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Supervisor jobs at PKF O'Connor Davies

- 171 jobs
  • Press Supervisor

    Spark Talent Acquisition, Inc. 3.8company rating

    Avon, OH jobs

    Press Supervisor - 3rd Shift Direct Hire Industry: Automotive Manufacturing Environment: Automotive / Metal Stamping Pay: $70-$74k annually, with straight-time OT after 40 hours and an 8% annual bonus tied to company performance. Benefits: Comprehensive medical, dental, and vision coverage 401(k) match PTO and paid holidays Annual bonus opportunity (if applicable) Strong internal support team and career development potential Position Summary: We are seeking a hands-on Press Supervisor to lead 3rd shift operations at our Avon, OH facility. This role oversees progressive and transfer system presses while coordinating personnel, ensuring production goals are met, and maintaining a strong focus on safety, quality, and equipment performance. The ideal candidate brings strong technical press expertise and leadership ability, with the willingness to step in and operate or troubleshoot equipment as needed. Position Responsibilities: Supervise, coordinate, and prioritize production personnel on progressive and transfer presses Operate presses and perform hands-on technical work as needed Oversee press control systems, feeders, tooling, and quality checks Troubleshoot and repair presses to maximize uptime and performance Manage manpower, schedules, and workflow to meet plant and customer requirements Ensure compliance with safety standards and lead 5S and continuous improvement initiatives Review and interpret technical manuals, schematics, and blueprints Support production planning and collaborate with cross-functional teams Position Requirements: Bachelor's degree or 5+ years of direct experience with progressive and transfer system presses Strong technical knowledge of press operations, tooling, feeders, and control systems Experience with press setup, troubleshooting, and quality assurance Ability to read and interpret technical manuals and engineering drawings Excellent problem-solving, decision-making, and leadership skills Ability to work 3rd shift (10 PM - 6 AM, Sunday-Thursday) and overtime as required About Spark Talent Acquisition: Spark Talent Acquisition is a Michigan-headquartered recruiting and staffing company that connects great talent with great employers. We understand that building the right team is vital to success. Listening to our clients and creating customized workforce strategies is at the core of what we do. We pride ourselves in team development as it matches our purpose as an organization to help people grow.
    $70k-74k yearly 4d ago
  • Customer Service Supervisor

    Loancare 3.9company rating

    Remote

    We are seeking to fill the role of Customer Service Supervisor - Remote. The ideal candidate thrives in a fast-paced environment, excels in employee development, and enjoys collaborating with clients and internal business partners to achieve the best outcomes for homeowners. Responsibilities • Supervise the performance of Call Center Teams to ensure Customer Experience Specialists meet or exceed performance standards by reviewing all relevant daily, weekly, and monthly reports. • Manage daily operations of the customer service team and provide feedback by monitoring all correspondence, including chats and emails. • Oversee, mentor, advise, and develop Customer Experience Specialists while consistently upholding professional conduct and respect. • Analyze quality monitoring reports to identify and address employee development opportunities. • Manage administrative tasks related to Human Resources, including scheduling, processing time off reports, conducting performance reviews, ensuring timecard accuracy, and handling disciplinary actions. • Ensure thorough and precise documentation of all employee interactions / meetings and records. • Monitor and manage operational risks by ensuring key controls are effectively implemented. • Maintain expert knowledge in the Fair Credit Reporting Act guidelines. • Regularly review and comprehend departmental policies, procedures, training, communications, workflows, performance impacts, and implementation of new processes/strategies affecting the Call Center. • Handle escalated calls as needed and investigate / resolve customer complaints as applicable,while maintaining accurate reporting logs. • All other duties as assigned. Qualifications • High School Diploma or equivalent required. • Understanding of mortgage servicing: escrow, taxes, payment application. • Must be flexible, organized, and able to effectively manage time to prioritize daily assignments/priorities. • Proven leadership or managerial experience. • Expert and proven knowledge of customer service principles and practices. • Analytical ability to apply data and information to all processes and solutions. • Ability to provide consistent engagement in customer and brand experience. • Excellent verbal and written communication skills. • Excellent interpersonal communication skills. • Excellent attention to detail and accuracy. • Excellent analytical ability to detect problems in workflow. • Ability to work with determination while conducting research and awaiting results. • Ability to react effectively to change and manage other essential tasks as assigned. • Ability to multitask while meeting strict timelines and deadlines. • Ability to troubleshoot complex issues and deliver results quickly. • Highly advanced mortgage product knowledge required. Desired Skills and Qualifications • Bachelor's degree. • 5 years of supervisory experience, preferably in a call center. • Understanding of Home Equity Line of Credit (HELOC) servicing. Total Rewards LoanCare's Total Rewards Package offers a comprehensive blend of health and welfare, financial, lifestyle and learning benefits to support employee well-being and engagement. Highlights include: Health & Welfare Coverage: Optional medical, dental, vision, life, and disability insurance Time Off: Paid holidays, vacation, and sick leave Retirement & Investment: Matching 401(k) plan and employee stock purchase plan Wellness Programs: Access to mental health resources, including free Calm memberships, and initiatives that promote physical and emotional well-being Employee Recognition: Programs that celebrate achievements and milestones Lifestyle & Learning Perks: Enjoy discounts on gym memberships, pet insurance, and employee purchasing programs, plus access to a tuition reimbursement program that supports your continued education and professional growth. Compensation Range: $52,400 - $88,000 annually. Actual compensation may vary within the range provided, depending on a number of factors, including qualifications, skills and experience. Build Your Future with LoanCare At LoanCare, we don't just service mortgage loans-we serve people. As a leading full-service mortgage loan subservicer, we deliver excellence to banks, credit unions, independent mortgage companies, investors, and the homeowners they support. Backed by the strength and stability of Fidelity National Financial (NYSE: FNF), a Fortune 500 company, we offer a career foundation built on integrity, innovation, and collaboration. Here, you'll find: A culture that helps you thrive, with resources and support to fuel your growth Flexibility to work remotely, while staying connected through virtual engagement Opportunities to make a real impact in an industry that touches millions of lives If you're ready to grow your career in a place that values your contributions and empowers your success, we invite you to join our team. About Remote Employment We provide the necessary equipment; all you need is a quiet, private place in your home and a high-speed internet connection with a minimum network download speed of 25 megabits per second (MBPS) and a minimum network upload speed of 10 MBPS. Work Conditions Able to attend work and be productive during normal business hours and to work early, late or weekend hours as needed for successful job performance. Overtime required as necessary. Physical Demands Sitting up to 90% of the time Walking and standing up to 10% of the time Occasional lifting, stooping, kneeling, crouching, and reaching Equal Employment Opportunity LoanCare, its affiliates and subsidiaries, is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression (including transgender status), genetic information or any other characteristic protected by applicable law.
    $52.4k-88k yearly Auto-Apply 32d ago
  • Supervisor, Government Risk Consulting

