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 37d ago
Looking for a job?
Let Zippia find it for you.
Tax Senior Manager (Remote) Posted on 11/09/2025 Be the First to Apply
CBIZ Employee Services Organization 4.6
Denver, CO jobs
Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the "About Us" section.
Base Range $150,000 - $180,000
Regarded as a Subject Matter Expert within business unit and shares knowledge
Make recommendations on internal department procedures
Recognize business opportunities for our clients and for CBIZ
Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
Understand client's Qualified Plan needs (as applicable)
Supervise, train and mentor staff; listen and communicate effectively
Work to develop responsible, trained staff by conducting performance feedback and evaluations
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Additional responsibilities as assigned
Minimum Qualifications
Bachelor's degree required
8 years experience in public accounting or related field
5 years supervisory
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on business needs
About Us
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Notice to Candidates Requiring Sponsorship
At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits
The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation
If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling ************ (toll free) or send an email to **************.
Equal Opportunity Employer
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
#J-18808-Ljbffr
$150k-180k yearly 4d ago
Sage Intacct Customer Support Senior Associate
Bakertilly 4.6
Remote
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
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 23d ago
Private Equity Performance Improvement Leader
Armanino McKenna Certified Public Accountants & Consultants 4.7
New York, NY jobs
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.
$71k-86k yearly est. Auto-Apply 15d ago
PA Technical Design Specialist - H - PT
Bakertilly 4.6
Remote
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Due to the continued growth of our Consulting practice, we are currently recruiting Technical Design Specialist with HL7 experience to join our Digital Solutions Healthcare team. As a part of Baker Tilly Consulting, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our client's most important needs. As a member of our team, you will also contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing the best people, and shaping our culture.
Baker Tilly is providing integration services to a long-standing client that provides outpatient radiology and oncology services to health systems, hospitals, and physician groups across the country. We are leading efforts to enable the sharing of orders and results via HL7 messaging between our client and its customers. We are seeking Technical Design Specialists to work collaboratively with our project managers and interface developers to onboard our client's customers to their technical environment.
Lead, manage and conduct requirements gathering sessions with health systems, hospitals, and physician groups (“Providers”) for HL7 messaging for radiology and oncology orders and results.
Document requirements and processes utilizing flowcharts, process flow diagrams, process maps, etc.
Work directly with Providers' EHR vendors, when necessary, to further define the requirements and specifications for HL7 messaging.
Analyze documents and requirements, and then translate them into specifications for the interface developers.
Communicate requirements and specifications for the HL7 messaging to the interface developers. Work collaboratively with the Providers and the interface developers to refine and validate the interface specifications.
Once an HL7 interface is developed, lead and manage the interface testing process at the Provider site. Work collaboratively with the Provider to test interfaces and validate the data being shared.
Coordinate with client technical teams to map, migrate, and integrate client data.
Validate that the interfaces align with the Providers requirements:
Provide go-live support for new interfaces
Provide training to Provider technical staff
Identify issues that arise during go-live and communicate them to Providers and interface developers
Develop and implement fixes for issues that arise either independently or in collaboration with interface developers
Report regularly to project manager and provide project updates for each Provider assigned to Technical Design Specialist.
Adhere to project processes and documentation requirements as established by the project manager. Suggest enhancement or modifications to project artifacts that would expedite or better the onboarding process for Providers.
Serve as the primary point of contact between our client and their customers throughout the onboarding process.
Qualifications
Bachelor's degree in computer science, management information systems, healthcare information management, or related field. Or experience in lieu of degree.
Minimum of five (5) plus years of related experience; previous healthcare industry and consulting experience highly preferred.
As the primary point of contact between our client and their customer, the Technical Design Specialist must possess excellent verbal and written communication skills.
Experience with project management tools such as MS Project, JIRA, Smartsheet, etc.
Project management experience/training is a plus.
Demonstrate management, analytical, organization, interpersonal, project management, skills, and highly developed Microsoft Suite skills (Word, Excel) required.
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Project experience with HL7 interface development (e.g., requirements gathering, specifications development, testing, troubleshooting, deployment)
Ability to work remotely.
$65k-88k yearly est. Auto-Apply 45d ago
Private Equity Performance Improvement Leader
Armanino McKenna Certified Public Accountants & Consultants 4.7
Los Angeles, CA jobs
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.
