Manager - Global Transaction Analytics
Manager, program management job at Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
Global Transaction Advisory Group (TAG)
TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world
Global Transaction Analytics (GTA)
A&M's Global Transaction Analytics (GTA) practice, within our Transaction Advisory Group, has an exciting opportunity to join a fast-growing team in New York, Atlanta, Boston, Chicago, Dallas, Denver, Houston, Miami, Nashville, Los Angeles and San Francisco. We are seeking a Senior Associate to bring their energy, passion, and expertise to help our clients get the answers they need to get the deal done across the investment lifecycle from pre-deal to post-deal analysis.
A&M GTA provides data analytics services to clients to uncover maximum actionable insights to support their M&A, divestment and investment strategy. GTA is a global team which leverages market leading technology, advanced analytics capabilities, and A&M's operational, functional and industry expertise to drive relevant business insights. Our global team provides analytics as a service to private equity and corporates across the transaction lifecycle.
How you will contribute
As a Manager in our GTA practice, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will add value to our clients by offering data-enabled business, financial, and operational transparency during pre-acquisition due diligence or post-acquisitions performance improvement projects.
Responsibilities will include:
* Lead numerous client engagements
* Effectively manage day-to-day client interaction and relationships
* Proactively contribute to business development opportunities
* Manage and prioritize team responsibilities and consult with senior members of the team as appropriate across multiple deals
* Work cohesively and collaboratively across stakeholders
* Counsel and mentor junior members of the team and continue to develop the team's technical acumen
* Proactively recruit, train, and develop junior staff members, including teaching training classes as applicable
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Qualifications:
* A minimum of 5+ years of experience in data analytics or transaction services
* Buy-side/vendor due diligence experience across industries preferred
* Understanding of M&A / PE investment lifecycle preferred
* Bachelor's or Master's degree in Accounting, Business Administration, Statistics, Information Systems or a related field
* Understanding of data extraction, manipulation, analytics and visualization approaches
* Strong technical background with hands-on data analytics experience
* Proficiency in Microsoft Excel, relational databases/SQL querying, Alteryx, business intelligence/visualization (Tableau preferred), big data and machine learning concepts
* Ability to leverage business intelligence software
* Ability to communicate complex technical concepts in a through yet concise manner
* Exceptional project management skills
* Excellent interpersonal and communication skills
* Flexibility to work as both a team member in a collaborative setting and as an individual contributor
* Ability to thrive and be effective in fast-paced settings
The base salary is $160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
A&M does not require or administer a lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-JL1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Technology Infrastructure Project Manager
Manager, program management job at Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
How you will contribute
The Technology Infrastructure Project Manager will provide Corporate Real Estate driven project support in managing IT, audiovisual, and premises security workstreams, ensuring they are completed on time, within budget, and meet the required specifications. The Project Manager will work closely with senior directors, clients, and other stakeholders to coordinate project activities and deliverables.
Key Responsibilities
* Project Coordination & Support: Planning, execution and closing various IT, AV, and premises security projects.
* Documentation: Maintain accurate project documentation, including timelines, meeting notes, and project deliverables.
* Stakeholder Communication: Strong project directives with internal teams, clients, and vendors to ensure project requirements and expectations are met.
* Risk Management: Identify potential risks and development of mitigation strategies.
* Scheduling: Schedule meetings, resources, and tasks for the project team to ensure the smooth progress of projects.
* Budgeting: Responsible for tracking project budgets and costs, ensuring projects stay within financial constraints.
* Quality Control: Ensure project deliverables meet quality standards and client specifications.
* Technical Support: Provide technical assistance as needed during project implementation and post-deployment.
* Reporting: Prepare and update project status reports for senior management and stakeholders.
* Vendor Coordination: Manage relationships with external vendors and service providers to ensure timely delivery of equipment and services.
* On-Site Support: Provide support, as needed, during on-site project execution and installation, ensuring smooth operations.
Qualifications & Experience
* Bachelor's degree in Information Technology, Project Management or equivalent experience
* Strong project management of IT, AV systems, and premises security
* Strong knowledge of IT infrastructure, AV equipment, and security systems.
* Strong organizational skills with the ability to handle to multiple tasks and meet deadlines.
* Excellent verbal and written communication skills.
* Strong problem-solving skills and attention to detail.
* Ability to work collaboratively in a team environment.
* Familiarity with project management software and tools (e.g., MS Project, Trello, Asana).
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs
The salary range is $110,000 - $125,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. #LI-LP1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
FS Insurance Management Consultant - Manager
Houston, TX jobs
**Specialty/Competency:** Operations **Industry/Sector:** Insurance **Time Type:** Full time **Travel Requirements:** Up to 60% A career in our Customer Service practice, within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability.
Our team helps organisations improve their customer interface, service delivery, and middle and back office operations. We use customer insights and market analytics to help our clients make smarter decisions, integrate products and services, and optimise their customer operations to enable sustainable growth.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Customer Service team you operationalize business strategies and transform the functions of the entire supply chain for Insurance clients. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. This role involves managing complex business initiatives through the assessment, design, and implementation of operational improvements.
Responsibilities
- Supervise, develop, and coach teams to deliver exceptional work
- Manage client service accounts and drive project workstreams
- Analyze and solve complex problems to develop deliverables
- Operationalize business strategies for Insurance clients
- Transform operational chain functions through operational improvements
- Foster a culture of continuous improvement and innovation
- Maintain rigorous standards of integrity and authenticity in every client interaction
- Implement strategic planning and execution for client projects
What You Must Have
- Bachelor's Degree
- 5 years of combined experience in Consulting and the Insurance industry
What Sets You Apart
- Bachelor's Degree in Actuarial Science, Banking and Insurance, Banking and Finance, Business Administration/Management, Economics, Economics and Finance, Economics and Finance & Technology, Finance, Finance & Technology, Management Information Systems, Organizational Management, Operations Management/Research preferred
- Operationalizing business strategies for Insurance clients
- Transforming supply chain functions
- Managing complex business initiatives
- Building and maintaining client relationships
- Delivering strategic and creative business results
- Encouraging innovation and team development
- Conducting quantitative and qualitative benchmarking
- Developing Insurance thought leadership
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: ***********************************
FS Insurance Management Consultant - Manager
Dallas, TX jobs
Industry/Sector Insurance Specialism Operations Management Level Manager A career in our Customer Service practice, within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability.
Our team helps organisations improve their customer interface, service delivery, and middle and back office operations. We use customer insights and market analytics to help our clients make smarter decisions, integrate products and services, and optimise their customer operations to enable sustainable growth.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
* Develop new skills outside of comfort zone.
* Act to resolve issues which prevent the team working effectively.
* Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
* Analyse complex ideas or proposals and build a range of meaningful recommendations.
* Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
* Address sub-standard work or work that does not meet firm's/client's expectations.
* Use data and insights to inform conclusions and support decision-making.
* Develop a point of view on key global trends, and how they impact clients.
* Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
* Simplify complex messages, highlighting and summarising key points.
* Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Customer Service team you operationalize business strategies and transform the functions of the entire supply chain for Insurance clients. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. This role involves managing complex business initiatives through the assessment, design, and implementation of operational improvements.
Responsibilities
* Supervise, develop, and coach teams to deliver exceptional work
* Manage client service accounts and drive project workstreams
* Analyze and solve complex problems to develop deliverables
* Operationalize business strategies for Insurance clients
* Transform operational chain functions through operational improvements
* Foster a culture of continuous improvement and innovation
* Maintain rigorous standards of integrity and authenticity in every client interaction
* Implement strategic planning and execution for client projects
What You Must Have
* Bachelor's Degree
* 5 years of combined experience in Consulting and the Insurance industry
What Sets You Apart
* Bachelor's Degree in Actuarial Science, Banking and Insurance, Banking and Finance, Business Administration/Management, Economics, Economics and Finance, Economics and Finance & Technology, Finance, Finance & Technology, Management Information Systems, Organizational Management, Operations Management/Research preferred
* Operationalizing business strategies for Insurance clients
* Transforming supply chain functions
* Managing complex business initiatives
* Building and maintaining client relationships
* Delivering strategic and creative business results
* Encouraging innovation and team development
* Conducting quantitative and qualitative benchmarking
* Developing Insurance thought leadership
Travel Requirements
Up to 60%
Job Posting End Date
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: ***********************************
Auto-ApplyFS Insurance Management Consultant - Manager
Dallas, TX jobs
**Specialty/Competency:** Operations **Industry/Sector:** Insurance **Time Type:** Full time **Travel Requirements:** Up to 60% A career in our Customer Service practice, within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability.
