Requirements Manager jobs at Capital One - 905 jobs
GFC Manager
Bank of America 4.7
Atlanta, GA jobs
Charlotte, North Carolina;Atlanta, Georgia; Plano, Texas; Phoenix, Arizona; New York, New York; Dallas, Texas; Chicago, Illinois
**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for executing substantive money laundering, economic sanctions and fraud compliance and operational risk practices. Key responsibilities include working directly or through compliance officers for the Front Line Units (FLUs) and Control Functions (CFs) to complete compliance, policy, operational/fraud risk managementrequirements.
**Key Responsibilities:**
+ Advises and directs the development and maintenance of financial crimes transaction monitoring models, and reviews relevant scenario management for conceptual soundness to ensure that regulatory requirements and operational risks are appropriately addressed
+ Produces and/or oversees independent financial crimes risk management business requirements, model roadmaps and strategies
+ Monitors the changes in regulations applicable to Global Financial Crimes, including advising business leaders, directing the appropriate areas to implement or amend policies, standards, procedures and/or processes to address regulatory requirements, and challenging the implementation plan as needed
+ Participates in industry forums and monitors regulatory expectations, emerging legislation and regulation, political scrutiny, litigation and key influencers to identify and mitigate emerging risks
+ Escalates financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees
+ Identifies, aggregates, reports, escalates, inspects, and challenges the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes
+ Reviews and challenges internal and external operational loss events, including the development of remediation plans to strengthen controls and providing oversight to ensure they are addressed appropriately
**Required Qualifications:**
+ Minimum 7 years experience
+ Demonstrated awareness of financial crime risks inherent in banking products and services
+ Familiarity with transaction monitoring and screening controls and understanding of how alerts and typologies manifest
+ Understanding of how financial crime detection models operate-ability to interpret outputs, understand model limitations, and connect model behavior to business risk
+ Proven ability to work independently and collaboratively across business, compliance, and operations teams to assess and mitigate risk
+ Strong communication and analytical skills, with the capacity to explain complex financial crime concepts clearly to non-technical stakeholders
**Desired Qualifications:**
+ Knowledge of anti-money laundering (AML) and related AML legislation
+ SQL or Python and programming skills
+ Tableau experience and knowledge
+ Data Analysis
**Skills:**
+ Critical Thinking
+ Monitoring, Surveillance, and Testing
+ Regulatory Compliance
+ Risk Management
+ Policies, Procedures, and Guidelines Management
+ Written Communications
+ Reporting
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$88k-131k yearly est. 8d ago
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GFC Manager
Bank of America Corporation 4.7
Atlanta, GA jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for executing substantive money laundering, economic sanctions and fraud compliance and operational risk practices. Key responsibilities include working directly or through compliance officers for the Front Line Units (FLUs) and Control Functions (CFs) to complete compliance, policy, operational/fraud risk managementrequirements.
Key Responsibilities:
Advises and directs the development and maintenance of financial crimes transaction monitoring models, and reviews relevant scenario management for conceptual soundness to ensure that regulatory requirements and operational risks are appropriately addressed
Produces and/or oversees independent financial crimes risk management business requirements, model roadmaps and strategies
Monitors the changes in regulations applicable to Global Financial Crimes, including advising business leaders, directing the appropriate areas to implement or amend policies, standards, procedures and/or processes to address regulatory requirements, and challenging the implementation plan as needed
Participates in industry forums and monitors regulatory expectations, emerging legislation and regulation, political scrutiny, litigation and key influencers to identify and mitigate emerging risks
Escalates financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees
Identifies, aggregates, reports, escalates, inspects, and challenges the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes
Reviews and challenges internal and external operational loss events, including the development of remediation plans to strengthen controls and providing oversight to ensure they are addressed appropriately
Required Qualifications:
Minimum 7 years experience
Demonstrated awareness of financial crime risks inherent in banking products and services
Familiarity with transaction monitoring and screening controls and understanding of how alerts and typologies manifest
Understanding of how financial crime detection models operate-ability to interpret outputs, understand model limitations, and connect model behavior to business risk
Proven ability to work independently and collaboratively across business, compliance, and operations teams to assess and mitigate risk
Strong communication and analytical skills, with the capacity to explain complex financial crime concepts clearly to non-technical stakeholders
Skills:
Critical Thinking
Monitoring, Surveillance, and Testing
Regulatory Compliance
Risk Management
Policies, Procedures, and Guidelines Management
Written Communications
Reporting
Shift:
1st shift (United States of America)
Hours Per Week:
40
$88k-131k yearly est. 8d ago
Senior Manager - US Consumer Services Compliance, Internal Fraud Risk
American Express 4.8
New York, NY jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The U.S. Consumer Services team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back and lending portfolios, Membership Rewards, Global Consumer Travel & Lifestyle Services, the Centurion Lounge network, Global Dining, U.S. Consumer Banking, Amex Offers, and best-in-class marketing programs across Customer, Prospect, and Partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.
**About the role**
American Express is seeking a detail oriented and proactive First Line of Defense (1LOD) Compliance Senior Manager to support the business in managing compliance risk across products, processes, and customer interactions. This role plays a key part in ensuring that day-to-day operations align with regulatory requirements and internal policies, working closely with both business and compliance partners. The ideal candidate has strong regulatory knowledge, a process mindset, and the ability to translate risk concepts into practical actions.
**Key Responsibilities:**
+ Act as a compliance risk advisor to front-line business teams, helping them understand and comply with applicable regulatory obligations.
+ Support the execution of compliance risk assessments and ongoing monitoring activities within the business unit.
+ Partner with operations, product, and technology teams to design and enhance controls that mitigate regulatory and operational risks.
+ Monitor business activities for compliance with laws, regulations, and internal standards (e.g., UDAAP, Fair Lending, Privacy, BSA/AML).
+ Track and remediate compliance issues and control gaps identified through monitoring, audits, or regulatory exams.
+ Maintain and update business-level compliance documentation, including procedures, control descriptions, and training materials.
+ Collaborate with second line Compliance and Legal teams on policy interpretation, regulatory change implementation, and incident response.
+ Support compliance testing, audit readiness, and business responses to regulatory inquiries and examinations.
+ Assist with delivery of compliance-related training to business staff.
+ Contribute to reporting of compliance metrics and trends to business leadership.
**Minimum Qualifications:**
+ Bachelor's degree in business, finance, law, or a related discipline.
+ 4 years of experience in compliance, risk management, or control-related roles in financial services.