$61k-76k yearly est. Auto-Apply 15d ago
Industry Marketing Specialist - Manufacturing and Distribution
Eide Bailly 4.4
Fargo, ND jobs
Work Arrangement: 100% Remote A Day in the Life A typical day as an Industry Marketing Specialist might include the following: * Consults with marketing team and industry stakeholders to assist in the creation and implementation of industry marketing plans; to include both brand and lead generation activities.
* Supports and develops ideas for creative marketing campaigns with consideration of inbound and outbound marketing strategies.
* Supports campaign measurement including tracking and follow-up.
* Assists in analyzing market data to help make decisions on future strategies.
* Collaborates with Go to Market team to deliver campaigns in the industry and contributes to the needs that support services/regional groups.
* Liaises with partners and managers and team's research professional to create target lists, learn about competitors, and develop deeper understanding of target clients.
* Assists partners/managers in seeking out thought leadership speaking opportunities and coordinates logistics as needed.
* Manages sponsorships for industry and liases event logistics for industry seminars and tradeshows to appropriate team
* Heads industry webinars planning including scheduling, identifying stakeholders, content coordination, attendee tracking and communications across the industry.
* Ensures timely and accurate performance on assigned projects.
* Maintains compliance with project budgets, turnaround times, and deadlines.
Who You Are
* You have a bachelor's degree in marketing, communications, business or a related field required; or equivalent experience
* You have a minimum of 5+ years of business-to-business marketing experience, preferably in a professional services firm and or experience in Manufacturing and Distribution
* You have excellent interpersonal and client service skills.
* You have strong organizational/follow-up skills and attention to detail.
* You have knowledge and understanding of key marketing principles, concepts, tactics and the functional roles within the marketing team.
* 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 can use various software packages, such as Microsoft Dynamics CRM
* You have strong communication skills, both written and verbal.
* You have a ream-focused mindset, with the ability to build rapport and relationships with colleagues.
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
$60,000-$85,000
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-KM1
#LI-REMOTE
$60k-85k yearly Auto-Apply 6d ago
Client & Practice Solutions Manager - Remote Eligible
Eide Bailly 4.4
Fargo, ND jobs
Work Arrangement: Remote, In-office or Hybrid Typical Day in the Life We are currently seeking a Client & Practice Solutions Manager on the R&D Tax Credits & Incentives team at Eide Bailly. As a Client & Practice Solutions Manager on the team, you will support our R&D tax professionals through client engagement, providing technical training to our team members, supporting AI integration, and practice management activities to enhance the client and team member experience.
A typical day as a Client & Practice Solutions Manager on the R&D Tax Credits & Incentives team might include the following:
* Supporting the management team through designated client engagement activities.
* Leading initiatives with AI integration.
* Growing the practice through coordination on marketing and business development initiatives.
* Assisting with the design and implementation of process improvements and workflow management with on and offshore resources.
* Supporting the partner team through operational initiatives including business development pipeline, billing, and financial statement analysis and tracking.
* Assisting with service line extensions and secondary product offerings.
* Aiding in the technical training of our team members.
* Assist with the development and implementation of best practices within the R&D Tax Credits & Incentives practice.
Who You Are
* You have the ability to interact and communicate effectively, clearly in writing and verbally, to all levels at an organization, including those in the C-suite.
* You can work on multiple projects and meet deadlines by setting priorities and communicating effectively.
* You have the desire to serve others to ensure a successful experience for the team and our clients
* You are organized and can work independently with minimal supervision.
* You have strong problem-solving skills, and the ability to identify the source of a problem and create and test solutions.
* You have strong computer skills and are proficient in Microsoft Word, Excel and Outlook.
* You have at least 5 years of R&D Tax experience.
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: $60,000-$85,000
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
$60k-85k yearly Auto-Apply 6d ago
Family Office Manager, Outsourcing
Armanino 4.7
Dallas, TX jobs
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.
Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
We're seeking a Family Office Manager to join our Family Office team within Mid Market Outsourcing. This role provides the opportunity to manage a portfolio of family office and private client clients, including multiple entities, alternative investments, complex equity structures, and trust accounting. You'll guide staff, develop client relationships, and oversee high-quality financial reporting.
Job Responsibilities
Plan, direct, and coordinate with staff for timely and accurate monthly finance and accounting services for family office clients.
Provide technical expertise in US GAAP, multi-entity accounting, investment and fund accounting, alternative investments, and trust accounting.
