PKF O'Connor Davies jobs in Providence, RI

- 359 jobs

Head of Enterprise RCSA Testing
Banco Santander Brazil 4.4
Providence, RI job
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Head of Enterprise RCSA Testing is a critical leadership role within the First Line of Defense, responsible for building and overseeing a comprehensive, risk-based control testing program across Santander US. This role provides strategic direction and operational oversight for RCSA control testing across both Technology and Non-Technology business lines, ensuring alignment with Santander's Enterprise Risk Management Framework, internal standards, and regulatory expectations. The successful candidate will bring deep expertise in control testing, strong partnership skills, and the ability to drive high-quality, consistent execution across a complex organization. * Lead the design, development, and execution of the enterprise-wide RCSA control testing program, including testing methodology, sampling approaches, test scripts, documentation standards, and quality assurance. * Oversee execution of control design assessments, operating effectiveness testing, and remediation validation across Technology, Operations, Corporate Functions, and Line of Business activities. * Identify control deficiencies, assess risk impacts, and present clear, evidence-based findings to business and technology leaders. * Produce high-quality reporting and insights for senior management, governance committees, and risk partners, highlighting emerging themes and control environment trends. * Partner closely with Second Line of Defense teams and Internal Audit to ensure alignment on testing expectations, issue identification, and remediation standards. * Ensure testing practices meet or exceed regulatory requirements and internal policy standards. * Build, lead, and develop a high-performing testing organization, fostering a culture of accountability, technical excellence, and continuous improvement. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree or equivalent work experience: Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. - Required. * 12+ Years Risk Management. - Required. * 12+ Years Previous management experience. - Required. * Extensive experience in control testing, Internal Audit, RCSA, SOX, operational risk, or technology risk within a regulated financial institution. * Strong understanding of control design, evidence evaluation, sampling, and testing documentation standards. * Demonstrated expertise in both Technology and Non-Technology control environments. * Proven ability to communicate effectively with senior leaders and influence across all levels of the organization. * Experience managing teams and driving execution in a fast-paced, highly regulated environment. * Strong analytical and critical thinking skills. * Excellent written and verbal communication. * Ability to lead through influence and build strong partnerships. * High attention to detail and commitment to quality. * Strong planning, prioritization, and execution skills. * Ability to manage complexity and navigate competing priorities. * Deep understanding of modern technology environments. * Cloud technologies (AWS, Azure, GCP) and shared responsibility models * AI/ML risk management, including model governance, data lineage, bias detection, and monitoring. * Cybersecurity principles: access controls, vulnerability management, secure SDLC, threat monitoring. * Infrastructure and network controls: segmentation, disaster recovery, change management. * Data governance and data quality controls, including privacy, retention, and classification. * Third-party and SaaS technology risk, including SOC report evaluation and control testing. * Use of automation, GRC platforms, and analytics tools to enhance testing quality and efficiency. * Familiarity with major control and technology frameworks, including: NIST Cybersecurity Framework (CSF), NIST 800-53 and 800-17, ISO 27001/27002, CIS Critical Security Controls, SOC 1/SOC 2 Trust Services Criteria, COBIT Framework, FFIEC IT Handbook and guidance. Certifications: * Other: Risk Certification - Preferred. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $120,000.00 USD Maximum: $215,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$78k-94k yearly est. Auto-Apply 8d ago
Part Time Sales Associate - Providence Place
Store 3.8
Providence, RI job
Bear Builder associates are fun, easy-going, team-oriented individuals who engage with guests, to create a unique and memorable experience. Responsibilities: Provide exceptional guest service by assisting guests in creating their personalized furry friends, ensuring a memorable and enjoyable experience Actively engage with guests demonstrating genuine enthusiasm for our brand Create a warm and inclusive atmosphere for guests, fostering positive interactions, and guaranteeing that each guest leaves satisfied with their experience Uphold operational excellence by consistently meeting brand standards and guidelines, ensuring a seamless and cohesive experience for all guests Strong team commitment; be dependable, engaged, and helpful Required Qualifications: High school diploma or GED equivalent P referred Qualifications: Associate's (or higher) degree in business, management, or a related field Behavioral Traits for Success: Possesses a “How Can I Help” attitude Enjoys meeting and interacting with new people Dependable and flexible Models personal and professional integrity Naturally warm and fun-loving Ability to remain calm under challenging circumstances Working Environment: Active retail store leadership requires the ability to sit, stand, and move around for duration of shift Work environments include indoor/outdoor malls, strip centers, and other retail locations Lift > 25 pounds Your Performance Will Be Measured On: Your performance will be measured by your ability to achieve annual department objectives and corporate goals which include but are not limited to the following. Decision-making, judgment, and execution Ability to create an Experience First culture for guests and associates Achievement of assigned goals Consistent execution of operational standards Stakeholder feedback This description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Supervisors may assign additional functions and requirements as deemed appropriate. This document does not represent an expressed or implied contract of employment, nor does it alter your at-will employment, and Build-A-Bear, Inc. reserves the right to change this job description and/or assign tasks for the employee to perform, as may deem appropriate. PAY RANGE- $15.75-$16.00/Hour.
