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Corporate Finance Associates jobs - 20,128 jobs

  • Hybrid Mail Services Specialist

    Commonwealth of Massachusetts 4.7company rating

    Remote or Boston, MA job

    A state government agency is seeking a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The ideal candidate will operate mail equipment, manage deliveries, and maintain postal records. Strong initiative and a collaborative mindset are essential for success in this flexible, hybrid work setting. Applicants must have two years of experience in electronic data processing or equivalent coursework. Comprehensive benefits are included. Background check is required. #J-18808-Ljbffr
    $76k-120k yearly est. 5d ago
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  • Associate

    Accordion 4.3company rating

    Remote or Chicago, IL job

    We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation. If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. Turnaround & Restructuring Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market. We provide clients with a team of seasoned professionals who have notable track records of creating value through both operational turnarounds and financial restructurings. We are actively recruiting Turnaround & Restructuring professionals to join our team. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives. This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.. This position is not eligible for immigration sponsorship. What You'll Do: Perform analysis of current and historical business performance and capital structure Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs Create dynamic financial models that exhibit the client's historical and potential future performance Support the creation and preparation of corporate strategic plans Provide implementation support to approved business plans and strategies Engage with client personnel and management as necessary to achieve objectives Develop and furnish appraisal of business options and contingency plans as needed Effectively gather, analyze, and organize large data sets which may be incomplete Support the development of quality client deliverables Provide interim support on operating functions and job duties as directed Assist in bankruptcy preparation and administration Travel to client site as needed You Have: Bachelor's degree in finance and/or accounting is preferred Graduate business degree with concentration in finance, accounting and/or operations preferred Minimum 3+ years of relevant professional work experience Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models Highly proficient in Microsoft Word, Excel, and PowerPoint Ability to build and sustain strong and trusted relationships with colleagues and stakeholders Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis, and contingency planning Capacity to thrive in a fast-paced, challenging, and uncertain environment Deep understanding of how to interpret and analyze financial statements Possess strong analytical and business writing skills Able to work well under pressure and independently yet understand when to ask for guidance You Are: A self-starter with a strong work ethic A leader of others; you lead by example A strong team player, able to work with team members across all levels Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing). Excited to be part of a growing team, with a focus on driving future growth Full of entrepreneurial spirit and comfortable in a fluid, flat organization Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies Passionate about delivering exceptional client service Someone who enjoys mentoring others and doing meaningful work Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture The annual salary for this role ranges from: $97,750 to $150,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity. Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-VL1
    $33k-72k yearly est. 1d ago
  • Portfolio Manager III - Middle Market

    City National Bank 4.9company rating

    Remote or Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Middle Market Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? Bachelor's Degree or equivalent in Finance, Business or related field Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Advanced experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and develop talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Advanced analytical skills, with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise *Middle Market Credit WHAT'S IN IT FOR YOU? Compensation Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $111.4k-189.7k yearly 1d ago
  • 2nd Grade Teacher

