CBIZ jobs

#LI-OD1 #LI-Hybrid Responsibilities Perform essential tasks necessary to support internal team members in the quest of providing comprehensive retirement consulting, administration and/or actuarial services May assist in preparation and production of professional materials in work, excel and PowerPoint Provide administrative support such as scanning, copies, report binding, deliveries, mailings, etc. Manage incoming correspondence, including processing, logging, filing, and scanning Maintain office supplies, including purchasing and inventory May provide overall general office support related to operations, cleaning, and organizing May assist with account receivables May prepare and assemble mailings, including email blasts Additional responsibilities as assigned Preferred Qualifications Bachelor's degree Qualifications Minimum Qualifications High School Diploma or GED Five years of relevant work experience in the retirement planning industry Proficient use of applicable technology Advanced computer skills in Word, Excel, PowerPoint, and Outlook Experience with digital data management/filling system is an asset Ability to manage multiple projects and deliverables simultaneously Excellent written/verbal communication skills and use of grammar Excellent organizational skills and attention to detail Ability to adapt to a changing environment Ability to follow standard procedures Ability to work cooperatively with others Ability to build relationships and trust with internal and external clients and other key stakeholders

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. We are seeking an experienced, forward-thinking Director to lead the Manufacturing & Distribution (M&D) team within our Mid Market Outsourcing practice. This is a key leadership role responsible for practice growth, client delivery excellence, team development, and strategic oversight of complex operational accounting engagements. You will shape the direction of the practice, deepen client relationships, drive business development initiatives, and ensure our team consistently delivers high-quality results. Job Responsibilities * Provide strategic leadership for the M&D Outsourcing practice, guiding vision, priorities, and long-term goals in alignment with firm objectives. * Lead, develop, and mentor Managers and staff supporting multiple clients, fostering a high-performance culture centered on accountability, growth, and collaboration. * Oversee engagement delivery across the M&D client portfolio, ensuring accurate, timely, and high-quality accounting and finance operations. * Serve as the senior subject matter expert for M&D operational accounting, including inventory processes, costing, three-way match, and supply chain-related workflows. * Act as the executive-level advisor to clients, providing strategic insights, identifying operational improvements, and supporting decision-making. * Oversee full-cycle accounting, financial reporting, and compliance with US GAAP across the client portfolio. * Review and sign off on periodic management-use financial statements and supporting analyses. * Lead relationships with external auditors, internal firm stakeholders, and cross-functional partners on behalf of clients. * Direct the onboarding of new clients, including scoping, resource planning, transition oversight, and risk mitigation. * Partner closely with professional sellers and solution architects to drive business development activities-including go-to-market strategies, pricing, proposals, and client presentations. * Sponsor and support system implementation and optimization projects, guiding teams through operational accounting challenges in ERP environments (NetSuite, Dynamics, SAP, Intacct). * Develop future leaders through coaching, performance management, and ongoing skills development initiatives. * Navigate complex or ambiguous situations, set priorities for the team, and make sound decisions independently. Requirements * Bachelor's degree in Accounting, Finance, or related field, or equivalent experience. * Minimum of 12 years of progressive accounting or finance experience, ideally combining public accounting or consulting with hands-on M&D industry experience. * Minimum of 4 years leading managers and teams in a fast-paced, client-service environment. * Expertise in financial reporting, operational accounting, and US GAAP compliance. * Strong experience resolving complex operational accounting issues within M&D environments. * Proficiency with ERP systems (NetSuite, Dynamics, SAP, Intacct) relevant to manufacturing and distribution. * Demonstrated success driving relationships and growth. * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * CPA or CMA designation. * Prior experience as a Controller, Director of Finance, VP of Finance, or similar operational leadership role within M&D. * Experience leading cloud-based accounting system implementations or major conversions. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Illinois residents, the compensation range for this position: $177,000 - $208,200. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Work Arrangement: Remote, In-office or Hybrid Typical Day in the Life A typical day as a Professional Coding Consultant might include: * Perform coding compliance reviews primarily for professional services. Expertise in multiple specialties is required, including strength in Evaluation & Management and surgical coding. * Develop coding review summaries outlining detailed findings and recommendations, executive summaries and communicate with different levels within the facility or medical group practice. * Provide education to coders and providers following the coding review, as requested. * Support clients with provider coding and documentation improvement, conduct reviews for billing and other regulatory compliance with third party payers, revenue cycle management as well as reimbursement methodology advisory support. * Research new and existing coding and healthcare regulations and laws to be shared both internally and externally. * Marketing services provided by self and cross sell services offered by others within the Firm. * Attending various healthcare association meetings and conferences as a presenter and marketer as needed. * Write articles related to coding and healthcare issues impacting providers. * Provide internal educational sessions to staff to increase awareness of coding and healthcare issues, as well as creating awareness of service offerings. * Manage client relationships with integrity by monitoring client needs and building value into the professional service. * Evaluate the cost, benefits and risks of alternative solutions to client problems or needs. * Capitalize on personal and professional experiences in order to develop business and practice lines. * Provide training and delegating duties to Associate and Sr. Associate level staff, as applicable. * Managing client billing to ensure they reflect the work performed. * Participate in community organizations and industry functions. Who You Are * You are passionate about helping others and keeping up to date with ever-changing coding and health care regulations. * You hold a Bachelors/Associates degree in Health Information Management or related field. * You hold a credential through AHIMA and/or AAPC such as CCS-P/CPC. * You have 7+ years of experience with professional coding compliance reviews. * You have advanced knowledge of terminology, policies and practices, and billing and coding regulations of health care systems; with specific knowledge in professional coding and compliance practices. * You have the ability to communicate clearly, both verbally and in writing. * You have knowledge of various healthcare software packages and electronic health record systems (i.e. EPIC, Cerner, MEDITECH, etc.). * You have skills in networking and developing business. * You are comfortable working in a fast-paced, deadline-driven environment. * You have experience presenting to and educating providers, coders and other healthcare professionals. * You have professional services firm experience. * You have the ability to establish and maintain effective working relationships with co-workers and clients. * You can work on multiple projects and meet deadlines by setting priorities with work projects. * You are proficient with computers, Microsoft Office (Word and Excel) and using various software packages. * You can travel to client sites and conferences. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation: $105,000-$145,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-MB1 #LI-REMOTE

