Analyst

• Build and maintain real-time revenue forecasting models that incorporate qualitative inputs, historical performance trends, and seasonal patterns
• Align forecasting outputs with business unit targets and translate projections into actionable guidance for revenue teams
• Develop and own dashboards and reports, in and out of Looker, that provide clear, objective visibility into revenue performance trends across BUs
• Deliver WoW, MoM, and QoQ trend analysis that identifies key performance drivers and removes guesswork from actuals
• Partner with the Data team to ensure reporting infrastructure supports RevOps analytical needs
• Evaluate the revenue impact of proposed operational changes before they are implemented
• Partner with business unit leaders to pressure-test revenue and GP assumptions with live data
• Analyze pipeline KPIs against budget targets to identify gaps and opportunities
• Proactively identify opportunities for revenue and GP growth, and flag areas of underperformance before they become problems.

Senior Revenue Analyst

• research import and/or export regulations for Applied's systems
• provide advice on transactional issues
• conducting compliance training
• other projects as assigned by trade manager

Global Trade Analyst

• Assist with the day-to-day administration of employee benefits programs, including medical, dental, vision, life insurance, disability, and retirement plans
• Respond to employee inquiries regarding benefits eligibility, coverage, and enrollment processes
• Escalate complex benefits issues to the Benefits Manager or Benefits leadership as needed
• Maintain 401(k) demographic information through the provider’s website (PSW)
• Manage the processing of National Medical Support Notices (NMSN) and perform regular benefits audits to ensure regulatory compliance and minimize organizational risk
• Support special benefits projects as assigned, including assisting with employee communications and benefits education materials

Junior Benefits Analyst

• Execute financial due diligence (buy-side and sell-side) engagements including:
• Working collaboratively with senior team members, clients, and target business management teams
• Collecting financial information from the target business / managing the diligence request list
• Performing financial analyses on the target business (margin assessments, trend analysis, price volume analysis, cash proofs, key data reconciliations, etc.)
• Actively participate in management discussions and correspondence
• Prepare key deal analyses (Quality of Earnings, Net Working Capital, Debt & Debt-Like, etc.)
• Writing reports and supporting delivery of findings to clients
• Cultivate key client relationships through advisory work
• Provide leadership, mentorship, and supervision to junior team members
• Exposure to transactional support for capital raising, restructuring, and traditional sell-side investment banking transactions and strategies

Senior Transaction Services Analyst

• Design, build, and maintain the library of ROI and TCO calculators, business case templates, maturity assessments, use cases, value frameworks, external data feeds used across the GVA team
• Architect scalable, modular Excel-based models with clean assumption layers, scenario logic, and sensitivity analysis
• Build reusable templates, calculators, and frameworks that GVA team members can rapidly tailor to specific customer engagements
• Maintain version control, documentation, and change management for the content library
• Enhance existing reports and dashboards to track GVA team’s involvement in external (customer facing) and internal engagements and projects
• Use AI tools to accelerate model development, prototype frameworks, and automate repetitive analytical work
• Identify opportunities to embed AI into the GVA team's workflow — from drafting value narratives to summarizing customer inputs to generating first-draft scenario analyses
• Build AI-aware tooling: models, templates, and frameworks designed to be used effectively alongside AI assistants and AI agents by the GVA and Sales teams
• Stay current on emerging AI capabilities relevant to value engineering, financial modeling, and consulting workflows
• Partner with GVA team to understand recurring modeling needs and translate them into shared tools
• Provide modeling support and quality review on complex or strategic engagements
• Build internal documentation, training materials, and enablement assets that help the GVA team use the tools effectively
• Gather feedback from the GVA team on tool usability and gaps
• Maintain a roadmap of methodology and tooling improvements
• Explore opportunities to bring in additional tooling (BI platforms, modeling platforms, automation) where it improves scale or quality