    Accel Schools 4.5company rating

    Columbus, OH job

    About the Team ACCEL Schools is hiring a highly qualified 2nd Grade Teacher at Columbus Arts & Technology Academy in Columbus, Ohio dedicated to providing a superior education for all students for the upcoming 2025-2026 school year. We are seeking teachers who are passionate and dedicated to bringing the curriculum to life for each student. We want our teachers to be excited to create a positive classroom environment that prioritizes student learning and social-emotional development. Be part of the difference at Columbus Arts & Technology Academy! Columbus Arts & Technology Academy (CATA) is a public charter school serving East Columbus K-12 students with a well-rounded, college-prep education enriched with technology and arts instruction. The school is known for its nurturing teachers and staff and wide variety of educational opportunities including College Credit Plus and Career Technical Education. Columbus Arts & Technology Academy is part of ACCEL Schools, an established network of public charter schools serving K-12 students throughout the United States since 2014. About the Opportunity: Responsibilities of the Teacher include to- Prepare and deliver lesson plans with the ability to modify accordingly during the school year Differentiate instruction to meet the needs of all students Maintain accurate and complete records of students' progress and development Utilize research-based best practices in daily planning and classroom instruction Manage student behavior in the classroom Create a positive classroom environment for students to learn in Utilize school approved curricula that reflects the diverse educational, cultural, and linguistic backgrounds of the students Implement school-wide culture expectations and norms Communicate and meet with families regarding the academic and social-emotional growth of their child Incorporate technology skills into daily classroom practice to support learning Participate in the planning and implementation of non-instructional activities, as needed Collaborate and communicate effectively with colleagues Perform other duties as assigned About You: Active and current state of Ohio teaching license in appropriate content area Bachelor's degree in education or related field High level of comfort working in a growth-focused coaching environment based on frequent observations, debriefs, action planning, and progress monitoring Excellent written and verbal communication skills Ability to properly manage confidential information Able to supervise students of various ages in different school settings (playground, cafeteria, etc.) Ability to pass federal and state criminal background checks Experience working within an urban environment About Us "We believe that every child should be able to be anything they want in life, regardless of their birthplace and circumstances." - Ron Packard, CEO & Founder ACCEL Schools is a network of 80+ high-performing, public charter schools serving PK-12 students. We proudly advocate for school choice and work to address educational inequities throughout the United States. Our schools are inclusive and widely differ to reflect the unique values of the many urban, suburban, and rural communities we serve. Our brick-and-mortar, virtual, and hybrid schools specialize in closing educational gaps and offer innovative models such as career-technical education, sports training, bilingual programming, and more. We have been recognized and praised by legislators, authorizers, and researchers for providing exceptional education options to students in historically under-resourced communities. We offer the following benefits: Compensation The salary range for this position is $41,500-51,000. Factors which may affect starting pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate. Life benefits - time & peace of mind Paid time off Retirement contributions Optional Basic Life and AD&D insurance Voluntary life insurance (employee, spouse, child) Discounted childcare at Early Learning Academies locations Health benefits - stay well & thrive Medical, dental, and vision insurance Employee Assistance Program Voluntary short-term disability insurance Voluntary long-term disability insurance Career benefits - keep growing Career advancement opportunities throughout Accel Schools and our strong network of 4,000+ instructors and education professionals EQUAL EMPLOYMENT OPPORTUNITY It is our policy to abide by all federal, state and local laws prohibiting employment discrimination based solely on a person's race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status, veteran status (including protected veterans), marital status, registered domestic partner or civil union status, familial status, gender (including sex stereotyping and gender identity or expression), medical condition, genetic information, sexual orientation, or any other protected status except where a reasonable, bona fide occupational qualification exists.
    $41.5k-51k yearly 3d ago
  • Mortgage Risk Analyst I, Full-Time, Hybrid MA

    Digital Federal Credit Union 4.6company rating

    Remote or Marlborough, MA job

    Job Category: Mortgages Apply now Posted : December 5, 2025 Full-Time Hybrid Marlborough, MA 01752, USA Description Schedule Monday through Friday 8a-5p What You'll Do Summary/Objective: The Mortgage Risk Analyst I is responsible for performing regulatory compliance tests and analysis of mortgage loans and home equity loans/lines. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Support the Mortgage Department to develop and maintain an optimized and efficient regulatory program for mortgage loans and home equity loans/lines. Perform ad hoc quality assurance testing to ensure internal policies and procedures are adhered to within the mortgage lending process. Track and report the results of testing, providing both technical and functional suggestions to enhance the member experience through the lending process and create efficiencies for mortgage lending personnel. Work with the Mortgage Risk and Compliance Departments to revise and implement existing and future regulatory needs throughout the mortgage lending and servicing areas. Work with Mortgage Department leadership on internal and external audit examinations, assisting in the resolution of any outstanding issues. Responsible for maintaining a mortgage lending compliance program in various areas, such as Fair Lending, HMDA, and TRID. Assist in the design and implementation of projects and activities to further the growth of mortgage lending at DCU. Work with Mortgage Risk leadership to develop the Mortgage Department's annual compliance testing plan. Develop Key Risk Indicators (KRIs) for early warning signs of compliance concerns. Monitor various indicators of risk - KRIs, QC results, compliance testing results, complaints, risk assessment results, etc., to identify weaknesses and assist in remediating. Review new products/services for potential compliance concerns; prepare risk assessments. Maintain knowledge of, and adhere to, the Credit Union's internal compliance policies and procedures. Provide innovative, detailed, and practical solutions to an extensive range of demanding and complicated problems. Make recommendations for changes to procedures and documentation. Create and maintain gap analysis detail reporting. Manage large data sets, troubleshoot, and develop efficient processes for collecting and aggregating data. Communicate effectively with team members and Mortgage Department leadership. Identify issues and elevate as needed. Perform other job-related duties as assigned. What You'll Need Education and Experience Requirements: 5-7 years of leadership and related mortgage lending experience BA/BS Degree Knowledge of State and Federal compliance regulations Knowledge of Secondary Market guidelines Additional Eligibility Requirements: Professional Written and Verbal Communication skills What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal‑opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Expected Pay Range $30.00 - $33.70 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $30-33.7 hourly 1d ago
  • Associate General Counsel - Gaming & Regulatory (Hybrid)

