Senior Risk & Control Associate
Senior associate job in Tempe, AZ
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants.
Team Overview:
The Wealth Management and Field Management 1st Line Risk Team work together to identify, assess, manage and elevate risks associated with the WMFM organization. The WMFM 1LOD Risk Team works to implement and operationalize the Enterprise Risk Management Framework. The WMFM 1LOD Risk Team drives alignment to the standards, provides transparency and visibility related to the risks in the WMFM profile and helps to design and monitoring risk mitigation plans that help the functional area manage risks.
What You'll Do:
Develop and execute on the WMFM Controls Management program, ensuring internal controls are effective in managing risks (includes identifying, implementing, assessing, monitoring, testing, reporting and training on the controls program).
Work in partnership with WMFM product risk managers to execute on the controls program for the division.
Execute on various firm wide programs such as Conflicts of Interest and Policy Management for the WMFM division.
Provide insights to leadership for potential consideration in risk forums & escalates emerging risk concerns
Act as a resource to the team and assist divisional leaders and associates, as needed
Support the initiatives of the firm's ERM division in rolling out policies and standards to WMFM, as needed
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $99200
Hiring Maximum: $168900
Read More About Job Overview
Skills/Requirements
What You'll Need:
Bachelor's Degree
5+ years risk management experience
Experience leading and managing multiple initiatives/projects/large efforts
Ability to communicate effectively with general partners, directors and senior leadership
Ability to operate independently and communicate to leader effectively
Strong analytical, problem-solving and systems thinking skills including the ability to independently identify, prioritize, monitor, communicate, and/or resolve issues, including root cause analysis
FINRA Series 7 license or acquire within 12 months of hiring.
What Could Set You Apart:
Prior experience as part of a dedicated first line of defense risk management function, including leading control programs and assessments.
**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
Senior Risk & Control Associate
Senior associate job in Tempe, AZ
Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 25-Nov-2025. The posting may close early due to the volume of applicants.
What You'll Do:
The Risk Manager - Investment Management partners with leaders in the Wealth Management & Field Management (WMFM) division to manage the risks associated with advice and guidance and the proprietary products and services. Effectively controls the risks associated with business activities via the execution of firm's Enterprise Risk Management framework for identifying, assessing, treating, mitigating, monitoring, reporting and escalating risks.
Here are a few of the Key Responsibilities:
Responsible for carrying out risk and control activities per the Enterprise Risk Management Program as well as any divisional-required elements.
Understands and advises team on division processes, historical risk results, firm policies/programs including all Enterprise Risk Management Program Framework and Standards.
Primary focus includes issue/incident management, control testing, critical business process mapping/inventorying and risk assessment support including new projects and initiatives.
Assist Business Owners in ensuring policies, standards and procedures are consistent with ERM policies and standards.
Supports business risk owners in evaluating remediation strategies and control enhancements
Executes risk management procedural requirements for open high risks including root cause analysis, action plan development, evidence, and remediation documentation including supporting and challenging business risk owners on action plan effectiveness.
Reviews emerging risk concerns and provides early warning on key risks with divisional leadership. Works to develop, inventory and report on KRIs for the division.
Use a GRC to document risk issues and assessment data.
*This position is known internally as a Senior Risk and Control Associate
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $99200
Hiring Maximum: $168900
Read More About Job Overview
Skills/Requirements
What Experience You'll Need:
Bachelor's Degree
5+ years of risk management experience
Series 7 or attainable within twelve months of hire
Experience in financial services, specifically wealth management, asset management, investment advisory, financial planning, and/or high net worth client services
Experience with Microsoft Office and GRC tools
Experience in building relationships and networks, at varying levels in the organization
Strong written and verbal communication skills, with the ability to tailor communication based on the audience
What Could Set You Apart:
Advanced degree or industry designation preferred
Previous experience with investment advisory preferred
**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the roleas home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
Knowledge Management, Senior Associate
Senior associate job in Arizona
Responsibilities
The Knowledge Management (KM) Section is responsible for enabling knowledge flow to enhance a shared understanding, learning, and decision-making across the GCC. The KM section develops, executes, and monitors the GCC KM Program. Additionally, the KM Section conducts Content and Information Management, and Records Management, through the utilization of tools such as ARIMS, SharePoint Online, Microsoft Teams, Microsoft OneDrive, and other cloud and on premises solutions, in line with Army doctrine. The KM Section consists of the KM Working Group (KMWG) with representatives from each of the GCC divisions, and is lead by the KM Officer (KMO). All GCC KM efforts are authorized, overseen, and guided by the GCC Chief Knowledge Officer (CKO), the Deputy Director.
• Manage, recommend, and implement approved changes and/or enhancements to the RCC Knowledge Management (KM) processes to improve the efficiency of operations for the GCC.
• Improve tools and processes for publishing, disseminating, analyzing, and managing operational data.
• Manage information and data to establish a single authoritative source for all information required to effectively execute GCC's mission.
• Coordinate with all divisions across the GCC to develop and maintain a Roles-Base Contingency Plan.
• Provide technical writing and editing services for various documents as identified in PWS paragraphs 3.1, 3.3, 3.4, 3.5, and 3.6 IAW AR 25-50.
• Data Management. Define and implement an approved Data Management Plan (DMP) for the GCC to structure how data is collected, stored, used, and retained in support of the operational mission. The overall intent is to ensure the GCC has the data necessary to meet mission but eliminates or limits the continued storage of data that serves no operational purpose. The DMP should define the data operational purpose, storage location, and retention date. The DMP shall be reviewed annually for accuracy and completeness. GCC data storage, portals, etc. shall be reviewed annually for compliance to overall the DMP and any unnecessary data shall be removed. Update the DMP to include any new capabilities deployed within the GCC to aid operations or upgrade existing capacities. This includes use of cloud tools/software/repositories to enhance GCC operational effectiveness.
Qualifications
Required Qualifications:
Minimum of 2 years with BS/BA; 0 years with MS/MA; 6 years with no degree
DoD Secret clearance is required for this role
Certifications: DCWF Code 451 Intermediate: CompTIA Cloud+ or CompTIA Security+ or GIAC Global Industrial Cyber Security Professional (GICSP) or Systems Security Certified Practitioner (SSCP)
Peraton Overview
Peraton is a next-generation national security company that drives missions of consequence spanning the globe and extending to the farthest reaches of the galaxy. As the world's leading mission capability integrator and transformative enterprise IT provider, we deliver trusted, highly differentiated solutions and technologies to protect our nation and allies. Peraton operates at the critical nexus between traditional and nontraditional threats across all domains: land, sea, space, air, and cyberspace. The company serves as a valued partner to essential government agencies and supports every branch of the U.S. armed forces. Each day, our employees do the can't be done by solving the most daunting challenges facing our customers. Visit peraton.com to learn how we're keeping people around the world safe and secure.
Target Salary Range $66,000 - $106,000. This represents the typical salary range for this position. Salary is determined by various factors, including but not limited to, the scope and responsibilities of the position, the individual's experience, education, knowledge, skills, and competencies, as well as geographic location and business and contract considerations. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. EEO EEO: Equal opportunity employer, including disability and protected veterans, or other characteristics protected by law.
