Risk Manager jobs at EisnerAmper - 6589 jobs

Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Social Finance, LLC seeks Senior Risk Analyst in San Francisco, CA. Responsibilities Enhance and improve the second line of defense fair lending analytics program. Aggregate and synthesize data sets to perform statistical reviews for disparate impact across portfolios, products and models. Collaborate with partners across Credit Risk, Compliance and Legal to provide in-depth analyses. Communicate results effectively to both internal and external partners. Incorporate the latest Fair Lending guidance from the governing bodies (CFPB, Federal Reserve, OCC, etc.) into the company's program when updates are provided. Full-time telecommuting is an option. Qualifications Minimum Requirements: Master's degree (or its foreign degree equivalent) in Financial Engineering, Business Analytics, or a related quantitative discipline, and two (2) years of experience in the job offered or in any occupation in related field. Special Skill Requirements: (1) Python or PySpark; (2) SQL; (3) AWS; (4) Git; (5) Regression Analysis; (6) Machine Learning; (7) Tableau or PowerBI; (8) Risk Management; (9) Statistical Analysis; (10) Microsoft Excel & PowerPoint; (11) Data analysis; (12) Data ETL (Extract, Transform, Load); and (13) Software Development Life Cycle (SDLC). Any suitable combination of education, training and/or experience is acceptable. Full-time telecommuting is an option. Compensation and Benefits Salary: $170,000.00 - $187,000.00 per annum and standard company benefits. Payment frequency: Annual. Submit resume with references using the apply button on this posting or by email to: Req.# 193.2 at: ATTN: HR, *******************. Application Deadline: 2/6/2026. #LI-DNI EEO and Compliance SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Application and Notices Internal Employees: If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles. Apply for this position: Risk • 2 Locations Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, a borrower must be a U.S. citizen or other eligible status and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. Lowest rates reserved for the most creditworthy borrowers. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, evaluation of your creditworthiness, years of professional experience, income, and a variety of other factors. Rates and Terms are subject to change at anytime without notice and are subject to state restrictions. SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers, or may become available, such as Income Based Repayment or Income Contingent Repayment or PAYE. Licensed by the Department of Financial Protection and Innovation under the California Financing Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp. or an affiliate, NMLS # 696891. 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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

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

This is a hybrid role, with the expectation that work time will regularly take place inside and outside of a company office based in New York, New York OR Santa Monica, California. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $220 billion in assets. First Citizens Energy Finance leverages its deep industry knowledge and expertise to offer comprehensive financing solutions for renewable and conventional power generation. The unit manages a large, diverse portfolio that includes investments in all asset classes across the energy sector. The Portfolio Management Group is responsible for monitoring credit performance of First Citizens Energy Finance polio. The AVP, Portfolio manager entails assisting with regular construction fundings within the Distributed Generation Project Finance portfolio, analysis of routine deal modification credit requests, participating in occasional deal upsizes, credit monitoring, control functions associated with Portfolio Management, and working on deals in which we serve as Administrative Agent. In this role, you will assist with the management of deal relationships and while working to preserve the credit quality of portfolio deals. Responsibilities Supporting the portfolio management team, including assistance with monthly diligence and draws on construction loans, working on amendment and waiver requests, involvement with upsizes and extensions for existing deals, and helping respond to internal and external audits. Assisting on deals for which we are Administrative Agent including communication of construction fundings, deal modifications, and monitoring between internal and external stakeholders. Performing Admin Agent duties requiring active communication with various external parties and acting as point person for Syndicate banks. Proactively assist in all aspects of regular Distributed Generation construction fundings, which require high-touch work to close deal fundings on a regular basis. Perform diligence, structuring, and analysis of deal modification requests by demonstrating a good sense of the request with attention to credit quality and risk mitigation. Proactively manage the approval process for amendments, waivers, and consents, including assuring that client timeframes and relationships are attended to. Perform financial modeling to review and analyze projections for construction fundings and deal modifications; accurately interpret model results and create recommendations and summaries to be used in internal and external documents. Continuously monitor the ongoing performance of the portfolio of borrowers and track reporting compliance with a view to identifying deteriorating situations early. Prepare quarterly and annual reviews of loan portfolio, maintain borrower monthly/quarterly/annual reporting requirements and other periodic deal review requests. Present deals to credit committees for review as appropriate. Coordinate communication for legal modifications to syndicate bank groups including questions/answers, communicating request updates, and tracking lender votes. Participate in ad hoc projects including periodic portfolio-wide analysis in response to market or regulatory updates. Review borrower credit files, financial files, legal documents, and other relevant information in an organized and timely manner. Interact with and coordinate administrative matters with other internal departments (i.e., Loan Boarding, Operations, Agency, Liquidity Management, Syndications, and others). Perform internal reporting duties and control administrative and operational matters cooperating with back office. Ensure compliance with all Know Your Customer (KYC) and other banking regulations. Actively build rapport with existing clients and syndicate banks, as appropriate. Qualifications Required: Bachelor's Degree and 4 years of experience in Credit Analysis, Relationship Management OR High School Diploma or GED and 8 years of experience in Credit Analysis, Relationship Management. Preferred: 2 years large corporate debt, commercial or project finance loan structuring. 2 years project finance financial modeling, presentations, and drafting underwriting/investment memoranda and credit documentation, reviewing contracts and project materials, and bank operational processes. Strong analytical and quantitative skills. Strong ability to recognize and communicate Project Finance deal risks and mitigants. Demonstrated tenacity, patience, and enjoyment for problem solving. Ability to effectively, tactfully, and professionally communicate with internal and external stakeholders. Experience reviewing and analyzing Project Finance deal legal documentation. Strong attention to detail in both qualitative and quantitative work. Capacity to effectively organize and multi-task in a fast-paced environment. Strong, proactive, and empathetic oral and written communication skills. Experience and passion to work on cutting edge energy or infrastructure related financing transactions. Demonstrated ability to work remotely effectively and manage/prioritize multiple streams of workflow simultaneously. Proactive, resourceful, self-starter. Collaborative team player willing to receive direction and/or provide support across levels. Able to work both independently and also in close collaboration with others. Creative thinker. Empathetic teammate player. If hired in Santa Monica, California OR New York, York, the base pay for this position is generally between $135,000.00 and $160,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #J-18808-Ljbffr

Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. + Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. + Ensures alignment between values and behaviour that fosters diversity and inclusion. + Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. + Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. + Attracts, retains, and enables the career development of top talent. + Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. + Creates innovative business development strategies, including collaborating with BMO partners to grow the business and maximize branch revenues, sales, and customer satisfaction, and minimize operating losses. + Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer. + Conducts cold calls to prospective customers to develop new customer relationships. + Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business. + Supports the Bank's community involvement and participates in community activities. + Maintains a high-touch relationship with key branch customers and prospects within the market. + Resolves customer related issues using knowledge of bank services, products, and processes. + Fulfills sales and service activities for the customer in accordance with approved procedures. + Recommends and implements solutions based on analysis of issues and implications for the business. + Assists in the development of strategic plans. + Builds the business plan for the branch. + Influences and negotiates to achieve business objectives. + Identifies emerging issues and trends to inform decision-making. + Implements, reviews, and revises work plans. + Helps determine business priorities and best sequence for execution of business/group strategy. + Conducts independent analysis and assessment to resolve strategic issues. + Works with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers. + Ensures alignment between stakeholders. + Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Communicates goals, plans, and assignments to achieve financial and customer service goals. + Leads the implementation of new programs, products and processes within the branch. + Coordinates the implementation of national and regional sales and service initiatives. + Monitors the service request and problem resolution processes for adherence to national standards. + Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements. + Plans and controls unit operating expenses in accordance with forecasts. + Manages transactional outcomes for customer calls or defers to appropriate internal business groups. + Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution. + Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations. + Builds effective relationships with internal/external stakeholders. + Maintains the confidentiality of customer and Bank information. + Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. + Complies with all legal and regulatory requirements for the jurisdiction. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Provides specialized consulting, analytical and technical support. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently and regularly handles non-routine situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Previous supervisory or management experience. + In-depth knowledge of retail banking products and services. + In-depth knowledge of competitive marketplace and trends in product offerings. + In-depth knowledge of all branch operational processes and policies. + In-depth knowledge of branch technologies, processes, and performance metrics. + In-depth knowledge of applicable regulations, audit standards, and related policies, procedures, and directives. + Deep knowledge and technical proficiency gained through extensive education and business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. + Data driven decision making - In-depth. **Salary:** $74,000.00 - $138,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