Oversee financial statement preparation and review, including consolidated reporting and supporting schedules for multiple entities.
Liaison with external auditors, internal advisors, and client decision-makers.
Lead client onboarding and transition, including process setup, allocation of resources, and staff training.
Foster proactive relationships with clients and internal teams to ensure accurate and timely financial reporting.
Coach and mentor staff consultants and senior consultants, supporting their technical and professional growth.
Participate in business development efforts, including prospect meetings, pricing, and drafting engagement letters.
Lead or participate in accounting software implementations and integrations (Sage Intacct preferred).
Requirements
Bachelor's degree in Accounting, Finance, or related field, or equivalent experience.
Minimum 5 years of experience in accounting and finance, including GL, AP, AR, payroll, budgeting/forecasting, and reconciliations.
Experience managing accounting for multiple entities (10-50+) and/or investment portfolios.
Knowledge of equity and capital account management and alternative investments.
Strong analytical and accounting skills.
Excellent verbal and written communication skills; able to explain complex financial information clearly to clients and internal stakeholders.
Proficiency with multiple accounting systems (Sage Intacct, QuickBooks, NetSuite, Xero) and MS Office (Word, Excel, PowerPoint, Outlook).
Ability to prioritize, work independently, and meet deadlines in a client-focused environment.
Flexibility to work from home while collaborating in person half the time.
Preferred Qualifications
CPA or CMA license.
Proven experience managing family office, private client, fund administration, or multi-entity accounting teams.
Experience implementing, improving, or scaling accounting systems and processes.
Strong leadership, client management, and business development skills.
Knowledge of trust accounting.
"Armanino" is the brand name under which Armanino 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 is a licensed independent CPA firm that provides 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.
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.
$51k-64k yearly est. Auto-Apply 3d ago
Application Analyst
Bakertilly 4.6
Remote
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Due to the continued growth of our consulting practice, we are currently recruiting 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.
Work Arrangement: Remote, Hybrid, or In-office A Day in the Life A typical day as a Wealth Transition Services Senior Manager might include the following: * Reviewing United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and state level estate tax returns.
* Working with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes.
* Interpreting and reviewing various legal documents (Wills, Trusts, and other instruments) in relation to estate and business succession planning (specifically estate tax considerations and the allocation of GST exemption and reporting considerations).
* Technical research on estate, gift and GST tax for internal clients.
* Assisting clients with high net worth or ultra-high net worth.
* Looking at the tax situation of the individual and their estate 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.
Who You Are
* You have a Bachelor's degree in Accounting and an active CPA license or JD/L.LM. (taxation)
* You have 7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field.
* You have expertise in estate and GST tax (interpretation and advisement on estate tax and GST provisions in estate planning documents)
* You have significant experience in preparing and reviewing Federal and State level estate tax returns.
* You have knowledge and expertise in various allocation rules for GST exemption, late allocations, and reporting considerations for transferors.
* You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services 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.
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: $125,000-$200,000
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
$125k-200k yearly Auto-Apply 6d ago
Internal Audit & Risk Advisory Manager
Bakertilly 4.6
Remote
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing consulting and accounting firms in the country?
Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of risk and advisory?
If yes, consider joining Baker Tilly (BT) as an Internal Audit & Risk Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, and IT best practices.
As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
Does this describe you?
•You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of internal control over financial reporting, internal audit, compliance, enterprise risk management, and governance.
• You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded
•You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together
•You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow
What you will do:
• Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business processes and systems.
o Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement
o Perform detailed materiality analysis, scoping, risk assessment, and other engagement planning and management tasks required to guide engagement team execution.
o Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives
o Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks
o Assess, manage and optimize business risk across a wide range of areas, including operational audit and SOX compliance
o Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients
o Draft comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies
o Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service
o Facilitate professional and effective presentations to internal and external audiences
o Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities
•Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
•Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
•Invest in your professional development individually and through participation in firm wide learning and development programs
•Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
•Enjoy friendships, social activities and team outings that encourage a work-life balance
• Actively participates in professional organizations, client functions, events, and lunches & conducts presentations and seminars.