    RSM 4.4company rating

    Atlanta, GA jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. As a Supervisor 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 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 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 Lead teams in identifying out of the box solutions to complex issues. Encourage innovative thinking from seniors and associates 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 industries and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor Identify current and relevant financial services industry thought leadership and incorporate this into client service Independently implement and coach others on foundational industry policies, procedures, and work-programs Own process level client relationships and collaboration with external stakeholders Lead risk assessment management interviews and internal audit plan development 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 review of staff work for accuracy, completeness, and well-reasoned conclusions Manage budgets and provide accurate analysis of estimates to complete to engagement leader Prepare deliverable drafts Master and accurately explain or apply the following: IIA Professional Standards, Internal Methodology, Industry specific guidelines/requirements (as applicable), COSO 2013 Have the ability to support multiple client projects simultaneously, while actively contributing to other firm initiatives Participate in relevant industry associations and events to develop and/or maintain industry focus and relationships 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 demonstrate 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, mentoring and feedback to staff assigned to work with you Support recruiting efforts by understanding and promoting the RSM brand and developing the ability to accurately assess talent Business Development Actively participate in relevant industry associations and events Demonstrate industry understanding and provide thought leadership to clients and prospects Build an internal network and actively demonstrate familiarity with other services provided by the firm Contribute to new pursuits by teaming and developing proposals and other materials Identify new client opportunities or surface ideas for introducing others to existing client relationships Position Qualifications Minimum of 2 years of experience in compliance, audit, internal audit, or related internal control positions 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 Preferred Qualifications Bachelor's or Master's Degree in business, accounting or related discipline. Proficiency in professional writing, spreadsheet, and presentation creation tools. Exposure to data analytics tools is preferred Qualified to pursue a job-relevant certification (e.g. CPA, CIA,) 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: $88,900 - $168,300 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $88.9k-168.3k yearly Auto-Apply 58d ago
  • Supervisor, Private Equity / Hedge Funds (REMOTE)

    Sei Global Services 4.9company rating

    Remote

    The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds team. Our primary goal is to provide exceptional customer service and administration servicing for our clients' assigned hedge and private equity funds. As a Fund Accounting Supervisor, you will act as an intermediary between the funds and their investment managers and serve as the official record keeper for the funds. You will also train and supervise the accounting analysts on the team. What you will do: Your skills in accounting will be used by pricing and maintaining timely records for hedge and private equity holdings using various external pricing resources. You will perform timely reconciliations regarding Net Asset Values and provide accounting reports. You are responsible to communicate the transactions associated with the fund(s) and work closely with internal and external clients to provide accurate and thorough accounting packages. As the record keeper for the fund, you will be involved in the coordination and support of various year-end audit engagements in accordance with GAAP accounting standards. We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations. You will train and supervise the accounting analysts on systems, processing, procedures, and job responsibilities. You will assist in managing a team environment that encourages self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Your due diligence and attention to detail during the review process of the fund accountant analysts work will be key to your team's success while striving for error free reconciliations and reporting. You will correspond with external investment managers regarding day-to-day fund inquiries including reconciliations, coordinating scheduled deliverables, and escalation concerns. Client engagement and a dedication to quality service is a must for success. You will assist the manager with conducting performance appraisals, monthly one-on-ones with the team analysts and provide career pathing and training. You will also ensure staffing requirements are met by participating in analyst interviews. You will team with the manager to provide and foster a team environment to include individual development, promotions and disciplinary action. We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career. What we need from you: BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience. Minimum 2 years experience in the fund services industry, alternatives experience preferred. Intermediate skills in Microsoft Excel. The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls. Strong customer service skills as you will be communicating daily with your clients and other service providers. What we would like from you: A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments. Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment. Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. ********************* Compensation: The base salary pay for this role is $70,000 - $112,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval. Work Location: Remote SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please, please ensure you have reviewed and adhere to our AI use guidelines.
    $70k-112k yearly Auto-Apply 60d+ ago
  • Branch Operations Lead - Dayton Market - Tipp City, OH

    Jpmorgan Chase 4.8company rating

    Tipp City, OH jobs

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. **Job responsibilities** + Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. + Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. + Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. + Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. + Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. + Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. + Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. **Required qualifications, capabilities, and skills** + You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. + You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. + You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. + You have a strong passion for educating the branch team and partners, helping them stay connected and informed. + You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. + You have 1+ years of retail banking experience. + You have a high school degree, GED, or foreign equivalent. + You have the ability to work branch hours including weekends and evenings. **Preferred qualifications, capabilities, and skills** + You have 6+ months of Associate Banker (Teller) experience. + You have a college degree or military equivalent. **Training and Travel Requirement** + You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. + You'll need to be able to travel as required for in-person training and meetings. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $71k-93k yearly est. 2d ago
  • Branch Operations Lead - Dayton Market - Tipp City, OH

