Job Description
Faw Casson, an accounting and consulting firm, is hiring a career-minded accountant for our Entrepreneurial Services Team!
A minimum of 3 years' Controller experience or similar is required.
Tax experience is a plus.
QuickBooks Online experience is a plus.
A minimum of an associate's degree in accounting is required.
This position is full-time in our Dover, DE office with exceptional benefits and competitive pay. If you have an eye for detail, great organizational skills, and would like to be part of a growing organization, please contact us today.
Realize your potential - come grow with us…Our firm is successful because of its people. Our first priority in hiring new personnel is to recruit the best - not only the best technicians, but also the best leaders, managers, and communicators. We value integrity, initiative, leadership, and creativity, and are committed to maintaining a positive work environment where enthusiasm results in the highest productivity and innovation. We also understand that each of us has interests and responsibilities that extend beyond the workplace, and we support one another in balancing the demands of the job with personal priorities and community involvement.
$53k-67k yearly est. 17d ago
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Senior Associate, Tech Transformation & Program Execution
Jpmorgan Chase & Co 4.8
Wilmington, DE job
A leading financial services firm is seeking a Senior Associate to support technology transformation initiatives. You will collaborate with various stakeholders to deliver insights, maintain governance frameworks, and ensure effective program execution. The ideal candidate will have over 5 years of relevant experience and a strong background in analytics and project management. This role offers a chance to drive significant technological advancements within the organization.
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$82k-105k yearly est. 2d ago
VP of Strategic Product Initiatives
Jpmorgan Chase & Co 4.8
Wilmington, DE job
A leading financial services company is seeking a Vice President, Product Strategy to lead high-priority projects within the Cards portfolio. This role requires at least 6+ years of experience in product strategy, exceptional analytical and communication skills, and the ability to manage complex projects. You will collaborate across diverse teams to drive innovative solutions and deliver value to customers. A bachelor's degree or equivalent experience is required. This position offers a challenging and fast-paced environment.
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$106k-143k yearly est. 3d ago
Financial Crimes Analyst II
City National Bank 4.9
Newark, DE job
WHAT IS THE OPPORTUNITY? Under the direction of the BSA Risk Manager, responsible for the periodic BSA internal controls testing function of the of the Bank's BSA risk assessment program. Responsible for monitoring, analyzing, and escalating issues and concerns related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank's BSA Program while utilizing sound and current compliance industry standards and practices. May assist in the development of new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison with colleagues throughout the organization related to BSA, AML, OFAC and the USA PATRIOT Act. Responsible for building and maintaining relationships with internal and external customers while providing exemplary customer service.
WHAT WILL YOU DO?
Carries out compliance monitoring, internal controls risk assessments, and internal controls testing program ensuring that there are adequate processes, procedures and internal controls to promote an effective BSA control environment, under the guidance of the BSA Risk Manager. Prioritizes focus toward areas identified as having the highest levels of risk to the company.
Works directly with business units and support management as a consultant in the development of business unit's risk self-assessment programs.
Performs scheduled and periodic testing of overall business processes and controls related to the implementation and management of the bank's products and services, including geographic considerations to identify compliance gaps and potential risk exposure.
Analyzes and evaluates compliance risks and recommends changes to policies, procedures, and processes to reasonably ensure risk-based and appropriate controls are instigated and maintained.
Assists in the development of new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Also, partners with business units for the development of departmental policy and procedures.
Partners with business units to remediate BSA, AML, OFAC and the USA PATRIOT Act compliance findings identified in risk assessments, internal audits and/or regulatory examinations.
Performs daily activities of assigned functional area; prioritizing; completing multiple activities; resolves problems as they arise.
Ensures activities are in compliance with legal/regulatory requirements and CNB policy and procedure.
Communicates and escalates (as assigned) identified BSA, AML, OFAC and USA PATRIOT Act operational concerns to the appropriate level of management.
Maintains an up-to-date Master Compliance Audit Follow-up Log for outstanding BSA-related Audit and OCC Examination issues, and the BSA Risk Assessments Open Issues Log.
Integrates activities with other departments to accomplish common goals.
Maintains up-to-date knowledge of Bank policies, procedures and industry best practices.
Participates in and completes bank-wide projects.
Serves as resource (as needed) to internal and external customers; ensures quality customer service and effective and efficient operational support.
Applies both technical and general business knowledge to resolve the most complex issues in assigned function.
Performs other duties as assigned or requested.
Responsible for performing testing of moderate to complex components of assigned engagements within the Financial Crimes Compliance Monitoring Program and/or Annual Test Plan
Performs review and challenge of self-assurance activities conducted by the First Line of Defense
Assesses controls for design and operating effectiveness in accordance with established policies
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent
Minimum 3 years of experience with BSA regulations concerning KYC, EDD, Financial crime investigations and regulatory reporting.
