Financial Credit Risk, Manager
Risk manager job in Charlotte, NY
Industry/Sector
Banking and Capital Markets
Specialism
Financial Risk
Management Level
Manager A career in our Balance Sheet Management practice, within Financial Risk and Regulatory services, will provide you with the opportunity to help business leaders embed a proactive and dynamic risk management capability and mind set into their corporate business practices. From strategy through to implementation, we help put in place people, processes and technology so they can leverage financial risk management to identify new opportunities and pursue success as smoothly, systematically and sustainably as possible in the face of changing markets, technologies and competition.
Our team provides our clients with gap assessments as well as design and implement processes to facilitate asset and liability management, funding and liquidity planning and stress testing, and capital management. You'll help build tools that enable our clients to efficiently utilise capital and liquidity resources, consistent with regulatory expectations.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
Develop new skills outside of comfort zone.
Act to resolve issues which prevent the team working effectively.
Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
Analyse complex ideas or proposals and build a range of meaningful recommendations.
Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
Address sub-standard work or work that does not meet firm's/client's expectations.
Use data and insights to inform conclusions and support decision-making.
Develop a point of view on key global trends, and how they impact clients.
Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
Simplify complex messages, highlighting and summarising key points.
Uphold the firm's code of ethics and business conduct.
As a member of the Risk & Regulatory Advisory team, you will advise financial institutions on a broad range of credit risk management topics including organization and governance; credit process optimization; risk rating model design, build and implementation; credit regulatory assessments; and Current Expected Credit Losses (CECL) process and tools. You will work on a team evaluating, designing, and implementing credit risk strategies to support our clients in addressing key market challenges.
Job Requirements and Preferences:
Basic Qualifications:
Minimum Degree Required:
Bachelor Degree
Minimum Years of Experience:
6 year(s)
Preferred Qualifications:
Degree Preferred:
Master Degree
Preferred Fields of Study:
Business Administration/Management, Statistics, Mathematics, Finance, Economics, Accounting
Preferred Knowledge/Skills:
Demonstrates extensive-level abilities and/or a proven record of success in how to lead or facilitate relevant project management or client consultations in the areas of credit-related activities and credit risk management, preferably in some combination of the following areas:
Leading and/or playing a significant role in commercial and retail lending and credit process redesign initiatives, such as streamlining credit approval processes (including artificial intelligence), better aligning deal team execution and delivery to client segmentation schemes, implementing credit process redesign initiatives (e.g., target operating model for credit lifecycle), redesigning risk management organization or functional responsibilities, enhancing loan review processes, and/or enhancing loss mitigation/recovery processes;
Managing credit risk processes, performing underwriting, credit analysis and assigning risk ratings (e.g., single, and dual risk rating frameworks), writing and reviewing risk management policies and procedures, 1st and 2nd line of defense experience;
Developing, applying, and validating commercial and retail credit risk methodologies including obligor and facility risk rating (e.g., PD, LGD, EAD) models, pricing models, etc.;
Creating and executing design and application of commercial and retail credit risk reporting and analytics in a financial services organization;
Possessing knowledge of Allowance for Credit Losses, including methodology, models, and US GAAP requirements under Current Expected Credit Losses (CECL) and knowledge of IFRS 9;
Selecting, implementing and/or using commercial and retail credit risk workflow, analytic tools - e.g., Moody's, S&P, nCino, and/or, reporting technologies;
Demonstrating familiarity with commercial and retail credit regulatory guidance covering CECL, credit risk review systems, underwriting/annual reviews; and,
Possessing completion of a formal credit training program;
Demonstrates extensive-level abilities and/or a proven record of success with designing and implementing process improvement solutions, leveraging PC applications including MS Office (Word, Excel, Access, PowerPoint), where applicable, including:
Leveraging know-how of a wide range of commercial and retail loan types, including C&I, CRE, ABL, Leasing, Project Finance, Leveraged Lending, fund financing, etc.;
Operating successfully as both an individual contributor and team member, identifying and addressing client needs. Preparing, coordinating, and delivering complex written and verbal materials to clients and senior management (e.g., PPT presentations, summary reports/ memos, oral presentations);
Supervising teams to create a strong atmosphere of trust, seeking diverse views to encourage improvement and innovation, and coaching staff, including providing timely meaningful written and verbal feedback;
Identifying and addressing client needs by building and maintaining trust (e.g., client relationship management);
Considering cross-cultural differences, seeking diverse views to encourage improvement and innovation, and fostering a global mindset for the team;
Demonstrating experience in working with and managing on-shore and off-shore teams;
Demonstrating thorough ability to communicate project goals and objectives, project status and deliverables, building consensus and presenting standard industry practices/point of view effectively; and,
Keeping leadership informed of progress and issues.
Travel Requirements
Up to 60%
Job Posting End Date
Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ************************************* PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyCredit Risk Manager, Vice President
Risk manager job in Boston, NY
Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
We're searching for a Credit Risk Manager for MUFG's Growth & Middle Market Technology Group. This is a critical role in supporting franchise as it grows and expands further into higher risk areas. The individual will be responsible for the 2nd line of defense for a portfolio of Technology transactions that include Venture and Cash Flow loans. This includes providing credit recommendations on new transactions and managing a complex portfolio. They will work closely with senior members of the business line and provide structuring and legal documentation input on transactions. They will evaluate and recommend transactions and monitor the credit exposure in the portfolio and develop exposure management programs when appropriate.
You will screen new opportunities and monitor the credit exposure within the portfolio. In addition, you will need in-depth knowledge of the technology sector in U.S. markets and current events utilizing internal and external sources.
Responsibilities:
Responsible for credit exposure to a portfolio of Technology borrowers
Guide business line cooperatively and constructively, while maintaining credit discipline.
Lead effective challenge of transactions to ensure safety and soundness of portfolio.
Seek opportunities to enhance Credit Risk reporting and processes.
Facilitate the approval process for credit actions and loan underwriting.
Maintain and monitor compliance reporting requirements.
Lead and participate in special projects and assignments as required
Experience:
6+ years' experience in commercial lending to technology companies,
Strong knowledge of corporate credit analysis, accounting, legal/documentation, and technology lending marketplace in U.S.
Extensive portfolio management experience and ability to handle refinancing of existing loans
Excellent communication and networking skills
Strong administrative skills, knowledge of loan administration and accounting procedures
Excellent analytic and quantitative skills
Proficient in Word, Excel, PowerPoint
The typical base pay range for this role is between $147k-$185k depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
Auto-ApplySeasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-Insurance-Manager
Risk manager job in Buffalo, NY
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
New York or Remote-Seasonal Tax Manager-FSO Insurance
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! **Your key responsibilities**
As a Seasonal Manager, you'll provide clients with tax guidance and consulting related to tax accounting and planning (internal restructurings, acquisitions, dispositions, carve-out financial statements, GAAP conversions from US GAAP to IFRS or IFRS to US GAAP, share based compensation, financial statement restatements and balance sheet remediation of tax accounts). You'll also assist companies with all aspects of their preparation of the tax provision. In addition, you'll also have the opportunity review of the tax provision process to improve efficiency and accuracy and enhance the control environment and assessing tax risk and control environments inclusive of and beyond the boundaries of Sarbanes-Oxley Section 404.
