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Job Description Position Title: Financial Planning Consultant Reports to: Sr. Vice President Department: Simplicity Wealth: Planning Location: 475 Springfield Avenue, Summit, NJ (in-office) Classification: Full-time/Exempt Summary / Job Objective: We have a current opening for our internal Financial Planning Team. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to many areas of financial services with a primary focus on creating Investment Proposals and conducting investment portfolio analysis for affiliated Financial Advisors using our proprietary technology platform. This is not a “Financial Analyst” position. This is focused on helping Independent Financial Advisors get properly Invested in the Stock Market. Essential Job Functions: Inbound and outbound Client Service, Financial Holdings Review, Investment Proposal Generation & Planning, Quality Assurance, Internal Projects and Advisor Coaching & Training. Primary Responsibilities: · Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video). · Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting. · Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform. · Services planning-related requests with a focus on providing a high quality & responsive experience. · Extensive communication with internal and external clients using email and phone. · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone. · Conducts educational Webinars to continue to educate and teach Advisors Planning best practices. · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs. · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated. Qualifications: · Bachelor’s degree · 2+ years’ experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) (Required) · Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc) · Industry Licenses preferred: Series 65, CFP, CHFc or willingness to obtain any of these is a plus · Favors direct communication & possesses an ability to receive constructive feedback · Able to uphold the firm’s purpose, vision, and values and has high ethical standards Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills · Strong mathematical and analytical skills · Excellent communications skills; both verbal and written · Collaborative and able to work effectively with others · Flexible team player who is highly adaptable to change and open to new ideas · Personable attitude and willingness to build relationships with Advisors · Desire to learn a wide array of subject matter · Self-starter with ability to work independently · Problem-solving/troubleshooting ability · Ability to prioritize and/ or seek assistance in determining task priority · Willingness to take initiative and proactively follow up with clients without being asked Compensation & Benefits: Compensation (based on experience & licenses) • Annual base salary: $65,000 -$80,000, exempt, • Annual performance bonus target: 10%, • Variable / Team Compensation eligible Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking *This role is an in-office position: 475 Springfield Ave, Summit, NJ 07901 \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Alternate Concepts, Inc. (ACI) and Herzog Transit Services, Inc. (HTSI), collectively the ACI-Herzog Joint Venture, along with our key subcontractors are seeking applicants for the Hudson Bergen Light Rail operation located in Hudson County, New Jersey. ACI was founded in 1989 with their corporate office located in Boston, MA and Herzog founded in 1969 with corporate offices located in St. Joseph, MO and Fort Worth, TX. Combined, our companies provide FRA/FTA compliant transportation, equipment maintenance, dispatching, right-of-way maintenance, facility maintenance and dispatching services for 20 distinct client properties. In addition to the Joint Venture being the upcoming operator/maintainer of the Hudson Bergen Light Rail, we currently jointly operate the Tren Urbano heavy rail service in San Juan, Puerto Rico and the CTDOT’s Hartford intercity service in Connecticut. ACI-Herzog Joint Venture, along with our key subcontractors, are currently seeking a Full-Time Operations Control Center (OCC) Staff Analyst to join our team. The pay rate for this position is $60K to 80K annually. ACI-Herzog Joint Venture offers a competitive benefits package for eligible employees, including paid-time-off, medical, dental, and vision coverage; employer-paid life and AD&D insurance; short-term and long-term disability coverage; and a 401(k) retirement savings plan. Voluntary employee-paid benefits include supplemental life and AD&D insurance, critical illness, hospital indemnity, and accident coverage. The Operations Control Center (OCC) Staff Analyst serves as the principal analytical and operational support resource for the Transportation Department and Operations Control Center. The position is responsible for collecting, validating, analyzing, and reporting operational performance data used to measure the safety, reliability, efficiency, and effectiveness of HBLR rail operations. Working closely with Transportation Management, OCC Controllers, Transportation Managers, Maintenance departments, Safety & Training, and NJ TRANSIT, the Staff Analyst develops operational performance reports, evaluates service trends, analyzes delays, monitors on-time performance (OTP), and provides data-driven recommendations to improve operational performance and customer service. The position also serves as a technical resource for HBLR's Operations Control Center by maintaining operational databases, validating incident reporting systems, supporting performance management initiatives, and assisting with special studies, Corrective Action Plans (CAPs), Capital Asset Replacement Program (CARP) initiatives, executive presentations, and operational improvement projects. The position will report to the Office of the Asset Manager, with a dotted-line reporting relationship to Operations, and will be assigned various duties and special projects as directed to support organizational and operational objectives. Essential Duties and Responsibilities: Operations Performance Analysis • Collect, review, validate, and analyze operational performance data., • Prepare