Senior Associate jobs at Boulay

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.

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. To be successful in the role, you will need to be a well-rounded 'business athlete' - a creative, analytical, and technically proficient problem solver who understands both the dynamics of the business and the tech landscape. The ideal candidate is resourceful, motivated, and self-sufficient, with demonstrated success in spearheading cross-functional projects that drive the growth and success of a business. **As a Senior Associate Product Manager in Velocity Black, you will:** + Lead an engineering team to design and deliver a product features for our customers, agents and merchants + Demonstrate a knowledge and passion for data products, API integrations, mobile and web development + Build a roadmap, own the backlog and prioritize high-leverage features grounded in both qualitative and quantitative data. + Build and maintain partnerships with with leaders and stakeholders to influence and advance your agenda + Define, socialize and monitor key performance metric indicators to understand the evolution and success of the product + Apply strategic thinking to delivering product features that are well managed, including collaborating effectively with risk, compliance, legal, and privacy partners **We are looking for someone who has:** + A knowledge and passion for emerging technologies (API's, Big Data, Native UI's) and emerging technologies to incorporate into building great products + Can use SQL to build a data-backed strategy, identify insights, and troubleshoot issues + Own day to day setting and monitoring of KPIs + Someone comfortable with backend products who is not afraid to challenge the norm and do what is right for the team + Own day to day operations of their product, including identifying bugs or leverage opportunities via comprehensive understanding of data + A product centric mindset to take a product from ideation to production and continually iterate improvements + A customer-first mindset + A strong communicator who can advance initiatives and create consensus through clear, concise, and contextually relevant messaging + Results focused and able to manage and prioritize multiple projects simultaneously + Identify, prioritize, and launch innovative, customer, agent and merchant focused payment products that drive revenue and customer value + You enjoy working with diverse people and driving the team toward a common goal. You have the ability to put the team before yourself and establish long-lasting relationships. **Basic Qualifications:** + Bachelor's degree or military experience + At least 1 year of experience working in Product Management **Preferred Qualifications:** + Currently has, or is in the process of obtaining one of the following with an expectation that the required degree will be obtained on or before the scheduled start date: + A Bachelor's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical Engineering, Information Systems or a related quantitative field) + A Master's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical Engineering, Information Systems or a related quantitative field) or an MBA with a quantitative concentration + Experience translating business strategy and analysis into consumer facing digital 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): $99,100 - $113,100 for Sr. Associate, Product Management Richmond, VA: $99,100 - $113,100 for Sr. Associate, Product Management 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).

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).

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.