Auto-ApplyDigital Consulting Consulting Associate/Sr. Associate - Oracle EPM
Senior associate job in Arizona
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural transformation, enabling the change they need to own their future.
Join our team as the expert you are now and create your future.
Senior Associates play an integral client-facing project or work-stream leadership role. While activities vary based on project size/scope and individual skill-sets and strengths, the Sr. Associate can expect to spend their time with a heavy focus on material client interaction through all projects, project management, intensive data-analysis and the identification for the “so-what's” therein, and to creating compelling client-ready presentations. Additionally, the Sr. Associate will focus on developing Analysts and Coachees.
Qualifications:
Bachelor's or Master's degree in a field related to this position or equivalent work experience
3-5 years of experience analyzing requirements, writing functional specifications, conducting tests, troubleshooting issues and interfacing with business users
1-2 years of experience owning project workstreams with little to no supervision
At least 2 years' experience with either Hyperion Planning / PBCS / EPBCS and Essbase OR FCCS/ARCS/EDMCS/PCMCS
Experience with Hyperion Planning and Hyperion Essbase in both development and administrative roles
Experience with automation scripts (MaxL) and integration of the full Hyperion suite
Extensive knowledge of Excel, Essbase Spreadsheet Add-in and SmartView
Ability to solve complex problems creatively with strong critical thinking
Strong analytical skills coupled with a functional or technical acumen and hands-on expertise with cloud-based enterprise solutions
Strong verbal and written communication skills with ability to articulate results and issues to internal and client teams
Willingness to travel up to 50% as needed to work with client or other internal project teams
The estimated base salary range for this job is $105,000 - $145,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $117,600 - $171,100. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future.
Position LevelSenior AssociateCountryUnited States of America
Auto-ApplySenior Associate, Custody Product Operations
Senior associate job in Phoenix, AZ
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
The Custody Product Operations team is responsible for ensuring the smooth operations and support of Coinbase Custody's products and services. As the complexity in the digital asset space grows, this team plays a key role in maintaining high standards of risk mitigation, control, and client experience. You'll own initiatives to reduce risk, enhance efficiency and fortify operational workflows. By managing projects that optimize processes, implement controls and enhance the client experience, you'll play a key role in strengthening our position as the industry leader in digital asset custody and driving revenue growth.
*What you'll be doing (ie. job duties):***
* Develop and execute critical workflows for custody product operations and support teams.
* Support Custody product and feature launches with a focus on asset management, internal readiness and client experience.
* Maintain documentation including operational procedures, support materials and internal databases.
* Continuously identify and advocate for improvements to tools and processes to enhance operations and support workflows.
* Triage and prioritize product features and enhancement requests.
* Plan, execute, monitor and ensure successful completion of programs focused on scaling institutional operations and the client experience.
*What we look for in you (ie. job requirements):***
* 5+ years of experience managing projects, processes or client support operations.
* Strong product operations or project management skills with a focus on risk reduction and efficiency gains.
* Effective communication, problem solving and analytical skills.
* Motivated by Coinbase's mission and a client centric mindset.
* A data-driven approach to problem solving and continuous improvement.
* Proven track record of effective cross-functional stakeholder management, driving successful outcomes, anticipating potential risks, roadblocks and dependencies.
* Support our mission to be the most trusted counterparty through responsible growth and prudent operational controls.
*Nice to haves:*
* Background in financial services, digital assets or a highly-regulated industry.
* Experience advocating for prioritized enhancements to tools, systems or procedures.
* Comfort adapting to changing priorities in a fast-paced environment.
Job #: P74526
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)).
Pay Range:
$130,900-$154,000 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations***********************************
*Global Data Privacy Notice for Job Candidates and Applicants*
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required.
*AI Disclosure*
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
Senior Associate Wealth Planner
Senior associate job in Scottsdale, AZ
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support our Wealth Advisors in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations, eventually serving as a lead advisor for certain clients. This role has a built-in opportunity to evolve into a lead advisor on our team in Scottsdale.
Primary Responsibilities
Assist the Wealth Advisor in the management of existing client relationships.
Lead certain client relationships independently, potentially growing into serving as the primary advisor for certain client relationships over time. Present portions of client meetings and communicate with clients independently.
Knowledgeable of internal solutions for client base, including other service lines within Cerity Partners. Naturally, this will evolve over time.
Assist advisory team with onboarding of new clients, working with each new client to ensure accurate completion. Coordinate submission with the custodian for processing along with other advisory team members. Quarterback the experience for new clients through onboarding.
Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Ideally, position will have comprehensive knowledge of investment accounts, products, and the forms/processes required to transact business.
Proactively interact with clients and assist in creating outstanding client experience.
Perform research on stocks, bonds, securities, solutions, & other products when requested.
Assist in the communication of all service requests as a main point of contact for certain clients.
Build financial plans for prospective clients and prepare recommendations.
Appropriately utilize the CRM system (Salesforce), utilize financial planning software (eMoney).
Involvement in company committees and/or firm-wide initiatives.
Required Qualifications:
Bachelor's degree
Series 65
Working toward CFP , CPA, JD, CHFC, or another approved advanced designation/degree
3+ years financial planning, estate planning, and/or tax planning/preparation experience
Skills and Competencies:
Proficient in developing wealth planning and investment recommendations and able to present to clients when applicable.
Proficiency in all CSA functions, plus:
Ability to talk to clients independently.
Completion of CPU levels 100-300.
Ability to train and mentor CSA's.
Ability to develop wealth planning and investment recommendations and present to clients when applicable.
Demonstrate strong and effective leadership skills through clear communication and collaboration with others.
Strong interpersonal and networking skills with both external clients and internal collaboration.
Working knowledge of e-Money, Salesforce a strong plus.
Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions.
Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
Must accept and thrive in a fast-paced, changing environment.
Tenacious about doing what is right for the client - always.
Physical Requirements:
Prolonged periods sitting at a desk while working on a computer or in conference room setting.
Compensation Range:
$90,000-120,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance - day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.
Auto-ApplySenior Precision Medicine Associate- FSP
Senior associate job in Phoenix, AZ
Parexel FSP has an exciting opportunity for a Senior Precision Medicine Associate. This role works closely with line Manager, Precision Medicine, and other key personnel to implement and operationalize Precision Medicine goals within client clinical trials. Manages central laboratory and specialty vendors on low to moderately complex clinical trials. Performs other duties as necessary to
ensure optimal clinical trial execution.
