Manager
Lake Zurich, IL jobs
Manager ( Pre-Foreclosure)
Full time; Exempt/ Hybrid
Dovenmuehle Mortgage, Inc. (“Dovenmuehle”) is the leading mortgage subservicing firm in the United States with several hundred financial institution clients nationwide.
General Description:
Provides leadership to and has operational responsibility for the management of assigned department, Pre-Foreclosure). Oversee the quality and compliance regarding laws and regulations and identify areas of improvement.
Essential Functions and Duties:
• Work with senior management to plan, develop, organize, implement, direct, and evaluate goals, budget, and activities of assigned department.
• Develop and implement appropriate measurements and controls to ensure compliance with government regulations and organizational policies.
• Maintain departmental staffing and productivity standards within allocated budgets and resources.
• Review operating results and evaluate against goals and department standards; monitor and report trends and re-align staff to meet objectives/changing business needs.
• Participate in interview and selection processes with supervisory and higher job positions.
• Make recommendations in hiring, firing, advancement, promotion, or any other change of status of department staff within the guidelines of budget and communicated procedures for such change of status events.
• Approve timely and accurate responses to all internal and external audits, compliance reviews, requests for information, etc., ensuring information is provided in accordance with organizational policy and standards as well as regulatory requirements.
• Implement policies and procedures that result in high quality service to clients and a positive work environment for staff to promote the retention of both.
• Consistently demonstrate an ability to strategize and problem-solve when challenges arise.
• Identify new opportunities for departmental growth and productivity.
• Serve as a mentor to department and share knowledge and development opportunities to clarify guidelines and strengthen understanding of regulatory compliance and product knowledge.
• Prepare and submit departmental reports as requested.
• Successfully complete annual regulatory compliance training.
• Performs other related duties as assigned.
Required Qualifications:
• Bachelor's degree or equivalent combination of education and experience.
• 3+ years of Management experience in Mortgage Banking/Servicing or related financial services.
• Must have working knowledge of mortgage servicing operations and mortgage quality assurance.
• Strong knowledge of mortgage compliance and regulations.
• Solid PC skills: Proficient with Microsoft applications and mortgage servicing platforms.
• Strong analytical and problem-solving skills and attention to detail.
• Ability to handle complex, multiple tasks simultaneously in a fast-paced environment.
• Ability to coordinate multiple and changing priorities.
• Effective verbal and written communication skills with demonstrated ability to interact in a positive and professional manner at all times with all levels of both internal and external audiences, including the ability to handle confidential or sensitive information with discretion.
• Ability to motivate others and serve as a role model for organizational and departmental initiatives, procedures, and values.
Preferred/Other Qualifications:
• Knowledge of mortgage servicing software and platforms.
• 5-10 years of mortgage servicing experience.
• 5 plus years of management in the financial services/mortgage industry.
Benefits
• Medical, Dental, Vision, Wellness, Flexible Spending Account, and Employee Assistance Program and more.
• Employer paid Life Insurance, Short Term Disability, and Long-Term Disability.
• 401 (K) Plan with company match
• Paid Vacation, Sick, Personal and Holidays
Physical and Work Environment:
The employee must be comfortable in either an on-site office setting, or a quiet, designated work from home space that is free from distractions and noise. The employee is regularly required to communicate (give/receive) information through multiple methods of communication with clear understanding from others. Must be able to exchange accurate information in these situations.
The employee must be able to remain in a stationary position and or move about the organization or remote office. The employee is frequently required to stand or walk (or otherwise move through the organization); sit; use hands to type, write, handle, or feel and reach. May occasionally climb or balance; stoop, kneel, or crouch; or lift and/or move up to 25 lbs. Employees may be required to type and utilize a computer for long periods of time.
The employee may be required to frequently operate a standard variety of office equipment including computers, calculators, copy machine, computer printer and phones. The noise level, if working on-site, is usually moderate and typical of an office environment.
In accordance with applicable disability laws, Dovenmuehle works with applicants and employees to make reasonable accommodations to the job or work environment when doing so will enable an employee with a qualified disability to satisfactorily perform the essential functions of the job.
Auto-ApplyPeople Manager
Winter Park, FL jobs
Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning practice. Work as an employee of an independent advisor franchisee with Ameriprise Financial Services. The People Manager will consistently follow high standards of business and professional ethics and legal and regulatory requirements. The key areas of responsibility include practice operations, human resources, business development, budgets in operations and human resources.
Focus:
Support team perspective -Smooth, effective, methodical procedures for all support team members.
Practice Growth - Internal Operations
Review work methods and procedures for possible quality improvements and efficiencies; Oversight of Implementation and Compliance Requirements.
Organize/support Research new hardware technologies / systems (i.e.., iMeet, Conference Plus, etc.) and train staff on them.
Support the Leadership Team to develop strategic growth initiatives
Manage the Client Service Model as developed by the Leadership Team
Ensure Compliance Standards are communicated and in place for internal staffing procedures
Practice Growth - External
Support and implementation of new ventures designed to support the Advisors for the efficiency and growth of the Operations Support Staff
Participate in accordance with CFO on financial planning for the practice inclusive of budget review and expense projections and forecasting
Assist in developing annual Operations Budget and approval of Expenditures for the budget
Community involvement as a presence for the practice
Conducting in-depth operations review of potential practice acquisitions
Human Resources:
Conceptualize the steps and processes to accomplish the vision of practice leadership
Development and Oversight of Operations Support Staff
Evaluate and identify staffing needs and workflow
Conduct Monthly One to One meeting with all Operations Support Staff to review progress toward growth strategies
Plan, facilitate, and implement Operations meetings.
Responsible for communication of practice/management decisions to all Operations Support Staff in accordance with CFO and Practice Manager
In conjunction with CFO, you will be responsible for all Operations Support Staff Individual Development Plans (IDP).
Oversee Compliance with HR State and Federal Laws
Collaborate with Practice Manager to review systems prior to implementation of the team to align with company's Vision and Values
Qualifications and Key Traits:
Minimum 5 - 10 years' experience in People Management
Keen strategic planning skills, with a passion for expanding business potential.
Management experience in human resources, information technology, marketing, and business development.
Natural passion for efficiency and streamlined, seamless operations.
Outstanding organization and tactical execution skills
Sound decision-making and problem-solving skills
Willingness to drive implementation
Inherent process orientation, with extreme attention to detail, accuracy and accountability.
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by Advisor and FINRA
Ability to support and provide guidance for compliance within the Advisor's Practice
Positive attitude and sincere willingness to constantly learn and grow
Expectations:
Travel: Must be willing and able to travel to out of state office locations 1-2 times a quarter, and for annual team meeting.
Quality of Work: Accurate, neat, attentive to detail, consistent, takes time to do it right, thorough, high standards, follows procedures.
Dependability: Consistent attendance, punctuality, and reliability. Follows policy completely.
Communication: Adept at oral and written communication, shares information with peers and supervisors, handles internal and external communications.
Internal/External Relationships: Agreeable, constructive, flexible, helps without being asked, handles customers/vendors/outsiders, seeks and maintains good relationships, expedites orders and projects.
Judgment: Tactful, displays sensitivity, uses common sense, maintains confidentiality, makes sound decisions, sizes up situations, takes appropriate actions.
