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  • EY-Parthenon - Corporate Finance - Business Valuation - Senior Associate - Dallas, TX

    EY Studio+ Nederland

    Senior associate job in Dallas, TX

    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. EY-Parthenon - Corporate Finance - Business Valuation - Senior Associate EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence. The opportunity EY has an established industry leading Valuation, Modeling and Economics Practice. We advise our clients in address their strategic planning, regulatory compliance, financial reporting, tax and fair market value documentation needs. You have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning. That's how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Your key responsibilities As a Senior Associate with EY-Parthenon's Corporate Finance Business Valuation practice you're likely to spend your day to day working on commercial issues, working with management on parts of the acquisition process and regularly undertake valuations for strategic priorities, with a focus on Intangible Assets. Skills and attributes for success Commercial - as part of the team you will regularly advise businesses on valuations issues with regards to acquisition or divestitures and provide fairness opinions on transactions and restructurings. Regulatory and Accounting - you will work with management as part of an acquisition process to understand how the value of acquired intangible and financial assets will impact accounting requirements. Taxation - you will regularly undertake valuations for fiscal purposes in the US market and advise clients on all aspects of US tax valuation issues. Intangible Assets - within the team you would specialize in the valuation of Intangible assets such as trademarks, brand names, core deposit intangibles, customer relationships, banking and other licenses, patents, technology and know-how. To qualify for the role, you must have A bachelor's degree in finance, economics, accounting or business and at least 2 years of related business valuation work experience; or a graduate degree and at least 1-2 years of related work experience. Previous Business Valuation experience. Financial modeling skills including experience building models from scratch. Demonstrated record of solving complex problems and completing challenging projects. The ability and willingness to travel and work in excess of standard hours when necessary. Ideally, you'll also have Previous valuation experience in professional services/Big 4 Firm. Financial modeling experience. Achievement of or significant progress towards a CFA. ASA/AM designations are a plus with the expectation of one completed designation within a given timeframe. Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot. What we look for We are looking for candidates who are highly motivated, analytical, logical thinkers with a passion for valuations and have a very strong attention to detail. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our client's goals. 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 $95,200 to $157,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $114,200 to $178,500. 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 **************************.
    $114.2k-178.5k yearly 55d ago
  • The Senior Associate, Information Security - Forensics

    Publicis Groupe

    Senior associate job in Irving, TX

    Publicis Re:Sources is the backbone of Publicis Groupe, the world's most valuable agency group. We are the only full-service, end-to-end shared service organization in the industry, enabling Groupe agencies to do what they do best: innovate and transform for their clients. Formed in 1998 as a small team to service a few Publicis Groupe firms, Publicis Re:Sources has grown to 6,200+ employees globally. We provide technology solutions and business services including finance, accounting, legal, benefits, procurement, tax, real estate, treasury and risk management. We continually transform to keep pace with our ever-changing communications industry and thrive on a spirit of innovation felt around the globe. Learn more about Publicis Re:Sources and the Publicis Groupe agencies we support at ********************************* The Publicis Re:Sources Guiding Principles define who we are and what we stand for. They reflect the mindset and behaviors that shape how we work, how we support one another, and how we drive progress together. * People First, Driving Success Together * Problem Solving Mindset * Respect Each Other * Partner and Collaborate as One Team * Commit to Quality and Standards * Innovate and Embrace the Future Overview The Senior Associate, Information Security - Forensics is part of a global team and is responsible for incident response of cyber security incidents that are associated with our businesses, clients, and vendors; is technically skilled and ensures incident containment, remediation, and closure. This individual will be expected to work closely with the legal, data privacy, business, and client teams. They should be comfortable with interacting with senior executives, including C-level staff. Salary Range: $100-125K/yr * Visa Sponsorship is not available for this position* Responsibilities * Incident Commander to lead investigation and response of cyber security incidents. * Analyze compromised/potentially compromised systems utilizing forensics tools. * Coordinate evidence/data gathering and document security incident reports. * Manage, review, and present written and oral reports in a pertinent, concise, and accurate manner for distribution to management. * Maintain current knowledge of tools and best practices in advanced persistent threats, tools, techniques, procedures of attackers, forensics, and incident response. * Perform complex forensic investigations into system breaches, data leaks, and system weaknesses. * Provide technical expertise to staff on security incident monitoring, triage, response, threat & vulnerability management, and security analysis. * Provide strategic direction on types of Incident Management activities that will drive efficiencies across company, including automation with AI tools. Qualifications * EDR Experience- CrowdStrike and/or SentinelOne with experience investigating and analyzing malware and other malicious activity. * Experience with forensics tools such as FTK, EnCase, Autopsy to collect and analyze file system artifacts, process history, application artifacts, memory collection and analysis for physical and cloud systems (Windows, Mac, Linux). * 4 or more years of experience in an analytical role of either forensics analyst (Linux, Windows, or MacOS), threat analyst, incident response, SOC analyst, or security engineer/ consultant. * Experience with cloud environments such as: Azure, AWS, GCP - knowing how to collect and analyze logs from Guard Duty/ Defender and CloudTrail, etc. * Familiarity with the MITRE ATT&CK or related frameworks. * Experience developing and managing incident response programs with focus on efficiency through AI development. * Strong communication skills with confidence leading Incident Response calls with different stakeholders; followed by producing detailed incident reports. * Proficient in social engineering, phishing, and related fraud schemes. * Strong general knowledge of security concepts and expertise in network and web application security issues. * Experience with a scripting language such as Python, Bash, PowerShell, or other scripting language in an incident handling environment. Additional information All your information will be kept confidential according to EEO guidelines. This job description in no way states or implies that these are the only duties to be performed by the employee(s) currently in this position. Employee(s) will be required to follow any other job related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an ""at-will"" relations. #LI-DS1
    $100k-125k yearly 6d ago
  • Healthcare Financial/Actuarial Senior Associate

