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portfolio analyst financial services

Leeds Professional Resources

<div>
 <p>
  We are seeking a Portfolio Analyst to join our client's team! The Portfolio Analyst will work closely with the Investment Policy Committee (IPC) and support staff to assist in all areas of the investment process. Key tasks will center around cash management and portfolio research, construction, monitoring and trading related functions. Jr analysts will also be involved with various reporting due diligence assignments and client presentations.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Responsibilities:
 </p>
 <ul>
  <li>
   Support with macro and micro economic research and monitoring.
  </li>
  <li>
   Conducting qualitative and quantitative analysis of various asset classes, financial instruments, and multi-asset portfolio models.
  </li>
  <li>
   Develop and recommend investment solutions using a broad array of asset allocation and client risk tolerance tools and resources.
  </li>
  <li>
   Execute multi-million-dollar block trades and/or individual client account rebalances.
  </li>
  <li>
   Monitor client accounts (specifically cash positions) to ensure accounts are properly allocated per wealth management agreements and client-advisor-portfolio management updates.
  </li>
  <li>
   Monitor and track all firm investments to ensure optimal performance and risk-management.
  </li>
  <li>
   Assist with weekly IPC review meetings.
  </li>
  <li>
   Drive improvements and efficiencies in data processes and management.
  </li>
  <li>
   Prepare financial proposals and client portfolio reviews as needed.
  </li>
  <li>
   Perform research and execute special projects on request.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  Qualifications:
 </p>
 <ul>
  <li>
   Strong passion and knowledge of global financial markets.
  </li>
  <li>
   Ability to interact and communicate effectively with colleagues and clients, and willingness to perform a wide range of tasks.
  </li>
  <li>
   Attention to detail, critical thinking, resourcefulness, multi-tasking, and working independently.
  </li>
  <li>
   Solid analytical and modeling skills in Microsoft Excel, with intermediate knowledge of Visual Basic Application (VBA) a plus.
  </li>
  <li>
   Excellent written and verbal communication skills.
  </li>
  <li>
   Experience and comfort trading high net worth accounts a major plus.
  </li>
  <li>
   Minimum three-five years in the financial field.
  </li>
 </ul>
 <p>
 </p>
</div>


Portfolio Analyst - Financial Services

CGS Federal (Contact Government Services)