Senior Value Analyst

• Design, build, and maintain scalable data models and reporting structures supporting interventions analytics.
• Develop and maintain complex SQL queries, stored procedures, and scripts to support dashboards, reports, and ad hoc analysis.
• Own the development, enhancement, and modernization of Power BI, SQL reporting, and embedded visualization outputs
• Partner with business and data domain owners to translate requirements into robust analytical solutions.
• Establish and evolve business metrics and KPIs to support operational decision making.
• Deliver timely ad hoc analyses and visualizations to support interventions leadership.
• Lead the redesign and conversion of legacy reports and databases into modern, maintainable solutions.
• Apply AI enabled tools (e.g. Claude) to enhance data exploration, diagnostics, and insight development.
• Collaborate closely with the Data & Analytics team to support enterprise reporting and analytics initiatives.
• Be the SME for Wellview to help support the intervention team
• Serves as a technical authority for interventions analytics and reporting.
• Influences data driven decision making through clear visualizations and analytical rigor.
• Promotes continuous improvement in analytical methodologies, tooling, and standards.
• Works effectively across distributed teams and cross functional stakeholders.

Interventions Analyst

• Prepare property offering packages and submissions for commercial real estate transactions, including research, financial modeling and composition of executive summaries.
• Responsible for complex financial modeling of commercial real estate transactions utilizing market and JLL data / comps to correctly underwrite a transaction.
• Manage the due diligence process and be the driving force in working through the marketing and closing processes for each transaction, and be in constant communication with the Producer, the market and the Client.
• Use this information from the marketing process to assist clients in making decisions related to their business plan and capital structure.
• Must be technically proficient in use of databases and be able to effectively identify what data from the system will be useful in determining trends and for preparation for pitches and meetings.
• Must understand and review real estate documents (leases, loan documents, appraisals, etc.) to determine if any issues exist and determine what could be a concern.
• Develop and recommend financing alternatives to present to the Producer.
• Begin to build client network within the industry through meetings, events and involvement in real estate trade organizations.
• Participate in weekly office meetings with Producers to discuss deal flow, deal status, market conditions and review new client leads.
• Other duties as assigned.

Capital Markets Analyst

• Define a multi-year architecture strategy aligned with business priorities and the Wealth technology vision across key domains, including Digital, Operations, Investments, and AI/ML platforms.
• Own portfolio-level roadmaps covering investments, digital journeys, advisor tools, AI copilots, and omni-channel servicing.
• Architect and scale GenAI capabilities across Wealth.
• Lead design for platforms supporting portfolio construction & model portfolio management.
• Drive modernization using microservices, cloud-native patterns, event streaming, and API-first architecture.
• Own the architecture for digital wealth and banking servicing.
• Establish and enforce architectural standards, design patterns, cloud practices, and AI/ML controls.
• Partner with senior leadership across Wealth Investments, Digital Servicing, Product, Operations, and Advisor organizations.
• Ensure compliance with Citi’s risk, cybersecurity, AI governance, data privacy, and model risk management standards.

Senior Architecture Lead Analyst

• Responsible for entry-level tasks that ensure TFS' critical data is as perfect in real time as possible
• Coordinate with field teams and gather data
• Analyze TFS data for accuracy and completeness
• Perform project print review and assist in reviewing drawings
• Support creation of the location hierarchy and manage asset entry lifecycle
• Review IPS Audit Trail of asset attributes for accuracy
• Conduct quality assurance of Transmission Field Services data

TFS Asset Analyst Associate

• Provide comprehensive monthly cost and schedule analysis
• Prepare various finance charts for program management reviews, financial overviews, and other financial reporting activities as required
• Support the development of quarterly Estimates at Complete (EACs)
• Support earned value Performance Measurement Baselines (PMBs) ensuring data accuracy and compliance to internal EVM Policies
• Support the monthly forecast / close process
• Support the development of the annual operating plans (AOP) and five-year strategic operating plan.

International & Strategy Program Cost Controls Analyst

• Works with vendor management to understand staffing and work volume to design and execute cost-effective, consistent sourcing and screening strategies that ensure sufficient coverage of high-quality vendors
• Sources/prospects Vendors utilizing methods such as ad placement, cold calling, internet search, etc.
• Effectively communicates independent contractor arrangement to prospects, to include but not limited to: MCS policies, payment terms, invoicing policies, required insurance coverage, subcontractor usage , etc.
• Present offers, secure acceptances, and provides rejection notification
• Responsible for forming, and overseeing third-party vendor relationships to ensure contractual obligations are met and the most profitable service is achieved
• Successfully negotiates and secures pricing with new vendors to ensure they are aligned with current MCS rates and/or market norms in advance of weekly updates presented to management
• Ensures completion and coordination of onboarding documentation for new vendors
• Performs a wide range of support functions to assist in departmental processes including maintaining accurate documentation, reports, and daily activity log
• Follows clearly defined procedures to complete daily tasks and responsibilities to meet established goals
• Uses existing procedures to solve straightforward problems
• Uses exceptional organization and communication skills to address internal and/or external clients and/or team members
• Individual contributor working under direct supervision with little autonomy
• Performs all other duties as assigned by management

