Senior Capital Markets Analyst

🏢 Summary: Senior Credit Analyst role focused on underwriting complex loan requests, managing loan portfolios, and supporting client growth through credit analysis and compliance oversight. The position involves coordinating the full credit lifecycle, collaborating with Relationship Bankers, and mentoring junior team members in a fast-paced banking environment. Offers competitive compensation, bonus potential, benefits, and professional development support. 🗂️ Requirements: Bachelor's degree in business, finance, or related field, 5–7 years of lending, underwriting, and/or credit experience, Advanced Excel proficiency, Experience with banking and credit software, Experience with CRM systems, Strong mathematical and analytical skills, Ability to work independently and collaboratively, Excellent written and verbal communication skills, Strong organizational and multitasking abilities, NMLS registration upon hire 📃 Skills: Excel, CRM, Microsoft, Banking, Underwriting, Credit, Finance, Lending, Analysis, NMLS 🏢 Description: AVP, Senior Credit Analyst Salary: $77,000 - $108,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be submitted for consideration no later 07/31/2026. Who We're Looking For You're an experienced credit professional with a strong foundation in underwriting, portfolio management, and client servicing. You work efficiently in a fast-paced environment, maintain high standards of credit quality, and support revenue generation through sound analysis and process execution. You bring structure to complex loan requests, mentor junior team members, and uphold compliance across all stages of the credit lifecycle. If you're detail-oriented, disciplined, and skilled at managing both relationships and risk—this role is for you. About the Role The AVP, Senior Credit Analyst supports the Profit Center (PC) by identifying key revenue-generating opportunities across loans, deposits, and investment assets. The role contributes to client growth and retention through accurate underwriting, portfolio oversight, and coordination of the full credit process. Responsibilities include evaluating new loan requests, managing renewals, and ensuring compliance with pricing, credit, and documentation standards. This position plays a critical role in maintaining the health of the loan portfolio—tracking exceptions, covenant requirements, and past dues while supporting Relationship Bankers in delivering complete financial solutions. Success in this role requires strong analytical skills, independent execution, and the ability to operate efficiently in a fast-paced, evolving environment. What You'll Do - Underwrite and analyze complex loan requests, renewals, and modifications, ensuring credit quality, sound structure, and alignment with client needs. - Coordinate all stages of the credit process—from client outreach and document collection to loan application, approval, closing, and onboarding. - Maintain the loan portfolio through proactive administration, including tracking past dues, maturing loans, covenants, exceptions, and annual reviews. - Support cross-selling efforts by identifying new lending opportunities for existing clients and introducing additional bank products. - Collaborate with Relationship Bankers and internal teams to support new business development for both existing and prospective clients. - Provide training and guidance to Credit Analysts and Loan Associates, while ensuring compliance with internal policies and regulatory requirements. What You Bring - Bachelor's degree in business, finance, or a related field - 5–7 years of lending, underwriting, and/or credit experience - Proficiency in Microsoft Office Suite, with advanced Excel skills - Experience with banking and credit software - Experience with CRM systems - Strong mathematical and analytical skills - High initiative and follow-through - Ability to work independently and with a team - Excellent written and verbal communication skills - Strong organizational skills with the ability to prioritize and multi-task - Self-starter with the ability to collaborate across teams and with clients - NMLS registration upon hire What We Offer - Competitive base salary: $77,000 - $108,000/YR, plus strong bonus potential. - 401(k) plan with employer match. - Paid parking and transportation benefits. - Comprehensive health and wellness benefits, including: - Health savings accounts (HSA) - Flexible spending accounts (FSA) - Medical, dental, and vision coverage - Generous paid time off and bank holidays. - Access to training and professional development programs. - Sponsorship and support for obtaining professional certifications. - A culture of collaboration, continuous improvement, and shared success. Equal Opportunity Employer First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.

