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Pentegra Retirement Services jobs

- 124 jobs
  • Legal Leasing Counsel

    Federal Realty Investment Trust 4.7company rating

    Bethesda, MD job

    Federal Realty is a proven leader in the ownership, operation, development and redevelopment of premium retail real estate in the country's best markets. We consider ourselves one of the most innovative and dynamic real estate companies in the area. We encourage you to research Federal Realty to learn about our high quality community shopping centers and mixed use properties. While Federal Realty is one of the largest publicly traded real estate investment trusts in the country (as measured by the value of our assets), we function and operate as a small company. Team members with initiative and proven ability can be involved in many facets of executing Federal Realty's business plan. We encourage you to look us up on LinkedIn and follow Federal Realty. Federal Realty is currently sourcing for a business oriented attorney, with extensive retail leasing experience (office leasing experience encouraged), to join our Legal Leasing team in our corporate headquarters located in North Bethesda, MD. Legal Leasing Counsel will primarily review, draft, negotiate and manage the process of leases and supplemental lease documents from initial preparation through execution for properties across the Federal portfolio, working closely with the leasing, construction and development departments. In addition, Legal Leasing Counsel will work closely with Federal's operations team to assist in advising and documenting viable solutions to disputes. Responsibilities Review, draft, negotiate and manage the process for lease documents, secondary lease related documents and other supplemental documents from initial preparation through signing. Communicate and interact with the company's leasing, construction, development, lease administration departments, as well as tenants, their counsel and brokers. Oversee legal matters that impact Operating Properties including preparation of, or response to, default claims asserted by or against tenants; preparation of notices and letter amendments to the leases through resolution of matters/claims; research relating to property operations and use restrictions, tenant and landlord rights; and interpretation of lease language as requested. Perform legal research, as necessary, on leases and other real estate matters. Experience with review of title documents including Reciprocal Easement Agreements and other documents which affect Owner's right to develop/redevelop. Qualifications A Juris Doctorate from an accredited law school 7+ years' experience in negotiating and drafting primarily retail leases; experience with office and other real estate documents preferred. Must have strong negotiating skills and business judgment Excellent critical thinking, problem solving and decision-making skills Outstanding organizational skills, with the ability to prioritize multiple projects Proven ability to prioritize pending work and deal with time sensitive issues in an effective manner Excellent legal analysis, writing and oral communication skills Demonstrated accuracy and attention to detail Excellent interpersonal skills with the ability to establish positive relationships at all levels inside and outside the company High level of independent thinking and ethical standards High dedication to internal customer service in a fast-paced, team-oriented environment Proficient in computer systems with intermediate knowledge of Microsoft Office applications Salary Range: The typical base pay range for this role is $180,000-$215,000 per year, plus bonus. To ensure a fair and competitive offer, we consider your job-related skills, experience, relevant education, and training. Federal Realty Investment Trust is an Equal Opportunity / Affirmative Action employer. Federal values a diverse workforce and is committed to providing equal employment and advancement opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetics, sexual orientation, or protected Veteran status. Federal Realty Investment Trust does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Federal Realty Investment Trust and Federal Realty Investment Trust will not be obligated to pay a placement fee. If you are unable to submit your application online, please call ************. #J-18808-Ljbffr
    $180k-215k yearly 5d ago
  • Assurance Intern- Winter 2027

    RSM 4.4company rating

    McLean, VA job

    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. At RSM, interns work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Interns work on multiple team engagements each year, including several pieces of any particular assignment - not just one part. Working in a mutually respectful team environment helps our associates perform at their best and integrate their career with their personal life. Examples of the candidate's responsibilities include: Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related GAAP and GAAS issues Developing an understanding of the RSM audit approach and tools Assessing risks and evaluating the client's internal control structure Performing substantive tests and tests of internal controls to identify and resolve accounting or reporting issues Drafting financial statements under prescribed formats Basic Qualifications: 90 credit hours completed Working towards B.A. / B.S. degree or equivalent from accredited university Accounting Major Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations A minimum 3.0 GPA is 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 require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization. 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: $36 - $43 per hour
    $36-43 hourly Auto-Apply 33d ago
  • Property Manager

