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Ernst & Young jobs in Charlotte, NC - 1169 jobs

  • Indirect Tax-Global Trade Operations-Senior Manager

    EY 4.7company rating

    EY job in Charlotte, NC

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Do you want an exciting international career providing global trade advisory services at one of the world's most globally integrated professional accounting firms? Here is your chance. We are looking for experienced manager candidates with the requisite global trade knowledge and client-facing skill set who want a great career path in a rapidly expanding business. **The opportunity** As a Senior Manager in our Global Trade practice, you will use your experience and technical knowledge to be a leader of the U.S. duty drawback program, focusing your responsibility for the programs ongoing development, management and growth of the service offering. The role will oversee the preparation and filing drawback claims in strict compliance with all applicable U.S. Customs and Border Protection (CBP) regulations. The role will require proactive development of new client relationships with those executives responsible for the management of global trade functional areas within their companies. **Your key responsibilities** **Client Delivery & Technical Leadership** + Lead and oversee end-to-end drawback programs: opportunity assessments, scoping, data diagnostics, rule mapping, claim build, filings, and accelerated payment readiness. + Interpret and apply 19 CFR Part 190 (TFTEA), including substitution standards, manufacturing drawback, unused/returned merchandise, rejected merchandise, and waste/by‑product treatment. + Design methodology for commercial interchangeability and substitution under TFTEA; establish defensible correlation across HTS classifications, specifications, and supply chain documentation. + Architect data models linking import entries (CBP/ACE) to exports (AES), bills of materials, production records, inventory movements, and sales-ensuring auditability and chain-of-custody. + Manage claim calculations, duty/tax/fee components (including MPF, HMF where applicable), timelines, and retroactive lookback periods; oversee reconciliation and prior disclosure strategies when appropriate. + Prepare clients for CBP audits, exams, and desk reviews; draft and review technical memos, legal/regulatory interpretations, and internal controls documentation. + Drive process automation (e.g., Alteryx/SQL/Python), dashboards (Power BI/Tableau), and ACE data extraction workflows to improve accuracy and throughput. **Go‑to‑Market & Growth** + Drive the firm's duty drawback value proposition: develop thought leadership, solution collateral, pricing models, and delivery playbooks. + Partner with industry teams (Consumer, Retail, Industrials, Automotive, Life Sciences, Technology, Chemicals) to tailor sector-specific methodologies. + Lead pursuits: discovery, proposal writing, oral presentations, scoping, and contracting; meet or exceed bookings, margin, and utilization targets. **Practice Building & People Leadership** + Build and mentor a diverse team of customs professionals, data analysts, and project managers; set performance expectations and coach for growth. + Implement delivery standards (PMO discipline, QA/QC, documentation, knowledge management) and reusable assets to enable scale. + Foster a culture of ethics and compliance; reinforce CBP, BIS, OFAC awareness and escalation protocols. **Risk & Quality** + Establish robust internal controls for drawback programs: data governance, segregation of duties, exception handling, and version control. + Conduct pre‑filing reviews, root-cause analysis on claim denials, and remediation plans; maintain a risk register and issue log. **Skills and attributes for success** + Staying current on global trade developments and work to develop new and innovative service offerings that can deliver value to our clients + The ability to proactively engage clients to describe and market our value-added global trade services and deliver high-quality project deliverables + Successful project management experience with excellent organizational skills, strong motivation, and a positive attitude; delivering a quality work product each and every time + Supervising a motivated team of professionals; supporting them in the development of the skills, knowledge and opportunities to reach their full potential + Experience in the market generating revenue from a new and existing client base **To qualify for the role you must have** + Bachelor's degree and either a JD, CPA or a U.S. Customs broker license + Approximately 10 or more years of related work experience in industry, a professional services firm, a Fortune 500 company or a major importer or exporter + Deep technical knowledge of global customs, import and export topics; such as valuation, classification, country of origin, free-trade agreements, export controls, licensing, trade sanctions, etc. + Travel is likely to be required; percentage will depend on location, skill set and individual projects **Ideally, you'll also have** + Experience in professional services together with the ability to listen to a client's needs and develop a value proposition to expand new business + Experience with the U.S. Customs and Border Protection, Bureau of Industry and Security, Office of Foreign Assets Control, or the Directorate of Defense Trade Controls + Foreign language capabilities encouraged **What we look for** We're interested in people that will lead client projects and appropriately delegate tasks to a qualified support team. You'll have the ability to manage multiple client projects and delegate work appropriately to team members across our national and global practice. If you're ready to further build on your reputation as a professional advisor in the global trade space, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $135,000 to $308,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $162,100 to $350,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $88k-123k yearly est. 36d ago
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  • Strategic Procurement Advisor (Associate Director)

