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Senior Associate jobs at Boulay - 45 jobs

  • Financial Due Diligence Senior Associate

    Boulay 3.6company rating

    Senior associate job at Boulay

    We are currently seeking a talented and driven professional to join our Transaction Group. The Financial Due Diligence Senior Associate will be key in helping our clients understand, analyze, and respond to various business opportunities and challenges including, buy and sell-side due diligence, working capital consulting, and purchase price accounting. You will work directly with client executives along with leaders of our Transaction team. You will be key in helping our clients understand, analyze, and respond to various business opportunities and challenges. With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones. We want to help you build a career fit for your life. If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you. Responsibilities: Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of deal structuring alternatives Manage and work on multiple projects of varying size and complexity related to due diligence and consulting for business owners, private equity groups, search funds, and family offices Develop detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings,working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate ourvalue proposition Responsible for engagement management, including preparing and presenting accounting findings and concepts Possess the ability to review and provide feedback regarding project reports prepared by engagement team members Ensure that “best practices” are developed and used within the Transaction Group, including policies, processes, and tools Requirements Bachelor's degree in Finance, Economics, Accounting or related business degree Minimum of 2 busy seasons of assurance (Audit, Review, Compilation) experience Strong knowledge of generally accepted accounting principles (GAAP) Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, toward the successful completion of a project Ability to be a self-starter and be confident when interacting with clients Strong business development mindset: relationship management skills and the ability to influence/negotiate deals Proficiency with Microsoft Office, particularly Excel and PowerPoint Ability to creatively solve problems and analyze client data Strong interpersonal skills, a team-based attitude, and a desire to collaborate Preferred: CPA or equivalent. The annual salary range for this position is: $78,000 - $110,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more. Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at **********************. Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success. Benefits 401(k) Dental insurance Disability insurance Employee assistance program Flexible schedule Health insurance Life insurance Paid time off Parental leave Tuition reimbursement Vision insurance
    $78k-110k yearly Auto-Apply 60d+ ago
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  • Audit Manager (Quality Review)

    Boulay 3.6company rating

    Senior associate job at Boulay

    Boulay is currently looking for an Audit Manager (Quality Review) who will be responsible for managing technical accounting and auditing research to ensure audits and assurance engagements are performed in accordance with GAAS, PCAOB, GAAP, and other relevant standards, reviewing financial statements, assisting in the resolution of complex issues, mentoring staff on technical audit and accounting issues, and assisting with the PCAOB, Peer, and internal review processes. This position is also responsible for continuous improvements of quality control in all services and minimizing the firm's risk. Essential Functions and Responsibilities: To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation. Review financial statements of private company clients, as well as SEC issuer filings for compliance with professional and Firm standards, with subsequent engagement team interaction Function as a Firm resource on the research of technical issues involving complex accounting, auditing, SEC, and PCAOB matters Review workpapers and complex accounting transactions for adherence to the applicable accounting and assurance standards Create and implement specific proactive Firm-wide policies and concepts that continuously improve the quality of our audit and assurance practice Assist in the planning and execution of both continuous documented monitoring of the quality of our audit and assurance practice and our tri-annual Peer Review, as well as the inspection of our practice performed by the Public Company Accounting Oversight Board Advise internal (and external) clients regarding existing or potential financial reporting or auditing issues Review (existing and proposed) client services, programs, and practice areas for potential risk exposure and/or risk minimization programs Requirements Bachelor's Degree in Accounting, Finance, or related field 6+ years of progressively challenging Public Accounting experience CPA Licensure Excellent current technical GAAP, GAAS, PCAOB and SEC knowledge; possession of current CPE reflecting up-to-date technical knowledge. Ability to research complex accounting and auditing issues, including GAAP, GAAS, PCAOB and SEC Knowledge of independence standards, advanced auditing approaches, and quality control standards of the AICPA Strong knowledge of generally accepted accounting principles (GAAP) The annual salary range for this position is: $110,000 - $165,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more. Benefits 401(k) Dental insurance Disability insurance Employee assistance program Flexible schedule Health insurance Life insurance Paid time off Parental leave Tuition reimbursement Vision insurance Work from home
    $110k-165k yearly Auto-Apply 60d+ ago
  • Senior Associate, Private Equity Real Estate - Drive Deals

    Thrivent Financial 4.4company rating

    Minneapolis, MN jobs

    A leading financial services organization in Minneapolis is seeking a Senior Associate in private equity real estate. This role requires a bachelor's degree and at least four years of experience in commercial real estate. The associate will manage investment performance monitoring, support deal teams, and prepare materials for investment committees. The organization offers competitive salary and extensive benefits including health insurance, retirement plans, and generous paid time off. #J-18808-Ljbffr
    $70k-104k yearly est. 5d ago
  • Sr. Associate, Wealth Management (Hybrid)

    NFP 4.3company rating

    Plymouth, MN jobs

    Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary of the Role: Senior Associate works directly with Advisors and the Wealth Management Team to assist with the asset management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation. Essential Duties and Responsibilities: Provide support to Advisors in all areas of financial planning Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.) Create proposals for prospective clients Create and/or update financial plans for clients Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately Attend client meetings and manage/complete all meeting follow-up activities Liaise with client's attorneys and accountants as needed Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed Assist with client data consolidation and maintenance as needed Assist with special projects as required Knowledge, Skills and/or Abilities: Excellent interpersonal skills demonstrated in communications with both external and internal clients Ability to work independently and in a team setting Ability to anticipate and meet client and team needs Demonstration of project management and consulting skills Demonstration of a commitment to accuracy by delivering high quality work Effective time management and decision-making skills Ability to express ideas clearly in both written and oral communications Proficiency in Microsoft Office; experience with any CRM, portfolio management or financial planning software is a plus Understanding of basic investment principals and knowledge Education and/or Experience: Four-year College Degree. Minimum of 5 years of financial service experience preferred Certificates, Licenses, Registration: Securities Registration required Completed or pursuing CFP , CFA or Other Professional Designation What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $65,000 to $90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.
    $65k-90k yearly 60d+ ago
  • Member Relations Sr Associate, Concierge - Velocity Black (Remote)

