CohnReznick jobs in Charlotte, NC

- 420 jobs

Learning & Development Manager (Advisory)
Cohnreznick 4.7
Cohnreznick job in Charlotte, NC
As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for a Learning & Development Manager to join the People & Culture team in our Advisory practice. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings. YOUR TEAM. Reporting directly to the National L&D Director, this position will focus on building an interactive, best-in-class Advisory curriculum supporting the growth of our people Firm, and client service excellence. This curriculum will differentiate us in the marketplace contributing to the attraction, engagement and retention of high performing professionals and our reputation to provide world-class client service resulting in profitable growth. Immediate needs include designing technical learning pathways and establishing extended learning toolkits for U.S. and global employees. The ideal candidate will be instrumental in the enhancement of existing programs and new curriculum design for the advancement of the firm's continuous learning approach for U.S. and global offices. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities Include But Not Limited To * Lead the end-to-end planning, execution, and delivery of the Advisory learning pathways, with primary focus on technical learning. This includes needs analysis and design with SMEs, budgeting, scheduling, program logistics, evaluation, and ensuring alignment with business objectives. * Design engaging, outcomes-based learning experiences across modalities (e.g., in-person, virtual, self-paced) tailored to consulting professionals. * Map consulting competency frameworks (e.g., communication, problem-solving, industry knowledge) to formal and informal learning interventions and create gap analyses by role or level * Assess complex learning needs, synthesize input from multiple stakeholders, and develop creative, business-aligned solutions using specific learning objectives and outcomes. * Understand the consulting/advisory environment-client service, billability, project cycles, industry specialization-and align L&D to real-world challenges. * Proactively consult and collaborate with Practice Leaders, People and Culture and other stakeholders to identify learning needs and develop solutions. * Partner with Practice Leaders and Subject Matter Experts (SMEs) to build a Firm-wide Advisory curriculum using a blend of knowledge-based and skills-based learning outcome to co-create and champion learning initiatives * Use learning metrics, feedback, and business KPIs to evaluate program impact and continuously refine the learning strategy, identify and implement modifications as needed based on outcomes; evaluate teaching and learning by comparing desired and actual learning outcomes. * Lead sessions when appropriate, train facilitators, and provide developmentally focused coaching to rising professionals in a high-performance culture. * Perform ongoing internal and external research and benchmarking to identify and implement best practices. * Advise on CPE policy application for Advisory programs. * Responsible for the project management and communication of all Advisory programs. * Partner with operations to implement a conference-event management approach for all Advisory programs elevating the learning experience. * Proactively manage vendor relationships for Advisory programs resulting in mindful expenditure and clear ROI. * Manage and implement special projects/initiatives to enhance Learning and Development operations and efforts. * Assist with Firm projects as assigned. Your Experience. The successful candidate will have: * Bachelor's degree required in Human Resources, instructional design, or business-related field. * Minimum of 5-7 years' progressive learning and development experience. * Deep understanding of how competencies drive performance, talent decisions, and development; able to design learning that maps to specific skill expectations. * Proven expertise in instructional design, including needs assessment, program design and development, and evaluation. In-depth knowledge of learning strategic issues and challenges. * Intermediate to advanced project management skills, with a proven ability to manage multiple and complex L&D projects. * Ability to maintain confidentiality and build, establish and maintain trust and credibility. * Demonstrated ability to work effectively with individuals at director and partner levels, fostering strong professional relationships. * Ability and willingness to travel to multiple office and/or conference center locations across the United States * Advanced competency in Microsoft Office Suite (especially Excel and PowerPoint) and with learning management systems (LMS). Preferred Qualifications * Master's degree in HR, Organization Design, or Instructional Systems Development. * ATD, HRCI, or SHRM designation. * Learning or HR experience in a professional services industry * Familiarity with the Advisory practice arena of a public accounting firm. * Experience using PowerBi or Tableau to analyze and visualize program effectiveness. Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. "CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #GD #IND123
$82k-103k yearly est. 1d ago
Audit Winter 2027 Internship - Charlotte, NC
Cohnreznick 4.7
Cohnreznick job in Charlotte, NC
As CohnReznick grows, so do our exceptional career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity in our Charlotte office for Winter 2027. We are looking for Audit Winter Interns to join our team from January to March* 2027. * End date varies by office/team CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week. YOUR TEAM. * Engagement Team: You will work closely on a team made up of other Interns, Associates, Senior Associates, Managers, Senior Managers, and Partners * Industries: We serve a variety of clients across industries, including: Consumer & Industrial, Financial Sponsors & Financial Services, Life Sciences & Healthcare, Public Sector, Real Estate, Renewable Energy, Technology & Media, and Private Client Services (varies by office) * Office: Our CohnReznick office comes with amenities and collaborative spaces. * Performance Coach: Will meet with you to establish goals, provide feedback and support to guide you along your career path of choice; many of our current Senior Managers and Partners were once CR Associates themselves. * CR Friend: Will serve as a familiar face when you join the firm and someone you can always reach out to WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. As an Audit Winter Intern, you will be responsible for becoming familiar with accounting and auditing procedures and performing procedures in accordance with firm standards in an accurate, thorough, and timely manner. Responsibilities Include But Not Limited To * Work all aspects of an audit engagement including cash, bank reconciliations, accounts payable, searching for unrecorded liabilities, maintaining confirmation logs and preparing audit work papers. * Assist with audits, reviews, compilations, and accounting services. * Take part in resolving audit issues by obtaining evidence and making inquiries of clients while assisting the team with daily client workflow. Your Experience. We are looking for highly dedicated students with impressive credentials that are driven by new challenges and growth opportunities. We seek team players who believe in providing world-class client service and are interested in becoming immersed in various industries. Successful team members are looking for a work environment that values and promotes camaraderie, collaboration and giving back to the community. The Successful Candidate Will Have * Pursuing a Bachelor's or Master's degree in Accounting * Plan to complete 150 credit hours between May 2027 - September 2028 in order to be CPA licensed * Have a minimum 3.0 GPA in both your major and overall * Successful completion of two accounting courses prior to the start of your internship * Have held leadership positions in student organizations, extracurricular activities and/or on team projects * Prior work or internship experience is a plus * Exhibit excellent communication skills and the ability to work in a team environment * Able to learn in a fast-paced environment * Possess strong computer literacy and proficiency in Microsoft Office (Excel, Word, PowerPoint) * CohnReznick does not offer sponsorship to foreign nationals for Entry Level Roles (new associates and interns). In order to apply for an internship or an Associate role at CohnReznick, successful candidates will have to provide proof of work authorization such as U.S. Citizenship or permanent residency status. In addition, please take a moment to review our Universal Job Standards . Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. "CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters . If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com . Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #GD