Minimum 3 years experience in a BSA specific role at a financial institution
Current Certified Anti-Money Laundering Specialist (CAMS) Certification
Additional Qualifications
Working knowledge of banking operations, government regulations, accounting principles and account reconcilement.
Experience using Microsoft Word, Excel and Access required.
Knowledge and understanding of federal regulations pertaining to the Bank Secrecy Act required.
BSA Testing or audit experience preferred. Excellent problem solving and analytical skills required.
Excellent verbal/written and written communication skills required to interact with all levels of Bank personnel and outside contacts.
Tableau experience is preferred.
Experience with AML Monitoring Systems such as Actimize is preferred.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $55,000-$95,000. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$55k-95k yearly 1d ago
Reporting Analyst III
City National Bank 4.9
Remote or Newark, DE job
WHAT IS THE OPPORTUNITY?
The Reporting Analyst III is an integral part of the Enterprise Fraud Management team. The role is accountable for owning and evolving Fraud Risk Management managerial reporting. Reporting includes gathering data from Tableau dashboards, the Fraud Data Hub, and other sources, conducting data analysis, synthesizing insights, developing appropriate visuals, and creating executive ready presentations. The role entails engaging with Fraud Management, Line of Business, Product, or Operations partners to mature current state reporting needs, and to develop and implement future state capabilities.
WHAT WILL YOU DO?
Assume accountability for Enterprise Fraud Risk's managerial reporting which entails data analysis, insight synthesis, and creation of executive ready presentations.
Support the development of an 'on-demand' reporting function that is responsive to Line of Business and Product leader requests for fraud risk insights.
Evolve managerial reporting by automating components, where appropriate, to drive accuracy.
Create automated reporting tools leveraging Tableau or other data visualization / managerial reporting tools.
Monitor Fraud Risk metrics and identify trends and opportunities.
Work closely with the Fraud Management partner teams to develop and improve fraud risk metrics and reporting.
Support the development and augmentation of managerial reporting controls and procedures.
Support a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals.
Act as brand ambassador of the Enterprise Fraud Management team by developing strong working relationships across the organization.
Contribute to ad-hoc assignments and special projects.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent
Minimum 5 years years of experience with SAS or SQL, or other data management, reporting and query tool or as a Business Analyst
Minimum 3 years in the Financial Services Industry
Additional Qualifications
Experience crafting data driven messaging for executive leader consumption.
Advanced capabilities in Microsoft Excel and PowerPoint
Fraud Risk Management experience is preferred.
Master's Degree in a related field is preferred.
Experience in a Management Consulting role.
Excellent verbal and written communication skills.
Experience creating Tableau dashboards and other reporting and data visualization tools.
Experience with SQL, Alteryx and other and query tools.
Experience with Snowflake
Experience working with Finance partners and with General Ledger data.
Demonstrated ability to translate business requirements into solutions utilizing a customer-friendly approach.
Demonstrated ability to manage multiple projects and priorities and work in a fast paced environment.
Strong leadership and organizational skills
Ability to work independently, as well as in a team environment.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. #CA-NW.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.#CA-NW.
$87k-139k yearly 1d ago
Data Owner Lead - Strategy, Governance & Partnerships
Jpmorgan Chase & Co 4.8
Wilmington, DE job
A leading financial institution is seeking a Co-Brand Data Owner Lead to drive innovative use of data within the Consumer and Community Bank Credit Card team. The successful candidate will be responsible for strategizing product data delivery, ensuring data quality, and fostering collaborative relationships across the organization. A Bachelor's degree and over 10 years of experience in a data-related field are required, along with strong leadership and technical skills in SQL and Python. This role requires managing multiple workstreams and delivering on strategic changes.
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$91k-132k yearly est. 4d ago
Senior Test Automation Analyst
Jpmorgan Chase & Co 4.8
Wilmington, DE job
JobID: 210678233 JobSchedule: Full time JobShift: Day : Organization Description Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Employer Description
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Job Description
We have an exciting and rewarding opportunity for you to take your Automated Testing career to the next level.
As a Sr Product Delivery Associate- Automation Testing / Selenium / Java Developer at JPMorgan Chase within the Credit Card Line of business you will be working on building and maintaining an in house Test Automation Framework. You will also be working on creating testing scenarios for Automated Functional Testing, End to End and Regression
Job Responsibilities
* Design, develop and maintain automated test cases to validate user acceptance criteria for new and existing features.
* Provide estimates for user stories utilizing planning poker.
* Participate in product backlog prioritization, story mapping, story refinement and Sprint demos.
* Prepare and participate in sprint review meetings showcasing completed product backlog items to the product owner.
* Proactively look to develop and implement best practices across the entire project team, practicing continuous process improvement.
* Collaborate with Product Owners, Product Managers and Technology partners to understand requirements and design effective UAT test plans.
* You will be working on creating the end to end test automation suite for existing workflows. You will also aid in the training of developers and PO to create and modify new test cases.
