Cliftonlarsonallen job in Minneapolis, MN or remote
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
CLA is growing and seeking to hire an experienced ERP Analyst (Remote) to join our talented Information Technology team. The position offers growth, flexibility and a collaborative work environment.
This role improves and supports business use of CLA's Enterprise Resource Planning (ERP) application.
How you'll
create opportunities
in this ERP Analyst (Remote) role:
Application Leadership: Assists users with requests for support and information. Calculates test cases based on enhancements to be implemented from vendor or internally generated changes. Responsible for validation of vendor patches and/or upgrades to the environment. Has a natural customer service approach to interactions with internal clients at all levels.
Training and Curriculum Development: Selects appropriate instructional procedures and/or methods in the development of training, and use various software applications to assemble and format information.
Operations: Assists with enhancements as required. Creates process and technical documentation for new and existing processes, policies, and user guides. Participates in project teams that are either directly associated with the ERP or that use the information in some form. Communicates effectively and professionally, both verbally and in writing.
What you will need:
3 years of experience working with ERP or financial reporting systems.
Workday Security experience preferred
Bachelor's degree or a combination of relevant experience and training may be considered in lieu of a degree.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
The compensation range for this position in California is: $76,700.00 - $130,000.00
The compensation range for this position in Colorado is: $70,900.00 - $117,000.00
The compensation range for this position in Illinois is: $65,100.00 - $117,000.00
The compensation range for this position in Maryland is: $73,800.00 - $126,000.00
The compensation range for this position in Massachusetts is: $76,700.00 - $126,000.00
The compensation range for this position in Minnesota is: $65,100.00 - $113,000.00
The compensation range for this position in New Jersey is: $82,400.00 - $126,000.00
The compensation range for this position in New York is: $85,300.00 - $130,000.00
The compensation range for this position in Washington is: $70,900.00 - $121,000.00
#LI-DJ1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$85.3k-130k yearly Auto-Apply 5d ago
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Accounting Consultant - Engagement Director
Cliftonlarsonallen 4.4
Cliftonlarsonallen job in Canton, OH
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire Accounting Consultants (Engagement Directors) for our Client Accounting and Advisory Services (CAAS). CAAS provides customized accounting support for our clients (typically larger than $50M) on an interim and project basis. If flexibility, variety, and life balance are important to you…keep reading!
As an Engagement Director, you will:
Serve as a high-level interim or project-based accounting resource for clients in various industries on accounting, finance, tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc.).
Design/improve accounting processes such as: monthly close, management and financial reporting, forecasting, consolidations, and system implementations to name a few.
Take an active and hands-on approach in executing client engagements.
Have the opportunity to travel - the more open you are to travel, the more opportunities we can present to you!
Pick and choose your engagements - allow yourself to enjoy your career AND life.
Have access to full benefits package as an hourly employee.
What you will need:
Ten years relative work experience including public accounting. Prior industry experience as a CFO, Controller, SEC Reporting or Internal Audit Manager equivalent preferred. We love Big Four alum!
A bachelor's degree in accounting, finance, business, or related field .
Mastery in Microsoft Excel and experience in a variety of accounting software.
CPA certification is preferred but not .
Prior project management and exceptional client service management experience preferred.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
#LI-AP1, #LI-Hybrid
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$56k-66k yearly est. Auto-Apply 60d+ ago
Remote Healthcare BD Director - Growth & Strategy
Baker Tilly International 4.6
Remote or Chicago, IL job
A leading advisory firm is seeking a Business Development Director to drive growth in its Healthcare Tax, Assurance, and Consulting Practices. Based in Chicago, this senior-level position requires an individual with over 10 years of relevant experience, strong sales skills, and the ability to develop client relationships. Responsibilities include generating a client pipeline, advising on healthcare IT trends, and maintaining high standards of client satisfaction. Competitive compensation is offered ranging from $159,980 to $303,310.
#J-18808-Ljbffr
Work Arrangement:
Remote, Hybrid, or In-office
A Day in the Life
A typical day as a Wealth Transition Services Tax Manager might include the following:
Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings).
Working with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes.
Interpreting and reviewing various legal documents in relation to estate and business succession planning (including the income tax ramifications of trust funding and trust administration).
Technical research on income tax for trusts and estates for internal clients.
Assisting clients which may have varied levels of tax knowledge (including family office clients and corporate trust companies).
Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied.
Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
Business development and billing responsibility.
Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
Coaching and mentoring staff.
Working with the firm Wealth Transition Services team on various advisory and compliance projects.
Who You Are
You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation).
You have 5+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field.
You are a 1041 expert and have superb research and tax abilities, and are able to provide technically sound recommendations and evaluations.
You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Manager/Senior Manager will interact with clients in the high net worth and ultra-high net worth space and will speak to groups on wealth transition topics.
You are a multi-tasking master and there is never a deadline you can't meet.
You have experience developing business and networking.
You are excited about working in a growing top-25 CPA firm and have the ability to assist with multiple engagements across the country.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation $92,000-$160,000
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws
#LI-MB1
#LI-REMOTE
$92k-160k yearly 3d ago
Financial Services Associate
Squire Patton Boggs 4.9
Cleveland, OH job
Job Title
Financial Services Associate
Ref No.
5021CLE
Job Location
Cleveland
Work Type
Full Time
Description
Squire Patton Boggs (US) LLP seeks an Associate to join our retail and consumer banking team as part of the Global Financial Services Practice Group. Our retail and consumer banking team advises leading national banks, state banks, credit unions, payment service providers, and financial technology companies on cutting edge issues impacting retail and consumer banking, payments, blockchain/stables, payment cards, auto finance, residential mortgage, unsecured personal lending, and digital banking. The ideal candidate is experienced in prudential banking regulation, has strong drafting and contracting skills, and the motivation, ability, and confidence to develop on an accelerated basis.
