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Financial Analyst IV (Decision Support) CalOptima CalOptima Health is seeking a highly motivated Financial Analyst IV (Decision Support) to join our team. The Financial Analyst IV (Decision Support) will be responsible for providing analysis, guidance and expert knowledge on health care finance for various departments within CalOptima Health. Working independently, the incumbent will lead large-scale analytical initiatives and develop report suites and financial models used to forecast medical cost trends. The incumbent will provide support for provider contract negotiations, assess actuarial rate development studies, participate in annual budgeting functions, provide ad-hoc analytic support as needed and act as a resource to staff and other consultants within the department. The incumbent will evaluate various complex issues, perform detailed analysis and communicate well reasoned solutions to all levels of management within CalOptima Health. The incumbent will work with large amounts of claims, enrollment and provider data. Position Information: 
<ul>
<li>Department: Financial Analysis </li>
<li>Salary Grade: 314 - $99,902 - $159,843 ($48.03 - $76.8476) </li>
<li>Work Arrangement: Partial Telework **This position is eligible for telework in California.** </li>
</ul>
 Duties &amp; Responsibilities: 
<ul>
<li>95% - Program Support
<ul>
<li>Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.</li>
<li>Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department.</li>
<li>Researches, assesses and develops advanced tools, models, reports and approaches to increase the accuracy and timeliness of data-driven work projects.</li>
<li>Develops medical expense, revenue and enrollment projections to support the budget process.</li>
<li>Develops financial models and reports to support provider contract negotiations.</li>
<li>Develops return on investment and business case analyses for program initiatives under consideration by management.</li>
<li>Provides clinical and utilization analysis to assist Medical Management with improving outcomes and quality of care for CalOptima Health members.</li>
<li>Collaborates with the Data Warehouse team to design and recommend improvements to the data warehouse.</li>
<li>Provides support and analyses around risk adjustment.</li>
<li>Mentors, trains and serves as a lead for analytical staff.</li>
<li>Designs, develops, implements and maintains report suites and dashboards for all levels of CalOptima Health management.</li>
<li>Serves as a subject matter expert around one or more of the following areas: Medi-Cal provider rate methodology, Medicare provider rate methodology, Department of Health Care Services (DHCS) revenue, Centers for Medicare &amp; Medicaid Services-Medicare Advantage (CMS-MA) revenue, population health member cohort identification, industry standard approaches to health care cost service categorization and metrics. </li>
</ul>
</li>
<li>5% - Other
<ul>
<li>Completes other projects and duties as assigned. </li>
</ul>
</li>
</ul>
 Minimum Qualifications: 
<ul>
<li>Bachelor's degree in business administration, finance, economics, actuarial sciences or related field PLUS 6 years of experience working with health care finance reporting and analytics in a medical group, hospital or health plan setting required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. </li>
<li>3 years of experience in Provider Contract Modeling required.</li>
</ul>
 Preferred Qualifications: 
<ul>
<li>Experience working with commercial, Medi-Cal and Medicare large payer data sets and related pricing information that is publicly available. </li>
<li>Experience developing annual organizational budgets, forecasts and financial modeling. </li>
<li>Experience using Tableau and/or Microsoft SQL Server.</li>
</ul>
 Required Licensure / Certifications: 
<ul>
<li>N/A</li>
</ul>
 Knowledge &amp; Abilities: 
<ul>
<li>Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. </li>
<li>Work independently and exercise sound judgment.</li>
<li>Communicate clearly and concisely, both orally and in writing.</li>
<li>Work a flexible schedule; available to participate in evening and weekend events.</li>
<li>Organize, be analytical, problem-solve and possess project management skills.</li>
<li>Work in a fast-paced environment and in an efficient manner.</li>
<li>Manage multiple projects and identify opportunities for internal and external collaboration.</li>
<li>Motivate and lead multi-program teams and external committees/coalitions.</li>
<li>Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment.</li>
</ul>
 Physical Requirements (With or Without Accommodations): 
<ul>
<li>Ability to visually read information from computer screens, forms and other printed materials and information.</li>
<li>Ability to speak (enunciate) clearly in conversation and general communication.</li>
<li>Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.</li>
<li>Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.</li>
<li>Lifting and moving objects, patients and/or equipment 10 to 25 pounds</li>
</ul>
 Work Environment: If located at the 500, 505 Building or a remote work location: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed.</li>
<li>There are no harmful environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate.</li>
</ul>
 If located at PACE: 
<ul>
<li>Work is typically indoors in a clinical setting serving the frail and elderly.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 If located in the Community: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. </li>
<li>Employee will occasionally work outdoors in varied temperatures.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 About CalOptima Health: CalOptima Health is the single largest health plan in Orange County, serving one in four residents. Our motto - "Better. Together." - is at the heart of our mission to serve members with excellence, dignity and respect. We are a public agency made up of compassionate leaders and professionals working together to strengthen our community's health. We are continuing to build a culture that promotes diversity and inclusion within our community where employees have a sense of belonging, and are valued for their ideas, contributions, and their unique individual perspectives they bring. CalOptima Health has been recognized as one of Orange County's best places to work, so we know there is something special about our organization. It is why people choose to work here and why they choose to stay! About our Benefits &amp; Wellness options: At CalOptima Health, we know that a healthy and happy workforce is a thriving workforce, which is why we offer a comprehensive benefits package, including participation in the California Public Employees Retirement System (CalPERS), low-cost medical/vision/dental insurance options, and paid time off. To support quality work-life balance, we allow flexible scheduling during core business hours, telework options for some positions, and a wellness program featuring diverse activities. Additionally, CalOptima Health contributes 4% of pensionable earnings to a 401(a) retirement program with no required employee contribution. For those who are interested in additional retirement savings, employees have access to 457(b) retirement plans with pre/post-tax contribution options. For more information, please click on the <a href="https://apptrkr.com/get_redirect.php?id=6299502&amp;targetURL=https://alliantbenefits.cld.bz/25caloptimacabenguide" target="_blank">2025 CalOptima Health Benefits Guide</a> regarding our comprehensive benefits and wellness package. IMPORTANT APPLICATION INFORMATION AND INSTRUCTIONS Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. The deadline for the first review of applications is June 26, 2025 at 9:00 PM (PST). Applicants are encouraged to apply early. Applicants that apply after the first review are not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. The successful candidate will be required to undergo a reference / background check (to include a conviction record) and if applicable also pass a post-offer pre-employment medical examination (which will include a drug screening). Internal CalOptima Health applicants should apply through InfoNet. Communication regarding your application will be sent to the email address listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. You can also visit your candidate portal to receive the most up to date status of your application. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. To apply, please visit: <a href="https://apptrkr.com/6299502" target="_blank">https://jobs.caloptima.org/jobs/financial-analyst-iv-decision-support-505-city-parkway-west-california-united-states</a> Copyright ©2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-f3569a1ca984034796c2553e8b161065

