Senior Associate jobs at Frazier & Deeter - 414 jobs
Senior Associate, Audit
Frazier & Deeter 4.5
Senior associate job at Frazier & Deeter
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Huntsville, Nashville, Tampa, Pensacola, Las Vegas and Winter Haven there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grows every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Description:
Frazier & Deeter's audit and assurance team is currently searching for an Audit SeniorAssociate to join our growing team. You will be involved with client engagements from start to finish, which includes planning, budgeting, directing, and completing assigned tasks of the integrated and financial statement audit, and managing the engagement to budget.
Essential Duties and Responsibilities:
Supervise, train, and mentor assigned audit associates and interns on audit processes and assess the performance of the audit staff for engagement reviews.
Work with members of the audit team to identify and resolve any client issues discovered during audit process.
Gain a comprehensive understanding of client operations, processes, and business objectives.
Research and analyze accounting issues and transactions and any audit-related or tax-related issues utilizing electronic databases.
Develop and communicate recommendations for business and process improvements.
Maintain good working relationships with client personnel to enhance customer satisfaction and work with client management and staff at all levels to perform audit services.
Actively participate in audit planning meetings, closing meetings, and committee meetings as a key member of the audit team.
Assist audit partners and senior management on client proposals and business development calls.
Participate in on-going audit staff recruiting efforts as needed. Attend professional development and training sessions on a regular basis.
Required Skills and Experience:
Bachelor's degree in Accounting or in a business-related field is required. 150 semester hours of education is also required.
2-6 years of progressive external audit experience in a public accounting firm or a professional services firm is required.
CPA license or parts of the CPA exam passed is preferred. A desire to obtain the CPA license is required.
Demonstrated ability to lead, recruit, train and mentor other audit staff while managing multiple client engagements and competing priorities in a fast-paced, team-oriented environment.
Exceptional client service skills with a demonstrated ability to develop and maintain client relationships.
Excellent analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards.
Excellent verbal, written, and presentation skills.
Strong computer skills including proficiency in Microsoft Office Suite and audit preparation software packages.
Attention External Recruiters: Frazier & Deeter is not accepting any unsolicited resumes for this opening at this time.
BBVA Global Wealth Advisors, an SEC-registered investment adviser, is seeking a motivated and detail-oriented AML EDD & Monitoring SeniorAssociate to join our growing Compliance Team. This role is responsible for executing and enhancing our Regulatory Compliance Program, including Anti-Money Laundering (AML) and financial crime prevention program. You'll play a key role in protecting the firm from illicit activities while ensuring strict adherence to all applicable laws and SEC regulations.
The ideal candidate brings strong investigative, analytical, and regulatory experience, with the ability to translate complex risks into actionable controls and deliver high-quality results in a fast-paced environment.
Key Responsibilities
As a AML EDD & Monitoring SeniorAssociate, you'll be on the front lines of our financial crime defense, with a diverse range of responsibilities that include:
EDDs/Risk Assessments:
Conduct initial and ongoing Enhanced Due Diligence (EDD) reviews in higher-risk clients, including PEPs, foreign clients, complex ownership structures, source of wealth verification, and adverse media, documenting conclusions in a clear, concise, and factual manner.
Assess customer risk profiles determined by the firm's risk-based methodology and maintain accurate, up-to-date risk ratings.
Identify potential risks, escalate concerns, and propose effective operational improvements to help ensure that operation controls are in place for all key processes and that any control weaknesses are appropriately addressed and escalated.
Account Periodic Reviews:
Performing periodic, risk-based reviews of client accounts across all client risk tiers, ensuring ongoing compliance with AML & KYC standards. This includes verifying client information, updating beneficial ownership details, and re-assessing client risk profiles in accordance with firm policy.
Revalidate client information, transactional behavior, and adverse findings, and take actions accordingly, as dictated by AML Policies and Procedures.
Document conclusions in a clear, concise, and factual manner.
Transaction Monitoring & Investigations:
Analyzing transactional data for unusual patterns, red flags, and suspicious activities that may indicate money laundering, terrorist financing, or other financial crimes.
Collaborate with operation and commercial teams to understand the transactional context and escalate matter when appropriate.
Conduct timely investigations into potentially suspicious behavior, gather supporting documentation, and prepare well-supported recommendations to escalate activity, as needed.
Watchlists & Screening Oversight:
Manage the internal list name screening process, playing a key role in quality assurance and ensuring the process effectiveness.
Oversee the accuracy, completeness, and regular updates of internal watchlists, including lists of high-risk individuals, entities, and jurisdictions. Collaborating with various departments to ensure timely inclusion or removal of names.
Work with internal and external stakeholders to ensure system accuracy and proper calibration to reduce false positives and maintain industry standards.
AML Policies, Procedures, Control Enhancement:
Assist in the drafting, review, and transposition of Compliance policies, procedures, and controls to ensure they are current, comprehensive, and effectively mitigate identified risks.
Translate applicable regulatory requirements into actionable internal guidance.
Support internal and external audits, regulatory examinations, and remediation plans, as applicable.
Special Projects:
Participate in and lead various special projects aimed at enhancing our AML Compliance program, such as system implementations, new product risk assessments, training initiatives, and internal audit responses.
Ad Hoc Requests:
Responding promptly and accurately to various ad hoc requests from internal stakeholders (e.g., front office, operations, legal) and external parties (e.g., auditors, regulators) related to Compliance as required by business needs.
Compliance Cross-Functional Collaboration - this role may have exposure to cross functional collaboration, including but not limited to:
Administer the systems used by the GWA Compliance program, especially those used for AML.
Assist with the GWA AML Compliance and general Compliance testing program, ensuring compliance with SEC regulations, GWA internal policies, and Holding level requirements.
Develop and deliver targeted training as required by the Compliance team initiatives.
Qualifications
The ideal candidate will have a basic foundation in Regulatory Compliance, demonstrated by:
5+ years of experience at a financial institution (BD or RIA preferrable).
Certified Anti-Money Laundering Specialist (CAMS) certification is a preferred (or willingness to obtain within 12 months).
Direct, hands-on experience with EDD, KYC, and transaction monitoring.
Strong Familiarity of U.S. regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC sanctions programs.
Proven ability to conduct thorough investigations, analyze complex data, and make well-reasoned decisions under pressure.
Strong analytical skills with an ability to identify trends, patterns, and anomalies.
Exceptional written and verbal communication skills, with the ability to articulate complex risk concepts clearly and concisely to diverse audiences.
High degree of attention to detail and accuracy in all work.
Ability to manage multiple priorities effectively and meet deadlines in a dynamic environment.
A strong ethical compass and commitment to upholding the highest standards of compliance.
Proficient in collaboration platforms like Google Workspace and Office 365.
Bilingual - Fluency in both English and Spanish (verbal and written).
$82k-108k yearly est. 3d ago
Senior Associate, Product Management, Value Creation Team
LLR Partners 3.7
Remote
LLR Partners is recruiting a SeniorAssociate of Product Management to join its Value Creation Team (VCT). The SeniorAssociate will work closely with VCT leadership and Portfolio Companies on various initiatives including:
Standing up portfolio-ready customer and market discovery programs (e.g., win/loss interviews, customer advisory boards, buyer/user research panels, and surveys).
