business systems advisor

NTT DATA

Req ID: 367045
 
NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.
 
We are currently seeking a Business Analysis Specialist Advisor to join our team in Dallas, Texas (US-TX), United States (US).
 
Job Title
 
Solution Business Analyst – Healthcare
 
Day to Day job Duties: (what this person will do on a daily/weekly basis)
 
Role Summary
 
We are seeking an experienced Solution Business Analyst (SBA) with deep Healthcare domain expertise and hands-on experience in AI-driven and Agentic solutions. The ideal candidate will act as a strategic bridge between business stakeholders, clinical users, engineering teams, and data science teams, translating healthcare problems into scalable AI-powered solutions.
 
The role focuses on designing and delivering AI Agent-based healthcare solutions such as intelligent virtual agents, clinical decision support, care coordination assistants, patient engagement bots, automation for claims and revenue cycle management, and operational optimization.
 
Key Responsibilities
 
Business Domain Analysis
 <ul>
<li>Engage with healthcare stakeholders (providers, payers, life sciences, operations, compliance, IT) to understand business needs, workflows, and pain points.</li>
<li>Analyze as-is and to-be healthcare workflows, including clinical, administrative, operational, and financial processes.</li>
<li>Identify opportunities where AI Agentic systems can improve outcomes, reduce costs, or enhance efficiency.</li>
</ul>
AI Solution Design Requirements
 <ul>
<li>Define business, functional, and non-functional requirements for AI-powered and agent-based solutions.</li>
<li>Collaborate with AI/ML, data engineering, and solution architecture teams to design:</li>
<li>Autonomous or semi-autonomous AI agents</li>
<li>Multi-agent workflows</li>
<li>Human-in-the-loop systems</li>
<li>Translate requirements into:</li>
<li>User stories / epics</li>
<li>Process flows</li>
<li>Decision logic</li>
<li>Agent orchestration diagrams</li>
</ul>
Healthcare AI Use Cases
 <ul>
<li>Support AI solutions across healthcare use cases such as:</li>
<li>Patient engagement virtual health assistants</li>
<li>Clinical decision support systems (CDSS)</li>
<li>Care management population health</li>
<li>Claims automation prior authorization</li>
<li>Revenue cycle management</li>
<li>Clinical documentation EHR automation</li>
<li>Ensure solutions align with clinical safety, quality, and usability standards.</li>
</ul>
Data, Compliance Governance
 <ul>
<li>Work with data teams to define data requirements, sources (EHR, HL7/FHIR, claims, IoT, labs), and quality metrics.</li>
<li>Ensure AI solutions comply with healthcare regulations and standards including:</li>
<li>HIPAA</li>
<li>GDPR (where applicable)</li>
<li>HL7 / FHIR</li>
<li>Clinical governance and audit requirements</li>
<li>Assist in defining explainability, auditability, and bias mitigation requirements for AI agents.</li>
</ul>
Stakeholder Delivery Management
 <ul>
<li>Serve as a trusted advisor to clients and internal stakeholders.</li>
<li>Facilitate workshops, requirement sessions, and solution walkthroughs.</li>
<li>Support Agile delivery by participating in:</li>
<li>Sprint planning</li>
<li>Backlog grooming</li>
<li>UAT coordination</li>
<li>Assist with solution documentation, demos, and go-live support.</li>
</ul>
Basic Qualifications: (what are the skills required to this job with minimum years of experience on each)
 
