UNKNOWN

ADAPTED_NOW

Specific tasks include: financial statement spreading; completing financial analysis documents; updating and creating new requests, modifications, renewals and annual reviews in the Bank's commercial loan system; tracking and completing covenant monitoring, completing industry research and developing a strong understanding of the Bank's commercial loan policy. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.

Location: On site at location(s) listed on job posting. Summary The Credit Analyst, Sr position provides high level analytical support in underwriting/analyzing commercial credit facilities and assisting Portfolio Managers and Relationship Managers in managing customer relationships. A Senior CA will be expected to provide credit analysis support for assigned lending relationships. The position also provides mentoring and guidance to Client Specialists and other Credit Analysts as it relates to lending guidelines, and underwriting standards. The ideal candidate works well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include <ul><li> Interpret financial statements and provide financial analysis support utilized in underwriting complex C&I loans with a focus on Medical Practices, service companies and commercial private client ventures. </li><li> Work proactively to ensure production is prioritized appropriately and completed in a timely manner. Specific tasks include: financial statement spreading; completing financial analysis documents; updating and creating new requests, modifications, renewals and annual reviews in the Bank's commercial loan system; tracking and completing covenant monitoring, completing industry research and developing a strong understanding of the Bank's commercial loan policy. </li><li> Participate in transaction structuring and relationship strategy meetings with management and credit partners to justify and explain information in the analysis when warranted. </li><li> Analyze and prepare complex credit approval documentation in FHB's commercial loan system. The senior analyst is responsible for accurately reflecting all loan terms, collateral, covenants, loan grade inputs, policy exceptions, and calculating credit exposure for a given relationship in the commercial loan system. </li><li> Partner with Portfolio Managers to monitor and manage assigned commercial loan portfolios. This responsibility includes tracking covenants, recording financial statements, and monitoring company performance against expectations. Credit Analyst is responsible not only for accurate calculations and inputs but also for thoughtful implementation of policies, procedures, and guidelines. </li><li> Participate in internal credit conversations with PM's, RM's Credit Risk Managers and senior management and in external meetings with clients and prospects. </li><li> Participate in or lead special projects and assignments and performs other duties assigned. </li><li> The successful candidate will demonstrate consistently high level of ownership of personal performance metrics and team initiatives, flexibility in responding to RM/PM/senior management and client deadlines, extreme level of detail and follow-through, and independence within the framework of the role in assisting in achieving business goals. </li><li> Identify and report material changes or trends in the financial statements of borrowers or guarantors observed in the preparation of credit approval presentations </li></ul> Qualifications Include <ul><li> Bachelor's degree (B.A.), preferably in Accounting, Finance or Business or equivalent in specific work experience </li><li> 5 or more years of related experience in Financial Services, Banking, Credit Analysis, Loan Review or similar background preferred </li><li> Familiarity with corporate credit products and the processes used to analyze financial data </li><li> Good fundamental understanding of general bank operations and the commercial lending process </li><li> Strong computer skills required with the following programs: Access, Word, PowerPoint, Outlook and highly proficient skills with Excel </li><li> Experience with Salesforce or nCino applications is a plus </li><li> Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials and significant business partners </li><li> Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals </li></ul> About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

First Horizon Bank

Senior Credit Analyst

Accounting

Alliance/Partner Management

Analysis Skills

Banking Operations

Banking Services

Brokerage

Capital Markets

Commercial Banking

Commercial Loans

Computer Skills

Credit Analysis

Credit Risk

Customer Relationship Management (CRM)

Documentation

Establish Priorities

Facebook

Finance

Financial Analysis

Financial Reporting

Financial Services

Financial Statements

Financial Trend Analysis

Fixed Income Investments

Follow Through

Investment Management

Legal Documents

Loan Policy

Loan Portfolio

Loan Review

Loans

Mentoring

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Microsoft Word

Mortgage

Performance Analysis

Performance Metrics

Policy Implementation

Private Banking

Problem Solving Skills

Procedure Implementation

Research & Development (R&D)

Retail

Risk Management

Salesforce.com

Small Business

Team Player

Time Management

Underwriting

Wealth Management

JobAdX

FEED

YEAR

Your Professional Development:From our New Orleans office you will work with SFA’s Partners and directly support our Searchers while gaining significant exposure to entrepreneurship and private equity, specifically search fund investing, across myriad industries and business models. Through hands-on experience and under the direction of the Partners, you will develop analytical, operational, and management skills, within a growth-oriented company setting.

