Senior Associate, Anti Money Laundering/Prevention/Know Your Client
Senior associate job in Pittsburgh, PA
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Senior Associate, Anti Money Laundering/Prevention/Know Your Client to join our team. This role is located in Pittsburgh, PA - Hybrid.
In this role, you'll make an impact in the following ways:
Serves as the last line of accuracy assurance for client reports.
Conducts a thorough quality review of basic client reports to ensure all information in the policy is accurately reflected in the profile.
Reviews complex client reports to ensure all information in the policy is accurately reflected in the profile.
Reviews profiles that have been flagged for escalation during the profile renewal process.
Amends client profiles when appropriate.
Maintains a current understanding of global issues, risks and events that could affect a client's risk level.
Identifies and updates profiles when appropriate.
Communicates with internal stakeholders and external clients in order to resolve any issues, as needed.
No direct reports.
May provide guidance to less experienced staff.
Contributes to the achievement of team goals.
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required.
5-7 years of total work experience preferred.
Experience in Know Your Customer (KYC) / anti-money laundering requirements, fraud or law preferred.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Senior Associate, Client Processing
Senior associate job in Pittsburgh, PA
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Senior Associate, Client Processing to join our Wealth Management Division. This role is located in Pittsburgh PA.
In this role, you'll make an impact in the following ways:
Lead the end-to-end investment management reconciliation process-overseeing trade, position and cash reconciliations across multiple asset classes-and own the workflow management lifecycle from task assignment through SLA monitoring, exception tracking and timely escalation
Serve as Issue Resolution Lead: coordinate cross-functional stakeholders to drive root-cause analysis, clear breaks and exceptions, implement corrective action plans and continuous process improvements to strengthen controls and reduce recurrence.
Provide complex analytics and reporting services, working to improve and automate Client Processing systems
Manage moderate to complex external client issues and directly advise other organizational units/teams to ensure timely delivery of service or resolution of issues
Meet with organizational units/teams to ensure problems and issues are addressed appropriately and resolved in a timely manner
Participate in product development, product enhancement, and system testing to ensure products continue to accurately and efficiently process high value transactions
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience
5-7 years of total work experience preferred
Experience in brokerage processing preferred
Applicable local/regional licenses or certifications as required by the business
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Senior Software Associate
Senior associate job in Columbus, OH
Job Title: Java Engineer
Contract to hire
Must Have: Java 17, JavaScript, React.JS, Springboot and AWS (Public cloud), Microservices
Nice to Have: MongobDB, Kubernetes and Dockers.
Job Description:
Software development, writing code and unit tests.
Developing new features and maintaining existing code.
Modernising an existing risk application to AWS public cloud.
Participate in design, estimation, support testing and deployment
3 must have skills:
Java SpringBoot, React.JS/Next.JS, AWS
3 nice to have skills
MongoDB, SQL, Docker/Kubernetes
Additional Skills:
AWS Public Cloud, DevOps, React.JS, Docker
Senior Insurance Associate
Senior associate job in Lower Gwynedd, PA
This position requires a highly motivated and experienced Loan Servicing professional who will partner with our Insurance Servicing and Loan Administration departments. The individual will be responsible for performing various research functions for a variety of areas in Operations/Servicing. The individual will be responsible for having a high-level understanding of all functions within servicing and will assist with procedure reviews and implement more efficient processes. They will Interact with various stakeholders (borrowers, investor clients and loan officers). Inclusive of our clients, they will interact with Master Servicers, legal counsel, internal and functional area team members. Responsibilities in accordance with policies and procedures, industry standards, loan documents, and servicing agreements. This position is to serve as the central point of contact for procedural review, research and overall process improvements for the operations/servicing teams. They will address and respond to normal and customary questions and inquiries from clients. The position is in Lower Gwynedd, PA on a hybrid basis.
Essential Duties and Responsibilities
Manage approximately 50-70 insurance claims from beginning to completion - working with borrowers, adjusters, insurance agents, Master Servicers, Lenders/Investors and other interested parties
Manage the administration of Newmark's Lender-Placed & REO Insurance programs
Conduct quality reviews of all insurance packages submitted by third-party vendors
Read and interpret loan documents to determine requirements for Newmark portfolio of loans
Work with all applicable functional business units to ensure compliance with loan document requirements and borrower requests on all servicing systems
Support the Insurance Compliance Department with annual audit reviews from various stakeholders and investors
Annual Procedure review (high level and process mapping) and coordination with team members for updates
Identifying Process inefficiencies and offer alternative solutions to management
System testing (as needed, including occasional weekends)
Interaction and communication with other departments
Interface with customers, vendors, and internal team members to resolve issues as appropriate
Other duties as required based on need
Core Competencies
Ability to learn and understand multiple servicing processes quickly
Follow established policies and procedures; update procedure documentation as requested
Interpret and utilize policies and procedures, investor guides and loan documents
Recognize, escalate and resolve risk issues related to day-to-day processes, as they arise
Strong written and verbal communication skills
Initiative in identifying, designing, and implementing process improvements in day-to-day duties
Ability to problem solve and communicate with others at all levels - internally and externally
Must display a high degree of initiative, task ownership and attention to detail
Must be willing and able to research and resolve matters as new issues arise
Ability to work productively and multitask under minimal supervision
Possess excellent collaboration skills
Ability to work in a time sensitive environment.