Required Skills Experience
 
Core Experience
 <ul>
<li>6+ years of experience as a Business Analyst / Solution Analyst in the Healthcare domain.</li>
<li>Strong understanding of healthcare ecosystems (providers, payers, life sciences, EHR systems).</li>
<li>Hands-on experience working on AI, ML, NLP, or automation-driven solutions.</li>
</ul>
AI Agentic Knowledge
 <ul>
<li>Understanding of:</li>
<li>AI Agents and Agentic workflows</li>
<li>LLM-based solutions (chatbots, copilots, virtual assistants)</li>
<li>Human-in-the-loop AI systems</li>
<li>Ability to translate business needs into AI agent behaviors, prompts, and workflows.</li>
<li>Familiarity with AI risks, ethics, and governance in healthcare.</li>
</ul>
Technical Analytical Skills
 <ul>
<li>Experience with:</li>
<li>Requirement modeling (BPMN, UML)</li>
<li>User stories and acceptance criteria</li>
<li>API-based and data-driven architectures</li>
<li>Working knowledge of:</li>
<li>EHR systems (Epic, Cerner, etc.)</li>
<li>HL7, FHIR standards</li>
<li>Cloud-based AI platforms (Azure, AWS, GCP – preferred)</li>
</ul>
Soft Skills
 <ul>
<li>Excellent stakeholder management and communication skills.</li>
<li>Ability to explain complex AI concepts to non-technical and clinical users.</li>
<li>Strong problem-solving and critical thinking mindset.</li>
<li>Collaborative and adaptable in fast-paced, innovation-driven environments.</li>
</ul>
Preferred Qualifications
 <ul>
<li>Experience delivering AI products or agent-based platforms in healthcare.</li>
<li>Exposure to GenAI, LLM orchestration frameworks, or autonomous agents.</li>
<li>Bachelor’s degree in Healthcare, IT, Engineering, or related field (Master’s preferred).</li>
<li>Certifications such as:</li>
<li>CBAP / CCBA</li>
<li>Healthcare IT certifications</li>
<li>Agile / Scrum BA certification</li>
</ul>
About NTT DATA
 
NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in RD.
 
Whenever possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective support tailored to each client’s needs. While many positions offer remote or hybrid work options, these arrangements are subject to change based on client requirements. For employees near an NTT DATA office or client site, in-office attendance may be required for meetings or events, depending on business needs. At NTT DATA, we are committed to staying flexible and meeting the evolving needs of both our clients and employees. NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com and @talent.nttdataservices.com email addresses. If you are requested to provide payment or disclose banking information, please submit a contact us form, https://us.nttdata.com/en/contact-us.
 
NTT DATA endeavors to make https://us.nttdata.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at https://us.nttdata.com/en/contact-us. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here. For Pay Transparency information, please click here.

Business Analysis Specialist Advisor

Phillips 66

Phillips 66 & YOU - Together we can fuel the future
 
As an Advisor I, IT Business Partner, you’ll play a key role in connecting business teams with the technology solutions that move their work forward. You’ll help translate ideas into impactful digital enhancements, build strong partnerships across the organization, and support initiatives that strengthen efficiency, clarity, and collaboration. This role is a great fit for someone who enjoys problem solving, thrives in dynamic environments, and is motivated by helping others work smarter. Let’s build what’s next—together.
 
What You’ll Do
 
Partner with refining business stakeholders to understand needs, translate them into clear requirements, and shape solutions that support daily operations and long-term strategy.
 
Lead requirements gathering sessions, document current and future processes, and create functional specifications that guide technical teams.
 
Analyze data and industry trends to recommend improvements that enhance workflows, decision making, and digital tools across refining maintenance portfolios.
 
Support feasibility studies, maintain process and system documentation, and contribute to business case development for priority initiatives.
 
Collaborate with product owners, IT partners, and vendors to deliver reliable digital and application solutions.
 
Manage and prioritize application support requests based on business impact and value.
 
Monitor solution performance, identify opportunities for process optimization, and support continuous improvement efforts.
 
Contribute to a culture of innovation, provide clear communication and training during change adoption, and build your own capabilities through ongoing learning.
 
What You’ll Bring – Required
 
Legally authorized to work in the job posting country
 
High School Diploma or GED equivalent
 
1 or more years of relevant business analysis or IT/business partnership experience
 
Intermediate proficiency in data collection and analysis to identify trends and support decision making
 
What Makes You Stand Out – Preferred
 
Bachelor’s degree or higher in MIS, Computer Science, Business, or a related field
 
Knowledge of Phillips 66 Refining and Midstream businesses
 
Hands on experience partnering with vendors or supporting software implementations
 
Strength in facilitating workshops, conducting feasibility studies, or contributing to business case development
 
Effective communication skills and the ability to collaborate across teams
 
Ability to interpret data using BI tools, SQL, or comparable analytical platforms
 
A continuous improvement mindset with interest in innovation, new technologies, and modern ways of working
 
Strong problem-solving and analytical skills with the ability to navigate complexity and work independently when needed
 
Ability to identify, elicit, and document requirements using multiple methods (interviews, workshops, document analysis, workflow review)
 
Demonstrated skill in analyzing current state processes, defining future state needs, and supporting transition activities
 
Compensation Range
 
This position has a base salary range of $93,600 – $114,400.
 