Successful candidates will have:
• Bachelor's degree in accounting, finance or a related program
• CPA or CIA designation(s) required
• 5+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls
• Experience as a client serving professional for a public accounting or consulting firm desired
• Experience serving clients with the following industries; technology, manufacturing, distribution, energy and natural resources
• Excellent analytical, technical and problem solving skills, with strong attention to detail
• Exceptional verbal and written communication, collaboration, and time management skills
The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$116.7k-221.3k yearly Auto-Apply 60d+ ago
Payroll Specialist #16758285
Cherry Bekaert 4.6
Fairfax, VA jobs
Senior Payroll Specialist (Remote / DMV based candidates)
Our client is a national organization is seeking a Senior Payroll Specialist to support and stabilize its payroll function.
This is a fully remote (DMV based candidates only) role with strong leadership support, excellent benefits, and long-term stability. The organization values professionalism, accuracy, and clear communication and is looking for someone who can be a trusted owner of payroll operations.
The Role
Own day-to-day payroll processing for a multi-state employee population
Ensure payroll accuracy, compliance, and timely execution
Partner closely with HR and Accounting leadership
Serve as the primary point of contact for payroll-related questions
Contribute to process improvement and documentation as needed
What They're Looking For
Hands-on payroll experience in a multi-state environment
Experience with a major payroll platform (ADP preferred)
Strong attention to detail and confidentiality
Professional communication style and steady execution
Payroll certifications and advanced systems experience are a plus but not required.
Why This Role Stands Out
Fully remote with minimal travel (a few times per year)
Highly stable organization with strong employee tenure
Supportive HR leadership and realistic expectations
Excellent benefits and work-life balance
Apply now or kindly email your resume to: ********************** for immediate consideration
$43k-56k yearly est. Easy Apply 41d ago
Transfer Pricing Senior Manager - Remote Eligible
Eide Bailly 4.4
Fargo, ND jobs
Work Arrangement: Remote, In-office or Hybrid A Day in the Life As a Transfer Pricing Senior Manager, you will play a critical leadership role in shaping and leading Eide Bailly's Transfer Pricing practice, as well as ensuring exceptional client service. Reporting to the Transfer Pricing Partner, you will oversee the full lifecycle of transfer pricing engagements-from initial scoping and technical analysis through delivery and client communication. You will lead cross-functional collaboration to design and implement transfer pricing policies and processes that meet global compliance standards and support clients' strategic needs.
* Leadership of the practice's client delivery process, through comprehensive technical reviews of transfer pricing projects, ensuring accuracy and consistency in data analysis, calculations, and supporting documentation.
* Overseeing end‑to‑end project execution, including financial and economic modeling, empirical analyses, and final deliverables.
* Managing client relationships and expectations by coordinating deadlines, proactively communicating updates, and ensuring all internal and external stakeholders are aligned.
* Collaborating with global tax and audit colleagues to integrate transfer pricing insights into broader client service offerings.
* Supporting clients through controversy matters by guiding teams, preparing technical analysis, and developing strategic responses.
* Building and deepening relationships with internal client relationship executives, business development leaders, and industry teams to expand project opportunities.
* Leveraging professional experience and networks to identify new business prospects and drive practice growth.
* Providing leadership to the team through mentoring, talent development, and recruitment to strengthen the transfer pricing practice.
* Developing and delivering technical training for internal teams and external clients, with a focus on emerging transfer pricing issues and regulatory developments.
* Authoring thought leadership materials to elevate the firm's market presence.
* Representing the firm at professional associations, industry events, and external forums.
Who You Are
* You hold a Bachelor's degree (Master's degree preferred) in accounting, finance, economics, business, or a related field.
* You have 7+ years of transfer pricing experience with demonstrated leadership responsibilities.
* You have the technical expertise to work with internal and external stakeholders to scope and deliver complex transfer pricing engagements.
* You have experience in complex transfer pricing engagements, including policy design, operational implementation, audit defense, and due diligence reviews, among others.
* You have a strong quantitative background and are comfortable with working with financial data to prepare and review valuations and other transfer pricing calculations.
* You ask questions and provide input that demonstrate your investment in your own professional development as well as the success of the practice and the firm.
* You thrive in a fast‑paced environment and can adapt to shifting priorities.
* You are an excellent communicator-clear, confident, and client‑focused.
* You excel in team environments and collaborate effectively with colleagues at all organizational levels.
* You are a self‑motivated, detail‑oriented professional who takes ownership of projects from start to finish.
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: $150,000-$200,000
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
$150k-200k yearly Auto-Apply 6d ago
Transaction Advisory Services Senior Associate
CBIZ 4.6
Denver, CO jobs
#LI-DNI
Responsibilities
About the Practice
CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments.
