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BeachFleischman CPAs jobs in Phoenix, AZ - 2007 jobs

  • Accounting & Assurance Manager - Phoenix

    Beachfleischman 3.4company rating

    Beachfleischman job in Phoenix, AZ

    Job Description Our team is growing! We are seeking a proactive and self-motivated Accounting & Assurance manager to join our A&A team. BeachFleischman is Arizona's largest locally-owned public accounting firm and one of the Top 200 largest CPA firms in the United States. With offices in Las Vegas, Nevada, as well as Nogales, Phoenix, and Tucson, Arizona, we provide comprehensive accounting, assurance, tax, and advisory services domestic and international businesses, organizations, and entrepreneurs. Position Overview The A&A Department Manager manages client's needs and deadlines, contributes to the firm's mission and creates a learning environment for less senior staff. Essential Duties and Responsibilities Plans engagements and manages jobs, limiting excessive billed time by staff Reviews workpaper files Completes applicable checklists Completes analytical review procedures including documentation of expectation, results and conclusions for a complex review Evaluates and mentors staff Contributes to firm's mission and acts as a technical resource for others in the firm Provides value-added services by seeking out and developing meaningful business advisory comments Reviews financial statements Reviews and concludes on the validity of analytical review procedures performed by staff Identifies issues and situations encountered that warrant management letter comments Researches and concludes on complex accounting issues Performs other accounting services and duties as assigned Knowledge, Skills and Abilities Ability to use 10-key Ability to creatively apply software to attain engagement efficiencies Ability to supervise, teach, mentor and lead others Must have strong written and verbal communication skills Must have strong organizational and analytical skills Proficient knowledge and awareness of general tax issues that may arise over the course of an engagement Proficient knowledge of tax and accounting research techniques and the various research sources Proficient in MS Office, CaseWare and FAS Qualifications Bachelor's Degree in Accounting, or equivalent degree as determined by the management committee, required Master's Degree in Accounting or Taxation preferred CPA license required 6 to 9 years experience in public accounting We proudly offer competitive compensation, a comprehensive benefits package that supports your overall well-being, career development opportunities, and much more. Learn more by visiting our Careers Page.
    $85k-114k yearly est. 3d ago
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  • Accounting & Assurance Senior - Phoenix

    Beachfleischman 3.4company rating

    Beachfleischman job in Phoenix, AZ

    Our team is growing! We are seeking a proactive and self-motivated Accounting & Assurance Senior to join our A&A team. BeachFleischman is Arizona's largest locally-owned public accounting firm and one of the Top 200 largest CPA firms in the United States. With offices in Las Vegas, Nevada, as well as Nogales, Phoenix, and Tucson, Arizona, we provide comprehensive accounting, assurance, tax, and advisory services domestic and international businesses, organizations, and entrepreneurs. Position Overview The A&A Department Senior identifies client needs, meets those needs and views clients as their own. Seniors are expected to exercise independent judgment and discretion when preparing audit work papers, as well as in conducting field work, based on their knowledge of accounting rules. Essential Duties and Responsibilities Plans engagements and is responsible for bringing projects in at budget (e.g. communicates with senior staff on scheduling issues or delays in completion of a project) Assists in preparation of audit work papers Completes analytical review procedures including documentation of expectation, results and conclusions for a simple review Drafts financial statements and notes for a simple compilation or review Performs assigned audit procedures for specific accounts and transactions Prepares complex tax accrual for financial statements Researches and concludes on accounting issues Provides assistance to senior accounting staff Performs other accounting services and duties as assigned Knowledge, Skills and Abilities Ability to use tax and accounting software systems Ability to use 10-key Must have strong written and verbal communication skills Must have strong organizational and analytical skills Basic knowledge and awareness of general tax issues that may arise over the course of an engagement Working knowledge of tax and accounting research techniques and the various research sources Working knowledge of MS Office, CaseWare and Prosystems Fixed Assets Qualifications Bachelor's Degree in Accounting, or equivalent degree as determined by the management committee, required Master's Degree in Accounting or Taxation preferred 150 credit hours with 30 upper division accounting credits preferred 2 to 4 years experience in public accounting Progressive plan toward passing the CPA exam required We proudly offer competitive compensation, a comprehensive benefits package that supports your overall well-being, career development opportunities, and much more. Learn more by visiting our Careers Page.
    $63k-76k yearly est. 3d ago
  • Executive/Administrative Assistant