    Capital One 4.7company rating

    Saint Paul, MN jobs

    Velocity Black, a Capital One company, harnesses the power of artificial intelligence, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. Its concierge, reimagined for the digital age. By harnessing 24/7 chat, AI, and mobile payments, we help our customers do more and be more in the digital age. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts. Make a custom request through the app and you will be chatting to our team instantly, 24/7/365. What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. Velocity Black is looking for a Sr Associate to join our Member Relations team. The core responsibility of the Member Relations Sr Associate is leading the efforts of driving toward our core KPIs, including a successful service experience and a strong renewal rate. **In this role you will:** + Daily monitoring membership workflows and ensuring timely and quality responses to member inquiries + Maintain the tracking and analysis of renewals and associated KPI's + Strong communication with members via phone, chat and email channels + Work closely with the product team to support and identify the need for internal systems and process automations, in addition to escalating internal and member facing bugs + Maintain and execute well-managed requirements, with clear knowledge of membership policies + Act as a liaison between members and internal teams, and regularly share feedback and trends to influence operations and strategy as it pertains to member satisfaction + Assist Vertical Leads in developing member retention communications and strategies + Act as an ambassador and proudly deliver on our promises to members by providing world-class service + Demonstrate ability to grow into the high talent bar, with a clear interest in professional development + Oversee the daily management of the crm database infrastructure and perform regular membership audits, ensuring accurate data inputs and timely off-boarding **The ideal candidate will have:** + General understanding of luxury market and experience working with high net worth individuals + Excellent time management skills + Strong relationship building and negotiation skills + Adaptability and multitasking + 'Yes first' mentality + Strong communication skills, including written and verbal + Extremely strong attention to detail + Entrepreneurial, problem-solving attitude + Excellent, clear and effective verbal and written communication skills + Experience in a collaborative and transparent environment + Ability to work in high-pressure environment with tight deadlines **Basic Qualifications:** + Bachelor's degree or Military Experience + At least 2 years experience working in client facing roles + At least 1 year of process or project management experience in an agency, startup, or corporate setting or at least 1 year of experience in the financial services industry **Preferred Qualifications:** + 3+ years experience working in client facing roles + 2+ years of process or project management experience in an agency, startup, or corporate setting + 2+ years of experience in financial services industry + Experience with Google Suite products **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $87,700 - $100,100 for Sr. Assoc, Client Development Richmond, VA: $87,700 - $100,100 for Sr. Assoc, Client Development Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $87.7k-100.1k yearly 21d ago
  • Senior Associate, Capital One Concierge, Delivery Lead - Velocity Black (Remote)

    Capital One 4.7company rating

    Saint Paul, MN jobs

    This is your opportunity to join Capital One's new, luxury vertical: Velocity Black. Within Capital One, the Velocity Black team is a leading digital concierge company that delivers travel, entertainment, shopping and dining offerings to consumers globally. Velocity Black has built a unique customer experience - its proprietary platform offers inspiration, recommendations and fulfillment in one place, making it an integral part of customers' lives. The Product team reimagines the status quo and drives innovative, sustainable experiences through technology. As the Delivery Lead, you will leverage your strong organizational, communication, teamwork, and problem solving skills to deliver on highly strategic initiatives in close partnership with our Product Managers and BAs. You will also work cross functionally with our partner teams, including: Tech, Design, Marketing, Risk, Legal, and partners across Premium to bring our innovative features to market and manage large-scale marketing and product rollouts. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. **What You'll Do:** + **Ultimate Answer:** Be the team member that can/will do whatever it takes to effectively remove blockers, move the program forward, and deliver value for customers and the business + **Coordination of execution:** Develop & maintain delivery execution plans. Track progress against timelines, risks to delivery. Be 'in-the-know' side by side with product, tech, design, marketing, and well managed conversations across teams to connect the dots and ensure things do not fall through the cracks. + **Dependency mapping, tracking, and resolution:** Develop & maintain dependency maps. Coordinate timelines w/ dependent teams independently. This may be across tech, product, design, marketing lane & well-managed partners. Be the 'quarterback of delivery' of the piece of intent once it is defined. + **Stakeholder management:** Have a constant pulse of the current state of affairs for their scope. Independently connect with relevant stakeholders to set expectations, problem solve issues, remove blockers, etc. Lead delivery prep meetings across our team and stakeholders , develop launch materials, and develop GNG materials. + **Status Tracking & Reporting:** Be able to both create & distribute systemized status reporting on delivery progress to Product & Tech LT, and also provide ad-hoc updates on specific areas of interest as needed. + **Steward of documentation:** Create structure for defining, executing, and maintaining system documentation that can be used to assist with onboarding, federation & contribution models, and intent launch plans. + **Steward of well-managed processes:** Track & champion well managed processes for both tech efforts as well as gathering, storing, & organizing documentation for well-managed partners (legal, risk, compliance). + **Testing Planning & Support:** Be comfortable working hands on with product & tech to execute test scenarios and provide lift for the dev & product teams. Own the testing documentation, ensuring necessary inputs are provided by SMEs, and keeping our team and partners on track to complete testing ahead of launches. **As the Delivery Lead, you will need:** + Exceptional communication and collaboration skills - organizing & facilitating meetings, distributing follow-ups, developing decks, etc. + Excellent problem solving and influencing skills, and the ability to cut through ambiguity to bring sense and structure to a problem and define the path forward + A quantitative approach to problem solving and a collaborative approach to implement holistic solutions; a systems thinker + A deep focus on execution, follow-through, accountability, and results, with a forward-lean on taking proactive ownership + Exceptional cross-team collaboration; able to work across different functions, organizations, and reporting boundaries to get the job done. + Exceptional organizational and documentation skills, with the ability to create structure from scratch and clearly document and communicate that structure to team and partners + A strong technical background (ideally building highly scalable platforms, products, or services) with the ability to proactively identify and mitigate technical risks throughout delivery life-cycle + The ability to simplify the technically complex and drive well-educated decisions across product, analyst, engineering, design, marketing, and external partner representatives + To have highly tuned emotional intelligence, be a good listener, and have deep seated empathy for teams and partners **We want you if you are:** + **Self-Starter:** Willing & able to create repeatable processes that simplify execution and insert themselves into work streams to autonomously find ways to deliver value to the broader group. + **Team Player:** Able to build strong relationships with both tech & product partners to work cross-functionally. Has a lean-in attitude and is willing to reach out to partners autonomously to get the team answers as needed (both within & adjacent to Concierge). + **Systems Thinker:** Able to connect the dots between how different technology systems work together to add value. Comfortable working cross-functionally across different teams. + **Communicator:** A strong communicator that can inform stakeholders up through VP on status, progress, & impediments. Capable of communicating with business, technology, design, and marketing leaders. Strong written & verbal communication is paramount. + **Comfortable with technology:** Understands the basic building blocks of tech systems and to be able to converse with both PdMs & Tech Leads about how different components fit together. + **Organizer:** This associate should be one of the most organized on the team, so much so that they can build processes / tools that help the collective be more organized & provide clarity for team members & stakeholders. **Basic Qualifications:** + Bachelor's Degree or military experience + At least 2 years of project management, program management, or client facing consulting experience **Preferred Qualifications:** + 3+ years of project management, program management, or client facing consulting experience + 2+ years of experience in a horizontal delivery function + Experience centralizing information from many teams and creating structure and a delivery plan + Experience creating clear and structured presentations and documentation + Knowledge and experience utilizing project management tools and techniques + PMP, Lean, Agile or Six Sigma certification **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $86,000 - $98,200 for Sr. Project Manager Richmond, VA: $86,000 - $98,200 for Sr. Project Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $86k-98.2k yearly 60d+ ago
  • Senior Associate Private Equity Real Estate

