sr business analyst

Cortex Management, LLC

<div>Duties and Responsibilities:
<ul>
<li>Coordinate with business users to define problems, data availability, and requirements, and to implement complex systems that provide cost-benefits to the organization. Leverage AI/LLM tools to analyze requirements, identify patterns, and generate requirement summaries.</li>
<li>Facilitate effective discussions and meetings between development teams, data teams, test teams, infrastructure teams, and business stakeholders during the software development lifecycle. Use AI tools to document meeting notes, generate action items, and create status summaries.</li>
<li>Use solid analytical and problem-solving skills to evaluate product requests and offer creative solutions. Apply LLMs to brainstorm solution approaches, analyze feasibility, and document trade-offs.</li>
<li>Take large and/or complex projects and break them down into consumable business requirements. Use AI to assist in scope decomposition, dependency mapping, and phased implementation planning.</li>
<li>Identify dependencies and create risk mitigation plans. Leverage AI/LLM analysis to identify risks, assess impact, and develop mitigation strategies.</li>
<li>Document the requirements in a clear manner with the right level of detail for the project and audience. Use AI to generate clear, concise requirement documentation, user stories, and acceptance criteria.</li>
<li>Apply advanced understanding of the company's business needs to develop solutions. Use AI/LLM capabilities to research industry trends, analyze competitive solutions, and generate innovative approaches.</li>
<li>Provide context to cross functional teams to help drive optimal solutions. Utilize AI to create comprehensive solution briefs and distribute insights across teams.</li>
<li>Assist in the Project Management of assigned projects and assist in maintaining project deadlines, budgets, and schedules. Use AI-powered project intelligence tools to track progress and identify risks early.</li>
<li>Support the portfolio/product owners and stakeholders on project priorities. Leverage AI to analyze data and provide data-driven priority recommendations.</li>
<li>May coordinate and facilitate user acceptance testing. Use AI to analyze test results and identify patterns in defects.</li>
<li>Support and research assigned production issues to find root cause. Apply AI/LLM analysis to investigate issues, review logs, and recommend solutions.</li>
<li>A true thirst for knowledge with the end goal of becoming a subject matter expert in this space. Actively explore emerging AI/LLM applications and integrate learnings into business analysis practices.</li></ul> 


Education and Experience:
<ul>
<li>Bachelor's degree in Computer Science, Information Technology, or in a job-related field of study required.</li>
<li>Minimum 4 years of experience in business analysis, process analysis/design experience preferably all in the Fintech space.</li>
<li>Demonstrated experience with AI/LLM tools (such as ChatGPT, Claude, or similar generative AI platforms) applied to business analysis, requirements documentation, and project workflows. Must be comfortable with prompt engineering and leveraging these tools to improve productivity and solution quality.</li>
<li>Prior experience in the online Financial Services industry, with knowledge of consumer/personal lending strongly preferred.</li>
<li>Team player who has experience working efficiently and effectively in a fast-paced environment.</li>
<li>Fluent with Microsoft Excel, Word, PowerPoint, and Outlook; experienced with MS Project, Visio, and SQL.</li>
<li>Proficient with Agile development methodologies and artifacts.</li>
<li>Proficient with software quality assurance and release management processes.</li>
<li>Prior experience in technical project management preferred.</li>
<li>System and/or data analysis experience preferred.</li>
<li>Understanding and exposure to Azure Cloud technologies preferred.</li>
<li>Ability to assess project priorities and manage multiple projects at one time.</li>
<li>Self-motivated with a high degree of accountability and ownership.</li>
<li>An exceptional communicator, written and verbally, with the savvy to adapt their communication to the audience.</li>
<li>Solid analytical and problem-solving skills with ability to offer creative solutions to product requests.</li>
<li>Ability to turn big and/or complex projects into requirements that are easy for the business and technology to understand.</li></ul></div>