Financial Analyst IV (Decision Support)

Program/Policy Analyst Sr (Medi-Cal Compliance) CalOptima CalOptima Health is seeking a highly motivated Program/Policy Analyst Sr (Medi-Cal Compliance) to join our team. The Program/Policy Analyst Sr (Medi-Cal Compliance) will coordinate and maintain CalOptima Health's relationship with regulatory agencies and ensure CalOptima Health and its First Tier, Downstream and Related Entities (FDRs) comply with all appropriate standards, regulations, contractual provisions, federal waivers and laws. Specifically, the incumbent works to enhance and strengthen CalOptima Health's policy infrastructure, platform and strategies at the state level, including contract compliance, statutory and regulatory obligations with the Department of Health Care Services (DHCS). The incumbent requires the ability to complete a variety of independent detailed analyses, including the development, review and response to corrective action plans. The incumbent will be responsible implementing Corrective Action Plans (CAPs), supporting regulatory audits, validating regulatory guidance and developing regulatory communications for CalOptima Health stakeholders. The incumbent will interact with CalOptima Health's executives and department management, FDR's management, legal counsel and state and federal regulatory agencies. The incumbent will also support other key CalOptima Health staff on related projects. Position Information: 
<ul>
<li>Department: OOC - MediCal Regulatory Affairs &amp; Compliance </li>
<li>Salary Grade: 311 - $77,863 - $124,581 ($37.43 - $59.8947) </li>
<li>Work Arrangement: Full Telework **This position is eligible for telework in California.** </li>
</ul>
 Duties &amp; Responsibilities: 
<ul>
<li>85% - Program Support
<ul>
<li>Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.</li>
<li>Works with all of CalOptima Health's departments in response to inquiries, problem-solving and promoting CalOptima Health's mission and message.</li>
<li>Assists in the management of CalOptima Health's daily relationship with the DHCS for CalOptima Health's Medi-Cal program.</li>
<li>Maintains open lines of communication to ensure the ongoing trust and confidence of regulators in the program and management.</li>
<li>Researches, analyzes and makes recommendations regarding the policy implications of major initiatives for CalOptima Health's Medi-Cal program, e.g., integration of new benefits and populations.</li>
<li>Works with business areas at all levels of leadership to validate regulatory communications from regulators impacting CalOptima Health's Medi-Cal program.</li>
<li>Supports process improvements for the Office of Compliance department.</li>
<li>Serves as a Medi-Cal regulatory subject matter expert and lead for CalOptima Health's compliance issues and investigations.</li>
<li>Supports management in the readiness, coordination, oversight and remediation of regulatory audits, including but not limited to validating business area submissions, additional audit requests and written daily reports.</li>
<li>Researches and responds in a professional manner to questions pertaining to the Medi-Cal program.</li>
<li>Works with the director and manager with interactions and responses to regulatory representatives on compliance-related issues as needed.</li>
<li>Reviews and retains working knowledge of Medi-Cal policies and procedures related to assigned programs and projects.</li>
<li>Assists in the creation of communications and strategic alliances with regulators.</li>
<li>Researches and keeps current on the local, state and federal health care environment and health policy, identifying issues that may impact CalOptima Health's Medi-Cal program.</li>
<li>Coordinates the maintenance of public program benefit updates for accurate and consistent application by CalOptima Health and its provider community.</li>
<li>Participates and represents CalOptima Health in meetings and calls with regulators and associations and summarizes key points and impact to CalOptima Health's Medi-Cal program as needed. </li>
<li>10% - Administrative Support</li>
<li>Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department.</li>
<li>Initiates, facilitates and promotes activities to foster compliance awareness and encourages the reporting of compliance issues within the organization and related entities. </li>
</ul>
</li>
<li>5% - Other
<ul>
<li>Completes other projects and duties as assigned.</li>
</ul>
</li>
</ul>
 Minimum Qualifications: 
<ul>
<li>Bachelor's degree in health services administration, public health, public policy or a related field PLUS 4 years of experience in government, public or government affairs role in health care compliance or health plan requirements required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying.</li>
</ul>
 Preferred Qualifications: 
<ul>
<li>Master's degree. </li>
<li>Experience working with regulatory agencies in California. </li>
<li>Experience with Medi-Cal regulatory requirements and/or compliance in the areas of Customer Service, Grievance &amp; Appeals, Quality Improvement, Case Management, Claims Administration and/or Utilization Management. </li>
<li>Certification in Healthcare Compliance (CHC) or other compliance related certifications such as Certified Compliance and Ethics Professional.</li>
</ul>
 Required Licensure / Certifications: 
<ul>
<li>n/a</li>
</ul>
 Knowledge &amp; Abilities: 
<ul>
<li>Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. </li>
<li>Work independently and exercise sound judgment.</li>
<li>Communicate clearly and concisely, both orally and in writing.</li>
<li>Work a flexible schedule; available to participate in evening and weekend events.</li>
<li>Organize, be analytical, problem-solve and possess project management skills.</li>
<li>Work in a fast-paced environment and in an efficient manner.</li>
<li>Manage multiple projects and identify opportunities for internal and external collaboration.</li>
<li>Motivate and lead multi-program teams and external committees/coalitions.</li>
<li>Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment.</li>
</ul>
 Physical Requirements (With or Without Accommodations): 
<ul>
<li>Ability to visually read information from computer screens, forms and other printed materials and information.</li>
<li>Ability to speak (enunciate) clearly in conversation and general communication.</li>
<li>Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.</li>
<li>Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.</li>
<li>Lifting and moving objects, patients and/or equipment 10 to 25 pounds</li>
</ul>
 Work Environment: If located at the 500, 505 Building or a remote work location: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed.</li>
<li>There are no harmful environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate.</li>
</ul>
 If located at PACE: 
<ul>
<li>Work is typically indoors in a clinical setting serving the frail and elderly.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 If located in the Community: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. </li>
<li>Employee will occasionally work outdoors in varied temperatures.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 About CalOptima Health: CalOptima Health is the single largest health plan in Orange County, serving one in four residents. Our motto - "Better. Together." - is at the heart of our mission to serve members with excellence, dignity and respect. We are a public agency made up of compassionate leaders and professionals working together to strengthen our community's health. We are continuing to build a culture that promotes diversity and inclusion within our community where employees have a sense of belonging, and are valued for their ideas, contributions, and their unique individual perspectives they bring. CalOptima Health has been recognized as one of Orange County's best places to work, so we know there is something special about our organization. It is why people choose to work here and why they choose to stay! About our Benefits &amp; Wellness options: At CalOptima Health, we know that a healthy and happy workforce is a thriving workforce, which is why we offer a comprehensive benefits package, including participation in the California Public Employees Retirement System (CalPERS), low-cost medical/vision/dental insurance options, and paid time off. To support quality work-life balance, we allow flexible scheduling during core business hours, telework options for some positions, and a wellness program featuring diverse activities. Additionally, CalOptima Health contributes 4% of pensionable earnings to a 401(a) retirement program with no required employee contribution. For those who are interested in additional retirement savings, employees have access to 457(b) retirement plans with pre/post-tax contribution options. For more information, please click on the <a href="https://apptrkr.com/get_redirect.php?id=6296744&amp;targetURL=https://alliantbenefits.cld.bz/25caloptimacabenguide" target="_blank">2025 CalOptima Health Benefits Guide</a> regarding our comprehensive benefits and wellness package. IMPORTANT APPLICATION INFORMATION AND INSTRUCTIONS Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. The deadline for the first review of applications is June 25, 2025 at 9:00 PM (PST). Applicants are encouraged to apply early. Applicants that apply after the first review are not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. The successful candidate will be required to undergo a reference / background check (to include a conviction record) and if applicable also pass a post-offer pre-employment medical examination (which will include a drug screening). Internal CalOptima Health applicants should apply through InfoNet. Communication regarding your application will be sent to the email address listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. You can also visit your candidate portal to receive the most up to date status of your application. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. To apply, please visit: <a href="https://apptrkr.com/6296744" target="_blank">https://jobs.caloptima.org/jobs/program-policy-analyst-sr-medi-cal-compliance-505-city-parkway-west-california-united-states</a> Copyright ©2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-c10c0223e159b943b7243c210753f920

