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Financial Crimes Sr. Product Owner / Sr. Business Analyst

Bank of America Charlotte, NC

Charlotte, NC

Today

Full time Senior Business Analytics Business Systems Analyst

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Job Description

Bank of America is seeking a Financial Crimes Sr. Product Owner / Sr. Business Analyst in Charlotte, NC to support technology products used by Financial Crimes operations and investigations. In this role, you will work across business, technology, and operations teams to shape product strategy, translate requirements into actionable delivery items, and help improve efficiency, user experience, and business outcomes.

This is an onsite position in the United States (1st shift) with an expected 40 hours per week, requiring strong Agile execution, requirement analysis, and data-driven product thinking.

What You’ll Do

Define and execute product vision, strategy, and roadmap for applications supporting Financial Crimes investigations and operations, maximizing value delivered to business partners and end users.
Deliver initiatives using Agile practices by maintaining a well-defined product backlog, applying a prioritization framework, and managing a release roadmap aligned to business objectives.
Gather, analyze, and document business and functional requirements for complex technology initiatives, translating needs into user stories and acceptance criteria.
Analyze data, business processes, and application performance metrics to generate insights, identify trends, and drive strategic product and process improvements.
Coordinate and influence stakeholders across business, operations, technology, and leadership to align on product roadmaps, priorities, risks, and key decisions.
Act as a subject matter expert for assigned products and business processes, guiding innovation and supporting strategic decision-making.
Own end-to-end product risk through preventive controls, monitoring activities, issue identification, and remediation to reduce recurring issues and support operational stability.
Manage a portfolio of technology applications used by Financial Crimes teams, balancing competing priorities, resource capacity, timelines, and delivery commitments.
Partner with technology teams through solution design, development, testing, implementation, production support, and ongoing platform enhancements to ensure solutions meet business requirements.
Develop and execute test plans, test scripts, and user acceptance testing activities, using tools including Jira, SQL, Teradata, Hadoop, and Microsoft Office for delivery support, data analysis, and change management.

Qualifications

Bachelor’s Degree or equivalent work experience.
5+ years of experience in Product Ownership, Business Analysis, Product Management, Technology Delivery, or a related discipline.
Experience managing technology products, applications, or platforms in an Agile environment.
Strong experience gathering requirements and translating business needs into user stories, acceptance criteria, and functional specifications.
Experience using Jira for backlog management, Agile delivery, and change management.
Experience developing and executing test scripts and supporting User Acceptance Testing (UAT).
Strong data analysis skills, including querying data with SQL.
Experience working with large-scale data platforms such as Teradata and Hadoop.
Advanced proficiency in Microsoft Excel and strong knowledge of Microsoft Office applications.
Proven ability to manage multiple stakeholders, competing priorities, project timelines, and delivery dependencies in a fast-paced environment.

Preferred Qualifications

Experience supporting Financial Crimes, including AML, KYC, Fraud, Sanctions, or Compliance organizations.
Experience with process improvement, workflow automation, and technology transformation initiatives.
Experience in financial services or another highly regulated industry.

Technologies

Agile, Jira, SQL, Teradata, Hadoop, Microsoft Office, Microsoft Excel

Skills

Access and Identity Management
Production Support
Regulatory Compliance
Risk Management
Critical Thinking
Issue Management
Policies, Procedures, and Guidelines Management
Solution Design
Written Communications
Stakeholder Management
Communication and Influence
Organization and Prioritization
Collaboration

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Financial Service Representative

Travis Credit Union Vacaville, CA

Vacaville, CA

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$21 - $31/hr Full time Client Relations Client Service Financial Services

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Job Description

The Financial Service Representative (FSR) at Travis Credit Union supports members face to face by delivering accurate services, using CRM to manage loyalty, and helping connect members to financial education and products.

Responsibilities

Build long-term member relationships through meaningful financial conversations.
Provide a member experience with value-added membership benefits that distinguishes the credit union.
Deliver accurate, prompt, efficient, and courteous cash and non-cash transaction services.
Promote a high-performing team by supporting others’ learning and development.
Manage member relationships and loyalty using TCU’s Client Relationship Management tool (CRM), with focus on activities aligned to members’ financial goals.
Initiate proactive financial conversations to identify member and non-member needs and recommend appropriate products and services.
Support deposits and lending needs, including consumer and business deposit accounts, consumer and mortgage loan products, small business loan products, cash management services, and online digital solutions.
Participate in community events that provide financial education and literacy opportunities in served communities.
Maintain working knowledge of account and membership eligibility requirements.
Service new and existing accounts, including IRAs, Trusts, and Business Accounts.
Follow TCU policies and procedures on a daily basis.
Complete branch operational tasks, including opening/closing procedures, branch balancing, and audits (vault, cash box, negotiable instruments, checks received, and branch credit card advances).
Assist Branch Management with coin/cash and paperwork preparation for shipments and deliveries.
Adhere to all banking regulations.