    Jpmorgan Chase Bank, N.A 4.8company rating

    Tipp City, OH jobs

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. Job responsibilities Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. Required qualifications, capabilities, and skills You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. You have a strong passion for educating the branch team and partners, helping them stay connected and informed. You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. You have 1+ years of retail banking experience. You have a high school degree, GED, or foreign equivalent. You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills You have 6+ months of Associate Banker (Teller) experience. You have a college degree or military equivalent. Training and Travel Requirement You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. You'll need to be able to travel as required for in-person training and meetings. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $71k-93k yearly est. 3d ago
  • Branch Operations Lead - Dayton Market - Tipp City, OH

    Jpmorgan Chase & Co 4.8company rating

    Tipp City, OH jobs

    JobID: 210692760 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. Job responsibilities * Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. * Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. * Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. * Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. * Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. * Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. * Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. Required qualifications, capabilities, and skills * You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. * You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. * You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. * You have a strong passion for educating the branch team and partners, helping them stay connected and informed. * You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. * You have 1+ years of retail banking experience. * You have a high school degree, GED, or foreign equivalent. * You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills * You have 6+ months of Associate Banker (Teller) experience. * You have a college degree or military equivalent. Training and Travel Requirement * You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. * You'll need to be able to travel as required for in-person training and meetings.
    $71k-93k yearly est. Auto-Apply 3d ago
  • Supervisor, Alternative Investment Funds (HYBRID)

    Sei Global Services 4.9company rating

    Ancient Oaks, PA jobs

    The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds team. Our primary goal is to provide exceptional customer service and administration servicing for our clients' assigned hedge and private equity funds. As a Fund Accounting Supervisor, you will act as an intermediary between the funds and their investment managers and serve as the official record keeper for the funds. You will also train and supervise the accounting analysts on the team. What you will do: Your skills in accounting will be used by pricing and maintaining timely records for hedge and private equity holdings using various external pricing resources. You will perform timely reconciliations regarding Net Asset Values and provide accounting reports. You are responsible to communicate the transactions associated with the fund(s) and work closely with internal and external clients to provide accurate and thorough accounting packages. As the record keeper for the fund, you will be involved in the coordination and support of various year-end audit engagements in accordance with GAAP accounting standards. We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations. You will train and supervise the accounting analysts on systems, processing, procedures, and job responsibilities. You will assist in managing a team environment that encourages self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Your due diligence and attention to detail during the review process of the fund accountant analysts work will be key to your team's success while striving for error free reconciliations and reporting. You will correspond with external investment managers regarding day-to-day fund inquiries including reconciliations, coordinating scheduled deliverables, and escalation concerns. Client engagement and a dedication to quality service is a must for success. You will assist the manager with conducting performance appraisals, monthly one-on-ones with the team analysts and provide career pathing and training. You will also ensure staffing requirements are met by participating in analyst interviews. You will team with the manager to provide and foster a team environment to include individual development, promotions and disciplinary action. We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career. What we need from you: BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience. Minimum 2 years experience in the fund services industry, alternatives experience preferred. Intermediate skills in Microsoft Excel. The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls. Strong customer service skills as you will be communicating daily with your clients and other service providers. What we would like from you: A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments. Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment. Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. ********************* SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please, please ensure you have reviewed and adhere to our AI use guidelines.
    $88k-111k yearly est. Auto-Apply 60d+ ago
  • Supervisor ll Modifications Team - Hybrid