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Due to the continued growth of our Consulting practice, we are currently recruiting Technical Design Specialist with HL7 experience to join our Digital Solutions Healthcare team. As a part of Baker Tilly Consulting, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our client's most important needs. As a member of our team, you will also contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing the best people, and shaping our culture. Baker Tilly is providing integration services to a long-standing client that provides outpatient radiology and oncology services to health systems, hospitals, and physician groups across the country. We are leading efforts to enable the sharing of orders and results via HL7 messaging between our client and its customers. We are seeking Technical Design Specialists to work collaboratively with our project managers and interface developers to onboard our client's customers to their technical environment. Lead, manage and conduct requirements gathering sessions with health systems, hospitals, and physician groups (“Providers”) for HL7 messaging for radiology and oncology orders and results. Document requirements and processes utilizing flowcharts, process flow diagrams, process maps, etc. Work directly with Providers' EHR vendors, when necessary, to further define the requirements and specifications for HL7 messaging. Analyze documents and requirements, and then translate them into specifications for the interface developers. Communicate requirements and specifications for the HL7 messaging to the interface developers. Work collaboratively with the Providers and the interface developers to refine and validate the interface specifications. Once an HL7 interface is developed, lead and manage the interface testing process at the Provider site. Work collaboratively with the Provider to test interfaces and validate the data being shared. Coordinate with client technical teams to map, migrate, and integrate client data. Validate that the interfaces align with the Providers requirements: Provide go-live support for new interfaces Provide training to Provider technical staff Identify issues that arise during go-live and communicate them to Providers and interface developers Develop and implement fixes for issues that arise either independently or in collaboration with interface developers Report regularly to project manager and provide project updates for each Provider assigned to Technical Design Specialist. Adhere to project processes and documentation requirements as established by the project manager. Suggest enhancement or modifications to project artifacts that would expedite or better the onboarding process for Providers. Serve as the primary point of contact between our client and their customers throughout the onboarding process. Qualifications Bachelor's degree in computer science, management information systems, healthcare information management, or related field. Or experience in lieu of degree. Minimum of five (5) plus years of related experience; previous healthcare industry and consulting experience highly preferred. As the primary point of contact between our client and their customer, the Technical Design Specialist must possess excellent verbal and written communication skills. Experience with project management tools such as MS Project, JIRA, Smartsheet, etc. Project management experience/training is a plus. Demonstrate management, analytical, organization, interpersonal, project management, skills, and highly developed Microsoft Suite skills (Word, Excel) required. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects Project experience with HL7 interface development (e.g., requirements gathering, specifications development, testing, troubleshooting, deployment) Ability to work remotely. The compensation range for this role is $21.50 to $41.00. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Whether you intend to specialize or you'd rather gain exposure across many service lines, the sky's the limit. From day one, we invite you to make a difference-to be remarkable. Your role. You'll help instill confidence in organizations large and small by assuring their financial health. We'll give you the flexibility to craft business solutions, not just spreadsheets. Your work will include, but not be limited to: * Considering tax issues associated with mergers and acquisitions * Researching complex tax issues and write technical memorandum * Assisting with international tax structuring and operational issues * Preparing tax returns and serve as an integral part of engagement teams for clients * Assisting with National Tax Office functions, such as writing internal and external tax alerts on current tax developments and emerging planning techniques * Assisting with internal tax education function * Assist with handling the tax aspects of transactions * Meaningful interactions with staff at all levels as well as with our impressive repertoire of clients * Deepen knowledge in tax and tax consulting through exposure to both service lines The qualifications. * Strong interest in the tax law, as demonstrated tax courses completed or planned before graduation * Detail-oriented leader with problem solving, communication, and analytical skills * Bachelor's degree with an emphasis in accounting; or Master's degree in accounting or tax * Must be pursuing a LLM, JD, or CPA license * Academic success (a minimum major GPA of 3.0) This is an exempt position that may require some local, national, and occasional international travel. What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in CO, IL, OH, and MA is: $78,000.00 - $87,000.00

