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Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
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This role will provide leadership, experience and knowledge to the BI Team and will be responsible for developing, testing and building BI dashboards and analysis tools for the business that enables effective decision making, supports business objectives/data strategy roadmap and influences strategic thinking.
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10 years of relevant project experience (structural engineering / construction engineering), including technical design experience, project management, and business development experience (tracking, pursuing, and securing project opportunities.
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In this role, you will have the opportunity to:Be the liaison between Value Engineering and the business unit(s)Manage Master Planning List (MPL), Rationalized Road Map (RRM), Project Priority List (PPL) for assigned portfolio(s)Manage top projects as project manager, as time permitsLead cross-functional Daily Management for Value Analysis Value Engineering (VAVE) projects.
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Understanding of corporate performance management (CPM) and business intelligence systems. The Senior Accountant handles a wide range of tasks, including financial statement preparation and consolidation, account analysis and reconciliations, cash flow analysis, budgets and forecasting, audit preparation, and internal control maintenance and regulatory reporting.
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Title:Business Consultant/ Virtual CFO Location: Any Location/Hybrid/Remote OVERVIEWBerganKDV recently joined Creative Planning, one of the nation’s top independent wealth management and investment advisory firms, also providing a comprehensive suite of consulting, tax and advisory services for business and institutions.
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Bachelor’s degree in business administration, Finance or Accounting, or an equivalent field plus 5 years of progressive lending management experience and 3-5 years of financial institution or 10 years of progressive lending management experience and financial institution experience in lieu of a degree.
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Coaches, trains, mentors, and models root cause analysis, problem solving methodology, strategy development, Leader Standard Work, 5S+1, and many other CI/Lean/Six Sigma/TPM philosophies. & Pet food manufacturing sides of the business, as well as corporate supply chain, procurement, and many other areas of the organization resulting in year-on-year continuous improvements.
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Also responsible for preparing and entering journal entries, reviewing and approving expense reports as well as management of users of the expense reporting tool and assisting the sales tax analyst as directed.
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Manages assigned portfolio to achieve gross written premium, profitability, rate, retention, product mix, new business and portfolio management goals. Understands pricing components and rating methodology as well as use of the predictive modeling tools; prices risk based on financial and competitive analysis.
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This includes ownership of the lease pricing model as well as coordination with the broader Enterprise Financial Management team, business unit senior leadership and tax experts to optimize returns, grow the portfolio, support business planning processes and provide support for key financial business decisions.
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3+ years of experience with Power BI/Tableau development, visualizations and deployment; 3+ years of experience with the Microsoft BI stack, including TSQL, PowerBI, Power Query, DAX, M , MDX, SSAS, SSRS, SSIS; 3+ years of experience with configuration/management of Microsoft Power BI or similar tool, extracting, manipulating and analyzing data via Dataflows, Datamarts, Dashboards and Apps to recommend and/or take action.
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Technical coordination of entire product qualification efforts, including reviewing customer specifications and requirements to develop test programs to support them including cost and schedule as key variables,designtest strategy, coordinating and leading test efforts, hands-on execution of testing, analysis of test results, documenting component and subsystem specifications and material requirements, and communication of results to DRS management and external stakeholders.
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This position will be responsible for performing financial planning and analysis along with facilitating the budgeting process for various areas of the company by working collaboratively with field management on their business plans.
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