We're IREM We're IREM (Institute of Real Estate Management), an international institute for property and asset managers, providing complete knowledge to take on real estate management's most dynamic challenges. That means knowledge prepared for the day-to-day and the one-of-a-kind: from solving the latest tenant crisis to analyzing market conditions. For over 90 years, our members have made us the world's strongest voice for all things real estate management. Today, almost 20,000 leaders in commercial and residential management call this home for learning, certifications, and networking. Join our team We have an exciting opportunity to join us in a newly created position that'll play a key role on our executive team. As our Chief Growth and Member Experience Officer, you'll drive organizational growth, focus on expanding and diversifying revenue streams, and ensure an exceptional, consistent member experience. You'll be a trusted leader, inspiring our teams in membership, customer and member services, certifications, and chapters and regions, for both U.S. and international. Some specific responsibilities include: Directing organizational strategic direction in collaboration with the CEO, Board of Directors, HQ Executive Team, and HQ Director Team; leading metric development and implementation in support of strategic plan. Overseeing chapter volunteer leadership development and training; supporting and enhancing the performance and impact of IREM chapters, ensuring alignment with HQ standards and priorities. Collaborating across departments to identify and pursue new products, services, and markets to grow and diversify non-dues revenue; expanding credentialing programs and exploring new international and domestic offerings; partnering with our marketing and finance teams to assess ROI of growth initiatives and develop scalable business models. Strengthening international member value and its footprint through tailored strategies and partnerships. Collaborating with HQ Executive Team in providing general oversight of IREM, including resource allocation, annual operating plan and budget, operational and organizational policies and procedures, and strategic execution. Analyzing and making decisions on programs and opportunities; gathering, analyzing, and synthesizing data and information. Overseeing budget management Serving as a senior liaison to committees, task forces, workgroups, and volunteer leaders. Providing guidance and oversight to direct HQ liaisons. Let your skills and experience shine This role requires a visionary leader who can connect strategic insight with execution, empowering cross-functional teams and identifying opportunities for scalable impact. You should also have a strong understanding of member behavior and market trends that'll enable you to champion an agile, data-informed, and human-centered approach to serving and growing IREM's membership base. We'd also like you to possess: Bachelor's degree or equivalent experience, master's degree preferred. Minimum of ten years of experience in an association, with a preferred focus on leadership, strategy, and international membership Minimum of five years of supervisory experience. Strong critical thinking, analytical, and project management skills. Strong interpersonal, presentation, oral and written skills. Ability to manage multiple priorities. Strong financial acumen - budgeting, forecasting, analyzing, reporting. We also anticipate that you'll travel approximately four times a year, approximately fifteen days per year. What we can offer you If you'd like to be part of an organization that is far more than just a place to work, then IREM is the place for you. We're committed to providing our team members with a space where they can show up and bring their best authentic self. We genuinely care about our team members as individuals, and it shows. We're committed to providing a culture that embraces gratitude, authenticity, and flexibility. If you'd like to devote your talents and skills to making a difference in the lives and careers of the people we serve, then consider joining our team. We offer our team members a wide variety of benefits that include: BCBSIL medical coverage--we have six plans to choose from Metlife dental, vision, life insurance, and disability plans Flexible Spending and Health Savings Accounts 401(k) plan with quarterly matching up to 4% plus a 3% safe harbor non elective contribution PTO that's earned at 7.18 hours/pay period (24 in a year) for your first year with us. Annual paid volunteer day Flexible 37.5-hour work week schedule Our hybrid work schedule allows team members to balance their personal and professional lives. We come into the office 1 - 2 days per week to connect and collaborate. For this reason, we can only consider candidates who reside in the Chicagoland area. If you'd like to take on the opportunities and challenges of this key role in an amazing organization, then please apply today! #J-18808-Ljbffr

