Senior Associate jobs at OCC

- 385 jobs

Senior Associate, Credit Project Management & Reporting
The Options Clearing Corporation 4.9
Senior associate job at OCC
IS NOT ELIGIBLE FOR VISA SPONSORSHIP* What You'll Do: As a member of OCC's Credit Risk Management team, you will help safeguard OCC from counterparties who exhibit elevated credit risks. Associate Principals are responsible, identifying, developing, measuring, monitoring, reporting, and enhancing processes that monitor thresholds and trends of various risks and exposures introduced to OCC by clearing members, banks, and other critical counterparties. Senior Associates utilize a strong technical and analytical skillset to assist Credit Department with its projects and reporting. Maintain a general understanding of the risks present within the clearing industry and/or the participating financial entities, including broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities. Primary Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. * Support CORE team with analysis of ongoing creditworthiness of counterparties and escalate issues requiring enhanced surveillance to department management and internal working groups so appropriate actions can be taken. * Support CORE team with analytical solutions to assist with financial statement analysis, including identifying levels and trends in key metrics and ratios. * Collaborate with IT and other internal teams to design and implement advanced scalable data analytics solutions to identify and analyze causal links and meaningful relationships (e.g., correlations, distributions, percentiles). Includes centralizing data from multiple sources to automated front end visual reporting/dashboards. * Work closely with department management on projects, cross-department collaboration, and mentoring of colleagues. * Support CORE team with critical, time-sensitive, and/or complex counterparty inquiries requiring data collection or analysis. * Support system, data, and risk methodology development, assist reviewing data and risk methodologies during annual reviews * Develop, maintain, enhance, and adhere to written policies and procedures * Participate in procedure-related control testing activities and identify opportunities for improving the control environment Supervisory Responsibilities: * None Qualifications: The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions. * Demonstrated analytical and problem-solving skills and the ability to work in a collaborative environment * Familiarity with financial statements, brokerage statements, and accounting records * General knowledge of the financial services industry, including the financial, market, liquidity and operational risks of broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities * General understanding of securities markets, derivatives, and option trading strategies * Track record of independently managing and successfully completing high visibility projects * Excellent organization skills - must be detail oriented * Strong verbal and written communication skills, with proven ability to work and converse with executive level management * Strong Mathematical skills and financial acumen * Comfortable working in a customer service-oriented environment and addressing questions from both OCC colleagues and OCC counterparties, engaging users to understand issues and identify root causes, escalating incidents to appropriate teams, collaborating with others to ensure timely resolution and user satisfaction. * Ability to work well under pressure with multiple priorities and time-sensitive deadlines Technical Skills: * Intermediate-to Advanced in Microsoft Office, including Excel experience using lookups and pivot tables to perform data analysis, and comfortable developing PowerPoint presentations * Intermediate- to-Advanced SQL, including the ability to write and edit queries to assist with mining and visualizing data from multiple sources. * Experience using data visualization software (e.g., Tableau, Power BI) * Familiarity with data stack applications such as Snowflake and code versioning in Github * Coding experience with (e.g., Python, R, VBA macros) required * Intermediate-to-Advanced quantitative, analytical, problem solving skills, including the ability to accumulate, organize, and assimilate large amounts of information. * Familiarity using Bloomberg and/or S&P Global Market Intelligence, and the technical ability to connect these tools to Excel preferred Education and/or Experience: * Bachelor's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) or equivalent work experience required * 4+ years of data analytics experience or relevant financial services industry experience * Master's degree or progress towards a Master's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) preferred Certificates or Licenses: * Desire to earn, or progress towards, a CFA or FRM certification About Us The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at *************** Benefits A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include: * A hybrid work environment, up to 2 days per week of remote work * Tuition Reimbursement to support your continued education * Student Loan Repayment Assistance * Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely * Generous PTO and Parental leave * 401k Employer Match * Competitive health benefits including medical, dental and vision Visit ************************************************ for more information. Compensation * The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education. * In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer. * We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on ********************** * All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed. Salary Range $71,500.00 - $106,300.00 Incentive Range 6% to 10% This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance. Step 1 When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location. For more information about OCC, please click here. OCC is an Equal Opportunity Employer
$71.5k-106.3k yearly Auto-Apply 4d ago
Penetration Tester - Senior Associate
RSM Us LLP 4.4
Chicago, IL 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 are looking for candidates residing in Chicago, Houston, Iowa City, and Cleveland! RSM is seeking an experienced application penetration tester with expertise in both manual and automated testing to join our Security and Privacy Risk Consulting group. The ideal candidate will have a strong understanding of various testing methodologies and tools, as well as a passion for uncovering vulnerabilities and identifying potential security risks. This position will play a critical role in helping our clients prevent, detect, and respond to security threats affecting their critical systems and data. As a member of the Security, Privacy, and Risk Consulting team, you will help provide application security testing for our clients. Our team's goal is to empower both development and security teams with accurate security findings at the highest standards of quality in order to identify and eliminate risk across our clients' application portfolios. Join our team of more than 150 professionals dedicated to serving the cybersecurity needs of our diverse client base within a variety of industries. Qualifications: • BS in Computer Science, Engineering, or related field or equivalent work experience • Expert in web security, possessing extensive knowledge of vulnerabilities, along with the ability to identify and exploit them effectively. • 3+ years of experience in code review, application security testing, or web application development • Excellent written and verbal communication skills • Strong scripting skills (e.g. Python, Ruby, Perl) • Experience with cloud platforms, such as AWS, and knowledge of cloud security best practices • Familiarity with development technologies like Docker, CDK, Terraform, Java, Python, React, GraphQL, Javascript, JSON, REST, etc. • Must possess a high degree of integrity and confidentiality, as well as the ability to adhere to both company policies and best practices • Technical background in application development, networking/system administration, security testing, or related fields • Experience with both static application security testing (SAST) and dynamic application security testing (DAST) using various tools and techniques • Preferred, but not required - one or more relevant certifications such as Offensive Security Web Assessor (OSWA), Offensive Security Web Expert (OSWE), Offensive Security Certified Professional (OSCP), Burp Suite Certified Practitioner, or AWS Certified Security Specialist. Responsibilities: • Perform security assessments, including static and dynamic application security testing • Conduct manual penetration testing on web applications, network devices, and other systems • Collaborate with our clients in a fast-paced environment across many technology stacks and services, including cloud platforms and development technologies • Develop, enhance, and interpret security standards and guidance • Demonstrate and promote security best practices, including secure development and cloud security • Assist with the development of remediation recommendations for identified findings • Identify and clearly articulate (written and verbal) findings to senior management and clients • Help identify improvement opportunities for assigned clients • Stay up-to-date with the latest security trends, technologies, and best practices • Work effectively within a team, fostering collaboration and open communication to deliver successful outcomes • Supervise and provide engagement management for other staff working on assigned engagements 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, click here. 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: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$85.1k-161.7k yearly 1d ago
