A business process management company in Chicago is seeking a Fractional CFO for its Life Sciences Practice. This remote role requires overseeing enterprise accounting, providing financial insights to clients, and leading financial planning efforts. Ideal candidates will have over 10 years of financial experience, including at least 3 years as a CFO, with a strong understanding of venture-backed companies. Competitive compensation and flexible work model offered.
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$137k-231k yearly est. 2d ago
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Associate
Accordion 4.3
Chicago, IL jobs
We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation.
If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment.
Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
Turnaround & Restructuring
Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market. We provide clients with a team of seasoned professionals who have notable track records of creating value through both operational turnarounds and financial restructurings.
We are actively recruiting Turnaround & Restructuring professionals to join our team. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives.
This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location..
This position is not eligible for immigration sponsorship.
What You'll Do:
Perform analysis of current and historical business performance and capital structure
Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs
Create dynamic financial models that exhibit the client's historical and potential future performance
Support the creation and preparation of corporate strategic plans
Provide implementation support to approved business plans and strategies
Engage with client personnel and management as necessary to achieve objectives
Develop and furnish appraisal of business options and contingency plans as needed
Effectively gather, analyze, and organize large data sets which may be incomplete
Support the development of quality client deliverables
Provide interim support on operating functions and job duties as directed
Assist in bankruptcy preparation and administration
Travel to client site as needed
You Have:
Bachelor's degree in finance and/or accounting is preferred
Graduate business degree with concentration in finance, accounting and/or operations preferred
Minimum 3+ years of relevant professional work experience
Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models
Highly proficient in Microsoft Word, Excel, and PowerPoint
Ability to build and sustain strong and trusted relationships with colleagues and stakeholders
Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services
Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis, and contingency planning
Capacity to thrive in a fast-paced, challenging, and uncertain environment
Deep understanding of how to interpret and analyze financial statements
Possess strong analytical and business writing skills
Able to work well under pressure and independently yet understand when to ask for guidance
You Are:
A self-starter with a strong work ethic
A leader of others; you lead by example
A strong team player, able to work with team members across all levels
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
Excited to be part of a growing team, with a focus on driving future growth
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
Passionate about delivering exceptional client service
Someone who enjoys mentoring others and doing meaningful work
Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
The annual salary for this role ranges from: $97,750 to $150,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
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$33k-72k yearly est. 5d ago
Client Service Specialist, Commercial Banking
CIBC 4.8
Chicago, IL jobs
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What you'll be doing
As a member of the Commercial banking team, you will be an integral component of Commercial Banking/Healthcare and part of a team of specialized professionals who create value for business clients by understanding their transaction needs. As the Client Service Specialist, you will be accountable to perform AML/Due Diligence, Account Opening, Loan funding and Service of a dedicated portfolio. This position needs to understand the client needs and taking responsibility for the execution of client request. You will provide relevant recommendations when appropriate while acting as a key interface to internal partners .
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How you'll succeed
Relationship Building - As a Client Service Specialist, you will serve as the primary point of contact for clients, addressing inquiries, resolving issues, and building strong relationships.
Implementation & Transitioning - Coordinate new and existing client transitions and implementations, acting as the crucial point of contact, to ensure a proper transition from the other financial institution by working directly with clients to gather relevant information to execute the onboarding request. Provide clients with the required documentation/agreements to be executed to implement the requested cash management solution. Follow up and maintain communication throughout the transition with all partners to ensure that clients' cash management solutions need are delivered in a timely and seamless manner.
Operational Support - Interpret, validate and obtain the required information to complete the necessary implementation forms for internal and external client requests. Ensure all mandatory documentation such as Product Legal Agreements, and signed Payment Product Settlement Limit documentation (with supporting evidence of credit existence) are received prior to proceeding with the transition. Regularly update knowledge of internal (i.e., new products, procedures, and organizational changes) and external (i.e., technology, regulatory changes) developments to respond to client needs promptly and suitably.
Business Development - Identify, through the analysis process and client dealings, other potential sales and/or service improvement opportunities and refer potential sales to appropriate client relationship/cash manager sales managers. Recognize business risk elements of situations being handled, involving the appropriate supervisors or business partners as early as possible. Contribute to the business unit's goal of continuous improvement by identifying areas to enhance the client experience or resolve challenges.
Who you are
You have 4+ years of demonstrated experience in client services within the Banking Industry.
You have strong technical skills with Microsoft Office suite, particularly Excel, Word, and PowerPoint, as well as the ability to quickly learn proprietary software applications supporting the origination and cash management sales process.
You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.
You're driven by collective success. You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of$75,000 - $85,000for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.
California residents - your privacy rights regarding your actual or prospective employment
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What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact **********************************
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
IL-120 S LaSalle St
Employment Type
Regular
Weekly Hours
40
Skills
Active Listening, Client Service, Customer Experience (CX), Customer Service, Interpersonal Communication, Organizing, Problem Solving, Service Improvement, Work Collaboratively
A global financial services firm is seeking a Senior Transaction Lawyer to support structured finance operations in Chicago. The role involves drafting and negotiating key financial documentations and collaborating with various teams to mitigate legal risks and ensure compliance. Candidates must possess a Juris Doctor degree, at least 10 years of relevant experience, and be licensed in New York or Illinois. The salary ranges from $150,000 to $250,000 annually, reflecting both experience and location.
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$150k-250k yearly 4d ago
Hybrid ML Platform Engineer for Data Science Environments
Transunion 4.2
Chicago, IL jobs
A leading data solutions provider is seeking a Machine Learning Platform Engineer in Chicago. You will drive the setup of new data science environments and lead cross-functional teams in developing effective data science workflows. The ideal candidate will have a strong background in MLOps, advanced programming skills, and a Master's or PhD in a quantitative field. This hybrid position offers flexible benefits and a salary range of $112,500 to $187,500 annually.
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$112.5k-187.5k yearly 1d ago
Remote Tax Director - Corporate & Startups Practice
Escalon Services, Inc. 4.1
Chicago, IL jobs
A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth.