Our team helps organisations improve their customer interface, service delivery, and middle and back office operations. We use customer insights and market analytics to help our clients make smarter decisions, integrate products and services, and optimise their customer operations to enable sustainable growth.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Customer Service team you operationalize business strategies and transform the functions of the entire supply chain for Insurance clients. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. This role involves managing complex business initiatives through the assessment, design, and implementation of operational improvements.
Responsibilities
- Supervise, develop, and coach teams to deliver exceptional work
- Manage client service accounts and drive project workstreams
- Analyze and solve complex problems to develop deliverables
- Operationalize business strategies for Insurance clients
- Transform operational chain functions through operational improvements
- Foster a culture of continuous improvement and innovation
- Maintain rigorous standards of integrity and authenticity in every client interaction
- Implement strategic planning and execution for client projects
What You Must Have
- Bachelor's Degree
- 5 years of combined experience in Consulting and the Insurance industry
What Sets You Apart
- Bachelor's Degree in Actuarial Science, Banking and Insurance, Banking and Finance, Business Administration/Management, Economics, Economics and Finance, Economics and Finance & Technology, Finance, Finance & Technology, Management Information Systems, Organizational Management, Operations Management/Research preferred
- Operationalizing business strategies for Insurance clients
- Transforming supply chain functions
- Managing complex business initiatives
- Building and maintaining client relationships
- Delivering strategic and creative business results
- Encouraging innovation and team development
- Conducting quantitative and qualitative benchmarking
- Developing Insurance thought leadership
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: ***********************************
ServiceNow (Senior) Manager, Platinion
Paris, TX jobs
Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive.
About BCG Platinion
BCG Platinion's presence spans across the globe, with offices in Asia, Europe, and South and North America. We achieve digital excellence for clients with sustained solutions to the most complex and time-sensitive challenge. We guide clients into the future to push the status quo, overcome tech limitations, and enable our clients to go further in their digital journeys than what has ever been possible in the past. At BCG Platinion, we deliver business value through the innovative use of technology at a rapid pace. We roll up our sleeves to transform business, revolutionize approaches, satisfy customers, and change the game through Architecture, Cybersecurity, Digital Transformation, Enterprise Application and Risk functions. We balance vision with a pragmatic path to change transforming strategies into leading-edge tech platforms, at scale.
Practice Area
BCG Platinion launched in Germany in 2000 to add deep technical expertise to the Boston Consulting Group's existing capabilities. Today, our presence spans across the globe, with offices in Asia, Europe, and South and North America. Our New York-based North American team began in 2014 and in 2017 acquired MAYA Design, a Pittsburgh-based digital design and innovation lab, to grow our capabilities around technology and design.
We support our clients' total digital transformation through technology, design, cybersecurity, and risk management & financial engineering capabilities. And together with BCG, BCG Platinion's interdisciplinary team of technical experts enable customized technical solutions and accelerate delivery value through new business platforms, application consolidations, and major system implementations.
What You'll Do
As a (Senior) Manager or Architect specialized in ServiceNow, you will lead complex digital-transformation programs leveraging ServiceNow's enterprise platform. You will design end-to-end architectures across ITSM, ITOM, ITAM, and industry-specific modules (e.g., Telecom Inventory / TNI, Supply Chain, Field Service). You will define strategy and governance models (CSDM, CMDB), oversee integration with surrounding ecosystems, and ensure platform scalability and performance.
Your responsibilities will include:
* Leading design sessions and defining target architecture and implementation roadmap.
* Driving large platform deployments and migrations (ITSM → ITOM → AI Control Tower).
* Supervising integration of AIOps, Event Management, and Discovery for full-stack visibility.
* Advising clients on ServiceNow governance, license optimization, and best practices.
* Coaching delivery teams and supporting pre-sales or thought-leadership initiatives.
What You'll Bring
* 7-15 years of experience leading ServiceNow programs for large organizations.
* Proven expertise across ITSM, ITOM, and CMDB; strong command of CSDM principles.
* Hands-on experience implementing Telecom Inventory / TNI or other industry solutions.
* Mastery of integrations, data modeling, and workflow automation using ServiceNow APIs.
* Familiarity with AI Control Tower, predictive analytics, and AIOps capabilities.
* Certifications: CSA, CIS - ITSM/ITOM, CTA / Architect / Implementation Specialist would be a plus
* Experience managing delivery teams, defining governance, and ensuring platform adoption.
* Strong client-facing communication and leadership in digital-transformation contexts.
Who You'll Work With
Who You'll Work With
* BCG Managing Directors and Partners (MDP's)
* PLA Managing Directors (MD's)
* BCG Consultants at all levels
* PLA Consultants at all levels
* Clients, vendors, partners
Additional info
Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws.
Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws.
BCG is an E - Verify Employer. Click here for more information on E-Verify.
FS Insurance Management Consultant - Senior Associate
Houston, TX jobs
Industry/Sector Insurance Specialism Operations Management Level Senior Associate A career in our Customer Service practice, within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability.
Our team helps organisations improve their customer interface, service delivery, and middle and back office operations. We use customer insights and market analytics to help our clients make smarter decisions, integrate products and services, and optimise their customer operations to enable sustainable growth.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
* Use feedback and reflection to develop self awareness, personal strengths and address development areas.
* Delegate to others to provide stretch opportunities, coaching them to deliver results.
* Demonstrate critical thinking and the ability to bring order to unstructured problems.
* Use a broad range of tools and techniques to extract insights from current industry or sector trends.
* Review your work and that of others for quality, accuracy and relevance.
* Know how and when to use tools available for a given situation and can explain the reasons for this choice.
* Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
* Use straightforward communication, in a structured way, when influencing and connecting with others.
* Able to read situations and modify behavior to build quality relationships.
* Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Customer Service team you are expected to help clients with financial operations and administration of Insurance businesses. As a Senior Associate you are expected to analyze complex problems, mentor others, and maintain impactful standards. This role involves managing specific workstreams of client engagements within specific Insurance markets such as P&C, Life, Annuities, Group & Retirement.
Responsibilities
* Manage financial operations and administration for Insurance clients
* Analyze complex problems and develop practical solutions
* Mentor team members to enhance their skills
* Maintain rigorous standards to confirm quality work
* Manage specific workstreams within Insurance markets
* Build and sustain meaningful client relationships
* Navigate and manage complex situations effectively
What You Must Have
* Bachelor's Degree
* 3 years of combined experience in Consulting and the Insurance industry
What Sets You Apart
* Preferred Degree in Actuarial Science, Banking and Insurance, Banking and Finance, Business Administration/Management, Economics, Economics and Finance, Economics and Finance & Technology, Finance, Finance & Technology, Management Information Systems, Organizational Management, Operations Management/Research preferred
* Thorough abilities with transaction lifecycles of Insurance products
* Financial operations of Insurance clients
* Operations and administration of Insurance businesses
* Data and systems interactions including IT tools and technology
* Managing specific workstreams of client engagements within Insurance markets
* Utilizing tools and techniques to deliver financial effectiveness strategies
* Participating in client discussions and meetings
* Communicating a broad range of offered consulting services
Travel Requirements
Up to 60%
Job Posting End Date
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: $77,000 - $202,000. 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: ***********************************
Auto-ApplyFS Insurance Management Consultant - Senior Associate
Houston, TX jobs
**Specialty/Competency:** Operations **Industry/Sector:** Insurance **Time Type:** Full time **Travel Requirements:** Up to 60% A career in our Customer Service practice, within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability.
Our team helps organisations improve their customer interface, service delivery, and middle and back office operations. We use customer insights and market analytics to help our clients make smarter decisions, integrate products and services, and optimise their customer operations to enable sustainable growth.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Use feedback and reflection to develop self awareness, personal strengths and address development areas.
+ Delegate to others to provide stretch opportunities, coaching them to deliver results.
+ Demonstrate critical thinking and the ability to bring order to unstructured problems.
+ Use a broad range of tools and techniques to extract insights from current industry or sector trends.
+ Review your work and that of others for quality, accuracy and relevance.