$51k-65k yearly est. 1d ago
SAP OTC Implementation Consultant - Senior Manager
PwC 4.8
Charlotte, NC job
Industry/Sector Not Applicable Specialism SAP Management Level Senior Manager A career in our SAP Customer team, within our SAP consulting practice, will provide you with the opportunity to lead our clients in their customer transformation journey by reimagining exceptional experiences to their customers and employees while achieving their revenue growth goals without boundaries. We help our clients implement and effectively use SAP offerings to solve their business problems and fuel success in the areas of finance, supply chain, customer, human capital and engineering. Simply put, we focus on delivering business led, technology enabled change across the digital core and the latest in mobile, analytics and cloud solutions. As part of the SAP Customer team, your primary focus will be on Lead to Cash transformation for our clients - both traditional business models and enabling next generation XaaS (anything as a service) business models leveraging SAP C/4 Sales, Service and Marketing cloud; SAP CPQ; SAP Commerce; SAP Subscription Billing (BRIM); SAP Entitlement Management; and SAP S/4 Sales and Distribution solutions. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: * Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. * Deal effectively with ambiguous and unstructured problems and situations. * Initiate open and candid coaching conversations at all levels. * Move easily between big picture thinking and managing relevant detail. * Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. * Contribute technical knowledge in area of specialism. * Contribute to an environment where people and technology thrive together to accomplish more than they could apart. * Navigate the complexities of cross-border and/or diverse teams and engagements. * Initiate and lead open conversations with teams, clients and stakeholders to build trust. * Uphold the firm's code of ethics and business conduct. Preferred Knowledge/Skills: Demonstrates intimate-level abilities with, and/or a proven record of success directing efforts in a SAP Customer consulting capacity to: * Engaging with clients' business and IT teams to understand key business goals and translate those to a SAP Customer solution using relevant modules in SAP S4 stack (SD, LE, Transportation Mgmt, AVC, etc.); * Defining project scope and providing project implementation estimates including time frames, quality and quantity of resources required to successfully implement project; develop project plan incorporating all project variables including risk; * Establishing measurable criteria concerning deliverability, performance, maintenance, design and costs; * Working with the client's IT organization to establish technology strategy at an application level while Managing and mentoring SAP Customer technical staff; * Demonstrating intimate-level knowledge and understanding of SAP Customer application based solutions with demonstrated proficiency; * Demonstrating intimate-level knowledge in consulting, designing, implementing and leading significant tracks on larger project or leading medium sized consulting engagements within the SAP Customer product suite; * Demonstrating intimate-level knowledge with significant experience assisting clients in the implementation and support of SAP Customer solutions and improving business processes; * Demonstrating intimate-level knowledge and a record of success in the common issues facing clients who provide products and services within one or more of the following sectors including technology, automotive, consumer and retail, energy, industrial products or utilities; * Designing, building (hands-on configuration, if needed), testing and deploying the SAP Customer solution components required for successful integrations to SAP and non-SAP systems; * Utilizing past implementation experience of SAP SD configuration and build to define processes across order to cash ( pricing, discounts, order, delivery, invoicing etc. ); * Identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement, communicating value propositions, managing resource requirements, project workflow, budgets, billing and collections, and preparing and/or coordinating complex written and verbal materials; * Understanding the impact of master data and hierarchies on the OTC process and reporting and coordinating with cross functional teams to deliver solution holistically; * Supervising teams to create an atmosphere of trust, seeking diverse views to encourage improvement and innovation, and coaching staff including providing timely meaningful written and verbal feedback; * Creating and maintaining a knowledge-base of service delivery content based on reusable information and knowledge objects, as well as their cross-purposed or leveraged functionality; * Developing strategy, as well as writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management; and, * Utilizing presentation slides, practice marketing materials, change management plans and/or project plans, workshops and whitepapers, practice methodologies and tools, policies and procedures, and/or other standard business communications. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$124k-280k yearly Auto-Apply 44d ago
Financial Services Tax - Real Estate Senior Associate
PwC 4.8
Charlotte, NC job
**Specialty/Competency:** Industry Tax Practice **Industry/Sector:** Asset and Wealth Management **Time Type:** Full time **Travel Requirements:** Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: + Use feedback and reflection to develop self awareness, personal strengths and address development areas. + Delegate to others to provide stretch opportunities, coaching them to deliver results. + Demonstrate critical thinking and the ability to bring order to unstructured problems. + Use a broad range of tools and techniques to extract insights from current industry or sector trends. + Review your work and that of others for quality, accuracy and relevance. + Know how and when to use tools available for a given situation and can explain the reasons for this choice. + Seek and embrace opportunities which give exposure to different situations, environments and perspectives. + Use straightforward communication, in a structured way, when influencing and connecting with others. + Able to read situations and modify behavior to build quality relationships. + Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency. Responsibilities - Drive impact through digitization and automation - Address complex tax-related challenges - Mentor and support junior colleagues - Establish and maintain client relationships - Develop a thorough understanding of business contexts - Manage and navigate complex tax scenarios - Enhance personal brand and technical knowledge - Uphold exceptional professional and technical standards What You Must Have - Bachelor's Degree in Accounting - 2 years of experience - Job seekers need to demonstrate the minimum requirements are met for CPA licensure per respective state regulations What Sets You Apart - Innovating through new and existing technologies - Experimenting with digitization solutions - Working with large, complex data sets - Building models and leveraging data visualization tools - Exposure to pricing and client worth - Reviewing contracts and finding new pricing options - CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licensure, or Member of the Bar Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid
$52k-82k yearly est. 60d+ ago