    Federal Realty Investment Trust 4.7company rating

    McLean, VA job

    Federal Realty is a proven leader in the ownership, operation, and redevelopment of high quality retail real estate in the country's best markets. We believe we are one of the most innovative and dynamic real estate companies you can work for. Interested candidates who research Federal Realty hear a lot about the high quality shopping centers and the well-respected real estate team at our core, it's the smaller intangible things that can make working at Federal so satisfying. You see, while we're one of the largest publicly traded real estate investment trusts in the country, as measured by the value of our shopping centers, we're really a very small company by most standards and we try to operate that way. That means that team members with initiative and ability can get involved in many facets of our business over the years. I encourage you to look us up on LinkedIn and follow Federal Realty Investment Trust. Federal Realty is sourcing for an experienced Property Manager to be in our Tysons, Virginia regional office who will manage the operations for a portfolio of properties that consists of the Fairfax Junction, Pike 7, Tysons Station, Idylwood, Graham Park Plaza and Chesterbrook properties. The ideal candidate will have the opportunity to utilize their experience to implement new and existing policies/procedures, set up controls and best practices within their assigned portfolio. The Property Manager will partner with the financial and strategic directors of the region to be able to enhance the portfolio's value creation. The candidate must have past retail property management experience that will enable them to be influential in the areas of operations, tenant relations, security, procurement, contract management and risk management to achieve maximum productivity and profitability while maintaining the highest level of corporate standards. This person will have the highest level of personal integrity, intelligence, and broad thinking characteristics to succeed. Responsibilities Develop and review annual property operating budgets, monitor all purchases and expenses to ensure cost effectiveness and compliance with budget parameters, prepare monthly variance reports and quarterly budget reforecast reports Create and maintain operational standards and procedures Create and implement a portfolio procurement program with effective contract management Develop and maintain positive tenant relations. Obtain tenant intel on sales and market comps Manage all controllable expenses within budget without compromising the portfolio's operational integrity Develop and implement proactive strategies to resolve property operational and compliance-related challenges within the portfolio Perform regular site inspections to assess physical property condition, compliance and overall administration Create and maintain long range capital improvements plans Determine job specifications and competitively bid all large maintenance projects and service agreements Submit all routine reports including activity reports, variance reports, property inspections, roof inspections and lighting reports in a timely manner Work cooperatively with Project Managers in Tenant Coordination and Development to expedite the completion of Landlord work, delivery of spaces to tenants and the opening of tenants for business Perform AR management via phone contacts, in person meetings and collections. Review and report status Responsible for processing all payables associated with assigned portfolio in a timely manner Oversee service providers responsible for the day-to-day operational needs of the shopping center including repair and maintenance, landscaping, housekeeping, waste removal, etc., ensuring that property standards are maintained Understand the significant issues affecting a property's performance. Implement programs or make recommendations to correct problems and enhance positive aspects of each property Qualifications Must have a minimum of 4 - 7 years' prior experience managing retail shopping centers Bachelor's Degree preferred Excellent computer skills with proficiency in MS Office software Demonstrated experience budgeting, monitoring expenses, preparing monthly management and financial reports, and processing accounts payable Previous direct responsibility for negotiating and monitoring maintenance projects and service contracts Excellent communication skills and customer focus Well organized with excellent time management skills Demonstrated ability to apply principles of logical thinking to define problems, collect pertinent data, establish facts, draw valid conclusions and initiate appropriate course of action Federal Realty Investment Trust is an Equal Opportunity / Affirmative Action employer. Federal values a diverse workforce and is committed to providing equal employment and advancement opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetics, sexual orientation, or protected Veteran status. Federal Realty Investment Trust does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Federal Realty Investment Trust and Federal Realty Investment Trust will not be obligated to pay a placement fee. If you are unable to submit your application online, please call ************.
    $51k-59k yearly est. Auto-Apply 3d ago
  • Internal Audit & SOX Risk Consulting Manager

    Rsm 4.4company rating

    Remote or Chicago, IL job

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Responsibilities: Draw upon your demonstrated technical, industry and risk advisory knowledge to become a trusted advisor to our clients within the Commercial sector; incorporate consideration for emerging risks, trends, and concepts into client service Own management level relationships, and interact with C-suite group. Drive collaboration with external stakeholders Lead risk assessment management interviews and development of internal audit plan Perform review of the deliverables including process narratives/flowcharts, risks and control gaps, suggested remediation and process improvement Lead formal closing meetings with clients to share and confirm deliverables Maintain overall responsibility for engagement economics and manage expectations around billing, monitoring, and collections Demonstrate effective delegation strategies by managing multiple clients, projects, and teams simultaneously with the goal of overseeing a book of business Business Development Participate in relevant industry associations and events to develop and/or maintain industry focus and relationships Build, maintain, and utilize your internal network to address issues timely and add value to client relationships; begin cultivating an external network with the goal of generating new business opportunities for the firm Assist in writing, developing and delivering thought leadership internally and externally Communicate effectively with prospects, assess needs, and develop clear and accurate project parameters including scoping descriptions, delivery plans, and budgets Contribute to pursuits through development of proposals and other materials Required Qualifications: Bachelor's or Master's Degree in business, accounting or related discipline Minimum of 5 years of experience in audit, internal audit or related internal control positions Job relevant certification (e.g. CPA, CIA) Preferred Qualifications: Experience leading project based work with milestones and workflow driven by objectives and defined timelines Experience supporting clients within the manufacturing industry. Proficiency in professional writing, spreadsheet, and presentation creation tools Able to work within tight deadlines and take responsibility for getting the job done in a timely manner 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 Established experience in multiple industries or subject-matter expertise in one specific industry Demonstrated success in high pressure scenarios 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: $101,000 - $203,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $101k-203k yearly Auto-Apply 60d+ ago
  • TAS Senior Associate - Financial Due Diligence

    RSM 4.4company rating

    McLean, VA job

    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 23d ago
  • Pharmacy Benefit Manager (PBM) Market Regulation Consultant

    RSM 4.4company rating

    Remote or Florida job

    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. Pharmacy Benefit Manager (PBM) Market Regulation Compliance Consultant Position is work from home (USA) Risk & Regulatory Consulting, LLC Specific Duties and Responsibilities: Assess PBM compliance with state and federal laws. Understanding of the PBM operations in relation to the pharmaceutical supply chain is essential. Evaluate PBM contracts with health plans and pharmacies to determine if they contain discriminatory or non-compliant provisions Perform comparative reviews of MAC pricing lists/contracts Conduct reimbursement methodology reviews, pharmacy audit reviews and network adequacy reviews Validate and analyze the quarterly and annual data reports Monitor PBM marketplace activities and trends Document in writing findings and reports of examinations, as needed Prepare and present training on such topics Participate in practice development activities with state and federal state agencies Requirements: Must have 5+ years of PBM operational and/or compliance/internal audit experience and prior consulting experience in healthcare, managed care, or PBM industries and working knowledge of Pharmacy Benefit Managed Care business or PBM experience Bachelor's Degree in Business, Risk Management, Accounting, Finance or applicable fields Ability to interact effectively across department lines and with all levels of management Must understand the fundamentals of the pharmaceutical supply chain, Maximum Allowable Cost (MAC) pricing, national average drug acquisition cost (NADAC) reimbursements, spread pricing, and pharmacy claims and balancing clinical, regulatory, pharmaceutical industry issues. Proficient at using Microsoft Office (Word, Excel, Access, PowerPoint, and Outlook) Effective written and oral communication skills Regulatory experience is a plus Strong analytical abilities and attention to detail Self-directed and the ability to problem solve in a positive, productive manner Strong communication skills, collaborative, adaptable to changing priorities and ability to execute on tight deadlines Strong team orientation and the ability to work with a variety of people Must be comfortable doing presentations and conducting phone calls with multiple clients and team members Travel as needed, minimal Preferred IRES Designation such as Certified Insurance Examiner, Accredited Insurance Examiner or Market Conduct Management or a certified PBM designation. Risk & Regulatory Consulting, LLC (RRC) was formerly a business segment of RSM US LLP (formerly McGladrey) until 2012 when the separate legal entity was formed. RRC is a strategic business partner with RSM providing actuarial and insurance industry consulting services to RSM clients. Risk & Regulatory Consulting, LLC (RRC) is a national, leading professional services firm dedicated to providing exceptional regulatory services to clients. With over 100 experienced insurance professionals located in 22 states, we believe RRC is uniquely positioned to serve state insurance departments. We offer services in the following regulatory areas: financial examinations, market conduct examinations, insolvency and receiverships, actuarial services and valuations, investment analysis, reinsurance expertise, market analysis and compliance, and special projects. We are a results oriented firm committed to success that builds long term relationships with our clients. RRC is managed by eight partners and our practice includes full time professionals dedicated to our regulatory clients. We are focused on listening to your needs and designing customized examination, consulting, and training solutions that address your needs. We bring multiple service lines together to provide superior and seamless service to our clients. We are committed to training our customers and our team. We have developed various comprehensive in house training programs that have been tailored to meet the needs of our regulatory clients. We offer competitive pricing, outstanding experience, credentials and references. RRC is an active participant in the NAIC, SOFE, and IRES. 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: $69,800 - $132,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $69.8k-132k yearly Auto-Apply 41d ago
  • Investment Associate, Data Center Transactions - East Region

