Senior Consultant, Consulting Services jobs at Citrin Cooperman - 172 jobs
Risk Advisory Services - Senior Consultant
UHY 4.7
Melville, NY jobs
JOB SUMMARYThe SeniorConsultant in Risk Advisory Services offers internal audit, internal controls, compliance and risk management consulting. The position is responsible for performing and leading the necessary procedures involved in planning and executing consulting engagements for clients in accordance with respective standards. The position must be able to handle more complex assignments than staff, complete the process of managing all client-related tasks , and take a lead role in developing/reviewing the work of less experienced staff. The Senior role is the bridge between the staff, who are executing the client-service related tasks, and the management, who strategizes and oversees the successful completion of efficient engagement activity and the next level of service. The Senior serves as the liaison to management and develops a broader scope of the business into a supervisory role.
Engagement Execution
Performs complex procedures, including substantive testing, control testing, and analytical review, to evaluate the effectiveness and efficiency of business practices
Reviews workpapers, documentation, and audit evidence prepared by consulting staff for accuracy and adherence to professional standards (IIA, ISACA, GAO, AICPA, etc.)
Collaborates with partners, managers, and clients to develop comprehensive engagement work plans tailored to client needs and risks
Identifies key areas for audit focus, potential risks, and necessary resources
Internal Controls Assessment
Evaluates internal control systems and processes to identify weaknesses or deficiencies that could impact the timeliness and reliability of management information derived from the systems and processes
Provides valuable insights and recommendations to clients for improving operation and financial management processes and controls
Client Communication
Serves as main point of contact for clients, maintaining open and professional communication to address questions, concerns, and updates
Builds client relationships and maintains smooth working relationship
Team Supervision
Supervises and mentors staff members, providing timely feedback, guidance, and training to support staff professional development
Fosters a collaborative and productive team environment
Engagement Leadership
Leads and manages audit engagements from planning through completion while ensuring adherence to timelines, budgets, and professional standards
Delegates tasks to consulting staff members and provides guidance throughout the engagement
Technical Research
Stays current with evolving accounting and other professional standards, regulations, and industry trends, and applies this knowledge to engagements
Researches, resolves, and documents complex accounting and auditing issues as arise
Reporting and Documentation
Ensures accuracy and completeness of documentation, findings, and conclusions in accordance with firm and regulatory standards
Develops draft reports for review by management
Continuous Improvement
Engages in continuous learning and development to enhance technical skills and knowledge
Participates in post-engagement reviews to assess the effectiveness of engagement execution processes and identifies areas for improvement
Contributes ideas to enhance the firm's methodologies and procedures
Supervisory responsibilities
Will supervise subordinate team members
Will coordinate with relevant client personnel to manage engagement effectively and efficiently
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
Travel may be frequent and unpredictable, depending on client's needs
Required education and experience
Language requirement: Ukrainian Professional Fluency
3+ years of relevant experience
Bachelor's degree in accounting, finance, technology, computer sciences or equivalent education or experience
Knowledge of technology platforms (e.g. network, security, ERP) risks to provide client service
Preferred education and experience
CPA licensure or equivalent relevant certification or working toward licensure or equivalent certification
Responsible for completing the minimum CPE credit requirement
Internal audit, internal controls, compliance or risk management or other equivalent professional public, private or nonprofit sector services environment
Experience in managing staff in an office or remote working environment
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.
For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000.
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.
$93k-130k yearly Auto-Apply 56d ago
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Underwriting Risk Audit Consultant I
Legal & General America 4.7
Frederick, MD jobs
At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. As a recognized market leader of term life insurance, we're working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures.
We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals, and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture.
Conduct real time audit file examination process for Underwriters at grades E5, E6, and E7. This includes audits of approved applications within our retention so that only those risks that adhere to Company standards are accepted thereby preserving the integrity of the mortality and the overall pricing; and conduct Post Issue APS (PIA) file reviews.
Provide quality review by identifying inconsistencies in the underwriting process or the criteria used by the underwriters for classifying risk.
Responsibilities
Identify risks not underwritten in compliance with company standards of underwriting. Report errors/infractions to VP, Underwriting Audit.
Ascertain that all randomly selected approved cases are reviewed on a daily basis for compliance with Company standards of underwriting.
Report to VP, Underwriting Audit any findings requiring further review or action by management.
Communicate, as needed, with Underwriting Management where the file examination has uncovered noncompliance with Company standards of underwriting.
Document results of file examinations, identifying specific areas of noncompliance or deficient underwriting.
Provide recommendations to Underwriting Audit/Management as to potential weaknesses in underwriting training and deficiencies of individual underwriters.
Provide quality control review to identify any administrative errors which affect the quality of the product being delivered to the consumer.
Perform ad hoc audits on individual underwriters as requested by the Underwriting Management, and/or as directed by the Chief Underwriter or Chief Medical Director
Report to Underwriting Audit/Management any inconsistencies or deficiencies in the risk selection process that are identified during the file examinations.
Complete other assignments/functions as directed.
Qualifications
Education
BS/BA degree preferred or applicable work experience
Industry coursework (FALU, CLU, ChFC, LOMA)
Experience/Knowledge
Minimum 8 years of individual life underwriting experience
Working knowledge of Microsoft Word, Excel, Access and Power Point
Working knowledge of underwriting and policy issue process
Extensive experience with large case and impaired risk underwriting.
Skills
Must be able to communicate/interface clearly and effectively at all levels in the organization
Possess highly effective problem solving skills
Be methodical and attentive to detail
Must possess highly effective interpersonal skills
What's in it for you?
The expected hiring compensation range for this position is $107,800 - $125,200 annually. This is a remote opportunity, operating on EST.
The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Legal & General America Annual Incentive Plan. The current target payment for the position is 20% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 20 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year
.
We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you!