+ Working knowledge of key U.S. banking regulations (e.g., BSA/AML, UDAAP, Reg Z, Fair Lending).
+ Experience supporting compliance or operational risk within a business or first line function.
**Preferred Qualifications:**
+ Compliance or risk certification (e.g., CRCM, CAMS, CCEP).
+ Familiarity with issue management, risk assessments, and control testing processes.
+ Experience working in a matrixed environment or with cross-functional teams.
**Skills & Competencies:**
+ Strong attention to detail and critical thinking skills
+ Ability to analyze regulatory requirements and apply them in a business context
+ Effective communication and relationship-building skills
+ Proactive, self-motivated, and comfortable managing multiple priorities
+ Sound judgment and problem-solving capabilities
**Qualifications**
Salary Range: $103,750.00 to $174,750.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Compliance
**Primary Location:** US-New York-New York
**Other Locations:** US-North Carolina-Amex - for internal use only, US-Arizona-Phoenix, US-Florida-Sunrise
**Schedule** Full-time
**Req ID:** 25019513
$103.8k-174.8k yearly 8d ago
Senior Manager - US Consumer Services Compliance, Internal Fraud Risk
American Express 4.8
Fort Lauderdale, FL jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The U.S. Consumer Services team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back and lending portfolios, Membership Rewards, Global Consumer Travel & Lifestyle Services, the Centurion Lounge network, Global Dining, U.S. Consumer Banking, Amex Offers, and best-in-class marketing programs across Customer, Prospect, and Partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.
**About the role**
American Express is seeking a detail oriented and proactive First Line of Defense (1LOD) Compliance Senior Manager to support the business in managing compliance risk across products, processes, and customer interactions. This role plays a key part in ensuring that day-to-day operations align with regulatory requirements and internal policies, working closely with both business and compliance partners. The ideal candidate has strong regulatory knowledge, a process mindset, and the ability to translate risk concepts into practical actions.
**Key Responsibilities:**
+ Act as a compliance risk advisor to front-line business teams, helping them understand and comply with applicable regulatory obligations.
+ Support the execution of compliance risk assessments and ongoing monitoring activities within the business unit.
+ Partner with operations, product, and technology teams to design and enhance controls that mitigate regulatory and operational risks.
+ Monitor business activities for compliance with laws, regulations, and internal standards (e.g., UDAAP, Fair Lending, Privacy, BSA/AML).
+ Track and remediate compliance issues and control gaps identified through monitoring, audits, or regulatory exams.
+ Maintain and update business-level compliance documentation, including procedures, control descriptions, and training materials.
+ Collaborate with second line Compliance and Legal teams on policy interpretation, regulatory change implementation, and incident response.
+ Support compliance testing, audit readiness, and business responses to regulatory inquiries and examinations.
+ Assist with delivery of compliance-related training to business staff.
+ Contribute to reporting of compliance metrics and trends to business leadership.
**Minimum Qualifications:**
+ Bachelor's degree in business, finance, law, or a related discipline.
+ 4 years of experience in compliance, risk management, or control-related roles in financial services.
+ Working knowledge of key U.S. banking regulations (e.g., BSA/AML, UDAAP, Reg Z, Fair Lending).
+ Experience supporting compliance or operational risk within a business or first line function.
**Preferred Qualifications:**
+ Compliance or risk certification (e.g., CRCM, CAMS, CCEP).
+ Familiarity with issue management, risk assessments, and control testing processes.
+ Experience working in a matrixed environment or with cross-functional teams.
**Skills & Competencies:**
+ Strong attention to detail and critical thinking skills
+ Ability to analyze regulatory requirements and apply them in a business context
+ Effective communication and relationship-building skills
+ Proactive, self-motivated, and comfortable managing multiple priorities
+ Sound judgment and problem-solving capabilities
**Qualifications**
Salary Range: $103,750.00 to $174,750.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Compliance
**Primary Location:** US-New York-New York
**Other Locations:** US-North Carolina-Amex - for internal use only, US-Arizona-Phoenix, US-Florida-Sunrise
**Schedule** Full-time
**Req ID:** 25019513
$103.8k-174.8k yearly 8d ago
Inspection Manager - Remote Position
GIS Field Services 4.4
Remote
GIS Field Services was formed in 1998 and is based in Dallas, TX. GIS provides mortgage field services across five full states: Arkansas, Alabama, Louisiana, Tennessee and Texas. We provide the following types of inspections: Exterior Occupancy Verification, Interior Vacant Walk Through, Insurance Loss Draft, Disaster, Bankruptcy and Sale Date.
Industry
Mortgage Field Services Industry
Experience
• Experienced with National providers like MCS, Cyprexx, Service Link, etc.
• Operational knowledge in the Mortgage Field services industry
• College Degree preferred
• Microsoft Excel - need to be very comfortable working with excel (i.e. create pivot tales)
• InspectorADE - Extensive back-office InspectorADE knowledge required.
Here is a list of the daily task, duties and responsibilities that the Inspection Manager will be responsible for.
Daily Inspector Updates
• Manage and coordinate the inspector network with the intent to identify those inspectors that are not completing work and what might be causing the delay
• Send daily late work request messages out to inspectors who have late work in their queue
• Maintain the company inspector dashboard with updates from the field
• Work with inspectors directly to answer their questions (address location, form questions,
inspection requirements, etc.)
• Take inspector phone calls and provide needed information when requested
• Assure orders are being completed and managed through InspectorADE
• Communicate with Senior Management on a daily basis to relay inspector updates
Past Due Inspection
• Using InspectorADE to identify extremely aged inspections
• Follow up with inspectors via phone and messaging to determine the delay reason, estimated completion date and overall situation.
• Take ownership over extremely aged orders to make sure the inspector is completing them.
Inspection Management
• Reassign work between inspectors depending on who is working and who is not working
• Coordinate pay and expectations for out of territory fill in work
Follow-Up Needed
• Coordinate with inspectors to make sure follow up corrections are getting done
• Answer client estimated completed date emails related to follow-up needed inspections
• Answer clarification questions for client and inspectors related to follow ups
New Hire management
• Track New Hires during first 30 days to make sure that they have clicked download, completed first day of inspections, and check in on them via phone call.
• If someone isn't getting their work done, you can have the Director of Recruiting track them down for a status update
Unassigned Queue
• Manage Unassigned Queue to assign orders to nearby inspectors
• Coordinate pricing and coverage
• Communicate holes to VP of Operations so they can work on long term solutions.