Delivering rigorous market sizing and segmentation to define “where to play / how to win” investment theses.
Translating insights into fact-based product strategies and roadmaps that align corporate strategy with R&D investment.
Accountabilities
This is an exciting opportunity that will help shape the success of portfolio companies from initial investment through exit planning. To support the portfolio company needs, this role will perform many different tasks, with a focus on the following accountabilities:
Design and launch standardized win/loss programs across portfolio companies, including interview guides, coding schemas, cadence, and insight readouts.
Establish and facilitate customer advisory boards and research panels; build and manage scalable survey programs; synthesize findings into recommendations and decisions.
Lead market sizing and segmentation (TAM/SAM/SOM) and derive segment-specific theses to inform strategy and resource allocation.
Build pricing and packaging hypotheses (e.g., good/better/best, usage metrics), test with customers, and partner with go-to-market leaders to operationalize.
Facilitate strategy-to-roadmap workshops; create prioritized, evidence-backed product roadmaps tied to R&D capacity and financial targets.
Implement product operating cadence: discovery backlog, experiment plans, stage gates, KPI dashboards, and post-launch reviews.
Coach product leaders (CEOs, CPOs/VPs Product, CTOs) in Pragmatic/SVPG methods; deliver templates, training, and playbooks to build durable capability.
Partner with Engineering on capacity planning and with Finance on ROI models; ensure investment decisions are transparent and tied to outcomes.
Create reusable assets across the portfolio: interview templates, survey banks, market model templates, roadmap formats, and executive readout materials.
Track and report value creation: improvements in win rates and retention, roadmap adoption, time-to-learning, and R&D mix shifts.
Skills and Requirements
Bachelor's degree or higher.
5+ experience in B2B software product management with Director/VP scope; operated during scale from ~$10M to $100M+ revenue/ARR.
Formal training/certification in Pragmatic Institute, Silicon Valley Product Group (SVPG), or similar frameworks.
Demonstrated experience leading hands-on discovery: win/loss programs, customer interviews, survey design/analysis, and advisory councils.
Proven ability to build fact-based product strategies and roadmaps aligned to corporate strategy and R&D investment; strong prioritization and trade-off decisions.
Analytical fluency: market models, pricing experiments, cohort/retention analysis, funnel conversion, and unit economics.
Executive presence with the ability to facilitate productive conflict and align CEOs/CTOs/functional leaders under time pressure.
Willingness to travel to portfolio companies as needed.
A commitment to a culture of trust, support, respect, humility, and innovation.
Excellent communication skills.
LLR Partners is a lower middle market private equity firm focused on investing in software and tech-enabled companies within the knowledge economy. Founded in 1999 and headquartered in Philadelphia, LLR has raised over $7.5 billion across seven funds and has partnered with over 130 companies. LLR believes in creating value through partnership by providing flexible capital, strategic guidance and sector insight to help companies grow every day.
LLR Partners is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
If you need assistance or an accommodation due to a disability, you may contact us at ******************
$80k-129k yearly est. Auto-Apply 38d ago
Temporary Senior Associate- AML Audit (Global Banks)
Rsm 4.4
Remote
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Temporary SeniorAssociate - AML Audit (Global Banks)
RSM's AML Audit Group is seeking a skilled SeniorAssociate to support AML audit engagements for a global banking client. This role sits within the Third Line of Defense and focuses on consent order remediation, issue validation, and regulator-ready audit execution. The ideal candidate brings hands-on AML audit experience, strong data analysis skills, and the ability to produce high-quality deliverables aligned with regulatory expectations.
Key Responsibilities
Support the execution of AML audits within the Third Line of Defense, including coverage of transaction monitoring, customer due diligence (CDD), sanctions screening, and AML governance frameworks.
Assist with audit activities tied to regulatory remediation and issue validation, ensuring corrective actions are tested and sustainable.
Perform data-driven testing: population validation, sample selection, and transactional data analysis.
Prepare clear and well-documented workpapers that support audit conclusions and regulatory expectations.
Collaborate with audit managers and team members, providing subject matter insights where appropriate.
Required Qualifications
3-6 years of Internal Audit experience with direct exposure to BSA/AML and sanctions at large banks or consulting firms.
Experience contributing to audits involving consent orders, MRAs/MRIAs, or other regulatory enforcement actions.
Strong data proficiency: SQL, ACL, Excel, Tableau, or similar tools for large dataset analysis.
CAMS certification (or equivalent) preferred.
Knowledge of U.S. and global AML regulatory frameworks: BSA, OFAC, FFIEC, and related guidance.
Strong written and verbal communication skills; ability to contribute to regulator-ready audit documentation.
Why This Role
This is an excellent opportunity for an AML audit professional at the SeniorAssociate level to deepen their Third Line experience, work on high-visibility regulatory remediation projects, and sharpen their data-driven audit skills while supporting one of the world's leading banking institutions
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 click here 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: $50 - $74 per hour
$50-74 hourly Auto-Apply 27d ago
Workday Reporting Sr Associate
Rsm 4.4
Remote
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Responsibilities:
Workday HCM report creation, maintenance, and optimization. Requirements gathering, build, test and debug Workday HCM reports & Dashboards.
Analyze and translate functional specifications and change requests into technical specifications
Create reports out of HCM and other database systems as required by internal stakeholders.
Prepare HR metrics to be presented upon request or on schedule by senior leadership. Review reports and calculated fields regularly to optimize performance
Document report functionality and design to facilitate ongoing maintenance, Provide troubleshooting and support for report execution failures.
Develop and modify advanced reports for internal human resources and people leaders using Workday Report Writer. Research new Workday reporting & analytics features and functionality to determine how best to meet user needs
Support Workday's biannual releases through impact analysis to changes to Workday's data model and create reports and dashboards to aid in identification of populations for release testing. HCM reporting governance, support, and education.