    Dovenmuehle Mortgage, Inc. 3.8company rating

    Lake Zurich, IL jobs

    Job Description Supervisor II Full time; Exempt Department: Special Loans Dovenmuehle Mortgage, Inc. (ā€œDovenmuehleā€) is the leading mortgage subservicing firm in the United States with several hundred financial institution clients nationwide. General Description: Provides supervisory support and leadership to department by monitoring and prioritizing workflow, escalated or complex issues, and serving as an expert on the services and procedures of the department. Reports to Assistant Manager. Essential Functions and Duties: Coordinate and monitor distribution of workflow to maximize productivity, including handling overflow and understaffed areas. Identify and communicate to management issues concerning staffing, workflow, clients, procedures, etc. Participate in interview processes with job candidates. Train new employees, serve as a mentor, and share knowledge and development opportunities to clarify guidelines and strengthen understanding of regulatory compliance and product knowledge. Work with management to set productivity goals; evaluate employee productivity against department standards. Monitor employee work to ensure employee professionalism, knowledge, and competency align with organizational standards; ensure department as well as regulatory requirements are strictly adhered to. Coach and counsel employees as appropriate; participate in annual review process as assigned. Assist managers with tracking attendance, payroll administration, and other HR-related administrative tasks. Prepare and submit departmental reports to management as requested. Review quality control data and address/correct any deficiencies. Successfully complete annual regulatory compliance training. Performs other related duties as assigned. Department Specific/Additional Duties: Hold team meetings. Create process improvement for the benefit of the department. Strategize process improvement initiatives. Review and update processing QC checklists, Desktop procedures, and Policy & Procedure Handbooks as needed. Perform weekly 1-on-1 meetings with all team administrators to keep them apprised of individual issues, concerns, changes, and coaching as needed. Perform weekly team meetings to go over universal issues, concerns, changes, and coaching. Meet weekly with the Assistant Manager, keeping the Assistant Manager apprised of any concerns and highlights about the team. Oversee team IM Chats, ensure it is being utilized appropriately. Serve as backup to Assistant Manager on product issues if the Assistant Manager is out of the office. Perform monthly check in office of all desks to ensure no loan information is visible. Preparation of monthly client and management reports. Assist and oversee any special projects assigned to the department. Assist and oversee transfers and conversions. Maintain telephone servicing levels. Handle escalations (tasks, calls, client, and borrower issues, etc.). Work with other departments for ongoing process improvements. Act as the backup for staff and Management when necessary Required Qualifications: Bachelor's degree or equivalent combination of education and experience. Proficient with Microsoft applications (including advanced Excel experience.) Strong analytical and problem-solving skills and attention to detail. Exceptional organizational and time-management skills. Ability to handle complex, multiple tasks simultaneously in a fast-paced environment. Effective verbal and written communication skills with demonstrated ability to always interact in a positive and professional manner with all levels of both internal and external audiences. Preferred/Other Qualifications: 1+ years' experience with MSP Servicing Platform. 1+ years' experience in the mortgage industry preferred. Benefits Medical, Dental, Vision, Wellness, Flexible Spending Account, Employee Assistance Program and more. Employer paid Life Insurance, Short Term Disability, and Long-Term Disability. 401 (K) Plan with company match Paid Vacation, Sick, Personal and Holidays Physical Demands and Work Environment: The employee must be comfortable in either an on-site office setting, or a quiet, designated work from home space that is free from distractions and noise. The employee is regularly required to communicate (give/receive) information through multiple methods of communication with clear understanding from others. Must be able to exchange accurate information in these situations. The employee must be able to remain in a stationary position and or move about the organization or remote office. The employee is frequently required to stand or walk (or otherwise move through the organization); sit; use hands to type, write, handle, or feel and reach. May occasionally climb or balance; stoop, kneel, or crouch; or lift and/or move up to 25 lbs. Employees may be required to type and utilize a computer for long periods of time. The employee may be required to frequently operate a standard variety of office equipment including computers, calculators, copy machine, computer printer and phones. The noise level, if working on-site, is usually moderate and typical of an office environment. In accordance with applicable disability laws, Dovenmuehle works with applicants and employees to make reasonable accommodations to the job or work environment when doing so will enable an employee with a qualified disability to satisfactorily perform the essential functions of the job.
    $39k-64k yearly est. 23d ago
  • Supervisor - Attest

    EFPR 4.0company rating

    Williamsville, NY jobs

    Benefits & Perks: With EFPR's 2080 Annual Hours Policy for Accounting professionals, EFPR continues to be leader in the Public Accounting Industry. 2080 combined with our Flex Policy, and our competitive compensation and benefits package, EFPR remains a destination employer. If you want to join a team that offers excellent opportunities for career development and advancement, please visit our website, here (************************************ E6CDkxY0H5DJ1zCW9xHl). Description EFPR Group is seeking a Supervisor with 3-5 years of experience to join its Auditing team in Buffalo. The supervisor will be responsible for insuring assigned engagements are completed in a timely fashion using the resources provided by the firm while maintaining the standards set forth by the firm's quality control document. The Company offers a unique environment that fosters individual growth and rewards performance. Job duties include but are not limited to the following: • Responsible for insuring the assigned engagements are completed in a timely fashion • Perform duties with a minimum of supervision • Supervise a team of 2-3 • Help train staff and senior accountants • Interact with clients to facilitate workflow • Learn and adhere to the firm's policies and procedures • Conduct research, maintain proficiency in professional standards, and develop expertise within the Firm • Able to handle multiple jobs at a time • Able to assist with preparing and presenting at board meetings Requirements Qualifications and Skills: • BS in Accounting required; 150-hour degree preferred • Willingness to travel • CPA exam in process a plus • Prior Public Accounting audit experience a plus • Strong verbal and written communication skills • Effective leadership, interpersonal, organizational, technology and analytical skills • Exceptional customer service skills • Self-starter with the ability to handle and manage multiple priorities • Strong organizational, problem-solving, and analytical skills • Proficient computer skills in: o Excel o Word o Outlook • Attention to detail and accuracy • Excellent organizational, verbal and written communication skills • Multi-tasking • Interpersonal skills for facilitating all firm billing with partners, bill managers and clients • Possess the ability to listen and handle elevated situations as they arise and maintain professionalism in difficult conversations with staff and clients • Ability to work in a fast paces, due date oriented environment • Ask appropriate questions as needed The position is based in Buffalo, NY. Consideration will be given to qualified employees if they wish to work remotely. Salary Description $70,000 - $90,000
    $70k-90k yearly 60d+ ago
  • Tax Supervisor (Atlanta Office/Remote)

    Smith + Howard Career 3.6company rating

    Atlanta, GA jobs

    Tax Supervisor Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard. Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with a national reach, while still offering a local firm flavor. We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of Atlanta's top firms. If you are ready to make a career move and join a firm consistently named an ā€œAJC Top Workplaceā€ and a ā€œBest of the Best Firmsā€ (Inside Public Accounting), we invite you to complete our employment application. Summary In our tax supervisor role, you will communicate with our clients and get an understanding of their businesses and how we can help them be successful. This will include performing various aspects of tax compliance, projections, preparing responses to tax notices, assistance with special projects, and communicating with clients and building relationships. Essential Functions Assist in handling routine audits, questions, and notices from federal or state agencies. Frequent client contact, especially with respect to updating clients on progress of outstanding items and answering basic questions. Request appropriate information from clients and/or supervisors to prepare tax returns and other filings. Act as a primary client contact on assigned clients. Assist clients by advising of tax implications of their business objective and recommend alternate courses of action. Successfully manage the planning, administration and conclusion of client engagements. Prepare/supervise preparation of tax accrual workpapers. Review tax law developments and determines which developments apply to clients. Take supervisory responsibility for statutory due dates/tax control items and the due dates of other planning projects. Serve as a technical resource for staff and promotes their understanding of technical issues. Supervise staff in preparation of returns and use of technology as requested. Assist with the presentation and delivery of in-house training. Position Requirements Bachelor's degree in Accounting/Finance or other relevant degree program CPA license required Two to five years of public accounting experience, preferred Knowledge of basic accounting procedures and Generally Accepted Accounting Principles (GAAP) Proficient in Microsoft Office applications Ability to multi-task with excellent written and verbal communication skills Must be able to meet assigned deadlines in a fast-paced, team environment
    $80k-116k yearly est. 60d+ ago
  • Card Services Supervisor