If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time.
We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.
$107.8k-125.2k yearly Auto-Apply 7d ago
Associate, Risk Consulting - Internal Audit and SOX
Rsm 4.4
Irvine, CA jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
As an associate in RSM's growing Process Risk and Controls Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
In the Process Risk and Controls Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, and various other members of management tasked with managing risk. Our advisors help our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure.
Key Responsibilities
Contributions to Firm Culture
Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members
Maintain a positive attitude and a strong work ethic
Conduct yourself in a professional manner
Work collaboratively with others and show an interest in learning from more experienced team members
Develop meaningful relationships with team members
Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions
Client Experience
Learn about various industries and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor
Interact with client process owners and external stakeholders while executing your role
Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment
Prepare initial drafts and follow-ups on client request lists
Draft narratives or flowcharts and perform initial identification of controls
Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team
Identify issues in the testing performed, such as deficiencies, observations, and recommendations
Understand the purpose and objectives of internal/external project status updates and provide relevant inputs
Proactively make oneself aware of white papers, webinars, and live events that are available to clients
Talent Experience
Challenge yourself to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment
Proactively seek out opportunities to learn from team members, build a coaching/mentoring network and take advantage of training opportunities to continually expand skills and leadership capability
Maintain willingness to give and receive candid feedback in both written and verbal form. Commit to self-development in response to constructive feedback received
Support recruiting efforts by understanding and promoting the RSM brand
Business Development
Stay current on recent events pertaining to your respective clients and related industries
Participate in relevant industry associations and learning/development events to start building industry perspective and contacts
Build an internal network and become aware of other services provided by the firm
Position Required Qualifications
Bachelor's or master's degree.
Effective communication skills, both verbally and in writing
Preferred Qualifications
1 year of experience working for a financial institution,consulting firm, or regulatory agency, in internal audit, model validation, or controls testing.
Qualified to pursue a job relevant certification (e.g. CPA, CIA)
Openness to workday flexibility, agility, remote work environment, leveraging new tools
Effective time management and prioritization skills
Strong analytical, attention to detail, and organizational skills
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $66,100 - $109,500
$66.1k-109.5k yearly Auto-Apply 16d ago
Associate, Risk Consulting - Internal Audit and SOX
RSM 4.4
Irvine, CA jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
As an associate in RSM's growing Process Risk and Controls Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
In the Process Risk and Controls Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, and various other members of management tasked with managing risk. Our advisors help our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure.
Key Responsibilities
Contributions to Firm Culture
* Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members
* Maintain a positive attitude and a strong work ethic
* Conduct yourself in a professional manner
* Work collaboratively with others and show an interest in learning from more experienced team members
* Develop meaningful relationships with team members
* Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions
Client Experience
* Learn about various industries and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor
* Interact with client process owners and external stakeholders while executing your role
* Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment
* Prepare initial drafts and follow-ups on client request lists
* Draft narratives or flowcharts and perform initial identification of controls
* Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team
* Identify issues in the testing performed, such as deficiencies, observations, and recommendations
* Understand the purpose and objectives of internal/external project status updates and provide relevant inputs
* Proactively make oneself aware of white papers, webinars, and live events that are available to clients
Talent Experience
* Challenge yourself to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment
* Proactively seek out opportunities to learn from team members, build a coaching/mentoring network and take advantage of training opportunities to continually expand skills and leadership capability
* Maintain willingness to give and receive candid feedback in both written and verbal form. Commit to self-development in response to constructive feedback received
* Support recruiting efforts by understanding and promoting the RSM brand
Business Development
* Stay current on recent events pertaining to your respective clients and related industries
* Participate in relevant industry associations and learning/development events to start building industry perspective and contacts
* Build an internal network and become aware of other services provided by the firm
Position Required Qualifications
* Bachelor's or master's degree.
* Effective communication skills, both verbally and in writing
Preferred Qualifications
* 1 year of experience working for a financial institution,consulting firm, or regulatory agency, in internal audit, model validation, or controls testing.
* Qualified to pursue a job relevant certification (e.g. CPA, CIA)
* Openness to workday flexibility, agility, remote work environment, leveraging new tools
* Effective time management and prioritization skills
* Strong analytical, attention to detail, and organizational skills
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $66,100 - $109,500
$66.1k-109.5k yearly Easy Apply 58d ago
Experienced Associate - Financial Services Risk and Controls Consulting
Rsm 4.4
New York, NY jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
The Position
As an experienced associate in RSM's growing Risk Consulting Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
In this role, you may be asked to demonstrate a willingness and ability to:
Learn about the financial services industry and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor
Interact with client process owners and external stakeholders while executing your role
Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment
Prepare initial drafts and follow-ups on client request lists
Draft narratives or flowcharts and perform initial identification of controls
Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team
Identify issues in the testing performed, such as deficiencies, observations, and recommendations
Understand the purpose and objectives of internal/external project status updates and provide relevant inputs
Proactively make oneself aware of white papers, webinars, and live events that are available to clients
Position Qualifications
