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Director jobs at Ocean Tomo - 1258 jobs

  • Director, IP Dispute Resolution (Financial Expert Practice)

    Ocean Tomo 3.7company rating

    Director job at Ocean Tomo

    Ocean Tomo offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity and problem solving. We require flexibility, dedication and initiative. In return, we provide exceptional opportunities. We are often asked to apply advanced financial and economic principles to assist in the evaluation of emerging technologies or technology-rich corporations. Ocean Tomo's Financial Expert professionals have industry leading experience across all types of disputes. We are skilled in the determination of intellectual property damages including calculations of lost profits, price erosion, unjust enrichment, and reasonable royalty. As a Director, you will focus on the daily management of these engagements; including meeting with clients and/or counsel to collect information for the creation of reports and financial analyses/models, analyzing and critiquing opposing parties' claims, management of staff and working closely with the Managing Directors of the firm. Managing complex assignments from concept through delivery Assisting with practice development efforts of the Managing Directors Identifying and converting new business opportunities Writing reports, presentations and other materials Daily management of engagements including meetings with clients and counsel Critiquing opposing parties' claims Managing analysts and associates working on the engagement Leading market, industry, company, technology and royalty rate research performed by Associates and Analysts Directing staff efforts in preparing models, reports and other activities Training staff on technical concepts Requirements: Bachelors or Masters concentrating in finance, accounting, business or economics from a highly regarded program 7 plus years of litigation consulting or intellectual property valuation experience CPA/CFA preferred Willingness to be "hands-on" manager with full responsibility for delivering high quality work product Established reputation for high-level of professional expertise Distinguished academic achievement Attention to detail and quality control Solid analytical skills, and the ability to work well in a team environment are essential High degree of professionalism, integrity and flexibility Excellent oral and written communication skills Great attitude and client presence Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes. Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity value broadly defined. As a team, we are: Innovative: Offering state of the art and proprietary services within each business we operate. Client Focused: Responding and providing a level of service exceeding expectations. Quality Obsessed: Managing all work products to a zero-error tolerance. Profit Centric: Seeking to maximize profits to our employees and investors over strategies focused on growth. Team Oriented: Working together to serve clients and build a unified firm regardless of office locale or primary practice responsibility. Inclusive: Ocean Tomo welcomes everyone, recognizing diversity as an asset for ourselves and our clients. Why Work for Us? We are an organization built upon the concept of the "team." Our culture and our work set us apart. Our people make all the difference. In addition to excellent employee benefits, some of our innovative benefits include: Hybrid work environment Incentive equity program Annual bonus plan Full reimbursement for industry exams and review courses (CPA, CFA, etc.) Partial tuition reimbursement Unlimited paid time off and paid holidays Applicants MUST submit resumes at ********************************** Local candidates preferred. Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa. Ocean Tomo, LLC and Veris Consulting, LLC are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
    $152k-225k yearly est. 60d+ ago
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  • Director, Financial Reporting and Accounting

    Midland States Bank 4.0company rating

    Effingham, IL jobs

    Director, Financial Reporting and Accounting Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $125,000-$190,000/annually Position Summary This position is a key member of the accounting team and the finance group as a whole. The Director - Financial Reporting & Accounting provides oversight and management of internal and external reporting, analyzes and implements new accounting policies and standards as required, monitors and updates existing accounting policies as the Company's business changes, and oversees accounting operations functions. Primary Accountabilities People Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment. Coaches, develops, and conducts performance management activities with direct and indirect reports. Identifies high-potential employees for advanced training and development opportunities. Effectively manages poor performers. Job Specific Supports the Chief Accounting Officer in managing external financial reporting, including preparation and review of the annual report, quarterly earnings releases, bank regulatory reports and legal entity regulatory financial reports. Prepares initial drafts of financial statements to be included in Form 10-Qs and Form 10-K, including footnotes and Management's Discussion and Analysis (MD&A). Administers and supervises the annual and quarterly preparation process conducted by other accounting personnel. Supports the finance team in the review of footnote documentation and MD&A information. Performs a detailed review of the quarterly call report and Federal Reserve reports. Supports the finance team in the preparation of monthly and quarterly financial reporting packages for management, the audit committee and the board of directors. Addresses inquiries from internal and external auditors, providing documentation that supports their needs. Plans, organizes and coordinates all activities of the general accounting function for the Corporation to ensure accurate and timely recording of accounting entries. Administers and supervises the month-end close process. Is responsible for ensuring the accuracy and adequacy of internal control documentation required for enterprise risk management. Maintains a process to ensure that all balance sheet and internal DDA accounts are reconciled on a periodic basis. Is responsible for completing annual goodwill and intangible asset impairment assessments. Stays current with new accounting and financial reporting guidance issued by the FASB, SEC and IASB when applicable. Other The role requires occasional travel for training and team meetings, and willingness to travel periodically to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree in accounting. 10+ years of experience with a financial services, multi-company organization. CPA preferred. Over seven years of significant bank accounting experience, including SEC reporting/public company experience. Working knowledge of GAAP accounting issues as they relate to the banking industry. Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence. Excellent organizational and time management skills. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT PIdc4442081f66-37***********5
    $125k-190k yearly 8d ago
  • Remote Tax Director - Corporate & Startups Practice