    Willis Towers Watson

    Senior associate job in Dallas, TX

    As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. * Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables * Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools * Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region * Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies * Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves * Communicates complex financial/actuarial/analytic results to effectively drive client action * Partners with Global Delivery Centers and Client Service teams to deliver superior project management * Build strong relationships internally and collaborate effectively on cross-functional teams Qualifications * 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company * Advanced knowledge of health and welfare products & services * Experience with big data analytic techniques preferred * Advanced knowledge of underwriting and funding concepts * Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget * Desire and ability to expand relationships with clients * Proven ability to identify and resolve issues with limited information and experience * Polished and well developed written and verbal communication skills * Self-starter attitude and ability to work independently and as part of a team * Strong analytical, creative and integrative skills * Ability to direct work of more junior colleagues and provide feedback * Excellent Microsoft Office skills, particularly in Excel and PowerPoint * State Life and Health license required within 90 days of joining * Relevant financial experience and/or university degree * Progress towards completion of health actuarial designation or CEBS designation (optional) Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified. Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). Compensation The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets
    $90k-130k yearly 11d ago
  • Healthcare Financial/Actuarial Senior Associate

    WTW

    Senior associate job in Dallas, TX

    As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. + Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables + Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools + Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region + Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies + Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves + Communicates complex financial/actuarial/analytic results to effectively drive client action + Partners with Global Delivery Centers and Client Service teams to deliver superior project management + Build strong relationships internally and collaborate effectively on cross-functional teams **Qualifications** + 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company + Advanced knowledge of health and welfare products & services + Experience with big data analytic techniques preferred + Advanced knowledge of underwriting and funding concepts + Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget + Desire and ability to expand relationships with clients + Proven ability to identify and resolve issues with limited information and experience + Polished and well developed written and verbal communication skills + Self-starter attitude and ability to work independently and as part of a team + Strong analytical, creative and integrative skills + Ability to direct work of more junior colleagues and provide feedback + Excellent Microsoft Office skills, particularly in Excel and PowerPoint + State Life and Health license required within 90 days of joining + Relevant financial experience and/or university degree + Progress towards completion of health actuarial designation or CEBS designation (optional) Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified. **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). **Compensation** The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year. This role is also eligible for an annual short-term incentive bonus. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) + **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ ) + **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. **EOE, including disability/vets**
    $90k-130k yearly 60d+ ago
  • Senior Associate - Financial Advisory Services

    Embarkwithus

    Senior associate job in Dallas, TX

    Experience a 45X+ award-winning culture! Embarkers enjoy: Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits: Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions Comprehensive healthcare: 100% paid premiums for you and your family Whole human growth: $150 monthly stipend for holistic development Career advancement: Access to CPE credits, learning platforms, coaching, and professional development Financial support: Up to 3% 401(k) matching and financial advisory services Team and community engagement: Monthly social events within your market, charitable matching, and great people! What you'll be doing Reporting to the leadership of our financial advisory division, you will join other consultants in our Financial Advisory practice. You'll ensure all clients are taken care of - by assisting with hands-on financial reporting and analysis, complex transactions advisory, process improvement and optimization, etc. in a timely, efficient, and accurate manner. In this role, you'll work closely with clients and have the opportunity to experience multiple aspects of financial advisory, transactions, and strategy. To be a good fit for our Senior Associate - Financial Advisory role you will have: 3+ years of experience in Big 4/public accounting/consulting and/or corporate accounting CPA or CPA candidate Strong knowledge of U.S. GAAP and/or IFRS Keen attention to detail A high sense of urgency, strong initiative and the ability to multi-task Ability to work independently and as part of a team The desire to learn new technologies and practices to constantly improve the business of Embark and our clients A proactive approach to constant improvement and problem solving Communication skills that can effectively relay concepts and updates across all stakeholders from staff to executives A drive to forge deep relationships both internally through a variety of culture initiatives and externally through industry leading hospitality efforts Added bonus if you have… Inter-company experience Oil and gas experience REIT experience SaaS revenue recognition experience Healthcare (including Biotech) experience Financial services experience Government Contract experience SEC filing exposure/experience What's in it for you: We pay 100% of insurance premiums on medical, dental, and vision for you AND your family Typical compensation range of $100,000- $125,000 We match 50% to 6% on our 401K Fully paid parental leave for all new parents Monthly stipend for whole human wellness All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.) In closing... If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.
    $100k-125k yearly Auto-Apply 60d+ ago
  • TAS Senior Associate - Financial Due Diligence

    RSM 4.4company rating

    Senior associate job in Dallas, TX

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM is looking for a Senior Associate to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice. Responsibilities: Performs financial due diligence for clients who are acquiring and divesting businesses Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements Uses various software tools as designated by the firm Interacts with the other functional areas of the practice including tax, audit and other consulting practices Required Qualifications: A bachelor's degree, ideally with a major in accounting or finance Minimum of 2 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm Excellent verbal and written communication skills Proficient with Microsoft Excel and Microsoft PowerPoint Ability to travel up to 10-15% locally and nationally At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $81,400 - $153,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $81.4k-153.5k yearly Auto-Apply 60d+ ago
  • SF Counterparty Risk - Risk Analysis - Senior Associate

    Fannie Mae 4.6company rating

    Senior associate job in Plano, TX

    Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued colleague on our team, you will assist with risk monitoring and reviews for the organization, coordinate risk mitigation activities, and provide risk mitigation assistance to other groups. *THE IMPACT YOU WILL MAKE* The SF Counterparty Risk - Risk Analysis - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Assist team with monitoringand identifying risks to a group or the organization. * Coordinate risk activities across groups. * Analyze & report on risks and collaborate with team to develop solutions. * Support team with risk mitigation strategies. * Partner with internal review teams and business groups on risk mitigation strategies. * Carry out tasks to avoid risks or mitigate their impact. *Qualifications:* *THE EXPERIENCE YOU BRING TO THE TEAM* Minimum Experience * 2year's of experience in mortgage production or quality control * Strong attention to detail * Experience communicating with all levels of an organization Desired Experiences * Bachelor's degreeor equivalent * 5 years' experience in mortgage production or quality control. * A strong and balanced sense of urgency with meeting deadlines and achieving goals. * Experience with remediation of counterparty review results through root cause problem solving and analysis to develop trending. * identify opportunities to improve/enhance existing program content, provide training, and enhance program documentation and communication. * Requires familiarity with loan manufacturing and production processes combined with extensive knowledge of specifications and product testing. * Excellent verbal and written communication skills required. Can clearly articulate messages to lenders, management, and colleagues. * Ability to work well independently and manage multiple tasks with shifting priorities. * Ability to provide insights and influence lenders regarding their mortgage loan quality and underwriting processes. Skilled at persuading others, facilitating meetings, and resolving conflict. Qualifications Education: Bachelor's Level Degree (Required) The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form . The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here . Requisition compensation: 94000 to 122000 Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at careers_*********************.
    $90k-132k yearly est. 2d ago
  • Sr Associate Benefits