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$109k-164k yearly est. 4d ago
Sr Construction Program Specialist
Honeywell 4.5
Chicago, IL jobs
As a **Senior Construction Program Manager** at Honeywell, you will play a critical role in leading and delivering complex **construction programs from project inception through commissioning and closeout** . This role focuses on **ground-up and retrofit construction projects** , including **mission-critical facilities** , ensuring projects are executed safely, on schedule, within scope, and on budget while meeting Honeywell and customer quality standards.
You will leverage your **construction project management expertise** , coordination of multiple trades, and experience in large-scale construction environments to drive successful outcomes across high-impact programs. **Building Automation Systems (BAS)** experience is highly preferred.
You will report directly to the **Program Director** and will work remotely, supporting projects based out of **Chicago, IL** .
**KEY RESPONSIBILITIES**
+ Lead and manage **end-to-end construction programs** , including planning, design coordination, procurement, construction, commissioning, and turnover.
+ Own **schedule, budget, scope, quality, and safety** across multiple concurrent projects.
+ Coordinate **general contractors, subcontractors, architects, engineers, and AHJs** to ensure compliance with contract documents and codes.
+ Drive **construction planning and sequencing** for electrical, mechanical, structural, and controls scopes.
+ Manage **change orders, cost forecasting, risk mitigation, and issue resolution** .
+ Partner with internal teams including engineering, controls, IT/OT, procurement, and operations.
+ Monitor project performance and implement corrective actions to maintain delivery targets.
+ Support commissioning and successful turnover to operations teams.
**YOU MUST HAVE**
+ **Minimum of 3 years as a Project Manager** leading construction projects.
+ Proven experience delivering **construction projects from start to finish** .
+ Strong construction management skills including scheduling, budgeting, contract administration, and risk management.
+ Experience coordinating multiple trades and vendors.
+ Proficiency with project management tools and methodologies.
+ Ability to manage complex, fast-paced construction environments.
**WE VALUE**
+ Bachelor's degree in **Construction Management, Engineering, Architecture** , or a related field.
+ **5+ years of construction project management experience** .
+ **Direct experience managing Data Center construction projects** , including ground-up or retrofit builds.
+ Experience with **mission-critical or high-availability facilities** .
+ Exposure to **Building Automation Systems (BAS)** , controls, or integrated building technologies.
+ Strong understanding of **electrical, mechanical, and low-voltage systems** .
+ Proven leadership, communication, and contractor management skills.
+ Strong analytical and problem-solving abilities.
+ Ability to support **multi-site or remote project portfolios** .
**BENEFITS OF WORKING FOR HONEYWELL**
In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer-subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: click here (********************************
**The annual base salary range for this position is $113k - $141k. Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations.**
**ABOUT HONEYWELL**
Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high-growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. Learn more about Honeywell: click here (********************************
**THE BUSINESS UNIT**
Please provide Business Unit Paragraph
_Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. Learn more about inclusion and diversity :_ click here (*****************************************************************
The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. Posted 10/29/2025
Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
$113k-141k yearly 12d ago
Senior Credit Risk Officer
IH Mississippi Valley Credit Union 4.0
Moline, IL jobs
Job Description
At IH Mississippi Valley Credit Union, we believe lending should empower people. As a Senior Credit Risk Officer, you'll play a pivotal role in shaping lending strategies. Your expertise in portfolio analytics and risk management will help drive sound decisions, ensuring sustainable growth and a member-centric approach. With a competitive pay range of $120,000 to $160,000, this is an exciting opportunity to grow your career in a collaborative and forward-thinking environment. In-office work is done at our beautiful headquarters on River Drive in Moline, Illinois. This facility offers a comfortable office setting with on-site gym facility and purposeful collaborative spaces to connect. Remote work is a breeze with easy-to-use tools to help stay connected.
IH Mississippi Valley Credit Union: Our Mission
We are a member-owned financial cooperative dedicated to helping our member, our team members and our communities along their financial path. At our best we are authentic, driven, and innovative.
What would you do as a Senior Credit Risk Officer
As a Senior Credit Risk Officer at IH Mississippi Valley Credit Union, you will be an essential collaborator who thrives in a data-driven environment. This role requires you to harness your analytical skills, transforming complex data into actionable insights that enhance our lending strategies and portfolio management. Collaborating closely with other professionals, you will identify risks and develop innovative solutions that prioritize our member-centric values. Your ability to interpret data effectively will drive strategic decisions, ensuring that our lending processes are not only effective but also aligned with the highest standards of integrity and performance.
Are you a good fit for this Senior Credit Risk Officer job?
To excel as a Senior Credit Risk Officer at IH Mississippi Valley Credit Union, a robust set of skills is essential. You must possess a strong proficiency in analytical tools to provide oversight of loan portfolios, ensuring all data is meticulously scrutinized. Your ability to translate data into actionable decisions will be vital not only for enhancing our lending strategy but also for fostering a proactive approach to risk management.
Additionally, you will serve as a strategic advisor to senior management, requiring strong communication and interpersonal skills to effectively convey insights and recommendations. An in-depth understanding of credit risk assessment, coupled with a knack for problem-solving and member focus, will position you for success in this dynamic role. A collaborative spirit and the ability to work independently are also crucial, as you will be driving initiatives that contribute to our forward-thinking culture.
EXPERIENCE REQUIRED:
Bachelors degree in Finance, Economics, Business, Data Science, Statistics or related fields. Master's preferred
7+ years of experience in credit risk management, portfolio analysis or related financial risk functions. Advanced Risk certification preferred.
Strong knowledge of credit risk concepts, modeling, regulatory frameworks and portfolio management practices in consumer credit, mortgage and auto lending.
Direct experience with CECL, stress testing, scorecard development, or predictive analytics preferred.
Ability to communicate complex risk concepts to senior leadership and board members
Exceptional leadership, analytical and problem-solving skills
SKILLS AND COMPETENCIES:
Advanced quantitative and statistical skills
Strong data visualization and reporting capabilities
Deep understanding of credit lifecycle, underwriting metrics, and risk-based pricing
Ability to communicate complex analytics clearly to executive and eventual Board audiences
Exceptional attention to detail with strategic, big-picture thinking
Will you join our team?
Being a team member of IHMVCU is more than just a job, we want to make differences in the communities we live in and serve. Check out our careers page for more information including benefits ********************** Final compensation will be determined by various factors such as experience, specific skills and internal pay equity.