* Assist in manual UAT efforts when automation is not feasible, ensuring comprehensive test coverage.
* Communicate test progress, results, and issues to Product and stakeholders.
* Integrate automated UAT tests with CI/CD pipelines to ensure continuous validation of new code releases.
Required qualifications, capabilities, and skills
* Bachelors or Masters Degree - preferably in Computer Science
* 3 plus Years of Experience in building and maintaining test automation frameworks.
* 3 plus Years of Experience with open-source test automation tools.
* 3 plus Years of Experience in applying Business driven development techniques (jUnit, Fitnesse, Selenium, Cucumber or similar tools)
* 3 plus Years of Experience in Continuous Integration and Deployment practices and tools (Jenkins or equivalent, Maven, Git, developer efficiency tools).
* 3 plus Years of Experience working in Agile teams, ability to focus and grasp business concepts explained during PBRs and creating test strategy and test scenarios.
Preferred qualifications, capabilities, and skills
* 4 plus Years of Experience working in a financial services environment with good working knowledge of Credit Cards
* 4 plus Years of Experience in application testing and monitoring frameworks - jMeter, AppDynamics, Geneos, Fitnesse, PhantomJS etc.
$90k-110k yearly est. Auto-Apply 60d+ ago
Associate - Modeling Analytics
Jpmorganchase 4.8
Wilmington, DE job
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job Responsibilities
Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
Create and present forecasts to senior management with a clear storyline and data support
Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
Be a self-motivated individual with the ability to work on multiple projects with limited guidance
Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
Minimum 3 years of related analytical experience.
Strong knowledge of Python, SAS, SQL, and MS Office required.
Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
Advanced degree is preferred.
Strong P&L knowledge and understanding of drivers of profitability.
Knowledge of CCAR (Stress Testing) and CECL process
$101k-125k yearly est. Auto-Apply 52d ago
Delaware Trust Administrative Officer II
Bank of America Corporation 4.7
Wilmington, DE job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Delaware Trust Administrative Officer II, Wilmington -
The Delaware Trust Administrative Officer II teams with the Delaware Trust Officers, who manage a book of fiduciary/trust relationships, to meet client needs and expectations. Serves as an additional point of contact to clients and/or as a backup for the Delaware Trust Officers. Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Performs administrative duties such as typing, filing, copying, etc. Non-licensed associate.
Responsibilities -
The Delaware Trust Administrative Officer II is an administrative support resource and may also serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers.
* Provides critical and core administrative client service and support (e.g., assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs.
* Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc.
Qualifications:
* Candidates must have the ability to perform at a high level in a fast-paced team environment and ensure adherence to all internal policies and compliance to legal and regulatory requirements.
* BS/BA degree preferred or equivalent experience required
* Paralegal studies with relevant legal and/or trust administrative experience preferred
* Financial Institution experience focusing on high-net-worth client service a plus
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees: participation in a work from home posture does not make you eligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$73k-102k yearly est. 8d ago
Project Manager - Operations Program Support
Jpmorgan Chase 4.8
Wilmington, DE job
Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do.
As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success.
**Job Responsibilities:**
+ Manage fast-paced, complex, cross-functional programs or projects with significant business impact.
+ Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle.
+ Develop and manage integrated plans, providing regular progress communications to stakeholders.
+ Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones.
+ Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model.
+ Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines.
**Required Qualifications, Capabilities, and Skills:**
+ Bachelor's degree in a related field from an accredited learning institution.
+ 5+ years of related Program or Project Management experience.
+ Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices.
+ Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology.
+ Proven ability to manage multiple efforts, resources, and address issues in a timely manner.
+ Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities.
**Preferred Qualifications, Capabilities, and Skills:**
+ Project Management Professional (PMP).
+ Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis.
+ Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders.
+ Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams.
+ Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$86k-104k yearly est. 60d+ ago
Fraud Product Lead 1LOD
City National Bank 4.9
Newark, DE job
WHAT IS THE OPPORTUNITY? The 1LOD Fraud Strategy and Analytics - Product Owner is responsible for the oversight of activities at an enterprise level for fraud risk management at CNB. Fraud Strategy work across all City National Bank, subsidiaries, and to develop, design and implement consistent controls combating fraud ensuring a consistent approach. Provide direction and oversight driving a high level of performance, a superior client experience and sustainable value creation for RBC shareholders. Lead the transformation of Fraud Managements capabilities and processes continuing best in class solutions. Fraud Strategy is accountable for being the primary point of contact for each business segment and for monitoring strategies to prevent, detect, and minimize fraud losses.As Fraud Product Owner this will involve identifying the risk trends, envisioning fraud remediation solution in-house and vendor based to help target the problem and working with Fraud SME, Tech experts and Business stakeholders to design the best in class fraud surveillance products to help mitigate the risk. This will also involve identifying the Target solution for managing the fraud risk effectively and iteratively delivering solutions to develop towards the target state. The Fraud Product Owner should be able to determine the key performance indicators to help define and manage progress and demonstrating progress against the key KPIs by building effective solution. As part of this role the individual will work closely with the cross functional team including technology, business, operations, investigation to design vision, develop requirement and deliver effective fraud prevention solution.