    Thrivent Financial 4.4company rating

    Minneapolis, MN jobs

    We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. Job Summary The Senior Associate in private equity real estate (PERE) is a key member of the PERE team, responsible for supporting the underwriting, structuring, execution, and monitoring of commercial real estate investments across asset classes and geographies. The role is highly analytical and offers exposure to portfolio monitoring and reporting, investment underwriting, and due diligence, while working closely with investment professionals at all levels. This role leads analytical work for the team, with a focus on portfolio modeling, market analysis, and supporting the risk management process through execution. In general, the position supports the PERE senior analyst(s) and managing director. This position's responsibilities overlap with the Associate role but with more self-direction and project ownership. Job Responsibilities and Duties Independently monitor or provide oversight to associate in monitoring the performance of existing investments, track funds, and underlying property metrics, and developing strategies for portfolio optimization. Independently monitor or provide oversight to associate in monitoring financial (Excel and Argus) modeling for both current portfolio and new deal activity. With minimal oversight, research markets and submarkets, real estate sectors, and real estate fund opportunities. Update ongoing asset models and dashboards, comparing actual performance to underwriting. Underwrite private real estate equity fund investments as member of the deal team. Assist in preparing clear, well-organized investment committee materials and presentations that summarize business plans, key assumptions, risks and return profiles. Participate and collaborate in making investment recommendations and decisions. Participate in managing general partner relationships and sourcing new opportunities. Lead special projects. Job Qualifications Required: Minimum of bachelor's degree in finance, real estate, economics, accounting, or a related field, with strong academic performance Four or more years of relevant experience in commercial real estate, investment banking, lending, or consulting. Demonstrated understanding of real estate markets, valuation, and transaction processes. Advanced Excel skills and strong real estate financial modeling capabilities; experience with Argus and major real estate data platforms preferred. Strong analytical and quantitative skills, high attention to detail, and ability to manage multiple projects under tight deadlines. Clear written and verbal communication skills and comfort preparing materials for senior investment professionals and investors. Proactive, self-directed team player with high integrity. Preferred: Master's degree in real estate, finance or economics preferred. Additional Information This position requires you to work on-site in Minneapolis, MN. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $120,467.00 - $162,984.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $120.5k-163k yearly Auto-Apply 58d ago
  • Financial Due Diligence Senior Associate

    Grant Thornton 4.6company rating

    Minneapolis, MN jobs

    As a Financial Due Diligence Senior Associate, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Transaction Advisory Practice - all with the resources, environment, and support to help you excel. Our Financial Due Diligence solution is comprised of several integrated capabilities that support our clients' needs throughout the transaction lifecycle. From day one, you'll be empowered to help clients make the moves that will help them achieve their vision and help you achieve more, confidently. Your day-to-day may include: + Perform in buy-side and sell-side transaction advisory engagements, providing carve-outs and similar services to clients, private equity investors, and asset-based lenders. + Help organizations realize the potential of mergers, acquisitions, and divestitures as well as various transactions within the capital markets. + Perform financial due diligence on key areas of the Income Statement and Balance Sheet. + Formulate questions and propose basic adjustments based on the identification of key risks and business drivers. + Lead analysis on key operational data, net working capital, debt, and debt-like items. + Lead initial drafts of reports (including Quality of Earnings reports) for clients that highlight the key financial findings of potential investments as well as the drivers behind sustainable profits and cash flows. + Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management's budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. + Team with partners and senior managers on proposals and business development calls. + Meet or exceed targeted billing hours (utilization). + Supervise, train and mentor associates. + Assess performance of associates for engagement and year-end reviews. + Other duties as assigned. You have the following technical skills, qualifications, and abilities: + Bachelor's degree in Accounting or related field required, advanced degree preferred. + 2 to 6 years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level required. + CPA preferred or CPA in process preferred. + Solid experience in the following: accounting, audit, or transaction advisory services. + Strong current knowledge in US GAAP, GAAS, SEC Reporting, transaction advisory services or mergers and acquisitions. + Ability to manage multiple priorities and simultaneous project in a rapidly growing practice. + Strong leadership, business development, recruitment, training, and mentoring skills. + Excellent written, presentation, leadership, and interpersonal communications skills. + Prior relevant consulting experience preferred. + Can travel as needed. Expected travel is up to 25% The base salary range for this position in the firm's Chicago, IL office is between $96,000 and $144,000. The base salary range for this position in the firm's Minneapolis, MN office is between $96,000 and $144,000. The base salary range for this position in the firm's Cleveland, OH office is between $96,000 and $144,000. The base salary range for this position in the firm's Boston, MA office is between $103,700 and $155,500. The base salary range for this position in the firm's Los Angeles, CA office is between $103,700 and $155,500. The base salary range for this position in the firm's San Francisco, CA office is between $110,400 and $165,600. #LI-MF1 About Us At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better. In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture. Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. About the Team The team you're about to join is ready to help you thrive. Here's how: - Whether it's your work location, weekly schedule or unlimited flex time off, we empower you with the options to work in the way that best serves your clients and your life. - Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household. - We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ****************** - When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ****************** Here's what you can expect next: If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************. Benefits: We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: ********************************************************** + Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave, and are paid for firm holidays that fall within their internship period. + Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave. Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation. Additional Details: It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton LLP to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ****************. For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Gran Thornton does not require or administer lie detector tests as a condition of employments or continued employment.
    $110.4k-165.6k yearly 8d ago
  • Oracle ERP Security & Controls Senior Associate