Vendor Relations Analyst – MCS

• Configure, build, test, maintain, and optimize the Epic Lumens application to support gastroenterology and endoscopy clinical workflows.
• Partner with physicians, nurses, operational leaders, and IT stakeholders to gather requirements and translate business needs into effective Epic solutions.
• Support new implementations, upgrades, enhancements, and ongoing optimization initiatives within the Lumens application.
• Analyze workflows and recommend system improvements that enhance efficiency, quality, and user satisfaction.
• Develop training materials, provide end-user education, and support go-live activities.
• Troubleshoot application issues, perform root cause analysis, and drive timely resolution of system-related concerns.
• Participate in project planning, testing, change management, and cross-functional initiatives impacting clinical operations.
• Collaborate with other Epic application teams to ensure seamless integration and workflow alignment across the organization.

Epic Lumens Analyst

• Serve as a senior subject matter expert for HEDIS quality oversight, audit readiness, and submission support activities
• Independently lead complex NCQA audit workstreams, including Roadmaps, Section 5 documentation, measure-specific evidence, CAHPS and auditor communications
• Interpret and apply federal and state regulatory requirements, and applicable state regulations, to HEDIS documentation, workflows, and data use
• Provide expert guidance on reporting population applicability/management, measure selection, and submission requirements
• Identify, assess, and mitigate audit and submission risks; lead root cause analysis and development of corrective actions for high-risk or complex issues
• Support CMS submission activities, including PLD coordination, testing validation, and final submission readiness
• Develop, refine, and maintain enterprise standards, templates, controls, and documentation to ensure audit-defensible outcomes
• Act as an escalation point for complex audit findings, regulatory interpretation questions, and submission decisions
• Contribute to leadership-level reporting, audit narratives, and governance materials
• Drive continuous improvement initiatives to strengthen HEDIS audit readiness and submission accuracy.
• Performs other duties as assigned

Senior HEDIS Quality – Audit Analyst

• Communicate and collaborate with stakeholders, key users and business process leads to analyze business problems and capture detailed requirements; reconcile conflicts
• Facilitate meetings and workshops that determine process requirements and system changes
• Develop detailed user stories, work plans, deliverables, definitions of overall approaches and mobilization efforts for CRM initiatives
• Work closely with IT teams to validate and ensure proposed solutions meet business requirements; participate in initial validation and testing, and facilitate user-acceptance testing
• Guide and consult with other analysts
• Partner with program and training/communication teams to ensure business readiness for organizational change, and a schedule for impacted processes/systems changes; assist in creating training documentation and delivering train-the-trainer sessions
• Provide leadership, training, coaching and guidance to key users

Lead Analyst, Systems

• Performing more complex analysis and modeling to minimize fraud loss exposure and negative impacts to the customer experience.
• Utilizing a variety of systems, such as Excel, SAS, SQL, Tableau, and other relational data bases, to provide analytical support on strategies.
• Evaluating data to assess potential fraud risk and creating mitigation strategies.
• Supporting Emerging Risk Fraud Strategies primarily in Digital products; Zelle/Wires/BillPay.
• Responsible for creating fraud strategies and ensuring proper risk controls are deployed adhering to best practices.
• Conducting defect reviews of 3rd party fraud loss cases to identify any gaps in Fraud strategy and/or procedural adjustments.

Senior Analyst – Fraud Analytics and Innovation

• Performs intermediate level design, build, and implementation assignments/projects.
• Participates in re-engineering of operational work-flow processes with end-users/business owners.
• Facilitates end-user/business owner needs into system specifications and configuration requirements.
• Maintains high standards for quality application design, build, testing, and other tasks; ensures adequate documentation is provided for support and end-user training.