At Phillips 66, we are committed to pay transparency and competitive, equitable compensation. Each role is assigned a salary grade with a defined pay range, benchmarked against industry peers. Where a candidate offer falls within the posted range depends on the candidate's experience, skills, and alignment with the role’s requirements. Offers are made to ensure internal equity and market competitiveness. Our compensation programs are designed to reward performance and support career growth.
 
Total Rewards
 
At Phillips 66, providing access to high quality programs and care for you and your family is important to us. Maintaining a culture of well-being — physical, emotional, social, and financial — is essential for a high-performing organization. When we are at our best, we are poised to deliver exceptional results — personally and professionally. Benefits for certain eligible, full-time employees include:
 
Annual Variable Cash Incentive Program (VCIP) bonus
 
8% 401k company match
 
Cash Balance Account pension
 
Medical, Dental, and Vision benefits with an annual company contribution to a Health Savings Account for employees on HDHP
 
Total well-being programs and incentives, including Employee Assistance Plan, well-being reimbursement, and backup family care services
 
Learn more about Phillips 66 Total Rewards (http://hr.phillips66.com) .
 
Phillips 66 has more than 140 years of experience in providing the energy that enables people to dream bigger and go farther, faster. We are committed to improving lives, and that is our promise to our employees and our communities. We are sustained by the backgrounds and experiences of our diverse teams, which reflect who we are, the environment we create and how we work together. We have been recognized by the Human Rights Campaign, U.S. Department of Labor and the Military Times for our continued commitment to inclusive practices and policies in the hiring and retention of those in the LGBTQ+ community and military veterans. Our company is built on values of safety, honor and commitment. We call our cultural mindset Our Energy in Action, which we define through four simple, intuitive behaviors: We work for the greater good, cultivate an environment of trust, seek different perspectives and pursue excellence.
 
Learn more about Phillips 66 and how we are working to meet the world's energy needs today and tomorrow, by visiting phillips66.com.
 
To be considered
 
In order to be considered for this position you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the requisition closing date of 4/23/2026.
 
Candidates for regular U.S. positions must be a U.S. citizen or national, or an alien admitted as permanent resident, refugee, asylee or temporary resident under 8 U.S.C. 1160(a) or 1255(a)(1). Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.
 
Phillips 66 is an Equal Opportunity Employer

Advisor I, IT Business Partner

Mutual of Omaha

<div><div>Location: Remote 
Work Type: Full Time Regular 
Job No: 504729 
Categories: Project Management/Business Analyst 
Application Closes: Closes Apr 16, 2026
<div>2026-04-09</div></div><div></div><div> 
</div><div><div><div><div><div>As a Business Systems Consultant I, you&rsquo;ll keep our systems running smoothly, lead process improvements, and partner closely with business and technology teams to deliver effective solutions.</div></div><div> 
<div>
WHAT WE CAN OFFER YOU:
<ul>
<li>Estimated Salary: $75,500 - $97,000 plus annual bonus opportunity.</li>
<li>401(k) plan with a 2% company contribution and 6% company match.</li>
<li>Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.</li>
<li>Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.</li></ul></div> 
</div> 
<div><div>WHAT YOU'LL DO:
<ul>
<li>Analyze business processes, gather requirements, and recommend improvements that align with business needs.</li>
<li>Collaborate with the development team for implementation.</li>
<li>Lead and perform system testing, including test planning, execution, and validation to make sure business and technical requirements are met.</li>
<li>Troubleshoot production issues and partner with vendors and internal teams to quickly resolve problems and keep the business running smoothly.</li>
<li>Create and maintain clear, accurate system documentation to support business partners and stakeholders</li></ul></div> 
</div> 
<div><div>WHAT YOU&rsquo;LL BRING:
<ul>
<li>Solid business analysis skills with 5 + years of proven experience gathering requirements, analyzing workflows, and supporting system or process changes.</li>
<li><div>Strong functional analysis skills with the ability and interest to partner closely with data‑focused teammates to translate business needs into effective solutions.</div>
</li><li>Strong communication and collaboration skills, with the confidence to speak up, influence decisions, and build relationships across teams.</li>
<li>Ability to thrive in a fast-moving environment&mdash;skilled at prioritizing, problem-solving, and driving results.</li>
<li>Experience with Agile, SDLC, or similar methodologies.</li>
<li>Manual testing experience is a plus.</li>
<li>You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.</li>
<li>Able to work remotely with access to a high-speed internet connection and located in the United States or Puerto Rico.</li></ul></div> 
</div> 
<div><div>We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements

If you have questions about your application or the hiring process, email our Talent Acquisition area at careers@mutualofomaha.com. Please allow at least one week from time of applying if you are checking on the status.

