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Associate Consultant jobs at Energy & Environmental Investments - 789 jobs

  • Analyst/Associate Consultant

    Energy & Environmental Investments 3.7company rating

    Associate consultant job at Energy & Environmental Investments

    Why You Should Join the E3 Team When you join the E3 team, you will be working on some of the most important energy issues with some of the top minds in the electricity industry. We help shape energy and climate policy, play vital roles in regulatory proceedings, advise executives, and inform investment and planning selections. At E3, you will be challenged and inspired. Who We Are Founded in 1989, Energy + Environmental Economics (E3) is a fast-growing energy consulting firm that helps utilities, regulators, policy makers, developers, and investors make the most educated strategic decisions possible as they implement new public policies, deploy and develop new technologies, and address customers' shifting expectations. We have offices in San Francisco, New York City, Boston, Denver, and Calgary. Because E3 works with customers from all sectors of the electricity industry, we provide a 360-degree knowledge of markets, planning, policy, regulation, and environmental factors. Just as important, we are driven to deliver clear, unbiased evaluations that help customers make informed decisions. E3 works on high-profile, high-impact projects in jurisdictions that spearhead the implementation of clean energy policy. In California, Hawaii, and New York, we are advising state agencies and regulators about how to implement clean energy policies with an emphasis on customer incentives and markets. About You We look for people who combine strong analytical dexterity and/or policy experience with integrity with a commitment to the clean energy transition. Our Analysts - Associate Consultants love to examine, research, and offer creative solutions to some of the most elaborate and important energy issues. We are seeking qualified candidates who bring curiosity, thrive in a rigorous and quantitative solution-finding environment, take a proactive approach to assist the team, and are practiced at clearly presenting information to a variety of stakeholders. Successful applicants will also have proven organizational techniques that help you create and actualize work plans that are efficient while delivering an elevated level of guidance to serve our customers. Things that set you apart: - A strong academic record and prior experience specifically addressing renewable energy and climate change issues are desired. - You believe it is essential to achieve a transition to a low-carbon economy and love thinking about the future of energy. - You work collaboratively and help each member of your team to do their optimum work, aware that each brings different experiences, techniques, and qualifications to the table. - You enjoy translating technical concepts to a broader audience. - You take ownership of your work, actively seeking out answers to questions and enjoy finding creative solutions to issues you encounter. The Work The Analyst - Associate Consultant is a vital contributor to our team. Any team member may play a significant role in a project, and recent graduates work alongside senior partners. The position conducts research and evaluation to aid the delivery of customer work under the direction of senior-level team members. You will have the opportunity to immediately assist project work to inform customer strategies by contributing to in-house forecasting models, quantifying various market strategies, studying market portfolios and stakeholder needs, benchmarking industry standards, and developing policy and market overviews. Practice Areas We're highly collaborative, but everyone is encouraged to pursue their own practice areas of interest. At E3, our Practice Areas include: - Climate Pathways and Electrification- Asset Valuation, Transmission, and Markets- Integrated System Planning During the application process, you will have a chance to highlight your initial Practice Area of interest. If you are unsure which is the right choice, or they all sound of interest, that is all right. Based on your qualifications, experiences, and interests, we will work with you throughout the hiring process to figure out what Practice Area is most suitable. General- Hours: Full Time- Type: Exempt or Non-Exempt (depends on level of work experience)- Practice Area: Open - Travel: 0-5%- Office Location: San Francisco, Boston, New York, or CalgaryTypical Responsibilities Assist the delivery of customer work through modeling, developing presentations, writing, and preparing reports and papers, and helping with additional customer requests Conduct independent research using your ingenuity and curiosity to make reasonable assumptions and produce appropriate solutions, at times with incomplete information. This may include country-level energy market research, delving into standards documents to find specific references or proof points, as well as research on complicated topics such as regulatory proceedings. Translate results of research, reports, and insights into clear visual representations Aid project heads in the creation or editing of spreadsheets to be "client-ready,” including developing tools for stakeholder products Simple modifications to existing tools and models Proactively track actual performance of own work performed against the established plan, with ongoing communication with the Director or Manager Capture project learnings and repeatable products and work samples for future use according to knowledge management processes Assist with internal initiatives as needed Requirements Bachelor's degree or higher with a strong academic record in engineering, economics, computer science, public policy, or related field 0-2 years of prior experience desired specifically addressing energy and climate change issues and/or demonstrated academic related project work Hands-on experience, academic project work, or extensive knowledge base related to one of our Practice Areas: - Climate Pathways and Electrification, Asset Valuation, Transmission, and Markets, and Integrated System Planning For candidates interested in our Asset Valuation, Transmission, and Markets Practice Area, demonstrated experience with or extensive knowledge of project or corporate finance in the energy sector You work collaboratively and assist each member of your team to do their greatest work, aware that each brings different experiences to the table High fluency in Microsoft Excel and PowerPoint; programming experience in Python is also valued Desire to work in a dynamic office environment with other staff Work Environment Hybrid and flexible work environment that adapts to changing needs of projects. E3 thrives in a strong collaborative office-based working environment but has also adapted to the safety requirements of our employees. Must be able to work for extended hours in front of a computer screen and conduct meetings on the telephone and virtually. E3's Commitment to You E3 provides abundant opportunities for professional growth and invests significantly in employee development. Right from the start, our team works hard to provide you with a customized multi-week onboarding experience where you will meet with colleagues, Partners, and your own mentor. Every September, all new hires attend E3's proprietary internally developed 22-course training program which broadens your foundational industry-specific knowledge as well as develops those skills essential to being a great consultant. E3 also provides every employee with an annual professional development stipend, opportunities to attend conferences, and personalized career development at every stage of your employment. In addition, E3 offers employees a broad, best-in-class range of benefits and supportive perks to support you both personally and professionally. Some benefits include: - Base and bonus commensurate with experience and performance- Exceptional benefits such as medical, dental, and vision insurance plans- 401(k) with corporate match- Flexible Paid Time Off plus standard company holidays- Short-term and long-term disability- Group life insurance- Health Savings Accounts and Flexible Spending Arrangements - Fitness and wellness corporate discounts- Professional Development annual stipend Hiring Process and Timeline Finding new team members that are a good fit is important to us, so we spend significant time in our recruiting process evaluating candidates. Qualified candidates can expect a phone interview, to engage in a technical exercise and associated interview, and a final set of interviews. Our process takes around 6-8 weeks to complete. E3 is seeking to hire Analysts - Associate Consultants throughout the year and are prepared to make offers to candidates months in advance of their start date. EEO Non-Discrimination and ADA Reasonable Accommodation Statement Applicants are considered for all positions without regard to race, color, creed, religion, age, national origin, alienage or citizenship status, gender, sexual orientation, gender identity, marital or partnership status, disability, military status, veteran status, pregnancy or predisposing genetic characteristics. Willdan does not discriminate on the basis of physical or mental disability where the essential functions of the job can be reasonably accommodated. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. If you need reasonable accommodation for any part of the application and hiring process, please notify us. Willdan Group Inc. participates in E-Verify
    $72k-96k yearly est. Auto-Apply 60d+ ago
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  • Hybrid Transactions Analyst