Our practice has experienced tremendous growth in recent years - more than doubling in size in just the past two years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different:
Team members can work remotely/virtually from anywhere in the U.S.
You will develop collaborative, lasting professional and personal relationships with clients regardless of your level.
You will receive meaningful support from firm leadership for substantial professional development. There will be variety in the clients that you work with and the deals that you work on.
We offer market-leading compensation and a consistent track record of maximum bonus payout.
Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide a significant opportunity to accelerate your career trajectory.
Our unique approach to practice management offers opportunities for autonomy and consistency in schedule from week-to-week - allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal.
We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being.
When times get tough, we get tougher - and we stand by our people. We had 100% personnel retention during the pandemic - and we paid out full bonuses to our team members.
While we want our people to stay with our firm for their entire careers, we are also realistic. We are committed to advancing your professional skills and career opportunities wherever they may lead.
If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team.
About the Role
Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations and deal structuring alternatives.
Essential Functions & Primary Duties
Provide technical and advisory financial and accounting due diligence services to private equity clients and companies.
Perform complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks.
Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts.
Preferred Qualifications
CPA (or meets the criteria to sit for the CPA exam) and knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
Master's degree in accounting or MBA (with an accounting undergraduate degree)
A preferred minimum of 2 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience
Team player with exceptional verbal and written communication skills
Advanced MS Excel skills and strong working knowledge of other MS Office applications
Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential
Possess an uncommon drive and entrepreneurial spirit
Qualifications
Minimum Qualifications
Bachelor's degree required
3 years of experience in related field
Must be able to work in a team environment
Presentation skills mandatory
Must possess analytical skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
Must be able to travel based on client and business needs
$63k-74k yearly est. Auto-Apply 60d+ ago
Workday Adaptive Presales Solution Architect
Armanino McKenna Certified Public Accountants & Consultants 4.7
New York, NY jobs
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Job Responsibilities:
* Understand client needs, demonstrate product capabilities, scope services, design and propose delivery options, address objections, and develop proposals and contracts.
* Develop and maintain relationships with software partner sellers.
* Communicate proactively in a fast-paced environment, selling Armanino Services for Workday Adaptive Planning.
* Build relationships by crafting solutions and showcasing Armanino's unique capabilities. Develop and enhance packaged service offerings.
* Demonstrate a track record of success in selling professional services solutions, whether the buyer lacks budgeting software or seeks to replace existing tools.
* Build and convey compelling business cases to buyers and influencers at multiple levels, including CEO and Board-level.
* Manage all aspects of sales for services-only opportunities, from demonstrations and scoping to proposal writing and contract negotiations.
* Continuously build and maintain a robust pipeline of opportunities.
* Actively participate in marketing initiatives to generate leads, including webinars, trade shows, and industry events.
* Stay updated on software updates, relevant partner solutions, and industry trends through webinars, blog postings, and relationships with industry experts.
Requirements:
* BA/BS in a business-related field or equivalent work experience. MBA in Finance is a plus.
* Minimum 5 years of experience with Workday Adaptive
* Minimum 2 years' experience selling professional services.
* Direct sales experience, including quotas, transaction volume, and managing sales activities (calls, demos, meetings, etc.).
* Proven track record of exceeding sales objectives.
* Strong communicator with presentation skills and the ability to present technical information to non-technical groups.
* Flexibility to work from home while collaborating in person half the time.
Preferred Qualifications:
* Experience in planning & budgeting process to industries including Technology, Professional and Business Services such as Construction, Manufacturing, Family Office, and Financial Services.
* Experience with pricing and document automation tools.
"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: $136,100-185,600. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $149,800-204,100. For Northern California residents, the compensation range for this position: $156,600-213,300. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Armanino has a robust offering of benefits, including:
* Medical, dental, vision
* Generous PTO plan and paid sick time
* Flexible work arrangements
* 401K with Profit Sharing
* Wellness program
* Generous parental leave
* 11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Work Arrangement: In-office, hybrid, or remote with the ability to come into an Eide Bailly office as needed Typical Day in the Life In this role, you will lead healthcare financial projects, including Medicare and Medicaid cost report services for a variety of healthcare facilities, while also supporting other reimbursement initiatives as needed. You'll play an active role in developing a strong team that is dedicated to delivering exceptional client service and driving meaningful results for both our clients and Eide Bailly. A typical day as a Healthcare Reimbursement Manager might include the following:
* Overseeing cost report preparation and reimbursement engagements to ensure objectives are met, including supporting staff development, addressing client needs, and maintaining engagement profitability.