**Key Accountabilities** **:**
**Study Team Support**
+ Collaborates within cross functional study teams
+ Presents at investigator meetings and creates training materials (lab manual, sample collection procedures and presentation slides)
+ Manages acquisition of clinical trial samples
+ Provides support for sample related matters to clinical study teams
+ Works with Informed Consent Form (ICF) Specialist and Precision Medicine Operations Lead (PMOL) to ensure compliance with ICF permissions
**Operational Support of Biomarker and Exploratory Analysis**
+ Assists PMOL with vendor selection and oversight
+ Executes biomarker plans in collaboration with the study team and PMOL
+ Provides input to clinical trial related documents under the supervision of the PMOL
**Selection of Central Laboratory and Specialty Vendors**
+ Prepares Request for Proposal (RFP), reviews and assesses bids and statements of work
+ Manages biomarker vendors for low to moderately complex clinical trials
+ Coordinates capabilities presentations by third party vendors
**Central Laboratory and Specialty Vendors Management**
+ Communicates with academic collaborators
+ Participates in oversight activities with vendors and supports audits as required
**Data Acquisition and Management**
+ Supports information exchange and maintains data integrity
+ Provides guidance and training to clinical sites, collaborators and vendors under supervision of the PMOL
+ Supports sample and data reconciliation activities
**Compliance with Parexel standards**
+ Complies with timely completion of required training curriculum
+ Completes timesheets accurately as required
+ Submits expense reports as required
+ Updates CV as required
+ Maintains a working knowledge of and complies with Parexel processes, ICH-GCPs and other applicable requirements
**Skills** **:**
+ Effective problem-solving skills with internal and external stakeholders
+ Comfortable presenting to internal and external audiences
+ Proficient in written and spoken English required
+ Proficient in local language, as applicable, preferred
+ Project management and organizational skills
+ Ability to effectively multi-task and prioritize
+ Ability to work in a global matrix environment
+ Proficiency in widely used technologies and ability to learn client applications (especially Microsoft Excel)
+ Problem solving abilities, troubleshooting, resourcefulness, and attention to detail
**Knowledge and Experience** **:**
+ Minimum of 6 years relevant industry experience is required
+ Science background and working knowledge of a wide array of medical terms, biological assays including proteomics, cellular assays and genomics
+ Understanding of bioethics of human biospecimen collection and research
+ May require oncology experience
**Education** **:**
+ Bachelor of Science degree or equivalent
+ Biology or equivalent major preferred
\#LI-REMOTE
EEO Disclaimer
Parexel is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to legally protected status, which in the US includes race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Senior Associate, Retail Partnerships
Senior associate job in Tempe, AZ
About the Team The DoorDash Enterprise Retail team manages the strategic vision, acquisition, and development of the largest retail partnerships in North America. This team sits within the New Verticals Business Development organization. We support our merchant's broader e-commerce strategy, helping them find new ways to acquire, engage with and retain customers. We also love to help our partners solve their operational issues at the lowest level of detail; no job is too big or too small.
About the Role
The Retail Partnerships Senior Associate will help steer the company's effort to adopt and partner with retailers and CPGs at all levels of the sector. eCommerce is expanding, and DoorDash is making meaningful strides to become a leader in this sector. You will report to a Sr. Manager or Manager, Retail Partnerships. We expect this role to be flexible in terms of time spent remote, in-office, and traveling to visit merchant partners.
You're excited about this opportunity because you will…
* Driving and leading on strategic growth initiatives for your Mx portfolio
* Working with internal product teams to ensure we're prioritizing the right features for our merchants, dashers & customers
* Project managing the rolling out hundreds of stores across the country
* Designing marketing and promotional campaigns for new, returning or churned customers
* Getting into the field to do a test delivery
* Gathering insights on consumer behavior and shopping patterns
* Leading special projects to drive operational efficiency for your partners
We're excited about you because…
* You're Impact Motivated -- You have a natural desire to improve the overall business
* You're Curious -- You love digging into low levels of detail to extract insights
* You're Strategic -- You love to find the win-win in develop novel agreement structures to grow business with partners
* You're Resourceful -- You are happy juggling many priorities concurrently and being creative with solutions to move fast
* You're Collaborative - You enjoy working with lots of different people, both external and internal
* You're an Owner - You step up to drive projects forward with minimal supervision
* Must be comfortable regularly exercising discretion and independent judgment in performing job duties, including evaluating options, making informed decisions, and determining appropriate courses of action within the scope of assigned responsibilities.
Qualifications:
* 5+ years of account management, consulting, banking, or strategic partnerships in technology or high growth / early stage startups
* Bachelor's degree required
* Business Development and/or Partnerships experience
* Experience with Analytics and Presentation tools
* Prior investment banking, consulting experience (preferred, not required)
* Proficiency in analytics & visualization tools (e.g., Tableau, Sigma, SQL)
Notice to Applicants for Jobs Located in NYC or Remote Jobs Associated With Office in NYC Only
We use Covey as part of our hiring and/or promotional process for jobs in NYC and certain features may qualify it as an AEDT in NYC. As part of the hiring and/or promotion process, we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound from August 21, 2023, through December 21, 2023, and resumed using Covey Scout for Inbound again on June 29, 2024.
The Covey tool has been reviewed by an independent auditor. Results of the audit may be viewed here: Covey
Compensation
Actual compensation within the pay range listed below will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Base salary is localized according to employee work location.
In addition to base salary, the compensation for this role includes opportunities for equity grants and sales commission. Talk to your recruiter for more information.
DoorDash cares about you and your overall well-being. That's why we offer a comprehensive benefits package to all regular employees, which includes a 401(k) plan with employer matching, 16 weeks of paid parental leave, wellness benefits, commuter benefits match, paid time off and paid sick leave in compliance with applicable laws (e.g. Colorado Healthy Families and Workplaces Act). DoorDash also offers medical, dental, and vision benefits, 11 paid holidays, disability and basic life insurance, family-forming assistance, and a mental health program, among others.
To learn more about our benefits, visit our careers page here.
See below for paid time off details:
* For salaried roles: flexible paid time off/vacation, plus 80 hours of paid sick time per year.
* For hourly roles: vacation accrued at about 1 hour for every 25.97 hours worked (e.g. about 6.7 hours/month if working 40 hours/week; about 3.4 hours/month if working 20 hours/week), and paid sick time accrued at 1 hour for every 30 hours worked (e.g. about 5.8 hours/month if working 40 hours/week; about 2.9 hours/month if working 20 hours/week).
The national base pay range for this position within the United States, including Illinois and Colorado.
$92,880-$156,000 USD
The total on-target earnings (base + commissions) for this position within the United States, including Illinois and Colorado.
$116,100-$195,000 USD
About DoorDash
At DoorDash, our mission to empower local economies shapes how our team members move quickly, learn, and reiterate in order to make impactful decisions that display empathy for our range of users-from Dashers to merchant partners to consumers. We are a technology and logistics company that started with door-to-door delivery, and we are looking for team members who can help us go from a company that is known for delivering food to a company that people turn to for any and all goods.
DoorDash is growing rapidly and changing constantly, which gives our team members the opportunity to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting employees' happiness, healthiness, and overall well-being by providing comprehensive benefits and perks including premium healthcare, wellness expense reimbursement, paid parental leave and more.
Our Commitment to Diversity and Inclusion
We're committed to growing and empowering a more inclusive community within our company, industry, and cities. That's why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel.
Statement of Non-Discrimination: In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status. Above and beyond discrimination and harassment based on "protected categories," we also strive to prevent other subtler forms of inappropriate behavior (i.e., stereotyping) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to success have no place at DoorDash. We value a diverse workforce - people who identify as women, non-binary or gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American, Hispanic or Latinx, Native Hawaiian or Other Pacific Islander, differently-abled, caretakers and parents, and veterans are strongly encouraged to apply. Thank you to the Level Playing Field Institute for this statement of non-discrimination.
