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Senior Associate jobs at Aprio - 1807 jobs

  • Aprio PH - Senior Audit Associate, Nonprofit

    Aprio 4.3company rating

    Senior associate job at Aprio

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Assurance Team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Audit Associate to join their dynamic team. For private and closely held companies, precise financial statements provide the accurate information needed to effectively manage successful business relationships. Taking this simple step minimizes risk and provides peace of mind to key lenders and stakeholders. Our assurance advisors offer specialized and personalized audit expertise that gives you and your stakeholders the confidence and financial insight needed to make sound business decisions. As a registered member of the Public Company Accounting Oversight Board (PCAOB), we adhere to the highest professional standards and provide a full range of assurance services. We focus on building trusted relationships, clear communication and efficiency throughout the audit process, making the audit experience effortless so you can focus on what's next. Position Responsibilities: * Accurately and skillfully performing audits * Preparing audit work papers and adjusting trial balances * Utilizing time management to plan and schedule client engagements * Assembling trial balances and compiling financial statements into a written report to be presented * Effectively communicating the accuracy of financial statements and other financial information to clients and co-workers * Continuously fostering relationships with coworkers and clients Qualifications: * Amenable to work day shift: 6:30 AM - 3:30 PM Manila Time * 4 year bachelor's degree in accounting * Master's degree preferred * Licensed CPA preferred * 3-5 years of experience working for a public accounting firm * Profound knowledge of auditing and accounting literature US GAAP & GAAS * Developed specialties in Non-Profit Organization industries * Understanding and applying Excel skills * Successfully using Case ware or other audit software * Demonstrating exceptional verbal and written communication skills * Working effectively and personably within a team Perks/Benefits we offer for full-time team members: * Wellness program * HMO coverage * Rewards and Recognition program * Free shuttle service (provided by CDC | for onsite employees) * Free lunch meal (For onsite employees) * On-demand learning classes * Discretionary time off and Holidays * Performance-based salary increase * Discretionary incentive compensation based on client or individual performance * Hybrid set up to selected roles/location, terms and conditions may apply * CPA & Certification Assistance and Bonus Program What's in it for you: * Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. * A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture. * Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. * Competitive compensation: You will be rewarded with competitive compensation. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
    $83k-100k yearly est. 12d ago
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  • Senior Associate, Hybrid Multifamily Investment Management

    Invesco Real Estate 4.6company rating

    San Francisco, CA jobs

    A global investment management firm is seeking an Associate Director in San Francisco or Los Angeles to oversee investment management for multifamily assets. This role involves driving investment strategy, measuring asset performance, and collaborating with partners. Candidates should possess a degree and at least 5 years of institutional real estate experience. Competitive compensation of $125,000 to $175,000 and an inclusive workplace culture are offered. #J-18808-Ljbffr
    $125k-175k yearly 2d ago
  • Audit Senior Manager - Hybrid, Lead Audits & Growth

    Grant Thornton International Ltd. 4.6company rating

    San Jose, CA jobs

    A leading audit and advisory firm is seeking an Audit Senior Manager in San Jose, CA. In this key role, you will oversee financial statement audits and support engagement teams through technical expertise and client relationship management. Candidates should possess a Bachelor's degree in accounting or related fields and an active CPA license, along with at least 8 years of public accounting experience. The salary range for this position is $138,000 to $230,000 per year. #J-18808-Ljbffr
    $138k-230k yearly 5d ago
  • Senior Associate, Private Equity Real Estate - Drive Deals

    Thrivent Financial 4.4company rating

    Minneapolis, MN jobs

    A leading financial services organization in Minneapolis is seeking a Senior Associate in private equity real estate. This role requires a bachelor's degree and at least four years of experience in commercial real estate. The associate will manage investment performance monitoring, support deal teams, and prepare materials for investment committees. The organization offers competitive salary and extensive benefits including health insurance, retirement plans, and generous paid time off. #J-18808-Ljbffr
    $70k-104k yearly est. 2d ago
  • Biotech Public Equity Senior Associate - Venture Investments