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Professional Practice Group and you will help assurance team members and clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Assurance Manager to join their dynamic team. As the Quality Control Senior Manager in Aprio's national Professional Practice Group, you will play a pivotal role in overseeing the firm's assurance quality control processes. Your expertise in regulatory compliance, technical standards, and risk management will ensure that all assurance services meet the highest standards of quality and professional integrity. You will lead initiatives to strengthen the firm's quality control framework, support engagement teams in maintaining compliance, and drive continuous improvement in assurance practices. Quality Control Leadership and Oversight Serve as the primary subject matter expert on AICPA audit standards, SSARS, and other professional guidelines, with a focus on quality control for assurance engagements, especially in the construction industry. Monitor assurance engagements to ensure strict adherence to professional standards and regulatory requirements, identifying and addressing quality risks proactively. Translate emerging standards and regulatory changes into actionable quality control guidance for the assurance practice. Engagement Support and Technical Guidance * Advise engagement teams and leaders on complex accounting, auditing, and quality control matters, ensuring consistent application of standards. * Review engagement documentation for accuracy, completeness, and compliance with quality control policies. Risk Management and Continuous Improvement * Evaluate and mitigate risks in assurance engagements, ensuring alignment with firm policies and regulatory mandates. * Lead quality assurance reviews and implement improvements based on findings and industry best practices. Team Leadership and Development * Mentor and develop assurance professionals, fostering a culture of excellence, ethical conduct, and continuous learning in quality control. * Organize and deliver training sessions on evolving professional standards, quality control procedures, and regulatory updates. Thought Leadership and Communication * Develop and share thought leadership materials on assurance quality control and professional standards. * Collaborate with senior leadership to communicate quality control initiatives and updates to staff and clients. Qualifications & Requirements Bachelor's or Master's degree in Accounting, Finance, or a related field. CPA (Certified Public Accountant) designation required. Extensive experience (typically 7+ years) in assurance, auditing, and quality control within a public accounting firm. At least 5 years of construction industry experience preferred. Deep familiarity with AICPA audit standards, SSARS, and quality control guidelines. Proven leadership in managing teams and driving quality initiatives. Excellent communication skills for conveying complex quality concepts. Proficiency in audit software, data analytics, and Microsoft Office Suite. Strong attention to detail, analytical skills, and problem-solving abilities. Demonstrated commitment to professional integrity and ethical conduct. $136,000 - $220,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on Feb 17, 2026 and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you: Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

You Lead the Way. We've Got Your Back. 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 The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel & Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day. The objective of the US Consumer/Global Dining Control Management Risk ID & Assessment team is to identify risks throughout business processes, systems, and platforms, develop and recommend risk mitigation strategies to address these risks, and proactively flag high risk themes for intervention and control enhancement. US Consumer/Global Dining Control Management is looking for a Sr. Analyst of Risk ID & Assessment focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units and functional areas. The Sr. Analyst, US Consumer Services Risk ID & Assessment: Assist in additional identification of risks throughout business processes and systems (along with business process owners) Facilitate US Consumer/Global Dining in their risk assessments performance (e.g. Risk and Control Self-Assessment (RCSA)) in addition to further assessments and testing / QA programs to ensure regulatory and internal standards are met (e.g., periodic RCSA reviews and update assessment criteria to align with regulatory updates) Support control monitoring (supplemental to BU process owners testing) and compile key operational risk trends, activities, and events Proactively help identify areas of high-risk for intervention (e.g., automated alerts generated for high-risk areas signal need for intervention and focus), including conducting independent quality assurance and vertical process testing Support thematic risk reporting (levels, trends, causes) Categorize controls and map against risks and processes (e.g., cross-BU process-control mapping) Support BU with identification of risks and spotting areas where product changes or improved controls may be required within New Product Governance (NPG) * Support risk management practices within the business Maintain risk dashboards and key risk indicators (KRIs) for ongoing monitoring Maintain risk profiles and an updated risk register(s) Support sharing insights, better practices, themes, etc. across the enterprise Required Qualifications: 2+ Years experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities project management, communication, and interpersonal skills Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards Sound analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively Preferred Qualifications: Bachelor's degree in finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous Experience in at least one of the following: Supporting identification of operational risks throughout business processes and systems Facilitating risk assessment performance in addition to further assessments and testing programs to ensure regulatory and internal standards are met Supporting independent control monitoring, including identification of control improvements Supporting the identification of areas of risk for intervention, including conducting independent quality assurance and process testing Compiling thematic risk reporting to provide actionable insights on risk levels, emerging trends and root causes Salary Range: $78,000.00 to $124,750.00 annually + bonus + benefits The above represents the expected salary 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.