Responsibilities:
The successful candidate will be expected to provide a full range of the highest-quality legal services to clients, including drafting, negotiating, and documenting complex commercial transactions for various retail and consumer banking lines of business. The successful candidate will also have a strong working knowledge of federal and state consumer banking and finance laws, rules, and regulations.
Academic and Professional Qualifications:
Possess a strong academic record; and
Admitted to practice law in the State Bar in the Associate's primary Office.
Knowledge, Skills & Experience:
Five to seven years' experience counseling U.S banks, credit unions, specialty finance businesses, fintechs,
etc.
;
Proven ability to work both independently and collaboratively with others on complex matters;
Excellent written and oral communication skills and sound judgement;
Strong technical drafting skills and relevant transactional experience with complex commercial transactions, including partnership agreements, co-brand agreements, whole-loan purchase/sale transactions, BaaS/Sponsorship Agreements, Platform Agreements,
etc
.;
Solid working knowledge of consumer financial services and related lines of business;
Experience drafting MSAs, SOWs, Schedules, Exhibits, Term Sheets, and Letters of Intent;
Experience working with the U.S. prudential banking agencies (
e.g.,
OCC, FRB, FDIC) and federal and state enforcement agencies (
e.g.,
CFPB, FTC, NYDFS);
Excellent client-relationship skills;
Ability to complete assigned tasks with meticulous attention to detail;
Motivated, organized, self-starter who is ready to assume responsibility on challenging matters with an intellectual curiosity and desire to grow and develop; and
Experience working for a large U.S. bank, fintech, or nationally recognized law firm.
Application Process:
In order to be considered for a position at Squire Patton Boggs, you must formally apply online. Please be prepared to submit your resume/CV and unofficial law school transcript with the application.
The salary range for this position is $237,500 - $257,500 per year, depending on skills and experience. We offer a professional and friendly work environment with competitive compensation and comprehensive benefits, including health, dental, life, 401(k) and many other excellent benefits.
We are not accepting third party submissions.
About Squire Patton Boggs
Squire Patton Boggs is a full-service global law firm providing insight at the point where law, business, and government meet, giving you a voice, supporting your ambitions, and achieving successful outcomes. With over 1,500 lawyers spanning more than 40 offices across four continents, the firm is renowned for its local connections and global influence, delivering comprehensive legal services across North America, Europe, the Middle East, Asia Pacific, and Latin America.
Squire Patton Boggs is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law. This non-discrimination policy applies to all aspects of employment.
#LI-WS1 #LI-Hybrid
$237.5k-257.5k yearly 52d ago
Government Investigations and White Collar Associate
Squire Patton Boggs 4.9
Cleveland, OH job
Job Title
Government Investigations and White Collar Associate
Ref No.
CLE4972
Job Location
Cleveland
Work Type
Full Time
Description
Squire Patton Boggs is actively seeking an Associate to join our dynamic Government Investigations and White Collar Practice Group. The individual hired for this position will support and work directly with numerous partner-level litigators handling global compliance, government and internal investigations, white collar criminal defense, and related complex civil litigation. Relevant clerkship and government experience is a plus. The position can be based in any of our U.S. offices.
Responsibilities:
Conduct legal and factual research
Analyze documents and complex financial transactions
Draft motions, legal memoranda, investigation reports, and correspondence
Interview witnesses
Manage discovery and other case responsibilities
Work with consultants and experts
Academic and Professional Qualifications:
Possess a JD from an accredited law school and a strong academic record.
Admitted to a US State Bar and in good standing. Admission to the Bar in the state of the primary office is expected if not currently admitted.
Experience working in a law firm or government agency with compliance and white collar government investigations experience involving anti-money laundering, economic sanctions, fraud, securities violations, Foreign Corrupt Practices Act, False Claims Act, or other comparable areas of criminal law are preferred.
Job Requirements:
2 - 5 years of relevant experience in substantive areas of compliance, complex government and internal investigations, white collar criminal defense, and related complex civil litigation including: legal and factual research, persuasive writing, client and witness interviews, and case management
Experience/working knowledge of criminal procedure
Excellent organizational, reasoning and research skills; excellent written and verbal communication abilities; mature judgment; attention to detail; initiative
Flexibility, composure, and the ability to prioritize and handle urgent tasks and requests simultaneously with a high level of competence and accuracy; the ability to remain composed and professional under stressful circumstances; commitment to ethical and confidentiality requirements; strong client service skills
Ability to work as part of a team and without supervision, demonstrating initiative in seeking work and managing workload; active in formulating and recommending projects or alternative ways to complete projects that will benefit the case/client
A background in business banking, finance, economics, accounting, or a foreign language is a plus
Application Process:
In order to be considered for a position at Squire Patton Boggs, you must formally apply online. Resumes should be accompanied by unofficial law school transcript and a recent writing sample (10 pages max). Please include a cover page with your writing sample that describes the piece you are submitting and how you may have modified it from its original format.
The salary range for this position is $212,000 to $237,000 per year, depending on skills and experience. We offer a professional and friendly work environment with competitive compensation and comprehensive benefits.
We are not accepting third party submissions.
About Squire Patton Boggs LLP
Squire Patton Boggs is a full service global law firm providing insight at the point where law, business and government meet, giving you a voice, supporting your ambitions and achieving successful outcomes. With more than 1,500 colleagues and 40 offices across four continents, we are well-established geographically with strong local and regional positions in North America, Europe, Asia Pacific, the Middle East and Latin America, and our practice experience spans all key sectors.
Squire Patton Boggs is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law. This non-discrimination policy applies to all aspects of employment.
