Manager, Regulatory Accounting - Fidelity Funds and Investment Operations
Fidelity Investments 4.6
Merrimack, NH jobs
The Role
As a Manager, Regulatory Accounting, this role is responsible for oversight of the workflow to ensure accuracy and timely delivery of audit package materials. The team supports regulatory filings for 40 act mutual funds, ETFs, institutional accounts and alternative products including private credit funds. Data analysis and enrichment is a key component of the role. Requires collaboration with the management team to set direction, develop talent and lead process improvement initiatives.
The Expertise and Skills You Bring
Bachelor's degree in accounting/finance (preferred).
Strong working knowledge of Mutual Fund Operations, Accounting or Regulatory Reporting. Alternative products experience a plus.
Related Accounting, Finance or Regulatory Reporting Experience
Theoretical knowledge of Alternative Investments, Accounting & Mutual Fund Industry.
Ability to identify and resolve problems associated with work of the team as well as own work; guide the team in responding to customer inquiries and escalates accordingly.
Ability to adapt to a constantly evolving regulatory and operations environment.
Strong leadership skills and ability to communicate with upstream and downstream business partners.
Technical expertise to produce, analyze and enrich large sets of data using accounting system and MS Office tools.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Accounting for Regulatory Reporting Compliance (ARRC) Team is responsible for delivering quality accounting system data to internal and external business partners supporting regulatory reporting requirements. The team prepares and delivers over 7k annual audit workpapers supporting mutual funds, private funds and alternative products. Fidelity's monthly regulatory reporting requirements cannot be met without our team accurately delivering this information in a timely manner. The mission of the team is to deliver quality accounting system data to internal and external business partners supporting regulatory reporting requirements.
#Fidelityalts
#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$70k-98k yearly est. 2d ago
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Manager, Fund Financial & Tax Reporting
Fidelity Investments 4.6
Merrimack, NH jobs
The Role
The Tax Manager is primarily responsible for providing tax support and oversight for Fidelity's alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for:
Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies.
Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks.
The Expertise and Skills You Bring
Bachelor's degree or equivalent experience in Finance or Accounting
3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred
Familiarity with tax research techniques
Broad knowledge of accounting and tax principles
Ability to embrace and adapt to a constantly evolving regulatory and technology environment
Ability to work in a collaborative environment
Comfortable in a fast paced, deadline-oriented environment
Interpersonal and time management skills
Flexibility to work overtime (as needed) to fulfill the job requirements
Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus
Experience with accounting platforms InvestOne, Geneva, and Yardi a plus
The Team
The Tax Manager role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit. The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.
#Fidelityalts
#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$66k-85k yearly est. 2d ago
Manager, Fund Financial & Tax Reporting
Fidelity Investments 4.6
Westlake, TX jobs
The Role
The Tax Manager is primarily responsible for providing tax support and oversight for Fidelity's alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for:
Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies.
Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks.
The Expertise and Skills You Bring
Bachelor's degree or equivalent experience in Finance or Accounting
3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred
Familiarity with tax research techniques
Broad knowledge of accounting and tax principles
Ability to embrace and adapt to a constantly evolving regulatory and technology environment
Ability to work in a collaborative environment
Comfortable in a fast paced, deadline-oriented environment
Interpersonal and time management skills
Flexibility to work overtime (as needed) to fulfill the job requirements
Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus
Experience with accounting platforms InvestOne, Geneva, and Yardi a plus
The Team
The Tax Manager role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit. The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.
#Fidelityalts
#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$74k-94k yearly est. 2d ago
Financial Consultant- Little Rock, AR
Fidelity Investments 4.6
Little Rock, AR jobs
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:Series 07 - FINRACategory:Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$37k-62k yearly est. 4d ago
Director, Financial Reporting and Accounting
Midland States Bank 4.0
Effingham, IL jobs
Director, Financial Reporting and Accounting Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions.
For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.
You might say we're unlike any other bank.
And you'd be right."
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Salary Range: $125,000-$190,000/annually
Position Summary
This position is a key member of the accounting team and the finance group as a whole. The Director - Financial Reporting & Accounting provides oversight and management of internal and external reporting, analyzes and implements new accounting policies and standards as required, monitors and updates existing accounting policies as the Company's business changes, and oversees accounting operations functions.
