We are looking for a detail-oriented, strategic, and outcomes-driven Principal Analyst to join our GTM Operations team, supporting processes and systems across our global go-to-market (GTM) organization — including Customer Success, Sales, and other customer-facing teams.

You will act as a senior thought partner to GTM leadership, owning complex, cross-functional initiatives that improve operational efficiency, drive data-informed decision making, and scale our customer lifecycle processes globally. This role requires the ability to influence senior stakeholders across functions and regions, navigate ambiguity, and turn strategy into measurable business impact.

We are looking to speak to candidates who are based in the United States for our hybrid or remote working models.

As a Principal GTM Operations Analyst, you will:

• Partner with senior leaders across Customer Success, Sales, and other GTM teams to design, optimize, and scale core processes across the customer lifecycle, including customer engagement, renewals, and account management workflows
• Own the strategy, design, and continuous improvement of global operational processes, ensuring scalability, consistency, and alignment to GTM and company priorities across regions
• Translate ambiguous business problems into clear operational and technical requirements, working closely with CRM Engineering and GTM Systems teams to deliver high-impact system and tooling improvements
• Drive material improvements in activity tracking, customer health signals, lifecycle workflows, and other key operational insights to enable better customer engagement, planning, and outcomes
• Define, instrument, and monitor key performance indicators and operational metrics to evaluate GTM initiatives and provide clear, data-driven recommendations to leadership
• Lead complex, cross-functional programs from problem definition through execution, including roadmap ownership, stakeholder alignment, risk management, and executive updates
• Establish and maintain governance frameworks, operating cadences, and documentation to ensure process clarity, adoption, and continuous improvement across global GTM teams
• Proactively identify operational gaps and inefficiencies, quantify impact, and propose data-driven solutions that improve GTM productivity, customer outcomes, and revenue performance
• Serve as a mentor and senior partner within the GTM Operations team, helping raise the bar on process design, execution, and cross-functional collaboration
• Bring forward new ideas, tools, and best practices that improve how we scale GTM operations globally

The Ideal Candidate has:

• Bachelor’s Degree in Business, Economics, Finance, Computer Science, or a related field
• 7+ years of work experience in GTM Operations, Revenue Operations, Sales Operations, Customer Success Operations, Business Operations, or a related field
• Demonstrated ability to solve complex, ambiguous problems end-to-end — from framing and analysis through recommendation, execution, and measurement
• Proven track record of designing and scaling GTM processes and driving measurable process and productivity improvements for a global GTM organization
• Experience leading cross-functional projects and programs with multiple senior stakeholders, with a strong ability to influence without direct authority
• Excellent communication skills, including the ability to synthesize complex concepts into clear narratives and influence both business and technical stakeholders, including senior leaders
• Deep experience with CRM systems, particularly Salesforce, and familiarity with GTM tooling
• Experience in a consumption/pay-as-you-go business model is a plus
• Strong organizational skills and the ability to manage multiple, competing priorities in a fast-paced, globally distributed organization
• A proactive, ownership-minded approach and the ability to operate with a high degree of autonomy and accountability for outcomes

About MongoDB

MongoDB is built for change, empowering our customers and our people to innovate at the speed of the market. We have redefined the database for the AI era, enabling innovators to create, transform, and disrupt industries with software. MongoDB’s unified database platform, the most widely available, globally distributed database on the market, helps organizations modernize legacy workloads, embrace innovation, and unleash AI. Our cloud-native platform, MongoDB Atlas, is the only globally distributed, multi-cloud database and is available across AWS, Google Cloud, and Microsoft Azure.

With offices worldwide and over 60,000 customers, including 75% of the Fortune 100 and AI-native startups, relying on MongoDB for their most important applications, we’re powering the next era of software.

Our compass at MongoDB is our Leadership Commitment, guiding how and why we make decisions, show up for each other, and win. It’s what makes us MongoDB. 

To drive the personal growth and business impact of our employees, we’re committed to developing a supportive and enriching culture for everyone. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees’ wellbeing and want to support them along every step of their professional and personal journeys. Learn more about what it’s like to work at MongoDB, and help us make an impact on the world!

MongoDB is committed to providing any necessary accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter.

MongoDB, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type and makes all hiring decisions without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Req ID: 1273423069

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a dynamic and experienced Lead Settlements Analyst help elevate our Settlements team within the Operations department, and own the launch of options settlement. This role is integral to ensuring seamless trading, settlement, and reporting processes. The lead will mentor a team of Analysts and collaborate across departments to enhance operational efficiency, mitigate risk, and drive continuous improvement. This position offers the opportunity to shape the systems and processes that underpin Altruist’s clearing and settlement operations, ensuring excellence in service delivery.

Your impact

• Mentor a team of Settlement Analysts, providing guidance and coaching on day to day operations.
• Lead daily settlement operations, including fail control functions, buy-ins for aged fails, daily settlement reconciliations, and the launch of options settlement.
• Oversee seg deficit management, including curing deficits and completing segmentation reporting.
• Collaborate with internal teams (ACATS, Securities Lending Ops, Trading, FinOp) and external stakeholders (DTC, street counterparties, 3rd party vendors) to resolve settlement issues promptly and effectively.
• Ensure accurate and timely processing of daily entries, adjustments, and corrections in the brokerage platform.
• Identify, investigate, and resolve escalated trade, cash, and position reconciliation issues.
• Develop, document, and maintain department procedures, guidelines, and controls to ensure regulatory compliance and operational efficiency.
• Partner with Product and Engineering teams to design and implement innovative solutions for process improvement and automation.
• Monitor and report fail exposures to senior management, ensuring robust risk management practices.
• Support and enhance systems integration to maintain data accuracy, consistency, and completeness across platforms.
• Stay informed on industry developments, technologies, and best practices to ensure Altruist remains at the forefront of settlement operations.
• Serve as the point of contact (POC) for fixed-income escalations, ensuring prompt resolution and effective communication with stakeholders.
• Oversee and ensure compliance with TRACE and MSRB reporting requirements, maintaining accuracy and timeliness in reporting fixed-income transactions.

What you bring

• Experience - 6+ years in brokerage operations, with specific expertise in options settlement, trade clearance and settlements for a self-clearing broker-dealer.
• Leadership skills - strong mentorship abilities with a proven track record of building and rolling out strong processes and procedures
• Securities licenses - You studied hard and we’re excited to carry your series 7, 24, and 53 licenses
• Technical aptitude - You’re technologically savvy and are proficient with DTC, NSCC, Obligation Warehouse, SMART Track, and other DTCC applications; Expertise in options processing and settlement.  
• Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
• Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
• Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
• Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives. 
• Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a dynamic and experienced Senior Settlements Analyst with expertise in options processing and settlement. The senior analyst will collaborate across departments to enhance operational efficiency, mitigate risk, and drive continuous improvement. This position offers the opportunity to shape the systems and processes that underpin Altruist’s clearing and settlement operations, ensuring excellence in service delivery.

Your impact

• Support daily settlement operations, including fail control functions, buy-ins for aged fails, daily settlement reconciliations, and the launch of options settlement.
• Help with seg deficit management, including curing deficits and completing segmentation reporting.
• Collaborate with internal teams (ACATS, Securities Lending Ops, Trading, FinOp) and external stakeholders (DTC, street counterparties, 3rd party vendors) to resolve settlement issues promptly and effectively.
• Ensure accurate and timely processing of daily entries, adjustments, and corrections in the brokerage platform.
• Identify, investigate, and resolve escalated trade, cash, and position reconciliation issues.
• Help develop, document, and maintain department procedures, guidelines, and controls to ensure regulatory compliance and operational efficiency.
• Monitor and report fail exposures to senior management.
• Support and enhance systems integration to maintain data accuracy, consistency, and completeness across platforms.
• Stay informed on industry developments, technologies, and best practices to ensure Altruist remains at the forefront of settlement operations.
• Serve as the point of contact (POC) for options escalations, ensuring prompt resolution and effective communication with stakeholders.
• Maintain documentation of processes and procedures.
• Other duties as assigned

What you bring

• Experience - 4+ years in brokerage operations, with specific expertise in options settlement, trade clearance and settlements for a self-clearing broker-dealer.
• Leadership skills - strong mentorship abilities with a proven track record of building and rolling out strong processes and procedures
• Securities licenses - FINRA Series 7 and/or 99 
• Technical aptitude - You’re technologically savvy and are proficient with DTC, NSCC, Obligation Warehouse, SMART Track, and other DTCC applications; Expertise in options processing and settlement.  
• Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
• Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
• Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
• Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives. 
• Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.

What You’ll Do:

The operations accounting organization at CoreWeave performs operational accounting, control, reporting, and compliance for the critical AI infrastructure of our rapidly scaling AI cloud business. The team manages a variety of core accounting and reporting processes and controls globally and partners with Treasury, Supply Chain, Procurement, FP&A, Leasing, Legal, and Tax to track, control, and provide visibility to the company’s compute and supporting assets. The group partners to develop and operationalize accounting and reporting processes to enable visibility, control, and confident decisions.  The group collaborates with stakeholders to quickly find solutions to challenging problems to enable hyper growth. 