Participate in report reviews, including understanding and ensuring security and data privacy standards. Partner with Workday Security team to maintain data and privacy standards. Work closely with other members of the Workday functional team and serve as a subject matter expert for others regarding reporting and calculated fields
Provide HCM data support for Human Resources staff, all associate end-users, and members of senior leadership. Maintain proficiency and level of knowledge with all talent systems. Assists with the support of all aspects of Human Resources as it relates to data requests, including but not limited to EEO-1, Affirmative Action Plan, and benefits census
Participate in delivery of reporting training. Train users on Workday reporting functions and available reports. Follow established standards and change management processes including report documentation
Other duties as assigned
Required Qualifications:
Bachelor's degree and a minimum of three years of experience, including business analyst and project management experience, or an equivalent combination of education and experience
Proficient in Workday reporting including Calculated Fields, Advanced, Matrix, Trending and Composite
Demonstrated knowledge of Workday dashboards, worksheets, and embedded analytics
Overall 5 to 7 years' experience. Experience with Workday HCM
Demonstrated ability to conduct high level needs analysis and produce reporting and data analysis
Background in identifying, designing, testing, and deploying reports in an ERP system
Background in understanding HCM data that could be used in building reports
Human Resources and/or recruiting functional background, ideally in Public Accounting or similar Professional services firms
Aptitude in learning and mastering report writing tools
Knowledge of commonly used reports for Recruiting, Human Resources, Compensation, Payroll and Benefits
Proficient with Microsoft products (Word, Excel, PowerPoint required)
Ability to create a consolidated report by combining data from multiple data sources
Strong problem solving, troubleshooting, and analytical skills
Ability to prioritize workload and execute tasks independently, providing timely follow-up and resolution
Demonstrated ability to plan, meet deadlines, and manage competing priorities
Strong written and oral communication, presentation, and stakeholder management skills
Preferred Qualifications:
2+ years of Workday Report Writer and Workday Prism Analytics experience
Workday PRISM, BIRT, Worksheets and Advanced reporting experience
SQL knowledge
Workday Report Writing certifications
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 click here 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: $88,400 - $150,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$88.4k-150.7k yearly Auto-Apply 7d ago
Senior Associate, Risk Consulting - Internal Audit and SOX
RSM 4.4
Chicago, IL jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
As a seniorassociate in RSM's growing Risk and Controls Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
In the Process Risk and Controls Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, and various other members of management tasked with managing risk. Our advisors help our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure.
Key Responsibilities
Contributions to Firm Culture
Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members
Be open to new ideas and challenges, and help foster a culture that encourages people to ask questions, seek diverse perspectives, and challenge those around you
Develop executive presence through interactions with management within RSM and our clients
Develop meaningful relationships with client personnel and colleagues
Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions
Client Experience
Learn about various industries and clients that we serve and leverage your understanding to become your clients' trusted advisor
Exhibit basic knowledge of key industry fundamentals, regulatory environment, and terminology
Identify current and relevant industry thought leadership and share with clients as relevant
Independently implements and coaches associates on foundational industry policies, procedures, and work-programs
Owns process level client relationships and collaboration with external stakeholders
Prepare/Review initial drafts and follow-ups on client request lists
Participate in risk assessment management interviews. Update risk assessment models and complete initial draft of identified risks
Prepare and conduct tests of the operating effectiveness of clients' internal controls
Draft test plans or work programs for review by senior members of the team
Create/review narratives or flowcharts for a process. Identify and review all risks and controls for a process as needed
Perform first level review of staff work for accuracy, completeness, and well-reasoned conclusions
Manage budgets and provide accurate analysis of estimates to complete to engagement leader
Review and complete status documents for client delivery
Prepares initial draft of reports
Develop the ability to support multiple client projects simultaneously, while actively contributing to other firm initiatives
Talent Experience
Encourage colleagues to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment
Proactively seek out opportunities to learn from or teach team members, build a coaching/mentoring network and take advantage of training opportunities to continually expand skills and leadership capability
Maintain willingness to give and receive candid feedback in both written and verbal form. Commit to self-development in response to constructive feedback received.
Provide assistance, guidance, and feedback to associates assigned to work with you
Support recruiting efforts by understanding and promoting the RSM brand
Business Development
Participate in relevant industry associations and learning/development events to build industry perspective and contacts
Gain knowledge of key fundamentals, regulatory environment, and terminology for your relevant industries
Build an internal network and become aware of other services provided by the firm
Position Qualifications
Bachelor's or Master's Degree in Accounting or related business discipline
Minimum of 2 years of experience in audit, internal audit, or related internal control positions
Preferred Qualifications
Proficiency in professional writing, spreadsheet, and presentation creation tools. Exposure to data analytics tools is preferred
Qualified to pursue a job-relevant certification (e.g. CPA, CIA,)
Ability to travel to meet client needs and work collaboratively with others in-person and remotely
Openness to workday flexibility, agility, remote work environment, leveraging new tools
Effective communication skills, both verbally and in writing
Effective time management and prioritization skills
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 click here 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: $77,700 - $146,900
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$77.7k-146.9k yearly Auto-Apply 60d+ ago
(Senior) Strategy Associate
Crypto.com 3.3
Remote
What to Expect Work on high-impact and diverse projects- You will have the opportunity to advise management on emerging industry trends and key business decisions, optimize key processes, and orchestrate key initiatives. Your work will be important to our business growth and sustainability, and cover a broad spectrum of topics.
Own your initiative from end to end- You get to experience the full product cycle - from conception of an idea, to product launch, and ongoing KPI monitoring. You get to see the results of your recommendations & decisions with live data reporting. You get to truly own initiatives that you help to design & continuously improve, from end to end.
Learn something new every day- Most if not all projects at Crypto.com are cross-functional, meaning you will be sitting at a roundtable or brainstorming on a whiteboard with colleagues & experts from diverse backgrounds - blockchain engineering, mobile development, design, cybersecurity, customer acquisition, fraud management, banking & finance…
What You'll Do
In this role, you will spearhead the strategic direction of our core products including our Main App Trading, Loyalty Programs, VISA Card and Pay, among others. Below are some activities you may find yourself doing:
Strategic Visionary: Assisting the Strategy team to conceptualize, execute and monitor key strategic initiatives aimed at driving commercial success
Subject Matter Expertise: Develop deep subject matter expertise in Crypto CEX trading, Loyalty Program Design, Crypto Payments and other relevant domains
Pricing Strategy Optimization: Developing optimal pricing strategies for our all core products (proficiency in Excel modeling and generating data-driven insights is expected)
Market Research & Analysis: Developing thematic research memos to advise on market/ sub-sector strategy;
Project Coordination & Management: Coordinating cross-functional projects end-to-end from timeline/ deliverable planning to tracking/ reporting;
Product Development: Designing & drafting requirements for a new product or feature;
Performance Evaluation & Optimization: Deciding & analyzing product KPIs and recommending improvements to drive revenue and user engagement
Strategic Partnerships & Investments: Evaluating & driving strategic and investment opportunities
Business Projection & Analysis: Projecting business results and engage in strategic discussions with management regarding implications & strategic pivots
Overall, you will shoulder the important responsibilities of:
(a) At a product level: Design & drive new features to success,
(b) At a company level: Define & align business priorities with management, and
(c) At an industry level: Generate insights & your own views on the market.
What We Look For
Below are some key traits we look for, and a list of indicators we watch out for during our screening. (Note that the list is not exhaustive, nor do we expect candidates to possess all traits at the same time.) We value the ability & drive to learn over past experience, as we believe in investing in learning of our team.
Intellectual prowess & curiosity
Bachelor's Degree in Business Administration, Finance or related field
1-3 years of work experience in a field requiring strong problem-solving skills, e.g., management consulting, investment banking, venture capital, equity research;
Highly structured approach in thinking, analysis and output generation;
Quick learner who is able to translate newly acquired knowledge into actionable insights;
Proven ability to take initiative and be proactive in identifying and addressing challenges or opportunities, consistently anticipating and acting upon business needs.