Pursuant to the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Initiative for Hiring Ordinance, and any other state or local hiring regulations, we will consider for employment any qualified applicant, including those with arrest and conviction records, in a manner consistent with the applicable regulation.
If you need any accommodations, please inform your recruiting contact upon initial connection.
Financial Reporting Senior Associate
Senior associate job in Scottsdale, AZ
Senior Associate - Financial Reporting Group
Our award-winning Financial Reporting team is looking for an energetic professional who possesses strong technical and practical problem-solving skills to deliver creative solutions to Fortune 500 companies and beyond. The ideal candidate enjoys solving complex problems, aspires to create a delightful client experience, and appreciates using technology to bring automation to accounting/finance problems.
With ~100 professionals and experience serving hundreds of publicly traded clients (including 40 of the Fortune 100), Equity Methods seeks to combine the best of a large professional services firm with the best of an entrepreneurial, technology-enabled company. We work hard in the quest to have a high impact and deliver exemplary client service that supports our client retention and overall growth story. We have consistently been rated a Top Company to Work for in Arizona.
The Financial Reporting team at Equity Methods specializes in developing controlled processes to manage the external and internal reporting for publicly traded companies' share-based payment programs. The role provides outstanding breadth of exposure, ranging from numerous areas in GAAP to forecasting, planning, and analysis (FP&A) to data analytics and visualization.
About the Successful Candidate
You built a reputation as someone who is eager to learn and enjoys problem-solving. You grasp new concepts quickly, and you enjoy the challenge of complex accounting and business problems. You are passionate about your career and hope to find a home where you can make a genuine impact and see how your efforts are linked to the firm's growth. Teammates view you as someone who is driven and is stellar in follow-through.
You enjoy finance, accounting and data analytical work. The idea of taking a manual, multi-step process and automating it sounds interesting to you. Going the extra mile to make clients' lives easier and using plain English to explain complex technical issues is something you enjoy doing every day.
In short, successful professionals at Equity Methods are analytical, resourceful, low on politics, and high on impact.
Typical Qualifications:
Bachelors or Masters in accounting, finance, economics, or related discipline.
1 - 4 years of experience in financial reporting, advisory, audit, or other related fields.
Exposure to high-pressure professional services environment, external deliverable deadlines and client/project management.
Exceptional ability to perform independent analysis and propose solutions in preparation for discussing with the team and executing the necessary solution steps.
Capable of interpreting complex accounting theory and translating it into a functional process.
Creativity in designing processes from both a controls and efficiency perspective.
Ability and willingness to think critically and solve “out-of-the-box” problems independently.
Clear, gracious oral and written internal/external communication and exceptional time management skills. Able to successfully coach junior associates.
Desirable: Exposure to programming language/s for high-volume data handling.
Desirable: CPA license or CPA candidacy; CFA or other similar pursuits also welcomed.
The Senior Associate Role
As a Senior Associate at Equity Methods, you will have an immediate opportunity to apply your skills to client work. You will gain exposure to client communication, engagement structures, project deliverables, and how we engineer well-controlled algorithms to reduce risk and drive automation. You're on a fast track towards the consultant role where you interact with clients, lead external meetings, supervise associates, drive new client implementations, and much more.
More specific roles and responsibilities include:
Completing our Senior Associate training program. The training covers skills the fundamentals junior associates are expected to master (internal algorithms, programming and process design) so that you have credibility with them and the requisite know-how, in addition to the foundations of project management and client communication. After completing the training program and the initial launch period, you will be able to contribute in the following areas.
Supporting day-to-day client interactions in a way that demonstrates accountability, upholds quality standards, and ultimately delivers client delight through ongoing improvement of the client experience.
Designing, implementing, and documenting processes to proactively manage risk and inject thoughtful control measures to ensure adherence with accounting regulations, plan specifications, and client's needs.
Reviewing deliverables and owning successful client service outcomes. Completing reviews promptly, offering high attention-to-detail feedback, insight on packaging and framing to clients, and astute identification of process improvement opportunities.
Supporting ongoing financial reporting engagements and leading new client implementations by learning the inner workings of processes, data structures, and end-state reporting requirements.
Executing client processes with full attention to detail, draft client emails, and support clients on ad hoc requests.
Participating in client delivery meetings and external audit review sessions, ensuring that clients understand the work product delivered and their external auditors grasp all essential features of the solution.
Participating in practice- and firm-level initiatives involving client service, thought leadership, technical research, process reengineering, and risk management.
Promoting a low-drama, collegial environment in which results are the ultimate benchmark of success
Launch Period
You'll need a launch period to learn our processes and become productive. During the launch period, you'll be responsible for enhancing your subject-matter expertise in stock-based compensation and related accounting literature reporting (e.g., ASC 718, 260, 740, 805, 470, and 480; IFRS 2, etc.) You'll complete assigned programming exercises in SAS and engage in self-directed practice to develop the skills necessary to understand and build processes in our technology environment.
Being Part of the Financial Reporting Team
Like any other company, ours isn't the right fit for everyone.
We solve novel problems on tight deadlines. Thus, a proactive, ownership-based work style is expected for all members of the engagement team, regardless of seniority level.
We create a positive impact by delivering results for clients as a team, which requires an agile, forthright communication approach and tight, ongoing internal collaboration horizontally and vertically.
Small teams = big responsibility. Good judgment is required. The upside is you have excellent autonomy.
All employees work from our headquarters in beautiful Scottsdale, Arizona. Scottsdale is part of the Greater Phoenix Metropolitan Area and boasts a high quality of life-despite the HOT summers.
Travel is generally light (
We move fast as part of our focus on having a high impact. This is not a slow-paced 40-hour-per-week position.
More About Equity Methods
Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. We have served 40 Fortune 100 firms all the way to early-stage venture-backed organizations. Our clients span the entire United States, in addition to some in Canada, South America, and Europe. We offer a diverse array of services that solve mission-critical priorities within corporate accounting and human resources functions.
At our size of ~100 professionals and countless brand-name clients, we combine the best of a large professional services firm with the best of an entrepreneurial growth venture. The culture fosters excellence in client service, innovation, collaboration, and continuous improvement. We have a bias toward promoting from within and we celebrate the diverse strengths of our colleagues. We have consistently been rated a Top Company to Work for in Arizona.
Auto-ApplySenior Associate, Pricing Strategy
Senior associate job in Phoenix, AZ
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.
KPMG is currently seeking a Senior Associate, Pricing Strategy to join our Clients and Markets organization.