About the role:

• Prepare the consolidated cash flow preparation for investing activities.
• Prepare the consolidated fixed asset footnote disclosures and management discussion & analysis for public filings.
• Operationalize and enhance reporting that supports operational decisions and review.
• Enhance internal and external reporting processes for scalability.
• Collaborate with accounting team peers to enhance supporting processes and information flows.
• Adapt reporting processes to appropriately incorporate new financing transactions.

Who You Are: 

• 3+ years’ accounting and financial reporting experience 
• Bachelor’s degree in Accounting, Finance, or Business (or equivalent) required
• Professional qualification (e.g., ACA/CPA/CMA/CA) preferred
• Public accounting experience preferred.
• NetSuite experience preferred.
• Process- and data-driven with strong analytical judgment; proactive, organized, and adaptable in a dynamic environment.
• Excellent interpersonal, written, and verbal communication; growth mindset and commitment to continuous learning.

Wondering if you’re a good fit? We believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams – even if you aren't a 100% skill or experience match. Here are a few qualities we’ve found compatible with our team. If some of this describes you, we’d love to talk. 

• You love collaborating across teams to solve complex problems.
• You’re curious about where data, systems, and policy meet.
• You’re an expert in building processes that scale.

Why CoreWeave?

At CoreWeave, we work hard, have fun, and move fast!  We’re in an exciting stage of hyper-growth that you will not want to miss out on. We’re not afraid of a little chaos, and we’re constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: 

• Be Curious at Your Core
• Act Like an Owner
• Empower Employees
• Deliver Best-in-Class Client Experiences
• Achieve More Together

We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and provides the opportunity to develop innovative solutions to complex problems. As we get set for take off, the growth opportunities within the organization are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us!  

The base salary range for this role is $98,000 - $143,000. The starting salary will be determined by job-related knowledge, skills, experience, and the market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility).

Please note: This position is not eligible for immigration sponsorship. 

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.

Junior Technology Project Manager

The Junior Technology Project Manager (Analyst) will support the delivery of technology initiatives within Accordion’s Global Technology organization. This individual will operate under the guidance of the Senior Project Manager and will take ownership of small to medium-sized projects—ranging from internal process improvements to the deployment of small-scale enterprise applications. The role requires strong organizational skills, attention to detail, and the ability to coordinate effectively across teams in a fast-paced, professional services environment.

This is an excellent opportunity for an emerging project management professional to gain hands-on experience leading technology initiatives and to build a career in technology project and program management.

This role will ideally be based in our NYC, Boston, Charlotte, Chicago, or Dallas offices and is a hybrid role with the flexibility to work remotely 2 days per week.

This position is not eligible for immigration sponsorship.

What You’ll Do:

• Lead small-scale Global Technology projects from initiation through closeout, ensuring timelines, deliverables, and quality standards are met
• Support the Senior Project Manager on larger, cross-functional projects and assist with project documentation, reporting, and coordination
• Develop and maintain project plans, risk registers, and issue logs; ensure dependencies are tracked and communicated
• Coordinate project meetings, track action items, and ensure follow-up with stakeholders
• Prepare status updates and progress reports for internal leadership
• Collaborate with business and technical teams to document project requirements and validate outcomes
• Ensure adherence to established project management processes and frameworks within Global Technology
• Identify opportunities for process improvement and assist in implementing new tools or methods for efficient project delivery

You Have:

• Bachelor’s degree in Information Systems, Business Administration, or a related field
• 1–3 years of project coordination or project management experience in a technology environment; experience in a business analyst role also preferred
• Strong organizational, communication, and problem-solving skills
• Working knowledge of project management methodologies (Waterfall, Agile, or Hybrid)
• Proficiency in Microsoft Office (Excel) and project management tools such as ClickUp, Asana, or Microsoft Project
• Proficiency in ticket management systems (Jira or Azure DevOps)
• High-level understanding of coding platforms and system integrations
• Experience in test case creation and QA/UAT testing and experience in process mapping
• Ability to manage multiple tasks and priorities simultaneously with attention to detail; comfortable in a dynamic, high-performance environment
• Experience interacting with cross-functional teams including IT, business stakeholders, and vendors; must have strong interpersonal skills with a collaborative, team-oriented approach
• Eagerness and self-motivation to learn PM best practices and gain an understanding in technology systems, integration, and flow, with a strong interest in AI tools and technology development
• PMP or CAPM certification (or progress toward certification) is a plus

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $65,000 to $85,000 + benefits + bonus (overtime eligible). Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-HA1

Please note: This position is not eligible for immigration sponsorship. 

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.

AI Support Analyst

The AI Support Admin plays a critical role in ensuring the smooth operation and adoption of AI tools across Accordion. Acting as the first line of specialized support for AI-related escalations, this individual bridges day-to-day technical assistance with long-term enablement initiatives. Reporting to the AI Enablement Lead, the Analyst will partner closely with both AI system readiness and AI training to resolve user issues, maintain system readiness, and enhance firmwide confidence in AI-driven tools.

This role combines hands-on technical troubleshooting with process and training support—making it ideal for someone who is equally comfortable solving technical challenges, documenting best practices, and assisting in the rollout of new AI capabilities.

The ideal candidate is a problem-solver who thrives at the intersection of technology and people. They bring curiosity about AI, patience in helping users, and the technical acumen to keep systems running smoothly. This person takes initiative, communicates clearly, and sees AI not just as a set of tools—but as a transformational force to make work more intelligent, efficient, and collaborative.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You'll Do:

AI Support and Troubleshooting

• Serve as the Help Desk escalation point for all AI-related issues, including tool access, performance, and integration challenges
• Troubleshoot and resolve incidents involving platforms such as Glean, CoPilot, ChatGPT, Zoom AI, and future AI applications
• Maintain documentation of known issues, resolutions, and best practices to improve first-line Help Desk response efficiency
• Monitor AI system health, escalate platform-level outages, and communicate impacts to stakeholders as appropriate

Collaboration and Enablement Support

• Work with AI system readiness to test new configurations, validate system integrations, and ensure readiness for production use
• Support AI training in maintaining learning materials, managing AI knowledge articles, and coordinating firmwide training sessions
• Participate in rollout activities for new AI tools and enhancements, providing hands-on user assistance and feedback for improvement
• Assist in building and maintaining AI usage dashboards and adoption reports in collaboration with the BI and Data Analytics teams

Continuous Improvement and Governance

• Identify recurring support patterns and propose solutions to improve user experience and system performance
• Maintain compliance with Accordion’s AI governance, security, and data management standards
• Document AI support procedures, ensuring alignment with internal IT and internal People Team standards

You Have:

• 2–4 years of experience in IT support, systems administration, or AI/automation tool management
• Strong understanding of enterprise AI tools such as Microsoft CoPilot, Glean, ChatGPT, Zoom AI, or similar
• Excellent troubleshooting, communication, and documentation skills
• Demonstrated ability to collaborate across teams, prioritize effectively, and manage multiple concurrent tasks
• Familiarity with Power BI, SQL, or other reporting tools is a plus
• Bachelor’s degree in Information Technology, Computer Science, or related field (or equivalent experience)

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $70,000 to $90,000 + benefits + bonus.

Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-HA1

Aurora hires talented people with diverse backgrounds who are ready to help build a transportation ecosystem that will make our roads safer, get crucial goods where they need to go, and make mobility more efficient and accessible for all.  Aurora is seeking a Senior Business Analyst to join the Operations Excellence team in Dallas, TX. In this role, you will lead the planning and analysis of our logistics network, resource allocation, and load scheduling strategies to optimize efficiency and profitability. You will partner cross-functionally to  translate operational challenges into scalable, data-informed solutions that support both commercial and development priorities. This role requires strong analytical skills combined with business acumen.