Accounting Senior (CAAS - Nonprofit Industry)
Cliftonlarsonallen 4.4
Charlotte, NC job
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 currently seeking an Accounting Senior with experience, to join our CAAS (Nonprofit Industry) group in our Charlotte, NC or Raliegh, NC office. Job Responsibilities: • Client Service: Develops an understanding of each client's business/organization operations. Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis. • Day to Day Transactions: Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions. • Month End Processing: Coordinates and reviews account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.) Completes complex account reconciliations (investments, debt, industry specific, etc.) Prepares, understands, and reviews financial statements (basic to complex.) Reviews general ledger, cashflow, allocations, etc. Proactively creates process and procedure documentation and builds their own backup. • Other Quarterly/Annual Processing: Completes sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients. • Oversee workflow and quality of work of Associates and Analysts. Supervise and ensure the efficiency and quality of work produced by Associates and Analysts. • Special Projects: Assists with projects for internal audit, due diligence, system selection, and other consultative projects. Job Requirements: • 2 years of relevant accounting and/or financial experience is required. • Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree. #LI-NM1 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.
$57k-70k yearly est. Auto-Apply 60d+ ago
ServiceNow Deployment- Manager
PwC 4.8
Charlotte, NC job
**Specialty/Competency:** Platform Engineering & Architecture **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in infrastructure focus on designing and implementing robust, secure IT systems that support business operations. They enable the smooth functioning of networks, servers, and data centres to optimise performance and minimise downtime. Those in cloud operations at PwC will focus on managing and optimising cloud infrastructure and services to enable seamless operations and high availability for clients. You will be responsible for monitoring, troubleshooting, and implementing industry leading practices for cloud-based systems. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Analyse and identify the linkages and interactions between the component parts of an entire system. + Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. + Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. + Develop skills outside your comfort zone, and encourage others to do the same. + Effectively mentor others. + Use the review of work as an opportunity to deepen the expertise of team members. + Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. As part of the Cloud Computing and Networking team you are expected to lead large-scale initiatives emphasizing the strategy, design, and development of cloud platforms. As a Manager you are expected to guide transformational projects related to IT Architecture, Engineering, Operations, Security, and Digital adoption, maintaining operational excellence and client interaction. Responsibilities - Lead large-scale initiatives emphasizing cloud platform strategy and design - Guide transformational projects related to IT Architecture, Engineering, Operations, and Security - Maintain operational excellence and top-tier client interaction - Leverage influence and proficiency to deliver quality results - Develop and implement digital adoption strategies - Oversee the development of innovative cloud solutions - Manage complex projects to achieve client success **What You Must Have** - Bachelor's Degree in Computer and Information Science, Management Information Systems - 5 years of experience **What Sets You Apart** - Bachelor's degree OR 15+ years of experience managing infrastructure and data center integrations - Leading large-scale cloud platform initiatives - Proficiency in Cloud Management Platforms and Automation - Managing transformational IT projects - Applying DevOps strategies and tools - Leading client-facing business development - Developing and maintaining client relationships - Designing dynamic large-scale cloud environments - Accredited training in cloud container, storage, and database services Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid
$99k-232k yearly 60d ago
Senior Corporate Counsel
Ascensus 4.3
Charlotte, NC job
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Senior Corporate Counsel will support retirement plan services and products at Ascensus with a focus on the FuturePlan business, a leading national TPA that offers plan design, consulting, administration, and compliance services. This attorney will provide legal counsel to executives and associates and will partner with Risk, Compliance, Privacy, and Information Security to identify and mitigate risk while ensuring alignment with business objectives. Key job responsibilities include: serving as subject matter expert in relevant areas of law; negotiating and drafting contracts; managing disputes and litigation; and supporting a variety of other day-to-day legal matters. The individual must demonstrate sound legal and business judgment. Experience in the financial services industry is strongly preferred. This is a full-time, exempt position. Section 2: Job Functions, Essential Duties and Responsibilities * Provide advice and counsel to business leaders on legal, regulatory, legislative, compliance, and business issues * Draft, negotiate, review, and interpret various contracts and other legal documents between Ascensus and its clients, partners, vendors, and other third parties * Handle other day-to-day legal issues arising in a growing and complex business including disputes and litigation, employment, intellectual property, and corporate governance * Support Ascensus's culture by demonstrating our core values of People Matter, Quality First and Integrity Always in all of your actions Section 3: Skills and Attributes * Understand Ascensus' businesses and give practical advice to business leaders * Communicate effectively, verbally and in writing, with business leaders, clients, prospects, business partners, and others * Think strategically, analytically, and creatively * Drive execution of personal, team, and business goals * Identify, escalate, and resolve issues before they become problems * Exhibit adaptability and lead change * Effectively work independently and as part of a team with the willingness and desire to collaborate * Be organized, proactive, and entrepreneurial * Multitask and prioritize while producing high-quality, on-time work Section 4: Experience, Education and Base Requirements * Juris Doctorate from an accredited U.S. law school with at least 5 years of experience * Licensed to practice law in at least one state and in good standing * Familiarity with ERISA and related laws and regulations * Defined benefit plan and/or securities law experience is a plus * Ability to work in a fast-paced and demanding environment * Occasional travel is required The national average salary range for this role $130-140k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$130k-140k yearly 12d ago
Healthcare Provider Business Operations - Senior Associate
PwC 4.8
Charlotte, NC job