#LI-CF2 #LI-Remote * Work within a defined territory to engage qualified leads through outbound communication (email, phone and social) to initiate conversation and schedule meetings for the sales team * Leverage all accessible tools, resources, and support to meet and exceed all KPI's and quotas * Collaborate with Account Executives on selling strategies and account plans * Utilize knowledge of CBIZ services to define entry point into prospective accounts * Research and gather information about target accounts in support of building out account plans and prospect database * Ensure all customer facing activity is documented in Salesforce.com to provide the business with market data as well as pipeline growth Preferred Qualifications * Related college degree preferred * 2+ years of experience in a fast- paced environment, preferably sales * You have a strong desire for long-term career in sales * Must demonstrate a desire to learn, embrace new concepts, and be passionate about leveraging the phone, email and social media to drive opportunity * Team player; ability to take accountability and direction * Ambitious and comfortable taking initiative * Strong interpersonal, communication and presentation skills * Proven ability to analyze and prioritize tasks in a fast- paced environment Minimum Qualifications * High School Diploma or GED equivalent * 1 year of relevant experience * Must be able to work in a team environment * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Proficient use of applicable technology * Must be able to travel based on client and business needs

#LI-MM2 #LI-Hybrid Responsibilities Utilizing our business process, plans, evaluates and manages the execution of assigned projects Develops and maintains software, operating systems and hardware technology Administers, maintains, develops and implements policies, procedures and best practices Has expert knowledge of commonly used concepts, practices and procedures within job scope Identify and review opportunities and implement recommendations for improvement to mitigate risk and optimize technology Prepare formal project plans maintaining an awareness and an updated status of projects that fall within span of responsibility Provide leadership and mentoring opportunities to staff Preferred Qualifications 5+ years of experience in IT Service Management or IT Operations leadership roles College degree or equivalent required ITIL 4 Foundation Certification (advanced ITIL certifications preferred) Demonstrated success in implementing, governing, and improving ITSM processes in mid-to-large organizations Strong analytical and root cause analysis skills, with the ability to translate findings into actionable improvements Proven ability to develop and communicate metrics, dashboards, and executive-level reporting Excellent facilitation, training, and stakeholder engagement skills Strong leadership, collaboration, and time management abilities Qualifications Minimum Qualifications College Degree or equivalent 6 years related experience Expert technical knowledge Knowledge of industry regulations Ability to lead and coordinate the team activities of others Ability to formulate, document and recommend new policies and procedures Able to work in and lead a team Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally Ability to travel as required by business and on-call availability