Responsibilities:
* Accountable for providing analytical and operational support for the development, implementation, and refinement of pricing models and methodologies for dedicated Advisory Consulting teams
* Ensures that pricing initiatives align with functional business objectives, helping drive profitability, scalability, and long-term value creation
* Assist in the development and maintenance of programmatic tools and resources that support pricing efforts for their Advisory dedicated teams; this includes creating and refining templates, playbooks, and pricing calculators to enable scalable and consistent pricing practices; contribute to rapid prototyping of pricing models to test innovative approaches and support continuous improvement; perform quality assurance by reviewing outputs and materials to ensure alignment with stakeholder and business requirements, helping to maintain strong stakeholder relationships
* Support the designing, building, rollout and management of value-based and offer configuration pricing programs critical to managing our overall firmwide efforts to transition away from time and material pricing and deliver value-oriented market strategies; this will include overseeing the value benefit analytics process, managing the overall conversion effort, developing x-functional stakeholder relationships for alignment and advocacy, x-functional team leadership; prepare content for Advisory leaders, Management Committee consumption and other executive leadership communications
* Stay up to date with industry trends, emerging technologies, and best practices in the software and SaaS space; perform market research and benchmarking exercises to inform pricing decisions and dive alignment with market trends and client needs; monitor and analyze pricing performance, providing insights and recommendations to optimize pricing strategies and drive profitability
* Support the management of pricing projects from initiation through completion; assist with tracking timelines, deliverables, and cross-functional team coordination to ensure the successful implementation of pricing initiatives; cross-collaborate with Business Analysts to monitor progress and provide updates to relevant stakeholders to ensure alignment with overall business goals
* Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment
Qualifications:
* Minimum two years of recent experience in pricing, financial analysis, or similar roles, ideally within a B2B, professional services, or consulting environment
* Bachelor's degree from an accredited college or university is required; MBA from an accredited college or university is a plus
* Strong analytical and quantitative skills, with the ability to interpret complex data and make data-driven decisions; proficiency in pricing tools and software, as well as advanced Excel and skills; GenAI experience is a plus
* Proven experience in developing and refining pricing strategies, including exposure to value-based, subscription, and gainshare/performance-based pricing models
* Demonstrated leading cross-functional initiatives and managing stakeholder expectations with teams in finance, sales, and operations; strong project management skills, including the ability to manage multiple projects and timelines simultaneously
* Excellent verbal and written communication and presentation skills, with the ability to influence and collaborate with senior stakeholders; capability to engage and interact with technical, non-technical, offshore, and third-party vendor staff; strong problem-solving and interpersonal skills, with the ability to think strategically and creatively
* Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
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:
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California Salary Range: $61800 - $126800
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.
Governmental Consulting Accountant - Senior Associate
Senior associate job in Scottsdale, AZ
Job DescriptionSalary:
Are you an experienced accountant that enjoys serving governmental entities? Do you get bored doing the same thing every day and thrive on work that allows you to conquer new challenges daily? Do you find satisfaction in building strong relationships and making a difference in the lives of your peers and clients? If you answered "yes" to these questions, we want to meet YOU!
AsAbdo's governmental consulting team continues to grow, we are looking for a Senior Associate to join the team. This team provides accounting and financial services to our city, county, and special district clients. Our services include fractional CFO and staffing, long-term planning, budgeting/forecasting, audit preparation, process improvement, utility rate analysis, research/policy drafting, and software implementation.
At Abdo, were not your typical accounting firm. For us, Lighting the path forward means that we go well beyond traditional accounting and auditing to deliver solutions that help our clients succeed. We carefully seek out the best people and trust them to make a difference in helping our clients navigate forward with confidence.
Our culture is built on the following principles:
Relationships - We give our best to our clients and to each other.
Growth & Development - We get better every day.
Teamwork - We accomplish great things together.
Key responsibilities include:
Prepare and analyze financial data for city management, state and county regulators, and auditors
Prepare and analyze monthly and quarterly reports
Lead and collaborate on the preparation of an annual budget plan
Maintain financial data, records and reports in accordance to guidelines, procedures, and regulations
Lead and support year-end audit preparation and financial statement preparation
Lead and collaborate on long-term planning
Maintain and recommend improvements for existing reporting processes
Consult and communicate with all levels of client leadership
Prepare journal entries and reconciliations
Provide financial analysis on special projects and initiatives
Ideal Senior Associate candidate has:
Bachelors degree in accounting, finance, related field, or equivalent work experience
3+ years experience working in accounting
Experience in the local government/utility industry and/or governmental accounting
Strong understanding of accounting processes and policies
Knowledge of Generally Accepted Accounting Principles, Generally Accepted Auditing Standards, various software applications and pertinent federal and state regulations
Proficient in advanced MS-Excel functions
Desire to work in a fast-paced environment
Collaborative spirit and adaptability to change
Attracting, developing, and retaining the best employees are our highest priorities at Abdo. Listed as a Fastest Growing Firm and ranked in the Top 200 firms by Inside Public Accounting, we are always seeking talented individuals who can contribute to the continued growth and success of our firm.
If you desire flexibility and control in your work schedule along with recognition for your efforts, Abdo has the opportunity youre looking for! Apply online TODAY!
Flexible Workplace:
Abdo approaches the hybrid work environment through flexible workplace options of working mostly from home or working mostly from the office. We want our people to work where they work best!
Interviews for this position may be conducted via Zoom video.
Additional Information:
At Abdo, we are committed to providing fair, transparent, and competitive compensation that reflects the unique skills and experiences of each candidate. The estimated base pay range for this role is $74,000 - $99,000. Offers are typically made below the maximum to allow room for future compensation increases in the role. The compensation offer will be based on factors such as experience, education, licensure, certifications, skills, and business needs.
All employees have the opportunity to earn discretionary bonuses based on demonstration of extraordinary performance, special projects of significant importance, or other major accomplishments.
Abdo cares about the wellbeing of our team members and offers a comprehensive benefits package to support this. Our benefits package includes:
Medical, dental, vision, HSA with employer match, FSA medical and dependent care, long & short-term disability insurance options
22 days per year of PTO, 8 full holidays, 2 half holidays, 24 hours paid volunteer time, parental and grandparent leave
401(k) plan with employer contributions up to 4.5%
Abdo-sponsored telehealth platform
Technology reimbursement
Half day Fridays June through September
Professional expenses and CPA support and bonus
Benefits offerings are based off benefits eligibility requirements being met. View more information on our comprehensive benefits package on our Careers page.
Abdo LLP is committed to providing equal employment opportunities to all employees and applicants for employment without regard to any legally-recognized basis protected class including but not limited to: race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, marital status, or any other characteristics protected under federal, state, or local laws.
If you need assistance or reasonable accommodations through our recruiting process, please email us at *************************.
We will not be hiring candidates from agencies for this position.
Ultra High Net Worth Client Case Representative, Senior Associate
Senior associate job in Scottsdale, AZ
Are you passionate about delivering exceptional service and building meaningful relationships with sophisticated clients? Join Vanguard's Advice & Wealth Management Division as an Ultra High Net Worth (UHNW) Client Consultant, where you'll partner closely with Advisors and Relationship Managers to support some of our most valued clients. In this inbound phone-based role, you'll be the first point of contact for UHNW clients-providing differentiated service, resolving complex inquiries, and uncovering additional needs through thoughtful conversations. You'll use the Professional Selling Skills framework to deepen relationships and share critical insights with Relationship Managers in a pooled support model, contributing directly to our relationship management and sales strategy. This is more than a service role, it's a launchpad. This role offers a strong foundation in relationship management, sales, and investment expertise, with opportunities to grow and explore future roles within Advice Wealth Management-such as Relationship Manager, Advisor, or other advanced client support positions.