**Skills and attributes for success**
+ Tax Accounting Projects and Consulting
+ Tax Provision Preparation/Review ' assist companies with all aspects of their preparation of the tax provision
+ Process and Controls Enhancement
+ Key Risks Identification, Prioritization, Monitoring and Remediation
**To qualify for the role you must have**
+ A bachelor's degree in a related field, supported by significant tax or legal experience; MST, MAcc, or JD/LLM preferred
+ Valid US Certified Public Accountant (CPA) license or active state bar membership
+ Minimum of 5 years of work experience in professional services, tax organization, law firm, or IRS
+ Broad understanding and experience with federal income taxation
+ Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
**Ideally, you'll also have**
Strong ASC 740 and/or IAS 12 experience as well as experience in corporate tax planning and compliance; Relevant tax experience or equivalent experience in business or industry with a broad exposure to federal income taxation
**What we look for** We seek candidates with strong tax and tax accounting knowledge, the ability to team with and motivate others, the skills to manage large engagements and build meaningful relationships with clients and colleagues.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
National Risk Officer
Risk manager job in Boston, NY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The National Risk Officer is responsible for a wide variety of supervisory, compliance and risk functions. In conjunction with the Senior Risk Officer (SRO) and the Associate/Regional Risk Officer (ARRO/RRO), the National Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Additionally, the National Risk Officer keeps the Market and Region informed of significant matters and is a non-revenue sharing position that has dual reporting to the Head of the Centralized Review Unit (CRU) and the Associate Regional Risk Officer (ARRO). Finally, this position will support various risk and supervisory functions for a single Market and/or multiple Markets within a single Region and may provide Risk Officer coverage for functions specific to a single Market, a single Branch, or multiple branches within a Region.
DUTIES AND RESPONSIBILITIES:
Primarily responsible for all risk, supervisory, and compliance functions for respective branch location(s)
Reviews and responds to a variety of supervisory alerts in a timely and sufficient manner
Support increased Risk Officer workload due to remediation requirements, new FA/FAA recruits onboarding, etc.
Fill coverage and/or resource gaps resulting from temporary Risk Officer attrition, shortages (e.g., turnover, resignations, etc.)
Assist Markets during periods of high-volume supervisory alerts
Manages and responds to senior or vulnerable adult, financial exploitation, diminished capacity, or other concerns affecting Morgan Stanley's senior or vulnerable clients
Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer (SRO) and/or the Associate/Regional Risk Officer (ARRO/RRO)
Provides coaching, guidance, and education to Financial Advisors on policies and procedures to promote risk awareness and a compliant environment
Interview clients where necessary, and collaborates with internal partners in Legal, Compliance, Risk and Business to formulate adequate responses to close matters and/or pending supervisory alerts
Liaises with the Legal and Compliance Division to respond to customer complaints and litigation
Supports the preparation for and response to all branch exams and internal audits, and ensures that any audit findings are appropriately responded to and remediated
National Risk Officers may travel to different Markets within the Region to provide support, as needed
Bachelor's degree or equivalent work experience
Previous industry experience
Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66)
Other licenses as required for role or by management
Strong knowledge of SEC, FINRA Rules and Regs including Investment and Product Knowledge
Knowledge of applicable laws and regulations pertaining to senior or vulnerable adult matters preferred
Effective written and verbal communication skills
Ability to prioritize and resolve complex problems and escalate as necessary
Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies
Ability to organize and prioritize tasks and assignments in a deadline-oriented environment
Ability to interact with Financial Advisors and clients
Excellent judgment and the ability to be discreet in all matters
Strong quantitative and analytical skills
High motivation and energy with ability to develop strong working relationships
A calm demeanor and ability to work on multiple tasks at one time
Self-starter with a strong attention to detail
Ability to work well with colleagues across a diverse range of working groups in a fast-paced environment
Excellent problem-solving and business judgment
Strong organizational, planning and time management skills
Ability and willingness to voice ideas, in addition to following instructions
Proficiency in MS Office, PowerPoint, Excel
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $120,000 and $160,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyOliver Wyman - Associate/Engagement Manager - Insurance & Asset Management
Risk manager job in Boston, NY
Company:Oliver WymanDescription:
Who We Are?
Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 29 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 6,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a wholly owned subsidiary of Marsh & McLennan Companies [NYSE: MMC]. For more information, visit ********************
Job Specification
Practice Group: Financial Services
Practice: Insurance
Location: New York
Role: Associate, Engagement Manager
Practice Overview
The Insurance and Asset Management Practice provides leading Life Insurers, Property & Casualty Insurers, and Asset Managers with strategic insights to succeed in a rapidly evolving competitive, regulatory, and capital markets environment. Our work spans a range of topics, including strategy development, financial effectiveness, product design and management, operational excellence, underwriting and pricing, and distribution. Recent examples of our impact include:
Establishing a Greenfield insurer from strategy formulation, technology selection across the value chain, project planning through to implementation
Designing a multi-year corporate strategy for an Independent Broker Dealer that included product development, distribution and operations and technology components
Building a generative-AI powered contract review tool reviewing the insurance sections of contracts
Developing a target operating model for the Finance and Actuarial functions of a life insurer to empower them with enhanced data and the technology they need to design products, perform pricing updates, and calculate reserves
The Insurance Practice is seeking Associates and Engagement Managers to support our continued expansion, a strategic priority for the firm. This is an exciting opportunity to be part of a successful team. For more information about our Practice, please visit ***********************************************************************************************************
Associate / Engagement Manager Role
Our consulting roles offer excellent career and growth opportunities for talented, highly motivated professionals with relevant prior experience. As a professional member of our firm in the Associate or Engagement Manager role, your initial responsibilities will include:
Managing the execution of individual project workstreams or projects. This typically includes project / workstream planning and coordination; developing hypotheses; managing data collection, model creation and analyses; conducting primary and secondary research; creatively tackling information limitations; and surfacing insights
Synthesizing findings into written presentations; reviewing and discussing with clients and other stakeholders; leading client readouts of written presentations or deliverables
Supporting our Partner group in project delivery through accurate and high-quality execution
Managing and developing junior consultants on individual project workstreams or projects. This typically includes task allocation tailored appropriately by skill sets; output / deliverable review and iteration; constructive feedback sessions; and mentoring / development in consulting skillset and / or insurance industry content or related topics
Desired Skills and Experience
Just as every client project is different, we recognize and value the diversity of backgrounds and skill sets for successful candidates. We are seeking high-caliber individuals who want to join our winning team. While specific responsibilities will vary based on previous experience the ideal candidate will have the following:
4-7 years of relevant experience, ideally with a top-tier strategy consulting firm (or other similar organizations with project-based, team-oriented environments)
Experience with insurance-related topics, such as organizational design, strategic planning, product design, distribution, underwriting, policy or claims administration, claims, risk and capital management, pensions, or reinsurance
Track record of leading and managing teams, and delivering against tight deadlines in fast-paced, demanding environments
Strong background in strategic problem solving with demonstrable analytical skills
Outstanding written and verbal communication skills
Undergraduate or advanced degree from a top academic program
Willingness to travel
Unrestricted U.S. work authorization is required for U.S. office locations. Oliver Wyman does not offer sponsorship for this position. Please note that CPT and OPT are restricted forms of work authorization.
