Senior Associate Attorney
Senior Associate job 16 miles from Carrollton
Chamblee Ryan, PC is a mid-sized defense litigation firm dedicated to providing individualized, high-quality legal services to insurance companies and their insureds in a wide variety of litigation and coverage matters. Our primary focus is litigation and insurance defense. We are currently looking for attorneys with 5+ years' experience.
Preferred Qualifications: Ideal candidates will include some courtroom experience, strong academics, outstanding organizational skills, superior legal writing and research ability, a strong work ethic, and a demonstrated commitment to professionalism, ethics, civility, and public service. Applicants must demonstrate a quick analytical ability and the facility to accurately and precisely articulate the critical issues involved with a case. Applicants must display strong interpersonal skills and good judgment.
Applicants will be expected to be substantially self-sufficient in preparing day-to-day correspondence, discovery and pleadings. Building trustworthy relationships with clients. Candidates with deposition and trial experience and the ability to independently manage a docket are particularly encouraged to apply.
The primary focus of our practice is litigation and trial work on behalf of businesses, insurance companies, medical professionals, and those in transportation and healthcare industries. Candidates must have excellent academic credentials and strong written and verbal communication skills.
Benefits: Our competitive benefits package includes:
401(k)
Health Insurance
Life Insurance
Dental Insurance
Vision Insurance
Free Parking
Free On-Site Gym
Monthly Billing Bonus
Project Finance Senior Associate Attorney
Senior Associate job 16 miles from Carrollton
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.
Senior Associate Attorney
Senior Associate job 16 miles from Carrollton
About Us: We are a leading family law firm in Texas dedicated to providing exceptional legal services to our clients. Our team values collaboration, integrity, and advocacy, ensuring we achieve the best possible outcomes for families in need.
Job Description:
We are seeking a skilled Senior Associate Family Law Attorney with a minimum of 5 years of experience to join our dynamic team. The ideal candidate will have a strong background in family law, including divorce, child custody, support matters, and property division.
Responsibilities:
Represent clients in family law proceedings, including litigation and negotiation.Draft legal documents, including pleadings, motions, and settlement agreements.Conduct legal research and provide sound legal advice.Engage in client consultations and maintain strong client relationships.Collaborate with junior attorneys and support staff to achieve case objectives.Stay updated on changes in family law and contribute to firm initiatives.
Qualifications:
Juris Doctor (J.D.) from an accredited law school.Admitted to practice in Texas.Minimum of 5 years of family law experience.Strong research, writing, and advocacy skills.Excellent interpersonal and communication abilities.Proven ability to manage a diverse caseload effectively.
Benefits:
Competitive salary and performance bonuses.Comprehensive health, dental, and vision insurance.Retirement plan with employer match.Professional development and continuing education opportunities.Supportive work environment with an emphasis on work-life balance.
Application Process:
Interested candidates should submit a cover letter, resume, and references to [insert email or application link]. We look forward to welcoming a dedicated professional to our team!Equal Opportunity Employer
Sr. Associate - Learning Experience Designer
Senior Associate job 29 miles from Carrollton
L2 Learning Experience Designer (GSC Training - ONSITE)
Wayfair is currently seeking an experienced Learning Experience Design (LXD) professional to
join the growing Global Supply Chain Training team. The Global Supply Chain Training Team focuses on driving the culture of safety, standardization, and development of Wayfair's Supply Chain Network to create the foundation to enable future growth for our business and our people.
You must have experience designing, implementing, and enhancing modern learning solutions in a fast-paced growth environment. You will be responsible for creating and implementing training programs for all aspects of Supply Chain training, including but not limited to, onboarding, cross-training, and leadership, as well as change-driven initiatives through eLearning, Instructor-Led Training (ILT)/Virtual ILT, and blended training. You will be expected to quickly develop an understanding of Global Supply Chain initiatives, processes, and needs.
What You'll Do:
Partner with stakeholders and subject matter experts worldwide across the Global Supply Chain organization to determine individuals, workgroups, and organizations' training needs.
Design and develop learning solutions and programs for applying adult learning principles and systematic instructional design to create learning content that best fits the learner's needs in an operations environment.
Create content and curricula aimed to support the role specific training of each supply chain role.
Use project management tools and skills to manage medium to large-scale content development projects.
Develop exercises, tutorials, job aids, assessments, and other learning methods through a gamified learning platform.
Identify areas for innovation and improvement in the Global Supply Chain to drive performance through learning.
Work in and coordinate with multicultural and geographically dispersed teams.
What You'll Need:
Degree in Education, Learning and Development, Organizational Development or related fields or equivalent experience required
3+ years of experience curating and developing digital learning content across various delivery modalities (e.g. micro-learning, ILT, VILT, video, etc) required
Proficiency using rapid authoring software required (Articulate 360/VYOND preferred)
Project management and organizational skills for multiple projects running concurrently required
Strong stakeholder management skills required
Autonomous, quick thinking, and comfortable in a dynamic, fast-moving environment required
Previous experience evaluating and assessing training modules for effective learning strongly preferred
Experience with Supply Chain/Logistics Network learning and development preferred
Knowledge of Learning Management Systems (LMS) with SCORM\xAPI and Learning Experience Platforms (LXP) preferred.
Ability to travel 15-20% annually
You must be authorized to work in the United States without visa sponsorship by Wayfair now or in the future
Location: Position is located in Boston, MA or Any US Wayfair Fulfillment Center (This is not a remote/virtual position)
About Wayfair Inc.
Wayfair is one of the world's largest online destinations for the home. Whether you work in our global headquarters in Boston, or in our warehouses or offices throughout the world, we're reinventing the way people shop for their homes. Through our commitment to industry-leading technology and creative problem-solving, we are confident that Wayfair will be home to the most rewarding work of your career. If you're looking for rapid growth, constant learning, and dynamic challenges, then you'll find that amazing career opportunities are knocking.
No matter who you are, Wayfair is a place you can call home. We're a community of innovators, risk-takers, and trailblazers who celebrate our differences, and know that our unique perspectives make us stronger, smarter, and well-positioned for success. We value and rely on the collective voices of our employees, customers, community, and suppliers to help guide us as we build a better Wayfair - and world - for all. Every voice, every perspective matters. That's why we're proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other legally protected characteristic.
