll Bring:</b></p><ul><li>Minimum 3+ years of experience in BSA/AML compliance, risk, or financial crime prevention.</li><li>Bachelor&rsquo;s degree in Finance, Business, or a related field.</li><li>Strong understanding of federal and state banking regulations.</li><li>Analytical mindset, excellent communication skills, and a natural curiosity to learn and improve.</li><li>CAMS certification preferred, or willingness to obtain.</li></ul><p><i><b>For immediate consideration, please forward your resume in MS Word, as an attachment to Gary Wayne at info@baldwinsearch.com</b></i></p><p>Job Type: Full-time</p><p>Pay: $100,000.00 - $110,000.00 per year</p><p>Benefits:</p><ul><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Senior Risk & Compliance Analyst

Sempra Infrastructure

Primary Purpose
<br>The Project Contracts Analyst is primarily responsible for assisting the Contracts Manager in contracting for, and administering an Engineering Design and Services Agreement, and negotiating an EPC Agreement. The Project Contract Analyst tracks and supports the monitoring of the contract development process, contract changes, deliverables, correspondence and risks, and maintains associated documentation. The Project Contract Analyst may works with legal in the support of Conforming FEED and EPC Agreements. Uses standardized processes and tools to blend contract compliance with commercial know-how and practicality and focuses on contract compliance and customer service for the project team.
<br><br>
Duties and Responsibilities
<br>Provides support to the project teams’ understanding of all contract requirements and coordinate with the project team to ensure compliance with all contracts throughout the life of the project. Relays to the project team of the requirements of the contract and monitoring compliance. Works with the project team and/or business unit and Legal, ensuring that all legal and contractual matters are addressed efficiently and promptly and provides support for the OBE process to convert from a cost reimbursable phase to a Lump Sum phase.
<br>Responds to inquiries regarding contract obligations and revisions and provides recommendations on change order and amendment documents in conjunction with legal and the contracts manager. Aids the Contracts Manager in managing the ongoing life cycle of the agreement including any potential amendments to product/service price and/or terms and conditions, contract performance against commitments, and compliance to agreed terms.
<br>Assists advisors and manager in negotiating contract terms, pricing and payment schedules, ensuring that the agreements with vendors/suppliers are commercially advantageous. Prepares back up documentation prior to negotiations as assigned.
<br>Provides support in preparing for reviews, drafts white papers and tools for analyzing and tracking of Contractor OBE process and claims.
<br>Prepares letters and responses to the EPC contractor regarding certain aspects of the project and contract. Helps to prepare notices and facilitates quick responses to EPC contractor’s inquiries.
<br>Collaborates with the risk and tax departments and contractors to administer insurance and tax programs required for specific projects, regions, or financing needs.
<br>Supports the development and integration of contract management tools, templates, methods and processes. Using tools and templates, prepares and disseminates information regarding contract status, compliance, modifications, etc. Works with Project Analyst to maintain the contract database and manage the contract document repository in SharePoint.
<br>Get involved with regional and global contract management initiatives as needed and understand its impacts to the project, including any weather threats to the region or job site, or governmental tariff risk and ensures proper documentation and management of the initiatives or events.
<br>Performs other duties as assigned (no more than 5% of duties).
<br><br>
Qualifications
<br><br>
Education
<br>Bachelor's Degree in related field or an equivalent combination of education, training and experience. Required Experience
<br>2+ years of related professional experience in energy and procurement or contracts management. Required
<br>LNG, supply chain and commercial legal experience Preferred
<br>Experience in Open Book Process is a plus Preferred
<br>Experience with day-to-day management of complex outsourcing arrangements Required Skills and Abilities
<br>Possess comprehensive knowledge of general corporate business practices, government and commercial contracting regulations and principles, subcontracting practices, and accounting and finance principles Beginner
<br>Clear understanding of contracting strategies, including Convertible Contracts (i.e. OBE to LSTK Agreements) Beginner
<br>Strong contracts negotiation skills Intermediate
<br>Able to resolve contracts and pricing issues Intermediate
<br>Detail oriented and adheres to deadlines Intermediate
<br>Able to demonstrate excellent analytical and mathematical skills Intermediate
<br>National Contract Management Association (NCMA) membership or International Association for Contract and Commercial Management (IACCM) preferred Intermediate
<br>Excellent oral and written communication and negotiation skills Intermediate
<br>Proficiency using Microsoft Office software, Outlook Email Intermediate Licenses and Certifications
<br>Certification a plus (i.e., CFCM, CCCM, CPCM, CPM) Preferred
<br><br>
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Project Contract Analyst