daily, weekly, monthly, quarterly, and annual performance reports., • Monitor On-Time Performance (OTP), delay trends, service reliability, railcar utilization, customer impacts, and operating statistics., • Perform statistical analysis of operating performance and identify opportunities for improvement., • Develop executive dashboards and Key Performance Indicators (KPIs)., • Perform other duties and special projects as assigned by the Office of the Asset Manager, including supporting cross-functional initiatives, operational studies, performance improvement efforts, and other organizational priorities as needed. Operations Control Center Support • Serve as the primary analytical resource supporting the Operations Control Center., • Review Service Advisories, RiSC reports, EAM records, incident reports, and operational databases for completeness and accuracy., • Verify delay coding and ensure consistency between operating systems., • Identify discrepancies and coordinate corrective actions with OCC personnel., • Assist Transportation Managers by serving as operational support during periods of heavy workload or emergency operations. Database Management • Maintain operational databases supporting Transportation performance reporting., • Develop database queries and reporting tools., • Perform quality assurance reviews of operational data., • Create monthly database tables and statistical reports., • Maintain historical operating records for trend analysis. Reporting and Executive Support • Prepare Weekly Performance Reports., • Prepare Monthly Operating Reports., • Develop presentations and briefing materials for executive management., • Support NJ TRANSIT reporting requirements., • Prepare reports supporting Executive Staff meetings and operational reviews. Operational Analysis • Conduct detailed analysis of delays, incidents, service disruptions, and operational performance., • Evaluate trends affecting customer service and system reliability., • Recommend operational improvements using data-driven methodologies., • Participate in special studies involving running times, scheduling, terminal operations, staffing levels, service planning, and operational efficiency. Safety and Regulatory Support • Support Safety Management System (SMS) initiatives through operational data analysis., • Assist in development of Corrective Action Plans (CAPs) and Corrective Action Review Process (CARP) documentation., • Analyze operational events and identify recurring trends requiring management attention., • Support investigations involving operational incidents and service disruptions. Other Duties • Serve as backup support to Transportation Managers when required., • Participate in emergency operations as assigned., • Perform other duties as assigned. Required Qualifications: • Bachelor's Degree in Transportation, Business Administration, Public Administration, Data Analytics, Engineering, Computer Science, Statistics, or related field. Equivalent experience may be substituted., • Minimum of 3 years of progressively responsible experience in transit, railroad, subway, or light rail operations., • Thorough knowledge of Operations Control Center functions and rail operations., • Familiarity with rapid transit, subway, commuter rail, or light rail operating practices., • Strong analytical and statistical skills., • Experience interpreting operational performance data., • Excellent written and verbal communication skills., • Advanced proficiency with Microsoft Excel, Word, PowerPoint, and database applications., • Experience developing executive reports and presentations., • Ability to manage multiple projects and meet strict reporting deadlines. Preferred Qualifications: • Experience in an Operations Control Center., • Experience with RiSC, EAM, Trapeze, CAD/AVL, or comparable transit management systems., • Java, Google suites, Slack, Canva, Excel, Access, SPSS, SQL, Python, HTML, Microsoft Suite, Crystal Reports, and Power BI., • Knowledge of FTA Safety Management System (SMS) principles., • Experience with transit performance metrics, delay analysis, and operational dashboards., • Experience supporting executive management with operational performance reporting. Location and Availability Requirements: • Must reside, or be willing to relocate, within one (1) hour of the Hudson-Bergen Light Rail system in Jersey City, NJ., • Must be available to support emergency operations, special events, and after-hours assignments as operational needs require. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. • The employee must be able to distinguish between visual colors., • While performing the duties of this job, the employee is regularly required to stand, walk, sit; use hands to finger, handle or feel; reach with hands and arms; climb or balance; stoop; kneel, crouch, or crawl; talk or hear; and taste or smell., • Specific vision abilities required by this job include close vision, and ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. • While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts and outside weather conditions. The noise level in the work environment is usually moderate. Why Join Our Team? The OCC Staff Analyst plays a critical role in helping HBLR achieve operational excellence. Through the analysis of operational data, performance trends, and service reliability metrics, this position directly supports executive decision-making, improves system performance, strengthens customer service, and advances the safe and efficient operation of one of the region's premier light rail systems. AHJV reserves the right to revise this job description from time to time. NOTE: The above statements are intended to describe the general nature and level of work performed by employees assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees assigned to this job. It is the policy of ACI-Herzog Joint Venture to provide equal opportunity in employment for all qualified individuals regardless of race, color, religion, ethnicity, national origin, ancestry, disability, medical condition, age, citizenship, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, genetic information, military status, veteran status, and any other characteristic protected by law.

