Senior Associate jobs at Redpath and

This position will provide oversight of our Field Technical Support Desk vendor to ensure consistent superior service to our advisor and field personnel. This resource will oversee critical programs to ensure ongoing metrics and quality standards are met while working to continuously enhance the overall experience. Key Responsibilities We are seeking a highly organized and proactive individual to oversee a vendor's day-to-day operations of our Field Technology Support Desk. This role ensures smooth functioning of support services and drives operational excellence to deliver outstanding customer experiences for our advisors and their staff. Additional responsibilities include: Manage day-to-day operations of the overall Field Technology Support Desk service. Serve as the primary point of escalation for complex or urgent issues. Track and report on SLAs, response times, future volume forecasts and resolution metrics. Develop and maintain reporting to identify trends and recommend improvements. Maintain and update documentation, FAQs, and knowledge base resources. Identify trends and drive a continuous improvement agenda focusing on measurable outcomes including creating and executing project plans. Represent the support team in cross-functional meetings, providing guidance and expertise on field technical service needs. Required Qualifications Bachelor's degree or equivalent years of experience. 3-5 years relevant experience required. Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience. Proven project management experience. Excellent interpersonal and verbal communication skills to effectively gather information and disseminate facts and recommendations. Proven ability to gather and analyze data, write requirements, and develop fact-based conclusions and recommendations. Proven experience in understanding technology as it relates to the business. Strong effective working relationships with varying levels of employees and leadership with proven ability influence improvements and efficiencies to work processes. Demonstrated enthusiasm and curiosity for digging in deeper and learning and developing creative solutions. Ability to extract and manipulate large datasets, create and analyze PivotTables, and apply data transformation techniques to identify trends and generate actionable insights. Preferred Qualifications Call center management experience. SharePoint development. ServiceNow reporting analysis and dashboard creation. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $80,100 - $108,000 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business TECH Technology

Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country. As a Client Success Senior Associate within the Commercial Bank you will serve as a key liaison for Commercial Bank clients. This role will work closely with Commercial Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer will be a critical partner for Commercial Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction. **Job Responsibilities** + Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities + Manage/resolve client escalations and issues + Help the coordination and project management of product implementations and service related needs + Assist in relationship review documents, visualizations from data sets + Maintain ongoing relationship management routines + Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc. + Work with Risk partners for certain elements of risk management including fraud prevention. + Help coordinate and facilitate RFPs responses and participate in RFPs where applicable + Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model + Possess knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues + Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals **Required qualifications, skills and capabilities** + Bachelor's degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support + Comprehensive knowledge of Treasury Products and Services + Proven client interaction skills to calibrate & manage client expectations + Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues + Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc. + Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel + Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change + Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions **Preferred qualifications, skills and capabilities** + MBA + PMP or other Project Management Certifications + Ability to provide quantifiable management reporting Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (20%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Irvine,CA $80,750.00 - $130,000.00 / year