    Commonwealth of Massachusetts 4.7company rating

    Remote or Boston, MA job

    A governmental agency in Massachusetts seeks an Associate General Counsel to provide legal advice related to gaming regulations. In this role, you will draft and interpret regulations, assist with compliance issues, and represent the agency in hearings. The ideal candidate possesses a Juris Doctor Degree, a license to practice in Massachusetts, and is experienced in legal writing and analysis. Competitive salary range is offered with a potential hybrid work model. #J-18808-Ljbffr
    $107k-163k yearly est. 3d ago
  • Construction & Commissioning Scheduler

    Blackrock Resources LLC 4.4company rating

    New Albany, OH job

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Schedule: Full-time | On-site presence required Industry: Industrial/Power/Data Center Construction We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery. What You'll Do: Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases. Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable. Track progress, analyze variances, and recommend adjustments to keep projects on target. Generate look-ahead schedules, performance reports, and updates for leadership and client reviews. Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health. Align construction and commissioning activities for smooth transitions and seamless project closeouts. What You Bring: Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience). 5+ years of experience scheduling large-scale industrial, data center, or power generation projects. Strong command of Primavera P6. Proven track record supporting both construction and commissioning phases. Excellent communication, organizational, and analytical skills. Ability to work on-site in New Albany, Ohio. Preferred Experience: EPC or large-scale construction background. Knowledge of commissioning processes and turnover documentation. Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools. If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.
    $65k-91k yearly est. 18h ago
  • Senior Alt Investments & RIA Channel Lead - Remote

    T. Rowe Price 4.5company rating

    Remote or San Francisco, CA job

    A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape. #J-18808-Ljbffr
    $118k-153k yearly est. 5d ago
  • Technical Account Manager - Remote

    Donnelley Financial, LLC 4.8company rating

    Remote or Rockville, MD job

    Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction. Recognizedas one of AMERICA'S MOST LOVED WORKPLACES for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here. Summary: Acts as the technical service liaison between customer, multiple production platforms, and Product. Advocates on behalf of the client with a proactive, collaborative approach to all departments and the production teams. Uses experience and knowledge to provide advisory and consultant services to clients to provide direction in meeting their project needs and goals to achieve and meet specific regulatory requirements of the client. Responsibilities: * Handles day-to-day account management, client interactions and handling routine technical support issues with a growing level of technical proficiency. * Serve as the main technical services liaison for assigned accounts, addressing their needs and concerns with expertise and urgency. * Establish strong, long-term relationships with clients, understanding their business requirements and aligning our solutions to meet their needs. * First point of service escalation for clients, SDAs and internal partners. * Host regular touch points with assigned clients to set priorities, work through challenges, discuss best practices, coordinate testing, holiday coverage, etc. * Participates in QBRs * Conducts Wellness/Optimization checks with clients * Review/approve billing, weekly, end of month and ad hoc throughout week * Working knowledge of SEC regulations and electronic filing requirements (e.g., N-PORT, N-CEN, N-MFP) and experience supporting compliance workflows * Basic knowledge of XBRL dependencies within specific Arc Suite platforms * Basic ability to troubleshoot and problem solve issues and complex application setups. * Basic technical acumen and product knowledge. * Basic production knowledge. Qualifications: * Generally newer to the role, with 1-3 years of Arc Suite experience in technical account management or related fields. * Proven experience and mastery of one or more of the Arc Suite applications; ArcPro, ArcReporting and/or ArcFiling is required. * B.S./B.A. preferred; equivalent experience in lieu of degree accepted. Preferred Skills: * Excellent verbal, written, and interpersonal communication skills. * Self-motivated with strong propensity for action, results and continuous improvement. * The ability to work successfully in a high-energy, fast paced, rapidly changing environment is necessary. * Exceptional organizational skills with the ability to multi-task and manage multiple. processes, programs, and procedures simultaneously while working under pressure to meet deadlines. * Proven track record of solving technical problems. It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status. If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to . At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
    $59k-90k yearly est. 2d ago
  • Property Tax Director - Lead Strategist & Growth Remote