    Novo Holdings 3.9company rating

    San Francisco, CA jobs

    A leading investment firm based in San Francisco is looking for an experienced candidate with a scientific background to join their public equity investment team. The role involves assessing investment opportunities, preparing materials, and collaborating with various teams. Ideal candidates will have a Ph.D. or M.D. and at least 3 years of experience in biotech or medtech analysis. The firm offers comprehensive benefits including medical, parental leave, and generous PTO. #J-18808-Ljbffr
    $86k-130k yearly est. 5d ago
  • Senior Performance & Risk Analytics Associate: Institutions

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA jobs

    A leading global financial services firm in Boston seeks a Performance and Risk Analytics Associate. The role involves delivering advanced analytics, conducting comprehensive performance analyses, and engaging with clients to deepen relationships. Candidates should hold a Bachelor's degree and have at least 10 years of experience in performance analysis within financial services. Excellent communication skills and a proactive attitude toward client management are essential, along with a strong understanding of institutional fund accounting. Periodic travel may be required. #J-18808-Ljbffr
    $82k-130k yearly est. 3d ago
  • Senior Performance & Risk Analytics Associate: Institutions

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA jobs

    A leading financial services firm in Boston is seeking a Performance and Risk Analytics Associate to support institutional clients with advanced analytics throughout the investment lifecycle. This role involves representing the firm at client onboardings, conducting performance analyses, and building strong relationships within complex organizations. The ideal candidate has a Bachelor's degree in a relevant field and at least 10 years of experience in performance and risk analytics, alongside excellent communication skills. Opportunities to travel periodically for client engagements are also part of the role. #J-18808-Ljbffr
    $82k-130k yearly est. 3d ago
  • Senior Associate, Client Processing

    The Bank of New York Mellon 4.4company rating

    Lake Mary, FL jobs

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, Client Processing to join our Client Processing team. This role is located in Lake Mary, FL (4days in the office per week). In this role, you'll make an impact in the following ways: Interaction with Fund Manager and Fund's staff Interaction with the Fund's Investors & prospective Investors Review of Investor subscription documents Obtaining complete trade and AML documentation from prospective Investors Inputting Investor profile, documentation and trades into Praeeo / Internal System Maintaining Investor records across various internal systems Production of Investor confirmations, statements, ad hoc reporting (including ERISA holdings reports & audit requests) and general correspondence Processing Client and Investor requests for web access Oversee operational processes or a small team Review submitted work and hold regular meetings with staff Additional duties and projects as assigned To be successful in this role, we're seeking the following: BS or BA in a business-related field preferred 1-3 years experience in Financial Services, preferably Investor Relations in a complex industry such as alternative investments Strong Microsoft Office skills, with a focus on Excel Proven customer service skills At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $77k-114k yearly est. 2d ago
  • Anti-Money Laundering EDD & Monitoring Senior Associate

