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  • Senior Manager, Asset Management - Federal Tax

    KPMG 4.8company rating

    Risk manager job in Rochester, NY

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients Manage teams of tax professionals and assistants working on client projects Advise clients and be accountable for delivering high quality tax service and advice Participate in and contribute to market and business activities external to the firm Additional responsibilities for Senior Manager: * Manage risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list Prior experience with pass-through entities and partnerships Experience managing multiple client engagements and client service teams Additional qualifications for Senior Manager: * Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $135700 - $273400 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $75k-101k yearly est. 7d ago
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  • Risk Manager/Senior Negotiator - State, Local & Higher Education

    Deloitte 4.7company rating

    Risk manager job in Rochester, NY

    The Government & Public Services (GPS) Risk Management Team is currently seeking a full-time dedicated Senior Risk Manager/Senior Negotiator who has experience in supporting deal and contract structuring, drafting customized contractual provisions and deal and project delivery risk review, negotiations, operations, and operational aspects of professional services contracts. Recruiting for this role ends on January 31, 2026. Work You'll Do The GPS State, Local & Higher Education (SLHE) Risk Manager/Senior Negotiator will be responsible for supporting Deloitte Consulting's GPS practice from a contracting and negotiation perspective, covering the full life cycle of an engagement. The role provides the organization with a focal point for business risk and contract negotiations, from analysis to mitigation recommendations to leadership.Additional responsibilities are as follows: Deal Desk Support, Contracting and Negotiations + Assist with deal desk and contract review activities and support our sales team with deal and contract structuring, RFI/RFP/Proposals, and contract review, drafting custom provisions and negotiations + Intersect with various functions including sales, legal, finance and delivery to act as a strategic advisor to help manage deal flow and to optimize sales and contracting cycles + Work closely with deal teams and legal in reviewing and negotiating agreements, such as master agreements, confidentiality agreements and teaming agreements + Own risk consultation and contracting review of scope of work/SOW documents + Provide guidance on contracting and negotiation strategies and ensure cross-functional alignment through contracting life-cycles + Ensure contracting requirements are met and handled in a manner that is consistent with the Firm's policies, requirements, and good business practices Ongoing and Post Execution Risk Management and Contracting Support + Assist with ongoing contracting, risk management and mitigation support for ongoing contracting requirements - SOWs, Change Orders, amendments, and renewals + Facilitate continued compliance with contractually required policies and processes and with the Firm's internal policies + Continue to collaborate with different functions to socialize agreement/contractual requirements and business terms + Work actively with account leadership and quality team to identify and help mitigate post-signature delivery and engagement risks Knowledge Management and Training Support + Maintain knowledge of core professional services (IT, Managed Services, Outsourcing) and product offerings to continue supporting contracting and risk matters in a fast paced constantly changing environment + Work independently to manage contractual matters and risks and be the trusted advisor on multiple accounts + Provide mentoring and training to Risk Management colleagues and to a broader audience to enhance knowledge of and compliance with firm's policies, templates and processes + Proactively pursue, assess and, where appropriate, advance firm's initiatives including in the areas of software, cloud, data analytics, operate services and privacy & security + Support strategic initiatives pertaining to development/updating of processes, tools, and templates to improve overall risk management and contracting practices and to help drive adoption of such processes, tools, and templates Qualifications: Required: + 10+ years of direct contract negotiation for technology services (i.e., technology delivery and implementation services) + Experience with managing the negotiation, delivery, and risk assessments of large professional services and product contracts + Experience in working with client delivery teams; preferably in State, Local, or Higher Education + Experience with complex contract negotiation and working high stakes multi-million-dollar engagements + Knowledge of professional services contracting lifecycle with an emphasis on technology services + Bachelor's Degree + Ability to travel up to 10-25%, on average, based on the work that you do and the clients and industries/sectors you serve + Must be legally authorized to work in the United States without need for employer sponsorship, now or at any time in the future Preferred: + Juris Doctor (JD) Degree preferred The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $176,000 to $322,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: ************************************************************************************************************ All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
    $105k-148k yearly est. 51d ago
  • Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-Insurance-Manager

    EY 4.7company rating

    Risk manager job in Rochester, 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 ************************** .
    $90-120 hourly 60d+ ago
  • Risk Officer

    15 Ms Investment Mgmt

    Risk manager job in Rochester, NY

    The Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions. In conjunction with the Senior Risk Officer, the 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. Then the Risk Officer keeps the Senior Risk Officer informed of significant matters. The Risk Officer role is a non-revenue sharing position that reports to the Senior Risk Officer. DUTIES and RESPONSIBILITIES: Surveillance and Supervision Primary responsibility for all risk, supervisory, and compliance function for respective branch location(s) Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer and/or the Regional Risk Officer Focuses on business ethics and regulatory and compliance practices Provides coaching and guidance on policies and procedures in order to promote risk awareness and a compliant environment Ensure proper procedures are in place to ensure that approvals are handled appropriately and timely Risk Management/Compliance/Legal Monitors and implements procedures to manage all facets of risk, including data security Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations Liaises with the Legal and Compliance Division with customer complaints and litigation Together with the Market Manager and Senior Risk Officer, ensures appropriate supervisory coverage is maintained at all times Oversees responsibilities outlined in the Branch Supervisory Manual, as well as new policies to ensure the Market has procedures in place Supports in the preparation for and response to audits, and ensures that any audit findings are appropriately responded to and remediated Works with Market Manager and Senior Risk Officer to monitor people risk, and ensures appropriate action is taken Responsible for proactive client contact in determining suitability and managing risk Active involvement with the region regarding matters presented to the Credit Committee Primary source for intelligence on risk in regard to clients and FAs Administrative Works closely with Special Investigation Unit on any Human Resources issues as related to risk and compliance. Together with the Senior Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. Assists in the review and on boarding of FA recruits Qualifications - External Education and/or Experience Bachelor's degree required or equivalent education or 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 Knowledge/Skills Knowledge of SEC, FINRA and Firm Compliance Policies and Procedures Effective written and verbal communication skills Strong attention to detail 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 Evidence of strong leadership capabilities or previous supervisory experience Ability to organize and prioritize workflow 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 work ethic Reports to: Senior Risk Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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).
    $120k-160k yearly Auto-Apply 11d ago
  • Risk Officer