Sr. Business Analyst

McKesson

<div><h2 class="jobSectionHeader">Sr Pricing Analyst</h2>
Irving, Texas
Job ID JR0145107
Category FP&amp;A, Accounting &amp; Finance Post Date Apr. 02, 2026<div></div><div>
</div><div></div><div>McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve &ndash; we care.
What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow&rsquo;s health today, we want to hear from you.
The Senior Pricing Analyst will support regional customer pricing and assist executing pricing strategies to maintain and expand new business within the McKesson Pharmaceutical Solutions &amp; Services organization. This individual will collaborate with the Regional Sales organization to conduct financial analyses to determine customer, program and item-level profitability for regional customers. The Pricing Analyst will need to build strong working relationships with external/internal clients to maintain engagement and enable pricing decisions based on market shifts and consolidation. The individual will be responsible for keeping a pulse on the competitive landscape within the segment. A total package of qualities to be successful in the role will include strong financial acumen, data analysis, active communication, customer relationship, and project management skills to make swift, yet informed decisions.
Key Responsibilities<ul><li>
Perform customer level profitability analysis for complex regional customers</li><li>
Provide customer financial analyses to determine customer, program and item-level profitability. In addition, leading ad hoc analysis to support Finance, Sales organizations, and other internal business partners</li><li>
Identify opportunities for business development by building and maintaining strong Sales and customer relationships resulting in customer retention and stability/increase of sales to maximize share of wallet</li><li>
Manage multiple projects within a highly matrixed environment</li></ul>
Minimum Requirement
Degree or equivalent and typically requires 4+ years of relevant experience.
Education
Bachelors Finance or related field or equivalent experience
Critical Skills<ul><li>
4+ years accounting, finance, finance analytics or similar experience</li><li>
Understanding of business management including P&amp;L, ROI, scenario analysis, trend analysis, and break-even analysis</li><li>
Ability to build moderate to complex pricing models</li><li>
Strong verbal and written communication skills</li><li>
Strong project management skills with ability to manage competing multiple priorities</li><li>
Strong Excel, PowerPoint, and presentations skills</li><li>
Uses judgement within defined policies and practices</li><li>
Ability to navigate through complex issues, interpret and transform financial data into relevant and actionable recommendations to senior leadership</li></ul>
Additional Knowledge &amp; Skills<ul><li>
Self‑motivated professional with a growth mindset who actively pursues learning and career development without needing close direction. An ability to initiate and manage projects with minimal supervision</li><li>
Proactively asks thoughtful questions and looks beyond the &ldquo;what&rdquo; to understand the &ldquo;why.&rdquo;</li><li>
Demonstrates strong intellectual curiosity and seeks to deeply understand the business, not just execute tasks.</li><li>
Brings a high level of ambition, with a desire to continuously learn, grow, and take on increasing responsibility.</li><li>
Demonstrates initiative by identifying opportunities, proposing solutions, and pushing work forward.</li><li>
Active listening skills to understand and address the needs of team members and stakeholders (Sales/customers)</li><li>
Strong interpersonal skills</li><li>
Ability to communicate potential risks and opportunities based on knowledge of the business</li><li>
Proactively share knowledge, contribute ideas, and actively participate in team discussions</li><li>
Effective data interpretation and communication of meaningful conclusions</li><li>
Ability to perform and deliver quality results within a highly matrix environment</li><li>
Provides resolutions to a diverse range of complex problems by determining an approach to solutions</li><li>
Experience supporting sales teams is a plus (preferred)</li><li>
Previous healthcare, Pharma experience, pharmaceuticals, and payer reimbursements (preferred)</li></ul>
Candidates must be authorized to work in USA. Sponsorship is not available for this role. 
Physical Requirements
General Office Demands
This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities.
We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson,
Our Base Pay Range for this position
$82,700 - $137,900
McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson&rsquo;s (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: 
 
McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. 
McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates.
McKesson job postings are posted on our career site: careers.mckesson.com.
McKesson is an Equal Opportunity Employer
McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson&rsquo;s full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.
McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) Disability_Accommodation@McKesson.com or (Canada) Accessibility@mckesson.ca. Resumes or CVs submitted to this email box will not be accepted.
Join us at McKesson!</div></div><div></div>

