Finance Controller jobs at Fidelity Investments - 3354 jobs

Director, Financial Reporting and Accounting Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $125,000-$190,000/annually Position Summary This position is a key member of the accounting team and the finance group as a whole. The Director - Financial Reporting & Accounting provides oversight and management of internal and external reporting, analyzes and implements new accounting policies and standards as required, monitors and updates existing accounting policies as the Company's business changes, and oversees accounting operations functions. Primary Accountabilities People Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment. Coaches, develops, and conducts performance management activities with direct and indirect reports. Identifies high-potential employees for advanced training and development opportunities. Effectively manages poor performers. Job Specific Supports the Chief Accounting Officer in managing external financial reporting, including preparation and review of the annual report, quarterly earnings releases, bank regulatory reports and legal entity regulatory financial reports. Prepares initial drafts of financial statements to be included in Form 10-Qs and Form 10-K, including footnotes and Management's Discussion and Analysis (MD&A). Administers and supervises the annual and quarterly preparation process conducted by other accounting personnel. Supports the finance team in the review of footnote documentation and MD&A information. Performs a detailed review of the quarterly call report and Federal Reserve reports. Supports the finance team in the preparation of monthly and quarterly financial reporting packages for management, the audit committee and the board of directors. Addresses inquiries from internal and external auditors, providing documentation that supports their needs. Plans, organizes and coordinates all activities of the general accounting function for the Corporation to ensure accurate and timely recording of accounting entries. Administers and supervises the month-end close process. Is responsible for ensuring the accuracy and adequacy of internal control documentation required for enterprise risk management. Maintains a process to ensure that all balance sheet and internal DDA accounts are reconciled on a periodic basis. Is responsible for completing annual goodwill and intangible asset impairment assessments. Stays current with new accounting and financial reporting guidance issued by the FASB, SEC and IASB when applicable. Other The role requires occasional travel for training and team meetings, and willingness to travel periodically to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree in accounting. 10+ years of experience with a financial services, multi-company organization. CPA preferred. Over seven years of significant bank accounting experience, including SEC reporting/public company experience. Working knowledge of GAAP accounting issues as they relate to the banking industry. Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence. Excellent organizational and time management skills. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT PIdc4442081f66-37***********5

A leading global consulting firm in San Francisco is seeking a Senior Manager in Finance Consulting to lead the development and execution of impactful finance and treasury strategies. You will guide large projects, maintain operational excellence, and interact with clients at a senior level. The ideal candidate has a Bachelor's Degree and over 7 years of consulting experience in finance. Candidates will benefit from diverse team environments and opportunities for career growth. Salary ranges from $124,000 to $280,000 with various benefits. #J-18808-Ljbffr

