Post job

Principal jobs at CliftonLarsonAllen - 1864 jobs

  • Tax Principal - Banking and Specialty Finance

    Cliftonlarsonallen LLP 4.4company rating

    Principal job at CliftonLarsonAllen

    **How you'll *create opportunities* in this role:*** Become part of the leadership of a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm's services to fully meet client's needs.* Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities.* Assume full responsibility for all services for clients in a book of business.* Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.* Review and approve work papers and tax returns prepared by staff.* Review and sign client deliverables.* Keep current on tax law changes.* Actively develop new business and expand services to existing clients.* Demonstrate commitment to the firm through a willingness to devote time to the practice.**What you will need:*** Bachelor's or master's in accounting, Taxation or related field* Current CPA licensure required. (JD or EA may be accepted in lieu of CPA).* 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm* Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities.* Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments.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 Minnesota is**:** $145,000 - $350,00The compensation range for this position in Illinois is: $145,000 - $300,000#LI-CD1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click 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 .CLA is currently seeking a **Financial Services** **Tax Principal or Signing Director** to join our **Minneapolis** or on of our other **Midwest** offices. The Principal/Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.**Start your inspired career** When you join CLA, you'll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. #J-18808-Ljbffr
    $70k-83k yearly est. 3d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Transit Station Delivery Principal

    Aecom 4.6company rating

    New York, NY jobs

    Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the worldâs most complex challenges and build legacies for future generations. There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world. We're one global team driven by our common purpose to deliver a better world. Join us. Job Description AECOM seeks a Transit Stations Delivery Principal in Transit Architecture to join our NY Metro Buildings + Places leadership team. This role will focus on driving the growth of professional design services related to passenger stations, state of good repair and multi-modal transportation infrastructure within NY/NJ, with occasional involvement in national projects. This position will be part of one of the largest multidisciplinary Transit design teams in the country. The ideal candidate will be an architect with deep technical knowledge of building technology and expertise in the design and delivery of innovative transit facilities, including rail, light rail, and bus rapid transit. Additionally, the candidate will nurture a local multi-disciplinary team of architects, engineers, urban strategists, and specialty sub-consultants, while also engaging with national and global experts to ensure the delivery of efficient, equitable, and inspiring transportation facilities.The candidate will be responsible for executing professional project work, contributing to winning new projects, cultivating strong client relationships within the NY Metro area, and helping to grow AECOM's portfolio of transit systems, stations and infrastructure. This position is supported by our regional operational and technical teams and reports to the NYM Director of Architecture. The candidate will also collaborate with the Global Head of Stations to leverage broader expertise and resources. Candidate will demonstrate the ability to: Manage a portfolio of clients with multiple projects, ensuring successful project execution and positive relationships Lead and mentor senior-level architects within the practice, as well as collaborate with partner and sub-consulting design firms Support business development and marketing efforts for proposals and presentations Lead and manage project teams to ensure successful project delivery, including oversight of project schedules and budgets Develop strategies, prepare proposals, assist in negotiating contracts, and execute projects in conjunction with the principal-in-Charge Provide oversight and direction for all phases of project work, ensuring adherence to the company's Quality Assurance program Build and maintain relationships with key officials of client agencies, organizations, and partner companies Bring design creativity, foresight, and mature judgment to anticipate and solve both routine and complex problems, articulate objectives, and requirements, organize project approaches, and develop and implement standards, guidelines, procedures, and protocols Deliver revenues assigned from specific clients, ensuring consistent profit margins, and avoiding write-downs or multiplier erosion Manage more complex clients and projects, often involving Risk Triggering Factors (RTF) Exercise decision-making authority in recognizing risk and uncertainty, with plans to mitigate and eliminate such risks Direct staff to minimize exposure to claims and ensure projects are completed without significant issues Work with the project Principal-in-Charge throughout all phases of the project to obtain client satisfaction and ensure financial project performance Communicate effectively with clients and project teams, including public agencies Facilitate team communication, coordination, and collaboration to support assigned projects Manage teams across business lines, in remote locations, and/or management of subcontractors Collaborate with and mentor less experienced team members and Project Managers Qualifications Minimum Requirements: BA/BS in Architecture plus ten 10 years of relevant experience or demonstrated equivalency of experience and/or education. Professional License as Architect (RA) Project management experience managing multi-discipline architectural engineering building and facilities design projects or demonstrated equivalency of experience/education Preferred Qualifications: Strong relationships with regional transit agencies Recent experience working with MTA, AMTRAK, NJT and/or LIRR, agencies Professional experience utilizing industry standard software such as Revit, AutoCAD, Bentley/ MicroStation family of BIM and 3D modeling software, MS Excel and Word Design/Build experience, DBIA certification is a plus LEED Accreditation is a plus PMP Certification is a plus Strong communication and leadership skills Additional Information * Sponsorship for US employment authorization is not available now or in the future for this position. * Relocation is not available for this position. About AECOM AECOM is proud to offer comprehensive benefits to meet the diverse needs of our employees. Depending on your employment status, AECOM benefits may include medical, dental, vision, life, AD&D, disability benefits, paid time off, leaves of absences, voluntary benefits, perks, flexible work options, well-being resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase plan. AECOM is the global infrastructure leader, committed to delivering a better world. As a trusted professional services firm powered by deep technical abilities, we solve our clients' complex challenges in water, environment, energy, transportation and buildings. Our teams partner with public- and private-sector clients to create innovative, sustainable and resilient solutions throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. AECOM is a Fortune 500 firm that had revenue of $16.1 billion in fiscal year 2024. Learn more at aecom.com. What makes AECOM a great place to work You will be part of a global team that champions your growth and career ambitions. Work on groundbreaking projects - both in your local community and on a global scale - that are transforming our industry and shaping the future. With cutting-edge technology and a network of experts, you'll have the resources to make a real impact. Our award-winning training and development programs are designed to expand your technical expertise and leadership skills, helping you build the career you've always envisioned. Here, you'll find a welcoming workplace built on respect, collaboration and community-where you have the freedom to grow in a world of opportunity. As an Equal Opportunity Employer, we believe in your potential and are here to help you achieve it. All your information will be kept confidential according to EEO guidelines.
    $124k-188k yearly est. 5d ago
  • Tech & VC PR SVP: Strategy, Growth & Leadership

    Prosek Partners 3.7company rating

    San Francisco, CA jobs

    A leading communications firm in San Francisco is seeking a Senior Vice President with extensive experience in public relations and strategic communications. This role involves acting as a trusted advisor to C-suite executives and creating integrated communications programs. The ideal candidate will have 12-20 years in PR within B2B tech or venture capital sectors. The position offers a competitive salary and a supportive team environment encouraging creative strategies. #J-18808-Ljbffr
    $174k-263k yearly est. 1d ago
  • Senior Vice President, San Francisco