Why Work for Us
Oliver Wyman seeks to invest in its people by fostering a safe and inclusive environment, respecting and welcoming different perspectives, promoting an ownership culture, providing opportunities for individuals to develop their personal brand, and celebrating successes and rewarding performance. There are employee groups for: the LGBT+ community, racially and ethnically diverse employees, women, family life, introverts and veterans of military service at Oliver Wyman.
The applicable base salary range for this role is $190,000 to $240,000.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, educations, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In additional to the base salary, this position is eligible for performance -based incentives.
Oliver Wyman offers a performance-based pay program that rewards colleagues for the contributions they make to our business results, including year-end bonuses based on personal and corporate performance. We also offer an impressive array of benefits. Explore all the benefits offered at US Benefits | Marsh McLennan.
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Auto-ApplySeasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-Insurance-Manager
Risk manager job in Akron, NY
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
New York or Remote-Seasonal Tax Manager-FSO Insurance
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Your key responsibilities
As a Seasonal Manager, you'll provide clients with tax guidance and consulting related to tax accounting and planning (internal restructurings, acquisitions, dispositions, carve-out financial statements, GAAP conversions from US GAAP to IFRS or IFRS to US GAAP, share based compensation, financial statement restatements and balance sheet remediation of tax accounts). You'll also assist companies with all aspects of their preparation of the tax provision. In addition, you'll also have the opportunity review of the tax provision process to improve efficiency and accuracy and enhance the control environment and assessing tax risk and control environments inclusive of and beyond the boundaries of Sarbanes-Oxley Section 404.
Skills and attributes for success
Tax Accounting Projects and Consulting
Tax Provision Preparation/Review ' assist companies with all aspects of their preparation of the tax provision
Process and Controls Enhancement
Key Risks Identification, Prioritization, Monitoring and Remediation
To qualify for the role you must have
A bachelor's degree in a related field, supported by significant tax or legal experience; MST, MAcc, or JD/LLM preferred
Valid US Certified Public Accountant (CPA) license or active state bar membership
Minimum of 5 years of work experience in professional services, tax organization, law firm, or IRS
Broad understanding and experience with federal income taxation
Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
Ideally, you'll also have
Strong ASC 740 and/or IAS 12 experience as well as experience in corporate tax planning and compliance; Relevant tax experience or equivalent experience in business or industry with a broad exposure to federal income taxation
What we look for We seek candidates with strong tax and tax accounting knowledge, the ability to team with and motivate others, the skills to manage large engagements and build meaningful relationships with clients and colleagues.
What we offer you
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.
Director of Enterprise Risk Management
Risk manager job in Buffalo, NY
Purpose: The Director of Enterprise Risk is responsible for supporting the Chief Risk Officer in all matters regarding the management and evolution of the Company's Second Line of Defense Enterprise Risk function and is a key member of the senior leadership at Five Star Bank. Areas of oversight include, but are not limited to: the development, execution and maintenance related to the areas of risk which include the Enterprise Risk Management (ERM), Third Party Risk Management (TPRM), New Products and Services, Change Management and Model Risk Management Program(s), Policies, Governance, Risk Appetite and Management Projects. In addition, this position will provide insight and guidance to all Second Line functions will track/manage enterprise risk related initiatives including regulatory and audit/risk related issues management. The Director ERM will also serve as backup for the CRO, as called upon by Executive Management, when the CRO is unavailable.
Essential Functions:
* Ensure compliance with the Company's Enterprise Risk Management (ERM) Program Oversee the development and continued evolution of the Company's ERM Program and associated processes, including the advancement of policies and procedures for risk identification / risk assessment, reporting and mitigation or acceptance.
* Oversee the development and update of the Company's Risk Appetite Statement (RAS) at least annually for Board of Directors approval. Ensure alignment of RAS and Strategy. Develop processes to monitor and report alignment with the RAS and mitigating activities by risk owners.
* Support supervisory examination requests and act as a centralized point of contact managing the responses to applicable enterprise risk regulatory examination requests.
* Provide review and comments on applicable regulatory submissions to ensure proper alignment with supervisory expectations.
* Oversee the Company's Third-Party Risk Management (TPRM) Program and associated processes, including the advancement of policies and procedures for vendor management, reporting and risk mitigation.
* Oversee the Company's New Product Approval governance processes.
* Oversee the Company's risk structure and governance.
* Oversee the Company's Model Risk Policy Governance processes.
* Oversee the Company's Change Management processes, program and lead the bank's change advisory board.
* Participate in the Company's Allowance for Credit Losses Working Group and associated model process.
* Participate in the Company's commercial real estate portfolio stress test working group.
* Present to committees of Management and the Board of Directors as necessary regarding matters of risk identification, assessment, reporting, mitigation or acceptance.
* Manage daily functions of ERM and TPRM including staffing, performance management, problem resolution and other managerial functions customary to the Company's goals, practices and culture.
* Drive and participate in continual improvement projects across various second line of defense workstreams to meet regulatory and management expectations.
* Assume responsibilities for Chief Risk Officer as called upon by Executive Management in instances where the CRO is unavailable.
* Train, mentor and develop ERM and TPRM staff. Review (as appropriate) work prepared by staff ensuring quality and compliance with the ERM Program.
* Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.
Job Related Qualifications - Education and Prior Experience:
Required:
* Education: Bachelor's Degree in Finance, Business, Economics or related field
* Prior Experience: 10+ years of Risk Management, Bank Regulatory, Policy Development, or Internal Audit including SOX Testing and Control Implementation
Competencies:
* Solid knowledge of the financial markets and regulatory environment.
* Excellent verbal and written communication skills.
* Ability to effectively communicate with external regulatory bodies.
* Expert knowledge of bank supervision and examination processes.
* Strong research skills and analytical capabilities.
* Ability to assimilate and interpret analysis and trends in order to reach conclusions regarding the type and magnitude of risk across all risk types and businesses for strategic decision-making purposes.
* Strong relationship management skills and team-orientation.
* Superior time management skills, with ability to effectively prioritize to meet established deadlines.
* Proficient with Microsoft Office applications, especially Excel and PowerPoint, including the ability to learn new and existing banking software.
* Knowledge of current expected credit losses (CECL) methodologies and federal guidance as well as commercial portfolio stress testing processes.
Physical Requirements:
* Able to regularly sit for prolonged periods of time.
* Able to travel occasionally.
* Extensive computer usage is required.
* Limited domestic travel to conferences may be required.
Benefits:
* Medical, Dental, and Vision Insurance
* Health Savings Account
* Flexible Spending Account(s)
* Company Paid Life Insurance, Long-Term Disability, and Short-Term Disability
* Voluntary Offerings: Life, Critical Illness/Specified Disease, Accident, Hospital Indemnity & Personal Accident
* Tuition Reimbursement
* Employee Referral Program
* Wellness Reimbursement Program
* Star Volunteer Program
* Employee Banking and Financial Perks
* Flexible Hybrid Work Schedule
* Paid Time Off (PTO)
* Company Paid Holidays
The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.
This job description is not exhaustive. The Director of Enterprise Risk Management may be required to perform other duties as assigned.
Senior Liquidity Risk Oversight Analyst
Risk manager job in Buffalo, NY
The Senior Liquidity Risk Oversight Analyst will support, and report, to the Segment Risk Manager responsible for oversight of interest rate, market or liquidity risk undertaken in the assigned segment. Incumbent will have regular, direct interaction with Treasury members and play a lead role in conducting effective challenge of Treasury activities relating to interest rate risk, market risk or liquidity risk, the balance sheet or income statement. Incumbent will develop analytics, measure conformance to regulations and may manage more junior members of the Risk Analytics team.