    RSM 4.4company rating

    Minneapolis, MN jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM's ERP Risk and Automation practice is seeking an experienced Oracle Fusion Oracle ERP Cloud security & controls specialist with a strong background in functional security to join our team. The ideal candidate will have experience scoping and executing ERP security assessments, security role designs, Oracle ERP focused GRC implementations, and operationalizing Oracle user access management, and executing managed security services. This is an exciting opportunity to help grow our Charlotte market. The ERP and Automation Risk Consulting practice, assists with various consulting, internal, and external audit clients by bringing in-depth ERP security and controls, automation, and data analytics skills where needed. The practice performs security and controls designs/assessments, complex data analytics, GRC automation/implementation, security role design, security managed services, segregation of duties assessments, as well as ERP implementation risk reviews. Basic Qualifications: * Degree required * 2-3 years' experience in the Oracle security risk & controls experience with Oracle implementations designing Oracle security or serving as an Oracle security analyst * Exposure to Oracle functional automated controls * Technical exposure in the Oracle suite of applications including Oracle Cloud ERP, CRM, HCM, Procurement, SCM, and Oracle EBS. * Understanding of Oracle Cloud Functional Modules. Knowledge of various functional modules within Oracle Cloud, including Financials, Procurement, Human Resources, and Supply Chain Management. * Experience with Oracle Identity Management (OIM): Knowledge of Oracle Identity Management solutions, including user provisioning, identity governance, and access management * Experience in performing IT audits or recipient of an audit (ITGCs, Security, Controls) * Clear and concise communication skills. Ability to understand what to communicate to difference audiences * Highly organized with the ability to monitor engagement time and expenses * Ability to provide client status updates, review deliverables, maintain updates with the engagement supervisor timely and communicate client opportunities * Ability to put forth additional effort to meet deadlines when necessary Preferred Qualifications: * Demonstrated knowledge of using Oracle GRC tools, such as Oracle GRC, or Fastpath * Experience with data analytics tools (such as ACL or MS Access) performing complex queries * Team member of at least one Oracle implementation. * Experience with other ERP security would be nice to have. * Demonstrated knowledge of auditing Oracle automated business controls * 2 - 3 years of professional experience in public accounting or relevant compliance industry experience relating to Sarbanes Oxley (SOX) compliance or other COBIT/NIST/ISO frameworks * Experience with using and configuring Oracle Risk Management Cloud GRC solution (RMC). Proficiency in using and configuring Oracle Risk Management Cloud applications, including modules such as Financial Reporting Compliance, Advanced Financial Controls, and Access Certification. * Oracle-specific technical certifications (i.e. Oracle Risk Management Cloud Certified or other) Standards of Performance: * The successful candidate will have a high level of energy analytical, organized, and innovative problem solver * Ability to communicate effectively with a broad audience ranging from technical to non-technical * Excellent organizational skills and the ability to prioritize multiple tasks, projects and assignments * Possess strong business ethics and willingness to adhere At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $85.1k-161.7k yearly Easy Apply 60d+ ago
  • TAS Senior Associate- Financial Due Diligence

    RSM 4.4company rating

    Minneapolis, MN jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Responsibilities: * Performs financial due diligence for clients who are acquiring and divesting businesses * Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis * Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements * Uses various software tools as designated by the firm * Interacts with the other functional areas of the practice including tax, audit and other consulting practices Required Qualifications: * A bachelor's degree, ideally with a major in accounting or finance * Minimum of 2 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm * Excellent verbal and written communication skills * Proficient with Microsoft Excel and Microsoft PowerPoint * Ability to travel up to 10-15% locally and nationally At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $81,400 - $153,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $81.4k-153.5k yearly Easy Apply 7d ago
  • Senior Associate - Healthcare Risk Consulting