Bachelor's or Master's Degree in Accounting or related business discipline
Ability to travel to meet client needs and work collaboratively with others in-person and remotely
Openness to workday flexibility, agility, remote work environment, leveraging new tools
Effective communication skills, both verbally and in writing
Effective time management and prioritization skills
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $66,100 - $109,500
$66.1k-109.5k yearly Auto-Apply 16d ago
Experienced Associate - Financial Services Risk and Controls Consulting
RSM 4.4
New York, NY jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
The Position
As an experienced associate in RSM's growing Risk Consulting Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
In this role, you may be asked to demonstrate a willingness and ability to:
* Learn about the financial services industry and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor
* Interact with client process owners and external stakeholders while executing your role
* Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment
* Prepare initial drafts and follow-ups on client request lists
* Draft narratives or flowcharts and perform initial identification of controls
* Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team
* Identify issues in the testing performed, such as deficiencies, observations, and recommendations
* Understand the purpose and objectives of internal/external project status updates and provide relevant inputs
* Proactively make oneself aware of white papers, webinars, and live events that are available to clients
Position Qualifications
* Bachelor's or Master's Degree in Accounting or related business discipline
* Ability to travel to meet client needs and work collaboratively with others in-person and remotely
* Openness to workday flexibility, agility, remote work environment, leveraging new tools
* Effective communication skills, both verbally and in writing
* Effective time management and prioritization skills
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $66,100 - $109,500
$66.1k-109.5k yearly Easy Apply 60d+ ago
Experienced Associate - Financial Services Risk and Controls Consulting
RSM 4.4
Saltaire, NY jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
The Position
As an experienced associate in RSM's growing Risk Consulting Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
In this role, you may be asked to demonstrate a willingness and ability to:
Learn about the financial services industry and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor
Interact with client process owners and external stakeholders while executing your role
Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment
Prepare initial drafts and follow-ups on client request lists
Draft narratives or flowcharts and perform initial identification of controls
Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team
Identify issues in the testing performed, such as deficiencies, observations, and recommendations
Understand the purpose and objectives of internal/external project status updates and provide relevant inputs
Proactively make oneself aware of white papers, webinars, and live events that are available to clients
Position Qualifications
Bachelor's or Master's Degree in Accounting or related business discipline
Ability to travel to meet client needs and work collaboratively with others in-person and remotely
Openness to workday flexibility, agility, remote work environment, leveraging new tools
Effective communication skills, both verbally and in writing
Effective time management and prioritization skills
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $66,100 - $109,500
$66.1k-109.5k yearly Auto-Apply 60d+ ago
Senior IT Consultant
Financial Services It 3.8
San Mateo, CA jobs
Do you love learning and managing technology?
Do you enjoy working with a variety of people and technologies each day?
Do you excel at providing technology and business solutions to smart, driven individuals?
If you answered yes to these questions then we have an exciting opportunity that's right up your alley.
We're eagerly seeking a Senior IT Consultant who has a solid background in cloud system management, cybersecurity, network infrastructure (firewalls, routers, switches), and system administration to join our growing team in an important client-facing support capacity.
Job Description:
This is for a full-time, permanent position at growing IT consulting company allowing you to work with many different technologies but within a regular, stable base of clients.
As a Senior IT Consultant you will be working in a highly visible role at client locations between San Francisco and Palo Alto, working both independently and as part of a team to provide creative solutions and resolve a wide range of technical challenges. Your experience managing on-premise and cloud systems, driving adoption of new technologies,
applying cybersecurity best practices, and providing top-notch service to members at all levels in an organization will allow you to hit the ground running and to contribute immediately.
Our capital management clients have over $150B under management and we work with some of the Bay Area's most prestigious independent schools.
Required Qualifications:
Excellent communication skills (including demanding, high touch executive level clients)
Strong experience with Office 365 and/or G Suite administration, Active Directory / Azure Directory, storage (OneDrive, Box, DropBox, Egnyte) and other cloud services
Switches, router, firewall and other network devices experience
Deep Windows
(server and desktop) and MacOS support and management knowledge
History of IT Support Experience
Ability to work independently and proactively with little supervision, while managing multiple priorities
Strong experience with LAN and WAN technologies.
Excellent documentation skills.
Willingness to work at client sites in San Francisco and along the Peninsula. This is hybrid role that involves some work in the office as well as work from home.
Desirable Qualifications:
Previous consulting experience
Prior work with Venture Capital, Private Equity, Hedge Fund, Law Firm, or Independent Schools
Palo Alto Networks and Panorama experience
Virtualization experience (preferably VMware)
Citrix experience
Cybersecurity experience
Certifications: Certified Ethical Hacker (CEH), GIAC Security Essentials Certification (GSEC), CompTIA Network+, CompTIA Security+
Bachelor's Degree in Computer Science or related field highly preferred
Does this opportunity interest you?
If you are eager to expand your expertise by rolling up your sleeves and diving into a high-profile role, join us today to help continue providing best-in-class technology solutions and service!
About us:
Founded in 2007, and profitable since inception, our company is self-funded with no outside investors. Every member of the management team has over 20 years of experience in the industry. Our employees work hard, enjoy their work, and have a life outside of work too.
We provide best of breed technology solutions to SMB clients that have Fortune 500 technology needs. Our customers include Venture Capital, Private Equity, Hedge Funds, independent schools, and technology startups (our investment firm customers have over $150 Billion, combined, under management).
We create tailored IT solutions for companies that need well-managed, secure, highly available, disaster recovery protected systems. We augment IT departments by bringing special expertise and experience and are the IT department for clients without IT staff, who require high-touch support and superior systems management. We provide monitoring and remote management of systems, along with managed services.