    Prologis 4.9company rating

    Columbia, MD job

    At Prologis, we don't just lead the industry-we define it with a 1.3 billion square foot portfolio and an annual throughput of approximately $3.2 trillion. We create the intelligent infrastructure that powers global commerce, seamlessly connecting the digital and physical worlds. From agile supply chains to energy solutions, our ecosystems help your business move faster, operate smarter and grow sustainably. With unmatched scale, innovation and expertise, Prologis is a category of one-not just shaping the future of logistics but building what comes next. Job Title: Investment Associate, Data Center Transactions - East Region Company: Prologis A day in the life As an Investment Associate - Data Center Transactions, you will provide analytical and project management support to the Data Center Development Team for acquisitions, redevelopment, and development opportunities within the East region of the United States. You will play a critical role in translating strategic direction into actionable outcomes-ensuring the seamless advancement of acquisitions, redevelopments, and new developments across the data center portfolio. Key Responsibilities Collaborate with the Data Center Investment Officer to drive project flow by identifying and developing data center opportunities, including green-field land acquisition, development, and value-add redevelopments. Build and maintain key relationships with third-party vendors, including brokers, architects, contractors, and engineers, to facilitate the successful delivery of data center projects. Identify, present, and assess new investment opportunities within the data center sector, with an emphasis on capitalizing on emerging trends to deliver industry-leading returns. Lead the preparation of investment memos, feasibility studies, and other presentations for senior management and the Investment Committee. Evaluate the value and potential of data center investments or speculative development projects by creating and analyzing discounted cash flow models and proforma models. Manage and maintain proforma models for existing and future land banks designated for data center development. Building Blocks for Success Required: 3+ years of relevant experience, preferably in the real estate or construction industry, with a focus on development, finance, or project management, particularly within the data center or industrial sectors. Strong knowledge of financial and real estate concepts, such as net present values, internal rates of return, and cap rates, as well as the ability to create and modify cash flow models using Argus and Microsoft Excel. Experience in analyzing, interpreting, and creating real estate and construction documents, including but not limited to LOIs, RFPs, property offering memorandums, market reports, and contracts. Ability to travel up to 25% domestically. Preferred: Bachelor's degree in Real Estate, Finance, Civil Engineering, Construction Management, or Economics; advanced degree a plus. Familiarity with enterprise software platforms such as Yardi, Salesforce, PeopleSoft, and real estate research databases. Knowledge of data center development considerations, including power and cooling infrastructure, sustainability standards, and client operational needs. Highly organized, detail-oriented, and capable of managing multiple concurrent projects and deadlines. Strong interpersonal and communication skills; able to effectively support cross-functional teams and represent initiatives to external stakeholders. Hiring Salary Range of: $101,000 - $126,000. Salary and whole compensation package (bonus target) to be determined by the candidate's location, education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data. #LI-TA1 People First Each of us working at Prologis plays an essential role in the enduring success of our company. We value people who are decisive, courageous and adaptable. While we are one company, locations and departments operate with autonomy and accountability. Individuals take the initiative here. When you join Prologis, you work shoulder to shoulder with some of the top talent in the industry to do the best work of your career. Every employee belongs. Every employee contributes. Employees advance their careers here. As a successful global enterprise, Prologis has never lost sight of what matters most, our strong belief that our people are the most important part of our business. And because of that, we provide a generous total rewards package and take a lot of time to focus on quality management and leadership development. People come first here. All full-time roles in the US come with a robust benefits package which includes healthcare, dental, and vision insurance for employees and eligible dependents. Prologis also offers several other wellness, financial, and work/lifestyle-specific benefits. Our 401(k) retirement plan has a company match of 50% up to 12% of eligible compensation. We also offer generous PTO with a starting accrual of 22 days a year in addition to paid holidays and volunteer time. All job offers are contingent upon successful completion of background verification. Prologis is an Equal Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religions, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law. Employment Type: Full time Location: Baltimore-Columbia Office Additional Locations: Atlanta, Georgia, Columbia, Maryland
    $101k-126k yearly Auto-Apply 60d+ ago
  • Legal Counsel - Real Estate Operations