Your personal data is processed in accordance with our Candidate Privacy Notice (***************************************** If you have any questions or wish to exercise your rights under applicable privacy and data protection laws, please contact us at *********************************.
Senior. Associate, Financial Planning & Analysis - NYC or Dallas, TX
Senior Associate job 16 miles from Carrollton
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Senior Associate, Financial Planning & Analysis is responsible for the creation and ongoing management of FP&A projects, processes, and tools to support the FP&A functionality. S/he coaches, reviews, and delegates work to junior level professionals.
* Manages FP&A projects, processes, and tools to support the FP&A functionality.
* Creates and/or changes processes that will lead to measurable gains in data quality and processing time.
* Assess finance organizational structure and functions, recommends opportunities to optimize and improve the finance functionality within the organization.
* Consults on complex business issues and data design considerations to improve accuracy and efficiency in the reporting processes.
* Delivers guidance to senior level with regard to design queries and report packages using systems and other appropriate tools; resolve data process issues.
* Supports in identifying, interpreting and implementing emerging regulatory requirements relating to capital management, including articulating responses to requests from regulatory bodies in writing.
* Ensures consistency between the capital management framework, the risk appetite, tolerance, and strategic planning processes.
* With input from key business stakeholders, leads periodic gap assessments of current capital management processes against leading and emerging industry practices and changes in regulatory expectations.
* Establishes and implements detailed process documentation and best practices for all data processes and technical solutions.
* Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making.
* Influences others at an operational level regarding new concepts, practices, and approaches.
* Recommends industry and data sources to enhance reporting with benchmarks to support business cases.
* Coaches, reviews, and delegates workload to junior level professionals to help execute the financial management function.
* Delivers well-analyzed financial forecasts to support the businesses strategic direction and budget.
* Manages and is accountable for growth of large accounts.
* Represents organization as the primary contact for specific Financial Planning & Analysis projects and initiatives.
* Acts as a subject matter expert (SME) while providing leadership, guidance and mentorship to other project managers.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education: Bachelor's Degree or equivalent work experience: Business Administration, Accounting, Economics or equivalent field. - Required.
Master's Degree Business Administration, Accounting, Economics, or equivalent field. - Preferred.
Work Experience: 9+ Years Accounting/financial analysis and planning experience within the Financial Services/Banking industry - Required.
* Excellent verbal and written communication skills.
* Excellent leadership skills.
* Strong Proficiency in PowerPoint, Excel, Word.
* Strong experience in and knowledge of financial planning and analysis.
* Ability to multi-task and meet strict deadlines.
* Ability to effectively communicate complex financial transactions and strategies.
* Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.
* Excellent interpersonal skills with ability to build relationships at all levels of management.
* Detail oriented with the ability to research, organize and analyze financial data.
* Ability to convey a sense of urgency and drive issues/projects to closure.
* Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.
* Ability to prioritize and manage multiple projects simultaneously.
* Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding.
* Strong financial analysis, modeling, and problem-solving.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$90,000.00 USD
Maximum:
$160,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Senior Analytics & Insights Associate
Senior Associate job 11 miles from Carrollton
When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future.
Summary:
In this role, you will support the Data & Digital Services team, which provides custom analytics and insights services to Vizient clients. You will conduct analyses and projects under limited supervision to identify actionable strategic insights and enhance decision making. You will present findings and recommendations to leadership and provide guidance in selecting alternative approaches. You will assist in training and mentorship to other team members and bring forward best practices.
Responsibilities:
* Support the delivery of customized analyses, leveraging internal and external, raw and published data, as well as structured and unstructured datasets.
* Leverage an understanding of competitive factors and Vizient differentiators into analysis and synthesize insights.
* Research and incorporate knowledge of best practices into identification of data sources and analysis of information.
* Perform advanced analyses, synthesize data, develop initial findings and recommend strategies in support of the strategic and business planning processes as well as executive decision-making.
* Establish strong working relationships and active communication with key internal and external stakeholders, ranging from analysts to executives, to effectively manage expectations.
* Leverage data to influence stakeholder decisions through advising and counseling.
* Plan and conduct stakeholder meetings to gather requirements and understand current business processes.
* Develop and maintain data sets and coordinate with others on dependencies.
* Utilize critical thinking to analyze complex business challenges, identify key issues, and develop innovative, data-driven solutions that enhance operational efficiency and drive strategic decision-making.
Qualifications:
* Relevant degree preferred.
* 5 or more years of relevant experience required.
* Advanced knowledge of MS Excel and SQL required.
* Strong analytical, critical thinking, database, and spreadsheet skills required.
* Experience with the Clinical Database (CDB) required.
* Strong written and verbal communication skills are required.
* Experience with Power BI or Tableau or other BI solutions required.
* Healthcare quality analytics skills required.
* Ability to meet rigorous deadlines, balance multiple priorities and achieve high levels of productivity while maintaining a high level of accuracy.
* Broad knowledge of Vizient portfolio of products and services is preferred.
Estimated Hiring Range:
At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $88,900.00 to $155,500.00.
This position is also incentive eligible.
Vizient has a comprehensive benefits plan! Please view our benefits here:
******************************************
Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities
The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.
Middle Office Sr. Associate
Senior Associate job 16 miles from Carrollton
HedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients' experience using unique proprietary technology coupled with robotic process automation, intuitive digital programs powered by machine learning, and enhanced by an extensive proprietary transaction data set. HedgeServ's entrepreneurial and innovative spirit cultivates a productive and agile environment enabling its team to anticipate clients' needs and consistently deliver solutions in real time. Led by the most experienced team of industry experts, HedgeServ with 1,500+ professionals around the globe expertly provides customizable solutions for their clients' risk, portfolio management, middle office, investor relations, accounting, regulatory, compliance, and tax services. Since its inception in 2008, HedgeServ has received numerous accolades, including Top Overall Administrator and #1 rankings for Fund Accounting, Reporting & Reporting Technology, Client Service, Investor Services, Alternative Fund Expertise, and Regulatory Expertise.