    Aprio, LLP 4.3company rating

    Remote or Atlanta, GA job

    A leading CPA firm in Atlanta is seeking a Tax Director - Property Tax. This role involves managing property tax engagements, advising clients on strategies, and leading a team of tax professionals. Candidates should have over 10 years of experience in property tax consulting and possess CPA or related qualifications. The firm offers competitive compensation and flexible work arrangements to foster work/life balance. #J-18808-Ljbffr
    $57k-80k yearly est. 5d ago
  • Broker/Senior Broker (Hybrid -Boston, MA or NY)

    NFP Corp 4.3company rating

    Remote or Boston, MA job

    Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Job Summary The Commercial Lines Broker/Sr. Broker is responsible for broking new and renewal business, handling all aspects of the placements from initial market selection through policy delivery to client. In this role, you will focus on the largest and most complex placements, while serving in a leadership capacity to mentor and develop staff while cultivating strong insurer and insurer-client-broker relationships. This is a full-time, hybrid position based out of any of the following office locations: New York City, Albany, Rochester, Amherst, White Plains (NY), or Boston, MA. To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection. Essential Duties and Responsibilities: Proactively coordinate and manage broking around the renewal cycle in accordance to NFP's service model standards and timelines. Define success and direct broking activity, individually and amongst the team, to achieve the optimal outcome for the client/prospect; ensure a go-to-market strategy is in place for each broking engagement. Demonstrate exceptional negotiation skills - possess an awareness of different personality types with the ability to adjust approach to effectively drive the optimal outcome; capable of interacting with audiences of various seniority within client, carrier, wholesale and specialty organizations; effectively manage difficult scenarios and collaborate with Broking Team Leader on alternatives and solutions. Execute client/prospect placements demonstrating an unmistakable command of the risk to be placed and a clear focus on driving the optimal outcome in both financial and non-financial terms. Collaborate with the account management team and client to ensure complete and timely submissions, respond to carrier queries, compile and analyze carrier quote proposals, and present clients with a clear summary of the marketing process and a proposal with recommendations. Develop creative solutions to effectively address difficult placement scenarios; own the process and drive outcomes to enhance customer satisfaction around key deliverables. Lead team members in preparation of proposal presentations for existing and prospective clients. Support team members in responding to client queries and concerns to resolve issues promptly. Present proposals to producers and account management teams and leads client meetings. Oversee the development of sales documents, presentations, stewardship reports, and RFP responses for prospective clients Prepare detailed and complex coverage and policy comparisons, diagnostics, consolidated coverage/policy analyses, letters, and reports under the direction of the Broking Team Leader. Oversee the review of binders and policies to ensure terms and conditions are accurately reflected Provide leadership and demonstrate an ability to effectively mentor, support and develop team members. Develop strong, productive, trustful and resilient relationships with carrier and wholesale partners and their staff and NFP local office teams. Provide oversight and ensure the accuracy of client and policy information in NFP's Epic agency management system. Drive and ensure the effective deployment of data and analytics to provide meaningful program insight for clients and the broking team. Develop and ensure the deployment of differentiated client services through a thoughtful and sound execution of the client stewardship process that enhances the quality of client relationships. Ensure technology resources are showcased and appropriately introduced to defined customers. Develop and maintain thorough knowledge of insurance marketplace, products and services and risk financing strategies. Demonstrate an understanding of actuarial analysis and the utilization of its concepts. Lead and support the portfolio management objectives under the direction of the Broking Team Leader. Knowledge, Skills, and/or Abilities: Must be able to work a hybrid schedule from one of the listed offices. Excellent leadership and portfolio management skills along with demonstrating excellent written and verbal communication skills. Sound understanding of broker operating fundamentals and financials. Excellent negotiation skills - ability to adjust approach to effectively drive optimal outcomes depending on different personalities. Excellent organizational skills with ability to adjust to changing workload, work complexity and priorities. Ability to work collaboratively as a key team member and mentor to junior team members. Self-motivated and determined with positive attitude and sense of urgency. Strong attention to detail with strong analytical skills, both quantitative and qualitative. Proven technical competency and creativity demonstrating excellence in developing and delivering innovative property and casualty solutions. Confident, poised and interactive, demonstrating effective communications, emotional intelligence, and understanding how to tailor responses in a variety of dynamic situations. Proficient in Microsoft Office Suite. Experience with Epic (agency management system) a plus. Education and/or Experience: Minimum seven years insurance and Commercial Lines experience Team leadership experience a plus Bachelor's degree is preferred. High school diploma or equivalent is required Certificates, Licenses, Registration: P&C License required or obtained within 90 days of employment Advanced industry designation(s) (e.g. CPCU, CIC, ARM) preferred What We Offer: We\'re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $75,000 - $150,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr
    $75k-150k yearly 1d ago
  • Global Head of Enterprise Risk (Hybrid)