    EY 4.7company rating

    EY job in Charlotte, NC

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **The opportunity** The Strategic Procurement Advisor (SPA) creates and drives strategic relationships with client procurement teams, specifically the CPO, to positively position EY for competitive and sole source revenue generating opportunities and other account expansion activities. The SPA develops relationships with client procurement, at strategic and tactical levels as required, to become the "go-to EY resource" for influencing client procurement. By positively influencing client procurement teams, the SPA will assist the Global Client Services Partner (GCSP), Client Executive (CE), and other Service Line and Sector leaders to better understand the client procurement organization, its processes and nuances, and bridge gaps in communication required to successfully close new business opportunities. Sample activities for the SPA include face-to-face relationship building opportunities with clients including C-level client roles, participating in account planning workshops, virtual networking with client procurement teams and timely introductions of new offerings throughout the client ecosystem leveraging client procurement introductions. With a focus on the most complex deals and/or business situations, the SPA will collaborate with the Pursuit & Commercial Excellence (P&CE) teams, account teams, CEs, and GCSPs to support new and existing key client relationships. A key element of the SPA role is to have the ability to thrive in new and unfamiliar environments, as each client situation is different, and navigate the client's behavior and tactics to drive business development through strategic influence of client procurement. The SPA over time acts as EY's "Client Procurement Whisperer." The individual SPA position is also responsible for conducting training and coaching sessions for P&CE and and account team members on Procurement COE topics to expand EY broader audience education efforts. **Your key responsibilities** + Responsible for collaboration with P&CE leaders, GCSPs and account managers to help develop a plan that prioritizes accounts and opportunities where SPA's services can help to drive revenue and improve profitability through client procurement relationships + Leads efforts with account teams to develop and execute negotiation strategies and activities necessary to achieve revenue growth with new and existing client accounts. Sample activities may include assess client procurement relationships using EY power map methodology, analyze contractual terms, pricing and scoping issues so EY can improve competitive position + Provides strategic guidance to GCSPs and account managers before and during negotiations for favorable impact; assists and advice on account related tangibles, such as Master Services Agreements (MSA), Rate Cards, Preferred Provider Programs, Supplier Enabled Innovation, etc. detailing essential information related to scope of services and associated terms and conditions + Assesses coaching needs, develops and executes training approaches and drives business meetings to develop partners, engagement leads and other account team members regarding key negotiating talents needed to support the pursuit and to win the client engagement + Directs internal training sessions/workshops for diverse audiences within P&CE, Sector, and Service Lines; assorted topics could include collaboration with P&CE SPI Group, P&CE Negotiations Group and others for overview/service offerings, negotiation preparation/strategies, coaching on client discussion (e.g., script writing), contractual terms and conditions development strategies, etc. + Oversees and collaborates with account teams to provide strategic guidance during the development of EY's response to Request for Proposals (RFPs) leveraging intelligence gleaned through client procurement channels + Partners with account team to sustain and/or expand existing client procurement relationships; understand client expectations by developing key onsite relationships with senior level client executives, understanding the client decision-making process and helping them see how EY is supporting them + Collaborates closely with cross-functional teams to understand clients' procurement needs, objectives, and expectations, and advises teams on how client procurement translates them into strategic procurement strategies + Acts as a primary point of contact for client Procurement organizations, building and nurturing strong relationships that lead to long-term partnerships and mutual growth + Leads discussions with client Procurement teams to understand their unique requirements and align our solutions to their business goals + Conducts thorough market analysis to provide insights to client procurement organizations on emerging trends, potential risks, and opportunities for strategic sourcing + Leads negotiations with client Procurement teams to secure favorable terms, pricing, and conditions, while maintaining trust and fostering collaboration + Establishes credible relationships and becomes a trusted advisor to client procurement teams, specifically the CPO + Provides expert guidance to clients on procurement best practices, supplier selection, contract management, and sustainability initiatives + Monitors and measures the success of procurement strategies, gathering feedback from client procurement and continuously improving our approach + Stays informed about industry regulations, compliance requirements, and ethical procurement practices to ensure our engagements adhere to relevant standards **Skills and attributes for success** **Ideally, you'll also have** + In-depth experience and understanding of the Procurement landscape, IT and business process services marketplace, including managed services model, and strategic industry trends (e.g., cost drivers, levers, competitive situations, legal terms and conditions) + In-depth procurement and negotiations background as well as direct negotiation experience + Knowledge of business and management principles involved in strategic account planning and business development + Knowledge of impacting laws, legal codes, precedents, and government regulations that could impact business decisions and contract terms and conditions + Strong teaming and negotiating skills persuading others to agree to pricing, terms and frameworks beneficial to the Firm + Effectively communicates verbally and in writing to clearly articulate key information and insights + Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems + Keen judgment and decision making skills; considers the relative costs and benefits of potential actions to choose the most appropriate one **What we look for** We are looking for you to make a significant contribution to Deal Activation in America. You will bring new thinking, energy and enthusiasm alongside expertise in deal management to a team that's contributing to EY's new global strategy. We are seeking a highly skilled and motivated Strategic Procurement Advisor (SPA) to join our team, focusing on client engagement and interactions with client Procurement organizations. As a Strategic Procurement Advisor, you will serve as a key liaison between our organization and our clients, ensuring seamless collaboration, strategic alignment, and exceptional client service. Leveraging your expertise in procurement, negotiation, and client relationship management, you will play a critical role in driving successful interactions with client Procurement teams. This role offers an exciting opportunity to contribute to our clients' success while influencing our organization's growth through strategic procurement advisory. We foster a diverse and inclusive work environment where innovation and collaboration thrive. If you are a strategic thinker with a passion for delivering exceptional client experiences and influencing successful outcomes, we invite you to join us in shaping our clients' and organization's future success. + Minimum 10 years of progressive experience in procurement, strategic sourcing, supplier management, and Business Development with a proven track record of successful client engagement + Exceptional negotiation skills, with the ability to lead high-stakes negotiations and maintain collaborative relationships with client Procurement teams + In-depth knowledge of procurement of best practices, market trends, and client relationship management + Speaker at Procurement Industry events and has CPO connections + Excellent interpersonal and communication skills, with the ability to effectively convey complex information to diverse stakeholders + Proficiency in procurement software and tools, as well as Microsoft Office Suite + A customer-focused mindset with a commitment to exceeding client expectations + Demonstrated commitment to ethical procurement practices and sustainability initiatives + Proven ability to work in a collaborative environment and build strong relationships internally and externally + Previous experience in consulting or advisory roles. + client negotiation and/or business development experience in the professional services and solutions arena, A proven record for negotiating and selling complex services and solutions at the "C-suite" level of mid to large size companies + Experience working in a large complex global organization + Experience leading and managing high-performance teams + Candidates should possess experience in artificial intelligence (AI) technologies and applications, demonstrating the ability to leverage AI tools to enhance business processes and decision-making." + Proven ability to influence and build collaborative relationships with a wide range of stakeholders + Bachelor of Arts (BA) or Science (BS) degree (in related discipline, I.e., Business, Supply Chain Management, or related field recommended) + Advanced degree preferred (I.e., Masters) **Certifications** + Purchasing/Procurement certification or relevant certification (e.g., CSCP, CPSM) is preferred **Other Requirements** + Depending on client location / regional geography, some travel may be required, as well as attending leadership meetings / training. + Internal and external obligations may require working after normal business hours + Experience leading virtual teams and know how to draw the best from others, embracing differences and encouraging diversity for successful outcomes + Strong interpersonal, communication and writing skills **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $160,000 to $308,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $192,000 to $350,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $73k-112k yearly est. 60d+ ago
  • Epic Consultant, Senior Associate:Epic Certified (ODBA, ECSA, Data Courier, Chronicles)

    PwC 4.8company rating

    Charlotte, NC job

    Industry/Sector Health Services Specialism Operations Management Level Senior Associate At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In Epic consulting at PwC, you will specialise in providing consulting services for Epic software solutions. Your work will involve possessing in-depth knowledge of Epic applications and assisting clients in optimising operational efficiency through analysis, implementation, training, and support. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Respond effectively to the diverse perspectives, needs, and feelings of others. * Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. * Use critical thinking to break down complex concepts. * Understand the broader objectives of your project or role and how your work fits into the overall strategy. * Develop a deeper understanding of the business context and how it is changing. * Use reflection to develop self awareness, enhance strengths and address development areas. * Interpret data to inform insights and recommendations. * Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Epic Consulting team, you will design, install, maintain, troubleshoot, and enhance database instances for a modern healthcare IT ecosystem. As a Senior Associate, you will analyze complex problems, mentor junior team members, and maintain standards while building meaningful client connections. This role offers the chance to work with innovative technologies and contribute to impactful solutions that improve healthcare delivery. Responsibilities * Design and enhance database instances for healthcare IT systems * Troubleshoot and maintain operational databases across various environments * Mentor junior team members to enhance their technical skills * Evaluate and integrate new database versions and hardware * Provide technical guidance during system migrations and transitions * Collaborate with stakeholders to secure system performance and reliability * Analyze complex issues to develop practical solutions * Uphold rigorous standards of quality in every deliverable What You Must Have * Bachelor's Degree * At least 4 years of experience in database management * Epic ODBA, Epic ECSA, Data Courier Certification, and/or Chronicles Certification What Sets You Apart * Bachelor's Degree in Health Administration, Business Administration/Management preferred * Experience with cloud services and security infrastructure * Managing and optimizing database instances and applications * Communicating technical issues in simple terms * Demonstrating innovative problem-solving skills * Providing mentorship and team leadership * Prioritizing workloads and managing multiple projects * Knowledge of patient care databases and financial applications * Skilled in database administration and integration Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. 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: ***********************************
    $77k-202k yearly Auto-Apply 15d ago
  • Physician Specialist - Social, Healthcare and Public Entities