Senior Associate, Private Equity Independence
RSM 4.4
Illinois 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. The PE Independence Senior Associate assists with managing risk to the Firm regarding independence requirements of regulatory bodies including the Securities Exchange Commission, Public Accounting Oversight Board and American Institute of Certified Public Accountants. The position is a member of the National Office of Ethics and Independence team, assisting engagement teams with compliance with independence policies, including assistance with policy development, performing the initial evaluation of engagement specific independence consultations, and assisting the personal independence team with consultations. This position is a member of the centralized team providing independence monitoring support to engagement teams serving clients with complex organization structures. Relocation is not required. This role will sit 100% remote. Strong preference for candidates who reside in the Central or Eastern time zones.Responsibilities: At the direction and under the supervision of Independence team management performing the initial “triage” of incoming requests for guidance in independence matters from engagement personnel, including the assessment of the applicable independence rule set(s) and level of the matter's complexity Develop and grow personal knowledge and skills related to independence rules. Assist supervisor with development and presentation of independence related training, tools and guidance Other National Office of Risk Management related projects, as needed Required Qualifications: 2-3+ years' experience in public accounting (required) Basic knowledge of the impact of regulatory controls on business conditions (required) Acts to make things better by making deliberate attempts to add value. Seeks information from supervisor for guidance on consultative approach (required) Organizational and prioritization skills (required) Able to adapt quickly to changes in regulatory environment, industry and the firm (required) Ability to respond positively to changing circumstances, identification of potential change to drive business improvement (required) Ability to work collaboratively with the independence team and engagement teams (required) Proactive in requesting and providing feedback (required) Preferred Qualifications: Exposure to independence considerations in professional practice or in a National Office role (preferred) Experience working with Private Equity clients (preferred) CPA (preferred) Learning to escalate issues (preferred) 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, click here. 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: $77,700 - $147,400 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$77.7k-147.4k yearly Auto-Apply 60d+ ago
Senior Associate, Risk Consulting Internal Audit (Trust/Wealth Management)
RSM 4.4
Chicago, IL 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. As a senior associate in RSM's growing trust/wealth management internal audit practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and trust/wealth management industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In internal audit we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, and various other members of management tasked with managing risk. Our consultants assist our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure. Key Responsibilities Contributions to Firm Culture Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members Maintain a positive attitude and a strong work ethic Conduct yourself in a professional manner Work collaboratively with others and show an interest in learning from more experienced team members developing less seasoned team members Develop meaningful relationships with team members Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions Client Experience Continue to grow your trust/wealth management industry knowledge and learn about clients that we serve in the middle market. Leverage your understanding to become your clients' trusted advisor. Interact with client process owners and external stakeholders while executing your role Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment Prepare initial drafts and follow-ups on client request lists Draft narratives and perform initial identification of controls Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team Identify issues in the testing performed, such as deficiencies, observations, and recommendations Understand the purpose and objectives of internal/external project status updates and provide relevant inputs Proactively make oneself aware of white papers, webinars, and live events that are available to clients Talent Experience Challenge yourself to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment Proactively seek out opportunities to learn from team members, build a coaching/mentoring network and take advantage of training opportunities to continually expand skills and leadership capability Maintain willingness to give and receive candid feedback in both written and verbal form. Commit to self-development in response to constructive feedback received Support recruiting efforts by understanding and promoting the RSM brand Business Development Stay current on recent events pertaining to your respective clients and related industries Participate in relevant industry associations and learning/development events to start building industry perspective and contacts Build an internal network and become aware of other services provided by the firm Position Qualifications Bachelor's or Master's Degree At least 3 years' experience working with the trust/wealth management industry as a practitioner or consultant Qualified to pursue a job relevant certification (e.g., CIA, CFIRS) Ability to travel to meet client needs and work collaboratively with others in-person and remotely Openness to workday flexibility, agility, remote work environment, leveraging new tools Effective communication skills, both verbally and in writing Effective time management and prioritization skills About RSM RSM's vision is to be the first-choice advisor to middle market leaders globally. You will work directly with clients, key decision makers and business owners across various industries and geographies to deliver a top quality client experience. RSM is a diverse and inclusive place where you will work as part of a team while being valued as an individual, mentored as a future leader, and recognized for your accomplishments. 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, click here. 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: $77,700 - $146,900 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$77.7k-146.9k yearly Auto-Apply 60d+ ago
Senior Associate, HR Analytics & HRIS
The Options Clearing Corporation 4.9
Senior associate job at OCC
