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Manager Finance Planning And Analysis jobs at Navient - 854 jobs

  • Manager, Treasury

    Sallie Mae 4.1company rating

    Manager finance planning and analysis job at Navient

    **When you join Sallie Mae, you become a champion for all students.** We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big. Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way. We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for students-and for each other. This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work. Feeling your best allows you to do your best. Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more. We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills. Come do more than join something, change something. For students, for future generations, for the future of education. **What You'll Contribute** This asset liability management position carries responsibility for modeling and exploring strategies to manage the interest rate risk of Sallie Mae Bank. Running the Asset & Liability market risk model is a primary role, including assisting in the development of risk management strategies, interfacing with other bank and affiliate departments to understand key business developments affecting the Bank and its financial products and instruments, refinement and reporting of all critical modeling assumptions, executive reporting and ad hoc market risk analysis for the Treasurer and Asset and Liability Committee, and supporting the Sr. Manager, Treasury in all model risk management, validation, audit and regulatory examination processes. The candidate is expected to analyze and report on the characteristics and behavior of new and existing products related to market changes, develop and run SQL queries, support liquidity risk in the A/L model, and participate in departmental and cross-functional projects. The candidate will assist the Sr. Manager in documentation and compliance with the controls, policies, procedures, and regulatory guidance relevant to responsibilities. The position must be able to communicate effectively with internal and external parties as well as be able to manage multiple tasks simultaneously while guaranteeing timely completion of each. **What You'll Do** + In coordination with the Sr. Manager, running, updating, and developing interest rate risk model, performing sensitivity testing, back-testing, maintain model documentation, creating alternative modeling scenarios, developing management recommendations, and reviewing and interpreting model results. + Extract and manage model data, develop and run SQL queries and SAS reports. + Supports all audit and examination processes; assembles and prepares materials in response to requests and questions. + ALCO Support - executive reporting, ad hoc analyses and other projects as assigned. _The above information is intended to describe the general nature and level of work performed by employees assigned to this job; it is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees in this role._ **What You Have** Minimum education, skills and experience required. + Bachelor's degree in Accounting or Finance + 5+ years of interest rate risk management and financial analysis experience + Experience developing and running an Asset/Liability model or other complex financial model + Advanced knowledge of Microsoft Office applications, particularly Excel + Demonstrated ability to utilize G/L and other databases to generate analyses and reporting + Understanding of bank balance sheets, financial instruments, and risk management principles will be critical to success + Experience utilizing SQL, SAS, and/or Oracle to extract data from databases + Understanding of Treasury functions and a strong governance environment will enhance the candidate's contributions in this role. + Solid understanding of financial concepts and the ability to design and carry out complex analyses. + Ability to balance multiple priorities simultaneously to meet tight deadlines and to work toward objectives with minimal supervisory support. + Detail oriented with constant focus on accuracy in reporting and analysis, including identifying risks and opportunities to improve processes and tactics. Preferred education, skills, and experience. + MBA, Master of Finance, or CFA + Prior experience with Empyrean ALM software + Prior experience with Tableau **The Americans with Disabilities Act** _The Americans with Disabilities Act of 1990 (ADA) prohibits discrimination by employers, in compensation and employment opportunities, against qualified individuals with disabilities who, with or without reasonable accommodation, can perform the "essential functions" of a job. A function may be essential for any of several reasons, including: the job exists to perform that function, the employee holding the job was hired for his/her expertise in performing the function, or only a limited number of employees are available to perform that function._ **Feeling your best helps you do your best:** **Our benefits take care of the whole you-so you can build your work around your life (not the other way around!).** + Competitive base salaries + Bonus incentives + Generous PTO, Floating Holidays and 12 Federal Holidays observed + Support for financial-well-being and retirement 401k with employer match + Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more + Employer paid short-term/long-term disability and basic life insurance + Flexible hybrid working arrangements. + Paid parental leave and adoption reimbursement programs + Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware) + Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives + Tuition Reimbursement and Family Scholarship Programs + Career development and training opportunities Not the right fit? Let us know you're interested in a future opportunity by clicking _Introduce Yourself_ in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! **Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. Click here (******************************************************* **to view the U.S. Pay Transparency Policy,** **here (******************************************************************************************************************* **for federal job applicant notices, and** **here (************************************************************************************************** **to view the California Employee Privacy Notice.** **Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call ************** and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.** Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. If you'd like more information about your EEO rights as an applicant, please click **************************************************** ************************************************************************************************************************** Click ************************************************************** to view the U.S. Pay Transparency Policy.
    $78k-97k yearly est. 60d+ ago
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  • Senior Financial Due Diligence Manager