🏢 Summary: Senior Credit Risk Analyst role focused on credit risk lifecycle management, underwriting analytics, portfolio monitoring, and loss forecasting for consumer lending products. The position requires hands-on SQL and Python expertise to analyze portfolio performance, support originations strategies, and evaluate experimentation across digital and direct mail lending channels. This is an in-office role in Addison, TX for candidates residing in Texas and authorized to work in the U.S. 🗂️ Requirements: 3–5 years of experience in credit risk, consumer lending analytics, or related quantitative role, Strong SQL skills, Strong Python experience for data analysis and modeling, Knowledge of credit risk concepts, Ability to communicate analytical findings to non-technical stakeholders, Residence in Texas within commuting distance to DFW metro area, Authorization to work in the United States 📃 Skills: SQL, Python, MachineLearning, Analytics, Modeling, Underwriting, Forecasting, Dashboarding, ABTesting, FraudDetection, GitHubCopilot, Cursor, LLM, MCP 🏢 Description: Title: Senior Credit Risk Analyst Function: Credit Risk Reports to: Head of Credit Level: Mid-Level / Senior Please note: This position is open to candidates within commuting distance to the DFW metro area only. Applicants must reside in Texas and be authorized to work in the United States. Applications from candidates outside of Texas will not be considered at this time. Visa sponsorship is not available. Position Summary The Senior Credit Risk Analyst supports the full credit risk lifecycle, from originations strategy and underwriting analytics to portfolio monitoring and loss forecasting. This is a highly technical, execution-focused role for someone who is equally comfortable writing production SQL/Python, building a segmentation strategy, and presenting findings to senior leadership. You will work directly with the Head of Credit to develop and refine the risk strategies that drive portfolio performance across direct mail and digital lending channels. This is a hands-on, high-impact role suited for someone who is analytical, detail-oriented, and action-oriented. What You'll Be Doing - Track and analyze key portfolio metrics including FPD, GNS, delinquency roll rates, and D2M performance across origination cohorts and risk segments - Build and maintain dashboards and recurring reporting that surface early warning signals and portfolio trends - Conduct vintage analysis, loss curve development, and cohort-level performance reviews to support monthly and quarterly business reviews - Support the design and evaluation of originations strategies, score cutoffs, and underwriting policy changes across direct mail and digital channels - Analyze the performance impact of ongoing A/B tests and pricing experiments, translating results into actionable recommendations What You Will Bring Required - 3 to 5 years of experience in credit risk, consumer lending analytics, or a closely related quantitative role - Strong SQL skills with the ability to write complex queries - Strong experience with Python for data analysis and modeling - Working knowledge of credit risk concepts including scorecards, vintage analysis, delinquency curves, and loss forecasting - Ability to communicate analytical findings clearly to non-technical stakeholders Preferred - Experience in subprime consumer lending, fintech, payments, or another regulated financial services technology environment - Familiarity with credit decisioning, underwriting strategy, or fraud detection - Experience working in a regulated financial services environment - Exposure to A/B testing, experimentation frameworks, or champion/challenger strategies - Hands-on experience building with AI-native development tools or frameworks including GitHub Copilot, Cursor, agentic coding pipelines, and LLM-assisted test generation - Familiarity with MCP integrations, agentic AI architectures, or building internal developer productivity platforms Benefits & Perks - Comprehensive healthcare including medical, dental, and vision coverage - Generous paid time off including PTO, sick time, and 13 company holidays - 401(k) with company contribution - Participation in annual discretionary bonus plan - Regular team and company gatherings Braviant is an Equal Opportunity Employer committed to creating an inclusive environment for all employees.