    Morgan Stanley 4.6company rating

    Risk manager job in Rochester, NY

    The Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions. In conjunction with the Senior Risk Officer, the 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. Then the Risk Officer keeps the Senior Risk Officer informed of significant matters. The Risk Officer role is a non-revenue sharing position that reports to the Senior Risk Officer. DUTIES and RESPONSIBILITIES: Surveillance and Supervision Primary responsibility for all risk, supervisory, and compliance function for respective branch location(s) Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer and/or the Regional Risk Officer Focuses on business ethics and regulatory and compliance practices Provides coaching and guidance on policies and procedures in order to promote risk awareness and a compliant environment Ensure proper procedures are in place to ensure that approvals are handled appropriately and timely Risk Management/Compliance/Legal Monitors and implements procedures to manage all facets of risk, including data security Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations Liaises with the Legal and Compliance Division with customer complaints and litigation Together with the Market Manager and Senior Risk Officer, ensures appropriate supervisory coverage is maintained at all times Oversees responsibilities outlined in the Branch Supervisory Manual, as well as new policies to ensure the Market has procedures in place Supports in the preparation for and response to audits, and ensures that any audit findings are appropriately responded to and remediated Works with Market Manager and Senior Risk Officer to monitor people risk, and ensures appropriate action is taken Responsible for proactive client contact in determining suitability and managing risk Active involvement with the region regarding matters presented to the Credit Committee Primary source for intelligence on risk in regard to clients and FAs Administrative Works closely with Special Investigation Unit on any Human Resources issues as related to risk and compliance. Together with the Senior Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. Assists in the review and on boarding of FA recruits Qualifications - External Education and/or Experience Bachelor's degree required or equivalent education or 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 Knowledge/Skills Knowledge of SEC, FINRA and Firm Compliance Policies and Procedures Effective written and verbal communication skills Strong attention to detail 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 Evidence of strong leadership capabilities or previous supervisory experience Ability to organize and prioritize workflow 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 work ethic Reports to: Senior Risk Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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).
    $120k-160k yearly Auto-Apply 11d ago
  • Manager, Audit & Risk Management

    Trillium Health Inc. 3.6company rating

    Risk manager job in Rochester, NY

    Job Title: Manager, Audit & Risk ManagementDepartment: CompliancePosition type: Full TimeFLSA: ExemptReports to: Director, Compliance, Privacy & RiskDirect reports: Yes Job Summary Join a mission‑driven team that values innovation, collaboration, and continuous development. The Manager, Audit & Risk Management supports the Director of Compliance in overseeing organizational compliance, risk, and audit functions. Core responsibilities include coordinating quarterly risk assessments, preparing leadership and Board reports, overseeing internal audits and incident tracking, facilitating vendor management and contract oversight, assisting with policy development and compliance training, and supporting site visit preparation to ensure regulatory adherence and organizational integrity. Duties/Responsibilities Support the quarterly Compliance & Risk Management Committee meeting. Collect and analyze data from internal audits, incident reports, and other sources to inform risk identification and prioritization. Prepare and present quarterly risk management reports and a final year‑end report to the Board covering completed activities, performance status, and proposed risk activities for the upcoming year. Coordinate quarterly risk assessments with stakeholders. Assist with completion of the Office of the Medicaid Inspector General (OMIG) annual organizational compliance assessment. Develop internal audit and risk management work plans and ensure execution. Compile and report audit and risk management findings to supervisors, program staff, funders, and committees as required. Stay current with state and federal regulations related to hospitals and patient care safety; review and evaluate policies and procedures; recommend revisions and draft new policies as needed. Act as the primary facilitator of the Vendor Management & Oversight program. Oversee contracts, leases, service agreements, MOUs, Business Associate Agreements, and other agreements in the contracts management system. Ensure vendors receive required annual training and manage dissemination and collection of required attestations. Ensure compliance‑related trainings are reviewed and updated annually. Coordinate with People Operations to ensure staff complete required training tied to compliance standards, risk management, and audit findings. Assist the Director of Compliance with training preparation and presentations as needed. Maintain the Compliance & Risk Management Training Workplans. Develop and maintain policies and procedures for audits and routine data checks. Receive incident reports; disseminate and track to appropriate staff for follow‑up and resolution. Prepare quarterly incident reports for the Compliance & Risk Management Committee (locations, types, root causes). Review and track incident reports in accordance with Article 28 regulations. Provide quarterly summaries to the Executive Leadership Team, Compliance & Risk Management Committee, and the Quality Committee. Assist with external audits, including HRSA FQHC operational site visit preparation and follow‑up. Coordinate pre‑visit audits and communicate requirements to staff; provide support during monitoring visits. Monitor timeliness and follow‑up plans for required responses after findings and plans of correction are identified. Provide backup for grant/funder site visit meetings to document areas of improvement. Perform other duties as assigned. Required Skills/Abilities Proficiency with Microsoft Office; experience in database management and systems development desired. Strong understanding of quality improvement (QI) processes, tools, and techniques; quality measurement and reporting; root cause analysis; preventive risk management strategies; accrediting bodies' standards; and state and federal regulations. Knowledge of risk information management systems (RIMS). Ability to function effectively, independently, and efficiently in a stressful, dynamic environment. Education and Experience Bachelor's degree preferred; master's preparation and risk management certification highly desirable. Minimum 5 years of experience in quality/risk management. 3-5 years supervisory/leadership experience. Clinical background desirable. Physical Requirements Stand, sit, walk, use hands to finger, handle, or feel; reach with hands and arms; talk and hear. Occasionally stoop, bend, and lift or move up to 25 lbs. Specific vision abilities include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus. Equal Employment Opportunity Trillium Health promotes Equal Employment Opportunity for all, respecting diverse backgrounds, cultures, ages, experiences, and opinions. Employees must meet department performance standards and participate in compliance audits, process improvement, and quality improvement plans.
    $61k-76k yearly est. Auto-Apply 4d ago
  • Senior Analyst, Credit Risk