Flexibility and ability to respond to rapidly changing priorities, work productively in a fast-paced, evolving work environment
Highly developed computer skills, specifically using MS Excel, Word, Power Point, and AI applications
Pro-active team player
Strong interpersonal skills: ability to work in and support a team environment
Ability to organize and prioritize projects, complete multiple tasks on schedule, and function as a committed team player
Take ownership of their training development and growth
Bachelor's Degree from an accredited institution
1-3 years related work experience, preferably in mortgage banking or servicing
Knowledge of Freddie Mac and Fannie Mae servicing platforms such as DMS, PRS, and MAMP is a plus
A state issued insurance license is desirable, but not required
Data Protection and Privacy Senior Associate - Business Process Reviews
Senior associate job in Akron, OH
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Ethics, Compliance, and Risk Management (ECRM) supports our people in managing the risks that arise during our daily working lives. We work closely with all parts of the organization to identify, manage and monitor risk, providing coordinated advice and assistance on independence, conflicts, compliance, regulatory, policy, security issues, as well as dealing with claims and any queries regarding ethics.
**The opportunity**
We are operating in an increasingly connected world that is changing how to manage risk. With fast-paced technology advancements, new innovations within emerging technologies, and an ever-challenging regulatory environment, it is business critical for our organization to identify not only the risks but the opportunities these present to us. As a Data Protection & Privacy Senior Associate, you will support processes within the Ethics, Compliance, and Risk Management (ECRM). Our brand depends on it. It's all part of our long-term commitment to building a better working world and in return, you can expect plenty of opportunities to take on new responsibilities and develop your career.
**Your key responsibilities**
As part of the EY Americas Data Protection (Confidentiality, Data Privacy) function, you will maintain visibility over and perform data protection due diligence activities around business processes and processing activities (i.e., Activity Privacy Impact Assessments (APIAs)). You will help to interpret data protection and privacy laws and policies, determine required actions to standard and non-standard situations, and make recommendations based on firm guidance, professional standards, subject matter expertise, and acquired experience.
**Skills and attributes for success**
+ Supports the Compliance function of the Data Protection program as needed, including but not limited to:
+ Conducting data protection due diligence reviews of business processes and data processing activities in order to enable EY compliance with legal/regulatory, EY firm, and EY client data protection and privacy requirements,
+ Developing procedures operationalizing data protection compliance measures, and monitoring and assessing adherence to implemented controls,
+ Collaborating with various functions within the organization, such as Talent, Finance, Service Line Quality, and business teams to maintain visibility over evolving and new processing activities and bake in Data Protection compliance measures as appropriate, and
+ Creating reports on various data protection compliance activities to be delivered to key program stakeholders, including senior leaders within the organization;
+ Assists the Data Risk Management function of the Data Protection program as needed, including but not limited to:
+ Documenting, conducting, and assisting others with investigations of data incidents (i.e., instances of loss, theft, or inappropriate disclosure of confidential/personal information); collaborating with clients, internal functions, and EY service lines to understand root cause, assess impact, and develop remediation plans, and
+ Developing and maintaining EY confidential and personal information inventory, in partnership with EY internal functions and service lines, to understand types of information that require protection and to fulfil data protection regulatory requirements (e.g., Records of Processing Activities (ROPA)).
+ Continuously maintains and expands knowledge of field of expertise and communicates new developments and resulting impact to program stakeholders and team members; and
+ Participates in various ad-hoc Data Protection and Privacy projects, as needs develop.
**To qualify for the role, you must have**
+ Strong verbal and written communication skills
+ Solid understanding of relevant firm business and area wide data protection issues and concerns
+ Strong problem-solving skills
+ Flexibility and the ability to take the initiative
+ Ability to right-size risk
+ Strong research skills
+ Strong project management skills; ability to successfully handle multiple tasks
+ Good working knowledge of information systems and common software packages
+ Bachelor's degree or equivalent work experience; Graduate degree or Juris Doctorate preferred
+ 1-4 plus years related experience
**Ideally, you'll have**
+ Ability to reference existing firm data protection and privacy policies as well as knowledge and experience to review complex situations and assist in proposing solutions
+ Strong knowledge of relevant global, national, and local data protection laws, regulations, and standards, as well as familiarity with other risk management initiatives outside of their specific area
+ Sound understanding of high-level technology trends and issues surrounding data protection
+ Privacy certification from ISACA or the International Association of Privacy Professionals (e.g., CIPP, CIPM, CDPSE, AIGP)
**What we look for**
We're interested in people that will be able to right-size risk and recommend creative solutions to complex problems, as well as make significant contributions to complex Risk Management projects.
**What working at EY offers**
We offer a competitive compensation package where you'll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 18 days of paid time off with additional time based on your level and years of service plus 12 observed holidays, and a range of programs and benefits designed to support your physical, financial and social well-being.
**About EY**
As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.
**If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.**
**Join us in building a better working world. Apply now.**
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $71,700 to $130,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $86,000 to $147,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
Consumer Credit Risk Sr. Associate
Senior associate job in Harrisburg, PA
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Consumer Credit Risk Sr. Associate is responsible for risk analysis and independent oversight of credit quality of assigned portfolios. They are responsible for all aspects of credit quality including compliance with requirements of regulators and internal control and will recommend opportunities and proposed resolutions for improved efficiency, effectiveness, and/or risk reduction for the department.
* Ensures adherence to the policies and procedures established by the company. Manages policy, standard definition and monitoring of policy, standard implementation, ensuring harmonization and consistency of risk policies.
* Monitors and manages risk/exposure and compliance with the company's policies. Identifies, manages and reports on the company's risk areas.
* Evaluates the adequacy and effectiveness of data, document retention, and monitors systems.
* Oversees and ensures consistent quality control, accuracy, and compliance with internal policies and regulatory requirements for reporting processes.
* Ensures and executes ongoing maintenance of controls, mitigation plans, testing, and/o credit risk assessments.
* Partners with the accountable business owner for effective 1st and 2nd line of defense Risk Management and Controls.
* Provides oversights on risk-management content/processes
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Education: Bachelor's Degree or equivalent work experience.
* Work Experience: 9+ years in Credit RIsk in the Banking or Financial Services Industry.