    McKinsey 4.6company rating

    Charlotte, NC job

    Driving lasting impact and building long-term capabilities with our clients is not easy work. You are the kind of person who thrives in a high performance/high reward culture - doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward. In return for your drive, determination, and curiosity, we'll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues-at all levels-will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you'll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won't find anywhere else. When you join us, you will have: * Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast-paced learning experience, owning your journey. * A voice that matters: From day one, we value your ideas and contributions. You'll make a tangible impact by offering innovative ideas and practical solutions, all while upholding our unwavering commitment to ethics and integrity. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes. * Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm's diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you'll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences. * World-class benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well-being for you and your family. You will participate in client engagements focused on healthcare value, including the development of clinical policy improvement solutions and innovative payment models with the goal of making healthcare better, more affordable, and more accessible for millions of people around the world. In this role, you will participate in and, in some cases, lead the development of recommendations and advise teams on evidence-based medicine, clinical practice, and healthcare policies. You will also represent the Clinical and Risk Excellence (CARE) team, together with other senior McKinsey colleagues, in public-facing forums including conferences and expert panels and engage in authorship of the Healthcare Practice's related articles for peer-review and other external publications. You'll work in teams of typically 3-5 consultants, playing an active role in all aspects of client engagement. This includes gathering and analyzing information, formulating, and testing hypotheses, and developing and communicating recommendations. You'll also present results to client management and implement recommendations in collaboration with client team members. You will serve on client project teams alongside traditional consultants, gaining broad exposure to health care businesses and business problems. You will receive extensive day-to-day mentorship and apprenticeship from senior consultants. The Social, Healthcare and Public Entities (SHaPE) Practice is one of 10 industry practices within the firm and has a mission of measurably improving individuals' lives, livelihoods and health and creating safer and more just communities around the world. SHaPE serves governments, donors, healthcare payors/providers and non-governmental organizations on topics including health, public finance, education, defense, economic development and beyond. Specifically, this role will be within McKinsey's CARE Domain which aims to deepen impact and rigor of our analytics and client service with clinical experience and intelligence and transform lives by creating new capabilities to enable value-based care. You will be working with McKinsey data scientists, engineers, clinician leaders and client teams who are bringing solutions and capabilities for stakeholders across the healthcare ecosystem. McKinsey's Social, Healthcare and Public Entities Practice fosters innovation driven by advanced analytics, user experience design thinking, predictive forecasting, and new product development. We are a community of entrepreneurs within McKinsey dedicated to using technology to accelerate meaningful impact for our clients. Through self-service access to analytics and data, software as a service solution, strategic acquisitions, and a vibrant ecosystem of alliances, we are redefining what it means to work with McKinsey. Our capabilities are foundational to multiple high-profile initiatives and have been core to the practice in delivering organization wide transformation programs for payors (public and private) and providers. The team has grown to 300+ colleagues globally over the last four years. It is a unique mix of healthcare experts, physicians, statisticians, engineers, data scientists, and more. * Clinician (e.g., MD/DO/RN) degree and clinical experience required. * Experience in nephrology, women's health, or oncology strongly preferred * Clinical practice experience; residency included. * Experience with population health quality metrics including healthcare outcomes, health plans and provider networks is a plus * Ability to counsel and influence senior clinical business leaders (e.g., CMOs) * Good steward of resources, with a track record of using resources effectively * Willingness to travel up to 80% and ability to work or attend meetings outside of traditional business hours or take on projects with limited or no notice at times
    $151k-223k yearly est. 14d ago
  • USA - Tax - Global Compliance and Reporting - Business Tax Compliance - Intern - Summer 2026

    EY 4.7company rating

    EY job in Charlotte, NC

    1675879 IL-Chicago, NC-Charlotte, NY-New York apply **________** At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Will you shape the future or will the future shape you?** **_________** **USA - Tax - Global Compliance & Reporting (GCR) - Business Tax Compliance - Intern - Summer 2026** **The opportunity** Join our dynamic EY Tax team, where our global expertise and deep technical knowledge across all tax disciplines are enhanced by the latest in innovation and cutting-edge technology. We pride ourselves on exceptional client service, strong accountability, and governance, making us the top choice for industry executives and the largest revenue-generating US and global tax practice. Our Global Compliance and Reporting (GCR) team focuses on the integration of key finance and tax processes to meet statutory financial and tax filing requirements worldwide. Our professionals offer a market-leading approach that merges local compliance expertise with a standardized global process and innovative web-based tools. Embrace our next-generation model that emphasizes global data management, enabling centralized data reuse across the financial supply chain and reducing manual efforts for accuracy and efficiency. **Your Key Responsibilities** Depending on your unique skills and ambitions, you could be supporting various client projects, from assisting in the production of leading practice MS SQL Server, SharePoint and MS Power BI solutions, to implementing third-party tax applications, to supporting and automating internal and external operations of multinational tax departments. Whatever you find yourself doing, you will contribute and help toward developing a highly trained team, all the while handling activities with a focus on quality and commercial value. This is a highly regulated industry, so it is all about maintaining our reputation as trusted advisors by taking on bold initiatives and owning new challenges. **As an Intern in the Business Tax Compliance practice, your responsibilities may include:** + Taking ownership of assigned tasks and monitoring them until completion, including documenting requirements, configuration, testing, debugging, project profitability, and tax systems and process configuration + Identifying ways to automate manual tasks using existing financial or tax systems and emerging technologies + Consolidating tax data to make analysis and planning more efficient + Improving reporting capabilities to enhance our clients' ability to evaluate risk and capitalize on opportunities **Skills and attributes for success** **To qualify for the role, you must have** + A predicted undergraduate or graduate degree in Finance, Economics, Management Information Systems, Computer Science, Business Administration, or a related field; supported by a strong academic record. + A strong interest in technology and its use in business processes + Excellent communication and business writing skills + A natural flair for problem solving and an entrepreneurial approach to work + Strong organizational and time management skills, with exceptional client-serving consulting skills + Demonstrated ability to capture and synthesize business requirements + The ability and willingness to travel and work in excess of standard hours when necessary. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations. + Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations. **Ideally, you will have** + A relevant professional certification (Microsoft/SAP/Product Manager ), or plans to attain those mentioned. + Project management certification (PMI or equivalent), and/or Lean Six Sigma yellow belt or higher preferred (in process of certification is a plus if not yet achieved). + Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot. Please note this position is not able to consider candidates with an Accounting major who have plans to pursue the CPA. CPA-track candidates with an interest in Tax should explore opportunities in the 360 Careers Diversified Staff Group ; you can learn more about the 360 Careers Experience here. **__________** Are you ready to shape your future with confidence? Apply today. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The hourly pay range for this job, in the US, is $36.06-$45.19 per hour. Individual salaries are based on education, geographic location, and alignment to the market data. + If you join EY full time after your internship, we offer a competitive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. In addition, our Total Rewards package for full time hires includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being **We value your application** - To make the most of your application experience,please limit yourself to two applications within a six-month period. - Applications to EY are reviewed by a dedicated member of our early careers team. - You may receive outreach from an EY Recruiter to discuss your application and interests. **Are you ready to shape your future with confidence? Apply today.** To learn more about our anticipated application deadlines, please visit thislink (***************************************** . For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY** | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $36.1-45.2 hourly 4d ago
  • USA - Consulting - Transformation Architecture and Delivery - Intern - Summer 2026

    EY 4.7company rating

    EY job in Charlotte, NC

    1676652 CA-Los Angeles, CA-San Francisco, CO-Denver, FL-Miami, FL-Orlando, FL-Tampa, GA-Atlanta, IL-Chicago, MN-Minneapolis, NC-Charlotte, NJ-Hoboken, NY-New York, PA-Philadelphia, TX-Dallas, TX-Houston, VA-McLean, WA-Seattle apply **________** At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Will you shape the future or will the future shape you?** **_________** **USA - Consulting - Transformation Architecture and Delivery - Intern - Summer 2026** **The opportunity** EY's Transformation Architecture and Delivery practice offers a dynamic career path for professionals passionate about solving complex business, technology, and infrastructure challenges. As an Intern, you'll play a key role in supporting transformation initiatives that align with strategic goals, helping clients bridge the gap between strategy and execution. You'll contribute to the design and delivery of business and solution architecture frameworks, program management approaches, and value realization structures. Your work will support the implementation of: Enterprise Transformation and Governance: Direct strategic transformation programs using TMO/PMO frameworks. Apply Agile methodologies (SAFe, Scrum) to manage risk and resources across workstreams. Establish governance models and portfolio strategies that align with organizational objectives. Technology Enablement and Process Optimization: Design and implement operating models and improved processes leveraging AI, LLM, and RPA technologies within environments such as SAP, ServiceNow, Salesforce, Cloud, or ERP. Drive cost optimization and advanced data modeling to enhance performance and scalability. Value Realization and Business Case Development: Develop compelling business cases and ideation frameworks to secure executive buy-in for $1M+ initiatives. Ensure measurable value realization through performance management and storytelling techniques. Stakeholder Management and Executive Advisory: Direct strategies for adopting large-scale transformations, advising C-Suite leaders and facilitating organizational workshops and executive communications to align stakeholders and accelerate adoption. **Your key responsibilities** + Support the design and delivery of business processes, solution architecture, and underlying AI and technology frameworks. + Support the design and delivery of business processes, solution architecture, and underlying AI and technology frameworks. + Assist in the setup and operation of transformation management structures (TMO, VMO, EPMO). + Contribute to road mapping, maturity assessments, and value tracking. + Help manage project timelines and quality standards using Agile and Waterfall methodologies. + Participate in the delivery of complex technical initiatives and transformation programs. + Actively participate in client working sessions. **Skills and attributes for success** To qualify for the role, you must have + Currently pursuing an undergrad or master's degree in Computer Systems, Engineering, Economics, Business, or a relevant discipline, supported by a strong academic record. + Exceptional communication and interpersonal skills, ensuring clear and effective interactions with team members and clients. + Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations. + The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs. Ideally, you will have + A purpose-driven and growth-oriented professional with a passion for learning, a collaborative mindset, and a proven ability to innovate, adapt, and leverage technology to drive meaningful change in dynamic business environments. + Proven analytical and problem-solving skills with a strong academic foundation in business and/or technology and demonstrated ability to evaluate complex issues and develop effective solutions. + ERP or AI/Data Fabric implementations or central data office understanding. + Pursuing certifications such as PMP, Six Sigma, or Agile-related credentials. + Familiarity with change management and delivery methodologies. + Adaptability and flexibility in a fast-paced environment. + Effective stakeholder engagement skills. **__________** **Are you ready to shape your future with confidence? Apply today.** **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The hourly pay range for this job, in the US, is $35.63-$40.19 per hour. Individual salaries are based on education, geographic location, and alignment to the market data. + If you join EY full time after your internship, we offer a competitive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. In addition, our Total Rewards package for full time hires includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **We value your application** + To make the most of your application experience,please limit yourself to two applications within a six-month period. + Applications to EY are reviewed by a dedicated member of our early careers team. + You may receive outreach from an EY Recruiter to discuss your application and interests. **Are you ready to shape your future with confidence? Apply today.** To learn more about our anticipated application deadlines, please visit this link (***************************************** . For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY** | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $35.6-40.2 hourly 4d ago
  • Digital Lab Transformation - Senior Consultant - Life Sciences (LIMS)