Are you a self-starter, a go-getter, and a deal maker? Are you disciplined and autonomous? In Capital One's Business Cards & Payments group, you will find a culture that expects and rewards excellence. We believe in unlocking the power of people and equipping them to do great things! We are looking for like-minded people who can share our passion for success and a high sense of urgency to deliver on customer needs. The **Field Effectiveness Team** is seeking a creative and experienced **Senior Learning Associate** to join our amazing **Learning and Development Team.** In this role you get to assist with the success of the field sales teams, and help deliver best in class results. The ideal candidate will have a strong background in instructional design, facilitation, and digital education technology, with a passion for creating engaging and effective training content that enhance learning and performance within our organization. As a Learning and Development Designer, you will be instrumental in developing visually appealing and effective training materials that align with our organizational competencies and have the opportunity to utilize your creative skill sets. **Our ideal candidate is:** + Obsessed with creating an exciting and engaging experience for our Sales Associates + A storyteller who compellingly uses their communications strength to inspire others + A positive, solutions-oriented problem solver and strategist + Detail-oriented and able to translate big picture thinking into local execution + Strong project management skills with the ability to meet deadlines in an agile work environment + Someone who thrives in a high-energy, fast-paced and constantly changing environment + Excellent communication and collaboration skills with the ability to work closely with cross-functional team **Key Responsibilities:** + Design and develop visually engaging training for various learning programs, ensuring content is clear, concise, and aligned with learning objectives + Utilize instructional design, adult learning methodologies, and best practices to create interactive and engaging learning experiences + Analyze learning needs through gap analysis and partner with subject matter experts to develop solutions that are both effective and innovative + Apply knowledge of multimedia design and eLearning authoring tools to produce graphics, animations, videos, and interactive elements + Collaborate with L&D team members to integrate digital learning solutions into broader training programs + Manage multiple projects with varying complexities and timelines simultaneously, ensuring quality and timely delivery + Continuously evaluate the effectiveness of learning content through assessments, surveys, and feedback, and make data-driven improvements + Keep abreast of the latest eLearning trends, tools, and technologies by fostering a mindset of growth and innovation + Include, empower and inspire the sales team through strong critical thinking skills + Responsible for developing and facilitating content, including (but not limited to) measurable learning **Basic Qualifications:** + At least 2 years of experience in Learning and Development + At least 2 years working with eLearning tools + At least 1 year of experience facilitating content and use of instructional design models + At least 1 year of experience with audio and video editing software **Preferred Qualifications:** + Bachelor's degree or military experience + Experience in Instructional Design and Adult Learning Methodologies + 1+ year of experience supporting learning for sales teams + 2+ years experience using sales enablement tools and AI coaching tools + 3+ years experience in videos, podcasts and eLearning **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): $78,400 - $89,500 for Sr. Learning Associate Richmond, VA: $78,400 - $89,500 for Sr. Learning Associate 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).

Job Description Why Redpath? At Redpath, you'll be valued for who you are and supported in where you're going. We've created a culture rooted in trust, teamwork, and genuine relationships, where caring is at the core of how we treat each other and our clients. You'll do meaningful work here with people who bring a positive, solution-focused mindset to every challenge. Our team is proactive in all we do, taking initiative, clearing roadblocks, and staying ahead for our clients and each other. Here, your voice matters, your growth is a priority, and your work drives real impact. We're driven to improve, grow, and deliver excellence together, personally and professionally. This isn't just a job. It's a place to build a career and a community. The Transaction Advisory Services Team The Redpath Transaction Advisory Services (TAS) team is comprised of former Big Four CPAs and large consulting firm professionals who provide private equity and corporate clients buy side and sell side financial accounting due diligence. The TAS team actively engages in assessing a target's quality of earnings, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors. They also routinely team with the firm's various stakeholders to deliver a truly integrated solution to clients. As a Transaction Advisory Services professional, you will work with fast-growing companies and private equity firms on complex deals, help to identify key value drivers, challenge assumptions about future performance, search for and advise on hidden value, and work with other teams to deliver an integrated approach to our clients before, during and after the transaction. Responsibilities: Participate in financial due diligence engagements related to the acquisition or disposal of businesses by private equity investors or strategic corporate buyers. Identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and assist in the evaluation of the potential transaction in the context of the clients' investment strategy. Prepare and analyze financial results of targets including quality of reported earnings, net assets, and cash flows; assess key operational data. Identify issues that impact purchase price and deal structuring. Synthesize and convert data into meaningful information used to drive observations, conclusions, and recommendations for discussions with target management. Assess findings to be incorporated into the client's valuation, sale and purchase agreement. Assist in the construction of deal-oriented reports and presentations for clients. Participate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters. Project manage information flows and manage key stakeholders. What You Need to be Successful: Bachelor's or Master's degree in Accounting and/or related major CPA or in process of obtaining certification Minimum 2 years audit experience at a top accounting firm Minimum 2 years experience in due diligence group Working knowledge of US GAAP Strong excel and power point skills required. Ranked a top performer in peer group Additional Qualifications: Driven, self-starter Decisive, critical thinker, highly analytical Team oriented personality with maturity to work well individually with clients Ability to travel on-site to clients as needed Professional in style and demeanor/exercises good judgment Excellent verbal and written communication skills including the ability to articulate to senior members of target management, client representatives and colleagues Strong project management skills Ability to thrive and be effective in fast-paced culture Live in the Greater Twin Cities area commuting distance to St. Paul office to support a hybrid work arrangement About Redpath and Company: Caring - We show genuine care for our clients and colleagues through meaningful relationships, collaboration, and a constant commitment to adding value in everything we do. Proactive - We take initiative, resolve potential obstacles, and are intentional with solutions provided to stay ahead of challenges and opportunities for our clients. Positive - We cultivate a solution-oriented, supportive culture that embraces change, encourages collaboration, and thrives in the face of challenges. Driven - We maintain an unwavering focus on excellence, consistently improving and delivering beyond expectations across all our projects. Redpath and Company helps clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven certified public accounting services for closely-held businesses, government entities, and not-for-profit organizations. The firm started operations in 1971. With offices located in downtown St. Paul (headquarters) and White Bear Lake, Minnesota, the firm ranks as one of the top CPA firms in the Minneapolis/St. Paul metro area with over 200 employees. Redpath and Company is a member of HLB International, a global network of independent advisory and accounting firms. For more information and benefits summary, visit ******************** Redpath and Company offers a comprehensive benefit package, including: Medical, Dental, and Vision plans HSA and FSA Voluntary Long-Term Disability Company paid Short-Term Disability Paid parenting leave 401k plan with company match after 6 months of service This role is eligible for an annual discretionary bonus based on individual, practice and firm performance. Redpath and Company is an equal opportunity employer, and we use E-Verify to confirm the identity and employment eligibility of all new hires.

