Total 30 Finance / Banking / Insurance job vacancies in US-Nationwide-FIELD

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.

Be visionary

Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets that require advanced technology and high reliability. These markets include aerospace and defense, factory automation, air and water quality environmental monitoring, electronics design and development, oceanographic research, deepwater oil and gas exploration and production, medical imaging and pharmaceutical research.​

We are looking for individuals who thrive on making an impact and want the excitement of being on a team that wins.

Job Description

Position Summary and Responsibilities:

This Finance Director/Senior Manager will oversee all finance activities for Teledyne LeCroy’s Test and Measurement Group. Primary activities include providing financial analysis and counsel to multiple vice presidents and general managers regarding business results and actual performance against plans and forecasts in a multi-facility/multi-division global environment.

• This individual will have overall responsibility for preparing financial statements, reports and analysis for our business. This individual will prepare and maintain a complete set of financial statements which includes a balance sheet and related financial reporting information including a profit and loss statement, summary of cash flows and supplemental financial information.
• Additionally, this individual will be responsible for preparing the annual business plans, monthly forecasts and capital budgeting, as well as oversee the financial statements prepared for other affiliates within Teledyne’s T&M Group.
• Works closely with assigned vice presidents and general managers in the areas of financial and business reporting to include: proactive analysis of business trends, forecasting and budgeting, government proposals and reporting requirements and working capital management.  Partner with VPs and General Managers in developing, monitoring and evaluating overall corporate strategy with emphasis on top and bottom line performance and maximizing working capital and cash flows. 
• Prepare quarterly finance and business updates alongside Teledyne LeCroy Management; participates in the quarterly OPS Review with Teledyne’s executive management.
• Identify, analyze, and implement initiatives in support of 80/20 metrics and goals.
• Actively participate in the ERP/IT system implementation project. T&M is consolidating several IT systems into one IT system. Additionally, drive the change management of the business processes to support this initiative.
• Establish, maintain and document strong internal control processes meeting Sarbanes-Oxley 404 compliance requirements. Ensure internal controls are functioning effectively across the group.  Communicate with internal and external auditors as required.
• Develop and train financial staff to ensure accounting records and financial reporting is prompt, accurate and meets business requirements. Motivate and lead a high performance Finance Team; attract, recruit and retain required members of the management and finance team; provide mentoring as a cornerstone to their management career development program.  Foster a success-oriented, accountable environment. 
• Establish and maintain a set of key financial performance indicators for prompt decision-making.
• Act as a liaison to appropriate corporate executives regarding the understanding our goals and objectives.
• Manage strategic/business planning process and effectively oversee the multi-location/multi-currency accounting and treasury Finance Teams.  Ensure proper global consolidation and accounting supports key management initiatives.
• Manage information gathering process for federal, state, local and international tax compliance obligations.

Qualifications:

• Accounting/Finance degree required
• Knowledge of accounting, budgeting, forecasting and cost control principles including generally accepted accounting principles
• Experience in a manufacturing environment
• Strong knowledge of GAAP
• Solid supervisory skills
• Participation in ERP system implementation/upgrade
• Public accounting, internal audit experience strongly preferred
• Minimum of 15 years experience in Accounting
• Minimum of 5 years in a managerial role
• Contracts & negotiation experience.
• Some international trade experience.
• Experience in merger and acquisition and integration environment a plus.
• CPA with Big 4 experience highly desirable
• Solid leadership and interpersonal skills. Capable of developing and sustaining effective peer and corporate relationships.
• Good technical/systems and process thinking skills. Able to develop and continually improve the financial management systems.
• Ability to manage across a multi-facility environment.
• Highly computer literate; excellent Excel.
• Broad business perspective with strong learning record and potential for advancement.
• Hands-on personality with the ability and proven track record for problem solving.

Salary Range:

Pay Transparency

The anticipated salary range listed for this role is only an estimate. Actual compensation for successful candidates is carefully determined based on several factors including, but not limited to, location, education/training, work experience, key skills, and type of position.

Teledyne and all of our employees are committed to conducting business with the highest ethical standards. We require all employees to comply with all applicable laws, regulations, rules and regulatory orders. Our reputation for honesty, integrity and high ethics is as important to us as our reputation for making innovative sensing solutions.

Teledyne is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other characteristic or non-merit based factor made unlawful by federal, state, or local laws. ​

What Finance Operations contributes to Cardinal Health

Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.

Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.

This position is a remote role.

Responsibilities

• Process Customer Credit Card payments via Phone, SharePoint and through reports
• Attention to detail: Update customer’s accounts/orders with credit card information, including card maintenance in a timely manner that is compliant with established policies and procedures
• Provide phone and task coverage 11:30 am- 8 pm EST.  
• Assists with other duties and projects as assigned and deemed necessary to meet the business need
• Payment processing and research
   

Skills:

• Customer Service Phone experience 
• Maintain service levels and productions goals
• Attention to Detail / high quality of work and accuracy
• Great organization and time management skills
• SAP is a benefit, not required

Qualifications

• 1-3 years of experience, preferred
• High School Diploma, GED or equivalent work experience, preferred

What is expected of you and others at this level

• Applies acquired job skills and company policies and procedures to complete standard tasks
• Works on routine assignments that require basic problem resolution
• Refers to policies and past practices for guidance
• Receives general direction on standard work; receives detailed instruction on new assignments
• Consults with supervisor or senior peers on complex and unusual problems

Anticipated hourly range: $15per hour - $21 per hour

Bonus eligible: No

Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.