+ Know how and when to use tools available for a given situation and can explain the reasons for this choice.
+ Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
+ Use straightforward communication, in a structured way, when influencing and connecting with others.
+ Able to read situations and modify behavior to build quality relationships.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Customer Service team you are expected to help clients with financial operations and administration of Insurance businesses. As a Senior Associate you are expected to analyze complex problems, mentor others, and maintain impactful standards. This role involves managing specific workstreams of client engagements within specific Insurance markets such as P&C, Life, Annuities, Group & Retirement.
Responsibilities
- Manage financial operations and administration for Insurance clients
- Analyze complex problems and develop practical solutions
- Mentor team members to enhance their skills
- Maintain rigorous standards to confirm quality work
- Manage specific workstreams within Insurance markets
- Build and sustain meaningful client relationships
- Navigate and manage complex situations effectively
What You Must Have
- Bachelor's Degree
- 3 years of combined experience in Consulting and the Insurance industry
What Sets You Apart
- Preferred Degree in Actuarial Science, Banking and Insurance, Banking and Finance, Business Administration/Management, Economics, Economics and Finance, Economics and Finance & Technology, Finance, Finance & Technology, Management Information Systems, Organizational Management, Operations Management/Research preferred
- Thorough abilities with transaction lifecycles of Insurance products
- Financial operations of Insurance clients
- Operations and administration of Insurance businesses
- Data and systems interactions including IT tools and technology
- Managing specific workstreams of client engagements within Insurance markets
- Utilizing tools and techniques to deliver financial effectiveness strategies
- Participating in client discussions and meetings
- Communicating a broad range of offered consulting services
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: $77,000 - $202,000. 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: ***********************************
P&C Insurance Ops Management Consultant - Sr. Associate
Dallas, TX jobs
Industry/Sector Insurance Specialism Operations Management Level Senior Associate At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance.
Those in customer service at PwC will specialise in improving customer service operations and enhancing customer experiences. You will work closely with clients to analyse customer service processes, identify pain points, and develop strategies to optimise service delivery, increase customer satisfaction, and drive loyalty. Working in this area, you will provide guidance on implementing customer service technologies, designing service models, and developing customer-centric service cultures.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
* Respond effectively to the diverse perspectives, needs, and feelings of others.
* Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
* Use critical thinking to break down complex concepts.
* Understand the broader objectives of your project or role and how your work fits into the overall strategy.
* Develop a deeper understanding of the business context and how it is changing.
* Use reflection to develop self awareness, enhance strengths and address development areas.
* Interpret data to inform insights and recommendations.
* 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 Customer Service team you are expected to help clients with financial operations and administration of Insurance businesses. As a Senior Associate you are expected to analyze complex problems, mentor others, and maintain impactful standards. This role involves managing specific workstreams of client engagements within specific Insurance markets such as P&C, Life, Annuities, Group & Retirement.
Responsibilities
* Manage financial operations and administration for Insurance clients
* Analyze complex problems and develop practical solutions
* Mentor team members to enhance their skills
* Maintain rigorous standards to confirm quality work
* Manage specific workstreams within Insurance markets
* Build and sustain meaningful client relationships
* Navigate and manage complex situations effectively
What You Must Have
* Bachelor's Degree
* 3 years of combined experience in Consulting and the Insurance industry
What Sets You Apart
* Preferred Degree in Actuarial Science, Banking and Insurance, Banking and Finance, Business Administration/Management, Economics, Economics and Finance, Economics and Finance & Technology, Finance, Finance & Technology, Management Information Systems, Organizational Management, Operations Management/Research preferred
* Thorough abilities with transaction lifecycles of Insurance products
* Financial operations of Insurance clients
* Operations and administration of Insurance businesses
* Data and systems interactions including IT tools and technology
* Managing specific workstreams of client engagements within Insurance markets
* Utilizing tools and techniques to deliver financial effectiveness strategies
* Participating in client discussions and meetings
* Communicating a broad range of offered consulting services
Travel Requirements
Up to 60%
Job Posting End Date
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: $77,000 - $202,000. 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: ***********************************
Auto-ApplyP&C Insurance Ops Management Consultant - Sr. Associate
Dallas, TX jobs
**Specialty/Competency:** Operations **Industry/Sector:** Insurance **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance.
Those in customer service at PwC will specialise in improving customer service operations and enhancing customer experiences. You will work closely with clients to analyse customer service processes, identify pain points, and develop strategies to optimise service delivery, increase customer satisfaction, and drive loyalty. Working in this area, you will provide guidance on implementing customer service technologies, designing service models, and developing customer-centric service cultures.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Respond effectively to the diverse perspectives, needs, and feelings of others.
+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
+ Use critical thinking to break down complex concepts.
+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.
+ Develop a deeper understanding of the business context and how it is changing.
+ Use reflection to develop self awareness, enhance strengths and address development areas.
+ Interpret data to inform insights and recommendations.
+ 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 Customer Service team you are expected to help clients with financial operations and administration of Insurance businesses. As a Senior Associate you are expected to analyze complex problems, mentor others, and maintain impactful standards. This role involves managing specific workstreams of client engagements within specific Insurance markets such as P&C, Life, Annuities, Group & Retirement.
Responsibilities
- Manage financial operations and administration for Insurance clients
- Analyze complex problems and develop practical solutions
- Mentor team members to enhance their skills
- Maintain rigorous standards to confirm quality work
- Manage specific workstreams within Insurance markets
- Build and sustain meaningful client relationships
- Navigate and manage complex situations effectively
What You Must Have
- Bachelor's Degree
- 3 years of combined experience in Consulting and the Insurance industry
What Sets You Apart
- Preferred Degree in Actuarial Science, Banking and Insurance, Banking and Finance, Business Administration/Management, Economics, Economics and Finance, Economics and Finance & Technology, Finance, Finance & Technology, Management Information Systems, Organizational Management, Operations Management/Research preferred
- Thorough abilities with transaction lifecycles of Insurance products
- Financial operations of Insurance clients
- Operations and administration of Insurance businesses
- Data and systems interactions including IT tools and technology
- Managing specific workstreams of client engagements within Insurance markets
- Utilizing tools and techniques to deliver financial effectiveness strategies
- Participating in client discussions and meetings
- Communicating a broad range of offered consulting services
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: $77,000 - $202,000. 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: ***********************************
FS Insurance Management Consultant - Senior Associate
Dallas, TX jobs
**Specialty/Competency:** Operations **Industry/Sector:** Insurance **Time Type:** Full time **Travel Requirements:** Up to 60% A career in our Customer Service practice, within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability.
Our team helps organisations improve their customer interface, service delivery, and middle and back office operations. We use customer insights and market analytics to help our clients make smarter decisions, integrate products and services, and optimise their customer operations to enable sustainable growth.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Use feedback and reflection to develop self awareness, personal strengths and address development areas.
+ Delegate to others to provide stretch opportunities, coaching them to deliver results.
+ Demonstrate critical thinking and the ability to bring order to unstructured problems.
+ Use a broad range of tools and techniques to extract insights from current industry or sector trends.
+ Review your work and that of others for quality, accuracy and relevance.
+ Know how and when to use tools available for a given situation and can explain the reasons for this choice.
+ Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
+ Use straightforward communication, in a structured way, when influencing and connecting with others.
+ Able to read situations and modify behavior to build quality relationships.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Customer Service team you are expected to help clients with financial operations and administration of Insurance businesses. As a Senior Associate you are expected to analyze complex problems, mentor others, and maintain impactful standards. This role involves managing specific workstreams of client engagements within specific Insurance markets such as P&C, Life, Annuities, Group & Retirement.
Responsibilities
- Manage financial operations and administration for Insurance clients
- Analyze complex problems and develop practical solutions
- Mentor team members to enhance their skills
- Maintain rigorous standards to confirm quality work
- Manage specific workstreams within Insurance markets
- Build and sustain meaningful client relationships
- Navigate and manage complex situations effectively
What You Must Have
- Bachelor's Degree
- 3 years of combined experience in Consulting and the Insurance industry
What Sets You Apart
- Preferred Degree in Actuarial Science, Banking and Insurance, Banking and Finance, Business Administration/Management, Economics, Economics and Finance, Economics and Finance & Technology, Finance, Finance & Technology, Management Information Systems, Organizational Management, Operations Management/Research preferred
- Thorough abilities with transaction lifecycles of Insurance products
- Financial operations of Insurance clients
- Operations and administration of Insurance businesses
- Data and systems interactions including IT tools and technology
- Managing specific workstreams of client engagements within Insurance markets
- Utilizing tools and techniques to deliver financial effectiveness strategies
- Participating in client discussions and meetings
- Communicating a broad range of offered consulting services
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: $77,000 - $202,000. 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: ***********************************
FS Insurance Management Consultant - Experienced Associate
Austin, TX jobs
**Specialty/Competency:** Operations **Industry/Sector:** Insurance **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance.