You Lead the Way. We've Got Your Back. 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 The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel & Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day. The objective of the US Consumer/Global Dining Control Management Risk ID & Assessment team is to identify risks throughout business processes, systems, and platforms, develop and recommend risk mitigation strategies to address these risks, and proactively flag high risk themes for intervention and control enhancement. US Consumer/Global Dining Control Management is looking for a Sr. Analyst of Risk ID & Assessment focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units and functional areas. **The Sr. Analyst, US Consumer Services Risk ID & Assessment:** + Assist in additional identification of risks throughout business processes and systems (along with business process owners) + Facilitate US Consumer/Global Dining in their risk assessments performance (e.g. Risk and Control Self-Assessment (RCSA)) in addition to further assessments and testing / QA programs to ensure regulatory and internal standards are met (e.g., periodic RCSA reviews and update assessment criteria to align with regulatory updates) + Support control monitoring (supplemental to BU process owners testing) and compile key operational risk trends, activities, and events + Proactively help identify areas of high-risk for intervention (e.g., automated alerts generated for high-risk areas signal need for intervention and focus), including conducting independent quality assurance and vertical process testing + Support thematic risk reporting (levels, trends, causes) + Categorize controls and map against risks and processes (e.g., cross-BU process-control mapping) + Support BU with identification of risks and spotting areas where product changes or improved controls may be required within New Product **Governance (NPG)** + Support risk management practices within the business + Maintain risk dashboards and key risk indicators (KRIs) for ongoing monitoring + Maintain risk profiles and an updated risk register(s) + Support sharing insights, better practices, themes, etc. across the enterprise **Required Qualifications:** + 2 Years experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities + project management, communication, and interpersonal skills + Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards + Sound analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively **Preferred Qualifications:** + Bachelor's degree in finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous + Experience in at least one of the following: + Supporting identification of operational risks throughout business processes and systems + Facilitating risk assessment performance in addition to further assessments and testing programs to ensure regulatory and internal standards are met + Supporting independent control monitoring, including identification of control improvements + Supporting the identification of areas of risk for intervention, including conducting independent quality assurance and process testing + Compiling thematic risk reporting to provide actionable insights on risk levels, emerging trends and root causes **Qualifications** Salary Range: $78,000.00 to $124,750.00 annually bonus benefits The above represents the expected salary 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:** Risk **Primary Location:** US-New York-New York **Other Locations:** US-Utah-Salt Lake City, US-Florida-Sunrise, US-Arizona-Phoenix, US-North Carolina-Charlotte, US-Utah-Sandy, US-New York-New York **Schedule** Full-time **Req ID:** 25021105

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Professional Practice Group and you will help assurance team members and clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Assurance Manager to join their dynamic team. As the Quality Control Senior Manager in Aprio's national Professional Practice Group, you will play a pivotal role in overseeing the firm's assurance quality control processes. Your expertise in regulatory compliance, technical standards, and risk management will ensure that all assurance services meet the highest standards of quality and professional integrity. You will lead initiatives to strengthen the firm's quality control framework, support engagement teams in maintaining compliance, and drive continuous improvement in assurance practices. Quality Control Leadership and Oversight Serve as the primary subject matter expert on AICPA audit standards, SSARS, and other professional guidelines, with a focus on quality control for assurance engagements, especially in the construction industry. Monitor assurance engagements to ensure strict adherence to professional standards and regulatory requirements, identifying and addressing quality risks proactively. Translate emerging standards and regulatory changes into actionable quality control guidance for the assurance practice. Engagement Support and Technical Guidance * Advise engagement teams and leaders on complex accounting, auditing, and quality control matters, ensuring consistent application of standards. * Review engagement documentation for accuracy, completeness, and compliance with quality control policies. Risk Management and Continuous Improvement * Evaluate and mitigate risks in assurance engagements, ensuring alignment with firm policies and regulatory mandates. * Lead quality assurance reviews and implement improvements based on findings and industry best practices. Team Leadership and Development * Mentor and develop assurance professionals, fostering a culture of excellence, ethical conduct, and continuous learning in quality control. * Organize and deliver training sessions on evolving professional standards, quality control procedures, and regulatory updates. Thought Leadership and Communication * Develop and share thought leadership materials on assurance quality control and professional standards. * Collaborate with senior leadership to communicate quality control initiatives and updates to staff and clients. Qualifications & Requirements Bachelor's or Master's degree in Accounting, Finance, or a related field. CPA (Certified Public Accountant) designation required. Extensive experience (typically 7+ years) in assurance, auditing, and quality control within a public accounting firm. At least 5 years of construction industry experience preferred. Deep familiarity with AICPA audit standards, SSARS, and quality control guidelines. Proven leadership in managing teams and driving quality initiatives. Excellent communication skills for conveying complex quality concepts. Proficiency in audit software, data analytics, and Microsoft Office Suite. Strong attention to detail, analytical skills, and problem-solving abilities. Demonstrated commitment to professional integrity and ethical conduct. $136,000 - $220,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on Feb 17, 2026 and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you: Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Posted Monday, October 27, 2025 at 7:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures. ESSENTIAL FUNCTIONS PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”). Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: U.S. College graduate with major in related fields, strongly preferred. Experience: 5-7 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $90K - $110K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full‑time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes coverage for medical insurance, dental insurance, vision insurance, life insurance, long‑term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affiative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision‑making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. Contact: Mickey Hsu, FVP, Employee Relations Manager, ************** or *************************. #J-18808-Ljbffr