    EY 4.7company rating

    EY job in Charlotte, NC

    Location: Atlanta, Austin, Baltimore, Boston, Charlotte, Chicago, Cleveland, Dallas, Detroit, Pittsburgh, Hartford, Hoboken, Houston, McLean, New York, Philadelphia, Stamford At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Our clients operate in a world where achieving high performance is just as important as the patients they serve. EY's Life Sciences team advises clients in the Life Sciences sector on setting strategic decisions to address risks impacting their organization's performance and impacting patient safety. **The opportunity** As a Senior in Governance, Risk, and Compliance, you will have the opportunity to implement enterprise governance and compliance frameworks, identify control points in need of improvement, optimization, or automation, and liaise with operational risk teams to enhance compliance and operational efficiency. You will support the selection of compliance software and analyze data to guide automated compliance processes. Our clients operate in a world where achieving high performance is just as important as the patients they serve. EY's Life Sciences team designs and implements solutions in the Life Sciences sector to address risks impacting their organization's performance and impacting patient safety. The Life Sciences Risk Consulting team focuses on biotechnology, pharmaceutical, medical device manufacturers, and the medical technology industry, enabling our clients to leverage the newest technologies securely and at scale. We leverage best practices and a high degree of business acumen that has been compiled over years of experience to ensure the highest level of execution and satisfaction for our clients. At EY, we use the best technology to deliver solutions to meet our client goals. We are looking for a Senior that can drive innovation and excellence in our lab transformation strategy and lab systems implementation team within the Life Sciences sector. The ideal candidate will bring deep expertise in lab operations and the underlying technical capability of the systems that support lab operations (including LIMS, ELN, LES, etc.) a proven track record of delivering LIMS implementations and modernization of lab operations, and a passion for leveraging technology to drive significant business outcomes for our clients. This is a high growth, high visibility area with plenty of opportunities to enhance your skillset and build your career. **Your key responsibilities** In this pivotal role, you will be responsible for managing and delivering one or more processes, solutions, and/or projects with a focus on quality and effective risk management. Continuous process improvement and the identification of innovative solutions through research and analysis will be part of your remit. You will guide others using your depth of expertise and interpret internal/external issues to recommend quality solutions. Meeting performance objectives and metrics set locally will be crucial to your success. Travel (up to 70%) may be required as needed by external clients. The Digital Lab Transformation Senior Consultant is responsible for helping our clients design the operating model of their digital labs with operational excellence. This role helps our clients to design processes for their labs to deliver against their overall Digital Transformation strategy and to design and deliver clear data strategies to move clients to a more agile processes in their operating models. Your role encompasses formulating technical solution designs and leading conversations for our Life Sciences clients. Your primary objectives will include understanding client needs, architecting transformative solutions in partnership with the process owners, and simplifying complex implementations. In addition, you will lead delivery in the following technical areas for the solution + Develop solutions to complex problems and recommend policy changes + Exercise judgment in selecting methods and evaluation criteria for obtaining results + Manage engagement economics and resource planning + Collaborate with the clients to oversee program management activities related to Digital Lab Transformations + Provide strategic expertise on business case and transformation strategies + Help the client to determine financial plan & budgeting to help the organization optimize costs with Digital Labs + Lead a diverse team of professionals. Responsible for coaching, leadership, and career development of team members. + Translate complex requirements into actionable insights for C-suite and Director-level stakeholders. + Serve as a technical authority on LIMS architecture, championing the change within our clients. + Orchestrate the execution of Digital Lab Transformation projects with precision, ensuring adherence to technical specifications, deadlines, and quality benchmarks. + Maintain an expert-level understanding of industry-specific trends and technology advancements to inform strategic solution architecture within the digital labs space. + You will also be expected to work on teams to consistently deliver quality client services by demonstrating in-depth technical capabilities and professional knowledge and maintaining long-term client relationships. **Skills and attributes for success** To thrive in this role, you will need a strong capability in risk management and a deep understanding of governance and compliance disciplines. Your ability to lead workstream delivery and track project status will be key to our collective success. + Billable to external client + Leads workstream delivery + Tracks deliverable completion and project status + Performing large-scale implementations with consistent high-quality delivery + Driving high-quality work products within expected timeframes and on budget + Ability to monitor progress, manage risk, and ensure key stakeholders are kept informed about progress and expected outcomes + Staying abreast of current industry trends relevant to the client's business + Effectively working on teams with diverse skills and backgrounds + Fostering an innovative and inclusive team-oriented work environment + Demonstrating deep technical capabilities and professional knowledge **To qualify for the role, you must have** + Bachelor's or master's degree in computer science, Biomedical Engineering, Quality Engineering, Manufacturing or a related field. + 3+ years of Life Sciences work experience, including working with Life Science regulatory statutes, GxP business processes or compliance programs or integration of risk management functions. + 3-5 years relevant experience with LIMS systems, Electronic Lab notebook systems (ELN), and/or Lab Automation Systems + Programming ability (Python, LabWare LIMS Basic, SQL) + Instrument integration (file/API connections) + Enterprise systems integration (ERP, ELN, middleware, cloud apps) + Technical Skills Board Capability Analysis and Role Definition + Board Level Reporting, Board Metrics/Training Design and Communication + Experience in implementing LabWare or LabVantage LIMS systems + Excellent leadership, communication, and project management skills. **Ideally, you'll also have** + Proven experience in managing change and driving outcomes + Strong skills in complex problem-solving and critical thinking + Excellent communication skills and a global mindset + Client and Sector Understanding + Deep Sector Expertise + Financial Systems Understanding + Impact Measurement **What we look for** We are seeking top performers who demonstrate a blend of talents and skills, including client trust and value, commercial astuteness, and a strong ability to communicate with impact. You should possess a knack for solving complex problems, have a digital fluency, and be adept at leading teams and managing change. A global mindset and learning agility will set you apart as a candidate who can drive the success of our Governance, Risk, and Compliance practice. We are interested in passionate leaders with strong delivery capability, and a strong desire to stay on top of trends in the life sciences industry. If you desire to help businesses drive measurable value while serving patients, then this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $93,600 to $154,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $112,400 to $175,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $112.4k-175.6k yearly 60d+ ago
  • USA - Tax - Indirect Tax - FSO SALT Banking, Capital Markets, & Insurance - JD/LLM - Staff 2