Program/Policy Analyst Sr (Medi-Cal Compliance)

Supervisor Information Technology Services (Infrastructure) CalOptima CalOptima Health is seeking a highly motivated Supervisor Information Technology Services (Infrastructure) to join our team. The Supervisor Information Technology Services will assist the manager with overseeing technical assistance regarding hardware/software related requests through Information Technology Service Management (ITSM) elements such as incident management and request fulfillment. The incumbent will also assist with all requests for computer audits, disaster recovery planning and execution of such plans. The incumbent will assist management either directly or through the efforts provided by direct reports, which consist of assigned technical and operational personnel in the Information Technology (IT) group. The incumbent will provide oversight of assigned staff members in the day-to-day operations of the computer infrastructure and operations center units and will monitor and administer reviews for their staff. The incumbent will ensure that all policies and procedures of the organization and IT department are followed and executed in a professional manner. Position Information: 
<ul>
<li>Department: ITS- Infrastructure </li>
<li>Salary Grade: 314 - $99,902 - $159,843 ($48.03 - $76.8476) </li>
<li>Work Arrangement: Full Office **This position is eligible for telework in California.** </li>
</ul>
 Duties &amp; Responsibilities: 
<ul>
<li>50% - Supervisory
<ul>
<li>Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.</li>
<li>Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department.</li>
<li>Responds to, updates and completes tickets generated by the Service Desk Ticket system and assigns them to other areas of the IT group accordingly.</li>
<li>Operates an efficient and trouble-free IT infrastructure environment in support of the company's day-to-day business operations.</li>
<li>Assists in recruitment, develops, mentors, supervises and appraises subordinates to provide an efficient and effective operation. Prepares and administers performance evaluations and recommends salary adjustments for staff when appropriate.</li>
<li>Supervises the daily activities of assigned staff to ensure timely and effective reporting, tracking, follow-up and communication of status to management and end-users. Develops and maintains subordinate team's work schedule to achieve optimal coverage and productivity. Performs daily time management and authorization for staff.</li>
<li>Ensures the physical safety of staff in the event of an emergency on premise and at remote sites.</li>
<li>Evaluates and recommends new technologies in desktop, mobility, server, network and storage technology to support business needs.</li>
<li>Collaborates with the team in creating new knowledge articles and updating and migrating existing knowledge articles to the ServiceNow Knowledge Base.</li>
<li>Monitors the Automatic Call Distribution (ACD) queue and ensure timely responses and resolutions within Service Level Agreements (SLAs) </li>
</ul>
</li>
<li>5% - Service Desk Support
<ul>
<li>Ensures that on-boarding tickets have been completed prior to the start date of a new hire, all equipment has been set up and tested and requested folder permissions granted.</li>
<li>Ensures that off-boarding tasks are completed timely, including the retrieval of assets and removal of credentials.</li>
<li>Advises and recommends improvements in organizational, operational, procedural and workflow plans.</li>
<li>Plays a key role in internal Outage processes, assigning tickets and promoting to Problems when necessary and assists in coordinating teams to troubleshoot to resolution.</li>
<li>Participates with on-call support for any production processing and/or infrastructure issues supported by the IT group.</li>
<li>Assists in managing the operation of a data center and its related infrastructure components, including coordinating the monitoring activities for data center server, storage and network communications.</li>
<li>Monitors communications on incident status to end-users and management and participates in more complex IT problem solving and advanced project work.</li>
<li>Aids in asset management and e-waste of IT infrastructure hardware.</li>
<li>Monitors and assigns tickets ensuring they are promptly distributed to the appropriate team members based on priority, complexity and skill set.</li>
<li>Provide and communicate daily and weekly ServiceNow metrics.</li>
<li>Assists with monthly server patching using Tanium. </li>
</ul>
</li>
<li>5% - Other
<ul>
<li>Completes other projects and duties as assigned. </li>
</ul>
</li>
</ul>
 Minimum Qualifications: 
<ul>
<li>Bachelor's degree in business administration, computer science or related field PLUS 3 years of senior level desktop, server, storage, network or telephony communications support experience required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. </li>
<li>3 years of progressive experience in Microsoft Office 365, Windows PC systems, Active Directory, and/or Microsoft SharePoint Online required. </li>
<li>Experience deploying, troubleshooting and managing Windows 10/11 and macOS/iOS devices in a corporate environment required. </li>
</ul>
 Preferred Qualifications: 
<ul>
<li>ITSM/ Information Technology Infrastructure Library (ITIL) certifications related to the provisioning of services. </li>
<li>CompTIA Security+, CompTIA A+ or HDI Support Center Analyst (SCA) certification. </li>
<li>Microsoft Windows certification. </li>