    Escalon Services, Inc. 4.1company rating

    Chicago, IL jobs

    A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth. #J-18808-Ljbffr
    $109k-164k yearly est. 1d ago
  • Financial Services Global Structuring - Director

    Price Waterhouse Coopers 4.5company rating

    Chicago, IL jobs

    At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the International Tax Services Generalist - CS team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects, maintaining executive-level client relations. You are crucial in driving business growth, shaping client engagements, and mentoring the future leaders, while upholding PwC's reputation for quality, integrity, and inclusion. Responsibilities Set strategic direction for technology-enabled tax advisory services Lead business development to drive growth Oversee multiple impactful projects Maintain executive-level client relationships Mentor and develop future leaders Shape the direction of client engagements Implement digitization and automation initiatives Adhere to tax regulations and standards What You Must Have Bachelor's Degree in Accounting A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study can be considered in lieu of a Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Corporate and partnership taxation knowledge Assisting financial services companies with tax impact Tax structuring of funds and financial assets Enhancing tax efficiencies of cross-border flows Developing and sustaining meaningful client relationships Leading teams to generate vision and direction Utilizing automation and digitization in tax services Evaluating and negotiating contracts Leveraging pricing tools for strategies The salary range for this position is: $150,000 - $438,000. 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: *********************************** 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. #J-18808-Ljbffr
    $150k-438k yearly 5d ago
  • VP, Financial Consultant - Roseville, CA

    Charles Schwab 4.8company rating

    Roseville, CA jobs

    Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $104k-160k yearly est. 1d ago
  • Director of Deposit Operations

    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 The Director of Deposit Operations provides senior leadership and direction to a major US Operations division, which may encompass several large, complex, or more risk intensive operations departments. The Director will be responsible for the performance and results of this critical division and ensure that the bank's strategic, transformational, and tactical objectives are being met. In addition, there is a strong emphasis on effectively running, protecting and transforming the bank to support the bank's growth and complexity, to meet regulatory and risk demands, and to meet internal and external client expectations. To be successful, the Director must be a strong communicator and collaborator, focus on a reliable and resilient production environment to support client demands, operate in a well-controlled environment with a risk mindset, effectively acquire and develop talent, embrace diversity, and appropriately build relationships and align with enterprise/Canada standards and expectations. This team is comprised of Loan and Deposit Operations. Loan Operations provides operational support to core lines of business by delivering end-to-end loan and trade operations services, including loan closing, servicing and compliance functions. Deposit Operations supports commercial and consumer banking through the delivery of item processing, debit card services, client onboarding functions, and exception processing. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How You'll Succeed * You will provide strong leadership and management that will meet strategic, transformational and tactical objectives for the division * You will effectively run, protect and transform the division to meet the bank's growth, regulatory, and complexity demands * Measure results to assess performance relative to objectives * Develop and maintain strong reporting to manage the business, including KPIs * You will lead and embrace a strong culture that includes an emphasis on communication, collaboration, process improvement, risk mindset, operational resilience, and being a champion for change * You will ensure day-to-day activities are effectively managed, including implementing and adhering to policies and procedures * Collaborate effectively with partners across TI&I and internal partners outside TI&I including, Treasury Management, all lines of business, HR, and Risk functions * Effectively manage and oversee third party vendors * Acquire and develop talent * Embrace and promote a culture of diversity and inclusion * Build strong relationships with enterprise/Canadian CIBC partners and align with appropriate enterprise standards and expectations Who You Are * You have 10+ years of management experience with the proven ability to manage a team of employees. * You can demonstrate experience in leading an operations function within a large banking organization with extensive experience in risk and control focus in loan operations. . * You're goal-oriented. You're motivated by accomplishing your goals and delivering your best to make a difference. * Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise. * You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results. * You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way. * You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because it's the right thing to do. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $150 - $175K for the Illinois 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 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-Illinois - Virtual Employment Type Regular Weekly Hours 40 Skills Business Operations, Client Facing, Communication, Executive Leadership, Leadership, Mentoring Staff, Operations Management, People Management, Process Improvements, Strategic Initiative, Strategic Initiative Management, Technical Knowledge
    $150k-175k yearly 2d ago
  • Strategic CFO for Nonprofit - Finance & Operations Leader