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? Technology Portfolio Management (TPM), within Enterprise Technology Services, powers technology, business, and product to achieve business and customer value by optimizing technology investments, elevating transparency and enabling decisioning through trusted insights and best in class portfolio and program management. The Associate Portfolio Analyst role presents a dynamic opportunity for a motivated and accomplished professional to manage all aspects of the operating expense base for the Tech Portfolio Management (TPM) organization. As a Portfolio Analyst, you will establish strong partnerships with the TBE leadership team, Finance, and peers across Tech Portfolio Management to ensure the financial success of TPM through sound financial management of monthly operating expenses. This position goes beyond traditional financial analysis and portfolio management, requiring advanced technical proficiency and experience optimizing processes through automation and tooling. Additionally, the successful candidate will require a transformational mindset and the ability to communicate and influence process and tooling requirements to empower new ways of working across TPM with appropriate controls and governance. We are seeking a top performer that is highly organized and an effective communicator. You show up with passion, are not afraid to challenge the status quo and thrive in a fast-paced environment. Responsibilities: * Partners across the team to monitor and track portfolio performance against delivery, cost, budget, resource allocation, forecast, schedule, and quality targets, ensuring the successful execution of the portfolio of tech projects. * Takes ownership in managing and ensuring successful financial, delivery and operational outcomes across the portfolio - leveraging data analytics and insights to gather and formulate status updates and escalating delivery risks when needed. * Collaborates closely with finance teams to ensure alignment of budgets, actuals, and forecasts, maintaining financial accuracy and supporting budget management. * Plays key role in driving continuous improvement of portfolio processes through tooling and automation, identifying, influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness. * Builds strong partnerships across technology, product, finance, and the business to understand stakeholder needs, manage expectations, user requirements and deliver against strategic priorities. * Acts as change agent throughout the organization with an ability to guide individuals and teams through transition while enabling and supporting implementation of process and tool improvements to maximize benefits. Minimum Qualifications: * Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred. * Advanced technical skills including but not limited to Apptio, Jira, Power BI, advanced Excel, General Ledger, and Amex AI tools (including ChatGPT and Copilot) with experience in leveraging automation to drive data analytics and financial modeling. * Ability to synthesize complex financial data for a non-finance savvy audience. * Strong relationship building with the ability to collaborate and influence without authority. * Demonstrated success navigating change and exhibiting intellectual curiosity to challenge the status quo and support significant transformation for optimal impact. * Proven track record of recognizing potential issues early and working toward thoughtful, solution-focused options. * 3+ years of related experience in technology project management, portfolio management, project management with the proven ability to execute tasks quickly under tight timelines. Preferred Requirements: * Ability to execute and maintain high performance under tight timelines and competing demands. * Excellent written and verbal communication; advanced or expert PowerPoint and visual presentation skills a plus. * Self-motivated and adaptable; ability to manage time effectively and thrive in ambiguous situations with limited leadership oversight. * Experience within a large technology, financial services or FinTech environment with a working knowledge of software development processes and Agile methodologies. * Understand linkages between supply and demand spend to provide meaningful, actionable insights and recommendations to ensure targets are achieved. * Understanding of multiple business functions preferred. Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contributions to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. About Enterprise Architecture: Enterprise Architecture is an organization within the Chief Technology Office at American Express and it is a key enabler of the company's technology strategy. The four pillars of Enterprise Architecture include: 1. Architecture as Code: this pillar owns and operates foundational technologies that are leveraged by engineering teams across the enterprise. 2. Architecture as Design: this pillar includes the solution and technical design for transformation programs and business critical projects which need architectural guidance and support. 3. Governance: this pillar is responsible for defining technical standards, and developing innovative tools that automate controls to ensure compliance. 4. Colleague Enablement: this pillar is focused on colleague development, recognition, training, and enterprise outreach. About the Role: The American Express Developer Portal is where our partners meet our platform. It is the single window into our B2B APIs, documentation, and onboarding experience. We are looking for Product Manager Associate who is passionate about building clarity, consistency, and delight into that journey. In this role, you will help shape how developers and partners discover, onboard and build with our APIs. You will combine empathy for the user with curiosity for the technology, ensuring that our developer experience is not only functional but frictionless, insightful, and always improving. What you will do: * Champion the developer journey: Understand and document the end-to-end experience of developers and partners from signup to successful integration and identify opportunities to simplify and accelerate that journey. * Drive operational experience: Monitor key onboarding and usage metrics to ensure our platform's objectives of speed, clarity, and reliability are consistently met. * Extract meaningful insights: Gather and synthesize feedback from support queries, partner touchpoint, and satisfaction surveys, and translate these into actionable improvements. * Elevate content and communications: Work with product and technical teams to refine portal content, FAQs, and self-service tools that empower developers to progress independently. * Support portal evolution: Coordinate enhancements that improve usability, accessibility, and alignment to business needs. * Collaborate across teams: Serve as the connective link between product, engineering, and partner operations to ensure that the developer experience evolves holistically. What you Bring: * A strong sense of empathy for developers and B2B partners and the ability to view the developer platform from their perspective. * Excellent communication and analytical skills with confidence in interpreting data and turning insights into clear next steps. * A thoughtful approach to communication, with the ability to understand the audience and tailor messages so they are clear, digestible, and impactful. * Familiarity with API ecosystem, developer tools and B2B integration workflows. * Curiosity for how things work and comfort navigating technical concepts. * Basic coding experience or exposure is helpful but not required. * A natural interest in operations and a desire to design better processes whenever you sense an opportunity. * A collaborative mindset and pride in helping teams align around a shared experience vision. Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? Responsible for contacting clients with overdue accounts to secure the settlement of the account. Also, they do preventive work to avoid future overdues with accounts that have a high exposure. Technology Portfolio Management (TPM), within Enterprise Technology Services, powers technology, business, and product to achieve business and customer value by optimizing technology investments, elevating transparency and enabling decisioning through trusted insights and best in class portfolio and program management. The Associate Portfolio Analyst role presents a dynamic opportunity for a motivated and accomplished professional to manage all aspects of the operating expense base for the Tech Portfolio Management (TPM) organization. As a Portfolio Analyst, you will establish strong partnerships with the TBE leadership team, Finance, and peers across Tech Portfolio Management to ensure the financial success of TPM through sound financial management of monthly operating expenses. This position goes beyond traditional financial analysis and portfolio management, requiring advanced technical proficiency and experience optimizing processes through automation and tooling. Additionally, the successful candidate will require a transformational mindset and the ability to communicate and influence process and tooling requirements to empower new ways of working across TPM with appropriate controls and governance. We are seeking a top performer that is highly organized and an effective communicator. You show up with passion, are not afraid to challenge the status quo and thrive in a fast-paced environment. Responsibilities: * Supports financial tracking of projects and portfolios using data from the Enterprise Portfolio Management System, ensuring financial data integrity and aiding in budget management, with guidance from peers and leaders * Provides administrative support to project management resources for system updates and maintenance, ensuring data consistency and reliability * Plays key role in driving continuous improvement of portfolio processes through tooling and automation, identifying, influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness. * Builds strong partnerships across technology, product, finance, and the business to understand stakeholder needs, manage expectations, user requirements and deliver against strategic priorities. * Acts as change agent throughout the organization with an ability to guide individuals and teams through transition while enabling and supporting implementation of process and tool improvements to maximize benefits. Minimum Qualifications: * Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred. * Advanced technical skills including but not limited to Apptio, Jira, VIVAR, Power BI, advanced Excel, General Ledger, and AI tools (including ChatGPT and Copilot) with experience in leveraging automation to drive data analytics and financial modeling. * Ability to synthesize complex financial data for a non-finance savvy audience. * Strong relationship building with the ability to collaborate and influence without authority. * Demonstrated success navigating change and exhibiting intellectual curiosity to challenge the status quo and support significant transformation for optimal impact. * Proven track record of recognizing potential issues early and working toward thoughtful, solution-focused options. * 3+ years of related experience in technology project management, portfolio management, project management with the proven ability to execute tasks quickly under tight timelines. Preferred Requirements: * Ability to execute and maintain high performance under tight timelines and competing demands. * Excellent written and verbal communication; advanced or expert PowerPoint and visual presentation skills a plus. * Self-motivated and adaptable; ability to manage time effectively and thrive in ambiguous situations with limited leadership oversight. * Experience within a large technology, financial services or FinTech environment with a working knowledge of software development processes and Agile methodologies. * Understand linkages between supply and demand spend to provide meaningful, actionable insights and recommendations to ensure targets are achieved. * Understanding of multiple business functions preferred. Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contributions to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. Join Team Amex and let's lead the way together. About Enterprise Architecture: Enterprise Architecture is an organization at American Express, and it is a key enabler of the company's technology strategy. The four pillars of Enterprise Architecture include: * Architecture as Code: this pillar owns and operates foundational technologies that are leveraged by engineering teams across the enterprise. * Architecture as Design: this pillar includes the solution and technical design for transformation programs and business critical projects which need architectural guidance and support. * Governance: this pillar is responsible for defining technical standards and developing innovative tools that automate controls to ensure compliance. * Colleague Enablement: this pillar is focused on colleague development, recognition, training, and enterprise outreach. Role summary: We're hiring a Senior Associate to own reporting and analytics for Open Banking initiatives. You will design, build, and automate reporting journeys, including executive dashboards, produce regulatory reports, perform ad-hoc analysis to answer business questions, and partner closely with product, engineering, legal, and compliance teams to translate data into clear, actionable insights. Responsibilities: * Build, maintain, and automate recurring operational (API health) and executive reporting (scorecard metrics) for the Open Banking program. * Maintain, refine, and build dashboards and visualizations that summarize API usage and health, KPIs, and servicing metrics that can be used to gain Cardmember usage insights and drive product development enhancements. * Produce regulatory and compliance-ready reports; support audit requests as required. * Perform ad-hoc analysis and root-cause investigations to inform product and compliance stakeholders. * Collaborate with engineering to perform data warehouse migration, automate report generation where feasible, maintain data quality, and implement overall democratized tracking of Third-Party Partners' API usage and Cardmember metrics. * Collaborate with internal enterprise teams to understand best practices and uncover any reporting gaps. Required qualifications: * 3+ years of experience in reporting, analytics, or business intelligence (preferably in financial services, payments or fintech). * Experience with SQL - able to write efficient queries, join large tables, and optimize aggregations. * Experience building dashboards and scheduled reports using BI tools (Tableau, Power BI, or equivalent). * Excellent written and verbal communication skills, including the ability to articulate complex technical details in simple, easy to understand manner. * Proficiency with agile delivery processes and tools like Jira or Confluence. * Clear communicator: able to present complex analyses to business and technical audiences. Strong analytical and problem-solving skills. * Collaborative, supportive, and proactive, with a strong can-do attitude. * Bachelor's degree in Data Science, Statistics, Computer Science, Finance, Economic or similar. Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Your passion. Your purpose. If you're here, you're looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals - whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose. To learn more about Rehmann, visit: ******************************** We are seeking a talented Audit & Assurance Senior to join our West Michigan team! How You Will Make an Impact: * Preparing and leading more complex audit areas * Reviewing audit areas performed by staff * Overseeing internal staffing on engagements * Preparing financial statements * Building relationships internally to foster a culture of teamwork and collaboration * Providing a "wow" experience to every client * Contributing to the success of our clients' organizations * Developing staff associates and interns as they begin their careers in public accounting * Making a difference in the communities where you live and work Your Desired Skills & Experiences: * 2-6 years of relevant assurance experience in public accounting or industry * CPA certification or progress towards the CPA exam * Excellent verbal and written communication skills * Ability to manage multiple deadlines * Outstanding client service and communication skills * Desire to develop unique business solutions in a team-based environment * Commitment to continuous learning and development * Enthusiasm for helping others be successful * Out-of-the box thinking and an entrepreneurial spirit * A new perspective and new ideas allowing us to continuously improve * Unwavering integrity in all situations We Put People First in all that we do. Our associates are our greatest asset and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more. When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be. Rehmann is an Equal Opportunity Employer. LI-VK1