The Redpath Difference: Already the largest CPA firm in St. Paul, Redpath is experiencing rapid growth and as a result we are seeking an experienced audit professional to join our team. We stand out from other firms. Our growth and success is for the benefit of all employees, not just the partners. Additional and unique benefits include a flexible time-off structure. Bring your audit and construction client background and experience to a firm with a close-knit, employee-first culture where tremendous growth provides incredible opportunity for advancement and your long-term career goals. As an Audit Senior, you will: Actively participate in engagement planning and designing engagement-specific audit approach. Perform and lead audit procedures in more complex financial statement areas Identify accounting, financial statement, and reporting issues, based on professional guidelines including U.S. GAAP. Research accounting treatment for issues on audit engagements, propose solutions and consult with experienced staff as necessary. Have autonomy to prepare and plan full review and compilation engagements. Qualifications: Local candidates only -- greater Minneapolis/St. Paul area Bachelor's Degree in Accounting Active CPA license (preferred) 3+ years of recent audit experience with construction clients Ability to travel to client sites Valid drivers license More about Redpath and Company- Who We Are: Caring - We show genuine care for our clients and colleagues through meaningful relationships, collaboration, and a constant commitment to adding value in everything we do. Proactive - We take initiative, resolve potential obstacles, and are intentional with solutions provided to stay ahead of challenges and opportunities for our clients. Positive - We cultivate a solution-oriented culture that embraces change, encourages collaboration, and thrives in the face of challenges. Driven - We maintain an unwavering focus on excellence, consistently improving and delivering beyond expectations across all our projects. Redpath and Company helps clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven CPA and advisory services for closely-held businesses, private equity, government entities, and nonprofit organizations. Core commercial industries served include manufacturing and distribution; construction, real estate, and engineering; and technology. Areas of service expertise include audit and assurance; personal, business, and international tax; state and local tax; sales and use tax; and succession and estate planning. Redpath also guides clients throughout the entire business life cycle with performance optimization and process improvement; M&A advisory, including corporate and deal strategy, due diligence (financial, tax, operations, and IT), financial modeling, and M&A integration; accounting and management outsourcing; and valuations. The firm was founded in 1971. With offices located in St. Paul and White Bear Lake, Minnesota, the firm ranks as one of the top CPA and advisory firms in Minnesota. Redpath is a member of HLB International, a global network of independent advisory and accounting firms. For more information, visit ******************** Redpath and Company offers a comprehensive benefit package, including: Medical, Dental, and Vision plans HSA and FSA Voluntary Long-Term Disability Company paid Short-Term Disability Paid parenting leave 401k plan with company match after 6 months of service Redpath and Company is an equal opportunity employer, and we use E-Verify to confirm the identity and employment eligibility of all new hires.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The operations department ensures all onboarding and lifecycle processes of our client's accounts are well managed, resulting in an excellent experience with the Parametric product line. The team provides contract, regulatory and operational support during the onboarding and life of institutional derivatives clients, along with other services to ensure the client experience is as smooth and effective as possible. ABOUT THE ROLE This position is on the Documentation Team, and will support client and third-party contracts primarily for institutional derivatives clients, client onboarding and new account setup. The role will work closely with legal, portfolio management and operations teams to onboard and maintain client accounts and documentation across the life of a client, and facilitate necessary setups and documentation to trade derivative products, including investment management agreements, broker agreements, ISDAs and trade confirmations. This role requires strong time management skills, excellent communication, the ability to work in a fast-paced environment, and a focus on process improvement and risk analysis. PRIMARY RESPONSIBILITIES * Prepare draft agreements and other client documentation for institutional derivatives investors. Coordinate efforts with Parametric's internal legal counsel, understand and resolve complex issues and present final documents. Specific documentation may include investment management agreements, derivative trading agreements (including ISDAs, futures and options agreements, and repurchase/reverse repurchase agreements), limited partnership agreements and other fund offering documents, non-disclosure agreements, and ISDA trade confirmations. * Review and update client specific documentation during the client onboarding process and throughout the life of the client; understand client-specific contract terms and requirements. * Communicate directly with brokers and trading counterparties to facilitate opening of new client accounts; complete internal setup of client and trading accounts. * Work closely with Parametric's trading, operations, compliance and business development professionals across multiple office locations; expedite outstanding issues with a sense of urgency, and provide regular status updates and prioritization to meet client and/or internal deadlines. * Review complex regulations and updates, research client-specific legal issues required for servicing the relationship, participate in firm-wide working groups and industry calls, and communicate results clearly to the business. * Review ISDAs, ISDA amendments and master confirmation agreements; assist clients with regulatory requirements during ISDA onboarding, work with trade counterparties and review trade confirmations. * Have primary responsibility for the maintenance of client files and the retention of documents, making use of technology to ensure access to current documents is efficient and secure. * Review and update team policies and procedures. JOB REQUIREMENTS Primary Skills * Bachelor's (4yr) degree; JD or Paralegal with relevant financial services experience preferred * 5+ years' experience in financial services * Well organized, self-starter with the ability to analyze information and take a risk mindset * Exceptional written and verbal communication skills * Document management experience * Prior experience with contracts, derivatives including uncleared products, and financial services regulations preferred. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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 Cleveland, OH office is between $96,000 and $144,000. #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. - 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 Grant Thornton (************************************************************** . 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 Grant Thornton careers (************************************** . 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 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.