Move Up your career at IHMVCU with this great opportunity!
PHYSICAL REQUIREMENTS:
Sitting: Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Talking: Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly.
Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction, and having the ability to receive detailed information through oral communication, and making fine discriminations in sound.
Finger, handle, touch: Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand or arm as in handling. Applying pressure to an object with the fingers and palm. Perceiving attributes of objects, such as size, shape, temperature or texture by touching with skin, particularly that of fingertips.
Lifting Demands: Up to 10 lbs.
Visual Demands: Visual acuity to do things such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading
$120k-160k yearly 14d ago
Hybrid Global Tax Principal - Private Markets & Funds
GCM Grosvenor 4.3
Chicago, IL jobs
A global alternative asset management firm is seeking a Tax Principal to manage tax compliance for investment partnerships. The role requires at least 8 years of tax experience and proficiency in Microsoft Excel. Candidates should have strong organizational skills, expertise in federal and international tax, and excellent communication abilities. The position includes a competitive salary range of $150,000 - $185,000 USD and offers a hybrid work environment.
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$150k-185k yearly 4d ago
Clinical Documentation Specialist
Clarity Partners 4.3
Chicago, IL jobs
Voted one of Chicago's Best Places to Work by the Chicago Tribune for the ninth year in a row, Clarity Partners is hiring!
Clarity Partners is seeking a fully remote Clinical Documentation Specialist. This role is responsible for improving the overall quality, accuracy, and completeness of clinical documentation within the legal medical record. The Clinical Documentation Specialist will collaborate closely with physicians, Health Information Management (HIM), and coding staff to support appropriate reimbursement and reflect the true severity of illness and risk of mortality for patients.
Responsibilities
Review inpatient medical records on a concurrent basis to assess the accuracy, completeness, and clarity of clinical documentation.
Facilitate appropriate documentation in the medical record through extensive interaction with physicians, HIM, and coding staff to ensure optimal reimbursement and the highest level of SOI/ROM for services rendered.
Initiate and manage provider queries to obtain missing, unclear, or conflicting documentation needed to support accurate diagnoses and treatments.
Educate physicians and clinical staff on clinical documentation standards, coding guidelines, and reimbursement opportunities on an ongoing basis.
Apply strong knowledge of medical terminology, clinical concepts, and procedures to identify documentation and reimbursement opportunities.
Monitor acute care (inpatient) medical records for diagnoses, treatments, and follow-up entries to validate accurate documentation and coding.
Collaborate with coding and quality teams to support accurate case mix index (CMI), quality metrics, and compliance with regulatory requirements.
Participate in ongoing process improvement initiatives related to clinical documentation integrity.
Requirements
Requirements:
Bachelor's degree in Nursing, Health Information Management, or a related healthcare field required.
License to practice as a Registered Nurse (any state); or credentialed as RHIA, RHIT, or CCS.
CCDS (Certified Clinical Documentation Specialist - ACDIS) or CDIP (Certified Documentation Improvement Practitioner - AHIMA) credential required.
Minimum of 1 year of acute care (inpatient) concurrent Clinical Documentation Specialist experience.
3+ years of overall clinical, coding, or health information management experience in an acute care hospital setting preferred.
Strong understanding of ICD-10-CM/PCS coding, DRG assignment, and reimbursement methodologies.
Excellent communication and interpersonal skills with the ability to effectively educate and influence physicians and clinical staff.
High attention to detail, strong analytical skills, and ability to work independently in a fast-paced environment.
Clarity is committed to fair and equitable compensation practices. For the Clinical Documentation Specialist role, the base hourly pay range is $40.00/hr. - $60.00/hr. The range represents a good faith estimate that Clarity reasonably expects to pay for this job at the time of posting. Compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
$40-60 hourly 60d+ ago
Senior Manager, Senior Counsel - Capital One Software International Counsel (Hybrid)
Capital One 4.7
Chicago, IL jobs
Capital One Software provides enterprise B2B software and data management solutions to help other businesses accelerate their cloud journeys, manage cloud costs, and secure sensitive data. These products are based on tools Capital One developed internally to support its own large-scale cloud and data management operations, making the bank's technology innovations available to the wider market. The Capital One Software Legal team needs help to support this high growth business.
In this role, you will be the business counsel for Capital One Software's highly visible and strategic international expansion. Capital One Software currently has customers in the U.S. and seeks to quickly increase its global footprint by offering its flagship products, Slingshot and Databolt, internationally. This requires dedicated legal expertise to navigate the complex challenges of global B2B software sales. This role is essential for enabling our Go-To-Market teams and ensuring our expansion is executed in a well-managed and compliant manner.
You will oversee all legal advice across international markets for both existing and new product launches. You will work closely with business leaders to understand the business intent, work with outside counsel and/or internal subject matter experts to identify legal obligations and risks, and then provide recommendations to help the business effectively manage those risks, including by revising user-facing content, drafting product terms and disclosures, and assisting with contractual modifications. Due to the business' rapid international growth, this is a highly visible role within the Legal Department and Capital One and offers a chance to develop meaningful relationships across the enterprise. You should be comfortable thinking "outside the box". Your (to be learned) understanding of Capital One's banking history and technology journey, the commercial software industry, and applicable international law will allow you to work around the corners of novelty.