<li>Apple Certified Support Professional (ACSP), Microsoft Office Specialist (MOS) or equivalent experience. </li>
<li>2 years of supervisory experience or entry level leadership role, scheduling, delegating tasks and assigning resources. </li>
<li>Experience using IT service management solutions. </li>
<li>Government and/or health care experience with general understanding of Protected Health Information (PHI) and Personally Identifiable Information (PII).</li>
</ul>
 Required Licensure / Certifications: 
<ul>
<li>N/A</li>
</ul>
 Knowledge &amp; Abilities: 
<ul>
<li>Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. </li>
<li>Work independently and exercise sound judgment.</li>
<li>Communicate clearly and concisely, both orally and in writing.</li>
<li>Work a flexible schedule; available to participate in evening and weekend events.</li>
<li>Organize, be analytical, problem-solve and possess project management skills.</li>
<li>Work in a fast-paced environment and in an efficient manner.</li>
<li>Manage multiple projects and identify opportunities for internal and external collaboration.</li>
<li>Motivate and lead multi-program teams and external committees/coalitions.</li>
<li>Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment.</li>
</ul>
 Physical Requirements (With or Without Accommodations): 
<ul>
<li>Ability to visually read information from computer screens, forms and other printed materials and information.</li>
<li>Ability to speak (enunciate) clearly in conversation and general communication.</li>
<li>Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.</li>
<li>Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.</li>
<li>Lifting and moving objects, patients and/or equipment 10 to 25 pounds</li>
</ul>
 Work Environment: If located at the 500, 505 Building or a remote work location: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed.</li>
<li>There are no harmful environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate.</li>
</ul>
 If located at PACE: 
<ul>
<li>Work is typically indoors in a clinical setting serving the frail and elderly.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 If located in the Community: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. </li>
<li>Employee will occasionally work outdoors in varied temperatures.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 About CalOptima Health: CalOptima Health is the single largest health plan in Orange County, serving one in four residents. Our motto - "Better. Together." - is at the heart of our mission to serve members with excellence, dignity and respect. We are a public agency made up of compassionate leaders and professionals working together to strengthen our community's health. We are continuing to build a culture that promotes diversity and inclusion within our community where employees have a sense of belonging, and are valued for their ideas, contributions, and their unique individual perspectives they bring. CalOptima Health has been recognized as one of Orange County's best places to work, so we know there is something special about our organization. It is why people choose to work here and why they choose to stay! About our Benefits &amp; Wellness options: At CalOptima Health, we know that a healthy and happy workforce is a thriving workforce, which is why we offer a comprehensive benefits package, including participation in the California Public Employees Retirement System (CalPERS), low-cost medical/vision/dental insurance options, and paid time off. To support quality work-life balance, we allow flexible scheduling during core business hours, telework options for some positions, and a wellness program featuring diverse activities. Additionally, CalOptima Health contributes 4% of pensionable earnings to a 401(a) retirement program with no required employee contribution. For those who are interested in additional retirement savings, employees have access to 457(b) retirement plans with pre/post-tax contribution options. For more information, please click on the <a href="https://apptrkr.com/get_redirect.php?id=6296758&amp;targetURL=https://alliantbenefits.cld.bz/25caloptimacabenguide" target="_blank">2025 CalOptima Health Benefits Guide</a> regarding our comprehensive benefits and wellness package. IMPORTANT APPLICATION INFORMATION AND INSTRUCTIONS Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. The deadline for the first review of applications is June 25, 2025 at 9:00 PM (PST). Applicants are encouraged to apply early. Applicants that apply after the first review are not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. The successful candidate will be required to undergo a reference / background check (to include a conviction record) and if applicable also pass a post-offer pre-employment medical examination (which will include a drug screening). Internal CalOptima Health applicants should apply through InfoNet. Communication regarding your application will be sent to the email address listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. You can also visit your candidate portal to receive the most up to date status of your application. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. To apply, please visit: <a href="https://apptrkr.com/6296758" target="_blank">https://jobs.caloptima.org/jobs/supervisor-information-technology-services-infrastructure-505-city-parkway-west-california-united-states</a> Copyright ©2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-acefa7cc4dc431458ce3f79fb4eba29e

Supervisor Information Technology Services (Infrastructure)