HedgeServ is a progressive company with continuously evolving ways of working to ensure a future-focused mindset. Our employees benefit from a robust career development framework and clear learning paths which outline career trajectory, training and progression plans. HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and fully paid comprehensive health and well-being benefits. HedgeServ was recognized as a Next Gen employer by RippleMatch on its list of 100 top workplaces for Generation Z for 2022. HedgeServ operates 13 offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, Philippines and Australia.
Job Description
As we continue through a period of growth, HedgeServ is searching for future leaders who can make an immediate impact on our already successful team. We're seeking college graduates who are decisive, energetic, and self-starting.
The Middle Office team performs trade support activities required by our hedge fund and private equity client base. This includes electronic trade/deal capture, confirmation/affirmation of activity, settlements, cash and collateral management, t+1 break resolution, technology development, and valuations processing. This position typically exposes the candidate to a wide range of financial markets and tradeable products including highly complex derivative instruments.
A successful candidate will assume considerable responsibility within six to twelve months, serving as the primary point of contact on client relationship(s), helping on-board new clients with the guidance of senior team members, and participating in cross-team projects all being possibilities.
Role Responsibilities
Provide trade support for multi-billion dollar hedge funds where primary responsibilities include: trade capture, confirmation/affirmation, reconciliation, operational reporting and ad-hoc client queries
Assist in supporting esoteric OTC documentation process as well as our settlements process as needed
Apply client specific pricing affirmations to accurately value their portfolio
Work with the client, internal teams and brokers to ensure daily cash and position reconciliations are being completed efficiently to mitigate risk and meet client deliverables
Monitor and process all product life-cycle events
Institute innovative technological solutions to solve client requests in conjunction with our business development team
Pre-Requisite Knowledge, Skills, and Experience
2-5 years of experience in a middle office or trade support role
Industry platform knowledge: MarkitWire, DerivServ, Markit Trade Manager, TRM, Traiana Harmony, Bloomberg, DTCC/Icelink, PB Portals is a plus.
Exposure to various financial products. Complex products a plus. Examples: Mortgage Backed, IRS, Swaptions, Basis Swaps, Variance/Volatility Swaps, FX Options, TRS, Futures, CDS, Equities, Options, Bonds/REPO's
Intermediate level of Excel is
Clear and persuasive communicators, who can articulate their actions, identify root causes, and suggest improved ideas
Senior Associate, Business Control & Risk Management
Senior Associate job 16 miles from Carrollton
Senior Associate, Business Control & Risk Management Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth.
We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally.
Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together.
Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sr.
Associate, Business Control & Risk Management operates within the First Line of Defense and is accountable to assist the Business Control & Risk Management team in driving effective and consistent business line execution against the Enterprise Risk Management Framework.
The incumbent is expected to champion the Business Control mandate as a critical business partner guiding stakeholders to embed risk management practices in the 1st line.
The Sr.
Associate serves as a subject matter expert by advising and guiding risk initiatives such as risk assessments, KRI/KPI development and monitoring, working with the business line to proactively self-identify issues, and ensure on-time remediation of issues.
The Sr.
Associate must be able to effectively collaborate with various stakeholders while influencing strategic goals.
• Lead the design and execution of scenario analysis exercises in partnership with business units and CIB Business Control Officers (BCOs), driving the articulation of key assumptions and impacts.
• Direct and oversee the execution of the firm's Material Risk Identification and Assessment (MRIA) program, ensuring enterprise-wide risk assessments are timely, complete, and integrated into formal risk governance frameworks.
• Develop and refine the strategic framework for Key Risk Indicators (KRIs), overseeing the implementation and continuous enhancement of threshold monitoring to proactively identify emerging risk trends and ensure timely escalation to senior management.
• Produce and oversee risk reporting and MIS, synthesizing scenario outcomes, KRI performance, and material risk themes for BCOs, risk governance committees, and CIB executives.
• Act as a strategic partner to BCOs and risk owners, ensuring material risks are comprehensively identified, assessed, and managed within approved risk appetite and control frameworks.
• Govern and maintain ERM program documentation and lead periodic program reviews and enhancements related to scenario analysis, material risk inventory, and KRI processes, ensuring consistency with internal standards and regulatory expectations.
What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Req: Bachelor's Degree or equivalent work experience: Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field.
Pref: Master's Degree: Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field.
9 Years Risk Management, Internal Controls, Auditing, Credit Management, relevant line of business experience and/or legal or regulatory experience.
- Required.
5 Years Business Unit.
- Required.
Demonstrated experience executing risk projects across multiple business lines offering a wide variety of financial services products and services.
Advanced knowledge of the financial services sector, particularly the products and services of a commercial or investment bank.
Advanced understanding of the regulatory environment and how the risks of the products and services the bank offers are viewed by the Second Line of Defense and regulators.
Ability to build internal and external networks of information resources within the risk management ecosystem.
Operational Risk Management Experience Experience in gap or risk analysis High sense of urgency with ability to drive results Effective multi-tasking and prioritization skills Ability to handle diverse workload and and tight schedule Solid time management and organizational skills Organizational governance: Knowledge of the processes, customs, policies, and rules affecting the way the organization is administered and controlled; ability to ensure compliance with governance guidelines and policies Accuracy and attention to detail: Understanding the necessity and value of accuracy - ability to complete tasks with a high level of precision Internal controls: Knowledge of concept, methods, and processes of internal control; ability to create, implement, evaluate and enhance processes in internal controls Organizational awareness: knowledge of the organizational environment and tactics; ability to effectively navigate formal and informal communication and decision making channels Certifications: • Other Risk Certification - Preferred.
It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range.
For hourly positions (non-exempt), the annual range is based on a 40-hour work week.
The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range Minimum: $86,250.
00 USD Maximum: $155,000.
00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.
com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement: At Santander, we value and respect differences in our workforce.
We actively encourage everyone to apply.
Santander is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role.
Depending on location, occasional moving and lifting light equipment and/or furniture may be required .
Employer Rights: This does not list all of the job duties of the job.