<div>
 <strong>
  Discovery Business and System Analyst
  <br/>
 </strong>
 Employment Type: Full-Time, Executive-Level
 <br/>
 <br/>
 Department: Legal
 <br/>
 <br/>
 CGS is seeking a dedicated Discovery Business and System Analyst to join a fast-paced and hard-working team to assist with any legal accounts. As a Discovery Business and System Analyst, you will play a key role in supporting various aspects of the company's portfolio.
 <br/>
 <br/>
 CGS brings motivated, highly skilled, and creative people together to solve the government&rsquo;s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities.
 <br/>
 <br/>
 Skills and attributes for success:
 <br/>
 <br/>
 The Contractor shall provide business and IT systems analysis support to include, but not limited to the following activities:
 <br/>
 <br/>
 <br/>
 <ul>
  <li>
   Contractor shall document and manage new and existing business processes in order to facilitate training, analysis, and redesign;
  </li>
  <li>
   Contractor shall conduct a thorough analysis of existing and new business processes and identify opportunities for improving workforce efficiency;
  </li>
  <li>
   Contractor shall conduct a thorough analysis of operational business requirements and conduct a gap analysis for any required modification to an existing business process;
  </li>
  <li>
   Contractor shall create and maintain a requirements database that documents how each existing or new business requirement is being supported
  </li>
  <li>
   Contractor shall validate that any proposed solution to an existing requirement satisfactorily meets the underlying need;
  </li>
  <li>
   Contractor shall collect marketing materials from industry solution providers that claim to satisfy the identified business requirements;
  </li>
  <li>
   Contractor shall document and manage new and existing functional capabilities provided by existing and proposed IT solutions;
  </li>
  <li>
   Contractor shall conduct a thorough analysis of existing capabilities against documented business requirements to determine where gaps in technology are impeding or preventing the efficient execution of business processes;
  </li>
  <li>
   Contractor shall compare marketing materials from industry solution providers that claim to satisfy the identified business requirements and deliver an Analysis of Alternatives that can be used by the Program Management Office (PMO) to identify and prioritize new projects;
  </li>
  <li>
   Contractor shall validate that any proposed solution successfully delivers a new functional business capability that addresses one or more existing requirements;
  </li>
  <li>
   Contractor shall build and execute thorough test scripts that allow them to ascertain the breadth and depth of a capability on a consistent basis so that they may fairly evaluate multiple products in order to provide recommendations for purchase;
  </li>
  <li>
   Contractor shall review all solution configuration changes to insure that the Discovery Program maintains an accurate picture of its business capabilities;
  </li>
  <li>
   Contractor shall perform other systems analysis research and documentation tasks as assigned
   <br/>
   <br/>
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 Our Commitment:
 <br/>
 <br/>
 Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client&rsquo;s specific needs. We are committed to solving the most challenging and dynamic problems.
 <br/>
 <br/>
 For the past seven years, we&rsquo;ve been growing our government-contracting portfolio, and along the way, we&rsquo;ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.
 <br/>
 <br/>
 Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come.
 <br/>
 <br/>
 We care about our employees. Therefore, we offer a comprehensive benefits package.
 <br/>
 <br/>
 <br/>
 <ul>
  <li>
   Health, Dental, and Vision
  </li>
  <li>
   Life Insurance
  </li>
  <li>
   401k
  </li>
  <li>
   Flexible Spending Account (Health, Dependent Care, and Commuter)
  </li>
  <li>
   Paid Time Off and Observance of State/Federal Holidays
   <br/>
   <br/>
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
 <br/>
 <br/>
 Join our team and become part of government innovation!
 <br/>
 <br/>
 Explore additional job opportunities with CGS on our Job Board:
 <br/>
 <br/>
 https://cgsfederal.com/join-our-team/
 <br/>
 <br/>
 For more information about CGS please visit: https://www.cgsfederal.com or contact:
 <br/>
 <br/>
 Phone: +1 (888) 680-5916Email: info@cgsfederal.com
 <br/>
 <br/>
 #CJ
 <br/>
 <br/>
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>


Discovery Business and System Analyst  (Top Secret Clearance Required)

