Consulting Services Director jobs at LifeWorks - 1635 jobs
Director, Private Client Services (Family Office)
Alvarez & Marsal 4.8
Dallas, TX jobs
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
We're currently growing Our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Director to join our team.
How you will contribute
As a Director within Private Client Services, you will:
Provide multiple clients with a variety of accounting and support services including but not limited to the following:
Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports
Oversee and manage the accounting functions for specific families that includes; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner
Review and analyze financial information to prepare entries to accounts, such as general ledger accounts and documenting business transactions
Manage and reconcile bank accounts
Reconcile various expenses and intercompany accounts
Prepare monthly/quarterly financial packages for clients with related work papers
Assist in preparation of annual tax package and supporting documents
Establish, modify, document, and coordinate implementation of accounting and accounting control procedures
Develop trusted relationships with and collaborate with clients to compile project information and resolve issues
Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis
Build client relationships and demonstrate a working knowledge of client businesses
Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams
Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives
Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process
Qualifications
Bachelor's degree in Accounting
5 + years' of relevant experience; Private Client Services/Family Office/High Net Worth accounting experience strongly preferred
CPA
High level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy to
Prior proven experience leading others while managing multiple work streams
Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables
Passion for training and mentoring staff
Excellent verbal and written communication skills, with the ability to establish credibility and influence clients
Excellent research, writing, and analytical skills
Advanced user of all Microsoft Office products (with an emphasis on Excel)
Strong knowledge and experience in QuickBooks
Ability to simultaneously work on several projects and effectively manage deadlines
High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches
Detail-oriented and possess strong organizational skills
Bilingual, a plus
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-BK1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$130k-175k yearly 5d ago
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Managing Director - Application Services
Astrix Technology 4.1
Atlanta, GA jobs
**Managing Director, Application Services**
**
**Reports To:** Chief Operating Officer
**FLSA Status:** Exempt
**ROLE**
The Managing Director, Application Services - Life Sciences, serves as a strategic business leader with an ownership mindset responsible for leading the Application Services business within Astrix. This role carries full P&L responsibility and accountability for revenue growth, margin improvement, and operational excellence across platform design, operations, and managed services.
The Managing Director will scale Astrix's core Lab Informatics capabilities, expand into Regulatory, Clinical, and select Manufacturing domains, and drive European market growth. Success in this role depends on building high-performing teams, developing differentiated service offerings, and forging strategic partnerships that position Astrix as a leader in digital enablement for the life sciences industry
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Duties include but are not limited to the following:
+ Strategic Leadership & P&L Ownership
+ Define and execute the Application Services strategy aligned with enterprise goals and market dynamics.
+ Own the full P&L for the Application Services business, driving top-line growth and margin expansion.
+ Lead expansion into European markets and adjacent domains with a clear, measurable growth roadmap.
+ Develop and evolve differentiated service offerings that meet emerging client needs and regulatory demands
+ Team Leadership & Organizational Development
+ Lead and mentor senior leaders across:
+ Platform Design - overseeing architecture, engineering, and innovation.
+ Platform Operations & Managed Services - driving reliability, SLA performance, and operational excellence.
+ Build and sustain a high-performance culture across development, platform services, and client delivery teams
+ Platform Strategy & Execution
+ Oversee the design, development, and delivery of digital platforms supporting laboratory, clinical, regulatory affairs, and select manufacturing operations.
+ Ensure platforms are secure, compliant, and optimized for performance, scalability, and cost-efficiency
+ Operational Excellence
+ Advance service maturity through automation, service catalog development, and ITIL-based best practices.
+ Establish and monitor KPIs, SLAs, and continuous improvement initiatives across all platform services
+ Risk, Compliance & Quality
+ Ensure adherence to GxP, HIPAA, GDPR, and other applicable life sciences regulations.
+ Embed quality-by-design principles and continuous validation into all service delivery activities
**SUPERVISORY RESPONSIBILITIES**
This position provides leadership and direction to senior managers and functional leaders within Application Services.
**QUALIFICATIONS**
**EDUCATION and EXPERIENCE**
+ Bachelor's degree in Engineering, Computer Science, or related field; MBA or advanced degree preferred.
+ 15+ years of experience in application services or platform leadership, including 5+ years in a senior leadership role.
+ Deep domain expertise in life sciences (pharma, biotech, CROs), particularly within laboratory, clinical, regulatory, and manufacturing environments.
+ Proven success scaling global teams and digital platforms in regulated industries.
+ Strong knowledge of cloud platforms (AWS, Azure, GCP), modern architectures (microservices, APIs), and enterprise systems (e.g., Veeva, LabWare, LabVantage, Medidata, etc.).
+ Exceptional leadership, communication, and stakeholder management skills
**PREFERRED SKILLS & ATTRIBUTES**
+ Experience with digital health platforms, real-world data integration, or AI/ML-driven applications.
+ Prior leadership in life sciences technology services or consulting.
+ Strong grasp of SDLC, DevOps, and Agile/SAFe methodologies.
**WORKING CONDITIONS**
**PHYSICAL** **DEMANDS**
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to sit; use hands to finger, handle or feel. The associate is occasionally required to stand; walk; talk or hear; climb or balance; stoop, kneel, crouch or crawl; reach with hands and arms. The associate must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
**WORK** **ENVIRONMENT**
This role is largely expected to work from home.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$64k-101k yearly est. 8d ago
Tax Senior Manager | Private Client Services
CBIZ 4.6
Boston, MA jobs
Job Info
Job Identification 4339
Posting Date 11/09/2025, 06:05 AM
Locations 53 State Street, 17th Floor, Boston, MA, 02109, US 9 Executive Park Drive, Ste 100, Merrimack, NH, 03054, US 555 Long Wharf Dr, 8th Floor, New Haven, CT, 06511, US 185 Asylum St, 25th Floor, Hartford, CT, 06103, US 35 Mason St, Ste 1D, Greenwich, CT, 06830, US One Citizens Plaza, FL 9, Providence, RI, 02903, US (Hybrid)
Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the “About Us” section
Base Range $140,000 - $210,000
Our Private Client Services practice is one of the largest practices in New England, servicing clients both locally and nationally. Our client base is made up of multi‑generation family clients that make use of some of the most sophisticated tax planning structures to minimize income, gift and estate taxes, along with charitable planning. Many of our PCS clients maintain their own multi‑employee Family Office to manage the Family wealth. This practice also works with some of the largest investment advisory firms and estate and trust law firms, both locally and nationally. It is our goal to develop strong and long lasting relationships with our clients, as a trusted advisor.
Essential Functions and Primary Duties
Regarded as a Subject Matter Expert within business unit and shares knowledge
Make recommendations on internal department procedures
Recognize business opportunities for our clients and for CBIZ
Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables (such as financial statements, tax returns, workpapers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
Understand client's Qualified Plan needs (as applicable)
Supervise, train and mentor staff; listen and communicate effectively
Work to develop responsible, trained staff by conducting performance feedback and evaluations
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Additional responsibilities as assigned
Minimum Qualifications
Bachelor's degree required
8 years experience in public accounting or related field
5 years supervisory
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on business needs
#LI-DE1 #LI-Hybrid
About Us
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Notice to Candidates Requiring Sponsorship
At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits
The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation
If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling ************ (toll free) or send an email to **************.
Equal Opportunity Employer
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
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$140k-210k yearly 3d ago
Senior Director, Global Deployment & Logistics (Remote)
3Ds 3.8
New York, NY jobs
Medidata follows a hybrid office policy in which employees who are hired for an in-person position are expected to work on site a certain number of days per week in accordance with Company policy. About our Company: Medidata is powering smarter treatments and healthier people through digital solutions to support clinical trials. Celebrating 25 years of ground-breaking technological innovation across more than 36,000 trials and 11 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry. More than 1 million users trust Medidata's seamless, end-to-end platform to improve patient experiences, accelerate clinical breakthroughs, and bring therapies to market faster. Discover more at **************** .
About the Team:
The Director, Global Deployment & Logistics will lead and drive the strategy for the logistical execution and operational support of our clinical trial solutions globally. This pivotal role ensures the seamless procurement, provisioning, deployment, and support of hardware (devices, wearables, sensors, etc.) required for clinical trials utilizing our software (e.g., eCOA, eConsent). Additionally this role will provide strategic and operational leadership for the management, security, and lifecycle of all provisioned devices utilized by patients and sites in global clinical research trials.
This position requires a strong blend of supply chain and mobile device management expertise, vendor oversight, financial acumen, and experience in a regulated clinical or pharmaceutical environment.)