You may be asked by your supervisors or managers to perform other duties.
You may be evaluated in part based upon your performance of the tasks listed in this .
The employer has the right to revise this at any time.
This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next : If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates.
If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.
us to discuss your needs.
Primary Location: Dallas, TX, Dallas Other Locations: Texas-Dallas Organization: Banco Santander S.
A.
Senior Associate, Financial Reporting Valuation
Senior Associate job 16 miles from Carrollton
VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.
About this role:
This position in our financial reporting valuation practice conducts valuation assignments for such purposes as purchase price allocations (ASC 805), impairment testing (ASC 350 / 360) and stock compensation (ASC 718 / 409A). This position will also have exposure to valuations for international tax restructuring purposes.
What you will do:
Build, modify and utilize financial models for business enterprise (DCF, market multiples) , securities (option-pricing methods) and intangible asset valuation (excess earnings method, relief-from-royalty method etc.)
Conduct research on clients, competitors, industries and capital markets, including market multiples, financial ratios, and discount rates
Manage basic projects from start to finish, resulting in articulate, client-ready deliverables
Direct analyst-level staff in data gathering and analysis, and review analyst work
Be actively involved in training new analysts in basic models and procedures
Build ongoing relationships with clients as part of the engagement process
What you will need:
4 to 6 years' work experience at a valuation firm or valuation practice of a public accounting firm
Bachelor's or Master's degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus
CFA, ASA or ABV designation is a plus (or progress toward such designations)
Extensive knowledge of Microsoft Office products, especially Excel
Effective communication skills, strong attention to detail, and analytical capabilities
Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a small team setting
Strong work ethic and ability to work flexible hours around critical due dates
Current authorization to work in the United States without the need for visa sponsorship now or in the future
What we offer you:
Competitive bonus program
Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
Generous time off/flexible work arrangements
Reimbursement for admission fees and study material for professional designations
Growth - VRC is growing, and so can your career
For more information on our various benefit offerings visit our Careers page
Our Commitment to Diversity & Inclusion:
VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************.
#LI-AL1
Healthcare Financial/Actuarial Senior Associate
Senior Associate job 16 miles from Carrollton
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.
**The position allows for flexible working:**
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.
Quantitative Modeling Senior Associate, Internal Audit
Senior Associate job 11 miles from Carrollton
At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing industry while being part of a collaborative team thriving in an energizing environment. Here, you will grow your career and help create access to affordable housing finance.
Job Description
As a valued colleague in our model risk audit team, you will participate in audit planning and execution in model risk related audits covering various areas of the mortgage finance business. You will conduct effective challenges on model risk management framework and on the effectiveness of model risk controls for enterprise-wide models covering mortgage products and securities. You will also be engaged with continuous monitoring to facilitate identification of emerging risk and risk assessment.
The Quantitative Modeling Senior Associate, Internal Audit 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:
* Participate in planning and execution of model audit engagements and technical audit reviews of models. Provide credible challenge in auditing the modeling practices across the enterprise, including evaluation of development documentation, validation activities and ongoing model performance monitoring.
* Apply specialized technical knowledge and expertise to perform model reviews in any or more of the following areas related to mortgage finance activities: credit risk, counterparty credit risk, and interest rate risk.
* Engage in continuous model risk assessments and monitoring in coverage areas.
* Build and maintain relationships with business partners. Provide advice and share Internal Audit knowledge with business partner managers and staff to strengthen governance, risk and control environments, as appropriate.
* Understand model risk regulatory requirements, supervisory guidance (e.g. SR 11-7), model risk policy and current industry practices in credit, interest rate or counterparty credit risk modeling.
* Communicate technical subject matter clearly and concisely.
Minimum Required Experience
* Bachelor's degree in areas of Statistics, Quantitative Finance, Financial Engineering, Economics, or related quantitative discipline
* 2+ years' Quantitative Analytics experience in the development, validation or auditing in any or more of areas in credit, interest rate, counterparty credit risk, and / or fixed income valuation models in the financial services industry
* Strong analytical skills with attention to details; critical thinking
* Strong written and verbal communication skills
* Project management skills
* Being proficient in one programming language (e.g. R, Python, SAS, etc.)
* Self-motivated
Desired Experience
* Advanced degree (Master or Ph.D.) in quantitative Finance disciplines.
* Professional certification, such as CFA, FRM, CIA
* 2+ years of model risk management experience and / or auditing experience at a large financial institution or consulting firm
* Knowledge of mortgage finance and secondary mortgage market
* Knowledge of credit risk modeling of single-family and multi-family mortgages
* Knowledge of interest rate management practices
Internal Audit - Quantitative Modeling - Senior Associate
Target Pay Range: $121,000 - $158,000
#LI-NL1 - Hybrid
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:
121000
to
158000
Sr. Associate, Client & Advisor Services
Senior Associate job 16 miles from Carrollton
Firm Description
SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.
Role
SCS Financial is looking for a Senior Associate to join the Client Advisor Services team. This is an excellent opportunity for candidates who would like to contribute to one of the firm's core business management teams. The Client Advisor Services team is responsible for many of the integral operating functions that support the Private Client Group. As a member of this group, the Senior Associate will participate in the onboarding of new client relationships, organization and maintenance of client information, research projects, presentation development and facilitation of various firmwide support functions. The Senior Associate will also regularly interface with numerous teams within the firm to support client relationships. We are seeking candidates who are well organized, detail‐focused, energetic, and team‐oriented. The right candidate is a self‐starter with a strong work ethic who has excellent communication skills and the ability to think critically.
Responsibilities
• Provide support in establishing new accounts and account maintenance.
• Participate in new client relationship onboarding efforts, interface directly with external custodians in the account opening and asset transfer process
• Facilitate client directed money movement with custodian banks. Maintain internal records supporting all asset movements in client accounts. Oversight and approval of money movements initiated by junior Associates.
• Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firm's database.
• Work closely with other middle office teams to ensure client portfolio information is accurate and updated on a regular and timely basis.
• Support investment processing procedures, especially subscription-based investments.
• Assist in or oversee the completion of ad hoc information or report requests from advisors.