We're seeking a strategic, forward-thinking Vice President - Controller to lead our accounting and finance functions and position themselves as the next Chief Financial Officer within the coming years. This is a rare opportunity for a seasoned financial leader to shape the future of a growing credit union while driving innovation and efficiency across the organization. As Controller, you'll be the cornerstone of our financial integrity and a trusted advisor to executive leadership and the Board. You'll manage a talented team, champion process automation, and ensure our financial strategy aligns with our mission and long-term goals. This is more than a Controller role - it's a launchpad for a CFO-caliber leader. This is a hybrid position that will report to our Northgate, Seattle Headquarters at least 2 days per week (Mondays and Wednesday). More in-office time may be necessary for certain leadership and team meetings. Applications for this role will close on JANUARY 23, 2026 OUR TOTAL REWARDS PACKAGE Base salary range of $152,691.39-$256,521.53 per year. The typical starting offer will fall between $165,000 - $215,000 per year, depending on experience and qualifications. This position qualifies for our profit‑sharing bonus program with possible annual payouts totaling 0-8% of annual salary depending on company performance. Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company‑paid contributions. Generous time off including 15 days of vacation, 12 days of sick time, and 2 floating holidays per year (eligible for use after 90 days of employment). Paid holidays in accordance with the Federal Reserve calendar. Tuition reimbursement. 401(k) plan with pre‑tax and post‑tax (Roth) options including company matching after 6 months of employment. Charitable contribution matching. Monthly transportation subsidy for employees that qualify. And more! Expanded details about our benefit offerings can be found at: *********************** WHAT YOU'LL DO IN THIS ROLE Manage and mentor the accounting and finance teams, fostering collaboration and continuous improvement. Work closely with executive leadership and department heads to translate financial objectives into actionable priorities. Oversee accurate GAAP‑compliant financial reporting, regulatory filings, audits, and internal controls. Spearhead digital transformation and enterprise‑wide system updates to enhance efficiency and scalability. Develop budgets, forecasts, and financial roadmaps that support sustainable growth and strategic initiatives. Provide insights and recommendations to the CEO, CFO, and Board to inform critical decisions. WHAT YOU BRING TO THE TABLE Experience: 10+ years of progressive accounting/finance leadership. 5+ years in a senior management role (Controller or Assistant Controller). Direct experience in banking, credit union, or financial services required. Education & Credentials: Bachelor's degree in Accounting or Finance. Active CPA or CMA certification. Skills & Attributes: Deep knowledge of GAAP, NCUA/banking regulations, and complex financial reporting standards. Strong executive presence with the ability to present financial strategy to senior leadership, the Board, and regulators. Proven track record of leading and developing high‑performing teams in a collaborative, results‑driven environment. Advanced analytical and problem‑solving skills with a focus on strategic planning and operational efficiency. High proficiency with accounting systems, financial modeling tools, and Microsoft Excel. Ability to interpret regulatory changes and translate them into actionable policies and strategies. Solid understanding of advanced financial concepts, including capital ratios and risk modeling. ABOUT SALAL CREDIT UNION We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts. Helping our employees build and achieve their career goals is equally as important to us, and we are dedicated to fostering a positive work environment in which they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of. Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers. Salal Credit Union participates in E-Verify to confirm employment eligibility for all new hires in accordance with federal law. Seattle, Washington 98115 #J-18808-Ljbffr

About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The VP, Controller & Finance Transformation is the senior accounting and controllership leader for the company, balancing hands‑on execution with executive-level ownership of accounting outcomes, systems, and scalability to support the company's rapid growth, expanding product offerings, and increasing complexity. This role focuses on building efficient and well-controlled accounting processes, with particular emphasis on optimizing the recently implemented Workday Financial platform. The role oversees Accounting Operations (Cash, A/P, A/R) and Accounting Control (General Ledger), and partners closely with FP&A, Technology, and Product/Business teams to ensure accounting, financial reporting, and control requirements are effectively embedded into systems, workflows, and new product development initiatives. This role is expected to operate with strong controllership fluency and to deliver timely and accurate financial reporting outcomes through leadership and collaboration. This position is designed for a senior accounting leader with demonstrated experience across traditional controllership functions and hands‑on finance transformation delivery. Success in the near‑term will be demonstrated through enhanced automation and scalability, optimization of processes and people, shortening of the monthly close and reporting cycle, and improvement of reporting and analytical tools available to finance and business executives. Essential Job Duties and Responsibilities Accounting Operations, Control & Finance Transformation Provide leadership and functional ownership across the Accounting Control and Accounting Operations teams to optimize and scale transactional accounting workflows, general ledger control, and financial close and reporting processes Lead the post-go‑live stabilization and ongoing optimization of Workday, overseeing and developing the Workday System Administrator as a core resource and business partner Embed accounting logic, controls, and validation rules into systems and data pipelines to reduce manual effort and risk Partner with Technology & Data teams on integrations, data integrity, and change management controls Explore and leverage AI technologies, as they evolve, to enable more efficient and effective processes while maintaining strong oversight and controls Drive adoption of best practices to support long‑term system health and scalability and improve reporting capabilities for finance executives and business partners New Products & Growth Enablement Partner with Product, Engineering, Data and Business teams to support new products, revenue streams, and business models from concept through launch and scale Serve as the accounting representative in cross‑functional growth initiatives to ensure accounting and reporting requirements are embedded early and scale effectively Financial Reporting Oversee external financial reporting, including GAAP financial statements and required regulatory, lender, and investor reporting Support audit readiness and the implementation of new accounting standards, as applicable Leadership & Collaboration Act as a change agent, driving a culture of continuous improvement and innovation across people, processes and technology Develop team members supporting accounting operations, financial reporting, systems, and transformation initiatives Required Skills, Knowledge and Abilities Bachelor's degree in Accounting, Finance or related field CPA license required Experience with ERP implementation/optimization projects Combined Big 4 public accounting and fintech, financial services or other complex regulated industry experience preferred Demonstrated experience in accounting operations and financial close and reporting processes Major hands‑on ERP project experience (design, build and optimization); Workday familiarity is a plus Deep understanding of U.S. GAAP, internal controls and financial reporting requirements Outstanding project & change management skills: Ability to manage priorities, meet deadlines, balance multiple initiatives and projects simultaneously, and motivate stakeholders to collaborate Demonstrated ability to partner effectively with cross‑functional leaders to influence business outcomes beyond the accounting function, as well as externally with auditors and users of financial reports Entrepreneurial mindset: Self‑motivated and eager to identify efficiencies, be hands‑on to implement improvements, and champion change Exceptional organization, keen attention to detail and commitment to accuracy Excellent written communication skills including production of clear and concise process documentation Additional Information Regarding Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Compensation: $260,000 - $310,000 annually + Bonus If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! #J-18808-Ljbffr

