Operations

• Support the day-to-day operational activities of the BSI Operations team across U.S. Fixed Income products and settlement platforms.
• Perform pre-matching and validation of trades to ensure timely and accurate settlement.
• Monitor and follow up on settlement activity across U.S. markets and platforms, resolving issues proactively to minimize settlement risk.
• Manage urgent operational inquiries from clients, counterparties, and Front Office teams in a timely and professional manner.
• Investigate, analyze, and resolve settlement exceptions and reconciliation breaks to maintain the integrity and accuracy of operational records.
• Partner with liquidity and treasury teams to ensure the successful and accurate close of business each day.
• Ensure strict adherence to internal procedures, regulatory requirements, and market rules.
• Participate in strategic transformation and process improvement initiatives aimed at enhancing operational efficiency, regulatory compliance, and product delivery capabilities.
• Contribute to the definition and implementation of future operational models to support business growth and evolving market demands.

Senior Operations Manager

• Lead the end-to-end operational definition for the launch of new Fixed Income products in the U.S.
• Focus on trade booking processes, trade settlement, custodian account management, collateral management, collateral exchange, intraday liquidity management, corporate actions processing
• Act as a subject matter expert to redesign and optimize existing post-trade flows
• Perform specialized daily operational tasks in coordination with Spain and Mexico teams
• Serve as the key technical liaison between Front Office, Technology, and Global Operations

US Fixed Income Operations Specialist

• Supervises billing leadership and staff, including hiring, training new team members, performance evaluation, workload allocation, and professional development.
• Serves as the department’s subject matter expert on coding and billing processes.
• Serves as the subject matter expert for each project’s clearinghouse and advises best practices within the client’s clearinghouse.
• Responsible for reviewing improvements with clients pertaining to billing and DNFB recommendations.
• Responsible for reviewing, advising, and building clearinghouse edits and bridge routines to ensure industry standard clean claim rates.
• Ensure compliance with HIPAA, State, and Federal laws and guidelines among team members.
• Implement audit and productivity standards to uphold compliance across the billing teams.
• Ensure leadership teams are informed proactively pertaining to client billing issues and opportunities; attend client meetings as needed for explanations.
• Strive to meet or exceed all KPIs and goals.
• Coach and mentor supervisors when employees do not meet expectations.
• Design, implement, and maintain billing best practice workflows and policies.
• Foster teamwork and a positive working environment.
• Support supervisors with team member payroll accuracy and approvals as needed.
• Participate in client or internal meetings as requested.
• Complete all assigned projects promptly.
• Perform other related duties as needed.

Operations Manager – Billing

• Help lead and evolve the operational engine of FOX One, our multi-brand streaming platform.
• Own and evolve the strategic planning and operating rhythms for the product organization.
• Drive executive-level product reviews, roadmap alignment, and quarterly/annual planning cycles.
• Design and implement scalable processes for product prioritization, resource planning, and cross-functional execution.
• Define and institutionalize product strategy and operations best practices, workflows, and documentation standards across teams.
• Lead operational alignment, reporting, and communication with senior executives to ensure clarity of goals, progress, dependencies, decisions, and risks for strategic themes and roadmap initiatives.
• Manage cross-functional coordination across Product, Engineering, Business, and Analytics teams to streamline execution and improve organizational alignment.
• Build and mentor a high-performing product strategy and operations function to support our rapid scale and growth.

VP, Product Strategy – Operations

• Develops, oversees, and monitors implementation of quality standards, procedures, and controls
• Conducts and manages internal audits of QMS procedures, work instructions, and job aides with Process Owners
• Leads external audits including SOC 1 Type 2, SOC 2 Type 2, and other compliance audits
• Coordinates with external auditors on audit scope, timelines, and requirements
• Oversees internal audit readiness and communication across the organization
• Partners with Process Owners to provide required documentation and audit evidence
• Develops and implements corrective action plans based on audit findings and investigations
• Maintains current knowledge of regulatory requirements and industry best practices
• Recommends and implements new or improved procedures and processes
• Collaborates with cross-functional teams to resolve quality issues and identify root causes
• Tracks corrective actions and process gaps to ensure timely follow-up and closure
• Leads initiatives to address and close quality gaps
• Drives continuous improvement initiatives using Six Sigma, Lean, and Kaizen methodologies
• Participates in and may manage responses to customer RFPs and IT security assessments