Stay Safe from Job Scams 
Mutual of Omaha only accepts applications from mutualofomaha.com/careers. Legitimate communications will come from '@mutualofomaha.com.' We never request sensitive information or extend job offers without conducting interviews. For more details, check our Hiring FAQs. Stay alert for scams and apply securely!

Fair Chance Notices
</div>
</div> 
</div></div></div><div>Need help? Email Us
</div><div><div><h2 class="jobSectionHeader">Great place to work</h2>
Together we achieve greatness. Not only is this a core value, but it&rsquo;s also representative of the kind of place we are &mdash; built by the strength and integrity of our employees. It&rsquo;s why we&rsquo;re named a &ldquo;Great Place to Work&rdquo;. 

</div><div><h2 class="jobSectionHeader">An inclusive culture</h2>
Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.</div></div></div>

Business Systems Consultant I

Biz Virtue Business Services LLC

Biz Virtue is looking for an experienced Business Setup Consultant to join our growing team. Key Responsibilities:<ul><li>Provide expert advice to entrepreneurs on UAE business structures (Mainland, Free Zone, and Offshore).</li><li>Handle the end-to-end company formation process, from initial inquiry to trade license issuance.</li><li>Liaise with government authorities (DED) and various Free Zone authorities (IFZA, Meydan, DMCC, etc.).</li><li>Consult on corporate bank account opening, residency visas, and PRO services.</li><li>Achieve monthly sales targets while maintaining high client satisfaction and transparency.</li></ul>Requirements:<ul><li>Proven experience in UAE business setup consultancy and corporate services.</li><li>Knowledge of Mainland and Freezone company formation processes.</li><li>Familiarity with PRO services, corporate bank account procedures, VAT, and Corporate Tax services and related services</li><li>Strong communication, negotiation, and client relationship skills.</li></ul>Job Type: Full-timeApplication Question(s):<ul><li>How many years of experience do you have in the corporate business setup industry?</li><li>What are your salary expectations?</li><li>What is your availability to join if selected?</li></ul>Work Location: In person

BUSINESS SETUP ADVISOR

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:<ul><li>
Recommends financial advice and guidance that align with client financial goals and needs</li><li>
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li><li>
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li><li>
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li><li>
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li><li>
 Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li></ul>
Required Qualifications:<ul><li>
Has demonstrated experience and proven success with business-to-business sales and/or small business banking</li><li>
Has strong communication skills with the ability to effectively influence clients</li><li>
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution</li><li>
Has a proven sales track record</li><li>
Can build productive partnerships and working relationships</li><li>
Is experienced with outbound phone sales</li></ul>
Desired Qualifications:<ul><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Experience with in-person customer service and sales</li><li>
Experience working with small business clients</li><li>
Experience meeting or exceeding goals</li><li>
A working knowledge of small business products and services</li><li>
Bilingual skills</li></ul>
Skills:<ul><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Customer and Client Focus</li><li>
Referral Identification</li><li>
Risk Management</li><li>
Client Experience Branding</li><li>
Credit Documentation Requirements</li><li>
Credit and Risk Assessment</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Attention to Detail</li><li>
Collaboration</li><li>
Issue Management</li><li>
Prospecting</li><li>
Relationship Building</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Business Solutions Advisor - Austin San Antonio Market Area

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:<ul><li>
Recommends financial advice and guidance that align with client financial goals and needs</li><li>
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li><li>
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li><li>
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li><li>
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li><li>
 Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li></ul>
Required Qualifications:<ul><li>
Has demonstrated experience and proven success with business-to-business sales and/or small business banking</li><li>
Has strong communication skills with the ability to effectively influence clients</li><li>
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution</li><li>
Has a proven sales track record</li><li>
Can build productive partnerships and working relationships</li><li>
Is experienced with outbound phone sales</li></ul>
Desired Qualifications:<ul><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Experience with in-person customer service and sales</li><li>
Experience working with small business clients</li><li>
Experience meeting or exceeding goals</li><li>
A working knowledge of small business products and services</li><li>
Bilingual skills</li></ul>
Skills:<ul><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Customer and Client Focus</li><li>
Referral Identification</li><li>
Risk Management</li><li>
Client Experience Branding</li><li>
Credit Documentation Requirements</li><li>
Credit and Risk Assessment</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Attention to Detail</li><li>
Collaboration</li><li>
Issue Management</li><li>
Prospecting</li><li>
Relationship Building</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Business Solutions Advisor - Chicago Michigan and Illinois Financial Center