    American Express 4.8company rating

    Phoenix, AZ job

    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. **Executive Assistant** Global Financial Crimes Compliance (GFCC) is an organization within Global Risk & Compliance (GRC) and is responsible for leading the enterprise-wide Anti-Money Laundering, Sanctions, and Anti-Corruption compliance functions. This team has global responsibility for identifying, investigating, and reporting suspicious activity, including money laundering and terrorist financing, and provides broad analytical and operational support for the company's enterprise-wide GFCC control framework. The Executive Assistant will provide administrative support to VPs in GFCC. This position plays a critical role in supporting leaders managing various administrative tasks and ensuring the efficient operation of the department. GFCC is a dynamic, high-paced environment and therefore the day-to-day responsibilities require seamless collaboration across a wide range of business partners both inside and outside of American Express. The ideal candidate must be seasoned and experienced in handling a wide range of administrative-related tasks and be able to work independently and confidently under pressure. Building strong relationships, being resourceful and knowing how to navigate large organizations fluidly will also be critical to success in this position. This position requires exceptional organizational skills, a high degree of professionalism, and the ability to handle sensitive information with discretion. This role will be posted as a hybrid work arrangement, with an expectation of being in the office at least three days a week. **Key Responsibilities** + Scheduling meetings with senior executives internally and externally, reserving conference rooms, coordinating meeting logistics. + Managing domestic and foreign travel arrangements including air, hotel, car transfers and meeting agendas. + Preparing, reviewing, and processing expense reports, in line with company T&E policy. + Supporting team administration including on-boarding for new hires, updating distribution lists, setting up group-wide team meetings. + Managing e-mails and correspondence in a timely manner. + Assisting with timekeeping and payroll duties. + Ordering workstations, devices and accessories as needed by the team. + Processing invoices and requisitions. + Assisting in the management and coordination of compliance-related projects and initiatives. + Proactively identify and resolve administrative issues and challenges. **Minimum Qualifications** ** ** + Proven experience in supporting senior executives with exceptional organizational, administrative, and interpersonal skills. + A keen attention to detail and a sense of urgency in execution and follow-up. + Ability to work independently and collaboratively in a dynamic and fast-paced organization and manage multiple tasks and conflicting and changing priorities with little direction. + A strong sense of integrity with ability to handle sensitive issues and maintain complete confidentiality. + Positive attitude, solutions-oriented, proactive, able to prioritize, and reliable. + Intermediate to advanced computer skills required, including proficiency with Microsoft Office including PowerPoint, Excel, Word and Outlook. + Knowledge of MyInfo, Concur Expense & Travel, Ariba Buyer, SharePoint, WebEx, Slack. + Excellent written and verbal communication skills. + Flexibility, ability to work effectively in a team, anticipate needs and seeks ways for leader's organization to run efficiently. + Exudes professional maturity. + Bachelor's degree preferred. **Qualifications** Salary Range: $31.49 to $49.28 hourly bonus benefits The above represents the expected hourly pay 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:** Administration **Primary Location:** US-Arizona-Phoenix **Other Locations:** US-Arizona-Phoenix **Schedule** Full-time **Req ID:** 25022898
    $64k-92k yearly est. 4d ago
  • Sales Assistant, Mortgage

    Bank of Oklahoma-Bok Financial Corporation 4.8company rating

    Scottsdale, AZ job

    Req ID: 76256 Location: Scottsdale -SCOTT Areas of Interest: Mortgage, Loan Origination Pay Transparency Salary Range: Not Available Application Deadline: 06/30/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. an Sales Assistant, Mortgage, Loan Officer, Sales, Assistant, Sales Leader, Banking
    $29k-35k yearly est. 6d ago
  • Treasury Management Client Service Specialist

    California Bank & Trust 4.4company rating

    Mesa, AZ job

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. The Treasury Management Operations team has an opportunity for a Treasury Management Client Services Specialist. The role will be located in one of our operations centers located in the western United States - locations are listed below. The ideal candidate will have the skills and experience to: Provide exceptional customer service to Treasury Management clients on a broad range of issues posed by telephone or email. Handle questions or problems related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services. Open a Salesforce case for each client issue, respond in a timely fashion, ensure follow-up is completed within established department expectations and document activity/resolution in the Salesforce case. Work to identify the root cause of errors and escalate issues as appropriate/needed to supervisor. Proactively reach out to clients when issues occur to provide workaround solutions. Work with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, and coordinating updates. Troubleshoot customer issues by conducting research in internal Treasury systems. Qualifications: Working knowledge of treasury and cash management products, procedures, services, accounting, financial and account analysis. Must have good customer service, problem solving and communications skills, both verbal and written. Requires High School diploma, GED or equivalent education and some experience in banking, bank operations and products, accounting or equivalent education and experience. A combination of education and experience may meet job requirements. Ability to work well with clients and team members. Good attention to detail and accuracy. Good organizational and time management skills. Proficient in the use of Microsoft Office products: Word, Excel, and related systems. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits including coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Pay range (depending on location and experience): $17-28/hr Location and Schedule: This position is full-time in office with variable schedule options. The available office locations are: * Chandler, AZ - 1265 S Price Road, Chandler, AZ * Los Angeles, CA - 707 Wilshire Boulevard, Los Angeles CA 90017 Denver, CO - 7222 E Layton Ave, Denver CO 80237 Houston, TX - 1801 Main Street, Houston TX 77002 Midvale, UT - 7860 S Bingham Junction Blvd, Midvale UT 84047 Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $17-28 hourly 6d ago
  • Program Manager - AML Operations Strategy