$15.8-16 hourly 60d+ ago
Merrill Market Client Relationship Manager
Bank of America Corporation 4.7
Providence, RI job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40
$57k-92k yearly est. 9d ago
Tax Supervisor - Entity Tax Services
Kahn Litwin Renza 4.2
Middletown, RI job
KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. With more than 350 professionals across eight office locations-including Andover, Boston, Bradenton, Lausanne, Newport, Pawtucket, Providence, and Waltham-KLR delivers assurance, tax, and business advisory services to private and publicly held companies nationwide and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.We are seeking a Tax Supervisor to join our Entity Tax Services Group, to be based in our Andover, Boston, Providence, or Newport offices on a flexible hybrid basis. As a key member of the Tax Team, the Supervisor will apply technical expertise and educational background across a wide range of client engagements. This role is central to our growing Tax practice, with responsibilities that includes overseeing technical tax work, and guiding staff. The Tax Team is dedicated to supporting clients with both tax compliance and strategic planning. Position Responsibilities: Prepare and review federal and state tax returns for C Corporations (1120), S Corporations (1120S), Partnerships (1065), and Individuals (1040). Assist in the preparation and review of corporate income tax provisions, including ASC 740 calculations such as effective tax rate analysis, deferred tax items, and uncertain tax positions. Contribute to quarterly and annual tax provision reporting for both public and private companies, ensuring accuracy and compliance with reporting standards. Support corporate and pass-through entity tax compliance, including foreign filings such as Forms 5471, 5472, and GILTI. Research and document tax issues, preparing technical memoranda and recommendations for internal use and client files. Supervise, train, and review the work of tax staff, providing feedback and technical guidance. Assist in tax planning projects for corporations, pass-through entities, and individuals, including scenario modeling (BNA projections). Draft responses to IRS and state tax notices and support resolution of related issues. Participate in tax department initiatives, including process improvements, training programs, and knowledge sharing. Collaborate with managers, senior managers, and partners to support engagements and deliver accurate, timely work. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed. Position Qualifications: Bachelor's degree in Accounting required. CPA or Enrolled Agent (EA) and/or pursuit of said credentials highly preferred but not required. 4+ years of tax experience, including prior public accounting experience. Proficiency with tax and accounting technology; experience with CCH Axcess, SurePrep, and XCM is a plus. Ability to research complex tax issues and assist in developing effective tax planning strategies. Strong interpersonal and communication skills, both verbal and written. Familiarity with, and willingness to perform, a wide range of tax work - including entity-level (corporate, partnership, S corporation) and individual compliance. This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons. Pay Range: The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. $90,000.00 - 120,000.00 Benefits: KLR offers a wide range of benefits including: health and dental insurance, paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement. Come join a firm who has recently been recognized as a “Best Place to Work” for 19 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today! KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.
$90k-120k yearly Auto-Apply 36d ago
Advisory | Accounting | Audit | Tax | Payroll
Itc Worldwide 4.7
Rhode Island job
About Us ITC Worldwide Advisors, LLP is a rapidly growing, modern provider of professional services to the middle market, operating globally. Our mission is to instill confidence in a world of change. Enable Transformation while doing more with less! Our exceptional people are the cornerstone of our unique culture and talent experience. Responsibilities * Understand clients' needs and expectations, their business and industry, accounting and control systems, employees, company values, and industry-related GAAP and GAAS issues. * Develop an understanding of the ITC audit automation approach and ERP tools. * Assess risks and evaluate the client's internal control structure. * Perform substantive tests and tests of internal controls to identify and resolve accounting or reporting issues. *Prepare financial statements under prescribed formats. Required Skills and Qualifications * Completion of 90+ credit hours towards a B.A. / B.S. degree or equivalent from an accredited university in Accounting or Finance. * You must have passed your ACCA, CPA, CFA, or CIMA exam. N.B: We kindly request you to complete a brief survey. Your feedback will help us enhance the candidate experience and ensure we attract the best talent. **************************** **************************** **************************** Next Steps: Once you have completed the survey, please proceed with your job application as instructed. Learn more:****************************************************************
$61k-81k yearly est. 60d+ ago
Tax Supervisor - Fiduciary & Individual Tax
Kahn Litwin Renza 4.2
Middletown, RI job
KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. With more than 350 professionals across eight office locations-including Andover, Boston, Bradenton, Lausanne, Newport, Pawtucket, Providence, and Waltham-KLR delivers assurance, tax, and business advisory services to private and publicly held companies nationwide and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.Due to growth, we are seeking a Tax Supervisor to join our Fiduciary & Individual Tax Group, based out of our Andover, Boston, Providence, or Newport offices on a flexible hybrid basis. As a key member of our Tax Team, the Supervisor will utilize their technical skills and educational background and apply expertise on a variety of engagements with clients of the Firm. This critical role in our growing Tax practice includes managing client relationships, performing technical tax work and managing staff. Our department is dedicated to assisting various clients with tax compliance and planning. Job Responsibilities Perform diversified tax services, with a focus on individuals and for-profit entities. Prepares personal and corporate tax returns, including the most complex. Review less complicated personal and business returns. Prepares BNA Income Tax projections and becomes involved in planning for less complex clients. Assists accounting and auditing staff members in client meetings. Analyzes IRS notices and drafts responses. Reviews IRS notice responses prepared by staff tax accountants. Delegates work to tax staff accountants and supervises work. Participates in tax department administrative projects. Acts as director-in-charge for personal tax return clients. Acts as key client contact person for smaller engagements. Bills clients and discusses fees with smaller clients. Establishes good working relationships with all partners and staff members. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities, and activities may change from time to time with notice whenever possible, but not guaranteed. Job Qualifications Bachelor's degree in accounting Master's degree in Taxation or related field preferred 4+ years of accounting experience prior experience in public accounting Currently having; or in the process of qualifying for CPA, or Enrolled Agent (EA) Demonstrated ability to communicate verbally and in writing, both internally and externally Demonstrated project management skills Proficient use of applicable technology This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons. Pay Range: The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. $90,000.00 - $120,000.00 Benefits KLR offers a wide range of benefits including: health and dental insurance, paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement. Come join a firm who has recently been recognized as a “Best Place to Work” for 19 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today! KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.