* Creating meaningful outcomes by outlining engagement objectives, delivering findings, and providing actionable recommendations to clients.
* Managing client relationships with integrity, identifying needs and creating value driven solutions.
* Driving growth by participating in staff development, contributing to business development efforts, and expanding market reach.
* Collaborating with leadership to develop innovative services and strategies for the reimbursement practice.
* Staying ahead of evolving healthcare rules and regulations, providing clients with trusted insights.
Who You Are
* You have a Bachelors degree, preferably in Accounting (CPA preferred but not required).
* You have 7-10 years of Healthcare Reimbursement experience.
* You have extensive knowledge of third-party reimbursement and payment methodologies within the healthcare industry.
* You thrive working independently and excel at balancing multiple projects.
* You're a clear and confident communicator, both written and verbal.
* You have strong relationship-building skills, earning trust from both clients and colleagues.
* You're tech-savvy with Microsoft Office (Excel pivot tables and formulas are second nature), and you're quick to adapt to new software tools.
* You're results-driven, detail-oriented, and consistently deliver on deadlines.
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: $95,000-$135,000
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
$95k-135k yearly Auto-Apply 6d ago
Data Analyst Intern (Remote)
Eide Bailly 4.4
Fargo, ND jobs
Seeking candidates for a Data Analyst Intern role. This position is designed for individuals with minimal experience, offering hands-on exposure to foundational data and analytics tasks. This is an opportunity to work on real-world business solutions leveraging modern and widespread technologies, cloud platforms, and development processes.
* Location: Remote
* Hours: Part-time / Full-time
* Season: March - August
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 Working Here
* 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.
* You'll have fun. Yes, we're accountants and business advisors - but we also like to celebrate, connect, and have a good time. Office events, volunteer opportunities, and casual team activities are all part of the experience.
Typical Day in the Life
A typical day in the life of a data analyst intern may include:
* Create and maintain basic documentation for data models, processes, and reference materials.
* Develop simple training materials for internal teams.
* Conduct research on data tools and summarize findings.
* Assist with basic data validation and testing against defined use cases.
* Development and maintenance of dashboards (e.g., Power BI) under supervision.
* Help track tasks and progress using resource management platforms.
* Assist in creating first-level support guides and onboarding materials.
* Help produce short training content for process understanding.
* Draft and submit access requests for staff.
* Perform approved configuration and access changes.
* Test user roles for appropriate accessibility and governance.
* Report inappropriate access configurations.
* Work with senior team members and business staff on scoped projects.
* Participate in team meetings and solution discussions.
Who You Are
* Pursuing a degree in Data Analytics, Computer Science, Information Systems, MIS, or a related field.
* Interested in technology-oriented problem solving, data analysis, and artificial intelligence.
* Able to work independently or as part of a team.
* Willing to learn and take direction from senior staff.
* Authorized to work in the United States (no visa sponsorship available).
Must be authorized to work in the United States now and in the future without the requirement of sponsorship.
What to Expect Next
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 check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
Interns
We are excited to share that intern positions across our firm are paid between $23.00-$31.00/hour and are eligible for overtime. If you are offered an intern position with Eide Bailly, your pay rate will be determined based on factors such as geographic location, skills, education and/or experience. Interns are eligible for health insurance and 401(k) Profit Sharing.
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-RS1
$23-31 hourly Auto-Apply 6d ago
Workday Consultant (HCM Core & Compensation)
Armanino McKenna Certified Public Accountants & Consultants 4.7
New York, NY jobs
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 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.
In 2022, Armanino proudly expanded its capabilities by launching its Workday Consulting Group. This new practice enables us to offer specialized Workday deployment and support services, enhancing our ability to deliver comprehensive solutions for Human Capital Management, Payroll, and Financials. This strategic move underscores our commitment to leveraging leading cloud technologies to help our clients streamline operations and achieve scalable growth.
We are looking for an experienced and client-focused Workday Consultant to join our team. As a key member of the team, you will have an opportunity to wear multiple hats and help shape the vision for our Workday HCM Practice. You will be responsible for implementing Workday solutions, working directly with clients, and providing expertise in Workday functionality. Your consulting experience, in-depth knowledge of Workday, and client relationship management skills will contribute to the success of our projects. The ideal candidate has an entrepreneurial spirit with positive energy to drive results, a growth mindset, and focus on innovation.