    Digital Realty Global 3.9company rating

    Senior associate job in Dallas, TX

    Senior Associate, Benefits Your role As Senior Associate, Benefits, you will provide daily support for the administration of Digital Realty's U.S., Canada and Global benefits programs. You will be the first point of contact for employee inquiries, ensure accurate processing of benefits transactions, and partner with vendors and internal teams to deliver seamless benefits operations. You will work closely with senior Benefits team members on escalations, compliance, and program initiatives, while contributing to a positive employee experience. What you'll do · Administer employee benefits programs including but not limited to health, dental, vision, disability, life insurance, 401(k), flexible spending accounts, and COBRA. · Respond to employee inquiries regarding health, welfare, retirement, and leave programs, providing guidance on policies and procedures and troubleshoot issues · Support leave administration (coordination with vendors, Oracle updates, payroll adjustments). · Process routine billing and perform reconciliation activities, including vendor invoice audits, discrepancy resolution, and monthly reporting. · Support reporting, data audits, and bi-weekly payroll/benefits file transfers. · Stay current with relevant benefit laws, regulations, and market trends to recommend plan improvements, including but not limited to: ERISA, HIPAA, COBRA, ADA, FMLA, PPACA, and GINA. · Prepare and distribute standard benefits communications, reminders, and FAQs. · Support annual enrollment by managing employee questions, reviewing data accuracy, and coordinating with vendors. · Conduct regular data audits across Oracle and vendor systems to maintain accuracy and compliance. · Assist Senior Benefits team members on projects, vendor reporting, wellness program support, compliance, and ad hoc requests. What you'll need · Bachelor's degree in HR, Business, or related field. · 2+ years' experience in Benefits or HR. · Familiarity with U.S. health, welfare, and retirement plans. · High attention to detail and strong project management skills. · Proficiency in Excel and HRIS systems. · Strong service orientation, communication skills, and ability present complex topics clearly. A bit about us Digital Realty brings companies and data together by delivering the full spectrum of data center, colocation and interconnection solutions. PlatformDIGITAL , the company's global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx ) solution methodology for powering innovation and efficiently managing Data Gravity challenges. Digital Realty gives its customers access to the connected data communities that matter to them with a global data center footprint of 300+ facilities in 50+ metros across 25+ countries on six continents. To learn more about Digital Realty, please visit digitalrealty.com or follow us on LinkedIn and Twitter. A bit about our team Our HR team are trusted advisors to colleagues across the business. We handle employee questions, recruit top talent, lead talent management initiatives, set the people strategy and work with our senior leaders to create long-term strategies and plans for the future of our business. The work is very rewarding and requires us to think strategically and have the confidence to challenge leaders when required. What we can offer you Our rapidly evolving business sector offers the opportunity to be part of a courageous and passionate team who work together to understand and meet the changing needs of our global customers. Join us and you'll be part of a supportive and inclusive environment where you can bring your whole self to work. As part of our team, you'll get to work with people from different business areas, challenge the way we do things and put your ideas into action. We'll also give you plenty of development opportunities so you can build a rewarding and successful career with us. Apply today, take charge of your career and grow your talents with us. Health and Safety Safety isn't just a priority here at Digital; it's critical to everything we do. Safeguarding lives, protecting assets, and securing data aren't just ideals - they're essential pillars of our commitment to excellence for our people, our partners and our customers. We have a culture of care where every member of Team Digital embraces a relentless pursuit of working safely across Digital Realty. Together we are Safely Powering Progress. Our Compensation Philosophy Digital Realty offers its employees a competitive compensation package, excellent benefits, and an environment that recognizes and rewards your contributions. Central to our compensation philosophy is rewarding our employees for achieving the values and objectives aligned to the company's overall goals and values.
    $78k-108k yearly est. Auto-Apply 60d+ ago
  • Project Finance Senior Associate Attorney

    Direct Counsel

    Senior associate job in Dallas, TX

    Job Description Project Finance Senior Associate Attorney Direct Counsel is seeking a Project Finance Senior Associate to join a highly regarded law firm with offices in multiple locations. This role is ideal for a senior associate with 4-6 years of experience in project finance, handling Lender- and Borrower-side transactions. Key Responsibilities: Extensive experience in drafting and negotiating credit facilities, letters of credit, and performance/payment bonds. Conduct bankability analysis of project documents. Negotiate EPC contracts, balance of plant agreements, supply agreements (e.g., transformer, module, BESS, turbine, inverter), and offtake/tolling agreements. Independently negotiate and manage security documents, including security agreements, pledge agreements, financing statements, and control agreements. Draft NY-law legal opinions, direct agreements/consents to collateral assignments, and reliance letters. Run due diligence processes for project documents. Qualifications: 4-6 years of project finance experience in a large regional, national, or international law firm. Extensive experience with PF Credit Agreements, New York law-governed Security Documents, Consents to Collateral Assignments, Legal Opinions, and Project Documents (EPC contracts, Offtake Agreements, Supply Agreements, and Legal Due Diligence Reports). Strong academic credentials. Entrepreneurial mindset and ability to work both independently and collaboratively in a fast-paced environment. Must reside in and be licensed (or eligible to become licensed) in New York, Miami, Dallas, Houston, Austin, or Washington, D.C. Compensation: Salary range: $310,000 - $390,000 (applicable to New York, Colorado, and California; actual compensation may vary based on qualifications and experience). This is an excellent opportunity to join a collegial firm with a strong platform for professional growth and advancement.
    $64k-94k yearly est. 4d ago
  • Public Sector (Government/Not-for-Profit) Audit Senior Associate

