Portfolio manager jobs in Milwaukee, WI - 220 jobs

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Additional Responsibilities Work with many of the world's largest renewable energy companies to develop and implement innovative tax solutions! Join an exciting and rapidly growing industry to help clients solve challenging issues introduced by the Inflation Reduction Act. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies. PwC Tax provides unparalleled technical knowledge and specialization, and industry insights. Global LoS Tax Job Requirements and Preferences Basic Qualifications Minimum Degree Required (BQ) Bachelor Degree Required Field(s) of Study (BQ) Accounting Minimum Year(s) of Experience (BQ) 5 year(s) Certification(s) Required (BQ) CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications Preferred Knowledge/Skills Demonstrates in-depth knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds: Leveraging knowledge of structuring of funds and fund management companies to limit tax liability; Possessing in-depth knowledge of alternative investment strategies and vehicles; and, Utilizing in-depth tax technical skills, including partnership tax forms. Demonstrates in-depth experience identifying and addressing client needs: Experience with complicated partnership structures; Experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; Showcasing a desire to learn more about the renewable energy industry Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements; Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; Building, maintaining, and utilizing networks of client relationships and community involvement; and, Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************

Full-time Description As the Portfolio Manager, you will lead a team of Property Managers responsible for overseeing and managing a diverse portfolio of properties. This includes all operational and financial aspects of property management. You will assume fiduciary responsibility and ensure the portfolio operates in line with the owner's goals and objectives. Your role will involve nurturing strong relationships with clients, property managers, and team members while ensuring exceptional property performance. Core Responsibilities Client Relationship Management: Establish and maintain strong, positive relationships with all clients to ensure their satisfaction and success Property Strategy Development: Assist in developing and implementing strategies for property operations, leasing, and capital improvements across the portfolio Financial Oversight: Review and approve property budgets, monthly financial reports, and annual CAM reconciliations to ensure alignment with financial goals Team Leadership & Development: Coach and mentor Property Managers and their teams to foster career growth and continuous improvement Project Oversight: Provide guidance and support to Property Managers on larger operational and capital improvement projects Property Inspections: Perform routine preventative site inspections to ensure properties meet or exceed owner expectations, recommending improvements as necessary Contract Negotiation: Assist in negotiating service contracts when needed to ensure best value for the properties Onboarding New Assets: Support the seamless onboarding of new assets into the portfolio Process Improvement: Contribute to the development and implementation of standard operating procedures to ensure best-in-class service delivery Training & Onboarding: Assist in the onboarding of new Property Management team members and help develop training protocols Requirements 10+ years of experience in real estate/property management with a diverse portfolio of asset types Excellent communication skills with a commitment to customer service and relationship-building Strong attention to detail and ability to manage complex tasks simultaneously In-depth knowledge of financial reporting, including variance reporting, general ledgers, CAM estimates/reconciliations, and financial analysis Bachelors degree required Industry certifications such as CPM, RPA, or CCIM preferred Proficiency in Microsoft Office Suite and real estate software such as AppFolio, MRI, Angus, etc Active Real Estate License required Benefits At Harmoniq Residential, we offer a comprehensive benefits package designed to support your well-being and professional growth, including: Three medical plan options Dental and vision coverage Flexible spending plan Short-term and long-term disability coverage 401(k) participation starting with your first paycheck Company-paid life insurance Educational assistance Generous Paid Time Off (PTO) and paid company holidays Fitness Center Access Our Culture Our company is built on integrity and guided by three core principles: Warrior-Spirit: Committed to excellence, innovation, and determination Empathy: Prioritizing others, operating on trust, and valuing emotional intelligence Better Together: Collaboration and teamwork, believing the whole is greater than the sum of its parts We are dedicated to providing superior services and building long-term relationships with our clients. We are an equal employment opportunity employer and do not discriminate on the basis of any legally protected characteristic.