(Plus) Strong modeling skills;
(Plus) Strong curiosity and a passion for continuous learning
(Plus) Proficiency in SQL and Tableau
(Plus) Track record in an extracurricular activity/ hobby, e.g., writing, arts, sports, etc.;
Literacy in oral & written communication
Clarity, conciseness and confidence in communication, e.g., experience communicating with senior stakeholders, public presentations and/ or teaching, a portfolio of writing samples, etc.
Ownership, agility & teamwork
Pursuit of excellence, always going the extra mile to level up the quality of insights and deliverables;
Self-driven and organized, with a relentless focus on following through on alignments and delivering results effectively;
High-level of adaptability, being able to quickly reprioritize and iterate based on latest developments;
Excellent attention to detail;
Collaborative approach to teamwork, demonstrated through coordinating a complex project across multiple work-streams, leading a project team, etc.;
(Plus) Experience working with teams from diverse backgrounds, e.g., cross-cultural, cross-industry.
#LI-Associate#LI-Remote
***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope.
Are you ready to kickstart your future with us?
BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope.
Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team.
About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem.
Learn more at *******************
Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team.
Personal data provided by applicants will be used for recruitment purposes only.
Please note that only shortlisted candidates will be contacted.
$75k-118k yearly est. Auto-Apply 60d+ ago
FP&A Senior Associate, Revenue
Falconx 4.0
Remote
Who are we?
FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape.
FP&A SeniorAssociate, Revenue
FalconX is building the world's smartest institutional brokerage for digital assets
FalconX is one of the fastest-growing startups in FinTech. We are a digital asset brokerage delivering best-in-class pricing and execution capabilities for institutional traders and investors. Our vision is to exponentially grow the digital asset ecosystem with industry-leading prime brokerage solutions.
We are data-driven. Whether it's a growth or product decision, we believe data can always help us make more precise and informed choices.
We move fast. Speed of execution is essential for any startup, but we believe this is even more pertinent in our nascent industry.
We value diversity and debate. We believe the direction of our company is shaped by opposing viewpoints and experiences, and that this diversity helps us learn and maximize our opportunity for success.
FalconX is headquartered in Silicon Valley and has offices in New York, Chicago, and Bangalore.
Who is on the team?
We are entrepreneurs. More than half of us have experience founding a company. We come from leading institutions including Google, LinkedIn, Jump Trading, Citadel, Goldman Sachs, Affirm, Harvard Business School, Carnegie Mellon, IIT + more. We are backed by some of the best investors in the world including Altimeter, Accel Partners, Tiger Global, B Capital, Flybridge Capital, Lightspeed Venture Partners.
Impact
The FP&A SeniorAssociate, Revenue will have an important role within our FalconX FP&A function, focusing on meeting the demands of both a complex and evolving digital asset landscape and those of a fast-paced, growing company. You will provide critical cross-functional finance partnership and play a key role in driving the overall financial objectives of the organization. As a member of the broader FalconX finance team, you will join a group that is passionate about teamwork, finance, and crypto. We are looking for an FP&A SeniorAssociate who shares that same passion and level of excitement to join our team!
What You'll Do
Develop annual revenue budgets and ongoing forecasts for FalconX business areas
Conduct deep dives into specific revenue lines to understand their drivers and identify potential levers to enhance financial performance
Support the Accounting team in the month-end close process
Generate and present timely, accurate, and insightful management reports to stakeholders, highlighting financial results, key performance indicators, and variance analysis
Prepare presentation materials and support that effectively communicate revenue projections, drivers, business performance, risks, and opportunities to business partners
Conduct ad-hoc analysis and special projects as requested
Continuously focus on enhancing revenue forecasting methodology and accuracy, as well as increasing efficiency through process automation
Establish business relationships across the organization and serve as a finance partner with cross-functional teams
What You'll Bring
Bachelor's degree in finance, economics, accounting, mathematics, or a relevant field (MBA is a plus)
Minimum of 4 years of experience in FP&A, corporate finance, and/or investment banking
Advanced skills in Microsoft Excel / Google Sheets (including advanced formulas, scenario analysis, and pivot tables)
Prior experience with both FP&A and ERP software
Demonstrated understanding of FP&A principles and methodologies, and proficiency in revenue budgeting, forecasting, and financial modeling techniques
Strong attention to detail with the ability to delve into details, step back, and assess if the output makes sense
Demonstrated problem-solving and analytical skills
Excellent written and verbal communication skills
Strong collaborator with the ability to build relationships with cross-functional teams
Passion for crypto and web3, demonstrated through personal or professional experience and regular consumption of industry news and developments
The base pay for this role is expected to be between $132,000 and $178,000 in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired.
Notice at Collection and Privacy Policy
Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here.
Inclusivity Statement
FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences!
As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self.
FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law.
Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The SeniorAssociate, Controllership manages and monitors large project or accounting processes within the regulatory reporting function, specifically, capital . The incumbent provides subject matter expertise to leaders and business lines by providing guidance, interpretation, and communicating impact to business lines/accounting team.
* Manages and monitors any large project or process implementation within the regulatory reporting function.
* Shares accounting expertise with leaders and business lines by providing guidance, interpretation, and communication of policy and/or procedural changes and impact.
* Directs and guides capital reporting teams by reviewing financial information, reporting, and disclosures.
* Ensures compliance and regulatory standards are met within the department.
* Researches and analyzes new products, systems, and/or best practices within the accounting function; proposes findings to Regulatory Reporting Director.
* Monitors and analyzes department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy.
* Monitors and communicates accounting developments to the organization's operations, financials, and regulatory reporting to management.
* Collaborates cross-functionally with all lines of businesses to facilitate and lead timely implementation and standardization of any new regulatory reporting requirements..
* Collaborates with other finance department managers to support overall department goals and objectives.
* Advises senior management on the best practices needed to meet defined goals and objectives.
* Manages projects and initiatives as requested by senior management.
* Establishes and maintains collaborative relationships with internal and external stakeholders.
* Improves existing processes and practices within the Regulatory Reporting department.
* Represents the organization as a primary resource and subject matter expert for specific accounting projects, initiatives, and updates.
* Coaches, reviews, and delegates work to junior professionals as needed.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Bachelor's Degree: Accounting, Finance, Business Administration or equivalent field. - Required.
* Master's Degree: Accounting, Finance, Business Administration, or equivalent field. - Preferred.
* 9+ Years Accounting, Finance, Business Administration or similar field within the Banking or Financial Services Industry - Required.
* Advanced accounting practices and procedures, including US GAAP/IFRS and regulatory reporting standards.
* Advanced database skills (Access, SQL, Oracle, SAS) - Preferred
* Advanced spreadsheet skills (Excel formula development, pivot tables, macro development, familiarity with text, look-up and reference, data and financial functions)
* Solid understanding of bank accounting (BS, IS) required,
* Knowledge of European Basel III capital reporting - Preferred
* Proven ability to leverage technology to improve and automate business tasks
* Proven project management skills
* Strong understanding of financial controls and system validation methods
* Ability to lead, influence and direct peers, subordinates and management.
* Ability to make effective decision making on complex matters.
