Job Details
Level: Experienced
Position Type: Full Time
Salary Range: $150,000.00 - $250,000.00
Travel Percentage: Up to 50%
Job Category: Corporate Finance
The Equity Capital Markets (ECM) VicePresident/Director will be responsible for managing and executing equity capital raising transactions for corporate clients across a variety of sectors. This individual will focus on origination, execution, and client advisory for offerings such as IPOs, follow-ons, private placements, and convertible securities. The role requires a high degree of market knowledge, execution experience, and client engagement to successfully structure and place transactions in dynamic market environments.
Essential Duties and Responsibilities
Lead the origination and execution of ECM transactions, including IPOs, secondary offerings, and private placements
Collaborate closely with senior bankers to develop and pitch capital-raising solutions to clients
Conduct market analysis and equity valuation to support transaction strategy
Develop offering memoranda, pitch materials, investor presentations, and roadshow materials
Advise clients on transaction structure, pricing, and market timing
Coordinate with legal, accounting, syndicate, and institutional sales teams to ensure seamless execution
Maintain strong relationships with institutional investors, analysts, and legal advisors
Actively monitor equity capital markets to identify trends, opportunities, and potential risks
Provide mentorship and guidance to junior team members
Represent Cabrera Capital at client meetings, industry conferences, and events to enhance brand presence
All other duties as assigned
Management & Decision Making Responsibilities
Independently lead transaction execution processes
Exercise discretion and sound judgment in structuring deals and client advisory
Knowledge, Skills & Abilities Requirements
Minimum of 5 years of experience in investment banking, preferably in ECM or related capital markets
Bachelor's degree in Finance, Economics, Business, or related field (MBA preferred)
FINRA SIE, Series 7, Series 79, and Series 63 required (or within 5 months of hire)
Strong understanding of equity capital markets, transaction mechanics, and investor behavior
Demonstrated success in managing ECM transactions from pitch to execution
Exceptional analytical and financial modeling skills
Superior communication, presentation, and relationship-building capabilities
Comfortable working in a fast-paced, collaborative environment with cross-functional teams
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Strong attention to detail and ability to manage multiple concurrent projects
Work Authorization Requirement
This position is not eligible for sponsorship, including H-1B, CPT, OPT, or any other employment-based sponsorship. Candidates must have current and unrestricted authorization to work in the United States at the time of application and throughout employment.
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$150k-250k yearly 5d ago
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Vice President, Patent Underwriting
Burford Capital LLC 3.6
Chicago, IL jobs
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Burford Capital is the leading global finance and asset management firm focused on law. Its businesses include litigation finance and risk management, asset recovery and a wide range of legal finance and advisory activities. Burford is publicly traded on the New York Stock Exchange (NYSE: BUR) and the London Stock Exchange (LSE: BUR), and it works with companies and law firms around the world from its principal offices in New York, London, Chicago, Washington, Singapore, and Dubai.
The Firm has created a VicePresident - Patent Underwriting position who will be responsible for evaluating patent cases Burford considers for financing, and for providing oversight to cases once Burford has invested.
We are seeking an experienced litigator with success in all phases of complex patent cases. This person will be a team player who contributes actively in a collaborative environment. He/she will have the ability to quickly evaluate the merits of claims, assess and price risks associated with the litigation, evaluate litigation budgets, and negotiate financing deals from start to finish. Ideally this person will have worked with litigation funding, on a contingency/AFA basis, and/or on patent monetization, so as to have a strong grounding in the economics of patent matters.
This position will involve close liaison with law firms, in-house counsel, and corporate representatives, as well as Burford's global team, which spans offices in New York and Chicago in addition to London. There are also frequent opportunities to write and speak on IP matters on behalf of Burford.
The role will report to the Managing Director of Burford's Intellectual Property business and may be based in our Chicago or New York office.
Burford Capital is the largest and most experienced provider of commercial finance to the legal sector in the world, with a core expertise in identifying and optimizing the value of legal assets for companies and law firms. Since its founding in 2009, Burford has worked with hundreds of law firms and corporations, including 94 of the AmLaw 100 and 92 of the Global 100 largest law firms. Our team has grown from five people at the end of 2009 to over 150 people today, including over 45 lawyers.
Burford possesses the resources and expertise of a large company while retaining the flexibility and creativity of a startup. Team members are smart, creative, collaborative, curious, and confident. Everyone rolls up their sleeves to perform and engage collectively for the overall success of the business. Burford values rigorous thinking, clear communication, and efficient execution. Burford is an “always on” environment in which everyone needs to be accessible by email when outside the office, including during evenings and weekends.