Salary Range: $207,900.00 - $272,800.00 / yr Whether you're a recent grad or a seasoned professional, you can experience meaningful career growth at Rosendin. Enjoy a true sense of ownership as you work with a proven industry leader on some of the most exciting and high‑profile projects in the nation. We offer a wide range of job opportunities, competitive compensation, full benefits, an Employee Stock Ownership Plan and more. Why Rosendin? Since our founding over 100+ years ago, Rosendin has been driven to positively impact the communities where we live and work. We are an organization built on integrity and have a culture that empowers people, embraces diversity, and inspires everyone to do their best. As one of the largest employee‑owned electrical contractors in the United States, you will have the unique benefit of being a shareholder at a company that is experiencing tremendous growth and success. When our people succeed and fuel our success, we reward them. We'd love to have you as a shareholder! YOUR NEXT OPPORTUNITY: As the Director, FP&A (Financial Planning & Analysis), you will take ownership to establish and lead budgeting, forecasting, financial modeling, and reporting, while also supporting treasury, cash flow management, and broader finance responsibilities. This role is highly visible, working directly with the Controller and operations leadership to drive short‑ and long‑term overall business performance and financial success. You'll drive FP&A strategic direction through business‑driven insights and targeted recommendations that guide decision‑making. The ideal candidate is a collaborative and empowering people‑management leader with a proven track record of both strategic and hands‑on FP&A experience, comfortable building complex models, analyzing key performance measures, and engaging and influencing all levels within the organization-including senior executives, project managers, and other key stakeholders. WHAT YOU'LL DO: Lead development and ongoing evolution of enterprise‑wide FP&A strategy for short‑to‑long‑term budgeting, forecasting, and financial planning aligned to both functional and overall company business strategy and objectives Advise enterprise‑wide senior leadership on FP&A strategic insights and develop data‑driven business‑centered recommendations with financial implications to overall organization's key strategic initiatives and objectives Provide senior leadership consultation, deliverables, and support for anything required from board‑level activities Ensure and drive comprehensive and accurate budgeting, forecasting, financial planning, and reporting deliverables Oversee and develop enterprise‑wide variance analysis against budget/forecast, determine key performance drivers that impacted business success, and develop highly targeted data‑driven business recommendations Own development of highly complex financial models that include scenario analysis and sensitivity analysis while ensuring alignment to company‑wide strategic initiatives and priorities that drive budget‑to‑actual analysis development Drive implementation and ongoing advancement of comprehensive, insightful, and business‑focused dashboards/analytics, KPIs, and management reports Lead interconnected and collaborative partnership with Treasury to provide insightful, comprehensive, accurate and timely key deliverables that support cash‑flow forecasting, working capital management, and liquidity planning Partner with operations and project management to identify key metrics, regularly evaluate performance, and collaborate to develop opportunities for ongoing improvement Develop and deliver actionable insights and recommendations to improve short/long‑term margins and operational efficiency Enhance financial reporting processes and ensure data integrity across all systems Drive operational excellence that includes identifying opportunities for continual improvement and developing best‑in‑class policies and processes for streamlined financial planning, forecasting, and reporting cycles Establish and evolve FP&A policies, procedures, and standards that deliver highly insightful, comprehensive, and actionable results for the organization Build and continually drive high‑performing, collaborative, and agile team that partners with all stakeholders both internally and externally within the organization Serve as key liaison between Accounting and Operations to ensure alignment Support the month‑end process, including tasks and annual audits as needed Support the Accounting close department with other tasks and projects as business requires These duties and responsibilities describe the general nature and scope of work; other duties may be assigned as needed WHAT YOU'LL NEED TO BE SUCCESSFUL: Strong track record with deep domain knowledge, experience, and background in budgeting, forecasting, and financial modeling Ability to translate highly complex information into strategic actionable next steps Advanced Excel and exceptional PowerPoint/Presentation skills Advanced financial systems skills; ERP experience (Oracle) preferred Excellent verbal and written communication skills for all levels internally and externally Proven influence and advisory skills to senior executive leadership and key stakeholders Strong organizational and time‑management skills; ability to multi‑task, work independently, and meet deadlines consistently Skill to lead collaboration and partnership across all cross‑functional groups Proven track record of developing and empowering a high‑performing team Ability to handle sensitive and confidential information with discretion Passion for detail and complexity; knack for problem solving Ability to prioritize and manage multiple tasks with changing priorities Self‑motivated, proactive, and a team player WHAT YOU BRING TO US: Bachelor's degree in Finance or Accounting or related field; MBA, CPA, or CFA a plus 15+ years of Finance/FP&A experience required, with comparable experience in construction preferred 5+ years of Finance/FP&A people management experience TRAVEL: Up to 25% WORKING CONDITIONS: General work environment: sitting for long periods, standing, walking, typing, carrying, pushing, bending. Work primarily indoors with fluorescent lighting and air conditioning. Noise level usually low to medium; can be loud on the job site. Fully comply with the ADA and applicable state law, providing reasonable accommodations for qualified disabled applicants and employees. Occasional lifting up to 30 lbs. YOU Matter - Our Benefits ESOP - Employee Stock Ownership 401 K Annual bonus program based on performance, profitability, and achievement 17 PTO days per year plus 10 paid holidays Medical, Dental, Vision Insurance Term Life, AD&D Insurance, and Voluntary Life Insurance Disability Income Protection Insurance Pre‑tax Flexible Spending Plans (Health and Dependent Care) Charitable Giving Match with the Rosendin Foundation Pay Range $207,900.00 - $272,800.00 Annual The pay range for this role is what we expect to pay for candidates that meet the specified qualifications and requirements listed on this job description. Candidate pay can vary based on location, job‑related experience, skills, and education. Rosendin Electric is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. Employment decisions are considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, pregnancy or age (over 40), or any other categories protected by applicable federal, state or local law. Equal Opportunity/No Discrimination. Rosendin is an Equal Opportunity Employer. #J-18808-Ljbffr