    Broadstone Real Estate 4.2company rating

    Risk manager job in Victor, NY

    The Senior Analyst, Credit Risk will conduct in-depth financial analysis for Broadstone Net Lease. This position will support the timely and accurate production of detailed financial analysis and prepare financial reports, findings, and recommendations to inform decision making. The ideal candidate will be experienced in financial statement analysis and evaluation methods; have excellent writing, presentation, and interpersonal skills; be able to communicate and work well with internal colleagues and external tenants at all levels; and desire to advance ones and others knowledge through data analysis. This position reports to the Director, Credit Risk and can be based in Rochester, NY, Phoenix, AZ, or full-time remote (if located outside of Rochester or Phoenix). Essential Job Duties & Responsibilities: * Complete comprehensive analysis on prospective and existing tenants to identify trends, measure performance, assess financial strength, and identify potential risks * Compare financial statements of tenants being evaluated with those of similar establishments in the same industries and markets * Maintain financial reports that summarize the overall financial position of the tenant portfolio * Track industry trends and tenant news * Translate findings into clear, concise written and verbal presentations and make recommendations to the Director, Credit Risk and senior management regarding investment opportunities * Assist the Director, Credit Risk in preparing applicable portfolio credit information to be included in various Board of Director and Investment/Portfolio Review Committee reporting * Perform sensitivity analysis to assess how variations in modeling assumptions impact the tenants financial performance * Responsible for calculating and reporting quarterly credit metrics including tenant risk ratings, aggregate investment grade percentage, site-level rent coverage ratios, and watchlist statistics * Build and maintain effective relationships with tenants and collaborate closely with internal finance, underwriting, acquisitions, and property management teams * Assist the Director, Credit Risk in quarterly portfolio monitoring, including site-level reporting and analysis of agency investment grade credit ratings * Continue to improve and develop tenant financial analysis tools, procedures, and reports * Travel to corporate headquarters located in Victor, NY for employee events and training as necessary * Executes duties and maintains standards in accordance with company policies and procedures * Additional duties as required * Overtime hours may be required as job duties demand Skills/Qualifications: * Strong financial analysis skills with an in-depth ability to read, evaluate, and understand internal and audited financial statements and SEC filings * Strong quantitative and qualitative analysis, data manipulation and due diligence skills, with the ability to apply data management skills to complex business situations * Knowledge of financial ratio analysis and GAAP accounting * Understanding of finance, real estate, and capital markets terms and concepts * Effective verbal and written communication skills with ability to effectively present data and findings * Strong attention to detail with a focus on quality and accuracy in a fast-paced environment * Experienced information gathering and information monitoring skills * Effective decision-making skills and an ability to perform under deadline pressure * Demonstrated ability to take ownership of assigned tasks and processes, with an ability to prioritize multiple projects and a commitment to meet strict deadlines * Proficiency in Microsoft Office applications including Word, PowerPoint, Outlook, and Excel * Strong collaborator with a proven ability to work across teams, functions, and levels of the organization Education/Experience: * Bachelors degree in finance, accounting or related field from a four-year accredited college or university required * 3-5+ years of finance/underwriting experience in a professional services environment * Experience with Moodys and/or S&P tools preferred * Formal credit training, commercial credit underwriting experience preferred * Experience working with Power BI a plus * Experience working with MRI commercial property management software a plus Environment and Physical Demands: * Professional office environment with routine use of standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machine; noise level typical of a standard office environment * Prolonged sitting, computer and telephone use, as well as standing, filing, stooping, bending, reaching and lifting, and carrying up to 15 pounds * Ability to travel by plane, train, and automobile and operate a motor vehicle The above description is not intended to define, in detail, the multitude of tasks that may be assigned, but rather to provide a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the functions of this position.
    $99k-138k yearly est. 14d ago
  • Director of Enterprise Risk Management

    Five Star Bank 3.9company rating

    Risk manager job in Rochester, 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.
    $116k-139k yearly est. 60d+ ago
  • RISK MANAGEMENT SPECIALIST