Job DescriptionDescription: About Children’s Specialized ABA Children’s Specialized ABA is part of the Children’s Specialized Hospital Autism Center of Excellence. We serve children with ASD by combining clinical innovation, whole-child care, and personalized therapy.? At Children’s Specialized ABA, we envision a future where every child diagnosed with autism has access to innovative and compassionate care, empowering them to thrive and reach their full potential. Our vision is built on four core values: • Inclusivity: We celebrate the diversity within the Autism spectrum and are committed to creating an inclusive environment that respects and values each person’s individual strengths and differences., • Innovation: We foster a culture of creativity and collaboration, exploring new ideas to develop personalized solutions that enhance quality of life for all children with Autism., • Connection: We actively engage with the health systems and broader community to coordinate services and care for people with Autism., • Quality and Safety: We invest in research and training to provide cutting-edge, effective, safe, and personalized services tailored to the unique needs of those we serve. Join Us as a Lead BCBA in our Social Connections Program! The Lead BCBA serves as the primary clinical leader for the after-school Social Connections Program while maintaining a center-based daytime caseload. This role combines clinical responsibilities with program oversight, staff development, quality assurance, and implementation support. The Lead BCBA supports participant placement, coaches staff, monitors treatment fidelity, and ensures individualized treatment goals are integrated into meaningful social learning opportunities. During program startup and growth, the Lead BCBA may also provide direct case oversight as additional BCBAs are hired and trained. This position collaborates with clinical, program development, and operational leadership to support program quality, growth, and long-term sustainability. About the Social Connections Program The Social Connections Program is a center-based, after-school ABA program for school-aged learners that combines individualized treatment with structured peer interactions. Through engaging social activities, learners build communication, social, emotional regulation, adaptive, and problem-solving skills in a supportive and collaborative environment. As a Lead BCBA, you will work a schedule of 10:45 a.m. to 7:15 p.m., providing clinical leadership and support during the program’s after-school service hours. What You'll Do: Direct Clinical Responsibilities • Maintain direct BCBA service delivery and billable activity in alignment with organizational expectations, • Conduct comprehensive behavioral assessments and reassessments, including Functional Behavior Assessments (FBAs) and skills assessments, to identify target behaviors, • Train and supervise Behavior Technicians (BTs), Registered Behavior Technicians (RBTs), and other team members on intervention strategies., • Review and analyze clinical data regularly to guide treatment decisions and improve client outcomes, • Provide ongoing training and support to families, caregivers, and relevant stakeholders in behavioral strategies, • Provide treatment that is in accordance with BACB’s guidelines, policies, procedures, and ethical standards set forth by the Company Clinical Leadership • Serve as the primary clinical leader for the Social Connections Program ensuring fidelity of ABA programming across the center, • Ensure clinical practices are evidence-based, ethically implemented, and aligned with organizational and regulatory standards, • Provide program leadership through effective management of clinical operations, staffing, organizational priorities, and interdisciplinary collaboration, • Support participant placement and group composition to foster meaningful and mutually beneficial social skills groups, • Guide the development and implementation of clinical policies and procedures to ensure alignment between best clinical practices and operational decisions, • Serve as the clinical lead for escalated families, addressing compliance issues and complex clinical concerns, • Develop and deliver CEU training for BCBAs to maintain certification and build clinical skills Supervision and Staff Development • Support onboarding, orientation, and ongoing training for clinical staff, • Provide leadership oversight, coaching, and performance feedback for assigned direct reports, • Conduct semiannual performance evaluations, identify individual development goals, and monitor quarterly and annual KPIs to ensure productivity and high performance of assigned direct reports, • Lead clinical meetings and promote a culture of collaboration, professional development, and clinical excellence, • Serve as the response supervisor for BCBAs, RBTs, and trainees pursuing certifications, providing clinical oversight through regular observation, feedback, coaching, and mentorship Program and Operational Oversight • Collaborate with Intake Department, operational leadership, and other relevant stakeholders regarding program operations and clinical needs, • Support implementation of the Social Connections Program framework, curriculum, and activity schedules, • Participate in interviewing, hiring, and onboarding of BCBAs, RBTs, and other program staff, partnering with HR and leadership on selection decisions, • Manage clinical capacity planning, staffing needs, and