Sr Pricing Analyst

CHRISTUS Health

<div>Description 
Summary:
This position participates throughout all phases of the project life cycle for Health Plan service lines throughout CHRISTUS Health. Project life cycle responsibilities include collaborating with customers contributing to the feasibility, analysis, testing, documentation and implementation of medium to high complexity activities of assigned software. This position must possess sufficient detailed health plan information systems knowledge and systems expertise to implement medium to high complex assignments with minimal guidance. The Business System Analyst may participate in leading small projects. This position requires a self-starter with the ability to work with minimal oversight.
Responsibilities:
<ul><li>Application Expertise - Detailed knowledge of assigned applications related to Business, Finance, Revenue Cycle and Human Resources service lines.</li><li>
Planning &ndash; Manage tasks associated with business analysis and the project management lifecycle.</li><li>
Project Implementation &ndash; Participate as IT Analyst subject matter expert in Executing phase of the Project Management Life Cycle.</li><li>
Stakeholder Analysis - Identify the stakeholders who will be impacted by the change and understand their influence and authority levels.</li><li>
Risk Assessment - Utilize methods to identify risk, probability, impact and how to mitigate those risks.</li><li>
Meeting Facilitation &ndash; Manage meetings, and requirements workshop planning and management.</li><li>
Feasibility Analysis - Utilize techniques to gather information at the right level of detail and scope to represent all of the stakeholder&rsquo;s needs, and the ability to ask questions that lead to an understanding of the business need.</li><li>
Requirements &ndash; Understand and effectively communicate the requirements change process, and traceability</li><li>
System Optimization - Identify current capabilities and identify opportunities for improvement.</li><li>
Business Process Analysis- Utilize various modeling techniques such as process modeling, data modeling, system modeling.</li><li>
Interface Analysis - Understand technology infrastructure and how it interconnects, including sharing data to achieve a business goal.</li><li>
Requirements Writing - Develop use cases, activity diagrams, sequence diagrams and state charts, data dictionaries, class or entity relationship diagrams.</li><li>
Release Management - Ensure all stages of the project life cycle are completed for all technology projects and that support staff is fully trained prior to release into production environment.</li><li>
System Usability &ndash; Understand and know how a user interface helps the user to successfully complete a task, also known as usability.</li><li>
Test Management &ndash; Leads test activities for all assigned applications during the project implementation phases of the life cycle. Ensures that the application meets outlined requirements, responds correctly to inputs, performs desired functions, is sufficiently usable, and achieves stakeholder results.</li><li>
Communication - Demonstrate strong communication and human relationship skills.</li><li>
Customer Service - Provide effective customer service by being courteous, polite and friendly at all times. Acknowledge customers timely in order to determine their need and help the customer resolve the issue or request. Participate in departmental programs that promote and deliver exceptional customer service.</li><li>
Training - Assist in preparation and conducting of continuing formal or informal training session for users and co-workers.</li></ul>
Requirements:
<ul><li>Bachelor&rsquo;s degree in business or technology or equivalent experience</li><li>
2+ years related experience in and/or training in business analysis, technology development, or a related field.</li></ul>
Work Schedule: 
8AM - 5PM Monday-Friday
Work Type:
Full Time</div>