    Kentucky Society of Association Executives Inc. 3.5company rating

    Oak Brook, IL jobs

    A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact. #J-18808-Ljbffr
    $123k-219k yearly est. 1d ago
  • Director, Financial Planning & Analysis

    Rosendin Electric 4.8company rating

    San Jose, CA jobs

    Salary Range: $207,900.00 - $272,800.00 / yr Whether you're a recent grad or a seasoned professional, you can experience meaningful career growth at Rosendin. Enjoy a true sense of ownership as you work with a proven industry leader on some of the most exciting and high‑profile projects in the nation. We offer a wide range of job opportunities, competitive compensation, full benefits, an Employee Stock Ownership Plan and more. Why Rosendin? Since our founding over 100+ years ago, Rosendin has been driven to positively impact the communities where we live and work. We are an organization built on integrity and have a culture that empowers people, embraces diversity, and inspires everyone to do their best. As one of the largest employee‑owned electrical contractors in the United States, you will have the unique benefit of being a shareholder at a company that is experiencing tremendous growth and success. When our people succeed and fuel our success, we reward them. We'd love to have you as a shareholder! YOUR NEXT OPPORTUNITY: As the Director, FP&A (Financial Planning & Analysis), you will take ownership to establish and lead budgeting, forecasting, financial modeling, and reporting, while also supporting treasury, cash flow management, and broader finance responsibilities. This role is highly visible, working directly with the Controller and operations leadership to drive short‑ and long‑term overall business performance and financial success. You'll drive FP&A strategic direction through business‑driven insights and targeted recommendations that guide decision‑making. The ideal candidate is a collaborative and empowering people‑management leader with a proven track record of both strategic and hands‑on FP&A experience, comfortable building complex models, analyzing key performance measures, and engaging and influencing all levels within the organization-including senior executives, project managers, and other key stakeholders. WHAT YOU'LL DO: Lead development and ongoing evolution of enterprise‑wide FP&A strategy for short‑to‑long‑term budgeting, forecasting, and financial planning aligned to both functional and overall company business strategy and objectives Advise enterprise‑wide senior leadership on FP&A strategic insights and develop data‑driven business‑centered recommendations with financial implications to overall organization's key strategic initiatives and objectives Provide senior leadership consultation, deliverables, and support for anything required from board‑level activities Ensure and drive comprehensive and accurate budgeting, forecasting, financial planning, and reporting deliverables Oversee and develop enterprise‑wide variance analysis against budget/forecast, determine key performance drivers that impacted business success, and develop highly targeted data‑driven business recommendations Own development of highly complex financial models that include scenario analysis and sensitivity analysis while ensuring alignment to company‑wide strategic initiatives and priorities that drive budget‑to‑actual analysis development Drive implementation and ongoing advancement of comprehensive, insightful, and business‑focused dashboards/analytics, KPIs, and management reports Lead interconnected and collaborative partnership with Treasury to provide insightful, comprehensive, accurate and timely key deliverables that support cash‑flow forecasting, working capital management, and liquidity planning Partner with operations and project management to identify key metrics, regularly evaluate performance, and collaborate to develop opportunities for ongoing improvement Develop and deliver actionable