#LI-WS1 #LI-Hybrid
$212k-237k yearly 60d+ ago
Private Equity Performance Improvement Leader
Armanino McKenna Certified Public Accountants & Consultants 4.7
Remote or Bellevue, WA job
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Public Accounting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
We are seeking a Private Equity Performance Improvement Leader to lead and expand this sub-practice, working collaboratively to deliver outstanding client service while mentoring a team of rising professionals. This role will work closely with senior leadership and clients to build complex financial models, provide insights, and drive data-driven decision-making. The ideal candidate has extensive experience in financial modeling, corporate finance, and strategic advisory, with a strong ability to communicate financial insights to executive stakeholders.
We are looking to add to our wickedly smart team in the one of the following locations: the San Francisco Bay Area, Los Angeles, or Irvine (California); Dallas or Austin (Texas); Seattle, (Washington); St. Louis (Missouri); Chicago (Illinois); Philadelphia (Pennsylvania); New York (New York); or Denver (Colorado).
The ideal candidate will also have experience with integrated Capital Markets readiness and Value Creation projects. This includes advising clients on how to prepare for liquidity events, IPOs, debt and equity financing, and optimizing their financial structure for long-term success. Additionally, they will work with clients to identify and implement key value drivers that enhance enterprise value and operational efficiency.
This individual must be both highly analytical, with the ability to dive into PE portfolio companies, their existing structure and reporting with the ability to design and execute plans to maximize stakeholder value. As the leader of the group, importance being an effective mentor, capable of teaching and developing others to help build the Private Equity Performance Improvement practice. Additionally, the ideal candidate should desire the role of a practice builder with experience in business development, including identifying new client opportunities, building relationships, and expanding Armanino's service offerings in the Private Equity and Strategic Finance space.
Job Responsibilities
* Develop, maintain, and improve financial models for various business scenarios, including forecasting, budgeting, capital planning, and valuation.
* Provide strategic financial insights and recommendations to clients, helping them optimize performance and achieve growth objectives.
* Conduct financial analysis and scenario planning to evaluate business strategies, capital allocation, and investment opportunities.
* Lead and execute financial due diligence, mergers & acquisitions (M&A) analysis, and other transaction-related financial modeling.
* Collaborate with internal and external stakeholders, including executives, investors, and finance teams, to deliver high-impact financial solutions.
* Guide clients in implementing best practices for financial planning, reporting, and operational efficiencies.
* Advise clients on capital markets readiness, including IPO preparation, financing strategies, and financial structuring.
* Identify and implement key value creation drivers to enhance enterprise value and operational efficiency.
* Leverage data analytics and visualization tools to present financial information in an impactful and digestible manner.
* Mentor and develop junior team members in Private Equity Performance Improvement best practices, helping to build a strong practice within Armanino.
* Drive business development efforts by identifying new client opportunities, building relationships, and expanding Armanino's Advisory service offerings.
* Have ownership of, and manage, key initiatives and metrics, including but not limited to metrics related to billing, utilization, and A/R.
Requirements
* Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred.
* Minimum 10 years of experience in valuation, financial modeling, corporate finance, investment banking, private equity, or strategic finance.
* Advanced proficiency in financial modeling and Excel, with strong experience in valuation techniques, DCF, LBO, and M&A modeling.
* Expertise in financial planning & analysis (FP&A) and strategic decision support.
* Strong understanding of accounting principles and financial reporting.
* Proven track record in generating new business opportunities
* Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
* Ability to work in a fast-paced, client-facing environment and manage multiple projects simultaneously.
* Strong leadership and mentoring skills, with the ability to develop and grow a team of financial professionals.
* Strong client communication skills
* Flexibility to work from home while collaborating in person half the time.
Preferred Qualifications
* Experience with financial forecasting tools, BI platforms, and data visualization software (e.g., Tableau, Power BI) is a plus.
* Interest or experience in business development, including identifying client opportunities, relationship-building, and expanding service offerings.
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $223,200 - $262,600. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $245,600 - $288,900. For Northern California residents, the compensation range for this position: $256,700 - $302,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
$74k-89k yearly est. Auto-Apply 5d ago
Private Equity Performance Improvement Leader
Armanino McKenna Certified Public Accountants & Consultants 4.7
Remote or Dallas, TX job
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Public Accounting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
We are seeking a Private Equity Performance Improvement Leader to lead and expand this sub-practice, working collaboratively to deliver outstanding client service while mentoring a team of rising professionals. This role will work closely with senior leadership and clients to build complex financial models, provide insights, and drive data-driven decision-making. The ideal candidate has extensive experience in financial modeling, corporate finance, and strategic advisory, with a strong ability to communicate financial insights to executive stakeholders.
We are looking to add to our wickedly smart team in the one of the following locations: the San Francisco Bay Area, Los Angeles, or Irvine (California); Dallas or Austin (Texas); Seattle, (Washington); St. Louis (Missouri); Chicago (Illinois); Philadelphia (Pennsylvania); New York (New York); or Denver (Colorado).
The ideal candidate will also have experience with integrated Capital Markets readiness and Value Creation projects. This includes advising clients on how to prepare for liquidity events, IPOs, debt and equity financing, and optimizing their financial structure for long-term success. Additionally, they will work with clients to identify and implement key value drivers that enhance enterprise value and operational efficiency.
This individual must be both highly analytical, with the ability to dive into PE portfolio companies, their existing structure and reporting with the ability to design and execute plans to maximize stakeholder value. As the leader of the group, importance being an effective mentor, capable of teaching and developing others to help build the Private Equity Performance Improvement practice. Additionally, the ideal candidate should desire the role of a practice builder with experience in business development, including identifying new client opportunities, building relationships, and expanding Armanino's service offerings in the Private Equity and Strategic Finance space.
Job Responsibilities
* Develop, maintain, and improve financial models for various business scenarios, including forecasting, budgeting, capital planning, and valuation.