Job Responsibilities
* Collaborate with clients to understand their business requirements and translate them into effective Workday HCM and Compensation solutions.
* Configure and deploy Workday functionality and modules
* Lead workshops to gather business requirements, process flows, and define system design documentation.
* Conduct fit-gap analysis to identify personalization areas and develop solutions to address client-specific requirements.
* Advise clients on best practices for Workday implementation and provide recommendations for system optimization.
* Design and build Workday reports, dashboards, and analytics to meet client reporting needs.
* Support client and data conversion teams in converting legacy data into Workday.
* Support integration teams when it comes to mapping and testing integrations between Workday and other systems.
* Assist in defining testing strategies, creating test scripts, and conducting system testing.
* Provide end-user training on Workday functionality and help with change management.
* Troubleshoot and resolve issues during the implementation and post-implementation phases.
* Stay updated on the latest Workday releases, features, and functionality, and share knowledge with the team.
* Contribute to the continuous improvement of internal processes, tools, and methodologies.
* Assist in pre-sales activities, including participating in demos, proposals, and client presentations.
Requirements
* Workday HCM Core and Compensation and either Talent or Advance Comp certifications
* 2 years of experience as a Workday consultant, with a proven record of Workday Compensation implementations (2+ full lifecycle projects as a Compensation Lead/Co-lead)
* Workday Compensation and HCM configuration proficiency with measurable outcomes, including quantifiable hands-on experience with all phases of Initial/Phase X/AMS deployments,
* Ability to efficiently and effectively collaborate with cross-functional teams to ensure seamless implementations in the areas of data conversion, integrations, reporting, etc.
* Consulting background or experience working for a consulting firm, or in a client-facing role.
* Strong analytical and problem-solving skills to understand complex business processes and translate them into Workday solutions.
* Knowledge of Workday security, including role-based/user-based permissions.
* Ability to work collaboratively in a team environment and effectively manage client relationships and individual assignments.
* Ability to travel to client sites 50% of the time
* Flexibility to work from home while collaborating in person half the time.
"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: $74,500-$101,500. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $81,900-$111,600. For Northern California residents, the compensation range for this position: $85,700-$116,800. 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.
$85.7k-116.8k yearly Auto-Apply 15d ago
Integration Manager
Bakertilly 4.6
Remote
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Due to the continued growth of our Consulting practice, we are currently recruiting for a Healthcare IT Integration Manager to join our 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.
Lead functional and solution design aligning business objectives with technology implementation
Manage IT transformation projects in the healthcare provider industry which include clinical and business process changes and technology implementation over the entire lifecycle of a project
Developing, monitoring and managing the implementation plan, schedule and budget to provide a complete picture of project progress at all times
Ensuring daily activities undertaken on the project are in accordance with the approved project plan
Ensuring that the project produces the required deliverables on time, and at the necessary level of quality
Ensuring that all required resources are assigned to the project and clearly tasked
Managing assigned resources according to the defined scope of the project
Identify project risks and communicate with appropriately with project stakeholders to avoid and mitigate potential issues
Managing project interdependencies
Act as the liaison among the executive committee members, stakeholders, and development team
Manage third party vendor relationships to resource specific development needs
Build project approach and proposals for Healthcare IT Consulting team
Assist in the identification and pursuit of a systems integrator product development and Baker Tilly digital solution development opportunities
Qualifications
Bachelor's degree in computer science, management information systems, or related field. Experience in lieu of a degree may be accepted.
Minimum of five (5) years of related experience; previous related industry and consulting experience highly preferred
Experience with configuration management, integration, data conversion, SQL scripting, relational database design, report authoring, business rules development, analytical software development
Experience managing healthcare IT projects related to EHR systems such as Epic, Cerner, Meditech, and/or Altera.
Experience managing integration and interoperability projects in healthcare provider industry.
Demonstrated management, analytical, organization, interpersonal, project management, communication 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
Ability to decompose scope into detailed activities and deliverables, then conduct work package handoff to delivery resources from Baker Tilly, client team, and third party vendors
Project experience with full lifecycle application development (e.g. requirements gathering, use case development, system analysis and design, integration, testing, deployment)
Excellent project management skills with proven success leading projects, 3rd party vendors and clients
Ability to travel as needed and work outside of core business hours for client engagements
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.