IS NOT ELIGIBLE FOR VISA SPONSORSHIP* The HRIS & HR Analytics function is a critical part of the Human Resources team and is responsible for the development and execution of a strategy for operational excellence across HR. This role will partner with all HR functions, including Organizational Development, Talent Acquisition, Talent Management, Total Rewards and Diversity & Inclusion, as well as other departments across the firm, to support key departmental initiatives and company objectives. In addition, they will be responsible for continuous improvement of our HRIS systems, fulfilling HR reporting needs, help to build a data analytics practice and overseeing our payroll procedure. Primary Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. * In partnership with Director, HRIS & HR Analytics, act as a liaison between HR, organizational stakeholders, and IT, to coordinate the execution of key projects and departmental initiatives * Address roadblocks to deliver enhancements aligned with HR's strategic direction * In partnership with Director, HRIS & HR Analytics, execute various reporting and analytics tasks, including fulfilling report requests from the business and producing the monthly CHRO reporting package * Coordinate and help execute HR analytics dashboards across all practice areas of HR (CHRO, OD, TM, TW and TA) * Conduct a business analysis of HR data, taking data exports across all areas of HR and analyzing the information * Execute research and analysis of best practices with HRIS and Analytics * System Administration and execution of Metrics that Matter. Create reporting and analyze data to tell the story of Organizational Development * Execute HR's portion of the payroll process, enforcing established deadlines and ensuring the necessary and appropriate audits are completed prior to providing to Finance for processing * Manage and build strong stakeholder relationships with the ability to keep stakeholders engaged, responsible and proactive in working toward planned goals and objectives, while connecting the dots across the various HR functions * Assist Director, HRIS & HR Analytics with updating polices and procedures, business continuity activities and other ad hoc projects * Act as a departmental change agent to proactively identify and drive opportunities for continuous improvement, process optimization and system enhancements to support business strategies and operational needs * Complete Ad hoc projects and requests as needed by Director, HRIS & HR Analytics, Executive Director, OD or CHRO. Supervisory Responsibilities * None Qualifications & Experience The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions. * [Required] Ability to effectively analyze and interpret data to clearly convey meaningful insights * [Required] Strong prioritization skills and attention to detail; ability to handle multiple, time-sensitive projects while focusing on high quality of work; juggles competing deadlines effectively * [Required] Thinks multiple steps ahead; prepares for potential problems and escalates issues when appropriate * [Required] Strong communication skills and the ability to build relationships with peers and leadership * [Required] Desire to change the status quo, challenge assumptions and embrace ambiguity * [Required] Ability to work in a confidential environment * [Required] Knowledge of HR functions and business processes (Talent Acquisition, Compensation, Benefits, Learning & Development, etc.) * 3+ years of relevant work experience Technical Skills: * [Required] HRIS Experience * [Required] Workday reporting experience * [Required] Proficiency with Microsoft Office products; Word, Excel and PowerPoint * [Preferred] Advanced experience with excel Certifications * None Education & Training * [Required] Bachelor's degree in Human Resource Management or other related field * [Required] 3+ years of relevant work experience * [Required] Data analysis experience About Us The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at *************** Benefits A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include: * A hybrid work environment, up to 2 days per week of remote work * Tuition Reimbursement to support your continued education * Student Loan Repayment Assistance * Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely * Generous PTO and Parental leave * 401k Employer Match * Competitive health benefits including medical, dental and vision Visit ************************************************ for more information. Compensation * The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education. * In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer. * We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on ********************** * All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed. Salary Range $79,000.00 - $98,300.00 Incentive Range 6% to 10% This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance. Step 1 When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location. For more information about OCC, please click here. OCC is an Equal Opportunity Employer
$79k-98.3k yearly Auto-Apply 9d ago
Consumer Credit Risk Sr. Associate
Banco Santander Brazil 4.4
Austin, TX jobs
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Consumer Credit Risk Sr. Associate is responsible for risk analysis and independent oversight of credit quality of assigned portfolios. They are responsible for all aspects of credit quality including compliance with requirements of regulators and internal control and will recommend opportunities and proposed resolutions for improved efficiency, effectiveness, and/or risk reduction for the department. * Ensures adherence to the policies and procedures established by the company. Manages policy, standard definition and monitoring of policy, standard implementation, ensuring harmonization and consistency of risk policies. * Monitors and manages risk/exposure and compliance with the company's policies. Identifies, manages and reports on the company's risk areas. * Evaluates the adequacy and effectiveness of data, document retention, and monitors systems. * Oversees and ensures consistent quality control, accuracy, and compliance with internal policies and regulatory requirements for reporting processes. * Ensures and executes ongoing maintenance of controls, mitigation plans, testing, and/o credit risk assessments. * Partners with the accountable business owner for effective 1st and 2nd line of defense Risk Management and Controls. * Provides oversights on risk-management content/processes What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Education: Bachelor's Degree or equivalent work experience. * Work Experience: 9+ years in Credit RIsk in the Banking or Financial Services Industry. * Advanced Proficiency with SQL, Python and Power BI required. * Advanced knowledge of the operational, accounting, credit, regulatory, market and technological risks within Financial Industry. * Demonstrated knowledge of credit policies and procedures, regulations and applicable law(s). * Demonstrated credit analysis skills for understanding/tracking counter party performance and market risk & modeling skills for evaluating trade positions and the related counter party risk exposures. * Demonstrated track record interacting with the regulators, external and internal audit. * Superior project management skills. * Excellent written and verbal communication. * Ability to interact with all levels of management, work independently and in a team environment. Certifications: * No Certifications listed for this job. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $101,250.00 USD Maximum: $185,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$101.3k-185k yearly Auto-Apply 39d ago
Assurance Senior Associate
DHJJ 3.5
Naperville, IL jobs
Put Yourself on Track to Become a Principal in Our Firm. A great client experience begins with a great employee experience. As part of the DHJJ team, you will enjoy collaborating with your colleagues-whether in person or remotely via Microsoft Teams, working on in-depth accounting issues, and continually enhancing your skills. Plus, we enjoy having fun with each other at company outings and even during the workday! Your growth here is limitless. Who You Are: You are in pursuit of or have recently obtained your CPA license and enjoy helping clients and collaborating with your co-workers when you encounter a unique situation that requires you to research and solve a client's problem. You are looking to advance your career and help grow your firm. Responsibilities: Apply technical knowledge to prepare increasingly complex financial statement workpapers with neat and accurate work as part of a team with minimal coaching and supervision. Work independently to organize project activities and ensure tasks are completed within project scope and budget. Develop an understanding of client businesses and use this knowledge to help diagnose opportunities and suggest solutions Coach and support Associates as they learn technical skills, systems, and processes and provide opportunities to apply them Identify appropriate lessons from client interactions to contribute to the development of firm knowledge systems Develop effective working relationships with clients through responsiveness and direct communication in order to influence and motivate them. Actively participate in initiatives to recruit talented people by providing time to speak with potential candidates and use external peer network to refer potential candidates Seek opportunities to participate in the proposal development process Prepare research for Managers and Senior Managers to support article writing for sales and marketing initiatives Required Skills: Excellent communication skills Proficiency in Microsoft Office Strong sense of ownership and personal accountability Produce high-quality work under deadlines Particular attention to detail Qualifications: 3+ years of related experience DHJJ Perks: Hybrid work environment CPA exam incentives Dress for your day Flexible schedules Referral bonuses for new hires and new clients Benefits: Group health insurance offered through BCBS (Health & Dental), VSP (Vision), HealthEquity (HSA, FSA, Dependent Care FSA Employer-paid Long- and Short-Term Disability Paid parental leave Group life insurance through AICPA 12 1/2 paid holidays per year PTO policy starting at 15 days per year 401(k) Profit-Sharing Plan with discretionary 3% employer contribution Paid society memberships, training, and continuing education Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm
$75k-90k yearly est. 60d+ ago
Talent Analytics Sr. Associate
RSM 4.4
Illinois 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. Join our Talent Analytics team within the Talent Technology Center of Excellence. Here, you will be instrumental in leveraging predictive analytics to transform how we understand and manage talent across the organization. As a Senior Analyst, you will not only handle technical analysis and data modeling but also shape the future of our analytics capabilities by spearheading projects that forecast trends and outcomes. What You Will Do Leveraging HR systems and database tools, develop and deliver ad-hoc, recurring, and on-demand / self-service analysis solutions. Working with Power BI to build and maintain self-service dashboards or to craft visualizations for stakeholder presentations. Advanced Predictive Analytics & Modeling: Contribute to predictive models using machine learning and natural language processing techniques. Your work will directly contribute to strategic decision-making and enhancing our predictive analytics capabilities. Proactive Insight Generation: As a Talent Analytics Sr. Analyst it will be up to you to leverage your analysis skills to provide proactive insights to provide the business. The key to success in this role is your ability to break down complex concepts and tell a story from an analysis. Strategic Project Management: Designing, estimating, and personally executing an analysis plan based on requirements you gather from key stakeholders. In this role you will have the opportunity to lead and manage multiple strategic projects that have a real impact on business outcomes. Innovative Tool Implementation: Work closely with the Talent Systems and Technology teams to drive the adoption of cutting-edge analytics tools, optimizing them to meet evolving business needs. Problem Solving: Use analytics to solve key talent business questions and provide support for core functions by incorporating proactive outreach on trends and external benchmarking. Responsibilities Using HR systems and database tools to develop and deliver ad hoc, recurring, and on-demand / self-service analysis and data solutions. Independently or with a team, exploring and implementing new ways to take on data or technical challenges. Designing, estimating, and personally executing an analysis plan based on a high-level functional issue description or business question. Describing your own analysis and the insights you draw from it to others in HR or the business. Recommending business process or system improvements to reporting capabilities and influence system owners to incorporate changes. Peer reviewing SQL code/reporting and performing data validation as related to data acquisition for analytic purposes. Ensuring products are delivered that are audience appropriate, adhering to HR standards for data sharing and meeting the client's need accurately. Education Bachelor's degree in Computer Science, Mathematics, Management Information Systems, Data Science, Statistics, Engineering or similar from an accredited college/university (Required) Master's degree in Statistics, Mathematics, Economics, Human Resources, Operations Research, Data Science or similar from an accredited college/university (Preferred) Technical/Soft Skills Required: Minimum of 3 years using data transformation tools such as Alteryx Minimum of 3 years in using SQL to query large datasets Minimum of 2 years of solutioning, preparing, and visualizing data for non-technical stakeholders using Power BI (report creation, DAX, power query, and data modeling) Preferred: Experience using RStudio or Python for automation or data processing such as statistical modeling, machine learning, or data mining Strong analytical and quantitative problem-solving ability Excellent communication, relationship skills and a strong team player An understanding of core Human Resources functions, typical workforce management processes and related data Experience in HR related systems: Workday, Cornerstone, Qualtrics, VNDLY, ServiceNow Experience with other presentations tools such as PowerPoint and Visio Experience defining, structuring, and documenting data Experience with process documentation 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, click here. 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: $81,900 - $139,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$81.9k-139.7k yearly Auto-Apply 60d+ ago
TAS Senior Associate - Financial Due Diligence
RSM 4.4
Chicago, IL 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. RSM is looking for a Senior Associate to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice. Responsibilities: Performs financial due diligence for clients who are acquiring and divesting businesses Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements Uses various software tools as designated by the firm Interacts with the other functional areas of the practice including tax, audit and other consulting practices Required Qualifications: A bachelor's degree, ideally with a major in accounting or finance Minimum of 2 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm Excellent verbal and written communication skills Proficient with Microsoft Excel and Microsoft PowerPoint Ability to travel up to 10-15% 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 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, click here. 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: $81,400 - $153,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$81.4k-153.5k yearly Auto-Apply 60d+ ago
Valuation Services - Senior Associate
RSM 4.4
Chicago, IL 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. The Valuation Services Senior Associate serves as a key member of RSM Valuation Services Consulting team taking substantial responsibility in performing multiple business valuation and financial advisory engagements simultaneously. We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to financial analysis, business and financial modeling and forecasting, and valuations of business entities, intellectual property, intangible assets, common and preferred stock and other securities along with partnership interests, private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions and dispositions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; bankruptcy and reorganization; litigation and dispute resolution; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs. Basic Qualifications: Bachelor's Degree in Finance, Accounting or related area of study; MBA a plus 2 - 4 years of relevant experience, including financial analysis, modeling and valuation experience Proficiency in MS Office Ability to prepare detailed financial models in MS Excel and compose technical reports Excellent verbal and written communication skills Ability to work independently in an entrepreneurial work environment Ability to travel as needed or requested Observing, receiving, and otherwise obtaining information from all relevant sources for the purpose of financial reporting and value creation Prepare detailed reports utilizing value comparisons in relation to appraisal and audit findings. Report to management about value and audit results, and recommend changes in operations and financial activities. Collect and analyze data to advise on best practices, transactions, business decisions and other financial decisions for large and changing entities Preferred Qualifications: Experience working on the valuation team of a global public accounting (Big 4) or consulting firm Demonstrated ability to work independently, interface with client management, gather facts, organize data, analyze financial statements and other financial data, identify relevant issues and propose solutions Considerable experience with valuation techniques and methodologies within a business valuation firm or practice in one of more of the following areas: purchase price allocations, intangible assets, discounted cash flow, market-based approaches, option pricing models, Monte Carlo and binomial models, derivatives, impairment testing Experience conducting valuations for tax planning purposes Strong project management skills including the ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent 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, click here. 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: $73,500 - $139,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$73.5k-139.7k yearly Auto-Apply 60d+ ago