    Anthony L. Jordan Health Corporation 3.7company rating

    Risk manager job in Rochester, NY

    Job DescriptionDescription: The health services that became the Anthony L Jordan Health Corporation (Jordan Health) began more than 100 years ago, in 1904. As one of the first 5 Federally Qualified Health Centers (FQHC) established in the nation, its roots are steeped in service to those who face barriers to health and health care, meeting their need for comprehensive medical, dentistry, behavioral health, and community services. Starting in northeast Rochester, NY, Jordan Health has since expanded to become a network of primary care offices and health centers serving residents living in three quadrants of Rochester, NY and in Canandaigua, N.Y. Jordan Health is now seeking a Risk Management Specialist who, under the guidance of the Chief Compliance & Risk Officer, is primarily responsible for managing the complex and multifaceted nature of risk within the Jordan Health Centers, by centralizing oversight and coordination of risk management activities. Support patient and staff safety by leading the identification, assessment, and mitigation of risk. Provides expertise, guidance, and support to ensure that proactive measures are in place to safeguard both patient and staff, while also fostering a culture of continuous improvement. If you want to apply your specialized experience and education in an environment where you can make a difference and significantly impact patients' quality of life, please consider our Risk Management Specialist opportunity. Requirements: The Risk Management Specialist will ensure: · Risk identification and incident management · Proactive risk reduction and claims prevention · To manage and encourage ongoing education of Jordan Health staff · Jordan Health is in full compliance with applicable federal and state regulations and standards Education And Experience Required: · Bachelor's degree in Health Care Sciences i.e. Healthcare Administration, Nursing (BSN), Public Health or Business Administration. · Minimum 1 year of experience in a healthcare setting, with responsibilities involving risk management, patient safety, quality improvement or compliance and regulatory affairs. Licenses And Certifications: · None Required. Special Skills, Knowledge Required: · In-depth understanding of risk identification, analysis, mitigation, and reporting, specifically within clinical environments. · Familiarity with healthcare regulations and standards, including HRSA, FTCA, HIPAA, OSHA, CMS, and The Joint Commission. · Knowledgeable in managing adverse events, near-misses, and unsafe conditions. Benefits: Jordan Health offers a competitive salary and full benefits offering including medical, dental, vision, life insurance, and 403b retirement plan. We offer Professional Development allowance. Jordan Health offers equal opportunities to all persons without regard to race, color religion, age, sex, disability, national origin, ancestry, citizenship, military or veteran status, marital status, sexual orientation, domestic violence victim status, predisposing genetic characteristics or genetic information, or any other status protected by law. About Jordan Health: Jordan Health is an independent FQHC, with Level III Patient-Centered Medical Home (PCMH) designation through the National Committee on Quality Assurance. Jordan Health receives funding from the Health Resources and Services Administration (HRSA) of the U.S. Department of Health and Human Services. Jordan Health is a network of outpatient primary care offices with providers who follow a panel of patients. While independent, Jordan Health actively collaborates with the major hospital and healthcare systems in our operating area to provide a total safety net of healthcare services.
    $64k-102k yearly est. 23d ago
  • FY26 US Seasonal Tax-Financial Services Organization-Wealth and Asset Management Manager

    About EY-Parthenon

    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. Seasonal Tax Manager - Wealth and Asset Management Partnership - *Remote* - GCR FSO EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! The opportunity EY is currently seeking experienced seasonal tax professionals. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. Your key responsibilities As a seasonal tax manager your main priority will be providing reviews of tax returns for partnerships, while staying connected with the members of your team. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required. Skills and attributes for success A strategic eye toward prioritizing when working on multiple complex projects Influencing skills, and the confidence and curiosity to question existing processes Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns Familiarity with taxable income allocations Experience with corporate tax extension requests for corporate tax returns The ability to produce technical writing and research in a tax context Comfort with working remotely in a virtual team environment To qualify for this role you must have Valid US Certified Public Accountant (CPA) license or active state bar membership A bachelor's degree in Accounting, Finance, Business or a related discipline A minimum of 5 years of relevant investment or operating partnership tax compliance experience A proven record of excellence in a professional services or tax organization Knowledge in partnership tax technical and transactional skills Ideally, you'll also have A proven record of excellence in public accounting in a top or mid-tier firm Experience with hedge funds or private equity funds preferred What we look for We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.
    $90-120 hourly 37d ago
  • RISK MANAGEMENT SPECIALIST