Primary Accountabilities
People
Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment.
Coaches, develops, and conducts performance management activities with direct and indirect reports.
Identifies high-potential employees for advanced training and development opportunities.
Effectively manages poor performers.
Job Specific
Supports the Chief Accounting Officer in managing external financial reporting, including preparation and review of the annual report, quarterly earnings releases, bank regulatory reports and legal entity regulatory financial reports.
Prepares initial drafts of financial statements to be included in Form 10-Qs and Form 10-K, including footnotes and Management's Discussion and Analysis (MD&A).
Administers and supervises the annual and quarterly preparation process conducted by other accounting personnel.
Supports the finance team in the review of footnote documentation and MD&A information.
Performs a detailed review of the quarterly call report and Federal Reserve reports.
Supports the finance team in the preparation of monthly and quarterly financial reporting packages for management, the audit committee and the board of directors.
Addresses inquiries from internal and external auditors, providing documentation that supports their needs.
Plans, organizes and coordinates all activities of the general accounting function for the Corporation to ensure accurate and timely recording of accounting entries.
Administers and supervises the month-end close process.
Is responsible for ensuring the accuracy and adequacy of internal control documentation required for enterprise risk management.
Maintains a process to ensure that all balance sheet and internal DDA accounts are reconciled on a periodic basis.
Is responsible for completing annual goodwill and intangible asset impairment assessments.
Stays current with new accounting and financial reporting guidance issued by the FASB, SEC and IASB when applicable.
Other
The role requires occasional travel for training and team meetings, and willingness to travel periodically to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.
Position Qualifications
Education/Experience:
Bachelor's degree in accounting.
10+ years of experience with a financial services, multi-company organization.
CPA preferred.
Over seven years of significant bank accounting experience, including SEC reporting/public company experience.
Working knowledge of GAAP accounting issues as they relate to the banking industry.
Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence.
Excellent organizational and time management skills.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
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$125k-190k yearly 4d ago
TAS Manager: Financial Due Diligence Lead
Rsm Us LLP 4.4
Boston, MA jobs
A leading professional services firm in Boston seeks a TAS Manager specializing in financial due diligence. The role requires a bachelor's degree in accounting or finance, at least 5 years of relevant experience, and strong communication skills. You will perform detailed financial analyses, manage client engagements, and work directly with clients to facilitate acquisition decisions. Competitive compensation package offered with a salary range of $101,000 - $203,000.
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$101k-203k yearly 3d ago
Deals - Financial Due Diligence, Senior Manager
Price Waterhouse Coopers 4.5
Boston, MA jobs
The Opportunity
As part of the Acquisition Advisory team you are expected to provide financial due diligence and other transaction-related services to large company and private equity fund clients. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are expected to interview executive management at target companies and assess a target company's quality of earnings, net assets, and cash flows.
Responsibilities
Providing financial due diligence and transaction-related services
Leading large projects and driving process innovation
Maintaining operational excellence in project delivery
Interacting with clients at a senior level to assure project success
Interviewing executive management at target companies
Assessing quality of earnings, net assets, and cash flows
Delivering thorough financial analysis and reports
What You Must Have
Bachelor's Degree
7 years
Active CPA in the current work office, Chartered Accountant in great standing, MBA through an accredited university, or CFA credential
What Sets You Apart
Providing financial due diligence and transaction-related services
Interviewing executive management at target companies
Assessing a target company's quality of earnings
Managing resolution of issues in technical accounting areas
Supervising teams to create an atmosphere of trust
Seeking diverse views to encourage improvement and innovation
Answering questions and providing direction to staff
Coaching staff including providing timely meaningful feedback
Additional Job Description
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $124,000 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
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$124k-280k yearly 5d ago
Senior Finance Transformation Leader
Accordion Partners 4.3
Chicago, IL jobs
A leading consulting firm is seeking a finance transformation professional in Chicago. The role involves supporting private equity portfolio companies with finance strategies, process improvements, and managing client engagements. Candidates should have over 5 years of relevant experience, strong financial acumen, and a client service mindset. This position offers a hybrid working environment, with a salary range of $144,500 to $210,000 plus benefits and bonuses.