WHAT WILL YOU DO?
Develop, implement, and manage first line fraud product strategy and practice to ensure comprehensive coverage of internal and external fraud. Ensure adequacy of coverage for end-to-end processes that span multiple businesses.
Understand upcoming threats and formulate fraud risk strategies and design and develop solution in partnership with technology organization to mitigate the risk
Actively engage assigned units, subsidiary and affiliates to ensure that the fraud risk practice is balanced, comprehensive and a transparent reflection of CNB compared to risk appetite.
Work directly with the leadership team to embed an understanding of the fraud risk profile and risk appetite into strategic decision making; challenge decision making that contradicts profile and risk appetite.
Requirement Gathering and Analysis: Collaborate with stakeholders, including fraud analysists, risk managers and technology teams to gather requirements for fraud detection and prevention systems. Analyze and prioritize requirements based on business impact and feasibility
Translate requirements into detailed specifications and design fraud prevention and detection solutions. Create a roadmap for system enhancements and new features considering both short term goals and long term vision
Design the solution and build requirement for tool to support the reporting of fraud risk profiles, analysis and exposures to the Executives, Senior Management and RBC on a regular basis. Reporting should include existing and emerging areas of risk, implications for operational risk appetite, and the ability of the risk management and control infrastructure to support business activities.
Quality Assurance and Testing: Collaborate with the quality assurance teams to define test plans and ensure the effectiveness of fraud detection algorithms and systems. Conduct user acceptance testing to validate the functionality and performance of the developed solutions
Identify requirements for deep dive, initiate or lead deep dive assessments in the bank, as required.
Participate in committees or associated governance/review activities on key business initiatives ensuring that existing and emerging fraud risks for new products, processes and transformational initiatives are identified.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent
Minimum 8 years in a combination of fraud risk management and designing fraud strategy to mitigate the risk
Minimum 6 years banking/financial services and/or technology industry experience.
Minimum 5 years of experience in designing the fraud prevention products with Financial institutes or tech industry
Additional Qualifications
Expert knowledge of Fraud Risk Management frameworks, policies and practices
Strong leadership skills
Proven business knowledge within the assigned Platform
Strategic mindset, with excellent knowledge and understanding of banking/financial services
Highly developed ability for conceptual thinking
Excellent communication and presentation skills
Well developed impact and influence skills
Proven track record of building strong relationships across business functions
Law enforcement or investigative background
Experience in cybercrimes, financial fraud investigations, trading or sales fraud investigations
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.#CA-NW.
$111.4k-189.7k yearly 2d ago
Senior Accountants/Supervisors - Tax and Small Business
Belfint Lyons Shuman 3.3
Remote or Wilmington, DE job
Full-time Description
BLS, one of the largest and most established certified public accounting firms in Delaware, is seeking professionals with either experience or advanced technical related to financial statement (compilation, review and audits) and tax compliance for business (for profit) entities , including preparation and review of work papers, preparation of financial statements and returns needed for tax compliance.
Requirements
Planning, executing and supervising compilation, review and audit engagements for a variety of for-profit organizations
Preparing and analyzing various financial statements up through performing technical review
Preparing complicated tax returns
Making inquiries to various tax authorities
Demonstrating an ability to supervise and prioritize simultaneous engagements, including appropriate delegation of duties
Reviewing changes in work performed from prior years, considering changes in client's accounting procedures and making adjustments to comply with changes in tax laws or accounting pronouncements
Resolving accounting problems and tax issues
Mentoring new staff on assignments
Other qualifications include:
Bachelor's degree in Accounting
3-7 years public accounting experience in a tax environment
CPA certification or evidence of working towards certification
Supervisory experience and client relations skills
Working knowledge of GAAP and small business tax compliance
Ability to work independently
Working knowledge of ProSystems/Axcess software, Thomson Reuters Checkpoint, Microsoft Office and other programs related to tax planning, depreciation and accounting
BLS is a Fourteen-Time Winner of the News Journal's Top Workplaces Award and an independent member firm of PrimeGlobal, one of the most expansive associations of independent accounting firms in the world. We offer opportunities for growth and a diverse workload with flexible hours, competitive salary, generous signing bonuses, excellent benefits, state-of-the-art technology and continued training. Compensation will be comparable to experience and qualifications.
Flexible Schedules Available
Fully on site
Fully Remote
Hybrid
Only applicants of interest will be contacted.
$94k-119k yearly est. 60d+ ago
Summer Internship Program
Belfint Lyons Shuman 3.3
Wilmington, DE job
Internship Description
Begin your career with our Summer Internship Program. Not only will you gain experience, work with clients, and network with the BLS family, but you will also be considered for a Staff Accountant Position. Many of the members of the BLS family started their career journey with a BLS Summer Internship and have advanced throughout the firm! You could be next!