In this role, you will:

• Partner with Product, Business Development, and Dispatch stakeholders to develop and optimize weekly network and resource plans across people, trucks, and terminals 
• Build forecasting models to optimize fleet allocation, load management, and network efficiency against commercial and development demand.
• Translate business problems into analytical frameworks and actionable recommendations that drive operational decisions
• Scope and define business requirements for fleet allocation, scheduling, load management, and optimization tools in partnership with Product and Engineering teams
• Create and manage weekly resource allocation schedules based on operational inputs and outputs (fleet allocation, load management, etc.) and network optimization tools 
• Develop performance metrics and dashboards to monitor utilization, identify constraints, and improve operational efficiency
• Generate executive-ready analyses and recommendations on current and projected resource utilization, operational performance, and alignment to revenue plans
• Identify constraints and proactively recommend tradeoffs across cost, service, and capacity
• Apply logistics engineering principles to design and improve terminal layouts, routing logic, and resource flow
• Develop a strong understanding of logistics partner needs, constraints, and service expectations to improve delivery and cost-effectiveness

Required Qualifications: 

• BS in Industrial Engineering, Economics, Mathematics, Statistics, Finance, Supply Chain, Operations Research, or a related quantitative field
• 5+ years of experience in logistics, supply chain, network planning, or operations strategy, with a focus on data analysis and network optimization.
• Experience building forecasting, allocation, or optimization models
• Advanced modeling skills in Excel or Google Sheets
• Experience using  logistics, planning, or analytics tools to support operational workflows
• Experience using data to solve operational problems and influence business decisions
• Strong communication skills with the ability to present insights to technical and non-technical audiences
• Demonstrated ability to operate effectively in ambiguous, fast-changing 
• Strong judgment and ability to drive work from problem definition through execution
• environments
• Ability to influence cross-functional stakeholders and translate analysis into action

Desired Qualifications:

• Experience in a high-growth tech or startup environment
• Experience in SQL
• Understanding of Lean Six Sigma principles
• Familiarity with Looker, Tableau, or similar BI tools
• Experience collaborating with engineering or product teams to develop operational tools
• Interest in transportation, logistics, or autonomous vehicle operations

The base salary range for this position is  $104,000 - 150,000 per year.  Aurora’s pay ranges are determined by role, level, and location. Within the range, the successful candidate’s starting base pay will be determined based on factors including job-related skills, experience, qualifications, relevant education or training, and market conditions. These ranges may be modified in the future. The successful candidate will also be eligible for an annual bonus, equity compensation, and benefits.

 #LI-KM23

#Mid-Senior 

SUMMARY

The Compliance Specialist position is responsible for assisting with the administration of the compliance program for Allworth Financial, an SEC Registered Investment Adviser, and AW Securities, a FINRA registered broker/dealer.

 DUTIES AND RESPONSIBILITIES

• Assist in the ongoing implementation of the Compliance Program and its related activities to prevent illegal, unethical, or improper conduct.
• Engages in proactive surveillance activities to detect and resolve potential compliance issues.
• Assist with the implementation and maintenance of the firm’s anti-money laundering program.
• Receives and reviews requests for marketing and advertising review and approval
• Assists with inquiries from internal business partners regarding Compliance related issues.
• Identifies potential areas of compliance vulnerability and risk; develops/implements corrective action plans for resolution of issues.
• Assists in communicating the compliance program for the organization, including promoting awareness of policies and procedures, and further understanding of new and existing compliance issues.
• Assists in the filing and monitoring of registration (including continuing education and ethics requirements) and memberships of the Company and all relevant associates stay current.
• Prepare and submit regulatory filings including SEC Forms 13F, 13H and Form N-PX 

QUALIFICATIONS

• Bachelor’s degree (B.A.) in a related discipline
• Three (3-5) years of experience working with investment advisor and broker/dealer compliance issues, including review and oversight of independent investment advisors and registered representatives.
• Strong working knowledge of FINRA, SEC and state regulations including Investment Adviser’s Act of 1940.
• Securities Licenses: Series 7, 24, 63 and 65 or 66 are required.
• Experience reviewing and approving complex marketing materials
• Experience with industry specific technology platforms and vendors (Hadrius, QuestCE, WebCE, EDGAR)
• Experience with GIPS reporting standards beneficial

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. 

Data & Analytics

Accordion's Data & Analytics (D&A) team offers cutting-edge, intelligent solutions to a global clientele, leveraging a blend of domain knowledge, sophisticated technology tools, and deep analytics capabilities to tackle complex business challenges.

We partner with Private Equity clients and their Portfolio Companies across diverse sectors, including Retail, CPG, Healthcare, Media & Entertainment, Technology, and Logistics.

We deliver data and analytical solutions designed to streamline reporting capabilities and enhance business insights across vast and complex data sets ranging from Sales, Operations, Marketing, Pricing, Customer Strategies, and more.

This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

About the Role and You

We're looking for a rare combination: a data scientist who thinks like a strategist and a strategist who speaks fluent data. You fall in love with problems and quantify complex situations using math. This isn't a role about building models in isolation—it's about transforming how a business makes decisions, identifies opportunities, and drives growth. You'll be equal parts analyst, advisor, and architect of our strategic direction.

What You'll Do

You'll sit at the intersection of data and strategy, turning complex business challenges into quantifiable opportunities. This means diving deep into our numbers to surface insights that others miss, then translating those insights into actionable growth strategies. You'll work directly with leadership to shape major business decisions, from market expansion and pricing strategy to resource allocation and competitive positioning.
Your day-to-day will involve identifying the right questions to ask before anyone else thinks to ask them, building the analytical frameworks to answer those questions, and presenting recommendations that fundamentally shift how we operate. You'll own strategic initiatives from conception through execution, measuring impact and iterating as you go. You’ll travel to client sites as needed, leading AI assessment and Strategy Engagements.

What We're Looking For

The Strategic Mindset: You naturally think several moves ahead. You understand business models, competitive dynamics, and growth levers. You can walk into a room with executives and hold your own in discussions about market strategy, unit economics, and long-term planning. You've seen how businesses succeed and fail, and you know how to spot the difference.
The Technical Depth: You're genuinely strong in quantitative methods—statistics, predictive modeling, optimization, experimental design. You can wrangle messy data, build robust analyses, and know when a sophisticated model is needed versus when a simple calculation will do. Python, R, SQL are still in your wheelhouse.
The Translation Layer: You can explain complex analytical concepts to non-technical stakeholders without dumbing them down. You know how to build conviction around data-driven recommendations and can defend your methodology when challenged. You make the quantitative accessible and actionable.
The Business Acumen: You understand P&Ls, growth metrics, customer economics, and operational levers. You've worked closely enough with business teams to know what keeps them up at night and how your analyses can help them sleep better.

Requirements

• 5+ years of experience in analytical roles with increasing strategic responsibility
• Strong foundation in statistics, machine learning, and quantitative analysis
• Demonstrated experience influencing business strategy through data
• Track record of identifying and driving growth opportunities
• Excellent communication skills with technical and executive audiences
• Proficiency in modern data science tools and languages
• Understanding of business finance and growth frameworks

Ideal Background

You might come from management consulting with deep analytical chops, strategic roles at high-growth companies, corporate strategy teams with hands-on data work, or data science roles where you've grown into strategic advisory. What matters most is that you've successfully used data to change how businesses operate and grow.

What Success Looks Like

In your first year, you'll have identified three major strategic opportunities we weren't seeing before, built the analytical infrastructure to evaluate them rigorously, and driven at least one to implementation with measurable business impact. You'll have become a trusted advisor to leadership and the person they turn to when facing the company's thorniest strategic questions.

The annual salary for this role ranges from: $145,000 to $195,000 USD + bonus + benefits. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-BS1

At Horace Mann, we are driven by a passion for supporting educators and helping them achieve lifelong financial success. As an Application Systems Analyst Programmer, you will play a critical role in supporting, configuring, and enhancing business applications across the organization.

In this role, you will analyze user issues and enhancement requests, identify root causes, and deliver effective, cost-efficient solutions aligned with business objectives. You will serve as a key liaison between business partners and IT, ensuring systems are reliable, efficient, and user-friendly.

Key Responsibilities

• Serve as the primary point of contact for application-related issues and user inquiries

• Troubleshoot, analyze, and document system issues; recommend and implement solutions

• Communicate issue status, timelines, and resolutions clearly to stakeholders

• Provide technical support, user guidance, and training as needed

• Assist with data access, reporting, and enabling user self-service capabilities

• Collaborate with Business Analysts and Developers to design and implement system enhancements

• Develop and execute test plans to validate system changes and ensure quality

• Support help desk requests and resolve technical issues in a timely manner

• Maintain a strong understanding of business processes and supported systems

• Configure insurance products, workflows, and processing rules

• Participate in an on-call rotation to monitor nightly production cycles

Qualifications

• Bachelor’s degree in Computer Science, Business Administration, or a related field (or equivalent experience)

• Working knowledge of enterprise applications and IT-supported systems

• Strong analytical, problem-solving, and communication skills

• Ability to translate technical concepts for non-technical audiences

• Proven ability to collaborate effectively across teams

Preferred Qualifications

• Experience with system testing and release validation

• Familiarity with reporting tools and data analysis

• Experience with policy administration or claims systems

• Experience with LifePRO, Hyland Perceptive, and/or Online ToolWorks SmartBatch

• Knowledge of insurance products (Annuities, Life, IUL, Supplemental Health, Group Health, Group Life)

• Experience with SQL

Salary Range:

$57,500.00 - $79,100.00  

Salary is commensurate to experience, location, etc.

#VIZI 

#LI-LM1 

Job Summary:

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts. 

Essential Job Functions for the Wealth Advisor will include:

• Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
• Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
• Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
• Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
• Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
• Managing client communications and follow-up with clients’ other advisors
• Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention
• Attending company workshops or lectures and speak to groups of potential clients when called upon
• Implementing company policies and procedure
• Other duties as needed

Required Knowledge, Skills and Abilities:

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.