$90k-120k yearly Auto-Apply 42d ago
Senior Home Lending Advisor - Providence, RI
Jpmorganchase 4.8
Rhode Island job
Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. Job responsibilities Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances Required qualifications, capabilities, and skills Minimum three years of mortgage lending and proven sales experience in retail banking Knowledge of real estate market in local area Excellent written and oral communication skills Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills FHA/VA sales experience Marketing, promoting, relationship building, and consulting skills Intermediate PC skills in a Windows environment Bachelor's degree or equivalent work experience in sales and/or real estate This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$61k-109k yearly est. Auto-Apply 60d+ ago
AML Modeling Specialist
Banco Santander Brazil 4.4
Providence, RI job
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make As an AML Modeling Specialist, you play a key role in safeguarding the bank's integrity and ensuring compliance with regulatory expectations. You design, enhance, and maintain analytical models that identify suspicious activity, strengthen the bank's financial crime detection framework, and drive continuous improvement in AML monitoring capabilities. Your insights directly support the bank's mission to protect customers and uphold trust across the global financial system. * Develop and implement AML detection and segmentation models using statistical and machine learning techniques. * Partner with compliance, risk, and data science teams to ensure model outputs align with business objectives and regulatory standards. * Analyze transaction data to identify emerging money laundering patterns and typologies. * Perform model validation, back-testing, and performance monitoring to ensure accuracy and effectiveness. * Prepare model documentation, regulatory submissions, and audit materials. * Support ongoing model governance, tuning, and optimization efforts to reduce false positives and improve efficiency. What You Bring To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Statistics, Mathematics, Economics or equivalent quantitative discipline. Required Master's Degree Statistics, Mathematics, Economics or equivalent quantitative discipline. Preferred * 3+ Years Risk Management, Risk Modeling, AML Req * Deep understanding of AML processes, transaction monitoring systems, and financial crime risk. * Proficiency in data analysis, model development, and statistical tools (e.g., Python, SAS, SQL, or R). * Collaborative approach and ability to communicate technical findings to non-technical stakeholders. * Commitment to operational excellence, model integrity, and regulatory compliance. * Strong analytical mindset with the ability to translate complex data into actionable insights. Certifications: * No Certifications listed for this job. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $67,500.00 USD Maximum: $140,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$67.5k-140k yearly Auto-Apply 33d ago
Audit Manager
Kahn Litwin Renza 4.2
Providence, RI job
KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. With more than 350 professionals across eight office locations-including Andover, Boston, Bradenton, Lausanne, Newport, Pawtucket, Providence, and Waltham-KLR delivers assurance, tax, and business advisory services to private and publicly held companies nationwide and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation. Due to growth we are seeking an Audit Manager to be based in our Andover, Boston, or Providence office on a flexible hybrid basis. As a Manager on our Audit Team, you will utilize your educational background as well as your organizational skills as you work on clients of the Firm. The ideal candidate would have experience with for-profit clients, non-profit clients, or a combination of experience. Position Responsibilities: Be responsible for client relationships within their area of expertise and for clients assigned to them. Direct field work on financial statement audit and accounting engagements, Schedule and monitor the progress of engagements in relation to budgets and due dates Supervise and review engagement planning, train and evaluate associates and supervisors Review all work before submission to Partners for further review Negotiate fees and ensure proper billings to clients Serve as liaison among Partners, clients and staff Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc. Understand the client's organization, procedures and internal policies Owning client relationships and work product Provide clients' with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff Foster a team environment; demonstrates support of management and decisions and build a positive culture Participate in practice development activities that lead to the generation of new business and the opportunities for cross-services Qualifications: Bachelor's Degree in Accounting or Business Master's degree in related field preferred 7+ years of technical audit experience in public accounting, or related field, 2+ in managerial role CPA or equivalent certification is required Ability to manage all aspects of client engagements Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Demonstrated leadership and supervisory ability, strong operational and project management skills Proficient use of applicable technology This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons. Pay Range: The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. $120,000.00 - $140,000.00 Benefits KLR offers a wide range of benefits including: health and dental insurance, paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement. Come join a firm who has recently been recognized as a “Best Place to Work” for 19 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today! KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.