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

    Boston, MA jobs

    A global private markets firm is seeking an experienced Analyst to join their Transactions team in Boston. This hybrid role involves supporting the investment function, coordinating documentation, and ensuring compliance across multiple teams. The ideal candidate is exceptionally organized, detail-oriented, and proficient in Microsoft Office. With a competitive salary range of $70,000 - $90,000 and additional benefits, this position offers opportunities for growth in a collaborative environment. #J-18808-Ljbffr
    $70k-90k yearly 5d ago
  • Senior AWM Operations Strategy & Delivery Consultant

    Price Waterhouse Coopers 4.5company rating

    Boston, MA jobs

    A global consulting firm in Boston is searching for a Senior Associate specialized in Operations Consulting. This role involves helping clients optimize their operations to develop competitive advantages while encouraging a leadership culture. Ideal candidates will have a Bachelor's degree, at least 3 years of experience, and exhibit strong problem-solving and data analysis skills. This role offers a salary range of $77,000 - $202,000, along with eligibility for an annual bonus and wide-ranging benefits. #J-18808-Ljbffr
    $77k-202k yearly 3d ago
  • Analyst, Amex Offers Business Development

    American Express 4.8company rating

    New York, NY jobs

    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. Membership Portfolio Services is responsible for developing and scaling several growing businesses that are strategically important to American Express. Each of the businesses within Membership Portfolio Services connect Card Members with Merchants - a key differentiator of our Membership Model - and which also represent a significant opportunity to help drive our growth over the mid-to-long term. Amex Offers sits within the Membership Portfolio Services Team. Launched in 2012, Amex Offers is a digital advertising platform that connects Merchants, Advertisers and brands with the tens of millions of American Express Card Members across the globe. The Amex Offers team develops strategic marketing partnerships that deliver - through the Amex offers platform - unique differentiated value to reach high-spending Card Members in the digital channels where they engage with American Express. Through this solution, we can help advertisers get laser-focused on who our mutual customers are, what they want, and how we can meet their needs - delivering deep insights and maximizing results. **How will you make an impact in this role?** This Analyst role will partner directly with our Business Development team to support marketing and advertising engagements with new and lapsed partners. This candidate will be responsible for driving forward multiple projects including sales-operations, marketing execution, and results analysis. **Role Responsibilities** + Manage sales operations, go-to-market processes, and execution for Amex Offers and Ads engagements + Support prospect research by identifying industry trends and gaps in the portfolio to grow engagement, partner-funded value, and revenue + Partner across the team and internal stakeholders to input and update pipeline opportunities and provide campaign execution support + Assist with business insights and campaign performance metrics for partners + Support Business Development team members to drive strategic initiatives forward + Share best practices across the team + Ensure adherence with all aspects of the American Express Code of Conduct and our policies and procedures **Minimum Qualifications** + 2 years of relevant experience, ideally in media or digital marketing industries + Strong Microsoft Excel and PowerPoint skills + Independent and resourceful problem solver with great attention to detail and the ability to work cross functionally + Proven track record of being a high performer with expert organizational and project management skills + Passion for performance-based marketing, payments innovation and new digital trends + Strong communication and analytical background + Compliance with processes and regulatory requirements + Highly collaborative individual with strong work ethic and willingness for hands-on tasks to achieve team goals **Qualifications** Salary Range: $65,500.00 to $102,500.00 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 U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Marketing **Primary Location:** US-New York-New York **Other Locations:** US-Georgia-Atlanta, US-Arizona-Phoenix, US-Florida-Sunrise **Schedule** Full-time **Req ID:** 25023260
    $65.5k-102.5k yearly 2d ago
  • Treasury Technology, Kyriba Consultant, Senior Manager