#LI-Hybrid

Hi, we're Oscar. We're hiring a Senior Analyst to join our Authorization Services Design and Configuration team.

Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family.

About the role:

You will be the architect of our medical management operations. In this role, you will design, configure, and optimize the workflows and business rules within our Utilization Management (UM) system to ensure seamless authorization processing. You will translate complex business requirements into automated logic, handle internal escalations to identify root causes and remediation pathways, and act as a subject matter expert to educate cross-functional partners on how our systems drive care decisions.

This is a technical and operational role that requires a systems thinker with a collaborative mindset who enjoys solving complex, systems level problems.

You will report into the Associate Director of Authorization Services.

Work Location: This is a remote position, open to candidates who reside in: Dallas, Texas. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote

Pay Transparency: The base pay for this role is: $67,813 - $89,004 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, and annual performance bonuses.

Responsibilities:

• Manage the configuration and maintenance of authorization workflows, rulesets, and automations within the UM platform.
• Translate business requirements into precise technical specifications, ensuring that business rules and logic are accurately represented, tested, and implemented.
• Investigate and resolve cross-functional escalations by performing root cause analysis on system behavior and configuration gaps.
• Proactively identify "friction points" in the authorization process and document formal opportunities for workflow improvement and automation.
• Act as the primary subject matter expert for the UM system, educating internal teams (Product, Clinical, Regulatory) on how configuration impacts operations and supports business needs.
• Develop testing protocols and execute test scenarios to validate expected system behavior and configuration accuracy. Lead corrective activities when system behavior deviates from expectations.
• Manage assigned caseloads and project tasks through effective dashboard management and prioritization.
• Maintain clear, comprehensive documentation of all business rules, technical specs, and workflow designs.
• Other duties as assigned

Requirements:

• 2+ years of experience in system configuration, business rules management, or technical workflow design.
• 2+ years of experience in a technical/operational role involving root-cause analysis and data troubleshooting.
• Intermediate to Advanced proficiency in Excel/Google Sheets (vlookups, pivot tables, and data manipulation).
• Proven ability to assess and comprehend end-to-end process impacts in complex technical environments.
• Strong communication skills with the ability to explain technical system logic to non-technical stakeholders.
• 1+ year working knowledge of within the healthcare industry (payer or provider).

Bonus points:

• Prior work experience in Prior Authorizations or Insurance Operations.
• 2+ years of proficiency in SQL, BigQuery, or similar database languages.
• Experience using project management and communication tools like JIRA, Linear, and Slack.
• Experience working with large datasets, data verification, and data management.
•  

We are searching for a Senior Data Analyst, Workforce Strategy to join the Operations Excellence team, who would be based in Dallas, TX. In this role, you will forecast, allocate, and optimize all operations headcount to align resource plans and schedules to hiring and vendor engagement strategies. You will be at the forefront of our staffing and vendor management strategy, working closely with cross-functional teams to gather and analyze data, identify trends, and develop plans that support our operational goals. This role requires strategic orchestration, analyzing workforce needs, and driving momentum under a fast-paced, ever-changing environment.

In this role, you will:

• Partner with Operations, Strategy, Recruiting, and Finance leaders to forecast and align headcount needs against organizational strategy and roadmap
• Build sophisticated financial and operational models that connect business drivers to staffing requirements, recruiting / vendor management plans, and budget implications
• Build intuitive dashboards, metrics, and reports that highlight staffing utilization, labor productivity constraints, and capacity gaps
• Partner with senior Operations and Finance leaders to develop scenarios balancing service levels, cost optimization, and growth objectives
• Apply probabilistic modeling, Python-based simulation modeling, and artificial intelligence to simulate cost & efficiency trade-offs and resource optimization
• Lead monthly headcount data analysis and vendor management strategy reviews to synthesize headcount performance inputs from multiple stakeholders into cohesive strategic recommendations
• Analyze large, disparate datasets to uncover statistical trends in labor productivity and attrition
• Monitor workforce KPIs and identify program gaps or execution issues that impact profitability and scalability
• Improving data integrity and automating manual reporting workflows to increase functional efficiency

Required Qualifications: 

• 5+ years of experience in data science, management consulting, investment banking, engineering operations, FP&A, or strategic operations, ideally in a fast-scaling tech environment
• Bachelor’s degree and / or work experience in a quantitative field (e.g. Operations Research, Business Analytics, Economics, Math, Statistics, Finance)
• Exceptional Excel / Gsheets financial modeling skills, SQL, Python and statistical modeling skills and working with business intelligence tools (e.g., Mode, Tableau)
• Experience building/maintaining data pipelines and DBT models
• Strategic mindset with ability to balance detailed analysis with big-picture thinking
• Track record of multi-functional leadership and excellent stakeholder management to drive rapid, effective execution across the organization
• Strong executive presence with demonstrated ability to communicate complex analyses clearly to senior stakeholders
• Superior attention to detail
• Ownership mentality to drive issues and tasks to completion, with a strong bias for action

The base salary range for this position is $104,000 - $150,000 per year. Aurora’s pay ranges are determined by role, level, and location. Within the range, the successful candidate’s starting base pay will be determined based on factors including job-related skills, experience, qualifications, relevant education or training, and market conditions. These ranges may be modified in the future. The successful candidate will also be eligible for an annual bonus, equity compensation, and benefits.

 #LI-KM2

 #Mid-Senior 

Associate, Financial Institutions Group

Brunswick Group is seeking an Associate to join our growing Financial Institutions Group in New York or Washington, DC. 

Brunswick’s Financial Institutions Group advises the world’s leading financial services organizations on how to solve complex, multi-stakeholder challenges while navigating regulation across geographies in a highly scrutinized and volatile environment.

Drawing on our global expertise in media, capital markets, policy, law, research, and crisis and issues management, we develop communications strategies that build and protect corporate reputation over the long term, and through critical moments including mergers and acquisitions, IPOs, capital raisings, leadership changes, governance matters, and responses to activist shareholders.

About the Role:

Client Contribution & Handling

• Serve as an expert advisor to clients on reputation, financial and crisis situations
• Provide relevant insight, guidance and advice to clients
• Play an integral role in the new business process; manage RFPs and participate in pitch preparation

• Deliver strategic advice to clients, drawing on financial institutions communications expertise and depth of professional advisory experience - and contributing to formulation of advice on strategy and communications approach
• Represent the firm in discussions of complex situations with senior executives at client organizations
• Seve as the main point of contact for clients in day-to-day communications.
• Demonstrate deep knowledge of the clients’ businesses and strategic communications issues
• Monitor level of account profitability and intervening as necessary

Communication Skills

• Write thoughtful, well-structured content; considering audience in style and tone of communications
• Express a well-developed point of view; analyzing and distilling complex information
• Exhibit good judgment and exercising discretion
• Question and challenge in a constructive way; presenting unpopular ideas confidently

Team Management

• Manage and mentor team members; work with Partners and Directors on the day-to-day management of staff and client deliverables
• Manage the development of key client documents by playing a vital role in drafting, editing and routing throughout the internal process and external delivery
• Oversee research assignments; distill large volumes of information into the most impactful and helpful insights
• Plan and execute client announcements and events, managing:
• Preparation of strategic communications documents including talking points, Q&As, day-of rollouts, media backgrounders, etc.
• Media handling and approach
• Announcement or event logistics

Networking

• Foster a network of journalist contacts and relationships
• Develop relationships with the analyst and investor community to understand issues and priorities
• Proactively build a network locally to identify talent referrals, new business prospects and media contacts

What We're Looking For

Knowledge, Skills, and Abilities:

• 7-10+ years of relevant work experience in an advisory role focused on corporate reputation, financial and crisis situations
• Deep understanding of business and finance
• Ability to operate effectively in an entrepreneurial, fast-paced environment
• Exceptional written and verbal communication ability
• Energetic team player with strong self-motivation
• Experience managing teams and passionate about mentoring junior staff
• Ability to think strategically and creatively, with strong problem-solving skills
• Strong attention to detail with the ability to multitask in high-pressure situations
• Exhibit discretion with confidential client matters
• Knowledge of the media landscape
• Knowledge of Factiva, Bloomberg and other research resources

Ideal Candidate:

• A rising advisor with experience counseling financial institution clients on business-critical issues (e.g. crisis, M&A, financial situations, geopolitical, etc.)
• Adept at navigating and succeeding within high-performance, entrepreneurial environments
• Excellent communicator with professional polish and strong emotional intelligence
• Entrepreneurial and collaborative spirit
• Desire to mentor and willingness to train junior staff
• Terrific sense of humor

Why Join Us

Whether you are joining a client facing team, a core services team, or starting out on your professional career journey, joining Brunswick unlocks a range of exceptional employee benefits to support your financial future, health and wellness, family and community and continuous professional development.

The successful applicant will be eligible for the following compensation and benefits package: 

Base Pay: The annual base compensation range for this role is $130,000-$170,000. The base pay offered will be determined by factors including experience, skills, training, office location, certifications, and education.