    Scott Credit Union 3.8company rating

    Edwardsville, IL jobs

    Card Services Supervisor - Card Services Department; Home Office Branch Banking • Full-Time • Cards Services Scott Credit Union is hiring a Cards Services Supervisor in Edwardsville, IL to lead key initiatives that elevate our brand and strengthen our connection with the community. We're looking for someone who excels at driving projects from concept to completion, solving complex challenges, and ensuring cross-functional collaboration. If you thrive in a fast-paced, service driven environment and are passionate about delivering impactful results, we'd love to have you no our award-winning team. Schedule: Full-time | Monday-Friday Work Location Status: Fully on-site for the first 30-90 days at the Edwardsville, IL Headquarters. After successful completion of probationary period, position may be eligible for hybrid or remote work. *Employees in hybrid or remote roles may be required to return on-site periodically for meetings, events, or other work-related needs as determined by their manager. About the Role The Card Services Supervisor is responsible for supervision of the daily activities of card operations for debit, credit and gift card products including fraud and disputes. In partnership with the Card Services Manager, this leader is accountable to deliver best in class member satisfaction, create and maintain innovative member experiences that drives increased card growth and utilization, and delivers cost-effectiveness and operational simplifications across all functional areas of the credit and debit card portfolio. This position will deliver strong operating results while ensuring compliance with regulatory, legal, and other statutory requirements. Responsible for engaging with product and internal partners to ensure SCU's card operational functions are monitored and managed to expected service levels established with current card provider. This includes providing operational support to the Card Services Manager and ensures alignment with the department's strategic goals. Why Join Scott Credit Union? Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth. Benefits include: 11 paid holidays and competitive PTO 401(k) with employer match Medical, dental, vision, and life insurance Short-Term Disability, including maternity leave Tuition reimbursement program ā€œDress for your dayā€ policy Career advancement opportunities Supportive, team-oriented culture What You'll Do Provide day-to-day supervision and management of card operations including the maintenance of card issuance, disputes, billing, and reporting. Partner with vendors to effectively address operational business requirements and ensure vendors meet service level objectives. Partner with Risk Management, Compliance, and card provider on fraud monitoring and reporting and contributes to new and revised rules for fraud prevention. Ensure compliance and regulatory requirements are met. Review operating practices and procedures, implement processes to increase service quality, reduce risk and establish or improve internal controls. Develops and maintains operational dashboards and metric recommendations in support of analyzing and evaluating operational performance. What You Bring High school diploma or equivalent. Minimum three years' experience working with debit and credit cards in a cards department or similar experience. Minimum two years' managing or supervising experience. Experience with state and federal debit and credit card rules and regulations. Personal computer experience to include Microsoft Windows Applications. Is This You? You're energized by creating meaningful connections and delivering strategic solutions You stay focused under pressure and prioritize precision in your work You take initiative, own your projects, and consistently aim for high-quality results You're looking to build a long-term career where your skills can grow and evolves Our Commitment At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth-for both our members and our employees. Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview. debit card operations; credit card operations; card services; payment processing; payment operations; dispute resolution; fraud prevention; cardholder services; financial services; banking operations; financial institution; customer service; retail banking;
    $37k-45k yearly est. Auto-Apply 60d+ ago
  • Program & Project Management, Supervisor

    RSM 4.4company rating

    Cleveland, OH jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM is seeking a Program & Project Management Supervisor to join our growing practice. In this role, you will lead small to medium-sized engagements across diverse industries, managing teams to deliver projects on time, within budget, and aligned with client expectations. You'll play a key role in developing team members, identifying new opportunities with clients, and contributing to the growth of our practice. This is an exciting opportunity for a motivated professional who thrives in a collaborative, fast-paced environment and is passionate about delivering high-quality solutions and building strong client relationships. Key Responsibilities Lead the delivery of small to medium-sized engagements valued between $250K-$800K. Develop and manage project plans, budgets, and schedules while ensuring alignment with client goals and expectations. Establish program governance structures to support effective decision-making and accountability. Manage project scope in accordance with Statements of Work (SOW) and maintain a Change Request Log. Monitor progress, manage risks, and communicate project impacts to both clients and internal stakeholders. Direct and motivate project teams, fostering a positive and productive working environment. Identify and resolve project issues, escalating when necessary to ensure timely resolution. Communicate project expectations clearly and regularly to clients and consultants. Collaborate across RSM practice areas to deliver integrated solutions and uncover additional client opportunities. Provide mentoring and on-the-job coaching to team members, promoting professional growth and inclusion. Build and maintain strong relationships with clients and internal engagement teams. Support business development efforts by identifying new opportunities and contributing to proposal development. Basic Qualifications Bachelors degree Minimum of 5 years of experience in project management or business process improvement Strong understanding of project and program management methodologies Proven experience managing transformation engagements (e.g., ERP, Business Intelligence) Excellent communication and interpersonal skills, with the ability to collaborate across teams and with clients Self-starter with the ability to work independently and manage multiple priorities Proficiency in project management tools such as Smartsheet, Excel, PowerPoint, and MS Visio Strong problem-solving and troubleshooting skills with sound judgment Ability to travel up to 50%. Preferred Qualifications PMP or SCRUM certification Experience with ERP implementations (e.g., Dynamics 365, NetSuite, Oracle) Exposure to business capability benchmarking, blueprinting, and roadmap development Experience with business case development and management Industry expertise in healthcare (Medicare/Medicaid) or public sector transformation initiatives Familiarity with regulatory compliance, operational modernization, and system integration 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: $95,400 - $192,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $95.4k-192k yearly Auto-Apply 60d+ ago
  • Branch Operations Lead - Cleveland West - North Ridgeville, OH