Responsibilities:
1. Strategic Logistics & Supply Chain Management
Develop, implement, and maintain the global logistics and supply chain strategy for hardware used in clinical trials, ensuring alignment with project timelines and company financial goals.
Oversee the entire device lifecycle, including procurement, inventory management, provisioning, global distribution, returns, and destruction.
Design and execute supply plans that align with clinical trial timelines and requirements.
Drive innovation and process improvements using technology and analytics to optimize forecasting, inventory levels, and responsiveness to trial demands.
2. MDM Strategy and Operations
Lead the vision, strategy, and execution of the Mobile Device Management (MDM) program across all Patient Experience solutions.
Oversee MDM policies and procedures for security, configuration, remote wipe, app distribution, and device tracking in compliance with GxP and data privacy regulations (e.g., GDPR, HIPAA).
Work closely with the Product team to help coordinate device requirements (tablets, phones, wearables, sensors, data plans, etc.) for product release cycles.
3. Vendor and Stakeholder Oversight
Manage relationships with external vendors, suppliers, couriers, and customs brokers involved in device provisioning, shipping, and help desk support.
Negotiate contracts, monitor key performance indicators (KPIs), and manage vendor performance to ensure quality, reliability, cost-effectiveness, and geographic coverage.
Collaborate cross-functionally with Clinical Operations, Project Management, Product, Finance, and Sales teams to ensure smooth order fulfillment, resource alignment, and budget adherence.
Act as the primary escalation point for all deployment and provisioning issues, troubleshooting complex problems to minimize trial disruption.
4. Operational Excellence and Compliance
Ensure that all logistics and device management activities are in strict compliance with international trade regulations, GxP (GCP, GDP, GMP), ICH guidelines, and regulatory requirements for clinical supplies.
Develop and update Standard Operating Procedures (SOPs), Work Instructions (WIs), and training materials to scale activities for implementation and enablement engagements.
Identify opportunities for cost reduction and increased profit margins.
Qualifications:
Minimum of 8+ years of experience in supply chain management, clinical logistics, or clinical supply services and mobile device management, with at least 4-6 years in a managerial or supervisory capacity.
Minimum of 5+ years of experience managing vendors.
Bachelor's degree in Supply Chain Management, Business Administration, Engineering, or a related field; advanced degree or relevant certification (e.g., APICS, CPIM, CSCP) preferred.
Expert knowledge of logistics and mobile device management within the clinical trial, biotech, or medical device industry,
Proven advanced expertise with order processing systems, inventory management software and MDM solutions.
Demonstrated knowledge of import/export documentation and global trade compliance requirements.
Exceptional leadership, team development, and cross-functional collaboration skills.
Strong analytical skills with the ability to interpret data, track KPIs, and drive continuous improvement.
Excellent written and verbal communication, with a proven ability to interact with senior leadership, sales teams and external clients.
Demonstrated ability to manage multiple complex projects simultaneously in a fast-paced, high-stakes environment.
As with all roles, Medidata sets ranges based on a number of factors including function, level, candidate expertise and experience, and geographic location.
The salary range for positions that will be physically based in the NYC Metro Area is $184,500.00 to 248,00.00
The salary range for positions that will be physically based in the California Bay Area is $194,250.00 to 216,000.00
The salary range for positions that will be physically based in the Boston Metro Area is $181,500.00 to 242,000.00
The salary range for positions that will be physically based in Texas or Ohio is $162,000.00 to 216,000.00
The salary range for positions that will be physically based in all other locations within the United States is $165,000.00 to 220,000.00
Base pay is one part of the Total Rewards that Medidata provides to compensate and recognize employees for their work. Most sales positions are eligible for a commission on the terms of applicable plan documents, and many of Medidata's non-sales positions are eligible for annual bonuses. Medidata believes that benefits should connect you to the support you need when it matters most and provides best-in-class benefits, including medical, dental, life and disability insurance; 401(k) matching; flexible paid time off; and 10 paid holidays per year.
Equal Employment Opportunity:
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Medidata are based on merit, qualifications and abilities. Medidata is committed to a policy of non-discrimination and equal opportunity for all employees and qualified applicants without regard to race, color, religion, gender, sex (including pregnancy, childbirth or medical or common conditions related to pregnancy or childbirth), sexual orientation, gender identity, gender expression, marital status, familial status, national origin, ancestry, age, disability, veteran status, military service, application for military service, genetic information, receipt of free medical care, or any other characteristic protected under applicable law. Medidata will make reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law.
Applications will be accepted on an ongoing basis until the position is filled.
#LI-TC1
#LI-Remote
Inclusion statement
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at 3DS are based on merit, qualifications and abilities. 3DS is committed to a policy of non-discrimination and equal opportunity for all employees and qualified applicants without regard to race, color, religion, gender, sex (including pregnancy, childbirth or medical or common conditions related to pregnancy or childbirth), sexual orientation, gender identity, gender expression, marital status, familial status, national origin, ancestry, age (40 and above), disability, veteran status, military service, application for military service, genetic information, receipt of free medical care, or any other characteristic protected under applicable law. 3DS will make reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state laws and local ordinances. We are committed to fair employment practices and will evaluate all candidates based on their qualifications, regardless of past arrest or conviction history.
Salary Pay Transparency
Compensation for the role will be commensurate with experience. The total expected compensation range will be between $165000 and $220000, representing the base salary (or annualized salary based on estimated hourly compensation) and target bonus.
$194.3k-216k yearly 7d ago
Oracle Services - Order-to-Revenue and ERP TMT -Senior Manager
Ernst & Young Oman 4.7
Boston, MA jobs
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY's Oracle Services practice is a national consulting practice that assists in planning, pursuing, delivering and managing large, complex full lifecycle initiatives. We also provide our clients with experience in leading practices, methods and resources using Oracle and Zuora applications and technology. The Oracle Services practice advises clients to understand, architect and implement the business processes and cloud technologies required to optimize their business.
Join our dynamic team as a Senior Manager in Oracle Services focusing on the Technology, Media, and Telecommunications sectors. Your role will be instrumental in leading client engagements and pursuits. We assist clients in solving complex business challenges by leveraging technology to enable automations in the Quote-to-Revenue processes. Your role will be pivotal in driving program delivery while providing high quality and business value to our clients.
Your key responsibilities
As a Senior Manager, you will manage teams and deliver high-quality processes, solutions, or projects. Your responsibilities will include continuous process improvement, innovation, and leveraging leading practices. You will oversee professional employees and lead teams to achieve complex business systems initiatives. Expect to maintain billable utilization across client engagements, manage projects, lead pursuits and engage with external clients daily. Travel may be required based on client needs.
On your typical engagement, you will work with the key stakeholders to understand their needs and advise on solutions. You will engage with client resources working across finance, IT, customer operations and other enterprise functions. You will serve as a project manager collaborating with EY team members through requirement gathering, solutions architecture, design, testing, deploying and supporting SaaS solutions using Oracle and Zuora solutions.
Lead systems implementation as a project manager
Manage stakeholder expectations and facilitate alignment across business and technical teams
Align with clients on scope and deliverables
Work with pursuit teams to develop client proposals
Assist project teams with developing solution architecture to meet complex client requirements
Mentor and coach manager, senior, and staff level consultants
Skills and attributes for success
To thrive in this role, you'll need a strong foundation in managing projects and understanding complex solution architecture with an emphasis on Quote-to-Revenue processes. Your ability to engage in research and apply best practices will be key to driving innovation.
Ability to work and collaborate effectively with both internal and external team members as a leader and an individual contributor
Strong communication and listening skills
Self-starter with a willingness and desire to continue to learn and grow both personally and professionally
Drive transformation throughout the project lifecycle and agreed upon phases of the implementation project
Demonstrates the ability to lead and execute SaaS implementations
Interact and communicate effectively with finance and technology senior and middle management executives as well as end user and business subject matter experts.