participant placement to support program operations and growth, • Coordinate with scheduling and intake partners on client start dates and smooth case transitions, • Monitor program quality, consistency, and learner outcomes, • Participate in interdisciplinary team meetings and program planning initiatives, • Support program development, continuous quality improvement initiatives, and expansion efforts Other Duties • Perform other duties as assigned consistent with scope of certification, licensure, and professional competence, • Complete special projects and additional duties as assigned by the executive leadership team What You'll Need • Master’s degree in Applied Behavior Analysis, Psychology, or a related field, • Board Certified Behavior Analyst (BCBA) in good standing, • Licensed Behavior Analyst (LBA) in state providing services, if applicable, • Completion of BACB-approved supervision training, • 3+ years of BCBA experience in supervisory, leadership, or quality-focused role, • Minimum of one year of relevant job-related experience, including providing supervision, coaching, and performance feedback to clinical staff within a social skills group setting, • Experience working in Electronic Health Records, preference given to those with CentralReach experience Work Location & Hours: This is an on-site position based at our Clark, NJ Early Intervention Center. The standard work schedule is Monday through Friday, 10:45 a.m. to 7:15 p.m. EST. The Lead BCBA is expected to maintain a 20-hour weekly billable caseload while providing clinical leadership, mentorship, and oversight to ensure high-quality service delivery and positive client outcomes. Here’s what you can expect: • Up to 19 paid days off in your first year (including PTO, sick time, and holidays); earned on an accrual basis, paid time off increases with tenure, • Comprehensive benefits including FREE medical (for employee, buy-up for dependent/partner coverage), voluntary dental, vision, short-term disability, critical illness coverage, and more!, • Free 50k life insurance policy., • Free Employee Assistance Program (EAP)., • 401(k) retirement savings plan, • Company discount program – discounts of amusement parks, memberships, cruises, movie tickets, spas, sports ticks and more Compensation The expected salary range for this role is $110,000-$112,000 per year. Hourly bonus rate: $80–$90/hr for billable hours beyond your weekly goal. Final compensation will be based on a range of factors, such as your skills, education, experience, certifications, market conditions, and internal equity. All offers are made in alignment with applicable federal and state laws. Children’s Specialized ABA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Requirements:

At FEI Systems, we create innovative technology solutions to improve the delivery of health and human services because we know when cumbersome administrative processes stand in the way, those who need it most are often left without access to proper care and support.From comprehensive case management

In an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, finance and global business services leaders recognize the opportunity to better serve the enterprise, shareholders, customers, and regulators. Deloitte helps navigate this complexity by bringing deep industry insights and integrated solutions to achieve business objectives. From strategy to technology to operations, and across workforce, risk, assurance, and tax, Deloitte helps drive value along the Finance Transformation journey. Work you'll do As a Profitability Costing Allocations Senior Consultant, on the Business Finance team, you will be responsible for: • Assessing client costing and profitability processes to identify business challenges and develop solutions aligned to finance transformation objectives, • Analyzing and visualizing structured and unstructured data to deliver actionable insights for planning, forecasting, and performance management, • Leveraging AI enabled tools (e.g., Claude) to drive delivery transformation, • Modeling and optimizing financial performance using SAP Profitability and Performance Management (PaPM), Oracle Profitability Cost Management (PCM) and advanced costing methodologies, • Developing business requirements, prototypes, and solution designs leveraging automation and artificial intelligence-enabled technologies, • Managing client engagement activities, workstream deliverables, and collaboration across finance, business, and technology stakeholders A successful candidate would possess these skills: • Ability to work independently and collaborate as part of a team, • Effective written and verbal communication skills, • Meticulous attention to detail and quality of work product, • Ability to build and sustain professional relationships, • Ability to lead projects or workstreams, • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment, • Strong interpersonal skills and professional demeanor, • Ability to meet deadlines, • Ability to provide clear guidance to others The team Deloitte's Finance Transformation offering helps finance and global business services leaders navigate an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, and recognize the opportunity to better serve the enterprise, shareholders, customers, and regulators. Within the Finance Transformation offering, our Business Finance team helps drive strategic value through financial planning, forecasting, and analytics capabilities. By leveraging