insights and recommendations to improve short/long‑term margins and operational efficiency Enhance financial reporting processes and ensure data integrity across all systems Drive operational excellence that includes identifying opportunities for continual improvement and developing best‑in‑class policies and processes for streamlined financial planning, forecasting, and reporting cycles Establish and evolve FP&A policies, procedures, and standards that deliver highly insightful, comprehensive, and actionable results for the organization Build and continually drive high‑performing, collaborative, and agile team that partners with all stakeholders both internally and externally within the organization Serve as key liaison between Accounting and Operations to ensure alignment Support the month‑end process, including tasks and annual audits as needed Support the Accounting close department with other tasks and projects as business requires These duties and responsibilities describe the general nature and scope of work; other duties may be assigned as needed WHAT YOU'LL NEED TO BE SUCCESSFUL: Strong track record with deep domain knowledge, experience, and background in budgeting, forecasting, and financial modeling Ability to translate highly complex information into strategic actionable next steps Advanced Excel and exceptional PowerPoint/Presentation skills Advanced financial systems skills; ERP experience (Oracle) preferred Excellent verbal and written communication skills for all levels internally and externally Proven influence and advisory skills to senior executive leadership and key stakeholders Strong organizational and time‑management skills; ability to multi‑task, work independently, and meet deadlines consistently Skill to lead collaboration and partnership across all cross‑functional groups Proven track record of developing and empowering a high‑performing team Ability to handle sensitive and confidential information with discretion Passion for detail and complexity; knack for problem solving Ability to prioritize and manage multiple tasks with changing priorities Self‑motivated, proactive, and a team player WHAT YOU BRING TO US: Bachelor's degree in Finance or Accounting or related field; MBA, CPA, or CFA a plus 15+ years of Finance/FP&A experience required, with comparable experience in construction preferred 5+ years of Finance/FP&A people management experience TRAVEL: Up to 25% WORKING CONDITIONS: General work environment: sitting for long periods, standing, walking, typing, carrying, pushing, bending. Work primarily indoors with fluorescent lighting and air conditioning. Noise level usually low to medium; can be loud on the job site. Fully comply with the ADA and applicable state law, providing reasonable accommodations for qualified disabled applicants and employees. Occasional lifting up to 30 lbs. YOU Matter - Our Benefits ESOP - Employee Stock Ownership 401 K Annual bonus program based on performance, profitability, and achievement 17 PTO days per year plus 10 paid holidays Medical, Dental, Vision Insurance Term Life, AD&D Insurance, and Voluntary Life Insurance Disability Income Protection Insurance Pre‑tax Flexible Spending Plans (Health and Dependent Care) Charitable Giving Match with the Rosendin Foundation Pay Range $207,900.00 - $272,800.00 Annual The pay range for this role is what we expect to pay for candidates that meet the specified qualifications and requirements listed on this job description. Candidate pay can vary based on location, job‑related experience, skills, and education. Rosendin Electric is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. Employment decisions are considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, pregnancy or age (over 40), or any other categories protected by applicable federal, state or local law. Equal Opportunity/No Discrimination. Rosendin is an Equal Opportunity Employer. #J-18808-Ljbffr
    $207.9k-272.8k yearly 1d ago
  • Investment Director