Develop long-term relationships and networks both internally and externally
Demonstrate strong decision-making skills in developing solutions for complex problems
Modify policies and establish procedures within the scope of work
Exercise sound judgment in selecting methods and delivering projects
Possess an understanding of system development lifecycle and technology business architecture frameworks
Ability to adapt quickly to evolving technology landscape and shifting client priorities
To qualify for the role, you must have
A Bachelor's degree
8 plus years of relevant experience
At least 3 years of project management experience in a system implementor role
At least 3 years of solution architecture experience with SaaS solutions in the Quote-to-Revenue process area
Experience leading cross-functional teams and workstreams
Experience working on complex multiplatform implementations. Must have experience working with solutions that include experience with two or more of the following: Oracle Fusion ERP, Oracle EBS, Oracle PeopleSoft, NetSuite, Zuora Billing and Revenue
5 or more Full Life Cycle Implementations involving Quote-to-Revenue processes
2 plus Full Life Cycle complete ERP package implementation including order-to-cash, record-to-report, and procure-to-pay processes
Familiarity with both Waterfall and Agile project management methodologies
Experience with full lifecycle sales processes, creating sales pursuit strategies and responding to client RFPs
Strong written and verbal communication, presentation, client service and technical writing skills
Willingness to travel based on client need
Prior Consulting Experience
Ideally, you'll also have
MBA, MS in Information Systems, MS in Computer Science or master's degree in a related field preferred
Vendor certifications in Oracle Cloud Applications, NetSuite, or Zuora
Experience working in the Technology, Media, and Telecommunications sectors
Exposure to CRM and CPQ systems and processes and integrating with downstream Billing and Revenue Accounting processes
Experience supporting systems work to support mergers, acquisitions, or divestitures
Experience working with clients to create Statements of Work (SOW)
What we look for
We are seeking top performers who demonstrate a blend of analytical prowess and creative thinking. Ideal candidates will possess a passion for technology and innovation, with a proven track record as a strategic thinker who delivers exceptional results. Your ability to communicate effectively, manage relationships, and lead with agility will set you apart. We are looking for leaders who are ready to shape the future.
What we offer you
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $171,600 to $392,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $205,900 to $445,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
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$134k-183k yearly est. 4d ago
ProFound Therapeutics, Inc. | Boston, MA ProFound Therapeutics: Senior Director, IP Counsel
Flagship Pioneering 3.6
Boston, MA jobs
ProFound Therapeutics: Senior Director, IP Counsel
Boston, MA USA
ProFound Therapeutics is discovering proteins hidden within the expanded human proteome to uncover novel drugs and drug targets, producing first‑in‑class medicines for a multitude of diseases. The company's ProFoundry™ Platform uses state‑of‑the‑art protein detection technologies to systematically identify and validate proteins and dissect their therapeutic potential. The result is an ever‑expanding database of tens of thousands of novel proteins, including their connectivity, functionality, and roles in health and disease. ProFound Therapeutics was founded in 2020 by Flagship Pioneering. For more information, please visit *******************
Position Summary:
ProFound Therapeutics is seeking a Head of Immunology to oversee and manage all work aimed at creating a pipeline of innovative assets based on proteins or peptides originating from the dark proteome. The head of Immunology will report to the Chief Scientific Officer. The ideal candidate will thrive in a collaborative fast‑paced environment and will provide the hands‑on work necessary to design and create our innovative pipeline of clinical assets.
Key Responsibilities:
Lead and oversee ProFound's immunology research and early development project portfolio.
Develop, implement and apply innovative immunological assays and techniques.
Design screening and assay strategies to characterize novel proteins and peptides in the immunology space.
Collaborate with cross‑functional teams including biologists, protein engineers, and clinicians, including CROs.
Create and present research strategies and portfolio developments to internal and external stakeholders.
Stay updated with the latest clinical and pre‑clinical advancements in immunology and related fields.
Qualifications:
Ph.D. in Immunology/biology or a related field.
Minimum of 8‑10 years of experience in immunology research.
Ability to work collaboratively in a multidisciplinary environment.
Strong statistical analysis and bioinformatics/genetics skills.
Strong analytical and problem‑solving skills.
Excellent project management and organizational skills.
Excellent communication and leadership abilities.
Values and Behaviors
We are seeking individuals with an entrepreneurial spirit, strong communication skills, and comfort working in and contributing to a dynamic and cross‑functional team environment. The level of the role will be commensurate with the education and years of experience of the identified candidate.
At Flagship, we recognize there is no perfect candidate. If you have some of the experience listed above but not all, please apply anyway. Experience comes in many forms, skills are transferable, and passion goes a long way. We are dedicated to building diverse and inclusive teams and look forward to learning more about your unique background.
About Flagship
Flagship Pioneering is a biotechnology company that invents and builds platform companies, each with the potential for multiple products that transform human health or sustainability. Since its launch in 2000, Flagship has originated and fostered more than 100 scientific ventures, resulting in more than $90 billion in aggregate value. Learn more about Flagship at ***************************
Flagship Pioneering is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
The salary range for this role is $275,000 - $350,000. Compensation for the role will depend on a number of factors, including a candidate's qualifications, skills, competencies, and experience. ProFound Therapeutics, Inc. currently offers healthcare coverage, annual incentive program, retirement benefits and a broad range of other benefits. Compensation and benefits information is based on ProFound Therapeutics, Inc.'s good faith estimate as of the date of publication and may be modified in the future.
#J-18808-Ljbffr
$275k-350k yearly 2d ago
Director of Operations - IT Managed Services & AI
Alliantgroup, LP 4.5
Houston, TX jobs
As the Director of Operations - IT, Managed Services & AI, you will serve as the operational command center for our IT Services Division, ensuring that projects, deliverables, and initiatives are executed on time, on budget, and in alignment with business priorities as set forth by the CEO, CFO, CTO and Executive VP. This leader will own IT EXECUTION DISCIPLINE, enforcing internal and external deadlines, tracking progress across cross-functional team, and maintaining operational excellence across all Digital/AI programs.
As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive. alliant offers six different service lines to our clients and this role acquires new clients for all service lines.
Responsibilities:
Operational Leadership & Execution
Oversee daily operations of the IT department, ensuring alignment with organizational goals and deadlines
Enforce adherence to project timelines, deliverables, and milestones across infrastructure, software development, and digital transformation initiatives
Implement operational frameworks for tracking, reporting, and escalation of at-risk projects or delayed deliverables
Governance & Accountability
Develop and maintain standard operating procedures (SOPs), service-level agreements (SLAs), and performance dashboards
Hold internal teams and external vendors accountable for delivery timelines and quality standards
Lead the cadence of weekly operations reviews
Team Management & Culture
Foster a culture of discipline, ownership, and transparency across all IT initiatives
Partner closely with the CEO, CFO, CTO and Executive VP to forecast staffing, budgets, and operational resources
Process Optimization & Continuous Improvement
Analyze workflows, identify inefficiencies, and drive automation or AI-enabled solutions to improve operational speed and accuracy
Lead KPI tracking and continuous improvement programs across IT service delivery and support
Integrate tools to standardize execution and visibility
Qualifications:
Bachelor's degree in Information Systems, Business Administration, or related field; MBA or PMP certification preferred
Preferred 10+ years of IT operations or technology program management experience
Preferred 5+ years in a leadership or director-level role overseeing cross-functional IT teams
Proven success in enforcing deadlines, managing complex technical programs, and delivering measurable outcomes
Strong understanding of IT infrastructure, software development lifecycles, and managed services
Exceptional organizational, communication, and leadership skills
Data-driven decision-maker with experience in operational metrics and dashboards
High sense of urgency with the ability to adapt quickly to changing priorities
Receptiveness to performance feedback within a team environment is essential
alliant offers a comprehensive compensation and benefits package including 100% employer paid medical/dental premiums for single coverage, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group fitness classes, paid covered parking, daily allowance for onsite café and Starbucks, and more! Leadership development and executive training opportunities. Opportunity to scale IT operations for one of the fastest-growing professional services firms in the U.S.