• Medical, dental and vision coverage
• Paid time off plan
• Health savings account (HSA)
• 401k savings plan
• Access to wages before pay day with myFlexPay
• Flexible spending accounts (FSAs)
• Short- and long-term disability coverage
• Work-Life resources
• Paid parental leave
• Healthy lifestyle programs

Application window anticipated to close:  03/25/2024 *if interested in opportunity, please submit application as soon as possible.

Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.

Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.

To read and review this privacy notice click here

Overview & Responsibilities

This role is to plan, design, develop, and launch efficient business, financial, and operations systems in support of core organizational functions and business processes. The main focus of this position is finance, but there will be cross training in the order management, procurement, and operations functional business areas, as well other assigned functions. This includes gathering and analyzing data in support of business cases, proposed projects, and systems requirements. This position is also responsible for the investigation and triage of application systems problems, generating and compiling reports on findings, complete with probable causes and possible solutions to system issues. The incumbent will apply proven communication, analytical, and problem-solving skills to help maximize the benefit of IT system investments.

Flexible/Hybrid Work Schedule: The work schedule for this position will be a combination of working remote and working in the Jeannette, PA office (as little as one day per week or up to five days per week)

Job responsibilities: 

1. Understand and execute to the policies and procedures defined in the Systems Delivery Methodology (SDM) and the Project Management Office (PMO).

2. Perform as an Oracle finance functional analyst responsible for analysis, solution design, testing, and production support of Oracle EBS Financial Modules and Oracle EPM (FCCS and ARCS).
3. Act as a backup role for other key business functional areas, including order management, procurement, and operations. 
4. Review and analyze the effectiveness and efficiency of existing application systems; and develop strategies for improving or further leveraging these systems.
5. Prepare and deliver reports, recommendations, or alternatives that address existing and potential trouble areas in operating applications systems across the organization. 
6. Participate in, and occasionally lead, the planning, design, development, and deployment of new applications, and enhancements to existing applications.  
7. Create system design proposals utilizing the SDM. 
8. Perform cost-benefit and return on investment analyses for proposed systems; and prepare business cases to aid management in making implementation decisions.  
9. Ensure compatibility and interoperability of computer application systems. 
10. Create systems models, schematics, business process maps, specifications, diagrams, and charts to provide documented direction to application system programmers and other stakeholders.  
11. Coordinate and perform in-depth tests, per SDM, to meet quality requirements.  
12. Provide orientation and training to end users.  
13. Conduct research on software and hardware products to justify recommendations and to support purchasing efforts.  
14. Provide guidance and/or instruction to junior staff members and third-party resources.
15. Utilize excellent written and oral communication skills.
16. Apply good listening and interpersonal skills.  
17. Pay close attention to detail.   
18. Communicate ideas in both technical and user-friendly language.   
19. Be self- motivated and directed.  
20. Possess strong customer service orientation.  
21. Support a teaming and collaborative mentality and orientation. 

Education:  Bachelor of Science Degree the field of business administration, computer science, accounting, or management information systems

Related Work Experience:  5+ years.

Experience with maintenance support of Oracle EBS R12 Financial Modules and Oracle EPM is required. Oracle EBS modules include General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Cash Management (CM), Projects, Costing, Tax, and Fixed Assets (FA). Oracle EPM modules include Financial Consolidation Cloud Service (FCCS) and Oracle Account Reconciliation Cloud Service (ARCS). Experience with SAP is a plus.   

Technical Skills:  
•    Theoretical knowledge of networks, PCs, Servers, Database Management Systems.
•    Working knowledge and experience with at least one commercial off-the-shelf application software system.
•    Microsoft desktop operating systems and office applications and Google Workspace.
•    Knowledge and experience with data extract, transformation, and loading techniques and programs is a plus.
 

Business Skills:  
•    Theoretical and practical knowledge of one or more end-to-end business process.  
•    Experience in overseeing the analysis, design, development, implementation, and support of automated business application software. 
•    Knowledge and experience with sound project management techniques and software tools.

Other Skills:  
•    Ability to communicate clearly and concisely, in business terms, both in written and verbal form.
•    Good listening skills.
•    Good analytical and problem-solving skills.
•    Experience working with algorithms and mathematical models.
•    Interest in and understanding of organizations goals and objectives.
•    Good interpersonal and teaming skills.

