• Perform analysis of data provided by Partners in relation to CDW volume incentive rebate earned and validate information within the Partner’s deadline for dispute
• Design analysis that can be scaled & automated where possible
• Submit dispute claims with the Partner where validation cannot be achieved to maximize profitability for CDW
• Provide weekly/monthly status updates to the manager for progress tracking and any resolution issues that may need to be escalated.
• Provide recommendations for process improvements in reporting, data sources, business processes and analysis. 
• Identify improvement opportunities and strategies to evolve the current capabilities.
• Design actionable reporting tools that support effective financial management of cost control, revenue generation and partner profitability.
• Assist with Partner Funding reporting, as necessary, which includes reporting on program earnings & spend
• Conducting financial transaction mapping/networking using traditional and nontraditional financial data to evaluate complex licit and illicit financial movements, trends, and methods.
• Efficiently condition and exploit datasets in varying formats, sizes, and topics to answer key intelligence questions, using VBA, SQL, Python, or Tableau to structure and investigate large datasets.

Skills: Data Analysis, Scalable Design, Dispute Resolution, Progress Tracking, Process Improvement, Strategic Development, Financial Reporting, Data Exploitation.

• Assisting with internal and external operating reports
• Analysis of financial and operation results to budget
• Work with management teams to develop and analyze reports to assist in the management of divisions
• Update sales tax rates using the CRM program
• Pulling and uploading data for sales tax administration and customer rebates
• Analyze departmental spending
• Generating reports from single or multiple systems
• Troubleshooting the reporting database environment and reports
• Design SQL queries and data visualizations that deliver insightful metrics
• Supporting initiatives for data integrity and normalization

Skills: Report Management, Financial Analysis, Team Collaboration, CRM Proficiency, Data Management, Spending Analysis, System Reporting, SQL Design.

• Serve as finance and accounting subject matter expert for the analytics team
• Collaborate with functional leads to recognize and help adopt best practices in financial reporting
• Perform end-to-end analyses of financial and operational reporting processes, recommend and implement improvements
• Fulfill ad-hoc data analysis requests for internal and external audit
• Identify systemic variances and propose corrective action plans
• Help to develop the operational analytics platform
• Develop complex financial models across global operations to evaluate scenarios and support strategic decisions
• Design and create dashboards to support the teams in making data-driven decisions and finding new opportunities
• Analyze and extract relevant information from financial and business data to help automate and optimize key processes
• Develop and manage BI solutions (Tableau) by transforming data into insights that drive business value

Skills: Financial Expertise, Collaborative Reporting, Process Analysis, Ad-Hoc Analysis, Variance Analysis, Platform Development, Financial Modeling, Dashboard Design.

• Be instrumental in ensuring adequate controls and procedures
• Help out in the devising of monthly financial reporting and other business data
• Integrate and check budgets and income statement forecasts
• Check and query a generous amount of data
• Inspect final results at the corporate and division levels
• Maintain annual budgeting process
• Present visionary alternatives and suggestions to reduce costs and increase the financial performance of a company
• Work with large data sets to clean, analyze, and interpret results
• Run financial systems and troubleshoot issues
• Create data models and reports for senior managers to make business decisions

Skills: Control Implementation, Financial Reporting, Budget Integration, Data Analysis, Results Inspection, Budget Management, Strategic Recommendations, Data Modeling.

• Serves as the subject matter expert on specific Asset Management product offerings with familiarity across all product offerings
• Serves as the subject matter expert for current reporting capabilities and infrastructure
• Identifies and implements improvements to existing processes to further gain operational efficiency and productivity
• Helps drive future reporting capabilities and improve platform/infrastructure
• Interfaces with portfolio managers, product and/or sales and servicing to understand new reporting requests and defines and implements solutions to meet those requests
• Provide regular reporting updates to the PI management team with appropriate recommendations to meet budget targets
• Prepare operating and investment budgets in collaboration with global IT, regional controlling and business partners of all legal entities
• Manage operating investment expenses with proper reporting, budget alignment, tracking forecasting
• Support other commercial analysts with purchasing requisitions orders, invoicing, bill payment, global regional product charging, other related issues, and help resolve these issues with various financial, business external partners
• Develop and manage all commercial guidelines procedures to assure a smooth PI financial operation.

Skills: Asset Expertise, Reporting Skills, Process Optimization, Platform Enhancement, Stakeholder Interaction, Budget Oversight, Financial Management, Guideline Development.

• Advanced MS Excel skills (V-Lookups, Pivot tables, macro recording, etc.)
• Experience with query design in SQL
• Excellent analytical skills, attention to detail and passion for data processing and analysis
• Creativity and thinking in perspective 
• English language proficiency
• Beginner level knowledge or interest in VBA, JavaScript or similar
• Excellent time management skills and ability to prioritize tasks
• Ability to have strong communication/presentation skills to vendors, upper management, and team members.
• Knowledge of Google Big Query
• Excellent problem-solving skills.

Qualifications: BA in Statistics with 6 Years of Experience

• CPA certification (or in the process of passing the CPA exam)
• SEC and technical reporting experience (10Ks, 10Qs, 8Ks) 
• Moderate understanding and application of GAAP and SEC/financial reporting requirements including financial statements and financial statement footnotes
• Must be highly proficient in Excel and Word
• Must be a team player with strong attention to detail and able to work independently
• Proven track record at delivering timely and accurate information in a fast-paced environment
• Excellent critical thinking, problem-solving, mathematical skills and sound judgment
• Mortgage industry experience 
• Strong business acumen and ability to interface with executive management

Qualifications: BA in Business Administration with 4 Years of Experience

• Proficient in data management and analytics software and presentation software - MS SQL Server, and Tableau, MS Excel, Microsoft PowerPoint, and MS Word
• Very strong experience creating financial models, including the use of database manipulation 
• Superior data management and data analysis skills, demonstrates attention to detail and data quality
• High degree of comfort with a wide range of financial data
• Excellent organizational skills and ability to prioritize multiple competing projects
• A demonstrated commitment to PPGNY’s mission related to bodily autonomy, health equity, and gender and racial justice
• A demonstrated commitment to learning about and enhancing practices related to racial equity and its impact on healthcare systems.
• Strong relationship-building and communication skills
• Experience working with EHR systems

Qualifications: BA in Economics with 2 Years of Experience

• APICS CPIM Certification 
• Experience in Supply Chain Management directly involved with SIOP/forecast processes
• History of proven Supply Chain experience and success with a preference towards SIOP/forecasting
• Aptitude for self-management, taking initiative, and problem-solving
• Ability to communicate well both verbally and written with all levels of personnel and management
• Strong multi-tasking, prioritization, and organization skills 
• Advanced Microsoft Excel skills (knowledge of pivot tables, v-lookup, auto filers, etc.) 
• Well-versed with Microsoft Office Suite
• Ability to analyze and organize large amounts of data

Qualifications: BA in Accounting with 6 Years of Experience

• Knowledge or prior experience in analyzing financial statements
• Knowledge or prior experience in accounting 
• Must be organized, dependable, able to multi-task and manage priorities, display initiative
• Ability to work independently in a demanding, fast-paced environment
• Strong organizational, communication (verbal & written), and interpersonal skills 
• Ability to quickly transition as priorities change to meet demands
• Strong knowledge of Microsoft Office, particularly Excel (pivot tables, vlookup, etc)
• Excellent command of both spoken and written English and Chinese, including the ability to review Simplified/ Traditional Chinese financial statements
• Fluency in Japanese or Korean 

Qualifications: BA in Finance with 2 Years of Experience