    Jpmorgan Chase 4.8company rating

    North Ridgeville, OH jobs

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. **Job responsibilities** + Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. + Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. + Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. + Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. + Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. + Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. + Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. **Required qualifications, capabilities, and skills** + You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. + You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. + You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. + You have a strong passion for educating the branch team and partners, helping them stay connected and informed. + You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. + You have 1+ years of retail banking experience. + You have a high school degree, GED, or foreign equivalent. + You have the ability to work branch hours including weekends and evenings. **Preferred qualifications, capabilities, and skills** + You have 6+ months of Associate Banker (Teller) experience. + You have a college degree or military equivalent. **Training and Travel Requirement** + You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. + You'll need to be able to travel as required for in-person training and meetings. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $72k-94k yearly est. 9d ago
  • Branch Operations Lead - Cleveland West - North Ridgeville, OH

    Jpmorganchase 4.8company rating

    North Ridgeville, OH jobs

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. Job responsibilities Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. Required qualifications, capabilities, and skills You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. You have a strong passion for educating the branch team and partners, helping them stay connected and informed. You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. You have 1+ years of retail banking experience. You have a high school degree, GED, or foreign equivalent. You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills You have 6+ months of Associate Banker (Teller) experience. You have a college degree or military equivalent. Training and Travel Requirement You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. You'll need to be able to travel as required for in-person training and meetings.
    $72k-94k yearly est. Auto-Apply 10d ago
  • Supervisor, HighRadius Consulting (Location Flexible)

    RSM 4.4company rating

    Cincinnati, OH jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. We are looking for a HighRadius Consulting Supervisor for our rapidly growing national HighRadius practice. This dynamic team is a part of our overall Finance Transformation solution focused on "modernizing the office of the CFO." This is an ideal opportunity for someone who is looking for an entrepreneurial opportunity within the security of a well-established firm. This position will be directly involved with relationship management and onsite client projects. As our HighRadius Consultant, you will be able to draw from your experience and knowledge to help clients improve their business by providing services such as HighRadius Implementations, Process Improvement, Financial Transformation, Procedure Design and Optimization, etc. This practice line is exciting, growing and offers tremendous career opportunity. Key Responsibilities: * Consulting with accounting, financial, operational and other management personnel to improve their businesses * Lead HighRadius implementation projects, design, assess, troubleshoot/test during the implementation cycle * Train and advise clients in the leading use of HighRadius products to fit their specific needs * Train and mentor staff/project team * All engagements require process analysis/optimization, documentation, project management skills and the ability to work in collaborative teams * Participate in business development activities to attract and retain new and existing clients * Coordinate and manage delivery across globally distributed teams to ensure seamless collaboration and execution. Required Qualifications: * Bachelor's Degree in Accounting or related field * Minimum 5 years of overall, relevant work experience in accounting (Order to Cash / Accounts Receivable expertise), operations and/or performance improvement consulting * Minimum 3 years of experience successfully implementing HighRadius' Order to Cash solutions * Travel expectations 20% or greater Preferred Qualifications: * Consulting or Professional Services firm experience is preferred with previous pre-sales/sales experience * Experience implementing other finance and accounting technologies (BlackLine AR, Billtrust, etc) * Experience leading outsourced teams * Understanding and demonstrated experience with working with multiple clients * Corporate or industry accounts receivable accounting experience is preferred * Previous experience with operational process reviews and basic internal control requirements * Ability to anticipate and address client concerns and issues * Strong accounting skills and knowledge * Ability to break complex issues into project steps and problem solve * Ability to facilitate clients, and project teams, at all levels of the organization 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: $95,400 - $192,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $95.4k-192k yearly Easy Apply 2d ago
  • Supervisor, Private Equity / Hedge Funds (REMOTE)

    SEi 4.4company rating

    Pennsylvania jobs

    The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds team. Our primary goal is to provide exceptional customer service and administration servicing for our clients' assigned hedge and private equity funds. As a Fund Accounting Supervisor, you will act as an intermediary between the funds and their investment managers and serve as the official record keeper for the funds. You will also train and supervise the accounting analysts on the team. What you will do: Your skills in accounting will be used by pricing and maintaining timely records for hedge and private equity holdings using various external pricing resources. You will perform timely reconciliations regarding Net Asset Values and provide accounting reports. You are responsible to communicate the transactions associated with the fund(s) and work closely with internal and external clients to provide accurate and thorough accounting packages. As the record keeper for the fund, you will be involved in the coordination and support of various year-end audit engagements in accordance with GAAP accounting standards. We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations. You will train and supervise the accounting analysts on systems, processing, procedures, and job responsibilities. You will assist in managing a team environment that encourages self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Your due diligence and attention to detail during the review process of the fund accountant analysts work will be key to your team's success while striving for error free reconciliations and reporting. You will correspond with external investment managers regarding day-to-day fund inquiries including reconciliations, coordinating scheduled deliverables, and escalation concerns. Client engagement and a dedication to quality service is a must for success. You will assist the manager with conducting performance appraisals, monthly one-on-ones with the team analysts and provide career pathing and training. You will also ensure staffing requirements are met by participating in analyst interviews. You will team with the manager to provide and foster a team environment to include individual development, promotions and disciplinary action. We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career. What we need from you: BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience. Minimum 2 years experience in the fund services industry, alternatives experience preferred. Intermediate skills in Microsoft Excel. The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls. Strong customer service skills as you will be communicating daily with your clients and other service providers. What we would like from you: A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments. Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment. Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. ********************* Compensation: The base salary pay for this role is $70,000 - $112,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval. Work Location: Remote SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please, please ensure you have reviewed and adhere to our AI use guidelines.
    $27k-46k yearly est. Auto-Apply 60d+ ago
  • Supervisor, Alternative Investment Funds (HYBRID)