* Advanced Proficiency with SQL, Python and Power BI required.
* Advanced knowledge of the operational, accounting, credit, regulatory, market and technological risks within Financial Industry.
* Demonstrated knowledge of credit policies and procedures, regulations and applicable law(s).
* Demonstrated credit analysis skills for understanding/tracking counter party performance and market risk & modeling skills for evaluating trade positions and the related counter party risk exposures.
* Demonstrated track record interacting with the regulators, external and internal audit.
* Superior project management skills.
* Excellent written and verbal communication.
* Ability to interact with all levels of management, work independently and in a team environment.
Certifications:
* No Certifications listed for this job.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$101,250.00 USD
Maximum:
$185,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Auto-ApplySenior Audit Associate
Senior associate job in Cincinnati, OH
The Audit Senior Accountant will perform accounting processes on a variety of engagements, such as audits, reviews and compilations of financial statements for a variety of industries. Locations - Cincinnati, Columbus, Toledo Audit Senior Accountant The Audit Senior Accountant will perform accounting processes on a variety of engagements, such as audits, reviews and compilations of financial statements for a variety of industries. Locations - East Lansing, Cincinnati, and Miami Valley. Major Responsibilities:
Prepare and/or proof financial statements
Prepare work paper documentation according to the Firm's standards
Perform client inventory observations when applicable
Become familiar with:
The Firm's policies and procedures
Firm computer hardware and software
The service the Firm provides
Perform other duties as required or assigned
Ability to work full-time (plus overtime) from January through April 15
Required Experience:
Bachelor's degree in Accounting or a related field
Previous professional work or internship experience in public accounting or related field
CPA preferred, qualified to sit for the CPA examination
Ability to apply knowledge obtained by a bachelor's degree in Accounting
A willingness and ability to work independently and in a team environment
Excellent interpersonal skills
Excellent oral and written communication skills
Excellent attention to detail
Proficient with MS Office Suite
Senior Associate NonRev
Senior associate job in Lower Gwynedd, PA
This position requires a highly motivated and experienced Loan Servicing professional who will partner with our Insurance Servicing and Loan Administration departments. The individual will be responsible for performing various research functions for a variety of areas in Operations/Servicing. The individual will be responsible for having a high-level understanding of all functions within servicing and will assist with procedure reviews and implement more efficient processes. They will Interact with various stakeholders (borrowers, investor clients and loan officers). Inclusive of our clients, they will interact with Master Servicers, legal counsel, internal and functional area team members. Responsibilities in accordance with policies and procedures, industry standards, loan documents, and servicing agreements. This position is to serve as the central point of contact for procedural review, research and overall process improvements for the operations/servicing teams. They will address and respond to normal and customary questions and inquiries from clients. The position is in Lower Gwynedd, PA on a hybrid basis.
Qualifications
Bachelor's Degree from an accredited institution
1-3 years related work experience, preferably in mortgage banking or servicing
Knowledge of Freddie Mac and Fannie Mae servicing platforms such as DMS, PRS, and MAMP is a plus
A state issued insurance license is desirable, but not required
Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Essential Duties and Responsibilities
Manage approximately 50-70 insurance claims from beginning to completion - working with borrowers, adjusters, insurance agents, Master Servicers, Lenders/Investors and other interested parties
Manage the administration of Newmark's Lender-Placed & REO Insurance programs
Conduct quality reviews of all insurance packages submitted by third-party vendors
Read and interpret loan documents to determine requirements for Newmark portfolio of loans
Work with all applicable functional business units to ensure compliance with loan document requirements and borrower requests on all servicing systems
Support the Insurance Compliance Department with annual audit reviews from various stakeholders and investors
Annual Procedure review (high level and process mapping) and coordination with team members for updates
Identifying Process inefficiencies and offer alternative solutions to management
System testing (as needed, including occasional weekends)
Interaction and communication with other departments
Interface with customers, vendors, and internal team members to resolve issues as appropriate
Other duties as required based on need
Core Competencies
Ability to learn and understand multiple servicing processes quickly
Follow established policies and procedures; update procedure documentation as requested
Interpret and utilize policies and procedures, investor guides and loan documents
Recognize, escalate and resolve risk issues related to day-to-day processes, as they arise
Strong written and verbal communication skills
Initiative in identifying, designing, and implementing process improvements in day-to-day duties
Ability to problem solve and communicate with others at all levels - internally and externally
Must display a high degree of initiative, task ownership and attention to detail
Must be willing and able to research and resolve matters as new issues arise
Ability to work productively and multitask under minimal supervision
Possess excellent collaboration skills
Ability to work in a time sensitive environment.
Flexibility and ability to respond to rapidly changing priorities, work productively in a fast-paced, evolving work environment
Highly developed computer skills, specifically using MS Excel, Word, Power Point, and AI applications
Pro-active team player
Strong interpersonal skills: ability to work in and support a team environment
Ability to organize and prioritize projects, complete multiple tasks on schedule, and function as a committed team player
Take ownership of their training development and growth
Auto-ApplySP - Senior Associate Broker
Senior associate job in Akron, OH
Job ID 217329 Posted 17-Nov-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage **About the Role:** As a CBRE SPQREA- Senior Associate, you will be responsible for developing business, marketing commercial real estate properties, and negotiating the leasing terms, purchase, or sale of an asset on behalf of clients.
This job is part of the Brokerage job function. They are responsible for the buying, selling, and letting of residential, office, and commercial properties on behalf of clients for occupation.
**What You'll Do:**
+ Secure new and expanded business opportunities through prospecting, networking, relationship building, and selling additional services to the current client base.
+ Provide clients with pertinent information on leasing availability, current market conditions, and property values.
+ Accompany prospective clients to property sites to discuss features, leasing rates, and terms.