Do Work That Matters. alliant
$211k-292k yearly est. 8d ago
Senior Director - Catastrophe Management Analytics
Aon Corporation 4.7
Atlanta, GA jobs
Aon is looking for a Senior Director - Catastrophe Modeling - Boston, NYC, Bloomington, Atlanta, Dallas or Chicago Your Impact As A Senior Director of Catastrophe Risk Management As part of the Catastrophe Management team, you will play an integral role delivering analytics solutions and risk management consulting for Aon Reinsurance Solutions clients. Managing Directors are expected to provide leadership across multiple accounts and analytics initiatives, as well as build trusted advisory relationships with clients to deliver the best of Aon. Primary Accountabilities Responsible for client and broker relationship management and delivery of reinsurance analytics across multiple accounts Main analytics point of contact and core member of the client team alongside brokers Centralizes responsibility of analytics solutions for clients across all analytics disciplines, with a primary focus on catastrophe solutions Deep client expertise - listens and learns about client's specific problems and engineers custom solutions Brings in leaders across the firm to deliver all that Aon has to offer Project leader responsible for mentoring and training other analysts working on the account; responsible for providing feedback to direct manager Evaluates resource needs on your accounts and communicates needs to leadership team Responsible for implementation of new efficiencies, technologies, and products Leader across segment groups or subject matter expert disciplines Qualifications Approximately 10+ years direct industry experience in catastrophe modeling, data cleanup and validation analysis. Working knowledge of Excel required. Working knowledge of SQL, R, or other database statistical software preferred. Strong organizational skills including the ability to manage multiple assignments, work well with minimal supervision and meet project deadlines. Effective interpersonal and written/verbal communication skills; strong team player and ability to work across organizational boundaries Education Related BA/BS degree, with strong mathematical, probability and/or statistical foundation Industry certifications a plus (ARe, CPCU, CCRMP, CCRA) How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com (mailto:ReasonableAccommodations@Aon.com) or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Pay transparency laws: The salary range for this position (intended for U.S. applicants) is $152,000 to $223,000 USD annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. A summary of all the benefits offered for this position: Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this job at any time. #li-kd1 2567791
Aon is looking for a Senior Director - Catastrophe Modeling - Boston, NYC, Bloomington, Atlanta, Dallas or Chicago Your Impact As A Senior Director of Catastrophe Risk Management As part of the Catastrophe Management team, you will play an integral role delivering analytics solutions and risk management consulting for Aon Reinsurance Solutions clients. Managing Directors are expected to provide leadership across multiple accounts and analytics initiatives, as well as build trusted advisory relationships with clients to deliver the best of Aon. Primary Accountabilities Responsible for client and broker relationship management and delivery of reinsurance analytics across multiple accounts Main analytics point of contact and core member of the client team alongside brokers Centralizes responsibility of analytics solutions for clients across all analytics disciplines, with a primary focus on catastrophe solutions Deep client expertise - listens and learns about client's specific problems and engineers custom solutions Brings in leaders across the firm to deliver all that Aon has to offer Project leader responsible for mentoring and training other analysts working on the account; responsible for providing feedback to direct manager Evaluates resource needs on your accounts and communicates needs to leadership team Responsible for implementation of new efficiencies, technologies, and products Leader across segment groups or subject matter expert disciplines Qualifications Approximately 10+ years direct industry experience in catastrophe modeling, data cleanup and validation analysis. Working knowledge of Excel required. Working knowledge of SQL, R, or other database statistical software preferred. Strong organizational skills including the ability to manage multiple assignments, work well with minimal supervision and meet project deadlines. Effective interpersonal and written/verbal communication skills; strong team player and ability to work across organizational boundaries Education Related BA/BS degree, with strong mathematical, probability and/or statistical foundation Industry certifications a plus (ARe, CPCU, CCRMP, CCRA) How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com (mailto:ReasonableAccommodations@Aon.com) or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Pay transparency laws: The salary range for this position (intended for U.S. applicants) is $152,000 to $223,000 USD annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. A summary of all the benefits offered for this position: Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. #li-kd1
$152k-223k yearly 8d ago
Senior Manager, Accounting and Financial Advisory Services
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Baker Tilly is currently searching for a Senior Manager to join our CFO Accounting Advisory practice.
As a Senior Manager in CFO Accounting Advisory, you will provide strong leadership, communication, project management, and team building skills to your teams to solve a particular business problem or improve a particular process, generally related to the finance or accounting functions of the client's organization. You will collaborate with managers and partners within the group as you review work product and participate actively in client meetings and planning efforts. You will work with Financial Advisory Partners and others, as well as independently, to identify and pursue business development initiatives and to win specific engagement opportunities through scoping and budgeting engagement needs.
Responsibilities:
* Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
* Be accessible and anticipate client needs, questions, and issues
* Schedule internal and external deadlines to meet client expectations for delivery
* Interact at the highest levels of client organizations
* Resourceful at gaining exposure to client activities offering potential for application of firm services
* Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
* Establish record of gaining client use of wide range of firm services
* Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk
* Handle heavy load, including complex/demanding clients
* Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
* Understand firm's strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
* Create opportunities to gain new clients
* Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
* Regularly look for opportunities, recommendations, and additional firm services that could benefit client
* Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
* Lead by example to positively impact employee morale
* Contribute to firm's efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
* Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities
Qualifications
* Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines
* Five (5)+ years' of supervisory experience, mentoring and counseling associates
* Relevant bachelor's degree in accounting, finance or related
* Certified public accountant (CPA)
* High motivation, initiative and positive attitude
* Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
* Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
* Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
* Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives
* Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
* Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings, board meetings, and investor presentations
* The compensation range for this role is $179,850 - $340,970. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$109k-141k yearly est. 8d ago
Senior Enterprise Director
Alliantgroup LP 4.5
Houston, TX jobs
As an Enterprise Director, you will lead the acquisition and expansion of high-value enterprise accounts. You will own the full sales lifecycle - from prospecting and relationship-building to closing multi-year, multi-million-dollar deals. The ideal candidate is a sales leader who thrives in complex, consultative sales environments and has a track record of exceeding targets in enterprise B2B sales.
As a national premier consulting firm, alliant has proudly served over 30,000 clients over the past 24 years. In the last five years, alliant has expanded our capabilities to focus on one core mission: helping companies accelerate growth. We specialize in rethinking how work gets done by driving efficiency through the smart integration of AI, people, processes, and technology to deliver results through a blend of AI solutions, expert consulting, and managed services.
Responsibilities
Own and Drive Enterprise Sales: Identify, pursue, and close strategic new business opportunities for Alliant's Managed Services, Consulting and AI Practices
Sales Strategy: Develop and execute specific sales strategies aligned with company growth objectives.
Relationship Management: Cultivate relationships with C-level and VP-level stakeholders across target organizations.
Deal Management: Lead all aspects of complex sales cycles including prospecting, discovery, solution development, proposal, pricing, negotiation, and closing.
Forecasting & Reporting: Accurately forecast revenue and report on pipeline progress, deal health, and strategic risks.
Cross-functional Collaboration: Work closely with other Alliant sales teams, marketing, solution design, finance, legal, implementation and delivery teams
Mentorship: Support and mentor enterprise sales team members and contribute to a high-performance sales culture.
Lead the end-to-end sales process for strategic new business opportunities. Drive revenue growth through disciplined execution and business-outcomes orientation with managed services models, consulting, and AI-driven solutions
Develop and implement targeted sales strategies aligned with company growth goals. Identify high-potential accounts and define engagement plans to win and expand
Build and maintain strong relationships with C-level and VP-level stakeholders across enterprise accounts. Position alliant as a trusted partner and thought leader
Contribute to brand presence through industry events, executive briefings, and client workshops. Leverage network and market intelligence to open doors with new logos
Own the full sales lifecycle - from prospecting and discovery to solution design, proposal development, pricing, negotiation, and contract close. Structure multi-year contracts and performance-based pricing models linked to client business outcomes for managed services, consulting, and innovative AI solutions
Deliver accurate forecasts and maintain full visibility into deal progress, pipeline health, and strategic risks. Maintain and leverage CRM tools accurately in a timely manner to drive accountability
Collaborate closely with marketing, solution design, finance, legal, delivery, and implantation teams to ensure seamless deal execution and client onboarding, ensuring high client retention and revenue realization
Support and mentor enterprise sales team members and contribute to a high-performance sales culture
Qualifications
Bachelor's degree in business, Marketing, or related field; MBA is a plus
7+ years of experience in enterprise B2B sales, with a t least 3 years in closing or director-level role
Strong understanding of delivery models for managed services and innovative AI solution full lifecycle, and ability to link to client business objectives
Proven success in developing and closing complex, multi-stakeholder, multi-year deals
Exceptional executive presence and ability to engage C-level and board-level stakeholders
Comfortable negotiating complete financial terms
Ability to map and navigate matrixed client stakeholders to land and expand within Fortune 1000 and mid-market accounts
Demonstrated success in building and growing enterprise accounts, in addition to hunting new
Strong knowledge of CRM tools (Salesforce, Hubspot) and sales enablement platforms
Expertise in consultative sales methodologies such as Challenger, SPIN, MEDDIC, or Miller Heiman
Excellent written, verbal, and presentation skills in a variety of consultative settings, including demonstrated experience with C-level executives or business owners
High sense of urgency with the ability to meet deadlines and changing priorities
Receptiveness to performance feedback within a team environment is essential
Available to travel as needed to meet with clients
Candidate must reside or relocate to Houston, TX
alliant offers a comprehensive compensation and benefits package including 100% employer paid medical/dental premiums for single coverage, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group fitness classes, paid covered parking, daily allowance for onsite café and Starbucks, and more!
Do Work That Matters. alliant
$201k-279k yearly est. 8d ago
Corporate Transactions Group - FDD - Senior Director
Alvarez & Marsal 4.8
Boston, MA jobs
About A&M
Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.
With over 10,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.