CAMILLUS HOUSE

<div>Description:
<p><b>
Who We Are:</b></p><p>
Camillus House serves people who are poor and homeless in South Florida. Guided by the teachings of St. John of God, we provide housing, healthcare, and supportive services rooted in our core values of Hospitality, Respect, Quality, Spirituality, and Responsibility.</p><p><b>
Who You Are:</b></p><p>
A dependable, safety-focused professional who communicates respectfully and represents Camillus House with courtesy and professionalism. You enjoy hands-on work and support the mission through reliable service.</p><p><b>
What You&rsquo;ll Do:</b></p><p>
Safely pick up, transport, and deliver donated goods; maintain vehicle logs and safety checks; ensure proper loading/unloading; and support daily operational needs as assigned.</p><p><b>
Role Summary</b></p><p>
The Senior Financial Analyst / Fiscal Coordinator supports financial stewardship, compliance, and data-driven decision-making across the organization. Working closely with finance leadership, this role manages financial planning, grant oversight, and regulatory compliance. It also partners with program leadership to translate financial data into insights that support performance and sustainability.</p><p><b>
Core Responsibilities:</b></p><p><b>
1. Financial Planning &amp; Analysis</b></p><ul><li>
Develop financial models, forecasts, and scenario analyses to support organizational planning and program sustainability.</li><li>
Prepare monthly and quarterly financial analyses comparing budget, forecast, and actual results.</li><li>
Identify financial trends, cost drivers, and operational risks.</li><li>
Produce financial summaries and analytical dashboards for finance leadership.</li><li>
Support long-term financial planning initiatives.</li><li>
Will work in close cooperation with Grants, Programs, and Data Analytics</li></ul><p><b>
2. Budget Development &amp; Monitoring</b></p><ul><li>
Coordinate the annual organizational and program budget process in collaboration with the Controller and program leadership.</li><li>
Monitor departmental and grant budgets to ensure alignment with approved plans.</li><li>
Prepare variance analyses and provide recommendations to address budget deviations.</li><li>
Support program directors in developing financial projections and cost structures.</li></ul><p><b>
3. Grant &amp; Contract Fiscal Management</b></p><ul><li>
Coordinate fiscal oversight of federal, state, municipal, and foundation-funded programs.</li><li>
Monitor grant expenditures to ensure compliance with funding requirements and approved budgets.</li><li>
Support preparation of financial reports, reimbursement requests, and grant documentation.</li><li>
Work closely with program staff to maintain strong fiscal management of funded programs.</li></ul><p><b>
4. Federal Grant Compliance</b></p><ul><li>
Ensure compliance with federal grant regulations including Uniform Guidance.</li><li>
Monitor adherence to cost principles, documentation standards, and cost allocation methodologies.</li><li>
Assist with maintaining internal controls and fiscal policies related to federal funding.</li><li>
Provide guidance to program managers on grant financial requirements.</li></ul><p><b>
5. Camillus House Grant Portfolio Fiscal Coordination</b></p><ul><li>
Support fiscal administration of the organization&rsquo;s diverse grant portfolio, including federal, state, county, and municipal funding sources.</li><li>
Coordinate financial oversight for grants from agencies such as the U.S. Department of Housing and Urban Development and other public funding partners.</li><li>
Provide Support with Fixed Assets, Expense Allocation and Right Of Use (ROU) shedules</li><li>
Monitor grant expenditures to ensure alignment with approved budgets and funding guidelines.</li><li>
Prepare financial reports and documentation required by funding agencies.</li><li>
Assist program leadership with fiscal management of grant-funded programs.</li><li>
Support internal monitoring and reconciliation of grant expenditures and revenue</li></ul><p><b>
6. Audit Coordination &amp; Financial Reporting</b></p><ul><li>
Support preparation for the annual financial audit and federal Single Audit.</li><li>
Assist with preparation of the Schedule of Expenditures of Federal Awards (SEFA).</li><li>
Coordinate financial documentation requested by external auditors.</li><li>
Maintain financial records and reporting that support transparency and regulatory compliance.</li></ul><p><b>
7. Financial Systems &amp; Process Improvement</b></p><ul><li>
Support improvements in financial reporting tools, systems, and data analytics.</li><li>
Identify opportunities to strengthen fiscal monitoring and internal controls.</li><li>
Assist in developing standardized financial reporting tools for program leadership.</li></ul>
Requirements:
<p><b>
Education</b></p><ul><li>
Bachelor&rsquo;s degree in finance, Accounting, Business Administration, or related field required.</li><li>
Master&rsquo;s degree in finance, Accounting, Business Administration, or Public Administration preferred.</li></ul><p><b>
Experience</b></p><ul><li>
5&ndash;8 years of experience in financial analysis, grant fiscal management, or nonprofit financial administration.</li><li>
Experience managing federally funded programs and grant compliance preferred.</li><li>
Experience supporting audit and grant reporting processes preferred.</li></ul><p><b>
Skills</b></p><ul><li>
Strong financial analysis and reporting capabilities.</li><li>
Advanced spreadsheet and financial systems proficiency.</li><li>
Knowledge of federal grant fiscal requirements and compliance standards.</li><li>
Ability to communicate financial information clearly to program and operational staff.</li><li>
Strong attention to detail and organizational skills.</li></ul></div>