    Legal & General Investment Management America 4.7company rating

    Chicago, IL jobs

    Therole of the Investment Director is to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. This role requires a deep understanding of the institutional investment landscape and a proven track record of successful capital raising. Responsibilities Contribute to the AUM growth of L&G's investment management business by introducing the firm's global fixed income, LDI, equity index and private markets strategies directly to institutional investors Cultivate and manage key relationships with prospective clients, fostering long‑term partnerships and enhancing L&G's reputation within the institutional investment community. Collaborate with consultants and the sales teams to identify and secure new business opportunities from institutional prospects, ensuring alignment with L&G's broader business objectives. Create and implement business plan to grow AUM of L&G strategies Communicate the advantages of unique and differentiated customized index and fixed income strategies in a highly competitive market. Respond to investor demand and in partnership with portfolio management and relationship management, create opportunities for L&G to grow market share across all strategies. Facilitate, collaborate with and influence internal L&G partners (portfolio management, trading, distribution, marketing and relationship management) to provide solutions to prospective clients and increase firm AUM. Develop deep product knowledge across investment options - including fixed income and index. This person will also have contact with the consultant community. The Investment Director must work closely will all other Investment Directors, Head of Distribution and Head of Consultant Relations to optimize efforts. Prepare as well as deliver presentations and briefings Target at least 10-15 meetings per month Qualifications Proven track record of asset raising, ideally with a institutional investment manager offering fixed income and index strategies. Proven relationship‑building skills, with a well‑established network of relationships among leading institutional investors. This includes a history of cultivating and maintaining long‑term partnerships that have contributed to business growth. Minimum of 7 years of experience in the financial services industry, with at least 5 years of direct experience in sales / distribution / client service Extensive background in finance and investment markets, including the ability to effectively interact with senior investment and research personnel on fixed income, equity markets, index/passive strategies, macroeconomics, and portfolio strategy. Private markets experience a plus Deep industry and investment knowledge and clear awareness of key issues affecting institutional investors. Ability to effectively communicate technical information of investment products and strategies to audiences with varying levels of financial sophistication (Board / Trustee, CIO, Treasurer, Portfolio Manager, and Field Consultant). Ability to work effectively in a collaborative, highly collegial, financially sophisticated, entrepreneurial, and team‑oriented environment. Strong personal characteristics of initiative, enthusiasm, commercial instinct, professionalism, integrity and creativity. Outstanding communication and presentation skills, both verbal and written. BA/BS. MBA and/or CFA preferred. Must be able and willing to travel. Strong work ethic - detail oriented and driven with a sense of accountability. Proactive with a high degree of self‑motivation. Has a competitive winning spirit. A flexible, can‑do attitude and the ability to form solid working relationships across other groups and teams. Task and project focused, can set and meet deadlines; effective at prioritizing work streams. Able to provide insights that are applicable, timely and understandable. Demonstrated ability to "see around corners" to anticipate / identify problems and opportunities. Consistently demonstrates leadership conduct by working together with peers in a mutually respectful and supportive manner to build trust relationships where ideas can be exchanged and contested constructively. Adherence to the values of integrity, excellence, teamwork and results. Ability to be an active listener. Salary Range $140,000 - $160,000 The starting salary offer will vary based on multiple factors, including but not limited to the applicant's education, job‑related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company's annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include:supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. EOE Statement As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024) #J-18808-Ljbffr
    $140k-160k yearly 3d ago
  • VP, Financial Consultant - San Ramon, CA

    Charles Schwab 4.8company rating

    San Ramon, CA jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $106k-163k yearly est. 12h ago
  • Director, Institutional Capital & Strategy

    Legal & General Investment Management America 4.7company rating

    Chicago, IL jobs

    A leading investment management firm is seeking an Investment Director to raise capital from institutional investors. The ideal candidate will have a proven track record in asset raising within fixed income and index strategies, along with extensive relationship-building skills. Responsibilities include cultivating client relationships and collaborating with teams to enhance AUM growth. Candidates should possess strong communication skills and be able to navigate the institutional investment landscape effectively. Competitive salary offered with a broad benefits package. #J-18808-Ljbffr
    $134k-179k yearly est. 3d ago
  • VP, Financial Consultant- Torrance, CA

    Charles Schwab 4.8company rating

    Torrance, CA jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $103k-162k yearly est. 12h ago
  • Director _ Corporate Tax _ Escalon Tax Practice