This position is responsible for retention and expansion of existing commercial customer relationships. Primary responsibilities include: cultivating relationships within the existing, assigned, portfolio; analyzing new and maturing loan requests (including adherence to loan policy); recommending loan structure; collecting financial statements; and identifying cross selling/referral opportunities of deposits, Treasury Management, Insurance, Investments, mortgage loans, and consumer loans. Hours: Monday - Friday 8am-5pm, flexibility required to meet customer needs. *Hours may vary based on business needs. Essential Duties and Responsibilities: Cultivate relationships within an existing, assigned, portfolio of business banking customers focusing on retention and expansion of the relationships. Manage due diligence and communication with new and existing customer loan requests. Conduct a high-level analysis of commercial loan requests and recommend structure. Manage the maturing loans by working with the customer and the credit department. Ensure the portfolio administration and risk management of each customer relationship within assigned portfolio is in compliance with established Citizens Bank policies, procedures, and business strategy as well as regulatory guidelines. Provide advice to customers regarding trends and conditions of the business environment, capital markets, and general banking trends, when necessary. Monitor loan repayment activities and financial condition of borrowing customers. Take preliminary steps to collect past due payments. Assume overall responsibility for the credit quality of the assigned loan portfolio. Participate in the bank's loan approval process, presenting to Loan Committee and/or the Board of Directors. Responsible for identifying cross-selling opportunities for all bank products including deposits, Treasury Management, Insurance, Investments, mortgage loans, and consumer loans. Participate in networking activities within community, trade organizations and business functions to ensure a positive image for the bank. Any other duties as assigned. Requirements: High school diploma or GED required. Bachelor's degree in finance, Accounting or Business Administration preferred. A minimum of 2 years of experience in a bank and/or lending setting. Knowledge of standard corporate structures and commercial underwriting and lending practices preferred. Strong analytical and financial modeling skills. Ability to cross-sell banking and other financial services products. Ability to make decisions with little supervision. Effective presentation skills. High level of professionalism. Strong verbal and written communication skills. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines. Critical Competencies: Customer Service Excellence Relationship Selling Communication Organization ****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at ********************************************************************************************

RWE Clean Energy, LLC To start as soon as possible, full time, permanent Functional area: Project Development Remuneration: Exempt The Senior Manager, Portfolio Execution is responsible for all commercial activities related to build transfer contracting of utility scale renewable assets. This role will work alongside other members of the Portfolio Execution team to identify, respond and negotiate build transfer contracts. Additionally, this role will be responsible for deeply understanding the market and developing customer relationships to enable RWE to be well positioned to support our customers. Role Responsibilities: * Lead the outreach, response, engagement and contracting with potential Offtakers around specific projects * Provide financial optimization and leadership in driving projects to successful leadership and financial approval * Manage multiple projects and engage with internal teams including technical, financial, legal, etc. * Develop and deliver of leadership presentations (including to Executive Leadership Team), seeking approval for major investments * Identify business priorities, project strategy, commercial opportunities and overall risks to help guide projects appropriately through the development process * Identify key drivers for project economics * Coordinate with multidisciplinary internal and external teams to develop and assess risks to project pipeline Job Requirements and Experiences: * Bachelor's degree required with MBA preferred * Minimum 7 years of experience in renewables, energy efficiency, clean-tech, utilities sector and/or related fields * Strong renewable market knowledge growth including offtake opportunities, offtake contact requirements, market comps, supplier engagement, etc. * Strong creativity and problem solving skills * Proven analytical skills and presentation skills * Strong interpersonal skills, with ability to manage customer relationships * Demonstrated desire to learn about the Company and the renewables space * Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams * Strong leadership and communication, and ability to meet deadlines * Strong organization skills and ability to coordinate multiple tasks and deliverables * Ability to multi-task, while working independently and as part of a team * Motivated self-starter, goal-oriented, and strong problem-solving abilities * Proven performance with strategy, market development and/or business development with a focus on large project development in the renewables / energy market * Ability to assess renewable project financials * Strong, proven commercial acumen and ability to apply it across the development lifecycle * Utility market project development experience including complex financial offers * Ability to oversee complex projects with customer facing elements * Proven ability to empathize, build relationships, and effectively communicate with people from a diverse set of backgrounds * Responds well to direction, is easy to challenge and develop, and is coachable * Detail-oriented, has strong business acumen, and a sound understanding of business concepts * This position is an office-based role with some travel and visits to other RWECE office and field locations * Must be able to sit, walk, or stand for long durations of time Applicants must be legally authorized to work in the United States. RWE Clean Energy is unable to sponsor or take over sponsorship of employment visas at this time. Pay range: The annual base salary range for this position in California or Illinois is $145,000 - $198,000. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer. Benefits offered: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. Eligible employees also participate in short-term incentives, in addition to salary. Apply with just a few clicks: ad code 90949. Any questions? Contact HR: rwece_****************** We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Through its subsidiary RWE Clean Energy, RWE is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG). As an energy company with a successful history spanning more than 125 years, RWE has an extensive knowledge of the energy markets and an excellent expertise in all major power generation and storage technologies, from nuclear, coal and gas to hydro, batteries, wind and solar. Every project brings constantly-evolving technical, practical and social challenges - and drives a culture where everybody thrives, has fun and feels excited by each day. As the third largest renewable energy company in the U.S., you'll also have the freedom to act with conviction and courage as we pivot to new technologies - and continuously improve, together. Yes Nearest Major Market: Chicago Job Segment: Environmental Engineering, Pipeline, MBA, Manager, Nuclear, Engineering, Energy, Management