Sr. Financial Analyst

Four Seasons

<div><p><b>About Four Seasons:
</b></p><p>Four Seasons is powered by our people. We are a collective of individuals who crave to become better, to push ourselves to new heights and to treat each other as we wish to be treated in return. Our team members around the world create amazing experiences for our guests, residents, and partners through a commitment to luxury with genuine heart. We know that the best way to enable our people to deliver these exceptional guest experiences is through a world-class employee experience and company culture.
<br>
<br>
At Four Seasons, we believe in recognizing a familiar face, welcoming a new one and treating everyone we meet the way we would want to be treated ourselves. Whether you work with us, stay with us, live with us or discover with us, we believe our purpose is to create impressions that will stay with you for a lifetime. It comes from our belief that life is richer when we truly connect to the people and the world around us.
</p><p></p><p><b>About the location:
</b></p>Four Seasons Hotels and Resorts is a global, luxury hotel management company. We manage over 130 hotels and resorts and 50 private residences in 47 countries around the world and growing. Central to Four Seasons employee experience and social impact programming is the company&rsquo;s commitment to supporting cancer research, and the advancement of diversity, inclusion, equality and belonging at Four Seasons corporate offices and properties worldwide. At Four Seasons, we are powered by people and our culture enables everything we do.
<p></p><p><b>Senior Analyst, Operations Finance
</b></p><p></p><p>The Senior Analyst, Operations Finance will collaborate with the Manager, Operations Finance with Property Finance Business Process Management and outsourcing.
</p><p></p><p>Business Process Management (BPM) includes standardizing and automating tasks, developing best practice processes, tools, and templates, and facilitating their deployment across the global portfolio alongside property teams and the business process outsourcing (BPO) partner, with the aim to drive efficiency of accounting processes globally.
</p><p></p><p>The Senior Analyst, Operations Finance will support compliance of the core accounting functions, with both transactional actuals as well as planning (budgeting and forecasting).
</p><p></p><p>The Senior Analyst, Operations Finance will support the implementation of systems, policy and process, ensuring property teams are leveraging the established Standard Operating Procedures. They will also assist with ad hoc requests as requested by Senior Management and other stakeholders.
</p><p></p><p>Strong attention to detail, organization, process knowledge, critical thinking and problem-solving skills are necessary for successfully achieving deadlines and requirements of multiple workstreams across a range of properties. The ideal candidate is analytical and proactive, with strong business acumen and a passion for process improvement and standardization.
</p><p></p><p><b>What You&rsquo;ll Be Doing:
</b></p><p></p><p><b>Process Efficiency &amp; Governance
</b></p><ul><li>Drive adoption of best practices and standards.
</li><li>Maximize the use of standardized tools and templates by the properties.
</li><li>Monitor and improve KPI&rsquo;s within the Service Level Agreements.
</li><li>Minimize Capgemini errors reported by the properties.
</li><li>Maximize efficiency of onsite processes.
</li><li>Assist in establishing/enforcing policies, rules, internal controls and safeguards.
</li><li>Continuously deliver the highest level of service with respect to property support and maximize property satisfaction of outsourced services.
</li><li>Provide hotel users with support for standard tools, templates and processes.
</li></ul><p></p><p><b>Regional Oversight
</b></p><ul><li>Support leadership decisions through reporting and data-driven insights.
</li><li>Demonstrate proficiency as a lead/power-user of company financial systems and regional practices.
</li><li>Provide regular status reporting as required.
</li></ul><p></p><p><b>Insights and Innovation
</b></p><ul><li>Transform complex data into summarized meaningful and actionable insights.
</li><li>Present and provide meaningful commentary to stakeholders on past, current and future state across all identified areas of responsibility.
</li></ul><p></p><p><b>Collaboration and Communication
</b></p><ul><li>Collaborate with Operations Finance, property teams and business process outsourcing partner to ensure timeliness and integrity of financial processes.
</li><li>Represent both Operations Finance and the properties on cross-functional projects and requests.
</li><li>Leverage Microsoft 365 suite of software including Excel, Word, PowerPoint, Outlook, SharePoint, and Teams to enhance communication, reporting, organization and collaboration within the team and other groups.
</li></ul><p></p><p><b>What You Bring:
</b></p><ul><li>3-5 years of experience in a related hospitality accounting or shared services role.
</li><li>CPA or university degree in hospitality, accounting or finance preferred.
</li><li>Multilingual is an asset.
</li></ul><p></p><p><b>Key Skills/Who You Are:
</b></p><p></p><p><b>Behavioral
</b></p><ul><li>Proven leadership skills in a property and/or corporate office environment.
</li><li>Highest level of integrity and transparency, and ethical approach to influence the outcome of situations.
</li><li>Strong interpersonal and relationship-building skills to work with cross-functional teams, negotiate for resources, influence stakeholders, and gain acceptance of and commitment to plans, ideas and initiatives.
</li><li>Ability to work independently, take initiative and use sound judgement.
</li><li>Promotes a continuous learning environment that creates an atmosphere for professional development opportunities.
</li><li>Ability to meet various deadlines in a fast-paced environment.
</li><li>Work in a safe, prudent and organized manner.
</li></ul><p></p><p><b>Functional
</b></p><ul><li>Strong oral and written communication skills to prepare and deliver reports, effective presentations and to facilitate meetings with colleagues at all levels of the organization.
</li><li>Strategic and analytical, with solid business acumen and problem-solving skills.
</li><li>Strong multi-tasking and project management skills.
</li><li>Attention to detail with a focus on solutions, results and continuous improvement.
</li><li>Ability to deal with confidential information in a professional manner.
</li><li>Demonstrates excellence in conflict resolution.
</li></ul><p></p><p><b>Technical Skills &amp; Knowledge
</b></p><ul><li>Working technical knowledge of generally accepted accounting principles.
</li><li>Ability to read, write and speak English fluently; additional languages an asset.
</li></ul><p></p><p><b>Travel:
</b></p><ul><li>Occasional travel as needed.
</li></ul><p></p><p>This role will be a Hybrid working model, which will require 3 days per week in the Miami Four Seasons Corporate Office (3 days per week) located at 1441 Brickell Avenue, Suite 1007, Miami, Florida. #LI-Hybrid
</p><p></p>Four Seasons is an Equal Opportunity, Affirmative Action employer. Minorities, women, veterans, and individuals with disabilities are encouraged to apply. To access the 'EEOC is The Law' Information poster please visit this website - https://eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf</div><p></p>