    Prosek Partners 3.7company rating

    San Francisco, CA jobs

    Who is Prosek? We are entrepreneurial. Prosek is one of the largest independent communications and marketing firms in the U.S., with offices and strategic partners across the country and worldwide. We are specialized. Prosek provides unparalleled expertise with financial and professional services companies. We are people‑centric. Our teams work together in a collegial atmosphere that breeds professional respect and friendship. We are award‑winning. Join an "Army of Entrepreneurs" that was recently named 2024 PR Week Best Place to Work. Overview We're currently seeking a Senior Vice President based in San Francisco/Bay Area with a deep knowledge of the tech and venture capital landscape to join our growing team. The Senior Vice President (SVP) plays a leadership role on their accounts and at the firm, with various responsibilities as listed below. They are expected to not only demonstrate the ability to run a large book of business and support firm operations, but also help chart and the strategic direction of the firm by closely liaise with the Managing Directors and Partners. Additionally, as a leader and ambassador for the firm, a Senior Vice President should mentor and inspire the junior team members and peers. At Prosek, all members of our team are expected to be strong team players participating in brainstorms and creative strategy planning for clients and internal projects alike. Each member is encouraged to be entrepreneurial in their work, building their network with media and new business prospects and is considered the "writer of their own story" here at Prosek. We encourage "unboxed" thinking and expect clever, witty, quick ideas from each member of our company. What you'll be doing Act as a trusted advisor and senior client counsel to C‑suite level executives, demonstrating an expert understanding of the public relations craft and your client's business, business plan, industry and the competitive environment Create and present multi‑dimensional, and fully integrated strategic communications programs and campaigns Use your knowledge of the technology media landscape and your media contacts to secure effective and impactful media results for your clients Craft compelling written materials including developing company narratives and other C‑suite level communications Take a lead role in responding to crisis management situations and a strong problem‑solver Drive forward the new business process by identifying prospects, attending new business meetings and managing all elements of an RFP Oversee and guide account teams by fostering motivation, providing constructive feedback, and ensuring the delivery of high‑quality work What makes you qualified 12‑20 years of experience in public relations and strategic communications Experience working in a strategic communications agency setting Experience working with clients in B2B tech and venture capital sectors Strong interest in financial services, professional services, technology and/or B2B communications Adept in Microsoft Suite (Outlook, Excel, PowerPoint) You have an eye for detail, ensuring quality assurance for team/account deliverables What are the perks 401(k) employer match: There is no time like the present to prepare for your future! Premium healthcare plans, including medical, dental and vision coverage: Your health comes first. Generous Paid Time Off (PTO) package including birthday PTO and 6 “It's Ok” days: Enjoy life's moments. Custom career opportunities: Choose your own adventure! Our Core Values Chemistry, Collaboration and Belonging: Our collegial culture inspires people with different perspectives and backgrounds to work towards common goals as we brainstorm, plan and execute on behalf of our clients and to build our business together. Grit and Hustle: We work hard. We roll up our sleeves. We are not precious or pretentious. We do not take short cuts. Instead, we put in the work and do what it takes to get the job done. The Excitement of New Challenges: We view challenges as opportunities and embrace them. They motivate us to learn and grow so that we can be the best versions of ourselves, for our clients and each other. A Workplace with Humanity: We recognize the rigor and demand of our work. We also recognize that life inside and outside of Prosek can be stressful. We work very hard to run our business with a heavy dose of humanity and to make Prosek a safe place where people enjoy the work and each other. The anticipated salary range for this position is $175,000-$220,000. An employee's salary is determined by a range of factors including but not limited to relevant experience, qualifications, skills, seniority, geographic location, performance, and business or organizational needs. The range listed is one component of Prosek's total compensation package for employees. Other rewards may include medical, dental and vision coverage, 401(k) matching, new business commission, paid time off, and other benefits. Prosek Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. #J-18808-Ljbffr
    $175k-220k yearly 1d ago
  • Director, AI-Driven Finance Transformation for Asset Mgmt

    Cross Country Consulting 4.0company rating

    Chicago, IL jobs

    A leading consulting firm seeks a Director for their Financial Services Practice in Chicago. You will oversee asset management projects, lead client delivery, and drive business growth while managing teams. Ideal candidates have over 15 years in consulting, firm knowledge of asset management, and a willingness to work in a hybrid environment. This role offers a competitive salary range of $183,000 - $356,000 annually plus bonuses and attractive benefits. #J-18808-Ljbffr
    $183k-356k yearly 3d ago
  • Senior Vice President & General Auditor

    The Institute of Internal Auditors 4.3company rating

    Minneapolis, MN jobs

    The Federal Reserve Bank of Minneapolis (“Bank”) is a world class, mission driven organization pursuing a growing economy that works for all of us. The Bank is one of twelve Reserve Banks that, along with the Board of Governors in Washington, D.C., constitute the nation's central bank (“System”). In that capacity, the 1,200 employees of the Bank conduct groundbreaking economic research, ensure that the nation's payment system operates effectively, supervises financial institutions, takes actions to support the stability of the financial system, and supports the development of all communities in our district. The breadth of this activity creates a dynamic and engaging workplace for all employees. The Bank seeks to constantly improve its operations and earn the trust of the public that it serves. The General Auditor is central to those efforts and to maintaining the highest level of integrity at the Bank. The General Auditor is a key member of the executive leadership team and is a leader and role model for all at the Bank. The Senior Vice President and General Auditor (SVPGA) is the Bank's Chief Audit Executive, responsible for overseeing and leading the Bank's internal audit function. Reporting directly to the Audit Committee Chair of the Federal Reserve Bank of Minneapolis Board of Directors, this position has primary day-to-day leadership responsibility for all internal audit activities and ensures financial, productivity, service, and performance goals are met by the Audit department. The department provides independent, objective, assurance and consulting services to achieve reliability of financial reporting, compliance with applicable laws, safeguarding of assets, and efficiency and effectiveness of operations. The department evaluates the adequacy and effectiveness of the Bank's risk management, internal control, and governance processes. All work is conducted in accordance with the professional standards of the Institute of Internal Auditors and consistent with Federal Reserve System guidance. This position requires a highly ethical leader with strong abilities and experience in day-to-day management combined with strategic vision. The leader must build a culture of strong partnerships with key clients. In addition to overseeing these functional responsibilities, the SVPGA is a member of the Bank's Management Committee. As an active and constructive member of the Bank's Management Committee, the SVPGA will weigh in on Bank-wide policies, procedures, and work environment. Central to this role is achievement of the Bank's mission to serve the public by pursuing a growing economy and stable financial system that work for all of us. This leader will work effectively across departments in the organization with a Bank-wide and System-wide perspective and an emphasis on collaboration and consensus building. Overview of Responsibilities Audit Program Management - Develops, assesses, and continually evaluates audit policies and techniques to ensure to the maximum extent practicable, that audit scope and procedures are adequate to protect Bank assets, personnel, and custodies from exposure to loss or other irregularities. Oversees the development and implementation of the annual audit schedule that provides appropriate audit attention while following System audit risk frequency guidance and considers risks or control concerns identified by the Audit Committee and management. Communicates and coordinates activities with external review groups including the external auditor, the Board of Governors staff, and others. Analyzes and reports any significant issues related to the processes for controlling the activities of the Bank. Where appropriate, will recommend improvements to processes and controls, and identify needed management actions. Provides oversight for an anonymous complaint line. Employs a risk-based approach to the audit program. Audit Department Management Sets department direction in a manner that strategically positions it for bold leadership and skilled execution, while concurrently meeting relevant System and Bank goals. Supports management and staff by setting forth a clear vision of the department's financial, productivity, service, and quality goals. Provides consistent support to staff of all levels to achieve individual and group benchmarks. Effectively manages Audit Department activities to comply with internal auditing standards and maintain professional proficiency of staff. Works with the Assistant General Auditor to recruit, retain and foster development of staff with an appropriate mix of management, interpersonal, and technical skills. Identifies and develops staff with leadership and management potential. Provides a direct communication channel between senior management and department management. Promotes an environment where all employees feel they belong and can contribute to the Bank's work. Models and develops an organizational culture that encourages strong employee engagement and reduces barriers to productive work. Oversees the development of the function's operating budget and the presentation to the Audit Committee for approval. Identifies and acts on opportunities to improve efficiency and quality of daily operations and services. Effectively manages the Bank's relationship with the Audit Committee, ensuring effective communication of relevant information so they are able to perform their oversight responsibilities. System Responsibilities Represents the Audit Department of the Bank and may assume significant leadership positions for internal audit activities at the System level, including setting Conference of General Auditors strategic direction and leading System audit coverage, advising senior System decision makers; may lead and influence industry and professional organizations outside the System. Works effectively with peers at other Reserve Banks to coordinate and support all audit related activities conducted at the System level. Champions organizational change as needed to support Bank and System strategy and business goals. Identifies areas for additional leadership roles for the Minneapolis Fed, works across the System to bring those responsibilities to Minneapolis, and manages those new responsibilities to further the goals of the System. Influences decisions and strategic initiatives through this participation and translates relevant activities into concrete action plans for the department. Bank Management Committee/Strategic Leadership Contributes to achievement of the Bank's strategic plan, providing support to the President and others. Demonstrates leadership within the Bank in vision, presence, and stewardship. Builds connections with other Reserve Banks and the Federal Reserve Board to enhance and increase the Bank and System level responsibilities and thought leadership within the Federal Reserve System. Conducts outreach with business and industry leaders and other external stakeholders. Qualifications Bachelor's degree required and a graduate degree in related field preferred. Certified Public Accountant or professional audit related certification such as CIA, CFE, CISA, or similar is highly preferred. Ten years or more of demonstrated and relevant leadership experience in leading or sponsoring large, successful audit and/or compliance programs. Unquestionable ethics and integrity. The ability to conduct oneself, at all times, with integrity, honesty, and respect for every employee is paramount. Proven ability to think and act strategically while interacting with a diverse group of executives, managers, and professionals. Executive level business acumen and a demonstrated critical thinker with the analytical skills necessary to evaluate, organize, and direct complex development projects and programs. Demonstrated ability to deliver customer-focused services, meet critical deadlines, manage ambiguity, work across highly independent business units, and deal with difficult situations as routine. Proven ability to identify key strategic issues affecting areas of responsibility and demonstrate an understanding of their implications. Excellent interpersonal, leadership, and negotiation skills. Proven direct supervisory experience including financial responsibility. Excellent judgment when deciding which issues to resolve directly and which require senior management attention. An essential function of this position is working onsite. Bank employees work full time on-site with flexibility. For more information and to apply online, please visit our website at *************************************** #J-18808-Ljbffr
    $140k-199k yearly est. 3d ago
  • AI-Driven Advisory Partner - Transformation Leader