    Price Waterhouse Coopers 4.5company rating

    San Francisco, CA jobs

    At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. Those in corporate finance, treasury and commodities at PwC will specialise in providing financial advisory services related to corporate finance, treasury management and commodities. You will work closely with clients to analyse financial needs, develop strategies for capital structure optimization, manage liquidity and cash flow, and provide guidance on mergers and acquisitions, divestitures, and other financial transactions. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to elevate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how everything fits together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. The Opportunity As part of the Finance Consulting - Corporate Finance, Treasury and Commodities team you are responsible for the creation and implementation of impactful finance and treasury strategies. As a Senior Manager you oversee large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You utilize your specialized knowledge of corporate treasury, including global cash management, payments, bank relationships, financial assets, debt, corporate finance, and currency and commodity hedging, to deliver quality results. Additionally, you inspire and coach teams to solve complex problems, fostering a dynamic, diverse, and inclusive environment. Responsibilities Lead the development and execution of finance and treasury strategies. Guide large-scale projects to successful completion. Innovate and improve existing processes for better productivity. Maintain exceptional standards of operational excellence. Interact with clients at a senior level to secure project success. Utilize specialized knowledge in corporate treasury to deliver results. Motivate and coach teams to address complex challenges. Foster a thriving, diverse, and inclusive work environment. What You Must Have Bachelor's Degree. 7 years of working in a consulting environment advising corporates on finance and treasury transformation and/or technology enhancements or, Selling and/or implementing technology solutions for finance and treasury areas or, Working directly in a corporation performing core treasury or IT related activities. What Sets You Apart Master of Business Administration in Accounting, Finance, Finance & Technology, Information Technology, Data Processing/Analytics/Science preferred. CPA, CTP, or CFA; TMS Vendor Certification preferred. Leading teams to deliver finance and treasury strategy. Thorough understanding of corporate treasury. Implementing Treasury Management Systems (Kyriba) and Payment tools. Utilizing Knowledge of bank connectivity alternatives. Applying knowledge of global liquidity management techniques. Utilizing technologies that support collaboration and automation. Learning digital technologies and their impact on Finance and Accounting. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr
    $124k-280k yearly 4d ago
  • Sr. Business Consultant

    Visa Inc. 4.5company rating

    San Francisco, CA jobs

    The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams. The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives. This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team. Essential Functions: Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes. Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences. Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly. Develop insights driven communication for broad audiences, including executives. Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness Implement regular check ins with initiative teams using tollgate methodology. Support program milestone tracking and reporting. Organize transformation meetings and governance processes. Maintain progress reports and issue trackers. Assist in creating materials for Transformation Leadership Team Meetings. Work effectively with global, culturally diverse virtual teams. Champion organizational change. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus. Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making. Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.) Experience in program / project management in a transformation environment, experience in Finance transformation preferred Strong leadership and ability to influence without direct management of partners and stakeholders Ability to adapt quickly to changing priorities, assignments, and roles Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution Experience with program management and communications tools Strong attention to detail Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently Ability to anticipate issues before they arise and work to proactively support resolution Proven track record of driving results, even when faced with ambiguous circumstances Exceptional personal accountability and the highest of ethical standards Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: Salary & Benefits U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 149,900.00 to 217,500.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr
    $111k-141k yearly est. 5d ago
  • Senior ERP Solutions Consultant

    Zip 4.7company rating

    San Francisco, CA jobs

    The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Senior Solutions Consultant to lead onboarding for new customers and drive their implementation of our product. We're also looking for someone who is excited to be hands-on and influence our product roadmap. As every business needs our type of product, you'll work with a variety of new clients and industries as Zip scales. Current clients include Coinbase, Snowflake, Notion, Canva, Samsara, Databricks, etc. You Will Lead onboarding for new customers, with a heavy emphasis on understanding requirements and creatively configuring the product to solve their problems Responsible for leading the end-to-end implementation for new customers -- roll up your sleeves and build out the customer's processes from scratch Lead training and Q&A sessions with customers and key stakeholders to empower them to utilize the product without additional ongoing help from Zip Proactive project management across many customers, to manage requirements and tasks across onboardings Collaborate closely with the product and engineering teams to determine which customer requests we should and shouldn't support, and set expectations with customers Do whatever it takes to make customers happy + successfully onboard them as quickly as possible Continuously improve the post-sales processes to help our customers accelerate the time to value Qualifications 4+ years' experience working in one of the following roles: Procurement/Sourcing Manager, ERP/P2P Systems Consultant, or managing key customer and stakeholder relationships in a B2B SaaS company Prior experience with the implementation or administration of a procurement tool / ERP (Microsoft Dynamics, SAP Ariba, Sage, Oracle Fusion, Netsuite, etc.) Fantastic communication skills Extreme attention to detail and pride yourself in being incredibly proactive Experience working with product and engineering teams You're able to push back and still make people happy Very comfortable with software configuration (not necessarily technical skills, which would be a plus) Willing to do whatever it takes to make Zip and its customers happy. The OTE compensation range for this role is $110,000 - 150,000 OTE. The salary for this position is determined based on a variety of job-related factors that may include leveling, relevant experience, education, or particular skills and expertise. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. Start-up equity Full health, vision & dental coverage Team building events & happy hours Flexible PTO Apple equipment plus home office budget 401k plan We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr
    $110k-150k yearly 2d ago
  • FS AWM Operations Management Consultant - Sr. Associate