Organizational Abilities: Sets realistic priorities, organizes time, sets schedules, meets deadlines, completes projects on time, uses time well, does not waste time, ability to coordinate with others.
Volume of Work: Keeps up with workload, meets crash programs, when necessary, is steady, consistent, willing to put in extra effort.
Job Knowledge / Technical Skills: Knows what must be done, seldom needs instruction, proficient in all technical aspects of job, knows how to run equipment, able to work independently, able to instruct, guides and trains others, understands safety/security procedures and maintains them.
Motivation: Genuine commitment to job, energetic, self-starting, shows initiative, commitment, positive attitude, enthusiasm, and high energy level.
Reaction to Stress: Can be depended upon when deadline pressures intensify, able to remain calm and effective despite irritation or changes in plans and policies, rarely loses temper, shows good frustration tolerance, able to handle irate customers/vendors.
Problem Solving: Troubleshoots, quick insight and able to learn, handles complex assignments, analytical, gets to the point quickly.
Creativity: Innovative, generates original solutions, develops new options, and suggests improvements, willing to try new concepts.
Decisiveness: Willingness to make decisions, makes appropriate decisions, asks questions when needed.
Hygiene: Clothing appropriate to work (IE: work clothes, uniform, etc.). Comes to work clean, no offensive odors, appears healthy and clear-eyed - not flushed or pale, alert, physically capable (IE: clear speech, awake).
Compensation:
Compensation commensurate with relevant experience.
Group medical, dental, life & disability.
401K after one-year employment.
Holidays and paid time off per company policy.
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
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
Auto-ApplyHCM Workday Manager
New York, NY jobs
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Salary range: An annual salary range of $150k - $200k is what we expect to pay for this position, based on overall skills and experience.
Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.
On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.
What We Need:
We are seeking a Vice President, HCM Workday Manager to join our Team! The role will be the product owner and expert for the Workday HCM system including system updates, configurations, vendor integrations, module enhancements and overall day-to-day system oversight. This position offers the opportunity to work as an integral part of our People Experience Team (PXT), working closely with the SVP, of Shared Services, the PXT leadership team, and collaborating with team members throughout the organization. You will provide analytics for 800+ employees across the US as the company expands its footprint. The ideal candidate must possess strong attention to detail, have previous project management and technical experience with Workday HCM, and Payroll processing, and thrive in a fast-paced, team-oriented environment. This role requires four days in the office (Mon - Thurs) and remote on Friday and can be located in our NYC or Malvern PA offices.
Customers Bank seeks talent that is Hungry - Humble and Smart! We want people who know what they are doing, are accountable and delivery oriented, excel through opportunity with compassion and empathy for others. If you are a team player who enjoys creativity and achieving goals, we want to hear from you!
Workday Expert:
End-to-end Workday HCM administrator and product ownership responsibilities.
Analyze the current system, propose solutions for more efficient processes.
Hands-on oversight of system updates, configuration, change management, project management, vendor integrations, module enhancements and reporting.
Partner with Finance and IT on system integrations and day-to-day operations.
Lead projects that involve Workday lifecycle design, testing, training and implementation.
Manage on-going data and product ownership that enable clear communication and deliverables.
Work with the Data, Analytics and Reporting team in generating custom reports for presenting workforce trends.
Work with PXT Compliance to ensure processes are followed for audit responses.
Maintain SOX & FINRA compliance adhering to segregation of duties.
Ensure data integrity across HR systems (HCM, ATS, LMS, etc.) through regular audits and validation processes.
Focus on accuracy in data, delivery within agreed timelines, reduction in manual efforts through automation and incorporating AI into solutions.
Operational Support:
Maintain workforce files and digital records in accordance with internal policies and compliance standards.
Ensure the accuracy and integrity of HR data by regularly reviewing, auditing, and updating employee records across systems.
Strong knowledge of data privacy laws and the handling of confidential information.
Respond to routine inquiries related to HR processes and systems, escalating complex issues as needed.
Collaborate with PXT team members to support day-to-day operations and drive process consistency across the function.
Project Management:
Manage and lead PXT initiatives and projects, including system implementations, policy rollouts, and change management efforts.
Collaborate with cross-functional teams, vendors and resources with project plans, solutions, timing and deliverables.
Track and follow up on deliverables, timelines, and resource plans in coordination with HR and cross-functional teams.
Track and communicate project status to stakeholders, ensuring risks and issues are identified and mitigated.
Support continuous improvement initiatives that align with PXT strategic goals.
What Do You Need?
8-10 years' experience in managing Workday, HCM systems, and experience with other modules such as payroll, benefits, advanced compensation, and recruiting.
Bachelor's degree in Human Resources, Business Administration, Data Analytics, or related field required.
Workday certification or BS/MS in computer science.
3-5 years of experience in HR analytics, reporting, or HR operations roles.
Experience managing HR projects or cross-functional initiatives is highly desirable.
Strong data skills with tools such as Excel (advanced), Power BI, Tableau, or similar.
Experience with SQL, Python, or other scripting tools for data extraction is a plus.
Experience with project management tools (e.g., Asana, Smartsheet, Jira, Microsoft Project).
Strong analytical and problem-solving skills.
Ability to manage multiple priorities in a fast-paced environment.
Excellent attention to detail and data accuracy.
Strong interpersonal and communication skills to collaborate with various stakeholders.
Service mind-set that fosters collaboration, building strong relationships, and a “Wow” experience for stakeholders.
Technology Skills:
Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications.
Proficient in HCM platforms, specifically Workday required.
Customers Bank is an equal opportunity 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.
We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
Auto-ApplyHCM Workday Manager
New York, NY jobs
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Salary range: An annual salary range of $150k - $200k is what we expect to pay for this position, based on overall skills and experience.
Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.
On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.
What We Need:
We are seeking a Vice President, HCM Workday Manager to join our Team! The role will be the product owner and expert for the Workday HCM system including system updates, configurations, vendor integrations, module enhancements and overall day-to-day system oversight. This position offers the opportunity to work as an integral part of our People Experience Team (PXT), working closely with the SVP, of Shared Services, the PXT leadership team, and collaborating with team members throughout the organization. You will provide analytics for 800+ employees across the US as the company expands its footprint. The ideal candidate must possess strong attention to detail, have previous project management and technical experience with Workday HCM, and Payroll processing, and thrive in a fast-paced, team-oriented environment. This role requires four days in the office (Mon - Thurs) and remote on Friday and can be located in our NYC or Malvern PA offices.
Customers Bank seeks talent that is Hungry - Humble and Smart! We want people who know what they are doing, are accountable and delivery oriented, excel through opportunity with compassion and empathy for others. If you are a team player who enjoys creativity and achieving goals, we want to hear from you!
Workday Expert:
* End-to-end Workday HCM administrator and product ownership responsibilities.
* Analyze the current system, propose solutions for more efficient processes.
* Hands-on oversight of system updates, configuration, change management, project management, vendor integrations, module enhancements and reporting.
* Partner with Finance and IT on system integrations and day-to-day operations.
* Lead projects that involve Workday lifecycle design, testing, training and implementation.
* Manage on-going data and product ownership that enable clear communication and deliverables.
* Work with the Data, Analytics and Reporting team in generating custom reports for presenting workforce trends.
* Work with PXT Compliance to ensure processes are followed for audit responses.
* Maintain SOX & FINRA compliance adhering to segregation of duties.