• Participate in the enhancement of firmwide projects designed to improve the overall client experience, internal workflows, or data movement around the Firm.
• Proposal Generation for prospective and existing clients
• Prepare and assemble presentations for prospects and clients.
Qualifications
• Minimum of a Bachelor's degree (B.A.) from four-year College or University
• 3-5 years of experience in a comparable role within the financial services industry.
• Prior experience specifically in wealth management, RIA, or family office is preferred.
• Prior experience working with custodians (Pershing, Schwab, Fidelity) is preferred.
• Strong attention to detail and Ability to multi‐task
• Strong communication skills, both written and oral
• Proactive and solutions oriented; consistently willing to take initiative to solve problems
• Proficient to Advanced knowledge of Microsoft Office Products
• Experience with data analytics tools such as Morningstar
• Experience with Addepar, Black Diamond or other performance reporting systems
• Experience with CRM Tools (Salesforce)
This is an Exempt position
SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.
Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other reward may include an annual cash bonus and a comprehensive benefits package.
Senior Associate Facilities Operations
Senior Associate job 16 miles from Carrollton
Senior Associate Facilities Operations Specialist Compensation: $100000 - $120000 target annually
Our client is seeking a Facilities Operations Senior Associate to oversee and optimize the
operation of critical infrastructure across a portfolio of properties in the NY Tristate Area. This
role includes managing maintenance, incident response, and long-term infrastructure projects
while identifying opportunities for operational improvement.
Key Responsibilities:
Manage and oversee critical infrastructure operations, including UPS, HVAC, emergency
generators, electrical systems, and fire detection/suppression systems.
Coordinate maintenance schedules, incident escalation, and corrective repairs.
Build and maintain relationships with outsourced workforce and critical infrastructure
vendors.
Respond to emergencies and supervise corrective maintenance services.
Assist in developing and managing operational and capital budgets.
Create and implement operations and maintenance policies to meet organizational
goals.
Collaborate with Facility Management, Data Center Operations, and Security to optimize
existing processes and infrastructure.
Qualifications:
Minimum 6 years of experience in facility operations or critical infrastructure
management.
Bachelors degree in Electrical or Mechanical Engineering or equivalent technical work
experience.
Expertise in MEP infrastructure operations, particularly for multi-story office buildings
and data centers.
Proficiency in MS Office; familiarity with AutoCAD and MS Project is a plus.
Preferred Skills:
Experience with design, construction, commissioning, and operations of facilities.
Strong technical knowledge of MEP drawings and related systems.
This role offers a competitive salary, benefits, and an opportunity to make a significant
impact on critical operations for a forward-thinking organization.
Senior Associate, Financial Reporting Valuation
Senior Associate job 16 miles from Carrollton
About VRC:
VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.
About this role:
This position in our financial reporting valuation practice conducts valuation assignments for such purposes as purchase price allocations (ASC 805), impairment testing (ASC 350 / 360) and stock compensation (ASC 718 / 409A). This position will also have exposure to valuations for international tax restructuring purposes.
What you will do:
Build, modify and utilize financial models for business enterprise (DCF, market multiples) , securities (option-pricing methods) and intangible asset valuation (excess earnings method, relief-from-royalty method etc.)
Conduct research on clients, competitors, industries and capital markets, including market multiples, financial ratios, and discount rates
Manage basic projects from start to finish, resulting in articulate, client-ready deliverables
Direct analyst-level staff in data gathering and analysis, and review analyst work
Be actively involved in training new analysts in basic models and procedures
Build ongoing relationships with clients as part of the engagement process
What you will need:
4 to 6 years' work experience at a valuation firm or valuation practice of a public accounting firm
Bachelor's or Master's degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus
CFA, ASA or ABV designation is a plus (or progress toward such designations)
Extensive knowledge of Microsoft Office products, especially Excel
Effective communication skills, strong attention to detail, and analytical capabilities
Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a small team setting
Strong work ethic and ability to work flexible hours around critical due dates
Current authorization to work in the United States without the need for visa sponsorship now or in the future
What we offer you:
Competitive bonus program
Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
Generous time off/flexible work arrangements
Reimbursement for admission fees and study material for professional designations
Growth - VRC is growing, and so can your career
For more information on our various benefit offerings visit our Careers page
Our Commitment to Diversity & Inclusion:
VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************.
#LI-AL1
HedgeServ - NAV Sr. Associate, application via RippleMatch
Senior Associate job 16 miles from Carrollton
This role is with HedgeServ. HedgeServ uses RippleMatch to find top talent.
HedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients' experience using unique proprietary technology coupled with robotic process automation, intuitive digital programs powered by machine learning, and enhanced by an extensive proprietary transaction data set. HedgeServ's entrepreneurial and innovative spirit cultivates a productive and agile environment enabling its team to anticipate clients' needs and consistently deliver solutions in real time. Led by the most experienced team of industry experts, HedgeServ with 1,500+ professionals around the globe expertly provides customizable solutions for their clients' risk, portfolio management, middle office, investor relations, accounting, regulatory, compliance, and tax services. Since its inception in 2008, HedgeServ has received numerous accolades, including Top Overall Administrator and #1 rankings for Fund Accounting, Reporting & Reporting Technology, Client Service, Investor Services, Alternative Fund Expertise, and Regulatory Expertise.
HedgeServ is a progressive company with continuously evolving ways of working to ensure a future-focused mindset. Our employees benefit from a robust career development framework and clear learning paths which outline career trajectory, training and progression plans. HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and fully paid comprehensive health and well-being benefits. HedgeServ was recognized as a Next Gen employer by RippleMatch on its list of 100 top workplaces for Generation Z for 2022. HedgeServ operates 13 offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, Philippines and Australia.
Job Description
As a Fund Accountant in our NAV (Net Asset Value) department, you will be responsible for the execution of challenging tasks, within the guidelines and procedures provided by HedgeServ and under the supportive supervision and guidance of a Fund Accounting Supervisor and Fund Accounting Manager. Integral to your role, is the reconciliation, trade capture, processing of corporate actions and pricing. You will be required to perform these core tasks accurately and in a timely and efficient manner. Every Fund Accountant will receive induction training tailored to key topics related to your role. In addition, there will be client-focused, technical on-the-job training, throughout the course of the graduate program.