A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support our Wealth Advisors in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations, eventually serving as a lead advisor for certain clients. This role has a built-in opportunity to evolve into a lead advisor on our team in Scottsdale. Primary Responsibilities Assist the Wealth Advisor in the management of existing client relationships. Lead certain client relationships independently, potentially growing into serving as the primary advisor for certain client relationships over time. Present portions of client meetings and communicate with clients independently. Knowledgeable of internal solutions for client base, including other service lines within Cerity Partners. Naturally, this will evolve over time. Assist advisory team with onboarding of new clients, working with each new client to ensure accurate completion. Coordinate submission with the custodian for processing along with other advisory team members. Quarterback the experience for new clients through onboarding. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Ideally, position will have comprehensive knowledge of investment accounts, products, and the forms/processes required to transact business. Proactively interact with clients and assist in creating outstanding client experience. Perform research on stocks, bonds, securities, solutions, & other products when requested. Assist in the communication of all service requests as a main point of contact for certain clients. Build financial plans for prospective clients and prepare recommendations. Appropriately utilize the CRM system (Salesforce), utilize financial planning software (eMoney). Involvement in company committees and/or firm-wide initiatives. Required Qualifications: Bachelor's degree Series 65 Working toward CFP , CPA, JD, CHFC, or another approved advanced designation/degree 3+ years financial planning, estate planning, and/or tax planning/preparation experience Skills and Competencies: Proficient in developing wealth planning and investment recommendations and able to present to clients when applicable. Proficiency in all CSA functions, plus: Ability to talk to clients independently. Completion of CPU levels 100-300. Ability to train and mentor CSA's. Ability to develop wealth planning and investment recommendations and present to clients when applicable. Demonstrate strong and effective leadership skills through clear communication and collaboration with others. Strong interpersonal and networking skills with both external clients and internal collaboration. Working knowledge of e-Money, Salesforce a strong plus. Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions. Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk while working on a computer or in conference room setting. Compensation Range: $90,000-120,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance - day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.