I. General Summary: Coordinates and delivers on all Human Resources (HR) matters including planning and organization of company events as well as company sponsored community programs. Perform clerical duties to ensure timely and accurate human resources administration. Provide broad level administration support for HR policies, programs, procedures, and services II. Essential Job Functions: A. Assist with questions related to TBA procedures and standards. B. Maintains proper documentation and recordkeeping. C. Handle administrative details of the General Affairs and Human Resources Departments. a. Prepare presentations, special reports, and routine correspondence. b. Maintain team member personnel and medical files including other required records and documents. c. Assist Sr Specialist with scheduling interviews and clerical tasks aiding in recruiting. d. Assist in preparation and scheduling of new hire orientation. e. Assist with the reimbursement of safety equipment. D. Assist with directing the third-party general housekeeping staff. Provide feedback to 3rd party staff as needed to ensure compliance to the contractual agreement. E. Communication 1. Create well written plant communications for Senior/Executive Management 2. Interact with internal and external customers in a professional manner; communicate across all levels of the organization (local and group companies) 3. Plan, organize and execute team member communications; monthly calendar and bi-weekly plant dispatch publications, and bulletin board. 4. Assist in scheduling and organizing content for the monthly plant-wide meeting F. Manage visitor protocol and approval policy 1. Envoy system best practice - visitor record retention and contractor safety compliance 2. Maintain badge system and badge approval for permanent and temporary employees as well as visitors. G. Collaborate with HR Specialists to create practices that consolidate processes and optimize efficiencies. H. Provide general plant administrative support. a. Prepare outgoing mail and sort and distribute incoming mail. b. Complete filing, correspondence, meeting preparations, and other administrative support functions for office staff. c. Provide refreshments to customers and meeting participants as needed. I. Supports the organization and development of training room(s), multimedia visual aids, testing and evaluating procedures, and other educational materials. 1. Coordinates and monitor training room(s) and area(s). 2. Assists with maintaining training records and documents. 3. Assists with coordinating training with outside sources, such as corporate trainers and technical and professional schools. J. Follow safety, quality, confidentiality, and information security policies and procedures. K. Other duties as required in support of the business. III. Minimum Qualifications/Requirements: Education: • Associate's degree in Business Administration, or related field, or an equivalent combination of education and relevant experience. Experience and Technical Skills: • Minimum of two (2) years administrative experience, preferably supporting HR functions in a manufacturing setting. • Strong attention to detail. • Highly motivated, ambitious self-starter. • Must possess excellent interpersonal skills. • Excellent project, analytical and written communication skills. • Ability to relate and communicate with individuals at all levels. • Ability to work in a fast-paced, multicultural work environment. • Ability to work with multiple departments and prioritize activities. • Ability to create reports, business correspondence, and procedures. • Ability to take initiative on assigned tasks without significant supervision. • Ability to foresee problems and take action. • Ability to multi-task, prioritize, work efficiently within time constraints and deadlines and handle challenging situations. • Be able to maintain the confidentiality of any information s/he encounters. • Ability to compile effective and concise visual reports in charts, graphs, and table format. • As unique situations present themselves, the incumbent must be sensitive to Toyota Boshoku America (TBA) needs, team member goodwill, and the public image. • Thorough understanding and working knowledge of TBA's organization, automotive plants and processes/principles, company products, trade terminology, manufacturing processes, tooling and equipment, and machine operation is a plus. Language Skills: • Strong verbal and written communication skills in English. Computer/Software: • Solid working knowledge and experience with Microsoft Office and other related Business HR/IT applications (e.g., MS Word, MS Excel, MS Access, MS PowerPoint, Outlook, Internet, Oracle, etc.). IV. Work Environment/Conditions: Office: Open Office Environment, moderate noise level. Plant: Standard automotive plant environment with moderate noise level. PPE (Personal Protective Equipment) such as safety glasses, steel toe shoes, hearing protection, etc. may be required in engineering, manufacturing, or industrial areas. Personal attire standards may apply. Travel: 0-5% V. Physical Demands: Ability to sit and work on a computer for extensive periods of time is required. While performing the duties of this job, the team member is required to talk, see, and hear. The team member must be capable of walking, sitting, and standing for extended periods of time and is occasionally required to lift up to 30 pounds. Disclaimer: This job description is intended to identify the general nature and level of work performed by team members within this classification, as well as certain essential job functions. It is not intended, and should not be interpreted, as a comprehensive inventory of all duties, responsibilities, and qualifications required of team members assigned to this job. To qualify for this job, however, a team member must be able to perform its essential functions with or without reasonable accommodation. Under no circumstances may this job description be construed as altering the at-will nature of the employment relationship between TBA and any team member. EOE Toyota Boshoku America is an equal opportunity employer and considers applications for all positions without regard to race, sex, religion, color, national origin, pregnancy, genetic information or any other characteristic protected by applicable law. If you require a reasonable accommodation to apply for a posted position, please email us at .

Human Resources Analyst

Data Engineer, IBM Corporation, Armonk, NY and various unanticipated client sites throughout the US: Act as Business Analyst/Data Engineer to analyze business and application requirements and provide the corresponding optimal and quality data models that would translate to Data Definition Language (DDL) scripts. Organize and review DDLs for seamless deployment to development and test databases and eventually to production databases. Develop and test databases and ensure all database changes are rigorously tested and execute monitoring to help manage production deployment within the outage window. Implement Erwin Data Modeling Tool and Oracle Database to update data models to reflect the correct production database version and provide highly informative data dictionaries for future planning and analysis of database requirements/ business requirements. Work closely with the application team, the change management team, project management team and Database Administrators (DBAs) and create credible and quality data models and DDLs to help guarantee error-free production deployment of all database changes. Utilize: erwin Data Modeler, Logical and Physical Data Modeling, Oracle Database, Relational Databases, Structured Query Language (SQL), Data Architecture and Metadata Mapping, Data Management/Design, Data Warehousing. Required: Bachelor's degree or equivalent in Computer Science, Information Technology, Data Engineering, Mathematics or related and five (5) years of experience as a Data Engineer, Data Analyst, Data Architect or related. Five (5) years of experience must include utilizing erwin Data Modeler, Logical and Physical Data Modeling, Oracle Database, Relational Databases, Structured Query Language (SQL), Data Architecture and Metadata Mapping, Data Management/Design, Data Warehousing. $170373 per year. Please send resumes to <a href="mailto:recruitad@us.ibm.com" target="_blank">recruitad@us.ibm.com</a>. Applicants must reference SN139 in the subject line.