Requirements

Ability to provide positive, timely service.
Ability to resolve problems with empathy, accuracy, and timeliness.
Proficiency in MS Office (Word, Excel, Outlook).
Strong math skills, including rate, ratio, and percentage calculations.
Ability to work effectively in a team environment.
Passion for helping people.
Ability to travel to all TCU locations.
Flexible schedule, including working Saturdays as needed.
Reports directly to assigned branch management staff.
No supervisory responsibilities.
HS Diploma or equivalent.
Retail sales experience preferred.
Bilingual proficiency in English and Spanish is required.
Candidates must live within a reasonable commuting distance of communities served by Travis Credit Union, including: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo.
Must have current authorization to work in the U.S.; Travis Credit Union is unable to sponsor or assume sponsorship of employment visas for this position.

Technologies

MS Office (Word, Excel, Outlook)
TCU’s Client Relationship Management tool (CRM)

Benefits

Competitive medical, dental, and vision insurance.
Mental health and wellness programs.
Employee performance incentive plan.
Merit-based salary increases.
401(k) program with immediately vested employer match.
Generous holiday and vacation policies.
Exclusive TCU perks such as employee loan and credit card discounts.

Schedule

37 hours/week (schedule: TBD)

Pay & Levels

Base hourly starting range is commensurate with experience.
Assoc. Financial Service Representative (Grade 8): $21.57/hour - $26.65/hour.
Financial Service Representative (Grade 9): $23.49/hour - $29.01/hour (Base plus Incentive).
Sr. Financial Service Representative (Grade 10): $25.57/hour - $31.58/hour (Base plus Incentive).
Compensation philosophy considers scope and responsibilities, experience, education/training, and key skills.

Experience Levels

Assoc. Financial Service Representative: Minimum 1 year of related experience.
Financial Service Representative: Minimum 2 years of related experience.
Sr. Financial Service Representative: Minimum 3 years of related experience.

Equal Opportunity Statement

Travis Credit Union is an Affirmative Action Employer.
EOE / Individuals with Disabilities / Veteran Status

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Transportation Financial Specialist 2

State of West Virginia Kanawha County, WV

Kanawha County, WV

Today

$46k - $66k/yr Full time Accounting Data Processing Expense Management

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Job Description

The State of West Virginia’s Finance Division is seeking a Transportation Financial Specialist 2 to support the DOT P-Card Travel Section in Kanawha County, WV. This is a full-performance, highly specialized role carried out under limited supervision, with a focus on travel expense and procurement card settlement documentation, audit readiness, and transaction review.

Working in an onsite capacity, the position includes reviewing and maintaining travel and card documentation, processing procurement card administration requests, and correcting payment request issues. The specialist will also provide statewide assistance to cardholders and sub-coordinators and may act for the Transportation Financial Specialist Senior in their absence.

Key Responsibilities

Audit, approve or reject, pay, and maintain settlement forms and related documents for travel expense reimbursement, including Travel Expense Reimbursement (TVE) and Travel Authorization (TRAUTH), and materials submitted within E-travel (TRER), with related assistance.
Create and process Procurement Card Administration (PCC) document requests for both new and existing P-Card maintenance.
Review, audit, and pay P-Card transactions listed on the Unprocessed Procurement Card Activity (PRCUU) table.
Correct Purchasing- Card Payment Request (PRCC) errors.
Run reports and create or maintain spreadsheets to support processing and documentation needs.
Ensure cardholder training is completed and maintained.
Provide assistance to cardholders and sub-coordinators across the state.
Locate and provide transaction documentation and assistance for audits upon request, along with other required duties.
Act on behalf of the Transportation Financial Specialist Senior in their absence.
Perform related work as required.

Required Qualifications

Bachelor’s degree from a regionally accredited college or university.
Two (2) years of full-time or equivalent part-time paid experience in accounting, bookkeeping, payroll, or a related field.
Substitution option: experience in accounting, bookkeeping, budget, or business may be substituted for required training or education through an established formula.
Substitution option: successful completion of graduate coursework from a regionally accredited college or university may be substituted for the required experience through an established formula.

