Total 8 Senior Executive level Finance / Banking / Insurance job vacancies in US-IA-Iowa (Remote Employees)

REQUIREMENTS: 

• Total experience 10+years 
• Excellent working experience in ERP financials with Oracle Finance, Oracle Fixed Assets Oracle General Ledger, Oracle Payables, Oracle Receivables 
• Strong Experience in Oracle ERP Cloud and EBS R12 financial projects, ensuring successful delivery and client satisfaction 
• Deep understanding in Oracle Fusion Financials to drive at least three end-to-end Oracle Fusion Financial implementations. 
• Proficiency in Implementing and optimize with Oracle Cloud modules: General Ledger (GL), Accounts Receivable (AR), Accounts Payable (AP), Order-to-Cash (OTC), Procure-to-Pay (PTP), Fixed Asset Management (FA), Budgeting, Cash Management and Tax 
• Strong understanding of business processes and how they align with Oracle ERP solutions. 
• Excellent verbal and written communication skills, with the ability to clearly articulate strategies, solutions, and results to stakeholders. 
• Collaborate with stakeholders to gather requirements, develop strategies, and deliver solutions that align with business objectives. 
• Provide functional leadership in Oracle ERP implementations, ensuring that all modules are integrated and working seamlessly. 
• Troubleshoot and resolve complex functional issues, providing innovative solutions to meet client needs.

RESPONSIBILITIES: 

• Understanding the client’s business use cases and technical requirements and be able to convert them into technical design which elegantly meets the requirements 
• Mapping decisions with requirements and be able to translate the same to developers 
• Identifying different solutions and being able to narrow down the best option that meets the client’s requirements 
• Defining guidelines and benchmarks for NFR considerations during project implementation 
• Writing and reviewing design document explaining overall architecture, framework, and high-level design of the application for the developers 
• Reviewing architecture and design on various aspects like extensibility, scalability, security, design patterns, user experience, NFRs, etc., and ensure that all relevant best practices are followed 
• Understanding and relating technology integration scenarios and applying these learnings in projects
• Resolving issues that are raised during code/review, through exhaustive systematic analysis of the root cause, and being able to justify the decision taken.
• Carrying out POCs to make sure that suggested design/technologies meet the requirements

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

Summary:

Senior Actuarial Consultant responsible for developing accurate and timely financial analysis for clients. The Senior Analytics Consultant will work closely and collaboratively with the Regional Leaders and various colleagues throughout the field offices, to support the National Clients .

Essential Duties and Responsibilities (include but are not limited to):

• Assist clients and teams in defining underwriting, contribution and plan design strategies.
• Employ effective project management skills for balancing requests from multiple Client Teams, and for the efficient delivery of results.
• Requires effective communication skills for clearly explaining detailed analysis to Client Teams and Clients, and the ability to understand Client Teams/Client perspectives that can be reflected in the development of deliverables.
• Prepare and review reserves and assumptions used in reserve. Present results to client contact.
• Train and offer development to financial analysts that may be working in support.
• Develop relationships with top tier clients and provide actuarial insights / consulting to those clients on a regular basis.
• Follow and maintain all Actuarial Standards of Practice and stay current with Actuarial studies.
• Collaborate with peers to develop a new models and solutions for OneDigital consultants and sales teams.

Qualifications, Skills and Requirements:

• Strong attention to detail
• 8+ years of actuarial experience
• Strong verbal, written communication and presentation skills
• Ability to work independently as well as in a team environment
• Strong organizational skills
• Ability to thrive in fast-paced environment
• Strong analytical and problem solving skills
• Ability to establish and maintain collaborative working relationships with others of all levels
• Ability to work with clients and partners at a strategic level
• Travel required

Education, Training and Experience:

• Healthcare underwriting and/or similar analytical background
• Certified Actuary ( ASA or FSA )
• Bachelor’s or Master’s Degree

Base Pay Range: $140k-$170k

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team!