Corporate Transactions Group (\CTG\)
CTG, a subsidiary of A&M, brings a structured and disciplined approach to create and capture value throughout the M&A deal cycle. We provide corporate clients with deep leadership and expertise to bring an end-to-end solution for corporate clients as they enter into potential buys-side acquisitions, sell-side divestitures and carve-outs, and strategic partnerships.
Our professionals help businesses develop and execute their strategies to create value for the organization and its shareholders leveraging A&M's functional expertise and industry experience. We provide a range of services to our clients, including commercial due diligence, market entry assessment, financial and operational due diligence, tax diligence and structuring assistance, business modeling and synergy assessment, integration & separation planning, and support executing the plan and delivering enterprise value for our client's shareholders.
Our CTG practice is growing rapidly which means there is a unique opportunity to be creative and entrepreneurial to help shape the foundation of our future. We are currently seeking dynamic and experienced professionals to join our team, focusing on the operational and execution aspects of the M&A life cycle (from early-stage diligence through to post-close implementation). In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. The position offers significant opportunities for career development and advancement in a fast-growing practice that is helping lead many market shaping deals.
Responsibilities will include:
People:
Counsel and mentor all levels of employees.
Handle personnel matters with employees effectively, including but not limited to difficult career counseling situations.
Proactively recruit individuals of all levels for CTG
Engage in training initiatives (developing and teaching appropriate courses) to develop CTG employees.
Serve as a mentor for employees of CTG from staff through Director.
Risk management:
Understand and abide by risk management guidelines and engagement review memo procedures.
Appropriately manage engagement risk and potential client or engagement issues (including conflicts, etc.).
Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
Gather applicable conflict check information and coordinates with Managing Directors to set up engagement codes and other engagement requirements.
Project management (including financial due diligence):
Manage and prioritize engagements and responsibilities appropriately.
Manage multiple simultaneous chargeable and non-chargeable projects of varying size and complexity.
Help engagement executives in maximizing the value the client is receiving from A&M (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of T&Es billed by all team members).
Lead the financial due diligence work on all projects, which will include the quality of earnings, working capital analyses, debt and debt-like items analyses, general financial statement analysis and other operational and financial analytics.
Effectively lead the team in conversations with clients, management teams and other stakeholders (e.g., boards, lenders, etc.).
Identify potential transaction risks and implement strategies to address such risks.
Act as a subject matter expert in technical accounting subjects relevant to CTG.
Coordinate with all other A&M service groups and functional areas during an engagement.
Generate a comprehensive / cohesive due diligence report and integrate findings from other practice areas (e.g., corporate performance improvement, etc.) as necessary into such report.
Clients, markets and services:
Proactively manages client relationships and ensure all client needs are met.
Effectively manage day-to-day client interactions and handle all client relationship matters with limited Managing Director involvement.
Assist Managing Directors in sales and business development efforts.
Contribute to sales pursuits by building relationships in the market (geographic and specific industries as necessary) generating new client business and/or adding business from current clients.
Participate or attend relevant industry conferences and utilize such to develop new client relationships or deepen current client relationships.
Display a core understanding of all CTG services and strive to cross-sell CTG and other A&M services, as opportunities arise.
Pursue / strengthen a specific industry or sector expertise (in conjunction with CTG discussions). Build relationships in relevant sectors and drive new business opportunities in CTG and across A&M.
Qualifications:
A minimum of 10 years of financial accounting due diligence experience at a top accounting firm
Bachelor's or master's degree in accounting and/or related major
Certified Public Accountant (CPA) or the equivalent of a CPA
Working knowledge of US GAAP, SEC reporting, and purchase accounting
High proficiency in Excel, Word, PowerPoint and database skills
Excellent interpersonal and communication skills (written and verbal) including the ability to articulate to senior members of target management, client representatives and colleagues.
Strong project management skills
Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
Ability to travel for project needs and A&M specific needs and opportunities (e.g., training, internal meetings, etc.).
Ability to thrive and be effective in fast-paced settings.
Who will you be working with?
We are not a typical consulting firm. CTG is a team of problem solvers with extensive consulting and industry experience who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward, and inclusive diversity while delivering a tailored and scalable approach to working with our corporate clients.
Our team is a set of are hands-on, entrepreneurial, open minded, high achieving, and collaborative individuals who go the extra mile and deliver gold standard work for their teammates and clients. We are often leaders amongst our peers with the confidence to approach internal and external problems head-on and the grit to execute highly complex, value add initiatives in intense situations.
We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure.
How will you grow and be supported?
As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities.
The base salary is $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k)-retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
#LI-BD1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$225k yearly 8d ago
Corporate Transactions Group - FDD - Senior Director
Alvarez & Marsal 4.8
Atlanta, GA jobs
About A&M
Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.
With over 10,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.
Corporate Transactions Group (\CTG\)
CTG, a subsidiary of A&M, brings a structured and disciplined approach to create and capture value throughout the M&A deal cycle. We provide corporate clients with deep leadership and expertise to bring an end-to-end solution for corporate clients as they enter into potential buys-side acquisitions, sell-side divestitures and carve-outs, and strategic partnerships.
Our professionals help businesses develop and execute their strategies to create value for the organization and its shareholders leveraging A&M's functional expertise and industry experience. We provide a range of services to our clients, including commercial due diligence, market entry assessment, financial and operational due diligence, tax diligence and structuring assistance, business modeling and synergy assessment, integration & separation planning, and support executing the plan and delivering enterprise value for our client's shareholders.
Our CTG practice is growing rapidly which means there is a unique opportunity to be creative and entrepreneurial to help shape the foundation of our future. We are currently seeking dynamic and experienced professionals to join our team, focusing on the operational and execution aspects of the M&A life cycle (from early-stage diligence through to post-close implementation). In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. The position offers significant opportunities for career development and advancement in a fast-growing practice that is helping lead many market shaping deals.
Responsibilities will include:
People:
Counsel and mentor all levels of employees.
Handle personnel matters with employees effectively, including but not limited to difficult career counseling situations.
Proactively recruit individuals of all levels for CTG
Engage in training initiatives (developing and teaching appropriate courses) to develop CTG employees.
Serve as a mentor for employees of CTG from staff through Director.
Risk management:
Understand and abide by risk management guidelines and engagement review memo procedures.
Appropriately manage engagement risk and potential client or engagement issues (including conflicts, etc.).
Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
Gather applicable conflict check information and coordinates with Managing Directors to set up engagement codes and other engagement requirements.
Project management (including financial due diligence):
Manage and prioritize engagements and responsibilities appropriately.
Manage multiple simultaneous chargeable and non-chargeable projects of varying size and complexity.
Help engagement executives in maximizing the value the client is receiving from A&M (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of T&Es billed by all team members).
Lead the financial due diligence work on all projects, which will include the quality of earnings, working capital analyses, debt and debt-like items analyses, general financial statement analysis and other operational and financial analytics.
Effectively lead the team in conversations with clients, management teams and other stakeholders (e.g., boards, lenders, etc.).
Identify potential transaction risks and implement strategies to address such risks.
Act as a subject matter expert in technical accounting subjects relevant to CTG.
Coordinate with all other A&M service groups and functional areas during an engagement.
Generate a comprehensive / cohesive due diligence report and integrate findings from other practice areas (e.g., corporate performance improvement, etc.) as necessary into such report.
Clients, markets and services:
Proactively manages client relationships and ensure all client needs are met.
Effectively manage day-to-day client interactions and handle all client relationship matters with limited Managing Director involvement.
Assist Managing Directors in sales and business development efforts.
Contribute to sales pursuits by building relationships in the market (geographic and specific industries as necessary) generating new client business and/or adding business from current clients.
Participate or attend relevant industry conferences and utilize such to develop new client relationships or deepen current client relationships.
Display a core understanding of all CTG services and strive to cross-sell CTG and other A&M services, as opportunities arise.
Pursue / strengthen a specific industry or sector expertise (in conjunction with CTG discussions). Build relationships in relevant sectors and drive new business opportunities in CTG and across A&M.
Qualifications:
A minimum of 10 years of financial accounting due diligence experience at a top accounting firm
Bachelor's or master's degree in accounting and/or related major
Certified Public Accountant (CPA) or the equivalent of a CPA
Working knowledge of US GAAP, SEC reporting, and purchase accounting
High proficiency in Excel, Word, PowerPoint and database skills
Excellent interpersonal and communication skills (written and verbal) including the ability to articulate to senior members of target management, client representatives and colleagues.
Strong project management skills
Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
Ability to travel for project needs and A&M specific needs and opportunities (e.g., training, internal meetings, etc.).
Ability to thrive and be effective in fast-paced settings.
Who will you be working with?