    RSM 4.4company rating

    Minneapolis, MN jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM's National Healthcare Consulting practice is searching for a Senior Associate who will provide healthcare regulatory and reimbursement consulting services to clients, potential clients and centers of influence. RSM's Healthcare Regulatory recovery services are designed to identify high-impact Medicare cost report-related opportunities, including Medicare Critical Access Hospitals, PPS hospitals disproportionate share, bad debts, wage index and other related issues. As a member of the National Healthcare Consulting practice, you will join professionals with a broad knowledge of the healthcare industry including: financial analysis and revenue performance management, regulatory reporting and compliance, and healthcare technology. You will be part of a collaborative consulting team to deliver exceptional client service to meet our client's objectives. The Healthcare Regulatory Senior will also understand the consulting cycle process within the healthcare industry. As a contributor he/she will support the building of a world class healthcare practice through listening to client needs, proposal development and presentation of solutions. * Open to candidates based nationally* Responsibilities: * Develop ongoing relationships to build client loyalty and confidence * Assist in scoping and planning multiple projects * Performs Medicare Cost Report compilations and other engagements of all sizes related to Regulatory Recovery services such as: Critical Access Hospital, Medicare DSH, SSI, Medicare bad debts, IME/GME shadow billing support, Medicaid HER incentive payment, Wage Index * Ability to analyze and communicate financial and operational data to management for decision-making and strategic planning * Maintain / develop a high degree of expertise in Medicare, Medicaid and third-party reimbursement procedures and reports * Participates in the development of new consulting products and practice aids, as appropriate * Travels to client and firm meetings outside of immediate area Basic Qualifications: * Bachelor degree in accounting, finance, business or other related field * 2-4 years of experience in healthcare reimbursement, either with a consulting firm or in a hospital setting; OR audit experience, ideally in the healthcare industry * Familiarity with Medicare, Medicaid & Blue Cross reimbursement reports and/or hospital cost reports preferred * Financial and business acumen * Superior verbal and written communication skills, attention to detail and accuracy, project management, organization, prioritization and follow-up skills * Strong skills in critical thinking, problem identification and resolution and process improvement. * Some travel required (approximately 30%) * Must be a team player yet able to work independently At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $81,400 - $153,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $81.4k-153.5k yearly Easy Apply 25d ago
  • Workday Reporting Sr Associate

    RSM 4.4company rating

    Minnesota jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Responsibilities: Workday HCM report creation, maintenance, and optimization. Requirements gathering, build, test and debug Workday HCM reports & Dashboards. Analyze and translate functional specifications and change requests into technical specifications Create reports out of HCM and other database systems as required by internal stakeholders. Prepare HR metrics to be presented upon request or on schedule by senior leadership. Review reports and calculated fields regularly to optimize performance Document report functionality and design to facilitate ongoing maintenance, Provide troubleshooting and support for report execution failures. Develop and modify advanced reports for internal human resources and people leaders using Workday Report Writer. Research new Workday reporting & analytics features and functionality to determine how best to meet user needs Support Workday's biannual releases through impact analysis to changes to Workday's data model and create reports and dashboards to aid in identification of populations for release testing. HCM reporting governance, support, and education. Participate in report reviews, including understanding and ensuring security and data privacy standards. Partner with Workday Security team to maintain data and privacy standards. Work closely with other members of the Workday functional team and serve as a subject matter expert for others regarding reporting and calculated fields Provide HCM data support for Human Resources staff, all associate end-users, and members of senior leadership. Maintain proficiency and level of knowledge with all talent systems. Assists with the support of all aspects of Human Resources as it relates to data requests, including but not limited to EEO-1, Affirmative Action Plan, and benefits census Participate in delivery of reporting training. Train users on Workday reporting functions and available reports. Follow established standards and change management processes including report documentation Other duties as assigned Required Qualifications: Bachelor's degree and a minimum of three years of experience, including business analyst and project management experience, or an equivalent combination of education and experience Proficient in Workday reporting including Calculated Fields, Advanced, Matrix, Trending and Composite Demonstrated knowledge of Workday dashboards, worksheets, and embedded analytics Overall 5 to 7 years' experience. Experience with Workday HCM Demonstrated ability to conduct high level needs analysis and produce reporting and data analysis Background in identifying, designing, testing, and deploying reports in an ERP system Background in understanding HCM data that could be used in building reports Human Resources and/or recruiting functional background, ideally in Public Accounting or similar Professional services firms Aptitude in learning and mastering report writing tools Knowledge of commonly used reports for Recruiting, Human Resources, Compensation, Payroll and Benefits Proficient with Microsoft products (Word, Excel, PowerPoint required) Ability to create a consolidated report by combining data from multiple data sources Strong problem solving, troubleshooting, and analytical skills Ability to prioritize workload and execute tasks independently, providing timely follow-up and resolution Demonstrated ability to plan, meet deadlines, and manage competing priorities Strong written and oral communication, presentation, and stakeholder management skills Preferred Qualifications: 2+ years of Workday Report Writer and Workday Prism Analytics experience Workday PRISM, BIRT, Worksheets and Advanced reporting experience SQL knowledge Workday Report Writing certifications At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $88,400 - $150,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $88.4k-150.7k yearly Auto-Apply 56d ago
  • Senior Associate- Transaction Advisory Services (TAS)

    Eisneramper 4.8company rating

    Minneapolis, MN jobs

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. The Transaction Advisory Services practice is seeking Senior Associates to join a collaborative, growing transactions team. You will work as an individual contributor as well as part of a team to facilitate and support client buy-side and sell-side Financial Due Diligence and Quality of Earnings (QoE) engagements. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top “Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Key Responsibilities: Compile, analyze and prepare financial models and DataBooks with financial and operational information sourced from multiple comprehensive and complex data sources Perform financial analysis and data analytics on comprehensive financial and accounting data sets that serve as the foundation for transaction deliverables to clients Assist with buy-side and sell-side financial due diligence and financial analysis helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the target /client against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients' investment / divestiture strategy. Analyze detailed financial, business and operational information including income statement, balance sheet, cash flow and key operational and performance metrics and data. Convert the data into meaningful information that is used to drive discussions and analysis with target /client management and drive observations and conclusions. Assess the quality of the target's reported revenues, margins, earnings, net assets, net working capital and cash flows. Assist in the preparation of deal-oriented financial models, databooks, and key findings reports and presentations for clients that highlight the key financial, commercial and business findings. Assist the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating points Participate in and lead certain meetings and conference calls with client and target company management and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters. Work closely with clients, investment banks, PE investors, attorneys and other key stakeholders. Participate in client meetings to gather data and valuable information to perform financial analysis work Participate in building and maintaining client relationships and other business development opportunities. May be required to occasionally work extended hours or travel/to work from different firm offices and/or client locations Basic Qualifications: Bachelor's or Masters degree in Accounting and/or Business CPA is preferred or CPA eligible 3+ years of experience in audit and or financial due diligence at a major accounting firm Preferred/Desired Qualifications: 1+ years of experience of financial due diligence Strong technical knowledge of US GAAP (revenue recognition, inventory, accrual-based accounting) High proficiency in Excel and PowerPoint Knowledge in Power BI and/or similar financial modeling analytical tools Excellent interpersonal and team building skills Proficient written and oral communication skills Strong project management skills and ability to multi-task on several simultaneous transactions Strong organizational skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings NOTE: This is a hybrid role where you will be required to work from our local office 2 or more days a week. About our Transaction Advisory Services Team: The TAS Practice assists financial and strategic investors and lenders in connection with evaluating complex acquisition and divestiture transactions. Our professionals have decades of experience advising clients in every aspect of the transaction, from pre-LOI stage through closing. We are looking for professionals in selected geographic and functional markets to add to the continued growth and expansion of our TAS practice. Our “startup mentality,” backed by the institutional knowledge and established reputation of the firm, enables us to be flexible and always evaluate what can take our team and clients to the next level. Whether it's a new internal process, digital platform, or service offering, we believe that innovative ideas come from all levels and every employee should have the opportunity to make an impact on the business, our clients, and their careers. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions, PE firms, start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. Should you need any accommodations to complete this application please email: ********************************* #LI-LH1 #LI-Hybrid Preferred Location:New York For NYC and California, the expected salary range for this position is between 80000 and 115000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
    $72k-86k yearly est. Auto-Apply 51d ago
  • Audit Senior Associate