Technical Business Analyst I - IM Health Plans

Staffactory

Pay Rate: $43 - W2 Work Duration: 04/13/26 to 07/04/26 with possible extensionSchedule: 5 Days per Week / 8 Hours per Day Location: Irving, TX - Onsite (Do not apply if you're not local to the area or atleast near in the area)NOTE: Apply only if you're a US Citizen or GC Card holderThe Business Systems Analyst II is responsible for leading and guiding project meetings with the core leadership team to gather comprehensive business requirements and translate them into automated solutions, including workflow technical design and implementation.This role involves advising and assisting customers in the operation and administration of collection system applications while working closely with the facility host support team. The analyst collaborates with customers to enhance their work methodologies and tools, maintaining a customer-centric technical focus across analysis, design, development, testing, documentation, and implementation activities.The Business Systems Analyst II delivers high-quality, cost-effective solutions to users at all levels and serves as the technical liaison for workflow implementation, project monitoring, and ongoing workflow maintenance. This role supports business goals and objectives aligned with the team.Key Responsibilities<ul><li>Clarify system, workflow, and process needs with operations to understand the purpose and content of requested enhancements</li><li>Assist customers in understanding system functionality and process flows while optimizing their use of assigned applications and project-driven tasks</li><li>Analyze customer workflows and process flows; assist with reengineering departmental work, updating strategies, and improving processes related to account flow and reconciliation</li><li>Translate customer requests into program specifications appropriate to assigned tasks</li><li>Understand customer clinical and business functions, including new customer file testing and implementation within defined timeframes</li><li>Document business requirements and technical details using tools such as Microsoft Word, Excel, Visio, PowerPoint, and other applicable tools</li><li>Consult with management or senior team members to gain knowledge required for ownership of assigned process areas</li><li>Support day-to-day operations by responding to requests for research or minor workflow changes</li><li>Identify system enhancements to improve business processes and support future business needs</li><li>Identify issues and concerns, communicate them to management, and develop recommendations and solutions</li><li>Author or review system requests on behalf of business units and process managers, serving as a functional and technical liaison between business units and IS organization</li><li>Learn new technologies and systems to advance operational knowledge and process improvements, consulting SMEs or leadership as needed</li><li>Develop detailed technical designs for workflow automation and implement system changes, including monitoring outcomes for success</li><li>Lead and facilitate meetings with project teams, including end users, management, and IS team members</li><li>Utilize operational and system knowledge to provide recommendations for increased efficiencies and automation through proprietary workflow systems</li><li>Apply knowledge of Six Sigma, TQM, or other project and process management methodologies</li><li>Produce written materials to effectively communicate across all levels of the organization</li><li>Analyze complex business issues and identify, design, and implement effective, practical solutions</li><li>Maintain confidentiality of sensitive information</li><li>Manage multiple projects, priorities, and deadlines with strong organizational skills</li><li>Define boundaries, set priorities, and manage multiple projects with minimal guidance</li><li>Develop detailed project schedules, map resources to tasks, monitor progress, and resolve deviations</li><li>Perform detailed data analysis and make sound, logical decisions independently</li><li>Troubleshoot complex technical issues in a timely manner</li><li>Understand operational business processes and apply technical/system knowledge effectively</li><li>Develop and/or present training to business users</li><li>Work independently and collaboratively across all organizational levels</li><li>Deliver excellent customer service through professional, timely, and courteous interactions</li><li>Maintain intermediate knowledge of database query tools such as MS Access or SQL</li><li>Handle multiple projects simultaneously</li><li>Apply project management methodologies in daily work</li><li>Perform other duties and special projects as assigned by management</li></ul>Required Qualifications<ul><li>Bachelor&rsquo;s Degree (Required) &ndash; must submit proof of education</li><li>Minimum of 3 years of experience (Required)</li><li>Substantial healthcare implementation experience (Required)</li><li>Healthcare provider experience required (hospitals or clinics) &ndash; NOT insurance</li><li>Strong background in system and workflow implementation</li></ul>Technical &amp; Functional Experience<ul><li>EMR/EHR implementation experience, including:</li><li>Epic (including Epic module-related projects)</li><li>Athena</li><li>Cerner</li><li>Experience with third-party healthcare applications, including but not limited to:</li><li>Sectra</li><li>Waystar</li><li>Capsule</li><li>SoftBank</li><li>Experience supporting ancillary systems and implementations such as:</li><li>Laboratory</li><li>Pharmacy</li><li>Radiology</li><li>Experience with requirements gathering, documentation, and process flow creation</li><li>Experience producing project documentation, including:</li><li>Project charters</li><li>Status reports</li><li>Meeting minutes</li><li>Agendas</li></ul>Additional Skills &amp; Competencies<ul><li>Strong communication skills with the ability to clearly communicate both verbally and in writing across various stakeholders</li><li>Proven ability to analyze complex business issues and implement effective solutions</li><li>Strong troubleshooting and problem-solving skills</li><li>Ability to work in a fast-paced, team-oriented environment</li><li>Strong organizational and multitasking abilities</li><li>Knowledge of project management methodologies</li><li>Intermediate experience with database tools (MS Access, SQL)</li><li>Independent, logical thinker with strong analytical capabilities</li></ul>Job Type: ContractPay: Up to $43.00 per hourExpected hours: 40 per weekApplication Question(s):<ul><li>What is your level of experience with database querying (SQL/MS Access) and troubleshooting system/workflow issues? Please provide a brief example.</li><li>Can you describe your experience gathering business requirements and translating them into workflow automation or system solutions? Please include tools and methodologies used (e.g., SQL, Visio, Six Sigma).</li><li>Have you independently led meetings with stakeholders (business + IT) to define requirements and deliver system or workflow improvements? If yes, briefly describe your role and impact.</li></ul>Work Location: In person