A successful candidate will display:
* Excellent communication skills
* Top-shelf judgment
* A desire to work collaboratively
* The ability to influence and drive consensus
* A successful track record of thriving in a dynamic environment
* Willingness to tackle new challenges and novel legal issues
Specific responsibilities include, but are not limited to:
* Providing strategic, clear and contextualized legal advice to business development, go to market, marketing, operations, product development, and tech teams on a variety of complex issues and topics
* Translating applicable laws, regulations, and legal requirements into actionable advice
* Collaborating with international colleagues and outside counsel to ensure compliance with applicable foreign laws and regulations
* Developing and maintaining legal resources that are required for products, such as terms of service and other disclosures
* Helping design and implement legal department and compliance processes to keep up with our growth and facilitate further expansion
* Building relationships and collaborating with business stakeholders across Capital One
* Understanding business needs and providing appropriate solutions to reach the desired goals
* Working autonomously, but also working collaboratively with other members of the Legal Department to provide advice in a consistent, well-reasoned manner
Basic Qualifications:
* Juris Doctor from an accredited law school
* Active member in good standing of at least one state bar
* At least 4 years of experience as an attorney in a law firm environment, at a government agency, as a military judge advocate, or as in-house counsel
Preferred Qualifications:
* 5+ years of experience as an attorney in a law firm, at a government agency, as a military judge advocate, or as in-house counsel
* 2+ years of experience in advising technology companies or banks
* Experience advising technology or financial services companies on marketing, regulatory, or product development matters
* Experience advising multinational companies on international aspects of their operations
* Ability to build collegial and effective relationships with attorneys, business managers, creative teams, analysts, project managers, and corporate compliance professionals
* Excellent written and oral communication skills with the ability to influence others
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
This role is hybrid meaning associates spend 3 days per week in-person at one of our offices listed on this job posting.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Chicago, IL: $175,500 - $200,300 for Sr. Manager, Sr. Counsel
McLean, VA: $193,000 - $220,300 for Sr. Manager, Sr. Counsel
Plano, TX: $175,500 - $200,300 for Sr. Manager, Sr. Counsel
Richmond, VA: $175,500 - $200,300 for Sr. Manager, Sr. Counsel
Riverwoods, IL: $175,500 - $200,300 for Sr. Manager, Sr. Counsel
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$193k-220.3k yearly 5d ago
Investment Consultant - External Wholesaler
City National Bank 4.9
Springfield, IL jobs
*ABOUT US* RBC (Royal Bank of Canada) Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.
*INVESTMENT CONSULTANT - Remote based in TX*
WHAT IS THE OPPORTUNITY?
Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
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.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$101.2k-172.4k yearly 60d+ ago
Discretionary Trader
Geneva Trading 4.5
Chicago, IL jobs
Founded in 1999, Geneva Trading is a premier global principal trading firm with strategically located offices in Chicago, Dublin, and London. Our relentless focus on trading excellence combined with technological innovation has equipped us with a best-in-class proprietary trading platform, enabling us to compete at the highest levels in the global markets. Rooted in a culture of integrity, collaboration, and an unwavering passion for progress, we foster an environment of personal and professional excellence. Our nimble organizational structure and entrepreneurial spirit attract top-tier talent with a passion for innovation, laying the foundation and driving our consistent success in the industry.
Discretionary Futures Trader
What is
your Edge?
Are you overly reliant on favorable market conditions to make outsized returns?
Do you struggle to find new opportunities as conditions change?
Does your trading platform lack the unique features and functionality that you desire?
Do you need capital to scale your strategies?
Are you successful but one dimensional in terms of product coverage?
Are you interested in exploring unique execution capabilities driven by powerful data visualization tools?
Does your current company lack a world-class development team that is motivated by your success?
Are you looking to prolong a successful trading career?
If you answered yes to some or all then you could be about to embark on the next level of your Trading career…
As an Experienced Discretionary Trader at Geneva Trading, you will trade your own account within a global team of talented individual traders, leveraging our state-of-the-art technology to capitalize on market opportunities. This role is ideal for someone who thrives in a fast-paced environment, possesses a robust work ethic and competitive spirit.
Geneva offers a cutting-edge technological infrastructure that sets us apart in the industry. Our discretionary traders work closely with a team of software developers dedicated to enhancing the platform. We provide access to high-fidelity data resources and market analysis tools that are second to none. Our world-class proprietary electronic trading platform is equipped with unique visualization and execution edges running on a global network with co-located servers at the exchanges. This allows us to analyze, react and execute faster and with more accuracy than our competition.
The Role:
Utilize our industry-leading technology to scale your existing profitable strategies.
Identify, research, and exploit new trading opportunities.
Adopt a systematic and data-driven approach to trading.
Contribute ideas and participate in collaborative conversations around market fundamentals and events.
Work closely with the technology team to fully utilize and enhance our electronic trading systems.
The Trader:
A documented history of profitability in futures trading, with at least 3 years of experience trading futures on CME, ICE and/or Eurex.
Willingness to adapt to innovative technology and the Geneva culture.
Exceptional product knowledge, trading methodology, and market insight.
Self-motivated individual with a competitive personality and a strong drive to succeed.
Access to industry leading benefits package for you and your family.
Hybrid and in office roles located in London, Dublin, and Chicago. A fully remote option available for exceptional candidates.
Benefits and Compensation:
Base Salary Range: $36,000 - $42,000 + Eligible for discretionary bonus based on percentage of trading PnL.
The final salary determination will be dependent on the successful candidate's skills, experience, education, and qualifications. Beyond the base salary, our full-time employees receive a competitive total rewards package, including a comprehensive benefits program. Learn more about our employee incentives here: **************************************************
Application expected to close: 12/23/2025
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
$36k-42k yearly Auto-Apply 60d+ ago
Billing Coordinator II (Remote)
Halo 4.6
Sterling, IL jobs
Job DescriptionDescription:
We are HALO! We connect people and brands to create unforgettable, meaningful, and lasting experiences that build brand engagement and loyalty for our over 60,000 clients globally. Our nearly 2,000 employees and 1,000 Account Executives located in 40+ sales offices across the United States are the reason HALO is the global leader in branded merchandise, uniform programs, and recognition and incentive solutions.
HALO is looking for a Billing Coordinator II who will be responsible for managing the accuracy and timeliness of billing processes, including reviewing and resolving pricing discrepancies, maintaining consistent invoicing practices, and supporting both internal and external stakeholders. This role requires strong problem-solving skills, attention to detail, and the ability to work independently while managing multiple priorities.
*** This role is Remote, with Central Time work hours. ***
Responsibilities
Review and resolve pricing discrepancies between customer orders and vendor invoices in collaboration with Order Processing team.
Serve as a direct point of contact for customers and assigned Account Executives to address billing-related inquiries.
Maintain consistency by ensuring 90% of invoicing occurs within the 0-14 day time frame.
Escalate orders to leadership as necessary to ensure timely invoicing.
Attend team meetings and provide insights on trends, resolution steps, and exceptions.