    Jordan Health 3.8company rating

    Risk manager job in Rochester, NY

    The health services that became the Anthony L Jordan Health Corporation (Jordan Health) began more than 100 years ago, in 1904. As one of the first 5 Federally Qualified Health Centers (FQHC) established in the nation, its roots are steeped in service to those who face barriers to health and health care, meeting their need for comprehensive medical, dentistry, behavioral health, and community services. Starting in northeast Rochester, NY, Jordan Health has since expanded to become a network of primary care offices and health centers serving residents living in three quadrants of Rochester, NY and in Canandaigua, N.Y. Jordan Health is now seeking a Risk Management Specialist who, under the guidance of the Chief Compliance & Risk Officer, is primarily responsible for managing the complex and multifaceted nature of risk within the Jordan Health Centers, by centralizing oversight and coordination of risk management activities. Support patient and staff safety by leading the identification, assessment, and mitigation of risk. Provides expertise, guidance, and support to ensure that proactive measures are in place to safeguard both patient and staff, while also fostering a culture of continuous improvement. If you want to apply your specialized experience and education in an environment where you can make a difference and significantly impact patients' quality of life, please consider our Risk Management Specialist opportunity. Requirements The Risk Management Specialist will ensure: * Risk identification and incident management * Proactive risk reduction and claims prevention * To manage and encourage ongoing education of Jordan Health staff * Jordan Health is in full compliance with applicable federal and state regulations and standards Education And Experience Required: * Bachelor's degree in Health Care Sciences i.e. Healthcare Administration, Nursing (BSN), Public Health or Business Administration. * Minimum 1 year of experience in a healthcare setting, with responsibilities involving risk management, patient safety, quality improvement or compliance and regulatory affairs. Licenses And Certifications: * None Required. Special Skills, Knowledge Required: * In-depth understanding of risk identification, analysis, mitigation, and reporting, specifically within clinical environments. * Familiarity with healthcare regulations and standards, including HRSA, FTCA, HIPAA, OSHA, CMS, and The Joint Commission. * Knowledgeable in managing adverse events, near-misses, and unsafe conditions. Benefits: Jordan Health offers a competitive salary and full benefits offering including medical, dental, vision, life insurance, and 403b retirement plan. We offer Professional Development allowance. Jordan Health offers equal opportunities to all persons without regard to race, color religion, age, sex, disability, national origin, ancestry, citizenship, military or veteran status, marital status, sexual orientation, domestic violence victim status, predisposing genetic characteristics or genetic information, or any other status protected by law. About Jordan Health: Jordan Health is an independent FQHC, with Level III Patient-Centered Medical Home (PCMH) designation through the National Committee on Quality Assurance. Jordan Health receives funding from the Health Resources and Services Administration (HRSA) of the U.S. Department of Health and Human Services. Jordan Health is a network of outpatient primary care offices with providers who follow a panel of patients. While independent, Jordan Health actively collaborates with the major hospital and healthcare systems in our operating area to provide a total safety net of healthcare services. Salary Description $65,600-$69,240/ANNUALLY
    $65.6k-69.2k yearly 10d ago
  • Assistant Manager - Credit

    Rent-A-Center Inc. 4.3company rating

    Risk manager job in Rochester, NY

    Ready to do your best work? Interested in a minimum starting hourly rate of $17.85 per hour - $21.00 per hour ? Why should I apply in just a few clicks? * Paid Time Off and Sundays Off -- We are Closed! * Full-Time Employment and a Consistent Schedule * Weekly Pay (companywide) * Award Winning Culture with the Opportunity to Advance * Great Benefits * Medical * Dental * Vision * Life Insurance * Supplemental Life Insurance * Spouse/Dependent Life Insurance * Short Term Disability * Long Term Disability * Flexible Spending Accounts * 401(k) Savings Plan w/company match * Paid Time Off * Legal Insurance * Identity Theft Protection Plan * Health Savings Accounts * Hospital Indemnity * Critical Illness * Accident Insurance * Limited Purpose Plan What will you do? Provide customers access to high-quality goods that enhance their quality of life. You will do meaningful work and make a difference in our customers' lives! A day in the life of a Credit Assistant Manager: * Credit and Collections: Positively impact growth and revenue through communicating with customers and collecting on accounts on a daily basis * Customer Service: Provide friendly, top-notch customer experiences through "white glove" service with a servant's heart in our stores and in customer's homes * Deliveries & Pickups: Opportunity to get out of the store and display a winning spirit through safe and compliant loading/unloading and installation of products, while following all handling and transportation procedures * Merchandising: Maintain an inviting store with organized product and cleanliness with both customers and fellow coworkers in mind What are the minimum requirements? * 1-3 years of retail/customer service, sales, or collections experience * High school diploma or equivalent * Must be at least 18 years of age * Valid state driver's license and good driving record -- You WILL be driving the company vehicles * Ability to lift and move product such as furniture, electronics, and appliances * Great communication and customer service skills What are some additional helpful traits? * Seeking more than just a job, but a CAREER * A desire to improve our customer's lives * A hunger to learn the business * Grit and determination This is an excerpt from the full and is not intended to be all-inclusive. Other related duties may be required to meet the ongoing needs of the business. Rent-A-Center is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity employer. Full job description provided in Onboarding
    $17.9-21 hourly 6d ago
  • Business Relationship Manager I- Officer

    JPMC

    Risk manager job in Rochester, 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
    $88k-130k yearly est. Auto-Apply 60d+ ago
  • Manager, Grants Management