This position will provide oversight of our Field Technical Support Desk vendor to ensure consistent superior service to our advisor and field personnel. This resource will oversee critical programs to ensure ongoing metrics and quality standards are met while working to continuously enhance the overall experience. Key Responsibilities We are seeking a highly organized and proactive individual to oversee a vendor's day-to-day operations of our Field Technology Support Desk. This role ensures smooth functioning of support services and drives operational excellence to deliver outstanding customer experiences for our advisors and their staff. Additional responsibilities include: * Manage day-to-day operations of the overall Field Technology Support Desk service. * Serve as the primary point of escalation for complex or urgent issues. * Track and report on SLAs, response times, future volume forecasts and resolution metrics. * Develop and maintain reporting to identify trends and recommend improvements. * Maintain and update documentation, FAQs, and knowledge base resources. * Identify trends and drive a continuous improvement agenda focusing on measurable outcomes including creating and executing project plans. * Represent the support team in cross-functional meetings, providing guidance and expertise on field technical service needs. Required Qualifications * Bachelor's degree or equivalent years of experience. * 3-5 years relevant experience required. * Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience. * Proven project management experience. * Excellent interpersonal and verbal communication skills to effectively gather information and disseminate facts and recommendations. * Proven ability to gather and analyze data, write requirements, and develop fact-based conclusions and recommendations. * Proven experience in understanding technology as it relates to the business. * Strong effective working relationships with varying levels of employees and leadership with proven ability influence improvements and efficiencies to work processes. * Demonstrated enthusiasm and curiosity for digging in deeper and learning and developing creative solutions. * Ability to extract and manipulate large datasets, create and analyze PivotTables, and apply data transformation techniques to identify trends and generate actionable insights. Preferred Qualifications * Call center management experience. * SharePoint development. * ServiceNow reporting analysis and dashboard creation. 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 The estimated base salary for this role is $80,100 - $108,000 a 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 Exempt Job Family Group Business Support & Operations Line of Business TECH Technology