* Provide strategic financial insights and recommendations to clients, helping them optimize performance and achieve growth objectives.
* Conduct financial analysis and scenario planning to evaluate business strategies, capital allocation, and investment opportunities.
* Lead and execute financial due diligence, mergers & acquisitions (M&A) analysis, and other transaction-related financial modeling.
* Collaborate with internal and external stakeholders, including executives, investors, and finance teams, to deliver high-impact financial solutions.
* Guide clients in implementing best practices for financial planning, reporting, and operational efficiencies.
* Advise clients on capital markets readiness, including IPO preparation, financing strategies, and financial structuring.
* Identify and implement key value creation drivers to enhance enterprise value and operational efficiency.
* Leverage data analytics and visualization tools to present financial information in an impactful and digestible manner.
* Mentor and develop junior team members in Private Equity Performance Improvement best practices, helping to build a strong practice within Armanino.
* Drive business development efforts by identifying new client opportunities, building relationships, and expanding Armanino's Advisory service offerings.
* Have ownership of, and manage, key initiatives and metrics, including but not limited to metrics related to billing, utilization, and A/R.
Requirements
* Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred.
* Minimum 10 years of experience in valuation, financial modeling, corporate finance, investment banking, private equity, or strategic finance.
* Advanced proficiency in financial modeling and Excel, with strong experience in valuation techniques, DCF, LBO, and M&A modeling.
* Expertise in financial planning & analysis (FP&A) and strategic decision support.
* Strong understanding of accounting principles and financial reporting.
* Proven track record in generating new business opportunities
* Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
* Ability to work in a fast-paced, client-facing environment and manage multiple projects simultaneously.
* Strong leadership and mentoring skills, with the ability to develop and grow a team of financial professionals.
* Strong client communication skills
* Flexibility to work from home while collaborating in person half the time.
Preferred Qualifications
* Experience with financial forecasting tools, BI platforms, and data visualization software (e.g., Tableau, Power BI) is a plus.
* Interest or experience in business development, including identifying client opportunities, relationship-building, and expanding service offerings.
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $223,200 - $262,600. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $245,600 - $288,900. For Northern California residents, the compensation range for this position: $256,700 - $302,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
$69k-86k yearly est. Auto-Apply 5d ago
PA Technical Design Specialist - H - PT
Bakertilly 4.6
Remote job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Due to the continued growth of our Consulting practice, we are currently recruiting Technical Design Specialist with HL7 experience to join our Digital Solutions Healthcare team. As a part of Baker Tilly Consulting, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our client's most important needs. As a member of our team, you will also contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing the best people, and shaping our culture.
Baker Tilly is providing integration services to a long-standing client that provides outpatient radiology and oncology services to health systems, hospitals, and physician groups across the country. We are leading efforts to enable the sharing of orders and results via HL7 messaging between our client and its customers. We are seeking Technical Design Specialists to work collaboratively with our project managers and interface developers to onboard our client's customers to their technical environment.
Lead, manage and conduct requirements gathering sessions with health systems, hospitals, and physician groups (“Providers”) for HL7 messaging for radiology and oncology orders and results.
Document requirements and processes utilizing flowcharts, process flow diagrams, process maps, etc.
Work directly with Providers' EHR vendors, when necessary, to further define the requirements and specifications for HL7 messaging.
Analyze documents and requirements, and then translate them into specifications for the interface developers.
Communicate requirements and specifications for the HL7 messaging to the interface developers. Work collaboratively with the Providers and the interface developers to refine and validate the interface specifications.
Once an HL7 interface is developed, lead and manage the interface testing process at the Provider site. Work collaboratively with the Provider to test interfaces and validate the data being shared.
Coordinate with client technical teams to map, migrate, and integrate client data.
Validate that the interfaces align with the Providers requirements:
Provide go-live support for new interfaces
Provide training to Provider technical staff
Identify issues that arise during go-live and communicate them to Providers and interface developers
Develop and implement fixes for issues that arise either independently or in collaboration with interface developers
Report regularly to project manager and provide project updates for each Provider assigned to Technical Design Specialist.
Adhere to project processes and documentation requirements as established by the project manager. Suggest enhancement or modifications to project artifacts that would expedite or better the onboarding process for Providers.
Serve as the primary point of contact between our client and their customers throughout the onboarding process.
Qualifications
Bachelor's degree in computer science, management information systems, healthcare information management, or related field. Or experience in lieu of degree.
Minimum of five (5) plus years of related experience; previous healthcare industry and consulting experience highly preferred.
As the primary point of contact between our client and their customer, the Technical Design Specialist must possess excellent verbal and written communication skills.
Experience with project management tools such as MS Project, JIRA, Smartsheet, etc.
Project management experience/training is a plus.
Demonstrate management, analytical, organization, interpersonal, project management, skills, and highly developed Microsoft Suite skills (Word, Excel) required.
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Project experience with HL7 interface development (e.g., requirements gathering, specifications development, testing, troubleshooting, deployment)
Ability to work remotely.