Salary Range\: $78,000.00 to $124,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://******************* Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. It takes exceptional people to create exceptional products. We've built one of the most respected service brands in the world by creating products that set the standard for ease, convenience, security and innovation. Our product owners are at the center of it all, collaborating with business leaders, partners and engineering teams to shape the products of the future. If that fits your career vision, look no further. As a key link in the product development process, two days here will not be the same, but there are some things you can count on doing: Work with customers, key stakeholders, and partners to define a product vision and roadmap Understand and apply new trends and competitive best practices into product roadmap and requirements Support development of appropriate tracking and reporting to determine product performance Work closely with the design and technology teams to develop, test and deliver defined capabilities Translate product roadmap into well-defined product requirements/user stories and acceptance test criteria Facilitate resolution of risks, issues and changes related to the product development lifecycle Document process flow in support of Project Governance Policy Identify Risk and Controls Self-Assessment (RCSA) process documentation modifications for ongoing maintenance to RCSA materials. Support project management for Product Issues with long term controls required - includes Product owned Issues and/or provide direct support to American Express Technology owned Issues specific to collaboration across business community. Maintain Value Co Creation (VCC) artifacts for Enterprise initiative work specific to Project Orbit. Description/Overview of the Department: The Network & Acquiring Solutions (NAS) teams bring together American Express' Merchant-and Network-related Businesses to enable a sharp focus on using the power of our network to provide unique value to all our mutual Customers. The organization manages the relationships with millions of Customers around the world that accept American Express and runs the company's payment network and manages bank partnerships globally. It begins with a Card Member using an American Express Card at one of our millions of proprietary Merchants around the world, then processing that transaction, and getting the merchant paid, is up to us. The Acquirer Capability Delivery (ACD) Products team is at the heart of the proprietary transaction process. We power billions of transactions leading to merchants being paid and continuing to welcome American Express cardmembers and their cards. We are looking for talented Associates with Product Owner aspirations to join the Acquirer Capability Delivery (ACD) team in delivering efficient, effective, predictable, and compliant Acquirer capabilities for our global merchants. The success of the role will depend on your ability to maintain, improve, and expand capabilities provided to our Merchants and Partners around the world. The successful candidate should be strategic and a detail-oriented self-starter who is comfortable working in a dynamic and fast paced role within the organization. You will work among high performing product, process, and engineering teams. You will have a passion for both technology and business solutions and an eye on industry trends. Working with our partners, you will develop and prioritize features that optimize shareholder value while solving customer problems. You will enjoy being challenged in a fun, collaborative, diverse, and inclusive team environment. Does this sound like you? The Associate / Product Owner will: Build, update, and improve policies and procedures of the Merchant Payments application. Craft and maintain a product backlog and ensure user stories are aligned to underlying outcomes. Develop the business case for new features. Research regulatory development and provide preliminary input on analysis of potential implications to existing products. Prepare the documentation of as-is processes for product management, product enhancements, key findings and standard methodologies. Act as a point of contact for internal inquiries. Collaborate with cross-functional teams including Product, Technology and other adjacent stakeholders to gather and document product requirements and to ensure timely delivery of product features, following agile development methodologies. Identify technical gaps and collaborate with broader team to facilitate resolution risks, opportunities and changes tied to product management initiatives and processes. Facilitate the reports and presentations for product governance meetings and Senior leadership meetings Maintain open communication channels with ACD Leadership, stakeholders, business partners, and technology partners Support governance processes for Acquirer Capability Delivery Become a subject matter expert of the product(s) in scope Qualifications Knowledge and experience of Agile and Product development practices and processes is preferred, including the ability to write compelling user stories and lead certain Agile ceremonies 1+ years' experience working with a scrum team Knowledge of merchant transaction processing capabilities a plus Strong communicator with a demonstrated ability to connect at all levels, who can also lead and influence business and technology partners effectively, are desired Ability to drive project deliverables to achieve business results Demonstrated ability to work autonomously and in a team environment Curious and strives to know how things work and ability to use that knowledge to find enhancement opportunities Ability to solve problems in a structured manner Recognize issues quickly and determine how to go about getting resolution Ability to drive standardization in processes Ability to manage Business and end user expectations in a challenging and ever-changing environment Degree in any of the relevant fields or relevant work experience

Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country. As a Client Success Senior Associate within the Commercial Bank you will serve as a key liaison for Commercial Bank clients. This role will work closely with Commercial Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer will be a critical partner for Commercial Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction. Job Responsibilities Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities Manage/resolve client escalations and issues Help the coordination and project management of product implementations and service related needs Assist in relationship review documents, visualizations from data sets Maintain ongoing relationship management routines Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc. Work with Risk partners for certain elements of risk management including fraud prevention. Help coordinate and facilitate RFPs responses and participate in RFPs where applicable Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model Possess knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals Required qualifications, skills and capabilities Bachelor's degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support Comprehensive knowledge of Treasury Products and Services Proven client interaction skills to calibrate & manage client expectations Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc. Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions Preferred qualifications, skills and capabilities MBA PMP or other Project Management Certifications Ability to provide quantifiable management reporting Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (20%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship.