Burford pays base salaries consistent with the financial services industry and favors incentive compensation to reward performance. Burford provides competitive health care benefits and a 401k matching program. Burford Capital is committed to increasing diversity and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status, whether or not they have a disability.
POSITION REQUIREMENTS
Quickly evaluate the merits of patent infringement claims, including validity, infringement, damages and other common substantive patent litigation issues.
Assess and price risks associated with the litigation, evaluate litigation budgets, and negotiate financing deals from start to finish.
Work closely with Burford's legal, finance and tax teams effectively to structure, model, negotiate and close financing transactions, while minimising legal and operational risks and building strong client relationships.
Actively monitor ongoing patent investments, regularly interacting with clients and counsel as the litigation proceeds in order to facilitate successful resolution.
Represent Burford at IP industry conferences and networking events, to build client relationships and originate patent finance opportunities.
SKILLS DESIRED Qualifications & Experience
At least four years of patent litigation experience with a top US law firm or established litigation boutique. Litigation experience should include substantial briefing, deposition and expert discovery, and oral argument/trial work.
Familiarity with litigation funding, working on a contingency/AFA basis, and/or on patent monetization is strongly desired.
Additional in-house experience, particularly managing litigation dockets, evaluating litigation budgets and negotiating counsel engagements will also be useful.
An undergraduate or graduate degree in engineering or science is preferred but not required.
Licensed to practice law in any U.S jurisdiction. Registered patent attorney helpful but not required.
Core Competencies & Skills / Personal Attributes & Fit
Superior writing and analytical ability.
Numerate and deal-savvy, with the ability to price risk and explain (both internally and externally) the value of a deal.
Excellent interpersonal/people skills, including the ability to build consensus with highly sophisticated internal clients and to interact effectively at all levels of the organization.
A polished speaker, capable of representing Burford while participating on panels, attending industry conferences, and other client-facing business development activities.
Highly organized, with committed work ethic and strong attention to detail; able to work independently and prioritize and manage multiple projects and deadlines simultaneously.
Enterprising, highly intelligent, creative and proactive, and willing and eager to learn.
Other Requirements
Some amount of business travel may be required.
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$135k-194k yearly est. 4d ago
Midwest SVP Advisor Consultant - Strategic Growth in Alt
Antares Capital LP 3.7
Chicago, IL jobs
A financial services company seeks a Senior VicePresident, Midwest Advisor Consultant to drive growth across the Western U.S. This key role involves building relationships with financial intermediaries and executing sales strategies for alternative investments. The ideal candidate will have strong sales performance history, deep investment knowledge, and excellent communication skills. A bachelor's degree in finance is required, along with significant experience in account management and alternative investments. This position offers a competitive salary range between $200,000 - $250,000.
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$200k-250k yearly 4d ago
ECM VP: Lead IPOs, Follow-Ons & Private Placements
Cabrera Capital 3.7
Chicago, IL jobs
A corporate finance firm is seeking an experienced Equity Capital Markets VicePresident/Director to lead ECM transactions, including IPOs and private placements. Key responsibilities include managing transaction execution processes, conducting market analysis, and advising clients on equity offerings. The role demands a minimum of 5 years in investment banking, preferably within ECM, along with a relevant bachelor's degree. Candidates must possess FINRA licensing and have strong analytical, communication, and relationship-building skills.
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$121k-180k yearly est. 5d ago
Financial Services Global Structuring - Director
Price Waterhouse Coopers 4.5
Chicago, IL jobs
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Lead in line with our values and brand.
Develop new ideas, solutions, and structures; drive thought leadership.
Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
Balance long-term, short-term, detail-oriented, and big picture thinking.
Make strategic choices and drive change by addressing system-level enablers.
Promote technological advances, creating an environment where people and technology thrive together.
Identify gaps in the market and convert opportunities to success for the Firm.
Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the International Tax Services Generalist - CS team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects, maintaining executive-level client relations. You are crucial in driving business growth, shaping client engagements, and mentoring the future leaders, while upholding PwC's reputation for quality, integrity, and inclusion.