**Specialty/Competency:** Operations Strategy **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in Corporate Technology Strategy consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As part of the Corporate Technology Strategy team, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Respond effectively to the diverse perspectives, needs, and feelings of others. + Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. + Use critical thinking to break down complex concepts. + Understand the broader objectives of your project or role and how your work fits into the overall strategy. + Develop a deeper understanding of the business context and how it is changing. + Use reflection to develop self awareness, enhance strengths and address development areas. + Interpret data to inform insights and recommendations. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. **The Opportunity ** As part of the Corporate Technology Strategy team, you will support delivery of digital and technology transformation engagements. You will utilize your deep technology skills to support delivery of digital transformation engagements across the entire lifecycle. As a Senior Associate supporting Provider Business Operations, you will support large, tech-enabled business transformation programs for healthcare providers in a fast-paced environment. You will work closely with project leadership to analyze current-state operations, develop insights and recommendations, and help clients modernize administrative and operational functions across their business-including finance, supply chain, HR, workforce management, shared services, and related areas. **Responsibilities** + Advise clients on their most complex technology strategy problems using the latest frameworks, methodologies, and technologies + Build technology solutions using AI and other platforms to enable outstanding client outcomes + Support workstreams within large provider transformation programs by conducting research, analysis, documentation, and coordination to advance delivery + Analyze administrative processes across domains such as finance, HR, supply chain, and workforce, contributing to problem-solving and solution development + Develop client-ready deliverables including process maps, analyses, presentations, and status updates to communicate insights and progress + Contribute to project management tasks like action tracking, meeting preparation, documentation, risk and issue management, and stakeholder coordination + Participate in change management and user adoption through communications, training support, readiness assessments, and collaboration with provider stakeholders + Work with PwC teams to develop and enhance tools, templates, AI-enabled assets, and internal methodologies, while supporting business and practice development initiatives **What You Must Have ** + Bachelor's degree + At least 3 years of consulting and/or healthcare provider industry experience with exposure to businessor technology-enabled transformation programs, as well as experience using technology solutions to solve complex problems. + Foundational understanding of some or many provider operations and/or administrative functions (e.g., finance, supply chain, HR, workforce management, shared services). + Understanding and experience executing the software development lifecycle in large enterprise **What Sets You Apart ** + Master's degree preferred **Core Technology Strategy Skills** + Understanding of foundational IT domains (infrastructure, cloud, applications, data, cybersecurity) + Experience with IT cost analysis, operating model design, sourcing strategies, or portfolio analysis + Knowledge of enterprise architecture concepts and common architecture frameworks + Experience assessing IT capabilities and identifying gaps to better align technology with business needs + Ability to support performance management through KPIs/OKRs, dashboards, and governance processes + Experience supporting IT governance, process design, and role clarity within modern operating models **Digital & AI Strategy Skills** + Experience using GenAI / Agentic tools for analysis, research, or workflow automation + Exposure to AI strategy, governance, responsible AI, or AI adoption frameworks + Experience contributing to digital transformation roadmaps by integrating customer needs, data insights, and technology enablers + Ability to support workforce strategy initiatives including skill assessments and capability-building plans + Experience supporting technology-enabled change management, including stakeholder engagement and adoption planning **Provide** **r** **Business Operations Skills** + Working in provider operations and supporting operational improvements or process redesign within healthcare settings + Having exposure to functional areas like finance, supply chain, HR, workforce management, and shared services + Utilizing automation and AI-enabled tools to enhance analysis and delivery + Communicating effectively and working with cross-functional teams + Analyzing data and solving problems through structured synthesis + Creating clear, structured presentations and analytical deliverables + Supporting project delivery by coordinating tasks and maintaining documentation + Using tools such as Microsoft Office, Alteryx, Tableau, and similar analytic or visualization platforms + Learningabout how enabling platforms like Oracle, Workday, or UKG contribute to provider operations Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid
$47k-70k yearly est. 11d ago
Utility Network GIS Consultant, Senior Associate
PwC 4.8
Charlotte, NC job
Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Senior Associate At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In Esri consulting at PwC, you will focus on utilising Esri's software suite, such as ArcGIS, to analyse, manage, and visualise geographic data. Your work will involve working in fields such as urban planning, environmental management, natural resource exploration, transportation, and other related fields. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Respond effectively to the diverse perspectives, needs, and feelings of others. * Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. * Use critical thinking to break down complex concepts. * Understand the broader objectives of your project or role and how your work fits into the overall strategy. * Develop a deeper understanding of the business context and how it is changing. * Use reflection to develop self awareness, enhance strengths and address development areas. * Interpret data to inform insights and recommendations. * Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Functional and Industry Technologies team you lead efforts in consulting, designing, and implementing GIS applications-based solutions. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You concentrate on building client relationships, developing a deeper understanding of the business context, and navigating increasingly complex situations to deliver quality work. Responsibilities * Lead consulting, design, and implementation of GIS applications-based solutions * Analyze intricate issues and develop practical solutions * Mentor and guide junior team members * Build and maintain client relationships * Develop a thorough understanding of business contexts * Navigate and manage complex situations to deliver quality work * Uphold rigorous standards in deliverables * Utilize firm methodologies and technology resources effectively What You Must Have * Bachelor's Degree * 5 years of experience What Sets You Apart * Understanding business processes and leveraging GIS application modules * Knowledge of issues in the Power and Utilities Sector * Managing engagements and maintaining project economics * Supervising teams and providing feedback * Designing and supporting business processes in a GIS environment * Understanding GIS Business Solution for utilities * Applying data conversion and GIS configuration * Building trusted client relationships * Providing guidance to less-experienced staff * Professional Engineer (PE), Project Management Professional (PMP), or American Production and Inventory Control Society (APICS) Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$67k-86k yearly est. Auto-Apply 3d ago