**RWE Clean Energy, LLC** **To start as soon as possible, full time, permanent** **Functional area:** Project Development **Remuneration:** Exempt The **Senior Manager, Portfolio Execution** is responsible for all commercial activities related to build transfer contracting of utility scale renewable assets. This role will work alongside other members of the Portfolio Execution team to identify, respond and negotiate build transfer contracts. Additionally, this role will be responsible for deeply understanding the market and developing customer relationships to enable RWE to be well positioned to support our customers. **Role Responsibilities:** + Lead the outreach, response, engagement and contracting with potential Offtakers around specific projects + Provide financial optimization and leadership in driving projects to successful leadership and financial approval + Manage multiple projects and engage with internal teams including technical, financial, legal, etc **.** + Develop and deliver of leadership presentations (including to Executive Leadership Team), seeking approval for major investments + Identify business priorities, project strategy, commercial opportunities and overall risks to help guide projects appropriately through the development process + Identify key drivers for project economics + Coordinate with multidisciplinary internal and external teams to develop and assess risks to project pipeline **Job Requirements and Experiences:** + Bachelor's degree required with MBA preferred + Minimum 7 years of experience in renewables, energy efficiency, clean-tech, utilities sector and/or related fields + Strong renewable market knowledge growth including offtake opportunities, offtake contact requirements, market comps, supplier engagement, etc **.** + Strong creativity and problem solving skills + Proven analytical skills and presentation skills + Strong interpersonal skills, with ability to manage customer relationships + Demonstrated desire to learn about the Company and the renewables space + Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams + Strong leadership and communication, and ability to meet deadlines + Strong organization skills and ability to coordinate multiple tasks and deliverables + Ability to multi-task, while working independently and as part of a team + Motivated self-starter, goal-oriented, and strong problem-solving abilities + Proven performance with strategy, market development and/or business development with a focus on large project development in the renewables / energy market + Ability to assess renewable project financials + Strong, proven commercial acumen and ability to apply it across the development lifecycle + Utility market project development experience including complex financial offers + Ability to oversee complex projects with customer facing elements + Proven ability to empathize, build relationships, and effectively communicate with people from a diverse set of backgrounds + Responds well to direction, is easy to challenge and develop, and is coachable + Detail-oriented, has strong business acumen, and a sound understanding of business concepts + This position is an office-based role with some travel and visits to other RWECE office and field locations + Must be able to sit, walk, or stand for long durations of time _Applicants must be legally authorized to work in the United States. RWE Clean Energy is unable to sponsor or take over sponsorship of employment visas at this time._ **Pay range:** The annual base salary range for this position in California or Illinois is $145,000 - $198,000. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer. **Benefits offered:** Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. Eligible employees also participate in short-term incentives, in addition to salary. **Apply with just a few clicks:** ad code **90949** . **Any questions?** Contact HR: **rwece_******************** We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Through its subsidiary RWE Clean Energy, RWE is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG). As an energy company with a successful history spanning more than 125 years, RWE has an extensive knowledge of the energy markets and an excellent expertise in all major power generation and storage technologies, from nuclear, coal and gas to hydro, batteries, wind and solar. Every project brings constantly-evolving technical, practical and social challenges - and drives a culture where everybody thrives, has fun and feels excited by each day. As the third largest renewable energy company in the U.S., you'll also have the freedom to act with conviction and courage as we pivot to new technologies - and continuously improve, together.