    Federal Realty Investment Trust 4.7company rating

    Bethesda, MD job

    Federal Realty is a proven leader in the ownership, operation, development and redevelopment of premium retail real estate in the country's best markets. We consider ourselves one of the most innovative and dynamic real estate companies in the area. We encourage you to research Federal Realty to learn about our high quality community shopping centers and mixed use properties. While Federal Realty is one of the largest publicly traded real estate investment trusts in the country (as measured by the value of our assets), we function and operate as a small company. Team members with initiative and proven ability can be involved in many facets of executing Federal Realty's business plan. We encourage you to look us up on LinkedIn and follow Federal Realty. Federal Realty Investment Trust is currently sourcing for a business-oriented Legal Counsel with real estate and insurance claims experience for a portfolio of properties consisting predominantly of retail shopping centers and urban lifestyle properties. The Legal Counsel acts as a business partner and adviser to business operations. Once oriented, it is expected that the Legal Counsel will work independently toward viable solutions, and may be responsible for an assigned set of operating properties. This position will serve as Counsel in our North Bethesda headquarters. Responsibilities Oversee legal matters that impact our properties including preparation of, or response to, default claims asserted by or against tenants; preparation of notices and letter amendments to the leases through resolution of matters/claims; research relating to property operations, construction, and use restrictions, and tenant and landlord rights; and interpretation of lease language as requested. Manage/supervise resolution of claims asserted by or against the Trust (other than collection and eviction related matters) including insured and uninsured litigation matters, mechanics liens, and third-party claims. Partner, counsel and advise Asset Management, Property Operations, Lease Administration and Leasing on a variety of landlord-tenant disputes. Partner, counsel and advise Property Operations and Marketing on Property Management issues and coordinate with property and asset managers as needed. Oversee risk management and property operations' insurance programs and coordinate with third-party adjusters and insurers on general liability and property management claims/suits including the evaluation thereof and coordination with adjusters/outside counsel to resolve claims/suits. Engage and manage outside counsel, as necessary. Interface with Federal's third-party environmental consultant. Manage the design, development and construction contract preparation process for our properties. Review and negotiate access agreements, easement agreements, and related documents for our properties. Review and negotiate contracts with vendors, consultants, and other third parties for Property Operations, Marketing, Accounting, Tenant Coordination, Construction, and Development, and Specialty/Temp Leasing. Prepare, update and implement corporate legal operations policies and procedures. Qualifications A Juris Doctorate from an accredited law school 7+ years' legal experience in commercial/retail real estate law Litigation or litigation management experience, a plus Proven success as a partner and adviser to business operations Ability to work cooperatively, efficiently, and collaboratively with others in a team environment Commitment to excellence and outstanding performance Demonstrated ability to take ownership of areas within scope of responsibility, prioritize and organize work effectively to meet deadlines, and remain dedicated to consistent growth and improvement A proven track record of creating effective legal strategies Must be able to take initiative and navigate independently to a viable solution Proven decision-making capabilities and sound judgement with the ability to analyze situations and information Excellent negotiating skills with the proven ability to influence and persuade others Outstanding interpersonal, verbal, and written communication skills High degree of professional ethics and integrity Experience managing a process/group Proficient in computer systems with intermediate knowledge of Microsoft Office applications Salary Range: The typical base pay range for this role is $180,000-$215,000 per year, plus bonus. To ensure a fair and competitive offer, we consider your job-related skills, experience, relevant education, and training. Federal Realty Investment Trust is an Equal Opportunity / Affirmative Action employer. Federal values a diverse workforce and is committed to providing equal employment and advancement opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetics, sexual orientation, or protected Veteran status. Federal Realty Investment Trust does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Federal Realty Investment Trust and Federal Realty Investment Trust will not be obligated to pay a placement fee. If you are unable to submit your application online, please call ************ #J-18808-Ljbffr
    $180k-215k yearly 4d ago
  • Credit Underwriter - Renewable Energy

    Farmer Mac 3.9company rating

    Washington, DC job

    Farmer Mac is looking to hire a driven, analytical, and personable individual with five (5) or more years of credit, lending, and structuring experience or three (3) or more years of relevant renewable energy experience for the position of Credit Underwriter for its Infrastructure Finance team. Team Summary Farmer Mac's Infrastructure Finance team is a fast-paced, knowledgeable, mission-oriented team lending to organizations that finance renewable energy project finance transactions, power and utility entities and broadband companies, in addition to providing wholesale lending to a select group of financial institutions. Infrastructure Finance has delivered significant growth and is a crucial business in the execution of Farmer Mac's strategic plan. The segment's focus is on deepening existing client relationships, developing new customer relationships, and diversifying the products offered to clients. Position Summary The primary responsibilities of the Credit Underwriter include underwriting new loan opportunities, writing analytical credit recommendations, running sensitivity models, and portfolio management as it pertains to the Renewable Energy segment. The Credit Underwriter will maintain power and utilities industry knowledge with an emphasis on renewable energy and help to maintain key relationships with customers and business partners. The Credit Underwriter will develop internal relationships to help conduct portfolio activities leading up to credit approval, as well as post-approval processing; and be a part of the team driving new product innovation. This role is expected to contribute immediately towards accelerating growth within Farmer Mac's Renewable Energy segment and contribute significantly to Farmer Mac's strategic objectives and initiatives. Who You Will Work With The Renewable Energy Credit Underwriter will report directly to the Senior Director - Credit Underwriting. The position holds a high level of visibility within the company and will have regular interaction with Senior Managing Director of Infrastructure Finance, Managing Director of Renewable Energy, Relationship Managers, Transaction Management, and Farmer Mac internal and external counsel. The position will also have a high degree of interaction with Farmer Mac credit committee, including the Chief Credit Officer, and Farmer Mac clients. Where and When You Will Work The position can be remote or based in Farmer Mac's Washington, DC or Johnston, IA, locations. Work outside of core hours may be required for planned and unplanned activities to complete time sensitive projects or to attend off-site meetings or events. Key Responsibilities * Primary contributor in the underwriting, portfolio management process, serving as a direct point of contact for client interaction during the underwriting and structuring phase. * Review, analyze, and assess complex transactions from a variety of counterparties across project finance space within the United States, with a focus on renewable energy. * Review and critically evaluate potential transactions including structure, key counterparties, technology, contracts, and financial projection models. * Review loan documentation and consultant reports of potential opportunities for acceptability of terms and conditions and advise on structural considerations. * Prepare and conduct credit presentations, recommending new or incremental credit exposure to the credit committee. * Work with Relationship Manager, Transaction Management, Loan Operations, and Legal to coordinate the close of transactions. * Manage an existing portfolio of borrowers, track ongoing financial performance and trends, report on covenant compliance, and ensure accurate borrower risk ratings. * Secondary contributor in preparing annual reviews with risk rating rationale, managing portfolio credit actions including amendments, waivers, and consents. * Develop and maintain knowledge of specific industries, economy, market conditions, rates, and competition. Professional Experience/Qualifications * Bachelor's degree in finance, accounting or related. * Five (5) or more years of credit underwriting experience or three (3) or more years of relevant renewable experience (e.g. development, finance, project management). * General understanding or willingness to learn specific dynamics of power industries and project finance structures. * Ability and desire to eventually handle renewable energy deal opportunities largely autonomously, including sensitizing financial models, calculating financial ratios, reviewing third-party reports and financing agreements, having awareness of power industry technologies and key participants, identifying key strengths and weaknesses, developing reasonable credit solutions, and providing credit recommendations. * Excellent skills in credit analysis, quantitative and qualitative assessments, valuation, loan underwriting, and documentation review. * Ability to work well in a team environment. * Must have strong written and verbal communication abilities. * Self-starter with strong work ethic and the ability to work on one or more tasks efficiently and effectively with minimal supervision. * Broad knowledge of risk management processes and functions. Our compensation philosophy is targeted pay positioning relative to peers, our industry, and external markets. Farmer Mac is committed to a compensation program that will enable the organization to attract, motivate, reward, and retain highly skilled and creative talent to maintain sustained long-term performance and achieve the organization's strategic business objectives. The typical base pay range for this role is $115,000 to $145,000 per year. Compensation will vary based on experience and geographic work location.
    $45k-62k yearly est. 28d ago
  • Assurance Intern - Summer 2027