**Primary Responsibilities:**
+ Interact directly with Treasury team members to conduct effective challenge of Treasury risk pillars (interest rate risk/liquidity risk/market risk) through annual process assessments (PA) and periodic challenge reviews (CR).
+ Establish findings as a result of PAs and CRs when regulatory or best-practice gaps exist, as uncovered through the PA and CR frameworks.
+ Communicate findings to Treasury team members.
+ Drive process improvement initiatives and work with others within and external to TRMO to implement changes to methodology and enhance/streamline processes to improve efficiency and sustainability.
+ Provide leadership, guidance and direction to junior staff regarding all aspects of data analysis, risk reporting, risk identification, risk policies and governance and regulatory compliance.
+ Maintain and develop in others knowledge on standard concepts, practices, and procedures within the risk analytics field.
+ Build new financial challenger-type models or utilize existing ALM model to increase efficacy of oversight activities.
+ Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Promote an environment that supports belonging and reflects the M&T Bank brand.
+ Complete other related duties as assigned.
+ Strong quantitative, financial, and economic skills
+ Detail-oriented
+ Advanced computer skills and strong knowledge of pertinent spreadsheet and database software
**Scope of Responsibilities:**
The Senior Risk Analyst must be adept at working across all levels of the organization from junior staff to the Chief Risk Officer or other senior/executive members of management in Risk or Treasury/Finance. This is a high profile position where the incumbent must be a comfortable working with minimal/moderate oversight under tight deadlines.
**Education and Experience Required:**
MBA with outstanding academic credentials, minimum two years work experience or BA/CPA/CFA with three-plus years experience. Excellent written and oral communication skills. Superior interpersonal and leadership talent. Advanced analytical abilities.
**Education and Experience Preferred:**
Master's degree in Business Administration (MBA)/Chartered Financial Analyst (CFA)
4 or more years' proven Treasury experience
Knowledge of bank products and services
Proficiency in data analytics
Proven ability to work well in a fast-paced, deadline-driven environment, coordinating multiple projects simultaneously
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $103,000.00 - $171,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Buffalo, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
Portfolio Manager - Cash Flow Lending
Risk manager job in Buffalo, NY
The Portfolio Manager, Cash Flow Lending role is responsible for the ongoing monitoring process for the Bank's commercial loans within the Cash Flow Lending vertical to ensure timely portfolio monitoring, accurate risk ratings, and compliance with credit policy, loan agreements, and applicable banking regulations. This individual contributor position interacts closely with and supports Commercial Banking Relationship Managers, as well as other internal personnel, on commercial credit portfolio monitoring, working under limited supervision.
Essential Functions
Monitor credit performance of individual commercial borrowers ensuring timely escalation or remediation, as appropriate
Responsible for the timeliness and accurate aggregated reporting of the Cash Flow Lending portfolio monitoring activities and adherence to credit policies, procedures and thresholds related to financial statement collection, covenant testing, collateral valuation, annual reviews, and delinquencies. Evaluation of risk associated with non-compliance
Engage with customers to gain a thorough understanding of the borrowers' business model, financial performance, and industry trends to effectively evaluate sources of repayment and accurately assign risk ratings
Collect and review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, industry research and peer data. Determine the need for more thorough investigation or additional information
Spread financial statements and prepare financial models designed to assess probability of default and loss given default. Document historic and proforma cash flows, covenant calculations, sensitivity analysis, guarantor statement review, and collateral valuation as appropriate.
Analyze financial information and related materials to ensure prudent ongoing credit monitoring for the Bank's commercial loan portfolio. Analyses to include an independent credit quality assessment with well-supported risk rating rationale, identification of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues. Identify emerging risks or material changes in customers financial position, including evaluation of compliance with loan agreements
Assist in completion of annual reviews, renewals, interim update memos, covenant calculations and criticized asset reviews. Monitor early warning indicators and other forms of credit surveillance
Present analysis or address questions during credit discussions or presentations
Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds, including industry concentrations and leveraged finance exposure
Coordinate and conduct quarterly portfolio reviews to assess the overall performance and risk profile of the cash flow lending portfolio including leveraged lending exposure and distribution, asset quality metrics and trends, industry concentrations, top exposures, maturity profile, and pipeline.
Ensure compliance with Northwest's policies and procedures and applicable regulations
Complete other related duties as assigned in support of Credit Management's support function
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Education and Experience preferred
Bachelor's degree Accounting, Finance, Economics, or related degree
3-5 years of Commercial underwriting, public accounting, financial analysis, or credit risk management
This position can be performed remotely, unless you live within 40 miles of one of our Hub locations which are listed below. If you live within 40 miles of one of the locations listed below, you must be onsite Monday - Thursday with Friday as an optional work from home day.
INDEPENDENCE, OH
6480 Rockside Woods Blvd S
Suite 345
Independence, OH 44131
COLUMBUS, OH
HQ
3 Easton Oval
Columbus, OH 43219
BUFFALO, NY
375 Essjay Road
Suite 100
Buffalo, NY 14221
MOUNT JOY, PA
101 East Main Street
Mount Joy, PA 17552
WARREN, PA
100 Liberty Street
Warren, PA 16365
ERIE, PA
800 State Street
Erie, PA 16501
PITTSBURGH, PA
Bellevue
532 Lincoln Avenue
Bellevue, PA 15202
FISHERS, IN
11 Municipal Drive
Suite 150
Fishers, IN 46037
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyExperienced Assurance Opportunities
Risk manager job in Buffalo, NY
What You'll Do
Join our growing Assurance team at Cohen & Co! Our national Assurance Practice is recognized throughout the U.S. for our expertise and technical ability to provide top-quality products and guidance to our clients. Our core belief in putting “Great People First” means we focus on creating an inclusive environment where each of our employees feels supported in growing as people and in their careers.
We are hiring experienced professionals at all levels, from Senior Accountants to Senior Managers, for our Assurance team.
Private Company - Focused on private companies for more than 40 years, our assurance professionals maintain a command of the latest technical knowledge. We put that knowledge and insight to work for private companies in all industries and of all sizes ranging from pre-revenue start-ups to mature, multi-billion-dollar enterprises. We understand the issues businesses face and we have the passion, commitment, and experience to contribute to their success.
Private Funds: With decades of experience in the industry, our Alternative Investment Funds Group is a leader in this space. We offer a range of services to hedge funds, private equity funds, CTAs and other alternative investments. We also regularly work with more than 30 fund administrators nationwide, as well as private investment funds who internally manage fund accounting and administrative services.
Registered Funds: Have a passion for working in the investment industry? Our seasoned professionals provide high-level touch services to mutual funds, ETFs, closed-end funds and CITs. Our command of industry trends and direct experience are valuable tools to help clients navigate complex issues. We provide audit and tax services to over 1,500 registered funds and are the 2nd largest auditor of ETFs and work with more unique ETF advisors than any audit firm in the country.
Check out more information on the above areas here!