What to Expect
Duration - 8-week/40-hour schedule combining formal learning with real world experiences
Hybrid experience, including a mix of safely being in-office and virtual
Acquire familiarity with firm processes while learning advanced accounting software programs.
Develop and apply learned skills through a variety of activities in all departments of the firm, not just one department. It's the rotational development concept that makes us different from the others.
Engage and learn to perform work assignments as a first-year staff member and an active part of the BLS team.
Contribute to real client work, not an internship of scanning.
Network with accomplished professionals in the public accounting field.
Community service project
Professional development conference attendance
Requirements
What We Look For
Working towards a Bachelors or Masters degree in accounting (preferred), accounting certificate, or another business related major
Striving towards the goal of working in Public Accounting and becoming a CPA
$26k-32k yearly est. 60d+ ago
Full Charge Bookkeeper
Belfint Lyons Shuman 3.3
Remote or Wilmington, DE job
Full-time Description
BLS, one of the largest and most established certified public accounting firms in Delaware, is seeking a Full Charge Bookkeeper with a solid knowledge of accounting principles to perform full cycle bookkeeping and accounting work for small businesses and individuals in our growing Wilmington, Delaware headquarters.
Are you a numbers guru who thrives on keeping books balanced, clients happy, and financial puzzles solved? Do you have the skills to oversee the ins and outs of AR, AP, Payroll, and GL Maintenance-without necessarily being stuck in the weeds all day? If you're nodding enthusiastically, we need to talk!
Requirements
What You'll Be Up To
Keeping multiple clients financially on track with full-cycle bookkeeping-from GL maintenance and month-end close to bank reconciliations and inventory tracking.
Overseeing AR/AP & Payroll-you know the process inside and out, but you won't be manually processing invoices or running payroll (that's what ADP and Paylocity are for). Instead, you'll guide, review, and make sure everything runs smoothly.
Being a tech-savvy rockstar-you can navigate QuickBooks (or similar software) with ease, leverage Excel like a pro (think: formulas, pivot tables, report writing), and even work your magic with Power BI or other data tools.
Client-facing & educational-you'll interact with clients, help them understand their books, and make sure they're set up for success. You enjoy explaining financial reports in a way that makes sense to non-accountants.
Working on-site when needed-must be local and open to occasional client visits.
What We're Looking For
Experience in full-cycle bookkeeping for multiple clients or in a company where you manage it all (not just AR or just AP).
Public accounting experience? Even better! You know how to juggle multiple clients like a pro.
A knack for tech-QuickBooks, Excel wizardry, report writing, and Power BI knowledge are a plus.
Detail-oriented, efficient, and analytical-you spot issues before they become problems and can fix them.
Great communication skills-you love working with clients and breaking down financial data in an easy-to-digest way.
A go-getter mentality-you work well independently but know when to collaborate and ask the right questions.
Ability to travel to client sites as needed.
What's in it for You
Flexibility: Work remote, n-office, or hybrid-whatever fits best outside of client visits!
A supportive, growth-oriented environment where your skills will be valued and developed.
Career advancement opportunities-we believe in promoting from within.
Ongoing training & mentoring to help you reach your career goals.
A team that feels like a family!
If you love the challenge of keeping businesses financially healthy, enjoy tech-driven accounting solutions, and want to be a trusted advisor to your clients-this role is for you! Apply today and let's make the numbers work for you!
Only applicants of interest will be contacted.
$40k-53k yearly est. 60d+ ago
Equities Market Risk Reporting Analyst
Jpmorganchase 4.8
Newark, DE job
The Equities Market Risk Reporting team is a function within the Equities Product Controllers which is responsible for reporting, and controlling, both internally and externally, the composition and risks across the global equities business within the CIB. Examples of the group's work include the preparation of daily and weekly reports that the firm's businesses use to manage their risk, monitoring risk limits and notifying management of limit breaches, global regulatory reporting, and preparation of periodic overviews of VaR and Economic Stress Tests results for senior management.
Job Responsibilities:
Provide support to risk managers for ongoing monitoring and reporting of risk exposures for the line of businesses which they would cover (Exotics, Flow, Syndicates, etc.).
Maintain data quality of reporting and utilize tools to control accuracy of reported results.
Maintain report templates, queries and other aspects of the reporting infrastructure, both online and offline, and meet all service level agreements for report delivery.
Analyze large amounts of data and comfortable making changes and improve end to end processes.
Develop working relationships with internal Finance teams, Market Risk Technology, and Market Risk Coverage teams and maintain procedure documentation for all regularly-performed tasks.
Ensure appropriate controls and governance are in place across the Reporting teams.
Partner with other Reporting teams and groups on specific initiatives and projects.
Required Qualifications, capabilities, and skills:
Strong control acumen, excellent written and verbal communication skills.