Bonus Eligibility: Annual discretionary bonus contingent upon individual and firm-wide performance.

Benefits: Medical, Dental, and Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance. Commuter Benefits. Generous Paid Time Off: 25 vacation days and 10 days sick leave, as well as 11 paid company holidays. Firm-sponsored 401(k) Plan with 3% automatic company contribution of base and bonus with an additional 1.5% profit share– immediate vesting. Career training and development opportunities. Employee discounts.

Office Policy: At Brunswick, our work is a craft that thrives in teaching environments – whether in our offices or on-site with clients – through real-time observation, collaboration, human connection, clear guidance and by challenging one another to keep getting better. Our policy is that our team members are in person – either in the office or on-site with clients – at least four days each week.

The firm will provide reasonable accommodation to qualified applicants or employees, as defined by applicable law. In addition to the application, the process may include virtual and in-person interviews, as well as an assessment, which may be timed. To request an accommodation during our application and hiring process, email americasaccommodations@brunswickgroup.com.

Hi, we're Oscar. We're hiring a Senior Actuarial Analyst to join our Actuarial team.

Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family.

About the role:

The Senior Analyst, Actuarial will play a key role in Oscar’s valuation function, focusing specifically on risk adjustment across all Affordable Care Act (ACA) markets. This role will own the maintenance and review of actuarial models used to develop risk adjustment accrual estimates, forecasting estimates, and various other analyses.  This is a very dynamic space, which makes this a great opportunity to work on interesting projects and have a BIG impact.

You will report into the Director, Actuarial.

Work Location: This is a remote position, open to candidates who reside in:  Dallas, TX. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote

Pay Transparency: The base pay for this role is: $91,659 - $120,303 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.

Responsibilities:

• Model Management: Maintain and enhance core risk adjustment reporting and forecasting models, ensuring consistency and standardization across all team users.
• Infrastructure & Design: Serve as a key contributor in improving modeling infrastructure; develop recommendations for model design decisions, best practices, and automation/documentation standards.
• Financial Strategy: Develop recommendations for the risk adjustment accrual setting process and provide data-driven insights for the financial planning process.
• Trend Analysis: Identify, triage, and investigate core drivers of observed trends across plan designs, providers, vendors, and markets.
• Stakeholder Engagement: Maintain strong relationships and clear lines of communication with internal and external stakeholders.
• Team Development: Aid in the onboarding of new analysts by collaborating and integrating them into existing processes.
• Governance: Compliance with all applicable laws and regulations.
• Other duties as assigned.
•  

Requirements:

• Bachelor's degree in a STEM field.
• Associate or Fellow of the Society of Actuaries (SOA), or on the track to become one.
• 3+ years of experience in a related field.

Bonus points:

• Strong knowledge of core health insurance concepts and experience with actuarial applications.
• Highly technical with a strong enthusiasm to apply tech-forward methods in actuarial models.

Hi, we're Oscar. We're hiring an Analyst II, Actuarial to join our Actuarial.

Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family.

About the role:

The Analyst II, Actuarial maintains Oscar's forecasting, valuation, and pricing processes for several Affordable Care Act (ACA) markets. You will oversee regularly maintaining and reviewing actuarial models used to develop pricing, forecasting, trend analytics, Incurred but not Reported (IBNR) projections and risk adjustment accruals.

You will report into the Manager, Actuarial.

Work Location: This is a remote position, open to candidates who reside in: Dallas, TX. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote

Pay Transparency: The base pay for this role is: $65,520 - $85,995 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.

Responsibilities:

• Maintain core pricing and plan design models. Ensure consistency and standardization across team users.
• Important contributor in developing and submitting regulatory filings, and developing a viewpoint and recommendation for strategic pricing decisions.
• Develop and provide recommendations for the accrual setting process with respect to IBNR claims, Risk adjustment and Shared Savings deals.
• Identify and triages meaningful observations of experience across plan designs, providers, vendors, and markets.
• Promote and shape Oscar actuarial best practices concerning automation and documentation.
• Maintain relationships, rapport, and lines of communication with all partners.
• Aid in the onboarding of analysts by collaborating and integrating them into existing processes.
• Compliance with all applicable laws and regulations
• Other duties as assigned

Requirements:

• Bachelor's degree in a STEM field.
• Passed a minimum of two actuarial exams.
• 2+ years of experience in a related field.

Bonus points:

• Experience with health insurance concepts and nuances.
• Highly technical with a strong enthusiasm to apply tech-forward methods in actuarial models.
• Proficient in coding

More about the role:

Burson is looking for an entry-level Analyst to join our Social Listening & Analytics team in support of some of the most iconic global brands. If you're a recent graduate with internship experience in digital media, marketing, or communications and you're eager to dive into social media trends, consumer insights, and cultural conversations, this is your chance to grow at the intersection of data and storytelling.

This is a rare opportunity to build a career in social and digital analytics with one of the world’s top global communications firms, while working on some of the most recognizable brands in the world.

What you'll do:

• Assist with data collection, basic research tasks, organizing information
• Support project coordination efforts, meticulously documenting project details, and learning all methodologies.
• Participate in internal training sessions on research tools and best practices.
• Proofreading and numbers checking client deliverables.
• Support social media monitoring and reporting for brands, helping track cultural, competitor, and consumer trends.
• Learn to use tools like Brandwatch, Sprinklr, and NewsWhip to uncover insights that influence brand reputation, sustainability, and social impact initiatives.
• Monitor online conversations and media trends around multiple brands and corporate presence.
• Assist in preparing performance reports for campaigns and brand health tracking across social and digital platforms.
• Collaborate in a fast-paced, cross-functional environment, gaining exposure to both agency and client-side work.

Experience that contributes to success:

• Recent graduates (Bachelor’s degree in data analytics, communications, research or related field).
• Internship experience in marketing, analytics, or social media (agency, brand, or nonprofit experience all welcome).
• Curious and detail-oriented individuals who are excited by data and cultural trends.
• Strong writing, research, and communication skills.
• Proficiency in Microsoft Excel and PowerPoint; bonus points if you’ve dabbled in pivot tables, boolean searches, leveraging LLMs or dashboards.
• Comfortable juggling multiple projects and learning new tools in a dynamic environment.
• Enthusiastic team players eager to contribute to a collaborative and inclusive workplace.

#LI-BO2

Burson is an equal opportunity employer and considers applicants for all positions without discrimination or regard to particular characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers. 

More about the role:

Burson is looking for an entry-level Analyst to join our Social Listening & Analytics team in support of some of the most iconic global brands. If you're a recent graduate with internship experience in digital media, marketing, or communications and you're eager to dive into social media trends, consumer insights, and cultural conversations, this is your chance to grow at the intersection of data and storytelling.

This is a rare opportunity to build a career in social and digital analytics with one of the world’s top global communications firms, while working on some of the most recognizable brands in the world.

What you'll do:

• Assist with data collection, basic research tasks, organizing information
• Support project coordination efforts, meticulously documenting project details, and learning all methodologies.
• Participate in internal training sessions on research tools and best practices.
• Proofreading and numbers checking client deliverables.
• Support social media monitoring and reporting for brands, helping track cultural, competitor, and consumer trends.
• Learn to use tools like Brandwatch, Sprinklr, and NewsWhip to uncover insights that influence brand reputation, sustainability, and social impact initiatives.
• Monitor online conversations and media trends around multiple brands and corporate presence.
• Assist in preparing performance reports for campaigns and brand health tracking across social and digital platforms.
• Collaborate in a fast-paced, cross-functional environment, gaining exposure to both agency and client-side work.

Experience that contributes to success:

• Recent graduates (Bachelor’s degree in data analytics, communications, research or related field).
• Internship experience in marketing, analytics, or social media (agency, brand, or nonprofit experience all welcome).
• Curious and detail-oriented individuals who are excited by data and cultural trends.
• Strong writing, research, and communication skills.
• Proficiency in Microsoft Excel and PowerPoint; bonus points if you’ve dabbled in pivot tables, boolean searches, leveraging LLMs or dashboards.
• Comfortable juggling multiple projects and learning new tools in a dynamic environment.
• Enthusiastic team players eager to contribute to a collaborative and inclusive workplace.

#LI-BO2

Burson is an equal opportunity employer and considers applicants for all positions without discrimination or regard to particular characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers. 

More about the role:

Burson is looking for an entry-level Analyst to join our Social Listening & Analytics team in support of some of the most iconic global brands. If you're a recent graduate with internship experience in digital media, marketing, or communications and you're eager to dive into social media trends, consumer insights, and cultural conversations, this is your chance to grow at the intersection of data and storytelling.

This is a rare opportunity to build a career in social and digital analytics with one of the world’s top global communications firms, while working on some of the most recognizable brands in the world.