next-gen processes, scalable data platforms, and AI, our team delivers accurate, timely, and actionable insights. Qualifications Required: • Bachelor's degree, • 4+ years of experience in finance transformation, profitability reporting, costing, and allocations, • 3+ years of experience building cost or profitability models using specialized costing or profitability solutions, • 3+ years of experience working with SAP S/4HANA, Oracle, or both, • 2+ years of experience extracting and transforming data and producing descriptive analytics, • Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve. Limited immigration sponsorship may be available. Preferred: • Master's degree in Business Administration, Finance, Accounting, Economics, Statistics, or Mathematics, • Experience with data transformation, reporting architecture, or finance data management, • Experience supporting finance operating model, shared services, or global business services transformation initiatives, • Experience with structured testing, user acceptance testing, or deployment support for finance technology implementations, • Professional certification such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA) The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $118,700 - $218,600. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.

Arete Technologies, Inc. offers a set of innovative consulting and outsourcing services, bridging the gap between requirements and outputs of various dexterous and facile companies worldwide. The thrust of providing global deliverables with focus on providing paramount and unsurpassed services combined with cost saving solutions to the clients. We understand the business requirements in the present day corporate scenario and aspire to provide world-class services enabling the organization to burgeon and flourish while keeping the work-life balance intact. The global delivery mechanism followed at Arete Technologies, Inc. saddles proficient schemas and unconventional channels to provide one-stop solutions for all your workforce needs. Our team is an exquisite amalgamation of vast experiences of over 30 years in IT consulting and staffing industry. Connoisseurs in the field of staff augmentation for IT, we operate on a 24 by 7 model with an aim of providing affordable and adept professionals with an assurance of satisfaction for both consultants and clients. We are pre-eminent service providers in the field of staff augmentation, IT consultancy, software development, web development providing unexcelled services and focusing on both the employers and employees. MUST HAVE: Required qualifications: Undergraduate degree in IT, business management or healthcare-related field 7+ years of demonstrated experience as a business analyst 3+ years of healthcare data claim content experience. Must be familiar with claim structure data components and relationships 1+ years of experience working knowledge of administrative claims data and medical coding systems Preferred qualifications: Deep understanding of health care industry concepts (cost of care, health risk, quality of care, etc.) Familiarity with analytic grouping methodologies, including Symmetry ETG, ERG, EBM Connect, and DRG 5+ years working in a health care setting, preferably in a managed healthcare company Experience with statistical concepts Experience with project and/or product management and lifecycles Experience with Agile / Scrum and other SDLC methodologies Local candidate only

Job ID: 25545274Reference Number: 25-00474Title: Appian Business AnalystLocation: Iselin, NJ, 08830Posted Date: 2025-05-19Contact: Devita GonsalvesContact Email: devita@hanstaffing.comContact Phone: (551) 795-0621Company: HAN Staffing Job Title: Appian Business Analyst Location : Texas/New York/UTAH (Remote option available) Note: Looking for a BA from the last 6+ yrs with some technical background with Appian – looking for Techno Functional BA with Cards, chargeback, authorization and settlement, payment dispute (gateway) and payment domain. Job Summary Seeking a proactive and detail-oriented Business Analyst to lead the modernization of our Disputes project using the Appian platform. This critical role bridges the gap between business needs and technical capabilities, driving process improvements and innovative technology solutions. The ideal candidate thrives in a dynamic environment, excels at analyzing complex workflows, and is passionate about leveraging low-code platforms to transform legacy systems. In addition, a strong understanding of credit card systems—particularly dispute management and chargeback processes for Visa and Client—is essential. Key Responsibilities Requirement Gathering & Analysis: Engage with key stakeholders—including business users, IT teams, and subject matter experts—to collect and document comprehensive business requirements. Translate business needs into functional specifications, user stories, and detailed process flows for technical implementation. Process Analysis & Improvement: Evaluate existing dispute management processes to uncover inefficiencies and areas ripe for modernization. Develop and propose process enhancements that utilize Appian's robust capabilities, ensuring improved efficiency, compliance, and user experience. Credit Card Systems Expertise: Utilize in-depth knowledge of credit card systems, with a focus on disputes and chargeback processes aligned with Visa and Client guidelines. Analyze current practices in relation to industry standards