Those in customer service at PwC will specialise in improving customer service operations and enhancing customer experiences. You will work closely with clients to analyse customer service processes, identify pain points, and develop strategies to optimise service delivery, increase customer satisfaction, and drive loyalty. Working in this area, you will provide guidance on implementing customer service technologies, designing service models, and developing customer-centric service cultures.
Driven by curiosity, you are a reliable, contributing member of a team. In our fast-paced environment, you are expected to adapt to working with a variety of clients and team members, each presenting varying challenges and scope. Every experience is an opportunity to learn and grow. You are expected to take ownership and consistently deliver quality work that drives value for our clients and success as a team. As you navigate through the Firm, you build a brand for yourself, opening doors to more opportunities.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Apply a learning mindset and take ownership for your own development.
+ Appreciate diverse perspectives, needs, and feelings of others.
+ Adopt habits to sustain high performance and develop your potential.
+ Actively listen, ask questions to check understanding, and clearly express ideas.
+ Seek, reflect, act on, and give feedback.
+ Gather information from a range of sources to analyse facts and discern patterns.
+ Commit to understanding how the business works and building commercial awareness.
+ Learn and apply professional and technical standards (e.g. refer to specific PwC tax and audit guidance), uphold the Firm's code of conduct and independence requirements.
As part of the Operations Consulting - Customer Service team you contribute to the delivery of financial effectiveness strategies for global, financial service clients. As an Associate you focus on learning and contributing to client engagement and projects while developing your skills and knowledge to deliver quality work. You actively participate in client discussions and meetings, communicate a broad range of consulting services, and manage engagements.
Responsibilities
- Contribute to the delivery of financial effectiveness strategies
- Actively participate in client discussions and meetings
- Communicate a broad range of consulting services
- Manage engagements and prepare accurate documents
- Contribute to client engagement and project tasks
- Develop skills and knowledge to deliver quality work
- Build meaningful client connections
- Adapt to changing client needs and project requirements
What You Must Have
- Bachelor's Degree
- 1 year of experience
What Sets You Apart
- Knowledge of transaction lifecycles in various sectors
- Understanding financial operations and statutory reporting
- Utilizing tools for financial effectiveness strategies
- Participating in client discussions and meetings
- Communicating consulting services and managing engagements
- Preparing accurate documents using Microsoft Office
- Creating a positive team environment
- Monitoring workloads and providing feedback
- Developing and presenting strategy discussions
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: $63,000 - $140,000. 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: ***********************************
Senior Director, M&A and Activism Communications
Houston, TX jobs
Who We Are FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity firms when they are facing their greatest opportunities and challenges. Our strong performance and continued success are a direct reflection of the ambition, energy, and commitment of our talented professionals across the globe to make a positive impact for our clients and communities.
At FTI Consulting, you'll be inspired and empowered to make an impact on headline matters that change history. Working side by side with the world's leading experts in your field, you'll be surrounded by an open collaborative culture that embraces diversity, recognition, professional development and most importantly, you.
Are you ready to make an impact?
About The Role
We are currently looking for a Senior Director to join our M&A, Activism and Governance team. The Senior Director will be expected to develop and execute client engagements related to friendly and hostile M&A, IPOs, spin-offs, strategic partnerships, joint ventures, activism defense preparation, proxy contests, short attacks, ESG activism and shareholder proposals, among other special situations.
The practice engages with all FTI Strategic Communications offerings, so the individual will be expected to have an interest in cross-stakeholder communications and be able to work collaboratively across practices.
The individual will work with a team to service and advise clients and will have comfort advising senior level clients (e.g. head of communications, head of investors relations). The individual will also participate in new business development initiatives including directly pitching engagements as well as networking among potential referral sources.
The individual will be a key part of developing the practice and will be expected to support the marketing of the practice internally and externally, development of best practices, further recruitment of new team members and setting a culture for the team.
What You'll Do
* Have a thorough understanding of each client's business, market, investment thesis, culture and communications practices across IR, PR and Public Affairs
* Serve as a lead project manager on high intensity, fast moving situations with an ability to coordinate across functional areas (PR, IR, digital, public affairs, global regions, etc.) keeping account leads, clients and the broader team aware of deliverables, strategy and timelines
* Write and revise a range of key documents such as strategy memos, multi-stakeholder communications, social media copy, press releases and investor presentations
* Work with reporters on behalf of clients, as directed
* Engage with sell-side analysts and investors on behalf of clients, as directed
* Collaborate with equivalent practitioners from legal, financial and proxy advisers
* Remain flexible to adapt to supporting the account needs
* Perform detailed and accurate research to underpin all client projects and deliverables as well as develop and deliver best practice policies and programs.
* Work with colleagues in other practices to ensure the execution of a cohesive, multi-disciplinary communications program
* Support the development of the practice itself by being an enthusiastic partner, staying up to speed on emerging best practices, demonstrating creativity in how the team can evolve and helping the team stay informed on competitor activity
* Develop professional networking relationships with corporate management teams, investment bankers and specialized law firms to drive new business opportunities for FTI
* Work with colleagues to produce business pitch materials, create tailored sales presentations and attend new business pitches
* Take an active role in new business meetings as part of the preliminary pitch team
* Identify opportunities and proactively initiate efforts to market the practice through thought leadership, research, prospecting or networking
How You'll Grow
We are committed to investing and supporting you in your professional development and we have developed a range of programs focused on fostering leadership, growth and development opportunities. We aim to promote continuous learning and individual skills development through on-the-job learning, self-guided professional development courses and certifications. You'll be assigned a dedicated coach to mentor, guide and support you through regular coaching sessions and serve as an advocate for your professional growth.
As you progress through your career at FTI Consulting, we offer tailored programs for critical professional milestones to ensure you are prepared and empowered to take on your next role.
What You Will Need To Succeed
Basic Qualifications
* Bachelor's degree
* 5+ years of relevant post-graduate professional experience
* Ability to travel to clients and to FTI office(s) as needed
Preferred Qualifications
* Agency background with a focus on capital markets, corporate communications or investor relations, strongly preferred
* Excellent written and oral presentation skills - both in a large group and smaller meetings
* Proven advanced writing skills, particularly with complex documents and persuasive messaging such as proposals, press releases, op-eds, research reports, etc.
* Ability to concisely articulate and competently support a company's core narrative
* Analytical skills to identify and diagnose key issues, misperceptions and factors impacting a company's perception (valuation, governance, reputation) as well as the communications solutions to fix/mitigate them
* Ability to learn new concepts quickly and possess a service-oriented attitude
* Demonstrated history of project management during a major corporate event
* Developed ability to multi-task across client programs, firm initiatives and sales opportunities
* Ability to recognize, explore and use a broad range of ideas and practices, thinking logically and creatively without influence from personal bias
* Capacity to adjust behavior to meet client needs and personalities and to establish positive relationships with a wide variety of individuals both internally and externally
* Ability to execute a project from concept to conclusion and assist with managing all levels of employees, including support staff, peers and senior managers
* Strong organizational and time management skills
* Ability to effectively utilize AI tools to enhance productivity
* Demonstrated accuracy and attention to detail
* Proficient skills in Word, PowerPoint and Excel
* Proficient in Factset, Ipreo, Factiva and Refinitiv
Total Wellbeing
Our goal is to support the wellbeing of you and your families-physically, emotionally, and financially. We offer comprehensive benefits such as the following:
* Competitive total compensation, including bonus earning potential
* Full package of benefits plans, including medical, dental, and vision coverage along with life and disability insurance
* Generous paid time off and holidays
* Company matched 401(k) retirement savings plan
* Potential for flexible work arrangements
* Generous paid parental leave with available planning tools, virtual expert coaching services and flex return support
* Family care benefits, including back-up child/elder care
* Employee wellness platform
* Employee recognition programs
* Paid time off for volunteering in your community
* Corporate matching for charitable donations most important to you
* Make an impact in our communities through company sponsored pro bono work
* Professional development and certification programs
* Free in-office snacks and drinks
* Free smartphone and cellular plan (if applicable)
* FTI Perks & Discounts at retailers and businesses
* Upscale offices close to public transportation
About FTI Consulting
FTI Consulting, Inc. is the leading global expert firm for organizations facing crisis and transformation, with more than 7,900 employees located in 32 countries and territories. Our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. The Company generated $3.7 billion in revenues during fiscal year 2024. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. FTI Consulting is publicly traded on the New York Stock Exchange. For more information, visit ********************* and connect with us on Instagram and LinkedIn.
FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation.
Compensation Disclosure: Actual compensation is determined based on a wide array of relevant factors including market considerations, business needs, and an individual's location, skills, level of experience, and qualifications.
Additional Information
* Job Family/Level: Op Level 4 - Sr Director
* Citizenship Status Accepted: Not Applicable
* Exempt or Non-Exempt?: Exempt
Compensation
* Minimum Pay: 134500
* Maximum Pay: 286000
Senior Director, Investment Administration & Reporting Treasury | Real Estate Solutions
Houston, TX jobs
Who We Are FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity firms when they are facing their greatest opportunities and challenges. Our strong performance and continued success are a direct reflection of the ambition, energy, and commitment of our talented professionals across the globe to make a positive impact for our clients and communities.
At FTI Consulting, you'll be inspired and empowered to make an impact on headline matters that change history. Working side by side with the world's leading experts in your field, you'll be surrounded by an open collaborative culture that embraces diversity, recognition, professional development and most importantly, you.
There's never been a more exciting time to join FTI Consulting and this is where you will do the most exciting and fulfilling work of your career.
Are you ready to make an impact?
About The Role
FTI Consulting's Corporate Finance & Restructuring practice focuses on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
FTI Consulting's Real Estate Solutions has a singular focus on the real estate and real estate finance industry and the capital markets that serve it. Our services are designed to create integrated financial, tax and real estate solutions for clients having underlying value in real estate operations and assets. We provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including Equity and Mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers.
What You'll Do
FTI Investment Administration & Reporting (IA&R) provides outsourced accounting, Treasury, and financial reporting services to public and private real estate companies, including investment managers, equity and mortgage REITs, mortgage finance companies, developers, institutional investors. The Senior Director, Treasury will support the continued build-out of our IA&R Treasury function including Treasury process and controls optimization, build-out of the client-serving team, overseeing, supporting and training junior Treasury professionals, strategy, design, and build of our Treasury technology infrastructure, and ensuring that our clients are provided with accurate, timely, and high-quality Treasury and AP services. In addition, the candidate will interact directly with clients, vendors, and Fund Administration and Property Accounting personnel and, as necessary, prepare and maintain and/or review records, process invoices for payments, track and follow up on all disbursement transactions, respond to vendor requests and inquiries and research and resolve invoice discrepancies and other related issues. The candidate may also take part in or lead transformation projects, either in conjunction with or separate from, day-to-day Treasury activities. The position requires that you be an assertive self-starter, collaborative, and a proactive problem solver and a forward-thinking leader capable of building a leading class Treasury and Fund Administration platform. The leader will possess excellent organization skills, great interpersonal skills, strong attention to detail and knowledge of general accounting.
* Function as the senior leader within the IA&R Treasury Department, developing the strategy for the Treasury function and managing its implementation
* Oversee professionals within the Treasury Department, including quality assurance, reviewing wires and disbursements, etc.
* Oversee/manage Treasury-related operations including wire transfers, processing interest payments under credit facilities, tracking of partner capital calls, investment funding, and maintaining all relevant supporting documents in an organized manner
* Provide Treasury services to our clients that may include: initiating outgoing wires, if any, for approvals via online banking, check, or treasury management software system, coding invoices with proper general ledger accounts and post and in Yardi (or other ERP), responding to internal and external vendor inquiries and acts as internal and external accounts payable liaison, producing required reporting for internal or client purposes, ensuring timely payment of vendor invoices and expense reimbursements, or other functions typical of a Treasury function or department
* Participate in the SOC-1 process related to Treasury and AP functions, as required
* Provide as-needed Treasury consulting services to both our IA&R clients as well as our consulting clients
* Drive workflow process improvements through automation
* Oversee ad hoc or special projects such as implementation of accounting software, IPO projects, transaction or business process review, forensic investigations, and other financial reporting and asset management reporting assistance
* Support business development effort, particularly (but not necessarily exclusive to) Treasury and AP pursuits
How You'll Grow
We are committed to investing and supporting you in your professional development and we have developed a range of programs focused on fostering leadership, growth and development opportunities. We aim to promote continuous learning and individual skills development through on-the-job learning, self-guided professional development courses and certifications. You'll be assigned a dedicated coach to mentor, guide and support you through regular coaching sessions and serve as an advocate for your professional growth.
As you progress through your career at FTI Consulting, we offer tailored programs for critical professional milestones to ensure you are prepared and empowered to take on your next role.
What You Will Need To Succeed
Basic Qualifications
* Bachelor's or master's degree in accounting or related field of study
* Minimum of 8+ years of experience providing Treasury services, ideally in a real estate environment
* Knowledge of Treasury best practices and demonstrated experience with implementation
Preferred Qualifications
* Ability to effectively communicate with internal and external parties at all levels and manage confidential financial matters
* Proficiency in Microsoft Word, PowerPoint and Excel and knowledge of various accounting and/or Treasury software tools
* Detail-oriented coordination, organization, and administrative skills
* Ability to work effectively both independently and as a team leader
* Ability to work in a fast-paced environment and prioritize projects to meet required deadlines
* Ability to understand and communicate ideas clearly and effectively both verbally and in written communications
* Ability to take responsibility for various aspects of projects as well as the ability to suggest improvements and enhancements
* Self-directed and motivated, with a focus on continuous improvement
* Demonstrate a flexible and adaptable work style that can prioritize tasks, work on multiple assignments independently or as part of a team and meet tight deadlines
* Occasional travel required to clients and FTI office(s)
* In-office or remote work considered for this position
#LI-AH1 #LI-Hybrid #LI-Remote
Total Wellbeing
Our goal is to support the wellbeing of you and your families-physically, emotionally, and financially. We offer comprehensive benefits such as the following:
* Competitive total compensation, including bonus earning potential
* Full package of benefits plans, including medical, dental, and vision coverage along with life and disability insurance
* Generous paid time off and holidays
* Company matched 401(k) retirement savings plan
* Potential for flexible work arrangements
* Generous paid parental leave with available planning tools, virtual expert coaching services and flex return support.
* Family care benefits, including back-up child/elder care
* Employee wellness platform
* Employee recognition programs
* Paid time off for volunteering in your community
* Corporate matching for charitable donations most important to you
* Make an impact in our communities through company sponsored pro bono work
* Professional development and certification programs
* Free in-office snacks and drinks
* Free smartphone and cellular plan (if applicable)
* FTI Perks & Discounts at retailers and businesses
* Upscale offices close to public transportation
About FTI Consulting
FTI Consulting, Inc. is the leading global expert firm for organizations facing crisis and transformation, with more than 7,900 employees located in 32 countries and territories. Our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. The Company generated $3.49 billion in revenues during fiscal year 2023. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. FTI Consulting is publicly traded on the New York Stock Exchange. For more information, visit ********************* and connect with us on Instagram and LinkedIn.
FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation.
Compensation Disclosure: Actual compensation is determined based on a wide array of relevant factors including market considerations, business needs, and an individual's location, skills, level of experience, and qualifications.
Additional Information
* Job Family/Level: Op Level 4 - Sr Director
* Citizenship Status Accepted: Not Applicable
* Exempt or Non-Exempt?: Exempt
Compensation
* Minimum Pay: 155500
* Maximum Pay: 374000
Senior Director, Investment Administration & Reporting Treasury | Real Estate Solutions
Dallas, TX jobs
Who We Are FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity firms when they are facing their greatest opportunities and challenges. Our strong performance and continued success are a direct reflection of the ambition, energy, and commitment of our talented professionals across the globe to make a positive impact for our clients and communities.