    Genpact 4.4company rating

    Chicago, IL jobs

    An innovative technology services company is seeking a Vice President - Advisory Partner in Chicago. This leadership role involves guiding client executives in industry-specific transformation using AI and data strategies. The ideal candidate will have significant experience in management consulting and a proven ability to influence senior stakeholders. Competitive compensation ranges from $160,000 to $200,000 annually. #J-18808-Ljbffr
    $160k-200k yearly 2d ago
  • Managing Director, Practice Head

    Glocap Search 4.3company rating

    New York, NY jobs

    Glocap is seeking Managing Director's to join our recruiting firm. You must come with a material book of business and track record in a particular area related to Glocap's overall brand and a notable track record which is in the investment management, financial services and technology sectors. For the right level and track record, we will pay a fixed compensation component, compelling commissions and there is also a partner-equity possibility as well. As a Managing Director and Practice Head your role will be to build out the practice and for a time until there is scale, engage in full 360 recruiting. As some scale is obtained, our practice heads add Associates and other professionals to their team to accelerate scaling. We also have a very robust and material referral fee program where anyone in the firm can refer practices outside their area of expertise to another Glocap recruiter for execution or co-execution. In such cases fees are shared between the referrer and the referree. Some of the areas that we have identified where we know additional practice heads could add material value expeditiously include: Real Estate investment professionals (with Glocap Search) Consulting and Corporate Development professionals (within Glocap Search) Engineering professionals (within Glocap Tech) Data science professionals (within Glocap Tech) Health care executives We are also very interested in any other practice area that works within the Glocap brand. We are in material growth mode in 2026 and want to hear from you. The fact that you could become a partner and have equity and be an actual owner is not regularly on offer at other search firms. Glocap has been around for 29 years and has operated at various points in time globally with physical offices and at present globally all from New York given the massive expansion of video discussions and interactions.
    $185k-340k yearly est. 3d ago
  • Partner - Technology Enabled Finance Transformation

    Cross Country Consulting 4.0company rating

    San Francisco, CA jobs

    From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today's challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by reading here. What You'll Lead As a Partner, you will serve as a strategic advisor and transformation leader across our client portfolio, driving enterprise-wide change within the Office of the CFO. You will shape and deliver high-impact solutions that span finance strategy, process optimization, technology enablement, and organizational design. Practice Leadership Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, fee negotiations, and budgets throughout all lifecycle phases, covering strategy, goal setting, deliverables, and maintaining an integrated project plan. Lead business development efforts and market a full range of services to prospective clients, leveraging existing relationships to generate new opportunities. Create delivery methodologies and new service offerings. Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation. Provide coaching, mentorship, and professional development opportunities for team members. Actively participate in recruiting and retention efforts to attract and retain top talent. Contribute thought leadership through case studies, white papers, and market-facing content. Develop new service offerings and delivery methodologies to meet evolving client needs. Business Development Originate and expand client relationships through strategic networking and market presence. Market a full range of services to prospective clients, leveraging existing relationships and sector expertise. Support the business development team with delivery insights and industry-specific knowledge. Foster a culture of growth and business development across the practice. Represent CrossCountry as a thought leader through speaking engagements, publications, and industry forums. Technical Delivery Own the strategic direction and execution of multi-dimensional transformation initiatives across finance and accounting functions. Collaborate directly with CFOs, Controllers, and C‑Suite stakeholders to deliver tailored solutions. Lead teams that diagnose complex business challenges and architect future‑ready solutions across Lead‑to‑Cash, Quote‑to‑Cash, and Procure‑to‑Pay processes. Design and implement scalable integration playbooks to support technology implementations and process improvement. Facilitate executive workshops, define strategic roadmaps, and accelerate time‑to‑value through agile delivery models. Leverage cutting‑edge finance technologies and data analytics to drive automation, insight, and performance. Expand client relationships by delivering exceptional outcomes and identifying cross‑selling opportunities. Inspire high‑performing teams, mentoring senior consultants and managers, and cultivating a culture of excellence and continuous growth. Identify emerging market needs, contribute to strategic planning, and support investment decisions. What You'll Bring Consistent success in building and developing strong client relationships. Proven experience in identifying new growth and shared revenue opportunities by collaborating with sales leadership to generate new business, expand existing relationships, and increase bookings. A passion for mentoring and leading teams while efficiently implementing new ideas and initiatives. 15+ years of experience in professional services, with a proven track record of delivering transformation. Deep expertise in finance transformation across strategy, process, technology, and organizational design. Exceptional executive presence and emotional intelligence, with the ability to influence senior stakeholders. Familiarity with agile delivery methodologies and design thinking principles. Bachelor's degree in Finance, Business Administration, or related field; MBA, CPA, CFA, or CSM strongly preferred. Big 4 or equivalent consulting background with a focus on CFO advisory or business transformation. For applicants located in San Francisco, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $300,000 - $650,000 per year plus annual bonus plus additional benefits. Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well‑being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: ********************************************************** Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment. #J-18808-Ljbffr
    $48k-101k yearly est. 2d ago
  • Partner - Technology Enabled Finance Transformation