$65k-88k yearly est. Auto-Apply 35d ago
IT Service Management Lead
CBIZ, Inc. 4.6
Cleveland, OH job
#LI-AM1 #LI-Hybrid * Utilizing our business process, plans, evaluates and manages the execution of assigned projects * Develops and maintains software, operating systems and hardware technology * Administers, maintains, develops and implements policies, procedures and best practices
* Has expert knowledge of commonly used concepts, practices and procedures within job scope
* Identify and review opportunities and implement recommendations for improvement to mitigate risk and optimize technology
* Prepare formal project plans maintaining an awareness and an updated status of projects that fall within span of responsibility
* Provide leadership and mentoring opportunities to staff
Preferred Qualifications
* 5+ years of experience in IT Service Management or IT Operations leadership roles
* College degree or equivalent required
* ITIL 4 Foundation Certification (advanced ITIL certifications preferred)
* Demonstrated success in implementing, governing, and improving ITSM processes in mid-to-large organizations
* Strong analytical and root cause analysis skills, with the ability to translate findings into actionable improvements
* Proven ability to develop and communicate metrics, dashboards, and executive-level reporting
* Excellent facilitation, training, and stakeholder engagement skills
* Strong leadership, collaboration, and time management abilities
Minimum Qualifications
* College Degree or equivalent
* 6 years related experience
* Expert technical knowledge
* Knowledge of industry regulations
* Ability to lead and coordinate the team activities of others
* Ability to formulate, document and recommend new policies and procedures
* Able to work in and lead a team
* Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
* Ability to travel as required by business and on-call availability
$52k-67k yearly est. 60d+ ago
Billing Specialist
Squire Patton Boggs 4.9
Columbus, OH job
Job Title
Billing Specialist
Ref No.
COL5041
Job Location
Columbus
Work Type
Full Time
Description
Squire Patton Boggs is one of the world's strongest integrated legal practices. With over 1,500 lawyers spanning more than 40 offices across four continents, the firm is renowned for its local connections and global influence, delivering comprehensive legal services across North America, Europe, the Middle East, Asia Pacific, and Latin America.
We are seeking a qualified CSR (Client Services Representative) in our Columbus, OH office to provide full service administrative financial support to assigned attorneys and/or legal assistants of the Firm; speak with clients, record information into the Firm's accounting system, compile data and prepare bills. This position requires advanced client service skills, extensive law firm financial billing and collections experience, superior judgment and the ability to work with minimal supervision and assistance.
Job responsibilities include, but are not limited to:
Provide billing and financial support to assigned billing attorneys
Input and maintain client billing guidelines as applicable
Prepare and present pre-bills to attorneys in accordance with client matter billing terms
Process edits, post invoices and forward final bills to billing attorney and/or client as directed
Prepare and review accounts receivable and WIP reports and assist with collections process
Review all New Account Memoranda for completeness and open new client matters
Reviews and processes Accounts Payable (AP) and Accounts Receivable (AR) as needed
Assist attorneys with monitoring hours, realization or other financial analysis as it pertains to fixed-fee or other alternative fee arrangements
Qualified candidates must have an A.A. or equivalent from a two-year college or technical school; at least one-year related experience in a large law firm; or equivalent combination of education and experience. Proficiency in Aderant Expert, 3E or similar time and billing software and knowledge of electronic billing systems is preferred.
We offer excellent benefits, competitive compensation, and the opportunity to work in a professional, collaborative work environment.
Squire Patton Boggs is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law. This non-discrimination policy applies to all aspects of employment.
#LI-MK1
$47k-60k yearly est. 31d ago
1L Summer Associate 2026
Squire Patton Boggs 4.9
Cincinnati, OH job
Job Title
1L Summer Associate 2026
Ref No.
1LCIN
Job Location
Cincinnati
Work Type
Full Time
Description
Squire Patton Boggs is looking for outstanding first-year law students to join our 2026 Summer Associate Program. Successful candidates will have a strong academic record, exhibit an inherent drive to learn and the ambition to succeed. We are seeking well-rounded and personable team players who aim to take initiative throughout their legal career.
Our summer associate program gives you the tools and the platform to take you to the personal and professional heights you want to reach. Your job duties as a summer associate will include working on complex, high-level transactions, disputes, and policy matters across our network of practices and industries. We have a work allocation system that affords you the opportunity to work on various assignments and gain exposure to your practice areas of interest. During the program, you can expect to receive excellent mentorship at the partner and associate levels, have access to workshops and seminars on legal writing, pro bono opportunities, and much more.
Academic and Professional Qualifications
Rising 1L student at an ABA-approved law school.
Record of outstanding academic achievement. Preference given to the top 25% of class or GPA of 3.5 and above.
Work experience prior to law school is highly valued.
Knowledge, Skills and Experience
We seek candidates whose personal drive, legal acumen, rich experience, and approach to client service will make them trusted advisors to clients, and valuable colleagues. Adaptability, interest in our firm, discretion, and the ability to approach challenges thoughtfully and creatively are additional key indicators of success.
Additional Skillsets
Commitment to client service.
Legal research and writing skills.
Excellent communication skills.
Demonstrated leadership ability and a commitment to team success and integrity are highly valued, as is sound judgment.
Foreign language skills and multicultural experience prior to law school are a plus.
Geographical ties.
How to Apply
Click Here to Apply.
Be prepared to submit your resume. In addition, please include a writing sample (preferably no more than 10-12 pages) with a cover page that describes the piece you are submitting and how you may have modified it from its original format. Cover letters may also be submitted, and we will request your law school transcript once available.
*If you wish to be considered for multiple offices, please apply online using the job posting link for your preferred office and express interest in other offices hosting summer programs in your cover letter. You do not need to apply multiple times.
About Squire Patton Boggs LLP
With over 1,500 lawyers spanning more than 40 offices across four continents, the firm is renowned for its local connections and global influence, delivering comprehensive legal services across North America, Europe, the Middle East, Asia Pacific, and Latin America. With expertise spanning all key sectors, the firm is also known for its preeminent public policy practice and deep-rooted relationships in Washington DC and Brussels.
Squire Patton Boggs is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law. This non-discrimination policy applies to all aspects of employment.
$132k-183k yearly est. 60d+ ago
Professional Coding Consultant - Remote Eligible
Eide Bailly 4.4
Remote or Akron, OH job
Work Arrangement: Remote, In-office or Hybrid
Typical Day in the Life
A typical day as a Professional Coding Consultant might include:
Perform coding compliance reviews primarily for professional services. Expertise in multiple specialties is required, including strength in Evaluation & Management and surgical coding.