At FTI Consulting, you'll be inspired and empowered to make an impact on headline matters that change history. Working side by side with the world's leading experts in your field, you'll be surrounded by an open collaborative culture that embraces diversity, recognition, professional development and most importantly, you.
There's never been a more exciting time to join FTI Consulting and this is where you will do the most exciting and fulfilling work of your career.
Are you ready to make an impact?
About The Role
FTI Consulting's Corporate Finance & Restructuring practice focuses on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
FTI Consulting's Real Estate Solutions has a singular focus on the real estate and real estate finance industry and the capital markets that serve it. Our services are designed to create integrated financial, tax and real estate solutions for clients having underlying value in real estate operations and assets. We provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including Equity and Mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers.
What You'll Do
FTI Investment Administration & Reporting (IA&R) provides outsourced accounting, Treasury, and financial reporting services to public and private real estate companies, including investment managers, equity and mortgage REITs, mortgage finance companies, developers, institutional investors. The Senior Director, Treasury will support the continued build-out of our IA&R Treasury function including Treasury process and controls optimization, build-out of the client-serving team, overseeing, supporting and training junior Treasury professionals, strategy, design, and build of our Treasury technology infrastructure, and ensuring that our clients are provided with accurate, timely, and high-quality Treasury and AP services. In addition, the candidate will interact directly with clients, vendors, and Fund Administration and Property Accounting personnel and, as necessary, prepare and maintain and/or review records, process invoices for payments, track and follow up on all disbursement transactions, respond to vendor requests and inquiries and research and resolve invoice discrepancies and other related issues. The candidate may also take part in or lead transformation projects, either in conjunction with or separate from, day-to-day Treasury activities. The position requires that you be an assertive self-starter, collaborative, and a proactive problem solver and a forward-thinking leader capable of building a leading class Treasury and Fund Administration platform. The leader will possess excellent organization skills, great interpersonal skills, strong attention to detail and knowledge of general accounting.
* Function as the senior leader within the IA&R Treasury Department, developing the strategy for the Treasury function and managing its implementation
* Oversee professionals within the Treasury Department, including quality assurance, reviewing wires and disbursements, etc.
* Oversee/manage Treasury-related operations including wire transfers, processing interest payments under credit facilities, tracking of partner capital calls, investment funding, and maintaining all relevant supporting documents in an organized manner
* Provide Treasury services to our clients that may include: initiating outgoing wires, if any, for approvals via online banking, check, or treasury management software system, coding invoices with proper general ledger accounts and post and in Yardi (or other ERP), responding to internal and external vendor inquiries and acts as internal and external accounts payable liaison, producing required reporting for internal or client purposes, ensuring timely payment of vendor invoices and expense reimbursements, or other functions typical of a Treasury function or department
* Participate in the SOC-1 process related to Treasury and AP functions, as required
* Provide as-needed Treasury consulting services to both our IA&R clients as well as our consulting clients
* Drive workflow process improvements through automation
* Oversee ad hoc or special projects such as implementation of accounting software, IPO projects, transaction or business process review, forensic investigations, and other financial reporting and asset management reporting assistance
* Support business development effort, particularly (but not necessarily exclusive to) Treasury and AP pursuits
How You'll Grow
We are committed to investing and supporting you in your professional development and we have developed a range of programs focused on fostering leadership, growth and development opportunities. We aim to promote continuous learning and individual skills development through on-the-job learning, self-guided professional development courses and certifications. You'll be assigned a dedicated coach to mentor, guide and support you through regular coaching sessions and serve as an advocate for your professional growth.
As you progress through your career at FTI Consulting, we offer tailored programs for critical professional milestones to ensure you are prepared and empowered to take on your next role.
What You Will Need To Succeed
Basic Qualifications
* Bachelor's or master's degree in accounting or related field of study
* Minimum of 8+ years of experience providing Treasury services, ideally in a real estate environment
* Knowledge of Treasury best practices and demonstrated experience with implementation
Preferred Qualifications
* Ability to effectively communicate with internal and external parties at all levels and manage confidential financial matters
* Proficiency in Microsoft Word, PowerPoint and Excel and knowledge of various accounting and/or Treasury software tools
* Detail-oriented coordination, organization, and administrative skills
* Ability to work effectively both independently and as a team leader
* Ability to work in a fast-paced environment and prioritize projects to meet required deadlines
* Ability to understand and communicate ideas clearly and effectively both verbally and in written communications
* Ability to take responsibility for various aspects of projects as well as the ability to suggest improvements and enhancements
* Self-directed and motivated, with a focus on continuous improvement
* Demonstrate a flexible and adaptable work style that can prioritize tasks, work on multiple assignments independently or as part of a team and meet tight deadlines
* Occasional travel required to clients and FTI office(s)
* In-office or remote work considered for this position
#LI-AH1 #LI-Hybrid #LI-Remote
Total Wellbeing
Our goal is to support the wellbeing of you and your families-physically, emotionally, and financially. We offer comprehensive benefits such as the following:
* Competitive total compensation, including bonus earning potential
* Full package of benefits plans, including medical, dental, and vision coverage along with life and disability insurance
* Generous paid time off and holidays
* Company matched 401(k) retirement savings plan
* Potential for flexible work arrangements
* Generous paid parental leave with available planning tools, virtual expert coaching services and flex return support.
* Family care benefits, including back-up child/elder care
* Employee wellness platform
* Employee recognition programs
* Paid time off for volunteering in your community
* Corporate matching for charitable donations most important to you
* Make an impact in our communities through company sponsored pro bono work
* Professional development and certification programs
* Free in-office snacks and drinks
* Free smartphone and cellular plan (if applicable)
* FTI Perks & Discounts at retailers and businesses
* Upscale offices close to public transportation
About FTI Consulting
FTI Consulting, Inc. is the leading global expert firm for organizations facing crisis and transformation, with more than 7,900 employees located in 32 countries and territories. Our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. The Company generated $3.49 billion in revenues during fiscal year 2023. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. FTI Consulting is publicly traded on the New York Stock Exchange. For more information, visit ********************* and connect with us on Instagram and LinkedIn.
FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation.
Compensation Disclosure: Actual compensation is determined based on a wide array of relevant factors including market considerations, business needs, and an individual's location, skills, level of experience, and qualifications.
Additional Information
* Job Family/Level: Op Level 4 - Sr Director
* Citizenship Status Accepted: Not Applicable
* Exempt or Non-Exempt?: Exempt
Compensation
* Minimum Pay: 155500
* Maximum Pay: 374000
Executive Director, Project Manager - Business Transformation Services
Dallas, TX jobs
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Primary Responsibilities
As a member of Business Transformation Services (BTS), this individual will provide program management support for select strategic initiatives, regulatory change, or integration efforts. This role will coordinate across a multi-disciplinary team with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting.
Key responsibilities will include but will not be limited to the following:
* Working with all functional disciplines impacted by the project to ensure 'end to end' planning is comprehensive and results in a project plan that will achieve stated goals of project
* Create a governance structure for managing complex programs that involve multiple business, technology and control partners
* Working with key business partners, build and maintain a program roadmap that can be used to drive delivery priorities
* Manage dependencies with legal, risk and compliance partners
* Provide transparency to stakeholders into progress towards project goals
* Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed
* Provide mechanisms to capture & monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project
* Monitor project costs and resource allocations to ensure investment is used in the best interests of Firm
* Ensure accurate and consistent reporting of activity, across all governance forums outside of direct control
* Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed
* Manage project managers and consultants to deliver against firm priorities
Qualifications
* BS/BA degree required. Advanced degrees a plus.
* A minimum of 10 years of professional experience in project management, product management or technology
* Professional experience in the financial services industry, Wealth Management, FinTech, or management consulting
* Occasional travel may be required
* Proven ability to manage delivery/execution of a wide range of tasks and initiatives
* Proven experience developing partnerships with and successfully coordinating across various Business, Technology, Operations and Control partners and stakeholders
* Ability to lead and influence cross-functional teams where there is no direct reporting chain
* Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
* Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management
* Independent self-starter who can manage multiple activities to aggressive deadlines
* Eagerness to learn the business and understand detailed technical requirements
* Experience managing major organizational change programs, such as merger integrations or corporate restructure
* Experience working with cross functional teams, including product management, UX, technology, analytics, marketing, risk and compliance.