🏢 Summary: Remote Senior Mobile Application System Analyst role in the banking sector focused on mobile banking and digital financial solutions. The position involves system analysis, requirements modeling, integration design, Agile collaboration, and support for CI/CD and release processes. Candidates should have strong experience with system analysis tools, REST APIs, microservices, and UML/BPMN modeling. 🗂️ Requirements: 5+ years of system analysis experience in digital or financial sector, Proficiency with Jira, Proficiency with Confluence, Proficiency with GitLab, Proficiency with Enterprise Architect, Proficiency with Android Studio, Experience with REST APIs, Experience with Microservices architecture, Experience with AsyncAPI, Expertise in UML, Expertise in BPMN, Knowledge of Agile, Knowledge of Scrum, Backlog management experience, Experience with end-to-end product development, Experience with application integration, Experience with integration testing, Familiarity with CI/CD pipelines, Knowledge of WebServices, Good English communication skills, Good Polish language skills, Legal right to work in the European Union 📃 Skills: Jira, Confluence, GitLab, EnterpriseArchitect, AndroidStudio, REST, Microservices, AsyncAPI, UML, BPMN, Agile, Scrum, CI/CD, WebServices, Android 🏢 Description: Empower innovation in mobile banking — drive the future of digital financial solutions with cutting-edge system analysis! Location & work model 100% remote As a Senior Mobile Application System Analyst, you will be working for a leading player in the financial and banking sector, dedicated to developing innovative digital applications. Join a talented team shaping the future of mobile banking and digital financial services, and accelerate your career in a dynamic, technology-driven environment. Your main responsibilities: - Lead the analysis and modeling of system requirements to ensure seamless integration and optimal functionality. - Develop comprehensive business and technical specifications, translating business needs into effective solutions. - Collaborate with cross-functional teams to define system architecture and enhance process efficiency. - Utilize UML and BPMN for visual process modeling, supporting clarity in communication and system design. - Work within Agile/Scrum frameworks, managing backlogs and ensuring timely milestone delivery. - Prepare detailed documentation across all project phases—requirements, analysis, and implementation. - Coordinate integration testing to verify components operate flawlessly within complex architectures. - Liaise with development teams to support CI/CD processes and release management. You're ideal for this role if you have: - At least 5 years of experience in system analysis within the digital or financial sector. - Strong proficiency with Jira, Confluence, GitLab, Enterprise Architect, and Android Studio. - Solid experience working with REST APIs, Microservices architecture, and integration tools like AsyncAPI. - Expertise in UML and BPMN modeling techniques, with practical application in process analysis. - Good command of English with excellent communication skills. - Knowledge of Agile, Scrum methodologies, and backlog management. - Experience with end-to-end product development, application integration, and testing. - Familiarity with CI/CD pipelines, release processes, and WebServices technologies. It is a strong plus if you have: - Advanced knowledge of the Android mobile operating system. - Certifications in Agile or System Analysis methodologies. Language Required for the role: - Good command of English and Polish. Eligibility for the role: - Only candidates with an existing legal right to work in the European Union will be considered for this role.

🏢 Summary: Senior Project Manager role focused on leading strategic transformation projects across Front Office to Finance processing chains within global capital markets. The position involves managing complex, international initiatives that enhance securities operations and investment management infrastructure. Hybrid work model based in Warsaw with significant impact on global financial systems. 🗂️ Requirements: Minimum 6 years of Project Management experience in capital markets or related field, Experience with Front Office to Finance processing chains, Experience managing complex international projects in global financial institutions, Knowledge of global capital markets products, Fluent English, Legal right to work in the European Union 📃 Skills: ProjectManagement, CapitalMarkets, FrontOffice, Finance, Securities, InvestmentFunds, Governance, PMP, Prince2, IT, Architecture, English 🏢 Description: Unleash strategic innovation — lead transformative projects shaping the future of capital markets! Warszawa-based opportunity with hybrid work model, offering up to 3 remote days per week. As a Senior Project Manager – Global Markets , you will be working for our client, a leader in securities operations and investment funds services. Focused on Front Office to Finance processing chains, you will drive impactful initiatives that revolutionize capital markets infrastructure. Join a team dedicated to innovation and excellence, shaping the future of investment management on a global stage. Your main responsibilities: Lead the research and implementation phases of strategic projects, ensuring clear framing and governance. Develop and maintain detailed project plans, manage dependencies, and address unplanned events effectively. Collaborate closely with project teams and stakeholders to ensure effective communication and alignment. Take ownership of specific actions and analyses related to project delivery. Coordinate staffing and resource allocation with line managers and governance bodies. Conduct project retrospectives to gather insights and optimize future project execution. You're ideal for this role if you have: Minimum of 6 years of experience as a Project Manager in capital markets or related fields. In-depth knowledge of Front Office to Finance processing chains and global capital markets products. Proven experience managing international, complex projects within global financial institutions. Strong stakeholder management skills, especially with C-level executives. Excellent analytical, communication, and reporting abilities. Strong interpersonal, problem-solving, and negotiation skills. Fluent in English. It is a strong plus if you have: (optional) Certifications such as PMP, Prince2, or similar. Experience with integrated IT architecture solutions within financial services. Language Required for the role: Fluent English Eligibility for the role: Only candidates with an existing legal right to work in the European Union will be considered for this role. #MAKEYourCareerBETTER Interested? Apply now and include your CV in English or Polish, along with a statement confirming your consent to the processing and storage of your personal data.