$120k-140k yearly Auto-Apply 42d ago
Principal Business Analyst
Fidelity Investments 4.6
Smithfield, RI job
The Role As a Principal Business Analyst, you will partner with a product lead to improve the communications journey for our customers by translating customer and business needs into actionable data solutions. With a holistic understanding of the digital product, this role is defined by the following responsibilities essential for successful outcomes: * Requirements Gathering & Analysis * User Stories and Acceptance Criteria• Legal, Risk, and Compliance Review and Approval * Testing and Validation * Customer Rollout Strategy, Planning, and Execution * Customer Data and Feedback Analysis and Reporting In this pivotal role, you will need to understand how the customer interacts with Fidelity's digital products, articulate the customer journey through visualizations, work with data experts to understand data sources, understand friction points for the customer, collaborate with other experts (product leads, UX/UI teams, technical teams) to explore potential solutions, document clear requirements for the development teams, lead product storytelling to varying audiences, partner with development teams through deployment of the solution, validate the solution during deployment and measure the impact of the deployed solution. The Skills and Expertise You Bring: * Bachelor's degree required * 8+ years of business analysis experience delivering digital experiences to customers. * Strong understanding of the digital product life cycle. * Customer-focused with a passion to solve challenges through a data driven approach. Expertise with Tableau, Power BI etc. is preferred. Familiarity with NPS/CSAT scores, Adobe Analytics is an advantage. * Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams. * Strong story telling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required. Experience with Product Analytics (Google Analytics, Pendo) is an advantage. * Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure , GCP is an advantage. * Having financial domain knowledge is a plus. * Experience working in an agile team required * An affinity for technology and stay up to date on industry innovations Note: Fidelity will not provide immigration sponsorship for this position The Team This role is aligned to a high impact product area within Fidelity that is focused on building common enterprise solutions for the greater good of our associates and customers' financial lives. We work on building scalable digital products that can be deployed across the enterprise leading to seamless customer experiences. Certifications: Category: Product Management Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$77k-98k yearly est. 6d ago
Banker II
Centreville Bank 4.1
Coventry, RI job
Requirements Qualifications: High School Diploma or equivalent. 2 years of cash handling experience, sales and service experience preferred. Ability to project the vision and image of Centreville Bank. Strong knowledge of current banking environment procedures and regulations. Strong knowledge of bank products, services, policies, and procedures. Basic knowledge of Microsoft Word and Excel. Ability to multitask. Commensurate with experience. Centreville Bank offers a competitive salary and benefits package that includes medical and dental coverage, life insurance, disability insurance, 401(k) plan, paid time off and holidays. Centreville Bank is an Equal Opportunity Employer. All positions are subject to periodic evaluation.
$63k-110k yearly est. 14d ago
Asset Management Specialist (Collections) - Part-Time (29 hours)
Navigant Credit Union 4.0
Smithfield, RI job
Job Description ABOUT THE ASSET MANAGEMENT / COLLECTOR ROLE: We are seeking an Asset Management Specialist (Collector) to join our team. Under general supervision, and following established policies and procedures, you will contact members (via telephone, mail, e-mail) to resolve delinquent accounts. This role focuses on collections of overdrafts, negative share accounts and delinquent loans. You will counsel members on various financial planning and budgeting tools. Ensures Collection activities are in compliance with state and federal regulations and Credit Union policies and procedures. Maintains the delinquency rate according to Credit Union goals and maximizes the charge-off and recovery process. Processes requests/transactions, as appropriate. Assists members and potential members in understanding and utilizing Credit Union products and services. WHAT YOU WILL DO: (Collections, Collector) 1. Collects all past due accounts. Communicates and counsels' members with delinquent accounts using specific knowledge of Credit Union guidelines, NCUA policies, as well as the Fair Debt Collection Practices Act. Counsels' members with delinquent loans using specific knowledge of good collection techniques to maintain good relationships with delinquent members and yet avoid losses. 2. Collect on Mortgage Loans owned by secondary market investors (FreddieMac). 3. Coordinate loan modifications and troubled debt restructures with member mortgage accounts. 4. Responds to consumer disputes from Credit Bureau Agencies to ensure proper reporting of account activity. Reviews debt proposals from debt management organizations to work out reduced payments on delinquent and non-delinquent accounts. 5. Responsible for but not limited to, recommending which accounts to charge off, repossession, legal action, settlements on charged off accounts, freezing shares for delinquent purposes, answering court attachments, handling bankruptcies, and when necessary, works with the credit union-approved collection attorney to collect accounts through legal means. 6. Gather information regarding delinquent loan activity for the VP, Collections. Recommends delinquent accounts to be charged off. 7. Responsible for preparing a variety of reports on a weekly, monthly, quarterly, etc. basis, and for recommending policy and developing procedures to assure compliance with state and federal regulations. 8. Represents the Credit Union at legal proceedings. Negotiates with attorneys on bankruptcy and other legal issues. 9. Coordinate foreclosures for both Credit Union owned and secondary market owned properties. 10. Coordinate mortgage short sales dealing with real estate brokers, lawyers and other financial institutions. 11. Coordinates repossessions. Initiates appropriate action to sell or dispose of repossessed vehicles. Assigns accounts to outside Collection agency, according to policy. Responds to court garnishments and levies. 12. Performs other collections and/or administrative related duties as assigned by the VP, Collections. QUALIFICATIONS: Education High school diploma or equivalent (GED) education required. Experience/Skills/Knowledge: 1. Minimum 2 years progressively responsible experience in consumer loan collections and delinquencies preferably in a financial institution. 2. Demonstrated knowledge of Fair Credit Debt and Collections Act and lending policies and procedures. 3. Knowledge of secondary market regulations, policies, procedures and experience with FreddieMac workout prospector software. 