* Highly skilled in Microsoft Excel, PowerPoint, Word and SharePoint
This role will be filled in one of the below locations:
* Dallas, TX
* Westchester, NY
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $165,000 and $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyProject Manager - Tax Transformation
Dallas, TX jobs
Are you energized by guiding strategic initiatives and orchestrating cross-functional teams to deliver high-impact technology solutions? Join Deloitte's US Tax Transformation Technology Team to help transform global tax business through digital innovation. As we shift from "doing digital" to "being digital," your expertise will ensure complex projects are delivered on time, within scope, and with maximum business value.
Recruiting for this role ends on May 30th, 2026.
Work You'll Do
As a Deloitte Tax Project Manager in the Tax Transformation Technology Team, you will drive the planning, delivery, governance, and reporting of key technology projects supporting Deloitte's tax strategy. You will coordinate with PMO and business stakeholders, ensuring consistent practices, transparent communications, and successful execution.
Core Responsibilities:
Project Planning & Coordination
+ Develop detailed project plans, charters, and schedules aligned with strategic objectives.
+ Coordinate resource allocation, milestone setting, and dependencies across workstreams.
+ Ensure projects adhere to PMO standards, processes, and documentation requirements.
Stakeholder Engagement & Communication
+ Serve as the central point of contact among internal business partners, IT leadership, and external technology vendors.
+ Facilitate comprehensive status meetings, issue/risk discussions, and stakeholder updates.
+ Translate high-level requirements into actionable project deliverables.
Delivery Management
+ Oversee day-to-day execution, including timeline management, task tracking, and reporting.
+ Lead daily stand-up meetings, sprint planning, sprint reviews, and retrospectives.
+ Monitor critical project metrics-such as delivery milestones, budget adherence, and resource utilization-and escalate risks/issues as needed.
PMO Coordination & Governance
+ Ensure robust project tracking and reporting, preparing executive summaries, dashboards, and updates for leadership.
+ Support compliance with IT governance, data privacy, and regulatory requirements.
+ Maintain documentation for audit readiness and organizational transparency.
Change Management & Project Adoption
+ Collaborating with business leads to delivering training, onboarding, and communications for new technologies or processes.
+ Guide teams through transitions and support user adoption for project outcomes.
The Team
Deloitte Tax LLP's Tax Transformation Office (TTO) drives innovation across enterprise technology, tools, and processes to deliver high-value tax services. The team features backgrounds in tax, technology, change management, and project management, promoting diverse perspectives in process, tool development, and client engagement.
Qualifications and Skills
Required:
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week.
+ Bachelor's degree in business, Information Technology, Computer Science, or related field.
+ 5+ years' project management experience, ideally with large-scale IT initiatives.
+ Demonstrated proficiency in PMO methodology, meeting facilitation, and conflict resolution.
+ Proven hands-on experience with cloud platforms and cybersecurity.
+ Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve.
+ Limited sponsorship may be available.
+ One of the following active accreditations obtained:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed Attorney
+ Enrolled Agent
+ Technology Certifications:
+ AWS Certified Solutions Architect
+ CBAP - Certified Business Analysis Professional
+ Certified in Risk and Information Systems Controls (CRISC)
+ Certified SAFe Advanced Scrum Master
+ Certified SAFe Scrum Master
+ Certified Scrum Product Owner (CSPO)
+ ITIL Certification
+ Microsoft Azure
+ Program Management Professional (PgMP)
+ Project Management Professional (PMP)
Preferred:
+ Experience within the tax, finance, or professional services sectors.
+ Proven track record of supporting or leading technology or transformation projects.
+ Familiarity with both Agile and Waterfall methodologies and best practices.
+ Experience with Agile project management tools (e.g., Jira, Trello).
+ Familiarity with regulatory requirements impacting tax technology (e.g., GDPR, HIPAA).
+ Effective communicator and facilitator with the ability to influence stakeholders at multiple levels.
+ Exposure to emerging technologies such as cloud, data analytics, or cybersecurity.
+ Strong problem-solving, communication, and stakeholder management skills.
At Deloitte Project Managers are instrumental in turning strategy into action and nurturing the next generation of leaders. Advance your career by delivering high-impact technology projects and shaping the future of tax transformation.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $111,090 to $235,170.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: ************************************************************************************************************
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Project Manager - Tax Transformation
Dallas, TX jobs
Are you energized by guiding strategic initiatives and orchestrating cross-functional teams to deliver high-impact technology solutions? Join Deloitte's US Tax Transformation Technology Team to help transform global tax business through digital innovation. As we shift from "doing digital" to "being digital," your expertise will ensure complex projects are delivered on time, within scope, and with maximum business value.
Recruiting for this role ends on May 30th, 2026.
Work You'll Do
As a Deloitte Tax Project Manager in the Tax Transformation Technology Team, you will drive the planning, delivery, governance, and reporting of key technology projects supporting Deloitte's tax strategy. You will coordinate with PMO and business stakeholders, ensuring consistent practices, transparent communications, and successful execution.
Core Responsibilities:
Project Planning & Coordination
* Develop detailed project plans, charters, and schedules aligned with strategic objectives.
* Coordinate resource allocation, milestone setting, and dependencies across workstreams.
* Ensure projects adhere to PMO standards, processes, and documentation requirements.
Stakeholder Engagement & Communication
* Serve as the central point of contact among internal business partners, IT leadership, and external technology vendors.
* Facilitate comprehensive status meetings, issue/risk discussions, and stakeholder updates.
* Translate high-level requirements into actionable project deliverables.
Delivery Management
* Oversee day-to-day execution, including timeline management, task tracking, and reporting.
* Lead daily stand-up meetings, sprint planning, sprint reviews, and retrospectives.
* Monitor critical project metrics-such as delivery milestones, budget adherence, and resource utilization-and escalate risks/issues as needed.
PMO Coordination & Governance
* Ensure robust project tracking and reporting, preparing executive summaries, dashboards, and updates for leadership.
* Support compliance with IT governance, data privacy, and regulatory requirements.
* Maintain documentation for audit readiness and organizational transparency.
Change Management & Project Adoption
* Collaborating with business leads to delivering training, onboarding, and communications for new technologies or processes.
* Guide teams through transitions and support user adoption for project outcomes.
The Team
Deloitte Tax LLP's Tax Transformation Office (TTO) drives innovation across enterprise technology, tools, and processes to deliver high-value tax services. The team features backgrounds in tax, technology, change management, and project management, promoting diverse perspectives in process, tool development, and client engagement.
Qualifications and Skills
Required:
* Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week.
* Bachelor's degree in business, Information Technology, Computer Science, or related field.
* 5+ years' project management experience, ideally with large-scale IT initiatives.
* Demonstrated proficiency in PMO methodology, meeting facilitation, and conflict resolution.
* Proven hands-on experience with cloud platforms and cybersecurity.
* Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve.
* Limited sponsorship may be available.
* One of the following active accreditations obtained:
* Licensed CPA in state of practice/primary office if eligible to sit for the CPA
* If not CPA eligible:
* Licensed Attorney
* Enrolled Agent
* Technology Certifications:
* AWS Certified Solutions Architect
* CBAP - Certified Business Analysis Professional
* Certified in Risk and Information Systems Controls (CRISC)
* Certified SAFe Advanced Scrum Master
* Certified SAFe Scrum Master
* Certified Scrum Product Owner (CSPO)
* ITIL Certification
* Microsoft Azure
* Program Management Professional (PgMP)
* Project Management Professional (PMP)
Preferred:
* Experience within the tax, finance, or professional services sectors.
* Proven track record of supporting or leading technology or transformation projects.
* Familiarity with both Agile and Waterfall methodologies and best practices.
* Experience with Agile project management tools (e.g., Jira, Trello).
* Familiarity with regulatory requirements impacting tax technology (e.g., GDPR, HIPAA).
* Effective communicator and facilitator with the ability to influence stakeholders at multiple levels.
* Exposure to emerging technologies such as cloud, data analytics, or cybersecurity.
* Strong problem-solving, communication, and stakeholder management skills.
At Deloitte Project Managers are instrumental in turning strategy into action and nurturing the next generation of leaders. Advance your career by delivering high-impact technology projects and shaping the future of tax transformation.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $111,090 to $235,170.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: ************************************************************************************************************
Recruiting tips
From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.
Our people and culture
Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.
Our purpose
Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.