* Ensure data integrity across HR systems (HCM, ATS, LMS, etc.) through regular audits and validation processes.
* Focus on accuracy in data, delivery within agreed timelines, reduction in manual efforts through automation and incorporating AI into solutions.
Operational Support:
* Maintain workforce files and digital records in accordance with internal policies and compliance standards.
* Ensure the accuracy and integrity of HR data by regularly reviewing, auditing, and updating employee records across systems.
* Strong knowledge of data privacy laws and the handling of confidential information.
* Respond to routine inquiries related to HR processes and systems, escalating complex issues as needed.
* Collaborate with PXT team members to support day-to-day operations and drive process consistency across the function.
Project Management:
* Manage and lead PXT initiatives and projects, including system implementations, policy rollouts, and change management efforts.
* Collaborate with cross-functional teams, vendors and resources with project plans, solutions, timing and deliverables.
* Track and follow up on deliverables, timelines, and resource plans in coordination with HR and cross-functional teams.
* Track and communicate project status to stakeholders, ensuring risks and issues are identified and mitigated.
* Support continuous improvement initiatives that align with PXT strategic goals.
What Do You Need?
* 8-10 years' experience in managing Workday, HCM systems, and experience with other modules such as payroll, benefits, advanced compensation, and recruiting.
* Bachelor's degree in Human Resources, Business Administration, Data Analytics, or related field required.
* Workday certification or BS/MS in computer science.
* 3-5 years of experience in HR analytics, reporting, or HR operations roles.
* Experience managing HR projects or cross-functional initiatives is highly desirable.
* Strong data skills with tools such as Excel (advanced), Power BI, Tableau, or similar.
* Experience with SQL, Python, or other scripting tools for data extraction is a plus.
* Experience with project management tools (e.g., Asana, Smartsheet, Jira, Microsoft Project).
* Strong analytical and problem-solving skills.
* Ability to manage multiple priorities in a fast-paced environment.
* Excellent attention to detail and data accuracy.
* Strong interpersonal and communication skills to collaborate with various stakeholders.
* Service mind-set that fosters collaboration, building strong relationships, and a "Wow" experience for stakeholders.
Technology Skills:
* Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications.
* Proficient in HCM platforms, specifically Workday required.
Customers Bank is an equal opportunity 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.
We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
Auto-ApplyHCM Workday Manager
Day, NY jobs
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Salary range: An annual salary range of $150k - $200k is what we expect to pay for this position, based on overall skills and experience.
Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.
On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.
What We Need:
We are seeking a Vice President, HCM Workday Manager to join our Team! The role will be the product owner and expert for the Workday HCM system including system updates, configurations, vendor integrations, module enhancements and overall day-to-day system oversight. This position offers the opportunity to work as an integral part of our People Experience Team (PXT), working closely with the SVP, of Shared Services, the PXT leadership team, and collaborating with team members throughout the organization. You will provide analytics for 800+ employees across the US as the company expands its footprint. The ideal candidate must possess strong attention to detail, have previous project management and technical experience with Workday HCM, and Payroll processing, and thrive in a fast-paced, team-oriented environment. This role requires four days in the office (Mon - Thurs) and remote on Friday and can be located in our NYC or Malvern PA offices.
Customers Bank seeks talent that is Hungry - Humble and Smart! We want people who know what they are doing, are accountable and delivery oriented, excel through opportunity with compassion and empathy for others. If you are a team player who enjoys creativity and achieving goals, we want to hear from you!
Workday Expert:
End-to-end Workday HCM administrator and product ownership responsibilities.
Analyze the current system, propose solutions for more efficient processes.
Hands-on oversight of system updates, configuration, change management, project management, vendor integrations, module enhancements and reporting.
Partner with Finance and IT on system integrations and day-to-day operations.
Lead projects that involve Workday lifecycle design, testing, training and implementation.
Manage on-going data and product ownership that enable clear communication and deliverables.
Work with the Data, Analytics and Reporting team in generating custom reports for presenting workforce trends.
Work with PXT Compliance to ensure processes are followed for audit responses.
Maintain SOX & FINRA compliance adhering to segregation of duties.
Ensure data integrity across HR systems (HCM, ATS, LMS, etc.) through regular audits and validation processes.
Focus on accuracy in data, delivery within agreed timelines, reduction in manual efforts through automation and incorporating AI into solutions.
Operational Support:
Maintain workforce files and digital records in accordance with internal policies and compliance standards.
Ensure the accuracy and integrity of HR data by regularly reviewing, auditing, and updating employee records across systems.
Strong knowledge of data privacy laws and the handling of confidential information.
Respond to routine inquiries related to HR processes and systems, escalating complex issues as needed.
Collaborate with PXT team members to support day-to-day operations and drive process consistency across the function.
Project Management:
Manage and lead PXT initiatives and projects, including system implementations, policy rollouts, and change management efforts.
Collaborate with cross-functional teams, vendors and resources with project plans, solutions, timing and deliverables.
Track and follow up on deliverables, timelines, and resource plans in coordination with HR and cross-functional teams.
Track and communicate project status to stakeholders, ensuring risks and issues are identified and mitigated.
Support continuous improvement initiatives that align with PXT strategic goals.
What Do You Need?
8-10 years' experience in managing Workday, HCM systems, and experience with other modules such as payroll, benefits, advanced compensation, and recruiting.
Bachelor's degree in Human Resources, Business Administration, Data Analytics, or related field required.
Workday certification or BS/MS in computer science.
3-5 years of experience in HR analytics, reporting, or HR operations roles.
Experience managing HR projects or cross-functional initiatives is highly desirable.
Strong data skills with tools such as Excel (advanced), Power BI, Tableau, or similar.
Experience with SQL, Python, or other scripting tools for data extraction is a plus.
Experience with project management tools (e.g., Asana, Smartsheet, Jira, Microsoft Project).
Strong analytical and problem-solving skills.
Ability to manage multiple priorities in a fast-paced environment.
Excellent attention to detail and data accuracy.
Strong interpersonal and communication skills to collaborate with various stakeholders.
Service mind-set that fosters collaboration, building strong relationships, and a “Wow” experience for stakeholders.
Technology Skills:
Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications.
Proficient in HCM platforms, specifically Workday required.
Customers Bank is an equal opportunity 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.
We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
Auto-ApplyManager - Jira Align
Chicago, IL jobs
Business Office Manager- Jira Align About the Role: This role requires a highly experienced Jira Align Administrator to play a pivotal role in our ongoing transition to the Product Operating Model and implementation of Lean Portfolio Management. This role will be instrumental in ensuring the successful implementation, configuration, and ongoing support of Jira Align and related tools, empowering our agile teams to effectively manage their work by providing data-driven insights to support strategic decision-making.
Responsibilities:
* Collaborate with Portfolio and Enterprise operations teams to identify opportunities and define requirements for tools like Enterprise Insights and Focus, enhancing transparency and data availability.
* Develop and implement strategies for the adoption and effective use of these tools, aligning with our Product Operating Model (POM) and agile methodologies.
* Partner with the Lean Agile Center of Excellence, Portfolio Ops Managers, Portfolio Managers and other stakeholders to deliver robust tooling solutions that support Lean Portfolio Management (LPM).
* Lead the customization of existing tools and develop innovative solutions for use of these tools in Portfolio Management.