Tools and Systems

E-travel (TRER)
Unprocessed Procurement Card Activity (PRCUU)
Procurement Card Administration (PCC)
Purchasing- Card Payment Request (PRCC)
Travel Expense Reimbursement (TVE)
Travel Authorization (TRAUTH)

Additional Information

Classified-exempt and “at will”.
Reports to the Finance Division.
Supports the DOT P-Card Travel Section.
Salary range: USD 46,294 - 66,244 per year.

Preferred Qualifications

Promotional Only: Two (2) years of full-time or equivalent part-time paid experience as a Transportation Financial Specialist 1.

Contact

Regina Jarrell
Phone: 304-414-7121
Email: regina.s.jarrell@wv.gov

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Principal Embedded Technical Customer Advisor, Financial Services - North America

SAS Cary, NC

Cary, NC

Today

Full time Advisor Client Relations Client Service

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Job Description

Lead a hands-on, embedded technical advisory engagement with strategic Financial Services customers to design scalable SAS solutions and drive measurable outcomes.

Responsibilities

Run deep-dive workshops to map customers’ current operational environments and define an evolving SAS ecosystem aligned to their needs.
Act as an on-site subject matter expert, recommending best practices to maximize the value, usage, and usability of SAS solutions.
Create and deliver technically rigorous demonstrations, prototypes, and proofs of value using customer data and use cases.
Collaborate with Account Executives to plan and implement customer retention, post-sale adoption, and expansion strategies.
Configure SAS solutions and supporting products to support validation, knowledge sharing, and demonstration activities.
Coordinate with sales, pre-sales, technical support, product management, and partners to implement and optimize solutions in customer environments.
Maintain advanced knowledge of SAS offerings, third-party technologies, competitive information, and industry trends, then apply insights to customer opportunities.
Follow applicable security policies and processes to support the organization’s secure software development goals.
Model SAS values including curiosity, passion, authenticity, and accountability in day-to-day work.
Mentor other embedded resources to support career and skill growth.

Requirements

Bachelor’s degree in mathematics, statistics, data science, business, computer science or a related field.
Minimum 12 years of experience in technical sales, solutions architecture, systems engineering, application development, project management, customer advisory, or related technical customer-facing roles.
Demonstrated ability to influence executive and technical stakeholders at large Financial Services organizations across Technology, Operations, Data & Analytics, and Line of Business leadership teams.
Proficiency in technical change enablement, user adoption frameworks, and value realization tracking, including usage KPIs, post-sale enablement roadmaps, and center-of-excellence structures.
Expertise in identifying fast-moving consumer fraud vectors across digital channels, including cross-channel behavioral profiling to evaluate transactions in milliseconds while minimizing false positives and customer friction.
Experience integrating adaptive analytics into enterprise decisioning engines to respond to evolving consumer fraud tactics.
Experience serving as a trusted advisor to executive stakeholders (e.g., CIOs, CTOs, Data Officers, Risk Officers, or Line of Business Leaders), aligning technology investments to business outcomes.
Equivalent combination of related education, training, and experience may be considered in place of the listed qualifications.

Benefits

Comprehensive medical, prescription, dental, and vision plans.
Medical plan options include PPO with low annual deductible and copays, and HDHP with a health savings account with a contribution from SAS.
Onsite Health Care Center (HQ) free to employees and family members enrolled in the PPO plan; pharmacy ships prescriptions with no additional charge.
Industry-leading 401k plan.
Tuition Assistance Program and programs/resources to support development.
Generous time away including vacation time, a variety of paid holidays, and a U.S. Winter Wellness Break between December 25 and January 1.
Volunteer Time Off, parental leave, and unlimited paid sick days.
Generous childcare benefits for all full-time employees.

Additional Competencies, Knowledge and Skills

Building Customer Relationships: Understands needs, ensures satisfaction, proactively resolves issues, and maintains confidence and loyalty.
Driving For Results: Sets ambitious goals, measures progress effectively, and continuously improves to meet or exceed objectives.
Influencing: Gains acceptance of ideas and secures commitment by engaging stakeholders, addressing concerns, and building a compelling case for change.
Creating Demand through Insight: Identifies root causes of customer business challenges and delivers insights that reveal problems or opportunities and demonstrate long-term business value.
Transformation Track Record: Leads enterprise-scale cloud, data, AI, or analytics transformation programs with measurable outcomes such as platform adoption, operational modernization, risk reduction, or revenue growth.

Additional Information

Applicants must be legally authorized to work in the United States and should not require sponsorship for employment visa status now or in the future.
SAS is an equal opportunity employer.
Resumes may be considered in the order they are received.
Certain job functions may require access to technology or software subject to export/import regulations; SAS may request nationality or citizenship information for trade compliance purposes.
SAS only sends emails from verified sas.com addresses and never asks for sensitive personal information or money. If you have doubts about authenticity, contact Recruitingsupport@sas.com.