Equal Employment Opportunity

Ebara Elliott Energy is an equal employment opportunity/affirmative action employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, marital status, genetic information, disability, veteran status, or any other characteristic protected by the federal, state or local laws of the United States. Applicants and employees are protected under U.S. federal law from discrimination. To learn more, click here.

Pay Transparency Nondiscrimination Provision
Ebara Elliott Energy follows Executive Order 11246, including the Pay Transparency Nondiscrimination Provision. To learn more, click here.

To learn more about our Job Applicant Privacy Notice, please click here.

No agency submissions please. NOTE: Resumes submitted to any Ebara Elliott Energy employee without a current, signed and valid contract in place with the Ebara Elliott Energy recruiting team will become the property of Elliott Group and no search fees will be paid. 

Finance Business Partner Manager -

Flowserve is a world-leading manufacturer and aftermarket service provider of comprehensive flow control systems. Driven by our Purpose, we are committed to building a more sustainable future to make the world better for everyone. With more than 16,000 employees in more than 50 countries, we combine our global reach with local presence. We support more than 10,000 customers worldwide, creating products to meet the needs of our customers who are supplying energy, fresh water, pharmaceuticals and other essentials to consumers, businesses, and governments globally.

Join a company where the people challenge themselves to approach each situation with ingenuity and creativity to help provide our customers with the most innovative flow control products and services. You will be part of a team known for its industry-leading talent, unparalleled portfolio, and unmatched commitment to customer success. Flowserve’s culture promotes recognition and rewards creativity, hard work, and commitment. We invite you to put your talents and career in motion at Flowserve.

The Finance Business Partner Manager position works closely with the Plant Manager, the site and group leadership team to drive key initiatives and help the Company achieve its goals and maximize returns on investments. The role uses data and analysis as a strategic asset to provide decision support, accurate planning, forecasting, operational productivity and investment analysis. This position will ensure accuracy and completeness in the income statement, balance sheet, and cash flow statement planning and forecasting as well as timely variance analysis.

The position reports directly to the Finance Business Partner Director with matrix responsibilities to the Plant Manager.

Responsibilities and Requirements:

• Provide business and financial analysis identifying important trends to assist Operations in achieving its objectives.
• Analyze key metrics and provide insights and value-added analysis to leadership regarding revenue, margins, competitive landscape, products, customers, capital investments, etc.   Develop financial models that support analysis and lead to business understanding and decision-making.
• Make recommendations for potential improvements and identify potential risks and opportunities to financial targets.
• Drive Financial performance management including the annual budgeting, monthly forecasts, and communication of results.
• Identify and develop key actions in partnership with the site team required to achieve forecast targets.
• Drive processes and initiatives to reduce primary working capital and maximize operating cash flow.
• Provide timely and accurate financial information in compliance with US GAAP and company policies, procedures and controls.
• Meet all reporting deadlines with accurate and complete data.
• Develop strong working relationships with colleagues and corporate functions and all levels of the organization.
• In collaboration with the management team, ensure actions are clearly identified, continuous improvement projects are executed and delivered to meet objectives.
• Provide regular updates on performance and actions to achieve objectives.

Required Experience and Skills:

• Bachelor’s degree in finance or accounting
• Minimum 5 years Finance or Accounting experience
• Knowledge of US GAAP and Sarbanes-Oxley 404
• Advanced Microsoft Office Skills (Excel)
• Able to multi-task in high pressure, time-constrained situations
• Strong analytical skills
• Exceptional business and financial acumen with a drive for results
• Strong interpersonal, collaboration and decision-making skills
• Strong written, verbal and presentation skills
• Self otivated and possess the ability to work independently

Preferred Experience and Skills:

• Experience with SAP BPC - Business Planning and Consolidation tool preferred

Flowserve offers competitive pay, annual bonuses, medical benefits on day 1, generous paid vacation time, paid holidays, 401(k) and many other excellent benefits!

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.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Canada: Title for the position will be in accordance with applicable national and local laws.

Career Category

Job Description

HOW MIGHT YOU DEFY IMAGINATION?

If you feel like you’re part of something bigger, it’s because you are. At Amgen, our shared mission—to serve patients—drives all that we do. It is key to our becoming one of the world’s leading biotechnology companies. We are global collaborators who achieve together—researching, manufacturing, and delivering ever-better products that reach over 10 million patients worldwide. It’s time for a career you can be proud of.

The Benefits Senior Manager, (Leave, Life Insurance and Disability)

Live

What you will do

Let’s do this. Let’s change the world. In this vital role the Benefits Senior Manager, (Leave, Life Insurance and Disability) will be responsible for oversight, operations, and delivery of all U.S. Leave of Absence (LOA) and Paid Time Off, Life Insurance and Disability, and Compliance programs.

Primary Responsibilities:

• Manage LOA, Life and Disability vendors to ensure delivery of accurate and timely benefits, in accordance with governing laws and company policies to eligible staff. Develop metrics to ensure vendor performance meets Amgen requirements.

• Provide management oversight and guide direct reports to resolve escalations/errors. Guide direct reports to provide appropriate and timely Return to Work information to Amgen's Occ Health.