Data Engineer

<h3>Job Description</h3>
Job DescriptionCompany Overview
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
This is a hybrid role (3 days in the office/2 days remote).
Interactive Brokers LLC seeks a Senior Regulatory Correspondence ("RC") Analyst in our Chicago Operations Center. The Senior RC Analyst should have experience investigating and analyzing trading activity, money movement, and various account relationship aspects for potential Anti-Money Laundering ("AML") considerations at a financial services firm. The incumbent will help ensure the firm complies with the Bank Secrecy Act, USA PATRIOT Act, anti-terrorist financing, sanctions, and industry AML laws and regulations.
Responsibilities: 
<ul>
<li>Thoroughly investigate client accounts and transaction activity to identify behavior potentially linked to money laundering, terrorist financing, manipulative trading, or other financial crimes.</li>
<li>Analyze complex data sets, client profiles, and transaction patterns to identify inconsistencies, anomalies, and red flags.</li>
<li>Collaborate with internal stakeholders to gather information, escalate concerns, and ensure a coordinated, appropriate response to identified risks.</li>
<li>Monitor and document activity according to internal procedures, regulatory expectations, and industry best practices.</li>
<li>Stay current with applicable AML/CFT regulations, trading rules, emerging financial trends, and internal policies.</li>
</ul>
Qualification &amp; Skills:
<ul>
<li>3 - 4+ years of experience within AML/Fraud compliance in a financial services institution, preferably at a large broker or financial institution with an international client base (or similar experience at a regulatory agency). A strong background in trading or conducting trading reviews is very beneficial.</li>
<li>Must be a problem-solving, innovative thinker with outstanding communication skills and a strong ownership mentality.</li>
<li>Have a high degree of comfort with technology and a functional understanding of its application to business and regulatory solutions.</li>
<li>Bachelor's degree or military experience.</li>
<li>Certified Anti-Money Laundering Specialist (CAMS), or FINRA licenses (SIE, Series 7, etc.) strongly preferred. If none, must be willing and able to obtain relevant licensures/certifications promptly.</li>
</ul>
To be successful in this position, you will have the following:
<ul>
<li>Self-motivated and able to handle tasks with minimal supervision.</li>
<li>Superb analytical and problem-solving skills.</li>
<li>Excellent collaboration and communication (Verbal and written) skills.</li>
<li>Outstanding organizational and time management skills.</li>
</ul>
Company Benefits &amp; Perks
<ul>
<li>Competitive salary, annual performance-based bonus and stock grant</li>
<li>Retirement plan 401(k) with competitive company match</li>
<li>Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium.</li>
<li>Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)</li>
<li>Paid time off and a generous parental leave policy</li>
<li>Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks</li>
<li>Corporate events, including team outings, dinners, volunteer activities and company sports teams</li>
<li>Education reimbursement and learning opportunities</li>
<li>Modern offices with multi-monitor setups</li>
</ul>

Regulatory Correspondence Senior Analyst

<h3>Job Description</h3>
Description:
Locals preferred on W2 only 
Job Title: MOR2JP00016484_Temp | Administration | Executive Assistant |
Location: New York, NY 10036 - 100% Onsite
Duration: Till 12/31/2025 with possible extension
On-site Monday – Friday. NO HYBRID.
Reports to: Office Manager
Hours: 8:00 AM – 5:30 PM
 
Experience working on trading floor and supporting multiple groups is a plus!!
 
Job Responsibilities:
• Telephone coverage, answer phones, take accurate messages, know banker’s whereabouts at all times, back-up other lines, as needed
• Light to moderate client contact
• calendar maintenance for meetings and/or conference calls
• Coordinate related conference rooms including any catering, audio/videoconference set up
• Assist Analyst’s with Lucite orders, closing dinners and client outing coordination
• Arrange all aspects of travel (arrange flights, hotels, rental car and sedan service, currency, etc.), keep travel profiles up-to-date, retrieve appropriate approvals for travel
• Prepare all itineraries
• Prepare and submit all expense reports on a timely basis
• Type correspondence, memos and presentations
• Prepare presentation books and meeting materials, copy, collate, bind
• Maintain filing system, correspondence, documents
• Navigate Firm’s resources, interface with various departments to collect information, respond to requests, obtain services
• Retrieve research or other necessary materials from intra/internet
• Send and retrieve digital and inbound faxes
• Distribute mail, arrange messengers and overnight package services
• Provide backup support for colleagues during vacation/sick days, and assist their groups as needed with phone coverage and other office needs
• Miscellaneous support: setup and maintain mail groups, keep orderly, fully-functioning work area
 
Required Skills and Personal Attributes:
• Strong communication, judgment, and problem-solving skills
• Strong attention to detail as well as solid organization/time management skills
• Must be an enthusiastic, positive team player who is willing to help out and who works well with colleagues
• Able to work in a fast-paced environment and handle multiple tasks concurrently
• Flexible with coverage responsibilities and teams.
 
Other Requirements:
• College Degree Preferred or Relative Corporate Experience preferred
• Proficient in Microsoft Office applications, especially Outlook for email, calendar and contacts
• Other helpful applications include Excel, PowerPoint, internet and research tools
• Keep up to date with office procedures and technical training as well as all policy guidelines &amp; compliance requirements

Executive assistance

<h3>Job Description</h3>
Job Description
Jackson is looking for a professional accountant to join their accounting team as the Accounting Director. This is a working manager role that deals heavily with cost accounting, job cost billing, and multiple accounting systems. The ideal candidate will have a deep understanding of these accounting principles and enjoy working with people as well as systems and numbers.
The Accounting Director, Clients (AD) is primarily responsible for working in conjunction with the Account Service Group and the Finance Department. The AD has oversight on all agency billings and payables, and steps in to resolve any client receivable issues, Company issued credit cards, sales tax review and remittance, as well as issues. This position will develop/update and train associates in their respective departments on applicable applications of our agency database software. 
The Accounting Director must have a positive, "can do" attitude, high performance work habits and a passion for excellence. He/she will give their best and most responsive effort on be behalf of the Client and Jackson associates on a consistent basis. The position requires occasional time flexibility to work beyond scheduled hours as needed according to the demands of unplanned financial and database matters.
 
General Purpose: Liaison between Account Service and Finance Departments, Database Training, proactive problem resolution. Maintain and support Finance Department, communicate well with all associates and proactively help problem solve accounting issues, the administration of company policies and procedures, support to the CFO and various accounting functions.
 