Advisors for Change

JOB TITLE: Advisor JOB TYPE: Full-time, salaried REPORTS TO: Advisory Solutions Manager POSTED: April 8, 2026 CLOSING: when filledABOUT ADVISORS FOR CHANGE: MissionAdvisors for Change (AFC) is a worker-owned cooperative that implements financial management systems to allow mission-driven nonprofits greater insight into their financial health. The goal of every engagement is to engage the organization&rsquo;s staff to implement a financial management system that fits their needs. Our clients are organizations that work to improve the lives of individuals and communities through direct services, advocacy, and the arts.Core ValuesTransparent, Accurate, Timely, and Useful: Successful finance systems are built on transparent, accurate, timely, and useful information.Good, Better, Best: We are committed to life-long learning and work to better ourselves and the nonprofits we serve. We work to make our good better and our better best.Meet People Where They Are: We are committed to joining our clients both organizationally and individually where they are, without judgment. We work as a team to support each other and allow each team member to work at their own best level. We value diversity and strive to provide a work environment that supports each team member&rsquo;s individuality.Courtesy is Contagious: We strive to do our work with a positive approach that lifts up the talents of others.NATURE OF THE WORK: Our team is passionate about how we work with our nonprofit clients in the process of financial transformation. We are on a quest to help nonprofits expand their own financial management capacity. Our work involves developing and maintaining financial management systems for our clients and then empowering them to gradually take ownership of these systems. We also teach our clients how to use financial information in a meaningful way. Our consulting engagements require deep work with both financial management systems and the people who manage them. The joy, and sometimes the challenge, involves switching gears frequently to work with a diverse set of missions and people to maximize their potential. We work to influence our clients to improve their systems without being in full control of the internal inputs to success.WORKER OWNED COOPERATIVE: AFC has been in business for almost 20 years and has been a worker-owned cooperative since 2025. As a cooperative, we give employees the opportunity to become owners of the business after at least one year and 1600 hours of service. Ownership means sharing in profits, participating in decision-making, and helping to guide the company's strategic direction. This model fosters a culture of accountability, collaboration, and transparency. It also ensures that the people doing the work directly benefit from the value they create.REMOTE WORK STRUCTURE: AFC is legally headquartered in Denver, Colorado and operates 100% virtually. Team members are required to attend multi-day team retreats outside of their home office locations with expenses paid by AFC. These retreats are scheduled no more than twice per year with substantial notice to all employees of the dates and travel arrangements.POSITION OBJECTIVE:The Advisor&rsquo;s primary objective is to provide high-quality bookkeeping services to our nonprofit clients while being part of the team at AFC that is working with the client to build their financial management capacity.HOW YOU ACCOMPLISH THE POSITION OBJECTIVE:The Advisor will primarily spend their time performing bookkeeping duties for a variety of clients. Advisors are assigned to work on a portfolio of clients and will work with a variety of team members on those projects. The Advisor meets individually with a manager who provides support and guidance. The Advisor will also attend working group meetings where client issues are discussed.The Advisor will work directly with clients to provide training and feedback on bookkeeping issues.The Advisor manages their own calendar and workload using hardware and software provided by AFC. Task assignments are developed collaboratively within each working group. The Advisor participates in weekly and monthly team meetings which provide training and professional development opportunities. The Advisor also has an allowance to pursue individualized professional development opportunities.WHAT ARE THE DAILY ACTIONS FOR THE POSITION:Plan workload - AFC uses Smartsheet for task assignments. The Advisor maintains their own task assignment status in Smartsheet and works with their manager to ensure that the workload is reasonable.Monitor communications - The Advisor uses email for communicating with clients and Slack for communicating with other AFC team members. These communications may involve problem-solving or process updates as well as general work coordination.Meet with AFC team members - All AFC team members meet in &ldquo;working groups&rdquo; on a weekly basis with a standing agenda to address any complex issues that arise and benefit from the discussion. The working group meetings are also an opportunity for AFC team members to share progress on professional development goals and updates on life outside of work.Bookkeeping tasks - The Advisor is responsible