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.

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

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

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

Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. 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: ******************** Position Overview Our Advisor Associates works directly with Advisors to assist with the wealth 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. Responsibilities Provide support to Advisors in all areas of financial planning. Initiate and field client calls and emails 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. Qualifications One to four years of relevant experience. Completed or pursuing CFP , CFA or JD. Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred Continuously exhibits personal integrity and professional initiative. Reliable, follows through on commitments, self-starter when it comes to new challenges. Must be organized, detail-oriented and able to manage and prioritize tasks. Demonstrates a commitment to accuracy by delivering high quality work. Excellent written and verbal communication. Collaborative and able to work effectively with others. Series 65 - or able to successfully complete within 90 days of employment. Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision. Working Conditions: Climate controlled office environment Note: The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. What We Offer NFP is 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 $69,000 - $85,000. 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.

Product Management at Capital One is a booming, vibrant craft that requires reimagining the status quo, finding value creation opportunities, and driving innovative and sustainable customer experiences through technology. We're excited to share that Capital One US has now acquired Velocity Black, a digital concierge company. Take a look at the announcement here (********************************************************************** . Velocity Black by Capital One 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. It's 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 within 1 minute, 24/7/365. We are looking for someone passionate about hospitality and the customer experience to work on our Velocity Black Concierge product. You will have the opportunity to work on our internal agent-facing products that enable us to provide excellent service to customers, and be asked to coordinate between stakeholders, engineering, and leadership to build a world class product **Capital One Product Framework** In this role, you'll be expected to demonstrate proficiency in five key areas which we consider to be the foundation for successful Product management: + Human Centered - Obsesses about internal and external customer needs to reimagine and innovate product solutions + Business Focused - Delivers game-changing outcomes by focusing on leverage and execution excellence + Technology Driven - Leverages technology to deliver innovative and resilient solutions that enable both near term and long term value + Integrated Problem Solving - Identifies and resolves complex problems to deliver outcomes while mitigating product risks + Transformational Leadership - Leads cross functional teams to solve customer problems and drive organizational alignment **As a Velocity Black Concierge product manager, you will:** + Collaborate with internal stakeholders to grow and enhance Velocity Black's luxury concierge offering. You will work closely with operations, sales, engineering, and leadership to create a premium experience that exceeds customer expectations. + Dream up and deliver new luxury concierge features and experiences in partnership with business partners. You will be responsible for optimizing in-market products though rapid testing and obsessing over the customer experience. + Think strategically to prioritize the roadmap in a way that balances multiple priorities including building a product that customers love, meeting the interests of internal partners, and driving value for our growing luxury concierge business. + Shape the product development roadmap for new launches and features. + Work alongside a passionate and collaborative team to create innovative new concierge experiences. **We want you if you are:** + Intellectually Curious. You ask why, you explore, you're not afraid to blurt out your crazy idea or follow an email chain for weeks to find someone with an answer. Comfortable with ambiguity, a hunger to learn and a seeker of new challenges. + Communicator & Influencer. You can communicate complex ideas clearly regardless of your audience. Our team knows their priorities and why they're doing what they're doing. You always can rally associates to work with you. + Do-er. You're biased toward action, you try things and sometimes you fail. You can get around roadblocks and stay focused on your goals. You're well organized, able to multitask and able to prioritize your work. + Passionate & Customer Focused. You care about growing others and bringing them together around what's possible. You get a thrill from the journey of building and shipping products, and you have a desire and ability to connect with our external or internal customers to fully understand their needs. + Learner. You have an appetite to learn new things or new technologies all while exhibiting humbleness when the time comes to ask for help. + Team Player. You enjoy working with diverse people and driving the team toward a common goal. You have the ability to put the team before yourself and establish long-lasting relationships. **Basic Qualifications:** + Bachelor's degree or military experience + At least 1 year of experience working in Product Management **Preferred Qualifications:** + Currently has, or is in the process of obtaining one of the following with an expectation that the required degree will be obtained on or before the scheduled start date: + A Bachelor's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical Engineering, Information Systems or a related quantitative field) + A Master's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical Engineering, Information Systems or a related quantitative field) or an MBA with a quantitative concentration + Experience translating business strategy and analysis into consumer facing digital products Capital One is open to hiring a Remote Employee for this opportunity. _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): $99,100 - $113,100 for Sr. Associate, Product Management McLean, VA: $109,000 - $124,400 for Sr. Associate, Product Management 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).