    Escalon Services, Inc. 4.1company rating

    Chicago, IL jobs

    What You'll Do: The Tax Director oversees the delivery of a full range of tax services in compliance with laws and regulations to multiple clients. This is a leadership position that is proactive and solution oriented, offering depth of experience to our clients in the fast‑paced world of start‑up accounting. This position reports to the Head of Escalon's Tax Practice. A successful Tax Director at Escalon has a high level of technical tax proficiency, a positive attitude, and a desire to grow as a professional; is self‑motivated and responsible possessing strong communication, interpersonal, analytic, and time‑management skills; enjoys the creative aspects of our business and is driven to find the best possible outcome for our clients. Day‑to‑Day Responsibilities also include: Build relationships and interact with clients to implement optimal income tax strategies. Deliver technical guidance on income tax implications of business decisions and transactions. Provide top level review of income tax returns. Identify and mitigate income tax risks. Collaborate with cross department internal stakeholders to generate tax revenue opportunities and support clients' tax needs. Mentor, train, and manage tax managers/staff and improve tax compliance processes. Foster a collaborative and positive team culture. Assist with M&A tax due diligence requests and other special tax projects. What You'll Bring Must Haves: Bachelor's degree in accounting or related field, and/or equivalent work experience. 12+ years in a busy, complex tax environment. CPA license or JD required. Nice to Haves: Master's degree in Taxation preferred but not required. Experience with tech start up organizations preferred but not required. Why You'll Enjoy Working at Escalon: We offer a variety of health benefits, all available on the first day of the month following employment with us, to keep you and your family feeling fit and well. Medical, Dental and Vision options Life and Disability STD/LTD 10 Paid holidays each year Flexible PTO 401K Retirement Plan Incentive compensation If you are hired at Escalon, your final base salary compensation will be determined based on several factors including, but not limited to, skill set, years of experience, and the employee's geographic location. In addition to those factors - we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer. Escalon is an equal opportunity/affirmative action employer. More about us: Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech‑enabled platform to small‑ and medium‑sized businesses (SMBs) and startups. The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. With a US‑based remote workforce and global delivery team in India, Escalon's solution fills a widening service gap in the SMB market, underpinned by (i) increasing demand for quality insights in an increasingly competitive marketplace (ii) decreasing supply of CPAs and quality in‑house talent and (iii) the cost frictions associated with scaling internal back‑office teams as businesses grow. For more information on Escalon: ************************* Since founding, the company has executed both on an organic and M&A strategy to expand service offerings and drive revenue expansion opportunity through cross‑sell/up‑sell. Before partnering with New Harbor Capital in late 2022, Escalon completed two significant acquisitions which tripled the revenue of the company and expanded the FinOps capabilities of the platform. Continued corporate development is a key value driver for the business going forward, with a highly fragmented market of service providers, often individually unable to scale due to lack of technology‑enablement and offshore capabilities. In late 2022, New Harbor Capital made a growth equity investment in Escalon Services. About New Harbor Capital New Harbor Capital is an experienced, lower middle‑market private equity firm that seeks to partner with growth‑minded, founder‑owned companies. Based out of Chicago, New Harbor Capital is committed to optimizing the growth potential of its portfolio companies while respecting their long‑term visions. The firm was founded on the belief that mutual respect and collaboration lead to successful outcomes. New Harbor recognizes the importance of finding the right partner, and the firm is committed to helping its portfolio companies and their leadership maximize both personal and financial goals. As a strategic partner, New Harbor taps into decades of experience to guide businesses through challenging economic cycles and market conditions. New Harbor Capital has raised over $750M in capital across three funds and focuses on tech‑enabled services, healthcare, and education services. #J-18808-Ljbffr
    $109k-164k yearly est. 1d ago
  • Financial Planning, Senior Director

    Oppenheimer & Co Inc. 4.7company rating

    Chicago, IL jobs

    Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professional's practice. This individual will satisfy this requirement through two major functions - partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm's financial professionals, and teams on all things related to Oppenheimer's financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position may be based at any of the following office location: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City. Responsibilities Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer's goals-based financial planning process Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes Build strong, trustworthy, value driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning Operate as a bridge to the various platforms that represent the firm's product offering such as but not limited to, Oppenheimer Asset Management, Oppenheimer Life Agency & Oppenheimer Trust Company of Delaware Qualifications Minimum of 7 years' experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies Bachelor's degree in business, finance, accounting or related field required FINRA Registration: Series 7 and 66 (or 63 and 65) required Active state life and health insurance license required Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software The ability and flexibility to travel, approx. 10-25% of the year Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time. High ethical standards geared toward putting the clients' best interest first Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure Strong working knowledge of Microsoft Office suite Strong attention to detail Compensation For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $130,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. #J-18808-Ljbffr
    $130k-150k yearly 2d ago
  • Senior Director of Financial Planning & Client Experience

    Oppenheimer & Co Inc. 4.7company rating

    Chicago, IL jobs

    A leading investment bank is seeking a Senior Director for their Financial Planning team in Chicago. The role involves engaging with financial professionals to develop business opportunities, educating them on financial planning practices, and serving as a trusted advisor to clients. With a minimum of 7 years' experience in financial services and strong presentation skills, the candidate will participate in driving client engagement. The position offers a competitive salary range between $130,000 and $150,000, reflecting experience and qualifications. #J-18808-Ljbffr
    $130k-150k yearly 2d ago
  • Insurance Operations Director: Strategy & Transformation