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$117k-157k yearly est. 22d ago
Senior Business Consultant _ Cloud Advisory
Tata Consulting Services 4.3
Edison, NJ jobs
* Understanding of client business objective, challenges, scope, business outcome through cloud and AI enablement * Conduct advisory engagements - Cloud / Data Architecture, Industry Cloud, Mergers / Divestitures, Optimization / Operating Model, Ecosystem Integration
* Assess existing IT infrastructure and determine cloud migration suitability
* Provide technical guidance for cloud platform selection and migration
* Develop hybrid cloud roadmaps and strategies for clients, conduct comprehensive cloud assessments, distributed cloud architecture design and create implementation plan and roadmap
* Maintain client stakeholder relationship, identify downstream opportunities, ensure closure of advisory commitments
* Conduct cost optimization analyses, identify opportunities to reduce cloud spending, maximize return on cloud investments
* Ensure security and regulatory compliance, provide training and education to client on cloud technologies
Qualifications:
Mandatory Skills
* Cloud certification / advanced cloud certification
* Previous cloud delivery engagement experience
* Business understanding of Industry processes, Mergers and divestitures, operating model post cloud adoption, data structures, data availability assessment and AI enablement
* Technical Proficiency in one / multiple of the following technology spaces - distributed cloud architecture design, migration and modernization techniques, microservices and serverless architecture, API and integration techniques, DevSecOps, cloud native services, cloud resource optimization and FinOps techniques
Desired Skills
* Ability to translate technical concepts for non-technical audiences
* Adaptability to emerging technologies
* Customer-centric mindset
* Working in cross functional teams
* Effective presentation capabilities
* Local and regulatory compliance and Industry standards
Salary Range: $153,000-$180,000 a year
#LI-AK1
$153k-180k yearly 37d ago
NetSuite Consulting Manager
Rsm 4.4
San Diego, CA jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.Responsibilities:
Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have
Create High level solution implementation design and resolve deployment challenges
Analyze and validate enterprise business process and drivers to determine impact on solution and architectures
Determine appropriate future state architectures and mechanisms optimizing existing customer solutions
Negotiated and white board different strategies and approach with prospects and customers
At times, will implement solutions for customer's hands on, but will also work with other functional and seniorconsultants to implement the solution
Maintain relationships with senior technologies in other departments/regions
Provide feedback on learning from involvement in project activity to further refine the target architecture Documentation on all designs and implementations should be completed according to the firm's standards
Manages the scope of the project and controls change management.
Required Qualifications:
8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday
Strong understanding of Agile or Waterfall implementation methods
5+ years deep understanding of business processes
Excellent Interpersonal and communication Skills
5+ years' experience in accounting industry or project work that developed an understanding of accounting principles
Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications
Demonstrated initiative in researching and understanding the implications of emerging technology specific skills
Manage and configure MultiBook for multi-currency and multi-entity reporting.
Oversee tax engine setup (Legacy and SuiteTax) and ensure accurate tax configurations for non-U.S. countries, with a strong emphasis on Europe and Asia
Implement and maintain localization settings for international compliance
Design and manage intercompany processes, including NetSuite setup and inventory movements (PO/SO)
Drive financial consolidation and develop custom financial reports using NetSuite reporting tools
Ensure familiarity with e-invoicing concepts and compliance requirements
Collaborate with global teams to support tax and regulatory requirements across multiple jurisdictions
Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.
Experience with complex system integrations
Intercompany transactions
Complex revenue Recognition rules such as ASC 606
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $112,100 - $225,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$112.1k-225.5k yearly Auto-Apply 16d ago
Management Consultant
Burkhardt & Company 3.5
Irvine, CA jobs
Burkhardt & Company is looking for strategic, goal\-driven people who thrive when confronted with today's most complex business challenges and strive to design elegant solutions.
WHAT WE'RE LOOKING FOR
Burkhardt & Company consultants are responsible for developing the tools and strategies to efficiently and effectively manage enterprise assets to achieve operational excellence.
Burkhardt & Company consultants analyze and design solutions for clients from a wide range of industries, offering them all the consulting products and services Burkhardt & Company as to offer: strategy, management, technology, and risk.
Requirements
Bachelor's degree or equivalent
Minimum of two years consulting or industry experience
Excellent interpersonal, speaking, and presentation skills
Strong technical aptitude
References from previous job
Desired Skills & Experience:
Strong problem solving and troubleshooting skills
Proven track record working as a team member or team lead on at least one full life cycle project
Experience in a client service environment
Familiarity with CRM\/ERP software
Experience with consultative technology sales
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$60k-97k yearly est. 60d+ ago
Manager - Epic Revenue Cycle Consulting
RSM 4.4
Irvine, CA jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Position Summary:
We are seeking an experienced Epic Revenue Cycle Consulting Manager to join our dynamic team. This role will be pivotal in guiding healthcare organizations through the implementation and optimization of Epic's revenue cycle solutions. The ideal candidate will leverage their expertise in revenue cycle management and Epic systems to deliver high-quality consultingservices that drive operational efficiency and financial success for our clients.
Key Responsibilities:
Project Leadership:
o Lead and manage Epic revenue cycle consulting projects from initiation to completion, ensuring timely delivery and adherence to project scope.
o Collaborate with clients to assess current revenue cycle processes, identify gaps, and develop strategic improvement plans.
Client Engagement:
o Build strong relationships with key stakeholders, including C-suite executives, finance teams, and operational leaders.
o Facilitate workshops and training sessions to educate clients on Epic revenue cycle functionalities and best practices.
Technical Expertise:
o Provide in-depth knowledge of Epic revenue cycle applications, including billing, claims management, and patient access.
o Analyze and interpret data to support decision-making and identify opportunities for process enhancements.
Team Development:
o Mentor and develop junior consultants, fostering a culture of continuous learning and professional growth.
o Collaborate with cross-functional teams to ensure a holistic approach to revenue cycle management.
Quality Assurance:
o Establish and monitor key performance indicators (KPIs) to measure project success and client satisfaction.
o Ensure compliance with industry regulations and standards throughout project execution.
Qualifications:
* Bachelor's degree required; Master's degree preferred.
* 5+ years of experience in healthcare consulting with a focus on revenue cycle management.
* Extensive experience with Epic Systems, specifically in revenue cycle modules (e.g., Resolute, Cadence, Prelude).
* Proven track record of managing complex projects and leading cross-functional teams.
* Strong analytical skills with the ability to translate data into actionable insights.