    Cross Country Consulting 4.0company rating

    San Francisco, CA jobs

    From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today's challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here . By joining our rapidly growing Business Transformation practice you will serve as a trusted partner to our premier clients. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and drive value creation. As a Partner at CrossCountry Consulting, you will be responsible for a mix of client delivery, business development/account management, leading teams and developing junior team members, as well as serving as a member of CrossCountry's leadership team. What You'll Lead: As a Partner, you will serve as a strategic advisor and transformation leader across our client portfolio, driving enterprise-wide change within the Office of the CFO. You will shape and deliver high-impact solutions that span finance strategy, process optimization, technology enablement, and organizational design. Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, fee negotiations, and budgets throughout all lifecycle phases, covering strategy, goal setting, deliverables, and maintaining an integrated project plan. Lead business development efforts and market a full range of services to prospective clients, leveraging existing relationships to generate new opportunities. Create delivery methodologies and new service offerings. Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation. Provide coaching, mentorship, and professional development opportunities for team members. Actively participate in recruiting and retention efforts to attract and retain top talent. Contribute thought leadership through case studies, white papers, and market-facing content. Develop new service offerings and delivery methodologies to meet evolving client needs. Business Development: Originate and expand client relationships through strategic networking and market presence. Market a full range of services to prospective clients, leveraging existing relationships and sector expertise. Support the business development team with delivery insights and industry-specific knowledge. Foster a culture of growth and business development across the practice. Represent CrossCountry as a thought leader through speaking engagements, publications, and industry forums. Technical Delivery: Own the strategic direction and execution of multi-dimensional transformation initiatives across finance and accounting functions. Collaborate directly with CFOs, Controllers, and C-Suite stakeholders to deliver tailored solutions. Lead teams that diagnose complex business challenges and architect future-ready solutions across Lead-to-Cash, Quote-to-Cash, and Procure-to-Pay processes. Design and implement scalable integration playbooks to support technology implementations and process improvement. Facilitate executive workshops, define strategic roadmaps, and accelerate time-to-value through agile delivery models. Leverage cutting-edge finance technologies and data analytics to drive automation, insight, and performance. Expand client relationships by delivering exceptional outcomes and identifying cross-selling opportunities. Inspire high-performing teams, mentoring senior consultants and managers, and cultivating a culture of excellence and continuous growth. Identify emerging market needs, contribute to strategic planning, and support investment decisions. What You'll Bring Consistent success in building and developing strong client relationships. Proven experience in identifying new growth and shared revenue opportunities by collaborating with sales leadership to generate new business, expand existing relationships, and increase bookings. A passion for mentoring and leading teams while efficiently implementing new ideas and initiatives. 15+ years of experience in professional services, with a proven track record of delivering transformation. Deep expertise in finance transformation across strategy, process, technology, and organizational design. Exceptional executive presence and emotional intelligence, with the ability to influence senior stakeholders. Familiarity with agile delivery methodologies and design thinking principles. Bachelor's degree in Finance, Business Administration, or related field; MBA, CPA, CFA, or CSM strongly preferred. Big 4 or equivalent consulting background with a focus on CFO advisory or business transformation. For applicants located in San Francisco, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $300,000 - $550,000 per year+ annual bonus + additional benefits. #LI-CC1 #LI-Hybrid Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: ********************************************************** Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employeesand applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment. #J-18808-Ljbffr
    $48k-101k yearly est. 5d ago
  • Associate Vice President, Digital (North America) , Mekanism

    Pluscompany 4.3company rating

    San Francisco, CA jobs

    Associate Vice President (AVP), Digital Who We Are Mekanism is a full-service modern agency making unexpected ideas unstoppable through the power of Soul & Science. We partner with brands to unleash breakthrough creativity and drive impact across the entire customer journey, delivering brand building at full volume. With eight offices spanning markets throughout the US and Canada, we serve as collaborative business partners to some of the world's best North American brands, including Alaska Airlines, Jose Cuervo, Quaker, Ben & Jerry's, and Amtrak in the US, and CAMH, Koodo Mobile and Public Mobile in Canada. Named a Top 10 Most Effective Independent Agency in the US by the Effie Index, Mekanism has been profiled by The New York Times, Fast Company, and ABC's Nightline. Our campaign methodologies are studied by Harvard Business School. For more information, visit Mekanism.com. About the Role We are seeking a highly motivated and experienced Associate Vice President (AVP) North America to join our dynamic team. The Associate Vice President (AVP), Digital will be a key contributor and senior leader responsible for driving the strategy, execution, and performance of all digital media initiatives for their assigned client portfolio(s) at Mekanism Media across the US and Canada. This role represents a key progression for leaders moving into the senior ranks, focusing on building competencies required at the Vice President (VP) level. The AVP, Digital role is pivotal in driving our clients' business results by conceptualizing, selling, and ensuring flawless, market-leading execution of cutting-edge digital media strategies. The AVP will serve as a key client advisor and team mentor, ensuring our strategies are innovative, data-driven, and meticulously implemented across the full digital ecosystem. The AVP is essential to the agency's growth ambitions, supporting the structure required to make 2026 a pivotal year for the business. They will blend strategic, big-picture thinking with hands‑on operational expertise. Key Responsibilities Strategic Leadership & Client Management Lead Digital Strategy: Develop and champion comprehensive digital media strategies across all paid channels (including Display, Video, Search, and Social Media) for a portfolio of major Mekanism clients in the US and Canada. New Business Pitch Leadership: Serve as a lead strategist and presenter for new business pitches, crafting compelling, customized, and innovative digital media proposals. Client Consultation: Serve as a trusted strategic partner to senior-level clients, presenting digital strategies, performance analyses, and thought leadership with clarity and executive presence. Drive Digital Vision: Act as the agency's definitive voice on the evolving digital media landscape, contributing to thought leadership, defining and optimizing our service models, and collaborating with other agency leads to build consistency in our offering and processes. Business Growth: Identify and pursue new revenue opportunities with existing and prospective clients, contributing to the agency's overall growth targets. Excellence in Execution, Optimization & Analytics Flawless Campaign Launch: Oversee and ultimately own the precision of all campaign launches, ensuring strict adherence to media plans, technical specifications, tagging requirements, and budget pacing across all digital platforms, with a critical focus on paid social media. Technical Compliance & QA: Direct and implement robust Quality Assurance (QA) protocols for all creative assets, tracking links, ad placements, and media buys prior to activation to eliminate errors and ensure maximum data integrity. Performance Oversight & Optimization: Ensure all digital campaigns are executed flawlessly, on time, and within budget, consistently meeting and exceeding client KPIs (e.g., ROI, engagement, conversion). Lead the team in proactive, real‑time optimization efforts based on performance data. Budget Management: Maintain rigorous control over campaign spend, reconciliation processes, and forecasting to ensure 100% budget accuracy and client confidence. Data-Driven Decisions: Direct the team in utilizing advanced analytics tools to track campaign performance, derive actionable insights, and develop sophisticated attribution models. Innovation & Testing: Champion a culture of test‑and‑learn, pioneering new ad formats, targeting capabilities, and beta programs, particularly across social platforms. Team Leadership & Mentorship Team Development: Lead, mentor, and manage a team of digital specialists across the main digital media channels, instilling a commitment to execution excellence and fostering a high‑performance, collaborative environment. Cross‑Functional Collaboration: Partner effectively with creative, analytics, planning, and business leadership teams to ensure integrated, holistic campaign strategies and seamless implementation. Act as a key contributor to the business unit's success, with input and ownership on topics such as team structure, operational decisions, and team FTE management. Qualifications & Skills Embody the Mekanism Values: Believe in bold Bring your weird Practice optimism Have each other's backs Pursue what's next Give a sh*t Required Experience 8+ years of progressive experience in Digital media, with a significant focus on strategy, execution, and operations, preferably within a media or advertising agency. Demonstrated success leading strategic responses and presentations for competitive New Business Pitches. 5+ years of direct team leadership and people management experience. Proven track record of success in managing multi‑million dollar digital budgets and delivering measurable results for large, complex clients. Deep expertise in the US media market and a strong understanding of current media trends, privacy regulations, and platform governance. Essential Skills Presentation & Strategic Acumen: Exceptional ability to articulate complex strategies in a clear, compelling, and persuasive manner, especially in high‑pressure new business and client review settings. Execution Leadership: Demonstrated ability to lead complex, cross‑platform media implementations, managing technical dependencies, budgets, and deadlines with zero tolerance for error. Digital Media Expertise: Expert-level knowledge of all major social media ad platforms, DSPs, other ad platforms, including their ad operations interfaces, tracking mechanisms (e.g., pixels, APIs), and campaign setup best practices. Analytical Thinking: Exceptional ability to synthesize complex data into clear, strategic narratives and present compelling recommendations to executive stakeholders. Regarding compensation, the range below represents the low and high end of the base salary someone in this role may earn as a full‑time employee of Mekanism in the United States. Salaries will vary on the basis of various factors, including but not limited to professional and academic experience, training, associated responsibilities, and other business and organizational needs. Salary decisions are dependent on the circumstances of each hire. Salary: $150,000 - $155,000 #J-18808-Ljbffr
    $150k-155k yearly 1d ago
  • Senior Practice Communications Manager, FS Litigation