    RSM 4.4company rating

    Washington, DC job

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Responsibilities: At RSM, interns work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Interns work on multiple team engagements each year, including several pieces of any particular assignment - not just one part. Working in a mutually respectful team environment helps our associates perform at their best and integrate their career with their personal life. Examples of the candidate's responsibilities include: Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related GAAP and GAAS issues Developing an understanding of the RSM audit approach and tools Assessing risks and evaluating the client's internal control structure Performing substantive tests and tests of internal controls to identify and resolve accounting or reporting issues Drafting financial statements under prescribed formats Basic Qualifications: 90 credit hours completed Working towards B.A. / B.S. degree or equivalent from accredited university Accounting Major Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations A minimum 3.0 GPA is 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 require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization. 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: $36 - $43 per hour
    $36-43 hourly Auto-Apply 23d ago
  • Audit Associate - Condominiums and Cooperatives (Hybrid)

    Wilkinguttenplan 3.8company rating

    Remote or East Brunswick, NJ job

    Established in 1983, WilkinGuttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. At WilkinGuttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program. WilkinGuttenplan is seeking an Audit Associate, either entry level or with relevant experience, to join our team. We are looking for recent college graduates or professionals with a background in condominium and cooperative accounting who bring strong organizational skills, sharp attention to detail, and the ability to work independently as well as collaboratively. In this role, you will gain hands-on experience, receive direct coaching from our skilled Audit team, and have the opportunity to grow your career while contributing to the exceptional client service that defines our firm. Responsibilities Conduct audits and provide other services to clients in the condominium/cooperative industry. Create workpapers, reports, and supporting documentation for the audit process. Prepare financial statements and footnotes. Handle both large and small engagements simultaneously. Maintain and improve client relationships through exceptional customer service. Excel in a dynamic work environment, serving multiple clients within the NY/NJ condominium/cooperative industry. Collaborate in a team environment and also work independently. Requirements Bachelor's Degree in Accounting. 1-3 years of recent and relevant accounting/audit experience for a public accounting firm, or 1-3 years in private accounting with general accounting and financial reporting experience. Experience with journal entries, navigating through general ledgers, and an understanding of financial statements. Proficient in Excel and Word (Microsoft 365 suite), comfortable with navigating and learning new technologies; knowledge of accounting systems (ProSystems, CCH) a plus. Strong communication and interpersonal skills. Organized with an ability to multi-task and can manage time appropriately. Exposure servicing closely-held businesses, real estate entities including commercial properties; condominiums cooperatives experience a plus. Benefits Why us? We offer a unique culture that emphasizes and values work/life balance including remote work flexibility! We offer a competitive salary and benefits package, including Unlimited Work Options, Unlimited PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more! For more information on our offerings please visit our website. Our collaborative work environment is strongly committed to your professional growth and success. We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm. We have a track record of ranking in the Best Place to Work NJ for the past twenty years and have won several other awards including #1 in Vault's Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms To Work For, and many more! The estimated salary range for this positions is $69,000 to $84,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you'll be recognized and rewarded based on your performance. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. We believe in equal opportunity: Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.
    $69k-84k yearly Auto-Apply 36d ago
  • Pharmacy Benefit Manager (PBM) Market Regulation Consultant