🏢 Summary: Senior Manager of Financial Planning and Analysis role driving strategic finance, AI-enabled forecasting, and regulatory-compliant financial operations in a highly regulated 503A/503B environment. The position leads financial planning, risk management, budgeting, performance metrics, and executive reporting while embedding AI into financial processes. It partners cross-functionally to optimize performance, support growth strategies, and ensure financial excellence at scale. 🗂️ Requirements: Bachelor’s degree in Finance, Business Administration, or related field, Proven experience in financial planning and analysis, Demonstrated expertise in AI-driven financial processes, Experience with financial modeling, forecasting, and analysis, Knowledge of regulatory compliance in regulated environments (503A/503B), Executive-level financial reporting experience, Strong analytical and strategic decision-making abilities 📃 Skills: FinancialModeling, Forecasting, FinancialAnalysis, AI, DataAnalytics, Budgeting, RiskManagement, Compliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop strategic recommendations aligned with growth objectives and regulatory compliance requirements. - Build risk management frameworks and contingency plans aligned with organizational risk appetite. - Integrate AI into financial planning processes to improve forecasting accuracy, scalability, and workflow efficiency. Financial Operations - Optimize financial operations through process improvements and AI automation. - Oversee budgeting processes aligned with strategic goals and financial targets. - Monitor budget adherence and provide actionable financial insights. - Design and implement performance metrics to track financial health and organizational performance. Leadership and Collaboration - Foster a high-performance, collaborative team culture focused on innovation and execution rigor. - Partner cross-functionally to align financial strategies with organizational objectives. - Deliver executive-level reporting with clear analyses and strategic recommendations using AI-enhanced data visualization tools. Innovation and Growth - Drive development and execution of financially sound growth strategies. - Ensure all financial activities comply with 503A/503B regulatory standards. - Promote continuous improvement in financial planning capabilities and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decision-making. - Strong leadership and executive communication skills. Experience and Qualifications: - Bachelor’s degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibilities. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. - Strong analytical, strategic thinking, and decision-making abilities. Benefits: Comprehensive benefits package including medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Physical Requirements: Role requires extended periods of sitting, frequent computer use, regular movement around the office and corporate campus, and the ability to stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl as needed.

🏢 Summary: Strategic leadership role responsible for building and scaling a multi-channel customer acquisition engine to drive profitable loan originations. The position owns end-to-end acquisition strategy, performance marketing, forecasting, and go-to-market initiatives while balancing aggressive growth with disciplined spend. This role combines strategic oversight with hands-on execution, leveraging data, martech, and AI to optimize CAC and unit economics. 🗂️ Requirements: 10+ years in marketing and customer acquisition, 5+ years leading marketing teams, Experience scaling consumer lending or credit products, Proven track record managing acquisition funnels, Experience with affiliate, paid digital, lead generation, direct mail, and email channels, Experience with attribution models and marketing technology platforms, Experience leading martech platform transitions (CDP, lead routing, attribution), Ability to manage large budgets tied to revenue targets, Strong data-driven and test-and-learn approach 📃 Skills: Affiliate, Digital, Email, DirectMail, LeadGeneration, Attribution, Martech, CDP, AI, Forecasting, Analytics 🏢 Description: ABOUT THE ROLE Happy Money seeks a strategic Head of Acquisition Marketing to own and scale customer acquisition capabilities, with a primary focus on driving profitable loan originations. This is a builder's role for a data-driven leader who can set strategy and has a proven track record building a coordinated, multi-channel acquisition engine and scaling it efficiently. The role balances aggressive growth with disciplined spend to optimize customer acquisition costs and anticipate market and channel shifts. You will lead a high-impact team responsible for executing and optimizing multi-channel campaigns (direct mail, digital, lead generation, and affiliate partnerships) using data, experimentation, and rigorous analysis to drive growth while achieving profitability targets. The role owns both performance marketing and brand, with near-term focus weighted toward customer acquisition. This position partners closely with Lifecycle Marketing to maximize lifetime value and lead monetization, and requires a player-coach mindset with both strategic ownership and hands-on execution. RESPONSIBILITIES - Own the end-to-end acquisition strategy and deployment, driving scalable, profitable growth for the personal loan business - Anticipate market trends, competitive dynamics, VOC and channel shifts, translating insights into durable competitive strategies - Develop and scale performance marketing strategy across multi-channel initiatives (direct mail, lead-gen email, affiliate, digital, content) while optimizing CAC and unit economics - Own forecasting, budget pacing, and performance reporting; partner with Finance on monthly forecasts and standardized reporting frameworks - Foster a rigorous test-and-learn culture grounded in experimentation and data analysis - Communicate complex tradeoffs and recommendations clearly to stakeholders across the organization - Build and lead a high-accountability team, hiring and mentoring high-performing growth marketers and leveraging internal, agency, and AI resources - Drive go-to-market, brand, and product marketing for new customer acquisition - Serve as subject-matter expert on martech, AI, attribution, and growth-driving product features - Partner with Strategy and Technology to plan and evolve the marketing engine ABOUT YOU - 10+ years of experience in marketing and customer acquisition, managing significant budgets tied to revenue targets - 5+ years leading marketing teams - Experience in consumer lending or complementary credit products, with a track record of scaling acquisition funnels - Expertise across affiliate marketplaces, paid digital, lead generation, direct mail, and email - Deep understanding of attribution models, marketing technology, and AI applications in marketing - Strong understanding of lending unit economics and performance drivers - Data-focused, analytical, and comfortable operating in complex environments - Experience leading acquisition through martech platform transitions (CDP, lead routing, attribution) BENEFITS & PERKS - Generous medical, dental, and vision insurance options - Eligible for annual bonus and long-term incentives - 401k plan with matching contribution - Generous PTO including sick leave, vacation, and volunteer time - 12 weeks paid parental leave - Company-paid short- and long-term disability and life insurance - Monthly tech stipend for remote work - Fully distributed workforce - Base salary range: $165,000–$220,000 USD

🏢 Summary: Senior Client Success Manager role within a Pharmacy Benefit Management (PBM) team focused on managing key client relationships and ensuring high-quality pharmacy benefit delivery. The position requires deep PBM expertise, ownership of complex accounts, and leadership of client operations, implementations, and business reviews. This role combines consultative account management with operational oversight to drive client satisfaction and contractual performance. 🗂️ Requirements: Bachelor's Degree, 5-8 years experience in pharmacy operations, Strong knowledge of Pharmacy Benefit Management (PBM) services, Experience managing complex client accounts, Ability to lead client meetings and business reviews, Ability to manage contract deliverables and track compliance, Experience supporting open enrollment and benefit changes, Project leadership and cross-functional collaboration skills, Proficiency in spreadsheet and presentation tools 📃 Skills: PBM, Pharmacy, Excel, GoogleSheets, PowerPoint, GoogleSlides 🏢 Description: About the Role: We are seeking a dynamic and experienced Senior Client Success Manager to join our Pharmacy Benefit Management (PBM) team. The successful candidate will be responsible for managing key client relationships, taking a consultative approach to account management, ensuring the delivery of high-quality pharmacy benefits, and driving client satisfaction. This role requires a deep understanding of PBM services, strong communication skills, and the ability to manage complex accounts. What You'll Do: - Responsible for the overall relationship with assigned PBM clients, including managing ongoing client touchbases, contract deliverables, tracking client inquiries and maintaining logs, resolving client escalations, and ensuring overall client satisfaction. - Maintain regular contact with clients, client representatives, and internal account team members regarding ongoing pharmacy operations. - Serve as the initial point of contact for day-to-day operational inquiries and lead all client meetings, including quarterly and annual business reviews. - Partner with the Implementation Team during new client implementations to ensure a seamless transition post-launch. - Gather client requirements for the annual open enrollment process, including benefit changes and customized requirements. - Participate in client webinars, training sessions, and forums to educate employees on the PBM solution; travel to client sites for Open Enrollment or Benefit Fairs may be required. - Identify issue trends and collaborate with operations and vendor partners to implement preventative measures. - Ensure all requirements and deliverables are met accurately and on time; track risks related to contractual obligations. - Support standardization across accounts and contribute to operational enhancements in multi-disciplinary teams. - Provide ongoing support including interpreting plan design, resolving claims, benefit and enrollment issues, and handling phone, written, and electronic inquiries. - Maintain awareness of industry trends and provide insights and recommendations to clients. Who You Are: - Education: Bachelor's Degree required; Master's Degree preferred. - 5-8 years of experience in pharmacy operations. - Detail-oriented with strong consultative, presentation, communication, and organizational skills. - Solid client management skills and pharmacy benefit knowledge. - Effective and creative problem-solving abilities. - Ability to prioritize, manage change, lead projects, and influence stakeholders without direct authority. - Basic knowledge of spreadsheet tools (Excel, Google Sheets) and presentation tools (PowerPoint, Google Slides). Compensation: $125,000 - $145,000 annually, in addition to bonus and equity. Compensation is determined by geographic location, experience, and qualifications.