Operations Effectiveness, Manager

• Coordinate projects and workflows across departments — content, marketing, partnerships, and support
• Maintain project management tools and ensure tasks are assigned, tracked, and closed
• Schedule and facilitate team meetings — set agendas, take notes, and follow up on action items
• Identify process inefficiencies and help implement improvements
• Manage internal documentation — SOPs, templates, and company wikis
• Handle vendor and contractor onboarding and offboarding logistics
• Support leadership with reporting, scheduling, and operational tasks

Operations Coordinator

• Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
• Complete operational activities while minimizing risks under established policies
• Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
• Support the Branch manager in operational tasks and scheduling
• Resolve issues related to daily operations of the teller line, under direction of regional banking management
• Support customers and employees in resolving or escalating concerns or complaints
• Receive guidance from managers and exercise judgment within defined policies and procedures
• Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
• Identify information and services to meet customers financial needs
• Motivate a diverse team to achieve full potential and meet established business objectives

Branch Operations Coordinator

• Enter commercials into Wide Orbit upon receiving traffic instructions from various advertisers and apply copy rotations accordingly, making any necessary revisions upon agency request
• Assist in building, optimizing, and downloading the daily broadcast log for Sundance Linear.
• Senior Coordinator will need to maneuver commercial inventory in a logical manner to maximize our commercial inventory while adhering to advertisers’ restrictions, including content sensitivity.
• Identify Inventory Code issues and oversold inventory categories and address with sales assistants.
• Troubleshoot any on-air discrepancies with B&T in a timely and effective manner.
• Identify and execute any necessary Day-of-Air creative changes with B&T
• Manage copy validation process to ensure that all copy entries have been checked and verified for accuracy before log downloads.
• Provide training on log building and copy entry as necessary.

Senior Coordinator – Commercial Ops

• Apply best practices to uphold high standards of data quality, facilitating precise audience segmentation, reporting and analysis.
• Leading the continuous efforts to look for ways to improve data quality within the database to maximise marketable audiences and database utilisation.
• Create, manage and develop audiences and segmentation models for improved audience targeting.
• Gathering marketer requirements to build effective audience lists for marketing campaigns.
• Leading the charge to proactively create and maintain communication with the marketing team to define audience criteria, ensuring alignment with regional priorities and effective segmentation.
• Drive collaboration with marketers to create and test new audience segments, presenting ideas and solutions to enhance database performance and drive engagement.
• Provide ongoing sessions with the marketing team to help improve understanding and best utilisation of Zooms marketing database.
• Owning the responsibility to ensure compliance with privacy laws (e.g. GDPR) and internal opt-in requirements for both new data and data stored in the database.
• Collaborating with the Data Operations Team, as well as our wider Marketing Ops and cross-functional IT and Data Teams to ensure that the marketing database in our Data Warehouse platform remains up-to-date and aligned with organizational needs.
• Support in the processing and management of incoming lead data, ensuring the accurate classification of data.

Marketing Data Operations Analyst

• Lead operational and regulatory oversight of Occupational Health clinics
• Oversee day-to-day operations ensuring clinic alignment with organizational standards
• Manage clinic KP & KPI metrics, driving performance improvement

Manager, Clinic Operations

• Lead teams managing service desk, ITAM, supply chain, business operations, and integration
• Drive post-acquisition IT integration
• Own performance and costs by setting and delivering on SLAs, KPIs, and budget targets
• Partner cross-functionally with Workplace, Security, Finance, and Engineering

Director, Enterprise Operations

• Steer contracts through internal systems and coordinate input from various teams across Palantir for expertise, review and negotiation
• Document drafting, processing, including formatting, clean-up, filing and executing agreements
• Pilot the completion of customer onboarding forms
• Ensure alignment on deals and forecasting expectations across a variety of teams at Palantir including legal, finance, deal team and sales
• Maintain accurate records, report project metrics and track contractual terms
• Manage business-specific strategic project work to enable the effective growth and scale of deal execution across the legal team