In this role, you will:
* Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance.
* Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers.
* Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions.
* Collaborate across teams to maintain and enhance the UHNW client experience.
* Document client and team feedback to support continuous service improvement with the business.
* Build expertise in Vanguard products, services, and industry trends to guide clients effectively.
What It Takes
* Minimum of three years' experience in Financial Services; client service experience preferred.
* Undergraduate degree or equivalent combination of training and experience.
* Active SIE and FINRA Series 7 license, and either the Series 66 or the ability to obtain the Series 66 within 90 days of joining.
* Ability to build trust and rapport with clients, using a consultative sales model to uncover needs and deliver meaningful solutions.
* Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund trade basics.
How We Will Support You
* Fully paid training and coaching to help you obtain required licenses.
* Dedicated onboarding to Vanguard's Advice & Wealth Management business and working model.
* Access to development resources, mentorship, and corporate learning opportunities-including support for professional designations such as the CFP-to help you build expertise and grow your career within Advice & Wealth Management
Qualifications:
* Minimum of three years related work experience in the Financial Services industry.
* Experience in client services preferred.
* Undergraduate degree or equivalent combination of training and experience required.
* This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
Why Vanguard
At Vanguard, we believe in supporting our "crew" personally through all life stages.
Total potential compensation for this role is $84,000-$92,000 ($70,000-78,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards.
In addition, Vanguard provides a competitive benefits package to all employees. Some of our benefits include:
* World class training and development programs to equip you with the tools to take the FINRA Series 7 and 66.
* A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses.
* An annual bonus (known internally as Partnership) based on company performance.
* 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO.
* Industry-leading retirement savings - up to 4% matched contributions, and 10% employer contribution without condition.
* Best-in-class medical, dental, and vision coverage with on-site health perks:
* CrewCare: our own onsite health-clinic for you and your loved ones.
* ShipShape: onsite fitness center.
* LYRA: a program to provide care for your emotional and mental health - how, when, and where you need it, at no cost to you.
* Education benefits including tuition reimbursement designed to support you in furthering your education.
* Strong parental leave, including adoption and surrogacy, benefits - because we know every family looks different!
For a deeper look into our benefits, please visit our Why Vanguard page!
Special Factors
Vanguard is not offering visa sponsorship for this position.
If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Please note, the credit and criminal check requirement does not apply to crew who are currently registered with FINRA.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Auto-ApplySenior Testing Associate
Senior associate job in Scottsdale, AZ
Key Responsibilities:
• Analyze business requirements and technical specifications for completeness, redundancy, ambiguity and testability. • Define and identify testing scope, risks, develop test designs, and prioritize test cases. • Able to give input on high level estimate for testing effort.
• Perform impact analysis of found defects based on detailed review of requirements, user-stories, and other key project artifacts.
• Build, understand, and execute test cases based on the software's function.
• Perform intensive testing of all new and existing programs to ensure they are free of errors and function as intended.
• Clearly document the results of system testing and report testing progress.
• Review test cases from other team members and provide constructive feedback.
• Perform various types of testing including regression, integration, and system testing.
• Recreate failures in support of production validation.
• Assist in determining proposed solutions for defects.
• Keeps up on the latest industry and consumer trends by attending educational workshops, reviewing professional publications, Internet research, establishing personal networks, and/or participating in professional societies.
Abilities:
• Excellent communication skills; interacts with external, as well as internal clients for the purpose of data gathering and test case writing. This includes both verbal and written communication skills.
• Ability to ensure all documentation is in order to facilitate audit requirements.
• Excellent documentation skills of test case results.
• Ability to work as part of a team towards a common goal with a flexible attitude.
• Excellent analytical skills and attention to detail.
• Strong analytical and problem-solving skills.
• Strong decision-making skills.
Salesforce Senior Associate
Senior associate job in Phoenix, AZ
Industry/Sector Not Applicable Specialism Salesforce Management Level Senior Associate At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
* Respond effectively to the diverse perspectives, needs, and feelings of others.
* Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
* Use critical thinking to break down complex concepts.
* Understand the broader objectives of your project or role and how your work fits into the overall strategy.
* Develop a deeper understanding of the business context and how it is changing.
* Use reflection to develop self awareness, enhance strengths and address development areas.
* Interpret data to inform insights and recommendations.
* Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Salesforce Consulting team you develop and implement scalable technical solutions that meet client requirements. As a Senior Associate, you guide and mentor junior team members while navigating complex challenges to deliver quality work and build meaningful client relationships.
Responsibilities
* Analyze and interpret data to provide actionable insights
* Develop strategies to enhance Salesforce applications
* Uphold professional standards and exemplary practices in consulting
* Proactively identify and address potential project risks
What You Must Have
* Bachelor's Degree
* 3 years of experience
What Sets You Apart
* Master's Degree preferred
* Certifications Preferred: Salesforce.com Certified Administrator, Salesforce.com Certified Developer, Salesforce.com Certified Sales/Service/Experience Consultant
* Demonstrating hands-on experience with Salesforce configuration
* Defining scalable technical solution architecture
* Translating customer requirements into working solutions
* Managing communication with development teams
Travel Requirements
Up to 80%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $77,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplySenior Audit Associate (Arizona)
Senior associate job in Phoenix, AZ
SENIOR AUDIT ASSOCIATE - ARIZONA (candidates can reside anywhere within the State)
Location: Must reside in Arizona (no exceptions). Candidates living in the following cities are strongly preferred, but it is not a requirement:
Phoenix, Tucson, Mesa, Chandler, Scottsdale, Glendale, Gilbert, and Tempe
Join a one-of-a-kind CPA firm that focuses on a real work/life balance. One of our newest and fastest-growing CPA partner firms located in Mesa, Arizona offers a culture that is focused on having fun at work while taking great care of their clients. They provide all levels of accounting and consulting services to the Governmental industry. For your talent, they offer a competitive compensation and benefits package in an environment that promotes camaraderie and teamwork.
We are currently seeking a Senior Audit Associate to provide exemplary service to the firm's growing client base of governmental clients. If you are a self-motivated, detail-oriented, and well-organized individual who works well independently and in a team environment, then
APPLY TODAY!
The Senior Audit Associate who joins our amazing team will be highly motivated and a desire to expand their knowledge of
Government Auditing Standards
. In addition, this individual will bring proven accounting and auditing experience, multi-client exposure, and the ability to excel in a dynamic, fast-paced environment. This role requires a detail-oriented professional who thrives in both team and client-facing settings and can adapt quickly to shifting priorities. Is that you?
Our Ideal Candidate:
Has 2 - 5 years of accounting / audit experience.
Has multi-client experience and the ability to work in fast-paced environment with shifting priorities.
Works well in a team environment: excellent interpersonal and collaboration skills, ability to respond and exceed client expectations promptly and professionally.
Attentive-to-detail and able to meet hard deadlines without exception.
Working knowledge of Microsoft Office suite.
Ability to effectively work remotely and on-site when required.
Ability to recognize and protect confidential and sensitive information and exercise strict discretion when disseminating or sharing information.