Client Communication
• Work with clients to provide daily status updates on late inspections.
Other
• Senior Management might on occasion have additional tasks that he needs the Company assistance with
• Pick up additional duties when Senior Management is out of the office
Workday
• 8 hours per day (Monday through Friday)
• 9:00 am - 5:00 pm
• This job is a remote job
Benefits
• 15 days PTO
• 401K matching
• Health Insurance
$84k-135k yearly est. 60d+ ago
SDR Manager
Pitchbook Data 3.8
San Francisco, CA jobs
At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.
Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence.
If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.
About the Role:
PitchBook's Account Development team drives growth through strategic collaboration with Account Managers and Business Development Representatives in our Core segment. ADRs focus on expanding existing client accounts and generating new sales within non-client and prior client accounts, operating as part of a pod structure. This is a highly collaborative effort across the account team, ensuring pipeline creation and progression that leads to revenue growth and deeper client relationships.
PitchBook's Manager, Account Development manages a team of Account Development Representatives (ADRs) supporting our Core. They are responsible for hiring and onboarding new Account Development professionals, overseeing performance for onboarding reps, supporting ongoing training and development, and addressing day to day needs. This role is responsible for developing high-performing, value-driven account development professionals, with a strong focus on continuous growth and professional development.
Primary Job Responsibilities:
Lead and inspire a team of Account Development Representatives to consistently exceed sales goals through hands-on coaching, motivation, and team development
Inspire a supportive team culture aligned with company values, cultivating an environment that empowers individual and team success
Conduct regular team meetings to share best practices, review metrics, and reinforce expectations, promoting continuous learning
Support new hires with thorough onboarding and learning path completion, setting them up for success from day one
Set clear team objectives and key results, aligning Account Development Representative goals with broader account growth targets
Take ownership of team outcomes, tracking progress and providing leadership with regular performance updates
Hold consistent 1:1s with each team member to discuss performance, strategic goals, coaching needs, and career development
Use data to monitor performance, diagnose challenges, and provide targeted coaching on pipeline management and opportunity creation
Coach team members to enhance productivity by effectively managing lead flow, tracking weekly activities, and upholding high standards in lead qualification to drive quality opportunities and maximize conversions
Ensure team adherence to standard operating procedures and role expectations, maintaining high quality in all activities
Partner with the Commercial team leadership to align Account Development Representative activities with account growth strategies, ensuring coordinated efforts across teams
Participate actively in Commercial team leadership meetings, offering insights and driving alignment on account growth strategies
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested
Skills and Qualifications:
Bachelor's degree
2+ years of professional management or team lead experience, ideally in a sales capacity
A good candidate for the role is someone who has personal experience exceeding sales quotas through grit and creative thinking
Experience in developing sales reps cold calling and prospecting skills
Experience with tools such as Salesforce, Outreach, and LeanData/BookIt
Possess strong negotiation skills and proven ability to effectively close leads
Interest in financial markets or services, particularly private capital markets
Strong coaching and career development acumen
Uphold organizational expectations of professionalism for both internal and external interactions
Self-motivated, persistent, and goal-oriented attitude and can work effectively as part of a team
Ability to operate with a strong sense of urgency and deliver results
Highly curious with a positive attitude
Superior organization and able to effectively manage a large team
High emotional intelligence and able to build trust with a diverse group of employees and stakeholders
Exemplary verbal and written communication skills
Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation at PitchBook:
Physical Health
Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance
Emotional Health
Paid sabbatical program after four years
Paid family and paternity leave
Annual educational stipend
Ability to apply for tuition reimbursement
CFA exam stipend
Robust training programs on industry and soft skills
Employee assistance program
Generous allotment of vacation days, sick days, and volunteer days
Social Health
Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company-wide events
Employee referral bonus program
Quarterly team building events
Financial Health
401k match
Shared ownership employee stock program
Monthly transportation stipend
*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.
Compensation
Annual base salary: $95,000-$95,000
Annual on target variable commission of fully ramped representative meeting expectations: $60,000
Working Conditions:
At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't be replicated remotely. This role is expected to be in the office 5 days a week.
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.
#LI-AD2
#LI-Onsite
$95k-95k yearly Auto-Apply 6d ago
Concrete Scanning Manager
Yellowstone Local 3.9
Portland, OR jobs
Yellowstone Local is proud to represent Bedrock Concrete Cutting, an industry leader in concrete scanning, cutting, and structural solutions.
Are you the kind of pro who knows how to see what others can't beneath the surface, and lead others to do the same?
What's in it for You?
Salary starting at $90,000+, based on experience
Full-time role with consistent, year-round work
Access to top-of-the-line GPR and NDT equipment and software
High-impact leadership role in a growing division
Health and retirement benefits (details provided during interview)
Portland, OR-based, with projects across the metro and I-5 corridor
Why You'll Love It Here
You're not just another cog. You'll be leading and scaling a critical business line with the autonomy and trust to make it your own.
Field-tested leadership. Work shoulder-to-shoulder with seasoned pros like Ian Kirkley and a hard-nosed, no-nonsense team that respects capability over talk.
Career-defining impact. This isn't a maintenance gig, this is about building something from the ground up, backed by ownership who values your technical and leadership chops.
No fluff. No politics. Just solid people, big growth goals, and high standards.
Your New Role
We're hiring a Concrete Scanning Manager to lead and grow our scanning and non-destructive testing division, a role traditionally known in our team as the GPR/NDT Manager. This position blends field expertise, leadership, and client-facing responsibilities to drive results and scale our operation.
Located in Portland, Oregon, you'll be responsible for:
Leading all GPR scanning and NDT operations, from field execution to data analysis
Performing subsurface location and structural analysis for concrete and concrete structures
Using software like GPR Slice and Insights for post-processing and reporting
Expanding scanning/NDT services by building trust with clients and uncovering new opportunities
Owning sales conversations and customer relationships tied to scanning services
Acting as the subject matter expert and mentor for future hires in this division
Collaborating closely with the field team to ensure quality and safety on every project
Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience.