* Manage and troubleshoot data synchronization between various tools, including Jira and Jira Align.
* Help in user creation, permission management, and team setup.
* Provide timely support to users through Jira Align support channels.
* Develop user guides and documentation to facilitate user adoption.
* Collaborate with the reporting team to create reports and dashboards that complement Jira Align and provide broader insights.
* Contribute to the development of a Jira Align adoption roadmap, prioritizing functionality rollouts.
* Champion SAFe Agile standards and adherence to process guidelines.
Qualifications:
* 10+ years of experience in Jira administration, with extensive Jira Align administration experience being essential.
* Proven experience using Jira for sprint management.
* A passion for results-oriented, value-driven cultures.
* Strong leadership skills with the ability to influence and achieve results through others.
* Excellent written and verbal communication skills.
* Superior interpersonal skills, including stakeholder management and the ability to present to senior leadership, including C-suite executives.
* Highly detail-oriented with the ability to multitask in a fast-paced environment.
* Strong business acumen, including the ability to analyze trends and budgets.
* Customer-focused with a strong service orientation.
* Advanced analytical and problem-solving skills.
* Extensive experience managing complex, cross-organizational programs.
* Proven ability to track progress, identify process gaps, recommend controls, and communicate effectively with business leaders.
* Experience managing multiple priorities independently and within a team environment.
* Advanced skills in consultation, conflict resolution, negotiation, and facilitation.
* Knowledge of Scaled Agile Framework (SAFe) and Lean Portfolio Management (LPM).
* Experience with portfolio tools such as Apptio Cost Transparency, Looker, Alfabet, and financial modeling tools is a plus.
* Bachelor's degree in Business Administration, Finance, Computer Science, or a related field, or equivalent experience.
* 10+ years of progressively responsible experience requiring advanced critical thinking, analytical, and problem-solving skills. Financial/trading industry experience is a plus.
CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The pay range for this role is $122,300-$203,900. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active pension plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic benefits package for our team and their dependents.
CME Group: Where Futures are Made
CME Group is the world's leading derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more.
At CME Group, we embrace our employees' unique experiences and skills to ensure that everyone's perspectives are acknowledged and valued. As an equal-opportunity employer, we consider all potential employees without regard to any protected characteristic.
Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.
Manager, FP&A
Chicago, IL jobs
About Us:
Founded 19 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout the world. Since spinning out of a large brokerage firm in 2016, DV Trading rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity and hedging opportunities to financial participants, commodity producers and counterparties worldwide. DV Group affiliates also include two broker dealers, an introducing broker in commodities, a cryptocurrency market making firm, and several investment advisory firms.
Job Responsibilities:
Support the financial planning, reporting, and budgeting processes across the DVT portfolio of businesses
Partner with key business leads to lead the budget, planning, and forecast formulation and execution
Generate monthly, quarterly and yearly reporting insights by gathering and analyzing data as well as actuals/projection variances
Identify relevant trends and key variance drivers. Advise leadership of opportunities and risk impacting the firm
Identify process improvements to reduce process cycle times, improve financial forecast quality, and enhance information provided to leadership for business decisions
Develop credibility and build partnerships with the accounting team and other key stakeholders across DV to facilitate efficiency, knowledge sharing, and opportunities for process improvement
Requirements:
Bachelor's degree in accounting, finance, or related acumen.
7+ years of financial planning and analysis experience within the financial services space.
Ability to collect, clean, and interpret large data sets across multiple systems to provide insightful analysis.
Experience in planning, coordinating, and executing multiple work streams simultaneously.
Strong grasp of income sheet, balance sheet, and cash flow financial statements interactions.
Ability to analyze financial results and assess financial impacts of business decisions.
Experience working within a G/L system, Microsoft Dynamics preferred.
Advanced Excel knowledge and skills (including Power Query) PowerPoint; SQL and/or Python a plus.
Excellent communication skills, both written and verbal.
A tech forward approach to managing day to day tasks - we love to automate and make things more efficient and so should you!
Strong problem solver with the ability to navigate ambiguity and leverage your resources.
The desire to take ownership of projects and ideas, while being able to identify gaps and other areas of improvement.
The ability to adapt to a dynamic and ever-changing environment - we are in high growth mode and move quickly to achieve business goals.
Benefits:
Discretionary bonus eligibility
Medical, dental, and vision insurance
HSA, FSA, and Dependent Care options
Employer Paid Group Term Life and AD&D Insurance
Voluntary LTD, Life & AD&D insurance
Flexible vacation policy
Retirement plan with employer match
Paid parental leave
Wellness Programs
Annual compensation range $150 - 200K base + discretionary bonus opportunity
DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.
Auto-ApplyManager (FP&A)
New York, NY jobs
Manager (FP&A) positions offered by Payoneer Inc. (New York, New York). Lead and build out team dedicated to strategic business partnerships with product owners, which includes analyzing product performance, setting financial targets, and delivering actionable recommendations. Manage cost savings, revenue growth, and operational improvements. Manage the development of self-serve solutions and oversee the design, development, and maintenance of data models to support business needs. Manage the development and delivery of monthly and quarterly management reports, working with business partners to gather data, creating reports and dashboards, and presenting results to senior management. Manage development of financial models to analyze financial data and support forecasting and budgeting activities. Build and maintain relationships with key stakeholders, facilitating communication and collaboration across departments.
Minimum Requirements:
Requires a bachelor's or foreign equivalent degree in finance, accounting, economics, or a related field and 4 years of experience in financial planning and analysis (FP&A), investment banking, consulting, venture capital, private equity, or corporate finance.
Must have 4 years of experience in each of the following:
* Analyzing financial models and forecasting to develop estimates for global revenue, costs, and growth trends;
* Utilizing Excel, PowerPoint, and SQL;
* Creating complex financial models to support ad-hoc analysis for key initiatives;
* Translating complex business concepts into clear financial and operating models;
* Collaborating with cross-functional teams to deliver comprehensive analyses and recommendations to senior management, offering insights that inform decision-making and strategic planning; and
* Leading complex strategic projects, coordinating cross-functional teams to define project objectives, develop and implement actionable plans, and monitor progress to ensure timely and successful completion while aligning with organizational goals.
Position reports to New York, NY office. Telecommuting permitted in accordance with company policy, but must live within commuting distance of stated office.
Experience may be, but need not be, acquired concurrently.
The annual base salary range for this position is: $132,980 to $160,001 per year.
Payoneer is committed to fostering a diverse and inclusive workplace. Payoneer is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. If you are interested in applying for employment with Payoneer and need special assistance or an accommodation to use our website or to apply for a position, please see ********************************** Determinations on requests for reasonable accommodation are made on a case-by-case basis.
In accordance with New York City Law, below is the annual base salary range for this position. Actual annual base salary is based on, but not limited to: experience, education, professional licenses, location and business needs. The position is eligible for health insurance, disability insurance, life insurance, 401k plan, paid-time off, and sick (and where applicable safe) leave. This position is also eligible for a discretionary year-end bonus.
#LI-DNI
#DNI
Auto-ApplyAI Manager
Oklahoma City, OK jobs
The AI Team Lead is a key role in MidFirst's Center for Digital Advancement, working with AI Business and Process Analysts and other team members to accomplish the Bank's Digital strategy and goals. The role is focused on advancing the Bank's artificial intelligence initiatives, leading the group through AI reviews and working with stakeholders to understand their business needs, provide education on AI capabilities, and delivering AI solutions.