JobID: 210686804 JobSchedule: Full time JobShift: : Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Product Owner, you will envision and build raw, trusted and refined data models that integrate internal and external product feature data. You will drive the strategy and execution for data products that support advanced analytics and generative AI use cases. This role operates at the intersection of business and technology, ensuring data models are robust, scalable, and aligned with organizational goals. You will collaborate with cross-functional teams to deliver innovative solutions that enable secure, efficient, and insightful data utilization. As a Senior Associate Product Owner - Data Modeling in Customer Identity & Authentication team, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. The Product Owner is responsible for shaping the future of data products by designing and delivering raw, trusted and refined data models. You will lead initiatives to capture, structure, and enhance product feature data from both internal and external sources. As a key member of the team, you will ensure these models are optimized for analytical and AI-driven applications, supporting business objectives and regulatory requirements. Job responsibilities * Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery. * Considers and plans for upstream and downstream implications of new product features on the overall product experience. * Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers. * Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle. * Writes the requirements, epics, and user stories to support product development. * Envision, design, and build raw, trusted and refined data models that incorporate internal and external product feature data. * Define and document business requirements for data model initiatives, ensuring alignment with data governance and compliance standards. * Collaborate with technology, architecture, analytics, data owners and data science teams to deliver scalable data solutions. * Prioritize and manage the product backlog, working in Agile environments to drive discovery and development. * Map current and legacy systems, and design future-state architectures that support analytics and generative AI. Ensure data models are validated for accuracy, reliability, and usability in analytical and AI contexts. * Engage with stakeholders across business, technology, and external partners to gather requirements and feedback. Continuously monitor industry trends and emerging technologies to inform product strategy and roadmap. Required qualifications, capabilities, and skills * 3+ years of experience or equivalent expertise in product management or a relevant domain area * Proficient knowledge of the product development life cycle * Experience in product life cycle activities including discovery and requirements definition * Developing knowledge of data analytics and data literacy * 3+ years of experience in product ownership, data product management, or a related domain. * Proven ability to design and deliver data models for analytical and AI-driven applications. * Strong understanding of data governance, compliance, and regulatory requirements. * Experience with data modeling, data architecture, and cloud-based data platforms (AWS, Hadoop, Kafka, Cassandra). * Proficiency in SQL and data analysis tools. * Ability to translate business needs into technical requirements and actionable solutions. * Excellent communication and stakeholder management skills. Experience working in cross-functional, matrixed organizations. Preferred qualifications, capabilities, and skills * Advanced knowledge of AI/ML technologies and generative AI applications. * Experience with external data integration and feature engineering. * Familiarity with product development lifecycle and Agile methodologies. * Ability to understand and review code (Java, Python) is a plus. * Experience with data visualization and dashboarding tools. * Demonstrated ability to drive innovation and continuous improvement in data products. * Good analytical and problem-solving skills.

JobID: 210693710 JobSchedule: Full time JobShift: Day : Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges. In this dynamic environment, you ensure smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey. As a Senior Product Delivery Associate within the Client Onboarding & Service space, you are trusted with enabling the delivery of products in a stable and scalable way. Work with cross-function teams, build key relationships, and enable the product to continuously deliver value. You will be responsible for use case testing of internal and external personas for Commerce platform tools and processes. This role involves collaboration with stakeholders, pilot implementations, and process validation. Job responsibilities * Collaborate with Readiness Partners, Product and Technology to execute on key delivery tasks and identify ways to boost efficiencies * Support the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements * Raise blockers and other impediments to manage dependencies and ensure adequate resources * Design robust test plans, execute test plans, analyze test results, and report production and/or design issues * Test products/systems and processes before release to market to ensure they work as designed individually and when bundled with other products * Communicate effectively and accurately the status of the process, including key risks, issues, and potential solutions * Partner with Global team members to ensure consistent application of procedures and policies * Complete Quality Assurance and Quality Control activities * Identify and implement improvements to existing training and quality materials and processes * Provide operational support throughout the pilot lifecycle * Perform effective process management and accountability structure to ensure required controls are maintained Required qualifications, capabilities, and skills * 3+ years of experience or equivalent expertise in product management or a relevant domain area * Demonstrated performance in either product management or relevant domain area * Experience executing operational management and change readiness activities * Demonstrated ability to evaluate existing practices, propose innovative solutions, and process enhancements as business transitions to target state tools and processes * Experience in product deployment processes * Understanding of merchant services processes and the ability to consult with internal and external customers * Demonstrates knowledge to learn testing functions on multiple platforms * Bachelor's degree or equivalent experience required Preferred qualifications, capabilities, and skills * Developed knowledge of the product development life cycle * Consistently demonstrates and advances knowledge to learn testing functions on multiple processing platforms and capable of receiving case assignments on multiple platforms * Background in product testing, client onboarding, client service, validation testing, or financial operations preferred

JobID: 210693092 JobSchedule: Full time JobShift: : The Consumer and Community Banking (CCB) Quality Peer Review (QPR) Program is supported by the CCB Escalations Governance team. The QPR team partners closely with key stakeholders across CCB-including Risk Officers, Compliance, Legal, Operational teams, and Escalations Production teams-to deliver comprehensive guidelines and ensure consistent quality standards through structured peer review processes. As a QPR Program Governance Associate, you will play a critical role in initiating, managing, and executing QPR engagements, facilitating change management, and driving continuous improvement in quality review, risk mitigation, and operational excellence. You will be responsible for coordinating ad-hoc and scheduled QPR reviews, developing and enhancing peer review procedures, and supporting quality review activities. The role requires strong project management skills, the ability to apply various sampling methodologies, and expertise in analyzing and communicating findings. You will oversee documentation and resource management within designated SharePoint platforms, ensure secure access, and promote collaboration and skill development across teams. Job Responsibilities: * Lead and execute Quality Peer Review (QPR) engagements, including ad-hoc and scheduled reviews, to uphold consistent quality standards across CCB Escalations. * Define scope, gather documentation, and set timelines for QPR engagements in partnership with managers, executives, and team leadership for which the QPR engagements are conducted. * Develop, review, and enhance operational procedures and business documents to support QPR program objectives and quality review requirements. * Apply structured testing methodologies and sampling techniques (random, risk-based, stratified, judgmental) to select representative populations for review. * Analyze processes, workflows, and escalations to evaluate efficiency, effectiveness, and compliance with applicable regulations and best practices. * Identify and assess potential risks, mitigation strategies, and opportunities for process improvement based on peer review findings. * Collect input from relevant stakeholders to inform areas of success and opportunities for enhancement. * Prepare, present, and refine comprehensive reports summarizing key findings, recommendations, and actionable strategies for improvement. * Oversee documentation and secure access management for QPR SharePoint platforms, ensuring proper storage and confidentiality of review materials. * Execute autonomously, making sound decisions on day-to-day issues, and escalate project direction or scope decisions as needed. * Promote a culture of continuous quality improvement and skill development across teams through structured peer review procedures. Required Qualifications, Capabilities and Skills: * Bachelor's degree in a business discipline or equivalent experience. * 5+ years in financial services industry with experience in quality review, operational risk management, or AML/KYC subject matter expertise. * Strong analytical, problem solving, and critical thinking skills, with attention to detail. * Demonstrated project management and organizational skills, with the ability to manage multiple projects and priorities. * Experience in process improvement, documentation, and business requirements development. * Proficient in Microsoft Office Suite (Word, Excel, PowerPoint), with familiarity in SharePoint and shared drives, including security awareness and access management. * Excellent written and verbal communication skills, with the ability to present information clearly and effectively. * Strong collaboration, relationship-building, and stakeholder engagement abilities. * Proactive, results-oriented, and able to work independently in a dynamic, fast-paced environment. * Understanding of compliance, risk management, regulatory requirements, and sampling methodologies.