+ Assemble property data for such as tenant surveys, summary reports, maps, etc.
+ Prepare RFPs and review responses. Evaluate data and prepare specialized reports on average asking rents, tenants in the market, historical data, and market comparisons.
+ Gather and coordinate materials necessary for transactions such as listing agreements, commission agreements, leases, and sales agreements. Prepare offers, term sheets, and lease amendments.
+ Assist attorneys in preparing real estate contracts. Participate in negotiations and due diligence.
+ Have some knowledge of standard principles with limited practical experience in applying them.
+ Lead by example and model behaviors that are consistent with CBRE RISE values.
+ Impact the quality of own work.
+ Work within standardized procedures and practices to achieve objectives and meet deadlines.
+ Exchange straightforward information, ask questions, and check for understanding.
**What You'll Need:**
+ Bachelor's Degree preferred with up to 3 years of relevant experience.
+ Ohio Real Estate License is strongly preferred.
+ Ability to use existing procedures to solve standard problems.
+ Experience with analyzing information and standard practices to make judgments.
+ In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
+ Organizational skills with a strong inquisitive mindset.
+ Intermediate math skills. Ability to calculate difficult figures such as percentages, fractions, and other financial-related calculations.
+ Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
100% Commission
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Building Enclosure Senior Associate
Senior associate job in Brooklyn Heights, OH
Responsibilities ECS is seeking a Building Enclosure Senior Associate to join our Midwest Facilities team in Cleveland, OH. The Senior Associate is responsible for managing building enclosure projects and serving as lead technical consultant on building enclosure investigations, assessments, commissioning, and testing.
Responsibilities
* Testing and consulting services for the built environment, property condition assessments, specialized testing, building enclosure consulting, forensic investigation analysis, and design of repairs to existing structures, among other facilities-related services
* Management of projects including but not limited to:
* Inspections of Building Enclosures
* Building Enclosure Testing
* Building Enclosure Assessments
* Air Leakage Testing
* Construction Quality Assurance Observations
* Roofing Assessments
* Design Specification Review
* Field Performance Testing
* Building Enclosure Commissioning Consulting
* Exhibiting responsibility, organization, reliability, time management, and self-motivation
* Preparing reports and proposals
* Overseeing field work and report preparation
* Maintaining and develop a client database
* Managing budgets and prepare invoices
* Mentoring other staff
* Conduct reviews, coaching, and training as needed
* Maintaining appropriate staffing levels
* Promoting a safe workplace and proper use of PPE
Qualifications
* BS or MS in Civil Engineering, Architecture (NCARB), Civil (Structural) Engineering, or Architectural Engineering preferred
* 6+ years of relevant professional experience
* Licensed or certified as at least one of the following preferred:
* Professional Engineer (P.E.), Registered Architect (R.A.), International Institute of Building Enclosure Consultants (IIBEC) offered RRC, RWC, REWC, RBEC, CBECxP, University of Wisconsin‐Madison offered BECxP and CxA+BE
About Us
ECS Group of Companies (ECS) was founded in 1988 with the goal to raise the standards of professional engineering consulting. Today, we are a leader in geotechnical, construction materials, environmental and facilities consulting services. We are employee-owned with more than 3,000 employees in 100+ offices and testing facilities coast to coast. ECS is currently ranked #66 in Engineering News-Record's Top 500 Design Firms (April 2025), #148 in Engineering News-Record's Top 200 Environmental Firms (October 2025) and #50 in Zweig Group's Hot Firm List (May 2025). For additional information about ECS, visit: *******************
Auto-ApplySenior M & A Associate - 5 + years law firm experience
Senior associate job in Canton, OH
Have you always outworked everyone on every team you have ever been on? Are you analytical, research-persistent, and the definition of self-sufficiency? Are you a meticulous and exacting perfectionist who notices the details when others don't? Do you know that “good enough” is never good enough? If so, keep reading… Buckingham, Doolittle & Burroughs, LLC is a full-service law firm with offices located in in Akron, Canton, and Cleveland. Founded over 100 years ago, Buckingham is a fixture of the community, and its attorneys are nationally recognized and award-winning. While well-established, we are growing and actively seeking an M&A Associate. The ideal M&A Associate will have the opportunity to become a key piece of our rapidly growing mergers and acquisitions business unit. You will have the opportunity to work on sophisticated transactions, representing top tier clients while enjoying the close-knit culture and hands-on experience that only a firm like ours can offer. The role includes collaborating directly with Buckingham partners and firm clients on a wide variety of complex matters. The essential job functions are:
Lead and support high-profile M & A transactions, including acquisitions, mergers, joint ventures, and complex deals;
Advise clients on strategic matters, including negotiating terms, structuring deals, and advising on Rep & Warranty Insurance (RWI) and other key deal elements;
Handle key documents such as purchase agreements and disclosure schedules;
Own the due diligence process and manage client relationships from start to finish;
Advise on M&A and business entity governance matters;
Consult on choice of entity and creating and restructuring business entities;
Our ideal candidate will possess the following qualifications:
5+ years of experience in a law firm or in house legal department;
Ability to work effectively with teams and independently, as well as manage and prioritize multiple projects;
Candidate must be licensed or attain license to practice law in the State of Ohio.
If you want your voice to be heard; if you want direct access to partners and shareholders from the start; if you want to join a team that will actively work to grow you personally and; if you want your work to matter and to see the impact of your effort while having an expedited path to grow your career, then you should talk with us about the M&A Associate Role!
Supply Chain Sr. Associate
Senior associate job in Easton, PA
+ The ideal candidate brings several years of practical supply chain or warehouse operations experience, including receiving, documentation management, inbound/outbound coordination, and ERP transaction execution preferably within GMP, biotech, medical device, or other regulated environments.