We are looking for an experienced Investment/Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you will oversee equity portfolios for high-net-worth and ultra-high-net-worth clients, including personal trusts, partnerships, and foundations. This position offers a unique opportunity to coordinate with external investment managers and brokers while ensuring tailored financial solutions for sensitive client relationships. For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless. Responsibilities: - Manage and optimize equity portfolios for personal trusts, partnerships, and foundations, ensuring alignment with client goals. - Oversee cash flow requirements and manage cash investments for trust accounts, foundations, and partnerships. - Monitor portfolio holdings and provide updates on market trends, news, and relevant financial insights to trustees. - Collaborate with external brokers to implement investment decisions, handle trust funding, distributions, and charitable donations. - Establish and maintain strong relationships with external investment managers, ensuring seamless coordination. - Prepare detailed investment performance reports and present findings to clients and stakeholders. - Actively contribute to meeting client needs by adapting to various responsibilities within a small and dynamic team. - Ensure compliance with relevant regulations and tax laws governing trust investments and accounting. - Utilize niche software tools and platforms, including Bloomberg and Morningstar, to support portfolio management efforts. Requirements - Minimum of 5-10 years of experience managing equity portfolios for high-net-worth clients, with preference for additional experience. - Bachelor's degree in Finance, Economics, or a related field; advanced certifications are highly desirable. - Strong expertise in investment management theory, financial principles, portfolio strategies, and market instruments. - Thorough knowledge of laws and regulations pertaining to trust investments, estate taxation, and trust accounting. - Exceptional communication skills, both written and verbal, with attention to detail. - Proficiency in Microsoft Office suite, particularly Excel, along with familiarity with investment tools like Bloomberg and Morningstar. - Ability to work independently and collaboratively in a team-focused environment. - Strong analytical skills and a meticulous approach to managing sensitive financial relationships. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours Promote from within culture The Portfolio Manager, Commercial supports the rapidly growing Middle Market Commercial Banking team. In this role, you will be the point of contact for client relations and will be responsible for client interaction. The Portfolio Manager analyzes commercial business financial statements ranging from $20MM to $500MM in revenue and calculates critical credit metrics such as cash flow, leverage, working capital, and collateral coverage. What You'll Do Manage an assigned portfolio of commercial customers in partnership with the relationship manager Provide support and oversight of reporting for portfolio management (delinquency, problem loans, exceptions, tickler tracking, etc.) as designated by the CCO Coordinate collection and review of financial statements, tax returns, covenant compliance certificates, and/or borrowing bases to comply with customers' reporting requirements Monitor assigned portfolio for early warning signs of financial weakness or other risks and work with borrowers to develop and execute an appropriate plan to mitigate risk and/or transfer to Special Assets Group Prepare credit packages for annual reviews, renewals, loan requests, portfolio reviews and criticized asset reviews Structure and underwrite complex commercial loan transactions in an assigned portfolio and new business transactions Provide credit recommendations to the appropriate level of credit administration Review and negotiate loan documentation in consultation with legal counsel and ensure renewals and modifications are properly closed Serve as contact for, provide support of and responses to internal audits, loan review, compliance reviews and regulatory exams for the bank Comply with all bank policies and procedures as well as applicable state and federal regulations Qualifications Bachelor's degree from an accredited institution with a business, finance, economics or accounting major Minimum 5-7 years' financial services industry experience, with a working knowledge of banking environment, products and all supporting processes and technology; prior commercial credit experience highly preferred Formal Bank credit training is preferred, with a strong understanding of general credit and risk principles, mitigates, and banking policies/procedures Thorough understanding of risks (market, rate, leverage, etc.) as it applies to the lending process Understanding of commercial lending policies and procedures along with the knowledge of loan agreement, loan structuring, and collateral procedures Proficiency in MS Office: Excel, Word, PowerPoint, and financial forecast models Excellent oral and written communications skills Strong analytical and organizational skills with the ability to proactively manage and prioritize workflow Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $85,000-$132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience. #LI-AC1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