Responsibilities may include and are not limited to:
Become familiar with current accounting principles and auditing techniques.
Assume responsibility for various aspects of an audit.
Provide accurate, timely, and relevant recording, reporting, and analysis of financial information.
Identify and communicate engagement issues as well as engagement progress in a timely and organized manner.
Assist with preparation of financial statements, footnote disclosures and management letters.
Assist with preparing not-for-profit tax filing requirements.
Handle sensitive information in a confidential manner.
Coach and mentor lower-level audit staff, and review their work.
Job Type: Full-time
Work Arrangement: In-office / at the client site
Opportunity to work Remote or Hybrid: No
Hours: This position operates as part of a US Southwest-based team, with typical working hours aligning with MST (Mountain Standard Time) to facilitate effective collaboration.
Compensation: This position offers a competitive salary range of $70K - $85K annually, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:
Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.
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Auto-ApplySenior Associate, Procurement (BESS, Inverter and HV)
Senior associate job in Scottsdale, AZ
About Arevon
Arevon is a U.S. energy leader committed to powering America with affordable, reliable, and secure homegrown energy. Headquartered in Scottsdale, Arizona, and with a regional office in New York City, the company's experienced and dedicated staff develops, finances, builds, owns, and operates renewable energy projects nationwide. With a strong track record in utility-scale solar and energy storage, Arevon is a trusted partner to utilities and businesses seeking cost-effective, sustainable energy solutions. By prioritizing American manufacturing and domestic energy production, the company invests in U.S. jobs, strengthens local economies, and advances the country's energy independence.
The Position
Arevon is recruiting for the position of Senior Associate, Procurement (BESS, Inverter and HV), an outstanding opportunity for individuals seeking an exciting, high-growth work environment in one of the most important industries for the 21st century.
Key Responsibilities
The Senior Associate, Procurement will support Arevon's +10 GWh development and 1 GWh operating BESS portfolio. The selected candidate will report to the Technical Procurement Manager and have cross functional interaction with Development, Origination, Engineering, Construction, M&A, and Operations teams.
The position's primary focus will be to lead the procurement for Battery Energy Storage (BESS), PV/BESS Inverters and High Voltage (GSU, MVT and Circuit Beaker) Equipment. The ideal candidate is expected to possess product technical knowledge and market intel along with the commercial expertise to support the outlined equipment scope for utility scale BESS and PV projects.
The responsibilities of the Senior Associate, Procurement include but are not limited to:
Lead technology evaluation and benchmarking of BESS, Inverters and HV equipment to align with Arevon' s Approved Vendor List requirements.
Develop and execute procurement strategies aligned with equipment, technical requirements, project timelines and cost targets.
Develop pricing, BESS augmentation, supply chain due diligence and key commodities forecast models to drive business decisions.
Manage risk by identifying supply chain constraints, geopolitical issues and lead times for major equipment.
Collaborate with engineering and project teams to influence equipment specifications, identify value engineering opportunities, and manage lead times.
Understand risk profile for BESS, Inverter and HV equipment contracts to support contracts team in negotiating favorable commercial terms and conditions (pricing, payment terms, performance guarantees, warranty, delivery schedule, etc.)
General understanding of safe harbor procurement strategies to meet eligibility for BESS/PV Investment Tax Credit (ITC) and Production Tax Credit (PTC).
Develop equipment assumptions and bid strategies for M&A and greenfield projects.
Build and maintain strategic relationships with equipment and services suppliers.
Conducting manufacturing facility site visits to witness production and equipment testing.
Attend industry events and conferences to gather policy and market intelligence.
Required Qualifications
BS degree in engineering required (electrical engineering preferred).
3-4 years of utility-scale BESS/PV experience or equivalent combination of education and directly related experience.
Comprehensive understanding of technical and commercial aspects of BESS, Inverter and HV equipment.
Proficiency in supply chain management and procurement principles.
Proficiency with Excel and PowerPoint is a must (Power BI, Tableau, and/or other data visualization platforms considered an asset).
Strong analytical, problem-solving and decision-making skills.
Preferred Qualifications
Working knowledge of applicable standards (UL, IEEE, IEC) for BESS, Inverter and HV equipment preferred.
Why Join Arevon?
We believe you should love what you do and love where you work, which is why we offer a wide range of benefits to support your personal and professional well-being.
Competitive Compensation and Incentives
Generous Paid Time Off
Flexible Work Environment
401(k) Plan with 6% Company match
Tuition Reimbursement Program
Paid Parental and Caregiver Leave
Inspiring Company Culture
Professional Development Opportunities
Equal Opportunity Employer Statement
Arevon is an equal opportunity employer committed to fostering a diverse and inclusive workplace. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. We encourage candidates of all backgrounds to apply.
Auto-ApplySenior Associate, Assurance
Senior associate job in Tempe, AZ
Description & Requirements The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements.
What You Will Do:
* Perform detailed audit procedures over various income statement and balance sheet accounts
* Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks
* Deliver exceptional client service that exceeds expectations through timely, unmatched support while cultivating strong relationships as a trusted advisor and partner in their success
* Collaborate proactively with key client management to identify issues and recommend practical solutions.
* Take ownership of assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes
* Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation.
* Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge
* Support the proposal process for prospective clients by contributing insights and helping articulate the firm's capabilities and areas of expertise.
* Collaborate on Forvis Mazars-sponsored technical publications and contribute to internal learning and development sessions to share knowledge and foster team growth
* Represent the firm at campus recruiting events, engaging with top-tier university talent to promote the company's brand, share career opportunities, and support early talent acquisition initiatives
Minimum Qualifications:
* Bachelor's Degree in Accounting or related field
* 2+ years of relevant audit experience
* Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy.
* Proficiency in Microsoft Office Suite
* Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Preferred Qualifications:
* Master's Degree in related field
* Current and valid CPA (Certified Public Accountant) license
* Experience with Caseware software for financial reporting and audit documentation
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Senior Analytics Solutions Associate
Senior associate job in Tempe, AZ
Data Security Investigations is responsible for identifying and analyzing employees viewing and taking action on JPMorgan Chase deposit accounts, debit cards, and credit cards in order to identify internal fraud and/or code of conduct violation. Our business unit utilizes a wide range data sources, processes, and tools that requires a high level of confidentiality and complexity. The team provides a feed of its findings into to Global Security and Investigations, Human Resources, Legal and Risk.
As a Senior Analytics Solutions Associate in the Data Security Investigations team, you will develop and enhance internal frisk strategies to identify potential internal fraud/code of conduct incidents, contribute and implement updates for technical processes and functions in order to increase business efficiency, improves analysis capabilities. You will develop new report strategies developed in SAS and will need to understand how inputs and outputs are generated within a wide range of data repositories, perform statistical analysis in order to determine the appropriate criteria and thresholds and perform root cause analysis to validate the accuracy of the criteria. Additionally, your function will synthesize large volumes of data and provide systemic enhancements to the risk strategies, monitoring tools, new report and process development, as well as troubleshoot system and reporting issues.
Job Responsibilities:
Create report strategies through SAS coding in order to deploy new risk strategies.