    Discover Your Potential at Whitley Penn

    Senior associate job in Dallas, TX

    Whitley Penn, a leading CPA and Consulting firm, is looking for an Audit Senior Associate with to join our Government/Not-for-Profit team in Dallas/Fort Worth! Public Sector external audit experience and CPA eligibility are required. Senior Associates are responsible for planning and executing client engagements, supervising and training associates, and communicating and building relationships with clients. How We Work Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? Lead audit engagements from start to finish, including planning, executing, and ensuring deadlines are met Build relationships with clients by developing an understanding of client operations, processes, and business objectives; learn to apply this knowledge to enhance engagements, identify issues, and make recommendations for improvements Manage client deadline expectations, monitor actual performance against budget, and continually communicate engagement status to Managers Supervise, teach, and develop associates and interns, including delegation of assignments, detailed review of staff prepared work papers, and evaluating performance on engagements Continuously develop a comprehensive understanding of Generally Accepted Governmental Auditing Standards and how they apply to engagements Assist with business proposals, networking, and recruiting opportunities How Will You Get Here? 3+ years of public accounting external audit experience, preferably public sector Bachelor's degree in Accounting; Master's degree preferred CPA certification or CPA eligibility with certification in progress Strong technical knowledge of Generally Accepted Governmental Auditing Standards Strong accounting knowledge of GASB Basic Financial Statements for State and Local Governments Knowledge of risk assessment in the governmental accounting environment Excellent written and verbal communication skills Must be highly dedicated with a positive attitude and a team player who takes initiative and has an eagerness to learn and acquire new skills and knowledge Why Should You Apply? Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans) Voluntary Dental and Vision Insurance 17 Annual Firm holidays, with extended break around July 4 th and year end 20 days PTO Paid Maternity and Parental Leave 401(k) with Profit Sharing Discretionary Bonus Program Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees Health & Wellness Program Pet Insurance Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability, or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************* . All employment is decided on the basis of qualifications, merit, and business need. #LI-ONSITE
    $64k-94k yearly est. 60d+ ago
  • Senior Associate, Performance Reporting & Platform Support

    Allworth Financial

    Senior associate job in Dallas, TX

    Allworth Financial (************************** is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. SUMMARY: The Senior Associate, Performance Reporting & Platform Support, plays a pivotal role in the execution and oversight of investment operations processes, acting as a bridge between the front office (portfolio management, trading) and back office (custody, accounting, reporting). This role supports trade lifecycle management, portfolio data integrity, system reconciliation, and operational risk mitigation. The ideal candidate will have an intellectual curiosity and desire to understand how investments transact and move through systems. This candidate should thrive in a fast-paced, evolving environment and demonstrate meticulous attention to detail, strong analytical skills, and a collaborative mindset. This is a full-time, Exempt role based out of our Addison, TX or Indianapolis, IN office and requires 5 days of in-office work. DUTIES AND RESPONSIBILITIES: Cash and Position Reconciliation Perform daily and monthly reconciliations between portfolio accounting systems and custodial records. Own reconciliation oversight within Tamarac, identifying and resolving position, cash, and transaction issues. Support post-trade and daily composite review processes, with potential support from offshore resources. Corporate Actions & Specialized Processing Manage corporate action and reorganization processing, including event tracking, execution, and advisor hand-off strategy. Lead coordination with Chicago Clearing, including assessment and oversight of potential full-service outsourcing. Client Reporting & Data Oversight Oversee Tamarac quarterly report generation as needed, ensuring consistency, accuracy, and advisor alignment. Maintain ownership of complex reporting logic, including model-based rebalancing processes and exceptions. Assist in the generation, documentation and review of composite returns, adhering to strict performance reporting standards. Support implantation of additional Tamarc fields (e.g., custom fields, objective history) to enhance strategy alignment and reporting logic. Review and plan for appropriate treatment of accrued interest across accounts in future development phases. Client Experience & System Design Collaborate with the Client Experience team on the layout, design, and logic of the client portal to ensure consistency with investment structure and user expectations. Maintain and validate security mapping and classification to ensure integrity across internal systems. Risk Management & Compliance Support Perform best execution reviews and maintain appropriate documentation and audit trails. Partner with compliance to ensure proper portfolio and trade documentation is captured for composite performance reporting. Support audit processes, document operational procedures, and monitor adherence to investment policy guidelines. Client Account Maintenance & Onboarding Facilitate new client and account onboarding from an operational perspective, ensuring all investment instructions are properly established. Maintain and update investment models, asset allocations, and account restrictions in systems. System & Process Optimization Work with internal stakeholders to automate manual processes, improve operational efficiency, and scale workflows. Participate in system integration projects (e.g., Tamarac enhancements, future investment system evaluations). Trade Support & Lifecycle Management Support daily trade capture, confirmation, and settlement processes across various asset classes Liaise with custodians, trading platforms (e.g., Tamarac), and internal teams to ensure accurate and timely trade execution. Reconcile trade discrepancies and proactively resolve breaks. Coordinate with prime brokers to support specialized trading setups and ongoing maintenance. QUALIFICATIONS: Required: Bachelor's degree in Finance, Economics, Accounting, or related field. 2-5 years of experience in investment operations or a similar middle office role. Strong understanding of investment products and trade lifecycle. Proficient in Microsoft Excel and investment systems (e.g., Tamarac, Black Diamond, Orion, Advent, or similar). Familiarity with custodians such as Schwab, Fidelity, Pershing, etc. Preferred: Experience in an RIA, asset management, or multi-custodial environment. Exposure to reconciliation tools, performance reporting, and data warehousing. Knowledge of investment compliance and model portfolio management. Key Attributes Analytical thinker with strong problem-solving skills. Detail-oriented with a focus on data integrity. Excellent verbal and written communication skills. Proven ability to manage multiple priorities and meet tight deadlines. Team-oriented and comfortable working in a cross-functional setting. BENEFITS We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates Dental insurance with MetLife Vision insurance with VSP Optional supplemental benefits Healthcare savings accounts with company contribution Flexible spending accounts Flexible working arrangements Generous 401K contributions Exempt associates qualify for our flexible paid time off policy. Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment 11 Paid Holidays Option to participate in our Equity Purchase Program Future growth opportunities within the company In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Benefits are available to full-time associates who work more than 30 hours a week. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job. Allworth Financial participates in E-Verify. Click here for more information. California residents, click here for our privacy policy.
    $64k-94k yearly est. Auto-Apply 39d ago
  • Assurance Senior Associate