Hybrid role in Palo Alto, CA

The Enterprise Applications - IT team is a strategic business partner to our organization delivering effective and innovative technology solutions. We partner with groups across the company including sales, marketing and finance to deliver and maintain high quality scalable technology solutions.

We are looking for a Senior Business Systems Analyst/Product Manager who will be responsible for leading the solution design and delivery for our finance processes. The successful candidate will understand and own all finance processes associated with quote to cash. Procure to pay as well as record to report functionality. She/he will provide structure and leadership to projects, understand the Intapp business requirements, provide guidance on best practices and standard functionality and translate needs into technical solutions.   Additionally, this position will oversee the delivery of IT services and projects and ensure internal client satisfaction.

What you will do:

• Become an expert in Intapp’s finance processes and systems and bring strong functional knowledge about finance processes to the table.
• Work with business stakeholders to understand their goals and needs and help define the solutions.
• Act as a solution consultant that deeply understands current state business processes, challenges, and their supporting tech stack
• Responsible for owning finance system configuration - configure fields, workflows, roles/permissions, custom rules, reports, and dashboards.
• Pair understanding of business with your deep systems expertise to provide strategic technical roadmaps
• Look ahead to identify delivery needs based on roadmap and work with all management to address them.
• Work with development and project teams to deliver finance process improvements in terms of enhancement as well as projects.
• Anticipate blockers and identify creative solutions to unblock team and keep delivery on track.
• Translate desired business outcomes into an MVP feature set that can be delivered iteratively
• Establish and bring new efficiencies and insights through systematic solutions
• Document business process requirements and partner with system administrators to design thoughtful solutions
• Effectively negotiate scope and timeline with business leads to achieve high value business outcomes
• Facilitate implementation of new functionality through communications, demos, and the development of appropriate documentation
• Provide day-to-day administration and maintenance of critical business systems including NetSuite. Triaging and resolving production support issues and implementing small enhancement requests

What you will need:

• Strong analytical and problem-solving skills with 8+ years Business Analyst experience
• Experience with finance processes – AR/GL/ revenue accounting and Order, contract management and billing, financial consolidation and reporting, month/quarter/year end close 
• Prior experience with ERP systems especially NetSuite and integration with CRM (Saleforce), NetSuite ARM, Billing solutions (like Salesforce Billing, NetSuite or Zone billing), FP&A tools like Adaptive, Anaplan etc.
• Best practices are your best friend
• Strong verbal and writing skills
• Bachelor’s Degree with 8+ year of experience
• 8+ years of relevant BSA experience in ERP, QTC, P2P and R2R Space
• Hands on experience with NetSuite
• OpenAir experience is plus

What you will gain at Intapp:

Our culture at Intapp emphasizes accountability, responsibility, and growth.  We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:

• Competitive base salary plus variable compensation and equity
• Generous paid parental leave, including adoptive leave
• Traditional comprehensive benefits, plus:
  • Generous Paid Time Off
  • Tuition reimbursement plan
  • Family Formation benefit offered by Carrot
  • Wellness programs and benefits provided by Modern Health
  • Paid volunteer time off and donation matching for the causes you care about
  • Home office stipend
• Opportunities for personal growth and professional development supported by a community of talented professionals
• An open, collaborative environment where your background and contributions are valued
• Experience at a growing public company where you can make an impact and achieve your goals
• Open offices and kitchens stocked with beverages and snacks

For California based roles, Base Pay Range is $1650000/yr - $180,000/yr.  Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity.  In addition to base salary, variable compensation and equity may also be included.

#LI-JS2

Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.

Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.

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Underwrite an Ocean Marine book of business.  Job entails marketing, analyzing risks along with setting terms and conditions of a contract.  An underwriter is expected to produce business and make an underwriting profit for the company.

• Marketing, producing accounts, understanding Ocean Marine exposures, primarily Hull and Liability, knowing how to price account and the policy forms to use.  The underwriter must make sure he writes his business within the reinsurance guidelines.  The goal is to write a growing profitable book of business.

• Expected to travel for marketing as required

• Must have a strong working relationship with the broker market in the West Coast USA region.