and recommend improvements to maintain compliance and optimize operations. Solution Design & Implementation: Collaborate with the technical team to design, test, and implement modernized solutions on the Appian platform. Oversee the integration of new processes into existing workflows, ensuring smooth transition and minimal disruption. Stakeholder Communication & Training: Serve as the primary liaison between business units and IT, ensuring clear and consistent communication throughout the project lifecycle. Prepare training materials and lead training sessions for end-users to promote effective adoption of the new system. Quality Assurance & Continuous Improvement: Develop test plans and participate in system testing to validate that solutions meet business requirements. Monitor and assess post-implementation performance and bring forward recommendations for further optimization. Project Management Support: Identify, mitigate, and communicate project risks and issues while ensuring alignment with strategic goals. Technical & Analytical Skills: Solid understanding of business process mapping, requirements elicitation, and functional specification development. Ability to translate complex business challenges into streamlined technical solutions using modern digital tools. Proficiency in agile methodologies and project management best practices. Soft Skills: Excellent communication and interpersonal skills with the ability to work with diverse teams. Strong analytical mindset with keen attention to detail and problem-solving capabilities. Self-motivated, proactive, and able to manage multiple priorities in a fast-paced setting. Qualifications Education: Bachelor's degree in Business Administration, Information Technology, or a related field. Master's degree or MBA is a plus. Certifications (Preferred): Business Analysis certifications (e.g., CBAP, PMI-PBA) Appian-specific certifications or equivalent experience with other low-code platforms. Experience: Minimum of 8-10 years' of experience in business analysis, with a proven track record in technology modernization projects. Demonstrated experience with low-code platforms; prior exposure to Appian is highly preferred. Demonstrated understanding and practical experience in credit card systems, specifically in handling disputes and chargeback processing in adherence with Visa and Client standards. Familiarity with dispute management systems or card services is an asset.

Job ID: 94263434048Posted: 2026-08-21Location: Jersey City, New Jersey, United StatesSalary: $176,720.00 - $265,080.00Category: Technology, Applications Development, ProfessionalCompany: CitiOverview of Citi:Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services.Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We’ll enable growth and progress together.Overview of the Role:Applications Development Technology Senior Lead Analyst is a senior level position responsible for establishing and implementing new or revised application systems and programs in coordination with the Technology Team. The overall objective of this role is to lead applications systems analysis and programming activities.Responsibilities:This is a Senior Technology position role in Futures Brokerage space in New Jersey, USAUtilize in-depth knowledge and skills across multiple Applications Development areas to provide technical oversight across systems and applicationsReview and analyze proposed technical solutions for projectsThe candidate will be responsible for collaborating with BA/PMs, Operation and Product managers within Futures Brokerage space.The candidate will work closely business & operations to create product rollout plans, gather business & functional requirements, Get knowledge of end to end flows of Future Clearing and Brokerage space and identify the best approach to migrate clients/flows, come up with iterative approach of rollout, validate use cases, work with vendor and chair weekly project team meetings with stakeholders. The lead will be responsible for building relationship with Production Development group in London and New Jersey and work with Development leads in Pune and deliver project milestones. Ability to work with senior business and technology stakeholders will be a key to success for this role.Lead integration of functions to meet goals, deploy new products, and enhance processesAnalyze complex business processes, system processes, and industry standards to define and develop solutions to high level problemsProvide expertise in area of advanced knowledge of applications programming and plan assignments involving large budgets, cross functional project, or multiple projectsDevelop application methodologies and standards for program analysis, design, coding, testing, debugging, and implementationUtilize advanced knowledge of supported main system flows and comprehensive knowledge of multiple areas to achieve technology goalsConsult with end users to identify system function specifications and incorporate into overall system designAllocate work, and act as an advisor/coach developers, analysts, and new team membersInfluence and negotiate with senior leaders and communicate with external partiesAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications:12+ years of application development and leadership experience in the financial services domain with hands on experience in Full Stack Java + OracleExperience on solving performance issues of the flow ( including DB , ingestions, exposure) Good