    Bank of America Corporation 4.7company rating

    Phoenix, AZ job

    About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for overseeing programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include serving as the primary contact to department managers for critical change initiatives and communicating, influencing, and negotiating vertically and horizontally to obtain or leverage resources. Job expectations include delivering regulatory and executive materials and ensuring results align to program strategy, simplification, and new capabilities. The AML Operations Strategist will play a critical role in shaping and executing strategic initiatives to enhance the efficiency, scalability, and regulatory compliance of the organization's Anti-Money Laundering (AML) operations. This role requires a forward-thinking professional with deep knowledge of AML regulations, operational processes, and emerging technologies to drive innovation and continuous improvement. Responsibilities: Defines program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders Works closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives Monitors the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators Analyzes, evaluates, and overcomes program risks, and produces program reports for managers and stakeholders Identifies key requirements for cross-functional teams and external vendors to perform in alignment with the program objectives Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations Develop and implement strategic plans to optimize AML operational functions, including client activity monitoring, screening, and KYC/CDD onboarding and refresh. Identify opportunities for automation, process re-engineering, technology adoption, and communications/training/procedure development to improve efficiency and reduce risk. Document the blueprint for the organization that aligns goals, strategies and initiatives to the strategic plan. Develop control routines to ensure new projects and improvement activities are in alignment with the strategic plan Drive the development of dashboards and KPIs to monitor effectiveness of AML processes and report to senior leadership. Integrate the strategic plan within existing people, process, and technology change functions Leverage data analytics to identify trends, gaps, and opportunities for improving AML controls and operational performance. Collaborate with cross-functional teams to deliver strategic initiatives. Act as a subject matter expert (SME) for AML operations strategy in internal forums Stay abreast of industry trends, regulatory changes, and emerging technologies in AML and financial crime prevention. Required Qualifications: 7+ years in Anti-Money Laundering operations, compliance, or financial crime risk management, with at least 3 years in a strategic or transformation role. Proven track record of leading large-scale process improvement or technology implementation projects. Strong understanding of AML regulations and operational processes. Expertise in data analytics, process optimization, and project management. Excellent communication and stakeholder management skills. Familiarity with AML technology platforms and automation tools. Desired Qualifications: * Bachelor's degree in Business, Finance, Risk Management, or related field (Master's preferred). Skills: Consulting Problem Solving Program Management Project Management Reporting Collaboration Leadership Development Performance Management Presentation Skills Issue Management Oral Communications Process Design Process Performance Management Strategic Thinking Analytical Problem-Solving Change Management Leadership and Influence Regulatory Acumen Shift: 1st shift (United States of America) Hours Per Week: 40
    $80k-107k yearly est. 6d ago
  • Tax Experienced Senior, Core Tax Services

    BDO Global 4.8company rating

    Phoenix, AZ job

    A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, the Tax Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties: Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM") Manages projects by planning the tax process and the procedures to be performed with quality Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues Meets internal deadlines to match the client expectations for timely delivery of service Identifies book-to-tax differences Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity Research * Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis * Applies most Firm and professional standards for preparation of WTA and tax returns ASC 740 (FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48 Prepares provision workpapers and discusses with the appropriate team members Identifies and discusses uncertain positions with team members Reviews & prepares footnote disclosures in compliance with ASC 740 Utilizes and manages STS Drafts tax provision memorandums Communicates with Assurance counterparts to timely plan tax accrual reviews Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Identifies consulting opportunities to reduce client's tax liability Provides efficient and effective support for client consulting projects Gathers relevant information for controversy work, efficiently and effectively Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom Strategy Development * Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits * May be required to prepare studies of tax implications and offers clients alternative courses of action Other duties as required Supervisory Responsibilities: May supervise and manage the day-to-day work assignments of Core Tax Services Associates Provides verbal and written performance feedback to Core Tax Associates, as necessary Acts as mentor to Core Tax Services Associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification required (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required * Master's in accountancy or taxation, preferred Experience: Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred Industry expertise in one or more tax specialty, preferred Prior basic supervisory experience, preferred License/Certifications: * CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), preferred * Possession of other professional degrees or certifications applicable to role, preferred Software: * Proficient with the Microsoft Office Suite, preferred * Experience with tax research databases and tax compliance process software, preferred Language: * N/A Other Knowledge, Skills & Abilities: Solid verbal and written communication skills Able to follow instructions as directed by members of Tax Team Able to prepare simple tax returns Takes appropriate actions without being asked Seeks advice of appropriate superiors regarding issues, problems related to compliance Ability to effectively delegate work as needed Trains other team members Strong analytical, research and critical thinking skills Able to work well in a team environment
    $68k-97k yearly est. 6d ago
  • Chief Financial Officer