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. Those in financial due diligence at PwC will focus on providing strategic advice and business diligence services to clients in their mergers, acquisitions and divestitures. You will be responsible for analysing financial information focusing on quality of earnings and assets, cash flows and other key client deal issues. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Key Skills & Experience Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. 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 Aquisition Advisory team you are expected to manage client service accounts and drive client engagement workstreams. As a Manager you are expected to supervise, develop, and coach teams, maintaining top-quality deliverables and leveraging team strengths to meet client expectations. You are expected to thrive in a team setting, communicate effectively with both technologists and business partners, and drive client engagement workstreams. Responsibilities Manage client service accounts and drive engagement workstreams. Supervise, develop, and coach teams to confirm top-quality deliverables. Utilize team strengths to meet client expectations. Foster productive communication between technologists and business partners. Lead client engagement workstreams. Assure project success and maintain exceptional standards. Promote a culture of trust and accountability. Address and resolve conflicts or issues as they arise. What You Must Have Bachelor's Degree. 5 years of experience. Active CPA in the current work office, Chartered Accountant in good standing, MBA through an accredited university, or CFA credential. What Sets You Apart Broad knowledge in financial due diligence and transaction-related services. Interviewing executive management at target companies. Assessing a target company's quality of earnings, net assets, and cash flows. Managing resolution of issues in technical accounting areas. Supervising teams to create an atmosphere of trust. Seeking diverse views to encourage improvement and innovation. Answering questions and providing direction to less-experienced staff. Coaching staff with timely meaningful feedback. 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: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr

We are looking for a Senior Manager, Accounting with strong technical accounting experience to join our growing Finance team as a newly created position. The role will be in our Boston office working in close collaboration with the London-based Finance team. You will have the opportunity to apply your extensive experience of US GAAP and broader financial experience across a range of processes and operations for a global group. The primary responsibilities of this role will include, but are not limited to, the below: Responsible for leading audits with an external Big 4 audit firm, ensuring financial statements comply with GAAP accounting policies and disclosure requirements Responsible for the month-end close process for US legal entities in the group, including financial reporting, reconciliations and management information Input and maintain accurate accounting data in the firm's financial systems, ensuring all entries comply with relevant local accounting standards Contribute to the enhancement of financial policies and procedures to strengthen control environments and ensure best practice, with a specific focus on US GAAP and local US compliance and regulatory frameworks Collaborate with the Boston based Tax Manager to assist in the preparation of relevant US federal and local tax filings, liaising with external advisors as required Collaborate with our outsourced service provider to manage general ledger activities, journal entries, reconciliations and month-end close processes Participate in finance system improvements and digital transformation initiatives to enhance efficiencies and reporting accuracy Ensure compliance with company policies and regulatory requirements Support the COO / Head of Operational Finance with ad hoc special projects as required Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels Key responsibilities may be assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed. Additional responsibilities include: Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels Qualifications / Attributes Required: We are looking for a proactive and motivated team player to join our Finance team. This role requires a strong understanding of GAAP, financial principles and the ability to review and communicate complex financial information effectively. The successful candidate will ideally be able to demonstrate the below qualifications/attributes: Bachelor's degree in accounting and CPA and/or master's degree in accounting 8+ years of relevant accounting experience Strong knowledge of accounting principles, financial reporting, and internal controls Expertise in GAAP accounting principles, practices and procedures Proven ability of project managing the audit process Proven experience of adhering to the complex regulatory and financial reporting requirements within the Financial Services industry Excellent analytical and problem-solving skills, with a keen attention to detail and the ability to identify areas of improvement Highly motivated, flexible, quality focused teammate with excellent organizational skills Ability to quickly grasp complex organizational/ownership structures Ability to work independently and exhibit both independent thinking and good judgment Effective communication and interpersonal skills, with the ability to interact with stakeholders across all levels, locations and business functions Passionate about details while maintaining a broad view of business objectives Strong knowledge of Microsoft Office Suite (particularly Excel and PowerPoint) Understanding of and ability to learn financial systems and reporting tools Preferred: Knowledge or prior experience of SAP Business by Design would be highly desirable Benefits and Compensation Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events. We also support the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc. Massachusetts requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our Massachusetts office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in Massachusetts is $120,000 - $180,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis. The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program. For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice #J-18808-Ljbffr