understanding of CI/CD processes , Scrum and JIRAGood communication and stakeholder management skillsDeep understanding of ETD(Exchange Traded Derivatives) clearing workflows, including trade lifecycle management, brokerage, cash, and collateral workflows.Proven experience integrating clearing systems with books and records platforms to ensure seamless data flow and reconciliation.Expertise in cloud-native development principles and practices, designing and building highly resilient, scalable, and observable services/systems in a cloud environment.Strong communication and collaboration skills, with the ability to effectively interact with internal technology teams, external vendors, and clearinghouse representatives.Extensive experience with post-trade processing systems and technologies.Demonstrated knowledge of client core business functionsDemonstrated leadership, project management, and development skillsRelationship and consensus building skillsFamiliarity with AI tools and use AI tools for day to day tasks to ensure performant and faster development.Education:Bachelor’s degree/University degree or equivalent experienceMaster’s degree preferredDeliver development project end to endQuickly grasp/master new requirements and related knowledgeManage tight deadlines or unexpected requirement changes Ability to learn/understand technical implications of system designTeam player in solid/matrix reporting organizationsWillingness to ask questions, challenge the process and seek out answersAbility to work independently, multitask, take ownership and drive strategyHelp other developers, and QA leads to formulate a test planWork with operations in EMEA, APC and NAM Own the migration project plans and current statusConduct release retrospect meetings to continuously improve the processBridge the gap between development and business leadsLiaise with Quality Assurance Testers to ensure functionality meets expectationsContribute ideas on technology and process to ensure the team is productive and successfulOwn the documentation Wiki page for the project Work with Global team (NY, London, Singapore) and open to attend evening calls as needed------------------------------------------------------Job Family Group: Technology------------------------------------------------------Job Family:Applications Development------------------------------------------------------Time Type:Full time------------------------------------------------------Primary Location:Jersey City New Jersey United States------------------------------------------------------Primary Location Full Time Salary Range:$176,720.00 - $265,080.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.------------------------------------------------------Most Relevant Skills Please see the requirements listed above.------------------------------------------------------Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------Anticipated Posting Close Date:Jun 11, 2026------------------------------------------------------Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View Citi’s EEO Policy Statement and the Know Your Rights poster.

Genesis10 is currently seeking a Business Analyst for a contract position with a Global Financial Institution located in Jersey City, NJ. This is a 12+ month contract opportunity. This role involves preparing deep analysis of data and determining the best way to represent it visually to managers and stakeholders. The successful candidate will develop and implement data analysis systems, conduct full lifecycle analysis, and manage project risks to achieve business solutions within a financial services environment. • Prepare deep analysis of data and then determine the best way to represent it visually to managers and stakeholders, • Develop and implement data analysis, data collection systems, and other strategies that optimize statistical efficiency and quality, • Ensure quality assurance and proper process documentation, • Interpret data, analyze results using statistical techniques, • Conducting full lifecycle analysis to include requirements, activities, and design, • Prepare materials to present to stakeholders or technology, both visually and in textual form, • Manage project risk, • Proactively identify and engage key project stakeholders/partners to avoid unanticipated issues and gaps during project execution, • Proactive status reporting and key issues, • Weekly and monthly reporting on project details and status to various stakeholders, partners, PMO, tech execs, etc, • Effectively directs internal and external resources to achieve business solutions within project guidelines, • 7 years of experience in financial services, • Knowledge of Software Development Life Cycle and Agile methodology, • The ability to effectively communicate with both the business and technology, • The ability to communicate within a multi-disciplined team, across multiple locations and time zones, and to interact with demanding business users, • A flexible, hardworking, and "can do" attitude; comfortable working in a fast paced environment with frequent release cycles and rapidly changing priorities, • Excellent communication skills, both verbal and written, are required, • Ability to handle pressure/conflict Pay range: $60.42 - $68.42 per hour Only candidates available and ready to work directly as Genesis10 employees will be considered for this position. If you have the described qualifications and are interested in this exciting opportunity, please apply!