What you'll do:

• Assist with data collection, basic research tasks, organizing information
• Support project coordination efforts, meticulously documenting project details, and learning all methodologies.
• Participate in internal training sessions on research tools and best practices.
• Proofreading and numbers checking client deliverables.
• Support social media monitoring and reporting for brands, helping track cultural, competitor, and consumer trends.
• Learn to use tools like Brandwatch, Sprinklr, and NewsWhip to uncover insights that influence brand reputation, sustainability, and social impact initiatives.
• Monitor online conversations and media trends around multiple brands and corporate presence.
• Assist in preparing performance reports for campaigns and brand health tracking across social and digital platforms.
• Collaborate in a fast-paced, cross-functional environment, gaining exposure to both agency and client-side work.

Experience that contributes to success:

• Recent graduates (Bachelor’s degree in data analytics, communications, research or related field).
• Internship experience in marketing, analytics, or social media (agency, brand, or nonprofit experience all welcome).
• Curious and detail-oriented individuals who are excited by data and cultural trends.
• Strong writing, research, and communication skills.
• Proficiency in Microsoft Excel and PowerPoint; bonus points if you’ve dabbled in pivot tables, boolean searches, leveraging LLMs or dashboards.
• Comfortable juggling multiple projects and learning new tools in a dynamic environment.
• Enthusiastic team players eager to contribute to a collaborative and inclusive workplace.

#LI-BO2

Burson is an equal opportunity employer and considers applicants for all positions without discrimination or regard to particular characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers. 

More about the role:

Burson is looking for an entry-level Analyst to join our Social Listening & Analytics team in support of some of the most iconic global brands. If you're a recent graduate with internship experience in digital media, marketing, or communications and you're eager to dive into social media trends, consumer insights, and cultural conversations, this is your chance to grow at the intersection of data and storytelling.

This is a rare opportunity to build a career in social and digital analytics with one of the world’s top global communications firms, while working on some of the most recognizable brands in the world.

What you'll do:

• Assist with data collection, basic research tasks, organizing information
• Support project coordination efforts, meticulously documenting project details, and learning all methodologies.
• Participate in internal training sessions on research tools and best practices.
• Proofreading and numbers checking client deliverables.
• Support social media monitoring and reporting for brands, helping track cultural, competitor, and consumer trends.
• Learn to use tools like Brandwatch, Sprinklr, and NewsWhip to uncover insights that influence brand reputation, sustainability, and social impact initiatives.
• Monitor online conversations and media trends around multiple brands and corporate presence.
• Assist in preparing performance reports for campaigns and brand health tracking across social and digital platforms.
• Collaborate in a fast-paced, cross-functional environment, gaining exposure to both agency and client-side work.

Experience that contributes to success:

• Recent graduates (Bachelor’s degree in data analytics, communications, research or related field).
• Internship experience in marketing, analytics, or social media (agency, brand, or nonprofit experience all welcome).
• Curious and detail-oriented individuals who are excited by data and cultural trends.
• Strong writing, research, and communication skills.
• Proficiency in Microsoft Excel and PowerPoint; bonus points if you’ve dabbled in pivot tables, boolean searches, leveraging LLMs or dashboards.
• Comfortable juggling multiple projects and learning new tools in a dynamic environment.
• Enthusiastic team players eager to contribute to a collaborative and inclusive workplace.

#LI-BO2

Burson is an equal opportunity employer and considers applicants for all positions without discrimination or regard to particular characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers. 

More about the role:

Burson is looking for an entry-level Analyst to join our Social Listening & Analytics team in support of some of the most iconic global brands. If you're a recent graduate with internship experience in digital media, marketing, or communications and you're eager to dive into social media trends, consumer insights, and cultural conversations, this is your chance to grow at the intersection of data and storytelling.

This is a rare opportunity to build a career in social and digital analytics with one of the world’s top global communications firms, while working on some of the most recognizable brands in the world.

What you'll do:

• Assist with data collection, basic research tasks, organizing information
• Support project coordination efforts, meticulously documenting project details, and learning all methodologies.
• Participate in internal training sessions on research tools and best practices.
• Proofreading and numbers checking client deliverables.
• Support social media monitoring and reporting for brands, helping track cultural, competitor, and consumer trends.
• Learn to use tools like Brandwatch, Sprinklr, and NewsWhip to uncover insights that influence brand reputation, sustainability, and social impact initiatives.
• Monitor online conversations and media trends around multiple brands and corporate presence.
• Assist in preparing performance reports for campaigns and brand health tracking across social and digital platforms.
• Collaborate in a fast-paced, cross-functional environment, gaining exposure to both agency and client-side work.

Experience that contributes to success:

• Recent graduates (Bachelor’s degree in data analytics, communications, research or related field).
• Internship experience in marketing, analytics, or social media (agency, brand, or nonprofit experience all welcome).
• Curious and detail-oriented individuals who are excited by data and cultural trends.
• Strong writing, research, and communication skills.
• Proficiency in Microsoft Excel and PowerPoint; bonus points if you’ve dabbled in pivot tables, boolean searches, leveraging LLMs or dashboards.
• Comfortable juggling multiple projects and learning new tools in a dynamic environment.
• Enthusiastic team players eager to contribute to a collaborative and inclusive workplace.

#LI-BO2

Burson is an equal opportunity employer and considers applicants for all positions without discrimination or regard to particular characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers. 

Data Analyst – Inspire11 
 

Elevens, as we call ourselves here, are curiously smart, purposefully scrappy, and dedicated to the highest standard of quality. By being true to ourselves and others, we create a respectful environment that enhances collaboration, drives growth through high expectations, and ensures alignment with our core values. Inspire11 is more than a modern business and technology consulting firm; we're a revolution. We work differently — and it shows. Every move we make is tied to measurable value, and our success aligns with our clients’ success. We partner to simplify the complex, solve sustainably, and stay ahead by continuously pushing our own thinking forward. Value creation isn't something we talk about — it's something we live, every day.  

At Inspire11, we're not just offering a job; we're providing a platform for you to transform the future. You'll feel right at home here if you think differently, build boldly, and lead with impact. We're a place where your unique perspective is valued, your boldness is celebrated, and your potential is unleashed. 

• Growth Through Challenge:  We hold ourselves to the highest standards of excellence and accountability. At Inspire11, we are committed to delivering exceptional results and empowering our employees to take ownership of their work and drive meaningful impact. You'll work alongside elite consultants who challenge you to expand your skills and think even more creatively. 

• The Autonomy to do Your Best Work: Here, outcomes matter more than outputs. It's about the value we create. You'll have the autonomy to shape your work, drive decisions, and make an impact—not just for our clients but for your growth. You'll be challenged to think strategically, anticipate needs, and solve problems. Bold thinking, creative approaches, and challenging conventional wisdom are part of our DNA. Our clients rely on us to lead them into what's next. 

• Diverse Perspectives Driving Innovative Solutions: We champion inclusivity and authenticity, knowing that diverse perspectives drive better solutions. You'll be encouraged to bring your whole self to work, knowing that's where true innovation happens. We also believe that doing great work should be fun. Our culture thrives on energy, camaraderie, and appreciating the unique contributions that make Inspire11 an amazing place. Our teams get energy from being the best they can be. 

What you can expect in this role:
As a Data Analyst, you will serve as a bridge between data and decision-making. You’ll uncover insights, design data products, and help clients realize value through analytics. Your responsibilities will include: 

• Uncovering client needs through stakeholder interviews, process mapping, and exploratory data analysis.
• Assessing and interpreting raw data sets to evaluate trends, data quality, performance metrics, and the accuracy of business logic.
• Designing and building impactful dashboards and reports using tools like Power BI, Tableau, or Looker.
• Profiling and interpreting data to identify patterns and translate them into actionable, insight-driven recommendations.
• Leveraging cloud data platforms (e.g., Snowflake, Databricks, Redshift, Synapse) to access and analyze data at scale.
• Interfacing directly with clients throughout the project lifecycle—gathering requirements, sharing insights, and iterating on deliverables.
• Collaborating cross-functionally with data engineers, architects, and solution owners to deliver holistic solutions.
• Facilitating Agile ceremonies and co-creation workshops with clients to shape iterative, high-impact solutions.
• Exploring opportunities to apply AI and GenAI to automate insights, accelerate reporting, or enhance decision intelligence. 

Tools for success:
We’re looking for analysts who combine technical acumen with consulting savvy and a growth mindset. Ideal candidates bring: 

• 2+ years of consulting experience with a focus on data analysis, BI, or analytics strategy.
• Strong SQL skills, with experience analyzing large datasets and building queries to uncover trends, metrics, and data relationships.
• Hands-on experience with data visualization tools such as Power BI, Tableau, or equivalent.
• Exposure to modern cloud data platforms, including Snowflake, Databricks, Redshift, or Synapse.
• Familiarity with AI and machine learning concepts—and a willingness to explore how GenAI (e.g., ChatGPT, Copilot) can support faster analysis and insight generation.
• Excellent communication and storytelling skills, including experience presenting findings to external stakeholders.
• Comfort in dynamic, cross-functional environments, with an agile mindset and a collaborative working style.
• This role requires the willingness and ability to be onsite at the Inspire11 or client location depending on project needs to maximize in-person collaboration and build stronger relationships. 