* Ability to convey a sense or urgency and drive .
* Ability to multi-task and meet strict deadlines.
* Ability to interact with senior level management; experience interfacing with multiple levels of the organizational structure.
* Ability to maintain and report on confidential information in an appropriate manner.
* Strong interpersonal, supervisory, and customer service skills required.
* Strong attention to details and can analyze information quickly.
* Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding.
* Excellent written and oral communication skills.
Certifications:
* CPA : (Certified Public Accountant) - Preferred.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$93,750.00 USD
Maximum:
$165,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$93.8k-165k yearly Auto-Apply 5d ago
Senior Associate - Data Platforms & Operations (Snowflake/AWS)
Banco Santander 4.4
Miami, FL jobs
SeniorAssociate - Data Platforms & Operations (Snowflake/AWS) Country: United States of America
It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The SeniorAssociate - Data Platforms & Operations will play a key role in supporting the Director of Data Platforms and Data Operations across Santander's Enterprise Data Warehouse (EDW) and Data Lake environments. This position is responsible for ensuring the stability, reliability, and performance of critical data platforms that serve as the backbone for enterprise analytics and business intelligence.
The ideal candidate will bring 8-10 years of experience in data operations, production support, and data integration within large-scale enterprise environments. The role requires a mix of technical expertise, operational excellence, and leadership capability to oversee a distributed team of contractors both onshore (U.S.) and offshore (India).
Key Responsibilities:
Operational Support
Monitor and manage daily data batch processing for the Enterprise Data Warehouse (EDW) and Data Lake environments.
Provide production support, troubleshoot incidents, and ensure timely resolution of issues.
Perform root cause analysis and implement permanent fixes for recurring production incidents to reduce downtime.
Execute pre-batch activities and validations for scheduled data loads and processing requests.
Support production deployments, perform validation checks, and ensure smooth platform operations post-deployment.
Incident Management
Identify, investigate, and resolve data quality issues across multiple data ingestion sources and pipelines.
Apply data fixes and corrective actions to ensure data integrity and availability.
Collaborate with development and QA teams to ensure consistent regression testing for all source system application changes.
Enhancements & Change Management
Deliver small to medium enhancements requested by CIO and business teams to meet evolving reporting and data requirements.
Handle change requests and ensure all updates adhere to established change control processes.
Participate in operational readiness reviews and ensure seamless integration of changes into production.
Leadership & Collaboration
Lead and manage a team of external contractors, ensuring productivity and quality across onshore and offshore teams.
Act as a bridge between technical teams, business users, and leadership, ensuring effective communication and alignment of objectives.
Mentor junior staff and promote best practices in production operations and incident management.
Technical Environment & Tools:
Enterprise Data Warehouse (EDW):
Snowflake (primary data warehouse platform)
Informatica IDMC Data Integration (ETL/ELT processes)
Data Lake:
AWS Stack: S3, EMR Serverless, Athena
Orchestration:
Control-M (job scheduling and orchestration)
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree or equivalent work experience: Computer Science Engineering or an equivalent discipline. - Required.
9+ years of experience in data operations, production support, or data engineering within enterprise-scale environments. - Required
Strong experience supporting Snowflake and Informatica IDMC (or equivalent data integration platforms).
Hands-on experience with AWS data services (S3, EMR, Athena) and orchestration tools like Control-M.
Proven track record in managing distributed teams (onshore/offshore model).
Solid understanding of data quality, incident management, and change control best practices.
Strong analytical and problem-solving skills with an emphasis on automation and operational efficiency.
Excellent communication and stakeholder management skills.
Preferred Skills:
Experience in banking or financial services industry.
Knowledge of ITIL processes and experience in structured incident/change management environments.
Familiarity with DevOps practices for data operations and automated testing frameworks.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$101,250.00 USD
Maximum:
$175,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$101.3k-175k yearly Auto-Apply 7d ago
Sr Associate-Broker/Dealer
Ameriprise Financial 4.5
Charlotte, NC jobs
Monitor the daily work in the Broker/Dealer team to ensure that industry standard service levels are met. Liaison with SS&C (DST) and the Providence Call Center. Process and quality controls Large Trade Notificaitions. Interact with other Managers and Departments to assist in the implementation of new processes and continuing improvements to meet company goals. Assist with the Financial Intermediary Oversight program. Work closely with NQR to ensure reviews are completed in a timely manner.
Key Responsibilities:
* Monitor and delegate the daily work for the team to ensure that standards of service are met. Utilize administrative and management functions in AWD and other reporting to manipulate activities, queues, and tasks for the timely completion of work. Quality controls outgoing correspondence and financial transactions to ensure accuracy.
* Act as the primary resource for team members when they are faced with questions and issues. Assist with the monitoring and reporting of system related problems.
* Act as a liaison with DST and the Providence Call Center. Offer support on operational topics to Strategic Relations, Sales, vendors, and other Departments within Columbia Management.
* Monitor complex or sensitive requests and issues to ensure accurate and timely completion/resolution.
* Assist with problems, decisions, and additional responsibilities in the Team Manager's absence.
* Inform Upper Management of volumes, trends, and training needs noted in the completion of the team's daily work
Required Qualifications:
* Bachelors degree or equivalent
* 1-3 years of relevant work experience
* 3 years of mutual fund processing or phone experience.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $60,000- $70,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Mutual Fund Operations
Line of Business
AMINV US Asset Management
$60k-70k yearly Auto-Apply 9d ago
Senior Audit Associate
Aprio 4.3
Atlanta, GA jobs
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Assurance team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior to join their dynamic team.
For private and closely-held companies, precise financial statements provide the accurate information needed to effectively manage successful business relationships. Taking this simple step minimizes risk and provides peace of mind to key lenders and stakeholders. Our assurance advisors offer specialized and personalized audit expertise that gives you and your stakeholders the confidence and financial insight needed to make sound business decisions. As a registered member of the Public Company Accounting Oversight Board (PCAOB), we adhere to the highest professional standards and provide a full range of assurance services. We focus on building trusted relationships, clear communication and efficiency throughout the audit process, making the audit experience effortless so you can focus on what's next.
Responsibilities:
* Accurately and skillfully performing audits.
* Preparing audit work papers and adjusting trial balances.
* Utilizing time management to plan and schedule client engagements.
* Assembling trial balances and compiling financial statements into a written report to be presented.
* Effectively communicating the accuracy of financial statements and other financial information to clients and co-workers.
* Continuously fostering relationships with coworkers and clients.
* Traveling to some to client sites.