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$144.5k-210k yearly 2d ago
Financial Services Global Structuring - Director
Price Waterhouse Coopers 4.5
Chicago, IL jobs
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Lead in line with our values and brand.
Develop new ideas, solutions, and structures; drive thought leadership.
Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
Balance long-term, short-term, detail-oriented, and big picture thinking.
Make strategic choices and drive change by addressing system-level enablers.
Promote technological advances, creating an environment where people and technology thrive together.
Identify gaps in the market and convert opportunities to success for the Firm.
Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the International Tax Services Generalist - CS team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects, maintaining executive-level client relations. You are crucial in driving business growth, shaping client engagements, and mentoring the future leaders, while upholding PwC's reputation for quality, integrity, and inclusion.
Responsibilities
Set strategic direction for technology-enabled tax advisory services
Lead business development to drive growth
Oversee multiple impactful projects
Maintain executive-level client relationships
Mentor and develop future leaders
Shape the direction of client engagements
Implement digitization and automation initiatives
Adhere to tax regulations and standards
What You Must Have
Bachelor's Degree in Accounting
A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study can be considered in lieu of a Bachelor's Degree in Accounting
6 years of experience
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
Corporate and partnership taxation knowledge
Assisting financial services companies with tax impact
Tax structuring of funds and financial assets
Enhancing tax efficiencies of cross-border flows
Developing and sustaining meaningful client relationships
Leading teams to generate vision and direction
Utilizing automation and digitization in tax services
Evaluating and negotiating contracts
Leveraging pricing tools for strategies
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
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$150k-438k yearly 5d ago
Senior Patent Finance & Underwriting Leader
Burford Capital LLC 3.6
Chicago, IL jobs
A global finance and asset management firm is seeking a Vice President - Patent Underwriting in Chicago. This role involves evaluating patent cases for financing and requires an experienced litigator with a strong background in complex patent litigation. Ideal candidates will have significant experience in litigation funding and possess strong analytical and interpersonal skills. The firm offers a competitive salary and incentives, alongside a commitment to diversity and inclusion.
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$100k-128k yearly est. 1d ago
Director, Financial Planning & Analysis
Rosendin Electric 4.8
San Jose, CA jobs
Salary Range: $207,900.00 - $272,800.00 / yr
Whether you're a recent grad or a seasoned professional, you can experience meaningful career growth at Rosendin. Enjoy a true sense of ownership as you work with a proven industry leader on some of the most exciting and high‑profile projects in the nation. We offer a wide range of job opportunities, competitive compensation, full benefits, an Employee Stock Ownership Plan and more.
Why Rosendin?
Since our founding over 100+ years ago, Rosendin has been driven to positively impact the communities where we live and work. We are an organization built on integrity and have a culture that empowers people, embraces diversity, and inspires everyone to do their best. As one of the largest employee‑owned electrical contractors in the United States, you will have the unique benefit of being a shareholder at a company that is experiencing tremendous growth and success. When our people succeed and fuel our success, we reward them. We'd love to have you as a shareholder!
YOUR NEXT OPPORTUNITY:
As the Director, FP&A (Financial Planning & Analysis), you will take ownership to establish and lead budgeting, forecasting, financial modeling, and reporting, while also supporting treasury, cash flow management, and broader finance responsibilities. This role is highly visible, working directly with the Controller and operations leadership to drive short‑ and long‑term overall business performance and financial success. You'll drive FP&A strategic direction through business‑driven insights and targeted recommendations that guide decision‑making. The ideal candidate is a collaborative and empowering people‑management leader with a proven track record of both strategic and hands‑on FP&A experience, comfortable building complex models, analyzing key performance measures, and engaging and influencing all levels within the organization-including senior executives, project managers, and other key stakeholders.