    Price Waterhouse Coopers 4.5company rating

    Chicago, IL jobs

    A global consulting firm is seeking an experienced Director in Insurance Operations in Chicago, Illinois. The ideal candidate will direct operations, lead business development, and foster client relationships, ensuring the optimization of service delivery and client satisfaction. This role requires at least 15 years of experience in consulting within the insurance industry, a Bachelor's degree, and the ability to mentor and develop team members. A competitive salary and a wide range of benefits are offered, including medical, dental, and 401k. #J-18808-Ljbffr
    $96k-129k yearly est. 3d ago
  • Nonprofit Canvass Director for Local PBS & NPR Station - $24/hr

    Donor Development Strategies 3.7company rating

    San Diego, CA jobs

    Donor Development Strategies (DDS) in collaboration with your local PBS & NPR station is searching for a dedicated Nonprofit Canvass Director to lead our grassroots efforts. This crucial role involves fundraising and community engagement to support public media outlets like PBS and NPR. We offer a structured 40-hour work week along with comprehensive benefits, including healthcare options, dental and vision plans, a 401(k), and Paid Time Off. Role Overview and Responsibilities The Nonprofit Canvass Director is a pivotal position where you will lead, manage, and inspire a team to meet and surpass fundraising targets. If you are passionate about public media and excel in leadership, we encourage you to apply. Field Leadership and Fundraising Lead by Example: Participate in field canvassing 4-5 days per week. Training: Implement comprehensive training for canvassing staff to ensure achievement of goals. Performance Targets: Meet and exceed minimum set quotas for fundraising and canvassing activities. Staff Management and Development Supervision: Create and implement effective training plans for new and existing staff. Accountability: Ensure staff adherence to schedules, quality standards, and professional protocols. Administrative Duties Data Management: Collect and ensure the accuracy of data related to daily operations and fundraising efforts. Resource Management: Oversee the security and confidentiality of donor contributions and reach goals in financial stewardship. Communication and Collaboration Team Engagement: Maintain open communication channels within the director team and report to the Project Manager. Professional Liaison: Represent DDS professionally in all interactions with stakeholders and team members. Preferred Qualifications and Skills Experience: Prior experience in canvassing, fundraising, organising, or leadership roles is highly desirable. Technological Proficiency: Familiarity with Microsoft Office and cloud-based storage platforms is essential. Communication: Outstanding verbal and written communication skills are necessary for public and team interaction. Organisational Skills: Strong attention to detail, exceptional time management, and multi-tasking capabilities. Work Environment and Physical Requirements Canvassing: Ability to commit to up to 5 hours of outdoor walking most days per week. Flexibility: Must be available to work Saturdays and possibly some holidays. Compensation and Benefits Salary: Competitive pay of $24.00 per hour with potential for bonuses based on fundraising success. Benefits Package: Includes healthcare, vision, dental, 401(k) with employer contributions, and Paid Time Off. Reimbursements: Mileage reimbursements at the IRS Rate for work-related driving. If you are passionate about making a difference through public media and meet these qualifications, your next career opportunity awaits with us! #J-18808-Ljbffr
    $24 hourly 4d ago
  • Principal Risk and Compliance PM(Payments)