+ They are technically strong with SAP or similar ERPs, fluent in Smartsheet and Excel, and capable of managing high-volume data with precision and accountability.
+ This individual demonstrates structured problem-solving skills, especially in reconciling discrepancies between WMS and ERP systems, and can articulate clear examples of troubleshooting transactional failures or exceptions.
+ They thrive in evolving, startup-like operational settings, maintain strong communication and documentation habits, and bring a positive, resilient, team-first attitude. On-site reliability is essential for this execution-heavy, hands-on role.
**Responsibilities:**
+ Own and manage the raw materials receipt tracker solution to provide real-time visibility of receipt lifecycle status and quality workflow stages.
+ Develop, maintain, and monitor incoming purchase orders and inbound shipment schedules to ensure on-time material availability.
+ Create and coordinate weekly outbound schedule including delivery creation, quantity and inventory status investigation, transportation scheduling, and coordination with 3PL.
+ Manage all shipping and receiving documentation, ensuring accurate execution of GMP processes, records, and data entry.
+ Support and execute the on-site operations strategy in partnership with 3PL local leadership, manufacturing sites, planning, and transportation teams.
+ Lead and oversee integration activities between SAP and LSP systems; prepare and present governance deliverables including monthly dashboards, scorecards, KPIs, and performance metrics.
+ Lead and/or participate in crossfunctional workstreams with 3PL, accounting, corporate systems planning, procurement, master data, pricing and contracting, quality, manufacturing network, supply chain, technical operations, and information systems.
+ Facilitate timely resolution of quality issues within the 3PL warehouse (e.g., damages, packing list errors, temperature excursions).
+ Investigate and resolve shipment and ERP exceptions (e.g., incomplete shipments, quantity discrepancies), including ownership and closure of associated quality records.
+ Drive continuous process improvement through structured project management, root cause analysis, and implementation of corrective and preventive actions.
+ Provide clear, timely inventory status updates and support complex inventory transactions requiring research, cross-functional coordination, and/or approvals.
+ Provide end-to end supply support to the manufacturing network (e.g., troubleshooting issues, setting work priorities, and helping formulate corrective actions) to ensure timely, effective completion of tasks in alignment with company goals and objectives.
**Primary Objectives:**
+ Ensure full adherence to current Good Manufacturing Practices (cGMP) and safety requirements across all relevant operations.
+ Apply project management skills to support Logistic Service Provider (LSP) integration, stabilization, and ongoing operations.
+ Champion Operations Excellence initiatives to streamline and continuously improve business processes.
+ Collaborate closely with the LSP to ensure service level adherence, proactively identifying and implementing performance improvement opportunities.
+ Lead and/or participate in business decisions impacting US raw materials distribution operations, providing data-driven recommendations.
+ Prepare for and support internal and external regulatory inspections and audits.
+ Lead the development, revision, and lifecycle management of Standard Operating Procedures (SOPs) and related controlled documents.
+ Interact as needed with the FDA and other governmental inspection agencies, ensuring accurate, professional representation of operations and compliance status.
**Basic Qualifications:**
+ Master's Degree OR
+ Bachelor's Degree and 2 years of Life Science or Business experience (preferably in the biotechnology or pharmaceutical industry) OR
+ Associate's Degree and 6 years of Life Science or Business experience (preferably in the biotechnology or pharmaceutical industry) OR
+ High school diploma/GED and 8 years of Life Science or Business experience (preferably in the biotechnology or pharmaceutical industry)
**Preferred Requirements:**
+ Ability to learn new tasks, functions, and responsibilities quickly
+ Continuous improvement mindset
+ Analytical reasoning and creative problem-solving ability to conceive the solutions of tomorrow
+ Excellent project management skills
+ Good negotiation and facilitation skills
+ Demonstrated skill to handle multiple responsibilities and priorities simultaneously in a fluid environment with time pressures
+ General understanding of regulatory guidelines impacting supply (i.e., GxP, SOX)
+ Ability to operate in a team or matrixed environment
+ Advanced skills using systems such as SAP, Microsoft Office Suite, CDOCS, QMTS, and data visualization software (Tableau, Power BI, Spotfire)
+ CMIS PMP certification and/or CPIM certification
**Top 3 Must Have Skill Sets:**
+ Must have ERP/WMS experience (Preferably SAP).
+ Must have experience with inbound/outbound operations from a warehousing perspective, (familiarity with purchase orders, basic receipt flow processes)
+ Must be organized and capable of managing multiple priorities.
**About US Tech Solutions:**
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit *********************** .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Senior Associate Director, Donor Relations and Stewardship
Senior associate job in Granville, OH
The Senior Associate Director of Donor Relations and Stewardship supports initiatives to inspire donors throughout the donor experience. This role develops and implements strategic donor engagement initiatives that enhance relationships, inspire continued giving, and ensure transparency and accountability. This position will also oversee two members of the donor relations team.
Implement a comprehensive donor relations and stewardship strategy that aligns with organizational goals.
Create customized stewardship plans for principal donors in consultation with the major gifts team.
Design and implement impactful donor recognition programs. This will include events, reports, and personalized communications.
Write scripts for fundraising events and partner with Advancement Communications and Marketing to create slide shows/videos.
Work on an annual impact report for all donors to Denison.
Create stewardship materials such as specialized impact reports, acknowledgment letters, and customized donor updates.
Collaborate with the fundraising team to enhance donor retention and satisfaction.
Work on donor recognition projects, including naming opportunities and endowment reporting.
Collaborate on leadership society events and mailings.
Perform a monthly fund audit, in partnership with the Gifts Administration team, to make sure that all endowed funds are fully utilized.
Provide guidance and support for donor recognition projects, including the production of donor walls, gifts, and signage that align with university standards.