* Excellent communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
* Certification in Epic Revenue Cycle modules is highly desirable.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $94,400 - $178,800
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$94.4k-178.8k yearly Easy Apply 26d ago
Manager - Risk Consulting Global Banks (AML Reg Compliance)
RSM 4.4
New York, NY jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
We are looking for experienced professionals to join our rapidly growing Global Banking Risk Consulting Practice, focused on Anti-Money Laundering (AML)/Countering the Financing of Terrorism(CFT). Candidates for this role will join a diverse, high performing team of professionals with extensive experience working with top US and Global Banking institutions in a multitude of capacities. As a member of our Regulatory Compliance Consulting practice, focused on serving global banking institutions, candidates will step into a dynamic culture that values innovative thinking, solution focused collaboration, and diversity of thought and experience, all while providing opportunities for professional growth and advancement.
As a Manager in RSM's growing Regulatory Compliance Practice, focused specifically on serving Global Banking enterprises, you will have the opportunity to draw from your compliance experience and knowledge to continue to grow your leadership skills and practice through a high degree of client and banking industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
AML/CFT Managers have front line exposure and responsibility for the detailed work that our project teams are executing on a daily basis and are central to delivering on our brand promise of The Power of Being Understood. As a AML/CFT Manager focused on serving our Global Banking clients, you will be an integral team member leading our projects, overseeing the execution of fieldwork, interpreting and presenting findings and observations during client exit meetings, reviewing work papers to support conclusions, and facilitating the presentation of the results of our work to client stakeholders, in all three lines of defense..
Key Responsibilities
Subject Matter Experience
* Advanced understanding of AML/CFT/Sanctions internal controls concepts and their application in differentiated client environments, specifically within complex global banking organizations.
* Global banking industry experience with interpreting AML/CFT/Sanctions policies, procedures, and controls of our clients' business, and ability to effectively articulate professional observations and practical prior banking experience with RSM team members and client stakeholders.
* Experience in consulting with client leadership on strategic plans and other business matters, helping our clients to anticipate emerging risks and opportunities.
* Advanced ability to independently assess and provide practical guidance on the appropriateness of internal controls, assessing their design and operational effectiveness, determining risk exposures and developing remediation plans, determining business compliance impact of identified control issues, and providing remediation guidance to clients.
Contributions to Firm Culture
* Model the core RSM values of respect, integrity, teamwork, excellence, and stewardship in all interactions with clients and team members.
* Collaborate with colleagues across a variety of levels and disciplines to develop and deliver innovative solutions that provide value to clients.
* Maintain agility to adapt quickly to shifting needs, demands, technology solutions, or process changes and assist others in adapting to change.
* Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions.
Client Experience
* Leverage understanding of industry trends and business acumen to think critically about complex challenges and propose dynamic solutions
* Identify current and relevant global banking industry thought leadership to share with the client.
* Own management level relationships and interact with executive level stakeholders. Drive collaboration with external stakeholders.
* Lead risk assessment management interviews and collaborate in the development and execution of audit plans.
* Perform review of client deliverables including process narratives/flowcharts, risks and control matrices, detailed testing of controls, and suggested remediation and process improvement opportunities.
* Lead formal closing meetings with clients to share and confirm deliverables.
* Maintain overall responsibility for project economics and manage expectations around billing, monitoring, and collections.
* Demonstrate effective delegation strategies by managing multiple clients, projects, and teams simultaneously with the goal of overseeing a book of business.
Talent Experience
* Encourage colleagues to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment.
* Manage, motivate, and mentor teams to cultivate an environment where diverse team member capabilities are optimized and expanded.
* Recruit, develop, and inspire future leaders of the firm through mentorship that focuses on understanding the potential and aspirations of the workforce.
* Maintain willingness to give and receive candid feedback in both written and verbal form; Commit to self-development in response to constructive feedback received.
* Assist with developing training content on areas of personal expertise.
Business Development
* Actively participate in relevant industry associations and events to develop and/or maintain industry focus and relationships.
* Build, maintain, and utilize your internal network to address issues timely and add value to client relationships; begin cultivating an external network with the goal of generating new business opportunities for the firm.
* Assist in writing, developing, and delivering thought leadership internally and externally.
* Communicate effectively with prospects, assess needs, and develop clear and accurate project parameters including scoping descriptions, delivery plans, and budgets.
* Contribute to pursuits through development of proposals and other materials.
Position Qualifications
* Bachelor's or Master's degree in business, accounting or related discipline
* Minimum of 5 years of experience in audit, internal audit or related internal control positions serving large global banking institutions. Experience in prior public accounting or professional services firm or within a regulatory body is preferred. Knowledge of AML/CFT/Sanctions risks, regulations, and typologies
* Exposure to the design and implementation of AML programs
* Job relevant certification (e.g. CAMS, CRCM, CIA)
* Experience leading project based work with milestones and workflow driven by objectives and defined timelines.
* Experience managing people, mentoring staff, providing performance feedback, and monitoring workloads of the team while meeting stakeholder and client expectations.
* Must be able to interpret and convey information across various levels, including senior management. This includes written and oral communications.
* Strong interpersonal skills.
* Effective written, verbal, and presentation skills, including interaction with members of client management.
* Ability to travel to meet client needs and work collaboratively with others in-person or remotely.
* Demonstrated success in high pressure scenarios.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $95,400 - $192,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$95.4k-192k yearly Easy Apply 26d ago
Manager - Epic Revenue Cycle Consulting
RSM 4.4
Edison, NJ jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Position Summary:
We are seeking an experienced Epic Revenue Cycle Consulting Manager to join our dynamic team. This role will be pivotal in guiding healthcare organizations through the implementation and optimization of Epic's revenue cycle solutions. The ideal candidate will leverage their expertise in revenue cycle management and Epic systems to deliver high-quality consultingservices that drive operational efficiency and financial success for our clients.
Key Responsibilities:
Project Leadership:
o Lead and manage Epic revenue cycle consulting projects from initiation to completion, ensuring timely delivery and adherence to project scope.
o Collaborate with clients to assess current revenue cycle processes, identify gaps, and develop strategic improvement plans.