WHAT YOU'LL DO:
Lead development and ongoing evolution of enterprise‑wide FP&A strategy for short‑to‑long‑term budgeting, forecasting, and financial planning aligned to both functional and overall company business strategy and objectives
Advise enterprise‑wide senior leadership on FP&A strategic insights and develop data‑driven business‑centered recommendations with financial implications to overall organization's key strategic initiatives and objectives
Provide senior leadership consultation, deliverables, and support for anything required from board‑level activities
Ensure and drive comprehensive and accurate budgeting, forecasting, financial planning, and reporting deliverables
Oversee and develop enterprise‑wide variance analysis against budget/forecast, determine key performance drivers that impacted business success, and develop highly targeted data‑driven business recommendations
Own development of highly complex financial models that include scenario analysis and sensitivity analysis while ensuring alignment to company‑wide strategic initiatives and priorities that drive budget‑to‑actual analysis development
Drive implementation and ongoing advancement of comprehensive, insightful, and business‑focused dashboards/analytics, KPIs, and management reports
Lead interconnected and collaborative partnership with Treasury to provide insightful, comprehensive, accurate and timely key deliverables that support cash‑flow forecasting, working capital management, and liquidity planning
Partner with operations and project management to identify key metrics, regularly evaluate performance, and collaborate to develop opportunities for ongoing improvement
Develop and deliver actionable insights and recommendations to improve short/long‑term margins and operational efficiency
Enhance financial reporting processes and ensure data integrity across all systems
Drive operational excellence that includes identifying opportunities for continual improvement and developing best‑in‑class policies and processes for streamlined financial planning, forecasting, and reporting cycles
Establish and evolve FP&A policies, procedures, and standards that deliver highly insightful, comprehensive, and actionable results for the organization
Build and continually drive high‑performing, collaborative, and agile team that partners with all stakeholders both internally and externally within the organization
Serve as key liaison between Accounting and Operations to ensure alignment
Support the month‑end process, including tasks and annual audits as needed
Support the Accounting close department with other tasks and projects as business requires
These duties and responsibilities describe the general nature and scope of work; other duties may be assigned as needed
WHAT YOU'LL NEED TO BE SUCCESSFUL:
Strong track record with deep domain knowledge, experience, and background in budgeting, forecasting, and financial modeling
Ability to translate highly complex information into strategic actionable next steps
Advanced Excel and exceptional PowerPoint/Presentation skills
Advanced financial systems skills; ERP experience (Oracle) preferred
Excellent verbal and written communication skills for all levels internally and externally
Proven influence and advisory skills to senior executive leadership and key stakeholders
Strong organizational and time‑management skills; ability to multi‑task, work independently, and meet deadlines consistently
Skill to lead collaboration and partnership across all cross‑functional groups
Proven track record of developing and empowering a high‑performing team
Ability to handle sensitive and confidential information with discretion
Passion for detail and complexity; knack for problem solving
Ability to prioritize and manage multiple tasks with changing priorities
Self‑motivated, proactive, and a team player
WHAT YOU BRING TO US:
Bachelor's degree in Finance or Accounting or related field; MBA, CPA, or CFA a plus
15+ years of Finance/FP&A experience required, with comparable experience in construction preferred
5+ years of Finance/FP&A people management experience
TRAVEL:
Up to 25%
WORKING CONDITIONS:
General work environment: sitting for long periods, standing, walking, typing, carrying, pushing, bending. Work primarily indoors with fluorescent lighting and air conditioning.
Noise level usually low to medium; can be loud on the job site.
Fully comply with the ADA and applicable state law, providing reasonable accommodations for qualified disabled applicants and employees.
Occasional lifting up to 30 lbs.
YOU Matter - Our Benefits
ESOP - Employee Stock Ownership
401 K
Annual bonus program based on performance, profitability, and achievement
17 PTO days per year plus 10 paid holidays
Medical, Dental, Vision Insurance
Term Life, AD&D Insurance, and Voluntary Life Insurance
Disability Income Protection Insurance
Pre‑tax Flexible Spending Plans (Health and Dependent Care)
Charitable Giving Match with the Rosendin Foundation
Pay Range
$207,900.00 - $272,800.00 Annual
The pay range for this role is what we expect to pay for candidates that meet the specified qualifications and requirements listed on this job description. Candidate pay can vary based on location, job‑related experience, skills, and education.