Qualifications:
* 4-year bachelor's degree in Accounting
* Master's degree preferred
* Licensed CPA preferred
* 3-5 years of experience working for a public accounting firm
* Developed specialties in Manufacturing and/or Technology
* Understanding and applying Excel skills
* Successfully using CaseWare or other audit software
* Demonstrating exceptional verbal and written communication skills
* Working effectively and personably within a team
$70,000 - $124,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
* Medical, Dental, and Vision Insurance on the first day of employment
* Flexible Spending Account and Dependent Care Account
* 401k with Profit Sharing
* 9+ holidays and discretionary time off structure
* Parental Leave - coverage for both primary and secondary caregivers
* Tuition Assistance Program and CPA support program with cash incentive upon completion
* Discretionary incentive compensation based on firm, group and individual performance
* Incentive compensation related to origination of new client sales
* Top rated wellness program
* Flexible working environment including remote and hybrid options
What's in it for you:
* Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
* An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
* A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
* Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
* Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
* Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
$70k-124k yearly 38d ago
Senior Associate, Portfolio Management
American Express 4.8
Sunrise, FL jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
Responsible for contacting clients with overdue accounts to secure the settlement of the account. Also, they do preventive work to avoid future overdues with accounts that have a high exposure.
Technology Portfolio Management (TPM), within Enterprise Technology Services, powers technology, business, and product to achieve business and customer value by optimizing technology investments, elevating transparency and enabling decisioning through trusted insights and best in class portfolio and program management.
The Associate Portfolio Analyst role presents a dynamic opportunity for a motivated and accomplished professional to manage all aspects of the operating expense base for the Tech Portfolio Management (TPM) organization. As a Portfolio Analyst, you will establish strong partnerships with the TBE leadership team, Finance, and peers across Tech Portfolio Management to ensure the financial success of TPM through sound financial management of monthly operating expenses. This position goes beyond traditional financial analysis and portfolio management, requiring advanced technical proficiency and experience optimizing processes through automation and tooling. Additionally, the successful candidate will require a transformational mindset and the ability to communicate and influence process and tooling requirements to empower new ways of working across TPM with appropriate controls and governance.
We are seeking a top performer that is highly organized and an effective communicator. You show up with passion, are not afraid to challenge the status quo and thrive in a fast-paced environment.
**Responsibilities:**
* Supports financial tracking of projects and portfolios using data from the Enterprise Portfolio Management System, ensuring financial data integrity and aiding in budget management, with guidance from peers and leaders
* Provides administrative support to project management resources for system updates and maintenance, ensuring data consistency and reliability
* Plays key role in driving continuous improvement of portfolio processes through tooling and automation, identifying, influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness.
* Builds strong partnerships across technology, product, finance, and the business to understand stakeholder needs, manage expectations, user requirements and deliver against strategic priorities.
* Acts as change agent throughout the organization with an ability to guide individuals and teams through transition while enabling and supporting implementation of process and tool improvements to maximize benefits.
**Minimum Qualifications:**
* Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred.
* Advanced technical skills including but not limited to Apptio, Jira, VIVAR, Power BI, advanced Excel, General Ledger, and AI tools (including ChatGPT and Copilot) with experience in leveraging automation to drive data analytics and financial modeling.
* Ability to synthesize complex financial data for a non-finance savvy audience.
* Strong relationship building with the ability to collaborate and influence without authority.
* Demonstrated success navigating change and exhibiting intellectual curiosity to challenge the status quo and support significant transformation for optimal impact.
* Proven track record of recognizing potential issues early and working toward thoughtful, solution-focused options.
* 3 years of related experience in technology project management, portfolio management, project management with the proven ability to execute tasks quickly under tight timelines.
**Preferred Requirements:**
* Ability to execute and maintain high performance under tight timelines and competing demands.
* Excellent written and verbal communication; advanced or expert PowerPoint and visual presentation skills a plus.
* Self-motivated and adaptable; ability to manage time effectively and thrive in ambiguous situations with limited leadership oversight.
* Experience within a large technology, financial services or FinTech environment with a working knowledge of software development processes and Agile methodologies.
* Understand linkages between supply and demand spend to provide meaningful, actionable insights and recommendations to ensure targets are achieved.
* Understanding of multiple business functions preferred.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Technology
**Primary Location:** US-Arizona-Phoenix
**Other Locations:** US-Florida-Sunrise
**Schedule** Full-time
**Req ID:** 25022951
$89.3k-150.3k yearly 3d ago
(Senior) Strategy Associate
Crypto.com 3.3
Miami, FL jobs
What to Expect Work on high-impact and diverse projects- You will have the opportunity to advise management on emerging industry trends and key business decisions, optimize key processes, and orchestrate key initiatives. Your work will be important to our business growth and sustainability, and cover a broad spectrum of topics.
Own your initiative from end to end- You get to experience the full product cycle - from conception of an idea, to product launch, and ongoing KPI monitoring. You get to see the results of your recommendations & decisions with live data reporting. You get to truly own initiatives that you help to design & continuously improve, from end to end.
Learn something new every day- Most if not all projects at Crypto.com are cross-functional, meaning you will be sitting at a roundtable or brainstorming on a whiteboard with colleagues & experts from diverse backgrounds - blockchain engineering, mobile development, design, cybersecurity, customer acquisition, fraud management, banking & finance…
What You'll Do
In this role, you will spearhead the strategic direction of our core products including our Main App Trading, Loyalty Programs, VISA Card and Pay, among others. Below are some activities you may find yourself doing:
Strategic Visionary: Assisting the Strategy team to conceptualize, execute and monitor key strategic initiatives aimed at driving commercial success
Subject Matter Expertise: Develop deep subject matter expertise in Crypto CEX trading, Loyalty Program Design, Crypto Payments and other relevant domains
Pricing Strategy Optimization: Developing optimal pricing strategies for our all core products (proficiency in Excel modeling and generating data-driven insights is expected)
Market Research & Analysis: Developing thematic research memos to advise on market/ sub-sector strategy;
Project Coordination & Management: Coordinating cross-functional projects end-to-end from timeline/ deliverable planning to tracking/ reporting;
Product Development: Designing & drafting requirements for a new product or feature;
Performance Evaluation & Optimization: Deciding & analyzing product KPIs and recommending improvements to drive revenue and user engagement
Strategic Partnerships & Investments: Evaluating & driving strategic and investment opportunities
Business Projection & Analysis: Projecting business results and engage in strategic discussions with management regarding implications & strategic pivots
Overall, you will shoulder the important responsibilities of:
(a) At a product level: Design & drive new features to success,
(b) At a company level: Define & align business priorities with management, and
(c) At an industry level: Generate insights & your own views on the market.
What We Look For
Below are some key traits we look for, and a list of indicators we watch out for during our screening. (Note that the list is not exhaustive, nor do we expect candidates to possess all traits at the same time.) We value the ability & drive to learn over past experience, as we believe in investing in learning of our team.
Intellectual prowess & curiosity
Bachelor's Degree in Business Administration, Finance or related field
1-3 years of work experience in a field requiring strong problem-solving skills, e.g., management consulting, investment banking, venture capital, equity research;
Highly structured approach in thinking, analysis and output generation;
Quick learner who is able to translate newly acquired knowledge into actionable insights;
Proven ability to take initiative and be proactive in identifying and addressing challenges or opportunities, consistently anticipating and acting upon business needs.
(Plus) Strong modeling skills;
(Plus) Strong curiosity and a passion for continuous learning
(Plus) Proficiency in SQL and Tableau
(Plus) Track record in an extracurricular activity/ hobby, e.g., writing, arts, sports, etc.;
Literacy in oral & written communication
Clarity, conciseness and confidence in communication, e.g., experience communicating with senior stakeholders, public presentations and/ or teaching, a portfolio of writing samples, etc.