Who You Are
Required:
CPA eligible or pursuing requirements is preferred
CPA license is required at the Manager level and above
2+ years of progressive audit experience in public accounting
Experience or interest in one or more of the following areas:
Investment Companies
Private Companies
Hedge Funds, Private Equity Funds, CTAS and other Alternative Investments
SOC Readiness & Compliance
Employee Benefit Plans
Location:
Denver, CO; Chicago, IL; Hunt Valley, MD; Detroit, St. Clair Shores, MI; Cleveland, Akron, Youngstown, OH; Buffalo, New York, NY; Philadelphia, Pittsburgh, PA; Milwaukee, WI
Hybrid work environment (2-3 days in office per week)
This potential opportunity is not available for residents of California.
We will be reviewing applications opportunistically and will contact you if we see a potential fit.
Who We Are
#LifeatCohen
Sure, we like numbers. (But we'll
never
treat you like one.)
At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:
Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Learn More About Us!
Discover our Passion, Purpose & Expertise
Learn more about our Firm's culture
Experienced Hire Opportunities
Estimated salary range to be shared at time of continuing in recruiting process for specific role.*
*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
#LI-PROMO
#LI-Hybrid
#LI-PROMO
#LI-Hybrid
Auto-ApplyTreasury Manager
Risk manager job in Buffalo, NY
Our award-winning client is seeking a Treasury Manager to join their team. Lead the development and maintenance of global credit policies, assess creditworthiness on a global scale, and oversee credit limits and collections, ensuring compliance with regulations and proactive risk mitigation.
Responsibilities:
Develop, review, and update global credit policies and procedures aligned with financial objectives and industry best practices.
Assess the creditworthiness of new and existing global customers through comprehensive financial analysis.
Establish and manage credit limits based on risk assessment and financial analysis.
Oversee the global collections process, implementing effective strategies for timely invoice payment.
Identify and proactively mitigate potential credit risks, collaborating with legal and other departments for high-risk accounts and disputes.
Collaborate with sales and customer service teams to address credit inquiries and maintain positive customer relationships.
Prepare and present regular reports on credit metrics, aging, and bad debt reserves.
Ensure compliance with local and international credit and collection regulations.
Provide guidance and support to global credit and collection teams.
Oversee daily treasury operations, including cash disbursements and receipts.
Execute financial transactions, such as wire transfers.
Manage the company's commercial risk management program and collaborate with the CFO on annual renewal and compliance.
Work with local sites to forecast and budget insurance costs.
Required Qualifications:
Bachelor's Degree in Finance, Accounting, Business, or a related field.
Proven experience in credit management, preferably within a global corporation.
Strong understanding of financial analysis, credit risk assessment, and collections strategies.
Excellent communication and negotiation skills to effectively interact with stakeholders.
Knowledge of international credit laws and regulations to ensure compliance.
Proficiency in relevant software and financial tools for efficient credit management.
Advanced proficiency in MS Excel; ERP systems experience and financial reporting systems experience preferred.
Audit Manager - Northeast
Risk manager job in Buffalo, NY
About Our Team:
EFPR, a Springline company, is a regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients-while staying true to the personalized, high-touch service and vibrant culture that sets us apart.
This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.
About the Role:
As a Manager on the Audit team, you will play a key role in delivering customized solutions to clients while ensuring engagements are completed efficiently and in accordance with the firm's quality standards. You will utilize available resources to drive timely execution, foster strong client relationships, and collaborate with the team to uphold excellence in service delivery.
What You'll Do:
Plan and execute audit engagements, ensuring compliance with accounting standards and regulations.
Perform and oversee planning and fieldwork procedures in audit engagements, including client inquiry, analytics and testing for multiple engagements simultaneously.
Identify and assess risks, develop audit programs and perform appropriate testing and review.
Prepare, examine or analyze accounting records, financial statements or other financial reports to assess accuracy, completeness and conformation to reporting standards.
Review and approve audit workpapers and reports.
Mentor and supervise audit staff, providing guidance and support.
Present audit results and reports and communicate audit findings and recommendations to clients and management.
Build and maintain strong relationships with clients. Understand client business and industry to provide relevant audit services.
Participate in business development activities to attract new clients.
Utilize and understand the rules, regulations, and Code of Professional Conduct of the American Institute of Certified Public Accountants (AICPA).
Demonstrate knowledge in Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB), Other Comprehensive Basis of Accounting (OCBOA), unique or specialized accounting principles, and financial statements presentations.
Engage in professional development and firm-sponsored training to stay at the forefront of industry best practices.
About You:
Bachelor's degree in accounting or related field is required; Master's degree is preferred. Licensed CPA in good standing or actively working towards passing the CPA exam is preferred.
At least 4 years of experience in public accounting or relevant position.
Displays advanced knowledge of accounting principles and regulations.
Collaborative mindset: You thrive in a team environment and embrace continuous learning.
Adept at working at a fast pace while maintaining precision and meeting deadlines.
Effective communicator with strong verbal and writing skills, including advising and communicating solutions and issues to clients.
Proficient in using relevant audit software.
Reside in the Northeast of the US. Open to 50% travel to the Upstate NY area.
Why Join Us:
We're growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including:
Flexible Work Environment: With EFPR's 2080 Annual Hours Policy for Accounting professionals, EFPR continues to be leader in the Public Accounting Industry. 2080 combined with our Flex Policy, and our competitive compensation and benefits package, EFPR remains a destination employer. This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team.
Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm's growth and success and share in the rewards.
Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.
#LI-JL1
Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-Insurance-Senior Manager
Risk manager job in Akron, NY
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
New York or Remote- Seasonal Tax Senior Manager-Insurance
EY's National Tax Department (NTD) serves high-profile, national and multinational clients, providing a range of domestic and international transactional tax planning services and tax-related advisory services. Our Tax Accounting and Risk Advisory Services (TARAS) practice operates within the NTD, and assists companies with all aspects of their financial reporting for income taxes including tax accounting, tax provision procedures, and controls design and testing. The TARAS practice is an established practice that has been serving the complex and global tax reporting needs of companies for approximately ten years. We believe that by managing our clients' tax obligations responsibly and proactively we can make a critical difference, and you'll be at the heart of this mission.
Your key responsibilities
As a Seasonal Senior Manager, you'll provide clients with tax guidance and consulting related to tax accounting and planning (internal restructurings, acquisitions, dispositions, carve-out financial statements, GAAP conversions from US GAAP to IFRS or IFRS to US GAAP, share based compensation, financial statement restatements and balance sheet remediation of tax accounts). You'll also assist companies with all aspects of their preparation of the tax provision. In addition, you'll also have the opportunity review of the tax provision process to improve efficiency and accuracy and enhance the control environment and assessing tax risk and control environments inclusive of and beyond the boundaries of Sarbanes-Oxley Section 404.
Skills and attributes for success
Tax Accounting Projects and Consulting
Tax Provision Preparation/Review ' assist companies with all aspects of their preparation of the tax provision
Process and Controls Enhancement
Key Risks Identification, Prioritization, Monitoring and Remediation
To qualify for the role you must have
A bachelor's degree in a related field, supported by significant tax or legal experience; MST, MAcc, or JD/LLM preferred
Valid US Certified Public Accountant (CPA) license or active state bar membership
Minimum of 10 years of work experience in professional services, tax organization, law firm, or IRS
Broad understanding and experience with federal income taxation
Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
Ideally, you'll also have
Strong ASC 740 and/or IAS 12 experience as well as experience in corporate tax planning and compliance; Relevant tax experience or equivalent experience in business or industry with a broad exposure to federal income taxation
What we look for We seek candidates with strong tax and tax accounting knowledge, the ability to team with and motivate others, the skills to manage large engagements and build meaningful relationships with clients and colleagues.