    Calvetti Ferguson 4.2company rating

    Senior associate job in Dallas, TX

    Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. In your role as Assurance Senior, you will support the execution of audit fieldwork and ensure that assigned tasks are conducted economically and per agreed client and Firm standards on a series of exciting and challenging Assurance engagement projects. During your tenure as an Assurance Senior, you will demonstrate and develop the ability to: Support the delivery of engagements/projects in specific area of competency; Assist in identifying client needs and problem technical issues that arise and propose resolutions to address these; Raise issues with the Assurance Seniors and Managers as identified in area of focus that may affect the quality of delivery or timelines of the engagement; Maintain quality and timely delivery as per Service Level Agreements with clients; Actively build business relationships that generate leads, identify opportunities for follow-on work and work with management to win the business; Assist in development of client presentations/discussion documentation; Assist in managing engagement risk in line with Calvetti Ferguson policies; Maintain clear communication channels with engagement team members on work status; Maintain own development and knowledge in specialized area; and Comply with auditing and accounting standards, relevant laws and regulations (including specific local laws and regulations), ethical standards, independence requirements and the Firm's quality control procedures. Qualifications A Bachelor's degree from a recognized university. Currently pursuing Certified Public Accountants (CPA) designation Thorough knowledge of Financial Reporting Standards and Auditing Standards. Proficient in Auditing software. At least two (2) years' professional audit working experience. Experience with a Big 4 or Regional auditing firm is an added advantage. Experience with private equity and real estate fund clients is an added advantage. Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship. * * * * * NOTICE TO 3rd PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.
    $72k-84k yearly est. Auto-Apply 60d+ ago
  • Treasury Senior Associate

    JPMC

    Senior associate job in Plano, TX

    J.P. Morgan Asset & Wealth Management provides premier investment and private banking solutions globally, helping team members and foundations achieve financial goals. As part of JPMorgan Chase, a leader in financial services, we offer competitive compensation and comprehensive benefits, fostering diversity and inclusion for all employees. As a Treasury Associate within the Treasury team, you will help us maintain a fortress balance sheet and ensure our business remains strong during times of stress. You will assist the business in achieving target Return on Equity (ROE) with limited earnings volatility through your expertise in capital and interest rate risk. Job responsibilities: Forecast business results under a variety of stress and baseline scenarios. Maintain, enhance and develop financial models in Excel and strategic platforms Support capital-related planning, forecasting and reporting Work with quantitative modeling teams on model design and implementation Analyze financial data to describe key drivers of change in results, comparing multiple exercises Partner with Corporate, Financial Planning & Analytics (FP&A), Finance and Risk functions to timely meet deliverables submitted at the Firmwide level to regulators and used at the most senior levels in the organization to understand the business' risk to adverse macroeconomic environments Support the business on ad-hoc analytical projects Required qualifications, capabilities and skills: Thoroughness and attention to detail and high level of accuracy given contribution to regulatory submissions Proficiency in Microsoft Office applications, particularly strength in Excel and PowerPoint Skills in communication, writing, organization, and time management Good finance and accounting skills Bachelor's Degree 4+ years working experience Preferred qualifications, capabilities, and skills: Interest in working with data sets, data mining, and analytics Ideally in financial planning or accounting, and in the financial services industry is a benefit Ability to manage multiple projects within concurrent deadlines A desire to partner with diverse teams and work in a team environment to ensure business objectives are met Developing knowledge of systems and technology; skills in Essbase, Tableau, and Alteryx would be beneficial
    $64k-94k yearly est. Auto-Apply 60d+ ago
  • Senior Associate, Business Operations