    Price Waterhouse Coopers 4.5company rating

    Boston, MA jobs

    A career within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Basic Qualifications Minimum Degree Required: Bachelor Degree Minimum Year(s) of Experience: 3 year(s) Degree Preferred: Master Degree Preferred Fields of Study: Business Administration/Management/Analytics, Operations Management/Research, Finance, Engineering, Computer and Information Science Certification(s) Preferred: CFA, CFP, CIMA Preferred Knowledge/Skills: Demonstrates thorough abilities and/or a proven record of success in the Asset and Wealth Management industry including the following areas: Applying proven experience in Wealth Management, and/or Asset Management business models and services; Applying knowledge of transaction lifecycles of Financial Services products; Applying knowledge of leading business applications that support various aspects of Asset Servicing and/or Asset Manager value chain; Maintaining current knowledge of operations and administration of Financial Services including middle and back-office operations; Applying experience with data and systems interactions including IT tools and technology; Utilizing project management software / tools; Learning new technologies; Understanding of key controls within payments, middle and back-office processes; Applying knowledge of data analysis, process and business requirements; Applying knowledge of technology implementations - design through roll‑out; Being familiar with trends of global organizations; Demonstrates thorough abilities and/or a proven record of success supporting large teams through the design and implementation of changes to Operations, including people, process and technology including the following areas: Delivering significant business results that utilizes strategic and creative thinking, problem solving, individual initiative; Leading project work streams, emphasizing the ability to build collaborative relationships with team members and work autonomously with little direction; Teaming with others including building productive and collaborative relationships with team members and proactively seeking guidance, clarification and feedback; Communicating effectively in written and verbal formats in various situations and to various audiences; Conducting market research and quantitative and qualitative analyses, including the timely synthesis of complex data into meaningful insights and the ability to grasp readily analytical frameworks and employ them effectively to either qualitative or quantitative evidence; Owning and delivering projects - including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members; Structuring and communicating ideas logically; Seeking opportunities to build and maintain professional relationships; Approaching new projects with an open mind; Demonstrating empathy for coworkers and clients; Learning from mistakes and asking for help when needed; Persevering through challenges; Believing in the value created by diverse teams and adapting to a variety of working styles. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status, or any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr
    $77k-202k yearly 3d ago
  • Analyst, Transactions

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

    Boston, MA jobs

    Analyst, Transactions page is loaded## Analyst, Transactionslocations: Bostontime type: Full timeposted on: Posted Todayjob requisition id: R2137**Job Description Summary**For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest is an equal opportunity employer.This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The Analyst will serve as a member of the Transactions team supporting the investment function in investing capital as well as improving business operations. The role will have exposure to a wide range of activities surrounding the transaction closing process. This includes but is not limited to communication among relevant internal and external parties, supporting closing process and documentation, recording and reconciling transactions in our internal systems, and Know Your Client (KYC). This position will serve as a liaison with internal departments such as Legal, Accounting, Treasury, Tax, Compliance, and Portfolio Analytics, in addition to external parties, while observing all internal policies. The Analyst will support investments made from our offices in Boston, Toronto, London, Hong Kong, and Singapore. Prior experience with private equity, private credit, or corporate law firm would be an asset. Ability to provide notary services as a Notary Public of Massachusetts would also be an asset. This role is not focused on evaluating investment opportunities.## The ideal candidate is someone who is:* An exceptionally organized individual with an outstanding attention to detail* A team-player that is able to efficiently prioritize multiple projects and meet target dates with little direct supervision* Quick to develop a strong understanding of new systems, data relationships, and processes* Able to communicate professionally and confidentially with colleagues of all levels and across multiple teams## ## What you will do:* Coordinate documentation in support of investment execution (e.g., obtaining signatures, tax and compliance documents, wiring instructions, contact sheets)* Work closely across multiple groups and geographies to ensure compliance with all closing processes, internal documentation, and reporting procedures* Assist with the implementation of Transactions strategic initiatives, ad-hoc operational projects, and other aspects of group management* Maintain internal systems for planning and tracking investment closings for firmwide reference* Support associates/senior associates to facilitate and prepare the funding package for investments, ensuring that all requirements are satisfied completely, accurately, and in a timely manner* Reconcile discrepancies and work in internal systems and with internal business partners to ensure that appropriate information is entered in our systems accurately and completely* Track and upload transaction related legal and authorization documents* Prepare invoices for deal-related expenses and provide allocations for deal-related invoices received* Monitor incoming legal communications from General Partners* Provide Notary Public services* Other responsibilities as required## ## What you bring:* Proven problem-solving and analytical skills* Strong attention to detail* An ability to handle multiple projects* Excellent written and verbal communication skills* Experience working with Microsoft Excel, Word and PowerPoint* Prior experience with private markets or corporate law would be an asset## ## Education Preferred* Bachelor of Arts (B.A) or equivalent experience* Bachelor of Science (B.S) or equivalent experience**Experience*** 0-2 Years relevant experience preferred#LI-Hybrid**Salary Range**$70,000.00 - $90,000.00This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.HarbourVest is an independent, global private markets firm with over 43 years of experience and more than $146 billion of assets under management as of June 30, 2025. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,270 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $64 billion to newly-formed funds, completed over $66 billion in secondary purchases, and invested over $49 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities. #J-18808-Ljbffr
    $70k-90k yearly 5d ago
  • NetSuite Consulting Manager

    Rsm Us LLP 4.4company rating

    San Francisco, CA jobs

    NetSuite Consulting Manager page is loaded## NetSuite Consulting Managerlocations: San Diego: San Franciscotime type: Full timeposted on: Posted Todayjob requisition id: JR116718We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## **Responsibilities:*** ## Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have* ## Create High level solution implementation design and resolve deployment challenges* ## Analyze and validate enterprise business process and drivers to determine impact on solution and architectures* ## Determine appropriate future state architectures and mechanisms optimizing existing customer solutions* ## Negotiated and white board different strategies and approach with prospects and customers* ## At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* ## Maintain relationships with senior technologies in other departments/regions* ## Provide feedback on learning from involvement in project activity to further refine the target architecture Documentation on all designs and implementations should be completed according to the firm's standards* ## Manages the scope of the project and controls change management.## ## ## **Required Qualifications:*** ## 8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday* ## Strong understanding of Agile or Waterfall implementation methods* ## 5+ years deep understanding of business processes* ## Excellent Interpersonal and communication Skills* ## 5+ years' experience in accounting industry or project work that developed an understanding of accounting principles* ## Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications* ## Demonstrated initiative in researching and understanding the implications of emerging technology specific skills* ## Manage and configure MultiBook for multi-currency and multi-entity reporting. Oversee tax engine setup (Legacy and SuiteTax) and ensure accurate tax configurations for non-U.S. countries, with a strong emphasis on Europe and Asia* ## Implement and maintain localization settings for international compliance Design and manage intercompany processes, including NetSuite setup and inventory movements (PO/SO)* ## Drive financial consolidation and develop custom financial reports using NetSuite reporting tools* ## Ensure familiarity with e-invoicing concepts and compliance requirements* ## Collaborate with global teams to support tax and regulatory requirements across multiple jurisdictions* ## Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* ## Experience with complex system integrations* ## Intercompany transactions* ## Complex revenue Recognition rules such as ASC 606## At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, .At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $112,100 - $225,500Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr
    $112.1k-225.5k yearly 2d ago
  • Municipals Analyst