We Are Accenture is recognized as a global leader in AI and cloud transformation, helping businesses across industries migrate, manage, and optimize their cloud environments. Through partnerships with leading cloud providers such as Nvidia, AWS, Microsoft Azure, and Google Cloud, Accenture offers end-to-end services that drive innovation and business agility. The Cloud Advisory Practice focuses on helping organizations define, plan, and implement innovative AI and cloud strategies that drive business value. Leveraging deep expertise across cloud platforms and technologies, this practice works collaboratively with clients to design scalable, secure, and resilient cloud environments. The practice offers guidance in key areas such as agentic AI infrastructure & hosting, modern cloud foundation, security and resiliency, full-stack FinOps, and cloud-native development approaches, ensuring that clients achieve agility, operational efficiency, and long-term growth. By aligning AI and cloud initiatives with business goals, the practice helps organizations realize the full potential of cloud innovation while navigating industry-specific challenges and regulations. You Are As a Portfolio Dispositioning Senior Manager, you will lead organizations through complex cloud transformation initiatives. In this role, you will conduct comprehensive cloud readiness and maturity assessments, develop strategic plans for cloud adoption, and evaluate cloud solutions and platforms. You will also perform application assessments, design migration strategies, and build compelling business cases at a portfolio level for clients embarking on their cloud journey. The Role Key Areas of Expertise + Agentic AI infrastructure and hosting + Cloud readiness maturity assessment, planning and assessment of cloud solutions/platforms & application assessment + Cloud migration planning + Cloud migration business case + Cloud strategy, cloud advisory and cloud transformation + IT infrastructure, datacenters, network and edge + IT operating model and FinOps + IaaS, SaaS and PaaS + AWS, Microsoft Azure, Google Cloud and OCI Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements. Here's what you need + Minimum of 8 years of the following: + Experience in discovery, assessment, design, and migration of infrastructure & applications from on-premises to hybrid/public cloud. + Experience delivering application and infrastructure assessments for clients, providing a 7R application disposition + Experience with migration planning, grouping applications for phased migration based on assessment. + Experience evaluating cloud deployment models and recommending the most suitable model (for example, IaaS vs PaaS vs SaaS) + Minimum of 3 years of experience creating and driving cloud transformation programs with a strong perspective on cloud-based modernizations, including lift & shift, re-platforming and re-architecture + Minimum of 2 years in a consulting field selling to customers + Bachelor's degree or equivalent (minimum 12 years) work experience. (If associate's degree, must have minimum 6 years work experience) + Associate/professional level certification in at least one major cloud provider (Azure, OCI, Google, AWS) Professional Skills Requirements + Strong analytical skills to understand infrastructure & application data and interpret in meaningful way for cloud assessment + Excellent communication and interpersonal skills. You will be expected to communicate business value for all technical solutions all the way to the C-Suite in some cases. + Deep knowledge of one or more industry areas (e.g. hospitality, banking, aerospace, retail, supply chain) + Understanding of infrastructure and cloud outsourcing + Strong critical thinking, analytical and problem-solving skills + Demonstrated leadership, camaraderie, and teamwork in a multi-cultural professional setting + Experience working in a technology environment in designing and implementing solutions that meet the business needs within project timelines + Have provided estimations, project plans and resource requirements for designed solutions Bonus Points If You Have + Degree in computer science, engineering, physics or math preferred + Knowledge of PaaS services, Kubernetes, Docker, Cloud foundry, open shift, experience in Virtualization Platforms (e.g. VMWare, Hyper-V, etc.). + Understanding of the DevOps processes and tools. + Good understanding of 12 factor application and implementation + High-level understanding of SDLC and Agile + Industry specific experience (financial services, health & public services, resources, products, communications and media tech) + Experience with cloud native, containers and serverless architectures + Strong understanding of cloud security, cloud managed services frameworks, tools and solutions Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We anticipate this job posting will be posted on 01/23/2026 and open for at least 3 days. Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture (******************************************************* Role Location Annual Salary Range California $132,500 to $302,400 Cleveland $122,700 to $241,900 Colorado $132,500 to $261,300 District of Columbia $141,100 to $278,200 Illinois $122,700 to $261,300 Maryland $132,500 to $261,300 Massachusetts $132,500 to $278,200 Minnesota $132,500 to $261,300 New York $122,700 to $302,400 New Jersey $141,100 to $302,400 Washington $141,100 to $278,200 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (******************************************************************************************************************************************** Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Seasonal Manager Tax - Financial Services Organization- Wealth and Asset Management Partnership - Tax Governance and Review-Remote** **The opportunity** EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, overtime eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. As a seasonal tax manager your main priority will be preparing and providing first/second-level reviews of tax returns for partnerships, while staying connected with the members of your team. **Your key responsibilities** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns + Familiarity with taxable income allocations + Experience with corporate tax extension requests for corporate tax returns + The ability to produce technical writing and research in a tax context + Comfort with working remotely in a virtual team environment **Skills and attributes for success** **To qualify for this role, you must have ** + A bachelor's degree in accounting, finance, business or a related discipline + A minimum of 5 years of relevant investment or operating partnership tax compliance experience + A proven record of excellence in a professional services or tax organization + Knowledge in partnership tax technical and transactional skills **Ideally, you'll also have ** + A proven record of excellence in public accounting in a top or mid-tier firm + Experience with hedge funds or private equity funds preferred **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