• Subject matter expert on Federal, state, and local regulations to ensure compliance with mandatory leave and disability benefits. Ensure delivery of required LOA benefits is operationally sound, administratively feasible, and coordinates with Amgen's policies.

• Develop metrics to monitor the accurate delivery of LOA benefits, to audit and rectify any abuse of policies, if any, and to assist in refining LOA and disability benefit provisions to best support Amgen employees

• Support integration activities such as policy training for newly acquired staff and transition of active disability benefits, where required, to Amgen U.S. plans.

• Stays current on federal and state employment laws as it relates to leaves.

• Works with leave administration vendor to recommend process and technology improvements, draft communications.

• Coordinates with Benefits leadership, Staff Relations and Legal for leaves and/or leaves ending termination that result in litigation.

• Manages other activities as assigned.

Win

What we expect of you

We are all different, yet we all use our unique contributions to serve patients. The Benefits professional we seek will possess these qualifications.

Basic Qualifications:

Doctorate degree and 2 years of benefits or finance experience

Or

Master’s degree and 4 years of benefits or finance experience

Or

Bachelor’s degree and 6 years of benefits or finance experience

Or

Associate’s degree and 10 years of benefits or finance experience

Or

High school diploma / GED and 12 years of benefits or finance experience

Preferred Qualifications:

• Experience with large employer benefit plans with participants in multiple U.S. states.

• Strong critical-thinking and problem-solving skills – investigate and understand the underlying cause of an issue as opposed to fixing the matter at-hand.

• Strong working knowledge of federal and state laws affecting benefit programs and the associated regulatory filing and compliance requirements, including federal, Internal Revenue Service, COBRA, Family Medical Leave, and privacy laws.

• Ability to handle confidential employee information with discretion and sound judgment.

• Proactive, collaborative team member with excellent attention to detail and a strong sense of urgency and follow-through.

• Excellent communication, influencing, and interpersonal skills with the ability to work both independently and on teams.

• Strategic Vision

• Vendor management skills

• Working knowledge of HR business systems, such as WorkDay.

Thrive

What you can expect of us

As we work to develop treatments that take care of others, we also work to care for our teammates’ professional and personal growth and well-being.

Amgen offers a Total Rewards Plan comprising health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities including:

• Comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts.

• A discretionary annual bonus program, or for field sales representatives, a sales-based incentive plan

• Stock-based long-term incentives

• Award-winning time-off plans and bi-annual company-wide shutdowns

• Flexible work models, including remote work arrangements, where possible

Apply now

for a career that defies imagination

Objects in your future are closer than they appear. Join us.

careers.amgen.com

Amgen is an Equal Opportunity employer and will consider you without regard to your race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Salary Range

DESCRIPTION:

This position leads a team of desk property claims service professionals to deliver outstanding customer service and business results.

JOB RESPONSIBILITIES:

• Leads their team to achieve goals and objectives by communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards.
• Maintains staff by recruiting, selecting, orienting, and training employees; maintaining a safe and secure work environment; developing personal growth opportunities.
• Manage employee work schedules including assignments, training, vacations and paid time off, overtime and ensuring coverage for absenteeism.
• Contributes to the creation of strategic goals by gathering pertinent business, financial, service, and operations information; identifying and evaluating trends and options; choosing a course of action; defining objectives; evaluating outcomes.
• Maintains quality service by enforcing quality and customer service standards; analyzing and resolving quality and customer service problems; identifying trends; recommending process improvements.
• Appropriately communicates information through department meetings, one-on-one meetings, and appropriate email, IM, and regular interpersonal communication.
• Develops critical skillsets of their team as well as assisting their team with career development goals.
• Handles customer escalations, DOI complaints and claims with public adjuster or attorney representation.
• Contributes to business goals, performance metrics, and effectively uses tools & technology.
• Supports workload surges and/or catastrophe operations as needed to include working significant overtime during designated catastrophe events.
• Partners with internal resources to facilitate claims resolution.
• Provides authority approval and claim handling guidance when applicable.

MINIMUM REQUIREMENTS:

• Bachelor's degree or equivalent work experience.
• 2-3 years of desk property claims to include personal lines claim handling and customer service.
• Strong analytical and problem-solving skills.
• Strong customer service skills.
• Demonstrated knowledge of Microsoft Office products.
• Must be a team-oriented individual to work with clients, other team members, and internal partners.
• Availability to work after hours and on the weekend as needed.
• Excellent verbal and written communication skills.
• Current TX and FL adjuster license or ability to obtain TX and FL adjuster license.
• Enjoys working in a fast-paced environment and easily acclimates to changes in process/systems for overall improvement of the organization.
• Ability to learn new technologies.

PREFERRED REQUIREMENTS:

• Prior experience leading desk claims professionals.
• 1-2 years desk property claims management experience.
• College degree
• Prior customer service experience.

BENEFITS:

Eligibility to participate in the Comprehensive Benefits Package: Medical, Dental, Vision, Paid Time Off and Paid Holidays, in accordance with Company policy.