    Cambridge Associates LLC 4.8company rating

    Remote or Boston, MA job

    A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered. #J-18808-Ljbffr
    $117k-152k yearly est. 4d ago
  • Strategic FP&A Principal, Global Ops - Hybrid 4/1

    Wellington Management Company 4.9company rating

    Remote or Boston, MA job

    A leading investment management firm based in Boston is seeking a Principal for Financial Planning & Analysis. The role involves providing financial insight and operational performance reporting to drive strategic decisions. Candidates should have over 10 years of experience in finance and strong analytical skills. The role supports budgeting processes and enhances financial visibility across the organization. This position offers competitive compensation with a salary range of USD 120,000 - 225,000. #J-18808-Ljbffr
    $107k-143k yearly est. 4d ago
  • AAC Enrollment Fully Licensed Producer - Hybrid - PHX, AZ / Sunrise, FL

    American Express 4.8company rating

    Remote or Indianapolis, IN job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. As a brand built on going above and beyond to provide the best customer experience, having the most exceptional colleagues is paramount. As the face of the company, you can create positive interactions with our customers every day - from curating a unique travel or lifestyle experience to helping them with their everyday needs. And you can grow your skills through industry-leading training and ongoing coaching, all while learning what it means to continually set the standard for world class, customer-first service. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually **Your duties may include but are not limited to:** + Deliver world-class customer service, by explaining our related benefits and responding to customer inquiries and concerns over the phone + Establish a good liaison with our client's customers while providing quotes or enrolling in various products + Document necessary information, such as claim details, customer's change of details, and other pertinent information + Build meaningful relationships with our customers through a customer first approach, which would entail understanding their situation and needs, answering questions, and ensuring each customer knows American Express has their back. + Enhance our customers' experience through personalized service, active listening and effective problem solving, while consistently treating customers with a high level of respect + Follow underwriting, Compliance and Regulatory requirements and corporate policies + Track and monitor personal results to meet key performance goals to achieve productivity goals and comply with all regulatory requirements + Navigate computer systems and applications to service our customers, and enable them to get the most from our online platform + Manage other production related activities, such as complaints and escalations + Handle inbound calls for multiple products with no prospecting or cold calling + Complete mandatory licensure continuing education and other training sessions as appropriate + Remain positioned and well informed of changes implemented that affect your work **Skills/Qualifications:** + Florida applicants must possess a Resident General Lines Producer insurance license (2-20) OR have an active, Resident Personal Lines license (20-44) for 1 years + Arizona applicants must possess Resident Producer Property and Casualty as well as Accident and Health licenses. + Ability to become appointed/licensed as a non-resident agent in all applicable states + English language fluency required + High school diploma or GED + Solid computer, grammar, and multi-tasking skills + Relationship builder who has passion for delivering exceptional service + Excellent verbal, written and interpersonal communication skills Strong customer service skills and the ability to de-escalate customer situations + Demonstrates personal excellence by remaining positive in difficult situations + Self-confident, optimistic and supports a team environment + Critical, analytical, and forward thinking when problem-solving, and must possess exceptional time management, organizational, and active listening skills + Quick learner, who possesses the ability and resiliency to work in a fast-paced and dynamic environment, where multi-tasking, changing priorities, and use of multiple systems is part of the daily expectations + Ability to demonstrate initiative with minimal supervision to drive results + Superior level of accuracy and attention to detail + Strong proficiency in PC skills, including MS Word and Excel **Must be flexible to work any schedule/hours within the hours of operation, to support our servicing levels:** + Monday-Friday: 8:00am - 9:00pm ET + Saturday-Sunday: 10:00 am-6:30pmET + Primary Location: Sunrise Florida / Phoenix, AZ + Organization: Global Services + Schedule: Full-time + Job Band 25 **Qualifications** Salary Range: $20.00 to $38.45 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions **Job:** Customer Service **Primary Location:** United States **Schedule** Full-time **Req ID:** 26000361
    $72k-97k yearly est. 1d ago
  • Senior Tax Advisor: Blockchain & Crypto (Remote)