Prepare, update, and maintain Excel spreadsheets as needed.
Communicate effectively with Account Executives to resolve billing issues and provide one-touch resolution where possible.
Exercise autonomy to diagnose customer situations and make sound decisions on prioritization to meet deadlines.
Apply knowledge of sales orders, including cost, sell commission margins, and adjustments.
Review freight charges and accurately apply or remove them as needed.
Independently manage order holds and release workflows.
Adapt to specific workflows that may vary depending on the team assignment.
Requirements:
2+ years of experience in B2B and/or B2C Billing, Accounts Payable, Accounts Receivable.
Strong computer skills, including proficiency in Microsoft Word, Excel, Outlook and Teams
Experience in working in NetSuite and SharePoint is highly preferred
Excellent typing (40 WPM) and 10-key data entry skills (8,000 KPM).
Strong verbal and written communication skills.
Demonstrated ability to manage time effectively, prioritize tasks, and meet deadlines.
Ability to multi-task and perform well under pressure.
Positive and professional demeanor with a strong customer service orientation.
Proven problem-solving and critical thinking capabilities.
Flexibility to work both independently and in a team environment.
Willingness to work overtime when required.
Ability to independently manage the invoicing process with minimal supervision.
Preferred Skills
Previous experience working directly with customers or sales teams in a billing or finance-related environment.
Knowledge of sales order processes, commission structures, and margin adjustments.
Experience identifying billing trends and proposing process improvements.
Experience in Freight billing.
Compensation: The estimated hourly range for this position is between $16.00 - $20.00 an hour. Please note that this pay range serves as a general guideline and reflects a broad spectrum of labor markets across the US. While it is uncommon for candidates to be hired at or near the top of the range, compensation decisions are influenced by various factors. At HALO, these include, but are not limited to, the scope and responsibilities of the role, the candidate's work experience, location, education and training, key skills, internal equity, external market data, and broader market and business considerations.
Benefits: At HALO, we offer benefits that support all aspects of your life, helping you find a work-life balance that's right for you. Our comprehensive benefits include nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance, along with additional Voluntary Benefits. Prepare for your financial future with our 401(k) Retirement Savings Plan, Health Savings Accounts (HSA), and Flexible Spending Accounts (FSA).
Application Information: To apply to this opportunity, click the APPLY button at the top right or very bottom of the screen to complete our online application. A resume is optional, so you may choose to upload and have the application prefill with your information. There are 5 sections to complete in total, including General information, Work History, Education, Compliance, and optional demographic questions. Once you have successfully submitted your application, you will receive a submission confirmation email from our system.
Application Deadline: Applications are reviewed and processed only when there is a specific need or opportunity, rather than on a fixed schedule or at a set deadline. Because they are reviewed on an as-needed basis, a job posting will be removed once the position has been filled or is no longer available.
More About HALO:
At HALO, we energize our clients' brands and amplify their stories to capture the attention of those who matter most. That's why over 60,000 small- and mid-sized businesses partner with us, making us the global leader in the branded merchandise industry.
Career Advancement: At HALO, we're passionate about promoting from within. Internal promotions have been key to our exponential growth over the past few years. With so many industry leaders at HALO, you'll have the opportunity to accelerate your career by learning from their experience, insights, and skills. Plus, you'll gain access to HALO's influential global network, leadership opportunities, and diverse perspectives.
Culture: We love working here, and we're confident you will too. At HALO, you'll experience a culture of ingenuity, inclusion, and relentless determination. We push the limits of possibility and imagination by staying curious, humble, and bold breaking through yesterday's limits. Diversity fuels our creativity, and we thrive when each of us contributes to an inclusive environment based on respect, dignity, and equity. We hold ourselves to a high standard of excellence with a commitment to results and supporting one another with accountability, transparency, and dependability.
Recognition: At HALO, your success is our success. You can count on us to celebrate your wins. Colleagues across the company will join in recognizing your milestones and nominating you for awards. Over time, you'll accumulate recognition that can be converted into gift cards, trips, concert tickets, and merchandise from your favorite brands.
Flexibility: Many of our roles offer hybrid work options, and we pride ourselves on flexible schedules that help you balance professional and personal demands. We believe that supporting our customers is a top priority and trust that you and your manager will collaborate to create a schedule that achieves this goal.
HALO is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We insist on an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law. Inclusion is a core value at HALO and we seek to recruit, develop and retain the most talented people.
HALO participates in E-Verify. Please see the following notices in English and Spanish for important information: E-Verify Participation and Right to Work.
$16-20 hourly 31d ago
Lead Associate Principal, Database Administration
The Options Clearing Corporation 4.9
Chicago, IL jobs
What You'll Do: This role will design and maintain databases and database solutions that operate within prescribed resource limits and meet company standards. Participate in and contribute to all phases of systems development projects. Monitor and tune database and database application performance.
Primary Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform each primary duty satisfactorily.
* Assists with the design, implementation, and maintaining databases
* Manage database performance and disk usage
* Provides support in database access methods
* Provides consultation support in database analysis, modeling, coding, and production problem resolution.
* Develops maintenance, backup and recovery procedures and documentation
* Participates in Disaster Recovery drills
* Provides Primary On-Call Support for production problems
* Understands and supports corporate data standards
* Recommends and assists with new DBMS and operational standards.
* Participates in testing and in evaluations of new software and software release upgrades
* Supports business studies, proposal teams and costing/feasibility studies
* Prepares system documentation
* Maintains metadata repositories
* Other duties as assigned
Supervisory Responsibilities:
* None
Qualifications:
The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions.