Essential Functions
Team Leadership:
Lead, mentor, and develop a team of AI analysts, providing guidance on priorities, performance, and strategy. Establish clear objectives, fostering collaboration between business, technology and support groups to ensure the successful implementation of projects and initiatives.
AI Research:
Continuously monitor industry trends, AI innovations, regulatory developments, and competitor analysis relevant to the Bank's business units and product offerings. A strong ability to summarize findings into easily-understandable reports, and comfortable with sharing findings with an executive audience
Implementation Support:
Partner with corporate technology, risk, compliance, and supplier management stakeholders to take part in the AI review process. Support business unit projects through vendor evaluation and due diligence processes, performing project management and product ownership roles including project planning, cost-benefit analyses, and RFP development.
Other Requirements
Bachelor's degree in Accounting, Finance, Entrepreneurship, Economics, MIS, Mathematics, Computer Science, or Engineering. MBA or other (preferred, not required)
Proficiency in data analysis, process mapping and requirements gathering
Knowledge of industry-specific regulations and compliance standards
Passion for emerging technologies and their application in financial services
Demonstrated success leading teams that bridge business needs with technology solutions
Excellent communication and stakeholder management skills at senior levels
Success implementing and supporting AI and Generative AI tools
*Must reside within the operating area to be considered
#LI-DNI
Manager, IP Dispute Resolution (Financial Expert Practice)
Chicago, IL jobs
Ocean Tomo offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity and problem solving. We require flexibility, dedication and initiative. In return, we provide exceptional opportunities. We are often asked to apply advanced financial and economic principles to assist in the evaluation of emerging technologies or technology-rich corporations.
As a Manager in Intellectual Property Dispute Resolution in our Financial Experts practice, you will focus on the daily management of litigation engagements. Some of the responsibilities include meeting with clients and/or counsel to collect information for the creation of reports and financial analyses/models, analyzing and critiquing opposing parties' claims, managing Analysts and working closely with the Managing Directors of the firm.
Responsibilities:
Creating complex financial models on client businesses and products
Writing reports, presentations and other materials
Daily management of engagements including meetings with clients and counsel
Critiquing opposing parties' claims
Directing analyst efforts in preparing models, reports and research and other activities on the engagement
Synthesizing financial, marketing and other documents
Managing small to medium sized projects independently
Training of analysts on technical concepts
Assisting with practice development efforts of the Directors and Managing Directors
Playing a supporting role in identifying and exploring new business opportunities
Requirements:
Bachelors or Masters concentrating in finance, accounting, business or economics from a highly regarded program
4 plus years of litigation consulting or intellectual property valuation experience
CPA/CFA preferred
High degree of professionalism, integrity and flexibility
Excellent oral and written communication skills
Great attitude and client presence
Experience managing team members
Solid analytical skills, and the ability to work well in a team environment are essential
Proficiency with MS Word and Excel
Superior attention to detail
Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.
Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity value broadly defined.
As a team, we are:
Innovative: Offering state of the art and proprietary services within each business we operate.
Client Focused: Responding and providing a level of service exceeding expectations.
Quality Obsessed: Managing all work products to a zero-error tolerance.
Profit Centric: Seeking to maximize profits to our employees and investors over strategies focused on growth.
Team Oriented: Working together to serve clients and build a unified firm regardless of office locale or primary practice responsibility.
Inclusive: Ocean Tomo welcomes everyone, recognizing diversity as an asset for ourselves and our clients.
Why Work for Us?
We are an organization built upon the concept of the "team." Our culture and our work set us apart. Our people make all the difference. In addition to excellent employee benefits, some of our innovative benefits include:
Hybrid work environment
Incentive equity program
Annual bonus plan
Full reimbursement for industry exams and review courses (CPA, CFA, etc.)
Partial tuition reimbursement
Unlimited paid time off and paid holidays
Applicants MUST submit resumes at ********************************** Local candidates preferred. Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa.
Ocean Tomo, LLC and Veris Consulting, LLC are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Remarketing Manager
Jacksonville, FL jobs
Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Remarketing Manager to join our growing team. Essential Functions: Responsible for the oversight of the management and sale of company owned real estate and chattel (manufactured home) assets from securing through liquidation and accounting of the loss.
* Develop and document the policies, processes and procedures for the repossession department to ensure all company owned repossessed assets are protected, liquidation timelines are met, expenses are mitigated and the best possible recovery rates are achieved
* Manage the department vendors to ensure work is completed timely, accurately and on budget
* Work with community managers and property owners to secure the assets
* Develop and work with network of retailers to assist with the sale of assets after repossession
* Coordinate the sale of assets directly to the public when allowable and reasonable
* Ensure timely processing of invoices and accounting of losses after liquidation
* Work with internal departments to quickly and accurately resolve any servicing issues
* Supervise department workload for efficient handling and adherence to all industry servicing compliance standards
* Assist with other duties as assigned by supervisor
* Maintain compliance with all company policies and procedures
Minimum Qualifications:
* Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
* Excellent computer proficiency (MS Office - Word, Excel and Outlook)
* Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
* Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
* Strong working knowledge of the manufactured housing industry highly desired
* Strong negotiation and sales skills
* Minimum of 3 years default and/or mortgage/real estate related experience
* Management skills building and working with teams. Ability to effectively manage employees and create a positive and productive work environment
* Strong attention to detail, goal oriented
* Knowledgeable of federal guidelines and the Fair Debt Collection Practices Act
* MSP experience a plus
* Bachler's preferred
* High school diploma or GED required
Physical Demand:
* Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
* Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
* Must be able to talk, listen and speak clearly on telephone
Remarketing Manager
Jacksonville, FL jobs
Job Description
Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Remarketing Manager to join our growing team.
Essential Functions:
Responsible for the oversight of the management and sale of company owned real estate and chattel (manufactured home) assets from securing through liquidation and accounting of the loss.
Develop and document the policies, processes and procedures for the repossession department to ensure all company owned repossessed assets are protected, liquidation timelines are met, expenses are mitigated and the best possible recovery rates are achieved
Manage the department vendors to ensure work is completed timely, accurately and on budget
Work with community managers and property owners to secure the assets
Develop and work with network of retailers to assist with the sale of assets after repossession
Coordinate the sale of assets directly to the public when allowable and reasonable
Ensure timely processing of invoices and accounting of losses after liquidation
Work with internal departments to quickly and accurately resolve any servicing issues
Supervise department workload for efficient handling and adherence to all industry servicing compliance standards
Assist with other duties as assigned by supervisor
Maintain compliance with all company policies and procedures
Minimum Qualifications:
Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
Excellent computer proficiency (MS Office - Word, Excel and Outlook)
Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
Strong working knowledge of the manufactured housing industry highly desired
Strong negotiation and sales skills
Minimum of 3 years default and/or mortgage/real estate related experience
Management skills building and working with teams. Ability to effectively manage employees and create a positive and productive work environment
Strong attention to detail, goal oriented
Knowledgeable of federal guidelines and the Fair Debt Collection Practices Act
MSP experience a plus
Bachler's preferred
High school diploma or GED required
Physical Demand:
Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
Must be able to talk, listen and speak clearly on telephone
Valuation Manager
Scottsdale, AZ jobs
Equity Methods seeks a results-focused, growth-oriented valuation professional to support and drive client engagements related to the valuation of equity compensation instruments, complex securities, and related categories. Our Valuation Services Group offers you the ability to apply core financial economics principles in a way that directly impacts the financial reporting accuracy and timeliness at large publicly traded firms.