    Orrick, Herrington & Sutcliffe LLP 4.9company rating

    New York, NY jobs

    A global law firm is seeking a Senior Manager, Practice Information & Communication, based in New York or San Francisco. The role involves improving business development strategies and communication efforts within the Financial Services Litigation team. Candidates should have 8+ years of relevant experience, strong project management skills, and a proficiency in communication strategies. The position offers a competitive salary range of $200,000 - $250,000 and a comprehensive benefits package including health and wellness programs. #J-18808-Ljbffr
    $200k-250k yearly 5d ago
  • Senior Manager, Practice Information and Communication - Financial Services Litigation

    Orrick, Herrington & Sutcliffe LLP 4.9company rating

    New York, NY jobs

    Orrick currently has an excellent opportunity on our Financial Services Litigation team for a Senior Manager, Practice Information & Communication, based in our New York or San Francisco office. In this role, you will use your understanding of complex litigation and financial services/private funds ecosystem to help one of the firm's leading practices accelerate its growth. This role presents an opportunity to deploy your strong written advocacy, project management, and analytical skills to make a business impact. Be part of a diverse team of recognized leaders in their field, with a strong passion for delivering the best for our clients and competing at the highest level. Responsibilities Carefully monitor the group's matters to identify opportunities to promote results for its first chairs and team. Optimize opportunities for collaboration. Collaborate with media relations resources (internal and external) to ensure optimal media and social media coverage of our results and our team, including AmLaw Litigators of the Week recognition. Support partners in sharing content via LinkedIn. Maintain a current database of coverage to leverage for marketing collateral. Draft and maintain all marketing collateral, including partner bios - ensuring they are up to date on our story, our results and feature media coverage. Draft and maintain website content about the practice. Develop and execute a thought leadership plan, publishing the minimum effective amount to support SEO and GEO results and give partners occasional opportunities to reach out to interested clients. Support the directory submission process, ensuring we submit our best results for all appropriate rankings and taking a strategic approach to advocating for the most important upward moves. Collaborate with the communications team to submit the group and its partners for media-driven awards. Collaborate with the events team to execute on all aspects of client entertainment and events in which the group participates. Develop content to share internally as appropriate to promote collaboration. Develop a plan of action and drive weekly meetings with the Chief Practice Officer and/or Practice Leader to refresh priorities and discuss progress. The role will collaborate with the firm's Communications, Events, Business Development, Talent, Research and Practice Management teams and all of the firm's other resources to deliver all of the above in a way that is tailored to the needs of the team and the clients and markets it serves. Qualifications Bachelor's degree or equivalent experience. 8+ years of experience in business development, marketing, or communications within legal, financial services, or private funds sectors. Strong understanding of complex litigation and the financial services/private funds ecosystem. Excellent written and verbal communication skills, with experience drafting marketing materials, thought leadership, and digital content. Ability to analyze matters and identify business development opportunities to promote results, optimize collaboration, and support business growth. Proven project management abilities, including managing multiple priorities and stakeholders. Demonstrated success in building collaborative relationships across teams and with firm leadership. Experience with media relations, event planning, and supporting directory submissions and awards. Client-focused approach with a commitment to delivering results. Proficiency with social media (especially LinkedIn) and familiarity with SEO and digital marketing. High level of professionalism, discretion, and adaptability in a fast-paced environment. Who is Orrick? Orrick is a global law firm focused on delivering innovative solutions for four sectors: Technology & Innovation, Energy & Infrastructure, Finance and Life Sciences & HealthTech. Founded more than 150 years ago in San Francisco, Orrick today has offices in 25+ markets. We are recognized globally for delivering the highest-quality legal advice and for our culture of innovation and collaboration. Compensation and Benefits The expected salary range for this position is: New York City and San Francisco $200,000 - $250,000 Orrick is committed to providing a comprehensive, competitive, and thoughtful total compensation package to our attorneys and staff, wherever they work. This compensation and benefits information is based on the Orrick's estimate as of the date of publication and may be modified in the future. The level of pay within the range will depend on a variety of job-related factors that may include, but not limited to, qualifications, relevant experience or education, particular skills or expertise, geography. Other compensation may include an annual discretionary merit bonus, which would be determined by Firm and individual performance. We offer a full range of elective health benefits including medical, dental, vision and life; robust mental well-being programs; child, family, elder, and pet care benefits; short- and long-term disability and industry leading parental leave benefits, health savings account contributions (w/applicable medical plan), flexible spending accounts, and a 401K program. This role will receive compensated time off through our Flexible Time Off program, and paid holidays. Please visit ************** for more information about the firm. How to Apply If you are searching for a chance to create an impact, you have a little grit and you love working with a team, we want to talk with you. To submit your resume and cover letter for this position, please visit our Staff and Paralegal Opportunities Listings at **************/Careers. Orrick accepts applications for this position on an ongoing basis, until filled. We are an Equal Opportunity Employer. Consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. #J-18808-Ljbffr
    $200k-250k yearly 5d ago
  • Senior Practice Communications Manager, FS Litigation

    Orrick, Herrington & Sutcliffe LLP 4.9company rating

    San Francisco, CA jobs

    A global law firm is seeking a Senior Manager, Practice Information & Communication, based in New York or San Francisco. The role involves improving business development strategies and communication efforts within the Financial Services Litigation team. Candidates should have 8+ years of relevant experience, strong project management skills, and a proficiency in communication strategies. The position offers a competitive salary range of $200,000 - $250,000 and a comprehensive benefits package including health and wellness programs. #J-18808-Ljbffr
    $200k-250k yearly 5d ago
  • Senior Manager, Practice Information and Communication - Financial Services Litigation