* [Required] 3+ years' experience developing and maintaining complex applications that make extensive use of a supported database technology or 3+ years' experience as an associate DBA
* [Required] Well versed in all phases of Systems Analysis and Design
* [Required] Experienced in two or more programming languages and two or more scripting languages
* [Required] Practiced at Entity/Relationship or Object modeling and translation to physical database designs
* [Required] Proficient in DML, DDL, and database utilities for at least two DBMS technologies
* [Required] Proficient in all access methods of a DBMS as well as the underlying operating system access methods
* [Required] Knowledge of hardware and operating system capabilities within one Environment
* [Required] Understanding of all software subsystems (DBMS, TP Managers, etc.) for one environment
* [Required] Accepts ownership in assignments, team, and company and takes initiative outside immediate area of responsibility
* [Required] Speed / Sense of Urgency -Contributes additional effort when necessary to get the job done and to help others meet their objectives
* [Required] Seeks additional responsibility, shows initiative to learn every aspect of the job, and strives to become a mentor to others in area of expertise
* [Required] Communicates openly and effectively. Challenges established practices appropriately
* [Required] Ability to maintain composure under pressure and avoid defensive or irritated or reactions in challenging situations
Technical Skills:
* [Required] 7+ years' experience with PostgreSQL (preferred EnterpriseDB (EDB) version)
* [Required] 3+ year' Terraform, Ansible, Jenkins & CI/CD skills
* [Preferred] 3+ years' experience with CTE(CipherTrust Transparent Encryption), Barman (EDB Backup and Recovery Manager) and AWS
* [Preferred] 5+ years' experience with DB2 LUW; preferably on Red Hat Linux
* [Preferred] 1+ years' experience with SQL Server
* [Preferred] 1+ years' experience with MySQL/MariaDB
* [Preferred] 1+ years' experience with DB2 in a z/OS environment
Education and/or Experience:
* [Required] bachelor's degree (or equivalent) in Computer Science, Engineering, Mathematics, or Business
* [Preferred] Related financial industry experiences
Certificates or Licenses:
* [Preferred] PostgreSQL Professional Certification
* [Preferred] IBM Certified Database Administrator - DB2 for Linux UNIX and Windows
About Us
The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at ***************
Benefits
A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:
* A hybrid work environment, up to 2 days per week of remote work
* Tuition Reimbursement to support your continued education
* Student Loan Repayment Assistance
* Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely
* Generous PTO and Parental leave
* 401k Employer Match
* Competitive health benefits including medical, dental and vision
Visit ************************************************ for more information.
Compensation
* The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education.
* In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.
* We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on **********************
* All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed.
Salary Range
$131,800.00 - $186,300.00
Incentive Range
8% to 15%
This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance.
Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.
Step 2
You will receive an email notification to confirm that we've received your application.
Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.
For more information about OCC, please click here.
OCC is an Equal Opportunity Employer
$131.8k-186.3k yearly Auto-Apply 18d ago
Associate Principal, Internal Audit Business & Risk
The OCC 4.9
Chicago, IL jobs
IS NOT ELIGIBLE FOR VISA SPONSORSHIP*****
What You'll Do:
This role will support and lead independent assessments of OCC's financial and operational business processes, risk management, and other objectives as needed. The role is responsible for determining the sufficiency of management's controls and activities related to the management of regulatory, operational, and strategic risks and presenting recommendations for improvements to the engagement management and the auditee.
Primary Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform each primary duty satisfactorily.
Responsibilities will be aligned, but not limited, to three pillars:
Delivery
Support the team on delivery of assigned audits within the annual audit plan.
Support the team confirming a professional auditee experience.
Owning the audit quality, accuracy of results, and delivery in a timely manner.
Proactively identify regulatory, operational, and/or strategic risks to the organization and bring them to your engagement team.
Evaluate exceptions or inefficient practices for root causes and propose advice and recommendations for achievable solutions.
Leading audits related to organization changes including business requirements definitions, technology implementations (e.g., changes to the supported business processes), engagement and alignment of change initiatives to business objectives.
Quality
Maintaining an understanding of policies, procedures, standards, and supporting technologies, and educating staff accordingly, to effectively identify potential risks and alternatives to mitigate risk exposure leveraging leading practices.
Ability to understand professional principles and standards (e.g., AICPA, IIA IPPF, COSO) and the relevancy to risk management and impact on policies and procedures. In addition, leveraging these principles and standards to test and evaluate corporate risk management processes and controls.
Keeping current on best practices and emerging risks within the financial services industry and making recommendations for improvements as necessary.
Leadership
Supporting effective relationships with business groups and leadership and partnering with management
Supervisory Responsibilities:
None
Qualifications:
The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions.
Qualifications & Experience will be required, but not limited, to:
Qualifications
Ability to communicate clearly and effectively, both orally and in writing, including the ability to handle potentially sensitive situations and discussions.
Strong problem solving and analytical capabilities.
Demonstrated ability to gather, analyze, and evaluate facts, and prepare and present concise oral and written reports.
Ability to work independently or as part of a team, prioritizing multiple audit assignments to simultaneously complete each in a timely fashion.
Experience
Experience working in a complex, fast-paced environment.
Experience using the principles, practices, and techniques involved in conducting audits in accordance with the requirements set forth in the International Standards for the Professional Practice of Internal Auditing published by the Institute of Internal Auditors (IIA).
[Preferred] Consulting and/or accounting firm experience.
[Preferred] Experience in Financial Services/Security Industry and working with regulatory organizations such as: Securities and Exchange Commission (SEC), Commodity Futures Trading Commission (CFTC), Financial Industry Regulatory Authority (FINRA), Federal Reserve.
Technical Skills:
[Required] Microsoft Office applications
[Preferred] Proficiency using Archer or other audit or Governance Risk and Compliance (GRC) software
Education and/or Experience:
[Required] Bachelor's degree (or equivalent) in Accounting, Finance, Business Administration or related field
[Required] 5+ years of experience (audit-related) in conducting risk-based operational and compliance audits and projects, business process reviews and internal audits
Certificates or Licenses:
[Preferred] Certified Financial Services Auditor (CFSA), Certification in Risk Management Assurance (CRMA), Certified Internal Auditor (CIA) or Certified Public Accountant (CPA), or equivalent.
About Us
The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at ***************
Benefits
A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:
A hybrid work environment, up to 2 days per week of remote work
Tuition Reimbursement to support your continued education
Student Loan Repayment Assistance
Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely
Generous PTO and Parental leave
401k Employer Match
Competitive health benefits including medical, dental and vision
Visit ************************************************ for more information.
Compensation
The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education.
In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.
We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on **********************
All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed.
Salary Range
$96,100.00 - $148,100.00
Incentive Range
8% to 15%
This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance.
Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.
Step 2
You will receive an email notification to confirm that we've received your application.
Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.
For more information about OCC, please click here.
OCC is an Equal Opportunity Employer
$96.1k-148.1k yearly Auto-Apply 15d ago
Mortgage Loan Processor
Key Mortgage Services 4.0
Schaumburg, IL jobs
The Loan Processor is responsible for the thorough review of a file. They prepare and verify the data on the loan application as well as supporting documentation that has been provided by the loan officer and submit the verified loan files to underwriting. If additional information is needed to render a decision, it is the Processor's responsibility to reach out to the borrower to obtain.
This role is Monday - Friday, 8:30am - 5pm with the opportunity to work from home Monday and Friday.
Essential Duties
Proactively manage a pipeline of loans and review daily reports to identify priorities. Escalate issues to supervisor, when needed.
Provide excellent customer service.
Respond promptly to all forms of communication.
Communicate (both via phone and email).
Calculate income, review assets, know how to calculate student loan debt per product(conv or govt loans) and debt ratios.
Must know how to review a credit report, identify issues that need to be addressed.
Analyze the title report, purchase contract and appraisal on files for compliance.
Perform verbal verifications of employment, when needed if our verification team is unsuccessful in obtaining.
Communicate clearly and professionally with all customers, co-worker, supervisors and management.
Ensure that the customer understands requests and time requirements, provide deadline for documents.
Ensures loan quality standards are met, including the review and resolution of any red flags in a file and the satisfaction of all conditions.
Required to open new loan submissions within 48 hours and validate all file information to ensure that all issues are identified so they may be resolved early.
Contact the borrowers with a welcome call within the opening and validating period to ensure all required documentation is in the file to issue a credit decision.
Ensure loan approval can be accomplished by the contingency date and that closing can be accomplished by the estimated closing date, communicate to LO if we are unable to meet a target so expectations can be reset.
All requests for documentation should be completed through POS “Glyde”
Gather and review all documentation needed for the loan.
Adhere to checklists and procedures.
Create notes and a record of all requests in the conversation log to document issues or escalations.
Prepare loan packets to submit to in-house underwriters, contract underwriters or investor underwriters for approval.
All Loan Processors will also act as a back-up for other team members in processing due to scheduled and unscheduled absences or as volume dictates.
Must know how to navigate Fannie Mae and Freddie Mac selling guides, FHA Handbook, and Allregs.
Requirements
Knowledge of TRID, Know before you owe, Regulation B ECOA and other mortgage banking related guidelines.
Familiarity with industry quality control standards and fraud detection methods.
Experience with POS approval processes using LP, DO/DU and other AUS.
Proficient computer skills including Microsoft Word, Excel and Outlook.
Excellent people skills.
Excellent verbal and written communication skills.
Has the ability to multi-task in a very fast paced environment.
Possesses excellent organizational skills.
Has superior attention to detail.
Proficient knowledge of office machines (faxes, computers, printers, adding machines and telephones).
Must be able to work independently and research problems / questions as required.
Education and Professional Experience
Minimum of 3 years loan processing experience including conforming conventional, FHA, 203K, VA, USDA, IHDA, Chicago Tax smart programs and sub-prime loans
High School Diploma or equivalent required
Salary Range
$55,000 - $62,000
About Key Mortgage Services
When you show your people some love, good things happen. As an independent, family-owned business, Key Mortgage feels like a big family because that's exactly what we are. Our secret is we invest in our people, and they keep getting better - so our company does, too. Support starts on day one, so you can focus on what's most important - delivering the highest quality home financing services to our customers. At Key Mortgage, we've got your back.
Benefits
PTO
VTO
Medical
Dental
Vision
401k matching
$55k-62k yearly Auto-Apply 60d+ ago
Director, Sales Marketing - Remote
NFP Corp 4.3
Chicago, IL jobs
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary:
As director of Sales Marketing, this role will be dedicated to driving marketing initiatives for NFP's sales organization in North America. The primary focus of this role is to develop the marketing component of go-to-market strategies, drive large-scale sales initiatives across the company, and lead our portfolio of sales marketing campaigns including the oversight of impact reporting.
Working across our marketing team, this role will help facilitate the development of external revenue-driving campaigns and activities, as well as internal education for our sales force. In addition, you will support collaborate with our Chief Sales Officer, corporate development, sales enablement and sales operations teams. This role is critical in connecting our sales and marketing teams, and thus it is important that they have a strong understanding of both the marketing and sales process.
Essential Duties and Responsibilities:
Lead role responsible for supporting, collaborating and driving sales marketing initiatives for our sales organization in the US and Canada.
Key point of contact for Sales Operations team, including the CSO, distribution, sales enablement, producer recruiting and corporate development teams.
Strategic owner of sales marketing campaigns, including:
Oversee and track full portfolio of campaigns and ongoing measurement of impact.
Go to market strategy development
Lead discussions with core team to identify target audience, market, value prop, and making a recommendation on marketing approach
Identify KPIs
Collaboration with brand and digital marketing for the development of campaign assets and deliverables.
Sales marketing analytics ownership, providing ongoing reporting back to marketing and sales leadership, in collaboration with the head of digital, brand and SEM
Advise marketing managers across the team on optimal go to market strategy and how best to enable their marketing initiatives for sales teams.
Partner with field marketing leader on regional sales marketing initiatives, campaigns and opportunities to broaden/nationalize across regions.
Lead the marketing plan for joint sales initiatives between NFP Aon, Connected Value.
Collaborate with Sales Enablement on the creation of templated sales outreach, Sales Enablement kits, and ways to optimize producer marketing.
Support of the sales and marketing tech stack, and how to optimize usage of tools
Support integrated sales campaigns partnering with corporate development teams.
Parter with sales enablement to establish, maintain and audit the lead handoff process from NFP.com and other campaigns.
Manage and coach the sales marketing manager, who will report directly into this role.
Knowledge, Skills, and/or Abilities:
Understanding of the sales process and stages of the buyer's journey.
Marketing plan/strategy/timeline development
Previous Experience with These Tools or Similar Equivalent:
Salesforce CRM
Pardot - Marketing Automation Platform
SalesLoft - Sales Engagement Platform
LinkedIn Sales Navigator
Event Marketing Management
Industry Sponsorship Marketing Management
Understands marketing project management process, workflow, and routing between client, brand and stages of creative production.