Senior Analyst, Operations Finance

Contact Government Services, LLC

<div><div>Business Analyst</div><div>
Employment Type: Full-Time, Experienced</div><div>
Department: Information Technology<br>
</div><div></div><br>
<div>CGS is looking for business analysts to work with a large federal agency! As a Business Analyst in Business operations and Content Strategy for CGS, you will partner with internal business owners and external partners to understand new business opportunities and define functional requirements.<br>
</div><div></div><br>
<div>CGS brings motivated, highly skilled, and creative people together to solve the government&rsquo;s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities.</div><div>
</div><div>
Skills and attributes for success:</div><ul><li>Support the development of briefings, agendas, and other general documentation support as directed, including training material and demonstration sessions for new and existing technologies to various stakeholders.</li><li>Document and analyze business and functional requirements so that they may be accurately translated into process maps and technical system requirements</li><li>Develop comprehensive documentation that meets organizational standards, to include but not limited to basic system architectural diagrams/wireframes, concepts of operations, monthly status reports</li><li>Create high-level briefings and communications materials for customers, management, and executive stakeholders</li><li>Work with the government and team members to identify, recommend, and implement opportunities for service delivery improvement and new technology implementation</li><li>Evaluate program materials and develop innovative approaches for improvement</li><li>Independently gather information from subject matter experts to develop, organize, and write procedure manuals, technical specifications, and process documentation</li><li>Develop and implement a deep understanding of Microsoft and Atlassian products and services (Teams, SharePoint, Visio, Jira, Confluence) to translate complex product information into simple, polished, and engaging content</li><li>Research, outline, write, and edit new and existing content, working closely with various team members to understand project requirements</li><li>Develop content in various media forms for maximum usability, with a consistent and cohesive voice across all documentation</li><li>Perform risk management, including identifying, prioritizing, and mitigating risks, and communicating and escalating risks and issues</li><li>Support a continuous improvement process by providing recommendations on improving products, services, and processes.</li><li>Manage client interaction and expectations regarding team efforts</li><li>Identify and coordinate cross-team dependencies and collaboration</li><li>Continually seek opportunities to increase customer satisfaction, develop and deepen long-lasting client relationships</li></ul><div></div><div><br>
Qualifications<b>:</b></div><ul><li>Must be a U.S. Citizen</li><li>Bachelor's Degree (Computer Science, or engineering)</li><li>Must be able to successfully complete a stringent Background Investigation and obtain required Government Security clearance</li><li>7+ years of experience in business analysis, systems analysis, and/or design of information systems programs and related business processes</li><li>Experience working with phase-based and Agile delivery methods</li><li>Experience with Jira or other Agile tools</li><li>Ability to clearly communicate technical concepts to both technical and non-technical users.</li><li>Must be able to work well both in a team environment and independently.</li><li>Must possess exceptional attention to detail</li><li>Excellent interpersonal and communication skills</li><li>Familiarity with government projects and policy/procedures teams</li><li>Demonstrates ability to interact comfortably with Senior Leadership and/or Government Executives and staff on a day-to-day basis</li><li>Experience in managing client requirements and small teams</li><li>Excellent analytical skills and business presentation skills</li></ul><div></div><div><br>
Ideally, you will also have:</div><ul><li>Experience supporting DHS HQ or other US Federal Agencies
</li><li>Experience tracking and reporting project or program delivery progress and budget execution</li><li>Experience developing project briefs and reports for non-technical audiences</li><li>Knowledge of the federal acquisition lifecycle</li><li>Familiarity with Business Intelligence and Data Analytics</li><li>Project Management, Agile, and/or Cyber Certifications (PMP / ACP / CSM / SAFe / CISM)</li></ul><div></div><div><br>
Our Commitment:</div><div>
Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client&rsquo;s specific needs. We are committed to solving the most challenging and dynamic problems.</div><div></div><div><br>
For the past seven years, we&rsquo;ve been growing our government contracting portfolio, and along the way, we&rsquo;ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.</div><div></div><div><br>
Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come.</div><div></div><div><br>
We care about our employees. Therefore, we offer a comprehensive benefits package.</div><ul><li>Health, Dental, and Vision</li><li>Life Insurance</li><li>401k</li><li>Flexible Spending Account (Health, Dependent Care, and Commuter)</li><li>Paid Time Off and Observance of State/Federal Holidays</li></ul><div></div><div><br>
Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.</div><div></div><div><br>
Join our team and become part of government innovation!</div><div>
Explore additional job opportunities with CGS on our Job Board:</div><div>
https://cgsfederal.com/join-our-team/</div><div>
For more information about CGS please visit: https://www.cgsfederal.com or contact:</div><div>
Email: info@cgsfederal.com</div><div></div><div><br>
#CJ</div>
<p>
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</p></div>