Please note, this role will be hybrid in Dallas, TX or Raleigh, NC. Visa sponsorship will not be offered at this time.
Role Responsibilities
The preparation of Cash and Positions Reconciliations
Preparation and processing of income and expense accruals
Verification and processing of corporate actions
Assist in the audit process and financial statement preparation if required
Establish and maintain good relationships with internal service departments and clients
Attend and participate in team meetings
Ensure that HedgeServ's client focused ethos is maintained on a daily basis
Pre-Requisite Knowledge, Skills, and Experience
Accounting, Economics, Finance, Legal or Business Degree
IT Literate with an emphasis on Excel
Ability to be flexible, self-motivated and work under pressure to tight deadlines
Strong analytical and problem-solving skills
Ability to work effectively both within a team structure and independently
2-5 years of experience
Senior Associate, Business Incentives Group
Senior Associate job 16 miles from Carrollton
The Specialized Tax Services (STS) Tax Senior, Business Incentives Group is responsible for leading or supporting our services to identify, calculate, document, and support on examination by tax authorities Business Incentive Group (BIG) tax credits and other tax incentives. In this role, and utilizing their educational knowledge, experiences, communication, and organizational skills, STS Tax Credits & Incentives Senior Associates work with senior STS professionals to, among other things, prepare project workplans and budgets, interview client personnel to obtain data and documentation relevant to calculating and documenting available tax credits and incentives, prepare reports for clients describing their available tax benefits and supporting facts, and train and mentor STS BIG Interns, Associates, and possibly other Senior Associates to enable them to do so.
Job Duties:
* Tax Consulting
* Develops long-term, mutually beneficial client relationships
* Provides premier-quality services to our clients leveraging and/or improving our standard business practices and technologies
* Leads or participates actively during interviews with client personnel to identify and document qualifying activities and costs
* Prepares or reviews calculations, qualified cost schedules, descriptions of qualified activities, supporting client documentation, etc.
* Completes tasks efficiently and effectively, organizing workpapers so that required revisions are minimal
* Takes initiative to ensure proactively that due dates are met
* Prepares or reviews final client deliverables summarizing, e.g., our analysis and results
* Participates in researching potential new clients, their tax position, facts that might trigger issues or opportunities for them, etc.
* Operates online research tools efficiently to gather pertinent tax, legal, industry, and other information
* Continues building tax knowledge by monitoring relevant tax laws and educating oneself on tax strategies
* Complies with industry standards and the policies outlined in the BDO Tax Quality Manual
Supervisory Responsibilities
* Trains and mentors STS BIG Interns, Associates, and possibly other Senior Associates
Qualifications, Knowledge, Skills, and Abilities:
Education:
* Bachelor's degree, required
Experience:
* Two (2) or more years prior experience in accounting, tax or finance (including internships), required
* Prior experience in research and development and/or other tax consulting roles (e.g. accounting methods, 263A, FDII), preferred
* Experience in preparing/reviewing tax provisions, corporate taxation, consolidations, and partnerships, preferred
License/Certifications:
* Currently holds or working towards Certified Public Accountant license, Enrolled Agent certification, or Juris Doctorate degree, preferred
Software:
* Advanced proficiency in the use of Microsoft Office Suite, especially Microsoft Excel & Word, preferred
Other Knowledge, Skills & Abilities:
* Excellent verbal and written communication skills
* Entrepreneurial spirit and leadership mentality
* Ability to interact effectively with people at all organizational levels of BDO
* Ability to work independently and within a team environment with a focus on superior customer service
* Exceptional organizational and project management skills, with ability to multi-task in a fast-paced, deadline-driven environment
* Strong initiative, drive to lead, and desire and ability to enhance and grow the STS practice
* Building, maintaining, and utilizing networks of client relationships and community involvement
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $73,500 - $131,250
NYC/Long Island/Westchester Range: $73,500 - $131,250
Washington DC Range: $73,500 - $131,250
Senior Associate - Risk Consulting, Internal Audit (Global Banks)
Senior Associate job 16 miles from Carrollton
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.
We are looking for experienced professionals to join our rapidly growing Global Banking Risk Consulting Practice, focused on Anti-Money Laundering (AML)/Countering the Financing of Terrorism (CFT) Consulting. Candidates for this role will join a diverse, high performing team of professionals with extensive experience working with top US and Global Banking institutions in a multitude of capacities. As a member of our Regulatory Compliance Consulting practice, focused on serving global banking institutions, candidates will step into a dynamic culture that values innovative thinking, solution focused collaboration, and diversity of thought and experience, all while providing opportunities for professional growth and advancement.
As a Senior Associate in RSM's growing Regulatory Compliance Practice, focused specifically on serving Global Banking enterprises, you will have the opportunity to draw from your experience and knowledge to continue to grow your leadership skills through a high degree of client and banking industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
AML/CFT Senior Associates have front line exposure to the detailed work that our teams are executing on a daily basis and are central to delivering on our brand promise of The Power of Being Understood. As a AML/CFT Senior Associate focused on serving our Global Banking clients, you will be an integral team member by assisting with planning of projects, conducting fieldwork, discussing findings and observations during client exit meetings, preparing work papers to support conclusions, reviewing staff work papers, and assisting in the presentation of the results of our work to client stakeholders, in all three lines of defense.
Key Responsibilities
Subject Matter Experience
* Possess a strong understanding of AML/CFT/Sanctions internal controls concepts and their application in differentiated client environments, specifically within complex global banking and brokerage organizations.
* Capable of conducting fieldwork independently, with guidance from client and project team members, while having the opportunity to lead more junior team members and sharing knowledge and coaching on how to execute against project objectives.
* Prior practical experience with understanding and independently assessing AML/CFT/Sanctions policies, procedures, and controls.
* Have a fundamental understanding of strategic planning and other business matters, helping their project team to identify emerging risks and opportunities.