Business Systems Analyst II – Healthcare (EMR/EHR Implementation)

Infosys

<div>Infosys is seeking a Capital Markets Product Owner/Business Analyst -In this role, you will provide business, domain, and analytical expertise and coordinate day‑to‑day deliverables for Capital Markets and Wealth Management initiatives within an Agile delivery environment. You will work closely with business stakeholders, product owners, Scrum Masters, and technology teams to translate complex business needs into actionable requirements and data‑driven insights. You will have the opportunity to collaborate with some of the best talent in the industry to create innovative high quality and defect-free solutions to meet our clients&rsquo; business needs. You will be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued. 
 
Required Qualifications:<ul><li>
Bachelor&rsquo;s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.</li><li>
Candidate must be located within the commuting distance of Irving, TX or be willing to relocate to this location. This position may require travel to project locations.</li><li>
Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.</li><li>
At least 4 years of experience with Information Technology.</li><li>
Strong domain expertise in Capital Markets and/or Wealth Management.</li><li>
Proven experience working in Agile/Scrum environments, collaborating with Product Owners and development teams.</li><li>
Hands‑on experience in writing - Business Requirements Documents (BRDs), Functional Requirements Documents (FRDs), User Stories with clear acceptance criteria.</li><li>
Strong experience using SQL for data analysis, validation, and reconciliation across financial datasets.</li></ul>
Preferred Qualifications:<ul><li>
Strong experience in Product management in Banking technology, Investment Banking or related roles</li><li>
Strong knowledge of banking platforms (Lending, Deal lifecycle, Due Diligence, Underwriting, Financial Crimes, Trade/transaction systems)</li><li>
Experience working in Agile delivery environments building applications or platforms having complex workflows, multiple personas and core functional modules (Regulatory reporting or Operations platforms will not suffice)</li><li>
Understanding of risk, controls, and regulatory requirements in financial services</li><li>
Ability to manage cross-functional stakeholders and competing priorities</li><li>
Strong analytical, problem‑solving, and critical‑thinking skills.</li><li>
Excellent communication skills, with the ability to engage both technical and non‑technical stakeholders.</li><li>
Adept with JIRA, Confluence, MS Office applications.</li><li>
Experience working with wealth management platforms, OMS, PMS, CRM, or advisory tools, knowledge of regulatory and compliance requirements (SEC, FINRA, MiFID II, AML/KYC).</li><li>
Business Analysis or Agile certifications (CBAP, PMI‑PBA, SAFe BA, CSM) are a plus.</li><li>
Proven ability to work effectively with cross-functional teams, including Front Office, Middle Office, and Operations</li><li>
Ability to work in team environment and client interfacing skills, experience and desire to work in a Global delivery environment.</li><li>
Strong analytical, problem‑solving, and critical‑thinking skills, excellent communication skills, with the ability to engage both technical and non‑technical stakeholders.</li></ul>
The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. Travel may be required as per the job requirements</div>