    Grant Thornton 4.6company rating

    Minneapolis, MN jobs

    As an Audit Senior Associate, you'll listen to learn about your client's operations, processes, business objectives, and risks, and apply that knowledge to enhance the financial statement audit - all with the resources, environment and support to help you excel. You'll build relationships with your clients and your engagement team, and use our world-class audit technology to work collaboratively, solve smarter, and improve the client's overall financial reporting process. From day one, you'll be empowered with access to firm leaders and mentors, training programs, resource groups, team-based communities, and growth opportunities to help you develop your career and achieve more, confidently. Your day-to-day may include: Listening and communicating clearly with clients about engagement expectations, as well as informing them about accounting, financial and regulatory developments that may affect their organization Planning, executing and completing financial statement audits while managing the budget; performing an in-charge role as needed Training and supervising audit associates and interns and providing consistent, regular feedback Working with the team to design audit procedures using audit technology and innovation tools. Researching accounting & auditing matters and documenting conclusions. Working at a client site, with your team in the office or remotely. We empower teams to listen first to expectations of clients and teammates; then you and your team can determine when and where to work. No matter when or where, you will have the support you need to thrive Representing Grant Thornton at recruiting and professional networking events Building your technical and professional skills through formal training Other duties as assigned You have the following technical skills, qualifications and abilities: Bachelor's degree in accounting, economics, finance, mathematics, or related disciplines Minimum of two years of progressive public accounting experience with in-charge auditing Meeting education requirement for CPA certification in the state where you are applying for employment Analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards Can manage multiple engagements and competing priorities Value teamwork, are agile and know the power of building strong relationships Are curious about or have exposure to automation and digitization tools as part of audits or in the professional services environment Can travel as needed (Travel expectation: up to 25%) Excellent verbal and written communication skills
    $67k-84k yearly est. Auto-Apply 60d+ ago
  • Audit Senior Associate

    Grant Thornton 4.6company rating

    Minneapolis, MN jobs

    As an Audit Senior Associate, you'll listen to learn about your client's operations, processes, business objectives, and risks, and apply that knowledge to enhance the financial statement audit - all with the resources, environment and support to help you excel. You'll build relationships with your clients and your engagement team, and use our world-class audit technology to work collaboratively, solve smarter, and improve the client's overall financial reporting process. From day one, you'll be empowered with access to firm leaders and mentors, training programs, resource groups, team-based communities, and growth opportunities to help you develop your career and achieve more, confidently. Your day-to-day may include: + Listening and communicating clearly with clients about engagement expectations, as well as informing them about accounting, financial and regulatory developments that may affect their organization + Planning, executing and completing financial statement audits while managing the budget; performing an in-charge role as needed + Training and supervising audit associates and interns and providing consistent, regular feedback + Working with the team to design audit procedures using audit technology and innovation tools. Researching accounting & auditing matters and documenting conclusions. + Working at a client site, with your team in the office or remotely. We empower teams to listen first to expectations of clients and teammates; then you and your team can determine when and where to work. No matter when or where, you will have the support you need to thrive + Representing Grant Thornton at recruiting and professional networking events + Building your technical and professional skills through formal training + Other duties as assigned You have the following technical skills, qualifications and abilities: + Bachelor's degree in accounting, economics, finance, mathematics, or related disciplines + Minimum of two years of progressive public accounting experience with in-charge auditing + Meeting education requirement for CPA certification in the state where you are applying for employment + Analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards + Can manage multiple engagements and competing priorities + Value teamwork, are agile and know the power of building strong relationships + Are curious about or have exposure to automation and digitization tools as part of audits or in the professional services environment + Can travel as needed (Travel expectation: up to 25%) + Excellent verbal and written communication skills About Us At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better. In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture. Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. About the Team The team you're about to join is ready to help you thrive. Here's how: - Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site. - Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household. - We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ****************** - When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ****************** Here's what you can expect next: If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************. Benefits: We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: ********************************************************** + Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave, and are paid for firm holidays that fall within their internship period. + Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave. Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation. Additional Details: It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ****************. For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.
    $67k-84k yearly est. 60d+ ago
  • Senior Associate, Risk Advisory Services