* Prior practical experience with identifying AML/CFT/Sanctions internal controls, assessing their design and operational effectiveness, identifying where controls have not operated effectively, present potential risk exposures to project team members and assist in the development of remediation plans to support providing remediation guidance to clients.
* Desire to research and identify emerging trends within the global banking sector (e.g. AI , use of data and analytics, etc.)
Contributions to Firm Culture
* Model the core RSM values of respect, integrity, teamwork, excellence, and stewardship in all interactions with clients and team members.
* Be open to new ideas and challenges and help foster a culture that encourages people to ask questions, seek diverse perspectives, and challenge those around you.
* Develop executive presence through interactions with management within RSM and our clients.
* Develop meaningful relationships with client personnel and colleagues.
* Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions.
Client Experience
* Continually demonstrate an eagerness and willingness to learn more about AML/CFT in the Global Banking sector and the clients that we serve in in this space and leverage your understanding to advance towards becoming your clients' trusted advisor.
* Exhibit basic knowledge of key global banking industry fundamentals, regulatory environment, and terminology.
* Identify current and relevant global banking industry thought leadership and share with clients as relevant.
* Independently implements and coaches associates on foundational global banking industry policies, procedures, and work-programs.
* Owns process level client relationships and collaboration with external stakeholders.
* Prepare/Review initial drafts and follow-ups on client request lists.
* Participate in AML/CFT/Sanctions risk assessment management interviews. Update risk assessment models and complete initial draft of identified risks.
* Prepare and conduct tests of the operating effectiveness of clients' internal controls.
* Draft internal controls operational effectiveness test plans or work programs for review by senior members of the team.
* Create/review narratives or flowcharts for a process. Identify and review all risks and controls for a process as needed.
* Perform first level review of staff work for accuracy, completeness, and well-reasoned conclusions.
* Manage budgets and provide accurate analysis of estimates to complete to project leader.
* Review and complete status documents for client delivery.
* Prepares initial draft of client facing reports.
* Develop the ability to support multiple client projects simultaneously, while actively contributing to other firm initiatives.
Talent Experience
* Encourage colleagues to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment.
* Proactively seek out opportunities to learn from or teach team members, build a coaching/mentoring network and take advantage of training opportunities to continually expand skills and leadership capability.
* Maintain willingness to give and receive candid feedback in both written and verbal form. Commit to self-development in response to constructive feedback received.
* Provide assistance, guidance, and feedback to associates assigned to work with you.
* Support recruiting efforts by understanding and promoting the RSM brand.
Business Development
* Actively participate in relevant industry associations and learning/development events to build industry perspective and contacts.
* Gain knowledge of key compliance fundamentals, regulatory environment, and terminology relevant to the global banking sector.
* Build an internal network and become aware of other services provided by the firm.
Position Qualifications
* Bachelor's degree in business, accounting or related discipline
* Minimum of two years of practical experience in external audit, internal audit, or related internal control positions serving large global banking institutions. Experience in prior public accounting or professional services firm or within a regulatory body is preferred.
* Knowledge of AML/CFT/Sanctions risks, regulations, and typologies
* Exposure to the design and implementation of AML programs
* Proficiency in professional writing, spreadsheet, and presentation creation tools. Exposure to data analytics tools is preferred.
* Qualified to pursue a job-relevant certification including CAMS, CRCM, CIA
* Ability to travel to meet client needs and work collaboratively with others in-person and remotely.
* Effective communication skills, both verbally and in writing.
* Effective time management and prioritization skills.
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: $73,500 - $139,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Counterparty Credit Risk Senior Associate
Senior Associate job 16 miles from Carrollton
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Pay and Benefits:
* Competitive compensation, including base pay and annual incentive
* Comprehensive health and life insurance and well-being benefits, based on location
* Pension / Retirement benefits
* Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
* DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The impact you will have in this role:
The Counterparty Credit Risk (CCR) team is responsible for assessing the financial stability of potential DTCC applicants (comprised of U.S. and Foreign banks, broker-dealers, and other types of financial institutions) through the interpretation of financial documents. As a Senior Credit Risk Associate within the CCR team, you will assess the creditworthiness of new applicants applying for membership based on fundamental analysis, which will include interpreting financial documents as well as recommending credit conditions if needed. You will perform new member application write-ups, Treasury Counterparty and Line of credit provider reviews. You will also be tasked with understanding the credit risk rating matrix, and the assessment of existing risk controls.
Your Primary Responsibilities:
* Analyze financial documents to identify credit risks and mitigants, and to assess trends in financial institutions' (e.g., banks, broker-dealers, insurance companies, hedge funds, etc.) capital adequacy, profitability, asset quality, and liquidity/funding management
* Work with internal departments, including Market Risk, Product Management, Relationship Management, Legal, and Compliance, to maintain visibility when assessing potential risks or concerns with new applicants.
* The Senior Associate will be the main point of contact for the new applicant and will be responsible for running and coordinating due diligence calls.
* Review new member full-service applications to assess whether the applicants' financial condition meets DTCC member requirements.
* Adhere to risk-related policies and standard processes of CCR.
* Analyze and assess Investment Counterparties and Line of Credit Providers and occasionally Third-Party Vendors.
* Demonstrate the behaviors and proficiencies that build a risk management mentality in the organization
* Demonstrate regulatory awareness and compliance and ensure adherence to risk-related policies and standard methodologies
* Ensure compliance with CCR's policies and procedures
NOTE: The responsibilities of this role are not limited to the details above.
Qualifications:
* Bachelor's degree in Accounting, Finance, Business, or Economics required. MBA, FRM or CFA preferred.
* 5+ years' Proven experience analyzing financial institutions (broker-dealers required).
* Prior experience with setting credit covenants or conditions to mitigate risk.
* Hedge Fund analysis experience a plus.
Talents Needed for Success:
* Excellent knowledge of financial statement analysis for various financial institutions, particularly banks, broker-dealers and hedge funds.
* Fundamental credit analysis skills, including knowledge of CAMELS and other rating systems
* In-depth understanding of regulatory rules and regulations
* Effective interpersonal skills, both oral and written
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Senior Associate- Underwriter, Investment Advisory
Senior Associate job 16 miles from Carrollton
Founded in 1988 and headquartered in Atlanta, Trimont (**************** is a specialized global commercial real estate loan services provider and partner for lenders seeking the infrastructure and capabilities needed to make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit.