Responsibilities
Set strategic direction for technology-enabled tax advisory services
Lead business development to drive growth
Oversee multiple impactful projects
Maintain executive-level client relationships
Mentor and develop future leaders
Shape the direction of client engagements
Implement digitization and automation initiatives
Adhere to tax regulations and standards
What You Must Have
Bachelor's Degree in Accounting
A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study can be considered in lieu of a Bachelor's Degree in Accounting
6 years of experience
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
Corporate and partnership taxation knowledge
Assisting financial services companies with tax impact
Tax structuring of funds and financial assets
Enhancing tax efficiencies of cross-border flows
Developing and sustaining meaningful client relationships
Leading teams to generate vision and direction
Utilizing automation and digitization in tax services
Evaluating and negotiating contracts
Leveraging pricing tools for strategies
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
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$150k-438k yearly 3d ago
VP, Advanced Treasury Analytics & Global Impact
Jpmorgan Chase & Co 4.8
Chicago, IL jobs
A global financial services firm is seeking a VicePresident to lead the Advanced Treasury Analytics team in Chicago. This role requires strong quantitative skills and experience in treasury analytics to enhance analytical tools and collaborate with cross-functional teams. Candidates must possess over 6 years of experience in financial services, be proficient in Python, and have a commitment to mentoring junior colleagues. Opportunities for growth and global exposure are integral to this position.
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A leading financial institution is seeking a Commercial Banker in Chicago to foster client relationships and provide financial advice. The ideal candidate will have over 5 years of experience in lending and a strong understanding of Commercial Banking products. Responsibilities include driving innovation, staying updated on industry trends, and enhancing efficiency through process automation. Strong interpersonal skills and a proven track record in sales are essential for success in this client-focused role.
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$119k-170k yearly est. 1d ago
Commercial Banker - Middle Market Banking - Vice President
Jpmorgan Chase & Co 4.8
Chicago, IL jobs
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
5+ years of experience in direct lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
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$119k-170k yearly est. 1d ago
Vice President, Public Sector Payments Counsel
Jpmorgan Chase & Co 4.8
Chicago, IL jobs
A leading financial institution is seeking a Public Sector Attorney to join their Payments Legal Team in Chicago. In this role, you will provide strategic legal guidance and support, manage complex client engagements, and negotiate agreements for public sector customers. The ideal candidate should be a licensed attorney with at least 5 years of experience, proficient in federal contracting, and possess strong negotiation and communication skills. This position offers an opportunity to work with a dynamic team and contribute to impactful projects.
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$119k-170k yearly est. 1d ago
VP, Advanced Treasury Analytics & Global Impact
Jpmorgan Chase & Co 4.8
Chicago, IL jobs
A leading financial services firm is seeking a VicePresident to join the Advanced Treasury Analytics team in Chicago. In this role, you will drive impactful projects by developing innovative analytics to modernize treasury management. You will have opportunities for personal and professional growth while working with cross-functional teams. The ideal candidate has over 6 years of experience, strong analytical skills, and is proficient in Python. This position offers a collaborative environment with broad global exposure.
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$119k-170k yearly est. 3d 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
VP, Retirement Marketing & Growth Strategy
Goldman Sachs Group, Inc. 4.8
Chicago, IL jobs
A leading global investment firm is seeking a VicePresident for Retirement Marketing in Chicago, specializing in developing strategies to support business growth. The ideal candidate will have over 10 years of experience in retirement marketing with a strong track record and the ability to engage effectively across various stakeholders. This role offers a competitive salary range of $110,000-$230,000, along with discretionary bonuses and comprehensive benefits.
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$110k-230k yearly 2d ago
Strategic CFO for Nonprofit - Finance & Operations Leader
Kentucky Society of Association Executives Inc. 3.5
Oak Brook, IL jobs
A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact.
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$123k-219k yearly est. 4d ago
Director, Institutional Capital & Strategy
Legal & General Investment Management America 4.7
Chicago, IL jobs
A leading investment management firm is seeking an Investment Director to raise capital from institutional investors. The ideal candidate will have a proven track record in asset raising within fixed income and index strategies, along with extensive relationship-building skills. Responsibilities include cultivating client relationships and collaborating with teams to enhance AUM growth. Candidates should possess strong communication skills and be able to navigate the institutional investment landscape effectively. Competitive salary offered with a broad benefits package.
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$134k-179k yearly est. 1d ago
Asset & Wealth Management, Head of Retirement Marketing, Vice President
A leading financial institution is seeking an experienced Private Banker to manage and advise clients on wealth building and preservation. The ideal candidate will have over six years in Private Banking or Financial Services and a strong focus on client experience. Responsibilities include client relationship management, new asset generation, and advising on all aspects of clients' balance sheets. Candidates should have a Bachelor's Degree and necessary licenses, with opportunities for professional growth within a collaborative team environment.