<h3>Description</h3> <div>Your Professional Development:</div><div> </div><div>From our New Orleans office you will work with SFA’s Partners and directly support our Searchers while gaining significant exposure to entrepreneurship and private equity, specifically search fund investing, across myriad industries and business models. Through hands-on experience and under the direction of the Partners, you will develop analytical, operational, and management skills, within a growth-oriented company setting. You will also build a career-long strategic network of relationships and friendships. </div> <h3>Your Day-to-Day:</h3> <ul><li>Evaluate Opportunities: Assist in developing investment theses</li><li>Deal Execution: Support of Searchers and Partners</li><li>Work with Searchers: Perform valuation analyses on target companies, negotiate LOIs, scope and coordinate due diligence, develop and maintain financial models, perform sensitivity analyses, prepare bank presentations, and draft investment memoranda</li><li>Process/Workflow: Apply SOP’s to optimize impact & maximize success</li><li>Tech Stack: Administer our tools for continuous improvement & development</li><li>Brand Ambassador: Champion SFA’s culture across recruiting activities, on-campus events, conferences, and our annual CEO retreat.</li></ul> <h3>How You Know It's Right:</h3> <div>Ideal Traits:</div><ul><li>Interested in entrepreneurship</li><li>High energy, enthusiasm, strong EQ</li><li>Friendly, empathetic, with a sense of humor</li><li>Thrive in a small team, startup environment</li><li>Can present to and train others in small group settings</li></ul><div>Needed for Success:</div><ul><li>Bachelor’s Degree (or equivalent)</li><li>Financial (LBO) Modeling</li><li>+4yrs: Institutional Investments and/or Operations (preferred)</li><li>Skills: Quantitative, Analytical, Research, Process Oriented</li></ul> <h3>SFA's Contributions to You!</h3> <ul><li>$125,000/yr + Bonus Potential</li><li>100% of your health plan (we want you to be taken care of completely)</li><li>Paid Time Off</li><li>Training & Professional Development</li><li>Our Offices: Collaborative & Relaxed</li><li>Our Teams: Small, your impact is not only noticed but also appreciated! </li></ul>

Search Fund Accelerator

Investment Associate (New Orleans Based)

Business Model

Conferences

Continuous Improvement

Due Diligence

Entrepreneurship

Financial Modeling

Health Plan

Negotiation Skills

Operational Audit

Operations Management

Operations Planning

Presentation/Verbal Skills

Quantitative Analysis

Sales Qualification

Standard Operating Procedures (SOP)

Startup

Writing Skills

PinpointHQ

We are able to treat a wide range of needs – everything from addressing poorly controlled blood sugar to combatting anxiety to accessing medically tailored meals – because we know that health requires care for the whole person. This role will analyze medical claims, utilization trends, and financial performance to help quantify the impact of clinical programs and inform contract strategy with payers and partners.