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: * Execute client delivery projects related to integration and separation activities, supporting clients throughout the business transaction lifecycle on both buy and sell sides. * Participate in client strategy workshops for private equity and corporate buyers to validate deal thesis, investment objectives, and hold time objectives, ensuring activities align with client goals. * Assist in structuring engagements with the appropriate approach and staffing for pre-close planning, post-close execution, and day-1 operational support. Collaborate with subject matter professionals to meet specialist requirements. * Provide functional advice to clients across various business areas based on the scope of the engagement, industry, and transaction complexity. * Evaluate TSA (Transition Service Agreement) requirements in the pre-close planning phase to identify deal perimeters and potential gaps during transaction execution. Determine necessary TSA or reverse TSA support, evaluate pricing and structure services, and plan to close operational gaps with new services, systems, people, processes, or contracts. Identify stranded costs for the sell side and manage the exit process to preserve and enhance client value. * Assess synergy opportunities in the pre-close planning phase and manage synergy realization in the post-close phase to support full value capture and enhancement through value engineering, cost management, and opportunistic wins. * Collaborate with internal sales and service teams and business developers to support the sales cycle and manage engagements profitably and professionally. * Support clients with pre- and post-close transaction work, with additional experience at a functional level, preferably in Finance, Human Resources, IT, or manufacturing and supply chain. * Demonstrate strong program management skills in technical and business consulting engagements. Required Qualifications: * Minimum Bachelor's Degree; MBA or Master's in business, finance, accounting, or a technical field is a plus. Qualifications: * Bachelor's degree in business, finance, accounting, or technology. * Over 5 years of related work experience supporting clients with pre- and post-close transaction support. * Broad expertise including working knowledge of private equity and lower, middle, and upper market businesses, both privately held and publicly traded. * Experience across a range of industries is highly desired; industry alignment to PE is a plus but must be conversant in various business operational models. * Strong skills in process and operating model development to support current and future state business operations. * Excellent communication, presentation, project management, and business acumen. * Strong writing, research, and analytical skills. * Self-motivated with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements. 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 in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. 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.

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 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 **************. Know Your Rights: Workplace discrimination is illegal

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