Client Engagement:
o Build strong relationships with key stakeholders, including C-suite executives, finance teams, and operational leaders.
o Facilitate workshops and training sessions to educate clients on Epic revenue cycle functionalities and best practices.
Technical Expertise:
o Provide in-depth knowledge of Epic revenue cycle applications, including billing, claims management, and patient access.
o Analyze and interpret data to support decision-making and identify opportunities for process enhancements.
Team Development:
o Mentor and develop junior consultants, fostering a culture of continuous learning and professional growth.
o Collaborate with cross-functional teams to ensure a holistic approach to revenue cycle management.
Quality Assurance:
o Establish and monitor key performance indicators (KPIs) to measure project success and client satisfaction.
o Ensure compliance with industry regulations and standards throughout project execution.
Qualifications:
* Bachelor's degree required; Master's degree preferred.
* 5+ years of experience in healthcare consulting with a focus on revenue cycle management.
* Extensive experience with Epic Systems, specifically in revenue cycle modules (e.g., Resolute, Cadence, Prelude).
* Proven track record of managing complex projects and leading cross-functional teams.
* Strong analytical skills with the ability to translate data into actionable insights.
* Excellent communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
* Certification in Epic Revenue Cycle modules is highly desirable.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $94,400 - $178,800
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$94.4k-178.8k yearly Easy Apply 26d ago
Manager - Epic Revenue Cycle Consulting
RSM 4.4
New York, NY jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Position Summary:
We are seeking an experienced Epic Revenue Cycle Consulting Manager to join our dynamic team. This role will be pivotal in guiding healthcare organizations through the implementation and optimization of Epic's revenue cycle solutions. The ideal candidate will leverage their expertise in revenue cycle management and Epic systems to deliver high-quality consultingservices that drive operational efficiency and financial success for our clients.
Key Responsibilities:
Project Leadership:
o Lead and manage Epic revenue cycle consulting projects from initiation to completion, ensuring timely delivery and adherence to project scope.
o Collaborate with clients to assess current revenue cycle processes, identify gaps, and develop strategic improvement plans.
Client Engagement:
o Build strong relationships with key stakeholders, including C-suite executives, finance teams, and operational leaders.
o Facilitate workshops and training sessions to educate clients on Epic revenue cycle functionalities and best practices.
Technical Expertise:
o Provide in-depth knowledge of Epic revenue cycle applications, including billing, claims management, and patient access.
o Analyze and interpret data to support decision-making and identify opportunities for process enhancements.
Team Development:
o Mentor and develop junior consultants, fostering a culture of continuous learning and professional growth.
o Collaborate with cross-functional teams to ensure a holistic approach to revenue cycle management.
Quality Assurance:
o Establish and monitor key performance indicators (KPIs) to measure project success and client satisfaction.
o Ensure compliance with industry regulations and standards throughout project execution.
Qualifications:
* Bachelor's degree required; Master's degree preferred.
* 5+ years of experience in healthcare consulting with a focus on revenue cycle management.
* Extensive experience with Epic Systems, specifically in revenue cycle modules (e.g., Resolute, Cadence, Prelude).
* Proven track record of managing complex projects and leading cross-functional teams.
* Strong analytical skills with the ability to translate data into actionable insights.
* Excellent communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
* Certification in Epic Revenue Cycle modules is highly desirable.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $94,400 - $178,800
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$94.4k-178.8k yearly Easy Apply 26d ago
Manager - Epic Revenue Cycle Consulting
Rsm 4.4
Boston, MA jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Position Summary:
We are seeking an experienced Epic Revenue Cycle Consulting Manager to join our dynamic team. This role will be pivotal in guiding healthcare organizations through the implementation and optimization of Epic's revenue cycle solutions. The ideal candidate will leverage their expertise in revenue cycle management and Epic systems to deliver high-quality consultingservices that drive operational efficiency and financial success for our clients.
Key Responsibilities:
Project Leadership:
o Lead and manage Epic revenue cycle consulting projects from initiation to completion, ensuring timely delivery and adherence to project scope.
o Collaborate with clients to assess current revenue cycle processes, identify gaps, and develop strategic improvement plans.
Client Engagement:
o Build strong relationships with key stakeholders, including C-suite executives, finance teams, and operational leaders.
o Facilitate workshops and training sessions to educate clients on Epic revenue cycle functionalities and best practices.
Technical Expertise:
o Provide in-depth knowledge of Epic revenue cycle applications, including billing, claims management, and patient access.
o Analyze and interpret data to support decision-making and identify opportunities for process enhancements.
Team Development:
o Mentor and develop junior consultants, fostering a culture of continuous learning and professional growth.
o Collaborate with cross-functional teams to ensure a holistic approach to revenue cycle management.
Quality Assurance:
o Establish and monitor key performance indicators (KPIs) to measure project success and client satisfaction.
o Ensure compliance with industry regulations and standards throughout project execution.
Qualifications:
· Bachelor's degree required; Master's degree preferred.
· 5+ years of experience in healthcare consulting with a focus on revenue cycle management.
· Extensive experience with Epic Systems, specifically in revenue cycle modules (e.g., Resolute, Cadence, Prelude).
· Proven track record of managing complex projects and leading cross-functional teams.
· Strong analytical skills with the ability to translate data into actionable insights.
· Excellent communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
· Certification in Epic Revenue Cycle modules is highly desirable.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $94,400 - $178,800
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$94.4k-178.8k yearly Auto-Apply 16d ago
Manager - Epic Revenue Cycle Consulting
RSM 4.4
Boston, MA jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Position Summary:
We are seeking an experienced Epic Revenue Cycle Consulting Manager to join our dynamic team. This role will be pivotal in guiding healthcare organizations through the implementation and optimization of Epic's revenue cycle solutions. The ideal candidate will leverage their expertise in revenue cycle management and Epic systems to deliver high-quality consultingservices that drive operational efficiency and financial success for our clients.