Business Analyst

Royal Caribbean Group

<div><div><div><div><div><div><b><i>This position is on &ndash; site in our Royal Caribbean Headquarters Miami 1050</i></b></div><br>
<div></div>
<div>
The <b>Senior Integrated Planning Analyst</b> plays a critical role in supporting the Product Development team at Celebrity Cruises by utilizing data analysis market insights and strategic evaluations to drive integrated planning decisions across the entire product development lifecycle This role focuses on delivering actionable insights optimizing processes and ensuring alignment with strategic objectives to support the successful execution of new products and experiences The Senior Integrated Planning Analyst collaborates with cross-functional teams to track project performance mitigate risks and enhance planning effectiveness while working closely with senior leadership to ensure that projects are on time within scope and meet business goals</div><br>
<div></div>
<p><b>
Position Overview</b></p>
<div>
The Senior Integrated Planning Analyst reports to the <b>Manager of Integrated Planning</b> (or Senior Manager depending on the team structure) This role collaborates with other senior leaders in Product Development and works closely with project managers stakeholders and functional teams across the organization The Senior Integrated Planning Analyst is expected to lead key planning initiatives manage project timelines and risks and contribute to the continuous improvement of the integrated planning function</div><br>
<p></p>
<p><b>
Key Responsibilities</b></p>
<ul>
<li><b>Data Analysis: </b>Collect and analyze data from various product development initiatives such as market research customer feedback financial performance and project metrics</li>
<li><b>Reporting:</b> Prepare detailed reports and dashboards for senior management providing insights and recommendations on how to optimize integrated planning efforts and product development processes</li>
<li><b>Reporting:</b> Develop and maintain performance metrics and KPIs to track the success of new products ensuring alignment with broader organizational goals</li>
<li><b>Presentations:</b> Use advanced data visualization tools (eg Excel Power BI Tableau) to present complex data in an accessible format for stakeholders at all levels</li>
<li><b>Strategic Insights &amp; Market Analysis: </b>Conduct thorough market research and competitor analysis to identify trends customer behavior and opportunities for product innovation that inform the integrated planning process</li>
<li><b>Analysis:</b> Assess customer feedback industry reports and sales data to identify gaps or areas for improvement in the product portfolio</li>
<li><b>Integrated Planning Execution &amp; Project Coordination: </b>Collaborate with the Integrated Planning Manager and other team members to develop integrated project schedules milestone plans and action items for assigned projects
</li><li><b>Action Management:</b> Maintain an up-to-date action log ensuring that all tasks risks and milestones are tracked and properly documented</li>
<li><b>Timelines:</b> Ensure that project timelines are met by proactively identifying any roadblocks or delays and coordinating with project teams to adjust plans or resources accordingly</li>
<li>Support the implementation of <b>standard operating procedures (SOPs)</b> ensuring that best practices in integrated planning are applied across all product development projects</li>
<li><b>Stakeholder Management &amp; Cross-Functional Collaboration: </b>Work closely with various departments including Product Development Marketing Operations and Supply Chain to ensure alignment and collaboration across integrated planning efforts</li>
<li><b>Meeting Management:</b> Support the coordination of meetings with key stakeholders (eg project reviews executive steering committees) by preparing agendas collecting data and following up on action items</li>
<li><b>Risk Management &amp; Issue Resolution: </b>Identify risks and issues related to project timelines resource allocation and budget and work with teams to develop and implement mitigation plans</li>
<li><b>Executive Reporting &amp; Communication: </b>Assist in preparing executive-level reports and presentations that summarize the status of product development projects risks and key milestones</li>
<li>Provide recommendations to senior management on how to adjust or realign plans based on project performance or external factors</li>
<li><b>Continuous Improvement &amp; Process Optimization: </b>Support the ongoing refinement of integrated planning frameworks leveraging industry best practices and internal feedback to ensure alignment with organizational goals</li>
<li><b>Knowledge Management &amp; Documentation: </b>Oversee the documentation of key project decisions action items and insights to ensure transparency and that all relevant information is available to stakeholders across the team</li>
Ensure that all project materials such as status reports meeting minutes and planning documents<li> are properly organized and easily accessible for future reference</li>