    Orrick, Herrington & Sutcliffe LLP 4.9company rating

    San Francisco, CA jobs

    Orrick currently has an excellent opportunity on our Financial Services Litigation team for a Senior Manager, Practice Information & Communication, based in our New York or San Francisco office. In this role, you will use your understanding of complex litigation and financial services/private funds ecosystem to help one of the firm's leading practices accelerate its growth. This role presents an opportunity to deploy your strong written advocacy, project management, and analytical skills to make a business impact. Be part of a diverse team of recognized leaders in their field, with a strong passion for delivering the best for our clients and competing at the highest level. Responsibilities Carefully monitor the group's matters to identify opportunities to promote results for its first chairs and team. Optimize opportunities for collaboration. Collaborate with media relations resources (internal and external) to ensure optimal media and social media coverage of our results and our team, including AmLaw Litigators of the Week recognition. Support partners in sharing content via LinkedIn. Maintain a current database of coverage to leverage for marketing collateral. Draft and maintain all marketing collateral, including partner bios - ensuring they are up to date on our story, our results and feature media coverage. Draft and maintain website content about the practice. Develop and execute a thought leadership plan, publishing the minimum effective amount to support SEO and GEO results and give partners occasional opportunities to reach out to interested clients. Support the directory submission process, ensuring we submit our best results for all appropriate rankings and taking a strategic approach to advocating for the most important upward moves. Collaborate with the communications team to submit the group and its partners for media-driven awards. Collaborate with the events team to execute on all aspects of client entertainment and events in which the group participates. Develop content to share internally as appropriate to promote collaboration. Develop a plan of action and drive weekly meetings with the Chief Practice Officer and/or Practice Leader to refresh priorities and discuss progress. The role will collaborate with the firm's Communications, Events, Business Development, Talent, Research and Practice Management teams and all of the firm's other resources to deliver all of the above in a way that is tailored to the needs of the team and the clients and markets it serves. Qualifications Bachelor's degree or equivalent experience. 8+ years of experience in business development, marketing, or communications within legal, financial services, or private funds sectors. Strong understanding of complex litigation and the financial services/private funds ecosystem. Excellent written and verbal communication skills, with experience drafting marketing materials, thought leadership, and digital content. Ability to analyze matters and identify business development opportunities to promote results, optimize collaboration, and support business growth. Proven project management abilities, including managing multiple priorities and stakeholders. Demonstrated success in building collaborative relationships across teams and with firm leadership. Experience with media relations, event planning, and supporting directory submissions and awards. Client-focused approach with a commitment to delivering results. Proficiency with social media (especially LinkedIn) and familiarity with SEO and digital marketing. High level of professionalism, discretion, and adaptability in a fast-paced environment. Who is Orrick? Orrick is a global law firm focused on delivering innovative solutions for four sectors: Technology & Innovation, Energy & Infrastructure, Finance and Life Sciences & HealthTech. Founded more than 150 years ago in San Francisco, Orrick today has offices in 25+ markets. We are recognized globally for delivering the highest-quality legal advice and for our culture of innovation and collaboration. Compensation and Benefits The expected salary range for this position is: New York City and San Francisco $200,000 - $250,000 Orrick is committed to providing a comprehensive, competitive, and thoughtful total compensation package to our attorneys and staff, wherever they work. This compensation and benefits information is based on the Orrick's estimate as of the date of publication and may be modified in the future. The level of pay within the range will depend on a variety of job-related factors that may include, but not limited to, qualifications, relevant experience or education, particular skills or expertise, geography. Other compensation may include an annual discretionary merit bonus, which would be determined by Firm and individual performance. We offer a full range of elective health benefits including medical, dental, vision and life; robust mental well-being programs; child, family, elder, and pet care benefits; short- and long-term disability and industry leading parental leave benefits, health savings account contributions (w/applicable medical plan), flexible spending accounts, and a 401K program. This role will receive compensated time off through our Flexible Time Off program, and paid holidays. Please visit ************** for more information about the firm. How to Apply If you are searching for a chance to create an impact, you have a little grit and you love working with a team, we want to talk with you. To submit your resume and cover letter for this position, please visit our Staff and Paralegal Opportunities Listings at **************/Careers. Orrick accepts applications for this position on an ongoing basis, until filled. We are an Equal Opportunity Employer. Consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. #J-18808-Ljbffr
    $200k-250k yearly 5d ago
  • Healthcare Partner

    JW Michaels & Co 3.6company rating

    Nassau, NY jobs

    Thriving full-service Long Island firm is seeking a stellar Healthcare corporate, transactional, and regulatory Partner for their platform. The right candidate would have enough portables to be self-sustaining, plus there would be ample work on the platform to expand his/her practice. This is a high priority need for the firm, and they are offering a competitive comp structure with terrific benefits. For a no pressure, informational call, please contact Lee Mauss at *********************
    $68k-180k yearly est. 4d ago
  • Principal Consultant - Utility Return on Equity & Cost of Capital Specialist

    Concentric Energy Advisors, Inc. 3.9company rating

    Marlborough, MA jobs

    Job Title: Principal Consultant - Utility Return on Equity & Cost of Capital Specialist Hybrid - 3 days in office, 2 remote days per week 2025 Salary Range: $114,000 - $161,000 plus annual incentive compensation bonus Company Description: Concentric Energy Advisors, Inc. (******************* (“Concentric") is an employee-owned leading management consulting and financial advisory firm focused on the North American energy and utility industries. Concentric specializes in financial advisory assignments; market assessment and strategy development; ratemaking and utility regulation; litigation support; and management and operations consulting. Concentric was founded in 2002 and is headquartered in Marlborough, MA with additional offices in Washington, DC and Calgary, Alberta. We offer a highly competitive base and incentive compensation bonus package, along with a comprehensive benefits package including vacation time, 401(k) retirement plan with company matching contribution, flexible spending accounts, top notch health/dental/vision insurance programs, and tuition reimbursement, along with access to training opportunities to support professional growth objectives. In addition, we immerse our employees in a hard-working, collegial and cooperative culture with the opportunity to become a shareholder in the firm. We are looking for a Principal Consultant- Utility Return on Equity & Cost of Capital Specialist for our Marlborough, MA headquarters. Job Description The Principal Consultant, Utility Return on Equity & Cost of Capital Specialist serves a critical role working with energy and utility clients on cost of capital and corporate finance matters. This person will manage various client engagements, delegate responsibilities and ensure project timelines are met and quality client deliverables are produced. This person should have graduate coursework or related experience in economics, financial theory, and corporate finance. This person should be able to run financial modeling, and perform data analysis and research, as well as mentor junior staff in these skills. We need someone who enjoys finding solutions to challenging utility and energy problems, using innovative and creative ideas and then communicates them to our clients. This position will be located in our Marlborough, MA headquarters. Our in-office employees work a hybrid model, with flexibility to work from home two days a week. Duties & Responsibilities Manage a number of financial projects for utility clients across North America, mostly in the electric and natural gas industries. Delegate various tasks to project team members, including research, financial modeling and writing. Draft/write extensive expert reports and expert witness testimony, typically between 50-100 pages in length. Ensure that project deadlines are met and written deliverables for clients (whitepapers, reports, analyses, expert witness testimony, slide decks) are high-quality in all aspects. Provide support to management in preparing return on equity modeling and cost of capital analyses. Prepare utility rate case filings for clients and utility commission regulators across the country. Prepare financial analyses and elements of rate case filings including return on equity, cost of capital, depreciation, cost of service, and other financial measures. Prepare responses to data requests and interrogatories from regulators, clients, and attorneys. Communicate with clients regarding project timelines, progress, budgeting, and written deliverables. Utilize Excel and other quantitative software to model and analyze financial data. Qualifications Bachelor's Degree required, ideally in Finance, Accounting, Mathematics, Economics, or Energy, or other similar disciplines. MBA, Master's or other advanced degree is preferable; CFA a plus. 3-10 years' relevant experience in the economics, financial, utility, or management consulting fields. Excellent writing skills - must be comfortable writing 50-100 page reports regularly. Strong quantitative skills, research skills, and writing abilities. Advanced knowledge of quantitative and financial theory. Advanced financial modeling experience, especially within MS Excel. Strong computer skills including MS Word, PowerPoint, and Outlook. Experience using a Bloomberg terminal to research and gather financial data is a plus. Additional Information Depending on the level hired, the base salary for this role will typically fall between $114,000 to $161,000 plus an annual incentive compensation bonus. Concentric also offers opportunities to participate in equity ownership. We are looking for employees who are collegial and collaborative, enjoy working in a team environment, and have the ability to also operate independently. We need people with strong attention to detail and organizational skills, as well as the ability to prioritize your own workload, while maintaining accuracy, consistency and confidentiality. If you enjoy problem solving and analytical thinking, and have experience in the energy/utilities world, Concentric may be the place for you. We value diversity - in backgrounds and in experiences. Energy is a universal concern, and we need people from all backgrounds to help build the future of energy. Concentric's consulting team is welcoming to all walks of life. From Concentric's inception, Diversity & Inclusion have always been key to our success. We are an Equal Opportunity Employer and our employees have different strengths, experiences and backgrounds, who share a passion for the energy space. We are committed to providing equal opportunity for all employees and applicants. Concentric recruits, hires, trains, promotes, compensates and administers all employment actions without regard to race, color, religion, sex, sex stereotyping, pregnancy, gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, orientation, genetic information or any other status protected by applicable law. All of our employee's points of view are key to our success, and inclusion is everyone\'s responsibility. We encourage applicants from all backgrounds to apply. Interested candidates should apply with their resume. Writing samples, educational transcripts, cover letters and references may be requested to complete the application process. #J-18808-Ljbffr
    $114k-161k yearly 1d ago
  • Principal Consultant - Telecom