🏢 Summary: Senior Manager of Financial Planning and Analysis responsible for leading strategic finance in a highly regulated 503A/503B environment, driving AI-enabled forecasting, budgeting, and performance management. The role focuses on optimizing financial operations, ensuring regulatory compliance, and delivering executive-level insights to support growth. Requires strong leadership, advanced financial modeling expertise, and experience integrating AI into financial processes. 🗂️ Requirements: Bachelor’s degree in Finance, Business Administration or related field, Proven experience in Financial Planning and Analysis (FP&A), Expertise in financial modeling and forecasting, Experience integrating AI into financial processes, Knowledge of 503A/503B regulatory compliance, Executive-level financial reporting experience, Strong analytical and strategic decision-making skills, Leadership and team management experience 📃 Skills: FP&A, FinancialModeling, Forecasting, Budgeting, AI, DataAnalytics, RiskManagement, RegulatoryCompliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will own financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights. - Develop strategic recommendations aligned with growth objectives and regulatory compliance requirements. - Develop risk management frameworks and contingency plans aligned with organizational risk appetite. - Integrate AI into financial forecasting and modeling to improve scalability and insight quality. Financial Operations - Optimize financial processes through AI automation and continuous improvement initiatives. - Oversee budgeting processes and ensure alignment with strategic goals and financial targets. - Monitor budget adherence and provide actionable performance insights. - Design and implement performance metrics to track financial health and business performance. Leadership and Collaboration - Foster a high-performance team culture emphasizing strategic thinking and execution rigor. - Partner cross-functionally to align financial strategies with organizational objectives. - Deliver executive-level reporting with clear, data-driven insights using AI-enhanced visualization tools. Innovation and Growth - Drive growth strategies leveraging financial insights and AI capabilities. - Ensure all financial activities comply with 503A/503B regulatory requirements. - Promote continuous improvement in financial planning capabilities and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decisions. - Strong leadership and communication skills. Experience and Qualifications: - Bachelor’s degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibility. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. Employee Benefits, Health and Wellness: - Medical, dental, and vision coverage. - Paid time off. - 401(k) matching. - Wellness perks, IV therapy, and compounded medications. Physical Requirements: - Ability to remain in a stationary position for extended periods. - Frequent use of hands and fingers to operate computers and office equipment. - Regular movement within the office and corporate campus. - Ability to stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl as required.

🏢 Summary: Senior Manager of Financial Planning and Analysis role driving strategic finance, AI-enabled forecasting, and regulatory-compliant financial operations in a highly regulated 503A/503B pharmaceutical environment. The position leads financial planning, risk management, budgeting, performance metrics, and executive reporting while integrating AI to optimize decision-making and scalability. It requires strong strategic leadership to support growth, compliance, and operational excellence. 🗂️ Requirements: Bachelor's degree in Finance, Business Administration or related field, Proven experience in financial planning and analysis, Experience with AI-driven financial processes, Expertise in financial modeling and forecasting, Experience in regulatory compliance (503A/503B environment), Strong analytical and strategic thinking skills, Executive-level financial reporting experience, Leadership and team management experience 📃 Skills: FinancialModeling, Forecasting, FinancialAnalysis, AI, DataAnalytics, Budgeting, RiskManagement, Compliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop strategic recommendations aligned with growth objectives and regulatory compliance. - Develop risk management frameworks leveraging AI technologies and create contingency plans. - Champion AI integration in financial planning, forecasting, and modeling. Financial Operations - Drive process optimization and AI automation to improve reporting accuracy and efficiency. - Oversee the budgeting process and ensure alignment with strategic goals. - Monitor budget adherence and provide actionable financial insights. - Design and implement performance metrics using AI-derived data. Leadership and Collaboration - Foster a high-performance, collaborative team culture. - Build cross-functional partnerships to align financial strategies. - Deliver executive-level reporting using AI-enhanced data visualization tools. Innovation and Growth - Develop and execute growth strategies using financial insights and AI capabilities. - Ensure compliance with 503A/503B regulatory requirements in financial planning. - Drive continuous improvement in financial planning processes and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decisions. - Strong communication skills for executive-level reporting. Experience and Qualifications: - Bachelor's degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibilities. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. Employee Benefits, Health and Wellness: Comprehensive benefits include medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Physical Requirements: Role requires extended periods of sitting, frequent computer use, verbal communication, and occasional standing, walking, reaching, climbing, balancing, stooping, kneeling, crouching, or crawling within the office environment.