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Financial Operations Associate

NFP Corp Chesterfield, MO

Chesterfield, MO

Today

$55k - $65k/yr Full time Analytical Skills Analytics Business Analytics

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Job Description

NFP Corp, an Aon Company, is hiring a Financial Operations Associate in Chesterfield, MO. This onsite role focuses on coordinating recurring reporting and supporting the production and upkeep of operational reporting products, dashboards, and delivery materials that teams rely on to run the business. You will also assist with ad hoc reporting and research while ensuring data quality through documented, repeatable processes.

What you’ll do

Own the day-to-day production, delivery, and ongoing maintenance of recurring reports, dashboards, and operational reporting products.
Clean, format, organize, and prepare healthcare, pharmacy benefit, operational, and client data for reporting and analysis.
Work with analytics, product, clinical, account management, and operations teams to gather reporting requirements, clarify business rules, and support new or enhanced reporting deliverables.
Complete internal data requests and ad hoc reporting and research with appropriate oversight, documentation, and validation.
Maintain reporting procedures and materials including data dictionaries, quality-control checklists, issue logs, and version-controlled templates.
Apply healthcare and clinical context when reviewing data, flag unusual patterns, and communicate concerns to the right subject-matter experts.
Share findings, status updates, risks, and process changes clearly with both technical and nontechnical stakeholders and support hypercare.
Contribute to project work supporting CRM and accounting system maintenance and integrations.

Skills and qualifications

Quality Assurance & Detail Orientation: Strong ability to perform detailed reviews, identify inconsistencies, maintain accurate records, and work within controlled processes.
Process Improvement: Evaluate workflows, identify inefficiencies or error risks, and implement practical improvements that improve quality and timeliness.
Communication: Communicate clearly and professionally in writing and verbally with technical teams, business partners, and leaders.
Documentation & Organization: Maintain clear procedures, requirements, audit trails, schedules, and version-controlled reporting materials.
Learning Agility: Show initiative to expand technical and business knowledge and adapt to new reporting and analytics responsibilities.
Perseverance & Resiliency: Manage competing priorities, meet deadlines, and remain effective during change or higher-demand periods.
Quantitative Skills: Apply percentages, ratios, and arithmetic skills, including reasonableness testing as part of quality control.

Tools and technologies

Languages & frameworks: Python, SQL, DAX, Power Query (M), VBA
Data and libraries: Pandas, NumPy, OpenPyxl
Databases and platforms: Snowflake, Microsoft SQL Server, Microsoft Fabric
Data preparation: Data Cleansing, Data Validation, Data Transformation, Data Normalization, Data Merging
BI and visualization: Microsoft Power BI (Desktop & Service), Tableau
Excel and reporting engineering: Advanced Excel, PivotTables, Complex Formulas, Power Query

Education and experience

Education: High School Diploma required; Bachelor’s degree in Data Analytics, Information Systems, or related field preferred.
Experience: 0–1 year of experience in data entry, reporting, or analytics preferred.
Libraries & Analytics: Pandas, NumPy, OpenPyxl
Databases & Platforms: Snowflake, Microsoft SQL Server, Microsoft Fabric
Data Prep & ETL: Data Cleansing, Data Validation, Data Transformation, Data Normalization, Data Merging
BI Platforms: Microsoft Power BI (Desktop & Service), Tableau, Microsoft Fabric
Spreadsheet Engineering: Advanced Excel, PivotTables, Complex Formulas, Power Query
Deliverables: Interactive Dashboards, Executive Reporting, KPI Development, Data Storytelling, Report Optimization
Coding Languages & Querying: Python, SQL, DAX, Power Query (M), VBA

Compensation and benefits

Salary range: USD 55,000 to 65,000 per year
Competitive salary
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs

What we offer: The base salary range for this position is $55,000 – $65,000. The base salary offered will be determined case-by-case based on factors including experience, credentials, education, certifications, skill level, scope of the role, and geographic location.

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Financial Analyst

The Elser Hotel & Residences - Miami Miami, FL

Miami, FL

Today

Full time Accounting Analytical Skills Budget Management

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Job Description

The Elser Hotel & Residences - Miami offers a strong benefits package and a hospitality environment centered on curated guest experiences. Join a team in Downtown Miami at a 49-story luxury condominium hotel with 646 fully furnished rooms and residences, expansive amenities, and dedicated support for ongoing learning through tuition reimbursement.