5+ years of hands-on experience with Ground Penetrating Radar (GPR) in a structural or construction setting
Proven ability to lead in the field and command client trust through technical credibility
Proficiency with subsurface mapping, data interpretation, and NDT methods
Experience using tools like GPR Slice, Insights, or similar post-processing software
Familiarity with ultrasound, corrosion/half-cell measurement, permeability, and other NDT techniques
Strong communication skills and the ability to build rapport with field crews and customers
Must be comfortable working in the field, not just managing from behind a desk
Valid driver's license and reliable transportation
Degree in geophysics, engineering, or a related field is preferred but not required
Bedrock Concrete Cutting is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #yellow
$90k yearly 12d ago
Manager, IP Dispute Resolution (Financial Expert Practice)
Ocean Tomo 3.7
Chicago, IL jobs
Ocean Tomo offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity and problem solving. We require flexibility, dedication and initiative. In return, we provide exceptional opportunities. We are often asked to apply advanced financial and economic principles to assist in the evaluation of emerging technologies or technology-rich corporations.
As a Manager in Intellectual Property Dispute Resolution in our Financial Experts practice, you will focus on the daily management of litigation engagements. Some of the responsibilities include meeting with clients and/or counsel to collect information for the creation of reports and financial analyses/models, analyzing and critiquing opposing parties' claims, managing Analysts and working closely with the Managing Directors of the firm.
Responsibilities:
Creating complex financial models on client businesses and products
Writing reports, presentations and other materials
Daily management of engagements including meetings with clients and counsel
Critiquing opposing parties' claims
Directing analyst efforts in preparing models, reports and research and other activities on the engagement
Synthesizing financial, marketing and other documents
Managing small to medium sized projects independently
Training of analysts on technical concepts
Assisting with practice development efforts of the Directors and Managing Directors
Playing a supporting role in identifying and exploring new business opportunities
Requirements:
Bachelors or Masters concentrating in finance, accounting, business or economics from a highly regarded program
4 plus years of litigation consulting or intellectual property valuation experience
CPA/CFA preferred
High degree of professionalism, integrity and flexibility
Excellent oral and written communication skills
Great attitude and client presence
Experience managing team members
Solid analytical skills, and the ability to work well in a team environment are essential
Proficiency with MS Word and Excel
Superior attention to detail
Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.
Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity value broadly defined.
As a team, we are:
Innovative: Offering state of the art and proprietary services within each business we operate.
Client Focused: Responding and providing a level of service exceeding expectations.
Quality Obsessed: Managing all work products to a zero-error tolerance.
Profit Centric: Seeking to maximize profits to our employees and investors over strategies focused on growth.
Team Oriented: Working together to serve clients and build a unified firm regardless of office locale or primary practice responsibility.
Inclusive: Ocean Tomo welcomes everyone, recognizing diversity as an asset for ourselves and our clients.
Why Work for Us?
We are an organization built upon the concept of the "team." Our culture and our work set us apart. Our people make all the difference. In addition to excellent employee benefits, some of our innovative benefits include:
Hybrid work environment
Incentive equity program
Annual bonus plan
Full reimbursement for industry exams and review courses (CPA, CFA, etc.)
Partial tuition reimbursement
Unlimited paid time off and paid holidays
Applicants MUST submit resumes at ********************************** Local candidates preferred. Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa.
Ocean Tomo, LLC and Veris Consulting, LLC are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
$99k-145k yearly est. 60d+ ago
SALT Manager
HLB Gross Collins 3.7
Atlanta, GA jobs
HLB Gross Collins is looking for a State & Local Tax (SALT) Manager for our Atlanta, GA office. A career in SALT practice will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives. You will also ensure that compliance is consistent with good business practices and with the states applicable tax laws and rules. You'll help with identifying and exploring indirect tax opportunities and issues related to business expansion, systems and controls, refunds and cash flow, and policy and design.
Position Description
Deliver profitable SALT services to our clients.
Manage SALT practice
Provide timely, high quality client service that meets or exceeds client expectations with tax advice and consultation
Research and resolve technical state and local tax issues
Prepare technical memoranda and other client deliverables
Manage tax assignments and related projects
Plan and coordinate the flow of information with the client
Review work papers and state tax returns
Participate in the billing and collection process
Recognize opportunities for providing additional services to clients, marketing technical specialty or expertise to client
Coach others and encourage them to take ownership of their development.
Analyze complex ideas or proposals and build a range of meaningful recommendations.
Qualifications
CPA license
BS Degree in Accounting
5+ years of current or recent experience in public accounting or corporate tax department
Familiarity with researching state tax laws and regulations
Strong communication and writing skills
Tax compliance experience/background
$88k-112k yearly est. Auto-Apply 60d+ ago
SALT Manager
HLB Gross Collins 3.7
Atlanta, GA jobs
Job DescriptionHLB Gross Collins is looking for a State & Local Tax (SALT) Manager for our Atlanta, GA office. A career in SALT practice will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives. You will also ensure that compliance is consistent with good business practices and with the states applicable tax laws and rules. You'll help with identifying and exploring indirect tax opportunities and issues related to business expansion, systems and controls, refunds and cash flow, and policy and design.
Position Description
Deliver profitable SALT services to our clients.
Manage SALT practice
Provide timely, high quality client service that meets or exceeds client expectations with tax advice and consultation
Research and resolve technical state and local tax issues
Prepare technical memoranda and other client deliverables
Manage tax assignments and related projects
Plan and coordinate the flow of information with the client
Review work papers and state tax returns
Participate in the billing and collection process
Recognize opportunities for providing additional services to clients, marketing technical specialty or expertise to client
Coach others and encourage them to take ownership of their development.
Analyze complex ideas or proposals and build a range of meaningful recommendations.
Qualifications
CPA license
BS Degree in Accounting
5+ years of current or recent experience in public accounting or corporate tax department
Familiarity with researching state tax laws and regulations
Strong communication and writing skills
Tax compliance experience/background
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$88k-112k yearly est. 3d ago
Manager, FP&A
Mastercard 4.7
New York jobs
Our Purpose
Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Manager, FP&AOverview
We are seeking a Finance Manager to lead and support regional driver-based forecasting, revenue analysis, and variance tracking. This role will be pivotal in enhancing forecast accuracy, aligning regional insights with corporate models, and driving strategic financial decisions across business units.
Key Responsibilities
Forecasting & Variance Analysis
- Lead monthly and weekly driver-based revenue forecasts across regions, ensuring alignment with corporate FP&A models and timelines.
- Analyze forecast anomalies and variances, applying business logic and regional feedback to refine projections.
- Deliver clear, concise, and insightful financial analysis to explain business trends and forecast variances to senior leadership, enabling informed decision-making.
Regional Collaboration & Insight Gathering
- Partner with regional finance teams to gather qualitative and quantitative inputs, including major business movements, one-off events, and saturation trends.