    EY 4.7company rating

    EY job in Charlotte, NC

    1676337 DC-Washington, NC-Charlotte, NY-New York apply **________** At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Will you shape the future or will the future shape you?** **_________** **USA - Tax - Indirect Tax - Financial Services Organization (FSO) SALT BCM/I - JD/LLM - Staff 2** **The Opportunity** Join our dynamic EY Tax team, where our global expertise and deep technical knowledge across all tax disciplines are enhanced by the latest in innovation and cutting-edge technology. We pride ourselves on exceptional client service, strong accountability, and governance, making us the top choice for industry executives and the largest revenue-generating US and global tax practice. Our Indirect Tax practices navigate the complexities of state and local taxes, which often constitute a company's largest tax burden and are on the rise globally. Our approach helps businesses understand their tax liabilities, identify risks and opportunities, and align with their broader tax strategy, reinforcing the critical role of tax and finance in the modern business landscape. Learn from our experienced professionals, cutting-edge technology, and proven methodologies to effectively manage our clients' indirect tax posture. **Your Key Responsibilities** As an FSO SALT Banking, Capital Markets, and Insurance (BCMI) Staff, you'll assist with multiple tax engagements and contribute to the delivery of quality tax planning and compliance services for our financial services clients. You'll be part of a rapidly growing team that's seen plenty of recent expansion, with the aim to double in size over the next few years. With support from some of the most engaging professionals in the business, you can expect to develop your tax technical skills, management techniques, and business experience considerably. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. You'll likely spend most of your time on a diverse array of projects, responsibilities and tasks. Whatever you're working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, we'll look to you to implement your knowledge of state and local tax concepts and law. You can expect to be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. Your responsibilities as a Staff will include: + Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery. + Challenging traditional procedures and finding new approaches to provide tax services. + Providing compliance work product and assisting management with client deliverables. + Building client relationships and demonstrating your knowledge of Indirect Tax and the Financial Services industry. + Staying abreast of state and local tax developments and working to develop new and innovative service offerings that can provide value to our clients. + Participating in client meetings and working within teams to deliver fully integrated services. **Skills and attributes for success** **To qualify for the role, you must have** + An undergraduate or graduate degree in Accounting, Finance, Business, or a related field, and an advanced degree in Tax or Law; supported by a strong academic record. + A demonstrable plan for passing a US state Bar exam. + Excellent verbal and written communication skills. + Tax technical skills and experience in tax research, writing and compliance. + The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs. + Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations. **Ideally, you will have** + Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot. **__________** **Are you ready to shape your future with confidence? Apply today.** **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $85,000 - $125,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **We value your application** + To make the most of your application experience,please limit yourself to two applications within a six-month period. + Applications to EY are reviewed by a dedicated member of our early careers team. + You may receive outreach from an EY Recruiter to discuss your application and interests. **Are you ready to shape your future with confidence? Apply today.** To learn more about our anticipated application deadlines, please visit thislink (***************************************** . For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY** | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $85k-125k yearly 4d ago
  • Financial Services Technology Consulting - Wealth and Asset Management - Senior - Charles River

    EY 4.7company rating

    EY job in Charlotte, NC

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Financial Services Technology Consulting - Wealth and Asset Management - Senior - Charles River Development** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! **The opportunity** This role offers a unique opportunity to lead the implementation, configuration and enhancement of the Charles River Development (CRD) optimizing front-to-back investment processes and driving operational excellence. The role requires strong functional understanding of asset management operations and hands-on experience with CRD modules. **Your key responsibilities** + Act as a subject matter expert on Charles River Development (CRD) functionality across trading, compliance, portfolio management, and post-trade workflows commonly used by asset managers + Partner with portfolio managers, traders, compliance and operations to gather and document business requirements + Configure CRD components (workflows, compliance rules, blotters, manager workbench etc.) + Translate business requirements into detailed CRD configurations, workflows and rules + Perform system analysis, data mapping, and testing for CRD integrations with upstream/downstream systems including IBOR, reference data, pricing feeds, risk, and accounting systems + Use CRD SDK and APIs to support data exchanges and integration enhancements + Support SaaS migration, including transition from on-premise environments to cloud-hosted solutions + Collaborate cross-functionally with technology, data, and operations teams to ensure alignment between business objectives and system capabilities + Support enhancements, bug fixes, and upgrades to the CRD platform + Facilitate workshops, walkthroughs, and design discussions with global stakeholders to communicate functional requirements and validate proposed solution + Lead functional testing, UAT coordination, and documentation of solution design + Work closely with data governance and architecture teams to ensure data integrity across CRD, IBOR, and downstream systems **Skills and attributes for success** Team with client technology professionals, and/or third-party strategic alliances to provide implementation of technology solution. **To qualify for the role you must have** + A bachelor's degree and approximately 3 years of related work experience; or a graduate degree and approximately 2-3 years of related work experience + Your degree should be in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred + 2-3 years of experience working at a financial services company or comparable experience working as an advisor to a financial services company + Experience working in a Hedge Fund, Asset Management company or as a Management Consultant in one of these companies + 3 years of hands-on Charles River (CRD/CRIMS) experience + Strong SQL and data analysis skills for validating CRD data flows + Demonstrated experience supporting SaaS migrations, including transition from on-premise environments to cloud-hosted solutions + Demonstrated ability to partner with a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing + Strong communication, presentation, client service and technical writing skills + Comfortable researching client inquiries and emerging issues, including regulations, industry practices, and new technologies + Strong experience in executing all phases of the technology life cycle, based on proven project management and testing methodologies + It is essential that the successful candidate possess a deep knowledge of technical architecture design and have a good understanding of technology tools and components to reasonably argue for and against all components (middleware, database, reporting tools, etc.) in financial systems architecture + Willingness and ability to travel, candidate must have a passport and a valid drivers license Experience in the following areas: + Charles River (CRD) + SaaS migration + SQL + Definition and design of business and technical requirements + System design, selection and implementation support + Data mapping and conversion + Proof of concept + Quality assurance and testing + Business and IT process reengineering + Program/project management and implementation planning (PMO) + Management reporting enhancement + Enterprise application integration + Custom development + Package Implementation **What we look for** We're interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy in this role, so you'll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you're serious about advising the leading Wealth and Asset Managers in the market and ready to take on some of our clients' most complex issues, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,500 to $187,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,900 to $213,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $60k-83k yearly est. 60d+ ago
  • ServiceNow - Strategic Portfolio Mgmt (SPM) Senior - Tech Cons - Open Location