Job Type: Full-time

Benefits:

• Dental insurance
• 401(k)
• 401(k) matching
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Salary: 65,000.00 - 85,000.00

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Experience:

• Property Claims: 2 years (Required)
• Leaderhsip: 1 year (Preferred)

License/Certification:

• P&C or Adjuster License (Preferred)

WORKING CONDITIONS:

Work is conducted primarily in an indoor office environment with protection from weather conditions and with exposure to noise typical of an office or administrative setting.

TRAVEL REQUIREMENT:

Scheduled and non-scheduled travel is required in executing essential duties and responsibilities of this position. Flexibility in scheduling and travel, including potential extended overnight travel, is necessary to support any CAT efforts. Travel to facilitate client meetings, orientations, and resource allocation is required for large catastrophe events. 

PHYSICAL ACTIVITIES AND REQUIREMENTS:

Work requires light lifting (10 – 20 lbs.), standing, walking, stooping, kneeling, reaching, fingering (keyboarding) and repetitive hand motion, grasping, talking, and hearing at normal speaking levels. Work requires visual acuity to read and prepare data and figures, transcribe words and numbers, view information on a computer terminal, read, operate office machines, and determine the accuracy and thoroughness of work.

ABOUT ALLCAT CLAIMS SERVICE
Allcat Claims Service is an energetic company that places a high emphasis on learning and personal development by supporting and challenging its people to reach their full potential. As a result, Allcat Claims Service places a premium on quality control, quality adjusters, and being ahead of the technology changes. Most importantly, we pride ourselves on handling claims both professionally and ethically. Our commitment to “Raising the Bar” has allowed us to grow our client and adjuster relationships over the years into something special. The experience of our team and their work ethic is unparalleled in the claims industry. 

DESCRIPTION
This position provides auto claims service to customers using multiple communication channels. Within defined guidelines and framework, responsible for investigating, evaluating, negotiating and adjusting simple to moderately complex auto injury claims presented by or against a policyholder. The role will include confirming coverage, determining liability, evaluating injuries and equitably settling claims in compliance with all state and regulatory requirements. Works under minimal supervision to perform work assignments and problem resolution. Accountable for delivering a high level of service in every interaction through setting appropriate expectations, proactive communications, advice and empathy. This role will also provide the opportunity to utilize leadership and conflict management skills as you guide the customer through the claims and repair process. 

JOB RESPONSIBILITIES 

• Provides claims service via internal channels (phone/fax/email/mail) to policy holders and third-party customers on behalf of clients. 
• Adjust soft tissue, moderately complex Bodily Injury claims, PIP/Med Pay, UM/UIM and Personal Liability claims as well as all auto physical damage associated with those claims. 
• Identify, confirm, and make coverage decisions on soft tissue to moderately complex claims. 
• Investigate loss details, determine legal liability, evaluate, negotiate, and resolve claims within appropriate authority guidelines. 
• Clearly document thought process, investigation, evaluation, negotiation and settlement decisions. 
• Prioritize and manage assigned claims workload to keep policyholders and other involved parties informed and provide timely claims status updates. 
• Collaborate and support team members to resolve issues and identify appropriate matters for escalation. 
• May act as an informal resource for team members with less experience. 
• Acquires and applies basic knowledge of Property & Casualty insurance industry products, services, and processes to include P&C insurance policy contracts and coverages and the claim handling process and procedures. 
• Ability to maintain discretion in business relationships and exercise sound business judgement 
• Supports workload surges and/or Catastrophe operations as needed. 

MINIMUM REQUIREMENTS 

• High School Diploma or GED 
• 5+ years of auto casualty adjusting experience 
• 3+ years of bodily injury claims adjusting (non repd & attny repd- moderate/severe)
• Medicare/Medicaid experience
• Acquisition and maintenance of insurance adjuster license 
• Working knowledge and understanding of the auto claims contract as well as application of case law, state laws and regulations. 
• Computer literate in a Windows operating environment. 
• Strong customer service, phone, written communication & organizational skills. 
• Enjoys working in a fast-paced environment and easily acclimates to changes in process/systems for overall improvement of the organization. 
• Must be accurate and detail oriented. 
• Ability to learn new technologies. 
• Ability to work independantly
• Working knowledge of Microsoft Office applications, such as Outlook, Excel, Word and Teams. 

PREFERRED REQUIREMENTS 

• Bachelor’s degree 
• Insurance designation 
• 5+ years of claims adjusting 
• Guidewire Claim System expereince
• Fluent in English and Spanish: speak, read and write 

BENEFITS
Eligibility to participate in Comprehensive Benefits Package: Medical, Dental and Vision, Paid Time Off and Paid Holidays, in accordance with Company policy. 

Job Type: Full-time

Pay: $56,160 – $83,200 ($27.00 - $40.00 per hour)

Location: West Virginia

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.  