Key Responsibilities:
Project Leadership:
o Lead and manage Epic revenue cycle consulting projects from initiation to completion, ensuring timely delivery and adherence to project scope.
o Collaborate with clients to assess current revenue cycle processes, identify gaps, and develop strategic improvement plans.
Client Engagement:
o Build strong relationships with key stakeholders, including C-suite executives, finance teams, and operational leaders.
o Facilitate workshops and training sessions to educate clients on Epic revenue cycle functionalities and best practices.
Technical Expertise:
o Provide in-depth knowledge of Epic revenue cycle applications, including billing, claims management, and patient access.
o Analyze and interpret data to support decision-making and identify opportunities for process enhancements.
Team Development:
o Mentor and develop junior consultants, fostering a culture of continuous learning and professional growth.
o Collaborate with cross-functional teams to ensure a holistic approach to revenue cycle management.
Quality Assurance:
o Establish and monitor key performance indicators (KPIs) to measure project success and client satisfaction.
o Ensure compliance with industry regulations and standards throughout project execution.
Qualifications:
* Bachelor's degree required; Master's degree preferred.
* 5+ years of experience in healthcare consulting with a focus on revenue cycle management.
* Extensive experience with Epic Systems, specifically in revenue cycle modules (e.g., Resolute, Cadence, Prelude).
* Proven track record of managing complex projects and leading cross-functional teams.
* Strong analytical skills with the ability to translate data into actionable insights.
* Excellent communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
* Certification in Epic Revenue Cycle modules is highly desirable.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $94,400 - $178,800
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$94.4k-178.8k yearly Easy Apply 26d ago
Manager - Epic Revenue Cycle Consulting
RSM 4.4
Baltimore, MD jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Position Summary:
We are seeking an experienced Epic Revenue Cycle Consulting Manager to join our dynamic team. This role will be pivotal in guiding healthcare organizations through the implementation and optimization of Epic's revenue cycle solutions. The ideal candidate will leverage their expertise in revenue cycle management and Epic systems to deliver high-quality consultingservices that drive operational efficiency and financial success for our clients.
Key Responsibilities:
Project Leadership:
o Lead and manage Epic revenue cycle consulting projects from initiation to completion, ensuring timely delivery and adherence to project scope.
o Collaborate with clients to assess current revenue cycle processes, identify gaps, and develop strategic improvement plans.
Client Engagement:
o Build strong relationships with key stakeholders, including C-suite executives, finance teams, and operational leaders.
o Facilitate workshops and training sessions to educate clients on Epic revenue cycle functionalities and best practices.
Technical Expertise:
o Provide in-depth knowledge of Epic revenue cycle applications, including billing, claims management, and patient access.
o Analyze and interpret data to support decision-making and identify opportunities for process enhancements.
Team Development:
o Mentor and develop junior consultants, fostering a culture of continuous learning and professional growth.
o Collaborate with cross-functional teams to ensure a holistic approach to revenue cycle management.
Quality Assurance:
o Establish and monitor key performance indicators (KPIs) to measure project success and client satisfaction.
o Ensure compliance with industry regulations and standards throughout project execution.
Qualifications:
* Bachelor's degree required; Master's degree preferred.
* 5+ years of experience in healthcare consulting with a focus on revenue cycle management.
* Extensive experience with Epic Systems, specifically in revenue cycle modules (e.g., Resolute, Cadence, Prelude).
* Proven track record of managing complex projects and leading cross-functional teams.
* Strong analytical skills with the ability to translate data into actionable insights.
* Excellent communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
* Certification in Epic Revenue Cycle modules is highly desirable.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $94,400 - $178,800
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$94.4k-178.8k yearly Easy Apply 26d ago
Consulting Associate
Sisterson & Co. LLP 3.0
Pittsburgh, PA jobs
Job DescriptionSalary:
CONSULTING ASSOCIATE
Sisterson & Co. LLP, a respected regional CPA firm based in Pittsburgh, PA, is seeking motivated and qualified local candidates to join our team as aConsulting Associate.
As a Consulting Associate you will have the opportunity to deliver quality consultingservices to clients of the firm. Consulting Associates assist with collateral field examinations for commercial lenders. A collateral field examination is an on-site visit that focuses on the review and testing of the quality of the banks collateral, reliability of the companys books and records, and adequacy of finance controls. As a Consulting Associate, youll be immersed in meaningful work that builds your technical foundation and professional confidence.
Are You Ready to Launch Your Career in Consulting?