    EY 4.7company rating

    EY job in Charlotte, NC

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **ServiceNow Senior Consultant -** **Strategic Portfolio Management (SPM)** In the digital economy, it takes more than good ideas and strong leadership to thrive. Upgrading outdated processes, systems and information is vital - but can be a risky investment in such a rapidly changing environment. That's why some of the most prestigious businesses worldwide look to us for authoritative, agile, and efficient solutions for business decision-making. As a ServiceNow Senior Consultant you'll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative and technical challenges around. **The opportunity** You'll lead ServiceNow Transformation teams in a rapidly growing area of the business. It's a client visible role, in which you'll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career. As a Senior Technology Analyst, you will play a pivotal role in bridging the gap between business needs and technical solutions. You will interact with business stakeholders to gather and analyze requirements, ensuring that newly implemented technology solutions meet their needs. Your collaboration with technical teams will be essential in designing and delivering effective system architecture solutions. **Your key responsibilities** In this role, you will spend your time engaging with clients and internal teams to ensure successful project delivery. You will face challenges that require analytical thinking and problem-solving skills, providing you with opportunities to learn and grow in a dynamic environment. This position may require regular travel to meet with clients, allowing you to build relationships and understand their needs better. Key responsibilities include: + Interacting with business stakeholders to evaluate business models and processes. + Analyzing newly implemented technology solutions to verify they meet business requirements. + Collaborating with technical teams to design and deliver system architecture solutions. **Skills and attributes for success** Here, you'll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers' ServiceNow SPM (e.g., Strategic Planning, Project Portfolio Management, Demand Management, Resource Management, Enterprise Architecture, Agile Management) processes or evaluating how AI can streamline delivery. Wherever you find yourself, you'll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation. + Act as a workstream lead across all aspects of a ServiceNow SPM project and solution delivery including but not limited to design, configuration/development, testing and deployment phases + Ability to manage and mentor a multi-disciplinary team of 3-5 resources including offshore resources (e.g., consultants, developers, and testers) + Provide guidance and industry leading practice expertise for ServiceNow SPM process implementations, including how specific business objectives can be met through process and technology transformation + Ability to analyze a company's people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps + Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources + Experience in waterfall and agile delivery models - including supporting management activities such as planning, status reporting, budgets and risk and issue logs + Ability to create high quality deliverables and project artifacts **To qualify for the role, you must have** + A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline + Typically, no less than 2 - 4 years relevant ServiceNow SPM project experience + ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD) + ServiceNow Certified Implementation Specialist - Strategic Portfolio Management + 3+ years of Big 4 or equivalent consulting experience + Excellent soft skills - communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization + Experience leading teams and supervising others + A driver's license valid in the U.S. + Ability to travel to meet client needs **Ideally, you'll also have** + ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA) + ServiceNow Certified Implementation Specialist - ITSM or Data Foundations + Performance analytics and reporting experience - certifications are a plus + Experience in ServiceNow's AI solutions (e.g., Now Assist, Agentic, AI Control Tower) **What we look for** We seek individuals who are not only technically proficient but also possess a strong sense of curiosity and a desire to learn. Top performers are those who can navigate complex challenges with ease, communicate effectively, and build meaningful relationships with clients and colleagues alike. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,500 to $187,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,900 to $213,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $62k-83k yearly est. 34d ago
  • Client Relationship Manager

    Ascensus 4.3company rating

    Charlotte, NC job

    This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Consistently demonstrate a superior level of proactive client focus and team work. * Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. * Develop strong working relationships with daily client contacts. * Provide ownership for the resolution of issues escalated by clients and financial professionals. * Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. * Review existing book of business to identify plan retention and create strategy for non-elite advisors. * Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. * Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. * Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. * Lead and/or participate in projects that create additional value for existing relationships. * Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. * Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. * Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in business or related fields, or equivalent work experience * Minimum of 7 years' experience in retirement services industry or related field is preferred * Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred * Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment * Excellent analytical and problem solving skills * Ability to work with a high level of independence * Must be detail oriented and be able to produce high quality work within tight time constraints * Ability to make sound business judgments while effectively balancing client needs and organizational considerations * Excellent written and oral communication skills, including group presentation experience. * Proficiency with Microsoft Office products including Excel, Word and PowerPoint * Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments * Demonstrated project management skills * Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $93k-133k yearly est. 25d ago
  • Senior Corporate Counsel

    Ascensus 4.3company rating

    Charlotte, NC job

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Senior Corporate Counsel will support retirement plan services and products at Ascensus with a focus on the FuturePlan business, a leading national TPA that offers plan design, consulting, administration, and compliance services. This attorney will provide legal counsel to executives and associates and will partner with Risk, Compliance, Privacy, and Information Security to identify and mitigate risk while ensuring alignment with business objectives. Key job responsibilities include: serving as subject matter expert in relevant areas of law; negotiating and drafting contracts; managing disputes and litigation; and supporting a variety of other day-to-day legal matters. The individual must demonstrate sound legal and business judgment. Experience in the financial services industry is strongly preferred. This is a full-time, exempt position. Section 2: Job Functions, Essential Duties and Responsibilities * Provide advice and counsel to business leaders on legal, regulatory, legislative, compliance, and business issues * Draft, negotiate, review, and interpret various contracts and other legal documents between Ascensus and its clients, partners, vendors, and other third parties * Handle other day-to-day legal issues arising in a growing and complex business including disputes and litigation, employment, intellectual property, and corporate governance * Support Ascensus's culture by demonstrating our core values of People Matter, Quality First and Integrity Always in all of your actions Section 3: Skills and Attributes * Understand Ascensus' businesses and give practical advice to business leaders * Communicate effectively, verbally and in writing, with business leaders, clients, prospects, business partners, and others * Think strategically, analytically, and creatively * Drive execution of personal, team, and business goals * Identify, escalate, and resolve issues before they become problems * Exhibit adaptability and lead change * Effectively work independently and as part of a team with the willingness and desire to collaborate * Be organized, proactive, and entrepreneurial * Multitask and prioritize while producing high-quality, on-time work Section 4: Experience, Education and Base Requirements * Juris Doctorate from an accredited U.S. law school with at least 5 years of experience * Licensed to practice law in at least one state and in good standing * Familiarity with ERISA and related laws and regulations * Defined benefit plan and/or securities law experience is a plus * Ability to work in a fast-paced and demanding environment * Occasional travel is required The national average salary range for this role $130-140k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $130k-140k yearly 50d ago
  • Deloitte - Corporate Finance Summer Analyst

    Deloitte 4.7company rating

    Charlotte, NC job

    Are you ready to go beyond your potential and reach something greater? At Deloitte, we believe in more than just growth-we believe in exponential possibilities. Here, your unique talents and ambitions are amplified by the power of our collaborative teams, innovative thinking, and mentorship. When you join Deloitte, you don't just build a career-you unlock unlimited opportunities, shaping your future and the world around you. Take the power of you and put it to the power of Deloitte. Reach your exponential ! Join Deloitte's Corporate Finance practice and accelerate your learning and career trajectory. As an Investment Banking Analyst Intern, you will work side by side with experienced and execution-focused investment bankers, as well as clients from a wide range of industries including consumer & retail, healthcare, business services, and global industrials. With a focus on Mergers & Acquisitions ("M&A"), our practice advises clients through critical stages of the transaction process and is intimately involved each step of the way. Even as an Intern, you can become a value-added deal team member offering meaningful contributions to the practice . The Intern program attracts ambitious, high-caliber candidates who are seeking responsibility and a unique introduction to the world of M&A . Many of our Interns return to the practice full time following the receipt of their undergraduate degree . Work You'll Do Working closely with client-facing deal teams, you will provide recommendations that are aligned with an organization's business goals and overall strategic and transactional objectives. Constructing financial models to help clients assess growth strategies, capital structure decisions, and transaction alternatives will help you develop a comprehensive technical skill set. Concurrently, you will employ a number of core valuation methodologies to help businesses evaluate their worth in the marketplace and advise them on appropriate ranges at which to conduct transactions. Also, you will have the opportunity to learn how to appropriately position businesses in the investor community by articulating value propositions and anticipating potential concerns. Across these responsibilities, you will receive considerable exposure to senior bankers and clients as you participate in each phase of the transaction process. Regardless of project type, your work will require: + Ability to analyze companies from a financial, operational, and industry perspective and make recommendations aligned with business objectives + Proficiency in verbal and written communication skills essential to interacting with clients and teams + Ability to work independently and manage multiple projects/assignments/ responsibilities in a fast-paced environment + Problem solving and critical thinking skills in support of both innovative and operational enhancement opportunities + Ability to collaborate and communicate across Deloitte team members and client stakeholders + Ability to identify, learn, understand, and implement new concepts, frameworks and emerging technologies + Ability to manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experience + A strong understanding of Windows Based systems and proficiency with Microsoft Excel, Word, and PowerPoint The Team Our Deloitte team plays a major role in directly embedding technology insights into our clients' organizational goals. At Deloitte, our consultants create sharply-focused solutions within an organization's operating model, accounting for its people, intellectual capital, technology, and processes. Engagement teams at Deloitte drive value for our clients but also understand the importance of developing resources and contributing to the communities in which we work. We make it our business to take issue to impact, both within and beyond a client setting. Required Qualifications + Bachelor's Degree completed by Spring/Summer 2028 in these or related areas of study: + Finance + Accounting + Economics + Strong academic track record (3.0 cumulative GPA required, 3. 2 cumulative GPA preferred). + Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future + Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve + Must be at least 18 years of age at time of employment + Our current work environment is a hybrid approach, which means: + You should reside within a commutable distance of your assigned office with the ability to commute daily, if required + You can expect to be co-located 80-100% with variations based on types of work/projects and client locations Preferred: + Cumulative GPA of 3.2 or above + Relevant work experience or work experience in a professional environment (e.g. internships, summer positions, school jobs) + Demonstrated recent leadership, such as in a campus club, society, sports teams or other activity + Demonstrated recent social impact or volunteer activity The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate is $25/hour. #DCF Information for applicants with a need for Accommodation: ************************************************************************************************************ All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
    $25 hourly 42d ago
  • Retirement Support Specialist