Company Overview:Upward Health is an in-home, multidisciplinary medical group providing 24/7 whole-person care. Our clinical team treats physical, behavioral, and social health needs when and where a patient needs help. Everyone on our team from our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staff are driven by a desire to improve the lives of our patients. We are able to treat a wide range of needs – everything from addressing poorly controlled blood sugar to combatting anxiety to accessing medically tailored meals – because we know that health requires care for the whole person. It's no wonder 98% of patients report being fully satisfied with Upward Health!Job Title & Role Description:  The Medical Economics Analyst will be a key member of the finance and analytics team, supporting the organization's value-based care strategy through data-driven insight. This role will analyze medical claims, utilization trends, and financial performance to help quantify the impact of clinical programs and inform contract strategy with payers and partners.This is an excellent opportunity for a detail-oriented and driven professional with a passion for healthcare and strong analytical skills to grow within a dynamic and mission-driven organization. Responsibilities:<ul><li>Analyze total cost of care (TCOC), utilization, and quality trends across Upward Health populations</li><li>Support financial impact modeling for value-based initiatives, including ER diversion, home-based care, and chronic care management</li><li>Identify cost drivers and areas of opportunity using claims, clinical, and operational data</li><li>Develop methodologies to assess return on investment (ROI) of clinical interventions</li><li>Partner with clinical, finance, and contracting teams to inform payor negotiations and risk adjustment strategy</li><li>Produce recurring dashboards and ad hoc analyses for senior leadership, clinical leadership, and health plan partners</li><li>Support budgeting and forecasting for risk-based contracts</li><li>Collaborate with actuaries and population health teams to refine attribution, benchmarks, and risk scores</li></ul> Skills Required:<ul><li>Technical Proficiency:<ul><li>Advanced Excel and SQL skills required.</li><li>Proficiency in data visualization tools such as Tableau, Power BI, or QlikView.</li><li>Experience with statistical tools such as SAS, R, or Python preferred.</li></ul></li><li>Data Analysis:<ul><li>Strong knowledge of healthcare claims data (medical, pharmacy, eligibility).</li><li>Ability to conduct cost/utilization analysis, trend analysis, and predictive modeling.</li><li>Experience working with Medicare Advantage, Medicaid Managed Care, or Dual Eligible populations.</li><li>Familiarity with CMS HCC risk adjustment models and RAF score analysis</li><li>Exposure to actuarial methods, including trend normalization or IBNR estimation.</li></ul></li><li>Communication:<ul><li>Ability to translate complex data into actionable insights.</li><li>Strong written and verbal communication skills for presenting to stakeholders.</li></ul></li><li>Project Management:<ul><li>Experience managing multiple priorities and meeting deadlines in a fast-paced environment.</li></ul></li></ul>Key Behaviors: <ul><li>Analytical Rigor<ul><li>Demonstrates strong critical thinking and problem-solving skills.</li><li>Uses data to drive decisions and remains objective when interpreting findings.</li></ul></li><li>Attention to Detail<ul><li>Ensures accuracy in data analysis, coding, and reporting.</li></ul></li><li>Collaboration<ul><li>Works effectively with cross-functional teams including finance, clinical, IT, and operations.</li></ul></li><li>Initiative<ul><li>Proactively identifies opportunities for improvement or cost containment.</li></ul></li><li>Adaptability<ul><li>Comfortable working in a fast-paced and changing healthcare environment.</li></ul></li><li>Integrity and Confidentiality<ul><li>Maintains high ethical standards, especially when dealing with sensitive patient and financial data.</li></ul></li><li>Business Acumen:<ul><li>Understanding of managed care, value-based care, and healthcare reimbursement models.</li></ul></li></ul> Competencies:<ul><li>Healthcare Industry Knowledge: Solid understanding of the healthcare ecosystem, including payers, providers, and regulatory frameworks.</li><li>Quantitative Analysis: Expertise in statistical and financial analysis, particularly related to healthcare cost and utilization.</li><li>Problem Solving: Ability to identify root causes of complex issues and recommend practical solutions.</li><li>Data Management: Skilled in extracting, cleaning, and structuring large datasets from multiple sources.</li><li>Strategic Insight: Capable of connecting analysis to business goals and influencing organizational strategy.</li></ul> Qualifications<ul><li>Bachelor's degree in economics, public health, healthcare administration, finance, statistics, or a related field; Master's preferred (MPH, MHA, MS, MBA)</li><li>2+ years of experience in medical economics, healthcare analytics, or population health analysis; provider-side experience strongly preferred</li><li>Proficiency with healthcare claims data and common file formats (837, 835, encounter data)</li><li>Skilled in SQL, Excel, and at least one analytics tool (e.g., Tableau, Power BI, R, or Python)</li><li>Understanding of value-based payment models, including shared savings, capitation, and risk adjustment</li><li>Strong business acumen with the ability to present complex data clearly and actionably</li><li>Ability to thrive in a fast-paced, mission-driven organization</li></ul> Upward Health is proud to be an equal opportunity employer. We are committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. This job description is a general outline of duties performed and is not to be misconstrued as encompassing all duties performed within the position.<div class="content-pay-transparency"><div class="title" style="font-weight:600;padding-top:8px">UH Corporate pay range</div><div class="pay-range">$100,000—$110,000 USD</div></div><div class="content-conclusion"><a href="https://flimp.live/Upward-Health-Benefits-2025-26" rel="nofollow">Upward Health Benefits</a><a class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://upwardhealth.com/core-values/" id="menur3se" rel="nofollow noopener noreferrer" target="_blank">Upward Health Core Values</a><a href="https://www.youtube.com/channel/UCl7dDJIXybzdmVqnh-OI9Ug" rel="nofollow">Upward Health YouTube Channel</a>  </div>

Investment Jobs in Jefferson, LA

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Investment Jobs in Jefferson, LA

Senior Credit Analyst First Horizon Bank

Investment Associate (New Orleans Based) Search Fund Accelerator

Medical Economics Analyst Upward Health

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