As a Manager, you'll apply your experience in economic or valuation consulting, management consulting, litigation consulting, or public accounting to the world of valuation for financial reporting. You will gain deep exposure to managing complex client relationships, maintaining and enhancing our focus on excellence and pristine client service, coaching and mentoring junior staff, and more. You'll also gain exposure to our HR Advisory practice where we provide compensation analytics and other forms of economic consulting. Finally, you will gain exposure to broader business topics in preparation for a wider leadership role within the firm.
If you enjoy problem-solving, are comfortable both excelling in client service and geeking out with technical models, and have a collaborative, client-focused mindset, we would like to meet you and discuss this exciting role.
The Role in a Nutshell
Manage and oversee valuation projects from inception to completion, which requires competencies in financial modeling, data analysis, project management, and client interaction.
Master the firm's standard option-pricing techniques that are used to value equity compensation awards, complex securities (e.g., convertible debt, contingent consideration, etc.), and businesses (e.g., 409A valuations). Leverage this expertise so you can train, review, and coach junior staff.
Review complex compensation and financing agreements to determine the key terms for modeling and appropriate valuation framework.
Manage a portfolio of clients, both from a day-to-day service perspective as well as their overall relationship with Equity Methods. Be accountable for end-to-end client experiences. Assist them in understanding other ways EM can help as they benefit from unparalleled service.
Lead client delivery presentations and mentor associates and consultants as they learn the ropes in explaining complex valuation topics to senior audiences.
Serve as an internal subject-matter expert by assisting in internal reviews, staff training, and other responsibilities of a senior professional in the practice.
Manage associates and deliver coaching and feedback that is aligned to our apprenticeship, promote-from-within culture.
Represent the company during on-site visits with clients, industry conferences, and recruiting events, and author thought leadership artifacts such as white papers and issue briefs. Begin building a brand in the industry and participate in efforts to acquire new clients by showcasing EM's expertise. (Travel is < 20%.)
Support in HR Advisory projects, including incentive design, compensation modeling, statistical analyses of pay equity, and proxy support. Some candidates will welcome large specializations in this practice group.
Our Culture and Method of Doing Business. We are:
Zealous about exceptional client service and delighting every client, large or small.
Lean and agile-we don't have manager layers that get to sit back and just talk.
Growth-oriented-both in welcoming new clients into the fold and seeing professional development in our outstanding colleagues.
Feedback-heavy-because that's how to unlock growth.
Mentoring-rich-we're not a competitive, eat-what-you-kill culture, and our consultants achieve professional growth via hands-on client experience and feedback from leaders.
All about impact-our professionals love the opportunity to make an impact on clients, each other, and the long-run trajectory of the business.
Eager to solve clients' toughest problems-because that's where the greatest impact is created even though these challenges are riddled with ambiguity and complexity.
Devoted to plain-language deliverables that clients find easy to consume and yet rigorous-because clients value our ability to make the complex simple for them.
Not a 9-to-5 job-because all the above items just take time, even for very smart and efficient people.
Qualifications & Requirements:
5 - 9 years of experience in a relevant valuation consulting field. Note that we do not expect expertise in every area in which our practices focuses, but do expect solid proficiency in financial economics and the general tools through which valuation for financial reporting is approached.
Strong Excel skills and the ability to design robust, insight-rich models. However, prior experience in compensation, programming, or data analytics is not required.
Experience supervising junior talent and delivering coaching/feedback that guides them toward excellence and upskilling.
Bachelors or Masters in a business discipline that relates to the role.
Ability to quickly grasp complex accounting, finance, and economics principles and apply them to real-world fact patterns.
Exceptional time and stress management skills in light of needing to manage a plate of complex projects with various deadlines, many of which are in flux.
Strong detail- and accuracy-orientation. Successful candidate must demonstrate attention-to-detail with regard to internal/external communication, developing deliverables, and modeling.
Ability and willingness to think critically and solve “out-of-the-box” problems independently.
Ability to excel in both the technical dimensions and business/client dimensions of consulting.
Background check required.
More About Equity Methods
Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. We have served 40 Fortune 100 firms all the way to early-stage venture-backed organizations. Our clients span the United States, in addition to some in Canada, South America, and Europe. We offer a diverse array of services that solve mission-critical priorities within corporate accounting and human resources functions.
At our size of ~100 professionals and thousands of clients, we combine the best of a large professional services firm with the best of an entrepreneurial growth venture. The culture fosters excellence in client service, innovation, collaboration, and continuous improvement. We have a bias toward promoting from within and we celebrate the diverse strengths of our colleagues. We have consistently been rated a Top Company to Work for in Arizona.
Auto-ApplyEUC Manager
Westchester, IL jobs
* Strong understanding of depot logistics, device provisioning (Intune), and EUC support. * Proven ability to manage large-scale rollouts and coordinate cross-functional teams. * Excellent communication and stakeholder management skills. * Experience with ServiceNow, POS systems, and retail IT environments is a plus.
Roles & Responsibilities:
* Conduct daily standups with technical teams, domain managers to track progress, identify blockers, and manage dependencies
* Coordinate with architecture leads, depot vendors, and EUC teams to ensure timely delivery and issue resolution.
* Own the tech stack and ensure all components (hardware, OS, Intune provisioning, network) are aligned and functioning.
TCS Employee Benefits Summary:
* Discretionary Annual Incentive.
* Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
* Family Support: Maternal & Parental Leaves.
* Insurance Options: Auto & Home Insurance, Identity Theft Protection.
* Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
* Time Off: Vacation, Time Off, Sick Leave & Holidays.
* Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
#LI-RJ2
Salary Range-$90,000-$100,000 a year
Valuations Manager
Houston, TX jobs
JOB SUMMARYAs a Manager within the Valuation team, you will be a key member of our current and future growth, responsible for leading and overseeing complex valuation engagements for our clients and mentoring staff. Leveraging your expertise in financial analysis, market research, and valuation methodologies, you will guide a team of professionals in delivering high-quality valuation services. This role offers a unique opportunity to lead and shape the strategic direction of our valuation practice while providing important insights to our clients.
Conduct comprehensive financial analysis, including financial modeling, discounted cash flow (DCF) analysis, and comparative market analysis
Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies
Prepare detailed valuation reports and presentations
Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation services
Assist management in planning and managing engagement activity and follow through to achieve results
Demonstrate technical knowledge effectively through written and verbal communication
Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery
Mentor and train new staff in areas of expertise and responsibility
Recognize needs and issues pertinent to client activity and demonstrates ownership of engagement's day-to-day tasks and activities
Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparable, and scenario analysis
Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements
Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software
Supervisory responsibilities
Will supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel required
Some travel may be required to client sites during engagements
Required education and experience
Bachelor's degree in accounting, finance, economics, or a related field
4 - 6 years in relevant position
Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation
Preferred education and experience
Master's degree in accounting, finance, economics, or a related field
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplyValuations (VAS) Manager
Sterling Heights, MI jobs
JOB SUMMARYAs a Manager within the Valuation team, you will be a key member of our current and future growth, responsible for leading and overseeing complex valuation engagements for our clients and mentoring staff. Leveraging your expertise in financial analysis, market research, and valuation methodologies, you will guide a team of professionals in delivering high-quality valuation services. This role offers a unique opportunity to lead and shape the strategic direction of our valuation practice while providing important insights to our clients.