Essential Functions:
<ul>
<li>Supervise and monitor monthly execution of billing deadlines </li>
<li>Assures that subsidiary ledgers are reconciled to the general ledger at month end</li>
<li>Assists senior management in preparing analysis of job billing, and time management within jobs</li>
<li>Designs and implements agency accounting system training applications programs for all associates</li>
<li>Facilitate and monitor sales and use tax procedures for payment submission with the Sales Financial Analyst</li>
<li>Prepare client/cost accounting reports as directed by the CFO</li>
<li>Implement and maintain accounting/business procedures manual</li>
<li>Assists the CFO and Staff Accountants with special projects as directed</li>
<li>Billing -
<ul>
<li>Monthly review of client jobs, determination of appropriate amounts to be billed and communication with the Accounting team on invoice creation.</li>
<li>Interact with Account Executives, Program Managers and Producers to review a job's financial components and determine the appropriate amount to bill and when to bill it based on understanding of advance billing, revenue recognition and internal cash flow</li>
<li>Interact with account personnel to answer billing questions</li>
<li>Interact with account personnel to answer job status questions</li>
</ul>
</li>
<li>Accounts Payable processing
<ul>
<li>Supervise the receipt of invoices via hard copy or email and process to the correct job and function in a timely and accurate manner</li>
</ul>
</li>
<li>Invoice distribution, follow-up and tracking -
<ul>
<li>Manage the distribution of the invoices for all clients </li>
<li>Maintain financial tracking spreadsheets as needed for each client</li>
<li>Track invoices issued</li>
</ul>
</li>
<li>Job setup and PO Matching -
<ul>
<li>Ensure that all new jobs have quote and PO, if applicable</li>
<li>Bill against appropriate quote and PO</li>
<li>Ensure that appropriate internal parties are informed on correct job numbers.</li>
</ul>
</li>
<li>A/R Aging -Regularly (weekly) monitor aged invoices and communicate with account personnel to keep balances current.</li>
<li>Supervise and oversee the daily data entries in accounting database, including accounts payable against purchase orders, overhead accounts payable for all companies as needed, expense report creation for seasonal associates and data entries from expense reports, client payments and deposits, media and production billing and accounts receivable verification.</li>
<li>Supervises Accounting team in completion of weekly check runs, ACH transmissions for vendors, associates, contractors and coordinates/communicates with Accounting team on process</li>
<li>Supervises accounts payable and accounts receivable for discrepancies or errors, verifies all coding of incoming vendor invoices and expense reports, and escalates issues as needed</li>
<li>Works with the Sales Financial Analyst to complete POS database entries for sales tax computation for sales tax filings.</li>
<li>Maintains petty cash and cash advances, dispenses as requested and reconciles monthly</li>
<li>Manages associate receivables accounts and reconciles monthly, along with Accounting team</li>
<li>Prepares monthly reports as directed by the CFO for client, vendors, and jobs to be used for analysis by Top Management and Account Service</li>
<li>Adds new vendors to the accounting database with a consistent pattern by company. Requests vendor validation by W-9 form submission and generates 1099 forms at year-end to all vendors/contractors/LLC companies as required by IRS</li>
<li>Maintains/oversees/updates all vendor files, electronic and hard-copy versions and ensures compliance with accounting policies</li>
<li>Assists in training and orientation of new associates in accounting practices and policies and looks for opportunities to share accounting knowledge within the agency</li>
<li>Manages and maintains all accounting documentation timely, in a neat and well-organized format and is accessible and available to other Accounting team members as needed</li>
<li>Provides backup support for other members of the Accounting group as needed</li>
<li>Assists and supports the CFO as needed</li>
<li>Serves as system guru for accounting software and systems</li>
<li>Trains associates on use of Company issued credit card expense reports</li>
</ul>
Knowledge/Skills/Abilities
Required:
<ul>
<li>Bachelor's degree in accounting or finance, and/or commiserate experience</li>
</ul>
<ul>
<li>Minimum 5 years of accounting experience, preferably in an agency or professional services environment</li>
<li>Minimum 2-3 years of experience in supervisory, management and mentoring role</li>
</ul>
<ul>
<li>Excellent interpersonal and communication skills (written and verbal)</li>
<li>Strong analytical and computation skills</li>
<li>Work efficiently under stress</li>
<li>Ability to multi-task </li>
<li>Pro-active and open communication skills</li>
<li>Ability to read and comprehend instructions, correspondence, and memos</li>
<li>Ability to effectively present information in one-on-one and small group situations to clients and other Associates of the organization</li>
<li>Strong computer skills, including proficiency in MS Outlook, Word, Excel, and PowerPoint</li>
<li>Proficiency in accounting software and/or database systems</li>
<li>Ability to problem solve and think critically- using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. </li>
<li>Organizational and critical thinking skills</li>
<li>Strong sense of confidentiality and respect for sensitive information</li>
<li>Proactive, resourceful, strong team player</li>
<li>Commitment to Company Values</li>
</ul>
Preferred:
<ul>
<li>Job Cost Accounting experience</li>
<li>Prior Agency experience</li>
</ul>
 
Supervisory Responsibilities
<ul>
<li>1 - 2 Direct Reports, potential positions include: Staff Accountant, Accounting Coordinator</li>
</ul>
 
Physical Demands
While performing the duties of this position, the Associate is occasionally required to move about the office, use computers, phone, video conferencing and other general office equipment. The Associate must occasionally lift up to 20 pounds.
Work Environment
This position is performed on-site at Jackson in a climate-controlled office environment. The noise level in the work environment is usually moderate.
General sign-off: The Associate is expected to adhere to all company policies.
Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.

Accounting Director

<h3>Job Description</h3>
Job DescriptionDescription:
Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer’s unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Let’s get there, together!
 