 Inspire11 is unable to sponsor employment visas at this time. Applicants must be legally authorized to work in the U.S. at the time of application and throughout the duration of employment. 

Inspire11’s Privacy Policy: https://www.inspire11.com/privacy-policy/  

U.S. Compensation & Benefits  

Compensation at Inspire11 
Inspire11 follows Title VII of the Civil Rights Act of 1964, the Equal Pay Act of 1963, the Illinois Human Rights Act, the Illinois Equal Wage Act, and the Illinois Equal Pay Act of 2003. We believe that people performing the same role at the same level, with similar levels of ability or experience, should be similarly compensated. We also believe that the most critical factors driving compensation should be an Eleven’s skill, experience, performance, responsibility, and effort. We may also consider an employee’s length of service, relevant education, training, or certification, and the requirements of a specific job. We may also consider whether the cost of living or competition for talent in specific markets requires adjustments in compensation for employees in those markets. Our goal is to fairly compensate all our Elevens based on these factors within the Company’s financial ability.   

Compensation may be increased or decreased at Inspire11’s discretion based on an employee’s performance reviews, market conditions, and the Company’s financial performance. Inspire11 will always notify an employee in writing before any change is made to their compensation.  

Bonuses 
We may allow employees in Sales, Recruiting, or Leadership to earn periodic bonuses based on sales, revenue, client-specific or practice-specific targets. These targets are communicated to each eligible employee via offer letter or annual update. All such target-based bonuses are calculated based on the Company and an individual’s periodic performance and will only be awarded if: (a) the employee is meeting performance expectations and is an employee in good standing of the Company; (b) the target is met; and (c) the Company’s current financial performance and market conditions permit the bonus to be paid out. All periodic bonuses are discretionary and are earned only when paid out.   

Each year, the Company will decide whether the Company’s financial performance, market performance, and business realities allow it to create an annual bonus pool. If the Company decides that annual bonuses may be awarded, then the Leadership Team will grant annual bonuses to employees in good standing based on the same factors discussed in the previous paragraph while also considering employees’ diligence, performance, expertise, skill, judgment, and experience. To be eligible to participate in this annual bonus pool, an employee must be hired by no later than October 1st of the preceding year. Annual bonuses and merit increases may be prorated based on hire date. Employees eligible for target-based periodic bonuses are not eligible to participate in the annual bonus pool.   

Options or Other Equity in Inspire11 
Inspire11 has a legacy program that allowed certain high-performing employees to purchase shares of the Company through an affiliate. The Company also has a newer program that grants options annually to high-performing employees based on their performance reviews, their managers’ recommendation, and leadership approval. These options have a vesting period associated with them.  

Benefits 
Full-time employees are eligible for the following contributory benefits, where premiums are partially paid by the Company and partially by the employee:   

• Medical insurance plans, 
• Dental insurance plans, and  
• Vision insurance plans.  

Full-time employees are eligible for the following benefits provided wholly by the Company:  

• Short-term disability, providing for a benefit of 60% of an employee’s salary up to a maximum of $2,000 per week for up to 11 weeks after a 7-day waiting period; 
• Long-term disability, providing for 60% of an employee’s salary up to a maximum of $10,000 per month for the time period from the 91st day after a qualifying event through the earlier of the end of the disability or age 67; 
• Life insurance, providing for a benefit of two times the employee’s annual salary, up to a maximum payout of $400,000;   
• A connectivity stipend of $325 annually; 
• Employee Assistance Program, providing for confidential counseling sessions, 24-hour crisis support, online peer support groups, skills training, behavioral health coaching, initial free legal consultations (and discounted rates on referred lawyers), online legal forms, assistance with eldercare and parenting services, among other things.  

Full-time employees are also eligible to participate in the Company’s 401(k) plan, which allows employees to contribute to a standard or Roth IRA. According to a vesting schedule, the Company matches 100% of employee contributions up to 3% of an employee’s salary.  

Depending on eligibility and their elections, full-time employees may also have access to certain tax-advantaged savings accounts set up through the Company, into which employees contribute withheld funds:   

• Flexible savings accounts
• Limited-purpose flexible savings accounts  
• Healthcare savings accounts
• Dependent care savings accounts  
• Commuter benefit accounts  

Paid Time Off and Leave 
Inspire11 grants all eligible employees any statutory leave required by federal, Illinois, or other applicable law, such as FMLA, bereavement, sick leave, emergency leave, jury duty or witness leave, and VESSA leave.   

In addition, Inspire11 has a self-managed paid time off policy (PTO) that does not set predetermined upper limits on the amount of PTO an employee may take. All PTO must be requested in advance and approved by the appropriate supervisor to ensure client work can continue. All full-time employees are expected to take a minimum of one week of PTO each year.   

Inspire11 offers paid parental leave to full-time employees who have been with the company for at least one year. Birthing parents are eligible for up to 12 weeks of paid parental leave, while non-birthing parents are eligible for up to 6 weeks. Short-term disability (STD) benefits are also provided following childbirth. When combined with PTO and STD, birthing parents may receive a total of 18–20 weeks of paid leave. Lastly, Inspire11 has eight paid holidays.  

Other Benefits 
Inspire11 also maintains other programs that provide additional benefits to employees, such as:   

• Impact to 11: a charitable giving matching program where, after being employed by Inspire11 for a year, employees may request that a qualifying charity receive up to $500 in matching donations each year. 
• Professional development benefits for qualifying employees: a program allowing for reimbursement of certain course materials and costs on a discretionary basis for employees who have been at Inspire11 for at least 6 months, with supervisor’s approval. 
• Regular gifts of Inspire11 clothes, office items, and swag.  

Disclaimer 
This document applies only to the United States and to Inspire11 LLC, not our worldwide partners.  

Inspire11 reserves the right to change the benefits offered to employees in accordance with applicable law based on business needs, market conditions, and financial stability. Before changing any benefits, Company will notify all employees of the change and will update this document.  

EEOC 
Inspire11 is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. If you need assistance or a reasonable accommodation during the application process, please contact us at hr@inspire11.com, or inform your recruiting partner.  

Solution Analyst - Inspire11
 

Elevens, as we call ourselves here, are curiously smart, purposefully scrappy, and dedicated to the highest standard of quality. By being true to ourselves and others, we create a respectful environment that enhances collaboration, drives growth through high expectations, and ensures alignment with our core values. Inspire11 is more than a modern business and technology consulting firm; we're a revolution. We work differently — and it shows. Every move we make is tied to measurable value, and our success aligns with our clients’ success. We partner to simplify the complex, solve sustainably, and stay ahead by continuously pushing our own thinking forward. Value creation isn't something we talk about — it's something we live, every day. 

At Inspire11, we're not just offering a job; we're providing a platform for you to transform the future. You'll feel right at home here if you think differently, build boldly, and lead with impact. We're a place where your unique perspective is valued, your boldness is celebrated, and your potential is unleashed. 

• Growth Through Challenge:  We hold ourselves to the highest standards of excellence and accountability. At Inspire11, we are committed to delivering exceptional results and empowering our employees to take ownership of their work and drive meaningful impact. You'll work alongside elite consultants who challenge you to expand your skills and think even more creatively. 

• The Autonomy to do Your Best Work: Here, outcomes matter more than outputs. It's about the value we create. You'll have the autonomy to shape your work, drive decisions, and make an impact—not just for our clients but for your growth. You'll be challenged to think strategically, anticipate needs, and solve problems. Bold thinking, creative approaches, and challenging conventional wisdom are part of our DNA. Our clients rely on us to lead them into what's next. 

• Diverse Perspectives Driving Innovative Solutions: We champion inclusivity and authenticity, knowing that diverse perspectives drive better solutions. You'll be encouraged to bring your whole self to work, knowing that's where true innovation happens. We also believe that doing great work should be fun. Our culture thrives on energy, camaraderie, and appreciating the unique contributions that make Inspire11 an amazing place. Our teams get energy from being the best they can be. 

 What you can expect in this role: 

• Collaborate with clients and stakeholders to define, document, and validate business and technical requirements that align with business goals.
• Decompose requirements into succinct and actionable user stories to drive solution delivery.
• Facilitate Agile ceremonies and support cross-functional teams in adhering to Agile and SDLC frameworks.
• Leverage the latest automation capabilities to drive efficiencies across discovery and development activities. 
• Act as a liason across business and technical delivery teams, ensuring alignment and shared understanding.
• Support product ideation, discovery, and solution design through data profiling, rapid prototyping, and exploratory analysis.  
• Proactively identify risks, resolve conflicts, and ensure timely, high-quality delivery of solutions. 