We are not a typical consulting firm. CTG is a team of problem solvers with extensive consulting and industry experience who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward, and inclusive diversity while delivering a tailored and scalable approach to working with our corporate clients.
Our team is a set of are hands-on, entrepreneurial, open minded, high achieving, and collaborative individuals who go the extra mile and deliver gold standard work for their teammates and clients. We are often leaders amongst our peers with the confidence to approach internal and external problems head-on and the grit to execute highly complex, value add initiatives in intense situations.
We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure.
How will you grow and be supported?
As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities.
The base salary is $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k)-retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
#LI-BD1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$225k yearly 8d ago
Corporate Transactions Group - FDD - Senior Director
Alvarez & Marsal 4.8
Houston, TX jobs
About A&M
Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.
With over 10,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.
Corporate Transactions Group (\CTG\)
CTG, a subsidiary of A&M, brings a structured and disciplined approach to create and capture value throughout the M&A deal cycle. We provide corporate clients with deep leadership and expertise to bring an end-to-end solution for corporate clients as they enter into potential buys-side acquisitions, sell-side divestitures and carve-outs, and strategic partnerships.
Our professionals help businesses develop and execute their strategies to create value for the organization and its shareholders leveraging A&M's functional expertise and industry experience. We provide a range of services to our clients, including commercial due diligence, market entry assessment, financial and operational due diligence, tax diligence and structuring assistance, business modeling and synergy assessment, integration & separation planning, and support executing the plan and delivering enterprise value for our client's shareholders.
Our CTG practice is growing rapidly which means there is a unique opportunity to be creative and entrepreneurial to help shape the foundation of our future. We are currently seeking dynamic and experienced professionals to join our team, focusing on the operational and execution aspects of the M&A life cycle (from early-stage diligence through to post-close implementation). In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. The position offers significant opportunities for career development and advancement in a fast-growing practice that is helping lead many market shaping deals.
Responsibilities will include:
People:
Counsel and mentor all levels of employees.
Handle personnel matters with employees effectively, including but not limited to difficult career counseling situations.
Proactively recruit individuals of all levels for CTG
Engage in training initiatives (developing and teaching appropriate courses) to develop CTG employees.
Serve as a mentor for employees of CTG from staff through Director.
Risk management:
Understand and abide by risk management guidelines and engagement review memo procedures.
Appropriately manage engagement risk and potential client or engagement issues (including conflicts, etc.).
Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
Gather applicable conflict check information and coordinates with Managing Directors to set up engagement codes and other engagement requirements.
Project management (including financial due diligence):
Manage and prioritize engagements and responsibilities appropriately.
Manage multiple simultaneous chargeable and non-chargeable projects of varying size and complexity.
Help engagement executives in maximizing the value the client is receiving from A&M (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of T&Es billed by all team members).
Lead the financial due diligence work on all projects, which will include the quality of earnings, working capital analyses, debt and debt-like items analyses, general financial statement analysis and other operational and financial analytics.
Effectively lead the team in conversations with clients, management teams and other stakeholders (e.g., boards, lenders, etc.).
Identify potential transaction risks and implement strategies to address such risks.
Act as a subject matter expert in technical accounting subjects relevant to CTG.
Coordinate with all other A&M service groups and functional areas during an engagement.
Generate a comprehensive / cohesive due diligence report and integrate findings from other practice areas (e.g., corporate performance improvement, etc.) as necessary into such report.
Clients, markets and services:
Proactively manages client relationships and ensure all client needs are met.
Effectively manage day-to-day client interactions and handle all client relationship matters with limited Managing Director involvement.
Assist Managing Directors in sales and business development efforts.
Contribute to sales pursuits by building relationships in the market (geographic and specific industries as necessary) generating new client business and/or adding business from current clients.
Participate or attend relevant industry conferences and utilize such to develop new client relationships or deepen current client relationships.
Display a core understanding of all CTG services and strive to cross-sell CTG and other A&M services, as opportunities arise.
Pursue / strengthen a specific industry or sector expertise (in conjunction with CTG discussions). Build relationships in relevant sectors and drive new business opportunities in CTG and across A&M.
Qualifications:
A minimum of 10 years of financial accounting due diligence experience at a top accounting firm
Bachelor's or master's degree in accounting and/or related major
Certified Public Accountant (CPA) or the equivalent of a CPA
Working knowledge of US GAAP, SEC reporting, and purchase accounting
High proficiency in Excel, Word, PowerPoint and database skills
Excellent interpersonal and communication skills (written and verbal) including the ability to articulate to senior members of target management, client representatives and colleagues.
Strong project management skills
Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
Ability to travel for project needs and A&M specific needs and opportunities (e.g., training, internal meetings, etc.).
Ability to thrive and be effective in fast-paced settings.
Who will you be working with?
We are not a typical consulting firm. CTG is a team of problem solvers with extensive consulting and industry experience who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward, and inclusive diversity while delivering a tailored and scalable approach to working with our corporate clients.
Our team is a set of are hands-on, entrepreneurial, open minded, high achieving, and collaborative individuals who go the extra mile and deliver gold standard work for their teammates and clients. We are often leaders amongst our peers with the confidence to approach internal and external problems head-on and the grit to execute highly complex, value add initiatives in intense situations.
We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure.
How will you grow and be supported?
As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities.
The base salary is $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k)-retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
#LI-BD1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$225k yearly 8d ago
Corporate Transactions Group - FDD - Senior Director
Alvarez & Marsal 4.8
Miami, FL jobs
About A&M
Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.
With over 10,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.
Corporate Transactions Group (\CTG\)
CTG, a subsidiary of A&M, brings a structured and disciplined approach to create and capture value throughout the M&A deal cycle. We provide corporate clients with deep leadership and expertise to bring an end-to-end solution for corporate clients as they enter into potential buys-side acquisitions, sell-side divestitures and carve-outs, and strategic partnerships.
Our professionals help businesses develop and execute their strategies to create value for the organization and its shareholders leveraging A&M's functional expertise and industry experience. We provide a range of services to our clients, including commercial due diligence, market entry assessment, financial and operational due diligence, tax diligence and structuring assistance, business modeling and synergy assessment, integration & separation planning, and support executing the plan and delivering enterprise value for our client's shareholders.
Our CTG practice is growing rapidly which means there is a unique opportunity to be creative and entrepreneurial to help shape the foundation of our future. We are currently seeking dynamic and experienced professionals to join our team, focusing on the operational and execution aspects of the M&A life cycle (from early-stage diligence through to post-close implementation). In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. The position offers significant opportunities for career development and advancement in a fast-growing practice that is helping lead many market shaping deals.
Responsibilities will include:
People:
Counsel and mentor all levels of employees.
Handle personnel matters with employees effectively, including but not limited to difficult career counseling situations.
Proactively recruit individuals of all levels for CTG
Engage in training initiatives (developing and teaching appropriate courses) to develop CTG employees.
Serve as a mentor for employees of CTG from staff through Director.
Risk management:
Understand and abide by risk management guidelines and engagement review memo procedures.
Appropriately manage engagement risk and potential client or engagement issues (including conflicts, etc.).
Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
Gather applicable conflict check information and coordinates with Managing Directors to set up engagement codes and other engagement requirements.
Project management (including financial due diligence):
Manage and prioritize engagements and responsibilities appropriately.
Manage multiple simultaneous chargeable and non-chargeable projects of varying size and complexity.
Help engagement executives in maximizing the value the client is receiving from A&M (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of T&Es billed by all team members).
Lead the financial due diligence work on all projects, which will include the quality of earnings, working capital analyses, debt and debt-like items analyses, general financial statement analysis and other operational and financial analytics.
Effectively lead the team in conversations with clients, management teams and other stakeholders (e.g., boards, lenders, etc.).
Identify potential transaction risks and implement strategies to address such risks.
Act as a subject matter expert in technical accounting subjects relevant to CTG.
Coordinate with all other A&M service groups and functional areas during an engagement.
Generate a comprehensive / cohesive due diligence report and integrate findings from other practice areas (e.g., corporate performance improvement, etc.) as necessary into such report.
Clients, markets and services:
Proactively manages client relationships and ensure all client needs are met.
Effectively manage day-to-day client interactions and handle all client relationship matters with limited Managing Director involvement.
Assist Managing Directors in sales and business development efforts.
Contribute to sales pursuits by building relationships in the market (geographic and specific industries as necessary) generating new client business and/or adding business from current clients.
Participate or attend relevant industry conferences and utilize such to develop new client relationships or deepen current client relationships.
Display a core understanding of all CTG services and strive to cross-sell CTG and other A&M services, as opportunities arise.