    BBVA Global Wealth Advisors 4.8company rating

    Miami, FL jobs

    BBVA Global Wealth Advisors, an SEC-registered investment adviser, is seeking a motivated and detail-oriented AML EDD & Monitoring Senior Associate to join our growing Compliance Team. This role is responsible for executing and enhancing our Regulatory Compliance Program, including Anti-Money Laundering (AML) and financial crime prevention program. You'll play a key role in protecting the firm from illicit activities while ensuring strict adherence to all applicable laws and SEC regulations. The ideal candidate brings strong investigative, analytical, and regulatory experience, with the ability to translate complex risks into actionable controls and deliver high-quality results in a fast-paced environment. Key Responsibilities As a AML EDD & Monitoring Senior Associate, you'll be on the front lines of our financial crime defense, with a diverse range of responsibilities that include: EDDs/Risk Assessments: Conduct initial and ongoing Enhanced Due Diligence (EDD) reviews in higher-risk clients, including PEPs, foreign clients, complex ownership structures, source of wealth verification, and adverse media, documenting conclusions in a clear, concise, and factual manner. Assess customer risk profiles determined by the firm's risk-based methodology and maintain accurate, up-to-date risk ratings. Identify potential risks, escalate concerns, and propose effective operational improvements to help ensure that operation controls are in place for all key processes and that any control weaknesses are appropriately addressed and escalated. Account Periodic Reviews: Performing periodic, risk-based reviews of client accounts across all client risk tiers, ensuring ongoing compliance with AML & KYC standards. This includes verifying client information, updating beneficial ownership details, and re-assessing client risk profiles in accordance with firm policy. Revalidate client information, transactional behavior, and adverse findings, and take actions accordingly, as dictated by AML Policies and Procedures. Document conclusions in a clear, concise, and factual manner. Transaction Monitoring & Investigations: Analyzing transactional data for unusual patterns, red flags, and suspicious activities that may indicate money laundering, terrorist financing, or other financial crimes. Collaborate with operation and commercial teams to understand the transactional context and escalate matter when appropriate. Conduct timely investigations into potentially suspicious behavior, gather supporting documentation, and prepare well-supported recommendations to escalate activity, as needed. Watchlists & Screening Oversight: Manage the internal list name screening process, playing a key role in quality assurance and ensuring the process effectiveness. Oversee the accuracy, completeness, and regular updates of internal watchlists, including lists of high-risk individuals, entities, and jurisdictions. Collaborating with various departments to ensure timely inclusion or removal of names. Work with internal and external stakeholders to ensure system accuracy and proper calibration to reduce false positives and maintain industry standards. AML Policies, Procedures, Control Enhancement: Assist in the drafting, review, and transposition of Compliance policies, procedures, and controls to ensure they are current, comprehensive, and effectively mitigate identified risks. Translate applicable regulatory requirements into actionable internal guidance. Support internal and external audits, regulatory examinations, and remediation plans, as applicable. Special Projects: Participate in and lead various special projects aimed at enhancing our AML Compliance program, such as system implementations, new product risk assessments, training initiatives, and internal audit responses. Ad Hoc Requests: Responding promptly and accurately to various ad hoc requests from internal stakeholders (e.g., front office, operations, legal) and external parties (e.g., auditors, regulators) related to Compliance as required by business needs. Compliance Cross-Functional Collaboration - this role may have exposure to cross functional collaboration, including but not limited to: Administer the systems used by the GWA Compliance program, especially those used for AML. Assist with the GWA AML Compliance and general Compliance testing program, ensuring compliance with SEC regulations, GWA internal policies, and Holding level requirements. Develop and deliver targeted training as required by the Compliance team initiatives. Qualifications The ideal candidate will have a basic foundation in Regulatory Compliance, demonstrated by: 5+ years of experience at a financial institution (BD or RIA preferrable). Certified Anti-Money Laundering Specialist (CAMS) certification is a preferred (or willingness to obtain within 12 months). Direct, hands-on experience with EDD, KYC, and transaction monitoring. Strong Familiarity of U.S. regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC sanctions programs. Proven ability to conduct thorough investigations, analyze complex data, and make well-reasoned decisions under pressure. Strong analytical skills with an ability to identify trends, patterns, and anomalies. Exceptional written and verbal communication skills, with the ability to articulate complex risk concepts clearly and concisely to diverse audiences. High degree of attention to detail and accuracy in all work. Ability to manage multiple priorities effectively and meet deadlines in a dynamic environment. A strong ethical compass and commitment to upholding the highest standards of compliance. Proficient in collaboration platforms like Google Workspace and Office 365. Bilingual - Fluency in both English and Spanish (verbal and written).
    $82k-108k yearly est. 4d ago
  • Senior Audit Manager: Lead Engagements & Client Impact

    Uhy LLP 4.7company rating

    Melville, NY jobs

    A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment. #J-18808-Ljbffr
    $150k-210k yearly 5d ago
  • Sr. Associate Counsel, Global Regulatory Affairs