Develop coding review summaries outlining detailed findings and recommendations, executive summaries and communicate with different levels within the facility or medical group practice.
Provide education to coders and providers following the coding review, as requested.
Support clients with provider coding and documentation improvement, conduct reviews for billing and other regulatory compliance with third party payers, revenue cycle management as well as reimbursement methodology advisory support.
Research new and existing coding and healthcare regulations and laws to be shared both internally and externally.
Marketing services provided by self and cross sell services offered by others within the Firm.
Attending various healthcare association meetings and conferences as a presenter and marketer as needed.
Write articles related to coding and healthcare issues impacting providers.
Provide internal educational sessions to staff to increase awareness of coding and healthcare issues, as well as creating awareness of service offerings.
Manage client relationships with integrity by monitoring client needs and building value into the professional service.
Evaluate the cost, benefits and risks of alternative solutions to client problems or needs.
Capitalize on personal and professional experiences in order to develop business and practice lines.
Provide training and delegating duties to Associate and Sr. Associate level staff, as applicable.
Managing client billing to ensure they reflect the work performed.
Participate in community organizations and industry functions.
Who You Are
You are passionate about helping others and keeping up to date with ever-changing coding and health care regulations.
You hold a Bachelors/Associates degree in Health Information Management or related field.
You hold a credential through AHIMA and/or AAPC such as CCS-P/CPC.
You have 7+ years of experience with professional coding compliance reviews.
You have advanced knowledge of terminology, policies and practices, and billing and coding regulations of health care systems; with specific knowledge in professional coding and compliance practices.
You have the ability to communicate clearly, both verbally and in writing.
You have knowledge of various healthcare software packages and electronic health record systems (i.e. EPIC, Cerner, MEDITECH, etc.).
You have skills in networking and developing business.
You are comfortable working in a fast-paced, deadline-driven environment.
You have experience presenting to and educating providers, coders and other healthcare professionals.
You have professional services firm experience.
You have the ability to establish and maintain effective working relationships with co-workers and clients.
You can work on multiple projects and meet deadlines by setting priorities with work projects.
You are proficient with computers, Microsoft Office (Word and Excel) and using various software packages.
You can travel to client sites and conferences.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation: $105,000-$145,000
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
#LI-MB1
#LI-REMOTE
$105k-145k yearly 3d ago
IT Service Management Platform Administrator
CBIZ 4.6
Cleveland, OH job
#LI-MM2 #LI-Hybrid
Minimum Qualifications
College Degree or equivalent
6 years related experience
Expert technical knowledge
Knowledge of industry regulations
Ability to lead and coordinate the team activities of others
Ability to formulate, document and recommend new policies and procedures
Able to work in and lead a team
Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
Ability to travel as required by business and on-call availability
Essential Functions and Primary Duties
Utilizing our business process, plans, evaluates and manages the execution of assigned projects
Develops and maintains software, operating systems and hardware technology
Administers, maintains, develops and implements policies, procedures and best practices
Has expert knowledge of commonly used concepts, practices and procedures within job scope
Identify and review opportunities and implement recommendations for improvement to mitigate risk and optimize technology
Prepare formal project plans maintaining an awareness and an updated status of projects that fall within span of responsibility
Provide leadership and mentoring opportunities to staff
Preferred Qualifications
5+ years of experience administering ITSM platforms
Strong knowledge of ITSM concepts and ITIL-aligned practices
Strategic mindset with strong problem-solving skills; able to anticipate gaps, dependencies, and risks while ensuring end-to-end process coverage.
Proven ability to configure, customize, and optimize ITSM workflows and automation.
Strong skills in dashboard/report building and data analysis
Ability to manage vendor relationships and stay up to date on platform capabilities
Excellent troubleshooting, documentation, and communication skills
$63k-79k yearly est. Auto-Apply 48d ago
Sage Intacct Customer Support Senior Associate
Bakertilly 4.6
Remote job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing professional services firms in the nation?
Are you excited to connect the world of finance and accounting with technology?
If yes, consider joining Baker Tilly US, LLP (BT) as a Sage Intacct Customer Support Senior Specialist! At BT your main responsibilities will include working directly with project customers, providing support for end users, and working directly with customers, internal consultants, and external vendors for solutions. The position will involve diagnosis, troubleshooting, provisioning, and escalation for issue resolution in the Sage Intacct environment.
As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. (This position is REMOTE.)
Does this describe you?
You want to work for a leading professional services firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities
now, for tomorrow
What you will do:
Be a trusted member of the engagement team and responsible for:
Reviewing, assigning and/or taking ownership of customer support tickets daily, responding promptly to customers once reviewed
Determining a course of action upon review of case tickets
Testing possible solutions in demonstration environments
Adding internal comments to variations of potential solutions and contact customers with possible solutions
Escalating issues without immediate resolution to internal management or Sage Intacct's customer support and/or engineering
Following up regularly on outstanding tickets
Delegating certain issues to the implementation or technical services team for highly configured instances of the software
Corresponding throughout issue resolution process in a timely manner
Other duties as assigned
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
A bachelor's degree required, preferably in business administration, accounting, MIS or equivalent experience
Three (3)+ years' experience in the accounting or finance field with exposure to multiple ERP systems or in a software technical support environment working heavily with external customers, ideally in a financial or accounting software or application
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship
The compensation range for this role is $67,060 to $127,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$67.1k-127.1k yearly Auto-Apply 13d ago
Application Analyst
Bakertilly 4.6
Remote job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Due to the continued growth of our consulting practice, we are currently recruiting for Epic Application Analysts / Consultants to join our Epic Practice with the Digital Solutions Healthcare team. As a part of the Epic Practice, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our clients' most important needs. As a member of our team, you will also contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing the best people, and shaping our culture.