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$114k-147k yearly est. 5d ago
Senior Manager-Debit Acquiring PMO
American Express 4.8
Chicago, IL jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**Our organization:**
The Network & Acquirer Solutions (NAS) team is at the heart of American Express and is a core function within the Global Merchant and Network Services (GMNS) business unit. Each year, we power billions of transactions through our global payments network, serving our Issuing & Acquiring partners in more than 170 markets worldwide. We grow revenue by driving strategic, multi-year initiatives to deliver differentiated value to our merchants, partners, and customers.
The Network Product & Enablement team with NAS is responsible for the Network, the maintenance of existing functionality, the development of new products and services, and operations. Our solutions deliver value to American Express' Card Members, acquirers and partners across the globe, whether proprietary or third-party by facilitating secure and seamless transactions between American Express' issuers, acquirers and merchants. Our goal is to enable Card Members to pay however and wherever they choose. We deliver on these by setting the vision and strategy for the Network, anchoring our priorities into those of the enterprise, and developing and managing an associated set of products. We keep the customer perspective top-of-mind, factor in competition and regulatory trends, and apply an end-to-end product management approach (i.e., including strategy, roadmaps, scaling plans, business cases, success metrics, KPIs). We lead the end-to-end process, manage the end-to-end partner lifecycle and are also responsible for industry intelligence and engagement through various governing bodies.
**About the Role:**
Reporting to the Director of Debit Product Management & Delivery, this exciting role will offer a talented PMO manager the chance to drive development of Acquiring for the enterprise through exceptional program management office activities. You will play a critical role in driving organization, governance, and delivery discipline across the team and cross enterprise program partners.
The role requires someone who thrives on structure and planning, whilst also being comfortable rolling up their sleeves and getting into the detail. You'll be a connector - joining the dots, managing dependencies, and keeping risks and issues front and center. If you are someone who is happy to step into whatever is needed this could be the perfect role for you.
**Key Responsibilities:**
+ Provide end-to-end PMO leadership across for Debit Acquiring in the U.S. as part of a major program of work
+ You will be proactive in creating, understanding and critically questioning of project plans, risks/issues and dependencies. Helping to join the dots across a large, diverse program
+ You will keep a broad strategic level view whilst diving into the details with a questioning mindset, identifying gaps or misalignments taking initiative to address
+ You will produce accurate and insightful program or product update materials and artifacts, tailoring to various forums and committees. Always assessing usefulness of communications and identifying new ways to augment existing approaches
+ You will develop strong relationships across cross enterprise teams fostering a culture of accountability, transparency, and delivery focus
+ You will define, setup and maintain processes to the support the product team in managing and prioritizing the product roadmap
**Minimum Qualifications:**
+ 3 years experience within Acquiring, ideally with exposure to OptBlue
+ Proven experience in a senior PMO/Program support role within complex, matrixed environments
+ Exceptional organizational skills to prioritize and manage multiple tasks in a fast-paced environment with excellent attention to detail
+ Detail orientated while maintaining a view of the bigger picture
+ A proactive mindset with a 'can do' attitude - willing to get stuck in wherever needed
+ Strong comfort working in ambiguity and helping create structure out of chaos
+ Able to create impactful and meaningful communications for all levels of the business, creating decks that 'tell the story' to drive buy in and understanding
+ Critical thinker; able to find connections, spot interdependencies and bring clarity
+ A highly effective relationship builder who uses their diplomatic skills to influence others at all levels of the business with no direct control
+ A self-starter who will hit the ground running
+ Must have positive, can-do attitude, able to remain calm under pressure
+ Excellent Microsoft Excel & Powerpoint skills
**Qualifications**
Salary Range: $123,000.00 to $215,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Product
**Primary Location:** US-New York-New York
**Other Locations:** US-South Carolina-Charleston, US-California-Palo Alto, US-Florida-Sunrise, US-California-San Francisco, US-Georgia-Atlanta, US-Utah-Sandy, US-Illinois-Chicago
**Schedule** Full-time
**Req ID:** 25021456
$123k-215.3k yearly 5d ago
Director _ Corporate Tax _ Escalon Tax Practice
Escalon Services, Inc. 4.1
Chicago, IL jobs
What You'll Do:
The Tax Director oversees the delivery of a full range of tax services in compliance with laws and regulations to multiple clients. This is a leadership position that is proactive and solution oriented, offering depth of experience to our clients in the fast‑paced world of start‑up accounting. This position reports to the Head of Escalon's Tax Practice.
A successful Tax Director at Escalon has a high level of technical tax proficiency, a positive attitude, and a desire to grow as a professional; is self‑motivated and responsible possessing strong communication, interpersonal, analytic, and time‑management skills; enjoys the creative aspects of our business and is driven to find the best possible outcome for our clients.