(Senior) Strategy Associate
Crypto.com 3.3
Tyler, TX jobs
What to Expect Work on high-impact and diverse projects- You will have the opportunity to advise management on emerging industry trends and key business decisions, optimize key processes, and orchestrate key initiatives. Your work will be important to our business growth and sustainability, and cover a broad spectrum of topics. Own your initiative from end to end- You get to experience the full product cycle - from conception of an idea, to product launch, and ongoing KPI monitoring. You get to see the results of your recommendations & decisions with live data reporting. You get to truly own initiatives that you help to design & continuously improve, from end to end. Learn something new every day- Most if not all projects at Crypto.com are cross-functional, meaning you will be sitting at a roundtable or brainstorming on a whiteboard with colleagues & experts from diverse backgrounds - blockchain engineering, mobile development, design, cybersecurity, customer acquisition, fraud management, banking & finance… What You'll Do In this role, you will spearhead the strategic direction of our core products including our Main App Trading, Loyalty Programs, VISA Card and Pay, among others. Below are some activities you may find yourself doing: Strategic Visionary: Assisting the Strategy team to conceptualize, execute and monitor key strategic initiatives aimed at driving commercial success Subject Matter Expertise: Develop deep subject matter expertise in Crypto CEX trading, Loyalty Program Design, Crypto Payments and other relevant domains Pricing Strategy Optimization: Developing optimal pricing strategies for our all core products (proficiency in Excel modeling and generating data-driven insights is expected) Market Research & Analysis: Developing thematic research memos to advise on market/ sub-sector strategy; Project Coordination & Management: Coordinating cross-functional projects end-to-end from timeline/ deliverable planning to tracking/ reporting; Product Development: Designing & drafting requirements for a new product or feature; Performance Evaluation & Optimization: Deciding & analyzing product KPIs and recommending improvements to drive revenue and user engagement Strategic Partnerships & Investments: Evaluating & driving strategic and investment opportunities Business Projection & Analysis: Projecting business results and engage in strategic discussions with management regarding implications & strategic pivots Overall, you will shoulder the important responsibilities of: (a) At a product level: Design & drive new features to success, (b) At a company level: Define & align business priorities with management, and (c) At an industry level: Generate insights & your own views on the market. What We Look For Below are some key traits we look for, and a list of indicators we watch out for during our screening. (Note that the list is not exhaustive, nor do we expect candidates to possess all traits at the same time.) We value the ability & drive to learn over past experience, as we believe in investing in learning of our team. Intellectual prowess & curiosity Bachelor's Degree in Business Administration, Finance or related field 1-3 years of work experience in a field requiring strong problem-solving skills, e.g., management consulting, investment banking, venture capital, equity research; Highly structured approach in thinking, analysis and output generation; Quick learner who is able to translate newly acquired knowledge into actionable insights; Proven ability to take initiative and be proactive in identifying and addressing challenges or opportunities, consistently anticipating and acting upon business needs. (Plus) Strong modeling skills; (Plus) Strong curiosity and a passion for continuous learning (Plus) Proficiency in SQL and Tableau (Plus) Track record in an extracurricular activity/ hobby, e.g., writing, arts, sports, etc.; Literacy in oral & written communication Clarity, conciseness and confidence in communication, e.g., experience communicating with senior stakeholders, public presentations and/ or teaching, a portfolio of writing samples, etc. Ownership, agility & teamwork Pursuit of excellence, always going the extra mile to level up the quality of insights and deliverables; Self-driven and organized, with a relentless focus on following through on alignments and delivering results effectively; High-level of adaptability, being able to quickly reprioritize and iterate based on latest developments; Excellent attention to detail; Collaborative approach to teamwork, demonstrated through coordinating a complex project across multiple work-streams, leading a project team, etc.; (Plus) Experience working with teams from diverse backgrounds, e.g., cross-cultural, cross-industry. #LI-Associate#LI-Remote ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.
$74k-114k yearly est. Auto-Apply 60d+ ago
Pricing Services - Senior Associate
Guggenheim Partners Investment Management 4.2
Chicago, IL jobs
Guggenheim Investments is seeking an organized and detail-oriented candidate to join its Pricing team. This position provides a unique opportunity to join a dynamic, evolving, and fast paced team. This role will directly report to the Head of Pricing & Valuation Services and gain exposure to the process behind ensuring the accuracy of portfolio valuations and adherence to the pricing policy. It will involve executing key initiatives to build new capabilities such as increased automation, enhanced reporting and compliance with changing regulatory requirements. In addition to strong multitasking and time management skills, the ideal candidate will be extremely thorough while having the confidence and communication skills to ensure work processes are completed accurately and appropriately. The position is located in the Chicago office.ResponsibilitiesKey Responsibilities Daily price change review across universe of holdings as well as providing these reports to the portfolio management teams Daily reconciliations of both the risk management system and the accounting system, making certain both systems are in sync, and updating when an override is necessary Provide select fund administrators with pricing data in order to assist them with striking a NAV for their funds Daily communication with pricing vendors on pricing challenges and querying their universe Monthly collection of vendor and dealer prices and aggregation in the pricing database Monthly participation in portfolio valuation process Daily and monthly client deliverables (pricing reports, audit inquiries, price support, leveling, financial footnotes, etc.) Receive, document, and maintain pricing support for audit purposes and historical records Monthly collection and review of internal models and aggregation of model prices in the pricing database Monthly price change review on internally modelled positions Monthly review of internal model prices versus 3rd party valuation bands Monthly participation in portfolio valuation process Daily and monthly client deliverables (pricing reports, audit inquiries, price support, financial footnotes, etc.) Receive, document, and maintain pricing support for audit purposes and historical records Onboard new 3rd party coverage for internally modelled positions Daily communication with 3rd party valuation services regarding valuation coverage and challenges Qualifications Basic Qualifications Minimum of 4+ years of experience in pricing, valuation, or financial operations within banking, asset management, or capital markets Strong analytical skills and experience with data analysis, and financial software (e.g., Bloomberg, Reuters, Excel, VBA, Python) Understanding of valuation methodologies such as mark-to-market, mark-to-model, discounted cash flow, and option pricing models Bachelor's degree in Finance, Economics, Mathematics, or a related field High attention to detail, organizational skills, and ability to manage multiple priorities under tight deadlines Excellent communication skills for presenting findings to senior management and collaborating with cross-functional teams Preferred Qualifications Deep understanding of financial instruments, including derivatives, fixed income, equities, and structured products Familiarity with relevant investment accounting standards and regulatory frameworks (e.g., ASC 820 and Rule 2a-5) Proven ability to interpret market data, assess pricing sources, and resolve valuation discrepancies Works independently and assists in training and overseeing junior team member's work output Ability to lead projects to completion and troubleshoot/resolve complex issues Experience in audit support, documentation, and responding to regulatory inquiries is a plus We are not seeking agency assistance with this position Salary Range Annual base salary between $105,000.00-$120,000.00 The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