    Barclays 4.6company rating

    San Francisco, CA jobs

    Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents. To be successful as a Municipals Analyst, you should have experience with: Financial services, government, or related field Ample quantitative abilities Excellent written and verbal communication skills Multitasking while exhibiting a high level of attention to detail Understanding of finance and bond math Some other highly valued skills may include: Experience with DBC Finance Program Demonstrated interest in public policy Familiarity with and understanding of financial markets High level of energy, positive attitude, and mental curiosity You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills. This role is located in San Francisco, CA. This role is regulated by FINRA. Minimum Salary: $110,000 Maximum Salary: $125,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Purpose of the role To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis. Accountabilities Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities. Market research and analysis to identify industry trends, potential deal opportunities, and client needs. Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions. Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services. Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams in the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. #J-18808-Ljbffr
    $110k-125k yearly 5d ago
  • EPD Senior Technical Integrations Consultant

    Zip 4.7company rating

    San Francisco, CA jobs

    The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! *Please note if you are based in the San Francisco Bay Area, the expectation is to come into our downtown San Francisco office on a hybrid basis (3 days / week). If you are not located in the Bay Area, we are open to hiring someone remote in the United States. Your Role We're looking for an EPD Technical Solutions Consultant (E-TSC) to help build the technical foundation that powers Zip's ERP and integration ecosystem. This role focuses on internal technical enablement, template ownership, product partnership, and driving best-in-class standards across all of Zip's integration workflows. As Zip continues to scale rapidly across enterprise customers like Coinbase, Notion, Canva, Samsara, Snowflake, and Databricks, your impact will be foundational: creating reusable integration assets, improving developer experience, and ensuring every technical solutions consultant in the company can move faster with higher quality. You Will You'll work deeply with our Engineering, Product, and Design (EPD) teams to design, maintain, and iterate on Zip-owned ERP and integration templates that power scalable, repeatable customer implementations. Your work will directly influence how hundreds of future implementations are delivered, raising the technical bar for both our EPD and customer-facing technical consultant organizations. Own, maintain, and continually improve Zip's integration templates, ensuring they are consistent, scalable, and aligned with evolving product capabilities. Analyze customer implementations across diverse ERPs to identify reusable patterns and system nuances, converting them into standardized internal assets. Define, document, and champion technical solution consulting best practices, driving consistency and raising technical quality across all TSCs. Leverage your existing ERP or P2P experience to build fluency across additional ERP ecosystems. While you're not expected to know every system nuance on day one, you will become the subject matter expert on integration architecture, data models, and Zip's App Studio, building broad fluency across multiple ERP ecosystems. Own and deliver internal quality initiatives that improve template reusability, scalability, and implementation consistency across the TSC function. Collaborate with Engineers, PMs, Designers, and other TSCs to ensure templates stay aligned with product architecture, field insights, and emerging customer needs. Qualifications 4+ years experience integrating systems with ERP, P2P, Ticketing, CLM, and TPRM systems. Experience using iPaaS tools to configure integrations required. Experience working with XML / REST based endpoints and standard authentication protocols. Past ERP implementation, integration, configuration or administration experience is beneficial but not required. Ability to translate highly technical information for audiences with varying degrees of technical knowledge. Comfortable working with API documentation. Comfortable testing and troubleshooting integration errors. Able to understand customer requirements and document that information quickly, with little oversight. A continual learner and open to learning new technologies that Zip may integrate with in the future. Strong communication skills. Extreme attention to detail and pride yourself in being incredibly proactive. Experience working with product and engineering teams. Process-driven with a strong bias toward continuous improvement; you consistently look for opportunities to make systems better than you found them through systematic improvement. The salary range for this role is $130,000 - $170,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits 📈 Start-up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr
    $130k-170k yearly 4d ago
  • Private Wealth Consultant, Outsourced Advisory Solutions

    Capital Group 4.4company rating

    Lakewood, CO jobs

    "I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones Founded in 1931, Capital Group is one of the world's oldest and largest asset management firms with assets under management of $2.7 trillion. Its resources serve as the backbone of Capital Group Private Client Services (PCS), which originated in 1974 as the family office for Capital Group executives. PCS has since grown into a $38B business and its 40+ Private Wealth Advisors (PWAs) advise over 2,000 high net worth individuals and families. The Outsourced Advisory Solutions (OAS) team is responsible for enabling and enhancing connectivity between PCS and Capital Group's expansive financial advisor network, leveraging PCS' trust, resources and experience for the benefit of our partners and their high net worth clients. The OAS Private Wealth Consultant (PWC) has responsibility for leveraging the CG brand through the wholesaler, national account, and financial intermediary channels to attract and retain assets for PCS. The Private Wealth Consultant will grow OAS sales by partnering with Capital Group's sales force to help advisors close complex high net worth sales. The PWC will serve as a critical bridge between Capital Group's family office infrastructure and Capital Group's Wealth Management and Institutional Retirement business. "I can succeed as a Private Wealth Consultant, Outsourced Advisory Solutions at Capital Group." As a Private Wealth Consultant (PWC), you will lead the OAS sales process in your territory by partnering with the sales force to identify advisors who need help servicing the complex needs of high net worth households and working directly with advisors to close business. You will source new opportunities and you will own the sales process, working in close partnership with the OAS Relationship Managers for onboarding, due diligence, and development of custom solutions. "I am the person Capital Group is looking for." You have outstanding professional experience and industry knowledge, including a deep understanding of private wealth and financial advisor needs. You have a proven record of success as a leader in sales, with a demonstrated ability to build and nurture relationships with colleagues and external advisors. You are credible and influential, possessing strong executive presence and professional maturity. You are collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomes. You have a minimum of a Bachelors' degree, with additional designations CIMA, CFP, CFA or CPWA strongly preferred. Series 65 required. We are actively seeking candidates located in or near key markets across the Central United States-including cities like Dallas, Houston, Chicago, and surrounding areas. Base Salary Range: $150,000 - $175,000 "I can apply in less than 4 minutes." You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. "I can learn more about Capital Group." At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here . * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
    $150k-175k yearly 2d ago
  • NetSuite Consulting Manager

    Rsm Us LLP 4.4company rating

    Chicago, IL jobs

    Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* Manages the scope of the project and controls change management.**Required Qualifications:*** Bachelor's degree preferably in Accounting or Management information systems* 8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday* Strong understanding of Agile or Waterfall implementation methods* 5+ years deep understanding of business processes* Excellent Interpersonal and communication Skills* 5+ years' experience in accounting industry or project work that developed an understanding of accounting principals* Experience in developing key controls for SOX Compliance from a systems perspective a plus* Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications* Demonstrated initiative in researching and understanding the implications of emerging technology Specific Skills - Inventory & Mfg.* Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* Ecommerce transactions* Point of sale transactions* 3PL management* Experience with complex system integrations* Intercompany transactions* Specific Skills - Order processing* Worked in or experience implementing client with high volume orders and subscription-based orders Ecommerce, web orders* Complex revenue Recognition rules such as ASC 606 #J-18808-Ljbffr
    $99k-127k yearly est. 3d ago
  • Sr. Business Consultant

    Visa 4.5company rating

    San Francisco, CA jobs

    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams. The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives. This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team. Essential Functions: Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes. Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences. Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly. Develop insights driven communication for broad audiences, including executives. Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness Implement regular check ins with initiative teams using tollgate methodology. Support program milestone tracking and reporting. Organize transformation meetings and governance processes. Maintain progress reports and issue trackers. Assist in creating materials for Transformation Leadership Team Meetings. Work effectively with global, culturally diverse virtual teams. Champion organizational change. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus. Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making. Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.) Experience in program / project management in a transformation environment, experience in Finance transformation preferred Strong leadership and ability to influence without direct management of partners and stakeholders Ability to adapt quickly to changing priorities, assignments, and roles Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution Experience with program management and communications tools Strong attention to detail Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently Ability to anticipate issues before they arise and work to proactively support resolution Proven track record of driving results, even when faced with ambiguous circumstances Exceptional personal accountability and the highest of ethical standards Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 153,700.00 to 246,200.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
    $111k-141k yearly est. 3d ago
  • CRE RM Analyst

    Capital One 4.7company rating

    New York, NY jobs

    The Commercial Real Estate Relationship Manager - Senior Associate will work closely with Relationship Managers and Underwriters to evaluate proposed loans for credit risk and assist in the submission, structuring, negotiation and obtaining of approval for quotes. The individual will also perform other duties as necessary to support the goals and objectives of the Agency lending platform. Responsibilities: * Analyzing commercial loan requests, including but not limited to: reviewing pertinent market information, rent/sale comparables, capitalization rates, market vacancy, trends and other data necessary to evaluate loan opportunities * Complex financial modeling of commercial real estate transactions while evaluating, interpreting and summarizing the data * Working with Relationship Managers to structure deals and present to Agencies for formal quotes * Understanding and reviewing real estate documents (leases, loan documents, appraisals, etc.) to determine any potential issues and concerns * Learning all required credit concepts and major policy parameters * Learning all production analysis systems and applicable software applications; continuous learning related to credit risk and commercial real estate Basic Qualifications: * Bachelor's Degree or Military Experience * At least 2 years of experience in multifamily underwriting or agency underwriting or screening Preferred Qualifications: * Excellent written and oral communication skills * High level of proficiency in Google Suite or Microsoft Office At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $111,200 - $126,900 for CRE RM Analyst New York, NY: $121,300 - $138,400 for CRE RM Analyst Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $121.3k-138.4k yearly 2d ago
  • Divisional Wealth Management Consultant - Dallas, San Antonio & Austin

    Capital Group 4.4company rating

    Lakewood, CO jobs

    "I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Divisional Wealth Management Consultant at Capital Group." As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role as a DWMC will include educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales in the territory. You have a business-owner mindset, are self-motivated, and are someone who is structured and process-oriented. You are motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with Senior Sales Force members to identify opportunities for better investor outcomes. You will also need to have strong presentation skills in order to deliver individual, small and large group, and investor-based presentations. Approximately 60% of your time will be spent engaging your Financial Advisors in person and 40% of the time you will be engaging your Financial Advisors virtually. Territory: Texas (Dallas/San Antonio/ Austin and surrounding areas) "I am the person Capital Group is looking for." You have a degree in finance, economics, statistics, or a relevant field of study You have 3+ years of experience as an internal wholesaler and have spent a significant amount of time in front advisors and clients (virtual and or telephone) You preferably have experience managing your own sales territory where there was individual sales accountability You have a proven track record selling mutual funds, ETFs, and Retirement Plan products You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Backset, etc.) You are an excellent communicator including the ability to deliver persuasive, concise, and well-organized presentations and messages You're well-versed in synthesizing information and presenting it in a distilled manner * You have the following licenses: Series 7 and 66 or 7, 63, and 65 Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. "I can apply in less than 4 minutes." You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. "I can learn more about Capital Group." At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here . * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
    $75k yearly 3d ago
  • Wealth Consultant