    Grant Thornton International Ltd. 4.6company rating

    Boston, MA jobs

    A leading consulting firm is seeking a Financial Due Diligence Manager in Boston. You will manage financial due diligence for transactions, coordinate cross-functional teams, and maintain strong client relationships. Required qualifications include a Bachelor's degree in Accounting, 6+ years of consulting experience, and strong knowledge in US GAAP. The position offers a salary range of $138,200 to $207,400. Travel is expected up to 25%. This role provides an opportunity for leadership and mentorship. #J-18808-Ljbffr
    $138.2k-207.4k yearly 2d ago
  • Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)

    Capital One 4.7company rating

    McLean, VA jobs

    * Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
    $103k-127k yearly est. 2d ago
  • Senior Leveraged Finance VP - Deals, Strategy & Growth

    Santander Consumer USA Inc. 4.6company rating

    Massachusetts jobs

    A financial services company is seeking a Leveraged Finance Investment Banking professional with over 6 years of experience. The role involves assisting in the structuring and execution of various credit facilities, creating client presentations, and managing valuation analyses. Ideal candidates possess strong analytical and communication skills, a Bachelor's degree in a related field, and experience in investment banking. A competitive salary ranging from $206,250 to $275,000 is offered. #J-18808-Ljbffr
    $206.3k-275k yearly 2d ago
  • Investment Banking Vice President, Leveraged Finance - New York

    Santander Consumer USA Inc. 4.6company rating

    Massachusetts jobs

    It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high‑impact brand into a technology‑driven organization. Our people are at the heart of this journey and together, we are driving a customer‑centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Assist in the structuring, negotiating and execution of syndicated and private credit facilities for leveraged buyouts, mergers and acquisitions, dividend recapitalizations, refinancings and various other purposes. Lead the creation of client presentation materials and pitchbooks, including all background research, analysis and drafting. Oversee the work of the junior bankers. Manage the creation and ‘own' the final product for valuation analyses including discounted cash flow; trading comparables; company comparables; and LBO analysis. Prepare committee approval requests, including IBC. Work directly with Capital Markets and the Coverage bankers on the syndication process, including the preparation of materials for launch, and supporting the response to investor questions. Support the Senior Banker in negotiations with private equity sponsors and corporate clients on business terms and legal documentation, including grids, commitment / engagement letters, credit agreements, bond documents, and various other legal documentation. Oversee the execution process for transactions to meet client expectations. Analyze detailed corporate and financial information and conduct detailed due diligence. Adhere to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements and policies. Train the associates and analysts. What You Bring: Bachelor's degree with equivalent work experience in Finance, Economics, Business Administration, or a related field - Required. MBA / CFA / Masters, or equivalent work experience in Finance, Economics, Business Administration, or a related field - Preferred. 6+ years experience in Leveraged Finance Investment Banking - Required. Prior work experience in investment banking front office role. Direct work experience with leveraged finance companies and understands the leveraged loan and high‑yield bond product as well as the underlying transactions (LBOs, M&A, dividend recaps, refinances, etc.) that drive the business. Exceptional written and verbal communications skills. Strong quantitative and analytical skills including Excel modelling and valuation work. Ability to work under pressure and meet tight deadlines, and have the aptitude to synthesize large amounts of information and develop innovative solutions. Ability to manage projects independently and assume a high level of responsibility. Ability to interact and work with clients. Ability to coordinate and lead multiple deal teams. Ability to assess and mitigate reputational, operational and credit risk. Strong organizational skills and detail orientation, as well as analytical skills. Demonstrated ability to motivate and influence others. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non‑exempt), the annual range is based on a 40‑hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $206,250.00 USD Maximum: $275,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well‑being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com). Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based on your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. #J-18808-Ljbffr
    $206.3k-275k yearly 2d ago
  • Investment Banking Vice President, Financial Sponsors - New York

    Santander Consumer USA Inc. 4.6company rating

    Massachusetts jobs

    It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. We Want to Talk to You! The Difference You Make As a Vice President in Investment Banking Sponsors Coverage, you will take on a leadership role in deal execution while actively engaging with financial sponsors and managing transaction workflows. The VP is critical in developing and deepening client relationships while overseeing junior talent. Lead the execution of leveraged buyouts, capital raises, and advisory transactions for financial sponsors. Act as a primary point of contact for clients during transaction processes. Manage transaction processes, ensuring timelines and milestones are met. Oversee the development of complex financial models and due diligence processes. Cultivate relationships with existing financial sponsors and identify new business opportunities. Provide mentorship and professional development to junior bankers. Lead day-to-day client dialogue, idea generation, and transaction execution. Travel as requested by senior deal team members and or clients. What You Bring To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Strong deal execution experience in investment banking with a focus on financial sponsors. Proven leadership skills and ability to manage multiple complex transactions simultaneously. Excellent client relationship management and business development skills. Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. Ability to manage projects independently and assume a high level of responsibility. Ability to interact with clients. Ability to assess and mitigate reputational, operational and credit risk. Experience with sell-side and buy-side merger and acquisition processes and equity and debt capital raises. What Else You Need To Know The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $206,250.00 USD Maximum: $275,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Risk Culture We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. What To Do Next If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. #J-18808-Ljbffr
    $206.3k-275k yearly 2d ago
  • Director, Financial Planning - Boston, MA

    Edelman Financial Engines, LLC 4.6company rating

    Boston, MA jobs

    Director, Financial Planning - Boston At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long‑term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose‑driven work and a collaborative, values‑led culture, we invite you to explore a career with us. As a Senior Financial Advisor, you'll provide objective, fee‑based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third‑party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you! Responsibilities Serve the client's best interests, providing outstanding financial advice guidance Effectively evaluate client situations and analyze their needs Develop and present a compelling set of recommendations Adept at building positive relationships with clients Skilled at influencing clients to improve their financial well‑being Requirements Direct client‑facing experience in a fee‑based wealth management or planning role Results driven approach with a consistent track record to form relationships Desire for role with base salary, performance‑based compensation and growing earnings potential Must possess an active Series 65 Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment A Clean U‑4 A Certified Financial Planner (CFP) or other certification is desired but not required Edelman Financial Engines takes a market‑based approach to pay. The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job‑related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high‑tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2024Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819 For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or *******************************. 1 The Barron's 2024 Top 100 RIA Firms list, a nine‑year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. 2 Edelman Financial Engines data, as of September 30, 2024. #J-18808-Ljbffr
    $125k-350k yearly 4d ago
  • Senior Public Finance Treasurer & Investments Lead

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA jobs

    A government authority in Massachusetts is seeking a Treasurer to manage MSBA funds and investments, ensuring compliance with state laws. This senior role involves overseeing cash and investment activities, debt portfolio management, and financial reporting. Candidates should possess a bachelor's degree in finance or related field, at least 10 years of relevant experience, and strong knowledge in government finance and debt issuance. A competitive salary and a full-time schedule are offered, with potential for hybrid work. #J-18808-Ljbffr
    $124k-183k yearly est. 5d ago
  • Strategic State Finance Leader & Budget Architect

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA jobs

    A state government office in Massachusetts is seeking a Chief Financial Officer (CFO). The CFO will oversee financial management, budgeting, and accounting for the Executive Office for Administration & Finance. Applicants should have significant experience in financial management, with a preferred focus on supervisory roles. This position offers a competitive salary and a comprehensive benefits package. The organization is committed to diversity and encourages applications from underrepresented groups. #J-18808-Ljbffr
    $124k-183k yearly est. 1d ago
  • Principal, Financial Planning & Analysis

    Wellington Management Company 4.9company rating

    Boston, MA jobs

    Principal, Financial Planning & Analysis page is loaded## Principal, Financial Planning & Analysislocations: Boston, MA, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R93222# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleThe Principal, Financial Planning & Analysis - Global Operations plays a key role in providing financial insight, analytical support, and operational performance reporting to drive strategic decision-making across the firm's global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility, improve cost efficiency, and ensure alignment with organizational goals.This role will be strategic partner to the Head of Global Operations and the Director of Finance, Infrastructure to help achieve business outcomes while ensuring financial excellence. This is a dynamic role that requires strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The role bridges the firm's operational strategy with financial stewardship, execution, and organizational communications while leveraging financial and operational datasets and technology to enhance efficiency and decision-making. **KEY RESPONSIBILITIES*** Develop and maintain financial models, forecasts, and variance analyses for the Global Operations Division.* Support budgeting and long-range planning processes, providing detailed analysis on cost drivers, trends, and efficiency opportunities.* Creation and management of proactive analytics that unlock ideas and enables high-level discussion of investment & growth areas* Partner with global operations teams to monitor key performance indicators (KPIs), identify process improvement areas, and evaluate financial impacts while supporting strategic vision and initiatives .* Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale* Prepare and present monthly and quarterly management reports highlighting performance metrics, expense trends, and operational insights.* Assist with business case development for new initiatives, technology investments, and vendor partnerships.* Perform cost-benefit analyses to evaluate global operations projects and process enhancements.* Continuous evaluation and support for cost allocation, transparency, problem-solving and execution* Collaborate with the global accounting team to ensure accurate accruals, allocations, and financial reporting.* Contribute to continuous improvement of financial reporting tools, data visualization dashboards, and automation initiatives.**SKILLS & COMPETENCIES*** Demonstrable 10+ years of relevant work experience in finance with global operations or technology leadership experience, ideally within a global environment.* Strong analytical and quantitative skills with proven ability to interpret complex financial data.* Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus.* Strategic thinker with the ability to provide forward-looking analysis and recommendations.* Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.* Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner* Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive).* Excellent written and verbal communication skills with the ability to present insights to senior leadership.* Detail-oriented, organized, and proactive with strong problem-solving capabilities.* Ability to thrive in a dynamic, fast-paced, and globally integrated environment.Not sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. #J-18808-Ljbffr
    $124k-165k yearly est. 2d ago
  • Deals - Financial Due Diligence, Manager - East, New York & Boston

    Price Waterhouse Coopers 4.5company rating

    Boston, MA jobs

    At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. Those in financial due diligence at PwC will focus on providing strategic advice and business diligence services to clients in their mergers, acquisitions and divestitures. You will be responsible for analysing financial information focusing on quality of earnings and assets, cash flows and other key client deal issues. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Key Skills & Experience Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g., refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Aquisition Advisory team you are expected to manage client service accounts and drive client engagement workstreams. As a Manager you are expected to supervise, develop, and coach teams, maintaining top-quality deliverables and leveraging team strengths to meet client expectations. You are expected to thrive in a team setting, communicate effectively with both technologists and business partners, and drive client engagement workstreams. Responsibilities Manage client service accounts and drive engagement workstreams. Supervise, develop, and coach teams to confirm top-quality deliverables. Utilize team strengths to meet client expectations. Foster productive communication between technologists and business partners. Lead client engagement workstreams. Assure project success and maintain exceptional standards. Promote a culture of trust and accountability. Address and resolve conflicts or issues as they arise. What You Must Have Bachelor's Degree. 5 years of experience. Active CPA in the current work office, Chartered Accountant in good standing, MBA through an accredited university, or CFA credential. What Sets You Apart Broad knowledge in financial due diligence and transaction-related services. Interviewing executive management at target companies. Assessing a target company's quality of earnings, net assets, and cash flows. Managing resolution of issues in technical accounting areas. Supervising teams to create an atmosphere of trust. Seeking diverse views to encourage improvement and innovation. Answering questions and providing direction to less-experienced staff. Coaching staff with timely meaningful feedback. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr
    $99k-232k yearly 5d ago
  • VP, Financial Consultant- Leesburg, VA

    Charles Schwab 4.8company rating

    Leesburg, VA jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $86k-160k yearly est. 1d ago
  • Senior Manager, Accounting

    Partners Capital 4.4company rating

    Boston, MA jobs

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

    Bridge Investment Group 4.4company rating

    Salt Lake City, UT jobs

    As the Director of Reporting and Technical Accounting, you will have a critical role in both Bridges financial reporting process and that of its managed funds. You will be actively engaged in improving the close and reporting processes across the or Accounting, Technical, Director, Reporting, Financial, Account, Property Management
    $79k-110k yearly est. 5d ago
  • Senior Manager, Card Tech Finance

    Capital One 4.7company rating

    McLean, VA jobs

    * Bachelor's Degree or military experience* At least 7 years of experience in financial analysis, financial modeling, or a combination* At least 3 years of experience managing a Financial Planning & Analysis (FP&A) function* At least 1 year of people management experience* Master's Degree in Business Administration (MBA) or Master's Degree in Finance* Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license* 5+ years experience managing a Financial Planning & Analysis (FP&A) function* 2+ years of people management experience* 1+ year of people management experience managing both direct and indirect reports Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
    $103k-127k yearly est. 1d ago
  • Senior Manager, Data Analysis, Card Finance Innovation Team

    Capital One 4.7company rating

    McLean, VA jobs

    * Leading the evolution of Card's financial forecasting tools* Assessing the quality and risk of analytical tool methodologies across Capital One, and the nature of tools usage within those processes* Understanding technical issues in analytical tools and assessing tools risks and opportunities* Independently researching, identifying, and prototyping industry best practices for emerging analytical tools* Communicating results clearly and concisely both verbally and through written communications via validation reports and presentations* Leveraging education, colleagues and training opportunities to develop solutions to business problems* Coaching and mentoring junior staff* Currently has, or is in the process of obtaining a Bachelor's Degree in quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science or a related quantitative field) plus at least 7 years of experience performing data analytics, or currently has, or is in the process of obtaining a Master's Degree plus at least 5 years of experience performing data analytics with an expectation that required degree will be obtained on or before the scheduled start date.* At least 5 years of experience performing professional data analysis work* At least 5 years of experience leading and developing with open source data technologies* At least 2 years of experience managing people* Master's Degree or PhD in a Finance, Economics, Statistics, Mathematics, Industrial Engineering, Operations Research, or a related field* At least 7 years of experience in statistical or econometrics hands-on work* At least 5 years of experience manipulating and performing analysis with large data sets* At least 5 years of experience in financial services industry* At least 5 years of experience in developing statistical or econometric models* At least 5 years of experience in validating statistical or econometric models* At least 2 years of experience with data governance* At least 2 years of experience with predictive analytics Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
    $103k-127k yearly est. 3d ago
  • Senior Accounting Manager - US GAAP & Audits

    Partners Capital 4.4company rating

    Boston, MA jobs

    A global financial services firm is seeking a Senior Manager in Accounting to lead audits and oversee the month-end close process while working closely with a Boston team. This role requires 8+ years of accounting experience, a strong background in GAAP, and proficiency in financial reporting. The firm offers competitive compensation, exceptional benefits, and a supportive working environment focused on professional growth. #J-18808-Ljbffr
    $107k-145k yearly est. 4d ago
  • Sales & Use Tax Manager, State and Local Tax

    BDO USA 4.8company rating

    Boston, MA jobs

    A State and Local Tax (SALT) Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the SALT Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the SALT Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients. Job Duties Research Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues Composes responses to notices from state taxing authorities Provides assistance with exam support Tax Consulting Drafts tax memorandums, tax opinions and other documentation on various tax issues Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate Determines tax planning process Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Assists in the development of consultative selling strategies Manages the expectations of assigned clients Tax Controversy Represents clients before any tax authority on contested issues Tax Related Software Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks Provides technical client service to multi-state companies with state and local tax issues Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation Drafts technical memoranda regarding state and local tax issues Accounting for Income Taxes - SFAS109 ASC740-10 Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties Reviews studies of tax implications to identify alternative courses of actions to benefits clients Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes orexpenses or offering of non-tax benefits Assist with researching potential tax strategies Suggests marketing approaches for new client acquisition Other duties as required Supervisory Responsibilities Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements and reviews work product Ensures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software Evaluates the performance of STS SALT Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for STS SALT Senior Associates, Associates and Interns Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate Qualifications, Knowledge, Skills and Abilities Education Bachelor's degree, required; focus in business, preferred Master's degree in Accounting/Taxation or J.D., preferred Experience Four (4) years of prior experience in state and local/multistate experience or legal professional services or equivalent experience through an advanced degree program, required Prior experience supervising tax professionals on a project or engagement basis, required Prior experience preparing and/or reviewing tax provisions, preferred Prior experience with corporate taxation, consolidations and partnerships, preferred License/Certifications CPA certification or other relevant certification, preferred Software Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required Exposure to and familiarity with standard tax applications and research tools, preferred Other Knowledge, Skills & Abilities Excellent verbal and written communication skills Superior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effective managing a team of tax professionals and delegating work assignments as needed Capacity to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel Executive presence and ability to act as primary contact on assigned engagements Ability to successfully interact with professionals at all levels Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services Advanced knowledge of sources of relevant information utilized in tax filings Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $79,800 - $168,000 Maryland Range: $79,800 - $168,000 NYC/Long Island/Westchester Range: $79,800 - $168,000 Washington DC Range: $79,800 - $168,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight‑driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. Locations 15 One International Place, Boston, MA, 02110, US #J-18808-Ljbffr
    $79.8k-168k yearly 4d ago
  • Tax Manager, Property Tax

    Ducharme, McMillen & Associates, Inc. 4.1company rating

    Boston, MA jobs

    Tax Manager, Property Tax page is loaded## Tax Manager, Property Taxlocations: Boston, MAtime type: Full timeposted on: Posted Todayjob requisition id: REQ: 212As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:* 2025 Great Places to Work Certified* Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)* Company paid parental leave* Generous time off package* Multiple benefit plans, eligibility begins on day one of employment* Culturally focused on work/life balance, mental health, and the overall wellness of our employees The Tax Manager assists and supports team members in performing Real Estate assessment reviews for DMA clients, to achieve maximum tax savings and provide other state and local tax consulting services**Essential Duties and Responsibilities**• Provide support for leadership in the assessment review process, including representing clients during appeals and hearings with State and Local taxing authorities • Prepares reports and analyses supporting DMA's position for State and Local taxing authorities; reviews and submits periodic status reports to clients; prepares Reports of Findings and other general correspondence for clients • Uses DMA templates or valuation models for property valuation, fixed asset reconciliation or classification, determine client's prior methodologies, identify exemptions and abatements, identifying and reporting potential tax savings opportunities • Attend on-site inspection of client property (plants and operations) • Active participation in business development activities - including identifying, scoping, and developing customized solutions for new and prospective clients, as well as meeting with potential prospects; ability to communicate DMA's other service lines to prospects • Account management responsibilities for assigned clients - developing, sustaining, and enhancing relationships with DMA clients and prospects • Research, collect, and populate DMA's review management system with new cases, client assessment details, property, or fixed asset data and jurisdictional tax information • Assist in production and invoicing process • Track and monitor all relevant jurisdictional deadlines associated with return filings, audits, informal and formal appeals & protests, mailing & payment dates for tax bills • Research and follow industry or market activity/trends in assigned geographic area • Research and follow state and local tax issues, legislation, court cases, etc. • Perform much of the above in collaboration with a team, but also possessing the ability to do so independently and with minimal supervision **Non-Essential Duties and Responsibilities**• Perform other duties as assigned **Education and Qualifications**• Bachelor's degree in Accounting, Real Estate, Finance, Economics, or a related field • 5+ years professional experience; property tax, valuation, or accounting preferred • Advanced knowledge of Microsoft Excel, Outlook, and Word • Ability to work independently and as part of a team • Excellent verbal and written communication skills; demonstrated problem-solving skills • Organizational, research, and interpersonal skills • Ability to multi-task and prioritize projects and deadlines • Valid driver's license The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment. It is DMA's policy to make reasonable accommodations for qualified individuals 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 contact our Human Resources team at *********************** or ************ and choosing selection 6. #J-18808-Ljbffr
    $80k-116k yearly est. 4d ago
  • Manager, Risk Governance

    Sallie Mae Inc. (SLM Corp 4.1company rating

    Manager finance planning and analysis job at Navient

    When you join Sallie Mae, you become a champion for all students. We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big. Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way. We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for students-and for each other. This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work. Feeling your best allows you to do your best. Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more. We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills. Come do more than join something, change something. For students, for future generations, for the future of education. What You'll Contribute As Manager, Risk Governance, you will play a critical role within the Head of Risk Administration and Governance's Team. This position is responsible for strengthening governance practices and ensuring effective coordination across strategic, regulatory, and stakeholder activities. Key Responsibilities includes (a) Planning, Communications & Executive Materials for Risk Stakeholders (b) Regulatory Relations & Governance Processes. What You'll Do * Develop and manage executive decks, presentations, and monthly business review / communication materials to support Risk Management. * Coordinate the creation of plans, reports, and documentation for senior leadership and stakeholders, ensuring clarity, consistency, and alignment with the Risk Management vision. * Support the coordination of regulatory engagements, including meetings, information requests, and documentation related to regulatory exams, supervisory interactions, and ongoing engagement, ensuring all control points are followed. * Facilitate the maintenance of up-to-date exam and review trackers; and utilize the related information to prepare executive-level materials summarizing regulatory relations status. * Manage updates to regulatory relations procedures, job aids, and templates, and develop new materials as needed, ensuring they remain current and useful for all stakeholders. * Partner with cross-functional stakeholders to ensure regulatory interactions and governance processes are coordinated and responsive. * Contribute to stakeholder training, guidance materials, and communications that increase awareness and understanding of governance requirements, regulatory protocols, and documentation standards. * Foster a culture of transparent communication, disciplined execution, and proactive regulatory readiness. * Support the implementation and enhancement of GRC systems and/or Microsoft-based solutions (e.g., SharePoint, Teams, automated workflows) to streamline exam management, regulatory communications, and governance documentation. * Where needed, provide support to other governance processes within the team. * Travel of less than 10% to other Sallie Mae locations may be required. The above information is intended to describe the general nature and level of work performed by employees assigned to this job; it is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees in this role. What you have Minimum: Indicate minimum education, skills and experience required. * Strong background in business administration, governance, or regulatory compliance. * Excellent organizational and documentation skills with keen attention to detail. * Ability to manage multiple priorities and deliver high-quality outputs under tight deadlines. * Strong communication and stakeholder management skills, with experience engaging with senior leaders and stakeholders. * Proven ability to work collaboratively across diverse teams in a fast-paced environment. * Strong attention to detail with an inquisitive and analytical mindset, able to identify key information and insights to support problem-solving and informed decision-making. * Proficiency in Microsoft products, including the use of tools and features that enhance efficiency, effectiveness, and process automation. Preferred: Indicate "nice to haves" regarding education, skills, and experience. * Bachelor's degree in business administration, finance, accounting or a related field. * 5+ years of experience in corporate governance, risk management, internal audit or a related role. * Familiarity with regulatory relations processes and/or experience supporting regulatory relations or risk governance activities. * Experience with enterprise Governance, Risk and Compliance (GRC) solutions. The Americans with Disabilities Act The Americans with Disabilities Act of 1990 (ADA) prohibits discrimination by employers, in compensation and employment opportunities, against qualified individuals with disabilities who, with or without reasonable accommodation, can perform the "essential functions" of a job. A function may be essential for any of several reasons, including: the job exists to perform that function, the employee holding the job was hired for his/her expertise in performing the function, or only a limited number of employees are available to perform that function. Feeling your best helps you do your best: Our benefits take care of the whole you-so you can build your work around your life (not the other way around!). * Competitive base salaries * Bonus incentives * Generous PTO, Floating Holidays and 12 Federal Holidays observed * Support for financial-well-being and retirement 401k with employer match * Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more * Employer paid short-term/long-term disability and basic life insurance * Flexible hybrid working arrangements. * Paid parental leave and adoption reimbursement programs * Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware) * Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives * Tuition Reimbursement and Family Scholarship Programs * Career development and training opportunities Not the right fit? Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. Click here to view the U.S. Pay Transparency Policy, here for federal job applicant notices, and here to view the California Employee Privacy Notice. Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call ************** and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
    $98k-128k yearly est. Auto-Apply 46d ago

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