$105k-120k yearly Auto-Apply 34d ago
Lending Product Analytics Solutions - Senior Associate
Jpmorgan Chase 4.8
Chicago, IL jobs
Are you passionate about the world of data? Don't miss this opportunity! Global Banking offers extensive industry knowledge, local expertise, and seamless global capabilities to clients, including corporations, municipalities, financial institutions, real estate investors/owners, and not-for-profit organizations. We provide a comprehensive range of financial products and services, including traditional lending products, incl. asset-based, real estate finance, and treasury services. Clients also have access to our full suite of investment banking and asset management services. Our credit, client, lending product datasets are crucial, informing our vision, driving our strategy, and being central to everything we do. Commercial Banking is revolutionizing the delivery of credit to our Clients, Front Officers and Credit Risk Officers in the Commercial Bank. As an Analytics Solutions Senior Associate, you will collaborate with various platform, product, and process owners across the Global Banking ecosystem to creatively integrate data and insights. Our goal is to provide the best experience for our customers (both internal and external) by analyzing product usage. You'll join a team culture that values diversity, inclusion, strong business outcomes, and individual growth. **Primary Responsibilities** + Analyze large, complex datasets to identify trends, patterns, and opportunities for product improvement. Translate business questions into actionable recommendations. + Design, write, and optimize SQL queries for data extraction and reporting. Develop Python scripts as needed for data processing, automation, and advanced analytics. + Build, maintain, and enhance interactive dashboards and reports using QlikSense and/or Tableau, providing real-time, meaningful insights for stakeholders. + Work closely with cross-functional teams (product managers, credit executives, UX designers) to gather requirements, deliver data solutions, and present findings to both technical and non-technical audiences. + Manage a complex portfolio of work with strong project management discipline and robust controls. + Ensure data accuracy and integrity. Document data definitions, processes, and highlight data quality gaps for technology and process improvement. + Provide training and support to end-users on dashboard usage and data interpretation. + Demonstrate credibility and responsiveness in addressing ongoing and ad-hoc requests from senior leadership. + Stay current with industry trends and best practices in data analytics and visualization, fostering a culture of innovation and leveraging the latest tools and techniques. **Required Qualifications, Capabilities, and Skills** + 3+ years of experience in data analytics, MIS, business management, consulting, or related roles + BA / BS; advanced study / quantitative focus is a plus + Experience in developing complex business analysis models by being resourceful, consulting with others and considering alternatives + Exceptional technical skills to access complex data sources to solve problems, with hands-on expertise in use of multiple business intelligence toolsets and database platforms (i.e., SQL-like languages, Alteryx, QlikSense/Tableau, Python, etc. as well as data processing platforms like Redshift, DataBricks and Starburst. + Proficiency in Microsoft Suite of products such as PowerPoint, Excel, Visio and Project + Unwavering enthusiasm with a commitment to excellence, tenacity, attention to detail, integrity, and ability to communicate to senior management are critical for this role + Collaboration and team skills with a focus on cross-group collaboration, go-getter attitude with excellent communication, project management, client partnership ability, and willingness to deliver on commitments **Preferred Qualifications, Capabilities, and Skills** + Preferably experience within banking, credit risk or lending JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $95,000.00 - $150,000.00 / year
$95k-150k yearly 60d+ ago
Senior Internal Audit Associate - Global Banking
Jpmorgan Chase 4.8
Chicago, IL jobs
We're looking for a talented Senior Associate to join our Global Banking Internal Audit team. This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence! As a Senior Associate on the Global Banking Audit Team, you will lead all aspects of the audit lifecycle including, planning, fieldwork, reporting, validation and continuous monitoring. The role is highly visible and also offers you exposure to senior executives outside of Internal Audit across the bank. **Job responsibilities** + Plan, execute and document audit activities, including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure + Work closely with global Audit colleagues in the early identification of emerging control issues and reporting them timely to Audit management and business stakeholders + Recognize the confidential nature of Internal Audit communications and access to information; you must be disciplined in protecting the confidentiality and security of information in accordance with firm policy + Partner with stakeholders, business management, other control groups (i.e. risk management, compliance, fraud prevention), external auditors, and regulators establishing strong working relationships while maintaining independence + Finalize audit findings and use judgment to provide an overall opinion on the control environment through developing recommendations to strengthen internal controls + Take ownership of self-development, including stretch assignments, to prepare for greater responsibilities and career growth, and take initiative to seek out opportunity for continued learning + Stay up to date with industry trends to identify opportunities for game changing innovations or strategic partnerships **Required Qualifications, Skills and Capabilities** + 5+ years of internal or external auditing experience or relevant experience + Bachelor's degree (or relevant financial services experience) + Experience with internal audit methodology and applying concepts in audit delivery and execution + Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner + Strong interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control partners + Strong analytical skills particularly in regard to assessing the probability and impact of an internal control weakness + Flexible to changing business priorities and ability to multitask in a constantly changing environment **Preferred Qualifications, Skills and Capabilities** + Advanced Degree in relevant discipline + Prior experience with Big 4 accounting firm and/or internal audit department in financial services industry JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $90,250.00 - $130,000.00 / year; Jersey City,NJ $99,750.00 - $145,000.00 / year
$99.8k-145k yearly 18d ago
Compliance Data Analytics - Senior Associate
Banco Santander Brazil 4.4
Dallas, TX jobs