Strategic Business Consultant, Retirement Sales
Ascensus 4.3
Charlotte, NC job
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically. Section 2: Job Functions, Essential Duties and Responsibilities * Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services. * Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business. * Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms. * Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate. * Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth. * Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms * Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings * Delivery of customized book of business reporting to create efficiencies for your advisors * Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships. * Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function. * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Section 3: Experience, Skills, Knowledge Requirements * Deep knowledge of the retirement plan industry, 7+ years' experience preferred * Demonstrated ability to build and manage relationships * Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment * Excellent analytical and problem-solving skills * Ability to produce high quality work within tight time constraints * Ability to make sound business judgments while effectively balancing client needs and organizational considerations * Excellent written and oral communication skills, including group presentation experience. * Proficiency with Microsoft Office products including Excel, Word and PowerPoint * Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments * Ability to travel as required * Highly organized with the ability to effectively prioritize key issues and deliverables Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$60k-97k yearly est. 18d ago
Sr Retirement Service Consultant
Ascensus 4.3
Charlotte, NC job
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Client Services Consultant will demonstrate their thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues and delivering consultative service to help clients manage their retirement plans. The Client Services Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. This position is also serving as a technical resource to the Ascensus organization and providing coaching and mentoring to other associates to ensure client expectations are met and/or exceeded. Essential Duties and Responsibilities: * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions to your clients. * Demonstrate a detailed knowledge of retirement plans and the Ascensus business. * Coach and mentor others in all aspects of retirement plan and client relations factoring in the needs of the client and Ascensus to arrive at appropriate solutions. * Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate. * Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. * Establish and maintain strong working relationships with dedicated clients and financial professionals and provide updates on product and plan initiatives. * Participates in the management of vendor relationships on behalf of clients and partner. * Deliver client retention by anticipating client's needs, recommending changes or actions, in conjunction with the Relationship manager. * Achieve individual and team goals for service levels, growth and retention for assigned book of business. * Identify and document systematically "opportunity plans" working with Relationship Manager on a strategy to mitigate risk. * Executing strategic plan to ensure retention and satisfaction of client and financial professional's book of business. * Achieve service level goals, retention and organic growth goals established for each financial partner by assessing opportunities in assigned book of business. * Responsible for proactive communication with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources. * Manage day to day schedule for self and team according to client needs and needs of the business. * Apply industry knowledge to all facets of retirement operations and service. * Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). * Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients. * Educate client regarding plan features, product capabilities or Ascensus functionality and process. * Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process. * Support peers and Manager(s) by handling escalated items/calls from clients. Responsible for oversight and resolution of the escalated item. * Coach and mentor team members and provide feedback to the team manager for performance improvement purposes. * Develop and maintain strong internal relationships across departments and locations. * Act in the role as the subject matter expert on specific topics as needed. Responsible for developing materials, training and assisting others across departments in these areas. * Perform other duties and participate in or lead special projects as assigned. Minimum Requirements: * Bachelor's degree or equivalent work experience. * Minimum of 5 years direct client experience required, Retirement Services industry experience preferred. * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred. * Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base. * Excellent presentation skills, business etiquette, client service skills and time management. * Demonstrated professionalism in all aspects of the role. * Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation. * Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred. * Excellent analytical and problem resolution skills. * Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). * Ability to work in a team environment to ensure common goal of providing exceptional client service. * Act as a change agent to initiate and respond to change productively. * Ability to work well under pressure with multiple priorities and deadlines in a demanding environment. * Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. * Ability to work extended hours to meet business needs as required. * Quality focus with attention to detail. * Ability to lead a team and/or project successfully. * Ability to travel as needed. * Strong project management skills. * Handle other essential tasks as assigned. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$84k-103k yearly est. 38d ago
Salesforce CPQ/Revenue Cloud Director
PwC 4.8
Charlotte, NC job
**Specialty/Competency:** Salesforce **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce Quote to Cash Consulting team you will lead the design of Salesforce technology-enabled solutions that address the needs of large organizations. As a Director you will execute complex programs, support business development efforts, and drive differentiation in PwC's offerings. This role is pivotal in driving growth, shaping client engagements, and mentoring future leaders, all while fostering an environment where people and technology thrive together. Responsibilities - Oversee the execution of intricate programs and initiatives - Foster collaboration between technology and personnel to enhance productivity - Identify market opportunities to differentiate PwC's service offerings - Maintain adherence to professional standards and guidelines - Promote a culture of innovation and continuous improvement What You Must Have - Bachelor's Degree - 9 years of experience What Sets You Apart - Master's Degree in Computer Science, Computer and Information Science, Management Information Systems preferred - One or more Salesforce.com certifications preferred - Bringing functional domain knowledge of Quote-to-Cash and advising clients on trends - Crafting and presenting compelling client presentations and briefings with clarity - Leveraging storytelling to connect technology with business - Developing data-driven business cases for clients that articulate the ROI for investment for complex CPQ / Billing programs - Mentoring and developing future leaders - Promoting a culture of innovation and excellence - Possessing prior experience in the consulting industry - Experience with Agile methodologies - Understanding of monetization models: transactional, recurring, consumption-based, subscription, and project-based Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid
$104k-145k yearly est. 60d+ ago