Pursue / strengthen a specific industry or sector expertise (in conjunction with CTG discussions). Build relationships in relevant sectors and drive new business opportunities in CTG and across A&M.
Qualifications:
A minimum of 10 years of financial accounting due diligence experience at a top accounting firm
Bachelor's or master's degree in accounting and/or related major
Certified Public Accountant (CPA) or the equivalent of a CPA
Working knowledge of US GAAP, SEC reporting, and purchase accounting
High proficiency in Excel, Word, PowerPoint and database skills
Excellent interpersonal and communication skills (written and verbal) including the ability to articulate to senior members of target management, client representatives and colleagues.
Strong project management skills
Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
Ability to travel for project needs and A&M specific needs and opportunities (e.g., training, internal meetings, etc.).
Ability to thrive and be effective in fast-paced settings.
Who will you be working with?
We are not a typical consulting firm. CTG is a team of problem solvers with extensive consulting and industry experience who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward, and inclusive diversity while delivering a tailored and scalable approach to working with our corporate clients.
Our team is a set of are hands-on, entrepreneurial, open minded, high achieving, and collaborative individuals who go the extra mile and deliver gold standard work for their teammates and clients. We are often leaders amongst our peers with the confidence to approach internal and external problems head-on and the grit to execute highly complex, value add initiatives in intense situations.
We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure.
How will you grow and be supported?
As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities.
The base salary is $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k)-retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
#LI-BD1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$225k yearly 8d ago
Corporate Transactions Group - FDD - Senior Director
Alvarez & Marsal 4.8
Dallas, TX jobs
About A&M
Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.
With over 10,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.
Corporate Transactions Group (\CTG\)
CTG, a subsidiary of A&M, brings a structured and disciplined approach to create and capture value throughout the M&A deal cycle. We provide corporate clients with deep leadership and expertise to bring an end-to-end solution for corporate clients as they enter into potential buys-side acquisitions, sell-side divestitures and carve-outs, and strategic partnerships.
Our professionals help businesses develop and execute their strategies to create value for the organization and its shareholders leveraging A&M's functional expertise and industry experience. We provide a range of services to our clients, including commercial due diligence, market entry assessment, financial and operational due diligence, tax diligence and structuring assistance, business modeling and synergy assessment, integration & separation planning, and support executing the plan and delivering enterprise value for our client's shareholders.
Our CTG practice is growing rapidly which means there is a unique opportunity to be creative and entrepreneurial to help shape the foundation of our future. We are currently seeking dynamic and experienced professionals to join our team, focusing on the operational and execution aspects of the M&A life cycle (from early-stage diligence through to post-close implementation). In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. The position offers significant opportunities for career development and advancement in a fast-growing practice that is helping lead many market shaping deals.
Responsibilities will include:
People:
Counsel and mentor all levels of employees.
Handle personnel matters with employees effectively, including but not limited to difficult career counseling situations.
Proactively recruit individuals of all levels for CTG
Engage in training initiatives (developing and teaching appropriate courses) to develop CTG employees.
Serve as a mentor for employees of CTG from staff through Director.
Risk management:
Understand and abide by risk management guidelines and engagement review memo procedures.
Appropriately manage engagement risk and potential client or engagement issues (including conflicts, etc.).
Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
Gather applicable conflict check information and coordinates with Managing Directors to set up engagement codes and other engagement requirements.
Project management (including financial due diligence):
Manage and prioritize engagements and responsibilities appropriately.
Manage multiple simultaneous chargeable and non-chargeable projects of varying size and complexity.
Help engagement executives in maximizing the value the client is receiving from A&M (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of T&Es billed by all team members).
Lead the financial due diligence work on all projects, which will include the quality of earnings, working capital analyses, debt and debt-like items analyses, general financial statement analysis and other operational and financial analytics.
Effectively lead the team in conversations with clients, management teams and other stakeholders (e.g., boards, lenders, etc.).
Identify potential transaction risks and implement strategies to address such risks.
Act as a subject matter expert in technical accounting subjects relevant to CTG.
Coordinate with all other A&M service groups and functional areas during an engagement.
Generate a comprehensive / cohesive due diligence report and integrate findings from other practice areas (e.g., corporate performance improvement, etc.) as necessary into such report.
Clients, markets and services:
Proactively manages client relationships and ensure all client needs are met.
Effectively manage day-to-day client interactions and handle all client relationship matters with limited Managing Director involvement.
Assist Managing Directors in sales and business development efforts.
Contribute to sales pursuits by building relationships in the market (geographic and specific industries as necessary) generating new client business and/or adding business from current clients.
Participate or attend relevant industry conferences and utilize such to develop new client relationships or deepen current client relationships.
Display a core understanding of all CTG services and strive to cross-sell CTG and other A&M services, as opportunities arise.
Pursue / strengthen a specific industry or sector expertise (in conjunction with CTG discussions). Build relationships in relevant sectors and drive new business opportunities in CTG and across A&M.
Qualifications:
A minimum of 10 years of financial accounting due diligence experience at a top accounting firm
Bachelor's or master's degree in accounting and/or related major
Certified Public Accountant (CPA) or the equivalent of a CPA
Working knowledge of US GAAP, SEC reporting, and purchase accounting
High proficiency in Excel, Word, PowerPoint and database skills
Excellent interpersonal and communication skills (written and verbal) including the ability to articulate to senior members of target management, client representatives and colleagues.
Strong project management skills
Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
Ability to travel for project needs and A&M specific needs and opportunities (e.g., training, internal meetings, etc.).
Ability to thrive and be effective in fast-paced settings.
Who will you be working with?
We are not a typical consulting firm. CTG is a team of problem solvers with extensive consulting and industry experience who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward, and inclusive diversity while delivering a tailored and scalable approach to working with our corporate clients.
Our team is a set of are hands-on, entrepreneurial, open minded, high achieving, and collaborative individuals who go the extra mile and deliver gold standard work for their teammates and clients. We are often leaders amongst our peers with the confidence to approach internal and external problems head-on and the grit to execute highly complex, value add initiatives in intense situations.
We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure.
How will you grow and be supported?
As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities.
The base salary is $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k)-retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
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Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$225k yearly 8d ago
Senior Director, C-Store
Acosta, Inc. 4.2
Dallas, TX jobs
The Senior Director is responsible for the coordination and development of the Retail Sales and Merchandising Organization for the market/team. They must be able to lead, manage and coach activities of the Retail Team to ensure the sales and merchandising objectives of the company and clients are achieved and that analytics/insights are aligned with customers and clients' scorecards.
RESPONSIBILITIES
+ Develop and maintain consistent communication and rapport with clients and customers to address opportunities and expectations.
+ To implement and manage client objectives.
+ Provide leadership, motivation, and direction to the Retail Team to meet goals.
+ To oversee and coordinate retail deployment to maximize retail effectiveness.
+ To formally evaluate and perform periodic evaluations of the Retail Team's performance on sales and merchandising objectives and to continue the development of the personnel.
+ Recruit and select members of the Retail Team.
+ Develop retail activity cost analysis to determine profitability of clients.
+ Deliver scheduled reports against key, pre-determined metrics on the retail business as determined by the business "owners".
+ Identify key business insights from the reports being delivered and other available data, such that the "business" can determine areas of greatest opportunity.
+ Create and present interview presentation material as requested.
+ Maintain connection with the Client and Customer teams to ensure that reports and analysis being delivered to the clients are meaningful and insightful.
+ Meeting the physical requirements - listed below
+ Other duties as assigned
QUALIFICATIONS
Education
+ High School Diploma/GED
+ Bachelor's Degree
+ Bachelor's Degree or equivalent related work experience preferred.
Work Experience
+ 10+ years of consumer-packaged goods experience, including essential account management
+ Sales, Marketing, Merchandising, Analytics and Administration experience required.
Knowledge, Skills and Abilities
+ Knowledge, Skills and Abilities Requirements:
+ Good office management and time management skills.
+ Ability to exercise influence over people.
+ Be able to prioritize multiple demands simultaneously.
+ Strong interpersonal and written communication skills, including ability to conduct presentations.
+ Proven analytical ability with strong attention to detail.
+ Ability to manage a P&L.
+ Assertive, decisive, creative, team player with a proven sense of urgency.
+ Negotiation skills and ability to delegate.
+ Excellent independent analytical skills.
+ Proficient in PowerPoint, Word, and Excel.