4. Excellent oral, written telephone and interpersonal communication skills. 5. Excellent organizational, analytical and problem-solving skills. 6. Ability to deal with difficult members, resolve problems and work well under pressure. 7. PC proficient, including Microsoft Office (Word, Excel, Outlook) and the Internet. 8. Ability to manage multiple projects/priorities simultaneously and produce the desired results. 9. Ability to function in a commercial business office environment and utilize standard office equipment including but not limited to fax, copier, telephone, etc. Some travel required. Ability to lift a minimum of 25lbs. e.g. file boxes ABOUT: People helping people is what makes Navigant Credit Union truly special. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915. At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community-based values and our belief in putting people first. These are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News . Our Core Values of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees. Navigant Credit Union prides itself on investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more. If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today! Job Posted by ApplicantPro
$66k-81k yearly est. 4d ago
Implementation Manager
Trustmark 4.6
Providence, RI job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** Trustmark is seeking a dedicated **Implementation Manager** to join our team. Orchestrates and oversees the entire implementation process for new cases and re-enrollments. Key Accountabilities + Develops and manages case implementation project plans for each new and re-enrolled case. Coordinates with external and internal partners including enrollment firms and Payroll Deduction Specialists to ensure all necessary steps are completed in a timely and accurate fashion. + Conducts product and technology platform enrollment training for key agencies, brokers, and producers. Participates in VIP and Finalist Meetings. + Demonstrates a solid knowledge of Trustmark's products, services and technology platforms. Displays a base understanding of interdependencies/relationships with other internal partners. + Establishes self to producers, clients and enrollment partners as Trustmark's single point of contact for all case set-up and enrollment activities. Minimum Requirements + Minimum of three year's insurance industry knowledge and/or experience in operations or account management. + Four year degree or equivalent. + Ability to travel up to 40% within assigned territory. + Strong project management skills. + Presenting and training experience. + Possesses excellent interpersonal and communications skills both verbal and written, good presence, strong team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavouring to fully understand customer needs. + Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $69,776.00 - $100,788.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$69.8k-100.8k yearly 8d ago
Account Executive
Snap! Mobile 4.1
Rhode Island job
, Inc: Snap! Mobile has been proudly supporting athletics and activities programs around the country with simple and dependable services since 2014. Snap! Raise has raised more than One Billion dollars for over 150,000 groups and teams through over 12.5 million participants and donors. In addition to the Snap! Raise fundraising solution, Snap! Mobile further supports schools, groups, and teams with its other brands and products: Snap! Insights (fundraising oversight dashboard), Snap! Store (spirit wear), FanX (custom-branded fan engagement app), Snap! Manage (integrated scheduling, communication, and registration solution), and Snap! Spend (transparent money management solution). About the Role: As an Account Executive, you will drive the performance and success of your territory by executing a strategic sales plan to generate and develop business opportunities across schools and organizations in your area. You will be responsible for establishing relationships and maintaining and growing existing business. Snap Mobile Account Executives make a tremendous impact and are trusted by athletic directors, coaches, educators, booster clubs, and their communities to support the programs of those we serve. This is a Full-Time position. A Day in the Life Grow business and achieve sales targets by developing, and executing a territory plan Earn credibility as an industry expert for athletic directors, coaches, group leaders, and administrators Understand customer objectives, and articulate relevant technology and industry trends Represent Snap! Mobile at events to influence sales opportunities Build and cultivate customer relationships at schools, districts, club sports Manage sales pipeline and provide accurate sales forecasts Maintain accurate customer records within the company's systems, including HubSpot Role Progression Within 1 Month, You Will: Complete new hire onboarding including eLearning courses, certification, instructor-led training, role-play, and mentorship Begin outreach to cultivate customer relationships with coaches, group leaders, athletic directors, and financial/district administrators Effectively manage all steps in the sales process and track progress in CRM Learn best practices, processes, and business tools used including HubSpot Within 3 Months, You Will: Be executing a strategic territory growth plan, built in collaboration with your manager Feel confident in prospecting new business, conducting discovery calls, and presentations to customers both in-person and digitally Know how to prospect to create new revenue opportunities Within 6 Months, You Will: Complete sales activities at volume with a high degree of independence, both in-person and digitally Prospect and close sales toward quarterly and annual targets Work sales opportunities from beginning to end, resulting in new business Increase customer saturation and retention rates, add revenue through customer acquisition What Sets Us Apart? Work with an industry leader to innovate and develop products to serve our customers Work with a team that has a proven track record of growth and achievement Support your community, and it's future leaders by providing a better opportunity You will be challenged and encouraged to broaden your skills Regular social & philanthropic events Access to personal development courses and tools internally About You You are organized, get things done, and routinely exceed goals You are comfortable in a quickly changing environment and adapt to reach high-performance You have a strong desire to learn in a fast-moving technology company Thrive on open transparency, communication, and collaboration 2+ years of sales experience Requirements: Clean driving record Compensation: Base Salary $40K + Commission, uncapped with average OTE of $70K - $175K in year one Snap! Mobile is proud to offer the following benefits: Medical, Dental, Vision 401K with a 4% match from the company 13 paid holidays Unlimited PTO Compensation: Base + Commission with an average OTE of $75 -150K in year one. Account Executive Compensation $75 - $95 USD CA Residents click here for privacy policy We use E-verify to onboard new hires. Please click here to learn more.