Content Specialist, Client Communications
Ascensus 4.3
Charlotte, NC job
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Content Specialist will be responsible for content development, execution, and oversight of marketing campaigns and initiatives for the assigned line of business. Through consultation, creativity, and a focus on the user experience, this individual will be responsible for collaborating with marketing and business stakeholders to implement effective communications and crafting copy that drives business growth, client retention and desired outcomes. This includes developing content within Ascensus brand standards for a variety of touchpoints with a focus on writing for digital experiences such as web, email, video, and social media. Section 2: Job Functions, Essential Duties and Responsibilities * Turn strategic initiatives and industry trends into tactical solutions * Understand and assess business needs in order to craft clear, concise, and effective messaging * Manage all aspects of complex communications, including content development, project planning, and the creation of multiple versions based on data, logic, and branding * Represent marketing at key meetings to provide status updates, consultation, general project support, and innovative solutions * Establish strong relationships with business stakeholders by delivering on project specifications and deadlines * Create meaningful content leveraging AI tools that is clear, actionable, and engaging-converting leads to clients and turning clients into loyal fans * Fluid in copywriting for a wide variety of marketing mediums across web, email, print, video scripting, presentations, articles, white papers and more. * Use Microsoft office suite - Word, PowerPoint and Excel-as well as project management and CMS software tools to assist in the management of workflow, content, planning, and other marketing operations * Participate in and adhere to quality control best practices related to proofreading, reviews, and securing approvals * Measure effectiveness of communications using such methods as A/B testing * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Excellent writing, editing, and presentation skills * Ability to write and communicate effectively and professionally across multiple mediums, including digital, social and print, and considering SEO, SEO strategy and optimization tactics * Experience with AI copywriting tools * Excellent decision-making, communication, critical thinking, project management and follow-through skills * Ability to perform duties with accuracy, strong attention to detail, and meet deadlines consistently * Self-motivated team player who is comfortable working in a collaborative, fast-paced environment * Minimum of 5 years of related experience. Samples and portfolio are required * Four-year college degree, marketing/communications or related field * An understanding of a regulated industry; financial services experience a plus The national average salary range for this role is $80-100k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$80k-100k yearly 44d ago
Retirement Support Specialist
Ascensus 4.3
Charlotte, NC job
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Retirement Support Specialist position is accountable for assisting the Client Services teams through timely communication and follow-up, proactive client outreach, and tracking, reporting and documentation of various functions within the department. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist clients with census updates to produce compliance tests and employer calculations * Participate in proactive call and email campaigns to inform clients on various deliverables regarding their 401k plan * Assist Client Services with the creation of necessary reporting for the FDI reports * Apply a quality control/review process to all reports produced before they are delivered to the end user * Reply to client requests for information via email, outbound call, or internal workflow * Maintain detailed workflow documentation for all functions and tracking for all reports provided * Provide timely, exceptional service, including problem solving and issue resolution with minimal inconvenience to clients * Provide effective verbal and written communications in a clear, concise, and informative manner * Make outbound calls to clients for various call campaigns and follow up on verification of client's data * Provide backup assistance for functions previously owned by Shared Services * Maintain a professional and positive approach in all internal and external communications Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in business or related field, or equivalent work experience. * Knowledge of information systems and technology; ability to create ad hoc reports. * Microsoft Office knowledge required. * Ability to evaluate data integrity. * Strong written and verbal communication skills. * Excellent evaluation and problem resolution skills. * Detail oriented. * Ability to work unsupervised as required, but also work within and contribute to maintaining a highly cohesive team environment For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 MBps or better. If you are unsure of your internet speed before applying, please check with your service provider. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$37k-54k yearly est. 22d ago
Finance & Accounting - Custom App Dev - Director
PwC 4.8
Charlotte, NC job
**Specialty/Competency:** Product Innovation **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions. Those in software engineering at PwC will focus on developing innovative software solutions to drive digital transformation and enhance business performance. In this field, you will use your knowledge to design, code, and test cutting-edge applications that revolutionise industries and deliver exceptional user experiences. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. As part of the Software and Product Innovation team you will provide strategic leadership in designing and implementing innovative insurance data models that align with client objectives. As a Director you will set the strategic direction, drive business growth, and mentor the upcoming generation of leaders while securing the utmost standards of integrity and quality are upheld. This role offers the chance to work with global teams, integrate advanced technologies, and shape the future of insurance advisory solutions. Responsibilities - Drive business growth by identifying and leveraging market opportunities - Maintain adherence to the utmost standards of integrity and quality - Foster a culture of innovation and continuous improvement - Oversee project execution while maintaining client satisfaction What You Must Have - Bachelor's Degree - At least 7 years of experience - In lieu of a Bachelor's Degree, demonstrating three years of specialized training and/or progressively responsible work experience in technology for each missing year of college. What Sets You Apart - Master's Degree in Actuarial Science, Finance, Data Processing/Analytics/Science preferred - Certification(s) preferred: Chartered Financial Analyst (CFA), Fellow of the Casualty Actuarial Society (FCAS), Amazon Web Services (AWS) or Azure or Google Cloud Platform (GCP) Specialized Certifications, Project Management Professional (PMP), Certified SAFe Agilist - Leading large teams with a focus on talent development - Excelling in client-facing roles requiring strategic thinking - Demonstrating exceptional proficiency in written and spoken English - Managing multiple priorities under tight deadlines - Developing and executing business development initiatives Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid
$122k-160k yearly est. 18d ago