Excellent oral and written communication skills
Excellent working knowledge of Microsoft Excel, Word, Outlook, and PowerPoint
Education and/or Experience:
A Bachelor's degree in marketing, journalism, or related field
8-10+ years of marketing experience
Certificates, Licenses, Registration:
N/A
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $90,000 to $126,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
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$90k-126k yearly 3d ago
Product & UW Governance Consultant
The Hartford 4.5
Chicago, IL jobs
Product & UW Governance Consultant - UO07GE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Product & Underwriting Governance Consultant plays a critical role in leading cross-functional initiatives to bring new and refreshed insurance products to market while ensuring strong governance and compliance across underwriting processes. This position partners closely with the Global Specialty (GS) Product team, Chief Underwriting Office, and other stakeholders to manage the product development lifecycle and deploy underwriting governance controls. The consultant acts as a project leader without direct authority, driving collaboration, planning, and execution of tasks that support strategic objectives and regulatory requirements.
Product Development Leadership
* Lead cross-functional teams to deliver new and refreshed insurance products from ideation to market launch.
* Manage all business deliverables in the product development lifecycle (excluding systems development), including:
* Feasibility and competitive analysis
* Development of forms, rates, applications, underwriting guidelines and rules
* Statutory filing preparation
* Marketing and distribution planning
* Coordination of data science deliverables and third-party services
* Change management and training initiatives
* Create and maintain project plans, schedule meetings, estimate resources, distribute updates, and monitor key activities to ensure timelines and goals are met.
Governance Framework & Risk Management
* Coordinate product governance activities and guide stakeholders through the Global Specialty Product Governance Process for all new product proposals or material product changes.
* Assist in the development of deliverables required for product governance approvals.
* Maintain governance frameworks, policies, and procedures for underwriting and product development.
* Document and communicate governance requirements and processes within GS and to key stakeholders.
* Collaborate with GS CUO, business leads, and product teams to develop, refine and deploy underwriting governance controls and processes.
* Prepare reports and metrics for senior leadership on governance and underwriting performance.
Qualifications:
* Bachelor's degree in Business, Insurance, Risk Management, or related field (advanced degree preferred).
* Professional certifications such as CPCU, ARe, or similar preferred.
* 7+ years of experience in underwriting, product development, or compliance within P&C insurance.
* Proven ability to lead cross-functional projects without direct authority.
* Excellent organizational, analytical, and communication skills.
* Familiarity with underwriting systems and data analytics tools, a plus.
* Experience in governance frameworks and risk management strategies, preferred.
* Strong project management skills and attention to detail, preferred.
This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$101,840 - $152,760
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
$101.8k-152.8k yearly Auto-Apply 22d ago
Remote Commercial Collections LARGE BALANCE
Greenberg Grant Richards Inc. 3.9
Chicago, IL jobs
Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection firm and the leader in our industry! We have 7 offices around the US and we collect over 100 Million annually. Recession Proof Industry, our top collectors make over 100K a year. We are Accredited and Honored by the BBB with an A+ rating.
We are growing and would like to speak with you today if you are a Commercial Collector or have experience in the collections industry and are ready to start a new adventure.
Since 1993, we have developed a strong reputation for delivering results and superior customer service. We attract and hire top talent across the nation to be a part of our team and we would like to speak with you about joining the GGR Family. If you love to make money and strive to be successful, energetic and goal-oriented there is a position for you on our Collections team.
Why Choose Greenberg, Grant & Richards, Inc.?
We are growing and we want the best of the best to come and grow with us.
75% employer paid Medical, Dental & Vision
Great Work Location
401K
Paid Life Insurance
Vacation/PTO
No nights and weekends
Off early on Friday's
Weekly Meetings and Coaching
Weekly Contests
Responsibilities:
Understands and applies the terms of clients contracts
Notate and pursue successful resolution of defaults
Contact business owners by phone and email to resolve delinquency issues
Communicate and build trust to overcome objections and resolve the debt
Advise business owners of potential actions surrounding defaults
Ensure compliance with all laws associated with recovery
Meet daily call expectations of 100+ with accounts worked
Call debtors to secure payments on past-due accounts
Knowledge of skip tracing and asset searches preferred
Successfully manages a queue of 200+
Must have the ability to exceed daily, weekly, and monthly expectations consistently
Must follow established policies & procedures
Must take direction well and be self-motivated
Other duties as assigned
Qualifications:
High School Diploma or Equivalent (G.E.D.)
2 years of collection experience preferred
Excellent telephone and customer service skills
Working knowledge of Microsoft Office programs including Outlook, Word and Excel.
This is a remote opportunity
Greenberg, Grant & Richards, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
About Greenberg, Grant & Richards, Inc.:
Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection firm and the leader in our industry! We have offices in Austin, Houston, Denver, and Tampa. We have been an industry leader for over 30 years and set the bar for collecting other companies commercial accounts receivable issues. Our focus is solely business to business. Looking at our next 30 years we are focusing on expansion and bringing on board the next generation of employees. We currently have over 10,000 active clients and we collect over 100 million dollars a year for our clients. If you are looking to get into a “Recession and Pandemic Proof Industry”, this is the place for you! Once you get in, you'll never leave.
If you are in car sales, you only get your customer back every 3-5 years. If you are in home sales, you only get your customer back every 10 years. In commercial collections, once you land a client, your client comes back every month. They place accounts every day and they are never taken from you. That is the key to sales, getting repeat business and continuously growing your file year over year. Many clients have been with us over 20 years. We have developed a strong reputation for delivering results and superior customer service. We attract and hire top talent across the nation to be a part of our team and we would like to speak with you about joining the GGR Family. We attract and hire the top talent across the nation to be a part of our team.
Why Choose Greenberg, Grant & Richards, Inc.?
We are growing and we want the best of the best to come and grow with us.
75% employer paid Medical, Dental & Vision
Great Work Location
401K
Paid Life Insurance
Paid Time Off
No nights and weekends
Off early on Friday
Flex Time / PTO
Employee Driven Culture
Salary Description $36,000 to $100,000 per year (plus commission