$75k-150k yearly Auto-Apply 60d+ ago
Experienced Audit Associate
Kahn Litwin Renza 4.2
Providence, RI job
KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. With more than 350 professionals across eight office locations-including Andover, Boston, Bradenton, Lausanne, Newport, Pawtucket, Providence, and Waltham-KLR delivers assurance, tax, and business advisory services to private and publicly held companies nationwide and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation. As an Associate on our Audit Team, you will utilize your educational background as well as your organizational skills as you work closely with colleagues on a variety of assignments for clients of the Firm. Our audit engagements are in many industries including: manufacturing, distribution, technology, life sciences, retail, hospitality, real estate, healthcare and non-profit. We also audit 100+ EBPs, and to a lesser degree, perform due diligence, projection, AUP, and review engagements. This is not a remote position. Candidates applying for this position will be responsible for the following: JOB RESPONSIBILITIES: Develop a general understanding of each client's business Perform diversified accounting and auditing, with a focus on for-profit and non-profit clients in the industries mentioned above Preparing working papers/document testing performed on assigned areas Understand relationship of accounts/accounting to identify areas of concern Interact with the engagement team and client frequently to obtain/provide information Self-starter and a team player with the ability to multi-task Assist with special projects Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed. JOB QUALIFICATIONS: BS in Accounting Master's degree preferred CPA or CPA track highly preferred 1-4+ years prior experience in public accounting Excellent written and verbal communication skills High proficiency in use of computers and applicable software programs Detail-oriented, fast learner Works well on a team/team player Strong work ethic and ability to operate in a fast paced environment This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak seasons. This is not a remote position. Pay Range: The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. $73,000.00 - $85,000.00 Benefits KLR offers a wide range of benefits including: health and dental insurance, paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement. Learn more about our benefits here: ************************************** Come join a firm who has recently been recognized for 19 years as a “Best Place to Work” by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today! KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.
$73k-85k yearly Auto-Apply 42d ago
SAP OTC Lead Functional Consultant
Tata Consulting Services 4.3
Pawtucket, RI job
Must Have Technical/Functional Skills * Specializing in SAP Order to Cash Functional Consulting including Pricing, Output types and Forms,Availability check, third party process and product allocation, IDOCs, intercompany process, credit management and Stock transfer order and not limited to Billbacks and rebate agreements, Contracts and * Promotions, Sales volume and performance Rebates, Purchasing volume and performance Rebates,claims and settlements claims and settlements Roles & Responsibilities * Demonstrated capability to analyze business and technical requirements; and develop solutions to address the requirements. * Subject matter expertise in designing and configuring SAP OTC modules Generic Managerial Skills, If any * Excellent problem-solving, and communication skills. Ability to work collaboratively in a team environment. * Ensuring alignment with business requirements and best practices. Role involves working closely with business and IT stakeholders to analyze, design, and implement SAP OTC solutions in collaboration with the offshore team. TCS Employee Benefits Summary: * Discretionary Annual Incentive. * Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. * Family Support: Maternal & Parental Leaves. * Insurance Options: Auto & Home Insurance, Identity Theft Protection. * Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. * Time Off: Vacation, Time Off, Sick Leave & Holidays. * Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. #LI-RJ2 Salary Range-$100,000-$150,000 a year
$100k-150k yearly 32d ago
Experienced Tax Associate
Kahn Litwin Renza 4.2
Middletown, RI job
KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. With more than 350 professionals across eight office locations-including Andover, Boston, Bradenton, Lausanne, Newport, Pawtucket, Providence, and Waltham-KLR delivers assurance, tax, and business advisory services to private and publicly held companies nationwide and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation. We are currently seeking an Experienced Tax Associate to join our firm based out of our Boston, Providence, or Newport, RI offices. In this role you will utilize your educational background as well as your organizational skills as you work closely with colleagues on a variety of assignments for clients of the Firm. This is not a remote position. Candidates applying for this position will be responsible for the following: Job Responsibilities Prepare a diverse array of tax returns, including those for individuals, corporations (both C-Corps and S-Corps), partnerships, trusts, estates, and other business entities, with a focus on accuracy and adherence to tax laws. Manage tax filings involving multi-state requirements, international compliance, and consolidated returns, ensuring full regulatory compliance. Assist clients with strategic tax planning by creating forecasts and tax estimates, while offering actionable insights to reduce tax exposure. Perform thorough research on federal and state tax matters to resolve client-specific challenges and interpret complex tax regulations. Deliver high-quality, timely tax services that consistently meet or exceed client expectations and internal deadlines. Maintain awareness of emerging tax legislation and industry developments, contributing to the firm's knowledge base and growth initiatives. Partner closely with senior team members on key tax engagements and support the broader team during peak periods with effective project coordination. Engage in ad hoc assignments and special projects that expand your tax knowledge and support your professional development. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed. Job Qualifications Bachelor's degree in Accounting or related field Master's degree, CPA/EA license or active pursuit of higher education or credentials is highly preferred 1-3+ years prior experience in public accounting, busy season experience highly preferred Excellent oral and written communication skills Willingness to work in-person in our Boston, MA, Providence, RI or Newport, RI offices Prior experience with CCH Axcess, Sureprep, XCM and/or similar software as well as MS Office Strong attention to detail with the ability to manage multiple priorities and meet stated deadlines Ability to work collaboratively in a fast paced environment and exercise sound judgement and discretion when handling confidential information. This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons. Pay Range: The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. $73,000.00 - $85,000.00 Benefits KLR offers a wide range of benefits including: comprehensive medical, dental, and vision, unlimited discretionary paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement. Come join a firm who has recently been recognized as a “Best Place to Work” for 19 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today! KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.