Attention to detail, strong organization and processing skills.
Ability to work and solve problems independently, and be able to work in a deadline oriented environment
Innovative and creative thinking, ability to multi-task and prioritize deliverables.
Ability to improve current processes and achieve efficiencies.
Team player who can work well with colleagues of various levels.
Self-motivated and comfortable working with large amounts of data.
Preferred Qualifications, capabilities, and skills:
Degree in BA/BS or Accounting/Finance/Business related area required.
Understanding of financial products and risk metrics (Delta, IBPV, Theta, etc.), derivatives exposure a plus.
Strong Microsoft Excel/Alteryx/Access skills with VBA/SQL programming experience.
$99k-133k yearly est. Auto-Apply 11d ago
AI Deployment Manager
Jpmorgan Chase & Co 4.8
Wilmington, DE job
JobID: 210698047 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $128,250.00-$205,000.00 We are building the next generation of AI and autonomous agents that can reason, plan, act, and learn to solve critical problems in operations at the huge scale of the world's largest bank.
On the Data and Analytics Productivity and Transformation Team, we're dedicated to reinventing how data and analysis drives business outcomes. Our mission is to empower analysts with AI-powered tools and enable deeper, higher-value work for our clients. We champion skill development and change management, ensuring all data and analytics professionals can thrive in this new AI environment. By commercializing innovative AI Platforms, Tools, Systems and Products and fostering a culture of experimentation, we deliver measurable productivity improvements and accelerate the adoption of cutting-edge capabilities.
As the AI Deployment Manager on the Data and Analytics Productivity and Transformation Team, you will lead the evaluation, selection, and deployment of both in-house and third-party AI solutions to drive adoption and measurable impact across analytics teams. Leveraging existing proprietary solutions and dozens of others, you'll implement a standardized evaluation framework, coordinate hands-on testing with diverse analyst groups, and capture feedback through unified scorecards. You will facilitate the adoption of integrated solutions, eliminate redundant ETL work, and streamline stakeholder requests using AI-driven tracking. Additionally, you'll commercialize innovative use cases-such as code generation and knowledge bases-support NLP data visualization rollouts and prepare for business user testing of advanced "talk to data" solutions. Through collaboration with key partners, you'll ensure solutions are rigorously tested, effectively adopted, and aligned with priorities to empower analysts to focus on higher-value work and accelerate the analytics transformation at Chase.
Job Responsibilities:
* Influence the direction of internal tools and platforms while exploring, developing and sourcing AI tools tailored to evolving business needs.
* Liaise with AI focused teams that are building proofs of concept.
* Lead robust evaluations of both in-house AI solutions and external third-party vendors to identify and implement high-impact, high-adoption technologies.
* Establish, customize and maintain a standardized, criteria-driven decision-making process for evaluating and selecting analytic tools and solutions.
* Coordinate and support hands-on testing programs with diverse analyst groups, ensuring real-world feedback and broad participation.
* Capture and analyze tester feedback using unified scorecards and structured evaluation criteria to ensure consistency and comparability.
* Facilitate the adoption and scaling of integrated agentic solutions and multiple point solutions across analytics teams.
* Commercialize innovative use cases, such as code generation and knowledge bases, and support the rollout of NLP data visualization and "talk to data" solutions.
* Collaborate with key partners to drive solution deployment, conduct regular progress check-ins, and ensure alignment with strategic objectives and OKRs.
Required Qualifications, Capabilities and Skills:
* BS Degree and 5+ years in business analytics, consulting, or solution design roles with significant experience leading large-scale analytics initiatives across complex organizations.
* Success managing cross-functional teams and driving organizational change implementing standardized frameworks, piloting new technologies, and achieving measurable business outcomes.
* Ability to evaluate and implement analytics tools and technologies, both in-house and third-party.
* Experience with data analytics platforms, machine learning concepts, and related technologies (e.g., Databricks, Snowflake, NLP tools).
* Adept at leading complex projects, coordinating cross-functional teams, and delivering results on time.
* Capacity to design and execute structured evaluation frameworks, pilot programs, and user testing scenarios.
* Focused on delivering measurable outcomes, such as productivity improvements, cost savings, or enhanced user satisfaction.
* Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical, non-technical, and senior audiences
* Experience and ability to collaborate, influence, and build consensus among senior leaders, technical teams, and business stakeholders to align on priorities and drive adoption of innovative solutions.
* Knowledge of data management and analytics organizations, quantitative methods, and work product development processes
Preferred qualifications, capabilities, and skills
* Advanced degree in an applicable STEM field
* Excellent analytical skills with the ability to assess solution effectiveness, identify gaps, and recommend improvements.
* Ability to drive adoption of new tools and processes, including training, communication, and change management initiatives.
* Clearly articulate technical concepts, present findings, and influence decision-making at all organizational levels.