    Rsm 4.4company rating

    Remote job

    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. Pharmacy Benefit Manager (PBM) Market Regulation Compliance Consultant Position is work from home (USA) Risk & Regulatory Consulting, LLC Specific Duties and Responsibilities: Assess PBM compliance with state and federal laws. Understanding of the PBM operations in relation to the pharmaceutical supply chain is essential. Evaluate PBM contracts with health plans and pharmacies to determine if they contain discriminatory or non-compliant provisions Perform comparative reviews of MAC pricing lists/contracts Conduct reimbursement methodology reviews, pharmacy audit reviews and network adequacy reviews Validate and analyze the quarterly and annual data reports Monitor PBM marketplace activities and trends Document in writing findings and reports of examinations, as needed Prepare and present training on such topics Participate in practice development activities with state and federal state agencies Requirements: Must have 5+ years of PBM operational and/or compliance/internal audit experience and prior consulting experience in healthcare, managed care, or PBM industries and working knowledge of Pharmacy Benefit Managed Care business or PBM experience Bachelor's Degree in Business, Risk Management, Accounting, Finance or applicable fields Ability to interact effectively across department lines and with all levels of management Must understand the fundamentals of the pharmaceutical supply chain, Maximum Allowable Cost (MAC) pricing, national average drug acquisition cost (NADAC) reimbursements, spread pricing, and pharmacy claims and balancing clinical, regulatory, pharmaceutical industry issues. Proficient at using Microsoft Office (Word, Excel, Access, PowerPoint, and Outlook) Effective written and oral communication skills Regulatory experience is a plus Strong analytical abilities and attention to detail Self-directed and the ability to problem solve in a positive, productive manner Strong communication skills, collaborative, adaptable to changing priorities and ability to execute on tight deadlines Strong team orientation and the ability to work with a variety of people Must be comfortable doing presentations and conducting phone calls with multiple clients and team members Travel as needed, minimal Preferred IRES Designation such as Certified Insurance Examiner, Accredited Insurance Examiner or Market Conduct Management or a certified PBM designation. Risk & Regulatory Consulting, LLC (RRC) was formerly a business segment of RSM US LLP (formerly McGladrey) until 2012 when the separate legal entity was formed. RRC is a strategic business partner with RSM providing actuarial and insurance industry consulting services to RSM clients. Risk & Regulatory Consulting, LLC (RRC) is a national, leading professional services firm dedicated to providing exceptional regulatory services to clients. With over 100 experienced insurance professionals located in 22 states, we believe RRC is uniquely positioned to serve state insurance departments. We offer services in the following regulatory areas: financial examinations, market conduct examinations, insolvency and receiverships, actuarial services and valuations, investment analysis, reinsurance expertise, market analysis and compliance, and special projects. We are a results oriented firm committed to success that builds long term relationships with our clients. RRC is managed by eight partners and our practice includes full time professionals dedicated to our regulatory clients. We are focused on listening to your needs and designing customized examination, consulting, and training solutions that address your needs. We bring multiple service lines together to provide superior and seamless service to our clients. We are committed to training our customers and our team. We have developed various comprehensive in house training programs that have been tailored to meet the needs of our regulatory clients. We offer competitive pricing, outstanding experience, credentials and references. RRC is an active participant in the NAIC, SOFE, and IRES. 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: $69,800 - $132,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $69.8k-132k yearly Auto-Apply 43d ago
  • Temporary Senior Associate- AML Audit (Global Banks)

    Rsm 4.4company rating

    Remote job

    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. Temporary Senior Associate - AML Audit (Global Banks) RSM's AML Audit Group is seeking a skilled Senior Associate to support AML audit engagements for a global banking client. This role sits within the Third Line of Defense and focuses on consent order remediation, issue validation, and regulator-ready audit execution. The ideal candidate brings hands-on AML audit experience, strong data analysis skills, and the ability to produce high-quality deliverables aligned with regulatory expectations. Key Responsibilities Support the execution of AML audits within the Third Line of Defense, including coverage of transaction monitoring, customer due diligence (CDD), sanctions screening, and AML governance frameworks. Assist with audit activities tied to regulatory remediation and issue validation, ensuring corrective actions are tested and sustainable. Perform data-driven testing: population validation, sample selection, and transactional data analysis. Prepare clear and well-documented workpapers that support audit conclusions and regulatory expectations. Collaborate with audit managers and team members, providing subject matter insights where appropriate. Required Qualifications 3-6 years of Internal Audit experience with direct exposure to BSA/AML and sanctions at large banks or consulting firms. Experience contributing to audits involving consent orders, MRAs/MRIAs, or other regulatory enforcement actions. Strong data proficiency: SQL, ACL, Excel, Tableau, or similar tools for large dataset analysis. CAMS certification (or equivalent) preferred. Knowledge of U.S. and global AML regulatory frameworks: BSA, OFAC, FFIEC, and related guidance. Strong written and verbal communication skills; ability to contribute to regulator-ready audit documentation. Why This Role This is an excellent opportunity for an AML audit professional at the Senior Associate level to deepen their Third Line experience, work on high-visibility regulatory remediation projects, and sharpen their data-driven audit skills while supporting one of the world's leading banking institutions 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: $50 - $74 per hour
    $50-74 hourly Auto-Apply 39d ago
  • Internal Audit & SOX Manager

    Rsm 4.4company rating

    Remote or Irvine, CA job

    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 manager in RSM's growing Process Risk and Controls Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and 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 the Process Risk and Controls Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, and various other members of management tasked with managing risk. Our advisors help 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 Collaborate with colleagues across a variety of levels and disciplines to develop and deliver innovative solutions that provide value to clients Maintain agility to adapt quickly to shifting needs, demands, technology solutions, or process changes and assist others in adapting to change Nurture an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions Client Experience Leverage understanding of industry trends and business acumen to think critically about complex challenges and propose dynamic solutions Identify current and relevant industry thought leadership to share with the client Own management level relationships, and interact with C-suite group. Drive collaboration with external stakeholders Lead risk assessment management interviews and development of internal audit plan Perform review of the deliverables including process narratives/flowcharts, risks and control gaps, suggested remediation and process improvement Lead formal closing meetings with clients to share and confirm deliverables Maintain overall responsibility for engagement economics and manage expectations around billing, monitoring, and collections Demonstrate effective delegation strategies by managing multiple clients, projects, and teams simultaneously with the goal of overseeing a book of business Talent Experience Encourage colleagues to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment Manage, motivate, and mentor teams to cultivate an environment where team member capabilities are optimized and expanded Recruit, develop, and inspire future leaders of the firm through mentorship that focuses on understanding the potential and aspirations of the workforce Maintain willingness to give and receive candid feedback in both written and verbal form; Commit to self-development in response to constructive feedback received Assist with developing training content on areas of personal expertise Business Development Participate in relevant industry associations and events to develop and/or maintain industry focus and relationships Build, maintain, and utilize your internal network to address issues timely and add value to client relationships; begin cultivating an external network with the goal of generating new business opportunities for the firm Assist in writing, developing and delivering thought leadership internally and externally Communicate effectively with prospects, assess needs, and develop clear and accurate project parameters including scoping descriptions, delivery plans, and budgets Contribute to pursuits through development of proposals and other materials Position Qualifications Bachelor's or Master's Degree in business, accounting or related discipline Minimum of 5 years of experience in SOX, internal audit, external audit, or related internal control positions Job relevant certification (e.g. CPA, CIA) Preferred Qualifications Experience leading project based work with milestones and workflow driven by objectives and defined timelines Life Sciences and/or technology industry experience Proficiency in professional writing, spreadsheet, and presentation creation tools 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 Established experience in multiple industries or subject-matter expertise in one specific industry Demonstrated success in high pressure scenarios 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: $101,000 - $203,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $101k-203k yearly Auto-Apply 60d+ ago
  • Credit Underwriter - Renewable Energy