Join us to lead high-visibility initiatives, build influential partnerships, and help set the standard for innovation and best practices in financial reporting. JPMorgan Chase's CIB Wholesale Lending FERC team is looking for a skilled Vice President to join our Transformation Team, offering the opportunity to lead change initiatives and influence key partnerships. As a Vice President on our Wholesale Lending FERC Transformation Team, you'll have the unique opportunity to drive strategic change, elevate data integrity, and make a lasting impact across the organization. The role focuses on solution design/development with the goal of improving data quality to meet Regulatory Reporting requirements. The roadmap to achieve this is often through implementation of control enhancements, technology solutions, and an optimized operating model, as well as a view towards long-term sustainability, which includes delivering training for cross-organization adoption. You will engage with multiple leaders across Risk, Operations, Technology and Accounting/Legal Policy in this world class organization. Job Responsibilities Drive development and implementation of strategic solutions to meet regulatory and external reporting challenges related to wholesale lending. Collaborate with cross-functional teams-including technology, reporting, and business partners-to understand processes, implement strategic solutions, onboard/decommission systems, and provide analytics and support. Execute end-to-end project management,including data capture and sourcing, remediation, operating model enhancements, training, and developing reporting logic requirements. Perform data analysis and research to influence business decisions, triage issues, identify root causes, and recommend solutions to resolve data defects. Responsible for detailed documentation of requirements/requirement interpretation Prepare, document, and present findings or status updates in senior management forums, ensuring accurate SEC and regulatory reporting. Execute controls on an interim basis to ensure accurate SEC and regulatory reporting of wholesale lending data Provide system-level support to Wholesale Lending Services (WLS) to ensure operational processes and changes adhere to regulatory instructions. Required qualifications, capabilities, and skills 6+ years of experience in financial control, regulatory external reporting, or related roles within the banking or financial services industry. Advanced expertise in data management and analysis, including organizing, maintaining, and ensuring the integrity of large, complex datasets. Proficiency with data profiling and analytics tools such as Alteryx, AWS Databricks, SQL or similar query languages, and Tableau for dashboard creation. Demonstrated ability to synthesize complex data, perform root cause analysis, and formulate actionable conclusions to resolve data or process issues. Strong capability in mapping and documenting data lineage to ensure transparency, accuracy, and compliance. Ability to leverage advanced technologies, including Large Language Models (LLMs), to solve problems and enhance productivity. Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to management and stakeholders in a clear and persuasive manner. Strong relationship-building and networking skills, with the ability to collaborate effectively across the firm. Exceptional organizational and project management skills, with the ability to manage multiple priorities and work under pressure while maintaining attention to detail and a strong controls mindset. Commitment to lifelong learning and continuous professional development. Self-motivated and willing to take initiative; ability to thrive in a changing work environment #J-18808-Ljbffr

Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact. #J-18808-Ljbffr

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

A global financial services firm is seeking a Senior Manager in Accounting to lead audits and oversee the month-end close process while working closely with a Boston team. This role requires 8+ years of accounting experience, a strong background in GAAP, and proficiency in financial reporting. The firm offers competitive compensation, exceptional benefits, and a supportive working environment focused on professional growth. #J-18808-Ljbffr

Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professional's practice. This individual will satisfy this requirement through two major functions - partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm's financial professionals, and teams on all things related to Oppenheimer's financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position may be based at any of the following office location: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City. Responsibilities Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer's goals-based financial planning process Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes Build strong, trustworthy, value driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning Operate as a bridge to the various platforms that represent the firm's product offering such as but not limited to, Oppenheimer Asset Management, Oppenheimer Life Agency & Oppenheimer Trust Company of Delaware Qualifications Minimum of 7 years' experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies Bachelor's degree in business, finance, accounting or related field required FINRA Registration: Series 7 and 66 (or 63 and 65) required Active state life and health insurance license required Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software The ability and flexibility to travel, approx. 10-25% of the year Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time. High ethical standards geared toward putting the clients' best interest first Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure Strong working knowledge of Microsoft Office suite Strong attention to detail Compensation For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $130,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. #J-18808-Ljbffr