Capital Markets Business Analyst/Product Owner

CEC Facilities

<div><h2 class="jobSectionHeader">Position Summary</h2>
The Operational Finance Analyst plays a pivotal role in supporting the financial health of the organization by conducting analyses, providing insights, and contributing to operational efficiency. This position involves close collaboration with various departments to ensure financial processes align with strategic goals.<h2 class="jobSectionHeader">
Essential Duties and Responsibilities</h2><ul><li>
Conduct detailed financial analyses to support decision-making, such as cost-benefit analysis, variance analysis, and scenario modeling.</li><li>
Provide insights into key financial metrics and trends.</li><li>
Collaborate with cross-functional teams to identify areas for operational improvement and cost optimization.</li><li>
Recommend and implement process enhancements to drive efficiency.</li><li>
Assist in the development, monitoring, and analysis of budgets.</li><li>
Track budget versus actual performance and provide explanations for variances.</li><li>
Support the creation of accurate and timely financial forecasts.</li><li>
Work with stakeholders to gather relevant data for forecasting purposes.</li><li>
Generate regular and ad-hoc financial reports for internal use.</li><li>
Ensure reports comply with accounting standards and present information in a clear and actionable format.</li><li>
Maintain and analyze financial data from various sources.</li><li>
Ensure data accuracy and integrity, identifying and rectifying discrepancies.</li><li>
Work closely with departments such as operations, procurement, and sales to understand their financial needs and challenges.</li><li>
Provide financial insights to support decision-making within various teams.</li><li>
Analyze costs associated with products, services, or projects.</li><li>
Identify opportunities for cost savings without compromising quality.</li><li>
Assist in the establishment and maintenance of internal financial controls.</li><li>
Communicate complex financial information in a clear and understandable manner.</li><li>
Performs other related duties as assigned to ensure efficient and effective processes, completion of projects and smooth operation of department.</li></ul><h2 class="jobSectionHeader">
Education and Experience</h2><ul><li>
Bachelor's degree in Finance, Accounting, Business Administration, or a related field.</li><li>
2+ years of experience in financial analysis, operational finance, or related roles.</li><li>
Proficiency in financial modeling and data analysis tools.</li></ul><h2 class="jobSectionHeader">
Required Skills, Knowledge, and Abilities</h2><ul><li>
Strong analytical and quantitative skills.</li><li>
Excellent communication skills with the ability to present findings to non-financial stakeholders.</li><li>
Detail-oriented and able to manage multiple tasks and deadlines.</li><li>
Familiarity with financial software and ERP systems.</li></ul><h3 class="jobSectionHeader">
Work Environment</h3>
The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.<h3 class="jobSectionHeader">
Physical Demands</h3>
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>
Requires mobility within an office environment.</li><li>
Regularly required to talk and hear. Effectively communicate with others both written and orally, including using the telephone.</li><li>
Prolonged periods sitting at a desk and working on a computer.</li><li>
The employee may be required to walk; reach with hands and arms; and bend.</li><li>
May be required to stoop, kneel, and crouch. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.</li><li>
Possess good hearing, normal or corrected.</li><li>
The employee must be able to regularly lift and/or move up to 10 pounds, lift and /or move up to 50 pounds. The employee may be required to climb stairs. Must be able to work 8 hours a day, 40 hours per week, overtime as required, night or weekends, as needed.</li></ul>
CEC Companies is an Equal Opportunity Employer. We are committed to attracting and retaining the best-qualified individuals, regardless of race, color, religion, national origin, gender, age, disability, veteran status, or any other status protected under federal, state, or local law. All qualified applicants are encouraged to apply.</div>