    Jerry 4.0company rating

    Senior associate job in Dallas, TX

    You could work anywhere. Why us? * Join a pre-IPO startup with capital, traction and runway ($240M funded | 60X revenue growth in 5 years | $2T market size) * Partner with our VP of BizOps & Analytics, Armando La Rocca (ex-BCG, Better) * Disrupt a massive market and take us to a $10B business in the next few years * Be immersed in a talent-dense environment and greatly accelerate your career growth About the opportunity: Jerry is looking for a Senior Associate, Business Operations to join our growing team! We hit a huge milestone in early 2024 by achieving profitability and have ambitious goals for the next few years - scale from 5M to 50M customers and become a $10B business. As a Senior Associate, Business Operations, you will play a key role in championing data-driven decisions across the company's most critical business initiatives (including carrier growth and development, building new products from 0-1, etc.). As part of the business operations & analytics team, you will leverage advanced machine learning models to conduct in-depth analyses and extract insights that will shape our growth strategies. Jerry is building the first super app to make car ownership affordable and accessible - insurance, buy/sell, registration, loans, safety, repairs, parking, etc - a $2T market in the U.S. We started with insurance in 2019, and since then we've launched loan refinancing, driving insights, repair marketplace, car diagnostics, and a GenAI-powered chatbot & voicebot. We have amassed over 5M customers, raised $240MM in funding, scaled our revenue 60X and our team to 225 across 6 countries. Here's what an ex-McKinsey teammate has to say about joining Jerry: "I've really enjoyed working at Jerry because it's allowed me to flex the strategy muscles I built at McKinsey while also getting much closer to implementation. Unlike traditional consulting, I'm not just handing off a recommendation - I actually get to own the metrics, design A/B tests, and see how our strategies play out in the real world. Jerry has a deeply data-driven culture. We A/B test everything, and there's been a big investment in data infrastructure - from clean, well-structured data to a strong data engineering team that supports real decision-making. As a result, the data and BizOps team is seen as a core strategic partner within the company. Another thing I've appreciated is the team itself. A lot of people here come from MBB, so I've still got the energy, sharp thinking, and high bar that I had at McKinsey - but now I also get to build, test, and iterate on the strategies I help develop. It's a great mix of ownership, rigor, and impact." How you will make an impact: * Partner with marketing, product, and business development teams to integrate customer performance insights into user and partner acquisition strategies * Lead the design, execution, and analysis of A/B experiments on new and existing features, extracting key insights to inform product and business strategies * Define, understand, and test levers to drive profitable and scalable user acquisition and partnership growth * Identify opportunities to automate manual processes and optimize operational efficiency Preferred experience: * Bachelor's degree in a quantitatively or intellectually rigorous discipline * 2+ years of management consulting experience from a top firm (McKinsey, Bain, and Boston Consulting Group preferred) OR relevant experience in business analysis/operations * High level of comfort with SQL and/or running complex data analysis Who you are: * You have a framework for problem solving and live by first principles * You are comfortable communicating with audiences varying from front-line employees to the company's C-suite * You set a very high bar for yourself and for your team, and you are constantly pushing that bar higher in the pursuit of excellence While we appreciate your interest and application, only applicants under consideration will be contacted. Jerry.ai is proud to be an Equal Employment Opportunity employer. We prohibit discrimination based on race, religion, color, national origin, sex, pregnancy, reproductive health decisions or related medical conditions, sexual orientation, gender identity, gender expression, age, veteran status, disability, genetic information, or other characteristics protected by applicable local, state or federal laws. Jerry.ai is committed to providing reasonable accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at ******************* The successful candidate's starting pay will fall within the pay range listed on this job posting, determined based on job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Ranges are market-dependent and may be modified in the future. In addition to base salary, the compensation may include opportunities for equity grants. We offer a comprehensive benefits package to regular employees, including health, dental, and vision coverage, paid time off, paid parental leave, 401(K) plan with employer matching, and wellness benefits, among others. Equity opportunities may also be part of your total rewards package. Part-time, contract, or freelance roles may not be eligible for certain benefits. About Jerry.ai: Jerry.ai is America's first and only super app to radically simplify car ownership. We are redefining how people manage owning a car, one of their most expensive and time-consuming assets. Backed by artificial intelligence and machine learning, Jerry.ai simplifies and automates owning and maintaining a car while providing personalized services for all car owners' needs. We spend every day innovating and improving our AI-powered app to provide the best possible experience for our customers. From car insurance and financing to maintenance and safety, Jerry.ai does it all. We are the #1 rated and most downloaded app in our category with a 4.7 star rating in the App Store. We have more than 5 million customers - and we're just getting started. Jerry.ai was founded in 2017 by serial entrepreneurs and has raised more than $240 million in financing. Join our team and work with passionate, curious and egoless people who love solving real-world problems. Help us build a revolutionary product that's disrupting a massive market.
    $55k-82k yearly est. 7d ago
  • Senior Associate, Virtual Construction

    Hitt 4.7company rating

    Senior associate job in Dallas, TX

    Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. No matter your background, education, or career path, if you share our vision to create extraordinary experiences, you belong at HITT. Senior Associate, Virtual Construction Job Description: HITT Contracting is seeking a creative, dynamic, and results-driven Senior Associate of Virtual Construction to lead construction process evolution and provide effective virtual construction services on HITT's most complex projects. Responsibilities * The Virtual Construction Senior Associate will sit either in HITT's HQ or regional offices, working alongside a team of Virtual Construction professionals. * Creating federated coordination models and leading BIM coordination with our subcontractor partners, design teams, and client. Taking accountability for ensuring timely conflict resolution and leading our partners through the process in an organized and professional manner. * Performing reality capture services including but not limited to laser scanning (terrestrial and SLAM), drone and 360-degree ground image capture. * Performing and maintaining 4D schedules, working closely with our on-site Operations and scheduling teams, and completing animations for site logistics and sequencing. Qualifications * Bachelor's degree in relevant field (Construction Management, Building Science, Engineering, Architecture) or equivalent experience. * 3-6 years of practical experience in commercial construction, with at least 2 years of specific BIM/VDC process experience. * Proficiency in understanding construction documents, shop drawings, and other design communication tools. * Working knowledge of Revit, Navisworks, CM Builder, Synchro Pro, Adobe CC, Bluebeam, P6, and Microsoft Office. * Laser scanning experience with either terrestrial or SLAM scanning is ideal. * Demonstrated working knowledge of current BIM tools and VDC processes. * Excellent written and verbal communication skills. * Proven track record of successfully implementing virtual construction strategies on complex commercial projects. * Passion for learning and adoption of new technology. HITT Contracting is an equal opportunity employer. We are committed to hiring and developing the most qualified individuals based on job-related experience, skills, and merit. All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic. We value a respectful, inclusive workplace where everyone has the opportunity to succeed. HITT Contracting maintains a drug-free workplace, consistent with applicable local, state, and federal laws.
    $60k-84k yearly est. Auto-Apply 7d ago
  • Assurance Senior Associate