Pharma Technology Consultant Senior Associate
PwC 4.8
Charlotte, NC job
**Specialty/Competency:** Product Innovation **Industry/Sector:** Pharma and Life Sciences **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions. In technology delivery at PwC, you will focus on implementing and delivering innovative technology solutions to clients, enabling seamless integration and efficient project execution. You will manage the end-to-end delivery process and collaborate with cross-functional teams to drive successful technology implementations. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Respond effectively to the diverse perspectives, needs, and feelings of others. + Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. + Use critical thinking to break down complex concepts. + Understand the broader objectives of your project or role and how your work fits into the overall strategy. + Develop a deeper understanding of the business context and how it is changing. + Use reflection to develop self awareness, enhance strengths and address development areas. + Interpret data to inform insights and recommendations. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Software and Product Innovation team you are responsible for managing the identification and addressing of client needs, including building GenAI and AI solutions, documenting business processes, and designing AI/GenAI architectures. As a Senior Associate you are tasked with analyzing complex problems, mentoring others, and maintaining elevated standards. You are expected to focus on building client relationships, developing a deeper understanding of the business context, and navigating increasingly complex situations to enhance your personal brand and technical knowledge. Responsibilities - Document and refine business processes to enhance productivity - Mentor and guide team members to foster growth - Build and nurture enduring client relationships - Analyze intricate problems to develop innovative solutions - Maintain exemplary standards of quality and professionalism What You Must Have - Bachelor's Degree - 3 years of experience What Sets You Apart - Master's Degree in Biomedical Engineering, Chemical Engineering, Biology, Business Administration/Management, or Business Analytics, or Statistics preferred - Building GenAI and AI solutions - Designing AI/GenAI architectures for clients - Managing AI/GenAI application development teams - Utilizing Python and common LLM development frameworks - Experience in Machine Learning and Advanced Learning - Understanding Azure, AWS, and Google Cloud platforms - Experience with Git Version Control and CI/CD Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid
$64k-77k yearly est. 8d ago
Business Application Consulting - Program Risk & Quality Manager
PwC 4.8
Charlotte, NC job
**Specialty/Competency:** Platform Engineering & Architecture **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 40% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a business application consulting generalist at PwC, you will provide consulting services for a wide range of business applications. You will leverage a broad understanding of various software solutions to assist clients in optimising operational efficiency through analysis, implementation, training, and support. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Analyse and identify the linkages and interactions between the component parts of an entire system. + Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. + Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. + Develop skills outside your comfort zone, and encourage others to do the same. + Effectively mentor others. + Use the review of work as an opportunity to deepen the expertise of team members. + Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. **The Opportunity** As part of the Business Application Consulting team you are involved in delivering consulting services and managing project risk assessments for various industries. As a Manager, you analyze complex problems, mentor junior team members, and maintain exemplary standards while building meaningful client relationships and navigating ambiguity. You leverage your technical knowledge to anticipate client needs, develop project plans, and drive successful outcomes in a dynamic and virtual environment. **Responsibilities** + Deliver consulting services across various industries + Manage project risk assessments effectively + Mentor and guide junior team members + Build and nurture client relationships + Utilize technical knowledge to foresee client needs + Develop and implement project plans + Drive successful outcomes in a virtual setting + Navigate and adapt to dynamic environments **What You Must Have** + Bachelor's Degree + 5 years of Consulting, Risk, or IT Audit experience **What Sets You Apart** + Master's Degree in Accounting, Computer and Information Science, Finance, Management Information Systems, Business Application Programming, Computer Engineering, Computer Science, Cybersecurity, Information Security, or Information Technology preferred + PMP, CISA, CISSP, or Agile certifications (including CSM, PMI-ACP, SAFe Agilist) + Excelling in project delivery methodologies and technology risk + Understanding emerging technology trends and risks + Leading teams to establish direction and motivate members + Developing project risk management strategies + Identifying and obtaining new service opportunities + Utilizing creative thinking and flexibility in tasks + Building and sustaining meaningful client relationships Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$99k-232k yearly 25d ago
Onboarding Consultant, Specialization
Ascensus 4.3
Charlotte, NC job
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. DDB Onboarding Consultant Responsible for managing aspects of the onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. Also responsible for quality control and assurance for plan conversions, account transition and ensuring responsibilities and tasks are performed in accordance with FuturePlan's core values and best practices. Job Functions, Essential Duties and Responsibilities * Manages case load effectively to meet or exceed departmental specific service levels for quality and timeliness with limited supervision. * Provides clear communication regarding the roles of each individual involved in the onboarding process. * Collaborates with Sales and Business team members to continuously improve implementation processes. * Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan. * Communicates the details of the plan's onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases. * Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress. * Provides training and assistance to clients to ensure completion of the client tasks and issue resolution. * Collaborates with internal departments to ensure completion of tasks by the scheduled due date. * Provides input to Management on client issues and onboarding delays. Proactively escalates potential risks to appropriate leadership that impact either service satisfaction and/or financial liability. * Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services. * Provide hand-off to the appropriate associates to ensure a smooth transition for the client and financial advisor including identifying all open issues. * Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study. * Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned. Experience, Skills, Knowledge Requirements * Bachelor's degree in Accounting, Business Administration, Mathematics, or equivalent work experience. * Proficiency in MS-Office software applications, including Excel and Word. * 1-3 years of industry experience in financial services or retirement services environment is preferred. * Minimum of 2 years of experience with Datair or similar system preferred. * Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents. * Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency. * Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the FuturePlan organization, as well as with our client base. * Possess excellent analytical abilities, attention to detail, accuracy and problem-solving ability. * Ability to work in a team environment to ensure common goal of providing exceptional customer service. * Ability to react to change productively and handle other essential tasks as assigned. * Ability to work well under pressure with multiple priorities and deadlines in a fast paced environment. * Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. * Must possess strong facilitation, negotiation, and conflict resolution skills. * Ability to escalate issues to appropriate levels within an organization. * Ability to work additional hours as necessary to meet business needs. The national average salary range for this role is $75-85k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$75k-85k yearly 2d ago