    Federal Agricultural Mortgage Corporation 3.9company rating

    Washington, DC job

    Farmer Mac is looking to hire a driven, analytical, and personable individual with five (5) or more years of credit, lending, and structuring experience or three (3) or more years of relevant renewable energy experience for the position of Credit Underwriter for its Infrastructure Finance team. Team Summary Farmer Mac's Infrastructure Finance team is a fast-paced, knowledgeable, mission-oriented team lending to organizations that finance renewable energy project finance transactions, power and utility entities and broadband companies, in addition to providing wholesale lending to a select group of financial institutions. Infrastructure Finance has delivered significant growth and is a crucial business in the execution of Farmer Mac's strategic plan. The segment's focus is on deepening existing client relationships, developing new customer relationships, and diversifying the products offered to clients. Position Summary The primary responsibilities of the Credit Underwriter include underwriting new loan opportunities, writing analytical credit recommendations, running sensitivity models, and portfolio management as it pertains to the Renewable Energy segment. The Credit Underwriter will maintain power and utilities industry knowledge with an emphasis on renewable energy and help to maintain key relationships with customers and business partners. The Credit Underwriter will develop internal relationships to help conduct portfolio activities leading up to credit approval, as well as post-approval processing; and be a part of the team driving new product innovation. This role is expected to contribute immediately towards accelerating growth within Farmer Mac's Renewable Energy segment and contribute significantly to Farmer Mac's strategic objectives and initiatives. Who You Will Work With The Renewable Energy Credit Underwriter will report directly to the Senior Director - Credit Underwriting. The position holds a high level of visibility within the company and will have regular interaction with Senior Managing Director of Infrastructure Finance, Managing Director of Renewable Energy, Relationship Managers, Transaction Management, and Farmer Mac internal and external counsel. The position will also have a high degree of interaction with Farmer Mac credit committee, including the Chief Credit Officer, and Farmer Mac clients. Where and When You Will Work The position can be remote or based in Farmer Mac's Washington, DC or Johnston, IA, locations. Work outside of core hours may be required for planned and unplanned activities to complete time sensitive projects or to attend off-site meetings or events. Key Responsibilities * Primary contributor in the underwriting, portfolio management process, serving as a direct point of contact for client interaction during the underwriting and structuring phase. * Review, analyze, and assess complex transactions from a variety of counterparties across project finance space within the United States, with a focus on renewable energy. * Review and critically evaluate potential transactions including structure, key counterparties, technology, contracts, and financial projection models. * Review loan documentation and consultant reports of potential opportunities for acceptability of terms and conditions and advise on structural considerations. * Prepare and conduct credit presentations, recommending new or incremental credit exposure to the credit committee. * Work with Relationship Manager, Transaction Management, Loan Operations, and Legal to coordinate the close of transactions. * Manage an existing portfolio of borrowers, track ongoing financial performance and trends, report on covenant compliance, and ensure accurate borrower risk ratings. * Secondary contributor in preparing annual reviews with risk rating rationale, managing portfolio credit actions including amendments, waivers, and consents. * Develop and maintain knowledge of specific industries, economy, market conditions, rates, and competition. Professional Experience/Qualifications * Bachelor's degree in finance, accounting or related. * Five (5) or more years of credit underwriting experience or three (3) or more years of relevant renewable experience (e.g. development, finance, project management). * General understanding or willingness to learn specific dynamics of power industries and project finance structures. * Ability and desire to eventually handle renewable energy deal opportunities largely autonomously, including sensitizing financial models, calculating financial ratios, reviewing third-party reports and financing agreements, having awareness of power industry technologies and key participants, identifying key strengths and weaknesses, developing reasonable credit solutions, and providing credit recommendations. * Excellent skills in credit analysis, quantitative and qualitative assessments, valuation, loan underwriting, and documentation review. * Ability to work well in a team environment. * Must have strong written and verbal communication abilities. * Self-starter with strong work ethic and the ability to work on one or more tasks efficiently and effectively with minimal supervision. * Broad knowledge of risk management processes and functions. Our compensation philosophy is targeted pay positioning relative to peers, our industry, and external markets. Farmer Mac is committed to a compensation program that will enable the organization to attract, motivate, reward, and retain highly skilled and creative talent to maintain sustained long-term performance and achieve the organization's strategic business objectives. The typical base pay range for this role is $115,000 to $145,000 per year. Compensation will vary based on experience and geographic work location.
    $45k-62k yearly est. 27d ago
  • Audit Associate - Condominiums and Cooperatives (Hybrid)