    Hedge Fund Company 4.3company rating

    Scottsdale, AZ job

    The ideal candidate will have expertise in EOS (Entrepreneurial Operating System) Must have extensive experience in the Capital Markets, specifically Alternative Investments, Preferably Litigation Finance, law Firm Management. Position Summary In addition to handling the oversight of all accounting needs and M&A activity, the CFO / Integrator is responsible for translating the company's vision into day-to-day execution, driving operational excellence, and ensuring all departments work in alignment toward strategic objectives. Acting as the key right-hand to the CEO/Visionary, the CFO/Integrator harmonizes leadership teams, manages cross-functional priorities, and ensures consistent, scalable growth. Work from Work: This role will be done from the offices in Scottsdale, AZ Key Responsibilities 1. Strategic & Operational Leadership Partner with the CEO/Visionary to develop and execute the company's strategic plan. Translate high-level vision and objectives into measurable operational goals and initiatives. Oversee all day-to-day business operations, ensuring efficiency, profitability, and quality. 2. Organizational Integration Align and unify all departments (sales, marketing, finance, operations, HR, legal) around core goals. Drive accountability by establishing KPIs, metrics, and scorecards across the organization. Identify and remove roadblocks that hinder performance or growth. 3. Financial Oversight Provide finance leadership on budgeting, forecasting, M&A and P&L management. Ensure optimal allocation of resources to meet both short-term and long-term objectives. 4. Team Development & Leadership Lead, coach, and develop department heads to build high-performing teams. Maintain a culture of accountability, transparency, and operational discipline. Support talent acquisition, retention, and succession planning. 5. Process & Systems Optimization Establish and refine scalable processes, workflows, and systems. Ensure technology and infrastructure meet the needs of the growing business. Champion continuous improvement initiatives and operational best practices. Qualifications 10+ years of progressive leadership experience, ideally in high-growth or entrepreneurial environments. Proven track record of integrating multiple business functions and delivering results. Strong financial acumen, with experience managing budgets and driving profitability. Excellent leadership, communication, and interpersonal skills. Highly organized, with the ability to prioritize and manage multiple initiatives simultaneously. Experience with EOS or similar strategic operating frameworks strongly preferred. Key Competencies Strategic thinker with a bias for execution Problem-solving and decision-making under pressure Data-driven management approach Ability to build trust and foster collaboration across departments Resilient, adaptable, and solutions-focused Compensation: Base Pay + equity in an established company with $4 million+ in annual revenue
    $82k-136k yearly est. 3d ago
  • Analyst-Compliance Termination of Accounts

    American Express 4.8company rating

    Phoenix, AZ job

    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. Global Financial Crimes Surveillance Unit (GFCSU) and the US Investigations Unit (USIU) are part of the broader Global Risk & Compliance organization, operating within Global Financial Crimes Compliance (GFCC). Together, they provide end-to-end oversight and support of global financial crimes investigations. In partnership with GFCC, GFCSU and USIU develop and implement transaction monitoring rules, reports, and other tools to detect potential criminal activity. They investigate suspicious financial behavior and, when necessary, file Suspicious Activity Reports (SARs) with the Financial Crimes Enforcement Network (FinCEN) or refer cases to internal compliance partners for global reporting. These teams also manage risk related to politically exposed persons (PEPs) through sanctions screening and enhanced due diligence processes, as well as improper payments that may signal bribery, corruption, or other illicit conduct. GFCSU and USIU play a vital role in ensuring compliance with key regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and the Foreign Corrupt Practices Act. They also support law enforcement by providing critical information to combat money laundering, terrorist financing, credit card fraud, identity theft, and other financial crimes. The Termination of Accounts (TA) team is responsible for evaluating customer relationships for termination and/or prevention of future accounts, due to money laundering, reputational risk, and/or other relevant factors. **Job Responsibilities:** + The TA Analyst will be responsible for analyzing referrals to the TA team related to instances of potential money laundering activity and/or suspicious financial activity across multiple jurisdictions and countries, utilizing a wide variety of research and analytical tools. + Conduct time-sensitive and thorough account reviews to make recommendations regarding account terminations and the prohibition of customers from establishing new American Express relationships + Build strong relationships with strategic partners, internal GFCC colleagues and TA team members to ensure effective coordination of significant case reviews and TA reviews + Produce well-written reports detailing and analyzing potentially suspicious activity and, when appropriate, collaborate with GFCC leadership on account termination decisions + Demonstrate excellent verbal and written communication skills; a keen attention to detail in writing and analysis; proven analytical and problem-solving skills; and an ability to manage multiple varied projects simultaneously **Minimum Qualifications:** + Minimum of two years of professional experience in the legal, audit, investigations, compliance, or financial services, with demonstrated responsibility in research, analysis, or risk related work. + Proficiency in Microsoft Excel, Microsoft Word, and internet-based research + Strong written and verbal communication skills, with proven ability to analyze and present complex information clearly + Strong analytical skillset with keen attention to detail while handling confidential and complex work. + Proven ability to manage multiple priorities, meet tight deadlines, and collaborate effectively in a team-oriented environment. **Preferred Qualifications:** + Bachelor's degree in a relevant field such as a Criminal Justice, Finance, Accounting, Statistics, Journalism, or a related discipline. + Detailed knowledge and understanding of American Express SAR filing requirements and AML investigations + Flexibility and adaptability in navigating evolving regulations and compliance requirements + Certified Anti-Money Laundering Specialist (CAMS) or similar industry recognized credentials **Qualifications** Salary Range: $65,500.00 to $102,500.00 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:** Compliance **Primary Location:** US-Arizona-Phoenix **Other Locations:** US-Utah-Sandy, US-Florida-Sunrise **Schedule** Full-time **Req ID:** 26000674
    $65.5k-102.5k yearly 6d ago
  • Bilingual Client Support Manager