Work to ensure that a press release, plaque, recognition gift, event announcement, and/or signage for selected major gifts is accomplished.
Stay informed about best practices in donor relations and stewardship, integrating innovative approaches into daily work.
Work closely with communications to ensure donor recognition is integrated into university communications and shared with relevant stakeholders.
Other duties as required.
Supervision of two staff members, including but not limited to support staff and administrative staff.
QUALIFICATIONS
Required:
Bachelor's degree
Five to seven years of relevant experience in donor relations, stewardship, communications, or fundraising
Strong ability to work with Google Suite
Excellent verbal and written communication skills
Ability to work collaboratively with internal and external stakeholders
Ability to think both creatively and strategically about donor engagement
Strong leadership and project management skills
Preferred Qualifications:
Supervisory experience
Raiser's Edge experience or experience with databases in a non-profit setting
Experience in a University setting
Adeptness and positive manner to work well under pressure, handle several projects simultaneously, and reprioritize as needed
Demonstrated initiative and ability to work independently and as part of a team
Strong “can-do,” positive, flexible demeanor
Auto-ApplySenior Registration Associate - Revenue Cycle Patient Access Hospital Services
Senior associate job in Lancaster, PA
**Penn State Health** - **Penn State Health Corporation** **Work Type:** Full Time **FTE:** 1.00 **Shift:** Day **Hours:** 7:00a- 3:30p; every other weekend, every other holiday **Recruiter Contact:** Brie Kissell at ******************************** (MAILTO://********************************)
**SUMMARY OF POSITION:**
The Senior Registration Associate provides line-level technical expertise to support all functions performed by the PPAS registration positions performed in the community hospital setting. The incumbent is responsible for reviewing and providing feedback for quality and productivity to the all Registration Associates. The incumbent is responsible for the investigation and resolution of the most complex tasks performed by the team.
**MINIMUM QUALIFICATION(S):**
+ High school degree or equivalent
+ One (1) year of experience in registration and/or customer service or a combination of both required
**PREFERRED QUALIFICATION(S):**
+ Associate's Degree preferred
+ Medical terminology and Revenue Cycle experience preferred
+ Medical health insurance knowledge preferred
+ Medical billing and coding
**WHY PENN STATE HEALTH?**
Penn State Health offers exceptional opportunities to learn and grow, exposure to a wide patient population, and the ability to provide individualized, innovative, and specialized care to patients in the community.
**Penn State Health offers an exceptional benefits package including medical, dental and vision with no waiting period as well as a Total Rewards Program that highlights a few of the many additional offerings below:**
+ **_Be Well_** with Employee Wellness Programs, and Fitness Discounts (University Fitness Center, Peloton).
+ **_Be Balanced_** with Generous Paid Time Off, Personal Time, and Paid Parental Leave.
+ **_Be Secured_** with Retirement, Extended Illness Bank, Life Insurance, and Identity Theft Protection.
+ **_Be Rewarded_** with Competitive Pay, Tuition Reimbursement, and PAWS UP employee recognition program.
+ **_Be Supported_** by the HR Solution Center, Learning and Organizational Development and Virtual Benefits Orientation, Employee Exclusive Concierge Service for scheduling.
**WHY PENN STATE HEALTH CORPORATION?**
There are many ways to make an impact with one of the leading research, teaching, and clinical healthcare systems in the country. Through a combination of operational, corporate, clinical, and nonclinical roles, we are advancing excellence and innovation in health care together as one team. As Penn State Health continues to evolve for the future, we are committed to hiring dedicated employees who are passionate about delivering the best possible support across our entire integrated health system.
Within Penn State Health's Shared Services Entity, we encourage our employees at every turn to continue their education and advancement. Numerous opportunities are available for professional development and career growth.
**YOU TAKE CARE OF THEM. WE'LL TAKE CARE OF YOU. State-of-the-art equipment, endless learning, and a culture of excellence - that's Penn State Health. But what makes our healthcare award-winning? That's all you.**
_This job posting is a general outline of duties performed and is not to be misconstrued as encompassing all duties performed within the position. Eligibility for shift differential pay based on the terms outlined in company policy or union contract._ _All individuals (including current employees) selected for a position will undergo a background check appropriate for the position's responsibilities._
_Penn State Health is an Equal Opportunity Employer and does not discriminate on the basis of any protected class including disability or veteran status. Penn State Health's policies and objectives are in direct compliance with all federal and state constitutional provisions, laws, regulations, guidelines, and executive orders that prohibit or outlaw discrimination._
**Union:** Non Bargained
**Position** Senior Registration Associate - Revenue Cycle Patient Access Hospital Services
**Location** US:PA:Lancaster | Clerical and Administrative | Full Time
**Req ID** 85149
Easy ApplyFulfilment and Archival Services Team - Quant Analytics Senior Associate
Senior associate job in Columbus, OH
Join a dynamic environment where your analytical expertise will help shape strategic decisions and drive impactful outcomes for the organization. As a Quant Analytics Senior Associate, within the Fulfilment and Archival Services Analytics team, you will lead the analytics book of work and collaborate with a cross-functional team to support the Product organization and partner across Finance, Customer Experience, Design, Software Engineering, and Product Ownership.
Job Responsibilities:
Build holistic insights by integrating customer, account, digital, financial, and operational data sets to inform strategic decision-making.
Import, clean, transform, and validate data from multiple sources to prepare for advanced analytics and modeling.
Scope, implement, and track new features and enhancements within the collections journey to optimize customer experience and operational efficiency and identify customer interactions and events across various channels to gain a deeper understanding of customer journeys and pinpoint friction points.
Utilize a range of analytical and statistical tools-including Alteryx, Excel, SQL, Python, and Tableau-to analyze and interpret trends and patterns in complex data sets and support the creation and delivery of presentations that summarize key insights and actionable conclusions, often tailored for executive audiences.