    University of Rochester 4.1company rating

    Risk manager job in Rochester, NY

    As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive. **Job Location (Full Address):** 601 Elmwood Ave, Rochester, New York, United States of America, 14642 **Opening:** Worker Subtype: Regular Time Type: Full time Scheduled Weekly Hours: 40 Department: 400626 Psychiatry M&D Research Work Shift: UR - Day (United States of America) Range: UR URG 113 H Compensation Range: $37.12 - $55.68 _The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations._ **Responsibilities:** GENERAL PURPOSE Manages grants management staff as well as pre-award and post-award processes for large and diverse volume grant portfolios (including NIH, DoD, SAMHSA, HRSA, OMH across all Department divisions and missions). Supervises and mentors Grants Management Specialists on the team. Develops proposal budgets and produces financial reports (trend reports, etc.) required to monitor the financial health of research projects and other grants within the Department of Psychiatry. Works with PIs to manage project finances. Establishes grant accounts, oversees purchasing and research staffing, and monitors grant expenditures to ensure compliance with sponsor regulations. Works closely with Psychiatry Finance and Research Leadership to initiate, develop, monitor and communicate finance policies and procedures within Psychiatry Research. Resolves complex problems or problems where precedent may not exist. **ESSENTIAL FUNCTIONS** + Supervises and mentors Grants Management Specialists to ensure that grant project needs are met and that expenses and processes comply with sponsor regulations, University policy, and Department processes. + Develops proposal budgets and oversees awarded budgets for research and other grant activities. + Reviews monthly reconciliation reports, assesses trends and notes problems to be resolved, works with PIs to manage expenses and operations. + Monitors and controls spending against all sponsored research grants with the use of UR based financial systems. + Reviews and adjusts faculty and staff effort on grants based on actual effort and University effort reporting requirements. + Creates financial reports based on sponsor requirements. + Reviews out-of-award expenditure provides analysis and guidance to reduce. + Works with PIs on progress report submissions, extension requests, amendments and processing close out of clinical trials or grants. Liaises with ORPA and ORACS to ensure appropriate setup and closeout of Psychiatry awards + Manages purchasing on grant portfolios, including analyzing all expenses for allowability and University compliance. + Oversees approval of grant and grant-related expenses through workday, pcard, purchasing and other Uniyersity systems. + Ensures that purchases align with allowability of each grant, university processes, appropriate PI and Departmental approvals. + Problem solves as needed to meet PI/project needs. + Provides training and guidance to Research Administration, Trainees and Faculty (both within and outside Psychiatry as projects require) on systems related to grant submission, purchasing and award management. Other duties as assigned. **MINIMUM EDUCATION & EXPERIENCE** + Bachelors degree. Required + Masters Degree. + 5 years of relevant experience. Required + Or equivalent combination of education and experience. Required + Previous grants administration experience and program management in higher education. Preferred **KNOWLEDGE, SKILLS AND ABILITIES** + Leadership, excellent organizational skills and attention to detail. Required + Excellent communication and interpersonal skills. Required + Proficiency with Microsoft Office software, including Outlook. Required + Familiarity with federal NIH-grant reporting mechanisms. Required + Access, Word, Excel, and PowerPoint. Preferred + Proficiency in database management and reporting software. Preferred + Experience in scientific grant/manuscript preparation assistance. Preferred **LICENSES AND CERTIFICATIONS** + CLASP certification within 12 months required. The University of Rochester is committed to fostering, cultivating, and preserving an inclusive and welcoming culture to advance the University's Mission to Learn, Discover, Heal, Create - and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion, creed, sex, sexual orientation, citizenship status, or any other characteristic protected by federal, state, or local law (Protected Characteristics). This commitment extends to non-discrimination in the administration of our policies, admissions, employment, access, and recruitment of candidates, for all persons consistent with our values and based on applicable law. Notice: If you are a **Current Employee,** please **log into my URHR** to search for and apply to jobs using the Jobs Hub. Your application, if submitted using this portal, cannot be moved forward. **Learn. Discover. Heal. Create.** Located in western New York, Rochester is our namesake and our home. One of the world's leading research universities, Rochester has a long tradition of breaking boundaries-always pushing and questioning, learning and unlearning. We transform ideas into enterprises that create value and make the world ever better. If you're looking for a career in higher education or health care, the University of Rochester may offer the perfect opportunity for your background and goals. At the University of Rochester, we are committed to fostering, cultivating, and preserving an inclusive and welcoming culture and are united by a strong commitment to be ever better-Meliora. It is an ideal that informs our shared mission to ensure all members of our community feel safe, respected, included, and valued.
    $37.1-55.7 hourly 60d+ ago
  • Accounts Payable Manager

    Fasteners Direct Inc.

    Risk manager job in Webster, NY

    Job Description Job Title: Accounts Payable Manager Department: Finance Reports To: Director of Finance Status: Full-Time, Hourly, Non-Exempt Compensation: $28 - $30 per hour based on experience Fasteners Direct is seeking an Accounts Payable Manager to oversee daily AP operations and manage the AP Assistant role. This position is more advanced than an entry-level AP role but allows for on-the-job training. The ideal candidate has a basic accounting foundation, strong attention to detail, and the ability to manage priorities and processes. Key Responsibilities Accounts Payable & Vendor Management • Respond to vendor payment inquiries and coordinate resolution • Maintain vendor records, including system updates, tax documentation, and payment terms • Reconcile product receipts to vendor invoices (PO clearing account) • Build weekly payment schedules and distribute remittances • Process online vendor payments and physical checks • File and manage credit card receipts • Enter credit card and general ledger transactions Supervision & Oversight • Manage and support the AP Assistant role • Hold AP Assistant accountable for KPIs (AP mailbox, invoice entry, and filing) • Oversee AP filing systems and audit for accuracy and quality • Backup and cross-train on AP invoice processing and email monitoring Qualifications • High school diploma or equivalent required • Basic understanding of accounting principles • Prior accounting or accounts payable experience preferred • Experience with accounting/ERP systems a plus • Strong organizational skills and attention to detail • Ability to manage multiple priorities and meet deadlines • Strong communication skills and willingness to learn Schedule & Work Environment • Full-time, hourly position • Standard business hours, with flexibility during peak processing periods Benefits Weekly pay Medical, Dental, and Vision Insurance 401(k) with company match Incentive and bonus opportunities Bonus PTO & Growth by Sharing (GBS) rewards Employee learning library (books & audiobooks) Recognition programs and monthly prize opportunities
    $28-30 hourly 26d ago
  • Branch Manager - Rochester, NY