    First Citizens 4.8company rating

    San Francisco, CA jobs

    The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served. Responsibilities Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events. Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve. Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients. Qualifications Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning Required License or Certification Type: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License Preferred Qualifications: Advanced Advisor/ Planning Designation Preferred The base pay for this position is generally between $210,000 to $300,000 per year. 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
    $72k-109k yearly est. 4d ago
  • CRA Analyst

    Cathay Bank-Headquarters 4.4company rating

    El Monte, CA jobs

    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. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Provide overall analytical support for the department ensuring that Community Reinvestment Act (CRA) loans are correctly identified, evaluated, and maintained. Responsible for the completion of reports that monitor and track CRA performance for small business and community development loans. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank. ESSENTIAL FUNCTIONS Review lending data to identify and qualify loans reportable under the CRA (both small business and community development loans). Input and prepare data into Ncontracts data collection software for internal review and annual submission with precision. Assist in reviewing CRA compliance data that conforms to internal policy and procedures and external regulations. Prepare and maintain Community Development Loans Spreadsheet. Review the Downpayment Assistance Program (DAP) Grants for Director of Community Development/designee's approval. Perform for Director of Community Development/designee's approval the monthly Suspense GL Certification of DAP grants for submission to the Controller's Dept. Coordinate participation in Federal Home Loan Bank Board (FHLB) Workforce Initiative Subsidy for Homeownership (WISH) lending program and review documentation to ensure that loans qualify for reimbursement from the FHLB. Coordinate participation in FHLB's community programs, such as, the Middle-Income Downpayment Assistance, Access to Housing and Economic Assistance for Development (AHEAD), and the Empowering Black Homeownership matching grant program. Monitor reports and assist in the preparation of quarterly reports, self-assessment, and strategic plan. Provide Lending Status Reports for Director of Community Development and regional managers. Assist with the maintenance of CRA information updates - Intranet, Public File, Bulletin, forms and charts. Assist with CRA activity performance tracking in other areas as needed. Complete assigned training courses in a timely manner. QUALIFICATIONS Education: Bachelor's Degree preferably in Business, Accounting, or Finance preferred. Experience: Minimum one year of banking experience required; prior lending experience strongly preferred. Some working knowledge of accounting or commercial loan underwriting. Knowledge of CRA data collection software and SharePoint preferred but not required. Skills & Ability: Strong computer skills; proficient with Microsoft Office products. Good organizational and analytical skills. Good verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Highly enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities. Ability to work independently and meet deadlines. OTHER DETAILS $26.44 - $32.69 / hour 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 Affirmative 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 Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** 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.
    $26.4-32.7 hourly 3d ago
  • PLEXOS Modeling Consultant