    Visa 4.5company rating

    San Francisco, CA jobs

    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Visa is seeking a lawyer to join its growing Global Regulatory Affairs team. The position will report to a Senior Managing Counsel, Global Regulatory Affairs. The role includes responsibility for managing and coordinating complex regulatory matters. The attorney will work closely with experienced lawyers across the globe and different practice groups to support and advise internal Visa teams, help develop the company's thought leadership and strategy in key regulatory areas, conduct factual and legal research, respond to government requests and consultations, draft regulatory submissions, and monitor and track legislative developments. Applicants must be skilled at managing multiple priorities in a fast-paced, time-sensitive, and challenging, but highly rewarding, environment; have outstanding communication skills (written and verbal); have excellent judgment and strong analytical, problem solving, client counseling, and negotiation skills; demonstrate strong attention to detail and resourcefulness; be self-motivated, entrepreneurial and a self-starter; be comfortable with using emerging technologies and Artificial Intelligence tools to create innovative and efficient ways to work; and be a confident, creative, forward-thinking, collaborative team player. Visa Is Looking for Someone Who Will Collaborate closely with Visa's global and regional legal, business, and government engagement teams in managing complex and time-sensitive regulatory matters. Support global and regional legal, business, and government engagement teams in developing global regulatory positions and strategy, drafting regulatory submissions to government agencies, driving thought leadership, and supporting direct engagements with regulators and policymakers around the world. Develop global best practices in key areas on an ongoing basis, and ensure global regulatory strategies are applied consistently and effectively across the organization, functions, and regions. Collaborate with regional legal and government engagement teams to monitor and track legislative and regulatory developments and trends and assess impact to the organization. Prepare and deliver regular reports and updates to senior stakeholders regarding regulatory developments. Demonstrate strong attention to detail in all aspects of drafting, research, and communication. Manage multiple priorities, consistently deliver exceptionally high-quality work product, and meet tight deadlines. The position can be based in Atlanta, Austin, San Francisco, or Washington D.C. This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Qualifications Basic Qualifications 2 years of relevant work experience with a Bachelor's degree and J.D. from an accredited law school A member of the bar of any U.S. state and in good standing Admitted to practice law in the United States and in good standing Preferred Qualifications 4+ years of relevant work experience with a Bachelor's degree and J.D. from an accredited law school Outstanding written and verbal communication skills Strong academic credentials Strong preference for prior experience in payments, financial services, and/or technology Strong preference for prior experience in law firms with international and regulatory practice groups, in-house counsel roles, large global organizations, or government Must be able to develop strong and collaborative working relationships with colleagues across functions Must be a practical and strategic problem-solver with excellent judgment and intellectual curiosity Must be a self-motivated individual and able to work independently and collaboratively as needed Experience working internationally, and fluency in foreign languages would be a plus Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is $176,800 to $230,000 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
    $176.8k-230k yearly 3d ago
  • Sr. Associate Counsel, Global Regulatory Affairs