• Must understand the Lines of business, forms and pricing the exposures written.

• Must be able to work as a team member, including the USA Marine Team in NY.  Communication skills are needed.

• Must be disciplined and conservative to maintain an underwriting standard of writing quality business at a profitable level.

Key Outputs: 

• Must see a flow of business in from brokers.

• Must analyse risks.

• Must set proper terms and conditions including pricing to make an underwriting profit.

• Must never exceed the aggregation limits set by management. 

• Must work within the parameters of our reinsurance treaty. 

• In addition to the above key responsibilities, you may be required to undertake other duties from time to time as the Company may reasonably require

Experience:

• 5 Plus years’ experience in Marine Underwriting

• Strong understanding of the different lines of business in the Marine space.

• Strong knowledge of the West Coast US Region with working relationships with the broker market.

Salary Range:

The expected base salary range for this position is $100,000 - $140,000 annual.

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At Core Specialty, you will receive a competitive salary and opportunities for professional development and advancement.  We offer medical, dental, vision, and life insurances; short and long-term disability; a Company-match of 100% of a 6% contribution 401(k) plan; an Employee Assistance Plan; Health Savings Account, Flexible Spending Account, Health Reimbursement Account, and a wellness program

At Pitney Bowes, we do the right thing, the right way.  As a member of our team, you can too.

We have amazing people who are the driving force, the inspiration and foundation of our company. Our thriving culture can be broken down into four components: Client. Team. Win. Innovate.

We actively look for prospects who:
•    Are passionate about client success.
•    Enjoy collaborating with others.
•    Strive to exceed expectations.
•    Move boldly in the quest for superior and best in market solutions.

Job Description:

We are seeking a detail-oriented and driven individual to join our team as a Senior Accountant. This role is integral to our financial operations, requiring a thorough understanding of all aspects of accounting, including the monthly general ledger close process. The successful candidate will be responsible for preparing and reviewing various journal entries, balance sheet account reconciliations, and preparing regular and ad-hoc reports. The ideal candidate will have mastered all accounting functions, motivated to ensure their work is completed efficiently and on time with 100% accuracy, and have a growth mindset.

We will:

• Provide the opportunity to grow and develop your career
• Offer an inclusive environment that encourages diverse perspectives and ideas
• Deliver challenging and unique opportunities to contribute to the success of a transforming organization
• Offer comprehensive benefits globally (PB Live Well)

Pitney Bowes is an Equal Employment Opportunity/Affirmative Action Employer that values diversity and inclusiveness in the workplace.

Women/Men/Veterans/Individuals with Disabilities/LGBTQ+ are encouraged to apply.

All interested individuals must apply online. Individuals with disabilities who cannot apply via our online application should refer to the alternate application options via our Individuals with Disabilities link.  

Job Description:

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1  
 

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

• Paid Parental Leave as well as an Adoption Assistance Program

• Competitive 401k savings plan with company match and an additional contribution regardless of participation

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Compensation may vary based on the job level and your geographic work location.

Primary Accountabilities

• You will prospect and appoint agents together with the overall regional strategy for expansion of distribution outlets.
• You will use market analytics to assess geographic territory to identify prospect and current customers with highest growth potential.
• You will appoint new customers based on book of business.
• You will Identify vulnerable competitors within assigned territory.
• You will build detailed business plans for assigned agents.
• You will determine appropriate timing of agency visits.
• You will be familiar with the territory.

Specialized Knowledge & Skills Requirements

• 5+ years territory management selling to insurance brokers.
• 5+ years knowledge of the demographics of the territory.
• 5+ years track record of success in building and maintaining business relationships.
• 5+ years proven track record of success in insurance sales.
• 5+ years experience working with Microsoft Office Suite products (Word, Excel, Power Point and Outlook).

#LI-IL

This is a territory representative. You will work out of your home in Illinois and travel throughout the territory.

Licenses

• Not Applicable.

Travel Requirements

• Up to 10%.

Physical Requirements

• Work that primarily involves sitting/standing.

Working Conditions

• Not Applicable.