Deal Operations Administrator

• Design, own, and continuously improve the infrastructure to prepare progress updates for stakeholders. Regular deliverables include but are not limited to:
• - Project managing and packaging quarterly progress-to-goal (PTG) memos for Braven’s national board, leadership, and staff
• - Drafting region-specific progress updates on priorities for regional board meetings
• - Preparing regular updates to Braven leadership and staff on organizational priorities and goals
• - Pull, analyze, and/or visualize data independently to support progress monitoring
• - Build relationships with relevant partners for this work (e.g., executive owners of priorities)
• - Establish expertise and serve as a thought partner on questions and situations related to org-wide progress monitoring
• Act as trusted liaison to the leaders of the Product, Systems, and External Affairs teams in changing the operating model for how they work together.
• Design and help execute a regular central team <> regional team feedback structure at the Alignment Team level (Braven’s leadership team)
• Support the Head of Insights & Strategy to lead two internal councils (Data Governance Council and AI Advisory Council) and one external council (Labor Market & Economic Advisory Council)
• Own the coordinated operational rhythm of the two halves of the team (Insights and Strategy), including annual planning and goal-setting, quarterly alignment, and weekly coordination
• Design and plan team stepbacks and other meetings in support of the Head of Insights & Strategy and the Senior Director of Insights, from creating the agenda through post-meeting follow-up
• Own knowledge management for the Strategy half of the team, maintaining shared and organized documentation and ensuring process clarity
• Lead or support capacity-building and systems/process-building projects for primarily the Strategy half of the team
• For all of the above responsibilities, use AI in responsible, smart, and human-valuing ways to continuously improve the effectiveness and efficiency of your work.

Associate Director, Strategic Operations

• Lead the FinOps function across settlement, billing, exception management, collections, and financial control functions
• Own daily, monthly, and periodic operational calendars; ensure all processes are executed on schedule and within defined accuracy and quality thresholds, with a focus on automation
• Establish and maintain operating procedures, runbooks, and control documentation for all FinOps processes
• Serve as the primary escalation point for high-severity financial exceptions, funding discrepancies, or merchant-impacting operational failures
• Maintain full reconciliation integrity across the merchant services general ledger, including settlement accounts, clearing accounts, reserve accounts, and fee income accounts
• Ensure daily and month-end close activities are completed accurately and on time in coordination with the bank's Finance and Accounting functions
• Design and enforce a strong internal control environment, including dual controls, reconciliation sign-offs, and exception aging governance
• Partner with Internal Audit and Compliance to support examinations, audits, and regulatory reviews of financial operations
• Own merchant interchange and scheme fee economics; ensure interchange income is accurately captured, pass-through fees are correctly assessed, and network fees are reconciled and disputed where applicable
• Identify and remediate billing and revenue leakage across the merchant portfolio, including misconfigured rate plans, unbilled transactions, and under collected fees
• Manage reserve adequacy across the merchant portfolio, coordinating with Credit Risk and Underwriting on reserve policy application and exceptions
• Oversee the collections strategy for merchant receivables, including fee arrears, negative balance recovery, and post-termination loss mitigation
• Lead damage assessment processes for merchant-related fraud, processing errors, and dispute losses; quantify recoverable amounts and coordinate recovery actions
• Ensure all FinOps processes comply with applicable regulations, card network rules, and bank policy, including IRS 1099-K requirements, BSA/AML transaction monitoring obligations, and state unclaimed property laws
• Manage lien and levy processing in strict adherence to legal requirements and internal policy
• Maintain audit-ready documentation and evidence packages for all FinOps processes
• Define and drive the FinOps target operating model, including automation opportunities, system enhancements, and vendor/processor integration improvements
• Develop and report on a FinOps scorecard covering operational KPIs, exception aging, funding accuracy, billing quality, and recovery performance
• Partner with Product & Platform team on requirements for Technology system implementations, platform migrations, and operational tooling that impacts financial processing
• Contribute to the merchant services business strategy by providing data-driven insight on operational cost, risk exposure, and revenue performance

Senior Operations Group Manager

• Own the operational backbone of our Enterprise AI platforms and build AI Agents
• Configure, maintain, and optimize Enterprise AI platform deployments (Claude, Copilot, Gemini)
• Build and deploy AI Agents for Shared Services teams using established pipeline standards
• Build and maintain a shared resource repository of reusable components
• Participate in recurring sessions to harvest segment innovations, standardize them, and redistribute org-wide
• Serve as the hands-on AI resource for segments without dedicated AI infrastructure
• Apply team development standards to all AI solutions and platform work

AIOps Engineer

• Support all capital and funding operations and interface with internal partners as well as various external capital partners
• Develop a keen understanding of our loan portfolio and oversee the movement of loan related cash flows
• Build, automate, and enhance operational reporting, reconciliations, and monitoring to improve accuracy, scalability, and efficiency
• Manage ongoing internal and external audits for our funding facilities, including data validation, documentation, and coordination across stakeholders
• Support the evolution of capital operations by helping design scalable controls, governance frameworks, and operational best practices
• Lead monthly and quarterly investors financial reporting to ensure accurate and timely delivery