In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive:
<ul>
<li>A competitive salary with performance-based incentives. </li>
<li>Comprehensive medical with deductible reimbursement, dental, and vision coverage. </li>
<li>An employer matching 401k plan. </li>
<li>Training and professional development opportunities, including tuition reimbursement. </li>
<li>Work life balance with paid time off, paid volunteer hours, and 11 paid holidays. </li>
</ul>
 
The BSA and Fraud Analyst assists in the implementation and administration of all aspects of the Bank Secrecy Act compliance program of the Bank, under the guidance of the VP BSA and Risk Officer. This position performs various quality control reviews and monitoring pertaining to the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Program, OFAC, and Customer Identification Program compliance using industry standards and regulatory guidance to ensure the Bank’s compliance efforts are maintained on a daily basis. 
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
<ul>
<li>Ensures compliance with the Bank Secrecy Act/Anti-Money Laundering/OFAC BSA/AML/OFAC) and related laws and regulations.</li>
<li>Analyzes transactions and reviews account cases across all business lines for potential Bank Secrecy Act/Anti Money Laundering and fraud red flags.</li>
<li>Prepares and maintains documents and BSA/AML and fraud reports for management.</li>
<li>Maintains current knowledge of BSA/AML/OFAC and fraud regulations, guidelines, best practices, and trends.</li>
<li>Prepares and files Currency Transaction Reports (CTRs) and monitors cash sales of monetary instrument reports.</li>
<li>Investigates potential fraud and suspicious activity, recommends disposition, and prepares SAR reports for filing with regulatory agencies.</li>
<li>Assists in the monitoring of money service businesses and other types of high-risk businesses and performs appropriate due diligence before new accounts are opened.</li>
<li>Assists with all OFAC and bi-weekly FinCEN 314(a) searches and any other government lists that may be issued.</li>
<li>Assists with investigations and maintains support documentation for SAR case management.</li>
<li>Ensures the integrity of the Bank’s anti-money laundering system (data, agents, etc.) for all fraud agents and cases, and that written procedures are an accurate reflection of the Bank’s processes.</li>
<li>Reviews fraud-related guidance and recommends changes to risk assessments, policies and/or procedures as necessary.</li>
<li>Assists with the review and updating of the fraud risk assessment.</li>
<li>Determines appropriate actions to be taken to control potential losses and maintains compliance with regulatory reporting requirements.</li>
<li>Conducts timely and thorough high-risk customer reviews and assists in the maintenance of the customer due diligence process in accordance with risk.</li>
<li>Provides input and feedback on current and potential fraud risks and recommends mitigating controls.</li>
<li>Assists in the tracking and resolution of fraud cases, including recovering funds, filing police reports as appropriate and going to court when requested.</li>
<li>Additional duties as assigned.</li>
</ul>
Physical Demands and Work Environment
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. While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus.
 
 
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Requirements:
<ul>
<li>College degree preferred, or equivalent combination of education and relevant banking experience. </li>
<li>At least three years of general banking or regulatory agency experience, with experience in fraud monitoring and case resolution and Bank Secrecy Act compliance.</li>
<li>Experience dispositioning fraud cases, including working with police departments, attending court appearances, recovering monies owed.</li>
<li>Experience analyzing reports and monitoring activity to identify and resolve fraud.</li>
<li>Verafin experience preferred.</li>
<li>Strong knowledge of bank operations.</li>
<li>ACAMS and Fraud certifications preferred, or the willingness and ability to obtain them. </li>
<li>Comprehensive understanding of Bank Secrecy Act compliance regulations and laws.</li>
<li>Ability to proactively identify and assess potential concerns and risks.</li>
<li>Ability to resolve issues, work independently, and meet deadlines.</li>
<li>Basic knowledge of Bank administration, lending and operations products and services; related state and federal laws and regulations and other Bank operational policies and procedures.</li>
<li>Effective verbal, written, and interpersonal communication skills with the ability to instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. </li>
<li>Proficient in MS Word and knowledge of Excel.</li>
</ul>

Fraud Analyst

<h3>Job Description</h3>
Job DescriptionDescription:
We are seeking a proactive and detail-oriented Accounts Receivable Analyst to join our finance team. This role will focus heavily on collections activities while supporting the broader Accounts Receivable (AR) team across all functions, including invoicing, cash applications, and account reconciliations. The ideal candidate is comfortable communicating with customers, resolving payment issues, and contributing to the overall health and efficiency of the AR process.
 
Duties/Responsibilities:
<ul>
<li>Proactively manage assigned customer accounts to ensure timely collection of outstanding invoices.</li>
<li>Initiate and track collection efforts via email, phone, and written correspondence.</li>
<li>Negotiate payment terms and arrangements where appropriate, while maintaining positive customer relationships.</li>
<li>Monitor delinquent accounts, escalate issues when needed, and assist in determining credit hold actions.</li>
<li>Investigate and resolve account discrepancies, short payments, unapplied cash, and other issues.</li>
<li>Maintain clean and accurate aging reports through regular reconciliations.</li>
<li>Work closely with internal teams (Sales, Customer Service, Operations) to resolve invoice disputes or billing errors.</li>
<li>Support team members in cash application, invoicing, credit review, and reporting tasks.</li>
<li>Contribute to cross-training and team initiatives that improve process efficiency and accuracy.</li>
<li>Participate in month-end close, preparing aging reports and account summaries as needed.</li>
<li>Analyze AR metrics such as DSO and past-due percentages; recommend and help implement corrective actions.</li>
<li>Assist in updating internal documentation and procedures related to AR workflows.</li>
<li>Help identify and implement process improvements or automation opportunities within the AR function.</li>
</ul>
Requirements:
Required Skills/Abilities:
<ul>
<li>Strong verbal and written communication skills, including comfort handling customer communications related to payments and disputes.</li>
<li>Excellent organizational skills with the ability to manage a high volume of accounts and prioritize effectively.</li>
<li>Strong attention to detail and accuracy in data entry, reporting, and reconciliations.</li>
<li>Proactive and collaborative mindset; ability to work independently while supporting team goals.</li>
<li>Analytical thinking with the ability to identify trends and propose solutions.</li>
<li>Proficiency in Microsoft Excel (including VLOOKUP, pivot tables) and experience working with ERP/accounting systems (e.g., NetSuite, SAP, Oracle).</li>
</ul>
Education and Experience:
<ul>
<li>Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.</li>
<li>Minimum of 2 years of experience in Accounts Receivable or credit and collections, preferably in a B2B environment.</li>
<li>Familiarity with full-cycle AR functions, including invoicing, collections, reconciliations, and reporting.</li>
</ul>
Physical Requirements:
<ul>
<li>Prolonged periods of sitting at a desk and working on a computer.</li>
<li>Must be able to lift up to 15 pounds at times.</li>
</ul>
This is an onsite role and requires ability to work from the Addison office.
 
Salary Range: $50,000-$65,000 annually

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