We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

Position Summary:

The Senior Mortgage Loan Officer is responsible for assisting current and potentially new members with the mortgage loan process that includes guiding them through the application, approval and closing process. Their duties include recommending certain loan mortgage product options and explaining those terms to the member based on their own personal profile. Communicating constantly and accurately with members, support staff and management are key to their success. This professional must have the ability to provide significant direct service to members and thoroughly understand relevant legal parameters, and the administrative processes involved in the mortgage lending process.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works purposefully and is driven to provide the best team member experience.

• Meet with prospective Member borrowers. 

• Request, review and analyze Member applicant’s credit and financial data.

• Determine Member’s financing objectives and goals.

• Present the appropriate products and programs to the Member and explain guidelines.

• Discuss interest rate pricing as required.

• Identify appropriate opportunities to sell additional loan products.

• Collect all necessary supporting loan documentation as required to proceed the application through the loan process.

• Work with compliance and underwriting to ensure any outstanding loan conditions are met.

• Provide ongoing communication with the Member throughout the process, up to and including loan closing details and instructions.

• Ensure exceptional service experience for the Member throughout the mortgage application process.

• Comply with applicable consumer laws, regulations, company guidelines, etc.

• Complete all necessary training and licensing.

• Maintain a thorough knowledge of offered lending programs, policies, procedures, and regulatory requirements.

• Maintain the confidentiality of all information processed.

• Achieve mutually agreed upon personal production goals determined by mortgage management.

• Perform all job functions in accordance with the credit union’s mortgage lending policies and procedures.

• Prepare, complete, and submit required reporting requirements as determined by mortgage management.

• Work effectively in the organization’s loan origination system

• Work to ensure accountability and compliance with all applicable laws and regulations concerning mortgage lending.

• Manage multiple loan submissions and meet required deadlines for each loan.

• Quickly and accurately complete basic math functions including common decimal fractions, and calculate rates and percentages.

• Drives to vendor locations, Wellby branch locations, and customers or members locations regularly.

• Performs other duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.

• Knowledge of general office procedures and practices, business English, spelling, punctuation, and arithmetic.

• Knowledge of the personal computer, utilizing Microsoft Office Suite and other mortgage loan origination software.

• Knowledge and understanding of mortgage pricing and rate sheets.

• Knowledge and understanding of mortgage products and guidelines.

• Skilled in identifying and pursuing opportunities for business expansion within existing market, aiming to increase the credit union’s mortgage market share.

• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices.

• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

• Ability to work effectively across department and achieve origination goals.

• Ability to work in a fast-paced team environment with exceptional member service skills.

• Ability to apply mortgage lending industry standards, laws, and regulations.

• Ability to input data accurately and efficiently into mortgage lending software systems and have a working knowledge of such systems.

• Ability to work under the stress of dealing with a wide range of personalities and monitoring and reviewing the many loan details and loan packages to ensure completeness and accuracy.

• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, deal effectively with the public, and establish and maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

Supervisory Responsibilities

• Team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and are compliant with professional standards, state and federal regulatory requirements.

• The team member performs several routine and generally related tasks without supervisory direction.

• The team member may make decisions regarding unusual circumstances on occasion.

• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.

• Courses of action are determined by established procedures and/or their leader.

• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.

• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time.  Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings.  The team member must be able to exchange information, in person, in writing, and via telephone.  Some degree of stress results from contact with management, and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.

Minimum Qualifications

• High School Diploma or equivalent required.

• Minimum seven (7) years of experience as a mortgage loan officer, or five (5) years as a loan officer and two (2) years of mortgage experience or as a loan officer assistant.

• Must have originated both conventional and government lending products.

• Thorough understanding of conventional and government lending underwriting guidelines.

• Ability to meet and acquire a Nationwide Multistate Licensing System (NMLS) license.

• Valid Texas Driver’s license or obtained within 30 days of hire.

• Must meet Wellby’s Loan Officer’s monthly minimum standards. See appendix.

For All Candidates:

This is a Full-Time, Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.