Salary Range\: $60,000.00 to $110,000.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://******************* Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Description/Overview of the Department: It begins with a Card Member using an American Express Card at one of our millions of proprietary Merchants around the world - then processing that transaction and getting the merchant paid is up to us. The Acquiring Capability Delivery (ACD) Products team is at the heart of the proprietary transaction process. We power billions of transactions leading to merchants being paid and continuing to welcome American Express cardmembers and their cards. We are looking for a talented Associate Product Owner to join the ACD Products team to design, develop and manage activities for Acquiring products; planning through production, release and end of lifecycle of product. Partner with stakeholder teams on enhancing/ refining product strategies and roadmaps. Serves as the central resource with design, process, development, test, quality, and marketing, throughout all stages of a product's lifecycle. Manages the features backlog by identifying and prioritizing features and capabilities through direct input with customers, analysts, developers and architects and knowledge of the domain. Facilitates resolution of risks, issues and changes related to the product development lifecycle. Involvement includes modifications, upgrades and maintenance of the product or product line. You will work among high performing product, process, and engineering teams. You will have a passion for both technology and business strategy and an eye on industry trends. Working with our partners you will develop product roadmaps and prioritize features that optimize shareholder value while solving customer problems. You will enjoy being challenged in a fun, collaborative, diverse, and inclusive team environment. Does this sound like you? Key Job Responsibilities: This Product Owner Analyst will: Develop deep understanding of both the problems our stakeholders are trying to solve and the technical capabilities that support the pricing business today and, in the future, Partner across business, product and technologies to define/plan short/long term needs and solutions for the future Participate in the design of the capability roadmap to enable business processes Will work in conjunction with business partners, product managers, product owners and scrum teams to define features and break down into user stories and define acceptance criteria. Document process flows in support of American Express policy (AENB81) - specifically, documenting un/happy path scenario/feature designs, system interactions and data flows to clearly explain the innerworkings of the functionality in lay terms Identify RCSA process documentation modifications for ongoing maintenance to RCSA materials Maintain Value Co Creation (VCC), now called Ways of Working (WOW) artifacts Enterprise and Strategic Priorities Prioritize the scrum team's backlog in collaboration with Product Managers, Product Owners and other impacted teams while working to remove impediments. Facilitates resolution of risks, issues and changes related to the product development lifecycle Participate in scrum ceremonies, including sprint planning, show-and-tell, and program increment planning. Partner with testing teams to identify test scenario/case needs and ensure product quality Deliver tools and systematic capabilities that meet customer needs using competitive analysis and technology trends Maintain open communication channels with stakeholders, business partners, and technology partners Strong interpersonal and collaboration skills, including the ability to develop relationships with all partners while appropriately influencing without direct authority Demonstrate organizational and technical problem-solving skills Work well in a dynamic, complex environment and under deadline pressures Support governance processes for assigned product(s) Support project management for Product Issues with long term controls required - includes Product owned Issues and/or provide direct support to AET owned Issues specific to collaboration across business community. Minimum Qualifications: Product planning experience with a strong understanding of the Product Management lifecycle, along with demonstrated project management skills Experience in converting business requirements to technology ready features/user stories Experience in data flow mapping and documenting system to system operations understanding the interworking of a system/solution and how it uses the data upstream/downstream. Experience managing multiple priorities through timely delivery Strong communication skills and demonstrated ability to influence without authority Experience in working with both business and technology as partners and working as one team Experience in Scaled Agile delivery/framework Experience in Rally and Confluence tools Ability to accommodate multiple time zones when required Strong analytical skills Knowledge of merchant transaction processing capabilities a plus Bachelor's degree or 2+ years Business Analytics/Software Engineering experience a plus

Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a detail-oriented and customer service-oriented individual to join our team as the Senior Associate, Customer Support you will focus on identifying, evaluating, and acquiring new or used vehicles for a dealership or fleet. This involves building relationships with vendors, conducting market research, analyzing vehicle valuations, and negotiating purchase agreements. A Day in the Life * Receive orders from clients * Searches dealer inventory * Reviews and sends quality offers to clients * Manages workflow from order submission through delivery * Provide consultative input regarding alternative vehicles and ordering methods for most effective and efficient delivery of complete vehicles (Turn-key with upfit complete) * Arranges addition of upfitting throughout the order process & / or post-delivery. * Provides insight and consultation on the status of dealership inventory * Build and maintain relationships with vendors, and other key stakeholders. * Provide support to licensing related inquiries where unusual documentation may be requested as well as in-flight support for transportation issue resolution * Support departmental initiatives for best acquisition polices * Provides full order resolution support in collaboration with Client Success for vehicles purchased from dealerships * Internally referred to Senior Associate, Acquisitions ( Out of Stock-Non Upfit)* Basic Qualifications * Must have a Highschool Diploma * Ability to work effectively in a business environment characterized by complexity, ambiguity, and rapid change. * Microsoft office suite proficiency * Demonstrate strong communication skills * Demonstrate and ability to manage multiple simultaneous projects in an organized fashion. * Excellent interpersonal communication, change management and presentation skills (written and verbal) at all levels. * Proven problem-solving skills with an analytical and inquisitive approach Preferred Qualifications * Bachelor's degree, preferred or three to five years related experience, or equivalent industry experience * Fleet or mechanical experience( with upfit) preferred * Strong industry knowledge and familiarity with current state restrictions/laws pertaining to leased vehicles Location- Hopkins, MN The hiring base salary range for this position is $49,100 to $67,500 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. What's in it for You * A culture of innovation, empowerment, decision-making, and accountability * Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness * Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. Know Your Rights: Workplace discrimination is illegal

Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a detail-oriented and customer service-oriented individual to join our team as the Senior Associate, Customer Support you will focus on identifying, evaluating, and acquiring new or used vehicles for a dealership or fleet. This involves building relationships with vendors, conducting market research, analyzing vehicle valuations, and negotiating purchase agreements. A Day in the Life Receive orders from clients Searches dealer inventory Reviews and sends quality offers to clients Manages workflow from order submission through delivery Provide consultative input regarding alternative vehicles and ordering methods for most effective and efficient delivery of complete vehicles (Turn-key with upfit complete) Arranges addition of upfitting throughout the order process & / or post-delivery. Provides insight and consultation on the status of dealership inventory Build and maintain relationships with vendors, and other key stakeholders. Provide support to licensing related inquiries where unusual documentation may be requested as well as in-flight support for transportation issue resolution Support departmental initiatives for best acquisition polices Provides full order resolution support in collaboration with Client Success for vehicles purchased from dealerships Internally referred to Senior Associate, Acquisitions ( Out of Stock-Non Upfit)* Basic Qualifications Must have a Highschool Diploma Ability to work effectively in a business environment characterized by complexity, ambiguity, and rapid change. Microsoft office suite proficiency Demonstrate strong communication skills Demonstrate and ability to manage multiple simultaneous projects in an organized fashion. Excellent interpersonal communication, change management and presentation skills (written and verbal) at all levels. Proven problem-solving skills with an analytical and inquisitive approach Preferred Qualifications Bachelor's degree, preferred or three to five years related experience, or equivalent industry experience Fleet or mechanical experience( with upfit) preferred Strong industry knowledge and familiarity with current state restrictions/laws pertaining to leased vehicles Location- Hopkins, MN The hiring base salary range for this position is $49,100 to $67,500 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. What's in it for You • A culture of innovation, empowerment, decision-making, and accountability • Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness • Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. Know Your Rights: Workplace discrimination is illegal

We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find purpose and do what they love in an inclusive, collaborative, agile, and rewarding environment. IDB Invest is the private sector arm of the IDB Group and an international financial institution committed to addressing the development needs of Latin America and the Caribbean. Our mission is to support sustainable enterprises and projects that deliver financial results while maximizing social and environmental impact in the region. IDB Invest operates in 26 countries, structured across four geographic regions and three industry verticals: Infrastructure and Energy, Financial Intermediaries, and Corporates. In support of a new transformative business model "Originate to Share" our shareholders recently approved a $3.5 billion capitalization. This will allow IDB Invest to significantly scale up its investments, nearly doubling annual financing from approximately $8 billion to $19 billion, and unlocking greater private sector participation to drive development and climate impact across the region. About this position The Financial and Operational Risk Division, part of the Risk Management Department is looking for a data analytics professional, ideally with portfolio credit risk experience, to strengthen IDB Invest's portfolio management and analytics capabilities. The role focuses on enhancing credit risk dashboards, implementing portfolio metrics, automating reports and processes, improving data quality controls, and supporting credit limit systems governance. The candidate will also help communicate risk information across teams and collaborate with IT on data and system improvements. What you'll do Within the Portfolio Management & Analytics team function, you will support the development, enhancement, and governance of credit risk portfolio monitoring tools, data processes, credit risk metrics, and limit management system. Your responsibilities will include, but will not be limited to: * Portfolio Credit Risk Dashboards & Analytics * Develop, maintain, and enhance credit risk dashboards that deliver clear, actionable, and forward-looking insights for senior management and business areas. * Implement new credit risk metrics aligned with IDB Invest's evolving portfolio needs, including RAROC indicators, capital consumption metrics, concentration analytics, and early-warning tools. * Prepare high-quality materials for the Portfolio Supervision Committee (PSC) and other governance bodies, summarizing portfolio performance, risk drivers, and emerging trends. * Improve communication with business units by developing more intuitive, automated, and insightful reporting products. * Data Management, Automation & Process Improvement * Strengthen data integration across risk systems by optimizing ETL processes, improving data architecture, and ensuring alignment of risk metrics across platforms (Maestro/RAROC, CECL, Economic Capital, Fair Value, etc.). * Automate manual reports, monitoring tools, and internal workflows to increase efficiency and reduce operational risks. * Design, implement, and maintain data quality controls to ensure accuracy, consistency, and completeness of risk-related data. * Collaborate with IT teams on initiatives involving data analytics, system enhancements, and the implementation of new analytical solutions. * Lead the development and continuous improvement of the Credit Risk Knowledge Database (Wiki), documenting data lineage, business rules, and methodologies. * Credit Limit System Administration * Oversee the daily administration of the Credit Limit System, ensuring accurate exposure calculations and adherence to governance parameters. * Monitor breaches or exceptions, coordinate corrective actions, and ensure proper documentation and follow-up. * Maintain and update system manuals, operating procedures, and training materials. * Provide training and ongoing support to system users across the institution. * Partner with IT to implement enhancements, resolve issues, and improve system performance. What you'll need * Education: Bachelor's or Master's degree in finance, data analytics, business administration, or other fields relevant to the responsibilities of the role. * Experience: At least three (3) years of progressive experience in banking or financial institutions in roles related to portfolio management, credit risk, data analytics, or financial risk. Strong understanding of credit risk metrics, including provisions, RAROC, and economic capital. * Technical Skills: Proficiency in data integration, process automation, and the development of dashboards and analytical tools using Power BI (or similar), Excel, SQL, Python, or R. * Languages: Proficiency in English and one of the other Bank official languages (Spanish) is a plus. Requirements * Citizenship: No requirements * Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab. Type of contract and duration International staff contract, 36 months initially, renewable upon mutual agreement. What we offer The IDB group provides benefits that respond to the different needs and moments of an employee's life. These benefits include: * A competitive compensation package, including an annual base salary expressed on a net-of-tax basis. * Leaves and vacations: 24 days of paid time off + 8 personal days + sick leave + gender-neutral parental leave. * Health Insurance: IDB Group provides employees and eligible dependents with a robust medical benefits program that covers medical, dental, vision, preventive care, and prescription drugs. * Pension plan: defined benefit pension plan that provides financial security and support employees in planning for their future. * We offer assistance with relocation and visa applications for you and your family when it applies. * Hybrid and flexible work schedules. * Health and well-being: Access to our Health Services Center that provides preventive care and health education for employees. * Development support: We offer tools to boost your professional profile, such as mentoring, 1:1 professional counseling, training and learning opportunities, language classes, mobility options, among others. * Other perks: Lactation Room, Daycare Center, Gym, Bike Racks, Parking, Spouse Career Program, and others. Our culture At the IDB, we work so everyone brings their best and authentic selves to work while finding their purpose. Our people consistently strive for excellence, and we recognize and celebrate the impact of their contributions. In our efforts to drive innovation, we intentionally include all voices, cultivate a sense of belonging and champion fairness. We welcome individuals from underrepresented groups to join us and share their unique perspectives. We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job interview process. If you require an accommodation to complete this application, please email us at accommodations@iadb.org. #IDBInvest