</ul><ul><li><b>Project Meetings:</b> Schedule and lead regular project team meetings or stand-ups to review status address roadblocks and synchronize efforts Prepare agendas to cover all pertinent updates (Operational Excellence) and ensure meetings stay focused
</li><li><b>RFP and Vendor Coordination:</b> Track the progress of RFPs and vendor selection: note key dates such as RFP release proposal due date vendor presentations and contract award
</li><li><b>Process Improvements:</b> Contribute to refining these processes by providing feedback on what is or isn&rsquo;t working at the execution level
</li><li><b>Post-Launch Reviews:</b> Analyze these results to recommend improvements or corrective actions and feed insights back into planning for future projects</li>
<li><b>Cross-Functional Stakeholder Liaison:</b> Facilitate regular cross-functional check-ins or workshops to discuss progress surface issues and maintain alignment among all parties
</li></ul><ul><li><b>Sign-Off Process:</b> Ensure that <b>formal sign-off documents</b> design approvals change logs and lessons learned from each project are documented and stored for future reference</li></ul><br>
<p></p>
<p><i>
Performs other duties as required This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position Employees will be required to perform any other job-related duties assigned by their supervisor or management</i></p><br>
<p></p>
<p><b>
Qualifications and Education</b></p>
Bachelor&rsquo;s degree in Business Project Management Hospitality Management Product Development<ul><li> or a related field (master&rsquo;s degree preferred)</li>
Minimum of 1 to 3 years of experience in project management product development innovation or operations ideally within the travel hospitality<li> or cruise industries</li>
Basic understanding of the business context of projects &ndash; how guest experience operational feasibility<li> and return on investment considerations play into product development</li>
Proficiency in creating and managing schedules tracking tasks and coordinating teams Familiarity with project management and collaboration software is required (for example experience with Asana Jira Microsoft Project Trello<li> or similar tools to manage tasks and timelines)</li>
<li>Comfortable navigating ambiguous situations and making data-driven decisions</li>
Strong problem-solving strategic thinking<li> and decision-making abilities</li>
Ability to thrive in a fast-paced<li> dynamic environment and manage multiple projects simultaneously</li>
<li>Understanding of performance management frameworks and employee engagement strategies</li>
<li>Data-driven mindset with the ability to analyze metrics and make informed decisions</li>
<li>Confidence in asking questions or seeking clarification to prevent misunderstandings</li>
A passion for innovation<li> with a creative mindset to find better ways of working and delivering value</li>
<li>Ability to travel up to 30% of the time</li></ul><br>
<p></p>
<p><b>
Financial/Quantitive Responsibilities</b></p>
Involvement in projects over $5 Billion in capital projects<ul><li>
</li>Ensuring that capital projects stay within budget each project changing from $100M to $1B<br>
</ul>
<p></p><p><b>Internal/External Relationships</b></p>
<p>
Internal: Hotel Operations Newbuild Supply Chain Human Resources Brand Strategy Product Strategy Deployment Destination Development Shared Services &ndash; Supply Chain Government Relations Public Relations Corporate Communications Risk Management Legal Audit Compliance</p><br>
<p></p>
<p><b>
Physical Requirements</b></p>
<p>
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Must be able to travel to various destinations globally Must be able to prepare and present oral presentations Must be available beyond the framework of the normal workday for meetings presentations programs etc</p><br>
<p></p>
<p><b>
Working conditions</b></p>
<p>
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position Employees will be required to perform any other job-related duties assigned by their supervisor or management This position typically operates in a standard office environment with occasional travel for team-building activities training sessions or conferences Flexibility in hours may be required to accommodate team needs and initiatives</p><br>
<p></p>
<p><b><i>
We know there's a lot to consider</i></b><i> As you go through the application process our recruiters will be glad to provide guidance and more relevant details to answer any additional questions Thank you again for your interest in Royal Caribbean Group
</i></p><p><i>It is the policy of the Company to ensure equal employment and promotion opportunity to qualified candidates without discrimination or harassment on the basis of race color religion sex age national origin disability sexual orientation sexuality gender identity or expression marital status or any other characteristic protected by law Royal Caribbean Group and each of its subsidiaries prohibit and will not tolerate discrimination or harassment</i></p><br>
</div></div></div></div><p><br>
<b>Nearest Major Market: </b>Miami</p></div>