Energy Transfer

<div><p>Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering America&rsquo;s energy. We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long-standing commitments to causes including MD Anderson Children&rsquo;s Cancer Hospital, The Salvation Army, The American Red Cross, Ronald McDonald House and many more.
</p><p>We value all of our employees who make our growth and success possible. We are proud to offer industry leading compensation, comprehensive benefits, 401(k) match with additional profit sharing, PTO and abundant career opportunities.
</p><p>Come join our award winning over 12,000 strong organization as we fuel the world and each other.</p><p><b>
Summary:</b><br>
This position will work with a specific set of assigned vendors to process standard and non-standard natural gas/crude oil pipeline operations &amp; engineering and construction service contract work offers along with related invoices. Candidate must be able to review, interpret, and accurately describe modifications to standard and non-standard natural gas/crude oil pipeline operations &amp; engineering &amp; construction service contracts and agreements and ensure the accuracy of Work Offer scopes, vendor quotes, and rate sheets.
</p><p>The candidate will be the point of contact for assigned vendors to address any contract and/or contracts related billing questions and resolve invoice-to-billing (docs controls) discrepancies to promote the vendor adoption of our contracts and billing system.
</p><p><b>Essential Duties and Responsibilities:</b></p><ul><li> Acts as a knowledgeable contact point to explain contractual, company, and/or regulatory policies, procedures, and requirements.</li><li> Maintains service contract &amp; docs controls information database and generates pertinent information for regular and special projects.</li><li> Manage multiple tasks simultaneously with changing priorities and deadlines.</li><li> Have proficient organizational, oral, and written communication skills.</li><li> Be able to engage efficiently with individuals at all levels, including project managers, legal senior &amp; executive management, and vendors, professionally and courteously, regardless of the situation.</li><li> Must be able to work with minimal supervision and be self-driven.</li><li> Use proper time management and be able to deal with a high volume of data.</li><li> Be a team player and work well with others.</li><li> Adapt well to change.</li><li> Other duties as assigned by management.</li></ul><div><p><b><br>
Requirements:</b></p><p><b>
</b></p><p><b>Education and/or Experience, Knowledge, Skills &amp; Abilities:</b></p><p><i>
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements for this position are listed below:</i></p><ul><li>
Bachelor&rsquo;s degree in related field with emphasis on business or equivalent knowledge gained through work experience.</li><li>
2+ years of work experience with emphasis on service agreements or contracts related to the construction and operation functions in the natural gas/crude oil industry preferred.</li><li>
Good working knowledge and experience in the creation and administration of service contracts, invoice processing, and SAP.</li><li>
Familiar with applicable legal and contract terminology and conditions.</li><li>
Familiarity with construction and operations contractual terms and intent.</li><li>
General understanding and experience with contract management software, Veriforce &amp; Apttus, and applicable requirements, processes, and procedures.
</li></ul><p></p><p><b>Required experience is commensurate with the selected job level:</b></p><ul><li>
The Associate Specialist/ Analyst level requires a Bachelor's degree or equivalent experience and 1-2 years of job related experience
</li><li>The Specialist/Analyst level requires a Bachelor&rsquo;s degree or equivalent experience and 2-5 years of relevant job related experience</li><li>
The Senior Specialist/Analyst level requires a Bachelor&rsquo;s degree or equivalent experience and 5-8 years of relevant job related experience</li><li>
The Lead Specialist/Analyst level requires a Bachelor&rsquo;s degree or equivalent experience and 8+ years of relevant job related experience.</li></ul><p><b>
</b></p><p><b>Working Conditions:</b></p><p>
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.</p><ul><li>
Usually, normal office working conditions.</li><li>
Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing.</li><li>
Occasional overnight travel may be required.</li><li>
Occasional visits to industrial/manufacturing settings, which may include exposure to various materials and chemicals, as well as extreme temperature conditions and loud machinery, and require appropriate personal protective equipment.</li></ul></div><br>
&quot;An equal opportunity employer/disability/vet The Partnership is an equal opportunity employer and does not discriminate against qualified applicants on the basis of any actual or perceived legally protected characteristics under federal, state, or local law. The nature and frequency of the above working conditions and requirements may vary depending on individual operational circumstances. Where feasible, the Partnership will make reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job. DISCLAIMER: The statements listed in this job posting, which are subject to change, are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. &quot;</div>

Analyst - Contracts/Doc Controls

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