    Teecom 3.5company rating

    San Francisco, CA jobs

    TEECOM | We Make Technology Work in Buildings Do you want to launch or advance a career at the intersection of technology and the built environment? Do you want to work with exceptional engineers to solve complex problems creatively? Do you want to work with clients to take their building experiences to the next level of connectivity, safety, and wow factor? Do you want to join a company that defines the state of the art in its practice, with visionary leadership and in-house research and development? TEECOM is a $45+ million/year consulting engineering firm with an average annual growth rate of 20% over the past 26 years. We make technology work in buildings through strategic consulting, design and engineering, project management, and enterprise support. We work hard in a fast-paced, professional, remote environment that will challenge you to learn and grow. TEECOM is one of the fastest-growing companies in the San Francisco Bay Area, with additional teams in New York City, the United Kingdom, the Pacific Northwest, Southern California, and Texas. Join us and make TEECOM even better. About the Position As a senior-level engineering role, the Principal, Consultant leads large, complex projects spanning multiple disciplines. This individual works with clients, product manufacturers, contractors, other design team members, and other employees of TEECOM to take each project from start to finish with limited direction. This entails providing detailed drawings, specifications, and calculations and reporting information to the client. Projects are expected to be completed on time and on budget. This individual is expected to delegate work effectively, promote teamwork, mentor less senior staff, develop relationships with clients leading to repeat business, and collaborate with Marketing on the pursuit and interview process. This individual will also participate in the TEECOMuniversity in‑house training program, mentoring junior designers through the courses, developing new course content, and providing feedback on existing courses. Impact Represent TEECOM Values and Guiding Principles: Individual demonstrates that they CARE about clients and fellow team members, adds VALUE, and earns and builds TRUST. Deploy Technical Expertise: Individual has demonstrated expert skills in their trade and is able to succeed on their own as well as review, correct, and direct other technical staff to produce exemplary output (documents, etc.). Make Difficult Decisions: Projects are often complex, uncertain, and full of ambiguity. Individual has experience with making difficult decisions that directly impact the success of the project. Solicit Client Feedback: Positive and constructive feedback will have an impact on the project. Individual takes the time to routinely ask the client for feedback and documents and shares the feedback with the team. Develop Business: Individual has identified opportunities through relationships and networking that have or will position the firm for future work, as well as providing an excellent client experience that results in repeat work. Develop Training Content: Growth from within is essential as TEECOM scales. Individual creates, edits, and refines TEECOM's training material on a routine basis. Influence Lead by Example: Individual sets the example for the team by aligning their actions with their words. Indirect Mentorship: Individual provides indirect mentorship to anyone who asks questions or needs guidance. Direct Mentorship: Individual serves as a direct mentor to specific staff who seek mentorship to learn and enhance their soft and hard skills. Technical Expertise: Individual has a deep knowledge of their discipline that is supported by continuing education and certifications. Guide Decisions: Individual has direct influence on decisions and helps guide the decision in TEECOM's favor. Trusted Advisor: Individual has built trust among their clients and fellow team members and therefore is sought as a resource when other employees face difficult decisions and/or challenges. Knowledge Knowledge of the AEC industry and the design and construction of technology systems such as telecommunications infrastructure, cabling, audiovisual, security, acoustics, and wired and wireless networks. Delivery of system designs using an engineering approach to produce a well‑coordinated set of construction documents within the project budget. Large and complex construction projects ($500,000+ TEECOM fee) involving a multitude of disciplines with both long and fast‑track timeframes (years or months) in various industry verticals (mission critical, healthcare, workplace, transportation, higher ed, government, industrial, cultural, etc.). Expert in their specific discipline. Skills Organization: Keep track of multiple projects and client and team member requests, often on a last‑minute basis with excellent follow‑up to assure promises are kept. Documentation: Accurately and concisely capture discussions in the form of meeting notes. Document design decisions, whether made by external or internal sources. Maintain an accurate project record. Communication: Conduct business communications in an effective, professional, and concise manner, both verbally and in written formats, and in one‑on‑one, small‑group, and large‑group settings. You must read, write, speak, compute, and problem‑solve various tasks. Break down complex concepts into smaller and more digestible components that allow for a greater level of understanding by others. Teamwork: Work as a functional member of a team and successfully work with other teams and business functions to achieve positive results. Facilitate effective project team and cross‑functional interactions (Technical, Operations, BD, Marketing, etc.). Problem Solving: Approach problems using a methodical and logical method to create a workable solution. Use numbers and mathematical approaches for various tasks. Conduct research using the Internet. Software: Use software applications effectively and efficiently (G Suite, MS Office, Bluebeam, Slack, Revit, AutoCAD MEP, Navisworks, Bluebeam Studio, etc.) to communicate and deliver work products. Process Oriented: Follow processes, continually seek to make processes more efficient, enforce processes, and conduct root cause analyses that lead to the update or creation of processes. Negotiation: Practice the Win‑Win negotiation strategy to focus on TEECOM's interests. If done correctly, both parties will be satisfied with the outcome. Know your BATNA (Best Alternative To a Negotiated Agreement) before entering into a negotiation. Emotional Intelligence: Nurture, mentor, and manage staff who work in a deadline‑driven environment on projects with complex needs. These conditions can lead to stress in team members. Know how and when to apply pressure and when to nurture staff members, resulting in high levels of effective communication, team member satisfaction, motivation, and project results, and leading to a highly functional and successful team. Mentorship: Mentor the technical staff and teach them the correct processes. Come prepared to maximize the effectiveness of time spent with your team, and keep timeliness in mind so that you act immediately when the situation demands it. Management: Break down complex projects into smaller tasks, plan, schedule, budget, and mitigate risk to successfully deliver work both for clients and internally for TEECOM. Delegate tasks to the most appropriate resource that allows for the efficient execution of the work while challenging staff and allowing them to grow. Essential Duties and Responsibilities Lead fee development in the Professional Services Agreement (PSA), proposal, and interview coordination with marketing Lead fee negotiations with client Prep and attend pursuit interviews Foster client relationships and fellow design team members Ask clients about other current or upcoming projects Follow up on open pursuits Develop additional business with client Seek new business opportunities Attend client and/or industry events Attend client meetings with senior technical staff members and prepare meeting notes documenting relevant decisions and discussions Conduct client meetings and programming sessions to develop the system (telecom, security, network, audiovisual, and acoustics) parameters and design criteria Delegate mark‑ups for Revit models and AutoCAD drawings Research technical product information Delegate job site inspections to determine existing conditions and extent of progress made by contractors Design, coordinate, and engineer systems per discipline (telecom, security, network, audiovisual, acoustics, Wi‑Fi, etc.) Track decisions, budgets, and schedule for mid to large‑size projects Delegate drawings, specifications, contract documents, and design calculations Conduct and/or delegate design team coordination (architects, engineers, TEECOM team) Manage client interface between technology and facilities staff and the architects, integrators, and contractors Conduct and/or delegate the programming, design, construction, and closeout phases of each assigned project Delegate job site inspections to determine existing conditions and extent of progress made by contractors Prepare and/or delegate schedules and identify tasks required to complete each phase of the project Provide support to the team, develop tools, improve processes, and share technical knowledge Attend and contribute to internal team, discipline, and project meetings Delegate configuration and commissioning of systems to ensure 100% functionality is delivered Delegate opinions of probable construction cost (OPCC) for systems as required Perform special projects assigned by leadership related to overall management of the firm Provide periodic updates to leadership on project status, schedule issues, and financial performance Assist with recruiting efforts and the candidate experience Perform other work‑related duties as assigned Ensure timesheets/expense reports are accurate and up‑to‑date daily Achieve billed revenue target each quarter Identify, prepare, and secure authorization for Additional Services Agreements (ASA) when scope of the project deviates from the Professional Services Agreement (PSA) Meet project budgets and positively contribute to profitability Ensure that all client and design team due dates, submission dates, and completion dates are met Ensure billing reports are completed on time What Success in this Role Looks Like Established as an internal mentor and guides less senior staff Manage successful internal project team (on time, on budget, positive client feedback) Gain repeat clients Quarterly reviews are completed on schedule 5% or less of engineering change order errors Utilization equals 85% Average hours worked is between 40 and 50 hours per week Achieve goals from the Performance Plan each quarter Accounts Receivable (AR) over 90 days is less than 10% of the total AR Project stale dates are less than 3% in Vision Projects are 100% scheduled in Asana Experience Education/Degree/Major: BS in Engineering (electrical preferred) or equivalent experience Minimum of eight years of discipline (telecom/structured cabling) design for facilities construction projects Autodesk (AutoCAD, Revit) Bluebeam Studio Microsoft Office 365 Suite G Suite Certifications EIT is a plus CDT RCDD PE is a plus PMP is a plus $145,000 - $180,000 a year This compensation will vary depending on your role-related skills, experience, knowledge, and subject matter expertise. TEECOM is committed to making sure that we are the right fit for each applicant and that each applicant is the right fit for our team. As we get to know each other throughout the interview process, the compensation may vary within the stated range. TEECOM offers a comprehensive benefits package to support employees and their families, including medical, dental, and vision insurance for employees and their dependents, basic and voluntary life insurance, short‑term and long‑term disability coverage, a 401(k) plan with profit‑sharing contributions, paid parental leave, lifestyle and legal benefits, pet benefits, and performance‑based bonuses. Full‑time exempt team members also enjoy flexible time off, and all employees receive nine scheduled paid holidays. Your level will be evaluated and determined during the interview process. We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas. NOTICE TO THIRD PARTY AGENCIES: Please note that TEECOM does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, TEECOM will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, TEECOM explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of TEECOM. #J-18808-Ljbffr
    $145k-180k yearly 1d ago
  • Principal Consultant - Utility Cost of Service & Regulatory Finance Expert

