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3 results for Presentation Designer in Ventura, CA

AVP of Operations

Carpinteria, CA
onsite
Permanent / Full Time
80000.00 - 125000.00 USD / Yearly
We are looking for an experienced operations leader to support the growth and effectiveness of practice management programs for financial professionals in Carpinteria, California. This role focuses on designing and delivering high-impact learning experiences, consulting with business owners on operational improvement opportunities, and partnering across teams to strengthen performance and consistency. The ideal candidate brings strong financial services knowledge, a practical understanding of business operations, and the ability to translate complex needs into clear, actionable programs. Responsibilities: • Design, update, and manage a comprehensive practice management curriculum for new and established financial professionals and Financial Center owners. • Partner with sales, recruiting, marketing, and other internal stakeholders to identify operational skill gaps and create learning solutions that address business needs. • Produce instructional content in multiple formats, including guides, presentations, digital courses, videos, and reference materials, to support varied learning preferences. • Lead virtual and in-person training sessions, workshops, and orientation programs that help participants improve productivity, consistency, and long-term business performance. • Evaluate the needs of Financial Centers and advisors, then develop tailored annual practice management plans supported by coaching, resources, and follow-up documentation. • Advise business owners on growth strategies, service expansion opportunities, and practice development initiatives that can increase revenue and enterprise value. • Maintain high standards for instructional design, program quality, and learner engagement across all training materials and facilitation methods.
2026-06-19T15:53:44Z

Business Intelligence (BI) Engineer

Los Angeles, CA
onsite
Permanent / Full Time
150000.00 - 180000.00 USD / Yearly
We are looking for a Business Intelligence Engineer to help strengthen and scale a modern analytics environment in Los Angeles, California. This position will focus on transforming raw data into dependable business insights through thoughtful modeling, reliable pipelines, and well-designed reporting solutions. The ideal candidate brings strong experience with Snowflake, dbt, and Power BI, along with the ability to translate complex operational data into clear metrics that support leadership and cross-functional teams. Responsibilities: • Design and maintain semantic models that support reporting needs across operational and executive audiences. • Build scalable dimensional and subject-focused data models that reflect key business areas such as sales, marketing, finance, compliance, and contact center performance. • Define and standardize metrics, calculation logic, and KPI frameworks to improve consistency across dashboards and analytics outputs. • Develop transformation workflows in Snowflake using dbt, organizing data into staging, core, and presentation-ready layers. • Establish and enhance testing practices to validate schema integrity, data accuracy, and business rule alignment. • Oversee scheduling and orchestration of data workflows to support dependable movement from ingestion through reporting delivery. • Investigate source data issues through profiling and discovery, identifying gaps that affect reporting quality and downstream trust. • Create and improve Power BI dashboards that present actionable insights for stakeholders across the organization.
2026-06-16T17:54:01Z

Business Systems Analyst

Torrance, Ca, CA
remote
Temporary / Contract
59.00 - 61.00 USD / Hourly
We are looking for an experienced Business Systems Analyst to support privacy-focused business and technology initiatives in Southern California. This Long-term Contract position will work closely with business leaders, compliance partners, and technical teams to define needs, improve processes, and shape practical solutions that align with regulatory expectations and organizational goals. The role requires strong analytical thinking, clear documentation, and the ability to guide discussions with both technical and non-technical stakeholders in an onsite environment four days per week. Responsibilities:• Partner with project leaders, business sponsors, and key stakeholders to define initiative goals, expected outcomes, and overall business scope.• Examine complex operational challenges and convert findings into structured, scalable recommendations that support long-term business needs.• Lead discovery sessions with senior stakeholders and subject matter experts to capture detailed business needs, process expectations, and user scenarios.• Organize and facilitate workshops, interviews, and stakeholder meetings to gather requirements, clarify priorities, and build consensus across teams.• Translate business needs into well-defined functional requirements and communicate them clearly to developers, architects, and delivery teams.• Review current processes and systems to identify gaps, inefficiencies, risks, and opportunities for improvement, including privacy and compliance considerations.• Produce and maintain core analysis artifacts such as requirements documents, process maps, workflow diagrams, mock-ups, and traceability records.• Collaborate with cross-functional teams to support solution design, validate that outcomes meet business and regulatory expectations, and assist with audit readiness activities.• Support planning and execution activities across the project lifecycle, ensuring requirements remain aligned through design, testing, and implementation.
2026-06-17T13:43:46Z