Ventura is seeking a dynamic Chief Operating Officer to champion a vision of sustained success, organizational growth, and excellence. The COO will be responsible for setting and achieving annual objectives, nurturing a collaborative and team-oriented culture, tracking key performance metrics, and overseeing the Client Support Group, Controller, and Compliance Officer. This role reports directly to the CEO and, indirectly, to a five-member board-two of whom are independent directors. Founded in 2016, Ventura became a Minnesota non-deposit trust company in December 2022, regulated primarily by the Minnesota Department of Commerce. We specialize exclusively in fiduciary services for Employee Stock Ownership Plans (ESOPs), serving over 180 ongoing clients across 31 states. Each year, Ventura acts as trustee for approximately 30 transactions, mainly new ESOP formations and third-party sales, and receives more than 115 referrals annually from ESOP professionals, contributing to exceptional, consistent growth. As a newly formed employee-owned company, every team member now contributes directly to Ventura's financial success, making profit and growth a shared objective. EOE Responsibilities We value strong, transparent communication and believe that building meaningful relationships with staff, vendors, and advisors is crucial. The ideal candidate will demonstrate comfort with systems and software, a passion for ongoing learning about the ESOP industry, and a commitment to high professional standards. Responsibilities also include management of customer service, compliance, human resources, cybersecurity, vendor partnerships, financial analysis, insurance, and reporting. Marketing and legal management will also report to the COO after a transition period. Ventura operates as a fully remote organization, with a team of 20 employees across eight states. Success in this environment requires teamwork, personal accountability, dedication to superior performance, a hands-on approach and a drive for continuous improvement. Qualifications Ideal candidates possess at least five years of proven operations experience, a strong commitment to serving the needs of both internal and external stakeholders, and robust financial acumen. Documentation of this background is required for consideration.

Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Senior Associate At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In Esri consulting at PwC, you will focus on utilising Esri's software suite, such as ArcGIS, to analyse, manage, and visualise geographic data. Your work will involve working in fields such as urban planning, environmental management, natural resource exploration, transportation, and other related fields. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Respond effectively to the diverse perspectives, needs, and feelings of others. * Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. * Use critical thinking to break down complex concepts. * Understand the broader objectives of your project or role and how your work fits into the overall strategy. * Develop a deeper understanding of the business context and how it is changing. * Use reflection to develop self awareness, enhance strengths and address development areas. * Interpret data to inform insights and recommendations. * Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Functional and Industry Technologies team you lead efforts in consulting, designing, and implementing GIS applications-based solutions. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You concentrate on building client relationships, developing a deeper understanding of the business context, and navigating increasingly complex situations to deliver quality work. Responsibilities * Lead consulting, design, and implementation of GIS applications-based solutions * Analyze intricate issues and develop practical solutions * Mentor and guide junior team members * Build and maintain client relationships * Develop a thorough understanding of business contexts * Navigate and manage complex situations to deliver quality work * Uphold rigorous standards in deliverables * Utilize firm methodologies and technology resources effectively What You Must Have * Bachelor's Degree * 5 years of experience What Sets You Apart * Understanding business processes and leveraging GIS application modules * Knowledge of issues in the Power and Utilities Sector * Managing engagements and maintaining project economics * Supervising teams and providing feedback * Designing and supporting business processes in a GIS environment * Understanding GIS Business Solution for utilities * Applying data conversion and GIS configuration * Building trusted client relationships * Providing guidance to less-experienced staff * Professional Engineer (PE), Project Management Professional (PMP), or American Production and Inventory Control Society (APICS) Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of risk and advisory? If yes, consider joining Baker Tilly (BT) as an Internal Audit & Risk Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, and IT best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? •You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of internal control over financial reporting, internal audit, compliance, enterprise risk management, and governance. • You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded •You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together •You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: • Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business processes and systems. o Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement o Perform detailed materiality analysis, scoping, risk assessment, and other engagement planning and management tasks required to guide engagement team execution. o Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives o Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks o Assess, manage and optimize business risk across a wide range of areas, including operational audit and SOX compliance o Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients o Draft comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies o Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service o Facilitate professional and effective presentations to internal and external audiences o Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities •Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met •Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community •Invest in your professional development individually and through participation in firm wide learning and development programs •Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals •Enjoy friendships, social activities and team outings that encourage a work-life balance • Actively participates in professional organizations, client functions, events, and lunches & conducts presentations and seminars. Successful candidates will have: • Bachelor's degree in accounting, finance or a related program • CPA or CIA designation(s) required • 5+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls • Experience as a client serving professional for a public accounting or consulting firm desired • Experience serving clients with the following industries; technology, manufacturing, distribution, energy and natural resources • Excellent analytical, technical and problem solving skills, with strong attention to detail • Exceptional verbal and written communication, collaboration, and time management skills The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Step into a role where you'll help shape the future of finance. As part of our Finance Transformation team, you'll collaborate with CFOs, finance leaders, and executive clients to solve their most complex challenges. Leveraging Deloitte's unmatched resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 12/31/25 Work you'll do: As an SAP Treasury Manager, you'll take a leadership role in guiding clients through treasury transformation initiatives, driving business value, and expanding Deloitte's market presence. In this role, you will: * Lead the end-to-end design, strategy, and implementation of SAP Treasury solutions, including Cash Management, Transaction Management, Hedge Management and Accounting, Liquidity Planning, Risk Analyzers, In-House Cash, SWIFT Integration, and Bank Communication Management (BCM). * Oversee and mentor teams delivering treasury technology transformation services, ensuring high-quality execution from strategy through implementation. * Serve as a trusted advisor to clients, providing SAP treasury, risk management, and technology advisory services to enhance operational efficiency, manage risk, and support business growth. * Manage client relationships, drive stakeholder engagement, and ensure client satisfaction through effective communication and project delivery. * Take ownership of project management activities, including scope, timelines, deliverables, and resource allocation for complex SAP Treasury and TMS implementations. * Contribute to the growth of our practice by developing innovative tools, methodologies, and service offerings, and by supporting business development activities such as sales pursuits and proposal development. * Foster a culture of excellence by mentoring and developing junior professionals, sharing expertise, and promoting knowledge transfer. * Ensure deliverables meet or exceed contract and work plan specifications, setting a benchmark for quality and innovation in the industry. The Team: Our Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. We collaborate with CFOs, CAOs, controllers, and treasurers to develop an efficient, high-quality, data-driven, and tech-enabled controllership and treasury function. This empowers our clients to deliver greater value to their business partners and investors. Required Qualifications: * Bachelor's degree from an accredited university with a strong academic record. * Minimum 5 years of experience in consulting, corporate treasury, or bank treasury, with a strong focus on technology and treasury management systems, specifically SAP Treasury. * At least 4 years of SAP Treasury consulting experience, including multiple full lifecycle implementations across all phases of the software development life cycle. * Demonstrated hands-on expertise in SAP Treasury core components (e.g., Cash Management, Transaction Manager, In-House Cash, Risk Analyzers, Liquidity Planner, Hedge Management and Accounting, SWIFT Integration, BCM, and integration with financial accounting and other applications). * Proven experience in leading teams, managing deliverables, and mentoring junior professionals in dynamic consulting or corporate settings. * Strong project management skills, including experience with technology implementation, vendor selection, and treasury transformation initiatives. * Ability to develop system requirements, design and prototype solutions, conduct testing and training, define support procedures, and implement business solutions within complex project timelines. * Ability to travel 40% on average, based on the work you do and the clients and industries/sectors you serve. * Limited visa sponsorship may be available. Preferred Qualifications: * Advanced degree or professional certification (MBA, CPA, CTP, or CFA) preferred. * Existing relationships within the SAP user community are a noteworthy advantage. * Experience with SAP integration to trading platforms (e.g., FXall, 360T) and market data feeds (e.g., Bloomberg, Reuters). * Deep understanding of cash management, FX, debt capital markets, and interest rate risk management. * Demonstrated ability to take ownership of deliverables and drive business expansion. * Resourcefulness, flexibility, creativity, high energy, and versatility. * Strong executive presence with excellent presentation, client engagement, and communication skills. * Strong personal network of industry contacts in major target corporations and financial institutions. * Demonstrated analytical and problem-solving skills, positioning you as an industry thought leader. * Proficient in Microsoft Office (Word, Excel, PowerPoint, Access) and experienced in planning marketing programs, proposals, and presentations. Information for applicants with a need for accommodation: ************************************************************************************************************ The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $130,800-$241,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte & Touche LLP, a subsidiary of Deloitte LLP. Please see ************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 304033 Job ID 304033