Professional development
From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see ********************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers
Requisition code: 314929
Job ID 314929
Project Manager - Tax Transformation
Houston, TX jobs
Are you energized by guiding strategic initiatives and orchestrating cross-functional teams to deliver high-impact technology solutions? Join Deloitte's US Tax Transformation Technology Team to help transform global tax business through digital innovation. As we shift from "doing digital" to "being digital," your expertise will ensure complex projects are delivered on time, within scope, and with maximum business value.
Recruiting for this role ends on May 30th, 2026.
Work You'll Do
As a Deloitte Tax Project Manager in the Tax Transformation Technology Team, you will drive the planning, delivery, governance, and reporting of key technology projects supporting Deloitte's tax strategy. You will coordinate with PMO and business stakeholders, ensuring consistent practices, transparent communications, and successful execution.
Core Responsibilities:
Project Planning & Coordination
+ Develop detailed project plans, charters, and schedules aligned with strategic objectives.
+ Coordinate resource allocation, milestone setting, and dependencies across workstreams.
+ Ensure projects adhere to PMO standards, processes, and documentation requirements.
Stakeholder Engagement & Communication
+ Serve as the central point of contact among internal business partners, IT leadership, and external technology vendors.
+ Facilitate comprehensive status meetings, issue/risk discussions, and stakeholder updates.
+ Translate high-level requirements into actionable project deliverables.
Delivery Management
+ Oversee day-to-day execution, including timeline management, task tracking, and reporting.
+ Lead daily stand-up meetings, sprint planning, sprint reviews, and retrospectives.
+ Monitor critical project metrics-such as delivery milestones, budget adherence, and resource utilization-and escalate risks/issues as needed.
PMO Coordination & Governance
+ Ensure robust project tracking and reporting, preparing executive summaries, dashboards, and updates for leadership.
+ Support compliance with IT governance, data privacy, and regulatory requirements.
+ Maintain documentation for audit readiness and organizational transparency.
Change Management & Project Adoption
+ Collaborating with business leads to delivering training, onboarding, and communications for new technologies or processes.
+ Guide teams through transitions and support user adoption for project outcomes.
The Team
Deloitte Tax LLP's Tax Transformation Office (TTO) drives innovation across enterprise technology, tools, and processes to deliver high-value tax services. The team features backgrounds in tax, technology, change management, and project management, promoting diverse perspectives in process, tool development, and client engagement.
Qualifications and Skills
Required:
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week.
+ Bachelor's degree in business, Information Technology, Computer Science, or related field.
+ 5+ years' project management experience, ideally with large-scale IT initiatives.
+ Demonstrated proficiency in PMO methodology, meeting facilitation, and conflict resolution.
+ Proven hands-on experience with cloud platforms and cybersecurity.
+ Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve.
+ Limited sponsorship may be available.
+ One of the following active accreditations obtained:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed Attorney
+ Enrolled Agent
+ Technology Certifications:
+ AWS Certified Solutions Architect
+ CBAP - Certified Business Analysis Professional
+ Certified in Risk and Information Systems Controls (CRISC)
+ Certified SAFe Advanced Scrum Master
+ Certified SAFe Scrum Master
+ Certified Scrum Product Owner (CSPO)
+ ITIL Certification
+ Microsoft Azure
+ Program Management Professional (PgMP)
+ Project Management Professional (PMP)
Preferred:
+ Experience within the tax, finance, or professional services sectors.
+ Proven track record of supporting or leading technology or transformation projects.
+ Familiarity with both Agile and Waterfall methodologies and best practices.
+ Experience with Agile project management tools (e.g., Jira, Trello).
+ Familiarity with regulatory requirements impacting tax technology (e.g., GDPR, HIPAA).
+ Effective communicator and facilitator with the ability to influence stakeholders at multiple levels.
+ Exposure to emerging technologies such as cloud, data analytics, or cybersecurity.
+ Strong problem-solving, communication, and stakeholder management skills.
At Deloitte Project Managers are instrumental in turning strategy into action and nurturing the next generation of leaders. Advance your career by delivering high-impact technology projects and shaping the future of tax transformation.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $111,090 to $235,170.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: ************************************************************************************************************
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Project Manager - Tax Transformation
Houston, TX jobs
Are you energized by guiding strategic initiatives and orchestrating cross-functional teams to deliver high-impact technology solutions? Join Deloitte's US Tax Transformation Technology Team to help transform global tax business through digital innovation. As we shift from "doing digital" to "being digital," your expertise will ensure complex projects are delivered on time, within scope, and with maximum business value.
Recruiting for this role ends on May 30th, 2026.
Work You'll Do
As a Deloitte Tax Project Manager in the Tax Transformation Technology Team, you will drive the planning, delivery, governance, and reporting of key technology projects supporting Deloitte's tax strategy. You will coordinate with PMO and business stakeholders, ensuring consistent practices, transparent communications, and successful execution.
Core Responsibilities:
Project Planning & Coordination
* Develop detailed project plans, charters, and schedules aligned with strategic objectives.
* Coordinate resource allocation, milestone setting, and dependencies across workstreams.
* Ensure projects adhere to PMO standards, processes, and documentation requirements.
Stakeholder Engagement & Communication
* Serve as the central point of contact among internal business partners, IT leadership, and external technology vendors.
* Facilitate comprehensive status meetings, issue/risk discussions, and stakeholder updates.
* Translate high-level requirements into actionable project deliverables.
Delivery Management
* Oversee day-to-day execution, including timeline management, task tracking, and reporting.
* Lead daily stand-up meetings, sprint planning, sprint reviews, and retrospectives.
* Monitor critical project metrics-such as delivery milestones, budget adherence, and resource utilization-and escalate risks/issues as needed.
PMO Coordination & Governance
* Ensure robust project tracking and reporting, preparing executive summaries, dashboards, and updates for leadership.
* Support compliance with IT governance, data privacy, and regulatory requirements.
* Maintain documentation for audit readiness and organizational transparency.
Change Management & Project Adoption
* Collaborating with business leads to delivering training, onboarding, and communications for new technologies or processes.
* Guide teams through transitions and support user adoption for project outcomes.
The Team
Deloitte Tax LLP's Tax Transformation Office (TTO) drives innovation across enterprise technology, tools, and processes to deliver high-value tax services. The team features backgrounds in tax, technology, change management, and project management, promoting diverse perspectives in process, tool development, and client engagement.
Qualifications and Skills
Required:
* Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week.
* Bachelor's degree in business, Information Technology, Computer Science, or related field.
* 5+ years' project management experience, ideally with large-scale IT initiatives.
* Demonstrated proficiency in PMO methodology, meeting facilitation, and conflict resolution.
* Proven hands-on experience with cloud platforms and cybersecurity.
* Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve.
* Limited sponsorship may be available.
* One of the following active accreditations obtained:
* Licensed CPA in state of practice/primary office if eligible to sit for the CPA
* If not CPA eligible:
* Licensed Attorney
* Enrolled Agent
* Technology Certifications:
* AWS Certified Solutions Architect
* CBAP - Certified Business Analysis Professional
* Certified in Risk and Information Systems Controls (CRISC)
* Certified SAFe Advanced Scrum Master
* Certified SAFe Scrum Master
* Certified Scrum Product Owner (CSPO)
* ITIL Certification
* Microsoft Azure
* Program Management Professional (PgMP)
* Project Management Professional (PMP)
Preferred:
* Experience within the tax, finance, or professional services sectors.
* Proven track record of supporting or leading technology or transformation projects.
* Familiarity with both Agile and Waterfall methodologies and best practices.
* Experience with Agile project management tools (e.g., Jira, Trello).
* Familiarity with regulatory requirements impacting tax technology (e.g., GDPR, HIPAA).
* Effective communicator and facilitator with the ability to influence stakeholders at multiple levels.
* Exposure to emerging technologies such as cloud, data analytics, or cybersecurity.
* Strong problem-solving, communication, and stakeholder management skills.
At Deloitte Project Managers are instrumental in turning strategy into action and nurturing the next generation of leaders. Advance your career by delivering high-impact technology projects and shaping the future of tax transformation.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $111,090 to $235,170.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: ************************************************************************************************************
Recruiting tips
From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.
Our people and culture
Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.
Our purpose
Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.
Professional development
From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see ********************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers
Requisition code: 314929
Job ID 314929