    J Taylor & Associates

    Senior associate job in Fort Worth, TX

    Senior associates are working toward full engagement responsibility. This involves proactively performing the more difficult components of the audit and supervising the workflow of any associates on the engagement. JTaylor is a unique CPA firm with a growing Assurance division that offers diverse opportunities for professional development. Teamwork, mutual respect, and empowerment are paramount in pursuit of providing quality products and services for our clients. The Assurance division provides quality services through utilizing each members' strengths to meet the needs of our clients. Crucial competencies of Assurance team members are communication, critical thinking, and taking initiative. Essential Functions: 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. Responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork, internal control assessment, and completion for multiple clients within a diverse group of industries. Proactively interacts with client's management to obtain information, resolve potential problems, and make recommendations. Assists with training of staff members, offers guidance and direction, and gives constructive criticism of working papers to ensure compliance with applicable standards and regulations and our internal quality control documents and manuals. Successfully multi-tasks while working independently and within a group environment Acquires a working knowledge of the client's business. Proactively communicates with all members of the engagement team and within division to ensure engagements are running efficiently and effectively. Researches and analyzes financial statement and audit-related issues or assurance topics as requested by managers / partners. Works to analyze complex issues or to understand new concepts or types of engagements performed within the assurance division. Works in a demanding, deadline-driven environment with a focus on details and accuracy. Performs audit, review, compilation, or other engagements, start to finish, to meet overall client needs. Transfers critical thinking, research, and audit skills to a variety of unique engagements offered by JTaylor. Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements Becomes oriented with JTaylor's practices, policies, and culture. Regular and timely attendance Requirements Required Competencies: Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers, ability to delegate yet maintain accountability Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, regulatory standards, etc) Technical Skills - Competency in necessary software, thorough understanding of audits, reviews, agreed upon procedures and financial statement concepts Communication Skills - Communicates clearly with clients and JTaylor personnel Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment Supervisory Responsibilities: This position has oversight of assigned projects. Required Qualifications: 2+ years of public accounting external audit or related experience. Bachelor of Business Administration with an emphasis in accounting or a related field. CPA eligible Knowledgeable with FASB, AICPA, GAAP, GAAS, and the Yellow Book Standards. Current and valid driver's license Proficient in Microsoft Office products (Word, Excel, Outlook) Preferred Qualifications: CPA Work Environment: This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. Additional hours as needed to meet client expectations and deadlines. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Position Type: This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Additional hours and weekend hours may be required during peak busy seasons. Travel: Travel may be required on occasion. Same-day travel for work at client's offices, meetings, and seminars which requires use of a personal vehicle. Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $64k-94k yearly est. 60d+ ago
  • Lending Product Analytics Solutions - Senior Associate

    Jpmorgan Chase & Co 4.8company rating

    Senior associate job in Plano, TX

    JobID: 210669752 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $95,000.00-$150,000.00 Are you passionate about the world of data? Don't miss this opportunity! Global Banking offers extensive industry knowledge, local expertise, and seamless global capabilities to clients, including corporations, municipalities, financial institutions, real estate investors/owners, and not-for-profit organizations. We provide a comprehensive range of financial products and services, including traditional lending products, incl. asset-based, real estate finance, and treasury services. Clients also have access to our full suite of investment banking and asset management services. Our credit, client, lending product datasets are crucial, informing our vision, driving our strategy, and being central to everything we do. Commercial Banking is revolutionizing the delivery of credit to our Clients, Front Officers and Credit Risk Officers in the Commercial Bank. As an Analytics Solutions Senior Associate, you will collaborate with various platform, product, and process owners across the Global Banking ecosystem to creatively integrate data and insights. Our goal is to provide the best experience for our customers (both internal and external) by analyzing product usage. You'll join a team culture that values diversity, inclusion, strong business outcomes, and individual growth. Primary Responsibilities * Analyze large, complex datasets to identify trends, patterns, and opportunities for product improvement. Translate business questions into actionable recommendations. * Design, write, and optimize SQL queries for data extraction and reporting. Develop Python scripts as needed for data processing, automation, and advanced analytics. * Build, maintain, and enhance interactive dashboards and reports using QlikSense and/or Tableau, providing real-time, meaningful insights for stakeholders. * Work closely with cross-functional teams (product managers, credit executives, UX designers) to gather requirements, deliver data solutions, and present findings to both technical and non-technical audiences. * Manage a complex portfolio of work with strong project management discipline and robust controls. * Ensure data accuracy and integrity. Document data definitions, processes, and highlight data quality gaps for technology and process improvement. * Provide training and support to end-users on dashboard usage and data interpretation. * Demonstrate credibility and responsiveness in addressing ongoing and ad-hoc requests from senior leadership. * Stay current with industry trends and best practices in data analytics and visualization, fostering a culture of innovation and leveraging the latest tools and techniques. Required Qualifications, Capabilities, and Skills * 3+ years of experience in data analytics, MIS, business management, consulting, or related roles * BA / BS; advanced study / quantitative focus is a plus * Experience in developing complex business analysis models by being resourceful, consulting with others and considering alternatives * Exceptional technical skills to access complex data sources to solve problems, with hands-on expertise in use of multiple business intelligence toolsets and database platforms (i.e., SQL-like languages, Alteryx, QlikSense/Tableau, Python, etc. as well as data processing platforms like Redshift, DataBricks and Starburst. * Proficiency in Microsoft Suite of products such as PowerPoint, Excel, Visio and Project * Unwavering enthusiasm with a commitment to excellence, tenacity, attention to detail, integrity, and ability to communicate to senior management are critical for this role * Collaboration and team skills with a focus on cross-group collaboration, go-getter attitude with excellent communication, project management, client partnership ability, and willingness to deliver on commitments Preferred Qualifications, Capabilities, and Skills * Preferably experience within banking, credit risk or lending
    $95k-150k yearly Auto-Apply 60d+ ago
  • Senior Associate, Private Equity Fund Services