Software Support Engineer
Ascensus 4.3
Charlotte, NC job
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. As a Software Engineer at Ascensus, you will be part of a high-energy, collaborative team focused on delivering innovative software solutions using modern engineering practices - including unit testing, source control, continuous integration, automation, and design patterns. In this role, you will leverage your expertise in C# and the .NET framework to design, develop, and maintain scalable applications, including customized extensions for content capture and storage platforms such as Kofax. You will also be responsible for modernizing legacy systems, including the migration of VB6 applications to .NET 4.5+. Passion for quality code, technical excellence, and continuous improvement is essential. You'll be part of an agile team empowered to solve complex business challenges through automation, efficiency, and rapid delivery pipelines. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and handling all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Demonstrate Ascensus' Core Values - People Matter, Quality First, and Integrity Always - in all daily actions, fostering our I-Client service philosophy. * Translate application storyboards and use cases into functional, scalable, and maintainable software solutions. * Design, develop, test, document, and maintain efficient .NET applications using C#, ASP.NET, and related frameworks. * Develop custom extensions and enhancements for Kofax applications to improve content capture and document processing. * Identify, design, and implement solutions to improve application performance, scalability, and responsiveness. * Diagnose and resolve production issues in a timely manner in accordance with Service Level Agreements (SLAs). * Participate in the full Software Development Life Cycle (SDLC), including requirement gathering, architecture design, implementation, testing, deployment, and support. * Support people and process improvement strategies for the organization. * Migrate and modernize legacy systems, including VB6 to .NET 4.5+ conversions. * Develop and consume web services (REST/SOAP) and integrate them with existing applications. * Collaborate closely with other developers, QA engineers, DevOps, and support teams to ensure smooth deployment and continuous operation. * Apply automation, continuous integration, and deployment (CI/CD) practices to streamline releases. * Utilize AI tools to automate workflows, enhance productivity, and integrate intelligent features in application development. * Leverage containerization tools such as Docker or Kubernetes to support scalable deployment architectures. * Engage in design discussions with both technical and non-technical stakeholders. * Assist in estimating, sprint planning, and Agile ceremonies as part of a Scrum team. * Perform other related duties and projects as assigned. Section 3: Experience, Skills, and Knowledge Requirements * Education & Experience: * 3+ years of professional software development experience in small to medium-scale business environments. * Hands-on experience developing and maintaining .NET applications in C# for at least 3 years. * Experience with Kofax Capture or similar content capture systems preferred. * Experience modernizing and migrating VB6 or other legacy applications to .NET 4.5+. * Technical Skills: * Proficiency in C#, ASP.NET, .NET Framework 4.5+, and related technologies. * Strong understanding of Object-Oriented Programming (OOP) and design principles (S.O.L.I.D., cohesion, coupling, design patterns). * Experience with Microsoft SQL Server or Oracle databases; ability to design efficient schemas and stored procedures. * Proficient in XML, JSON, and HTML5. * Familiarity with Services-Oriented Architecture (SOA) and RESTful APIs. * Experience with containerization (Docker, Kubernetes) and CI/CD tools (Azure DevOps, Jenkins, or similar). * Understanding of web technologies such as HTTP, proxies, and Apache/Nginx. * Experience with version control systems (Git preferred). * Knowledge of concurrency patterns and multi-threaded programming in C#. * Familiarity with open-source development practices. * Experience with Python, JavaScript, jQuery, or Knockout.js is a plus. * Professional Attributes: * Strong analytical and problem-solving skills. * Excellent communication and collaboration abilities. * Demonstrated ability to write clean, efficient, maintainable, and reusable code. * Passion for software development, innovation, and continuous learning. * Familiarity with Agile/Scrum methodologies and practices (e.g., test-driven development, continuous integration). Supervision * None. Works under minimal supervision while collaborating across teams and departments. The national average salary range for this role is 100-120k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$62k-77k yearly est. 36d ago
Plan Administrator
Ascensus 4.3
Charlotte, NC job
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Job Summary: NQ Plan Administrator is an integral part of the client services team that plans, develops, delivers and services clients' corporate non-qualified plans. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. * Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions. * Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned. * Facilitate daily transactional activity with the Trustee and trading desk. * Serve as initial escalation point for participant call center inquires, and has responsibility for responding in accordance with published standards while acting as a liaison with the client and Newport to ensure accuracy of plan recordkeeping and data. Management Responsibilities * None Required Education, Experience and Certificates, Licenses, Registrations * Bachelor's degree in a business related field or industry experience, or a combination of education and industry experience. * 2+ years' experience working in a related position in the retirement services sector. * Strong MS Office skills to include Excel, Word, PowerPoint, and Adobe. * Have the ability to work under pressure in a very fast paced environment and demonstrated track record of consistently meeting and/or exceeding performance expectations. Preferred (but not required) education or skills for this role * Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. * Ability to write reports, business correspondence, and procedure manuals. * Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. * Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs. Competencies * Analytical * Avid Leaner * Detail oriented * excellent verbal and written communication skills * Planning and organizing * resourceful * team plalyer * Time Management OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$54k-83k yearly est. 12d ago

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