* Comfortable working in a fast-paced, evolving environment and quickly adapting to new technologies, methodologies, and business needs.
$128.3k-205k yearly Auto-Apply 8d ago
Fraud Analytics and Innovation Lead Analyst
Bank of America Corporation 4.7
Newark, DE job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
Responsibilities:
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
* Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
* Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
* Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
* Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
Required Qualifications:
* Minimum 3 years SAS/SQL Coding knowledge and/or experience
* Ability to manage multiple projects in a complex and rapidly-changing environment
* Ability to work independently as well as part of a team
* Demonstrate strong analytical skills
* Previous risk/fraud analysis, strategy development, or related experience
* Strong written and oral communication skills
* Intellectually curious and willing to dive into complete issues\problems and solve
Desired Qualifications:
* 5+ years of risk analysis, strategy development, or related experience
* 5+ years of SAS or SQL Coding experience
* Prior experience in Authentication, Fraud, Debit Card or other related risk fields
* Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
* Experience managing relationships and projects with external vendor partners
Skills:
* Analytical Thinking
* Business Analytics
* Data and Trend Analysis
* Fraud Management
* Problem Solving
* Collaboration
* Innovative Thinking
* Monitoring, Surveillance, and Testing
* Presentation Skills
* Risk Management
* Data Visualization
* Interpret Relevant Laws, Rules, and Regulations
* Issue Management
* Oral Communications
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$93k-132k yearly est. 15d ago
Business UAT Analyst I - Campaign Testing - BILINGUAL SPANISH REQUIRED
Jpmorganchase 4.8
Wilmington, DE job
Join the team that makes every Chase Card campaign shine! As a Business UAT Analyst, you'll be the quality champion behind the scenes, ensuring our marketing messages wow customers-whether they land in a mailbox or pop up online.
As the Business UAT Analyst I - Campaign Testing within the Card marketing validation team, you will be responsible for developing and maintaining test scenarios, test plans, and test cases used for testing. You will collaborate with Card Marketing, Marketing Channel Execution, and Card Legal, Compliance, and Controls teams to ensure marketing materials are accurate, compliant, and functional. Your role will involve creating testing strategies, preparing test cases, conducting testing, and reviewing results for final campaign manager sign-off. You will interact with campaign management, project management, and development teams to develop a strong understanding of the project/campaign and testing objectives.
Job responsibilities
Interact with campaign management, project management and development teams to develop a strong understanding of the project/campaign and testing objectives.
Develop and lead the test strategy/effort and generate scripts to perform testing cycles both manual and using automation.
Review campaign requirements, specifications, user documentation, help files, and other project documentation - job aids/procedures to assure quality of the test suites to be developed.
Collaborate with appropriate business and technology leads to determine the acceptable range for test results and performance.
Ensure proper version control and configuration management of all test objects developed and test environments used.
Create and maintain the job aids & procedures associated with the testing standards and used by Card marketing validation team.
Support production deployment of campaigns and perform validation testing during the off-hours/weekend release windows.
Identify process gaps and streamline processes to improve efficiency.
Required qualifications, capabilities, and skills
Possess Bilingual Spanish capabilities
Minimum 4 years of experience in E2E campaign testing across emails, Direct mail, microsites with strong collaboration, project management skills
Experience in campaign processes and ability to understand various channels of communications to customers with strong attention to detail and problem solving skills.
Experience in execution of automated test suites with hands - on experience in both waterfall and Agile SDLC models
Knowledge and experience on JIRA tool with data extraction and data driven insights for process efficiencies
Proven ability to manage and prioritize multiple, diverse projects simultaneously.
Excellent verbal and written communication skills to co-ordinate effectively with partners, project & testing teams and bridge the communication gaps.
Excellent problem solving, interpersonal communication , project and time management skills while being extremely detail oriented
$97k-126k yearly est. Auto-Apply 4d ago
Manager - Tax & Small Business
Belfint Lyons Shuman 3.3
Wilmington, DE job
Full-time Description
BLS, one of the largest and most established certified public accounting firms in Delaware, is seeking professionals with experience and advanced technical skills managing multiple tax and accounting client engagements, including scheduling, staffing, coordinating workflow and consistently achieving profitability goals. Examples of work assignments include reviewing workpapers and tax returns and developing new business.
BLS is a Seventeen-Time Winner of the News Journal's Top Workplaces Award and an independent member firm of PrimeGlobal, one of the most expansive associations of independent accounting firms in the world. We offer opportunities for growth and a diverse workload with flexible hours, competitive salary, excellent benefits, state-of-the-art technology and continued training. Travel is limited, and compensation will be comparable to experience and qualifications.