Collaborate with business stakeholders to translate strategic objectives into actionable analytics initiatives and measurement frameworks
Lead cross-functional projects, coordinating with product, technology, and business teams to deliver impactful analytics solutions and champion the use of advanced analytics techniques, such as machine learning and predictive modeling, to uncover deeper insights and drive innovation.
Establish and monitor key performance indicators (KPIs) to measure the effectiveness of analytics initiatives and inform ongoing strategy.
Required Qualifications, Capabilities, and Skills:
Bachelor's degree required, with a strong academic background and at least 4 years of experience building analytical solutions that integrate multiple data inputs from diverse sources, particularly in Marketing, Customer Journey, Operations, or Finance.
Demonstrated technical expertise in data modeling, data analysis, and segmentation techniques.
Proficient in Business Intelligence and analytical tools such as Alteryx and Tableau.
Self-sufficient in querying and extracting data from enterprise databases and data lakes, including platforms such as Snowflake, GOS, and AWS Athena.
Analytical rigor, with the ability to synthesize information across multiple platforms, systems, and organizations, and deliver superior data analysis.
Preferred Qualifications, Capabilities, and Skills:
Experience developing financial business cases is highly desirable.
Operational knowledge of Document Services Operations is a strong advantage.
Background in analytics or experience within consumer or retail banking is preferred.
Familiarity with AWS technologies is a plus.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Assurance Manager- Manufacturing Group
Senior associate job in Canfield, OH
Job Description
Assurance Manager- Manufacturing Group
Canfield, OH or Hermitage, PA
QUALIFICATIONS
4+ years public accounting experience.
Competent working knowledge of accounting and auditing practices and be able to research and resolve complex accounting issues.
Previous experience in planning and supervising audit and large review engagements is required.
Manufacturing industry experience preferred
CPA designation required.
RESPONSIBILITIES
Manage engagements from planning through completion, including staffing, scheduling, budgeting, and workflow oversight.
Review and evaluate client internal controls, financial statements, tax returns, and related deliverables for accuracy and compliance.
Train, mentor, and evaluate team members, providing feedback to support professional growth and development.
Communicate engagement findings with leadership and clients while identifying opportunities for additional services.
Maintain up-to-date technical knowledge and assist clients with business needs such as entity selection and software implementation.
Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.
Audit Manager
Senior associate job in Akron, OH
Effectively establish workload priorities
Organize and plan individual jobs
Supervise the work of others
Work independently and analyze complex matters
Possess demonstrated success with identifying prospects
Build and secure new client relationships
Cultivate a strong network of professional contacts and centers of influence
Requirements
Qualifications, Skills and Experience
Strong team management skills - the ability to lead, motivate, and coach teams of people.
Demonstrated ability and presence as a role model for other staff and professionals, including as a result of professional and technical reputation.
Experience in one or more specialized areas/industries.
5+ years prior experience in public accounting, including supervisory/in-charge experience
CPA required
Bachelor's degree in accounting or finance required, Master's degree preferred
Strong communications skills
Excellent problem solving and project management skills
Established (or developing) industry-specific reputation and visibility, including a strong network of professional contacts and centers of influence
Manufacturing, Employee Benefit Plans, or Retail experience a PLUS
Experienced Assurance Opportunities
Senior associate job in Youngstown, OH
What You'll Do
Join our growing Assurance team at Cohen & Co! Our national Assurance Practice is recognized throughout the U.S. for our expertise and technical ability to provide top-quality products and guidance to our clients. Our core belief in putting “Great People First” means we focus on creating an inclusive environment where each of our employees feels supported in growing as people and in their careers.
We are hiring experienced professionals at all levels, from Senior Accountants to Senior Managers, for our Assurance team.
Private Company - Focused on private companies for more than 40 years, our assurance professionals maintain a command of the latest technical knowledge. We put that knowledge and insight to work for private companies in all industries and of all sizes ranging from pre-revenue start-ups to mature, multi-billion-dollar enterprises. We understand the issues businesses face and we have the passion, commitment, and experience to contribute to their success.
Private Funds: With decades of experience in the industry, our Alternative Investment Funds Group is a leader in this space. We offer a range of services to hedge funds, private equity funds, CTAs and other alternative investments. We also regularly work with more than 30 fund administrators nationwide, as well as private investment funds who internally manage fund accounting and administrative services.
Registered Funds: Have a passion for working in the investment industry? Our seasoned professionals provide high-level touch services to mutual funds, ETFs, closed-end funds and CITs. Our command of industry trends and direct experience are valuable tools to help clients navigate complex issues. We provide audit and tax services to over 1,500 registered funds and are the 2nd largest auditor of ETFs and work with more unique ETF advisors than any audit firm in the country.
Check out more information on the above areas here!
Who You Are
Required:
CPA eligible or pursuing requirements is preferred
CPA license is required at the Manager level and above
2+ years of progressive audit experience in public accounting
Experience or interest in one or more of the following areas:
Investment Companies
Private Companies
Hedge Funds, Private Equity Funds, CTAS and other Alternative Investments
SOC Readiness & Compliance
Employee Benefit Plans
Location:
Denver, CO; Chicago, IL; Hunt Valley, MD; Detroit, St. Clair Shores, MI; Cleveland, Akron, Youngstown, OH; Buffalo, New York, NY; Philadelphia, Pittsburgh, PA; Milwaukee, WI
Hybrid work environment (2-3 days in office per week)
This potential opportunity is not available for residents of California.
We will be reviewing applications opportunistically and will contact you if we see a potential fit.
Who We Are
#LifeatCohen
Sure, we like numbers. (But we'll
never
treat you like one.)
At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:
Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Learn More About Us!