Ownership, agility & teamwork
Pursuit of excellence, always going the extra mile to level up the quality of insights and deliverables;
Self-driven and organized, with a relentless focus on following through on alignments and delivering results effectively;
High-level of adaptability, being able to quickly reprioritize and iterate based on latest developments;
Excellent attention to detail;
Collaborative approach to teamwork, demonstrated through coordinating a complex project across multiple work-streams, leading a project team, etc.;
(Plus) Experience working with teams from diverse backgrounds, e.g., cross-cultural, cross-industry.
#LI-Associate#LI-Remote
***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope.
Are you ready to kickstart your future with us?
BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope.
Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team.
About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem.
Learn more at *******************
Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team.
Personal data provided by applicants will be used for recruitment purposes only.
Please note that only shortlisted candidates will be contacted.
$64k-99k yearly est. Auto-Apply 60d+ ago
Senior Audit Associate
Aprio 4.3
Atlanta, GA jobs
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Assurance team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a SeniorAssociate to join their dynamic team.
For private and closely held companies, accurate financial statements are essential to strong business relationships and smart decision-making. Our Assurance team provides the trusted insights, clarity, and confidence clients need to move forward. As a PCAOB-registered firm, Aprio upholds the highest professional standards and offers a full suite of assurance services.
We pride ourselves on building lasting relationships, communicating clearly, and delivering efficient, thoughtful audits that help clients focus on what matters most-their future.
Responsibilities:
* Perform audits with precision, professionalism, and care.
* Prepare audit workpapers and adjust trial balances.
* Manage your time effectively to plan and execute engagements.
* Compile financial statements and draft clear, well-organized reports.
* Communicate insights with clients and colleagues to drive understanding and impact.
* Build strong relationships with clients and team members.
* Travel periodically to client sites.
Qualifications:
* Bachelor's degree in Accounting
* Master's degree preferred
* CPA license preferred
* 3-5 years of public accounting experience
* Experience in Manufacturing and/or Technology industries is a plus
* Strong Excel skills and familiarity with CaseWare or other audit software
* Excellent written and verbal communication
* A collaborative, positive approach to teamwork
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
* Medical, Dental, and Vision Insurance on the first day of employment
* Flexible Spending Account and Dependent Care Account
* 401k with Profit Sharing
* 9+ holidays and discretionary time off structure
* Parental Leave - coverage for both primary and secondary caregivers
* Tuition Assistance Program and CPA support program with cash incentive upon completion
* Discretionary incentive compensation based on firm, group and individual performance
* Incentive compensation related to origination of new client sales
* Top rated wellness program
* Flexible working environment including remote and hybrid options
What's in it for you:
* Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
* An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
* A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
* Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
* Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
* Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
$70k-83k yearly est. 40d ago
Senior Associate, Ordering
Element Vehicle Management Services 4.8
Baltimore, MD jobs
Get started on an exciting career at Element!
Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team.
About the Role
We're looking for a detail-oriented and customer service-oriented individual to join our team as the SeniorAssociate, Customer Support you will focus on identifying, evaluating, and acquiring new or used vehicles for a dealership or fleet. This involves building relationships with vendors, conducting market research, analyzing vehicle valuations, and negotiating purchase agreements.
A Day in the Life
Receive orders from clients
Searches dealer inventory
Reviews and sends quality offers to clients
Manages workflow from order submission through delivery
Provide consultative input regarding alternative vehicles and ordering methods for most effective and efficient delivery of complete vehicles (Turn-key with upfit complete)
Arranges addition of upfitting throughout the order process & / or post-delivery.
Provides insight and consultation on the status of dealership inventory
Build and maintain relationships with vendors, and other key stakeholders.
Provide support to licensing related inquiries where unusual documentation may be requested as well as in-flight support for transportation issue resolution
Support departmental initiatives for best acquisition polices
Provides full order resolution support in collaboration with Client Success for vehicles purchased from dealerships
Internally referred to SeniorAssociate, Acquisitions ( Out of Stock-Non Upfit)*
Basic Qualifications
Must have a Highschool Diploma
Ability to work effectively in a business environment characterized by complexity, ambiguity, and rapid change.
Microsoft office suite proficiency
Demonstrate strong communication skills
Demonstrate and ability to manage multiple simultaneous projects in an organized fashion.
Excellent interpersonal communication, change management and presentation skills (written and verbal) at all levels.
Proven problem-solving skills with an analytical and inquisitive approach
Preferred Qualifications
Bachelor's degree, preferred or three to five years related experience, or equivalent industry experience
Fleet or mechanical experience( with upfit) preferred
Strong industry knowledge and familiarity with current state restrictions/laws pertaining to leased vehicles
Location- Owings Mills, MD
The hiring base salary range for this position is $49,100 to $67,500 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data.
Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location
What's in it for You
• A culture of innovation, empowerment, decision-making, and accountability
• Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness
• Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays)
Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended.
Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to
*********************************
or call **************.
Know Your Rights: Workplace discrimination is illegal
$49.1k-67.5k yearly Auto-Apply 32d ago
Senior Associate of Strategic Initiatives
Goodleap 4.6
West Palm Beach, FL jobs
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 position will play a key role within the Strategic Initiatives group. The primary responsibility set involves developing and executing various strategies that will help GoodLeap grow. This role will involve liaising and building positive relationships with internal and external stakeholders, conducting market research and analysis, evaluating and executing on build vs. buy vs. partnership arrangements, setting goals and guidelines, and overseeing operations from planning to execution. The role will touch the entire lifecycle of the business and will have a high degree of visibility internally and externally. The ideal candidate will have experience in distributed energy, capital markets, JV partnership relationships and agreements, M&A, and presentations to executives and board members.Essential Job Duties & Responsibilities:
Analyze GoodLeap's capabilities to develop and execute strategies that will accelerate company growth
Work with capital markets team members to analyze financial structures that will enhance returns.
Work with business development team members to analyze new products and services for contractors, homeowners, and financial institutions, including virtual power plants
Work with technical and operations team members to analyze Salesforce and AI automation initiatives for contractors and homeowners, including more efficient payment systems, CRM, and business service arrangements
Work with technical and marketing team members to analyze Salesforce and customer-facing applications that create engagement and allow for cross-selling opportunities
Required Skills, Knowledge & Abilities:
A minimum of 3-5 years of relevant experience in finance, corporate development, consumer lending, or distributed energy
Minimum bachelor's degree
Expert with MS Office (especially Excel and PowerPoint; VBA is a plus)
Working proficiency with SQL; Python is a plus
Excellent written and oral communication skills
Superb attention to detail and work ethic
Basic understanding of financial structures in the energy sector
Comfortable working in fast-paced, unstructured environment
Passionate about the renewable energy sector
Compensation: $125,000 - $200,000/ annually (DOE)
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.
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!