Day‑to‑Day Responsibilities also include:
Build relationships and interact with clients to implement optimal income tax strategies.
Deliver technical guidance on income tax implications of business decisions and transactions.
Provide top level review of income tax returns.
Identify and mitigate income tax risks.
Collaborate with cross department internal stakeholders to generate tax revenue opportunities and support clients' tax needs.
Mentor, train, and manage tax managers/staff and improve tax compliance processes.
Foster a collaborative and positive team culture.
Assist with M&A tax due diligence requests and other special tax projects.
What You'll Bring
Must Haves:
Bachelor's degree in accounting or related field, and/or equivalent work experience.
12+ years in a busy, complex tax environment.
CPA license or JD required.
Nice to Haves:
Master's degree in Taxation preferred but not required.
Experience with tech start up organizations preferred but not required.
Why You'll Enjoy Working at Escalon:
We offer a variety of health benefits, all available on the first day of the month following employment with us, to keep you and your family feeling fit and well.
Medical, Dental and Vision options
Life and Disability
STD/LTD
10 Paid holidays each year
Flexible PTO
401K Retirement Plan
Incentive compensation
If you are hired at Escalon, your final base salary compensation will be determined based on several factors including, but not limited to, skill set, years of experience, and the employee's geographic location. In addition to those factors - we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer.
Escalon is an equal opportunity/affirmative action employer.
More about us:
Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech‑enabled platform to small‑ and medium‑sized businesses (SMBs) and startups. The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. With a US‑based remote workforce and global delivery team in India, Escalon's solution fills a widening service gap in the SMB market, underpinned by (i) increasing demand for quality insights in an increasingly competitive marketplace (ii) decreasing supply of CPAs and quality in‑house talent and (iii) the cost frictions associated with scaling internal back‑office teams as businesses grow. For more information on Escalon: *************************
Since founding, the company has executed both on an organic and M&A strategy to expand service offerings and drive revenue expansion opportunity through cross‑sell/up‑sell. Before partnering with New Harbor Capital in late 2022, Escalon completed two significant acquisitions which tripled the revenue of the company and expanded the FinOps capabilities of the platform. Continued corporate development is a key value driver for the business going forward, with a highly fragmented market of service providers, often individually unable to scale due to lack of technology‑enablement and offshore capabilities.
In late 2022, New Harbor Capital made a growth equity investment in Escalon Services.
About New Harbor Capital
New Harbor Capital is an experienced, lower middle‑market private equity firm that seeks to partner with growth‑minded, founder‑owned companies. Based out of Chicago, New Harbor Capital is committed to optimizing the growth potential of its portfolio companies while respecting their long‑term visions. The firm was founded on the belief that mutual respect and collaboration lead to successful outcomes. New Harbor recognizes the importance of finding the right partner, and the firm is committed to helping its portfolio companies and their leadership maximize both personal and financial goals. As a strategic partner, New Harbor taps into decades of experience to guide businesses through challenging economic cycles and market conditions. New Harbor Capital has raised over $750M in capital across three funds and focuses on tech‑enabled services, healthcare, and education services.
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A global consulting firm is seeking an experienced Director in Insurance Operations in Chicago, Illinois. The ideal candidate will direct operations, lead business development, and foster client relationships, ensuring the optimization of service delivery and client satisfaction. This role requires at least 15 years of experience in consulting within the insurance industry, a Bachelor's degree, and the ability to mentor and develop team members. A competitive salary and a wide range of benefits are offered, including medical, dental, and 401k.
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$96k-129k yearly est. 1d ago
NetSuite Consulting Manager
Rsm Us LLP 4.4
Chicago, IL jobs
Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* Manages the scope of the project and controls change management.**Required Qualifications:*** Bachelor's degree preferably in Accounting or Management information systems* 8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday* Strong understanding of Agile or Waterfall implementation methods* 5+ years deep understanding of business processes* Excellent Interpersonal and communication Skills* 5+ years' experience in accounting industry or project work that developed an understanding of accounting principals* Experience in developing key controls for SOX Compliance from a systems perspective a plus* Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications* Demonstrated initiative in researching and understanding the implications of emerging technology Specific Skills - Inventory & Mfg.* Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* Ecommerce transactions* Point of sale transactions* 3PL management* Experience with complex system integrations* Intercompany transactions* Specific Skills - Order processing* Worked in or experience implementing client with high volume orders and subscription-based orders Ecommerce, web orders* Complex revenue Recognition rules such as ASC 606
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