    Visa 4.5company rating

    Austin, TX jobs

    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Visa is seeking a lawyer to join its growing Global Regulatory Affairs team. The position will report to a Senior Managing Counsel, Global Regulatory Affairs. The role includes responsibility for managing and coordinating complex regulatory matters. The attorney will work closely with experienced lawyers across the globe and different practice groups to support and advise internal Visa teams, help develop the company's thought leadership and strategy in key regulatory areas, conduct factual and legal research, respond to government requests and consultations, draft regulatory submissions, and monitor and track legislative developments. Applicants must be skilled at managing multiple priorities in a fast-paced, time-sensitive, and challenging, but highly rewarding, environment; have outstanding communication skills (written and verbal); have excellent judgment and strong analytical, problem solving, client counseling, and negotiation skills; demonstrate strong attention to detail and resourcefulness; be self-motivated, entrepreneurial and a self-starter; be comfortable with using emerging technologies and Artificial Intelligence tools to create innovative and efficient ways to work; and be a confident, creative, forward-thinking, collaborative team player. Visa Is Looking for Someone Who Will Collaborate closely with Visa's global and regional legal, business, and government engagement teams in managing complex and time-sensitive regulatory matters. Support global and regional legal, business, and government engagement teams in developing global regulatory positions and strategy, drafting regulatory submissions to government agencies, driving thought leadership, and supporting direct engagements with regulators and policymakers around the world. Develop global best practices in key areas on an ongoing basis, and ensure global regulatory strategies are applied consistently and effectively across the organization, functions, and regions. Collaborate with regional legal and government engagement teams to monitor and track legislative and regulatory developments and trends and assess impact to the organization. Prepare and deliver regular reports and updates to senior stakeholders regarding regulatory developments. Demonstrate strong attention to detail in all aspects of drafting, research, and communication. Manage multiple priorities, consistently deliver exceptionally high-quality work product, and meet tight deadlines. The position can be based in Atlanta, Austin, San Francisco, or Washington D.C. This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Qualifications Basic Qualifications 2 years of relevant work experience with a Bachelor's degree and J.D. from an accredited law school A member of the bar of any U.S. state and in good standing Admitted to practice law in the United States and in good standing Preferred Qualifications 4+ years of relevant work experience with a Bachelor's degree and J.D. from an accredited law school Outstanding written and verbal communication skills Strong academic credentials Strong preference for prior experience in payments, financial services, and/or technology Strong preference for prior experience in law firms with international and regulatory practice groups, in-house counsel roles, large global organizations, or government Must be able to develop strong and collaborative working relationships with colleagues across functions Must be a practical and strategic problem-solver with excellent judgment and intellectual curiosity Must be a self-motivated individual and able to work independently and collaboratively as needed Experience working internationally, and fluency in foreign languages would be a plus Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is $176,800 to $230,000 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
    $176.8k-230k yearly 3d ago
  • Sr. Associate Counsel, Global Securities and Corporate Governance

    Visa 4.5company rating

    San Francisco, CA jobs

    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description We are seeking a Senior Associate Counsel to join our Global Securities and Corporate Governance Team. This position will report to our VP, Corporate. Essential Functions Primary responsibilities for this position include supporting the Global Securities and Corporate Governance team in U.S. public company matters, such as preparing and reviewing SEC and NYSE filings, earnings preparation, capital market transactions, and other corporate matters. Responsibilities also include supporting the board of directors and advising on corporate governance, investor relations, general corporate, finance and treasury-related matters. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications * 5 or more years of relevant work experience with a Bachelor's Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Preferred Qualifications * 6 or more years of work experience with a Bachelor's Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD * 5 years of experience, combination of in-house and law firm experience preferred * Juris Doctor degree or foreign equivalent * Admission to practice law in at least one U.S. jurisdiction * Knowledge of U.S. securities, corporate governance, and general corporate matters * Advise on securities law and SEC compliance and public company reporting activities, including current and periodic reports, annual reports, registration statements, Section 16 filings and foreign equity filings. * Support Investor Relations, Controllership, Treasury, Equity, Corporate Communications and other legal and cross-functional teams to execute and manage key corporate projects and transactions * Assist on corporate governance matters, including preparing and reviewing Board of Director and committee meeting agendas and materials as well as subsidiary governance * Have good judgment and strong analytical skills combined with a practical approach to problem solving * A high level of self-motivation, initiative, and ability to operate effectively as a collaborative team player across different functions, senior leaders and other colleagues. * Ability to be responsive and flexible in a fast-paced and challenging environment * Ability to prioritize and manage multiple projects simultaneously * Strong organizational skills and meticulous attention to details * Excellent verbal and written communication skills Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 180,600.00 to 235,000.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
    $93k-126k yearly est. 3d ago
  • Sr. Associate Counsel, Global Regulatory Affairs