Our Epic Practice team members have expertise in one or more Epic applications including: EpicCare Ambulatory, Inpatient, ClinDoc, Inpatient Orders, Orders Transmittal, MyChart, Welcome, Haiku, Canto, Rover, ASAP, Bugsy, OpTime, Anesthesia, Beacon, Phoenix, Willow Inpatient, Willow Ambulatory, Willow Inventory, Beaker, Cupid, Stork, Radiant, Lumens, Wisdom, Bones, Kaleidoscope, Dorothy, Comfort, Research, HB, PB, Claims, SBO, Tapestry, Contracts Reimbursement, Grand Central, Cadence, Prelude, Cogito, Caboodle, Clarity, Reporting Workbench, Healthy Planet, ECSA, ECSM, ODBA, Hyperspace, Hyperdrive, EpicCare Link, Bridges, Pedigree, Compass Rose, Data Courier, Community Connect, Radar, Slicer Dicer.
We have been supporting Epic environments at healthcare providers across the US since 2006. What you will do:
Be a trusted member of the Epic Practice team with responsibilities including:
Demonstrate significant knowledge of Epic implementations, upgrades, and optimizations including:
Understand functionality and methodology that support successful Epic projects.
Plan, design/build, test, implement and support the needs of Epic EHR.
Participates on cross-functional teams as required to ensure integration and alignment of build, process design, and configuration of workflows.
Lead / facilitate requirements gathering and workflow analysis.
Lead or provide support during testing, training, and implementation of applications.
Identify issues with workflows and build, and develop solutions to remediate.
Provide support to business operations or clinical end-users.
Provide mentorship, training and guidance to IT members at the client site.
Serve as subject matter expert in the assigned applications.
Provide counsel on best practices to client teams.
Maintain current knowledge of any updates and improvements to relevant technology Epic applications and maintain required Epic certifications with NVTs and CEEs.
Ability to keep tasks on schedule.
Requires knowledge of clinical or business workflows in healthcare provider environment.
Requires current Epic certifications for applicable Epic applications.
Must have advanced communication skills, including good verbal and written skills.
Requires good time management with ability to multi-task and complete projects within established timelines.
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and Epic.
Qualifications
Bachelor's degree in a related field preferred. Experience in lieu of a degree may be accepted.
Five plus years of Epic implementation experience, including design, build and configuration
Epic certification required.
Must be in good standing with Epic.
Proven ability to provide consulting services remotely or onsite at client locations.
Related healthcare experience, operational or clinical, highly preferred.
Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed MS skills (Word, Excel, Sharepoint) required.
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Ability to develop tailored solution to unique problems / issues that arise.
Excellent project coordination/management skills.
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving.
For California, Colorado, New York and Washington: The compensation range for this role is $37.90 to $80.35. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$37.9-80.4 hourly Auto-Apply 60d+ ago
Tax Manager - Individual Tax (Internal Tax Team)
Bakertilly 4.6
Remote or Chicago, IL job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you a talented tax professional that specializes in US individual tax services?
Would your ideal job have no typical tax busy season?
If yes, consider joining Baker Tilly (BT) as a Tax Manager- Individual Tax Services! This is an internal position that provides US individual tax services to Baker Tilly Partners, including tax preparation, planning and consulting. This position is ideal for someone who wants to continue building their career in public accounting AND have incredible work/life balance. You won't have an intense tax busy season and most weeks are a 40 hour work week! This position can be worked from any location - fully remote work is allowed. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you work along with meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You enjoy being your client's personal advisor and collaborating with a team to provide a holistic approach to their tax services.
You seek a leadership opportunity with a well-established practice that continues to achieve tremendous growth
You want to be part of a firm invested in your success by providing the resources and support to continually sharpen your technical skills and build your career
now, for tomorrow
You prefer having a steady schedule year-round with a limited fall busy season
What you will do:
Provide compliance and consulting services to BT Partners
Perform technical review of complex individual tax returns and all supporting tax documents.
Lead multiple engagements that deliver proactive tax planning and strategic consulting.
Grow technical competence by applying technical developments to complex situations
Manage the client experience as the primary point of contact for about 75 clients
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Qualifications
Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirable
CPA or EA required
Eight (8)+ years' experience in tax return review and planning for high net worth individuals
Multi-state tax compliance experience for individuals, including understanding of composite, withholding and pass-through entity tax
Experience providing federal tax compliance and consulting services in a professional services firm
Two (2)+ years' of supervisory experience, mentoring and counseling associates preferred
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
For California, Colorado, New York and Washington: The compensation range for this role is $91,220 to $172,950. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
#LI-remote
$91.2k-173k yearly Auto-Apply 12d ago
Summer Leadership Program (Great Lakes)
Eide Bailly 4.4
Akron, OH job
Join us May 27-28, 2026 for Summer Leadership Program in Akron, OH. * Application Deadline: February 27, 2026 * Interview Dates: Rolling February 2-27, 2026 About Summer Leadership Program The Summer Leadership Program is an exciting 2-day experience that gives high achieving students like you an inside look at public accounting and the Eide Bailly experience; what it's like to work here, the services we offer, the industries we serve and more! You'll also participate in various activities that will build on your current professional skillset, giving you the competitive edge to jump-start your career in public accounting.
Activities include:
* Networking with Eide Bailly professionals and other students
* Deep dives into Assurance and Tax
* Fun, interactive team building events with Eide Bailly Staff and Partners
* Community service activity
* An inside look at upcoming internship opportunities with Eide Bailly
Selection Criteria
* Actively pursuing a degree in Accounting and have a strong interest in a career in public accounting
* Graduating May 2026 - December 2029
* Academic performance
* Interpersonal skills
* Extracurricular activities, work experience, or other involvement
* Interest in Eide Bailly's culture
Must be authorized to work in the United States now or in the future without visa sponsorship.