    Jpmorgan Chase 4.8company rating

    Risk manager job in Pittsford, NY

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. **Job responsibilities** + Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence. + Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments. + Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust. + Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation. + Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry. + Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community. + Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures. **Required qualifications, capabilities, and skills** + You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture. + You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles. + You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success. + You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently. + You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies. + You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved. + You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience. + You have a high school degree, GED, or foreign equivalent. + You have the ability to work branch hours including weekends and evenings. **Preferred qualifications, capabilities, and skills** + You have a college degree or military equivalent. **Training and Travel Requirement** + You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager. + You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state. **Dodd Frank and Safe Act:** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Pittsford,NY $36.06 - $51.44 / hour
    $36.1-51.4 hourly 1d ago
  • FY26 US Seasonal Tax-Financial Services Organization-Wealth and Asset Management Manager

    EY 4.7company rating

    Risk manager job in Rochester, 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. **Seasonal Tax Manager - Wealth and Asset Management Partnership - *Remote* - GCR FSO ** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! **The opportunity** EY is currently seeking experienced seasonal tax professionals. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. **Your key responsibilities** As a seasonal tax manager your main priority will be providing reviews of tax returns for partnerships, while staying connected with the members of your team. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required. **Skills and attributes for success** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns + Familiarity with taxable income allocations + Experience with corporate tax extension requests for corporate tax returns + The ability to produce technical writing and research in a tax context + Comfort with working remotely in a virtual team environment **To qualify for this role you must have ** + Valid US Certified Public Accountant (CPA) license or active state bar membership + A bachelor's degree in Accounting, Finance, Business or a related discipline + A minimum of 5 years of relevant investment or operating partnership tax compliance experience + A proven record of excellence in a professional services or tax organization + Knowledge in partnership tax technical and transactional skills **Ideally, you'll also have ** + A proven record of excellence in public accounting in a top or mid-tier firm + Experience with hedge funds or private equity funds preferred **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $90-120 hourly 38d ago
  • Manager, Federal Tax - Asset Management

    KPMG 4.8company rating

    Risk manager job in Rochester, NY

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Manager to join our Business Tax Services practice. Responsibilities: * Oversee client portfolios of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds) * Act as the first point of contact for internal and external clients * Manage teams of tax professionals/assistants working on client projects * Assess tax impact on clients of rules and law changes, develop tax arguments to support conclusions and make recommendations to clients * Facilitate risk and financial performance of engagements, including billing, collections, and the budget for projects * Deliver high quality tax services to clients Qualifications: * Minimum five years of recent tax experience in the alternative investment industry * Bachelor's degree from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Proficient in the taxation of partnerships and tiered investment fund structures * Excellent verbal and written communication skills with the ability to articulate complex financial information KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $96800 - $187500 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $96.8k-187.5k yearly 60d+ ago
  • Senior Analyst, Credit Risk

    Broadstone Net Lease, LLC 4.2company rating

    Risk manager job in Victor, NY

    Job Description The Senior Analyst, Credit Risk will conduct in-depth financial analysis for Broadstone Net Lease. This position will support the timely and accurate production of detailed financial analysis and prepare financial reports, findings, and recommendations to inform decision making. The ideal candidate will be experienced in financial statement analysis and evaluation methods; have excellent writing, presentation, and interpersonal skills; be able to communicate and work well with internal colleagues and external tenants at all levels; and desire to advance one's and others' knowledge through data analysis. This position reports to the Director, Credit Risk and can be based in Rochester, NY, Phoenix, AZ, or full-time remote (if located outside of Rochester or Phoenix). Essential Job Duties & Responsibilities: Complete comprehensive analysis on prospective and existing tenants to identify trends, measure performance, assess financial strength, and identify potential risks Compare financial statements of tenants being evaluated with those of similar establishments in the same industries and markets Maintain financial reports that summarize the overall financial position of the tenant portfolio Track industry trends and tenant news Translate findings into clear, concise written and verbal presentations and make recommendations to the Director, Credit Risk and senior management regarding investment opportunities Assist the Director, Credit Risk in preparing applicable portfolio credit information to be included in various Board of Director and Investment/Portfolio Review Committee reporting Perform sensitivity analysis to assess how variations in modeling assumptions impact the tenant's financial performance Responsible for calculating and reporting quarterly credit metrics including tenant risk ratings, aggregate investment grade percentage, site-level rent coverage ratios, and watchlist statistics Build and maintain effective relationships with tenants and collaborate closely with internal finance, underwriting, acquisitions, and property management teams Assist the Director, Credit Risk in quarterly portfolio monitoring, including site-level reporting and analysis of agency investment grade credit ratings Continue to improve and develop tenant financial analysis tools, procedures, and reports Travel to corporate headquarters located in Victor, NY for employee events and training as necessary Executes duties and maintains standards in accordance with company policies and procedures Additional duties as required Overtime hours may be required as job duties demand Skills/Qualifications: Strong financial analysis skills with an in-depth ability to read, evaluate, and understand internal and audited financial statements and SEC filings Strong quantitative and qualitative analysis, data manipulation and due diligence skills, with the ability to apply data management skills to complex business situations Knowledge of financial ratio analysis and GAAP accounting Understanding of finance, real estate, and capital markets terms and concepts Effective verbal and written communication skills with ability to effectively present data and findings Strong attention to detail with a focus on quality and accuracy in a fast-paced environment Experienced information gathering and information monitoring skills Effective decision-making skills and an ability to perform under deadline pressure Demonstrated ability to take ownership of assigned tasks and processes, with an ability to prioritize multiple projects and a commitment to meet strict deadlines Proficiency in Microsoft Office applications including Word, PowerPoint, Outlook, and Excel Strong collaborator with a proven ability to work across teams, functions, and levels of the organization Education/Experience: Bachelor's degree in finance, accounting or related field from a four-year accredited college or university required 3-5+ years of finance/underwriting experience in a professional services environment Experience with Moody's and/or S&P tools preferred Formal credit training, commercial credit underwriting experience preferred Experience working with Power BI a plus Experience working with MRI commercial property management software a plus Environment and Physical Demands: Professional office environment with routine use of standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machine; noise level typical of a standard office environment Prolonged sitting, computer and telephone use, as well as standing, filing, stooping, bending, reaching and lifting, and carrying up to 15 pounds Ability to travel by plane, train, and automobile and operate a motor vehicle The above description is not intended to define, in detail, the multitude of tasks that may be assigned, but rather to provide a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the functions of this position. Our employees are our most valuable assets. To reward their commitment, we strive to provide a competitive and flexible mix of total rewards that have their best interests in mind and enhance our employee-centric culture. The base salary range for this role is: $75,000 - $90,000. This range is Broadstone's good faith estimate of the annual base salary it reasonably expects to pay for the position at the time of this posting. There are several factors taken into consideration in making compensation decisions including but not limited to the individual's experience, skillset, relevant education & certifications, job-related knowledge, location, and other relevant factors identified through the recruitment & selection process. The stated salary range does not include other forms of compensation or benefits offered in connection with the advertised role, such as performance-based cash bonuses and restricted stock grants. To learn more about Broadstone's comprehensive total rewards visit ***************************
    $75k-90k yearly 12d ago
  • Risk Management Specialist