$73k-85k yearly Auto-Apply 42d ago
SAG Corp/Comm Sr Port Officer
Bank of America Corporation 4.7
Providence, RI job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Typically has 7+ years workout/corporate loan experience. Reports to the credit products head - special assets or the international special assets regional manager. Primary market contact for both internal and external communications. May have managerial responsibility for all levels of credit products special assets associates in assigned market. Experience includes knowledge of bankruptcy law, workout strategies, and commercial credit analysis, structuring and market dynamics. Has corporate special assets credit approval authority and, may become directly involved in workout strategies/negotiations. May have international responsibilities and therefore require familiarity with a multitude of different banking and legal systems, as well as senior level bankers and governmental agencies. Lead workout negotiations on agented deals where the bank is lead agent. The Special Assets Group (SAG) Corp/Comm Senior Portfolio Officer is responsible for managing a portfolio of problem commercial credit exposures, with an emphasis on the most complex and high-risk credits. The role is central to protecting the bank's interests by developing and executing effective workout and resolution strategies focused on reducing the volatility and severity of losses and, when possible and appropriate, to maximize revenue and growth opportunities through rehabilitation and retention of existing client relationships. Responsibilities: * Manage a portfolio of high-risk/criticized or distressed commercial loans. * Develop and execute workout and resolution strategies tailored to each credit situation. * Serve as the primary contact for all loan-related communications, including borrowers, bank participants, legal counsel, and internal/external stakeholders. * Monitor borrower performance, financial condition, and covenant compliance to ensure timely risk rating adjustments and proactive issue identification. * Prepare credit approval documents, justify recommended strategies, and present to senior leadership for decisioning. * Support asset quality forecasting and reporting efforts. * Ensure compliance with internal credit policies and applicable regulatory requirements. * Collaborate with LOB partners, legal teams, and external bank groups to drive resolution outcomes. * Coach and mentor junior associates on the team to help develop credit and corporate workout skills. Required Qualifications: * Minimum of 7+ years of experience in corporate workout, credit restructuring, or related risk management experience. * Strong credit analysis and underwriting skills, including risk rating, structuring, and covenant assessment. * Analytical/technical skills, including financial accounting, modeling and loan structuring * Strong communication skills; ability to communicate vertically, horizontally, and externally * Industry knowledge across multiple sectors Desired Qualifications: * Knowledge of Business Law, a legal aptitude, strong knowledge of contracts, and knowledge of bankruptcy law * Ability to work independently on complex transactions while exercising sound credit judgment * Knowledge of ancillary banking products such as treasury services, derivatives, commercial cards, and deposits * Strong Knowledge of Commercial Loan Documentation * Knowledge of Commercial Credit Structure * Ability for problem solving / critical / creative thinking / mental flexibility * Strong Negotiation Skills * Ability to think strategically, with an eye for detail Skills: * Adaptability * Collection Management * Critical Thinking * Problem Solving * Risk Management * Credit and Risk Assessment * Decision Making * Financial Analysis * Legal Structures and Legal Forms * Underwriting * Client Management * Loan Structuring * Negotiation * Oral Communications * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
$88k-130k yearly est. 9d ago
Senior Partner Development Manager
Lightspeed Financial 3.6
Providence, RI job
Hi there! Thanks for stopping by 👋 Are you actively looking for a new opportunity? Or just checking the market? Well… you might just be in the right place! We're looking for a Senior Strategic Partner Development Manager to join our Partnerships team at Lightspeed. This role is built for a strategic operator and relationship expert who thrives on driving impact through high-value, long-cycle partnerships that move the needle. We are open to hiring remotely in the USA for this role. You'll be responsible for cultivating and expanding Lightspeed's most strategic, high-impact relationships - the kind that require patience, foresight, and influence. These are not transactional partnerships; they're ecosystem plays designed to unlock growth through joint go-to-market execution, integration, and alignment at the executive level. You'll work hand-in-hand with senior stakeholders across Partnerships, Product, Marketing, and Sales to craft and execute initiatives that create measurable business outcomes for both Lightspeed and our partners. What you'll be doing: Own and grow a portfolio of strategic partners with significant business potential and long-term value creation opportunities. Identify, evaluate, and structure new partnership opportunities that align with Lightspeed's strategic objectives and market positioning. Negotiate complex commercial agreements that balance innovation, scalability, and profitability. Develop and execute joint go-to-market strategies with partners - from planning to enablement, launch, and ongoing performance measurement. Lead strategic reviews with partner executives to evaluate success, align priorities, and define next-phase growth initiatives. Work cross-functionally with Product, Sales, and Marketing teams to operationalize partnerships and ensure seamless execution. Track and report partnership performance with a focus on ROI, pipeline influence, and market impact. Represent Lightspeed externally at industry events, trade shows, and ecosystem gatherings as a credible, consultative voice in commerce technology. Stay ahead of industry trends, identifying partnership opportunities that strengthen Lightspeed's value proposition and competitive positioning. What you