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sr. Associate is responsible for the strategic development of metrics and analytics that the Company utilizes to identify potential hazardous transactions. The incumbent will assist in the management of all risk data used across the Finance Intelligence Unit. * Prepares and delivers statistical analysis in support of risk related projects and initiatives. * Serves as a subject matter expert in data management, data analysis, and research functions for Risk. * Provides guidance and direction to less experienced data analysts on data analysis and maintenance of data infrastructure. * Develops and/or significantly improves quantitative models and metrics to deliver prompt alerts when a risk arises. * Manages data mining activities and large data extracts to support special projects and large risk/fraud investigations. * Improves data mining, analytics and data extracts across risk databases using various data mining tools. * Performs data mining, data quality, and other business analysis that the company uses to identify potential hazardous transactions. * Collaborates with complex business units and provides compliance risk expertise and consulting for projects and initiatives with high risk to identify and mitigate regulatory risk. * Consults with business to develop corrective action plans and effectively manage change to ensure regulatory compliance. * Serves as a subject matter expert on risk/fraud policy and procedures to the business; provides direction and guidance to employees on appropriate remediation action for high risk accounts. * Develops models, metrics, and controls that the company utilizes to identify potential hazardous transactions. * Continuously evaluates operational/production analytics and systems; recommends changes to improve processes and create efficiencies * Creates documentation from results of the quantitative analysis for all high risk models. * Provides regulatory guidance as needed. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent quantitative field. - Required. Master's Degree Finance, Economics, Management Information Systems, Statistics or equivalent quantitative field. - Preferred. 9+ Years Risk analysis / aggregated data analysis - Required. 9+ Years Financial Services industry experience. - Preferred. * Technical expertise regarding risk data modeling, database design development, data mining, and segmentation techniques. * Demonstrated subject matter expertise in quantitative modeling. statistical analysis, and quantitative theory. * Demonstrated experience with large databases and database design. * Advanced knowledge of modeling techniques, statistical analysis techniques and tools, and various database architectures. * Advanced knowledge of statistics and numerical techniques. * Advanced knowledge of statistical applications within Financial Services to interpret data requests and identify data analytics opportunities. * Advanced knowledge and experience using statistical packages for analyzing data sets (Excel, Access, SPSS). * Ability to lead, influence and direct peers, subordinates and management. * Ability to make effective decision making on complex matters. * Ability to exercise stakeholder confidentiality and discretionary judgment. * Ability to adjust to new developments/changing circumstances. * Ability to interact with senior level management; experience interfacing with multiple levels of the organizational structure. * Ability to maintain and report on confidential information in an appropriate manner. * Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy. * Strong project management skills. * Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding. * Excellent written and oral communication skills. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $90,000.00 USD Maximum: $165,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$90k-165k yearly Auto-Apply 37d ago
Fintech Partnerships Product Strategy Senior Associate - Global Banking
Jpmorgan Chase 4.8
Chicago, IL jobs
Unleash your passion for fintech through business development, research, analysis, and collaboration across one of the world's most innovative financial organizations. As a Senior Fintech Partnerships Product Strategy Associate within the Global Banking team, you will unleash your passion for fintech through business development, research, analysis, and collaboration across one of the world's most innovative financial organizations. You will identify, evaluate, and execute strategic fintech partnerships that align with the bank's growth objectives and enhance our service offerings. You will conduct market research and analysis to identify emerging trends, opportunities, and potential partners in the fintech space, collaborating with cross-functional teams to ensure seamless integration and execution of partnership initiatives. **Job responsibilities** + Identify, evaluate, and execute strategic fintech partnerships that align with the bank's growth objectives and enhance our service offerings. + Conduct market research and analysis to identify emerging trends, opportunities, and potential partners in the fintech space. + Collaborate with cross-functional teams, including product, technology, and legal, to ensure seamless integration and execution of partnership initiatives. + Develop and maintain strong relationships with key stakeholders, both internally and externally, to drive strategic alignment and successful outcomes. + Support the negotiation and structuring of partnership agreements, ensuring alignment with the bank's strategic goals and compliance requirements. + Monitor and report on the performance of partnerships, providing insights and recommendations for continuous improvement and optimization. **Required qualifications, capabilities, and skills** + Minimum of 3+ years of experience in Financial Services + Minimum of 2+ years of experience in fintech, product management, corporate strategy, consulting, or a related field. + Proficient experience with business case development, data analysis, and financial modeling to support buy vs build efforts. + Understanding of the fintech landscape, including emerging technologies, market trends, and competitive dynamics. + Excellent analytical, problem-solving, and decision-making skills. + Strong communication and interpersonal skills, with the ability to influence and collaborate effectively across all levels of the organization. + Ability to work in a fast-paced, dynamic environment and manage multiple priorities simultaneously. + Creative thinker with strong story-telling skills in PowerPoint, Shorthand, Excel and internal applications **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance, Business, Economics, or a related field; MBA or advanced degree preferred. + Proven experience in managing strategic partnerships and corporate development initiatives. + Experience in business development lifecycle and partnerships management from sourcing to contracting and commercialization. + Ability to engage with external Fintech companies and other ecosystem participants, and to develop an understanding of commercial clients and their evolving needs. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $85,500.00 - $135,000.00 / year
$85.5k-135k yearly 60d+ ago
Senior Audit Associate
Pattillo, Brown & Hill, LLP 3.2
Waco, TX jobs
Benefits: 401(k) Company parties Competitive salary Dental insurance Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Wellness resources Pattillo, Brown & Hill, L.L.P. is seeking a motivated and experienced Senior Audit Associate to join our Government Assurance, Consulting & Advisory practice. In this role, you will be an important part of our team, managing the day-to-day responsibilities on government audit engagements while mentoring staff and building strong relationships with clients.This opportunity is ideal for someone with a solid foundation in public accounting who enjoys working collaboratively and is ready to grow in leadership, client service, and technical depth. We are looking for someone who ensures audit accuracy and compliance, takes pride in coaching others, and contributes to our firm's continued success. Key Responsibilities Lead the planning and execution of financial and compliance audits for local government entities Supervise and mentor audit associates, providing guidance and support throughout each engagement Maintain clear and professional communication with clients, team members, and audit leadership Ensure work is performed in compliance with professional standards, policies, and procedures Review workpapers and financial statements for completeness, accuracy, and alignment with reporting standards Build trusted relationships with client personnel and serve as a dependable resource for accounting and audit guidance Promote a collaborative, productive, and engaged team environment Stay informed on changes to government auditing standards and industry trends Qualifications Bachelor's degree in accounting or related field required CPA license preferred; candidates actively pursuing CPA certification will be considered Minimum of 2 years of public accounting experience, preferably with government or nonprofit entities Strong project management skills and the ability to balance multiple priorities Effective leadership and collaboration abilities Excellent verbal and written communication skills Technical Proficiency Proficiency in Microsoft Office applications including Excel, Word, and PowerPoint Experience with CCH ProSystem fx Engagement is helpful but not required Why PB&H?At Pattillo, Brown & Hill, we believe in innovation, integrity, and balance. These values shape how we serve our clients and how we support each other. We are a collaborative and high-performing team that enjoys what we do and celebrates our shared success. If you are looking to grow professionally and work in an environment where people care about doing great work together, we encourage you to apply. This role offers hybrid flexibility available based on performance and operational needs. Compensation: $70,000.00 - $85,000.00 per year We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$70k-85k yearly Auto-Apply 60d+ ago