    Wilkinguttenplan, P.C 3.8company rating

    Remote or East Brunswick, NJ job

    Job Description Established in 1983, WilkinGuttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. At WilkinGuttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program. WilkinGuttenplan is seeking an Audit Associate, either entry level or with relevant experience, to join our team. We are looking for recent college graduates or professionals with a background in condominium and cooperative accounting who bring strong organizational skills, sharp attention to detail, and the ability to work independently as well as collaboratively. In this role, you will gain hands-on experience, receive direct coaching from our skilled Audit team, and have the opportunity to grow your career while contributing to the exceptional client service that defines our firm. Responsibilities Conduct audits and provide other services to clients in the condominium/cooperative industry. Create workpapers, reports, and supporting documentation for the audit process. Prepare financial statements and footnotes. Handle both large and small engagements simultaneously. Maintain and improve client relationships through exceptional customer service. Excel in a dynamic work environment, serving multiple clients within the NY/NJ condominium/cooperative industry. Collaborate in a team environment and also work independently. Requirements Bachelor's Degree in Accounting. 1-3 years of recent and relevant accounting/audit experience for a public accounting firm, or 1-3 years in private accounting with general accounting and financial reporting experience. Experience with journal entries, navigating through general ledgers, and an understanding of financial statements. Proficient in Excel and Word (Microsoft 365 suite), comfortable with navigating and learning new technologies; knowledge of accounting systems (ProSystems, CCH) a plus. Strong communication and interpersonal skills. Organized with an ability to multi-task and can manage time appropriately. Exposure servicing closely-held businesses, real estate entities including commercial properties; condominiums cooperatives experience a plus. Benefits Why us? We offer a unique culture that emphasizes and values work/life balance including remote work flexibility! We offer a competitive salary and benefits package, including Unlimited Work Options, Unlimited PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more! For more information on our offerings please visit our website. Our collaborative work environment is strongly committed to your professional growth and success. We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm. We have a track record of ranking in the Best Place to Work NJ for the past twenty years and have won several other awards including #1 in Vault's Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms To Work For, and many more! The estimated salary range for this positions is $69,000 to $84,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you'll be recognized and rewarded based on your performance. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. We believe in equal opportunity: Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.
    $69k-84k yearly 13d ago
  • Senior Associate, Independence

    Rsm 4.4company rating

    Remote job

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Responsibilities: 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) 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 33d ago
  • Risk Consulting Senior Associate - Financial Services Risk & Controls

    Rsm 4.4company rating

    Remote or New York, NY job

    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 Position As a senior associate in RSM's growing Financial Services Risk Consulting Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and financial services 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 the Financial Services Risk, Compliance, and Internal Audit Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, lender field examination teams and various other members of management tasked with managing risk. Our advisors help 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 Be open to new ideas and challenges, and help foster a culture that encourages people to ask questions, seek diverse perspectives, and challenge those around you Develop executive presence through interactions with management within RSM and our clients Develop meaningful relationships with client personnel and colleagues 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 Learn about the financial services industry and clients that we serve in the middle and upper market and 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 Exhibit basic knowledge of key industry fundamentals, regulatory environment, and terminology Identify current and relevant industry thought leadership and share with clients as relevant Independently implements and coaches associates on foundational industry policies, procedures, and work-programs Owns process level client relationships and collaboration with external stakeholders Prepare/Review initial drafts and follow-ups on client request lists Participate in risk assessment management interviews. Update risk assessment models and complete initial draft of identified risks Prepare and conduct tests of the operating effectiveness of clients' internal controls Draft test plans or work programs for review by senior members of the team Create/review narratives or flowcharts for a process. Identify and review all risks and controls for a process as needed Perform first level review of staff work for accuracy, completeness, and well-reasoned conclusions Manage budgets and provide accurate analysis of estimates to complete to engagement leader Review and complete status documents for client delivery Prepares initial draft of reports Develop the ability to support multiple client projects simultaneously, while actively contributing to other firm initiatives Talent Experience Encourage colleagues 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 or teach 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. Provide assistance, guidance, and feedback to associates assigned to work with you Support recruiting efforts by understanding and promoting the RSM brand Business Development Participate in relevant industry associations and learning/development events to build industry perspective and contacts Gain knowledge of key fundamentals, regulatory environment, and terminology for your relevant industries Build an internal network and become aware of other services provided by the firm Position Qualifications Bachelor's or Master's Degree in Accounting or related business discipline Minimum of 2 years of experience in audit, internal audit, or related internal control positions Preferred Qualifications Proficiency in professional writing, spreadsheet, and presentation creation tools. Exposure to data analytics tools is preferred 2 years of experience working for a capital markets, asset management or specialty lending institution, consulting firm, or regulatory agency, in internal audit, model validation, or controls testing. Qualified to pursue a job-relevant certification (e.g. CPA, CIA) 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 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 43d ago
  • Senior Associate, Risk Consulting Internal Audit (Trust/Wealth Management)

    RSM 4.4company rating

    Remote or Milwaukee, WI job

    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 Easy Apply 60d+ ago
  • Temporary Audit Senior Associate - Volcker Rule Compliance (Global Banks)

    Rsm 4.4company rating

    Remote job

    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. Temporary Senior Associate - Volcker Rules Compliance (Internal Audit) Location: On-site (3-4 days/week) - New York, NY or Charlotte, NC Overview: RSM is seeking Senior Associates to support a global bank's Internal Audit (3rd Line of Defense) function focusing on Volcker Rule compliance. This role is ideal for professionals with a foundation in internal audit, risk and controls, and regulatory compliance within trading environments. Candidates must have a minimum of 3 years of relevant experience, prior experience in a large, global banking institution. Key Responsibilities: Support and execute audit reviews focused on Volcker Rule compliance. Perform control testing and evaluate the design and operating effectiveness of key controls related to trading desks and surveillance functions. Conduct detailed documentation reviews and testing of trade surveillance activities. Identify, analyze, and document findings related to potential compliance or control issues. Collaborate with internal audit team members and coordinate with first and second line stakeholders during audits and remediation validation. Develop a strong understanding of Volcker Rule requirements and their application across capital markets functions. Qualifications: Minimum of 3 years of experience in internal audit, compliance testing, risk and controls, or trade surveillance within financial services. Foundational understanding of the Three Lines of Defense (3LOD) model, especially 3rd Line/Internal Audit. Familiarity with Volcker Rule requirements and their practical application in trading or capital markets settings. Prior experience working in a large, global banking institution is required. Strong analytical and communication skills with attention to detail and the ability to work in a fast-paced, structured environment. Preferred Backgrounds: Internal auditor supporting capital markets or Volcker-focused audits Compliance tester with regulatory and surveillance control experience Associate with risk/control experience supporting trading or markets audits 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: $36 - $54 per hour
    $36-54 hourly Auto-Apply 60d+ ago

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