    Goodleap 4.6company rating

    Arizona job

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Bilingual Client Support Manager works with installers on our platform to ensure we're delivering the best customer experience possible. The CSM will leverage “Big Data“ to identify areas of improvement with their Installers and collectively work together on improving the customer experience. Additional duties such as Installer audits and pipeline management help to ensure customer expectations and GoodLeap standards are being met. We strive to be a reliable and trustworthy ally that always delivers for both our customers and installers. Focusing on improving the customer experience and being a dependable teammate helps us live out our mantra of “finance made friendly“.Essential Job Duties and Responsibilities Provide our customers with world-class customer service. Help resolve questions or concerns. Strategically partner with installers on ways to improve the customer experience. Be a supportive and collaborative partner our installers can rely on. Effectively manage a pipeline of projects to completion Conduct collaborative investigations into possible fraudulent or suspicious activities Analyze data and spot trends Conduct monthly partner due diligence checks Required Skills, Knowledge and Abilities Strong ability to multi-task Ability to work independently Effectively interact with high profile partners Excellent written and verbal communication skills Knowledge in solar, mortgage and finance Ability to manage projects from start to finish Diligent record keeping Superior customer service skills Proficient with Excel and analyzing data Bilingual in Spanish required Compensation: $22/hr Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI.
    $22 hourly Auto-Apply 20d ago
  • Relationship Banker - Phoenix West - bilingual Spanish required

    Bank of America 4.7company rating

    Phoenix, AZ job

    Phoenix, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $26k-31k yearly est. 8d ago
  • Director-Compliance

    American Express 4.8company rating

    Phoenix, AZ job

    This role will play a critical leadership position within the U.S. Commercial Compliance team supporting the U.S. Corporate Card Programs including vPayment, Business Travel Account, Expense Management & Travel Partnerships, @Work, Corporate Account Setup and Spend Enablement, as well as the U.S. issued Global Dollar Card. This person will provide strategic compliance oversight and effective challenge to ensure business strategies and initiatives are compliant with applicable laws, rules and regulations for Corporate commercial products, capabilities and offerings. The compliance efforts for this position will have a particular focus on product development, marketing strategies, risk management initiatives, rewards and benefits, and customer communications. **Job responsibilities include:** + Provide effective challenge over business processes and controls aimed to mitigate risk and ensure compliance with regulatory and policy requirements. + Effectively inform on the development and implementation of policy and regulatory requirements in the areas of UDAP, general card practices, general banking, and other relevant federal, state and local regulations. + Play a critical role within each of the Compliance program elements of the Compliance Target Operating Model, covering BU support functions. + Oversee and effectively challenge on applicable regulations and policies, monitor performance and emerging risks to assess the efficacy of mitigating controls, procedures and practices within the business. + Collaborate with key compliance subject matter experts as well as partners across the Enterprise, such as the General Counsel's Organization, Audit and Operational Excellence groups. **Qualifications** + Deep regulatory knowledge of the financial regulations applicable to U.S. corporate card products including UDAP. + Prior credit card industry, compliance, legal or risk experience is a plus. + Strong relationship and leadership skills with proven ability to communicate and collaborate effectively at all levels of the organization. + Ability to exercise good judgment in the development and pursuit of compliant solutions. + Prior experience of leading and developing high performing teams is a plus. + Excellent written, verbal, research, analytical, and interpersonal skills. + Strong project management skills, ability to lead multiple projects and support multiple priorities simultaneously. + Demonstrated ability to make decisions independently, work well under pressure, meet deadlines and adapt easily to frequent change. + Bachelor's degree required; advanced degree preferred. **Qualifications** Salary Range: $123,000.00 to $215,250.00 annually bonus equity (if applicable) 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:** Compliance **Primary Location:** US-New York-New York **Other Locations:** US-Utah-Sandy, US-Arizona-Phoenix, US-Florida-Sunrise **Schedule** Full-time **Req ID:** 26000641
    $123k-215.3k yearly 6d ago
  • Associate