- Facilitate feedback loops with regional stakeholders to improve forecast accuracy and model explainability.
- Act as liaison between corporate and regional teams to ensure consistent application of forecasting methodologies and assumptions.
Reporting & Automation
- Deliver forecast outputs and variance analysis via Tableau and Power BI dashboards.
- Support the rollout and refinement of AI-driven forecasting tools (e.g., RevAuto), including anomaly detection and holiday adjustments.
- Contribute to the development of explainability models and scenario analysis frameworks.
Strategic Planning & Process Improvement
- Assist in long-range planning and strategic forecasting initiatives, including product-level and regional granularity.
- Identify and implement process improvements to streamline forecasting cycles and enhance data transparency.
- Support finance automation initiatives and contribute to the evolution of forecasting tools and methodologies.
All About You:
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
- Experience in financial planning and analysis, preferably in a global or regional capacity.
- Strong analytical skills with experience in driver-based forecasting, variance analysis, and financial modelling.
- Proficiency in Tableau, Power BI, and Excel; familiarity with Hyperion and AI forecasting tools is a plus.
- Excellent communication and stakeholder management skills, with a collaborative mindset.Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
Abide by Mastercard's security policies and practices;
Ensure the confidentiality and integrity of the information being accessed;
Report any suspected information security violation or breach, and
Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
Pay Ranges
Purchase, New York: $125,000 - $207,000 USD
$125k-207k yearly Auto-Apply 24d ago
Manager, BizOps
Mastercard 4.7
OFallon, MO jobs
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Manager, BizOps
"MDS BizOps team is looking for a Manager of Site Reliability Engineers who can help us solve problems.
* Are you a born problem solver who loves to figure out how something works?
* Do you have a low tolerance for manual work and look to automate everything you can?
Business Operations is leading the DevOps transformation at Mastercard through our tooling and by being an advocate for change & standards throughout the development, quality, release, and product organizations. We need team members with an appetite for change and pushing the boundaries of what can be done with automation. Experience in working across development, operations, and product teams to prioritize needs and to build relationships is a must.
Mission
The role of business operations is to be the production readiness steward for the platform. This is accomplished by closely partnering with developers to design, build, implement, and support technology services. A business operations engineer will ensure operational criteria like system availability, capacity, performance, monitoring, self-healing, and deployment automation are implemented throughout the delivery process. Business Operations plays a key role in leading the DevOps transformation at Mastercard through our tooling and by being an advocate for change and standards throughout the development, quality, release, and product organizations.
We accomplish this transformation through supporting daily operations with a hyper focus on triage and then root cause by understanding the business impact of our products. The goal of every biz ops team is to shift left to be more proactive and upfront in the development process, and to proactively manage production and change activities to maximize customer experience, and increase the overall value of supported applications. Biz Ops teams also focus on risk management by tying all our activities together with an overarching responsibility for compliance and risk mitigation across all our environments. A biz ops focus is also on streamlining and standardizing traditional application specific support activities and centralizing points of interaction for both internal and external partners by communicating effectively with all key stakeholders.
Ultimately, the role of biz ops is to align Product and Customer Focused priorities with Operational needs. We regularly review our run state not only from an internal perspective, but also understanding and providing the feedback loop to our development partners on how we can improve the customer experience of our applications.
Responsibilities
* Engage in and improve the whole lifecycle of services-from inception and design, through deployment, operation and refinement.
* Analyze ITSM activities of the platform and provide feedback loop to development teams on operational gaps or resiliency concerns
* Support services before they go live through activities such as system design consulting, capacity planning and launch reviews.
* Maintain services once they are live by measuring and monitoring availability, latency and overall system health.
* Scale systems sustainably through mechanisms like automation, and evolve systems by pushing for changes that improve reliability and velocity.
* Support the application CI/CD pipeline for promoting software into higher environments through validation and operational gating, and lead Mastercard in DevOps automation and best practices.
* Practice sustainable incident response and blameless postmortems.
* Take a holistic approach to problem solving, by connecting the dots during a production event thru the various technology stack that makes up the platform, to optimize mean time to recover
* Work with a global team spread across tech hubs in multiple geographies and time zones
* Share knowledge and mentor junior resources
Qualifications
* BS degree in Computer Science or related technical field involving coding (e.g., physics or mathematics), or equivalent practical experience.
* Past experience with COBOL and DB2. Knowledge of Microfocus and Linux is helpful.
* Experience with algorithms, data structures, scripting, pipeline management, and software design.
* Systematic problem-solving approach, coupled with strong communication skills and a sense of ownership and drive.
* Ability to help debug and optimize code and automate routine tasks.
* We support many different stakeholders. Experience in dealing with difficult situations and making decisions with a sense of urgency is needed.
* Experience in one or more of the following is preferred: C, C++, Java, Python, Go, Perl or Ruby.
* Interest in designing, analyzing and troubleshooting large-scale distributed systems.
* We need team members with an appetite for change and pushing the boundaries of what can be done with automation. Experience in working across development, operations, and product teams to prioritize needs and to build relationships is a must.
* Experience in industry standard CI/CD tools like Git/BitBucket, Jenkins, Maven, Artifactory, and Chef. Experience designing and implementing an effective and efficient CI/CD flow that gets code from dev to prod with high quality and minimal manual effort is desired."
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
Pay Ranges
O'Fallon, Missouri: $122,000 - $207,000 USD
$122k-207k yearly Auto-Apply 26d ago
Manager, FP&A
Mastercard 4.7
Harrison, NY jobs
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Manager, FP&A
Overview
We are seeking a Finance Manager to lead and support regional driver-based forecasting, revenue analysis, and variance tracking. This role will be pivotal in enhancing forecast accuracy, aligning regional insights with corporate models, and driving strategic financial decisions across business units.
Key Responsibilities
Forecasting & Variance Analysis
* Lead monthly and weekly driver-based revenue forecasts across regions, ensuring alignment with corporate FP&A models and timelines.
* Analyze forecast anomalies and variances, applying business logic and regional feedback to refine projections.
* Deliver clear, concise, and insightful financial analysis to explain business trends and forecast variances to senior leadership, enabling informed decision-making.
Regional Collaboration & Insight Gathering
* Partner with regional finance teams to gather qualitative and quantitative inputs, including major business movements, one-off events, and saturation trends.
* Facilitate feedback loops with regional stakeholders to improve forecast accuracy and model explainability.