Senior Analyst, Integrated Planning

Independent Living Systems, llc

<div><p>We are seeking a Configuration Analyst to join our team at Independent Living Systems (ILS). ILS, along with its affiliated health plans known as Florida Community Care and Florida Complete Care, is committed to promoting a higher quality of life and maximizing independence for all vulnerable populations.</p><p><b>
About the Role:</b></p><p>
The Configuration Analyst in the Health Care Services industry plays a critical role in ensuring that healthcare software systems and applications are accurately configured to meet organizational needs and regulatory requirements. This position involves analyzing system configurations, identifying areas for improvement, and implementing changes that enhance operational efficiency and data integrity. The analyst collaborates closely with clinical, administrative, and IT teams to tailor configurations that support member care workflows and compliance standards. By maintaining detailed documentation and performing rigorous testing, the Configuration Analyst ensures that system updates and new implementations function seamlessly within the healthcare environment. Ultimately, this role contributes to the delivery of high-quality healthcare services by optimizing the technological infrastructure that supports clinical and administrative processes.</p><p><b>
Minimum Qualifications:</b></p><ul><li>
High School diploma or GED required</li><li>
Minimum two (2) years' experience as a medical Senior Claim Examiner, Call Center Advocate, Business Analyst or Trainer</li><li>
Medicare and Medicaid reimbursement methodologies including APR DRG / Exempt Units/ APG /RBRVS / APC.</li></ul><p><b>
Preferred Qualifications:</b></p><ul><li>
Associate's degree in health care or related fields</li><li>
Knowledge of UB04 / CMS1500 claims, ICD-10 /Revenue/ CPT / HCPCS diagnosis and procedure coding, claim adjudication processes, EDI and OCR claim submission</li><li>
Certification in Health IT or related fields (e.g., Certified Professional in Healthcare Information and Management Systems - CPHIMS).</li><li>
Knowledge of data analytics and reporting tools used in healthcare settings.</li><li>
Familiarity with project management methodologies and tools.</li><li>
Experience in training and supporting end-users in healthcare technology environments.</li></ul><p><b>
Responsibilities:</b></p><ul><li>
Claims testing and processing including claim adjustments, as well as providing support and education to the staff as necessary.</li><li>
The incumbent will troubleshoot and resolve provider records to support the claims operation.</li><li>
Process claims in accordance with corporate policies and procedures and state regulations.</li><li>
Review and analyze a variety of claim samples including auto-adjudicated claims to assure pricing per contractual agreement, negotiated rate or to Medicaid and Medicare rates.</li><li>
Provide consistent feedback to Management in timely manner both individually and collectively.</li></ul></div><p></p>

Configuration Analyst

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