Posted Thursday, September 11, 2025 at 7:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the Senior Relationship Manager (SRM) who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures. ESSENTIAL FUNCTIONS Work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments, and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”). Review clients' accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: U.S. College graduate with major in related fields, strongly preferred. Experience: 5-7 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements, and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficiency. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $95K - $135K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affluent Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster: Poster- English Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr

Posted Tuesday, November 4, 2025 at 8:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. ESSENTIAL FUNCTIONS PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”). Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: U.S. College graduate with major in related fields, strongly preferred. Experience: 5-7 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/ Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS AVP - $70K - $95K / year VP - $95K- $130K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affimative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster: Poster- English Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or ************************* . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr

Posted Tuesday, December 30, 2025 at 8:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Under direct supervision, responsible for the credit/loan analysis and portfolio management to assigned portfolio and provide underwriting in support of the Commercial Banking lending and relationship management teams. Analyze loan transactions and credit worthiness of existing and prospective borrowers. Prepare a detailed and accurate credit analysis and provide recommendations regarding an existing or prospective Credit/Borrower and potential risks and risk mitigation solutions. Ensure all due diligence and background evaluations on a loan request are complete and thorough. Participate in client visits, discussions and meetings. May contact Borrowers directly, as appropriate, with the direction of and/or in concert with the Relationship Manager. ESSENTIAL FUNCTIONS Work closely with SRM(s) and Team Managers on the assigned loan portfolio. Monitor and manage the credit quality of the assigned loan portfolio. Review and monitor closely of financial and operation performance to ensure each credit is properly risk rated. Identify, evaluate, and determine the appropriate course of action on potential credit quality issues to maximize credit quality and minimize risk and potential loss to the Bank. Maintain and grow existing client relationships, and cross-sell Bank's other products and services. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in‑class customer service. Review existing loan exposure and proposed extensions of credit and financial information Evaluate credit structure and terms to determine sources and uses of funds Analyze industry data, competitive factors, historical performance, and projected results Assess risks and recommend the appropriate risk rating Determine any policy exceptions and mitigating factors Recommend credit alternatives and creative ways to structure credits ensuring that transactions are within portfolio risk standards Complete Credit Reports that incorporates all the analysis noted above by using critical thinking standards Analyze loan transactions and credit worthiness of existing and prospective borrowers Prepare a detailed and accurate credit analysis and providing opinions/recommendations regarding an existing or prospective Credit/Borrower, including potential risks and how to mitigate such risks. Ensure all due diligence and background evaluations on a loan request are complete and thorough, so credit approval can be considered. Participate, under direct supervision, in client visits, discussions, and meetings QUALIFICATIONS Education: Minimum Bachelors' degree in Business or Finance preferred Experience: 3-5 years of experience in banking related product sales, service, and advising required Skills/Ability: In depth knowledge of banking products and services (deposit, lending, consumer and commercial experience preferred). Understand cause of the covenant default as well as Borrower's action plan to cure/remedy default, and prevent it from happening going forward and RM's action plan regarding the default (i.e waive, waive and extend, enter into a forbearance period etc). Strong sales, marketing, and business development skills required Ability to manage situations of varying degrees of complexity with customers (excellent problem resolution skills) Team oriented, able to influence others and lead colleagues toward common goals Must have high standard of integrity and work ethics Ability to work in a fast paced, demanding environment Fluency in English and Chinese (Mandarin or Cantonese) preferred OTHER DETAILS AVP: $70K - $95K / year VP: $95K - $130K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long‑term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affitative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision‑making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster: Poster‑ English Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of your website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Professional Practice Group and you will help assurance team members and clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Assurance Manager to join their dynamic team. As the Quality Control Senior Manager in Aprio's national Professional Practice Group, you will play a pivotal role in overseeing the firm's assurance quality control processes. Your expertise in regulatory compliance, technical standards, and risk management will ensure that all assurance services meet the highest standards of quality and professional integrity. You will lead initiatives to strengthen the firm's quality control framework, support engagement teams in maintaining compliance, and drive continuous improvement in assurance practices. Quality Control Leadership and Oversight Serve as the primary subject matter expert on AICPA audit standards, SSARS, and other professional guidelines, with a focus on quality control for assurance engagements, especially in the construction industry. Monitor assurance engagements to ensure strict adherence to professional standards and regulatory requirements, identifying and addressing quality risks proactively. Translate emerging standards and regulatory changes into actionable quality control guidance for the assurance practice. Engagement Support and Technical Guidance * Advise engagement teams and leaders on complex accounting, auditing, and quality control matters, ensuring consistent application of standards. * Review engagement documentation for accuracy, completeness, and compliance with quality control policies. Risk Management and Continuous Improvement * Evaluate and mitigate risks in assurance engagements, ensuring alignment with firm policies and regulatory mandates. * Lead quality assurance reviews and implement improvements based on findings and industry best practices. Team Leadership and Development * Mentor and develop assurance professionals, fostering a culture of excellence, ethical conduct, and continuous learning in quality control. * Organize and deliver training sessions on evolving professional standards, quality control procedures, and regulatory updates. Thought Leadership and Communication * Develop and share thought leadership materials on assurance quality control and professional standards. * Collaborate with senior leadership to communicate quality control initiatives and updates to staff and clients. Qualifications & Requirements Bachelor's or Master's degree in Accounting, Finance, or a related field. CPA (Certified Public Accountant) designation required. Extensive experience (typically 7+ years) in assurance, auditing, and quality control within a public accounting firm. At least 5 years of construction industry experience preferred. Deep familiarity with AICPA audit standards, SSARS, and quality control guidelines. Proven leadership in managing teams and driving quality initiatives. Excellent communication skills for conveying complex quality concepts. Proficiency in audit software, data analytics, and Microsoft Office Suite. Strong attention to detail, analytical skills, and problem-solving abilities. Demonstrated commitment to professional integrity and ethical conduct. $136,000 - $220,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on Feb 17, 2026 and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you: Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