Conduct comprehensive financial analysis, including financial modeling, discounted cash flow (DCF) analysis, and comparative market analysis
Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies
Prepare detailed valuation reports and presentations
Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation services
Assist management in planning and managing engagement activity and follow through to achieve results
Demonstrate technical knowledge effectively through written and verbal communication
Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery
Mentor and train new staff in areas of expertise and responsibility
Recognize needs and issues pertinent to client activity and demonstrates ownership of engagement's day-to-day tasks and activities
Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparable, and scenario analysis
Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements
Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software
Supervisory responsibilities
Will supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel required
Some travel may be required to client sites during engagements
Required education and experience
Bachelor's degree in accounting, finance, economics, or a related field
4 - 6 years in relevant position
Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation
Preferred education and experience
Master's degree in accounting, finance, economics, or a related field
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplyGrowth Manager, SMB
New York, NY jobs
Who we Are? Intersection is an experience-driven Out of Home media and technology company that delivers programming, consumer amenities, and advertising to cities. From free internet access to way-finding to real-time information, our products make city life easier and more sustainable. We further enrich cities with experiential programming that inspires and engages people throughout their day. With valuable, diverse audiences in America's top cities, we provide innovative, data-driven solutions for brands to reach urbanites at scale.
What is the Role?
We're looking for a self-starter who thrives on connecting with local businesses and helping them grow. The Small Business Growth Manager will drive new opportunities for both our Direct Sales team and our LinkDirect self-service advertising platform, focusing on New York City-based small businesses.
This role blends digital prospecting, partnership outreach, and in-person engagement-finding and activating the types of businesses that keep NYC running: restaurants, real estate firms, home improvement services, HVAC companies, auto dealers and repair shops, retailers, wellness providers, and small professional service providers like doctors, dentists, lawyers, and accountants. You'll be the face of Intersection's small business offering across the five boroughs-meeting owners, attending community events, and bringing them into our network.
What you will accomplish:
* Identify, research, and qualify small business prospects across NYC using online tools, local directories, and in-person discovery.
* Attend and represent Intersection at NYC small business conferences, chambers of commerce, BID meetings, and city-sponsored events-handing out flyers, promoting offers, and driving awareness of LinkNYC and LinkDirect.
* Execute targeted outreach campaigns via email, LinkedIn, and direct visits to generate qualified leads for both seller-led campaigns and LinkDirect sign-ups.
* Collaborate with marketing on borough-specific campaigns and category-specific offers that speak to local businesses.
* Maintain accurate lead and pipeline data in CRM systems (Salesforce / HubSpot) and report weekly on lead activity, conversions, and learnings from the field.
* Partner with Account Executives to hand off qualified opportunities and ensure a seamless transition from lead to sale.
* Surface insights from conversations and events to shape future outreach, messaging, and partnerships.
You're a great fit for this role because:
* 2-4 years of experience in sales development, local marketing, or business development, ideally with exposure to small business clients.
* Deep familiarity with NYC's small business landscape and enthusiasm for being out in the field meeting owners.
* Excellent written and verbal communication skills, with a friendly, persuasive style.
* Hands-on experience with CRM tools (Salesforce, HubSpot) and lead sourcing platforms (Apollo, ZoomInfo).
* Self-motivated, organized, and excited to see tangible results from your outreach and relationship building.
* Willingness to spend several days per week in the field representing Intersection at events and local business hubs.
Compensation: $65,000 - 75,000
At Intersection we celebrate every voice that makes us unique and every perspective that makes us grow. It's our shared responsibility to create an equitable environment where every employee contributes to the culture of the company. Our products and offerings impact cities across the world and it's our goal to represent the diversity and differences that make cities special. We will be relentless in that pursuit, because together we are better. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.
Auto-ApplyNOC Manager
Oak Brook, IL jobs
The Network Operations (NOC) Manager will lead the NOC Team within Managed Services practice. This position is a multi-faceted, challenging role that requires excellent attention to detail, the ability to effectively communicate and influence clients, develop relationships with technical and business contacts, coordinate delivering, operations and project resources, and follow tasks through to completion. The Firm provides comprehensive managed services to growing mid-market organizations. Our solutions range from cloud/infrastructure managed services, to end user service desk, to full outsourcing of IT.
Job Duties:
* Acts as contact regarding all questions and information, including progress, challenges encountered, and issues identified within the NOC
* Provides exceptional client service and develops deliverables and/or solutions to issues
* Identifies, grows, and maintains relationships with client personnel, including members of client management
* Prepares formal and informal presentations for various internal meetings
* Reviews and participates in project plans for the improvement of service delivery
* Facilitates the project plan making updates as directed by the management team
* Manages tasks closely to make sure they are being completed and in a timely manner
* Documents information from internal project meetings
* Escalates any issues to senior management, as needed
* Provides regular status updates on the implementation
* Fosters a positive demeanor, learning attitude and client service mentality with staff and seniors
* Other duties as required
Supervisory Responsibilities:
* Supervises the day-to-day workload of team members within the NOC
* Ensures teams are trained on all relevant software
* Evaluates the performance of team members and assists in the development of goals and objectives to enhance professional development
* Delivers periodic performance feedback and completes performance evaluations for teams in accordance with Firm guidance
* Acts as mentor to team members, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
* High School Diploma or GED, required
* Bachelor's degree, with a focus in Information Technology or Computer Science, preferred
Experience:
* Five (5) or more years of professional experience in Service Delivery, IT or Professional IT Solution Services, required
* Five (5) or more years of experience within the Microsoft operating system environment and suite of products, and web/networked computing environments (Windows Server and Desktop, MS Exchange, Active Directory, etc.), required
* Three (3) or more years of experience leading small teams within the network operations center, service desk or help desk environment, required
* Experience troubleshooting issues, identifying solutions, and appropriately escalating, required.
* Experience with project planning, scoping and management skills, required
* Business process analysis & design experience, required
* Client facing consulting experience, preferred
Licenses/Certifications:
* Project Management Professional, (PMP), preferred
* ITIL V3/V4, preferred
Software:
* One of the following, required:
* Microsoft Operating Systems suite of products such as: Office 365, Active Directory, Azure, Exchange, Windows Server
* Remote Management or Monitoring/Observability Solution Software. Ex. N-Central, Auvik, PRTG, Nagios, NetFlow
* FortiOS or other Firewall Software Experience
* Complimentary experience with Microsoft Windows systems and other network adjacent systems (VoIP, SAN, Hypervisors, etc), preferred
Other Knowledge, Skills & Abilities:
* Strong verbal and written communication skills
* Ability to troubleshoot issues, identify solutions, and appropriately escalate issues, required
* Strong analytical, facilitation, documentation, and communication skills, required
* Strong project planning, scoping and management skills, required
* Strong business process analysis & design and process flow skills, required
* Excellent interpersonal and customer relationship skills
* Capacity to work in a deadline-driven environment while handling multiple projects/tasks simultaneously with a focus on details
* Capable of successfully multi-tasking while working independently or within a group environment
* Capable of working well under pressure while dealing with unexpected problems in a professional manner
* Ability to work well in a cross-functional team environment preferred
* Must have excellent organizational and multi-tasking skills
Keywords: Network Operations Center, NOC, Manager, Azure, Service Delivery, Lead, Active Directory, AD, IT Solutions, Professional Services, Service Desk Lead, Escalate, Facilitate, Supervise.