* Act as liaison between corporate and regional teams to ensure consistent application of forecasting methodologies and assumptions.
Reporting & Automation
* Deliver forecast outputs and variance analysis via Tableau and Power BI dashboards.
* Support the rollout and refinement of AI-driven forecasting tools (e.g., RevAuto), including anomaly detection and holiday adjustments.
* Contribute to the development of explainability models and scenario analysis frameworks.
Strategic Planning & Process Improvement
* Assist in long-range planning and strategic forecasting initiatives, including product-level and regional granularity.
* Identify and implement process improvements to streamline forecasting cycles and enhance data transparency.
* Support finance automation initiatives and contribute to the evolution of forecasting tools and methodologies.
All About You:
* Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
* Experience in financial planning and analysis, preferably in a global or regional capacity.
* Strong analytical skills with experience in driver-based forecasting, variance analysis, and financial modelling.
* Proficiency in Tableau, Power BI, and Excel; familiarity with Hyperion and AI forecasting tools is a plus.
* Excellent communication and stakeholder management skills, with a collaborative mindset.
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
Pay Ranges
Purchase, New York: $125,000 - $207,000 USD
$125k-207k yearly Auto-Apply 23d ago
Manager, FP&A
Mastercard 4.7
Harrison, NY jobs
**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Manager, FP&A
Overview
We are seeking a Finance Manager to lead and support regional driver-based forecasting, revenue analysis, and variance tracking. This role will be pivotal in enhancing forecast accuracy, aligning regional insights with corporate models, and driving strategic financial decisions across business units.
Key Responsibilities
Forecasting & Variance Analysis
- Lead monthly and weekly driver-based revenue forecasts across regions, ensuring alignment with corporate FP&A models and timelines.
- Analyze forecast anomalies and variances, applying business logic and regional feedback to refine projections.
- Deliver clear, concise, and insightful financial analysis to explain business trends and forecast variances to senior leadership, enabling informed decision-making.
Regional Collaboration & Insight Gathering
- Partner with regional finance teams to gather qualitative and quantitative inputs, including major business movements, one-off events, and saturation trends.
- Facilitate feedback loops with regional stakeholders to improve forecast accuracy and model explainability.
- Act as liaison between corporate and regional teams to ensure consistent application of forecasting methodologies and assumptions.
Reporting & Automation
- Deliver forecast outputs and variance analysis via Tableau and Power BI dashboards.
- Support the rollout and refinement of AI-driven forecasting tools (e.g., RevAuto), including anomaly detection and holiday adjustments.
- Contribute to the development of explainability models and scenario analysis frameworks.
Strategic Planning & Process Improvement
- Assist in long-range planning and strategic forecasting initiatives, including product-level and regional granularity.
- Identify and implement process improvements to streamline forecasting cycles and enhance data transparency.
- Support finance automation initiatives and contribute to the evolution of forecasting tools and methodologies.
All About You:
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
- Experience in financial planning and analysis, preferably in a global or regional capacity.
- Strong analytical skills with experience in driver-based forecasting, variance analysis, and financial modelling.
- Proficiency in Tableau, Power BI, and Excel; familiarity with Hyperion and AI forecasting tools is a plus.
- Excellent communication and stakeholder management skills, with a collaborative mindset.
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
**Pay Ranges**
Purchase, New York: $125,000 - $207,000 USD
$125k-207k yearly 22d ago
Manager
Standard Chartered 4.8
Indiana jobs
Apply now Work Type: Office Working Employment Type: Permanent Job Description: * Manager will be responsible for execution & result analysis of stress testing results for B/S , P/L , Risk Metrics and Key Liquidity and Capital indicators.
RESPONSIBILITIES
* Enterprise stress testing comprises the stress tests required by the Group, regions, country and risk management teams, and other senior stakeholders as required to inform Risk Appetite and the stress tests required by the Bank's regulators.
* The team has responsibility for the execution of the Bank's stress test exercises internally and to external regulators. It is also the centre of excellence for all strategic changes and operational controls, compliance attestation and policy setting for stress testing in the enterprise. As such, this individual will be working as part of a cohesive "strategy and execution" function. The team sets and runs the production schedule for stress testing.
* The intent of the hub is to primarily run central workstream production tasks and sub-tasks during the running of each stress test exercise utilising ITO (Group IT) supported technology and produce management reporting on the same.
* The successful candidate for this position will play a key role in executing the stress test models in relation to the Balance Sheet and Capital and Liquidity Requirements in the Bank's stress test exercises.
* This will include Resolution Planning, Recovery Planning, Reverse Stress Testing, Internal Capital Adequacy Assessment Process (ICAAP), and Bank-of-England (BOE) Stress Test for the Group.
* In addition, he/she should be able to provide valuable inputs to help identify opportunities to improve on stress testing current processes and own quantitative changes and change requests.
* Responsible for the stress testing data sourcing and preparations, methodological calculations including the use of existing infrastructure and technology, producing quantitative charts and packs and other related requirements.
* Ensure compliance with governance related aspects of EST production and delivery
* This is a rapidly evolving space so the role holder must be comfortable with ambiguity and change.
Business
The role holder is responsible for the following in undertaking the role:
The role holder is responsible for the following in undertaking the role:
Strong Focus on Balance Sheet and Profit and Loss Statements Analysis.
Strong Focus on Capital metrics like CET1 ratio, tier1 ratio, tier2, ratio double leverage ratio, etc
Strong Focus on Liquidity metrics like LCR, NSFR, etc
Execution of the capital and liquidity stress test models for the entire balance sheet for the Group/Solo
Consider all different dimensions -segment, geographies, and products - of the bank
Ensure input data quality, reconciliation, validation, consistency with various sources
Support documentation of stress test model methodology, ensuring it is compliant with group governance standards
Produce related data templates for external regulators (STDF)
Processes
The role holder will need to support the establishment and documentation of all processes and effective controls for the hub in accordance with the broader stress testing team
Risk Management
Ensure all activity adheres to the Enterprise Risk Management Framework, relevant policies and standards, with a specific focus on ensuring an effective framework for the management of operational risks as they pertain to the role.
Governance
* Demonstrate an awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
* Deliver 'effective governance'; capability to challenge colleagues effectively, or escalate appropriately; and willingness to work in an open and cooperative manner with all.
Regulatory & Business Conduct
* Display exemplary conduct and live by the Group's Values and Code of Conduct.
* Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
* Lead the [country / business unit / function/XXX [team] to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *
* Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
* [Insert local regulator e.g. PRA/FCA prescribed responsibilities and Rationale for allocation].
[Where relevant - Additionally, for subsidiaries or relevant non -subsidiaries]
* Serve as a Director of the Board of [insert name of entities]
* Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)
Key stakeholders
* Stress Testing Team
* Enterprise Risk Management members
* Key Risk colleagues
* Business leadership
* Risk Transformation Programme Team
* Key operations and technology partners / vendors
Other Responsibilities
* As delegated by Head of Stress Testing from time to time.
Skills and Experience
Finance
Risk
SAS
Python
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
* Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
* Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
* Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
* Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
* Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
* Flexible working options based around home and office locations, with flexible working patterns.
* Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
* A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
* Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Apply now
Information at a Glance
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$71k-108k yearly est. 9d ago
Programme Manager
Standard Chartered 4.8
Indiana jobs
Apply now Work Type: Office Working Employment Type: Permanent Job Description: * The Sales Enablement unit, which sits within Corporate and Institutional Banking (CIB) Platforms, is looking to hire a Programme Manager to join a well-established programme that has been set up to deliver the long-term Customer Relationship Management (CRM) solution. The programme looks to transform our sales, marketing & servicing approach, to unlock new revenue opportunities and to support our top-line growth ambition.
* The Programme Manager will be a part of the of the Sales Enablement leadership team and is responsible for the management of supporting functions within the CRMx programme.
* The incumbent will be responsible to support the inception, execution and closure of Initiatives following the Bank's Change Delivery Standard (CDS), which will enable the Product Owners and Business Leads to fully focus on delivery of key priorities that will have a positive impact on that affect the CIB frontline and management teams globally.
Key Responsibilities
Strategy
* Awareness and understanding of CIB business strategy and model appropriate to the role.
Business
Initiatives Budget/Financial Management
* Manage and ensure Investment budgets are within approved allocations.
* Ensure accurate and realistic forecasts are maintained; monitor and follow up on variances; support the sponsor in meeting the Initiative's financial commitments in each year and over its life.
* Work with Tech and Portfolio PMO teams to provide an accurate view of actual spend; track and provide evidence for accruals, recharge and third party spend.
* Manage vendor contract reviews including preparing Statement of Work and vendor procurement processes including RFP/RFI process as and when required.
* Management & Oversight of Project Cost Centres.
People & Talent
* Support Sales Enablement team and others in the team on ad hoc projects, strategic initiatives and exercises aimed at improving or enhancing the team's activities.
* Continually strive to share key relevant knowledge and learnings with others across the team.
Risk Management
* Responsible for the Programme delivery Risks and Issues and Dependencies management and reporting.
* Review & mitigate process & business-related impacts and assessment with Process, Operational Risk and CFCC Owners as applicable.
* Coordinate the necessary Change Risk Assessments and its timely reviews with the Product teams and the Risk Framework Owners for their approvals.
* Ensure there is due diligence on vendor capabilities and service records when involved in evaluating vendor.
* Confidential information related to programme/projects costs and resources must be handled in discreet and professional manner.
Governance
* Ensure that the delivery of the programmes adhere to the Bank's Change Delivery Standards. Resolve any Data Quality issues expeditiously.
* Prepare and deliver all initiative related materials for QPR/MPR, Refinement Forums/Programme Steering Committees. This includes the timely updating the Status Reports and Financials (including Benefits) in Clarity for the necessary extracts into Forum(s) materials. Ensuring timeliness, accuracy and relevance of data, including ownership of key messages to be delivered and approvals sought.
Regulatory & Business Conduct
* Display exemplary conduct and live by the Group's Values and Code of Conduct.
* Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
* Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
* CIB DDCP MT
* CIB Platforms and Frontline Applications Support Team MT
* Sales Enablement (CRMx and CIBCS) Product Owners
* CIB Process Owners and delegates, as applicable
* CIB DDCP and Coverage Portfolio PMO teams
* CIB Platforms and Coverage QPR/MPR Central Team
* Business Finance teams
* CIB T & I PMO
* Risk Framework Owners for CIB Processes, where relevant
* Legal, Audit and CFCC, where relevant
Other Responsibilities
* Embed Here for good and Group's brand and values in Sales Enablement Team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); [List all responsibilities associated with the role]
Skills and Experience
* Corporate Banking Knowledge
* Clarity Knowledge
* Client Relationship Management
* Analytical Skills
* Presentation Skills
* Communication Skills
* JIRA/ADO
Qualifications
Languages
* English
Certifications
* PMP
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
* Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
* Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
* Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
* Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
* Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
* Flexible working options based around home and office locations, with flexible working patterns.
* Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
* A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
* Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Apply now
Information at a Glance
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*
*
*
*
$71k-108k yearly est. 7d ago
Manager
Standard Chartered 4.8
Indiana jobs
Apply now Work Type: Hybrid Working Employment Type: Permanent Job Description: * This role will be responsible for developing and executing internal and external communication strategies to enhance the visibility and reputation of the GBS India Entity. This role requires a creative and strategic thinker with excellent writing and communication skills, capable of managing multiple projects simultaneously.
Key Responsibilities
Internal Communications:
* Develop and implement internal communication plans to keep employees informed and engaged.
* Create and distribute internal newsletters, emails, and other communication materials.
* Organize and manage internal events, town halls, and employee engagement activities.
* Collaborate with HR and other departments to support internal communication needs.
External Communications:
* Assist in developing and executing external communication strategies to promote the GBS India Entity.
* Draft press releases, articles, and other content for external distribution.
* Manage social media accounts and online presence to enhance brand visibility.
* Coordinate with external agencies and media contacts as needed.
Content Creation:
* Produce high-quality written and visual content for various communication channels.
* Develop and maintain a content calendar to ensure timely and consistent communication.
* Create presentations, reports, and other materials for internal and external audiences.
Stakeholder Management:
* Build and maintain relationships with key stakeholders, including employees, management, media, and external partners.
* Act as a liaison between different departments to ensure efforts.
* Contribute to overall GBS India Operations leadership requirements
* Engage key stakeholders and support functions for strategic transformation and governance responsibilities
Measurement and Reporting:
* Monitor and analyze the effectiveness of communication strategies and campaigns.
* Provide regular reports on communication activities and outcomes.
* Identify areas for improvement and recommend adjustments to strategies as needed.
People & Talent
* Engagement with wide range of stakeholders. Lead through example and build the appropriate culture and values. Set appropriate tone and expectations for the team and work in collaboration.