    SEI 4.4company rating

    Ancient Oaks, PA jobs

    At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds team. Our primary goal is to provide exceptional customer service and administration servicing for our clients' assigned hedge and private equity funds. As a Fund Accounting Supervisor, you will act as an intermediary between the funds and their investment managers and serve as the official record keeper for the funds. You will also train and supervise the accounting analysts on the team. What you will do: * Your skills in accounting will be used by pricing and maintaining timely records for hedge and private equity holdings using various external pricing resources. You will perform timely reconciliations regarding Net Asset Values and provide accounting reports. You are responsible to communicate the transactions associated with the fund(s) and work closely with internal and external clients to provide accurate and thorough accounting packages. * As the record keeper for the fund, you will be involved in the coordination and support of various year-end audit engagements in accordance with GAAP accounting standards. We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations. * You will train and supervise the accounting analysts on systems, processing, procedures, and job responsibilities. You will assist in managing a team environment that encourages self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Your due diligence and attention to detail during the review process of the fund accountant analysts work will be key to your team's success while striving for error free reconciliations and reporting. * You will correspond with external investment managers regarding day-to-day fund inquiries including reconciliations, coordinating scheduled deliverables, and escalation concerns. Client engagement and a dedication to quality service is a must for success. * You will assist the manager with conducting performance appraisals, monthly one-on-ones with the team analysts and provide career pathing and training. You will also ensure staffing requirements are met by participating in analyst interviews. You will team with the manager to provide and foster a team environment to include individual development, promotions and disciplinary action. * We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. * You will have the opportunity to partner with a diverse team and grow your career. What we need from you: * BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience. * Minimum 2 years experience in the fund services industry, alternatives experience preferred. * Intermediate skills in Microsoft Excel. * The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. * Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls. * Strong customer service skills as you will be communicating daily with your clients and other service providers. What we would like from you: * A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments. * Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy * Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. * Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment. * Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. * Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. ********************* SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please, please ensure you have reviewed and adhere to our AI use guidelines.
    $27k-47k yearly est. 4d ago
  • Tax Supervisor (Hybrid Options Available)

    Thompson Greenspon 3.9company rating

    Fairfax, VA jobs

    Job DescriptionSalary: Looking for a fantastic career opportunity and excellent work/life balance with a growing mid-size CPA firm in the metro DC area?Thompson Greenspon is seeking exceptional, experienced Tax Supervisorsto join the Firm.Our tax team prepares Federal and Multistate tax returns for C corporations, S corporations, partnerships, trusts and estates, individuals, nonprofits and entities. As a Tax Supervisor you will have the opportunity to make an impact by: Developing a relationship with engagement-related client personnel who are responsible for tax matters Maintaining contact with client personnel responsible for tax matters throughout the year; possessing a good knowledge of the client and the clients business especially as related to tax matters Identifying tax planning and consulting opportunities Working for multiple clients simultaneously Directly communicating with clients and serving as the primary point of contact Proactively communicating with other staff on status of projects and assistance needed Mentoring and participating in training as an attendee and as a leader Bringing unusual or significant tax questions to the attention of the manager or partner Tackling more complex accounting and/ or tax issues Being cognizant of time budgets, but does not allow time budgets to sacrifice the quality and/or efficiency Qualified candidates will be a CPA with several years of progressive CPA firm experience with: A broad tax knowledge and knowledge of generally accepted accounting principles Understanding of a broad range of accounting issues including those involving higher levels of judgment such as: priority for income taxes, revenue recognition, subsequent events, contingencies, and industry specific procedures and a knowledge of business trends Ability to review and provide feedback on tax work prepared by all staff in a professional manner Ability to establish a rapport and good communication with clientele Ability to gather, organize, and summarize information efficiently and effectively Ability to adhere to given budgets and deadlines Motivate, develop and direct people as they work Demonstrate excellent verbal and written communication skills Applies principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Demonstrates strong organizational skills and attention to detail Ability to train, orient and mentor staff Active PTIN required, or ability to obtain on before start date. Why Thompson Greenspon? Thompson Greenspon has been recognized as a Top Workplace by The Washington Post for several years- and were proud of the fact that our success is rooted in our commitment to a positive, healthy work environment. We offer: A strong focus on work/life balance, including competitive salaries, a generous benefits package, Fridays off during the summer, free parking, and gym access A collaborative, close-knit team environment where youll be exposed to diverse client accounts and the full spectrum of public accounting Ongoing career development, including training, seminars, continuing education programs, and a mentoring initiative to support your growth Opportunities for advancement Thompson Greenspon values organic growth and believes in promoting from within Access to cutting-edge technology and resources typically found in larger firms, all within a personal, supportive setting About Us: Since 1956, Thompson Greenspon has provided audit, accounting, financial reporting, tax, consulting and advisory services to a broad spectrum of clients. We are located in Fairfax, Virginia and serve clients throughout the nation. We are among the 20 largest firms practicing in Virginia with the resources and expertise to meet all professional accounting needs. We are the exclusive Northern Virginia member of CPAmerica, one of the largest associations of CPA firms in the United States. Visit ************** for more information
    $28k-46k yearly est. 11d ago
  • Supervisor of Analytics Reporting