Who We Are
Eide Bailly is a Top 25 CPA and business advisory firm with over 50 offices in the U.S. and India. Since 1917, we've built our firm around one thing: people. We believe meaningful work starts with meaningful relationships - with our clients, our communities, and each other. That's why we focus on creating an environment where you feel supported, connected, and empowered to grow. You'll be part of a team that values authenticity, fosters trust, and provides you with the tools to thrive.
Why You'll Love Eide Bailly
* You'll belong. We foster an inclusive, supportive environment where people look out for each other. You're a valued part of the team from day one.
* You'll grow. You'll get hands-on experience with a variety of clients and industries or projects, all while working directly with experienced professionals who want you to succeed.
* You'll be supported. Whether it's your Eide Guide, Career Advisor, or a co-worker you meet at lunch, you'll always have someone available to answer questions and help you navigate your career.
* You'll have balance. Meaningful work is only one part of a meaningful life. We offer flexibility and benefits designed to support your well-being - inside and outside of work.
Please note this is not an application for employment with Eide Bailly. This application is to participate in a two-day voluntary leadership program.
#LI-CK1
$58k-76k yearly est. Auto-Apply 60d+ ago
Workplace Culture & Development Manager
Squire Patton Boggs 4.9
Cleveland, OH job
Job Title
Workplace Culture & Development Manager
Ref No.
CLE5002
Job Location
Cleveland
Work Type
Full Time
Description
Workplace Culture & Development Manager
Our Opportunity
Squire Patton Boggs is a global law firm recognized for its collaborative culture and commitment to developing people who deliver excellence for our clients. The Manager of Workplace Culture & Development (WCD) plays a vital role in advancing initiatives that strengthen engagement, connection, and professional growth across the firm. This position works closely firm leadership and teams across the business to enhance the workplace experience for our lawyers and professional staff globally.
Main duties and responsibilities
Partner with the Global Director to execute the firm's WCD strategy in alignment with organizational goals.
Develop, implement, and manage firmwide initiatives that promote engagement, leadership development, and cross-office collaboration.
Creates, plans and manages WCD-related programs and events;
Interacts with outside vendors and organizations on the facilitation of various WCD activities and projects, including assisting with conference registrations;
Gathers data, drafts responses and coordinates the submission of industry surveys and materials for client RFPs;
Works in close collaboration with the design team to ensure communications are created, edited and produced in a manner supportive of WCD initiatives;
Develops original communications used to introduce WCD themes, projects and programs to partners and employees on a global basis;
Performs in a project lead capacity, as assigned, to ensure WCD team events, initiatives and projects are successfully planned, communicated and implemented;
Manage relationships with external organizations and professional associations to support leadership and engagement initiatives.
Regular attendance and timeliness are required. This is a hybrid role. We would expect some in-office attendance for events and other projects.
Requirements
Bachelor's degree required; advanced degree or certification in Organizational Development, Human Resources, Communications, or related discipline preferred. Minimum five (5) years of progressively responsible experience in culture, engagement, or talent development, preferably within a law firm or professional services environment.
We require fluency in Microsoft Office and webinar tools and technology, excellent oral and written communication skills, attention to detail, problem solving, strategic thinking, and organizational skills.
The ideal candidate must be able to proactively manage workload, execute under tight deadlines, and work effectively in a fast-paced work environment.
The salary range for this position is $70,000 to $100,000 per year, depending on skills and experience. We offer a professional work environment with competitive compensation and comprehensive benefits.
Our Firm
Squire Patton Boggs is one of the world's strongest integrated legal practices. With over 1,500 lawyers spanning more than 40 offices across four continents, the firm is renowned for its local connections and global influence, delivering comprehensive legal services across North America, Europe, the Middle East, Asia Pacific, and Latin America.
Squire Patton Boggs is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law. This non-discrimination policy applies to all aspects of employment.
#LI-RK1 #LI-Hybrid
$70k-100k yearly 60d+ ago
Investment Consultant
CBIZ 4.6
Cleveland, OH job
#LI-OD1 #LI-Hybrid
Responsibilities
Provide technical expertise related to investment questions and issues in support of servicing clients
Establish strong relationships with vendors, record-keepers, investment managers, and custodians
Gather and maintain market intelligence related to products, services, and value propositions
Review and modify the Investment Policy based on needs of the Plan Sponsor to ensure compliance and consistency
Provide general client service and problem resolution services
Prepare agenda items and content for client meetings
Assist with the presentation of investment reviews with clients
Work with service team on investment review action items/follow ups
Perform due diligence and commentaries on investment managers
Perform investment assessment and analysis for the entry and removal of preferred fund lists
Cover asset class for preferred fund list
Assist with and complete strategic projects on a quarterly basis
Produce reports using investment software programs such as Morningstar Direct and Envestnet
Manage client requests for proposals for plan recordkeepers/vendors
Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist
Additional responsibilities as assigned
Preferred Qualifications
Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content
Qualifications
Qualifications Required
High School Diploma or GED
At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment
Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures
Possesses comprehensive knowledge of pertinent laws, regulations and professional standards
Proficient use of applicable technology
Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
Experience performing work that requires initiative and leadership skills
Series 6 license, plus any other licenses as required by law
Pursuing at least one of the following: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisory), CIMA (Certified Investment Management Analyst) or other approved credentials or those required by law
Ability to anticipate and elicit customer needs
Ability to self-learn and develop business and technical knowledge quickly
Motivated team player with demonstrated interpersonal skills
Comfortable working with quick turnaround times and deadlines
Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
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