Rosendin Electric is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. Employment decisions are considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, pregnancy or age (over 40), or any other categories protected by applicable federal, state or local law.
Equal Opportunity/No Discrimination. Rosendin is an Equal Opportunity Employer.
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$207.9k-272.8k yearly 1d ago
Controller, Vice President
Salal Credit Union 4.0
Seattle, WA jobs
We're seeking a strategic, forward-thinking Vice President - Controller to lead our accounting and finance functions and position themselves as the next Chief Financial Officer within the coming years. This is a rare opportunity for a seasoned financialleader to shape the future of a growing credit union while driving innovation and efficiency across the organization.
As Controller, you'll be the cornerstone of our financial integrity and a trusted advisor to executive leadership and the Board. You'll manage a talented team, champion process automation, and ensure our financial strategy aligns with our mission and long-term goals. This is more than a Controller role - it's a launchpad for a CFO-caliber leader.
This is a hybrid position that will report to our Northgate, Seattle Headquarters at least 2 days per week (Mondays and Wednesday). More in-office time may be necessary for certain leadership and team meetings.
Applications for this role will close on JANUARY 23, 2026
OUR TOTAL REWARDS PACKAGE
Base salary range of $152,691.39-$256,521.53 per year. The typical starting offer will fall between $165,000 - $215,000 per year, depending on experience and qualifications.
This position qualifies for our profit‑sharing bonus program with possible annual payouts totaling 0-8% of annual salary depending on company performance.
Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company‑paid contributions.
Generous time off including 15 days of vacation, 12 days of sick time, and 2 floating holidays per year (eligible for use after 90 days of employment).
Paid holidays in accordance with the Federal Reserve calendar.
Tuition reimbursement.
401(k) plan with pre‑tax and post‑tax (Roth) options including company matching after 6 months of employment.
Charitable contribution matching.
Monthly transportation subsidy for employees that qualify.
And more!
Expanded details about our benefit offerings can be found at: ***********************
WHAT YOU'LL DO IN THIS ROLE
Manage and mentor the accounting and finance teams, fostering collaboration and continuous improvement.
Work closely with executive leadership and department heads to translate financial objectives into actionable priorities.
Oversee accurate GAAP‑compliant financial reporting, regulatory filings, audits, and internal controls.
Spearhead digital transformation and enterprise‑wide system updates to enhance efficiency and scalability.
Develop budgets, forecasts, and financial roadmaps that support sustainable growth and strategic initiatives.
Provide insights and recommendations to the CEO, CFO, and Board to inform critical decisions.
WHAT YOU BRING TO THE TABLE
Experience:
10+ years of progressive accounting/financeleadership.
5+ years in a senior management role (Controller or Assistant Controller).
Direct experience in banking, credit union, or financial services required.
Education & Credentials:
Bachelor's degree in Accounting or Finance.
Active CPA or CMA certification.
Skills & Attributes:
Deep knowledge of GAAP, NCUA/banking regulations, and complex financial reporting standards.
Strong executive presence with the ability to present financial strategy to senior leadership, the Board, and regulators.
Proven track record of leading and developing high‑performing teams in a collaborative, results‑driven environment.
Advanced analytical and problem‑solving skills with a focus on strategic planning and operational efficiency.
High proficiency with accounting systems, financial modeling tools, and Microsoft Excel.
Ability to interpret regulatory changes and translate them into actionable policies and strategies.
Solid understanding of advanced financial concepts, including capital ratios and risk modeling.
ABOUT SALAL CREDIT UNION
We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts.
Helping our employees build and achieve their career goals is equally as important to us, and we are dedicated to fostering a positive work environment in which they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of.
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers.
Salal Credit Union participates in E-Verify to confirm employment eligibility for all new hires in accordance with federal law.
Seattle, Washington 98115
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$165k-215k yearly 1d ago
Deals - Financial Due Diligence, Manager - East, New York & Boston
Price Waterhouse Coopers 4.5
Boston, MA jobs
At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. Those in financial due diligence at PwC will focus on providing strategic advice and business diligence services to clients in their mergers, acquisitions and divestitures. You will be responsible for analysing financial information focusing on quality of earnings and assets, cash flows and other key client deal issues.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Key Skills & Experience
Analyse and identify the linkages and interactions between the component parts of an entire system.
Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
Develop skills outside your comfort zone, and encourage others to do the same.
Effectively mentor others.
Use the review of work as an opportunity to deepen the expertise of team members.
Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
Uphold and reinforce professional and technical standards (e.g., refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Aquisition Advisory team you are expected to manage client service accounts and drive client engagement workstreams. As a Manager you are expected to supervise, develop, and coach teams, maintaining top-quality deliverables and leveraging team strengths to meet client expectations. You are expected to thrive in a team setting, communicate effectively with both technologists and business partners, and drive client engagement workstreams.
Responsibilities
Manage client service accounts and drive engagement workstreams.
Supervise, develop, and coach teams to confirm top-quality deliverables.
Utilize team strengths to meet client expectations.
Foster productive communication between technologists and business partners.
Lead client engagement workstreams.
Assure project success and maintain exceptional standards.
Promote a culture of trust and accountability.
Address and resolve conflicts or issues as they arise.
What You Must Have
Bachelor's Degree.
5 years of experience.
Active CPA in the current work office, Chartered Accountant in good standing, MBA through an accredited university, or CFA credential.
What Sets You Apart
Broad knowledge in financial due diligence and transaction-related services.
Interviewing executive management at target companies.
Assessing a target company's quality of earnings, net assets, and cash flows.
Managing resolution of issues in technical accounting areas.
Supervising teams to create an atmosphere of trust.
Seeking diverse views to encourage improvement and innovation.
Answering questions and providing direction to less-experienced staff.
Coaching staff with timely meaningful feedback.
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
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A leading financial institution is seeking a Managing Director for their Financial Markets and Funds Group in New York. This role involves developing client relationships, negotiating loan structures, and leading with advanced product knowledge. Candidates should have a Bachelor's degree and at least 10 years of experience in commercial banking. The position offers competitive pay and a comprehensive benefits package, including medical, dental, and a 401k plan.
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$112k-140k yearly est. 1d ago
Strategic CFO for Nonprofit - Finance & Operations Leader
Kentucky Society of Association Executives Inc. 3.5
Oak Brook, IL jobs
A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financialleader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact.
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$123k-219k yearly est. 1d ago
Strategic Budget Director for State House Finance
Commonwealth of Massachusetts 4.7
Boston, MA jobs
A state government agency in Massachusetts is seeking a Deputy Budget Director responsible for fiscal and budgetary matters before the House Ways and Means Committee. This full-time role involves constructing the annual state budget, liaising with Senate counterparts, and providing support on budgetary legislation. A bachelor's degree is required along with strong research, analytical, and communication skills. The position offers various health benefits and a dynamic work environment with opportunities for evening and weekend work.
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$121k-197k yearly est. 3d ago
Senior Director of Financial Planning & Client Experience
Oppenheimer & Co Inc. 4.7
Chicago, IL jobs
A leading investment bank is seeking a Senior Director for their Financial Planning team in Chicago. The role involves engaging with financial professionals to develop business opportunities, educating them on financial planning practices, and serving as a trusted advisor to clients. With a minimum of 7 years' experience in financial services and strong presentation skills, the candidate will participate in driving client engagement. The position offers a competitive salary range between $130,000 and $150,000, reflecting experience and qualifications.
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$130k-150k yearly 2d ago
Financial Planning, Senior Director
Oppenheimer & Co Inc. 4.7
Chicago, IL jobs
Career Opportunities with Oppenheimer & Co. Inc.
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Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professional's practice. This individual will satisfy this requirement through two major functions - partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm's financial professionals, and teams on all things related to Oppenheimer's financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position may be based at any of the following office location: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City.