Epic ADT/Prelude Analyst

• Support users in their day-to-day use of the Anaplan platform as Tiers 1, 2, and 3 support within SLA guidelines
• Resolve issues related to Anaplan apps, models, and integrations
• Work closely with the demand and inventory planning teams to package their wish lists into requirements and enhancements
• Build, test, and deploy Anaplan models and apps following commonly accepted standards
• Proactively monitor and optimize models/apps performance, usability, and integrity
• Drive user adoption by leading office hours, training sessions, and providing ongoing support to maximize the use of Anaplan models
• Create and maintain solution documentation, change management protocols, training materials, and user guides
• Manage timelines, priorities, and deliverables within committed SLAs

IT Analyst – Anaplan Model Builder

• Understand the complete provider compensation solution
• Understand the client requirements, identify the system dependencies to ensure the project critical decisions are taken ahead of time
• Document the business, functional, technical requirements and ensure the project’s scope is accurately defined & mapped per discovery sessions
• Coordinate with the necessary internal resources to successfully complete the scope of work on time and with Quality
• Assist project manager where needed to gather documents, verify/analyze data, conduct discovery sessions, draft scoping document, configuration of the solution based on client scope, and assist with system validation
• Work with the implementation team to understand and build compensation models specific to the client needs
• Conduct elaborate knowledge transfer sessions to pass on the complete client business requirements with all necessary documents to the technical team
• Manage customers with minimum supervision, deal with ambiguity, and maintain tight timelines/priorities in a highly professional manner
• Capability to multitask and work in a fast-paced environment
• Ability to handle high volume of work including managing multiple projects at the same time
• Design the roll out approach including complete testing and training schedules and communicate with the client
• Evaluate and implement ways to improve system performance
• Assist clients during the transitioning and post Go-live stabilization period
• Address production issues in a timely manner
• Track project status to identify risks if any and mitigate them early to prevent any unnecessary changes or delay
• Perform user acceptance testing of the client platform and evaluate the results to identify any defects and/or variances from functional, operational and performance requirements
• Prepare user testing logs for final Go-Live client confirmation

Implementation Analyst – Physician Compensation

• primarily responsible to spread, manage and maintain financial background information on present and prospective customers
• develop credit studies for the Loan Officers, Chief Credit Officer and other Executive Management
• manage spread assignments, conduct financial analyses, and maintain related records and files
• preparation of a variety of credit department reports
• support the Credit Administration team in analyzing credit and collateral information to determine risk involved in lending money to customers
• collecting, organizing, analyzing company financials to ensure Bank compliance, and updates the Bank’s systems accordingly
• work directly with clients to resolve compliance issues and operational inquiries
• review client financials and perform sensitivity analysis to evaluate credit risk in connection with Bank structures
• prepare in-depth reports providing plans of action based on qualitative and quantitative research
• collaborate cross-functionally with Bank groups to execute treasury management products, foreign exchange instruments, derivatives as well as legal documents
• produce loan packages for new and restructured loans
• facilitate reporting and requests on behalf of the Bank with third parties, e.g. field auditors, appraisers, etc.
• monitor loan disbursements to ensure compliance with Bank regulations

Senior Credit Analyst, Innovation Banking

• Provide day-to-day technical support to end-users, including troubleshooting issues, answering questions, and resolving system errors to ensure uninterrupted use of the EHR system.
• Perform routine maintenance tasks, such as software updates, patches, and upgrades, to ensure the stability and security of the EHR system.
• Participate in testing and validation activities for system changes, enhancements, and upgrades, following pre-defined change management processes to ensure that new features and configurations meet functional requirements and do not introduce unintended consequences or disruptions.
• Assist in configuring and customizing the EHR system to meet the specific needs and workflows of healthcare providers and organizations implementing operationally approved optimizations.
• Collaborate with cross-functional teams, including IT professionals, clinicians, administrators, and vendors, to support EHR initiatives and projects, and facilitate communication and coordination.
• Maintain accurate documentation of system configurations, user procedures, and support issues, contributing to a knowledge base that facilitates efficient problem-solving and knowledge transfer within the team.
• Builds strong relationships with core customer base (nurses, physicians, revenue cycle, health information management, core team members, etc.) and facility leadership.

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