    BDO USA 4.8company rating

    Minneapolis, MN jobs

    The Assurance Senior, Risk Advisory Services is responsible for providing risk consulting and issues resolution to clients in the areas of contract compliance, SOX, internal audit business process improvement, information technology, and fraud investigations. In this role, the Assurance Senior, Risk Advisory Services will participate in all stages of a contract compliance, internal audit or consulting engagement and provide assistance with planning, field work, engagement wrap up and report composition, along with providing recommendations regarding client economic and legal risks. The Senior will also provide services including examinations for royalties, revenue-sharing, franchise fees, profit participation, production cost and merchandise licensing. Job Duties: Acts as primary contact for clients regarding basic questions and information Conducts informational interviews and facilitates meetings with clients during engagement process Obtains information, documents and data from clients to support the completion of analysis and research of client issues Documents and analyzes the client's processes, risks and controls with guidance and direction from senior Risk Advisory Services professionals Reviews client contracts and develops contract summaries, including key provisions and financial information based on type of contract Develops initial deliverables and/or solutions to client issues Dynamically reassess risk and communicate with senior Risk Advisory Services professionals and/or client as necessary Assists with the management of the engagement to ensure engagement metrics are achieved Utilizes research tools, databases and trade publications to develop understanding of client's industry Develops relationships with client personnel and management members Prepares formal and informal presentations for client meetings Partners with Risk Advisory Services leadership to complete research and draft proposals and reports, as necessary Implements project plans, maintains all documentation and work papers associated with client engagements Conducts risk assessment of assigned department or functional area in established / required timeline while oversees staff Establishes risk-based audit programs Determines scope of review in conjunction with the Engagement Manager Documents financial reporting cycles or internal audit area and identifies key controls Assesses internal control design and operational effectiveness Conducts audit testing of specified area and identifies reportable issues and dimension of risk Determines compliance with appropriate legislation and/or audit policies and procedures Communicates findings to senior management and drafts comprehensive report of audited area Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of Risk Advisory Services Associates on assigned engagements and reviews work product Ensures Risk Advisory Services Associates are trained on all relevant audit software and engagement processes and procedures Delivers periodic performance feedback and completes performance evaluations for Risk Advisory Services Associates Acts as mentor to Risk Advisory Services Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting or Finance, required Experience: Two (2) or more years of experience within a public accounting firm or industry environment performing internal audit, consulting or risk services, required Prior experience with internal controls including flowcharts, documentation and testing of controls, required Experience with Internal Audit and Sarbanes Oxley with a focus in entities wide risk assessment, required Experience performing contract compliance audit, specifically royalties and franchising agreements, required One (1) or more years of prior supervisory experience, preferred License/Certifications: CPA or CIA certification, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required Prior experience with various assurance applications and research tools, preferred Working knowledge of data analytics software such as IDEA or ACL, preferred Other Knowledge, Skills & Abilities: Solid understanding and experience planning and coordinating the stages to perform an audit Knowledge of internal accounting controls, professional standards and regulations and systems Strong verbal and written communication skills Ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Ability to successfully multi-task while working independently and within a group environment Superior analytical and diagnostic skills Capable of working in a demanding, deadline driven environment with a focus on details and accuracy Ability to adapt to rapidly changing environments successfully Solid organizational skills especially ability to meet project deadlines with a focus on details Capable of effective managing a team of professionals and delegating work assignments as needed Build and maintain strong relationships with client personnel Travel as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $85,000 - $100,000 Colorado Range: $85,000 - $100,000 Illinois Range: $85,000 - $100,000 Maryland Range: $85,000 - $100,000 Massachusetts Range: $85,000 - $100,000 Minnesota Range: $85,000 - $100,000 New Jersey Range: $85,000 - $100,000 NYC/Long Island/Westchester Range: $85,000 - $100,000 Washington Range: $85,000 - $100,000 Vermont Range: $85,000 - $100,000 Washington DC Range: $85,000 - $100,000
    $85k-100k yearly Auto-Apply 60d+ ago
  • Senior Onboarding Associate - Financial Institutions

    Ameriprise Financial 4.5company rating

    Minneapolis, MN jobs

    Lead the onboarding and transition of financial institution programs joining Ameriprise Financial Institutions Group. This role ensures a seamless experience for advisors, clients, and accounts by driving consistent processes for hiring, licensing, onboarding, and transition execution-both virtually and onsite. Key Responsibilities Onboarding Leadership * Act as the Onboarding Quarterback, guiding advisors and staff through hiring, licensing, and appointment processes. * Define roles and responsibilities for pre-onboarding, day-of, and post-onboarding activities. * Partner with leaders and staff to ensure smooth execution and resource alignment. Implementation & Training Support * Provide hands-on support for developing an end-to-end implementation and training strategy to ensure proper training on Ameriprise systems, tools, and processes. * Deliver training and onboarding for advisors and sales assistants to accelerate ramp-up and practice efficiency. * Provide virtual and onsite support during transition to ensure operational readiness and client confidence. Transition Management * Collaborate with the Transition Management Support Team to execute a comprehensive transition plan. * Train advisors on digital tools and systems for managing transitions. * Monitor progress using the transition tracker and implement ramp-up tactics. Leadership & Communication * Communicate effectively with AFIG and corporate partners to share best practices, identify process improvements, and recommend policy enhancements. * Deliver a best-in-class experience for advisors and clients throughout the transition. Required Qualifications * Education: Bachelor's degree or equivalent experience. * Experience: 5+ years in financial services, advisor onboarding, or transition management. * Time Management: Ability to prioritize and execute multiple tasks under tight deadlines. * Relationship Management: Build trust and collaborate effectively with advisors, leaders, and cross-functional teams. Preferred Qualifications * Executive Communication: Ability to present to executive leadership and influence decision-making. * Presentation Development: Skilled in creating professional presentations and delivering impactful content. * Facilitation: Lead calls, meetings, and training sessions with confidence. * Technical Proficiency: Familiarity with digital onboarding tools, CRM systems, and transition platforms. * Project Management: Strong organizational skills to manage timelines, resources, and deliverables. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary Base Salary Range The estimated base salary for this role is $62,300-$82,000/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AFIG Ameriprise Financial Institutions Group
    $62.3k-82k yearly Auto-Apply 10d ago
  • Valuation Services Senior Associate - Complex Financial Instruments