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
Illinois Range: $90,000 - $135,000
NOC Manager
Oak Brook, IL jobs
The Network Operations (NOC) Manager will lead the NOC Team within Managed Services practice. This position is a multi-faceted, challenging role that requires excellent attention to detail, the ability to effectively communicate and influence clients, develop relationships with technical and business contacts, coordinate delivering, operations and project resources, and follow tasks through to completion. The Firm provides comprehensive managed services to growing mid-market organizations. Our solutions range from cloud/infrastructure managed services, to end user service desk, to full outsourcing of IT.
Job Duties:
Acts as contact regarding all questions and information, including progress, challenges encountered, and issues identified within the NOC
Provides exceptional client service and develops deliverables and/or solutions to issues
Identifies, grows, and maintains relationships with client personnel, including members of client management
Prepares formal and informal presentations for various internal meetings
Reviews and participates in project plans for the improvement of service delivery
Facilitates the project plan making updates as directed by the management team
Manages tasks closely to make sure they are being completed and in a timely manner
Documents information from internal project meetings
Escalates any issues to senior management, as needed
Provides regular status updates on the implementation
Fosters a positive demeanor, learning attitude and client service mentality with staff and seniors
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of team members within the NOC
Ensures teams are trained on all relevant software
Evaluates the performance of team members and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for teams in accordance with Firm guidance
Acts as mentor to team members, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
High School Diploma or GED, required
Bachelor's degree, with a focus in Information Technology or Computer Science, preferred
Experience:
Five (5) or more years of professional experience in Service Delivery, IT or Professional IT Solution Services, required
Five (5) or more years of experience within the Microsoft operating system environment and suite of products, and web/networked computing environments (Windows Server and Desktop, MS Exchange, Active Directory, etc.), required
Three (3) or more years of experience leading small teams within the network operations center, service desk or help desk environment, required
Experience troubleshooting issues, identifying solutions, and appropriately escalating, required.
Experience with project planning, scoping and management skills, required
Business process analysis & design experience, required
Client facing consulting experience, preferred
Licenses/Certifications:
Project Management Professional, (PMP), preferred
ITIL V3/V4, preferred
Software:
One of the following, required:
Microsoft Operating Systems suite of products such as: Office 365, Active Directory, Azure, Exchange, Windows Server
Remote Management or Monitoring/Observability Solution Software. Ex. N-Central, Auvik, PRTG, Nagios, NetFlow
FortiOS or other Firewall Software Experience
Complimentary experience with Microsoft Windows systems and other network adjacent systems (VoIP, SAN, Hypervisors, etc), preferred
Other Knowledge, Skills & Abilities:
Strong verbal and written communication skills
Ability to troubleshoot issues, identify solutions, and appropriately escalate issues, required
Strong analytical, facilitation, documentation, and communication skills, required
Strong project planning, scoping and management skills, required
Strong business process analysis & design and process flow skills, required
Excellent interpersonal and customer relationship skills
Capacity to work in a deadline-driven environment while handling multiple projects/tasks simultaneously with a focus on details
Capable of successfully multi-tasking while working independently or within a group environment
Capable of working well under pressure while dealing with unexpected problems in a professional manner
Ability to work well in a cross-functional team environment preferred
Must have excellent organizational and multi-tasking skills
Keywords: Network Operations Center, NOC, Manager, Azure, Service Delivery, Lead, Active Directory, AD, IT Solutions, Professional Services, Service Desk Lead, Escalate, Facilitate, Supervise.
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. Illinois Range: $90,000 - $135,000
Auto-ApplyNOC Manager
Downers Grove, IL jobs
The Network Operations (NOC) Manager will lead the NOC Team within Managed Services practice. This position is a multi-faceted, challenging role that requires excellent attention to detail, the ability to effectively communicate and influence clients, develop relationships with technical and business contacts, coordinate delivering, operations and project resources, and follow tasks through to completion. The Firm provides comprehensive managed services to growing mid-market organizations. Our solutions range from cloud/infrastructure managed services, to end user service desk, to full outsourcing of IT.
Job Duties:
Acts as contact regarding all questions and information, including progress, challenges encountered, and issues identified within the NOC
Provides exceptional client service and develops deliverables and/or solutions to issues
Identifies, grows, and maintains relationships with client personnel, including members of client management
Prepares formal and informal presentations for various internal meetings
Reviews and participates in project plans for the improvement of service delivery
Facilitates the project plan making updates as directed by the management team
Manages tasks closely to make sure they are being completed and in a timely manner
Documents information from internal project meetings
Escalates any issues to senior management, as needed
Provides regular status updates on the implementation
Fosters a positive demeanor, learning attitude and client service mentality with staff and seniors
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of team members within the NOC
Ensures teams are trained on all relevant software
Evaluates the performance of team members and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for teams in accordance with Firm guidance
Acts as mentor to team members, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
High School Diploma or GED, required
Bachelor's degree, with a focus in Information Technology or Computer Science, preferred
Experience:
Five (5) or more years of professional experience in Service Delivery, IT or Professional IT Solution Services, required
Five (5) or more years of experience within the Microsoft operating system environment and suite of products, and web/networked computing environments (Windows Server and Desktop, MS Exchange, Active Directory, etc.), required
Three (3) or more years of experience leading small teams within the network operations center, service desk or help desk environment, required
Experience troubleshooting issues, identifying solutions, and appropriately escalating, required.
Experience with project planning, scoping and management skills, required
Business process analysis & design experience, required
Client facing consulting experience, preferred
Licenses/Certifications:
Project Management Professional, (PMP), preferred
ITIL V3/V4, preferred
Software:
One of the following, required:
Microsoft Operating Systems suite of products such as: Office 365, Active Directory, Azure, Exchange, Windows Server
Remote Management or Monitoring/Observability Solution Software. Ex. N-Central, Auvik, PRTG, Nagios, NetFlow
FortiOS or other Firewall Software Experience
Complimentary experience with Microsoft Windows systems and other network adjacent systems (VoIP, SAN, Hypervisors, etc), preferred
Other Knowledge, Skills & Abilities:
Strong verbal and written communication skills
Ability to troubleshoot issues, identify solutions, and appropriately escalate issues, required
Strong analytical, facilitation, documentation, and communication skills, required
Strong project planning, scoping and management skills, required
Strong business process analysis & design and process flow skills, required
Excellent interpersonal and customer relationship skills
Capacity to work in a deadline-driven environment while handling multiple projects/tasks simultaneously with a focus on details
Capable of successfully multi-tasking while working independently or within a group environment
Capable of working well under pressure while dealing with unexpected problems in a professional manner
Ability to work well in a cross-functional team environment preferred
Must have excellent organizational and multi-tasking skills
Keywords: Network Operations Center, NOC, Manager, Azure, Service Delivery, Lead, Active Directory, AD, IT Solutions, Professional Services, Service Desk Lead, Escalate, Facilitate, Supervise.
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. Illinois Range: $90,000 - $135,000
Auto-Apply