    Ascensus 4.3company rating

    Charlotte, NC job

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Retirement Support Specialist position is accountable for assisting the Client Services teams through timely communication and follow-up, proactive client outreach, and tracking, reporting and documentation of various functions within the department. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist clients with census updates to produce compliance tests and employer calculations * Participate in proactive call and email campaigns to inform clients on various deliverables regarding their 401k plan * Assist Client Services with the creation of necessary reporting for the FDI reports * Apply a quality control/review process to all reports produced before they are delivered to the end user * Reply to client requests for information via email, outbound call, or internal workflow * Maintain detailed workflow documentation for all functions and tracking for all reports provided * Provide timely, exceptional service, including problem solving and issue resolution with minimal inconvenience to clients * Provide effective verbal and written communications in a clear, concise, and informative manner * Make outbound calls to clients for various call campaigns and follow up on verification of client's data * Provide backup assistance for functions previously owned by Shared Services * Maintain a professional and positive approach in all internal and external communications Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in business or related field, or equivalent work experience. * Knowledge of information systems and technology; ability to create ad hoc reports. * Microsoft Office knowledge required. * Ability to evaluate data integrity. * Strong written and verbal communication skills. * Excellent evaluation and problem resolution skills. * Detail oriented. * Ability to work unsupervised as required, but also work within and contribute to maintaining a highly cohesive team environment For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 MBps or better. If you are unsure of your internet speed before applying, please check with your service provider. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $37k-54k yearly est. 34d ago
  • Strategic Business Consultant, Retirement Sales

    Ascensus 4.3company rating

    Charlotte, NC job

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically. Section 2: Job Functions, Essential Duties and Responsibilities * Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services. * Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business. * Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms. * Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate. * Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth. * Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms * Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings * Delivery of customized book of business reporting to create efficiencies for your advisors * Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships. * Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function. * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Section 3: Experience, Skills, Knowledge Requirements * Deep knowledge of the retirement plan industry, 7+ years' experience preferred * Demonstrated ability to build and manage relationships * Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment * Excellent analytical and problem-solving skills * Ability to produce high quality work within tight time constraints * Ability to make sound business judgments while effectively balancing client needs and organizational considerations * Excellent written and oral communication skills, including group presentation experience. * Proficiency with Microsoft Office products including Excel, Word and PowerPoint * Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments * Ability to travel as required * Highly organized with the ability to effectively prioritize key issues and deliverables Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $60k-97k yearly est. 56d ago
  • Senior Employee Education Consultant

    Ascensus 4.3company rating

    Charlotte, NC job

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Who We Are Newport, an Ascensus Company, helps companies offer their associates a more secure financial future through retirement plans, insurance, and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary: The Senior Education Consultant is responsible for providing "best in class" communications and education support for Newport's retirement and executive benefit plan clients and their employees. In this position, the senior consultant will be responsible for supporting some of our largest and most high-profile clients. The senior consultant will collaborate with client service teams to create and execute education initiatives that enhance the overall client experience and achieve measurable business objectives. Objectives include understanding client needs, identifying participant behaviors, and the appropriate application of resources. The Senior Communications Consultant will participate in finals presentations, plan implementations and enrollments, annual plan reviews, and deliver participant education and open enrollment sessions. This position will be supporting our Central and Mountian Time Zone clients. The position may be remotely located. The selected candidate must be able to work Central and Mountain Time Zone hours and travel to clients in the area (for in-person meetings/presentations) What You Will Do: * Research, design, write, and edit client communications programs, using a multi-media approach, i.e., print, electronic, in-person, etc. * Participate in on-site client and participant presentations, including sales presentations, annual plan reviews, and participant education meetings. * Partner with other departments to develop and deliver various types of communications. * Identifying measurable goals and work with management to track and report results for education and communication campaigns. * Drive client follow-up on a regular basis, working in collaboration with Newport's client service teams. * Proactively recommend new communication and education initiatives based on marketplace observations, participants, and client needs. * Effectively communicates with individuals at all levels within the organization. * Meets competing deadlines in a very fast-paced, dynamic, and demanding environment with a high degree of urgency and accuracy. * Focuses on learning in everyday activities and events. * Collaborates with and openly shares knowledge with colleagues. * Regular, reliable, and punctual attendance. Required Education, Experience and Certificates, Licenses, Registrations * Bachelor's degree in Communications, English, Business Administration, Marketing or a related field. * Ideal candidates will have between 5-7 years of experience in the retirement plan or benefits consulting marketplace, with demonstrated expertise across various marketing disciplines, including client communications programs. * Strong attention to detail and experience in proofreading and editing. * Strong PC skills, including Word, Excel, PowerPoint, and Brainshark. * Excellent writing and creative skills. * Knowledge of graphic identity standards. * Strong presentation skills: Able to effectively communicate, both verbally and in writing, the value of products, services, and complex ideas to key audiences. * Strong project management skills: Able to develop and execute project plans. Manage multiple assignments at a time and work well under pressure. * Knowledge of current issues and marketplace trends. Competencies * Analytical * Builds Collaborative Relationships * Commitment to Excellence * Customer Oriented * Detail Oriented * Excellent Verbal and Written Communication Skills * Fostering Teamwork * Information Seeker * Integrity * Judgement * Networking Skills * Planning and Organizing * Problem Solver TRAVEL: Up to 60% (Will depend upon Client needs for in-person or virtual presentations) Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $61k-90k yearly est. 56d ago
  • Plan Termination Consultant

    Ascensus 4.3company rating

    Charlotte, NC job

    FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary The Deconversion Consultant becomes the primary contact once a client has notified their Service Consultant of disengagement or plan termination. You will own the end-to-end deconversion experience, ensuring all plan administration work is completed accurately and efficiently. This includes partnering with internal departments under heightened urgency to properly transfer or close out the plan, delivering a seamless and compliant transition that reflects FuturePlan's commitment to excellence. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. * Serve as the primary point of contact for clients and advisors throughout the deconversion process, managing expectations and driving timelines. * Own all aspects of plan administration for assigned deconversion cases, including compliance testing, annual valuation, Form 5500 filing, and final asset distributions. * Prepare necessary government forms and ensure compliance with DOL and IRS requirements. * Partner with internal departments (Compliance, Trust Accounting, Operations, etc.) to coordinate and expedite deconversion activities. * Perform census review, eligibility calculations, trust accounting, and asset reconciliation. * Identify and resolve plan discrepancies, ensuring all corrective actions are completed prior to plan closure. * Track progress of all deconversion cases to ensure deadlines are met and dependencies are managed effectively. * Maintain proactive communication with clients, plan sponsors, and internal teams, providing status updates and resolving issues promptly. * Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction. Supervision * N/A. Section 3: Experience, Skills, Knowledge Requirements * Education & Experience * Bachelor's degree in Business, Finance, Accounting, or related field; or equivalent professional experience. * 5+ years of experience in retirement plan administration, deconversion, or financial services; experience with multiple plan types (DC, DB, Combo) strongly preferred. * Familiarity with recordkeeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools. * Technical Skills * Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook); ability to manage and analyze data effectively. * Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed). * Experience with plan reconciliations, trust accounting, and conversion processes. * Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management. * Core Competencies * Exceptional client service orientation with strong presentation, facilitation, and negotiation skills. * Excellent written and verbal communication skills; ability to communicate clearly and professionally with clients, advisors, and internal teams. * Strong analytical and problem-solving abilities with meticulous attention to detail and accuracy. * Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining quality and compliance. * Demonstrated ability to exercise sound judgment on issues that could impact financial outcomes and client relationships. * Skilled in conflict resolution and escalation management. * Behavioral Attributes * Collaborative team player who thrives in a culture of accountability and innovation. * Adaptable to change and committed to continuous improvement. * Willingness to work additional hours as needed to meet client and business needs. * Embodies FuturePlan's core values and approaches every task with a "Day 1" mindset. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer The national average salary range for this role is $65-75k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $65k-75k yearly 21d ago
  • Salesforce CPQ/Revenue Cloud Director