Responsibilities
Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer's goals-based financial planning process
Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices
In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings
In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation
Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics
Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes
Build strong, trustworthy, value driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning
Operate as a bridge to the various platforms that represent the firm's product offering such as but not limited to, Oppenheimer Asset Management, Oppenheimer Life Agency & Oppenheimer Trust Company of Delaware
Qualifications
Minimum of 7 years' experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies
Bachelor's degree in business, finance, accounting or related field required
FINRA Registration: Series 7 and 66 (or 63 and 65) required
Active state life and health insurance license required
Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required
Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software
The ability and flexibility to travel, approx. 10-25% of the year
Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members
Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time.
High ethical standards geared toward putting the clients' best interest first
Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals
Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure
Strong working knowledge of Microsoft Office suite
Strong attention to detail
Compensation
For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $130,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
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$130k-150k yearly 2d ago
Director of Strategic Finance
The Voleon Group 4.1
Berkeley, CA jobs
Voleon is a technology company that applies state-of-the-art machine-learning techniques to real-world problems in finance. For more than a decade, we have led our industry and worked at the frontier of applying machine learning to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.
Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced finance and technology professionals. You will be working with strategies that are at the forefront of machine learning and statistical trading. The strategies have been carefully designed to generate non-correlated returns. Our firm and its strategies are the product of many years of meticulous research and craftsmanship, and you will lead the way in bringing them to investors.
In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.
We're looking for a Director of Strategic Finance to bolster our growing FP&A team. You will own Voleon's budgeting and forecasting as well as lead efforts focused on evaluation and execution of new business initiatives, including new ventures beyond traditional fund management. This is a highly strategic finance position requiring sharp business judgment, a deep financial modeling toolkit, and the ability to be a trusted thought partner in enterprise-level decisions. You will report to the CFO and work cross-functionally with strategy, operations, and executive leadership.
Responsibilities
Own company-wide forecasting, budgeting processes and deliverables
Partner with senior leadership to evaluate and operationalize new business initiatives
Prepare executive level materials summarizing business proposals, economics, and go-forward plans
Coordinate accounting, reporting and compliance operational workflows related to growth initiatives, ensuring timely and accurate reporting and compliance
Provide analytical and financial insights for both exploratory and executional phases of growth initiatives
Support firm-wide strategic planning, scenario modeling, and capital allocation analyses
Lead cross-functional initiatives to improve operating efficiencies including Management Company Finance, Fund Finance and other functional groups
Requirements
10+ years of experience in strategic finance, corporate development, investment banking, or FP&A in fast growing technology or services companies with complex operations
Excellent communication and stakeholder management skills, including with legal, compliance, and executive leadership
Strong financial modeling and forecasting capabilities
Demonstrated ability to independently drive complex, cross-functional initiatives
Proven knowledge of accounting and financial reporting on a GAAP and cash basis
Strategic thinker with a commercial mindset and a high level of business judgment
Bachelor's degree in Finance, Economics, or related field; MBA or other advanced degree a plus
The base salary range for this position is $160,000 to $190,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.
If you have a great candidate in mind for this role and would like to have the potential to earn $15,000 if your referred candidate is successfully hired and employed by The Voleon Group, please visit our website for more information on the Voleon Referral Bonus Program.
The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
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$160k-190k yearly 2d ago
TAS Director - Financial Due Diligence
Rsm Us LLP 4.4
Fort Lauderdale, FL jobs
TAS Director - Financial Due Diligence page is loaded## TAS Director - Financial Due Diligencelocations: Miami: Fort Lauderdale: Tampatime type: Full timeposted on: Posted Todayjob requisition id: JR116856We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.RSM is looking for a Director to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.**Responsibilities:*** TAS Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers.* Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations.* Utilize proven business development skills to build upon transaction advisory services work.* Identify business opportunities and enhance go-to-market strategies.* Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff.**Required Qualifications:*** A bachelor's degree, ideally with a major in accounting or finance* Approximately 10 years of related work experience: with at least 5 years experience in financial due diligence* Successful track record of building and growing a Transaction Advisory Service Practice* Big Four or similar consulting background* Experience servicing private equity groups (PEG)* Experience with developing and supervising staff both on engagements and in their career* Demonstrates thorough knowledge and/or a proven track record of success with operating in a professional services firm or large consultancy At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please for additional information.At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $151,200 - $304,200Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
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