Update design or data in production report, change to schedule, compiling data for report, refresh report, report generation, distribution.
Resolve defect resolution, access administration, unplanned break fix, resolve data issues, training, user support.
Perform Ad Hoc Reporting Requests: One-off queries, answering one-time business questions, point in time request, non-production reporting.
Conduct in-depth and detailed oriented business analysis to provide insights/root causes for business performance and identify new operational and process opportunities.
Perform Data Analytics: General analysis of business, general data analysis, support for ad hoc analytic requests, business case development
Perform Process Monitoring and Analytics: Information gathering, time and motion analysis, data exploration.
Own and coordinate multiple projects with competing priorities
Identify opportunities, understanding business requirements, collecting / analyzing data, validating and making recommendations
Present analyses / recommendations in verbal and written form to executive leadership and business partners including Risk, GS&I, HR, and Legal.
Required Qualifications, Capabilities and Skills:
Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Operations Research or similar) or related work experience demonstrating abilities and knowledge.
2+ years of SAS//Python programming experience.
3+ years of relevant analytics experience especially in Retail banking and Cards in strategic analytics/ Data Analytics within Banking / Financial Services / Analytics industry
Extensive experience in SAS and SQL, and databases such as Oracle GOS/Snowflake/Teradata
Strong analytical, technical and statistical skills.
Ability to synthesize / analyze diverse and large amounts of data, develops recommendations, and makes decisions.
Project Management Skills -- well-organized, structured approach.
Ability to achieve tight timelines on complex deliverables, also manage and prioritize projects across cross-functional groups.
Strong communication and interpersonal skills, ability to interact with individuals across departments / functions and with senior-level individuals.
Self-starter, works well independently and as a team player
Must be adaptable to changing work priorities to address fast-moving fraud trends
Preferred Qualifications, Capabilities and Skills:
Alteryx and Tableau experience a plus
Work Schedule: Monday - Friday, 8:00 am - 5:00 pm | Hybrid: In-Office 3 days
This position is not eligible for visa sponsorship.
Auto-ApplySenior Associate, Restructuring
Senior associate job in Scottsdale, AZ
Restructuring Senior Associate, Alvarez & Marsal Scottsdale Office Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
As a Restructuring & Turnaround Senior Associate, you will have the opportunity to work alongside professionals recognized as authorities across a diverse set of industries, and with the guidance of the most talented restructuring practitioners, you will drive changes that preserve and create value, impacting the world's most recognized organizations, and their people.
How you will contribute
You will be working closely with companies across a variety of industries to help underperforming businesses navigate their restructuring process and create a lasting positive impact on the organization.
We advise on every aspect of the restructuring process - from the strategy, to cash conservation/liquidity management, to business plan development and implementation - providing you with a wide range of experiences and projects. Leveraging your resourcefulness and independent judgment, you will help develop solutions to critical problems to improve an organization's overall performance and enterprise value by developing and executing restructuring and turnaround plans. You will be applying your analytical skills and deep understanding of accounting and finance to a diverse range of projects in turnaround, restructuring, bankruptcy and performance improvement. Your involvement with these projects will typically include:
* Building and managing 13-week cash flow forecast.
* Building a liquidation analysis to address feasibility of Plan of Reorganization.
* Working with client to create a long-term business plan in order to track and manage business performance, manage working capital, and implement cost reduction initiatives.
* Implementing cash conservation strategy and controls.
* Developing pre-bankruptcy plans and assisting with bankruptcy case administration, which includes supporting the handling of creditor constituents and preparing bankruptcy documents.
* Supporting marketing initiatives by assisting with the pitch preparation process.
* Leading a work stream within a project and coaching and mentoring junior resources.
Working as a partner to our clients by building consultative relationships, you will develop an in-depth understanding of the client's processes, financial positions and key operational performance drivers to surface and address key issues, from the big picture to the smallest details. Relying on your ability to communicate and problem solve; you will present your analyses and insights to a variety of audiences.
At A&M you will have the opportunity to work on the most disruptive restructuring and turnaround projects in the industry and the world. You will be working alongside senior management and a team of experienced A&M professionals from a variety of backgrounds that bring a wealth of industry depth and knowledge. Relying on your ability to effectively handle pressure in stressful situations and prioritize multiple work streams, you will work in a fast paced, deeply collaborative team environment. You will build rapport and develop credible relationships with clients, legal counsel and investment bankers, and be relied on to proactively communicate with your team, external parties and client leadership.
Qualifications
* At least 6+ years of work experience in corporate restructuring, investment or commercial banking, and/or consulting or corporate positions with a financial or accounting focus, 4+ years of which is direct restructuring experience.
* BA/BS degree and/or MBA/MS in Accounting, Finance, or other related analytical fields.
* Advanced Microsoft, PowerPoint, and Word skills a must.
* Professional certifications such as Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications preferred.
* Understanding of the fundamental aspects of Chapter 11 proceedings.
* Advanced level of experience in financial modeling with ability to build 13-week cash flow forecast and 3-statement financial models with limited oversight.
* Excellent organizational and problem-solving skills.
* Excellent verbal and written skills, with the ability to communicate with all levels of client personnel.
* Commitment to living A&M's cultural values: integrity, leadership, objectivity, inclusive diversity, and fun.
* Team player who can excel in a fast-paced, entrepreneurial, challenging work environment.
* Willingness to travel 100%.
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $160,000 - $185,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
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Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Audit Senior Associate
Senior associate job in Phoenix, AZ
As an Audit Senior Associate, you'll listen to learn about your client's operations, processes, business objectives, and risks, and apply that knowledge to enhance the financial statement audit - all with the resources, environment and support to help you excel. You'll build relationships with your clients and your engagement team, and use our world-class audit technology to work collaboratively, solve smarter, and improve the client's overall financial reporting process. From day one, you'll be empowered with access to firm leaders and mentors, training programs, resource groups, team-based communities, and growth opportunities to help you develop your career and achieve more, confidently.
Your day-to-day may include:
Listening and communicating clearly with clients about engagement expectations, as well as informing them about accounting, financial and regulatory developments that may affect their organization
Planning, executing and completing financial statement audits while managing the budget; performing an in-charge role as needed
Training and supervising audit associates and interns and providing consistent, regular feedback
Working with the team to design audit procedures using audit technology and innovation tools. Researching accounting & auditing matters and documenting conclusions.
Working at a client site, with your team in the office or remotely. We empower teams to listen first to expectations of clients and teammates; then you and your team can determine when and where to work. No matter when or where, you will have the support you need to thrive
Representing Grant Thornton at recruiting and professional networking events
Building your technical and professional skills through formal training
Other duties as assigned
You have the following technical skills, qualifications and abilities:
Bachelor's degree in accounting, economics, finance, mathematics, or related disciplines
Minimum of two years of progressive public accounting experience with in-charge auditing
Meeting education requirement for CPA certification in the state where you are applying for employment
Analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards
Can manage multiple engagements and competing priorities
Value teamwork, are agile and know the power of building strong relationships
Are curious about or have exposure to automation and digitization tools as part of audits or in the professional services environment
Can travel as needed (Travel expectation: up to 25%)
Excellent verbal and written communication skills
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