    Launch 3.0company rating

    Scottsdale, AZ job

    As the leader in real estate financial consulting, Launch - Development Finance Advisors is committed to delivering innovative solutions which redefine industry standards. We are seeking a hard-working and highly motivated Associate Consultant to join our growing team. In this role, you will gain hands-on experience in real estate finance and development, working closely with our Senior Associates, Managers, and Principals to help run consulting engagements. From day one, you will assume a pivotal role in our team by identifying informational sources, assembling and analyzing data, executing analysis, and presenting your findings to colleagues, supervisors, and clients. You will be responsible for researching various development projects, development costs, jurisdictional policies, competitive development projects and legal documents - all of which will become the basis for the team's strategic recommendations. Job Responsibilities Assist in research and preparation of financial analysis associated with residential master planned communities Assist in preparing financial impact studies Prepare special district financing applications Prepare pro-forma cash flows Support senior management Required Skills Strong academic background - finance, real estate, accounting, or mathematics background preferred Proficiency in Microsoft Office365 (Excel, Word, PowerPoint, Teams, Outlook) Solid modeling skills with advanced Excel skills Analytical mindset with high attention to detail Strong written and verbal communication skills with the ability to present strategies and business decisions clearly and concisely Ability to manage internal and external relationships Interest in working collaboratively with the public sector Benefits Salary Range: $60/hour Independent Contractor (1099) About Us Launch Development Finance Advisors is a transaction-based real estate consulting firm specializing in the financing of public infrastructure. We are the one-stop-shop to take the financing of public infrastructure from the planning stage to the final reimbursement request. Our sole purpose is to assist the private sector in financing public improvements through reducing costs and mitigating development risks. All of Launch's professional services and unique processes are designed to achieve these goals for our clients, making their lives easier.
    $60 hourly 1d ago
  • Tax Technical Manager - Phoenix

    Beachfleischman 3.4company rating

    Beachfleischman job in Phoenix, AZ

    Our team is growing! We are seeking a proactive and self-motivated Tax Technical Manager to join our Tax team. BeachFleischman is Arizona's largest locally-owned public accounting firm and one of the Top 200 largest CPA firms in the United States. With offices in Las Vegas, Nevada, as well as Nogales, Phoenix, and Tucson, Arizona, we provide comprehensive accounting, assurance, tax, and advisory services domestic and international businesses, organizations, and entrepreneurs. Position Overview The Tax Technical Manager will lead internal processes, deliver technical expertise, and provide critical guidance and support to staff and leadership. This primarily internal-facing role requires a high level of detail orientation, the ability to manage and deliver staff feedback, and a commitment to staying current with tax regulations and strategies. As a technical leader, you will collaborate with Tax Relationship Managers, mentor staff, and ensure seamless processes while contributing as a subject matter expert on complex tax issues. Essential Duties and Responsibilities Communicate with existing clients via email, telephone and video calls and meetings. Actively manage existing client relationships. Assist Tax Relationship Managers with managing client relationships. Support revenue growth opportunities within existing client relationships. Communicate effectively with Tax Relationship Managers and staff on technical matters. Monitor key due dates and support internal processes as part of an "in-charge" role. Actively mentor and coach staff to foster professional growth. Deliver technical CPE (Continuing Professional Education) to develop internal expertise. Provide frequent feedback to staff and assist in internal process improvements. Represent the firm by participating in committees and contributing to internal initiatives. Serve as a resource for tax-related software and tools. Act as the firm's technical expert in specific areas, including a minimum of 15 hours/month dedicated to technical reading and skill development. Develop and implement tax strategies while problem-solving complex technical issues. Stay current with technical regulations and industry updates, sharing insights firm-wide. Knowledge, Skills and Abilities Demonstrate strategic problem-solving abilities and identify technical issues outside of core expertise. Stay proactive in understanding emerging trends in taxation and the business environment. Qualifications CPA required. Bachelor's degree in Accounting or equivalent degree as determined by the management committee, required. Master's degree in Accounting or Taxation preferred. 6 to 9 years of experience in public accounting. Current and in-depth knowledge of relevant tax laws, rules and regulations. Ability to analyze financial and tax data, tax research, and legal documents to provide guidance and recommendations. Proven experience in internal client and project management. Strong leadership, communication, and problem-solving skills. Ability to engage with clients and teams both professionally and confidently. Passion for supporting staff in technical skill development. We proudly offer competitive compensation, a comprehensive benefits package that supports your overall well-being, career development opportunities, and much more. Learn more by visiting our Careers Page.
    $87k-115k yearly est. 3d ago
  • Document Administrator II