    Credit Acceptance Corporation 4.5company rating

    Remote

    Credit Acceptance is proud to be an award-winning company with local and national workplace recognition in multiple categories! Our world-class culture is shaped by dedicated Team Members who share a drive to succeed as professionals and together as a company. A great product, amazing people and our stable financial history have made us one of the largest used car finance companies nationally. Our Engineering and Analytics Team Members utilize the latest technology to develop, monitor, and maintain complex practices that help optimize our success. Our Team Members value being challenged, are encouraged to express their ideas, and have the flexibility to enjoy work life balance. We build intrinsic value by partnering with all functions of our business to support their success and make strategic business decisions. We focus on professional development and continuous improvement while enjoying a casual work environment and Great Place to Work culture! The purpose of the Supervisor, Analytics Reporting position is to actively monitor and report on the performance of models in production. In addition, to coach and support a team in developing an increased knowledge of the systems and internal methodologies. Outcomes and Activities: This position will work from home; occasional planned travel to an assigned Southfield, Michigan office location may be required. However, this position is permitted to work at a Southfield, Michigan office location if requested by the team member. Develop complex programming to extract and manipulate data Create reports regarding key performance indicators (KPI's) Investigate reporting trends Run ad hoc data requests for key business users Provide fraud related triggers reporting Automate recurring reports Models and strategies: Monitor and maintain complex statistical models with the goal of optimizing high volume decisions to add intrinsic value to Credit Acceptance Reporting: Develop, produce, and support reporting to measure the performance of processes, models, and strategies Ad hoc data analysis: Support and perform data analysis to solve business problems and drive better decisions Translate business requirements: Translate high level business goals into the tasks and technical specifications needed to accomplish the goal Provide reoccurring training, coaching, and mentorship to less senior level team members. Knowledge and Skills: Possess knowledge of the auto lending industry and related analytical tools Ability to apply analytical skills to solve problems creatively Act promptly and effectively when assigned tasks Communicate complex information to others in a way they can understand Work well with others in a team environment Be proactive and make recommendations as opportunities arise Be self-motivated and able to perform with minimal supervision Requirements: Bachelor's degree or higher (Computer Science, Economics, Mathematics, Statistics, Business Analytics, Finance, etc. - preferred) 5+ years professional experience with SAS, SQL, R, Python or other statistical programming language (SAS/SQL highly preferred) 3+ years of recent experience creating reports, reviewing for trends, and performing deep dive analysis in an analytical tool or in a business intelligence setting 2+ years of recent experience leading or mentoring an analytics team Experience developing reporting to monitor predictive models Ability to work on multiple competing priorities Experience achieving objectives with minimal supervision Strong analytical problem-solving skills Strong attention to detail and a focus on accuracy Experience mentoring or providing guidance to less senior team members Apply analytical skills to solve problems creatively Ability to extract and manipulate large data sets Communicate complex information to others in a way they can understand Demonstrated ability to work on projects with broad requirements Preferred: 3+ years' experience in auto lending analytics Recent small company experience. Targeted Compensation: $107,000 - $143,000 base salary + an annual bonus plan This position is not currently open to individuals who require sponsorship now or in the future to work legally for Credit Acceptance, such as H-1b / H-4 or F-1 OPT visa holders. #LI-Remote #zip INDCSMP Benefits Excellent benefits package that includes 401(K) match, adoption assistance, parental leave, tuition reimbursement, comprehensive medical/ dental/vision and many nonstandard benefits that make us a Great Place to Work Our Company Values: To be successful in this role, Team Members need to be: Positive by maintaining resiliency and focusing on solutions Respectful by collaborating and actively listening Insightful by cultivating innovation, accumulating business and role specific knowledge, demonstrating self-awareness and making quality decisions Direct by effectively communicating and conveying courage Earnest by taking accountability, applying feedback and effectively planning and priority setting To create an environment where people do their best work, we focus on the dimensions of Organizational Health. All leaders must: Identify the Right People by recognizing top talent Set Clear Expectations by managing change and directing others Train team members and focus on developing talent Performance Manage by ensuring accountability and driving results Create the Right Environment by establishing trust and managing conflict Maintain the Right Number of team members needed to build an effective team Expectations: Remain compliant with our policies processes and legal guidelines All other duties as assigned Attendance as required by department Advice! We understand that your career search may look different than others. Our hiring team wants to make sure that this would be a fit not just for us, but for you long term. If you are actively looking or starting to explore new opportunities, send us your application! P.S. We have great details around our stats, success, history and more. We're proud of our culture and are happy to share why - let's talk! Required degrees must have been earned at institutions of Higher Education which are accredited by the Council for Higher Education Accreditation or equivalent. Credit Acceptance is dedicated to providing a safe and inclusive working environment for all. As part of our Culture of Compliance, we are proud to be an Equal Opportunity Employer and value our culturally diverse workforce. All qualified applicants will receive consideration for employment regardless of the person's age, race, color, religion, sex, gender, sexual orientation, gender identity, national origin, veteran or disability status, criminal history, or any other legally protected characteristic. California Residents: Please click here for the California Consumer Privacy Act (CCPA) notice regarding the personal information Credit Acceptance may collect from you. Play the video below to learn more about our Company culture.
    $35k-52k yearly est. Auto-Apply 60d+ ago

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