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 Vice President of Cybersecurity is responsible for establishing and maintaining a robust cybersecurity program and safeguarding the integrity of our credit union’s operations, member data, and financial assets. This role involves developing and implementing strategic initiatives to safeguard the credit union's digital assets, sensitive information, and critical systems. The Vice President of Cybersecurity will collaborate with executive leadership, IT teams, and other stakeholders to ensure the confidentiality, integrity, and availability of data and information.

Principle Duties and Responsibilities

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

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

• Profound understanding of cybersecurity frameworks, principles, technologies, and emerging threats to effectively safeguard Wellby’s information assets.

• Proficiency in risk assessment and management. This involves identifying, evaluating, quantifying, and prioritizing potential risks to make informed decisions on security measures.

• Stay abreast of relevant laws and regulations pertaining to data security and privacy. Ensuring compliance helps protect the organization from legal consequences and reputational damage.

• Be a champion of security awareness, promoting a culture of cybersecurity throughout the organization by educating team members about potential threats and best practices.

• Develop organization-wide cybersecurity communications, including to senior leaders. Create appropriate awareness of relevant threats, best practices and roadmap to mitigate these risks.

• Lead incident responses with appropriate executive communication, peer collaboration, and transparency for the best possible outcome.

• Manage the Identity Access Management platform to ensure policy and procedures are followed.

• Ensure cybersecurity leadership team is appropriately apprised of trends, new risks, and strategies.

• Lead security operations to ensure near real-time and zero-day threats are handled efficiently.

• Leads, establishes, and maintains a comprehensive technology resiliency program to provide business continuity during crisis and catastrophic failures.

• Develop and execute a comprehensive cybersecurity strategy aligned with the credit union's business objectives.

• Identify, assess, and prioritize cybersecurity risks to the credit union's operations and member data.

• Implement risk mitigation strategies and controls to minimize exposure to cyber threats.

• Develop and maintain an effective incident response plan, coordinating with internal and external stakeholders.

• Lead incident response efforts in the event of a cybersecurity incident, ensuring timely resolution and communication.

• Oversee the design and implementation of a robust security stack, which encompasses networks, systems, applications, and data.

• Stay abreast of emerging cybersecurity technologies and trends, evaluating their relevance to the credit union's security posture.

• Ensure compliance with relevant cybersecurity regulations, standards, and best practices.

• Collaborate with legal and compliance teams to address cybersecurity-related regulatory requirements.

• Conduct regular cybersecurity awareness campaigns to educate credit union members about safe online practices.

• Facilitates and manages the development, modification, and operation of security protocols including intrusion detection and prevention systems to protect information from breach or loss.

• Conducts periodic audits and due diligence checks of security protocols, evaluating systems for vulnerabilities.

• Recommends modifications to security protocols as required.

• Periodically briefs senior management on status of security system and protocols.

• Reviews reports of, and evaluates response to, any security incidents.

• Ensures that monitoring operations comply with all applicable government regulations and standards.

• Maintains current knowledge of emerging security threats, technical challenges, and developments.

• Performs other related duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of emerging security threats, technical challenges, and developments in system protection and IT security standards.

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

• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.

• Knowledge of personal computer, utilizing Microsoft Office Suite and other software’s.

• Knowledge  of the of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Control (OFAC) functions

• Knowledge of network design, architectures, protocols, standards, and technologies, such as LAN, WAN, VPN, SDN, cloud computing, wireless networking, etc.

• Knowledge of cyber security frameworks (including NIST 800-53), tools, techniques, and best practices.

• 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 machines.

• Ability to stay up to date with relevant laws and regulations pertaining to data security and privacy.

• Ability to align cybersecurity initiatives with overall business objectives, foresee evolving threats, and develop a proactive cybersecurity strategy.

• Ability to respond quickly and effectively to security incidents.

• Ability to communicate clearly and concisely, orally and in writing.

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

• Ability to coordinate several concurrent activities simultaneously.

• Ability to exercise independent judgment.

Supervisory Responsibilities

The team member has supervisory responsibilities

Complexity & Scope of Work

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

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

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

• Courses of action are determined by established procedures and/or the Chief Technology Officer

• 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 adequately cooled, heated, lighted, and ventilated area.

Minimum Qualifications

• Bachelor's degree in Information Technology, Computer Science, or related field required.

• Minimum ten (10) years of information systems and technology experience. One year of relevant work experience may be substituted for one year of required education.

• Minimum five (5) years of experience in cyber security, with proven expertise in risk assessment, threat intelligence, incident response, and compliance.

• Minimum five (5) years of progressively responsible experience in information technology leadership roles.

• Strong understanding of financial services regulations and compliance requirements.

• Proven track record of developing and implementing successful cybersecurity programs.

• Excellent communication and interpersonal skills for effective collaboration with internal and external stakeholders.

• Professional certifications such as CISA, CISSP, CISM, or equivalent preferred.

• Bondable

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.  