We do this with a team of 400+ extraordinary Team Members who serve a global client base from offices in Atlanta, Dallas, Kansas City, London, New York and Sydney. We empower our skilled global teams by equipping them with the necessary knowledge and advanced technology, as well as fostering a culture driven by values. This approach helps our teams excel and build meaningful client relationships, while providing the highest quality service and feeling proud of the work they do.
Trimont is an innovative firm where visionary professionals come to learn, grow, and thrive with colleagues driven by curiosity and collaboration.
Learn: We believe ongoing learning is critical and are focused on providing a work environment where all team members can take ownership of their careers.
Grow: We work alongside the largest institutional lenders in the world, overseeing the most significant projects in the industry. This unique opportunity allows us to broaden our skillset and develop our abilities by tackling some of the industry's most challenging and exciting endeavors.
Thrive: Our firm is a place where ethics and excellence meet to create an experience that matches our capabilities. There are no limits to what we as team members as an organization, can achieve together.
Job Summary:
The Senior Associate in Investment Advisory (IA) will play a pivotal role in delivering exceptional, detail-focused service alongside team members. This role involves generating timely and precise analytical information to bolster both the IA and Asset Management (AM) platforms, covering an array of capital structures (including debt and equity) and property types (such as office, retail, industrial, multifamily, self-storage, student housing, and hospitality). Interaction with client representatives and Trimont team members is a key part of the job, requiring excellent interpersonal skills and a professional, urgent approach to communication. The successful candidate will not only flourish in a team setting but also demonstrate the independence and initiative necessary for solo achievements, including the confidence to seek clarity on complex issues or tasks.
Responsibilities:
Participate in the quarterly re-underwriting of cashflows and valuations of the client's performing and non-performing portfolio of real estate assets in cooperation with the assigned asset managers and IA team members.
Assist with the ad hoc re-underwriting of certain real estate assets as needed for Collateralized Loan Obligation contributions and/or reinvestments, rating agency inquiries or as necessary for other key stakeholders.
Refine and enhance the existing underwriting models being used for valuation and cash flow projections of the client's performing and non-performing portfolio of real estate assets.
Produce new excel model's from scratch as needed to support both debt and equity investments. Model's to include cash flow assumptions, debt/equity waterfalls, asset sales assumption modeling, etc.
Updated valuation of assets based on comparables support, market feedback/discussions, understanding of Direct Capitalization Rate and Discounted Cash Flow/Reversion methodology's
Provide ongoing support for the existing underwriting guidelines that govern the underwriting approach for each of the client's real estate assets.
Run Argus audits and scenarios on existing performing and non-performing office/industrial assets.
Research market and submarket conditions for updating asset cash flows and valuations on a quarterly basis.
Perform detailed quantitative analysis, including comparisons of budgeted, actual, and forecasted cash flows.
Conduct market research to gather sale comparables and assumptions needed for accurate valuations.
Engage with third party appraisers and ability to review and challenge the findings
Oversee and ensure adherence to quality standards and procedures, identifying and addressing any discrepancies to maintain the highest level of product or service excellence.
Foster a collaborative and supportive team environment, promoting knowledge sharing and continuous improvement.
Stay updated with industry trends and advancements to continuously enhance team performance and service delivery.
Presentation to both internal team members and client teams on work product conclusions and findings
Some limited travel on a quarterly basis
Required Qualifications:
Bachelor's degree in real estate, finance, accounting, or a similar field is preferred.
2+ years of prior commercial real estate underwriting experience.
Knowledgeable about commercial real estate transactions, investment analysis and loan terms.
Familiar with commercial real estate valuation methods and principles for all property types
Ability to effectively evaluate credit risk based on loan sizing and cash flow and valuation trend analysis
Understanding of borrower and deal capitalization structures including mezz and preferred equity
Ability to effectively explain the underwriting analysis to the client and other key stakeholders.
Capable of managing tasks efficiently and adhering to deadlines.
Proficiency in applications such as CoStar, Trepp and Smith Travel Research (STR) reporting, and Argus Enterprise software a plus.
Experience with underwriting software and technology.
Proficiency in financial modeling and risk assessment tools.
Demonstrated high level of proficiency in Microsoft Excel.
Proficiency in Microsoft Word and Outlook.
Trimont is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please contact us. We are proud to maintain a drug-free policy, ensuring that our community is a secure and productive space for all our team members.
Associate - Corporate/Private Equity (Senior)
Senior Associate job 16 miles from Carrollton
Make Big Deals Happen - Senior Associate, Corporate & Private Equity
Level up your legal career with a top-tier AmLaw 100 firm redefining what it means to practice at the highest level.
You'll want to keep reading if you're a deal-savvy attorney ready to lead, grow, and drive change.
Location Options: Dallas, Pittsburgh, Charlotte, New York, Chicago, San Francisco, or LA (Century City)
Salary: $355,000-$410,000 + bonuses
Work Style: Hybrid (because balance matters)
What You'll Do
You'll be at the center of private equity and M&A dealmaking. Working with founders, funds, and investors across the country. This isn't just another PE seat. You'll handle complex, high-stakes transactions like:
Buyouts and roll-ups
Independent sponsor deals
Minority and mezzanine investments
Fund formations for private equity, venture capital, and real estate players
You'll have the autonomy to lead, the resources to grow, and the backing of a national platform consistently ranked by PitchBook, Bloomberg, and others.
What You Bring
5-7 years of experience in PE/M&A deals
You've led deals, not just papered them
Clear communication, sharp judgment, and confidence with clients
Bar admission (any U.S. state)
A record of academic and professional excellence
Why This Firm
A serious reputation, with a forward-thinking culture
High-impact work with real career velocity
Transparent comp + pro bono credit + performance rewards
A long-term commitment to inclusion, purpose, and real flexibility
Let's Build Something Bigger
If you're ready to work with bold clients and even bolder colleagues, let's talk. This is where legal careers scale-and where impact happens.