    Energy & Environmental Investments 3.7company rating

    Associate consultant job at Energy & Environmental Investments

    Why You Should Join the E3 Team When you join the E3 team, you will be working on some of the most important energy issues with some of the top minds in the industry. We help shape energy and climate policy, play vital roles in regulatory proceedings, advise executives, and inform investment and planning selections. At E3, you will be challenged and inspired. Who We Are Founded in 1989, Energy + Environmental Economics (E3) is a growing energy consulting firm that helps utilities, regulators, policy makers, developers, and investors make the most educated strategic decisions possible as they implement new public policies, deploy and develop new technologies, and address customers' shifting expectations. We have offices in San Francisco, New York City, Boston, Denver, and Calgary. Because E3 works with customers from all sectors of the electricity industry, we provide a 360-degree knowledge of markets, planning, policy, regulation, and environmental factors. Just as important, we are driven to deliver clear, unbiased evaluations that help customers make informed decisions. E3 works on high-profile, high-impact projects in jurisdictions that spearhead the implementation of clean energy policy. In California, Hawaii, and New York, we are advising state agencies and regulators about how to implement clean energy policies with an emphasis on customer incentives and markets. E3 has a growing team of skilled PLEXOS modelers. We work together to pursue innovative approaches to apply production simulation (ST) and capacity expansion (LT) tools to our clients' cutting-edge operational and planning questions and to develop our own industry-leading forecasts of long-term evolution of major U.S. and Canadian power markets. About You We look for people who combine strong analytical dexterity and/or policy experience with integrity and a passion for energy. Our Consultants love to examine, research, and offer creative solutions to some of the most elaborate and important energy issues of the day. You bring curiosity, thrive in a rigorous and quantitative solution-finding environment, take a proactive approach to assist the team, and are practiced at clearly presenting information to a variety of stakeholders. We seek those that are inquisitive and look at all sides of an issue to make informed recommendations with confidence and clarity. You pride yourself in your attention to detail and your organizational techniques help you create and actualize work plans that are efficient while delivering an elevated level of guidance to serve our customers. The Work The Consultant is a vital contributor to our team and project work. The position assists and/or spearheads client-facing interactions and plays an engaged role in identifying the approach and methods for project tasks. Our consultants direct workstreams within projects and contribute heavily to written reports and papers. Our consultants have the opportunity to deliver findings and summaries to customers, making presentations and replying to questions. Duties will grow to include more elaborate investigative tasks, core QA/QC of products, and becoming a technical head on various project needs and/or a flagship modeling tool. Practice Areas We're highly collaborative, but everyone is encouraged to pursue their own practice areas of interest. At E3, our Practice Areas include: - Climate Pathways and Electrification - Asset Valuation, Transmission, and Markets - Integrated System Planning General - Hours: Full Time - Type: Exempt - Practice Area: Open - Travel: 0-10%% - Office Location: Hybrid work schedule from our office in downtown San Francisco, New York, Boston, Calgary or Denver Work Environment E3 allows employees to enjoy a hybrid and flexible work environment that adapts to the changing needs of projects. We thrive in a strong collaborative office-based working environment but also adapt to remote work when flexibility is needed. Employees must be able to work for extended hours in front of a computer screen and conduct meetings on the telephone and virtually. Responsibilities Develop PLEXOS production simulation (ST) and/or capacity expansion (LT) models that address client-specific questions and/or forecast future market fundamentals over a multi-year period Strategize on best modeling approaches to tackle specific questions and discuss the analysis plan with our expert PLEXOS modeling team and project leads Gather relevant data from clients and a range of available sources and translate this information to be represented and modeled accurately Apply core QA/QC best practices to debug simulation cases, view and critically assess results, refine model setup and cases, and recommend additional scenarios to explore Translate results of simulation cases and research into clear visual representations Make modifications to existing E3 cases and tools to improve functionality and/or efficiency Assist the delivery of customer work through modeling, developing presentations, writing and preparing entire subsections of reports and papers, and helping with additional customer requests Conduct independent research using your ingenuity and curiosity to make reasonable assumptions and produce appropriate solutions, at times with incomplete information. Deliver sections of presentations to customers and reply to questions Proactively track actual performance of work performed against the established plan, with ongoing communication with the Director or Manager Capture project learnings and repeatable products and work samples for future use according to knowledge management processes Assist in proposal writing as needed Assist with internal initiatives as needed Requirements 1-3 years of experience using PLEXOS software for production simulation (ST) and/or capacity expansion (LT) applications Master's degree or Ph.D. in engineering, economics, computer science, optimization, public policy or related field 3-5+ years of related experience in an energy-related field Detailed-oriented approach to designing models and critically assessing results Prior experience specifically addressing renewable energy and climate change issues and/or demonstrated advanced-level academic related project work Demonstrated hands-on experience, academic project work, or extensive knowledge in or related to one of our Practice Areas: Climate Pathways and Electrification, Asset Valuation, Transmission, and Markets and Integrated System Planning. You work collaboratively and help each member of your team to do their finest work, aware that each brings different experiences to the table You find joy in translating technical concepts to broader audiences You take ownership of your work, proactively seeking out answers to questions and enjoy finding creative solutions to issues you encounter Aptitude to write and communicate clearly Passionate about the transition to a low-carbon economy Demonstrated success guiding ideas, people, and projects Strong organizational and time management techniques High fluency in Microsoft Excel and PowerPoint; programming knowledge and experience are also valued Desire to work in a dynamic office environment with other staff Things that Set You Apart Prior experience specifically addressing energy and climate change issues Significant project management experience You believe it is essential to achieve a transition to a low-carbon economy and love thinking about the future of energy You work collaboratively and help each member of your team to do their finest work, aware that each brings different experiences, techniques, and qualifications to the table You enjoy translating technical concepts to a broader audience You take ownership of your work, proactively seeking out answers to questions and enjoy finding creative solutions to issues you encounter E3's Commitment to You E3 provides abundant opportunities for professional growth and invests significantly in employee development. Right from the start, our team works hard to provide you with a customized multi-week onboarding experience where you will meet with colleagues, Partners, and your own mentor. Every fall, all new hires attend E3's proprietary internally developed 22-course training program which broadens your foundational industry-specific knowledge as well as develops those skills essential to being a great consultant. E3 also provides every employee with an annual professional development stipend, opportunities to attend conferences, and personalized career development at every stage of your employment. E3 actively supports the advancement of each member of the PLEXOS modeling team through close guidance by our in-house PLEXOS experts and customized training to make all of our team further their modeling skills and become continually better at recognizing challenges and finding solutions. In addition, E3 offers employees a broad, best-in-class range of benefits and supportive perks to support you both personally and professionally. Some benefits include: - Base and bonus commensurate with experience and performance - Exceptional benefits such as medical, dental, and vision insurance plans - 401(k) with corporate match - Flexible Paid Time Off plus standard company holidays - Short-term and long-term disability - Group life insurance - Health Savings Accounts and Flexible Spending Accounts, - Fitness and wellness corporate discounts and fitness stipend - Professional Development annual stipend Hiring Process and Timeline Finding new team members that are a good fit is important to us, so we spend significant time in our recruiting process evaluating candidates. Qualified candidates can expect a phone interview, to engage in a technical exercise and associated interview, and a final set of interviews. Our process takes around 6-8 weeks to complete. E3 is seeking to hire consultants throughout the year and are prepared to make offers to candidates months in advance of their start date. EEO Non-Discrimination and ADA Reasonable Accommodation Statement Applicants are considered for all positions without regard to race, color, creed, religion, age, national origin, alienage or citizenship status, gender, sexual orientation, gender identity, marital or partnership status, disability, military status, veteran status, pregnancy or predisposing genetic characteristics. Willdan does not discriminate on the basis of physical or mental disability where the essential functions of the job can be reasonably accommodated. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. If you need reasonable accommodation for any part of the application and hiring process, please notify us. Willdan Group Inc. participates in E-Verify
    $82k-113k yearly est. Auto-Apply 60d+ ago

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