This onsite Financial Analyst role reports to the European Corporate Controller and focuses on dependable, timely financial forecasting and budgeting for the portfolio. Working closely with European revenue management, operations, and accounting teams, you will help turn detailed analysis into timely information for real-time decision making.

What you will do

Perform timely analysis of revenues and expenses, including variable and fixed overhead, comparing actuals to budget, forecast, and prior year.
Partner with European leaders to identify cost reduction and savings opportunities relative to budget and the most recent forecast.
Compile and review financial reports to spot discrepancies that require senior management attention, ensure discussions include real-time improvements, and support forecast updates into the monthly forecast cycle.
Continuously build useful analysis reports using system technology to improve team efficiency and speed of analysis.
Maintain forecasting accuracy through disciplined analysis and follow-through.
Act as the coordination point person for the annual budget process, including significant coordination with all departments across the portfolio.
Proactively analyze weekly A/R reports to minimize financial risk, and communicate A/R issues and developments to management.
Maintain professionalism and good judgment in employee communications, including in difficult situations.
Support special projects as needed, including audit support.

What you bring

At least 4 years in financial forecasting and budgeting in a service-based industry; Hospitality or F&B is strongly preferred.
Bachelor’s degree in Finance or Accounting (preferred).
Experience within the Oracle platform, specifically the PBCS module within Oracle.
Working knowledge of general accounting principles.
High accuracy and strong attention to detail, with excellent organization and the ability to prioritize and work independently with minimal supervision.
Outstanding critical thinking and analytical ability, plus strong Excel skills.
A positive, proactive attitude and ability to build effective working relationships with key senior leadership across the European platform.
Ability to perform in a fast-paced environment and meet deadlines.
Ability to work overtime as necessary to complete assigned duties.

Tools and technology

Oracle platform (including PBCS)
Excel

Benefits

Medical, dental, and vision insurance
Life insurance
Short-term and long-term disability insurance
401(k) Retirement Plan with employer matching contributions
Paid holidays, paid vacation, and paid sick leave (provided in accordance with applicable law)
Employee assistance program (EAP)
Educational opportunities / Tuition reimbursement
Paid jury duty leave, personal leave, medical leave, and military leave in accordance with applicable law
Employee-based paid leave details are available for Washington, Colorado, and California (including paid holidays, paid vacation, and sick time accrual rules)

Location: Miami, FL (onsite). The Elser Hotel & Residences is located in Downtown Miami and features a newly completed luxury tower with curated amenities and retail space.

Posting date: 9/25/2026. This opening will remain open for at least 75 days.

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Director Finance - Medical Group

Kettering Health Miamisburg, OH

Miamisburg, OH

Today

Full time Finance Director Accounting Budget Management

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Job Description

Drive enterprise financial leadership for the Kettering Health Medical Group, overseeing finance operations, physician compensation processes, reporting, budgeting, and capital spend.

Responsibilities

Lead the Medical Group finance department analyst team and manage day-to-day finance operations
Partner with the Operations team to fulfill financial requests and provide supporting data
Ensure organizational financial policies and procedures align with GAAP and KH requirements
Collaborate with the contracting team to maintain consistent compensation agreements across practices and service lines
Oversee monthly physician productivity payment processing, including submission to payroll
Develop and oversee financial education and training for new and existing leadership and practices
Serve as lead for the hiring control committee to manage staffing costs against budget and benchmark
Ensure accurate, timely, and consistent financial statements and reports are provided to KHMG Leadership and practices
Build and implement physician compensation models and productivity wRVU schedules
Develop and present practice financial assessments to KHMG Leadership and Operations on a monthly basis
Provide oversight for the KHMG monthly financial close process, including balance sheet and P&L review
Implement financial reporting and metrics for practices tied to financial and revenue cycle key performance indicators
Prepare and oversee the annual operations budget for 150+ practices and administrative departments, including volume, revenue, labor, and expense
Monitor and oversee capital spend to budget
Develop and present proforma cost impact analysis to leadership
Coordinate with operational leaders to review initiative impacts in preparation for new opportunities
Take a leadership role in KHMG financial initiatives

Requirements

Bachelor’s Degree in Accounting, Finance, or a related field required
Master’s Degree (MBA) preferred
5+ years of experience in a financial leadership position required
3 years within a medical group or hospital-based physician network required
Experience managing physician compensation plans
Experience managing physician billing and collections
Experience developing business plans and budget management
Excellent physician relationship and communication skills required
CPA preferred

Job Details

Overall financial management responsibilities for the Kettering Health Medical Group
Leadership, direction, and coordination of financial and operational initiatives aligned with organizational mission and objectives