    Visa 4.5company rating

    Atlanta, GA jobs

    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Visa is seeking a lawyer to join its growing Global Regulatory Affairs team. The position will report to a Senior Managing Counsel, Global Regulatory Affairs. The role includes responsibility for managing and coordinating complex regulatory matters. The attorney will work closely with experienced lawyers across the globe and different practice groups to support and advise internal Visa teams, help develop the company's thought leadership and strategy in key regulatory areas, conduct factual and legal research, respond to government requests and consultations, draft regulatory submissions, and monitor and track legislative developments. Applicants must be skilled at managing multiple priorities in a fast-paced, time-sensitive, and challenging, but highly rewarding, environment; have outstanding communication skills (written and verbal); have excellent judgment and strong analytical, problem solving, client counseling, and negotiation skills; demonstrate strong attention to detail and resourcefulness; be self-motivated, entrepreneurial and a self-starter; be comfortable with using emerging technologies and Artificial Intelligence tools to create innovative and efficient ways to work; and be a confident, creative, forward-thinking, collaborative team player. Visa Is Looking for Someone Who Will Collaborate closely with Visa's global and regional legal, business, and government engagement teams in managing complex and time-sensitive regulatory matters. Support global and regional legal, business, and government engagement teams in developing global regulatory positions and strategy, drafting regulatory submissions to government agencies, driving thought leadership, and supporting direct engagements with regulators and policymakers around the world. Develop global best practices in key areas on an ongoing basis, and ensure global regulatory strategies are applied consistently and effectively across the organization, functions, and regions. Collaborate with regional legal and government engagement teams to monitor and track legislative and regulatory developments and trends and assess impact to the organization. Prepare and deliver regular reports and updates to senior stakeholders regarding regulatory developments. Demonstrate strong attention to detail in all aspects of drafting, research, and communication. Manage multiple priorities, consistently deliver exceptionally high-quality work product, and meet tight deadlines. The position can be based in Atlanta, Austin, San Francisco, or Washington D.C. This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Qualifications Basic Qualifications 2 years of relevant work experience with a Bachelor's degree and J.D. from an accredited law school A member of the bar of any U.S. state and in good standing Admitted to practice law in the United States and in good standing Preferred Qualifications 4+ years of relevant work experience with a Bachelor's degree and J.D. from an accredited law school Outstanding written and verbal communication skills Strong academic credentials Strong preference for prior experience in payments, financial services, and/or technology Strong preference for prior experience in law firms with international and regulatory practice groups, in-house counsel roles, large global organizations, or government Must be able to develop strong and collaborative working relationships with colleagues across functions Must be a practical and strategic problem-solver with excellent judgment and intellectual curiosity Must be a self-motivated individual and able to work independently and collaboratively as needed Experience working internationally, and fluency in foreign languages would be a plus Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is $176,800 to $230,000 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
    $74k-101k yearly est. 3d ago
  • Sr Associate - Investment Portfolio (HYBRID - Richmond, VA)

    Atlantic Union Bank 4.3company rating

    Glen Allen, VA jobs

    The Investment Portfolio Senior Associate is responsible for managing all aspects of the Company's fixed-income securities holdings. This role is part of the Corporate Treasury department and reports directly to the Corporate Treasurer. The Senior Associate works closely with other Treasury team members to ensure the investment portfolio aligns with overall Asset-Liability Management (ALM) and Liquidity Management strategies. Position Accountabilities Develop and execute investment strategies that optimize portfolio performance while adhering to ALM objectives and established investment policies. Collaborate with the Bank's investment subsidiary on municipal securities portfolio management. Perform pre-purchase analysis on investments and execute trades with approved broker-dealers to meet strategic goals. Monitor portfolio performance, risk metrics, and ensure compliance with internal policies and regulatory requirements. Validate securities' valuations independently and assess potential impairment risks. Prepare and present detailed investment reports to the Asset-Liability Committee (ALCO) regarding policy compliance and risk monitoring. Monitor and report on the Bank's interest rate swaps and other derivative positions. Coordinate with Corporate Treasury team members to support departmental initiatives. Organizational Relationship This position reports to the Corporate Treasurer. Position Qualifications Education & Experience Bachelor's degree in finance, economics, or a related field required. Master's degree in finance, economics, or a related field preferred. Minimum 5 years' experience in investment management; banking experience preferred. Strong understanding of global financial markets with proven analytical and quantitative skills. Proficiency with Bloomberg and/or other investment research and analytical tools. Knowledge & Skills Familiarity with investment accounting, safekeeping, and pledging. Comprehensive understanding of interest rate risk, preferably in the context of bank balance sheets. Knowledge of banking concepts, accounting, economic, and finance principles. Ability to work independently while managing multiple priorities. Advanced analytical and problem-solving skills with strong attention to detail. Excellent organizational, interpersonal, and verbal and written communication skills. Builds effective working relationships and supports cohesive, team-focused environment. Proficient in Microsoft Office Suite, including Excel, Word, and PowerPoint. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $104k-161k yearly est. 3d ago
  • Senior Capital & Stress Testing Risk Officer