The opportunity to be responsible for all aspects of serving and advocating for the customer in achieving their requirements through leadership and managing all functions within Wax, Shell, Rough & Final Finish, Foundry, Shipping, and Maintenance. To deliver the business plan objectives in a safe, cost effective and continuously improving manner. This position is a member of and will work directly with the division management team and is expected to be a dynamic leader contributing to all areas of plant management. Provide direction and leadership to the department supervisors to make them successful in meeting department budgets and safety goals. Requirements Puts safety first every day, takes responsibility to make and keep commitments, is personally invested to deliver MORE to all customers, and celebrates the success of the team. Bachelor of Science degree in metallurgy, materials sciences, engineering or related discipline is preferred. Minimum of 7 years of production experience in a leadership position with a strong understanding of foundry and metals manufacturing processes such as: investment casting wax and shelling, induction melting, pouring, finishing, and high alloy ferrous, nickel, and cobalt based alloy background strongly desired. The ideal candidate will have a dynamic, results-oriented, metrics-driven, decisive, and disciplined leadership style that will enable the creation of a culture of accountability. Strong knowledge and experience leading improvement initiatives, six sigma problem solving techniques, root cause analysis and related is preferred.

**Financial Accounting Senior** **Location:** This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The **Financial Accounting Senior** will be responsible for providing technical leadership and setting the strategic direction of projects. **How you will make an impact:** + Oversee the accounting, reporting, and analysis for the company's investment portfolio across assigned legal entities, ensuring accuracy and compliance with GAAP and Statutory requirements. + Lead the accounting and reporting processes for Joint Ventures and Strategic Investments, including equity method accounting, valuation assessments, and consolidation analysis. + Administer and maintain the Clearwater LPx investment accounting system, ensuring data integrity, timely reconciliations, and accurate financial reporting outputs. + Prepare and review journal entries, account reconciliations, and investment-related financial reports to support month-end, quarter-end, and year-end close processes. + Research complex accounting issues related to investments, derivatives, and partnership structures; prepare technical position memos to document conclusions and support policy decisions. + Partner with Finance leadership to interpret results, identify trends, and provide insights that inform investment strategy and performance reporting. + Drive process improvement initiatives to enhance accuracy, automation, and efficiency within investment and joint venture accounting operations. + Mentor, train, and guide junior accountants on investment accounting practices, systems, and reporting methodologies. **Minimum Requirements:** Requires BA/BS in Accounting or Finance, or related field and a minimum of 5 years' experience in general accounting, finance or budgeting and planning in a large for-profit organization; or any combination of education and experience, which would provide an equivalent background. **Preferred Skills, Capabilities, and Experiences:** + CPA preferred. + Degree in Accounting strongly preferred. + Experience with Hyperion/Essbase preferred. + Intermediate Excel experience preferred. + Demonstrated ability to interpret technical accounting guidance. + Experience with Clearwater or similar investment reporting platforms. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Summary of Responsibilities: Join a Great Place to Work! We're adding a Manager- Tax & Asset Accounting position to collaborate with executive leadership on tax policy, strategic tax planning, and identification, communication, and options for addressing tax risk. You'll lead the teams responsible for tax and project accounting support and oversee federal and state audits for income and indirect tax, as well as any FERC audits. Essential Responsibilities: You'll use your bachelor's degree in accounting, seven years' experience of tax planning, research and compliance along with at least four years of leadership experience to: Lead and develop the Tax and Asset Accounting teams Lead technology system and tool enhancements Ensure compliance in accordance with generally accepted accounting principles; FERC Regulation; and ATC Operating Agreement. This includes maintenance of the tax provision for GAAP reporting purposes, FERC reporting andfor rate-making purposes, and reporting of tax basis items Responsible for asset classification criteria and assisting with project forecasting Act as ATC's tax liaison between our company's owners and senior leadership regarding any tax issues. If you are looking to energize your career, we want you to bring your positive energy to ATC! The targeted base pay for this position is $148,300 to $173,000 annually.* Base pay is one component of our comprehensive total rewards package which includes an annual incentive bonus, employer-sponsored pension plan, 401(k) match, HSA contribution, life & disability insurance, health care benefits, generous time off plans, flexible work arrangements, and much more. *The pay range is a general guideline. Employment offers are evaluated individually and consider qualifications, experience, academic achievements, internal equity, and business needs. Pay exceeding the posted range is considered for uniquely qualified candidates. Interested internal candidates, with questions, please consult your Human Resources Business Partner. Number of Openings Available: 1 Posting Date: 2025-09-24 Time Type: Full time Equal Opportunity Employer: Applicants have rights under employment laws. ATC is an equal opportunity employer that seeks to foster diverse teams of talented people working safely together. We respect and embrace diversity of all aspects and hire, train and promote employees without regard to race, color, religion, sex, age, national origin, sexual orientation, disability, genetics, protected veteran status, or any other characteristic protected by law. We encourage women, minorities, veterans and individuals with a disability to apply. All qualified applicants will receive consideration for employment without regard to any characteristic protected by law. Family and Medical Leave Act (FMLA) Poster | U.S. Department of Labor Family and Medical Leave Act Poster Employee Polygraph Protection Act (EPPA) Poster | U.S. Department of Labor ERD-10861 Poster Honesty Testing poster WISCONSIN FAIR EMPLOYMENT LAW