    Concentric Energy Advisors, Inc. 3.9company rating

    Marlborough, MA jobs

    Concentric Energy Advisors, Inc. (****************** ) (“Concentric”) is a leading management consulting and financial advisory firm focused on the North American energy industries. Concentric specializes in financial advisory assignments; market assessment and strategy development; ratemaking and utility regulation; litigation support; and management and operations consulting. Concentric was founded in 2002 as Concentric Energy Advisors and is headquartered in Marlborough, MA, with additional offices in Washington, DC and Calgary, Alberta, Canada. Job Description: We are seeking a highly experienced Principal Consultant - Utility Cost of Service & Regulatory Finance Expert to join our team working remotely and provide our utility clients with expert level knowledge in cost of service and regulatory finance. This role is ideal for senior utility/energy executives and consulting professionals with at least 15 years of experience in utility regulatory work who are ready to take the next step in their consulting career. This individual will serve as a subject matter expert and expert witness in allocated cost of service studies, lead-lag analyses, cash working capital, and affiliate transaction rules. The ideal candidate will have a strong track record of regulatory testimony and deep expertise in utility finance and ratemaking principles. *This is a remote role, but would require frequent travel to both client sites and Concentric office locations, up to 50%. Key Responsibilities: Lead and manage client projects, responsible for hitting deadlines, staffing projects, managing project teams, staying on budget and providing service excellence in all client deliverables. Lead and conduct allocated cost of service studies for electric, gas, and water utilities. Perform lead-lag studies to determine cash working capital requirements. Analyze and advise on affiliate transaction rules, intercompany cost allocations, and compliance. Prepare and deliver expert witness testimony before state and federal regulatory commissions. Collaborate with clients to develop regulatory strategy and support rate case filings. Develop deep and long-standing relationships with utility clients, contributing to business development and revenue generation efforts. Mentor junior staff and contribute to internal knowledge development. Stay current on regulatory trends, commission rulings, and industry best practices. Qualifications: Bachelor's Degree required. An MBA, Master's Degree or PhD in Economics, Finance, Accounting, Engineering, Math or related field preferred. 15+ years of experience in utility regulation or consulting. Demonstrated experience as an expert witness in regulatory proceedings. Deep knowledge of cost allocation methodologies, ratemaking principles, and regulatory accounting. Strong analytical, writing, and presentation skills. Familiarity with regulatory environments across multiple jurisdictions is a plus. Preferred Skills: Proficiency in modeling tools (Excel, SAS, Python, or similar). Ability to communicate complex financial concepts to technical and non-technical audiences. Strong client relationship and project management skills. Additional Information: Hours: Monday-Friday 9am - 5:30pm ET Location: Remote Base Salary: $204,500 - $285,000+ plus annual incentive compensation bonus Interested candidates should apply with their resume. Writing samples, a summary of your expert witness experience or testimony samples may be requested to complete the application process. What we offer: We offer a highly competitive base salary and year-end incentive compensation bonus, along with a comprehensive benefits package which includes vacation time, personal leave time/parental leave time, 401(k) retirement plan with substantial company match, flexible spending accounts, top-tier health/dental/vision programs, Health Savings Accounts and tuition reimbursement, along with access to training opportunities to support professional growth objectives. In addition, we immerse our employees in a hard-working, collegial and cooperative culture with the opportunity to become a shareholder in our employee-owned firm, and an excellent career path focused on continual professional growth. We are looking for employees who are collegial and collaborative, enjoy working in a team environment, and have the ability to also work independently. We need people with strong attention to detail and organizational skills, as well as the ability to prioritize your own workload, while maintaining accuracy, consistency and confidentiality. If you enjoy problem solving and analytical thinking, and have experience in the energy/utilities world, Concentric may be the place for you. We value diversity - in backgrounds and in experiences. Energy is a universal concern, and we need people from all backgrounds and swaths of life to help build the future of energy. Concentric's consulting team is welcoming to all walks of life. We are an Equal Opportunity Employer and our employees have different strengths, experiences and backgrounds, al sharing a passion for the energy space. We are committed to providing equal opportunity for all employees and applicants. Concentric recruits, hires, trains, promotes, compensates and administers all employment actions without regard to race, color, religion, sex, sex stereotyping, pregnancy, gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, orientation, genetic information or any other status protected by applicable law. We encourage applicants from all backgrounds to apply. #J-18808-Ljbffr
    $97k-124k yearly est. 5d ago
  • Principal Consultant, Utility ROE & Cost of Capital

    Concentric Energy Advisors, Inc. 3.9company rating

    Marlborough, MA jobs

    A leading management consulting firm in Marlborough is seeking a Principal Consultant specializing in Utility Return on Equity & Cost of Capital. The role involves managing client engagements, producing high-quality deliverables, and requires strong financial modeling skills. Ideal candidates will have a degree in Finance or Economics, 3-10 years of related experience, and excellent writing abilities. Competitive salary with a hybrid work model offered. #J-18808-Ljbffr
    $97k-124k yearly est. 1d ago

Learn more about CliftonLarsonAllen jobs