    Jpmorgan Chase & Co 4.8company rating

    New York, NY jobs

    A leading financial services company located in Brooklyn, NY seeks a Senior Officer in Risk Management to support regulatory capital and stress testing initiatives. This role involves collaborating with various stakeholders to ensure robust risk management practices while delivering high-quality analytics and reports. Candidates should have a bachelor's degree along with a minimum of five years of relevant experience, strong analytical skills, and proficiency in tools like Excel and Tableau. A competitive compensation package and benefits are offered. #J-18808-Ljbffr
    $113k-162k yearly est. 2d ago
  • Audit Manager - Affordable Housing

    Eisneramper 4.8company rating

    Birmingham, AL jobs

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking an Audit Manager to join the Affordable Housing Assurance practice in either one of our Columbus, OH office. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts What Work You Will be Responsible For: Prepare most difficult audits Workpaper review Review common files Resolve significant client issues Prepare billing Engagement management, communication, tracking, and oversight Filling in engagement team gaps Actively involve in firm initiatives Prepare/review 10%, contractor and owner's certs, DCR May participate in recruiting activities such as attending job fairs or participating in interviews Basic Qualifications: Bachelor's degree in Accounting or equivalent field 4+ years of progressive audit and/or assurance experience Affordable Housing or Real Estate Development experience within Public Accounting CPA Preferred/Desired Qualifications: Master's degree in Accounting or equivalent field 1+ year of supervisory experience within Public Accounting We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law. About Our Audit Team: In the EisnerAmper Audit Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: #LI-Hybrid #LI-MA-1 Preferred Location:Columbus
    $91k-115k yearly est. 3d ago
  • Audit Manager - Affordable Housing

    Eisneramper 4.8company rating

    Columbus, GA jobs

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking an Audit Manager to join the Affordable Housing Assurance practice in either one of our Columbus, OH office. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts What Work You Will be Responsible For: Prepare most difficult audits Workpaper review Review common files Resolve significant client issues Prepare billing Engagement management, communication, tracking, and oversight Filling in engagement team gaps Actively involve in firm initiatives Prepare/review 10%, contractor and owner's certs, DCR May participate in recruiting activities such as attending job fairs or participating in interviews Basic Qualifications: Bachelor's degree in Accounting or equivalent field 4+ years of progressive audit and/or assurance experience Affordable Housing or Real Estate Development experience within Public Accounting CPA Preferred/Desired Qualifications: Master's degree in Accounting or equivalent field 1+ year of supervisory experience within Public Accounting We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law. About Our Audit Team: In the EisnerAmper Audit Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: #LI-Hybrid #LI-MA-1 Preferred Location:Columbus
    $80k-100k yearly est. 3d ago
  • Audit Manager