What we offer you
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
The salary range for this job in all geographic locations in the US is $120/hr to $150/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.
Manager Patient Management
Risk manager job in Buffalo, NY
**Responsible for coordination of care at designated site, inclusive of care path facilitation, data collection and application of criteria to identify and manage general and high-risk patients. Facilitates interventions, staff assignments and coordination issues utilizing system wide criteria as tools. Must possess working knowledge of Inpatient / payer / community case management, inpatient, outpatient, and the home health continuum, as well as managed care utilization management and coordination of care. Incumbent must maintain their knowledge of leading practices in case management, transition planning to post-acute setting, population health, clinical care and payor requirements. Incumbent must maintain a working knowledge of the concepts associated with Performance Improvement.**
**Education And Credentials**
**Bachelor's degree of Science in Nursing required. Master's degree in nursing or health related profession (i.e. social work) preferred. Registered nurse license required. Case management certification preferred.**
**Experience**
**3-5 years in Utilization, Discharge Planning, and Case Management, preferably in an acute hospital setting required. Previous experience in applying utilization and care management principles is required. Master's degree and/ or Case Management Certification preferred. Advanced communication and inter-personnel skills preferred. Excellent judgement and assessment skills preferred. 2-4 years of experience having direct reports is preferred.**
**Working Conditions**
**Job Details**
Department: OCH Patient Management
Standard Hours Bi-Weekly: 75.00
Weekend/Holiday Requirement: No
On Call Required: Yes
**With Rotation:**
**Scheduled Work Hours:** 8a-4p
**Work Arrangement:** Onsite
**Union Code:** N00 - Non Union KH
Requisition ID#: 13588
**Grade:** EX216
**Pay Frequency:** Bi-Weekly
**Salary Range:** $90,421.50 - $124,332.00
*Wage will be determined based on factors such as candidate's experience, qualifications, internal equity, and any applicable collective bargaining agreement.
_Kaleida Health's mission is to advance the health of our community, and we believe our diversity, equity, and inclusion (DEI) strategic work is mission- critical for the good of our workforce and the community who need and depend on our care and services. We understand that racism and health inequities stand firmly in the way of advancing the health of our community, and Kaleida Health envisions DEI as the pursuit of equity and restorative justice for every person. We will exemplify courage and accountability through both the professing and practice of our core values for our friends, colleagues, and community. Kaleida Health is committed to creating a culture of equity and inclusion where diversity is valued and celebrated!_
**Position** Manager Patient Management
**Location** US:NY:Buffalo | Management | Full-Time
**Req ID** null
Equal Opportunity Employer
Kaleida Health is committed to diversity and believes our workforce is strengthened by the inclusion of and respect for our differences.
Kaleida Health is an equal opportunity and affirmative action employer. All qualified individuals are encouraged to apply and will receive consideration without regard to race, color, religion, sex, national origin, citizenship status, creed, gender, gender identity or expression, sexual orientation, disability, veteran status or any other factor which cannot lawfully be used as a basis for an employment decision.
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for or perform your job.
Audit Manager
Risk manager job in Amherst, NY
Are you a skilled and detail-oriented audit professional looking to advance your career in a supportive environment? This Audit Manager position, paying $100,000-$120,000 per year, depending on experience, is an excellent opportunity to lead a team in delivering essential audit services. If you are looking to make a significant impact in ensuring compliance and accuracy, then this is the perfect opportunity for you!
As an Audit Manager, you will play a critical role in planning, coordinating, and executing audits for a diverse client base. You'll oversee all aspects of the audit process, from risk assessment and planning to review and final reporting, while mentoring junior team members. The ideal candidate has a strong understanding of audit principles and best practices, outstanding analytical skills, and a commitment to quality and integrity in their work. Join this dedicated team and help clients achieve transparency and success through reliable audit practices. Apply today if you're ready to bring your expertise and lead a team to excellence!
This is an on-site, in-person position located in Western New York.
Responsibilities:
Manage all stages of client audits, including planning, fieldwork, and reporting.
Oversee and review the work of audit staff to ensure quality, accuracy, and compliance with regulatory standards.
Perform risk assessments to develop effective audit plans.
Communicate audit findings and insights to clients, providing recommendations to improve internal controls.
Collaborate with clients to understand their operations and financial systems, helping them enhance efficiency and compliance.
Maintain up-to-date knowledge of auditing standards, regulations, and industry trends.
Foster a positive team environment, mentoring junior staff and supporting their professional growth.
Required Qualifications:
4+ years of audit experience, with demonstrated success in managing audit projects.
Strong knowledge of audit and accounting standards.
Excellent communication and interpersonal skills for client interaction and team collaboration.
Ability to work effectively both independently and as part of a team.
Education:
Bachelor's degree in Accounting, Finance, or a related field.
CPA license or active progress toward CPA certification.
Benefits:
Health, dental, and vision insurance
Company-matched 401(k) plan
Paid vacation, sick days, and holidays
Flexible work schedules, including a 4-day work week option in the summer
Additional voluntary benefits, including accident, critical illness, disability, and life insurance
The advertised pay range represents what we believe at the time of this job posting, that our client would be willing to pay for this position. Only in special circumstances, where a candidate has education, training, or experience that far exceeds the requirements for the position, would we consider paying higher than the stated range.
First time working with a
Recruiter
? No problem! We make the process as smooth and straightforward as possible. Communication is key - to get started, all we need from you is an updated resume and some time to chat. Our team will get to know and your future career goals. Throughout the process, we will provide resume feedback, schedule and prepare you for interviews, provide client feedback, and coach you through the offer stage.
StaffBuffalo
is an Equal Opportunity Employer and does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, gender, gender identity or expression, marital status, physical or mental disability, military status, or unfavorable discharge from military service.
Accounting Manager
Risk manager job in Amherst, NY
The flagship of the Commonwealth, the University of Massachusetts Amherst is a nationally ranked public land-grant research university that seeks to expand educational access, fuel innovation and creativity, and share and use its knowledge for the common good. Founded in 1863, UMass Amherst sits on nearly 1,450-acres in scenic Western Massachusetts and boasts state-of-the-art facilities for teaching, research, scholarship, and creative activity. The institution advances a diverse, equitable, and inclusive community where everyone feels connected and valued-and thrives, and offers a full range of undergraduate, graduate and professional degrees across 10 schools and colleges, and 100 undergraduate majors. We believe every member of our university community can contribute to our ongoing success by striving for the highest level of excellence as we seek breakthrough solutions to mounting environmental, social, economic, and technological challenges in our world.
Job Summary
Under the direction of the Assistant Director for Budget and Finance, the Accounting Manager ensures accurate financial reporting, manages accounting operations, and promotes financial integrity within Student Affairs and Campus Life (SACL). This position provides insightful financial analysis that supports strategic decision-making and offers the opportunity to make a significant impact on the financial health of student organizations.
Essential Functions
Manages the day-to-day accounting functions, and financial reporting, including the preparation of monthly and quarterly statements, ensuring compliance with applicable regulations and standards.