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:

As a Branch Manager with Wellby you will be a trusted advisor within the communities we operate. You will lead and mentor a team of retail Solution Specialists and drive growth in core deposits and loans. As a leader within your community you will position Wellby to be a primary channel of commerce and assist our members with making the right financial choices for their financial goals.

A Branch Manager leads a team of 12 – 16 team members on average.

The leader in this role will partner closely with cross-functional stakeholders and leaders to ensure best-in-class member experiences.

Essential Duties and Responsibilities

Leadership

• Provide coaching and insights that lead to an enduring organization, providing exceptional experiences.
• Ensure team members understand how they contribute to the end-to-end member experience and financial success.
• Conduct quarterly professional development conversations with team members, discussing next quarter’s development goals.
• Champion change with the team and around the organization.
• Remove barriers between business units and collaborate cross-functionally.

Member Experience

• Collaborate with Retail Experience leadership to propose training materials to executive leadership that will assist the Branch team members in successfully delivering on business goals.
• Identify opportunities to improve operational effectiveness.  Deliver recommendations to executive leadership.

Team Member Experience

• Ensure team members understand how to provide exceptional member experiences.
• Select team members for the Branch that align with low effort member experiences and continuously develop them to support our purpose.
• Benchmark team member performance with experience level and collaborate to support them in their professional development.
• Drive positive team member engagement through effective leadership practices.

Business Development

• Partner with the Business Development team and peer managers to develop local business development strategy.
• Participate in highly visible community events quarterly or more to increase Wellby’s visibility and enhance new and existing membership opportunities.
• Conduct outbound calls to members to gain a better understanding of their current and future financial needs.

Branch Success Metrics

• Lead the Branch to achieve or exceed business goals related to new members, deepening, member satisfaction, retention, quality, and availability.
• Achieve team member related business goals related to team member retention, engagement, and satisfaction.
• Drive team efficiencies through use of digital tools and resources.
• Ensure compliance with policies, procedures, security requirements, government regulations and ethical business practices.
• Performs other duties as assigned.

Qualifications and Experience:

• 2+ years credit union or bank retail banking experience
• 1+ years of leadership experience
• Some college hours of study
• Basic knowledge of retail product philosophy and regulations
• Proven member service, interpersonal and relationship building skills
• Ability to analyze member/prospect’s credit data and other financial information to provide product insights and considerations
• Thorough knowledge of retail product philosophy, policy, procedures, documentation, and systems preferred
• Teller experience preferred
• Personal banking experience preferred
• Escalation management experience preferred
• Vault management and supervisory experience preferred
• Small branch experience preferred
• Experience leading virtual/remote team members preferred
• Bachelor’s Degree in a Business-related field of study preferred
• Proven coaching/developing of high performing teams preferred
• Effective closing, deepening and referral skills preferred
• Willingness and ability to exhibit Wellby Core Values everyday.

Job Requirements:

• Must be able to stand or sit for prolonged periods.
• Must be able to remain in a stationary position 50% of the time.
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• 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 50 pounds across office and load onto shelves for various needs.

For All Candidates:

This is a Full-Time, Salary 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, click here for English / Spanish.

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 800-940-0708 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.  

Job Description

General Summary:

The Sr. Principal Oracle EBS Project Costing Lead will be a key technical resource in ensuring the planning and delivery of key commercial-off-the-shelf (COTS) and a wide range of custom solutions in support of their business partners in Accounting and Finance. The Business Engagement & Technology Senior Principal Analyst for Accounting will partner with business leadership in Accounting and Finance to develop capabilities and systems roadmaps that align to support business strategy. Additionally, the Business Engagement & Technology Senior Principal Analyst for Accounting will ensure team members maintain reliable, scalable and compliant systems that easily meet business needs by efficient delivery and enhancements that provides opportunities for developing and implementing innovative solutions and integrations.

Key Duties and Responsibilities:

• Become a trusted partner of the business leaders within their remit
• Understand their needs and vision, and deliver technology solutions to support and enable their goals and objectives
• Engage as a key participant in the strategic business planning process for their business partners
• Provide insights on how technology can improve business processes to enable operating efficiencies and support the achievement of business goals and objectives.
• Articulate and maintain a technology strategy to support and advance the business' objective. This strategy should factor in an understanding of future directions of the business area, as well as changes in the technology landscape.
• Execute the technology strategy by leading the evaluation, selection, implementation, and ongoing maintenance of technology solutions.
• Establish, track and report on project value drivers and financial impact
• Work closely with DTE Compliance, Internal Audit, and Quality Assurance groups as needed to ensure compliance with all appropriate regulations, as well as our DTE system lifecycle and change management requirements

Knowledge and Skills:

• Expertise in Oracle eBusiness Suite Project Accounting module with in-depth experience in Project Costing including budgeting, accrual, and expenditure capture – both internal costs from other Oracle modules as well as from integration, rule based general ledger account generation, capital asset creation and CIP cost collection functionality.