for performing a set of bookkeeping tasks for clients. These tasks will include AP and AR functions, bank reconciliations, processing payroll, reconciliations for prepaids, fixed assets, credit cards, and other balance sheet accounts. The Advisor is also expected to provide feedback to the working group regarding their clients&rsquo; general conditions and/or the financial management systems. The Advisor will also meet with clients to provide training and support when the client is responsible for bookkeeping tasks.Partner-systems engagement - The Advisor is expected to become an expert in the tech stack of apps that AFC uses to provide transparent, accurate, timely, and useful financial management systems for our clients. The current tech stack includes: QuickBooks Online, BILL, Bill Spend &amp; Expense, Saasant, Gusto, Reach Reporting and Budgyt.com.Internal systems engagement - The Advisor is expected to become proficient in the tools and systems AFC uses to coordinate work which include: Smartsheet, Harvest, Dropbox, LastPass, Google Workspace, Gmail and Hiver.WHAT SKILLS ARE NEEDED TO BE SUCCESSFUL IN THE POSITION:Competencies - The Advisor is a self-directed, detail-oriented worker that can work independently to move projects forward while collaborating with AFC team members and clients. The Advisor will benefit from having hands-on bookkeeping and/or accounting experience in a nonprofit organization.They need to be well versed in most, if not all, of the following areas:<ul><li>Understanding the purpose and use of a general ledger system</li><li>Basic understanding of the purpose and use of internal control systems</li><li>Understanding the mechanics of processing accounts payable and accounts receivable</li><li>Understanding the process for entering journal entries into a general ledger system</li><li>Basic understanding of payroll processing</li><li>Understanding of bank reconciliations and familiarity with balance sheet reconciliations</li></ul>Technical Skills - The Advisor is expected to have a working knowledge of the fundamentals of email, Excel, QuickBooks and/or MIP. The Advisor should be willing and capable of learning new systems such as those listed in the Daily Actions section above. AFC will provide systems training as needed.OUR OFFER:<ul><li>Earn competitive pay ($70,000‐$80,000) while engaging in mission‐driven nonprofit work</li><li>Benefits include health insurance, PTO, 401(k), and life/disability insurance, a home office internet and cell phone reimbursement plan.</li><li>AFC hires employees through TriNet which offers a suite of voluntary benefits.</li><li>In addition to 11 paid holidays, AFC is currently closed for one additional day of each month (except for January)</li><li>A workplace culture that is respectful, transparent, team-oriented and innovative to meet our organizational mission and goals</li><li>Opportunities to lead, learn, and grow, we thrive on supporting our team members&rsquo; professional and personal goals</li></ul>OUR HIRING PROCESS:<ul><li>All resumes will be screened by an HR contractor who will redact all identifying information to provide AFC screeners with identity-blind applications</li><li>We will read your cover letter first and are interested to know why you might be a good fit for this position. We will read your resume next and are looking for skills and experiences that match the responsibilities of this position</li><li>Qualified candidates will be contacted to interview with our Senior Office Operations Manager for a 30-minute screening interview. Interviews will be scheduled beginning after April 21, 2026</li><li>Selected candidates will be invited to interview with a panel of AFC team members</li><li>Final interviews will be conducted by AFC&rsquo;s Chief Strategy Officer</li><li>Finalists may be asked to provide sample work products</li><li>We will ask for job-related references who can provide a personal account of your work</li><li>We will conduct a background check after requesting specific permission</li><li>We will present a job offer verbally and in writing to the successful candidate</li><li>When we remove candidates from consideration, we will notify them via email</li></ul>ADDITIONAL INSTRUCTIONS:<ul><li>Completion of Indeed's application questions is required for consideration for this position.</li><li>Please include a cover letter with your resume when applying for the Advisor position.</li></ul>Job Type: Full-timePay: $70,000.00 - $80,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Are you legally based in the US and legally authorized to work in the US?</li><li>Name three words that your colleagues would use to describe you?</li><li>Why are you interested in this position?</li><li>Why are you interested in remote work?</li><li>How many years of work experience do you have with nonprofit organizations?</li><li>How many years experience do you have working in each of the following software: QuickBooks Online? MIP Fund Accounting?</li><li>What other financial apps or software do you have experience with? (Blackbaud, Expensify, ADP, Ramp etc.)</li></ul>Work Location: Remote

Advisor (Nonprofit Financial Management)

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