    Bank of America 4.7company rating

    Phoenix, AZ job

    Phoenix, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **:** This job is responsible for preparing and reviewing documentation in accordance with bank policies and procedures to facilitate closings with the client. Key responsibilities include working on routine to more complex documentation as assigned by the Market Leader or designee and interfacing working with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy. Job expectations include maintaining accuracy of documentation and system of record financial data, delivering documents in a timely manner, and eliminating controllable rework. **LOB Specific Job Description:** The Document Administrator II for the Fulfillment Team will serve as the Business Banking "Loan Closing Coordinator" from a due diligence and documentation standpoint. The Document Administrator works with various business partners (clients, sales, credit underwriting, legal, and operations) to collect, review, and complete due diligence such as Insurance, UCC, Good Standing, Title, Collateral, etc. to ensure the loan documentation package is prepared correctly and ready to close on time for the client. Key responsibilities include documenting new facilities, amending existing facilities, and managing the closing process/due diligence requirements of commercial credit policy once engaged to Fulfillment. Effective communication and collaboration in the office with business partners, peers, and third-party vendors is essential to foster a cohesive environment. **Responsibilities:** + Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner + Reviews documentation, performs due diligence and collateral perfection, and monitors loan documentation for a specific market segment + Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework + Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements + Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding + Works closely with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions **Required Qualifications:** + Prior experience in preparing or reviewing legal loan documentation + Demonstrated history of employing excellent communication skills both written and verbal and acts with urgency + Demonstrated ability to professionally handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment is a necessity + Strong working knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and OneNote) + Strong organizational skills with time management, and ability to manage multiple priorities under tight deadlines + Commitment to excellent internal and external customer service + Motivated, solution driven and creative thinker + Adapts and embraces change in technology, changes in policies and procedures + Demonstrates the ability to lead and fosters teamwork and change **Desired Qualifications:** + College Degree preferred + Working knowledge of LoanIQ, HotDocs, and Credit Center + Commercial real estate loan experience + Paralegal experience is beneficial + Comprehension of commercial credit operations + Desire the commitment to take on leadership responsibilities and grow within the role **Skills:** + Attention to Detail + Customer and Client Focus + Data Collection and Entry + Due Diligence + Prioritization + Adaptability + Business Acumen + Oral Communications + Written Communications + Research **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $72k-100k yearly est. 6d ago
  • Technology Support III - Production Management, Issues Management

    Jpmorganchase 4.8company rating

    Tempe, AZ job

    Propel operational success with your expertise in technology support and a commitment to continuous improvement. As a Technology Support III team member in Commerical & Investment Bank - Production Management team, you will ensure the operational stability, availability, and performance of our production application flows. Encourage a culture of continuous improvement as you troubleshoot, maintain, identify, escalate, and resolve production service interruptions for all internally and externally developed systems, leading to a seamless user experience. Job Responsibilities: Serve as a Senior SME within the Issues Management Team Ensure timely and accurate resolution of production issues. This requires you to conduct research, identify and coordinate work activity between stakeholders in a matrix organization and manage the lifecycle of the issue until resolved Effectively communicate root cause analysis of issues to internal and external stakeholders as directed Builds and maintains strong relationships with JPMC business partners and technology teams to identify process improvement opportunities Collaborates with JPMC business partners and technology teams to understand application functions and related downstream processing components Leads and ensures assigned project activities are completed within established timelines Required qualifications,capabilities and skills: 3+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services Bachelor's degree or minimum 7+ years or relevant experience in performing complex research, troubleshooting, resolving and writing Advanced SQL queries Demonstrated strong technical skills, business acumen related to data management, performing complex research and Merchant Services payments processing Experience with SQL, Oracle Database, AWS Cloud, AWS Snowflake, Splunk, Unix and Linux Commands Excellent communication skills, organizational, time management skills and client facing experience Ability to work independently with minimal supervision as well as collaborate within a group Experience with incident management, production support and problem management processes Experience with Large Language Models (LLM) and experience in automation Preferred qualifications, capabilities and skills: Ability to influence and lead technical conversations with other resolver groups as directed Executive Presence including summarizing, recommending and presenting issues as well as solutions to Senior Managers and Executive Leadership as requested Able to influence internal stakeholders and peers and spearhead process improvement initiatives within Production Management Collaborates with Application Management and Development teams to understand application functions and related downstream processing components
    $54k-79k yearly est. Auto-Apply 49d ago
  • Collections Specialist - Advanced Collections Mitigation Unit (ACMU)