Participates in annual budget and forecasting process by analyzing confidential personnel information and revenue and expense trends. Understands and applies University fringe and indirect cost rates with the goal of creating an informed financial projection for the next fiscal year.
Implements accounting policies and procedures to ensure compliance with regulatory requirements and best practices. Oversees systems for financial transactions, like on-line sales and dues collection for student groups.
Performs monthly reconciliation of financial accounts by analyzing reports from various accounting systems and underlying documents.
Conducts financial analysis to identify trends, variances, and opportunities for improving financial performance.
Recruits, hires, trains, and provides high quality supervision to assigned staff.
Assists principal investigators (PI) in post-award management of grants. This includes reading and becoming familiar with grant financial terms, determining project expenditures and revising spending plans.
Manages access permissions to accounting systems (including Summit, Buyways, etc.) for all SACL divisional employees. Performs an annual review of access granted SACL employees. Oversees Chartfield maintenance for SACL. Ensures accuracy of managers responsible for Chartfields and management of current organizational unit files (OU). Requests and inactivates Chartfield strings in consultation with Assistant Director and Director of Finance and Budget.
Advises Established Student Organizations (ESO's) on best practices and University policies and systems for maintaining budgets, monitoring account statements and transactions, maintaining group ledgers and other records. Collaborates with SATF Advisor to develop policies and procedures that facilitate ESO operations, planning and performance. Offers assistance or training as needed.
Collaborates with Finance Matrix team members to update the SharePoint site. This web presence is a resource for internal SACL employees to understand financial processes that must be kept up to date when processes change.
Other Functions
Performs related duties as assigned or required. Understands responsibilities with respect to Title IX, Clery and other compliance requirements.
Demonstrates capacity, skill, and willingness to engage students and contribute to student success.
Understands responsibilities with respect to conflicts of interest and behaves in ways consistent both with law and with university policy.
Contributes toward creating a positive and respectful workplace. Uses access to sensitive and/or not yet public university related information only in the performance of the responsibilities of position and exercises care to prevent unnecessary disclosure to others.
Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure)
Bachelor's degree.
Five (5) years of accounting experience, with at least two (2) years in a supervisory role.
Strong knowledge of Generally Accepted Accounting Principles (GAAP), financial reporting, and regulatory compliance requirements.
Proficiency in accounting software and Microsoft Office Suite, particularly Excel for financial modeling and analysis.
Excellent analytical skills with keen attention to detail and accuracy in financial reporting.
Strong leadership qualities with effective communication and interpersonal skills to collaborate with multiple stakeholders. This includes a willingness to engage students and prioritize student success while working collaboratively with other stakeholders.
Ability to manage multiple projects and meet deadlines in a fast-paced academic environment.
Preferred Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure)
Experience in higher education or a similar industry.
Physical Demands/Working Conditions
Typical office environment.
Work Schedule
Monday - Friday, 8:30am - 5:00pm.
Salary Information
Level 27
PSU Hiring Ranges
Special Instructions to Applicants
Upload your resume, along with your completed application. Our team will check references at the final stage of the interview process. Please be prepared to provide contact information for at least three (3) professional references. This position will remain open until filled or the advertised closing date, whichever occurs first. Early submissions are recommended.
The University of Massachusetts Amherst welcomes all qualified applicants and complies with all state and federal anti-discrimination laws.
Tax Manager
Risk manager job in Buffalo, NY
Allient Inc. is in growth mode and currently seeking a Tax Manager to join our team at our Corporate Headquarters located in Buffalo, New York! The Tax Manager is responsible for assisting our third-party outsourcing partner in the preparation and review of federal, state, and local tax returns, as well as supporting the organization in compliance, reporting, and planning matters. This role requires strong analytical skills, attention to detail, and the ability to work under the guidance of our outsourcing partner to ensure accurate and timely filing and reporting in compliance with applicable laws and regulations. Apply now!
Responsibilities:
Assist in the filing of federal, state, and local income tax returns for corporations and other entities, as needed.
Assist and facilitate the timely filing of quarterly estimated tax payments.
Assist with quarterly and annual tax provision calculations (ASC 740), including deferred tax analysis and reconciliations.
Conduct research on tax laws and regulations and summarize findings to support tax positions.
Assist with tax audits and respond to inquiries from tax authorities under supervision.
Maintain and organize tax records and documentation in accordance with company policies and regulatory requirements.
Support the implementation of process improvements and automation of tax workflows.
Collaborate with cross-functional teams including finance, accounting, and legal to ensure tax compliance and planning alignment.
Monitor changes in tax legislation and assess the potential impact on the organization.
Assist and support the preparation of the R&D tax credit and other tax credits the company may take advantage as applicable
Minimum Qualifications:
Bachelor's degree in Accounting, Finance, or a related field.
CPA designation or progress toward CPA is preferred.
5 years of relevant tax experience (public accounting or corporate tax environment).
Strong understanding of tax concepts and U.S. GAAP accounting principles.
Proficiency in Microsoft Excel and familiarity with tax preparation software (e.g., GoSystem, Onesource, CCH Axcess)
Apply now!
*To learn more about Allient, visit our website at ***************
*Allient Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Auto-ApplyBusiness Relationship Manager I- Officer
Risk manager job in Buffalo, NY
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field or equivalent work experience
Strong current business network
Auto-ApplyManager-Financial Planning & Analysis
Risk manager job in Buffalo, NY
FIND YOUR FUTURE We're excited about the potential people bring to our organization. You can grow your career here while enjoying first-class perks, benefits and a culture that fosters growth, innovation and collaboration. The Manager-Financial Planning and Analysis shall assist in the development and management of the budgeting and forecasting processes, the development of accurate financial projections and assisting in the creation of long-term strategic plans to support the company's income and growth objectives. Duties shall include conducting financial analysis, modeling, forecasting, and the preparation of monthly management reporting to ensure efficient financial operations. They will provide financial and strategic decision support to senior management analyzing financial data and operational trends to identify opportunities and risks and make recommendations. Additionally, they will identify areas for further research based on analysis of historical data, market trends, leading indicators, and business statistics.
The Manager-Financial Planning and Analysis will build collaborative working relationships with business leaders and other partners in support of key priorities and objectives to ensure a thorough and well-informed forecast process. They will demonstrate resourceful and collaborative expertise that results in favorable outcomes and helps to differentiate Independent Health as a leader in providing affordable high-quality health benefit solutions.
Qualifications
* Bachelor's degree in finance, accounting or a related field is required. MBA or CPA preferred. An additional four (4) years of experience will be considered in lieu of a degree.
* Five (5) years of experience in financial planning and analysis, process management, and relevant project leadership required.
* Two (2) years of management experience required.
* Comprehensive knowledge of financial statement analysis, forecasting, and KPI reporting.
* Experience in health insurance forecasting and management reporting preferred.
* Knowledge of GAAP accounting.
* Strong analytical and problem-solving skills to prepare and analyze complex financial data.
* Ability to interpret and summarize results of variance analysis in a meaningful way.
* Understanding of utilizing financial models and leveraging data from reporting to drive financial results.
* Proficiency in financial software and systems, including ERP, financial modeling, and reporting tools. Workday Financials/OfficeConnect experience preferred.
* Strong interpersonal and communication skills and the ability to work effectively with a wide range of associates across multiple business areas.