Salary: $100,000 - $120,000 About the Opportunity: A highly regarded and well-established financial institution is seeking an experienced Commercial Credit Manager to lead its commercial credit analysis and underwriting operations. This key leadership role will oversee a team of skilled credit professionals, ensure sound credit administration, and uphold portfolio quality consistent with institutional strategy, regulatory expectations, and risk management best practices. Key Responsibilities: Lead, mentor, and develop a team of commercial credit analysts to ensure consistent, high-quality underwriting standards. Oversee the preparation, analysis, and approval of complex credit requests, financial spreads, and risk ratings. Partner closely with commercial lenders and senior leadership to structure, negotiate, and monitor credit facilities. Maintain oversight of portfolio health, including covenant compliance, concentration risk, and early identification of emerging credit issues. Support and advise on the resolution of problem credits and special assets. Prepare, analyze, and present portfolio performance, credit quality, and risk management reports to executive leadership. Collaborate with auditors and regulators to ensure compliance with internal policies and external requirements. Qualifications & Experience: Minimum of 4+ years of progressive experience in commercial credit analysis or underwriting. At least 2+ years of leadership experience managing credit or underwriting teams. Bachelor's degree in Accounting, Finance, Business, or related field required (advanced degree or professional certification preferred). $100,000 - $120,000

Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 5 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Demonstrates extensive-level abilities and/or a proven record of success as a team leader: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************

This position is responsible for retention and expansion of existing commercial customer relationships. Primary responsibilities include: cultivating relationships within the existing, assigned, portfolio; analyzing new and maturing loan requests (including adherence to loan policy); recommending loan structure; collecting financial statements; and identifying cross selling/referral opportunities of deposits, Treasury Management, Insurance, Investments, mortgage loans, and consumer loans. Hours: Monday - Friday 8am-5pm, flexibility required to meet customer needs. *Hours may vary based on business needs. Essential Duties and Responsibilities: Cultivate relationships within an existing, assigned, portfolio of business banking customers focusing on retention and expansion of the relationships. Manage due diligence and communication with new and existing customer loan requests. Conduct a high-level analysis of commercial loan requests and recommend structure. Manage the maturing loans by working with the customer and the credit department. Ensure the portfolio administration and risk management of each customer relationship within assigned portfolio is in compliance with established Citizens Bank policies, procedures, and business strategy as well as regulatory guidelines. Provide advice to customers regarding trends and conditions of the business environment, capital markets, and general banking trends, when necessary. Monitor loan repayment activities and financial condition of borrowing customers. Take preliminary steps to collect past due payments. Assume overall responsibility for the credit quality of the assigned loan portfolio. Participate in the bank's loan approval process, presenting to Loan Committee and/or the Board of Directors. Responsible for identifying cross-selling opportunities for all bank products including deposits, Treasury Management, Insurance, Investments, mortgage loans, and consumer loans. Participate in networking activities within community, trade organizations and business functions to ensure a positive image for the bank. Any other duties as assigned. Requirements: High school diploma or GED required. Bachelor's degree in finance, Accounting or Business Administration preferred. A minimum of 2 years of experience in a bank and/or lending setting. Knowledge of standard corporate structures and commercial underwriting and lending practices preferred. Strong analytical and financial modeling skills. Ability to cross-sell banking and other financial services products. Ability to make decisions with little supervision. Effective presentation skills. High level of professionalism. Strong verbal and written communication skills. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines. Critical Competencies: Customer Service Excellence Relationship Selling Communication Organization ****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at ********************************************************************************************