    Visa 4.5company rating

    Foster City, CA jobs

    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description As an Internal Audit Manager, you will assist in audit engagement relate to Visa products and international market operations. You will design and drive the execution of key areas of each audit engagement, while assisting more junior members of the team where appropriate. You will serve as a key contact with client management, explaining the audit process and scope, keeping management apprised of audit progress and issues, and effectively delivering audit results to all levels of management.Stay abreast of company business strategies, industry advances, and the risk profile of assigned business areas to ensure relevancy of audit approach. Essential Functions: Participate in audit risk assessment, planning and audit scope development as well as project execution as a critical team member on large, complex projects. Lead the execution of specific areas of a project, supervising other team members and providing coaching where requested. Act as the in-charge for selected audit projects, conducting the audit planning, overseeing the execution of the audit, and leading closing activities. Supervision includes assessing project status and results and overseeing timely completion, including work paper review and report preparation. Provide reports to managers on the effectiveness of their business unit's internal control structure along with recommendations that improve the effectiveness, efficiency and economic value of a control or process. Evaluate the adequacy and timeliness of management's response and the corrective action taken on relevant weaknesses noted within audit reports. Facilitate multiple stakeholders to agree on appropriate solutions and verify that risks are mitigated appropriately. Maintain business relationships with appropriate levels of management to ensure that Audit is aware of changes in business activities and objectives, and a necessary Audit response is developed. Possess outstanding written and oral communication skills. Ideas should be expressed clearly and concisely. Performing as a sole contributor, teammate, and manager concurrently, while reporting into the Sr. Director, Internal Audit. Qualifications Basic Qualifications 4 years of work experience with a bachelor's degree or at least 2 years of work experience with an Advanced degree such as Masters, MBA, JD, MD 6 years or more with operations auditing, financial services auditing, risk management, and compliance experience. Preferred Qualifications Preferably 7 to 10 years of experiences, including 4 to 6 years internal audit experience with a large or multinational financial institution, payments industry, or consulting firm, plus minimum 3 years with big 4 or multinational public accounting firm. Relevant professional certifications such as CIA, CPA, CISA, CISSP. Strong risk management experience, including performing assessments and audits, designing controls, managing enterprise control frameworks, and prioritizing risk. Demonstrated experience executing audits within a complex operational and regulatory environment. Experience evaluating controls associated with complex business processes. Excellent written and oral communication skills. Strong analytical, organizational and presentation skills. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for this positionis $129,200 to $206,700 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
    $129.2k-206.7k yearly 3d ago
  • Aprio PH - Senior Audit Associate, Diversified (Technology)

    Aprio 4.3company rating

    Senior associate job at Aprio

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio PH Audit team and you will help support clients maximize their opportunities. Aprio has a career opportunity for a Senior Audit Associate to join their dynamic group. For private and closely-held companies, precise financial statements provide the accurate information needed to effectively manage successful business relationships. Taking this simple step minimizes risk and provides peace of mind to key lenders and stakeholders. Our assurance advisors offer specialized and personalized audit expertise that gives you and your stakeholders the confidence and financial insight needed to make sound business decisions. As a registered member of the Public Company Accounting Oversight Board (PCAOB), we adhere to the highest professional standards and provide a full range of assurance services. We focus on building trusted relationships, clear communication and efficiency throughout the audit process, making the audit experience effortless so you can focus on what's next. Position Responsibilities: * Accurately and skillfully performing audits * Preparing audit work papers and adjusting trial balances * Utilizing time management to plan and schedule client engagements * Assembling trial balances and compiling financial statements into a written report to be presented * Effectively communicating the accuracy of financial statements and other financial information to clients and co-workers * Continuously fostering relationships with coworkers and clients * 4 year bachelor's degree in Accounting * Master's degree preferred * Licensed CPA preferred * 3-5 years of experience working for a public accounting firm * Profound knowledge of auditing and accounting literature US GAAP & GAAS * Developed specialties in Manufacturing and/or Technology * Understanding and applying Excel skills * Successfully using Case ware or other audit software * Demonstrating exceptional verbal and written communication skills * Working effectively and personably within a team Perks/Benefits we offer for full-time team members: * Wellness program * HMO coverage * Rewards and Recognition program * Free shuttle service (provided by CDC | for onsite employees) * Free lunch meal (For onsite employees) * On-demand learning classes * Discretionary time off and Holidays * Performance-based salary increase * Discretionary incentive compensation based on client or individual performance * Hybrid set up to selected roles/location, terms and conditions may apply * CPA & Certification Assistance and Bonus Program What's in it for you: * Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. * A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture. * Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. * Competitive compensation: You will be rewarded with competitive compensation. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
    $83k-100k yearly est. 8d ago

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