    Bakertilly 4.6company rating

    Senior associate job in Frisco, TX

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Our Private Equity Fund Services team is seeking to add a Senior Associate to their team! Baker Tilly's private equity fund services (PEFS) group provides comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services, and general back-office consulting for investment firms. Records daily journal entries and reviews cash reporting Assists in the preparation of periodic reporting packages (monthly, quarterly and/or annual, as required), including schedules to support the general ledger balances for management approval Assists in the preparation of periodic (monthly, quarterly and/or annual, as required) financial statements for management approval Assists in the calculation of management fees owed to the management Company for investment/portfolio management services provided to the Fund. Prepares quarterly investor capital statements for management approval Prepares capital call calculations and notices to investors for management approval, uploads the notices to the investor portal and monitors the receipt of funds Prepares distribution calculation and notices to investors for management approval, uploads the notices to the investor portal and monitors the bank transfers Prepares and reviews correspondence with client investors to address inquiries, as needed Able to work with auditors and provide them with reports/support to assist them during audit Manages client investor portals Coordinates and completes special projects, as directed by management Performs other duties as assigned Qualifications BA/BS in Accounting or related field required CPA license (or in process) preferred 3+ years of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting) Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required Must have strong research and analytical skills and current knowledge of US GAAP and/or IFRS Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients Strong organizational skills with excellent attention to detail Requires ability to work both in team environment and independently Eagerness to learn and strong work ethic Must be able to work in a fast-paced environment and handle multiple priorities and deadlines Knowledge of Investran or other partnership accounting software a plus #LI-AB1 #LI-Hybrid
    $67k-86k yearly est. Auto-Apply 18d ago
  • Senior Experience Associate

    Miniluxe Inc. 4.2company rating

    Senior associate job in Plano, TX

    Job Description Over the last decade, we have been reimagining and revolutionizing the world's most used but least regulated beauty service: Nail Care. We celebrate self-care as an everyday luxury and we are doing this by becoming the world's leading ethical and clean nail-care brand with an empowered community of designers, delivering super-hygienic, high-quality services, with safe and better-for-you, clean beauty products backed by the experience of completing over 2M+ services. We ensure safe practices for our clients & our teams. Our People First culture is our greatest asset & we believe having passion and creativity in your craft and career will help to drive our business. We believe diversity is beautiful and we don't just encourage diversity & inclusion, we embody it as a 95% diverse team! If you believe in these values and are about being your best self and making an impact; then we would love to have you join the MiniLuxe team! About this Role: MiniLuxe is hiring a Senior Experience Associate to support the client experience and studio operations to drive operational excellence, and consistency across the market. This role requires 3+ years of experience in retail, spa/salon, or hospitality. Candidates without relevant experience need not apply. What You'll Accomplish: · Supports the client experience and studio operations during each shift. · Provides exceptional and meaningful service to clients. · Quickly and efficiently resolves client issues in the moment or with timely follow up. · Proficiently schedule and prioritize the Zenoti booking system to drive revenue and balance client/team member needs. · Uphold the highest standards of clean consistently throughout the day. · Accountable to driving retail revenue and sharing knowledge to fellow team members · Ensures inventory is regularly and accurately received and accounted for. · Supports weekly/monthly inventory counts in studio. · Leads training and development for new Experience Associate hires. · Creates and maintains weekly Experience Associate schedule for assigned studio(s) in the market. Who You Are: · Excellent communication, verbal, and written skills · Exceptional interpersonal, planning, and organizational skills · Highly motivated, results-oriented, and a self-starter · Ability to influence, motivate, and communicate cross functionally · Problem solver, able to navigate operational issues with resilience · Ability and willingness to travel to studios within the market MiniLuxe Benefits: MiniLuxe is always leveling up our benefits package to provide what our team wants. This includes: · Competitive compensation package · Retail Commission · Comprehensive health care plan (all the good stuff: medical/dental/vision/LTD/STD and life insurance benefits) · Paid Time Off · Retirement savings account aka 401k · Free Services & Retail Discounts across our awesome non-toxic products · Flexible Schedules · Continued development and learning opportunities Job Type: Full-time Job Types: Full-time, Part-time Pay: Up to $18.00 per hour Job Type: Full-time Pay: $16.00 - $19.00 per hour Edit job OpenView public job page
    $16-19 hourly 5d ago
  • Energy Senior Associate - Financial Advisory Services

    Embarkwithus

    Senior associate job in Dallas, TX

    Experience a 45X+ award-winning culture! Embarkers enjoy: Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits: Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions Comprehensive healthcare: 100% paid premiums for you and your family Whole human growth: $150 monthly stipend for holistic development Career advancement: Access to CPE credits, learning platforms, coaching, and professional development Financial support: Up to 3% 401(k) matching and financial advisory services Team and community engagement: Monthly social events within your market, charitable matching, and great people! What you'll be doing as an Advisory Senior Consultant: Reporting to the leadership of our oil & gas financial advisory division, you will join other energy consultants in our practice. You'll ensure all clients are taken care of by assisting with hands-on financial information package consulting, analysis, M&A, etc. in a timely, efficient, and accurate manner. In this role, you'll work closely with clients and have the opportunity to experience multiple aspects of financial advisory, transactions, and strategy. To be a good fit for our Senior FAS Energy Consultant you will have: 3+ years of experience in Big 4/public accounting and/or industry Operational upstream and/or midstream accounting experience CPA or CPA candidate preferred Strong knowledge of U.S. GAAP Strong computer skills, particularly in Excel Keen attention to detail Strong communication skills, both oral and written A high sense of urgency, strong initiative and the ability to multi-task Added bonus if you have… Joint Interest Billing (JIB) accounting experience Revenue accounting experience Production accounting experience Leasing Operating Statement (LOS) analysis and review experience Special projects accounting experience Experience navigating in the following systems: OGsys, Enertia, WolfePak, BOLO, and/or P2 What's in it for you: We pay 100% of insurance premiums on medical, dental, and vision for you AND your family Typical compensation range of $100,000- $125,000 We match 50% to 6% on our 401K Fully paid parental leave for all new parents Monthly stipend for whole human wellness Highly competitive salaries All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.) In closing... If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.
    $100k-125k yearly Auto-Apply 60d+ ago

Learn more about senior associate jobs

How much does a senior associate earn in Carrollton, TX?

The average senior associate in Carrollton, TX earns between $54,000 and $111,000 annually. This compares to the national average senior associate range of $56,000 to $121,000.

Average senior associate salary in Carrollton, TX

$78,000

What are the biggest employers of Senior Associates in Carrollton, TX?

The biggest employers of Senior Associates in Carrollton, TX are:
  1. DTCC
  2. Soho Dragon
  3. JLK Rosenberger
  4. Publicis Groupe
  5. Unity Search Group
  6. Vizient
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