Operational Finance Analyst

Information Technology Senior Management Forum

<div><div>Posted Date
4/02/2026
</div><div>Description
<div>Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients&rsquo; best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations &amp; Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services.
Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We&rsquo;ll enable growth and progress together.
The AI/Full Stack Tech Lead role is a strategic professional technical specialist with deep domain expertise in Securities-Based Lending (SBL) to join our SBL program, a key part of the OMAI Initiative. The ideal candidate's primary strength will be their comprehensive understanding of the SBL lifecycle, from underwriting and legal documentation to collateral management. This expertise will help with design and implementation of Generative AI solutions, translating the strategic AI roadmap into functional, production-ready code. This role acts as a crucial bridge between the SBL Engineering team and SBL business partners, requiring frequent, direct interaction with specialists in SBL Business, Credit Risk, Legal, and Operations. The goal is to leverage technology to solve complex challenges and drive transformation across our global SBL operations.
Key Responsibilities<ul><li>
The role is responsible for the hands-on development and coding of SBL solutions that transform the SBL lifecycle. This may include but not limited to writing production-quality code for component-level development of Agentic AI systems, interaction with internal SBL APIs for loan origination, collateral management, and risk assessment.</li><li>
The engineer may leverage the Long Context Advantage to automate and augment the analysis of complex client portfolios and credit agreements for SBL underwriting. This includes implementing the data pipelines for these models.</li><li>
 Design and build solutions to automate the analysis, extraction, and verification of information from complex legal documents (e.g., credit agreements, term sheets, collateral pledges etc.) and integrate with DocuSign to significantly reduce the documentation lifecycle.</li><li>
The engineer will implement and maintain the data infrastructure required for SBL solutions, demonstrating proficiency with both relational and NoSQL databases.</li><li>
Design and implement robust APIs and data feeds for integrating the SBL platform with critical internal and external systems. This includes market data providers, risk engines, credit adjudication platforms, and downstream loan product processors.</li><li>
Work closely with Credit Risk, Legal, and Compliance partners to ensure the SBL platform accurately implements lending policies and adheres to regulatory requirements (e.g., Regulation U). Collaborate with Technology and Business Information Security offices to embed security best practices into the system architecture.</li><li>
Investigate and resolve complex technical issues related to the SBL platform, from data discrepancies in collateral valuation to performance bottlenecks in loan processing.</li><li>
The position involves the practical application of the modern Generative AI stack to build and test predictive models that identify SBL client opportunities and potential risks. This requires strong data engineering skills and data cleansing of SBL-specific datasets.</li><li>
Responsibilities include deploying AI models and applications into production on OpenShift using Docker and Kubernetes. This role will contribute to the team's ML/DevOps practices by implementing robust monitoring, logging, and troubleshooting solutions for all SBL AI systems.</li></ul>
Qualifications &amp; Skills<ul><li>
6-10 years of relevant experience in Application Development.</li><li>
Deep, demonstrable knowledge of the Securities Based Lending (SBL) lifecycle, including loan origination, underwriting, real-time collateral monitoring, and risk management.</li><li>
Knowledge of legal documents templates as part of the SBL lifecycle.</li><li>
Proficiency in deploying applications using Docker, Kubernetes, and OpenShift.</li><li>
Expertise in designing and implementing distributed systems using JAVA, Microservices, with a strong focus on system integration, APIs (including AI based API usage), and data-intensive applications.</li><li>
Experience using AI tools such:
</li><li>Experience within a Wealth Management, Private Banking, or Credit technology environment.</li><li>
Knowledge of financial instruments commonly used as collateral (e.g., equities, fixed income, mutual funds) and their valuation principles.</li><li>
Familiarity with lending regulations (e.g., Regulation U) and key risk management concepts (e.g., Loan-to-Value ratios, concentration risk).</li><li>
Proven experience as a senior technical analyst/developer on large-scale, complex financial technology projects.</li><li>
Strong data engineering skills with experience with both relational and NoSQL databases.</li><li>
A strong understanding of implementing secure communication protocols like TLS and token-based authentication (JWT) etc.</li><li>
Familiarity is desirable with ML/DevOps practices (monitoring, troubleshooting, CI/CD for models).</li><li>
Excellent communication skills with the ability to translate complex SBL concepts and technical details between business and technology teams.</li></ul>
Education:<ul><li>
Bachelor&rsquo;s degree/University degree or equivalent experience</li><li>
Master&rsquo;s degree preferred</li></ul> 
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Job Family Group:
Technology
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Job Family:
Digital Software Engineering
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Time Type:
Full time
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Primary Location:
Irving Texas United States
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Primary Location Full Time Salary Range:
$138,720.00 - $208,080.00 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Apr 11, 2026
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>
</div><div>Salary
138,720.00 - 208,080.00 Annual
</div><div></div><div><div>Type<div>
Full-time</div></div></div></div>

AI/Full Stack Java Tech Lead – Vice President

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