Full-time Description The opportunity to be responsible for all aspects of serving and advocating for the customer in achieving their requirements through leadership and managing all functions within Wax, Shell, Rough & Final Finish, Foundry, Shipping, and Maintenance. To deliver the business plan objectives in a safe, cost effective and continuously improving manner. This position is a member of and will work directly with the division management team and is expected to be a dynamic leader contributing to all areas of plant management. Provide direction and leadership to the department supervisors to make them successful in meeting department budgets and safety goals. Requirements Puts safety first every day, takes responsibility to make and keep commitments, is personally invested to deliver MORE to all customers, and celebrates the success of the team. Bachelor of Science degree in metallurgy, materials sciences, engineering or related discipline is preferred. Minimum of 7 years of production experience in a leadership position with a strong understanding of foundry and metals manufacturing processes such as: investment casting wax and shelling, induction melting, pouring, finishing, and high alloy ferrous, nickel, and cobalt based alloy background strongly desired. The ideal candidate will have a dynamic, results-oriented, metrics-driven, decisive, and disciplined leadership style that will enable the creation of a culture of accountability. Strong knowledge and experience leading improvement initiatives, six sigma problem solving techniques, root cause analysis and related is preferred.

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Seasonal Tax Manager - Wealth and Asset Management Partnership - *Remote* - GCR FSO ** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! **The opportunity** EY is currently seeking experienced seasonal tax professionals. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. **Your key responsibilities** As a seasonal tax manager your main priority will be providing reviews of tax returns for partnerships, while staying connected with the members of your team. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required. **Skills and attributes for success** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns + Familiarity with taxable income allocations + Experience with corporate tax extension requests for corporate tax returns + The ability to produce technical writing and research in a tax context + Comfort with working remotely in a virtual team environment **To qualify for this role you must have ** + Valid US Certified Public Accountant (CPA) license or active state bar membership + A bachelor's degree in Accounting, Finance, Business or a related discipline + A minimum of 5 years of relevant investment or operating partnership tax compliance experience + A proven record of excellence in a professional services or tax organization + Knowledge in partnership tax technical and transactional skills **Ideally, you'll also have ** + A proven record of excellence in public accounting in a top or mid-tier firm + Experience with hedge funds or private equity funds preferred **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

Financial Accounting Senior Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Financial Accounting Senior will be responsible for providing technical leadership and setting the strategic direction of projects. How you will make an impact: * Oversee the accounting, reporting, and analysis for the company's investment portfolio across assigned legal entities, ensuring accuracy and compliance with GAAP and Statutory requirements. * Lead the accounting and reporting processes for Joint Ventures and Strategic Investments, including equity method accounting, valuation assessments, and consolidation analysis. * Administer and maintain the Clearwater LPx investment accounting system, ensuring data integrity, timely reconciliations, and accurate financial reporting outputs. * Prepare and review journal entries, account reconciliations, and investment-related financial reports to support month-end, quarter-end, and year-end close processes. * Research complex accounting issues related to investments, derivatives, and partnership structures; prepare technical position memos to document conclusions and support policy decisions. * Partner with Finance leadership to interpret results, identify trends, and provide insights that inform investment strategy and performance reporting. * Drive process improvement initiatives to enhance accuracy, automation, and efficiency within investment and joint venture accounting operations. * Mentor, train, and guide junior accountants on investment accounting practices, systems, and reporting methodologies. Minimum Requirements: Requires BA/BS in Accounting or Finance, or related field and a minimum of 5 years' experience in general accounting, finance or budgeting and planning in a large for-profit organization; or any combination of education and experience, which would provide an equivalent background. Preferred Skills, Capabilities, and Experiences: * CPA preferred. * Degree in Accounting strongly preferred. * Experience with Hyperion/Essbase preferred. * Intermediate Excel experience preferred. * Demonstrated ability to interpret technical accounting guidance. * Experience with Clearwater or similar investment reporting platforms. Job Level: Non-Management Exempt Workshift: 1st Shift (United States of America) Job Family: AFA > Accounting Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Manager to join our Business Tax Services practice. Responsibilities: * Oversee client portfolios of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds) * Act as the first point of contact for internal and external clients * Manage teams of tax professionals/assistants working on client projects * Assess tax impact on clients of rules and law changes, develop tax arguments to support conclusions and make recommendations to clients * Facilitate risk and financial performance of engagements, including billing, collections, and the budget for projects * Deliver high quality tax services to clients Qualifications: * Minimum five years of recent tax experience in the alternative investment industry * Bachelor's degree from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Proficient in the taxation of partnerships and tiered investment fund structures * Excellent verbal and written communication skills with the ability to articulate complex financial information KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $96800 - $187500 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.