    RSM 4.4company rating

    Washington, MN jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. The Complex Financial Instrument (CFI) Valuation Advisory Services Senior Associate serves as a key member of RSM Valuation Services Consulting team taking substantial responsibility in performing multiple business valuation and financial advisory engagements simultaneously. We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to portfolio valuation, financial analysis, business and financial modeling and forecasting, and valuations. The Complex Financial Instrument (CFI) Valuation Advisory Services Senior Associate will focus on valuations of complex financial instruments and derivatives, including, convertible instruments, embedded derivatives, earn-outs, incremental borrowing rates, stock compensation, interest rate derivatives, common and preferred stock and other securities along with private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs. Basic Qualifications: * Bachelor's Degree in a Finance or Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred, or related area of study preferred; CFA/MBA or other Master's a plus * 2 - 5 years of relevant experience, including financial analysis, modeling and valuation experience * Proficiency in MS Office * Mentor, coach and train staff * Ability to prepare detailed financial models in MS Excel and compose technical reports * Experience in Monte Carlo programs required (@risk, Crystal Ball, etc.), Lattice models required, coding preferred (MatLab, R, Python, VBA, etc.), etc. * Excellent verbal and written communication skills * Ability to work independently in an entrepreneurial work environment * Ability to travel as needed or requested Preferred Qualifications: * Experience working on the valuation team of a global public accounting or consulting firm or similar industry experience * Demonstrated ability to work independently, interface with client management, gather facts, organize data, analyze financial statements and other financial data, identify relevant issues and propose solutions * Considerable experience preferred with valuation techniques and methodologies within a business valuation firm or practice in one of more of the following areas: discounted cash flow, market-based approaches, option pricing models, Monte Carlo and binomial models, derivatives, * Strong project management skills including the ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $85.1k-161.7k yearly Easy Apply 21d ago
  • Senior Associate, Ordering

    Element Vehicle Management Services 4.8company rating

    Minneapolis, MN jobs

    Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a detail-oriented and customer service-oriented individual to join our team as the Senior Associate, Customer Support you will focus on identifying, evaluating, and acquiring new or used vehicles for a dealership or fleet. This involves building relationships with vendors, conducting market research, analyzing vehicle valuations, and negotiating purchase agreements. A Day in the Life Receive orders from clients Searches dealer inventory Reviews and sends quality offers to clients Manages workflow from order submission through delivery Provide consultative input regarding alternative vehicles and ordering methods for most effective and efficient delivery of complete vehicles (Turn-key with upfit complete) Arranges addition of upfitting throughout the order process & / or post-delivery. Provides insight and consultation on the status of dealership inventory Build and maintain relationships with vendors, and other key stakeholders. Provide support to licensing related inquiries where unusual documentation may be requested as well as in-flight support for transportation issue resolution Support departmental initiatives for best acquisition polices Provides full order resolution support in collaboration with Client Success for vehicles purchased from dealerships Internally referred to Senior Associate, Acquisitions ( Out of Stock-Non Upfit)* Basic Qualifications Must have a Highschool Diploma A minimum of 1 year in a business environment Ability to work effectively in a business environment characterized by complexity, ambiguity, and rapid change. Microsoft office suite proficiency Demonstrate strong communication skills Demonstrate and ability to manage multiple simultaneous projects in an organized fashion. Excellent interpersonal communication, change management and presentation skills (written and verbal) at all levels. Proven problem-solving skills with an analytical and inquisitive approach Preferred Qualifications Bachelor's degree, preferred or three to five years related experience, or equivalent industry experience Fleet or mechanical experience( with upfit) preferred Strong industry knowledge and familiarity with current state restrictions/laws pertaining to leased vehicles Location- Hopkins, MN The hiring base salary range for this position is $49,100 to $67,500 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. What's in it for You • A culture of innovation, empowerment, decision-making, and accountability • Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness • Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. Element Fleet Management also uses AI-assisted tools to help screen and assess applications. These tools analyze information you provide (for example, your rēsumē and screening responses) to identify job-related skills, qualifications, and experience. AI outputs do not by themselves determine whether you advance or receive an offer - they assist recruiters and hiring managers. Final hiring decisions are made by people. Know Your Rights: Workplace discrimination is illegal
    $49.1k-67.5k yearly Auto-Apply 15d ago
  • Financial Due Diligence Senior Associate

    Boulay 3.6company rating

    Senior associate job at Boulay

    Job Description We are currently seeking a talented and driven professional to join our Transaction Group. The Financial Due Diligence Senior Associate will be key in helping our clients understand, analyze, and respond to various business opportunities and challenges including, buy and sell-side due diligence, working capital consulting, and purchase price accounting. You will work directly with client executives along with leaders of our Transaction team. You will be key in helping our clients understand, analyze, and respond to various business opportunities and challenges. With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones. We want to help you build a career fit for your life. If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you. Responsibilities: Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of deal structuring alternatives Manage and work on multiple projects of varying size and complexity related to due diligence and consulting for business owners, private equity groups, search funds, and family offices Develop detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings,working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate ourvalue proposition Responsible for engagement management, including preparing and presenting accounting findings and concepts Possess the ability to review and provide feedback regarding project reports prepared by engagement team members Ensure that “best practices” are developed and used within the Transaction Group, including policies, processes, and tools Requirements Bachelor's degree in Finance, Economics, Accounting or related business degree Minimum of 2 busy seasons of assurance (Audit, Review, Compilation) experience Strong knowledge of generally accepted accounting principles (GAAP) Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, toward the successful completion of a project Ability to be a self-starter and be confident when interacting with clients Strong business development mindset: relationship management skills and the ability to influence/negotiate deals Proficiency with Microsoft Office, particularly Excel and PowerPoint Ability to creatively solve problems and analyze client data Strong interpersonal skills, a team-based attitude, and a desire to collaborate Preferred: CPA or equivalent. The annual salary range for this position is: $78,000 - $110,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more. Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at **********************. Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success. Benefits 401(k) Dental insurance Disability insurance Employee assistance program Flexible schedule Health insurance Life insurance Paid time off Parental leave Tuition reimbursement Vision insurance
    $78k-110k yearly 30d ago

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