    Veem 4.5company rating

    San Francisco, CA jobs

    Department: Product Management Reports To: SVP of Product and Engineering About the Role: The Principal Product Manager - Risk & Compliance will own the roadmap for compliance and risk‑related products and capabilities across the organization. You will collaborate cross‑functionally with Engineering, Operations, Legal, and Risk teams to design scalable systems that ensure regulatory adherence, fraud prevention, and operational excellence across global markets. This strategic role is balancing regulatory rigor with product innovation to enable compliant, efficient, and customer‑friendly payment experiences. Key Responsibilities: Thought Leadership: Stay ahead of global regulatory trends and bring innovative compliance solutions to the product roadmap Product Leadership: Define and drive the vision, strategy, and roadmap for risk and compliance products and tools (e.g., transaction monitoring, KYC/KYB, AML, sanctions screening, and fraud prevention) Regulatory Enablement: Translate complex regulatory requirements (FinCEN, Fintrac, OFAC, PSD2, AUSTRAC, etc.) into scalable product features and processes Risk Management: Partner with Risk and Compliance teams to identify key risks and implement systems to detect and mitigate them in real time Cross‑Functional Collaboration: Work closely with Engineering, Data, Legal, and Operations to deliver compliance‑by‑design solutions Vendor & Partner Management: Evaluate and manage third‑party vendors providing compliance tools or data integrations (e.g., KYC providers, transaction screening APIs) Metrics & Reporting: Establish KPIs and dashboards to monitor compliance performance, operational risk, and fraud trends Customer Experience: Ensure that compliance processes remain frictionless, balancing user experience with regulatory obligations Qualifications: Bachelor's degree in Business, Computer Science, Finance, or related field (MBA preferred) 8+ years of experience in Product Management, with at least 3+ years in risk, compliance, or fraud within payments, fintech, or financial services Deep understanding of AML/CFT, sanctions, fraud, and data privacy regulations Proven ability to deliver compliant solutions that scale across multiple markets and jurisdictions Strong technical acumen - able to work closely with engineering teams and data pipelines Excellent communication, leadership, and stakeholder management skills Experience with compliance technology (KYC, transaction monitoring, sanctions APIs, etc.) is highly desirable What We Offer: Competitive salary and equity packages Flexible working hours and a remote‑friendly culture Health, dental, and vision insurance Learning and development budget A collaborative, growth‑oriented engineering culture Why Join Us: We are committed to driving innovation in FinTech: We have disruptive technology and will continue to build new products with this in mind. We are in a growth industry: The global financial services world is booming and projections are that the boom will grow. We reward hard work and initiative: Everyone at Veem is eligible for a bonus to reward you for your effort and contributions. We are growing and will continue to grow: If you want your career to grow, this is the place to be. You want to explore new ways of doing things: You want to build on your use of AI on the job? Bring it on! So do we! 3 words…Initial Public Offering Our goal is to go public and we are offering our valued employees options packages when they join Veem. This is your opportunity to potentially hit it big! #J-18808-Ljbffr
    $108k-173k yearly est. 4d ago
  • Director, Industrial Development & Entitlements

    Prologis 4.9company rating

    Milpitas, CA jobs

    A prominent real estate firm is seeking a Director, Development in Milpitas, California. This role manages development activities for land and building projects in the SF Bay Area. The ideal candidate should have over 7 years of experience in civil engineering or construction management, strong project management skills, and the ability to lead entitlement processes successfully. Flexible travel and excellent communication skills are essential for this position. #J-18808-Ljbffr
    $134k-183k yearly est. 1d ago
  • Director, Salesforce Development

    Hightower Advisors, LLC 4.7company rating

    Chicago, IL jobs

    Posted Monday, January 5, 2026 at 6:00 AM Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Your Future Team The Director of Salesforce Development reporting to the Executive Director, Head of Software Engineering owns the operations of the Salesforce platform and manages the entire lifecycle of custom-developed Salesforce applications. They lead a team to ensure projects meet organizational goals and architectural standards. You will collaborate across departments to maintain alignment with our goals through strategic administration, design, and programming efforts. What You'll Do Lead Salesforce Development, managing the entire Salesforce ecosystem and ensuring seamless integration and performance across all teams, technologies, and platforms. Develop and implement comprehensive strategies for Salesforce solutions, ensuring alignment with organizational goals and objectives. Oversee platform administration, secure development, and high-quality documentation to drive reliable, performant releases. Stay informed about the latest technologies and industry trends, continuously seeking opportunities to enhance the Salesforce platform and improve administrative and development processes. Identify potential risks and develop mitigation strategies to ensure the successful delivery and operation of products. What You'll Bring A bachelor's degree in computer science, information technology, or a related field. 8 + years of experience in application development and architecture with expertise developing on the Salesforce platform. Proven leadership and exceptional communication skills, extensive experience managing and mentoring development teams and effectively collaborating across departments. Strong analytical and problem-solving skills to address complex technical challenges coupled with a mastery of software development methodologies, agile practices, and project management principles. What We Offer Coverage on the first day of employment for medical, dental, and vision insurance Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver) Mother's lounge onsite Flexible PTO plan Hybrid work schedule (minimum of 3 days in office) Free brand-new gym in the Chicago office 401k matching plan HSA employer contributions Student loan assistance Base salary of $175,000-$195,000 plus discretionary bonus (exact base salary amount will be dependent on experience) AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future. 200 W Madison St, Chicago, IL 60606, USA #J-18808-Ljbffr
    $175k-195k yearly 4d ago

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