    Aprio, LLP 4.3company rating

    Remote or San Francisco, CA job

    A nationally ranked CPA and advisory firm is seeking a Senior Tax Associate to join its Tax team. The role involves leading tax compliance for blockchain technologies, providing expert guidance on digital assets, and collaborating across teams. Candidates should have a bachelor's degree in accounting, significant experience in tax or accounting, and knowledge of blockchain. Offering competitive compensation between $70,000 and $124,000 annually and abundant growth opportunities in a dynamic work environment. #J-18808-Ljbffr
    $70k-124k yearly 2d ago
  • Senior HRBP & Exec Partner - Hybrid Work Model

    Prologis 4.9company rating

    Remote or San Francisco, CA job

    A leading logistics firm is seeking a Senior HR Business Partner in San Francisco to drive organizational effectiveness and cultural transformation. The role requires strategic partnership, data fluency, and executive influence. Candidates should have over 5 years of HR experience. Excellent benefits and competitive salary ranging from $140,000 to $193,000 are offered, along with a flexible work environment. #J-18808-Ljbffr
    $140k-193k yearly 5d ago
  • Board of Review Chair - Unemployment Insurance Policy Lead (Hybrid)

    Commonwealth of Massachusetts 4.7company rating

    Remote or Boston, MA job

    A state government agency is seeking a Chairman for the Board of Review in Boston to oversee unemployment insurance appeals and manage board operations. The ideal candidate will be licensed to practice law in Massachusetts, possess strong analytical, writing, and communication skills, and have experience in administrative law or quasi-judicial proceedings. This full-time position offers a salary ranging between $100,839.08 and $155,529.95 per year with the potential for a hybrid work schedule. #J-18808-Ljbffr
    $100.8k-155.5k yearly 1d ago
  • Associate Attorney | Atlanta GA

    Arc Group 4.3company rating

    Remote or Atlanta, GA job

    Associate Attorney Atlanta, GA 30341 (Fully Remote with Hybrid/Onsite Requirements) Enjoy working from home? ARC Group is seeking a highly motivated Associate Attorney to join our client's team. This fully remote position includes a hybrid component, requiring occasional court appearances and onsite meetings. The ideal candidate will oversee legal matters from inception through post-judgment remedies, delivering high-quality legal representation, treating clients with fairness and respect, and thriving in a fast-paced, high-volume environment. Key Responsibilities: Manage a high-volume caseload, providing expert analysis and guidance on legal and regulatory risks. Conduct thorough legal research, draft legal documents, and present arguments effectively in court. Negotiate with opposing counsel to achieve favorable resolutions. Attend court hearings and legal proceedings as needed, including travel to various courts within Georgia. Collaborate with the Managing Attorney to report case activity, outcomes, and results. Maintain professionalism and uphold ethical standards in all interactions with clients, colleagues, and opposing counsel. Qualifications: Education: J.D. from an accredited law school. Licensing: Active license to practice law in Georgia is required. Licenses in other states (SC, TN, FL, VA, MD, MI, OH) or UBE passage is a plus but not mandatory. Experience: 0-3 years of experience in bankruptcy/collections or civil law litigation, including court proceedings and regulatory compliance. Exceptional legal research, writing, and oral communication skills. Strong attention to detail, organization, and the ability to thrive in a high-volume, fast-paced environment. Willingness to travel within Georgia for court appearances and client meetings as required. Why Join Us: Work with a nationally recognized legal firm offering a collaborative and supportive environment. Flexible work arrangement with fully remote capabilities and occasional onsite requirements. Opportunity to develop legal expertise across multiple practice areas and jurisdictions.
    $58k-100k yearly est. 1d ago
  • Remote Tax Director - Corporate & Startups Practice

    Escalon Services, Inc. 4.1company rating

    Remote or Chicago, IL job

    A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth. #J-18808-Ljbffr
    $109k-164k yearly est. 5d ago
  • Hybrid Transactions Analyst

    Harbourvest Partners (U.K.) Limited 4.5company rating

    Remote or Boston, MA job

    A global private markets firm is seeking an experienced Analyst to join their Transactions team in Boston. This hybrid role involves supporting the investment function, coordinating documentation, and ensuring compliance across multiple teams. The ideal candidate is exceptionally organized, detail-oriented, and proficient in Microsoft Office. With a competitive salary range of $70,000 - $90,000 and additional benefits, this position offers opportunities for growth in a collaborative environment. #J-18808-Ljbffr
    $70k-90k yearly 4d ago

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