CAS Senior Associate / Senior Accountant
Mowery & Schoenfeld 3.3
Lincolnshire, IL jobs
Job description Mowery & Schoenfeld, LLC is adding a Client Advisory Services (CAS) Senior Associate to our growing CAS Advisory team. Current audit associates and senior audit associates within public accounting firms are strongly preferred as their experience and client-facing polish align well with this opportunity! Our diverse client base offers a wide range of experiences and challenges. Continued professional growth and development are supported through exposure to clients of varying size and industries. This role will work directly with senior management and make a meaningful impact on the growth of our clients. Key Responsibilities Client Accounting advisory projects, including accounting remediations, implementations of new procedures, U.S. GAAP conversions, etc. Month-end close process Preparation of financial statements Client trainings on new procedures and accounting principals Preparation of financial forecasts & KPI reports Bank statement reconciliation Accounts Payable (bill entry, disbursements, manage vendor relationships, etc.) Accounts Receivable (invoice creation, cash receipts recording, etc.) Payroll accounting Retirement contributions processing Maintenance of sub-ledgers for all balance sheet accounts Accounting support or preparation of various business tax filings (1096, 1099, payroll tax, sales tax, etc.) Accounting support on annual audits and transaction projects Job requirements Our ideal candidate is a certified public accountant (CPA) or is CPA eligible, with at least 2 years of experience in accounting. In addition, the role requires: Bachelor's degree in accounting required, advanced degree a plus CPA eligibility Demonstrated analytical, organizational, interpersonal, project management, time management, written and verbal communication skills Demonstrated ability to provide exceptional client service Commitment to continuous learning Advanced proficiency in Microsoft Office, particularly Word and Excel Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain's Chicago Business. We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain's Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc. Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year. We are always looking for employees with a focus on growth, community, and superior client service to join our team. Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age. All done! Your application has been successfully submitted! Other jobs
$75k-90k yearly est. 17d ago
Senior Audit Associate
Mowery & Schoenfeld 3.3
Lincolnshire, IL jobs
Are you seeking a firm where growth and development are a priority and where relationships both within the firm and with clients are fostered? Do you wish to continue your career within public accounting getting high-visibility access to leadership and a variety of client work , but without the notoriously long hours? Mowery & Schoenfeld is industry-leading in our reduced overall hours as well as a true collaborative culture! Mowery & Schoenfeld is adding Senior Audit Associates to our growing team. In this role, you will work side-by-side with A&A managers and firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a critical member of our engagement teams, utilizing your expertise to organize and manage client engagements and projects, including the completion of engagement tasks and project components. Job requirements Our ideal candidate is a certified public accountant (CPA), or is CPA eligible, with at least 3 years of experience in public accounting. In addition, the role requires: Bachelor's degree in accounting required, Masters or advanced degree desired CPA eligibility required, CPA desired Three (3)+ busy season experience providing audit and assurance services, with at least one busy season at the senior associate or supervisor level Preferred experience within construction, manufacturing/distribution, technology and/or business combination (M&A) Demonstrated analytical, organization, interpersonal, project management, and communication skills Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. Highly developed software and Microsoft Suite skills Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain's Chicago Business. We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain's Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc. Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year. We are always looking for employees with a focus on growth, community, and superior client service to join our team. Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age. For more information on our benefits, click here: ******************************************* All done! Your application has been successfully submitted! Other jobs
$75k-90k yearly est. 17d ago
Payroll, Senior Associate
Pimco 4.9
Austin, TX jobs
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. The Sr. Payroll Associate is a key member of the HR Global Payroll team, responsible for supporting payroll processing across the Americas and Asia Pacific regions. Reporting to the VP, Global Payroll Manager, this role supports timely, accurate and compliant payroll operations for multiple countries, including system enhancements and process improvements. Primary responsibilities (including the following, other duties may be assigned) * Support the timely and accurate processing of monthly payrolls for 3-4 countries in the Asia Pacific region and operational support for payrolls in the Americas. * Perform regular data and system audits to ensure data integrity and compliance. * Collaborate with payroll team and vendors to identify system enhancements, formulate requirements and participate in testing. * Partner with cross-functional teams (HR, Accounting, Finance, IT, etc.) to identify and implement process improvements, driving operational excellence and risk mitigation. * Respond to payroll inquiries from management, employees and third party vendors in a professional and timely manner. * Assist the Payroll Manager with Workday and ADP systems projects, including business process changes and system implementations. * Stay current on payroll regulations, compliance requirements and best practices. * Provide operational support during cross-training initiatives and payroll-related projects. Qualifications * Minimum of 4+ years of HR and international payroll experience, with specific experience in U.S. and Asia Pacific payrolls. * Hands-on experience with payroll systems such as Workday Payroll, ADP Streamline and/or ADP Celergo; including exposure to system implementations and conversions. * Strong analytical, organizational and problem-solving skills, with keen attention to detail. * Self-motivated, proactive and capable of working independently in a dynamic environment. * Excellent written and verbal communication skills, with the ability to collaborate effectively across global teams. * Proficiency in Microsoft Excel (pivot tables, VLOOKUP, etc.). * Demonstrated ability to handle confidential information with discretion and professionalism. * Knowledge of payroll best practices, federal and state regulations. * Strong interpersonal skills, negotiation abilities and adaptability. * Experience with expatriate and partnership payroll administration a plus. Education and Certifications * Bachelor's degree required. * Certified Payroll Professional (CPP) or similar HR/payroll certification a plus. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate Range: $ 48.08 - $ 54.09 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$48.1-54.1 hourly Auto-Apply 37d ago