Physical
+ Seeing
+ Ability to Travel
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ABOUT US
Acosta, and its subsidiaries, is an Equal Opportunity Employer
Job Category: Retail
Position Type: Full time
Business Unit: Sales
Salary Range: $115,800.00 - $165,400.00
Company: Acosta Employee Holdco LLC
Req ID: 18761
$115.8k-165.4k yearly 8d ago
Senior Director of Agency Evolution
Keystone Agency Partners 3.9
Cleveland, OH jobs
About Keystone
Keystone is a rapidly growing insurance brokerage platform that acquires and partners with independent insurance agencies throughout the United States. Keystone provides best-in-class services and capital investment that unlocks potential and delivers outsized and profitable growth within its platform agencies. For more information please visit: ************************
Senior Director of Agency Evolution
Position Summary:
The Senior Director of Agency Evolution is a strategic leadership role focused on accelerating growth across a network of agency partners through peer collaboration, sales enablement, and operational consulting. This individual will lead high-impact mastermind-style groups, oversee producer training programs, and facilitate strategic planning engagements. The ideal candidate is a seasoned business consultant with deep experience in agency operations, sales development, and financial performance analysis.
Key Responsibilities:
CEO Peer Exchange Groups (IMPACT Groups) - 50% of Role
Facilitate and lead mastermind-style groups of agencies, meeting twice annually for full-day sessions.
Guide agencies through structured discussions on business performance, staffing, financials, and strategic challenges.
Manage logistics and growth of the program, expanding from 4-5 groups to 6+ network partner groups and 2-4 platform partner groups.
Ensure each agency receives focused "hot seat" time to present and receive peer feedback.
Producer Training Program (Top Speed) - 30% of Role
Oversee design and quality control of a 12-month sales training program for producers.
Coordinate with vendors, tech platforms (e.g., CoachAccountable, Smartsheet), and internal staff to ensure program excellence.
Support live training events and cohort launches (3-4 per year), including on-site facilitation.
Assist with program operations.
Strategic Planning Engagements - 20% of Role
Conduct on-site strategic planning sessions with platform partners.
Analyze agency books of business, staffing structures, payroll, and financials.
Develop actionable growth strategies and identify operational bottlenecks and hiring needs.
Other duties as assigned.
Qualifications:
Bachelor's degree preferred, but not required
Minimum 7+ years in agency operations, sales leadership, or consulting
Proven track record in growth strategy, financial analysis, and organizational development
Experience in insurance industry consulting (e.g., Reagan, Excensure, or similar) highly preferred
Strong facilitation and coaching abilities
Excellent analytical and strategic thinking skills
Comfortable managing multiple stakeholders and vendor relationships
Ability to wear multiple hats and thrive in a dynamic, entrepreneurial environment
Flexible to travel domestically up to 20% for live engagements and on-site arrangements
Ability to pass a criminal background check, as permitted by law
Physical Requirements
Frequently sit, stand and walk
Regularly required to talk or hear
Frequently required to use hands or fingers to handle or feel objects, tools or controls
Occasionally required to climb or balance, stoop, kneel, crouch or crawl
Occasionally lift and/or move up to 25 pounds
Vision abilities to include close vision, distance vision, peripheral vision and the ability to adjust focus
The noise level in the work environment is usually moderate
Temperature in the workplace is typically moderate, though the ability to withstand seasonal cold and heat of the outdoors is necessary
Office Location: 425 Literary Road, Cleveland, OH 44113 (Hybrid Work Options)
Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required.
Benefits:
Competitive Compensation Package
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.
$121k-176k yearly est. 5d ago
Remote Healthcare AI & Automation Director
Huron Consulting Group Inc. 4.6
Chicago, IL jobs
A leading consulting firm in Chicago seeks a Healthcare ConsultingDirector to lead performance improvement and AI initiatives. This role involves managing client engagements and fostering a collaborative environment. Candidates should have significant consulting experience, particularly in healthcare operations, and proficiency in digital technologies. The position offers a competitive salary range of $170,000 - $215,000, with total compensation up to $290,250 including incentives.
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$170k-215k yearly 3d ago
Sr. Director, Major Gifts
Boys & Girls Clubs of Boston 4.0
Boston, MA jobs
Main Office BGCB 200 High St 3rd Fl Boston, MA 02110, USA
Main Office BGCB 200 High St 3rd Fl Boston, MA 02110, USA
Summary: This Senior Director position is for a motivated and results driven fundraiser interested in cultivating and stewarding donors, working with a broad range of stakeholders, and communicating Boys & Girls Clubs of Boston's (BGCB) mission and impact. Reporting to the Chief Advancement Officer, they will provide the overall vision for an integrated major giving program responsible for raising more than $9M annually in operating support. We are launching an ambitious campaign, and require aproven track record of developing strategies for and securing multi-year commitments for $500,000-$5M+ campaign gifts.
The role requires significantly growing the prospect pool of individuals who have the capacity to give $100,000+ annually, working with volunteer leadership, and collaborating on successful fundraising and cultivation events. They should have experience with managing Board level volunteers, possess a strong familiarity with giving vehicles and best practices and have a successful track record in closing major gifts. Most critically, this person will manage a portfolio of prospects capable of giving $100,000 - $1M annually and will cultivate, directly solicit, and steward these donors. The ideal candidate has excellent relationship management, persuasive writing and communication skills, a successful track record in securing gifts at all levels, and thrives in a face-paced environment and is a team player.
Primary architect for major giving strategic plan, providing leadership and vision to the team and organization.
Manage a portfolio of top major donors and prospects, mostly in the five- to six-figure range.
Cultivate, steward, and solicit prospects through face-to-face visits and personalized proposal development as needed.
Oversee internal donor tracking and moves management for the portfolio and achieve at least 60 donor visits per year.
Commitment to BGCB's mission, constantly learning and maintaining a thorough understanding of Club programming to inform creative ways to develop personalized funding proposals for top donors.
Work closely with colleagues to establish revenue and expense projections for all donors in your portfolio (*100-130), adjusting business plans according to results.
Partner with team members on articulating sophisticated case for support and meaningful stewardship.
Strategically work with colleagues to identify potential constituency groups building on the success of Artemis Circle and Friends Council.
Work closely with the special events, communications, and donor relations team to support fundraising efforts.
Actively seek and manage donor engagement activities at BGCB clubs.
Use emotional intelligence to develop and sustain productive and collaborative relationships externally and across the organization.
Management and Reporting
Establish benchmarks and regular reporting processes to measure results of all annual giving activities.
Be responsible for some committee management, as well as collaborating with colleagues to ensureimpact reporting, engagement strategies, soliciting donors, special acknowledgements, and more.
Other duties as assigned.
Teaching youth/teens the importance of living an active, healthy lifestyle is a BGCB priority.As a result, all staff is expected to model healthy behavior while working with our members.
BGCB values creating child-friendly environments, where youth/teens of all abilities can be successful and participate.BGCB expects employees to embrace its focus on inclusion of all members, regardless of disability or developmental challenge.
Building the capacity of staff is central to BGCB.The organization encourages and requires that all staff participates in annual professional development opportunities that continue to cultivate their skills in the youth development field.
Every staff member shares the responsibility for ensuring BGCB is, and remains, an environment free of sexual, physical, or emotional abuse.
Position Requirements (Education, Experience, Knowledge, Skills, Abilities, Work Demands)
Bachelor's degree with a minimum of 7+ years of front-line fundraising experience and demonstrated success in developing and executing successful strategies to grow and sustain individual giving.
Experience with Board Committee management, peer-to-peer solicitation.
Comprehensive knowledge of individual giving vehicles including planned giving.
Highly collaborative, communicative, and transparent, with a high level of emotional intelligence and the ability to build strong and effective internal and external relationships.
Excellent writing and organizational skills; strong follow through and attention to detail; high-level analytical, problem-solving, and presentation skills.
Goal-oriented with proven track record for directly securing gifts.
Ability to work effectively with board leadership, senior management, and other high-end stakeholders.
Sense of humor and ability to work in a dynamic and fast-paced environment.
Experience and aptitude for working with fundraising databases, Raiser's Edge preferred.
Willingness and ability to work select early mornings and evenings as needed.
QualificationsSkillsRequiredMICROSOFT OFFICE
Advanced
CRM Tools
Advanced
Advanced
Behaviors
:
Motivations
:
EducationExperienceLicenses & Certifications
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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$100k yearly 6d ago
Director, IPO Advisory & Transactions Leader
Cross Country Consulting 4.0
Boston, MA jobs
A renowned consulting firm in Boston seeks a Director to lead client engagements, focusing on complex transactions like mergers and IPOs. The ideal candidate will have over 15 years in professional services, with a strong background in financial oversight and compliance. You will collaborate with cross-functional teams and mentor junior members while leveraging AI tools to enhance solutions. This role offers a competitive salary between $230,000 and $400,000 per year, along with additional benefits.
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