• Experience in other Oracle eBusiness Suite Financials Applications portfolio including General Ledger, Fixed Assets, Cash Management, Payables and Receivables modules.
• Experience in Financial close processes within Oracle eBusiness Suite.
• In-depth and specialized knowledge in the core disciplines of project management, business analysis, solution design, delivery and training
• Significant experience in building productive partnerships with business stakeholders and influencing them to take action
• In-depth and specialized understanding of the business, processes, and any appropriate regulatory environments
• Results oriented manager with a proven track record of on-time project delivery for large, complex projects with global stakeholders
• Exceptional written and verbal communication skills and ability to present in a clear and concise manner to all audiences
• Exceptional analytical, quantitative, problem-solving, and prioritization skills, including the development of business cases/ value propositions
• Substantial program/ project management, demand management, resource management and system life cycle expertise
• Strong analytical and problem-solving abilities including development of business case / value propositions
• Superior MS Office skills, including MS Project & Visio, Excel and PowerPoint Experience
• Strong experience in Agile methodology

Education and Experience:

• Bachelor's degree in technology discipline or equivalent
• Typically requires 9 years relevant business systems in the Life Sciences industry, or the equivalent combination of education and experience

Company Information

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 Lead Social Media Advisor will lead Wellby's social media strategy and contribute to marketing, public relations, and communication strategies. The Lead Social Media Advisor is a strong brand storyteller, effective content strategist, and proven social brand builder who understands the importance of having a strong social media presence in today’s digital marketing landscape.

The Lead Social Media Advisor is responsible for the daily, end-to-end execution of social media content and campaigns, content creation and optimization, channel growth, online reviews, and reporting. This individual must possess a deep love for social media and the latest content trends, be highly creative while also ready to analyze the social media efforts through data.
 

Principle Duties and Responsibilities

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

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

• Develop and oversee a comprehensive social media strategy, aligning with the company's core values and marketing objectives.

• Create and manage a master implementation plan for all corporate social media platforms, ensuring up-to-date practices and brand consistency.

• Lead the day-to-day management of social media campaigns and content, including content approval, deadline management, and ensuring brand voice consistency.

• Coordinate with various departments, such as Retail and Lending, to communicate campaigns effectively and manage change.

• Collaborate with the Marketing & Communications teams to produce engaging content across social media channels.

• Supervise the creation of text, images, and videos, ensuring adherence to brand guidelines and quality standards.

• Define, track, and analyze key performance indicators (KPIs) for social media strategies to assess effectiveness and drive continuous improvement.

• Implement and refine testing and user experience methodologies for both organic and paid social media components to optimize campaign performance.

• Manage multiple social media accounts, interacting with members and stakeholders to foster a positive community experience.

• Build and maintain relationships with social media influencers, including contract negotiations and collaboration on events and content.

• Participate in on-site internal and external events to capture compelling photography and create engaging live posts for various social media channels.

• Drive innovation in paid social and retargeting strategies through audience segmentation and personalization.

• Stay abreast of the latest trends in social media marketing, sharing insights with the team and serving as an expert advisor within the organization.

• Demonstrate effective teamwork through clear communication, collaboration, reliability, and commitment to collective goals.

• Engage in continuous learning and professional development to enhance skills and contribute to the team's success.

• Manage the social media calendar, balancing various types of content to maximize follower engagement.

• Create engaging and diverse social media content across various locations, adapting to different settings and contexts to enhance the brand's outreach and relatability.

• Oversee special projects and perform additional duties as assigned, supporting the organization's evolving needs.

 Knowledge, Skills, and Abilities (KSA)
 

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

• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.

• Knowledge of personal computer, utilizing Microsoft Office Suite.

• Knowledge of social media and marketing best practices and U.S. laws.

• Knowledge of social media marketing measurement and metrics.

• Knowledge of different specifications and format requirements for social media platforms.

• Knowledge of brand identity and standards with a focus on design campaigns and experiences.

• 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 machines.

• Ability to work effectively across organizational departments and functions to achieve strategic goals.

• Ability to thrive in a fast-paced team environment and manage time well.

• Ability to communicate clearly and concisely, orally and in writing.

• Ability to motivate others and to work in a large cross-functional team dynamic.

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

• Ability to coordinate several concurrent activities simultaneously.

• Ability to be mobile, in the office and on location.  

Supervisory Responsibilities

• Team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member performs a number of 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 the Director, Marketing

• 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

• Bachelor’s degree in online marketing, marketing, journalism, public relations, communications, a related field required.

• Minimum four (4) years’ experience in social media marketing, social content creation, and using online marketing programs to acquire new members.

• Minimum three (3) years’ experience handling medium-sized social media budgets.

• Expert in successfully managing strategic social media campaigns on Facebook, LinkedIn, Twitter, Instagram, YouTube, and other online platforms.

• Proficiency with Google Analytics, Facebook Insights, Facebook Business Manager, YouTube Insights and Twitter Analytics.

• Experience with Sprout Social or other marketing platforms, including Salesforce and Hubspot.

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

• Bondable

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, 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 an employment contract and are subject to change at the discretion of the Company.