* Proven examples of displaying the IH values: Passionate, Caring, Respectful, Trustworthy, Collaborative and Accountable.
Essential Accountabilities
Management/Leadership
* Recruit, develop, and mentor a high-performing FP&A team and foster a culture of collaboration, accountability, and continuous learning.
* Oversee the finance business partner team which will include engaging with internal customers to analyze, design, and implement financial solutions that will give them the information and knowledge required to make timely and sound financial decisions.
* Promote a collaborative working environment, building strong relationships with cross-functional teams and promoting effective communication across the organization.
Strategic Planning and Budgeting
* Support the annual strategic planning and budgeting process, collaborating with product owners and department heads to align financial objectives with overall corporate goals.
* Work closely with executive leadership, to prepare and review all budget information for approval by the Board of Directors.
* Align and prioritize initiatives to the annual operating and strategic plans and perform forecasting to provide visibility into business results to enable business decisions.
* Partner with cross-functional teams to develop and refine strategic initiatives as well as evaluate business opportunities and investments.
Analysis and Reporting
* Develop and maintain robust financial models to support strategic decision-making, including long-range planning, annual budgeting, and quarterly forecasting.
* Analyze financial and operational data to identify and explain variances, trends, opportunities, and risks, providing insights to senior leadership to drive actionable outcomes.
* Lead the preparation of comprehensive monthly management reports and presentations for executive management.
* Prepare ad-hoc executive analysis and reporting as required, summarizing key points of interest in support of the organization's financial objectives.
* Conduct scenario analysis and sensitivity testing to assess the potential impact of various strategic decisions on financial performance.
* Work with business to establish key performance indicators (KPIs) and metrics to monitor business performance, tracking actual results against budget and forecast.
Immigration or work visa sponsorship will not be provided for this position
Hiring Compensation Range: $110,000 - $125,000 annually
Compensation may vary based on factors including but not limited to skills, education, location and experience.
In addition to base compensation, associates may be eligible for a scorecard incentive, full range of benefits and generous paid time off. The base salary range is subject to change and may be modified in the future.
As an Equal Opportunity / Affirmative Action Employer, Independent Health and its affiliates will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship and immigration status, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. Click here for additional EEO/AAP or Reasonable Accommodation information.
Current Associates must apply internally via the Job Hub app.
Auto-ApplyManager of Accounting
Risk manager job in Clarence, NY
Job DescriptionJob ProfileJob Title: Manager of AccountingLocation: Clarence, NYHire Type: Direct Hire Pay Range: $97-143k base plus bonus Work Model: Hybrid/flexible Work Shift: Monday-Friday 8am-4:30pmRecruiter Contact: Sean Pebbles I spebbles@imaginestaffing.net I 716-256-1259 Nature & Scope:Positional OverviewAre you a skilled Accounting Leader looking to take the next step in your career? Our client is seeking a dedicated Manager of Accounting to join their team in a direct hire role where your experience and attention to detail will make a real impact. This position will be part of the Global Accounting & Control's accounting team with primary responsibility over a set of accounting activities to ensure compliance with generally accepted accounting principles, internal controls, corporate policies, and internal/external audits. This person will have responsibility over accounting matters relevant to the monthly general ledger account closing and preparation of internal/external reports in support of the Company's internal/external financial statements. The ideal candidate possesses leadership capabilities, solid operational and technical accounting background and works proactively to drive results. This person is a self-starter, flexible, has a high level of integrity and is action and goal-oriented in a fast-paced, team-oriented, collaborative environment.Role & Responsibility:Tasks That Will Lead To Your Success
Adheres to company Values and all safety, environmental, security and quality requirements including, but not limited to: Quality Management Systems (QMS), Safety, Environmental and Security Management Systems, U.S. Food and Drug Administration (FDA) regulations, company policies and operating procedures, and other regulatory requirements.
Performs procedures to ensure the revenue cycle is in full compliance with SOX requirements.
Develops and implements policies and procedures for revenue and revenue related transactions to ensure appropriate application of U.S. GAAP and completeness and accuracy of financial information.
Reviews and analyzes all contracts with customers to ensure appropriate application of U.S. GAAP, specifically ASC 606.
Manages and oversees the daily responsibilities of assigned staff members, including, but not limited to, analysis of engineering revenue transactions, calculation of rebates and other price concessions, calculation of royalty payments, performance of cut-off procedures, and recognition of over time production revenue.
Reviews and approves relevant calculations, journal entries, and general ledger account reconciliations for accuracy and completeness and timely completion within established monthly period-end close deadlines.
Collaborates with Customer Success, Financial Planning & Analysis, Commercial Finance, Legal, Sales and other finance and business leaders on unique revenue transactions.
Provides guidance on Company's negotiations with customers related to revenue-generating contracts.
Reviews calculations impacting revenue related financial statement line items prepared by Commercial Finance or other finance functions.
Prepares and presents revenue and revenue related internal reports on a periodic basis to senior finance and accounting leadership.
Reviews revenue and revenue-related disclosures for the Company's SEC filings.
Researches and analyzes general ledger accounts to provide answers to accounting related inquiries.
Remains current on recent changes in technical accounting guidance affecting revenue and provides training and guidance to team members and others, as well as implements changes to existing policies and procedures, as needed.
Leads revenue related integration efforts for new mergers or acquisitions, including gaining an understanding of the acquiree's revenue policies, procedures and transactions, identifying differences with company policies and procedures and developing and implementing necessarily integration plans to align the acquiree with company standard procedures and policies, all within internal and external deadlines.
Reviews source documents as required to make appropriate accounting determinations.
Prepares and reviews various accounting reports, schedules and analyses which support business decisions.
Adheres to and ensures compliance of all internal and external financial reporting deadlines for self and team.
Demonstrates creation of a collaborative group environment of continuous improvement and achievement of best practices.
Hires, trains, disciplines, and appraises performance of direct reports, including completion and communication of annual performance evaluations, bonus and merit.
Approves Associate PTO requests to ensure adequate staffing.
Provides guidance and recommendations and actively participates in implementation of new technologies impacting revenue and revenue related transactions.
Performs other duties as required.
Skills & ExperienceQualifications That Will Help You Thrive
Minimum Education: Bachelor's Degree in Accounting or Finance. CPA preferred.
Minimum Experience:
4+ years experience in public accounting or 7+ years accounting experience required
2+ years leadership experience preferred
Technical accounting experience strongly preferred
Experience in a large ERP manufacturing environment strongly preferred
Experience in a multi-national manufacturing organization strongly preferred
Knowledge & Skills:
Special Skills:
Strong leadership, communication (verbal/written), and interpersonal, skills a must
Ability to work collaboratively and communicate technical accounting standards across different organizational levels, including Senior Management
Strong planning, organizational, project management, process improvement, and analytical skills
Demonstrated ability to work and draw conclusions independently within rigid deadlines is essential
Management of self's and team's multiple competing tasks, demands, and priorities in a fast-paced working environment is essential.
Experience effectively managing and leading a team in a virtual environment and with business partners across multiple functions and geographic regions.
Specialized Knowledge:
Strong working knowledge of SOX, U.S. GAAP, and related financial statement preparation
Experience with manufacturing ERP systems is required; Oracle and Hyperion experience preferred
Deep knowledge of Microsoft applications, including MS Office, Power BI & MS Teams preferred