Capital Operations Analyst

• Own campaign setup, launch, and management across DSPs from start to finish with minimal oversight
• Manage audience targeting, inventory selection, pacing, spend, and client KPIs to drive performance
• Monitor budgets and pacing to ensure full delivery across assigned campaigns
• Implement optimization strategies around inventory management, engagement, brand safety, viewability, and bidding to align with client needs and best practices
• Monitor campaign performance daily; identify trends, troubleshoot delivery issues, and execute optimization plans with limited assistance
• Provide initial analysis of campaign performance and prepare client-facing reports and recap presentations with some guidance
• Ensure campaign profitability by monitoring margins and adjusting bids
• Partner with analytics and strategy teams to align insights with messaging and creative testing
• Maintain accurate trafficking of creatives, pixels, and tracking tags including GTM, UTM, and third-party measurement tools
• Troubleshoot agency platform-related questions with some assistance from senior team members
• Develop strong comfort and working knowledge of all SSPs leveraged at Big Happy
• Work closely with Strategy, Analytics, and Creative teams to translate marketing goals into programmatic execution plans
• Communicate clearly with account managers and clients when needed to explain performance, opportunities, and platform insights
• Collaborate closely with Publisher Development Team to align on inventory, media spend, publisher queries, and KPIs

Senior Programmatic Ad Ops Analyst

• Lead and grow the DesignOps team
• Set the operating rhythm
• Own high-leverage programs personally
• Partner with design leadership
• Steward the design tool stack and budget
• Build bridges across Operations
• Make the team's impact visible

Director – Design Operations

• Support portfolio data quality activities through validation, reconciliation, QA reviews, and data audits
• Assist in executing established data governance standards and controls
• Identify data discrepancies and escalate findings to portfolio managers and system owners
• Support root-cause analysis efforts and implementation of corrective actions
• Help maintain data models, system configurations, and business processes supporting portfolio planning and reporting
• Assist with execution of the Data Governance & Quality Program
• Serve as the primary point of contact for portfolio tooling support requests across the DET organization
• Assist users with troubleshooting and aid in resolving issues across portfolio tooling stack including Airtable, Linear, Tableau integrations, Slack integrations, and related portfolio management systems
• Monitor system performance, integrations, and workflows to ensure data moves accurately and efficiently across connected systems
• Support the development and maintenance of user documentation, training materials, process guides, and enablement resources that drive adoption and operational consistency
• Identify opportunities to streamline processes, improve user experience, and increase the effectiveness of portfolio management tools
• Support the development and maintenance of portfolio dashboards and reporting solutions
• Assist with gathering reporting requirements from business stakeholders
• Validate and reconcile data used in dashboards and reporting outputs
• Support enhancements to DET and Executive Dashboards
• Generate recurring reports and ad hoc analyses for portfolio stakeholders
• Help ensure reporting aligns with established governance standards and business requirements
• Support quarterly and annual portfolio planning, intake, prioritization, and governance activities
• Maintain portfolio data used for planning, reporting, and operational reviews
• Assist with time-tracking compliance activities and data quality reviews
• Support headcount, allocation, and resource planning data administration
• Help document and maintain portfolio operating procedures and governance processes
• Provide operational reporting and analytical support to portfolio managers
• Assist with collection, validation, and reconciliation of portfolio financial data
• Support budget tracking, forecasting, accrual management, and reporting activities
• Maintain financial reports and dashboards used by portfolio stakeholders
• Provide analytical support for scenario planning and investment reviews
• Assist Finance and portfolio managers in identifying reporting discrepancies and budget variances.

Strategic Portfolio Operations Manager – Lead

• Uncover patterns and insights — Analyze large-scale Salesforce datasets to identify trends and surface the "so what" behind the numbers, delivering data-backed recommendations that drive action.
• Build executive-ready visualizations — Design and maintain sophisticated Tableau dashboards that give employees and leaders at-a-glance clarity on business health and operational performance.
• Communicate impact — Synthesize metrics into polished reports and presentations, translating technical findings into clear narratives that drive alignment and strategic decision-making.
• Maintain reliable data pipelines — Build and manage connections between Salesforce systems and tools like Snowflake to ensure automated, accurate, and scalable reporting.
• Accelerate analysis with AI — Leverage AI tools to streamline data aggregation, analysis, and reporting, staying ahead of emerging capabilities in a team focused on AI transformation.
• Drive operational improvements — Go beyond analysis to identify process gaps, propose improvements, and act as a proactive consultant to the broader OEAIT team.
• Collaborate cross-functionally — Partner with Subject Matter Experts and stakeholders across Salesforce to ensure data integrity, usability, and alignment with organizational goals.

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