JOB SUMMARYThe Corporate Finance Senior Associate is deeply involved in all aspects of the M&A process from client development to transaction closing. Corporate Finance Senior Associates are responsible for overseeing Analysts and Associates on project teams and providing senior M&A professionals with support and various deal materials. Senior Associates will manage complex transactions and communicate with clients which includes facilitating meetings. Participate meaningfully in all aspects of transaction development and execution Develop and present analyses and presentations in client and prospect meetings Identify strategic and financial buyers and sellers Participate in M&A strategy development discussions Draft information memoranda and management presentations Coordinate and support due diligence Build detailed and accurate financial models, including DCF, LBO, comparable transaction, and guideline company analysis Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and other economic information Mentor and develop staff (Analysts) Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in finance, accounting, economics, mathematics, or similar concentration 5+ years of experience in investment banking, corporate finance, or a related role Exceptional financial modeling and analytical skills Preferred education and experience Master's degree finance, accounting, economics, mathematics, or similar concentration Series 7, 79, and/or 63 designations Any FINRA licenses, CFA charters, and other industry-specific designations Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

The Redpath Difference: Already the largest CPA firm in St. Paul, Redpath is experiencing rapid growth and as a result we are seeking an experienced audit professional to join our team. We stand out from other firms. Our growth and success is for the benefit of all employees, not just the partners. Additional and unique benefits include a flexible time-off structure. Bring your audit and construction client background and experience to a firm with a close-knit, employee-first culture where tremendous growth provides incredible opportunity for advancement and your long-term career goals. As an Audit Senior, you will: Actively participate in engagement planning and designing engagement-specific audit approach. Perform and lead audit procedures in more complex financial statement areas Identify accounting, financial statement, and reporting issues, based on professional guidelines including U.S. GAAP. Research accounting treatment for issues on audit engagements, propose solutions and consult with experienced staff as necessary. Have autonomy to prepare and plan full review and compilation engagements. Qualifications: Local candidates only -- greater Minneapolis/St. Paul area Bachelor's Degree in Accounting Active CPA license (preferred) 3+ years of recent audit experience with construction clients Ability to travel to client sites Valid drivers license More about Redpath and Company- Who We Are: Caring - We show genuine care for our clients and colleagues through meaningful relationships, collaboration, and a constant commitment to adding value in everything we do. Proactive - We take initiative, resolve potential obstacles, and are intentional with solutions provided to stay ahead of challenges and opportunities for our clients. Positive - We cultivate a solution-oriented culture that embraces change, encourages collaboration, and thrives in the face of challenges. Driven - We maintain an unwavering focus on excellence, consistently improving and delivering beyond expectations across all our projects. Redpath and Company helps clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven CPA and advisory services for closely-held businesses, private equity, government entities, and nonprofit organizations. Core commercial industries served include manufacturing and distribution; construction, real estate, and engineering; and technology. Areas of service expertise include audit and assurance; personal, business, and international tax; state and local tax; sales and use tax; and succession and estate planning. Redpath also guides clients throughout the entire business life cycle with performance optimization and process improvement; M&A advisory, including corporate and deal strategy, due diligence (financial, tax, operations, and IT), financial modeling, and M&A integration; accounting and management outsourcing; and valuations. The firm was founded in 1971. With offices located in St. Paul and White Bear Lake, Minnesota, the firm ranks as one of the top CPA and advisory firms in Minnesota. Redpath is a member of HLB International, a global network of independent advisory and accounting firms. For more information, visit ******************** Redpath and Company offers a comprehensive benefit package, including: Medical, Dental, and Vision plans HSA and FSA Voluntary Long-Term Disability Company paid Short-Term Disability Paid parenting leave 401k plan with company match after 6 months of service Redpath and Company is an equal opportunity employer, and we use E-Verify to confirm the identity and employment eligibility of all new hires.