 Tools for success: 

• 3–5 years of experience in business analysis, system analysis, or related consulting roles, with exposure to Agile delivery models.
• Proven ability to generate user stories, manage backlogs, and facilitate Agile ceremonies. 
• Strong client management, relationship building, communication, and problem-solving skills.
• Experience in technical product decomposition, requirements traceability, and risk management.
• Familiarity with data storytelling, SQL, BI tools, and technical requirements capture is a plus.
• Organized, detail-oriented, and comfortable managing multiple workstreams in dynamic, fast-paced environments. 

This role requires the willingness and ability to be onsite at the Inspire11 or client location depending on project needs to maximize in-person collaboration and build stronger relationships. 

Inspire11 is unable to sponsor employment visas at this time. Applicants must be legally authorized to work in the U.S. at the time of application and throughout the duration of employment. 

Inspire11’s Privacy Policy: https://www.inspire11.com/privacy-policy/  

U.S. Compensation & Benefits  

Compensation at Inspire11 
Inspire11 follows Title VII of the Civil Rights Act of 1964, the Equal Pay Act of 1963, the Illinois Human Rights Act, the Illinois Equal Wage Act, and the Illinois Equal Pay Act of 2003. We believe that people performing the same role at the same level, with similar levels of ability or experience, should be similarly compensated. We also believe that the most critical factors driving compensation should be an Eleven’s skill, experience, performance, responsibility, and effort. We may also consider an employee’s length of service, relevant education, training, or certification, and the requirements of a specific job. We may also consider whether the cost of living or competition for talent in specific markets requires adjustments in compensation for employees in those markets. Our goal is to fairly compensate all our Elevens based on these factors within the Company’s financial ability.   

Compensation may be increased or decreased at Inspire11’s discretion based on an employee’s performance reviews, market conditions, and the Company’s financial performance. Inspire11 will always notify an employee in writing before any change is made to their compensation.  

Bonuses 
We may allow employees in Sales, Recruiting, or Leadership to earn periodic bonuses based on sales, revenue, client-specific or practice-specific targets. These targets are communicated to each eligible employee via offer letter or annual update. All such target-based bonuses are calculated based on the Company and an individual’s periodic performance and will only be awarded if: (a) the employee is meeting performance expectations and is an employee in good standing of the Company; (b) the target is met; and (c) the Company’s current financial performance and market conditions permit the bonus to be paid out. All periodic bonuses are discretionary and are earned only when paid out.   

Each year, the Company will decide whether the Company’s financial performance, market performance, and business realities allow it to create an annual bonus pool. If the Company decides that annual bonuses may be awarded, then the Leadership Team will grant annual bonuses to employees in good standing based on the same factors discussed in the previous paragraph while also considering employees’ diligence, performance, expertise, skill, judgment, and experience. To be eligible to participate in this annual bonus pool, an employee must be hired by no later than October 1st of the preceding year. Annual bonuses and merit increases may be prorated based on hire date. Employees eligible for target-based periodic bonuses are not eligible to participate in the annual bonus pool.   

Options or Other Equity in Inspire11 
Inspire11 has a legacy program that allowed certain high-performing employees to purchase shares of the Company through an affiliate. The Company also has a newer program that grants options annually to high-performing employees based on their performance reviews, their managers’ recommendation, and leadership approval. These options have a vesting period associated with them.  

Benefits 
Full-time employees are eligible for the following contributory benefits, where premiums are partially paid by the Company and partially by the employee:   

• Medical insurance plans, 
• Dental insurance plans, and  
• Vision insurance plans.  

Full-time employees are eligible for the following benefits provided wholly by the Company:  

• Short-term disability, providing for a benefit of 60% of an employee’s salary up to a maximum of $2,000 per week for up to 11 weeks after a 7-day waiting period; 
• Long-term disability, providing for 60% of an employee’s salary up to a maximum of $10,000 per month for the time period from the 91st day after a qualifying event through the earlier of the end of the disability or age 67; 
• Life insurance, providing for a benefit of two times the employee’s annual salary, up to a maximum payout of $400,000;   
• A connectivity stipend of $325 annually; 
• Employee Assistance Program, providing for confidential counseling sessions, 24-hour crisis support, online peer support groups, skills training, behavioral health coaching, initial free legal consultations (and discounted rates on referred lawyers), online legal forms, assistance with eldercare and parenting services, among other things.  

Full-time employees are also eligible to participate in the Company’s 401(k) plan, which allows employees to contribute to a standard or Roth IRA. According to a vesting schedule, the Company matches 100% of employee contributions up to 3% of an employee’s salary.  

Depending on eligibility and their elections, full-time employees may also have access to certain tax-advantaged savings accounts set up through the Company, into which employees contribute withheld funds:   

• Flexible savings accounts
• Limited-purpose flexible savings accounts  
• Healthcare savings accounts
• Dependent care savings accounts  
• Commuter benefit accounts  

Paid Time Off and Leave 
Inspire11 grants all eligible employees any statutory leave required by federal, Illinois, or other applicable law, such as FMLA, bereavement, sick leave, emergency leave, jury duty or witness leave, and VESSA leave.   

In addition, Inspire11 has a self-managed paid time off policy (PTO) that does not set predetermined upper limits on the amount of PTO an employee may take. All PTO must be requested in advance and approved by the appropriate supervisor to ensure client work can continue. All full-time employees are expected to take a minimum of one week of PTO each year.   

Inspire11 offers paid parental leave to full-time employees who have been with the company for at least one year. Birthing parents are eligible for up to 12 weeks of paid parental leave, while non-birthing parents are eligible for up to 6 weeks. Short-term disability (STD) benefits are also provided following childbirth. When combined with PTO and STD, birthing parents may receive a total of 18–20 weeks of paid leave. Lastly, Inspire11 has eight paid holidays.  

Other Benefits 
Inspire11 also maintains other programs that provide additional benefits to employees, such as:   

• Impact to 11: a charitable giving matching program where, after being employed by Inspire11 for a year, employees may request that a qualifying charity receive up to $500 in matching donations each year. 
• Professional development benefits for qualifying employees: a program allowing for reimbursement of certain course materials and costs on a discretionary basis for employees who have been at Inspire11 for at least 6 months, with supervisor’s approval. 
• Regular gifts of Inspire11 clothes, office items, and swag.  

Disclaimer 
This document applies only to the United States and to Inspire11 LLC, not our worldwide partners.  

Inspire11 reserves the right to change the benefits offered to employees in accordance with applicable law based on business needs, market conditions, and financial stability. Before changing any benefits, Company will notify all employees of the change and will update this document.  

EEOC 
Inspire11 is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. If you need assistance or a reasonable accommodation during the application process, please contact us at hr@inspire11.com, or inform your recruiting partner.  

About the position

Altruist is entering an exciting new phase, and we're looking for an Tax and Retirement Operations Analyst to join our team. As a Tax & Retirement Operations Analyst, you’ll play a vital role behind the scenes, ensuring that all tax, cost basis, and retirement operations are accurate, compliant, and efficient. You’ll maintain the integrity of thousands of client accounts — processing transactions, reconciling data, producing tax forms, and ensuring compliance with IRS and regulatory standards.

This role is ideal for someone with exceptional attention to detail, a strong understanding of brokerage and retirement operations, and a drive to deliver operational excellence in a fast-paced fintech environment.

What you’ll do

• Maintain and update client cost basis across equities, mutual funds, ETFs, fixed income, and options.
• Process and reconcile corporate actions (splits, mergers, spin-offs, return of capital events) with real-time cost basis adjustments.
• Manage wash sales, gain/loss adjustments, and tax corrections in compliance with IRS standards.
• Support the production, review, and reconciliation of tax forms, including Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-OID, 5498, and 1099-R.
• Investigate and resolve cost basis discrepancies by collaborating with custodians, fund companies, and internal teams.
• Ensure complete and accurate cost basis preservation during ACATs, non-ACATs, and asset transfers.
• Manage transactions including contributions, distributions, rollovers, RMD recalculations, Roth conversions, recharacterizations, and death claims.
• Collaborate with internal teams (Client Success, Compliance, Product, Engineering) to improve processes and resolve operational issues.
• Ensure all retirement operations meet regulatory and IRS standards, including Publication 590-A/B and the SECURE Acts.

What you’ll bring

• 1+ years of experience in financial operations, retirement services, cost basis management, or brokerage operations
• Bachelor’s degree or equivalent experience in financial services, operations, or accounting.
• Knowledge of IRA and 401(k) account rules, custodial operations, and tax reporting.
• Familiarity with a wide range of investment products (stocks, bonds, mutual funds, ETFs, options).
• Sharp attention to detail with strong analytical and problem-solving skills.
• Ability to prioritize, multitask, and thrive in a deadline-driven environment.
• Excellent written and verbal communication skills with the ability to collaborate cross-functionally.

Nice to have:

• FINRA Series 99 or Series 7 license (or willingness to obtain).
• Understanding of retirement vs. non-retirement tax treatment and beneficiary rules.
• Knowledge of IRA and 401(k) account rules, custodial operations, and tax reporting.