A leading investment bank is seeking a Senior Director for their Financial Planning team in Chicago. The role involves engaging with financial professionals to develop business opportunities, educating them on financial planning practices, and serving as a trusted advisor to clients. With a minimum of 7 years' experience in financial services and strong presentation skills, the candidate will participate in driving client engagement. The position offers a competitive salary range between $130,000 and $150,000, reflecting experience and qualifications. #J-18808-Ljbffr

Voleon is a technology company that applies state-of-the-art machine-learning techniques to real-world problems in finance. For more than a decade, we have led our industry and worked at the frontier of applying machine learning to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future. Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced finance and technology professionals. You will be working with strategies that are at the forefront of machine learning and statistical trading. The strategies have been carefully designed to generate non-correlated returns. Our firm and its strategies are the product of many years of meticulous research and craftsmanship, and you will lead the way in bringing them to investors. In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more. We're looking for a Director of Strategic Finance to bolster our growing FP&A team. You will own Voleon's budgeting and forecasting as well as lead efforts focused on evaluation and execution of new business initiatives, including new ventures beyond traditional fund management. This is a highly strategic finance position requiring sharp business judgment, a deep financial modeling toolkit, and the ability to be a trusted thought partner in enterprise-level decisions. You will report to the CFO and work cross-functionally with strategy, operations, and executive leadership. Responsibilities Own company-wide forecasting, budgeting processes and deliverables Partner with senior leadership to evaluate and operationalize new business initiatives Prepare executive level materials summarizing business proposals, economics, and go-forward plans Coordinate accounting, reporting and compliance operational workflows related to growth initiatives, ensuring timely and accurate reporting and compliance Provide analytical and financial insights for both exploratory and executional phases of growth initiatives Support firm-wide strategic planning, scenario modeling, and capital allocation analyses Lead cross-functional initiatives to improve operating efficiencies including Management Company Finance, Fund Finance and other functional groups Requirements 10+ years of experience in strategic finance, corporate development, investment banking, or FP&A in fast growing technology or services companies with complex operations Excellent communication and stakeholder management skills, including with legal, compliance, and executive leadership Strong financial modeling and forecasting capabilities Demonstrated ability to independently drive complex, cross-functional initiatives Proven knowledge of accounting and financial reporting on a GAAP and cash basis Strategic thinker with a commercial mindset and a high level of business judgment Bachelor's degree in Finance, Economics, or related field; MBA or other advanced degree a plus The base salary range for this position is $160,000 to $190,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match. If you have a great candidate in mind for this role and would like to have the potential to earn $15,000 if your referred candidate is successfully hired and employed by The Voleon Group, please visit our website for more information on the Voleon Referral Bonus Program. The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law. #J-18808-Ljbffr

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

TAS Director - Financial Due Diligence page is loaded## TAS Director - Financial Due Diligencelocations: Miami: Fort Lauderdale: Tampatime type: Full timeposted on: Posted Todayjob requisition id: JR116856We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.RSM is looking for a Director to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.**Responsibilities:*** TAS Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers.* Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations.* Utilize proven business development skills to build upon transaction advisory services work.* Identify business opportunities and enhance go-to-market strategies.* Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff.**Required Qualifications:*** A bachelor's degree, ideally with a major in accounting or finance* Approximately 10 years of related work experience: with at least 5 years experience in financial due diligence* Successful track record of building and growing a Transaction Advisory Service Practice* Big Four or similar consulting background* Experience servicing private equity groups (PEG)* Experience with developing and supervising staff both on engagements and in their career* Demonstrates thorough knowledge and/or a proven track record of success with operating in a professional services firm or large consultancy At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please for additional information.At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $151,200 - $304,200Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr