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Senior Consultant, Consulting Services jobs at Northern Trust - 397 jobs

  • NetSuite Consulting Manager

    Rsm Us LLP 4.4company rating

    San Francisco, CA jobs

    NetSuite Consulting Manager page is loaded## NetSuite Consulting Managerlocations: San Diego: San Franciscotime type: Full timeposted on: Posted Todayjob requisition id: JR116718We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## **Responsibilities:*** ## Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have* ## Create High level solution implementation design and resolve deployment challenges* ## Analyze and validate enterprise business process and drivers to determine impact on solution and architectures* ## Determine appropriate future state architectures and mechanisms optimizing existing customer solutions* ## Negotiated and white board different strategies and approach with prospects and customers* ## At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* ## Maintain relationships with senior technologies in other departments/regions* ## Provide feedback on learning from involvement in project activity to further refine the target architecture Documentation on all designs and implementations should be completed according to the firm's standards* ## Manages the scope of the project and controls change management.## ## ## **Required Qualifications:*** ## 8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday* ## Strong understanding of Agile or Waterfall implementation methods* ## 5+ years deep understanding of business processes* ## Excellent Interpersonal and communication Skills* ## 5+ years' experience in accounting industry or project work that developed an understanding of accounting principles* ## Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications* ## Demonstrated initiative in researching and understanding the implications of emerging technology specific skills* ## Manage and configure MultiBook for multi-currency and multi-entity reporting. Oversee tax engine setup (Legacy and SuiteTax) and ensure accurate tax configurations for non-U.S. countries, with a strong emphasis on Europe and Asia* ## Implement and maintain localization settings for international compliance Design and manage intercompany processes, including NetSuite setup and inventory movements (PO/SO)* ## Drive financial consolidation and develop custom financial reports using NetSuite reporting tools* ## Ensure familiarity with e-invoicing concepts and compliance requirements* ## Collaborate with global teams to support tax and regulatory requirements across multiple jurisdictions* ## Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* ## Experience with complex system integrations* ## Intercompany transactions* ## Complex revenue Recognition rules such as ASC 606## At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, .At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $112,100 - $225,500Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr
    $112.1k-225.5k yearly 7d ago
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  • FS AWM Operations Management Consultant - Sr. Associate

    Price Waterhouse Coopers 4.5company rating

    Boston, MA jobs

    A career within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Basic Qualifications Minimum Degree Required: Bachelor Degree Minimum Year(s) of Experience: 3 year(s) Degree Preferred: Master Degree Preferred Fields of Study: Business Administration/Management/Analytics, Operations Management/Research, Finance, Engineering, Computer and Information Science Certification(s) Preferred: CFA, CFP, CIMA Preferred Knowledge/Skills: Demonstrates thorough abilities and/or a proven record of success in the Asset and Wealth Management industry including the following areas: Applying proven experience in Wealth Management, and/or Asset Management business models and services; Applying knowledge of transaction lifecycles of Financial Services products; Applying knowledge of leading business applications that support various aspects of Asset Servicing and/or Asset Manager value chain; Maintaining current knowledge of operations and administration of Financial Services including middle and back-office operations; Applying experience with data and systems interactions including IT tools and technology; Utilizing project management software / tools; Learning new technologies; Understanding of key controls within payments, middle and back-office processes; Applying knowledge of data analysis, process and business requirements; Applying knowledge of technology implementations - design through roll‑out; Being familiar with trends of global organizations; Demonstrates thorough abilities and/or a proven record of success supporting large teams through the design and implementation of changes to Operations, including people, process and technology including the following areas: Delivering significant business results that utilizes strategic and creative thinking, problem solving, individual initiative; Leading project work streams, emphasizing the ability to build collaborative relationships with team members and work autonomously with little direction; Teaming with others including building productive and collaborative relationships with team members and proactively seeking guidance, clarification and feedback; Communicating effectively in written and verbal formats in various situations and to various audiences; Conducting market research and quantitative and qualitative analyses, including the timely synthesis of complex data into meaningful insights and the ability to grasp readily analytical frameworks and employ them effectively to either qualitative or quantitative evidence; Owning and delivering projects - including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members; Structuring and communicating ideas logically; Seeking opportunities to build and maintain professional relationships; Approaching new projects with an open mind; Demonstrating empathy for coworkers and clients; Learning from mistakes and asking for help when needed; Persevering through challenges; Believing in the value created by diverse teams and adapting to a variety of working styles. 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: $77,000 - $202,000. 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
    $77k-202k yearly 3d ago
  • NetSuite Consulting Manager

    Rsm Us LLP 4.4company rating

    Chicago, IL jobs

    Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* Manages the scope of the project and controls change management.**Required Qualifications:*** Bachelor's degree preferably in Accounting or Management information systems* 8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday* Strong understanding of Agile or Waterfall implementation methods* 5+ years deep understanding of business processes* Excellent Interpersonal and communication Skills* 5+ years' experience in accounting industry or project work that developed an understanding of accounting principals* Experience in developing key controls for SOX Compliance from a systems perspective a plus* Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications* Demonstrated initiative in researching and understanding the implications of emerging technology Specific Skills - Inventory & Mfg.* Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* Ecommerce transactions* Point of sale transactions* 3PL management* Experience with complex system integrations* Intercompany transactions* Specific Skills - Order processing* Worked in or experience implementing client with high volume orders and subscription-based orders Ecommerce, web orders* Complex revenue Recognition rules such as ASC 606 #J-18808-Ljbffr
    $99k-127k yearly est. 3d ago
  • Senior / Principal Oceanographic Survey Consultant

    Offshore Energy 4.2company rating

    Wallingford, CT jobs

    Published: 5 months ago HBO WO Bachelor WO Master Professional (5-10 jaar) Senior professional (>10 jaar) Senior / Principal Oceanographic Survey Consultant At HR Wallingford, we design smart, resilient solutions across the natural and built environments to help everyone live and work more sustainably with water. By harnessing research, data insights and the power of our collective expertise, we help the world to better understand the changing influence and impact of water. Due to our continued success, we are recruiting for a Senior/Principal Oceanographic Survey Consultant to join our Ships and Dredging Group, within which there is a team dedicated to marine survey. Our team of marine survey specialists provide expertise to all technical groups within HR Wallingford. The Senior/Principal Oceanographic Survey Consultant will be a key contributor to HR Wallingford projects, providing technical expertise and project management for a range of clients across the UK and internationally. You will be responsible for ensuring the delivery of high-quality consultancy advice relating to survey, data, analysis and reporting, as well as overseeing survey contractors and providing technical support to clients and other teams within HR Wallingford. In addition, you will contribute to R&D activities and marketing materials, also attending conferences/trade events both in the UK and internationally to share knowledge and expertise. Key qualifications and skills Degree in a relevant field (e.g. oceanography, marine science or equivalent) 5+ years of commercial metocean/oceanography (ADCP, VM-ADCP, CTD, met, waves) experience Monitoring water quality, in particular turbidity / suspended sediment concentration monitoring Familiarity with water and sediment sample analysis (for key parameters such as PSD and suspended sediment concentration) Experience of programming for the processing of oceanographic data as well as using “off the shelf” software for this purpose Data analysis and reporting of metocean data on commercial projects Experience of coastal fieldwork Management of commercial survey teams both onshore and offshore as party chief Designing, deploying and recovering oceanographic moorings Experience in sediment and water chemistry (or quality) monitoring Worked in a range of environments both in the UK and abroad Comparable level of commercial experience (comparable to experience in metocean/oceanography) in bathymetric surveys (including SBES and MBES) Experience with deep sea oceanographic monitoring, geophysical survey, geotechnical investigations, and autonomous systems would be beneficial. Further information Competitive salary from £45,000 dependent on capability/experience Download a full job description and person specification. Check our exceptional benefits at ***************************** We understand the importance of a healthy work-life balance and offer both hybrid working and flexi-time. We are also open to exploring other flexible working arrangements. How to apply If you are excited about this role but are unsure about whether you're the right fit, we encourage you to apply. We're also happy to answer any questions by emailing *************************. Interested? Please apply directly via our website ***************************** providing your CV with covering letter. Additional information Our privacy notice for job applicants, available from our website, explains how we collect and process the personal data you may provide us when you apply for a job with us through our websites, or by any other means. This notice also explains how we'll store and handle that data and keep it. HR Wallingford are an equal opportunity employer and value diversity in our workplace. We do not discriminate, and work to create an inclusive culture across our business. #J-18808-Ljbffr
    $106k-138k yearly est. 6d ago
  • Management Consulting - Tech Advisory Solutions Principal

    Rsm Us LLP 4.4company rating

    Dallas, TX jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.We (RSM US, LLP) are looking for a growth-minded, tech-savvy, Partner/Principal for our Management Consulting - Technology Advisory Solution Practice to provide innovative digital strategy and senior advisory management consulting services to improve the overall effectiveness of our clients' digital technology environments.As a Principal, you will need to:* Demonstrate strong regulatory technical expertise coupled with outstanding financial services industry experience.* Draw upon your demonstrated technical, industry and risk advisory knowledge to become a trusted advisor to our clients.* Ability to assess and communicate regulatory, technology and risk considerations while leveraging cross functional teams to drive expertise through the talent and client experience.* Lead the development of innovative solutions and approaches to serving clients based on evolving technological tools and trends.* Build and sustain effective third-party relationships with regulatory compliance and automation technology firms, as relevant to the execution of the strategy.* Enhance Firm capability to respond to high-profile client needs as it relates to significant, complex compliance remediation and/or program transformation.* Effectively manage, motivate, and mentor multidisciplinary teams to work as a cohesive, client-centric unit in delivering high-quality solutions to sophisticated clients.* Leverage your existing network and personal brand in the marketplace to drive growth, which includes identifying and securing new opportunities.* Oversee a diverse book of business, maintaining overall responsibility for the profitability, effective delivery, and engagement risk of all client-related work within the portfolio.* Responsibility for managing P&L, including driving net services and managing to margin metrics* Leading multiple high-profile client relationships simultaneously, while providing leadership on proposal opportunities and ongoing internal initiatives.* Recruit and retain future leaders of the firm.* Leverage your experience and expertise to advance the professional aspirations and skills of your colleagues.* Model the core RSM values of respect, integrity, teamwork, excellence, and stewardship in all interactions with clients and team members.**Responsibilities*** Discover and deliver digital management consulting opportunities for clients looking to optimize their performance.* Work with new prospects and existing clients to identify the optimal digital strategy for them with supporting roadmap of activities that will enable clients to achieve their growth goals.* Help grow the Tech Advisory sales through business development, relationship development, and industry and market aligned growth activities.* Support, mentor, and grow an existing team of Tech Advisory professionals to continue and accelerate our ongoing growth trajectory.* Be well-versed in existing and emerging technology paradigms such as Digital Strategy and Transformation, AI, Analytics, IT Target Operating Models, Automation, ERP, Cloud, Enterprise Architecture, ITSM etc.* Lead all client delivery activities and discovery sessions that include requirements gathering and desired workflows with clients to understand and document their business needs (i.e. budget forecasting, financial reporting, and consolidation)* Serve as a liaison between stakeholders and users* Define business requirements for a number of different types of technology engagements* Interact and communicate effectively with managers and middle management executives* Assist the project teams through agreed upon phases on a variety of projects which could include best practices, process re-engineering, finance strategy and organizational development, business integration planning and execution, performance management software selection, design and implementation, ERP software selection, implementation, and optimization or operational and IT strategy assessments and due diligence* Provide analysis, development and documentation of improvement opportunities* Facilitate user workshops to gather and document business needs, requirements, weaknesses and challenges* Continuously learn to better understand RSM's array of services, with the intent to enhance value to our clients* Stay up to date on the latest process and IT advancements to automate and modernize systems and regulations* Effectively document and communicate your insights and plans to cross-functional team members and management* Evaluate business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions* Prioritize initiatives based on business needs and requirements* Provide leadership, training, coaching, and guidance to junior staff* Gather critical information from meetings with various stakeholders and produce useful reports* Provide thought leadership through presentations or writing such as blogs or RSM content either individually or jointly with other RSM team members* Network internally and externally to develop sales opportunities* Establish yourself as a trusted advisor to clients, while managing their expectations* Manage multiple projects and project teams to deliver exceptional client experience**Qualifications*** A minimum of 12-15 years of previous experience delivering Digital Strategies, IT Transformations. information technology integration, outsourcing, and/or management consulting services* Experience selling and delivering IT consulting services/solutions of which encompassed digital strategy, people, and process, technology and infrastructure components* Experience with ERP, CRM, financial reporting, portal, accounting systems* Industry experience in one or more of our key industries - Industrials, Life Sciences, Consumer Products, Financial Services and/or Public Sector.* Strong oral and written communication skills, including high-impact client-facing communications* Critical thinking and creative problem-solving skills, as well as the ability to apply theoretical concepts and best practices to solve business problems* Solid understanding of IT application lifecycle, IT general controls and methods* Experience with project management, business process re-engineering, business intelligence software design and implementation, ERP implementation, or merger/integrations* Experience building and maintaining client relationships and sales* Basic understanding of Data Privacy regulations* Familiarity with methodologies, tools, and approaches to support the practice* Experience with various software solutions including Microsoft Project, Visio, PowerPoint and Word* Bachelor's degree in Information Technology, Management Information Systems, Computer Science or related field and/or a technology focused MBA* Ability and willingness to travel up to 50% locally and nationally At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national #J-18808-Ljbffr
    $59k-94k yearly est. 6d ago
  • Risk Advisory Services - Senior Consultant

    UHY 4.7company rating

    Melville, NY jobs

    JOB SUMMARYThe Senior Consultant in Risk Advisory Services offers internal audit, internal controls, compliance and risk management consulting. The position is responsible for performing and leading the necessary procedures involved in planning and executing consulting engagements for clients in accordance with respective standards. The position must be able to handle more complex assignments than staff, complete the process of managing all client-related tasks , and take a lead role in developing/reviewing the work of less experienced staff. The Senior role is the bridge between the staff, who are executing the client-service related tasks, and the management, who strategizes and oversees the successful completion of efficient engagement activity and the next level of service. The Senior serves as the liaison to management and develops a broader scope of the business into a supervisory role. Engagement Execution Performs complex procedures, including substantive testing, control testing, and analytical review, to evaluate the effectiveness and efficiency of business practices Reviews workpapers, documentation, and audit evidence prepared by consulting staff for accuracy and adherence to professional standards (IIA, ISACA, GAO, AICPA, etc.) Collaborates with partners, managers, and clients to develop comprehensive engagement work plans tailored to client needs and risks Identifies key areas for audit focus, potential risks, and necessary resources Internal Controls Assessment Evaluates internal control systems and processes to identify weaknesses or deficiencies that could impact the timeliness and reliability of management information derived from the systems and processes Provides valuable insights and recommendations to clients for improving operation and financial management processes and controls Client Communication Serves as main point of contact for clients, maintaining open and professional communication to address questions, concerns, and updates Builds client relationships and maintains smooth working relationship Team Supervision Supervises and mentors staff members, providing timely feedback, guidance, and training to support staff professional development Fosters a collaborative and productive team environment Engagement Leadership Leads and manages audit engagements from planning through completion while ensuring adherence to timelines, budgets, and professional standards Delegates tasks to consulting staff members and provides guidance throughout the engagement Technical Research Stays current with evolving accounting and other professional standards, regulations, and industry trends, and applies this knowledge to engagements Researches, resolves, and documents complex accounting and auditing issues as arise Reporting and Documentation Ensures accuracy and completeness of documentation, findings, and conclusions in accordance with firm and regulatory standards Develops draft reports for review by management Continuous Improvement Engages in continuous learning and development to enhance technical skills and knowledge Participates in post-engagement reviews to assess the effectiveness of engagement execution processes and identifies areas for improvement Contributes ideas to enhance the firm's methodologies and procedures Supervisory responsibilities Will supervise subordinate team members Will coordinate with relevant client personnel to manage engagement effectively and efficiently Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Language requirement: Ukrainian Professional Fluency 3+ years of relevant experience Bachelor's degree in accounting, finance, technology, computer sciences or equivalent education or experience Knowledge of technology platforms (e.g. network, security, ERP) risks to provide client service Preferred education and experience CPA licensure or equivalent relevant certification or working toward licensure or equivalent certification Responsible for completing the minimum CPE credit requirement Internal audit, internal controls, compliance or risk management or other equivalent professional public, private or nonprofit sector services environment Experience in managing staff in an office or remote working environment Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $93k-130k yearly Auto-Apply 60d+ ago
  • Tax Experienced Senior, Core Tax Services

    BDO USA 4.8company rating

    San Jose, CA jobs

    A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, the Tax Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties: Tax Compliance: Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Manages projects by planning the tax process and the procedures to be performed with quality Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues Meets internal deadlines to match the client expectations for timely delivery of service Identifies book-to-tax differences Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity Research: Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis Applies most Firm and professional standards for preparation of WTA and tax returns ASC 740 (FAS 109 and FIN 48) Tax Accruals: Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48 Prepares provision workpapers and discusses with the appropriate team members Identify and discuss uncertain positions with team members Review & prepare footnote disclosures in compliance with 740-10-55 Utilize and manage STS Drafts tax provision memorandums Communicates with Assurance counterparts to timely plan tax accrual reviews Tax Consulting: Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Identifies consulting opportunities to reduce client's tax liability Provides efficient and effective support for client consulting projects Gathers relevant information for controversy work, efficiently and effectively Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom Strategy Development: Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits May be required to prepare studies of tax implications and offers clients alternative courses of action Other duties as required Supervisory Responsibilities: May supervise and manage the day-to-day work assignments of Core Tax Services Associates Provides verbal and written performance feedback to Core Tax Associates, as necessary Acts as mentor to Core Tax Services Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required Masters in Accountancy or Taxation, preferred Experience: Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred Industry expertise in one or more tax specialty, preferred Prior basic supervisory experience, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred Possession of other professional degrees or certifications applicable to role, preferred Software: Proficient with the Microsoft Office Suite, preferred Experience with tax research databases and tax compliance process software, preferred Other Knowledge, Skills & Abilities: Solid verbal and written communication skills Able to follow instructions as directed by members of Tax Team Able to prepare simple tax returns Takes appropriate actions without being asked Seeks advice of appropriate superiors regarding issues, problems related to compliance Ability to effectively delegate work as needed Trains other team members Strong analytical, research and critical thinking skills Able to work well in a team environment 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. California Range: $96,000 - $125,000 Colorado Range: $85,500 - $104,500 Illinois Range: $90,000 - $108,000 Maryland Range: $98,000 - $110,000 Massachusetts Range: $102,000 - $119,000 Minnesota Range: $80,000 - $95,000 New Jersey Range: $88,000 - $125,000 NYC/Long Island/Westchester Range: $115,000 - $130,000 Washington Range: $87,400 - $120,000 Washington DC Range: $105,000 - $117,000
    $115k-130k yearly Auto-Apply 40d ago
  • Tax Senior, Core Tax Services

    BDO USA 4.8company rating

    Phoenix, AZ jobs

    The Tax Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers, and working with tax software applications to complete tax returns for review. In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties: Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”). Manages projects by planning the tax process and the procedures to be performed with quality; Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers; Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues; Meets internal deadlines to match the client expectations for timely delivery of service; Identifies book-to-tax differences. Research Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis. Applies most Firm and professional standards for preparation of WTA and tax returns. ASC 740 (FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48. Prepares provision workpapers and discusses with the appropriate team members; Identifies and discusses uncertain positions with team members; Reviews & prepares footnote disclosures in compliance with 740-10-55. Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes. Identifies consulting opportunities to reduce client's tax liability; Provides efficient and effective support for client consulting projects; Gathers relevant information for controversy work, efficiently and effectively; Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom. Strategy Development Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. May be required to prepare studies of tax implications and offers clients alternative courses of action. Other duties as required Supervisory Responsibilities: May supervise and manage the day-to-day work assignments of Core Tax Services Associates Provides verbal and written performance feedback to Core Tax Associates, as necessary Acts as mentor to Core Tax Services Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required Masters in Accountancy or Taxation, preferred Experience: Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred Industry expertise in one or more tax specialty, preferred Prior basic supervisory experience, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred Possession of other professional degrees or certifications applicable to role, preferred Software: Proficient with the Microsoft Office Suite, preferred Experience with tax research databases and tax compliance process software, preferred Language: N/A Other Knowledge, Skills & Abilities: Solid verbal and written communication skills Able to follow instructions as directed by members of Tax Team Able to prepare simple tax returns Takes appropriate actions without being asked Seeks advice of appropriate superiors regarding issues, problems related to compliance Ability to effectively delegate work as needed Trains other team members Strong analytical, research and critical thinking skills Able to work well in a team environment
    $76k-94k yearly est. Auto-Apply 7d ago
  • Sr. Business Data Consultant - Hybrid

    The Hartford 4.5company rating

    Hartford, CT jobs

    Sr Consult Bus Data Analysis - GA07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Actuarial Information Services department's Data Analysis Support team is looking for a skilled Sr. Business Data Consultant to join us. The ideal candidate will possess strong regulatory reporting knowledge and demonstrate excellent analytical and research abilities. Our team delivers statistical data from all P&C segments to both internal and external business customers. We support Enterprise Wide and Actuarial initiatives by providing expertise in data knowledge and statistical data capturing. This role is essential for ensuring timely and high-quality data reporting. To excel in this role, you will need exceptional communication skills, experience in data analysis, and strong SQL abilities to gather required statistical data from various data sources. You will engage with a diverse array of business customers, including external regulators, internal compliance teams, finance departments, and IT partners across the enterprise. This role will have a Hybrid work schedule, with the expectation of working in an office location (Hartford, CT) 3 days a week (Tuesday through Thursday). Responsibilities: + Oversee the entire process of data reporting, ensuring timely and effective communication with all stakeholders. + Conduct data analysis and profiling on premium and loss statistics + Work together with internal partners determine needs, gather requirements, and develop solutions for data assets and reporting + Collaborate with our technical team to guarantee that all provided statistical data meets or surpasses customer expectations + Offer support and consulting by addressing inquiries, investigating solutions to complex issues, and promoting open communication between multiple teams + Conduct root cause analysis on identified issues, providing assistance to resolve data quality problems. + Supports the upkeep of data mapping documents and other design artifacts that outline business requirements and transformation rules + Foster a positive work environment by exemplifying cultural values and encouraging others to promote collaboration, accountability, diversity, and continuous improvement. Qualifications: + Candidates must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position. + 6+ years of experience in business requirements or data analysis supporting the Insurance industry and data warehouse or reporting/analytic projects + Strong critical thinking skills and analytical ability + Proficient in industry standard querying tools + Proven ability to organize and manage multiple priorities in a timeline driven environment + Advanced business acumen with technical aptitude + Forward looking and focused on continuous improvement + Detail oriented with strong communication skills (both verbal and non-verbal) + Strong Insurance Product Knowledge Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $98,480 - $147,720 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice
    $98.5k-147.7k yearly 24d ago
  • Sr. Business Data Consultant - Hybrid

    The Hartford 4.5company rating

    Hartford, CT jobs

    Sr Consult Bus Data Analysis - GA07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Actuarial Information Services department's Data Analysis Support team is looking for a skilled Sr. Business Data Consultant to join us. The ideal candidate will possess strong regulatory reporting knowledge and demonstrate excellent analytical and research abilities. Our team delivers statistical data from all P&C segments to both internal and external business customers. We support Enterprise Wide and Actuarial initiatives by providing expertise in data knowledge and statistical data capturing. This role is essential for ensuring timely and high-quality data reporting. To excel in this role, you will need exceptional communication skills, experience in data analysis, and strong SQL abilities to gather required statistical data from various data sources. You will engage with a diverse array of business customers, including external regulators, internal compliance teams, finance departments, and IT partners across the enterprise. This role will have a Hybrid work schedule, with the expectation of working in an office location (Hartford, CT) 3 days a week (Tuesday through Thursday). Responsibilities: Oversee the entire process of data reporting, ensuring timely and effective communication with all stakeholders. Conduct data analysis and profiling on premium and loss statistics Work together with internal partners determine needs, gather requirements, and develop solutions for data assets and reporting Collaborate with our technical team to guarantee that all provided statistical data meets or surpasses customer expectations Offer support and consulting by addressing inquiries, investigating solutions to complex issues, and promoting open communication between multiple teams Conduct root cause analysis on identified issues, providing assistance to resolve data quality problems. Supports the upkeep of data mapping documents and other design artifacts that outline business requirements and transformation rules Foster a positive work environment by exemplifying cultural values and encouraging others to promote collaboration, accountability, diversity, and continuous improvement. Qualifications: Candidates must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position. 6+ years of experience in business requirements or data analysis supporting the Insurance industry and data warehouse or reporting/analytic projects Strong critical thinking skills and analytical ability Proficient in industry standard querying tools Proven ability to organize and manage multiple priorities in a timeline driven environment Advanced business acumen with technical aptitude Forward looking and focused on continuous improvement Detail oriented with strong communication skills (both verbal and non-verbal) Strong Insurance Product Knowledge Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $98,480 - $147,720 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
    $98.5k-147.7k yearly Auto-Apply 7d ago
  • Technology Business Consultant Senior

    FIS Capital Markets 4.4company rating

    Jay, FL jobs

    As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS? About the role: As a Technology Business Consultant, you'll contribute to a critical component of our success. You'll be working closely with clients and internal teams to deliver innovative, new solutions that meet customer needs and help advance the way the world pays, banks and invests. Please note: this is a full-time position with a required hybrid schedule in our Jacksonville location. Hours are M-F 8am - 5 pm, onsite Tuesdays, Wednesdays and Thursdays About the team: You'll be working with the Intrader Professional Services team to deliver clients excellent results for implementation and development projects. The team is made up of a combination of Project Managers, Business Analysts, and developers, all working closely together to ensure that client needs and expectations are met. The Intrader team is very experienced in the fixed income processing environment and has an excellent track record of high-quality customer service. What you will be doing: • Researching client needs, analyzing trends and best practices and creating detailed program specifications • Devising procedures to achieve greater efficiencies and solve complex technical problems. • Assessing available technologies and recommending solutions. What you will need: • Advanced knowledge of multiple end-to-end systems as well as application development. •Proficiency in business modeling and requirements definition disciplines through Unified Modeling Language (UML). • An understanding of appropriate application programming languages. Added bonus if you have: • A bachelor's in computer science or information systems or the equivalent experience. What we offer you: At FIS, you can learn, grow and make an impact in your career. Our benefits include: • Flexible and creative work environment • Diverse and collaborative atmosphere • Professional and personal development resources • Opportunities to volunteer and support charities • Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
    $81k-102k yearly est. Auto-Apply 4d ago
  • Senior Aviation Business Consultant

    GI Partners 3.3company rating

    Chicago, IL jobs

    Landrum & Brown is a global aviation consulting firm with airports at the core of our DNA. We bring passion and creativity to solve the most complex global aviation challenges with the potential to enhance the world. Serving airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. Job SummaryDo you thrive in a dynamic, fast-paced environment where your expertise drives meaningful impact? Landrum & Brown is seeking a Senior Aviation Business Consultant to play a key role in our expanding Airport Business & Finance consulting practice. Based in our Chicago, IL office, this is a unique opportunity to work on high-profile projects, collaborate with industry leaders, and make a lasting impact on the aviation sector. In this role, you will lead critical project initiatives, build and maintain strategic client relationships, and drive business growth-all while working alongside a team of dedicated professionals who are committed to innovation and excellence in aviation consulting. If you have a passion for aviation business strategy and a talent for identifying and fostering commercial opportunities, we invite you to join us in shaping the future of airports and air travel.Responsibilities & Qualifications What You'll Do: Prepare business analyses and lead tasks to support ongoing and future client assignments. Conduct aviation industry research as required to support clients and the firm. Maintain and develop internal firm proprietary databases. Prepare written reports, memorandums, and letters documenting analyses. Interact with L&B consulting staff and management at aviation clients to understand client needs and develop appropriate solutions and recommendations. Assist aviation clients in various business/commercial needs such as tenant lease negotiations, strategy and business deal development, and other advisory issues. Develop, maintain, and nurture both internal and external relationships. Establish trust and rapport by responding with urgency, integrity and pragmatism to client needs, while being cognizant of budget, scope, and other contract requirements. Support senior L&B staff and lead certain elements of proposal and marketing efforts. What You'll Bring: 6+ years of work experience in commercial/properties/financial functions at an airport, consulting firm, or other aviation company Bachelor's or Master's degree in aviation management, business, commercial development, or related fields Previous experience assisting with airport terminal concession contracts, airport rental car concession contracts, parking management contracts, airline use and lease agreements, fixed base operator contracts, and other aviation business contracts Previous experience in assisting with airport request for proposals and other procurement solicitations for airport business needs Exceptional critical thinking skills and ability to think through strategic issues and problem solve with limited direction Ability to manage numerous demanding tasks/projects under agreed upon deadlines Strong critical thinking and analytical skills applied in developing well-founded conclusions Strong written and verbal communication skills Strong analytical skills High level of proficiency with Microsoft Excel, PowerPoint, and Word. Proficiency in airport lease management software would be an asset. Additional Information Landrum & Brown is committed to pay equity. As part of that commitment, we have provided the base compensation range of $78,000 - $138,000 annually for this position and local market. We recognize that each candidate brings a unique set of skills, experience, education and competencies to the table that will be reflected in our offer. Landrum & Brown is proud to offer exciting career development opportunities. Our benefits offering includes: Medical, Dental and Vision Insurance Flexible Spending Account (FSA)/Health Savings Account (HSA) Life Insurance and Accidental Death and Dismemberment Insurance Short-Term and Long-Term Disability Voluntary Benefits such as Supplemental Life, Critical Illness and Hospital Indemnity Employee Assistance Program 401k with company matching Professional development programs #LI-Hybrid Landrum & Brown offers a comprehensive total rewards package. Our benefits may include extensive medical, disability and life insurance coverage, continuing education benefits, paid time off, employee assistance program and a retirement savings plan with company matching contributions. We encourage all candidates to explore our total rewards offering. Landrum & Brown is an equal opportunity employer, and we prohibit discrimination and harassment of any type as protected by federal, provincial, state or local laws. We celebrate diversity and are committed to creating an inclusive environment for all employees. The company and its employees are required to comply with all local health authority, legal or lawful client requirements.
    $78k-138k yearly Auto-Apply 60d+ ago
  • Sr Consultant - Business Controls (Risk Governance)

    Canadian Imperial Bank of Commerce 3.8company rating

    Chicago, IL jobs

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You'll Be Doing As a member of the US Commercial Banking Risk Governance team, you'll support the risk management activities for the Client Banking Specialist and Treasury Management teams. This will include supporting the business in the identification of controls, participating in risk assessments, leading remediation of deficiencies, writing of procedures, monitoring business processes, and reporting on business risk outcomes. This role will liaise with the second and third lines of defense on new/ changes to risk programs, gathering evidence and support during exams, and providing subject matter expertise over the processes executed by the Client Banking Specialists and Treasury Management teams. At CIBC we enable the work environment most optimal for you to thrive in your role you'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 2-3 days per week on-site, while other days will be remote. How You'll Succeed Relationship Management - Relationship manager and collaborative consultant with business partners and 2nd and 3rd Lines of Defense for all matters relating to risk management. Manage relationships at peer or director level, as well as project and initiative managers, within the assigned LOB. Represent Risk Governance on LOB initiatives. Risk Assessment/Risk Consulting - Work closely with LOB partners to proactively identify risk exposures and control gaps. Analyze and synthesize risk exposures, operational losses, root causes and control gaps. Lead the assessment and recommendation of self-assessed deficiencies to mitigate risk exposures and control gaps. Lead the Change Initiative Risk Assessment (CIRA) process ensuring all high inherent risks are identified and compliant to the CIBC CIRA process. Acts as the risk and controls Subject Matter Expert (SME), providing expert advice to Line of Business partners. Participate in business, governance and regulatory projects, typically medium to highly complex initiatives, to identify risk and control issues. Lead all Internal Audits, Compliance Exams, AML/ CEEP, and GORM Reviews for the LOB regarding audit scope review & finalization, requests for information, fieldwork support and potential deficiency management. Risk Subject Matter Expertise - Understand and communicate requirements related to fraud, AML, compliance, data, and transaction processing risks. Be able to translate risk requirements into process and controls. Identify efficiency opportunities within existing processes to ensure process Control Framework Design/Execution/Management - Understand and communicate Control Framework requirements to LOB partners to ensure awareness and understanding and impacts. Lead the completion of CIBC Control Framework requirements, including Risk and Controls Self Assessments (RCSAs), Key Regulatory Indicators (KRIs). Act as the Maintenance Officer for Operational Process Controls (OPCs), Financial Process Controls (FPCs) and Regulatory Compliance Management (RCM) controls. Develop & present Executive Reporting on the governance & controls environment of the sub LOB. Who You Are You demonstrate experience in Understanding of account openings, key product delivery processes and back office settlement/fulfillment processes. Extensive knowledge of risk management, audit & regulatory compliance principles, practices, policies and procedures. You demonstrate experience in Commercial Banking, Capital Markets or Wealth Management products and channels. You have a degree in accounting, finance, or a related field. You have minimum of 5 - 10 years experience. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $112,500 - $130,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. California residents - your privacy rights regarding your actual or prospective employment #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location IL-120 S LaSalle St Employment Type Regular Weekly Hours 40 Skills Client Service, Compliance Monitoring, Group Problem Solving, Project Management, Regulatory Compliance, Regulatory Requirements, Risk Assessments, Risk Governance, Risk Management, Work Collaboratively
    $112.5k-130k yearly Auto-Apply 22d ago
  • Audit Professional Practices Consultant - Audit Methodology

    Wilmington Trust 4.4company rating

    Buffalo, NY jobs

    THIS ROLE WILL BE HYBRID 3 DAYS/WEEK OUT OF: BUFFALO NY, BRIDGEPORT CT, WILMINGTON DE. WILL CONSIDER HYBRID CANDIATES IN NYC AND BOSTON. MUST BE WITHIN A COMMUTABLE DISTANCE OR WILLING TO RELOCATE. This role provides senior level expertise in the professional practice of internal audit methodology and change management which requires in-depth internal audit, change management, and risk knowledge to oversee and advance the methodology of the Internal Audit division and ensure Internal Audit practices meet regulatory and industry requirements. Primary Responsibilities: Effective Internal Audit Practices Stay abreast of best practices, industry developments, and changing or emerging risks and consult with the audit teams to ensure their coverage as appropriate in assigned audits. Own and oversee the Internal Audit Division's Audit Methodology and Change Management programs by maintaining, enhancing, and innovating internal audit practices and expectations within the department in partnership with Internal Audit Management and Senior Leadership. Demonstrate thorough understanding of Internal Audit's methodology, provide sound advice to audit teams in their execution of audit procedures, and identify opportunities to enhance IA's methodology. Performs thorough industry research and analyzes the current environment to drive methodology changes in coordination with the Professional Practices Director and Chief Auditor. Design, maintain, and/or execute effective internal audit processes and reporting to support the operations of the division on a daily basis. This includes operational processes performed within the Professional Practices as well as the entire division and reporting provided to internal and external stakeholders. Successfully contributes to the success of the Division through partnership with peers and others in the execution of activities beyond those of primary ownership. Organize and complete work within established budgets and timeframes with minimal direction from audit management. Incorporate the use of data analytics throughout all aspects of the Professional Practices program. Inform and clearly demonstrate support for the department's strategic objectives. Leadership, Decision Making, and Communication Possess strong management and interpersonal skills, make sound decisions independently, exhibiting initiative and intuitive thinking. Proactively communicate with senior management members of the audit team and other key stakeholders throughout the organization. Build strong partnerships with stakeholders and audit team members. Demonstrates strong judgment, political astuteness, and sensitivity to cultural commitment. Developing Others Coach and mentor junior audit team members through knowledge sharing, tailoring the approach based upon their skills and experience. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities: This role operates independently within a matrix reporting environment and is responsible for ownership of one or more programs within the Professional Practices team of the Internal Audit Division. Programs of direct ownership include: Audit Methodology and Change Management. Deliverables are of high-quality, add value to the Division and the organization, which meet professional auditing standards and regulatory expectations. This position directly communicates with Senior, Middle and Line Management and External Auditors. Builds strong partnerships with business stakeholders and other audit team members. This role also requires periodic interaction with external regulatory agencies. Managerial/Supervisory Responsibilities: May provide coaching opportunities for certain audit professionals with limited responsibility for performance management, compensation planning, or other similar duties Education and Experience Required: Bachelor's degree, preferably in Accounting, Business, Finance, Technology, Cyber security, Mathematics, Statistics or other related technical field and 7 years' of relevant experience, including 2 years' of leadership experience, or in lieu of degree, 11 years' higher education and/or work experience including 2 years' managerial experience This individual must be an articulate and effective communicator, both orally and in writing, with an energetic, charismatic, and approachable style Demonstrates strong judgment, political astuteness, and sensitivity to cultural commitment. Possesses strong project management and interpersonal skills, makes sound decisions, exhibiting initiative, and critical thinking Ability to collaborate with senior management both within the Audit Division and throughout the organization to implement change effectively Specific subject matter expertise regarding internal audit methodology and applicable regulatory expectations. Education and Experience Preferred: MBA or Master's degree in an appropriate field Related certifications (CPA, CIA, CISA or similar) Financial Services Industry experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America
    $107.5k-179.1k yearly Auto-Apply 19d ago
  • Senior Lead Business Execution Consultant

    Wells Fargo 4.6company rating

    San Antonio, TX jobs

    About this role: Wells Fargo is seeking a Senior Lead Business Executive Consultant in Fraud Detection Operations team. This role will act as a Business Execution advisor to leadership to drive performance and initiatives and develop and implement information delivery or presentations to key stakeholders and senior management. In this role, you will: * Be responsible for business support to organize executive weekly and monthly business unit reviews including organizing meetings and agendas, creating executive level PowerPoint presentations, and coordinating across business leaders on content creation with a focus on measurements, data insights and storytelling by consolidating inputs from multiple groups * Coordinate and lead key priorities for Detection Operations and engage with all levels of professionals and managers across multiple lines of businesses within and outside of FCM to effectively deliver on key priorities * Manage highly complex and unique challenges using expert communication and organizational skills, and lead partners across organizations to accomplish the task * Lead standing team meetings or steering committee meetings to facilitate decision making and to support the implementation of recommendations and plans * Identify potential risks when implementing change, and develop mitigation strategies and plans * Identify, lead and implement opportunities for continuous process improvement across Detection Operations in collaboration with the broader Fraud & Claims Management team Required Qualifications: * 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 5+ years of experience conducting meetings, creating and delivering executive-level presentations, and status reporting * 3+ years of experience capturing and documenting complex business and functional requirements which may include workflows, process maps, or business processes * Experience leading projects/initiatives with high risk and complexity * Knowledge of Fraud & Claims products, processes, and procedures * Change management experience * Outstanding problem solving and decision-making skills * Experience communicating in both written and verbal formats with senior executive-level leaders * Demonstrated ability to drive organizational change and deliver results * Ability to translate complex technical concepts so that they are clearly understood in support of sound decisions * SharePoint design and reporting experience * Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills * Excellent analytical skills with high attention to detail and accuracy * Experience meeting prescribed deadlines and target goals * Excellent verbal, written, and interpersonal communication skills including addressing challenges head on and remaining calm in high-stress situations * Strong organizational, multi-tasking, and prioritizing skills * Ability to work effectively in a constantly changing team environment and across all organizational levels, where flexibility, collaboration, and adaptability are key Job Expectations: * This position will travel quarterly, up to approximately 20% of the time * This position may be located at one of the posted locations listed below and other locations will not be considered Posting End Date: 14 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $93k-118k yearly est. 7d ago
  • Senior Lead Business Execution Consultant

    Wells Fargo 4.6company rating

    San Antonio, TX jobs

    **About this role:** Wells Fargo is seeking a Senior Lead Business Executive Consultant in Fraud Detection Operations team. This role will act as a Business Execution advisor to leadership to drive performance and initiatives and develop and implement information delivery or presentations to key stakeholders and senior management. **In this role, you will:** + Be responsible for business support to organize executive weekly and monthly business unit reviews including organizing meetings and agendas, creating executive level PowerPoint presentations, and coordinating across business leaders on content creation with a focus on measurements, data insights and storytelling by consolidating inputs from multiple groups + Coordinate and lead key priorities for Detection Operations and engage with all levels of professionals and managers across multiple lines of businesses within and outside of FCM to effectively deliver on key priorities + Manage highly complex and unique challenges using expert communication and organizational skills, and lead partners across organizations to accomplish the task + Lead standing team meetings or steering committee meetings to facilitate decision making and to support the implementation of recommendations and plans + Identify potential risks when implementing change, and develop mitigation strategies and plans + Identify, lead and implement opportunities for continuous process improvement across Detection Operations in collaboration with the broader Fraud & Claims Management team **Required Qualifications:** + 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + 5+ years of experience conducting meetings, creating and delivering executive-level presentations, and status reporting + 3+ years of experience capturing and documenting complex business and functional requirements which may include workflows, process maps, or business processes + Experience leading projects/initiatives with high risk and complexity + Knowledge of Fraud & Claims products, processes, and procedures + Change management experience + Outstanding problem solving and decision-making skills + Experience communicating in both written and verbal formats with senior executive-level leaders + Demonstrated ability to drive organizational change and deliver results + Ability to translate complex technical concepts so that they are clearly understood in support of sound decisions + SharePoint design and reporting experience + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Excellent analytical skills with high attention to detail and accuracy + Experience meeting prescribed deadlines and target goals + Excellent verbal, written, and interpersonal communication skills including addressing challenges head on and remaining calm in high-stress situations + Strong organizational, multi-tasking, and prioritizing skills + Ability to work effectively in a constantly changing team environment and across all organizational levels, where flexibility, collaboration, and adaptability are key **Job Expectations:** + This position will travel quarterly, up to approximately 20% of the time + This position may be located at one of the posted locations listed below and other locations will not be considered **Posting End Date:** 14 Jan 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-510638
    $93k-118k yearly est. 7d ago
  • Senior Business Execution Consultant - Payments Transformation

    Wells Fargo 4.6company rating

    Chandler, AZ jobs

    About this role: Wells Fargo is seeking Senior Business Execution Consultants to join the Payments Change Delivery team to function as Value Stream / Capability Product Owners. This position will support a critical workstream of the Payments Transformation program to migrate from an antiquated legacy environment to a modern, AI enabled, distributed architecture ecosystem while enabling Payments Operations to transition to a target-state operating model. In this role, you will: * Define, refine, and prioritize the team backlog aligned with Program PI objectives * Write clear features for dev team to decompose into user stories, define acceptance criteria, and ensure business context * Develops Jira stories to document requirements * Collaborate closely with Dev Team partners to refine feature requirements and support translation into user stories * Work with the team to scope iteration goals and balance capacity vs. commitment * Manage the Jira backlog and ensure proper Jira hygiene * Identify opportunities to leverage capabilities across value streams * Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives * Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations * Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business * Work independently to make recommendations for support function by providing support and leadership * Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience * Collaborate and consult with team leaders in developing project plans, policies and procedures * Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners * Supports requirements definition via operational stakeholder elicitation, collaboration with Tech partners on black-box testing, and analysis of data to derive requirements * Identify cross-impacts/interdependencies and collaborate with Value Stream Leads and Capability Product Managers to manage effectively * Acts as proxy for customers and business stakeholders within the team * Ensures deliverables support capability, product, or value stream outcomes Required Qualifications: * 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 3+ years of payments, wires or operations experience preferred * Experience working in an Agile environment * Expert/Advanced Jira skills and experience maintaining Jira board hygiene * Experience acting as a product owner and/or providing production support, writing stories in Jira, and working with Scrum teams * Experience/knowledge of HV RTGS systems (Fedwire, CHIPS), Swift Network and ISO 20022 messaging standards preferred * Experience managing product backlogs and aligning stakeholders on prioritization tradeoffs * Proven ability to manage and coordinate multiple initiatives simultaneously, effectively resolving competing objectives, priorities and conflicts as they arise * Demonstrated experience leading the definition and delivery of large-scale complex and strategic initiatives from inception to implementation * Knowledge and understanding of complex IT environments: cross-functional areas, large number of interfaces and data sources * Good understanding of agile/product metrics and instrumentation * Knowledge and understanding of operational processes and operational risk management * Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important * Ability to execute in a fast-paced, high-demand, environment while balancing multiple priorities * Advanced experience in Microsoft Office Job Expectations: * Hybrid - 3 days in office expectations at one of the posted locations. Relocation assistance is not available for this role. * This role is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 11 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $87k-154k yearly 5d ago
  • Senior Business Execution Consultant - Payments Transformation

    Wells Fargo 4.6company rating

    Minneapolis, MN jobs

    About this role: Wells Fargo is seeking Senior Business Execution Consultants to join the Payments Change Delivery team to function as Value Stream / Capability Product Owners. This position will support a critical workstream of the Payments Transformation program to migrate from an antiquated legacy environment to a modern, AI enabled, distributed architecture ecosystem while enabling Payments Operations to transition to a target-state operating model. In this role, you will: * Define, refine, and prioritize the team backlog aligned with Program PI objectives * Write clear features for dev team to decompose into user stories, define acceptance criteria, and ensure business context * Develops Jira stories to document requirements * Collaborate closely with Dev Team partners to refine feature requirements and support translation into user stories * Work with the team to scope iteration goals and balance capacity vs. commitment * Manage the Jira backlog and ensure proper Jira hygiene * Identify opportunities to leverage capabilities across value streams * Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives * Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations * Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business * Work independently to make recommendations for support function by providing support and leadership * Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience * Collaborate and consult with team leaders in developing project plans, policies and procedures * Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners * Supports requirements definition via operational stakeholder elicitation, collaboration with Tech partners on black-box testing, and analysis of data to derive requirements * Identify cross-impacts/interdependencies and collaborate with Value Stream Leads and Capability Product Managers to manage effectively * Acts as proxy for customers and business stakeholders within the team * Ensures deliverables support capability, product, or value stream outcomes Required Qualifications: * 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 3+ years of payments, wires or operations experience preferred * Experience working in an Agile environment * Expert/Advanced Jira skills and experience maintaining Jira board hygiene * Experience acting as a product owner and/or providing production support, writing stories in Jira, and working with Scrum teams * Experience/knowledge of HV RTGS systems (Fedwire, CHIPS), Swift Network and ISO 20022 messaging standards preferred * Experience managing product backlogs and aligning stakeholders on prioritization tradeoffs * Proven ability to manage and coordinate multiple initiatives simultaneously, effectively resolving competing objectives, priorities and conflicts as they arise * Demonstrated experience leading the definition and delivery of large-scale complex and strategic initiatives from inception to implementation * Knowledge and understanding of complex IT environments: cross-functional areas, large number of interfaces and data sources * Good understanding of agile/product metrics and instrumentation * Knowledge and understanding of operational processes and operational risk management * Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important * Ability to execute in a fast-paced, high-demand, environment while balancing multiple priorities * Advanced experience in Microsoft Office Job Expectations: * Hybrid - 3 days in office expectations at one of the posted locations. Relocation assistance is not available for this role. * This role is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 11 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $87k-154k yearly 5d ago
  • Senior Business Execution Consultant - Payments Transformation

    Wells Fargo 4.6company rating

    Minneapolis, MN jobs

    **About this role:** Wells Fargo is seeking Senior Business Execution Consultants to join the Payments Change Delivery team to function as Value Stream / Capability Product Owners. This position will support a critical workstream of the Payments Transformation program to migrate from an antiquated legacy environment to a modern, AI enabled, distributed architecture ecosystem while enabling Payments Operations to transition to a target-state operating model. **In this role, you will:** + Define, refine, and prioritize the team backlog aligned with Program PI objectives + Write clear features for dev team to decompose into user stories, define acceptance criteria, and ensure business context + Develops Jira stories to document requirements + Collaborate closely with Dev Team partners to refine feature requirements and support translation into user stories + Work with the team to scope iteration goals and balance capacity vs. commitment + Manage the Jira backlog and ensure proper Jira hygiene + Identify opportunities to leverage capabilities across value streams + Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives + Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations + Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business + Work independently to make recommendations for support function by providing support and leadership + Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience + Collaborate and consult with team leaders in developing project plans, policies and procedures + Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners + Supports requirements definition via operational stakeholder elicitation, collaboration with Tech partners on black-box testing, and analysis of data to derive requirements + Identify cross-impacts/interdependencies and collaborate with Value Stream Leads and Capability Product Managers to manage effectively + Acts as proxy for customers and business stakeholders within the team + Ensures deliverables support capability, product, or value stream outcomes **Required Qualifications:** + 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + 3+ years of payments, wires or operations experience preferred + Experience working in an Agile environment + Expert/Advanced Jira skills and experience maintaining Jira board hygiene + Experience acting as a product owner and/or providing production support, writing stories in Jira, and working with Scrum teams + Experience/knowledge of HV RTGS systems (Fedwire, CHIPS), Swift Network and ISO 20022 messaging standards preferred + Experience managing product backlogs and aligning stakeholders on prioritization tradeoffs + Proven ability to manage and coordinate multiple initiatives simultaneously, effectively resolving competing objectives, priorities and conflicts as they arise + Demonstrated experience leading the definition and delivery of large-scale complex and strategic initiatives from inception to implementation + Knowledge and understanding of complex IT environments: cross-functional areas, large number of interfaces and data sources + Good understanding of agile/product metrics and instrumentation + Knowledge and understanding of operational processes and operational risk management + Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important + Ability to execute in a fast-paced, high-demand, environment while balancing multiple priorities + Advanced experience in Microsoft Office **Job Expectations:** + Hybrid - 3 days in office expectations at one of the posted locations. Relocation assistance is not available for this role. + This role is not eligible for Visa sponsorship **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 11 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-499623
    $87k-154k yearly 60d+ ago
  • Senior Lead Business Execution Consultant

    Wells Fargo Bank 4.6company rating

    Chandler, AZ jobs

    About this role: Wells Fargo is seeking a Senior Lead Business Executive Consultant in Fraud Detection Operations team. This role will act as a Business Execution advisor to leadership to drive performance and initiatives and develop and implement information delivery or presentations to key stakeholders and senior management. In this role, you will: Be responsible for business support to organize executive weekly and monthly business unit reviews including organizing meetings and agendas, creating executive level PowerPoint presentations, and coordinating across business leaders on content creation with a focus on measurements, data insights and storytelling by consolidating inputs from multiple groups Coordinate and lead key priorities for Detection Operations and engage with all levels of professionals and managers across multiple lines of businesses within and outside of FCM to effectively deliver on key priorities Manage highly complex and unique challenges using expert communication and organizational skills, and lead partners across organizations to accomplish the task Lead standing team meetings or steering committee meetings to facilitate decision making and to support the implementation of recommendations and plans Identify potential risks when implementing change, and develop mitigation strategies and plans Identify, lead and implement opportunities for continuous process improvement across Detection Operations in collaboration with the broader Fraud & Claims Management team Required Qualifications: 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 5+ years of experience conducting meetings, creating and delivering executive-level presentations, and status reporting 3+ years of experience capturing and documenting complex business and functional requirements which may include workflows, process maps, or business processes Experience leading projects/initiatives with high risk and complexity Knowledge of Fraud & Claims products, processes, and procedures Change management experience Outstanding problem solving and decision-making skills Experience communicating in both written and verbal formats with senior executive-level leaders Demonstrated ability to drive organizational change and deliver results Ability to translate complex technical concepts so that they are clearly understood in support of sound decisions SharePoint design and reporting experience Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Excellent analytical skills with high attention to detail and accuracy Experience meeting prescribed deadlines and target goals Excellent verbal, written, and interpersonal communication skills including addressing challenges head on and remaining calm in high-stress situations Strong organizational, multi-tasking, and prioritizing skills Ability to work effectively in a constantly changing team environment and across all organizational levels, where flexibility, collaboration, and adaptability are key Job Expectations: This position will travel quarterly, up to approximately 20% of the time This position may be located at one of the posted locations listed below and other locations will not be considered Posting End Date: 14 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $87k-111k yearly est. 3d ago

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