need to bring: 7+ years of proven experience in strategic partnerships, business development, or channel strategy within a SaaS, payments, or technology environment. Proven ability to manage complex, multi-stakeholder partnerships from negotiation through execution. Strong commercial and analytical acumen, with the ability to model business cases and assess ROI. Excellent communication and presentation skills, comfortable influencing at the C-suite and VP level. Strategic thinker who can connect business goals to execution and navigate ambiguity with confidence. Strong organizational and project management skills - able to juggle multiple initiatives while maintaining focus on outcomes. Experience in retail, hospitality, or commerce technology ecosystems is a strong asset. Even better if you have: Experience developing multi-year strategic partnerships with enterprise or platform partners. Exposure to product integrations or API-driven partnerships. Knowledge of POS, payments, or retail SaaS models. What's in it for you? Come live the Lightspeed experience... Ability to do your job in a truly flexible hybrid environment (3 days/week in office); Genuine career opportunities in a company that's creating new jobs everyday; Work in a team big enough for growth but lean enough to make a real impact. … and enjoy a range of benefits that'll keep you happy, healthy and (not) hungry: Lightspeed RSU program (we are all owners) Unlimited paid time off policy Flexible working policy Health insurance Health and wellness benefits Possibility for transit fees to be covered Paid leave assistance for new parents Linkedin learning At Lightspeed, we carefully consider a wide range of factors when determining compensation, including your skillset, qualifications, experience, and market data. These considerations can cause your compensation to vary. We reasonably expect the base salary for this position to be in the range of $[85,000 to $100,000] USD, depending on the candidate's location. Additionally, this role may be eligible for discretionary short-term and long-term incentives. Lightspeed also provides a variety of employee benefits including, but not limited to, medical, dental, wellness, life and disability insurance, 401K plan and match, paid parental leave top-up, and paid time off. Please note that this salary information is solely for candidates hired to perform work within the United States, and refers to the amount Lightspeed is willing to pay at the time of this posting, which may vary depending on the candidate's actual location. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. #LI-TL2 To all recruitment agencies: Lightspeed does not accept unsolicited agency resumes. If we have not directly engaged your company in writing to supply candidates for a specific vacancy, Lightspeed will not be responsible for any fees related to unsolicited resumes. Lightspeed is a proud equal opportunity employer and we are committed to creating an inclusive and barrier-free workplace. Lightspeed welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Where to from here? Obviously, this has to be mutually beneficial: we want you to step into a role you love, and we want to offer you a place you're proud to come to every day. For a glimpse into our world check out our career page here. Lightspeed is building communities through commerce, and we need people from all backgrounds and lived experiences to do that. We were founded in 2005, in Montreal's gay village and our original members were all part of the LGBTQ+ community. The ethos of our business has been about inclusion from the very beginning, and we strive to provide a workplace where everyone belongs. Who we are: Powering the businesses that are the backbone of the global economy, Lightspeed's one-stop commerce platform helps merchants innovate to simplify, scale, and provide exceptional customer experiences. Our cloud commerce solution transforms and unifies online and physical operations, multichannel sales, expansion to new locations, global payments, financial solutions, and connection to supplier networks. Founded in Montréal, Canada in 2005, Lightspeed is dual-listed on the New York Stock Exchange (NYSE: LSPD) and Toronto Stock Exchange (TSX: LSPD). With teams across North America, Europe, and Asia Pacific, the company serves retail, hospitality, and golf businesses in over 100 countries. Lightspeed handles your information in accordance with our Applicant Privacy Statement.
$100k yearly Auto-Apply 8d ago
Commercial Relationship Specialist
UMB Bank 4.6
Providence, RI job
**COMMERCIAL RELATIONSHIP SPECIALIST-FRANCHISE FINANCE & HEALTHCARE** At UMB Bank, the Commercial Relationship Specialist provides a highly skilled level of support to Relationship Managers and Clients within Commercial Banking while maintaining and supporting the development of relationships with customers and internal partners. **Primary Responsibilities** + Assist Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate + Act as point of contact for Commercial Banking clients for all servicing requests related to client relationship + Manage post-closing requirements such as exception citing's, collateral perfections, covenant items, etc. + Work closely with Treasury Management team to successfully onboard new Deposit Account and Treasury Services for clients as well as provide guidance to clients to the appropriate resource for servicing and assistance + Maintain client records for both loan and deposit accounts + Provide professional and courteous customer service while answering questions, researching issues, and providing resolutions as needed + Facilitate loan payoffs and collateral release requests + Assist with Analysis Refund requests + Facilitate no-pin wires + Assist with transfers + Handle customer overdraft communication and decisioning + Provide and assist with Loan and Deposit Account information/documentation **Requirements** + High School Diploma or GED and three (3) years general banking experience OR a Bachelor's degree and two (2) years banking or client support experience. Application Deadline: December 31, 2025 **Compensation Range:** $37,490.00 - $71,920.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
$37.5k-71.9k yearly 34d ago

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