Requirements
· Maintaining contact with clients and possessing a thorough knowledge of the client and client's business
· Preparing or performing technical tax review of tax returns of any complexity
· Demonstrating an ability to supervise and prioritize simultaneous engagements, including appropriate delegation of duties
· Reviewing changes in work performed from prior years, considering changes in client's accounting procedures and making adjustments to comply with changes in tax laws or accounting pronouncements
· Resolving accounting problems and tax issues
· Preparing invoices to clients and communicating details of fees
· Reviewing staff qualifications and assignments for appropriateness
· Mentoring and developing new staff on assignments
Other qualifications include:
· Bachelor's degree in Accounting or other business-related degree with an emphasis in accounting
· 7-9 years public accounting experience in a tax environment, including solid knowledge of current standards and principles
· CPA certification
· Demonstrated skills in managing numerous engagements simultaneously
· Working knowledge of small business tax compliance
· Ability to work independently
· Proficient in MS Office Suite, tax software (CCHAxcess
preferred
), trial balance software (Thomson Reuters Engagement Manager
preferred
), and other electronic practice management, document management, workflow, and portal tools
·
Familiarity with international, multistate, estates & trusts, or high net worth individuals, a plus
Hybrid Schedule Available
Only applicants of interest will be contacted.
$104k-138k yearly est. 60d+ ago
2026 Summer Internship Program - Consumer Banking
TD Bank 4.5
Wilmington, DE job
**Role Type:** Internship/Co-op **Work Term:** Summer/Term 3 Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $27.00 - $27.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
The AMCB Summer Intern supports their Line of Business in the development and execution of work projects to support the Business' goals & objectives. The Summer Intern embodies TD's Shared Commitments and customer-focused culture.
**Consumer Banking **
TD is the 8th largest bank in the U.S. with over 10 million customers and more than 1,200 convenient locations from Maine to Florida. Within Consumer Banking, we focus on delivering financial products and services to our customers, including checking and savings accounts, personal loans, mortgages, and credit cards. Our goal is to help people manage their finances effectively and achieve their financial goals through personalized service and innovative solutions. We are responsible for the strategy, design, management, and delivery of deposit and lending products.
Consumer Banking interns will work in one of the following groups:
+ **Consumer Deposit & Payment Products (CDPP)** is responsible for the strategy, design and management of TD's deposit products, including checking accounts, saving accounts and CDs.
+ **Credit Cards & Unsecured Lending (CCUL)** is responsible for the bank's branded credit cards, unsecured personal loans, and strategic partnerships with companies like Target and Nordstrom to offers credit cards to their customers.
+ **Real Estate Secured Lending (RESL)** provides residential lending products, including mortgages and home equity products.
+ **Distribution** manages the store network and leads the strategy for store transformation, sales and advice, and customer experience.
+ **Digital Performance** assesses the performance of digital and mobile platforms used by our customers and small businesses and identifying enhancement opportunities.
+ **Consumer Business Excellence** identifies critical activities to determine opportunities for cost, controls, and customer experience optimization across the Consumer Bank.
+ **Wealth** offers products and advisory services for mass affluent, high net worth, and institutional clients.
Consumer Banking is offering in-person internship opportunities in Mount Laurel, NJ and Wilmington, DE. Interns will be required to be in-office 4 days a week.
**Depth & Scope:**
**AMCB Summer Internship Experience**
TD Bank, America's Most Convenient Bank **_ _** , offers an Internship Program with an unparalleled experience - where you'll gain valuable insight into our vision to Build The Better Bank, while also strengthening the core skills and knowledge you'll need to launch a successful career.
Our 10-week, non-rotational program consists of:
+ A fun-filled, high-energy introduction to TD Bank, America's Most Convenient Bank **_ _**
+ A variety of professional experiences and development training
+ Extensive networking opportunities and interactions with senior leaders
+ A dedicated support network, including a formal peer-mentoring program
+ An active role in community service projects
+ Opportunity to join our rotational analyst program upon graduation and participate in our 6 Week Innovation Challenge, VR experience and variety of learning & development opportunities.
**Education & Experience:**
+ Pursuing post secondary degree in business-related disciplines
+ Knowledge of Microsoft tools (Outlook, Teams, Word, PowerPoint, Excel)
+ Excellent interpersonal skills, problem solving and analytical skills
+ Ability to take initiative and accountability of your actions
+ Demonstrated leadership qualities
+ Strong written and oral communications skills
+ Detail oriented with an ability to handle multiple tasks
+ Ability to work independently and collaboratively
+ You must be work authorized in the United States on a permanent basis without the need for employer sponsorship
+ Anticipated graduation between December 2026 to June 2027 preferred
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Frequent
+ Walking - Frequent
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Occasional
+ Reaching forward - Occasional
+ Pushing - Occasional
+ Pulling - Occasional
+ Twisting - Occasional
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Zippia gives an in-depth look into the details of Faw Casson, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Faw Casson. The employee data is based on information from people who have self-reported their past or current employments at Faw Casson. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Faw Casson. The data presented on this page does not represent the view of Faw Casson and its employees or that of Zippia.
Faw Casson may also be known as or be related to Faw Casson and Faw Casson & Co LLP.