Discover our Passion, Purpose & Expertise
Learn more about our Firm's culture
Experienced Hire Opportunities
Estimated salary range to be shared at time of continuing in recruiting process for specific role.*
*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
#LI-PROMO
#LI-Hybrid
#LI-PROMO
#LI-Hybrid
Auto-ApplyExperienced Assurance Opportunities
Senior associate job in Youngstown, OH
What You'll Do
Join our growing Assurance team at Cohen & Co! Our national Assurance Practice is recognized throughout the U.S. for our expertise and technical ability to provide top-quality products and guidance to our clients. Our core belief in putting “Great People First” means we focus on creating an inclusive environment where each of our employees feels supported in growing as people and in their careers.
We are hiring experienced professionals at all levels, from Senior Accountants to Senior Managers, for our Assurance team.
Private Company - Focused on private companies for more than 40 years, our assurance professionals maintain a command of the latest technical knowledge. We put that knowledge and insight to work for private companies in all industries and of all sizes ranging from pre-revenue start-ups to mature, multi-billion-dollar enterprises. We understand the issues businesses face and we have the passion, commitment, and experience to contribute to their success.
Private Funds: With decades of experience in the industry, our Alternative Investment Funds Group is a leader in this space. We offer a range of services to hedge funds, private equity funds, CTAs and other alternative investments. We also regularly work with more than 30 fund administrators nationwide, as well as private investment funds who internally manage fund accounting and administrative services.
Registered Funds: Have a passion for working in the investment industry? Our seasoned professionals provide high-level touch services to mutual funds, ETFs, closed-end funds and CITs. Our command of industry trends and direct experience are valuable tools to help clients navigate complex issues. We provide audit and tax services to over 1,500 registered funds and are the 2nd largest auditor of ETFs and work with more unique ETF advisors than any audit firm in the country.
Check out more information on the above areas here!
Who You Are
Required:
CPA eligible or pursuing requirements is preferred
CPA license is required at the Manager level and above
2+ years of progressive audit experience in public accounting
Experience or interest in one or more of the following areas:
Investment Companies
Private Companies
Hedge Funds, Private Equity Funds, CTAS and other Alternative Investments
SOC Readiness & Compliance
Employee Benefit Plans
Location:
Denver, CO; Chicago, IL; Hunt Valley, MD; Detroit, St. Clair Shores, MI; Cleveland, Akron, Youngstown, OH; Buffalo, New York, NY; Philadelphia, Pittsburgh, PA; Milwaukee, WI
Hybrid work environment (2-3 days in office per week)
This potential opportunity is not available for residents of California.
We will be reviewing applications opportunistically and will contact you if we see a potential fit.
Who We Are
#LifeatCohen
Sure, we like numbers. (But we'll
never
treat you like one.)
At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:
Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Learn More About Us!
Discover our Passion, Purpose & Expertise
Learn more about our Firm's culture
Experienced Hire Opportunities
Estimated salary range to be shared at time of continuing in recruiting process for specific role.*
*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
#LI-PROMO
#LI-Hybrid
#LI-PROMO
#LI-Hybrid
Auto-ApplySenior Consultant - Financial Planning and Analysis
Senior associate job in Akron, OH
Senior Consultant - Financial Planning & Analysis
Full-Time Financial Planning & Analysis Practice
This position is for a Senior Consultant specializing in Financial Planning & Analysis (FP\&A) with deep expertise in FERC accounting and experience in the Utility industry. The Senior Consultant will work with diverse clients ranging from regional utilities to large Fortune 500 energy enterprises to design and deliver strategic FP\&A solutions. Working in a collaborative environment, the individual in this role will lead financial planning initiatives, optimize processes, and provide actionable insights that drive operational and regulatory compliance.
The primary responsibilities of this role include coordinating FP\&A activities within client organizations; working with stakeholders to understand and map their requirements; and defining areas of improvement. You will provide value on process design and improvement initiatives, assist clients in identifying business needs and focused solutions, and realize those solutions by implementing effective FP\&A strategies aligned with FERC standards.
Responsibilities:
In general, the Senior Consultant will perform the following job responsibilities in addition to others as required for each engagement:
Lead budgeting, forecasting, and long-term planning processes ensuring accuracy, compliance, and timely deliverables.
Develop, maintain, and refine financial models and tools to support strategic and operational decision-making.
Analyze financial performance and key drivers to identify trends, risks, and opportunities.
Design and implement scalable FP\&A processes that improve data integrity and usability.
Collaborate with client leadership teams to translate business needs into actionable initiatives and insights.
Prepare and present executive-ready materials including dashboards, summaries, and recommendations for senior stakeholders.
Ensure compliance with FERC accounting standards and regulatory requirements across all financial planning activities.
Build and maintain strong client relationships through consistent communication, proactive problem solving, and reliable execution.
General Consultant Qualifications:
Qualified candidates for the Senior Consultant FP\&A position will have the following qualifications:
Bachelor's degree in Business Administration, Finance, Accounting, or related field; Master's degree or MBA preferred.
Minimum of 5 years of experience in FP\&A, accounting, or related financial roles.
Demonstrated expertise in FERC accounting and Utility industry financial operations.
Strong interpersonal and communication skills, capable of working collaboratively with and presenting to executives.
Proven success in developing and implementing strategic plans that achieved measurable results.
Ability to work effectively in a high-pressure, time-sensitive environment.
Strong analytical and problem-solving abilities, with a track record of turning data into actionable insights.
Preferred Qualifications:
Experience with financial systems and tools commonly used in the utility sector including PowerPlan, Ecosys, OPPM and Unifier.
Familiarity with regulatory reporting and compliance frameworks beyond FERC.
Travel Requirements:
Remote work opportunities; with up to 25% in the office and/or travel to clients.