    Anthony L. Jordan Health Corporation 3.7company rating

    Risk manager job in Rochester, NY

    Full-time Description The health services that became the Anthony L Jordan Health Corporation (Jordan Health) began more than 100 years ago, in 1904. As one of the first 5 Federally Qualified Health Centers (FQHC) established in the nation, its roots are steeped in service to those who face barriers to health and health care, meeting their need for comprehensive medical, dentistry, behavioral health, and community services. Starting in northeast Rochester, NY, Jordan Health has since expanded to become a network of primary care offices and health centers serving residents living in three quadrants of Rochester, NY and in Canandaigua, N.Y. Jordan Health is now seeking a Risk Management Specialist who, under the guidance of the Chief Compliance & Risk Officer, is primarily responsible for managing the complex and multifaceted nature of risk within the Jordan Health Centers, by centralizing oversight and coordination of risk management activities. Support patient and staff safety by leading the identification, assessment, and mitigation of risk. Provides expertise, guidance, and support to ensure that proactive measures are in place to safeguard both patient and staff, while also fostering a culture of continuous improvement. If you want to apply your specialized experience and education in an environment where you can make a difference and significantly impact patients' quality of life, please consider our Risk Management Specialist opportunity. Requirements The Risk Management Specialist will ensure: · Risk identification and incident management · Proactive risk reduction and claims prevention · To manage and encourage ongoing education of Jordan Health staff · Jordan Health is in full compliance with applicable federal and state regulations and standards Education And Experience Required: · Bachelor's degree in Health Care Sciences i.e. Healthcare Administration, Nursing (BSN), Public Health or Business Administration. · Minimum 1 year of experience in a healthcare setting, with responsibilities involving risk management, patient safety, quality improvement or compliance and regulatory affairs. Licenses And Certifications: · None Required. Special Skills, Knowledge Required: · In-depth understanding of risk identification, analysis, mitigation, and reporting, specifically within clinical environments. · Familiarity with healthcare regulations and standards, including HRSA, FTCA, HIPAA, OSHA, CMS, and The Joint Commission. · Knowledgeable in managing adverse events, near-misses, and unsafe conditions. Benefits: Jordan Health offers a competitive salary and full benefits offering including medical, dental, vision, life insurance, and 403b retirement plan. We offer Professional Development allowance. Jordan Health offers equal opportunities to all persons without regard to race, color religion, age, sex, disability, national origin, ancestry, citizenship, military or veteran status, marital status, sexual orientation, domestic violence victim status, predisposing genetic characteristics or genetic information, or any other status protected by law. About Jordan Health: Jordan Health is an independent FQHC, with Level III Patient-Centered Medical Home (PCMH) designation through the National Committee on Quality Assurance. Jordan Health receives funding from the Health Resources and Services Administration (HRSA) of the U.S. Department of Health and Human Services. Jordan Health is a network of outpatient primary care offices with providers who follow a panel of patients. While independent, Jordan Health actively collaborates with the major hospital and healthcare systems in our operating area to provide a total safety net of healthcare services. Salary Description $65,600-$69,240/ANNUALLY
    $65.6k-69.2k yearly 60d+ ago

Learn more about risk manager jobs

How much does a risk manager earn in Greece, NY?

The average risk manager in Greece, NY earns between $86,000 and $170,000 annually. This compares to the national average risk manager range of $84,000 to $160,000.

Average risk manager salary in Greece, NY

$121,000

What are the biggest employers of Risk Managers in Greece, NY?

The biggest employers of Risk Managers in Greece, NY are:
  1. Trillium Health Resources
  2. Deloitte
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