🏢 Summary: The Senior Analyst, Hospitality Asset Management supports strategic oversight and financial performance of a hospitality portfolio by analyzing asset results, underwriting investments, and partnering with operators to drive long-term value. The role focuses on financial modeling, performance reporting, capital planning, and due diligence across acquisitions, dispositions, and asset enhancement initiatives. It involves close collaboration with leadership and stakeholders to deliver data-driven recommendations and portfolio insights. 🗂️ Requirements: Bachelor's degree in Finance, Real Estate, Hospitality Management, Accounting or related field, 3+ years of experience in hospitality asset management, hotel investment analysis, commercial real estate, investment banking, consulting or similar analytical role, Advanced proficiency in Microsoft Excel, Experience with hospitality financial statements and hotel operating metrics, Experience using STR reports and industry benchmarks, Ability to build complex financial models and perform valuation analysis, Ability to manage multiple projects and meet deadlines, Detail-oriented and strong analytical skills 📃 Skills: Excel, DCF, Yardi, Argus, STR, FinancialModeling, Valuation, Budgeting, Forecasting, Underwriting 🏢 Description: Job Overview The Senior Analyst, Hospitality Asset Management supports the strategic oversight and financial performance of the hospitality portfolio. This role partners closely with Asset Management leadership and third-party hotel operators to analyze asset performance, support investment decisions, and provide actionable recommendations that maximize long-term value. Asset Performance Analysis • Analyze monthly operating results and key hospitality performance metrics, including RevPAR, GOPPAR, occupancy, ADR, and flow-through. • Prepare recurring asset and portfolio performance reports for senior leadership and ownership groups. • Monitor third-party operator performance and identify opportunities to improve revenue, profitability, and operational efficiency. • Conduct market and competitive set analyses utilizing STR reports and industry benchmarks. Financial Analysis & Underwriting • Build and maintain complex financial models for acquisitions, dispositions, development opportunities, and asset repositioning initiatives. • Support underwriting efforts through discounted cash flow (DCF), sensitivity, and scenario analyses. • Assist with annual budgeting, forecasting, and variance analysis processes. • Prepare investment memoranda, presentations, and supporting materials for internal review and investment committee discussions. Capital Planning & Asset Management Support • Track capital expenditure projects and monitor project budgets and timelines. • Support property improvement plans (PIPs), renovations, and asset enhancement initiatives through financial analysis and reporting. • Coordinate with operators, consultants, and internal stakeholders to gather information and evaluate investment opportunities. Reporting & Stakeholder Communication • Prepare presentations, reports, and financial analyses for ownership, joint venture partners, and senior leadership. • Maintain portfolio reporting dashboards and performance tracking tools. • Assist with due diligence activities related to acquisitions, refinancing, and asset dispositions. Qualifications • Bachelor's degree in Finance, Real Estate, Hospitality Management, Accounting, or a related field. • 3+ years of experience in hospitality asset management, hotel investment analysis, commercial real estate, investment banking, consulting, or a related analytical role. • Advanced proficiency in Microsoft Excel, including financial modeling and valuation analysis. • Experience with hospitality financial statements, STR reports, and hotel operating metrics. • Familiarity with Yardi Voyager and Argus Enterprise preferred. • Strong analytical, organizational, and communication skills. • Ability to manage multiple projects and deadlines in a fast-paced environment. • Detail-oriented with a proactive approach to problem-solving. Benefits Compensation: • Competitive Salary with Bonus Potential • Generous Benefit Package: Medical, Dental, Vision, 401K Match, Life Insurance Career Development • Opportunities for Advancement within the expanding portfolio • Annual Professional Development Funds to support career growth Employee Perks: • Housing Discount • Commuter Benefits • Free Parking and EV charging • Parental Leave Program • Collaborative and friendly work environment