AEGIS Insurance Services, Inc. ("AEGIS") has an immediate opening for an Operations Senior Analyst who supports the day-to-day operations of accounts payable and accounts receivable and provides service to internal customers and external vendors. • Minimum 2 years of accounts payable or accounts receivable experience, • Undergraduate degree in accounting, business or related field desired, • Ability to investigate and resolve accounts payable and accounts receivable issues, • Applied knowledge of basic accounting principles and accounts receivable and payable process flows, • Proficiency with Microsoft Office, specifically Excel, • Experience with Workday Financials, Oracle, NetSuite, or similar financial systems a plus, • Collaborative Communications and Behavior: Develops and maintains effective working relationships as a team member and across divisions; readily collaborates and shares information, seeks and provides constructive feedback, and supports a respectful workplace, • Initiative and Accountability: Proactively addresses opportunities to enhance AEGIS' people, processes, products, and services, takes ownership for one's responsibilities by acting with integrity and in the best interest of the organization and stakeholders, • Quality-Focused: Demonstrates a solution-focus, displays thoroughness and accuracy through quality deliverables, and demonstrates persistence and perseverance in achieving concrete and tangible outcomes, • Service-Oriented: Conveys a genuine desire and ability to anticipate and meet customer needs and creates and nurtures mutually beneficial relationships within AEGIS and with AEGIS Members and brokers Operations and Reporting Accounts Payable: • Monitor daily A/P payment and T&E reimbursement requests for timely and accurate processing and cash settlement, and verify that the requests follow the proper approval flows, • Process overflow A/P payment and T&E reimbursement requests and serve as backup, • Ensure that internal and external customers are highly satisfied with our service, • Review supplier invoice and expense journal activity to ensure accurate coding to the general ledger Accounts Receivable: • Monitor daily cash receipts, cash application and unapplied cash, • Help investigate and research unidentified cash received; troubleshoot more complex scenarios, • Process overflow A/R activities and serve as backup, • Review A/R journal activity to ensure accurate coding to the general ledger, • Ensure that internal and external customers are highly satisfied with our service Quality Assurance and Continuous Improvement • Assist with maintaining procedures for A/P and A/R processes, • Help test and implement disbursement authority and T&E policy changes in Workday, • Support research, assessment, testing and implementation of Workday enhancements, • Look for any other opportunities for business process improvement, • Support strong control environment with proper segregation of duties Collaboration and Team Support • Interact with staff and management of various levels, from various divisions System Maintenance and Optimization • Help identify, investigate, and resolve any issues related to Workday; escalate issues as appropriate, • Support the testing for Workday new releases and Workday projects, leveraging automated testing available through our testing software We expect to pay a starting salary between $80,000 and $85,000. An applicant's placement within this range is based on their individual qualifications and professional experience. In addition to base salary, AEGIS employees are eligible to participate in the Company's annual incentive program, with competitive awards based on corporate and individual performance. In addition, we offer a comprehensive and competitive suite of options for health & wellness, retirement, income protection, time off and additional benefits: • Health & Wellness: Medical, dental, vision, mental health support and employee assistance programs, • Retirement: 401(k) with matching contribution, • Income Protection: Life, disability, accident and critical illness insurance, • Time Off: Vacation days, sick days, holidays and family/military leave options, • Other: Commuter benefits, pet insurance, hybrid work schedule, • Growth: Tuition assistance and professional development opportunities We will consider this application carefully, but it does not guarantee employment. Selection is on a competitive basis. In addition, you must meet employment standards and specific position requirements. Qualified applicants will receive consideration for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, disability, national origin, veteran status or any other legally protected status. AEGIS Insurance Services, Inc. participates in E-Verify.

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