This opportunity is ideal for individuals:
Obtaining a bachelors degree in business with a major or minor in accounting or masters degree (accounting or finance concentration preferred)
Graduating by no later than May 2026
Holding aGPA of 3.0 or higher
Eager to grow in the consulting profession in a public accounting environment
Demonstrating strong technical and project management skills (preferred excel experience)
Offering effective communication skillsboth written and verbal
Committed to delivering exceptional service to external clients and internal team members
Sisterson Cares About Our People
Sisterson & Co. LLP offers a competitive and comprehensive rewards package that includes:
A competitive total compensation package
Medical, dental, and vision coverage
Generous paid time off and holiday breaks
Long-term & short-term disability and group term life insurance
Employee and client referral bonus opportunities
Parental and Caregiver Leave Policy
A 401(k) plan with discretionary firm match
Tuition reimbursement and continuing professional education (CPE)
CPA exam support: pass bonus, study materials, and exam fee reimbursement
Networking, practice development opportunities, and membership reimbursements for professional organizations
A robust performance management and mentoring system
Our culture is built on relationships, collaboration, and respect. Youll thrive here if you value:
Flexible, collaborative workspaces and a hybrid work culture
Building connections with colleagues at all levelsfrom associates to partners
A family-oriented, forward-thinking firm that supports your career growth
A value-driven environment focused on clients and employees alike
Open dialogue and the ability to shape your own career path
A collaborative culture with recognition events, community involvement, and young professional and leadership opportunities
A flexible dress for your day environment and business casual workplace that celebrates professional and personal milestones
A supportive team environment that empowers you to reach your goals
A firm that respects your time, your life, and your professional aspirations
Sisterson Cares About Our Clients
Founded in 1926, Sisterson & Co. LLP is one of the largest certified public accounting and financial consulting firms in the Pittsburgh region. Our steady growth reflects our commitment to delivering exceptional service and building long-term client relationships. We proudly serve hundreds of clients across a wide range of industries, including:
Commercial Lending Services
Private Investment Companies
Employee Benefit Plans
Energy & Related Industries
Individuals & Trusts
Manufacturing, Distribution & Commercial Services
Not-for-Profit
Real Estate & Development
Technology
Sisterson Cares About Our Community
As a Pittsburgh-based firm, Sisterson has made a commitment to the region and its community.Our employees and partnerssupport clients and non-clientsby volunteering, participating in charity activities, attending events, as well ascommittee and board involvement. Sisterson employees are encouraged to participate in volunteer activities as part of the firms Sisterson Cares program.
The firm also believes in educating and mentoring groups that are traditionally underrepresented in the accounting industry. We are proud to support the National Association of Black Accountant's annual ACAP (Accounting Career Awareness Program) and to participate in Disability Mentoring Day each year, among many other career-focused community activities in the region.
The Sisterson Standard
What sets us apart? Our unwavering commitment to excellence:
Partner involvementin every engagement
Deep technical expertisein complex matters
A culture rooted inintegrity, competence, and objectivity
Dedicated, responsive staff
A relentless focus onexceptional client service
A strong history and reputation for a nearly 100 years
$62k-71k yearly est. 15d ago
Consulting Associate
Sisterson & Co. LLP 3.0
Pittsburgh, PA jobs
Sisterson & Co. LLP, a respected regional CPA firm based in Pittsburgh, PA, is seeking motivated and qualified local candidates to join our team as a Consulting Associate.
As a Consulting Associate you will have the opportunity to deliver quality consultingservices to clients of the firm. Consulting Associates assist with collateral field examinations for commercial lenders. A collateral field examination is an on-site visit that focuses on the review and testing of the quality of the bank's collateral, reliability of the company's books and records, and adequacy of finance controls. As a Consulting Associate, you'll be immersed in meaningful work that builds your technical foundation and professional confidence.
Are You Ready to Launch Your Career in Consulting?
This opportunity is ideal for individuals:
Obtaining a bachelor's degree in business with a major or minor in accounting or master's degree (accounting or finance concentration preferred)
Graduating by no later than May 2026
Holding a GPA of 3.0 or higher
Eager to grow in the consulting profession in a public accounting environment
Demonstrating strong technical and project management skills (preferred excel experience)
Offering effective communication skills-both written and verbal
Committed to delivering exceptional service to external clients and internal team members
Sisterson Cares About Our People
Sisterson & Co. LLP offers a competitive and comprehensive rewards package that includes:
A competitive total compensation package
Medical, dental, and vision coverage
Generous paid time off and holiday breaks
Long-term & short-term disability and group term life insurance
Employee and client referral bonus opportunities
Parental and Caregiver Leave Policy
A 401(k) plan with discretionary firm match
Tuition reimbursement and continuing professional education (CPE)
CPA exam support: pass bonus, study materials, and exam fee reimbursement
Networking, practice development opportunities, and membership reimbursements for professional organizations
A robust performance management and mentoring system
Our culture is built on relationships, collaboration, and respect. You'll thrive here if you value:
Flexible, collaborative workspaces and a hybrid work culture
Building connections with colleagues at all levels-from associates to partners
A family-oriented, forward-thinking firm that supports your career growth
A value-driven environment focused on clients and employees alike
Open dialogue and the ability to shape your own career path
A collaborative culture with recognition events, community involvement, and young professional and leadership opportunities
A flexible “dress for your day” environment and business casual workplace that celebrates professional and personal milestones
A supportive team environment that empowers you to reach your goals
A firm that respects your time, your life, and your professional aspirations
Sisterson Cares About Our Clients
Founded in 1926, Sisterson & Co. LLP is one of the largest certified public accounting and financial consulting firms in the Pittsburgh region. Our steady growth reflects our commitment to delivering exceptional service and building long-term client relationships. We proudly serve hundreds of clients across a wide range of industries, including:
Commercial Lending Services
Private Investment Companies
Employee Benefit Plans
Energy & Related Industries
Individuals & Trusts
Manufacturing, Distribution & Commercial Services
Not-for-Profit
Real Estate & Development
Technology
Sisterson Cares About Our Community
As a Pittsburgh-based firm, Sisterson has made a commitment to the region and its community. Our employees and partners support clients and non-clients by volunteering, participating in charity activities, attending events, as well as committee and board involvement. Sisterson employees are encouraged to participate in volunteer activities as part of the firm's Sisterson Cares program.
The firm also believes in educating and mentoring groups that are traditionally underrepresented in the accounting industry. We are proud to support the National Association of Black Accountant's annual ACAP (Accounting Career Awareness Program) and to participate in Disability Mentoring Day each year, among many other career-focused community activities in the region.
The Sisterson Standard
What sets us apart? Our unwavering commitment to excellence:
Partner involvement in every engagement
Deep technical expertise in complex matters
A culture rooted in integrity, competence, and objectivity
Dedicated, responsive staff
A relentless focus on exceptional client service
A strong history and reputation for a nearly 100 years