    American Express 4.8company rating

    Phoenix, AZ job

    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. How will you make an impact in this role? Responsible for contacting clients with overdue accounts to secure the settlement of the account. Also, they do preventive work to avoid future overdue with accounts that have a high exposure. Job Responsibilities: Collect delinquent balances on Small Business and Consumer accounts. The portfolio consists of both cancelled relationships and high-risk customers. You will be responsible for owning your own client portfolio. You will need to utilize skip tracing to locate and communicate with your clients. Typically, you will be handling the following call types: advising of account status, consequences, and offering payment solutions, as well as reducing day's delinquent and preventing call and account escalations. Maintain high level of integrity and compliance while working with customer information Minimum Qualifications: Computer literate, able to navigate through multiple computer systems and applications simultaneously, with speed and accuracy. Natural communicator who can demonstrate active listening skills and adapt conversation to suit the situation and the Card Member's communication style. Resilience is needed to efficiently manage a diverse client list, while balancing performance to meet a variety of metrics. Excellent negotiation, analytical, and decision-making skills, with strong attention to detail and the ability to be assertive while adhering to American Express policies and procedures A capacity to learn, willingness to try new things, flexibility to incorporate feedback and agility through change and difficult situations. Experience managing your own client portfolio Excellent written and verbal communication skills Bi-Lingual spanish speaking a plus High School Diploma or GED Preferred Qualifications: Knowledge of Fair Debit Collection Practice Act and laws Skip tracing experience Minimum 3 years of recent collections experience or 3 years of sales experience with some collections experience Commercial collections experience Experience with Risk initiatives as they pertain to client level dunning Call center experience Ability to work independently, while still being a team player within the structured service center environment. Additional Requirements: Flexibility to work Monday-Friday 5:00am-16:00 Hybrid Environment- Need to be able to work in the office a minimum of 3 days a week. Location: 18850 N 56th St. Phoenix, AZ 85054 Salary Range: $20.00 to $24.00 hourly + bonus + benefits The above represents the expected hourly pay 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 U.S. is required as the company will not pursue visa sponsorship for these positions.
    $20-24 hourly 6d ago
  • Tax Associate - Phoenix

    Beachfleischman 3.4company rating

    Beachfleischman job in Phoenix, AZ

    Job Description Our team is growing! We are seeking a proactive and self-motivated Tax Associate to join our Tax team. BeachFleischman is Arizona's largest locally-owned public accounting firm and one of the Top 200 largest CPA firms in the United States. With offices in Las Vegas, Nevada, as well as Nogales, Phoenix, and Tucson, Arizona, we provide comprehensive accounting, assurance, tax, and advisory services domestic and international businesses, organizations, and entrepreneurs. Position Overview The Tax Department Associate completes basic level corporate, individual, partnership and fiduciary tax returns. Under the supervision of a CPA, Associates are expected to exercise independent judgment and discretion when preparing tax returns based on their knowledge of accounting rules. Essential Duties and Responsibilities Preparation of basic level corporate, individual, partnership, fiduciary and other tax returns, including researching and analyzing tax issues for clients Learns understands, and applies the rules, requirements, and code of conduct of the AICPA, and the authoritative literature established by the FASB and GASB Obtains a working knowledge of tax and accounting research techniques and the various research sources, and performs research utilizing those techniques Provides assistance to senior accounting staff Performs other tax/accounting services and duties as assigned Knowledge, Skills and Abilities Ability to learn complex tax software systems Must have strong communication, organizational and analytical skills Qualifications Bachelor's Degree in Accounting, or equivalent degree as determined by the management committee, required Master's Degree in Accounting or Taxation preferred 150 credit hours with 30 upper division accounting credits preferred 0 to 3 years experience in public accounting CPA-eligible, or has a progressive plan toward passing the CPA exam We proudly offer competitive compensation, a comprehensive benefits package that supports your overall well-being, career development opportunities, and much more. Learn more by visiting our Careers Page.
    $53k-70k yearly est. 3d ago
  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Tempe, AZ job

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $65k-113k yearly est. Easy Apply 60d+ ago
  • Engineering Support Specialist I

    Honeywell 4.5company rating

    Tempe, AZ job

    In this role, you will impact the success of our engineering operations by delivering high-quality support services, resolving technical issues, and contributing to continuous improvement initiatives. At Honeywell, our people leaders play a critical role in developing and supporting our employees to help them perform at their best and drive change across the company. Help to build a strong, diverse team by recruiting talent, identifying, and developing successors, driving retention and engagement, and fostering an inclusive culture. **Key Responsibilities** + Help our procurement team with placing orders + Assist in keeping records of our bill of materials requests + The position will multitask with our electrical services team in part order and researching parts. + Collaborate with cross-functional teams to ensure successful project execution and support. **YOU MUST HAVE** + High Diploma + Minimum of 2 years of experience in engineering support or related roles. + Strong technical knowledge and understanding of engineering principles. + Proficiency in using engineering tools and software relevant to the role. **WE VALUE** + Advanced Engineering degrees such as EE (Electrical Engineering) or ME (Mechanical Engineering). + Experience in project management and execution. + Strong analytical and problem-solving abilities. + Ability to work effectively in a team-oriented environment. **ABOUT HONEYWELL** Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical demands around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company dedicated 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. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, care or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. **BENEFITS OF WORKING FOR HONEYWELL** In addition to a performance-driven salary, cutting-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 Paid Holidays. For more information visit: Benefits At a Glance | Honeywell Benefits (**************************************************** 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. **Job Posting Date: January 20, 2026** **U.S. PERSON REQUIREMENTS** Due to compliance with U.S. export control laws and regulations, candidate must be a U.S. citizen, U.S. permanent resident, or have asylum or refugee status in the U.S. 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.
    $56k-85k yearly est. 6d ago

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