* Formulate and execute external hiring by collaborating with Talent Acquisition , preferred educational institutions and create network
Risk Management
* Ensure a full understanding of the risk and control environment in area of responsibility
Governance
* Have a strong Governance relevant to the role
Regulatory & Business Conduct
* Display exemplary conduct and live by the Group's Values and Code of Conduct.
* Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
* Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
* All GBS India leadership team members
* Functional Heads of departments.
* Key external contacts in industry
Other Responsibilities
* Embed Here for good and Group's brand and values in GBS India; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); [List all responsibilities associated with the role]
Skills and Experience
* Excel, word, PPT
Qualifications
* Bachelor's degree in Communications, Public Relations, Journalism, Marketing, or a related field.
* 3-5 years of experience in a communications role, preferably within a corporate or global business services environment.
* Excellent written and verbal communication skills.
* Excellent power point and storytelling skills
* Strong project management and organizational skills.
* Proficiency in using communication tools and platforms, including social media, email marketing, and content management systems.
* Ability to work independently and as part of a team.
* Creative thinking and problem-solving abilities.
* Strong interpersonal skills and ability to build relationships with stakeholders at all levels.
* Ability to work to fixed timelines and with people in different time zones
* Ability to drive multiple agenda and effectively manage priorities
Competencies
Action Oriented
Collaborates
Manages Ambiguity
Decision Quality
Strategic Mindset
Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
* Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
* Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
* Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
* Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
* Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
* Flexible working options based around home and office locations, with flexible working patterns.
* Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
* A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
* Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Apply now
Information at a Glance
*
*
*
*
*
$71k-108k yearly est. 9d ago
Valuations Manager
UHY 4.7
Houston, TX jobs
JOB SUMMARYAs a Manager within the Valuation team, you will be a key member of our current and future growth, responsible for leading and overseeing complex valuation engagements for our clients and mentoring staff. Leveraging your expertise in financial analysis, market research, and valuation methodologies, you will guide a team of professionals in delivering high-quality valuation services. This role offers a unique opportunity to lead and shape the strategic direction of our valuation practice while providing important insights to our clients.
Conduct comprehensive financial analysis, including financial modeling, discounted cash flow (DCF) analysis, and comparative market analysis
Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies
Prepare detailed valuation reports and presentations
Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation services
Assist management in planning and managing engagement activity and follow through to achieve results
Demonstrate technical knowledge effectively through written and verbal communication
Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery
Mentor and train new staff in areas of expertise and responsibility
Recognize needs and issues pertinent to client activity and demonstrates ownership of engagement's day-to-day tasks and activities
Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparable, and scenario analysis
Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements
Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software
Supervisory responsibilities
Will supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel required
Some travel may be required to client sites during engagements
Required education and experience
Bachelor's degree in accounting, finance, economics, or a related field
4 - 6 years in relevant position
Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation
Preferred education and experience
Master's degree in accounting, finance, economics, or a related field
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
$89k-112k yearly est. Auto-Apply 5d ago
Valuations (VAS) Manager
UHY 4.7
Sterling Heights, MI jobs
JOB SUMMARYAs a Manager within the Valuation team, you will be a key member of our current and future growth, responsible for leading and overseeing complex valuation engagements for our clients and mentoring staff. Leveraging your expertise in financial analysis, market research, and valuation methodologies, you will guide a team of professionals in delivering high-quality valuation services. This role offers a unique opportunity to lead and shape the strategic direction of our valuation practice while providing important insights to our clients.
Conduct comprehensive financial analysis, including financial modeling, discounted cash flow (DCF) analysis, and comparative market analysis
Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies
Prepare detailed valuation reports and presentations
Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation services
Assist management in planning and managing engagement activity and follow through to achieve results
Demonstrate technical knowledge effectively through written and verbal communication
Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery
Mentor and train new staff in areas of expertise and responsibility
Recognize needs and issues pertinent to client activity and demonstrates ownership of engagement's day-to-day tasks and activities
Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparable, and scenario analysis
Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements
Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software
Supervisory responsibilities
Will supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel required
Some travel may be required to client sites during engagements
Required education and experience
Bachelor's degree in accounting, finance, economics, or a related field
4 - 6 years in relevant position
Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation
Preferred education and experience
Master's degree in accounting, finance, economics, or a related field
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
$89k-111k yearly est. Auto-Apply 10d ago
FP&A Manager
UHY 4.7
Farmington Hills, MI jobs
JOB SUMMARYAs an FP&A Manager, you will be responsible for overseeing financial planning processes, analysis, and strategic decision support. This role focuses on managing and optimizing financial workflows, ensuring accurate reporting, and providing data-driven insights to drive business performance. You will collaborate closely with senior leadership and cross-functional teams to enhance financial operations and decision-making.
Lead the development, execution, and continuous improvement of financial planning and analysis processes
Prepare and present financial reports, summarizing key findings and strategic recommendations
Monitor industry trends, economic conditions, and regulatory changes to assess their impact on financial strategies
Oversee financial reporting infrastructure, ensuring accuracy, efficiency, and scalability
Conduct in-depth variance analysis to identify business drivers and trends affecting financial performance
Develop and refine detailed budgets and financial forecasts
Partner with leadership and cross-functional teams to support strategic planning and business initiatives
Design and implement dashboards, scorecards, and financial reports to enhance decision-making
Prepare ad hoc financial reports and analyses as needed to support business objectives
Create and present quarterly financial narratives for private equity (PE) stakeholders
Participate in management discussions and analysis (MD&A), providing insights on financial performance and business strategy
Evaluate potential business deals, assessing financial impact and strategic fit
Extensive experience in mergers and acquisitions, including financial modeling, due diligence, and post-acquisition integration analysis
Deep expertise in Excel, including complex financial modeling, data analysis, and automation of reporting processes
Advanced data modeling skills, with the ability to interpret large datasets and translate insights into actionable strategies
Manage M&A evaluation models and contribute to recommendations for future opportunities
Identify areas for process improvement and drive initiatives to enhance financial operations
Support the development of a firm-wide Performance Management framework
Supervisory responsibilities
N/A
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
N/A
Required education and experience
Bachelor's degree in accounting, finance, or a related field
5 - 8+ years of experience in financial planning, analysis, and forecasting
Experience managing financial processes, reporting, and strategic analysis
Advanced proficiency in Excel and financial modeling
Preferred education and experience
Experience in a shared services environment
Professional certifications such as CFA, CPA, or CFP
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.