    PwC 4.8company rating

    Charlotte, NC job

    Industry/Sector Not Applicable Specialism Salesforce Management Level Director At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Lead in line with our values and brand. * Develop new ideas, solutions, and structures; drive thought leadership. * Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. * Balance long-term, short-term, detail-oriented, and big picture thinking. * Make strategic choices and drive change by addressing system-level enablers. * Promote technological advances, creating an environment where people and technology thrive together. * Identify gaps in the market and convert opportunities to success for the Firm. * Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce Quote to Cash Consulting team you will lead the design of Salesforce technology-enabled solutions that address the needs of large organizations. As a Director you will execute complex programs, support business development efforts, and drive differentiation in PwC's offerings. This role is pivotal in driving growth, shaping client engagements, and mentoring future leaders, all while fostering an environment where people and technology thrive together. Responsibilities * Oversee the execution of intricate programs and initiatives * Foster collaboration between technology and personnel to enhance productivity * Identify market opportunities to differentiate PwC's service offerings * Maintain adherence to professional standards and guidelines * Promote a culture of innovation and continuous improvement What You Must Have * Bachelor's Degree * 9 years of experience What Sets You Apart * Master's Degree in Computer Science, Computer and Information Science, Management Information Systems preferred * One or more Salesforce.com certifications preferred * Bringing functional domain knowledge of Quote-to-Cash and advising clients on trends * Crafting and presenting compelling client presentations and briefings with clarity * Leveraging storytelling to connect technology with business * Developing data-driven business cases for clients that articulate the ROI for investment for complex CPQ / Billing programs * Mentoring and developing future leaders * Promoting a culture of innovation and excellence * Possessing prior experience in the consulting industry * Experience with Agile methodologies * Understanding of monetization models: transactional, recurring, consumption-based, subscription, and project-based Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $104k-145k yearly est. Auto-Apply 60d+ ago
  • Power BI Developer

    Ascensus 4.3company rating

    Charlotte, NC job

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. As a Senior Business Intelligence (BI) Developer at Ascensus, you will be working in a high-energy team, using the best engineering practices in the industry today (e.g., unit testing, source control, continuous integration, automation, design patterns). Passion for all aspects of software development is a critical. We are building teams that are empowered to solve the business needs by having a rapid development and deployment pipeline with a focus on automation and releasing software. You will support and receive direction and guidance from the BI Architect and you will provide guidance and direction to BI Developers in the Ascensus Enterprise Information Management (EIM) team. Section 2: Job Functions, Essential Duties and Responsibilities * BI Analysis * Drive business decisions by providing quantitative and qualitative data analysis and reporting of patterns, insights and trends to decision makers * Collect, aggregate and analyze data from multiple internal and external sources * Produce actionable reports that show key performance indicators * Provide analytics and reporting solutions using metrics across multiple business areas * BI Design and Development * Apply standards and best practices for implementing Ascensus BI tools in support of the EIM vision and reference architecture * Assist with EIM project definition and planning * Conduct data analysis in support of analytic solutions * Create ad hoc reporting solutions and dashboards * Capture, develop and document data definitions * Ensure compliance with deliverable reporting requirements by performing data quality audits and analysis * Implement package deployments and troubleshoot package issues * Modify, install and prepare technical documentation for BI applications * Create and maintain BI documentation for every System Development Life Cycle (SDLC) phase * Participate in creating long term BI application support model. * Ascensus Information Security * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Required skills * Bachelor's degree or equivalent work experience * Excellent analytical skills * Excellent oral and written communication skills including active listening. Asking appropriate questions, clarifying information and writing clear, concise documents. * DAX, Power BI dashboards, SSRS reporting * Designing/Building tabular models using latest version of SSAS * Modeling experience * Administration experience using Power BI * SQL Server latest version * Preferred knowledge, skills and abilities: * 10+ years of relevant experience in business intelligence role, including data warehousing and business intelligence tools, techniques and technology * Microsoft Certified Business Intelligence in the above required skills * Experience with Microsoft SSIS * Experience with relational databases: Sybase ASE, Oracle, MySQL and others a plus * Experience with analytic platforms (data mining, predictive modeling) a plus We are proud to be an equal opportunity employer. The national average salary range for this role is $130-140k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $130k-140k yearly 34d ago
  • Cyber SDC - WAM - Operations Solution Engineer - Senior - Location OPEN

    EY 4.7company rating

    EY job in Charlotte, NC

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **WAF Operations Solution Engineer** **PRACTICE DESCRIPTION:** As a WAF Operations Solution Engineer, you will be responsible for implementing and managing Web Application Firewall (WAF) solutions to protect client applications from cyber threats. You will work within a team of cybersecurity professionals to establish effective security measures that safeguard web applications and data. **JOB SUMMARY:** In the role of WAF Operations Solution Engineer, you will configure and provide ongoing operational coverage of web application firewalls to maintain optimal performance and security for client applications. The primary purpose of this role is to assist with change requests and support problem resolution to uphold the integrity of web applications. You will actively monitor application traffic, analyze security events, and respond to incidents to mitigate risks effectively. Additionally, you will collaborate with cross-functional teams to enhance the overall security posture of web applications, leveraging your experience with various WAF solutions to implement and automate security measures. **KEY RESPONSIBILITIES:** + Configure, manage, and optimize WAF solutions to establish effective security controls for web applications. + Provide ongoing operational coverage of web application firewalls, ensuring they function correctly and efficiently. + Monitor application traffic and security events to identify potential threats and vulnerabilities. + Conduct thorough analysis of security incidents, including root cause analysis and remediation efforts. + Collaborate with incident response teams to investigate and respond to security incidents in a timely manner. + Develop and maintain WAF policies, rules, and documentation to align with best practices and compliance requirements. + Provide support for security audits and assessments, promoting adherence to security standards and policies. + Stay current with emerging threats, vulnerabilities, and security technologies to enhance the organization's security posture. + Utilize various WAF solutions, including Cloudflare and Imperva, for implementation and management, ensuring optimal configuration and performance. + Leverage Terraform for infrastructure as code (IaC) to automate the deployment and management of WAF solutions. + Mentor junior engineers and provide guidance on WAF management and incident response processes. **QUALIFICATIONS:** + Bachelor's degree in computer science, Information Technology, Cybersecurity, or a related field preferred. + 3-5 years of experience in web application security operations, with a focus on WAF management. + Hands-on experience with WAF solutions such as Cloudflare and Imperva is required. + Proficiency in using Terraform for infrastructure automation is preferred. + Strong understanding of web application protocols, security principles, and best practices. + Familiarity with ITIL processes and ticketing systems for incident management. + Relevant certifications (e.g., CISSP, Security+) are a plus. + Excellent analytical, problem-solving, and communication skills. + Ability to work independently and collaboratively in a fast-paced environment. **WHAT WE OFFER:** At EY, we are committed to your professional development and career growth. You will have access to continuous training and mentorship, enabling you to enhance your skills and advance your career in cybersecurity. Join us in building a more secure and trusted working world. **Ernst & Young LLP is an equal employment opportunity employer. We value the diversity of our workforce and the knowledge of our people.** **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $77,500 to $140,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $92,900 to $160,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $92.9k-160.5k yearly 43d ago

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