$60k-77k yearly est. Auto-Apply 60d+ ago
Senior Associate of Strategic Initiatives
Goodleap 4.6
West Palm Beach, FL jobs
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 position will play a key role within the Strategic Initiatives group. The primary responsibility set involves developing and executing various strategies that will help GoodLeap grow. This role will involve liaising and building positive relationships with internal and external stakeholders, conducting market research and analysis, evaluating and executing on build vs. buy vs. partnership arrangements, setting goals and guidelines, and overseeing operations from planning to execution. The role will touch the entire lifecycle of the business and will have a high degree of visibility internally and externally. The ideal candidate will have experience in distributed energy, capital markets, JV partnership relationships and agreements, M&A, and presentations to executives and board members.
Essential Job Duties & Responsibilities:
* Analyze GoodLeap's capabilities to develop and execute strategies that will accelerate company growth
* Work with capital markets team members to analyze financial structures that will enhance returns.
* Work with business development team members to analyze new products and services for contractors, homeowners, and financial institutions, including virtual power plants
* Work with technical and operations team members to analyze Salesforce and AI automation initiatives for contractors and homeowners, including more efficient payment systems, CRM, and business service arrangements
* Work with technical and marketing team members to analyze Salesforce and customer-facing applications that create engagement and allow for cross-selling opportunities
Required Skills, Knowledge & Abilities:
* A minimum of 3-5 years of relevant experience in finance, corporate development, consumer lending, or distributed energy
* Minimum bachelor's degree
* Expert with MS Office (especially Excel and PowerPoint; VBA is a plus)
* Working proficiency with SQL; Python is a plus
* Excellent written and oral communication skills
* Superb attention to detail and work ethic
* Basic understanding of financial structures in the energy sector
* Comfortable working in fast-paced, unstructured environment
* Passionate about the renewable energy sector
Compensation: $125,000 - $200,000/ annually (DOE)
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.
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!
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$60k-77k yearly est. 60d+ ago
Senior Associate for Corporate Development
Arc Group 4.3
Groveland, FL jobs
SENIORASSOCIATE M&A (MERGERS & ACQUISITION - hybrid) ARC Group has an immediate opportunity in sunny Miami, FL for a SeniorAssociate M&A (mergers & acquisition). The SeniorAssociate will support the client's merger and acquisition (M&A) growth initiatives. The SeniorAssociate M&A will work closely with the company's VP of Corporate Development's various functional teams, as well as the subsidiaries' leaders to identify, target and foster acquisition opportunities by proactively calling on business and owners and other industry leaders
This is a direct hire FTE position and a great opportunity to join a client founded over 40 years ago, has over 5K employees across North America and LATAM, is a Fortune 500 company and named as one of the top Fortune companies to work for! They are an organization that promotes work/life balance, has a history of long tenure with its employees, and provides a path to progress your career from within.
You must have permanent US work authorization. This is W2 only working for the end client directly.
SENIORASSOCIATE M&A JOB DESCRIPTION
The SeniorAssociate M&A will lead the analytical and due diligence evaluation of acquisition targets, identifying growth opportunities and key risks, providing input on transaction structuring, legal considerations, and more. In addition, the SeniorAssociate will also support the VP of Corporate Development and others with reporting and analytics surrounding key internal initiatives.
Identify and foster new acquisition and partnership opportunities by building relationships with industry participants and stakeholders.
Introduce new acquisition targets and ideas to the corporate pipeline and drive those acquisition opportunities forward
Support and coordinate due diligence activities on strategic transactions, including acquisitions and joint ventures, coordination with third-party diligence providers, and synthesizing results into presentations and reports for senior management.
Assist in all aspects of the deal, including sourcing, qualification, initial rationale/pitch, financial modeling, due diligence and closing & integration activities.
Work with internal team members and functional leaders, as well as external advisers, in the preparation and execution of transactions.
Analyze new markets and commercial opportunities; conduct research and synthesis of results into actionable business plans and analysis; and communicate results to key stakeholders
Assist key leaders and decision-makers throughout the organization in researching and evaluating growth opportunities, partnership ideas, and investment decisions
Engages external business and industry experts to learn and influence business strategies, constantly remaining alert and forward-thinking about industry opportunities and risks.
Support and facilitate reporting and analytics around key operating initiatives including sales, margin, productivity, and more.
Support investor relations activities including research and analysis of financial data, tracking and monitoring of investor activity, coordinating investor meetings and follow-ups, and maintaining the company's IR database.
Assist with other internal strategic projects as needed.
SENIORASSOCIATE M&A REQUIREMENTS
Minimum of 3+ years of experience in Corporate Development, Private Equity, Venture Capital, Investment Banking, Commercial Banking, Wealth Management, or Public Accounting
Excellent analytical skills, fluency in performing rigorous financial statement analysis, valuation and other quantitative analyses and familiarity with accounting & key operational metrics
Curious mind and data-driven disposition
Outgoing, externally focused business development mindset with experience in business development and comfort around outbound sales calling and relationship building.
Excellent judgment, mature personality, and experience working with senior executives and business owners
Would you like to know more about this role? For immediate consideration, please apply online and view all our open positions at *******************
ARC Group is a Forbes-ranked a top 20 recruiting and executive search firm working with clients nationwide to recruit the highest quality technical resources. We have achieved this by understanding both our candidate's and client's needs and goals and serving both with integrity and a shared desire to succeed.
ARC Group is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
We are a no-fee agency for candidates.
$66k-102k yearly est. 23d ago
Audit Manager
Frazier & Deeter 4.5
Senior associate job at Frazier & Deeter
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grows every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Details:
Frazier & Deeter is looking for an Audit Manager responsible for formulating and communicating the audit plan, overseeing the engagement team, delivering high-quality client services while maintaining a consultative mindset geared toward being an advisor to our clients. In this role, the Audit Manager maintains key client relationships and serves as the primary contact for clients regarding complex questions and information.
Essential Duties and Responsibilities:
Oversee the efforts of multiple client engagements at once in a wide variety of industries with the ability to manage to budget.
Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively.
Consult, work with, and service client base to make recommendations on business improvement and process improvement and serve as a business advisor to client.
Understand and manage firm risk on audits and proposals.
Manage, develop, train, and mentor staff on projects and assess performance for engagement and year-end reviews.
Actively participate in recruiting talent to the firm.
Attend professional development, networking events and training seminars on a regular basis.
Adhere to the highest degree of professional standards and strict client confidentiality.
Requirements:
Bachelors or Master's degree in Accounting or equivalent; MBA/Masters in Accountancy is a plus.
5 to 8 years of progressive public accounting audit experience.
Recent experience managing audit engagements for public companies, mid to large sized private companies, or private-equity backed entities.
Prior experience managing audit engagement teams of at least 2 people.
Active CPA license.
Strong proficiency with Microsoft Office Products, including Windows, Word, Excel, and PowerPoint.
Advanced GAAP and GAAS knowledge.
Working knowledge of SEC and PCAOB rules is a plus.
Excellent verbal and written communication skills
Excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting.
Excellent client development/relationship-building skills.
Ability to resolve complex accounting issues.