Industry/Sector Pharma and Life Sciences Specialism Product Innovation Management Level Senior Associate At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions. In technology delivery at PwC, you will focus on implementing and delivering innovative technology solutions to clients, enabling seamless integration and efficient project execution. You will manage the end-to-end delivery process and collaborate with cross-functional teams to drive successful technology implementations. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Respond effectively to the diverse perspectives, needs, and feelings of others. * Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. * Use critical thinking to break down complex concepts. * Understand the broader objectives of your project or role and how your work fits into the overall strategy. * Develop a deeper understanding of the business context and how it is changing. * Use reflection to develop self awareness, enhance strengths and address development areas. * Interpret data to inform insights and recommendations. * Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Software and Product Innovation team you are responsible for managing the identification and addressing of client needs, including building GenAI and AI solutions, documenting business processes, and designing AI/GenAI architectures. As a Senior Associate you are tasked with analyzing complex problems, mentoring others, and maintaining elevated standards. You are expected to focus on building client relationships, developing a deeper understanding of the business context, and navigating increasingly complex situations to enhance your personal brand and technical knowledge. Responsibilities * Document and refine business processes to enhance productivity * Mentor and guide team members to foster growth * Build and nurture enduring client relationships * Analyze intricate problems to develop innovative solutions * Maintain exemplary standards of quality and professionalism What You Must Have * Bachelor's Degree * 3 years of experience What Sets You Apart * Master's Degree in Biomedical Engineering, Chemical Engineering, Biology, Business Administration/Management, or Business Analytics, or Statistics preferred * Building GenAI and AI solutions * Designing AI/GenAI architectures for clients * Managing AI/GenAI application development teams * Utilizing Python and common LLM development frameworks * Experience in Machine Learning and Advanced Learning * Understanding Azure, AWS, and Google Cloud platforms * Experience with Git Version Control and CI/CD Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************

#LI-DNI About the Practice CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments. Our practice has experienced tremendous growth in recent years - more than doubling in size in just the past two years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different: * Team members can work remotely/virtually from anywhere in the U.S. * You will develop collaborative, lasting professional and personal relationships with clients regardless of your level. * You will receive meaningful support from firm leadership for substantial professional development. There will be variety in the clients that you work with and the deals that you work on. * We offer market-leading compensation and a consistent track record of maximum bonus payout. * Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide a significant opportunity to accelerate your career trajectory. * Our unique approach to practice management offers opportunities for autonomy and consistency in schedule from week-to-week - allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal. * We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. * When times get tough, we get tougher - and we stand by our people. We had 100% personnel retention during the pandemic - and we paid out full bonuses to our team members. * While we want our people to stay with our firm for their entire careers, we are also realistic. We are committed to advancing your professional skills and career opportunities wherever they may lead. If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team. About the Role Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations and deal structuring alternatives. Essential Functions & Primary Duties * Provide technical and advisory financial and accounting due diligence services to private equity clients and companies. * Perform complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks. * Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts. Preferred Qualifications * CPA (or meets the criteria to sit for the CPA exam) and knowledge of U.S. Generally Accepted Accounting Principles (GAAP) * Master's degree in accounting or MBA (with an accounting undergraduate degree) * A preferred minimum of 2 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience * Team player with exceptional verbal and written communication skills * Advanced MS Excel skills and strong working knowledge of other MS Office applications * Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential * Possess an uncommon drive and entrepreneurial spirit Minimum Qualifications * Bachelor's degree required * 3 years of experience in related field * Must be able to work in a team environment * Presentation skills mandatory * Must possess analytical skills * Proficient use of applicable technology * Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally * Must be able to travel based on client and business needs

#LI-AG1 #LI-Hybrid Responsibilities Complete all aspects of tax and engagements (Individual, Trust, Gift, Estate) for clients including status updates to engagement managers and adhere to all quality control standards as required Demonstrate understanding of the client's personal income, wealth transfer, and planning opportunities of client engagements Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed Achieve charge hour goals Review associates' tax work: provide constructive review points May supervise Associate's on engagements Train and mentor associate staff May be involved in the client billing process by assisting Managers or Directors Identify and begin to develop knowledge in selected specialty practice Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements Execute administrative duties as assigned Additional responsibilities as assigned Qualifications Minimum Qualifications Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred At least 3 years of experience in public accounting or related field 1 year supervisory experience preferred CPA candidates preferred Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on client and business needs

#LI-CM #LI-Hybrid We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses, non-profits, and institutions. The ideal candidate will have a proven track record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional clients. Essential Functions and Primary Duties: * Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients. * Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors. * Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives. * Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards. * Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth. * Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations. * Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience. * Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance. * Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients. * Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities. Preferred Qualifications: * FINRA Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date). * 5+ years of experience in retirement plan sales, financial services, or a related field. * Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry. * Existing network of contacts within the business and institutional markets preferred. * Excellent presentation, negotiation, and relationship-building skills. * Self-motivated with the ability to work independently and meet sales goals. * Bachelor's degree in Finance, Business, or related field preferred. Compensation & Benefits * Competitive base salary + uncapped commission structure * Comprehensive benefits package (health, dental, vision, 401(k), etc.) * Professional development support and industry training * Opportunity for career growth within a top 10 public accounting and financial services firm * Join our team and help businesses and institutions build strong financial futures for their employees. Minimum Qualifications * High School Diploma or GED equivalent * Some relevant industry experience * Must obtain required licenses/credentials * Superior command of verbal, written, presentation, and negotiation skills * Proficient use of applicable technology * Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally * Must be able to travel based on client and business needs

**Specialty/Competency:** Salesforce **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce Quote to Cash Consulting team you will lead the design of Salesforce technology-enabled solutions that address the needs of large organizations. As a Director you will execute complex programs, support business development efforts, and drive differentiation in PwC's offerings. This role is pivotal in driving growth, shaping client engagements, and mentoring future leaders, all while fostering an environment where people and technology thrive together. Responsibilities - Oversee the execution of intricate programs and initiatives - Foster collaboration between technology and personnel to enhance productivity - Identify market opportunities to differentiate PwC's service offerings - Maintain adherence to professional standards and guidelines - Promote a culture of innovation and continuous improvement What You Must Have - Bachelor's Degree - 9 years of experience What Sets You Apart - Master's Degree in Computer Science, Computer and Information Science, Management Information Systems preferred - One or more Salesforce.com certifications preferred - Bringing functional domain knowledge of Quote-to-Cash and advising clients on trends - Crafting and presenting compelling client presentations and briefings with clarity - Leveraging storytelling to connect technology with business - Developing data-driven business cases for clients that articulate the ROI for investment for complex CPQ / Billing programs - Mentoring and developing future leaders - Promoting a culture of innovation and excellence - Possessing prior experience in the consulting industry - Experience with Agile methodologies - Understanding of monetization models: transactional, recurring, consumption-based, subscription, and project-based Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid

#LI-OD1 #LI-Hybrid body { font-family: Arial, sans-serif; line-height: 1.6; padding: 20px; } strong { font-weight: bold; color: black; } ul, ol { margin-left: 20px; } Qualifications Required High School Diploma or GED At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures Possesses comprehensive knowledge of pertinent laws, regulations and professional standards Proficient use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) Experience performing work that requires initiative and leadership skills Series 6 license, plus any other licenses as required by law Pursuing at least one of the following: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisory), CIMA (Certified Investment Management Analyst) or other approved credentials or those required by law Ability to anticipate and elicit customer needs Ability to self-learn and develop business and technical knowledge quickly Motivated team player with demonstrated interpersonal skills Comfortable working with quick turnaround times and deadlines Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization Essential Functions and Primary Duties Provide technical expertise related to investment questions and issues in support of servicing clients Establish strong relationships with vendors, record-keepers, investment managers, and custodians Gather and maintain market intelligence related to products, services, and value propositions Review and modify the Investment Policy based on needs of the Plan Sponsor to ensure compliance and consistency Provide general client service and problem resolution services Prepare agenda items and content for client meetings Assist with the presentation of investment reviews with clients Work with service team on investment review action items/follow ups Perform due diligence and commentaries on investment managers Perform investment assessment and analysis for the entry and removal of preferred fund lists Cover asset class for preferred fund list Assist with and complete strategic projects on a quarterly basis Produce reports using investment software programs such as Morningstar Direct and Envestnet Manage client requests for proposals for plan recordkeepers/vendors Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist Additional responsibilities as assigned Preferred Qualifications Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content

#LI-MM2 #LI-Hybrid Minimum Qualifications College Degree or equivalent 6 years related experience Expert technical knowledge Knowledge of industry regulations Ability to lead and coordinate the team activities of others Ability to formulate, document and recommend new policies and procedures Able to work in and lead a team Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally Ability to travel as required by business and on-call availability Essential Functions and Primary Duties Utilizing our business process, plans, evaluates and manages the execution of assigned projects Develops and maintains software, operating systems and hardware technology Administers, maintains, develops and implements policies, procedures and best practices Has expert knowledge of commonly used concepts, practices and procedures within job scope Identify and review opportunities and implement recommendations for improvement to mitigate risk and optimize technology Prepare formal project plans maintaining an awareness and an updated status of projects that fall within span of responsibility Provide leadership and mentoring opportunities to staff Preferred Qualifications 5+ years of experience administering ITSM platforms Strong knowledge of ITSM concepts and ITIL-aligned practices Strategic mindset with strong problem-solving skills; able to anticipate gaps, dependencies, and risks while ensuring end-to-end process coverage. Proven ability to configure, customize, and optimize ITSM workflows and automation. Strong skills in dashboard/report building and data analysis Ability to manage vendor relationships and stay up to date on platform capabilities Excellent troubleshooting, documentation, and communication skills

Industry/Sector Not Applicable Specialism Salesforce Management Level Manager At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Analyse and identify the linkages and interactions between the component parts of an entire system. * Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. * Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. * Develop skills outside your comfort zone, and encourage others to do the same. * Effectively mentor others. * Use the review of work as an opportunity to deepen the expertise of team members. * Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. * Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce Consulting team, you will play a pivotal role in transforming how our clients run their businesses. As a Manager, you will lead innovative initiatives in the Quote-to-Cash space, shaping how organizations manage their opportunity to cash processes. This is an exciting chance to step into a leadership role where strategic thinking meets hands-on problem solving, backed by a global firm renowned for supporting people and innovation. Responsibilities * Lead and manage innovative projects in the Quote-to-Cash domain * Collaborate with clients to enhance their opportunity to cash workflows * Utilize strategic thinking to address intricate business challenges * Inspire and mentor team members to achieve exceptional performance * Foster a culture of continuous improvement and innovation * Maintain alignment with the firm's methodologies and quality standards * Analyze client needs to identify avenues for growth * Drive productive communication and collaboration across teams What You Must Have * Bachelor's Degree * At least 5 years of experience in professional services or consulting What Sets You Apart * Master's Degree in Computer & Information Science preferred * Proven leadership in CPQ, Billing, or Order-to-Cash initiatives * Excelling in client-facing interactions and influencing stakeholders * Managing projects from requirements capture through go-live * Demonstrating executive presence in presenting analysis and solutions * Designing and facilitating executive-level workshops * Supporting business case development and roadmaps * Familiarity with journey mapping and design thinking * Salesforce Revenue Cloud Advanced experience Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************