The Enterprise Risk Oversight Analyst reports directly to the Enterprise Risk Strategist and Reporting Manager and provides analytical and program management support for Risk Appetite reporting and second line of defense oversight of key financial risks, which includes liquidity risk, market and interest rate risk and credit risk. This position works within the Chief Risk Officer (CRO) organization to perform risk management activities including risk analysis, monitoring and reporting. This work ensures sustainable risk management practices for managing risks in line with the Enterprise Risk Management Framework and within the Bank's Risk Appetite. The Enterprise Risk Oversight Analyst is responsible for assisting in the execution of Risk Appetite reporting, oversight and analysis of trends and levels of risk exposure. The Enterprise Risk Oversight Analyst also supports key activities including developing and maintaining alignment between 1st and 2nd line for financial risk-related Policies, Programs, procedures, and controls. Additional responsibilities include supporting the Enterprise Risk Strategy and Reporting team in a variety of roles, comprising of subject matter support to Model Risk Management and Third Party Risk Management. The Enterprise Risk Oversight Analyst is an important role in the continued development and maturity of ERM, ensuring risk management activities are aligned with best practices and regulatory guidance. Responsibilities include: Supporting the quarterly execution, and assisting in the maturity, of Risk Appetite reporting across all risk domains, presented to Senior Management and the Board of Directors. Maintaining, analyzing and validating existing and development of new risk appetite metrics and KRIs in risk management reporting. Establishing certification and further enhancements to the annual review processes related to risk appetite metrics. Identifying, monitoring and providing effective challenge for 1st line activities and operating procedures to ensure proper governance and control are aligned with Rockland Trust's Risk Appetite, ERM Framework and within Regulatory Guidance. Analyzing and monitoring emerging risks including current trends/industry risk events, future developments, significant changes to economic conditions, governmental policies and regulations that impact the Bank's risk management practices. Working with the Enterprise Risk Strategist and Reporting Manager and Financial Risk Oversight Officer to ensure the proper identification, measurement, monitoring and reporting of liquidity risk, market and interest rate risk, and credit risk. Assisting with the annual risk assessments and analysis of the applicable financial risk domains. Coordinating with the 1st line Treasury and Credit Risk functions to review functional processes, conduct risk assessments, provide effective challenge, and advise on risk oversight and risk management framework and policy questions Ensuring the integration of Rockland Trust's ERM Framework throughout the Bank's liquidity, market and interest rate, and credit risk management activities. Continuing to refine and improve the 2nd line risk infrastructure to ensure that risk management practices are keeping pace as the organization grows and evolves. Participating in the Risk and Control Self-Assessment (RCSA) process and assisting with development and maintenance of the risk and control library for applicable financial risks. Maintaining knowledge of Regulatory Guidance related to liquidity, market and interest rate, and credit risk management practices, which includes analyzing and reporting on the impact of any proposed regulatory changes affecting these financial risks. Assisting the Model Risk Management team by assessing the reasonableness and validity of the scenarios and assumptions used in financial models (e.g. shifts, slopes, and twists in the yield curve, asset betas, deposit betas, prepayment rates, default probabilities, loss given default, etc.) and assisting with oversight of model change management and the ongoing performance of financial models, as appropriate. Assisting the TPRM team, as a designated subject matter expert, with financial viability assessments for vendors, including review of audited financial statements, 10Q, 10K or other appropriate financial documents. Monitoring risk events and working with appropriate stakeholders to define root cause and support remediation plan actions, including operational risk incidents and issues related to financial risks. Preparing periodic reports for the Risk Committee of the Board, Enterprise Risk Management Committee and other risk management committees, and presenting and participating in discussions, as appropriate. Minimum Qualifications Bachelor's degree required. Advanced degree or certification (MSF, MBA, CFA, FRM) preferred. 3-5 years performing second line risk oversight activities in an Enterprise Risk Management function at a financial institution or working within financial risk areas, such as a first line Treasury/ALM or Credit Risk function. Knowledge of the banking industry and Regulatory Guidelines as they relate to risk management, liquidity, market and interest rate, and/or credit risk practices. Excellent verbal and written communication skills. Proven track record of establishing a proactive, constructive dialogue and partnering with professionals internally and externally. Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: A competitive commission plan, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, paid illness time, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an Award Winning Wellness program and much more! At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Posted Tuesday, November 4, 2025 at 8:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Portfolio Manager (PM) PM is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures. ESSENTIAL FUNCTIONS Work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”). Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: U.S. College graduate with major in related fields, strongly preferred. Experience: 3-5 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience; strong loan negotiation (rates, terms, collateral requirements) experience; previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $70K - $95K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy . Cathay Bank is an Equal Opportunity and Affiantative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster: Poster- English Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or ************************* . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr

A prominent financial services company in Atlanta is seeking an experienced Insurance Portfolio Manager to manage investment mandates and collaborate with insurance company clients. This role involves designing customized investment solutions, coordinating internal expertise, and supporting client needs. The ideal candidate has a minimum of 7-10 years of experience and an MBA with a focus on finance. Competitive compensation is offered, along with comprehensive benefits. #J-18808-Ljbffr

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Manager in our Birmingham, AL Affordable Housing & Real Estate Tax practice. Our Affordable Housing & Real Estate Tax practice serves a wide range of clients with specific needs including real estate private equity funds, public and private REITs, as well as privately owned Real Estate held by family offices or joint ventures. This open position offers the opportunity to join a high-performing, high-growth team while working with complex clients in the Affordable Housing industry. We are seeking someone who thrives in a growing environment and provides clients with exceptional services. What it Means to Work for EisnerAmper: * You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry * You will have the flexibility to manage your days in support of our commitment to work/life balance * You will join a culture that has received multiple top "Places to Work" awards * We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions * We understand that embracing our differences is what unites us as a team and strengthens our foundation * Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: * Running client engagements from start to finish, including planning, executing, directing, and completing tax projects on time, within budget, and up to management standards * Building impactful relationships with new and existing clients and maintaining relationships with firm leadership. * Taking responsibility for accurate time and billing for self and team. * Developing a working knowledge of the client's business, taking responsibility for completing assigned tasks, and meeting client deadlines. * Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. * Staying updated on changes in tax laws, regulations, and accounting standards, and proactively applying new knowledge to client engagements. * Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. * Hold self and direct reports responsible for achieving developmental goals * Mentor and coach junior team members. * Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise. Basic Qualifications: * Bachelor's Degree in Accounting or equivalent field is required * 4+ years of tax compliance and/or tax consulting experience with a niche focus on real estate, REITs, LIHTC, Affordable Housing, private equity or emerging businesses * CPA or IRS Enrolled Agent Certification required Preferred/Desired Qualifications: * Master's Degree in Taxation or relevant field * Experience using GoSystems or CCH Axcess tax software EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: *********************************. #LI-Hybrid #LI-MA1 Preferred Location: Birmingham