Senior associate jobs 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 **************************.

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**

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.

Description & Requirements The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements. What You Will Do: * Lead and execute integrated audits in accordance with PCAOB standards, including both financial statement and internal control audits * Evaluate design and operating effectiveness of internal controls over financial reporting (ICFR). * Collaborate with cross-functional teams including tax and IT audit specialists. * Perform detailed audit procedures over various income statement and balance sheet accounts * Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks * Deliver exceptional client service that exceeds expectations through timely, unmatched support while cultivating strong relationships as a trusted advisor and partner in their success * Collaborate proactively with key client management to identify issues and recommend practical solutions. * Take ownership of assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes * Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation. * Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge * Support the proposal process for prospective clients by contributing insights and helping articulate the firm's capabilities and areas of expertise * Collaborate on Forvis Mazars-sponsored technical publications and contribute to internal learning and development sessions to share knowledge and foster team growth * Represent the firm at campus recruiting events, engaging with top-tier university talent to promote the company's brand, share career opportunities, and support early talent acquisition initiative Minimum Qualifications: * Bachelor's Degree in Accounting or related field * 2+ years of relevant audit experience * Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy. * Proficiency in Microsoft Office Suite * Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. Preferred Qualifications: * Master's Degree in related field * Current and valid CPA (Certified Public Accountant) license * Experience with Caseware software for financial reporting and audit documentation * Upstream or E&P experience * PCAOB/ICFR or Integrated Audits experience * Strong understanding of SOX 404, COSO framework, and PCAOB auditing standards #LI-DFW #LI-HL2

Job DescriptionGlobal Finance Senior Associate Attorney or Of Counsel Location Options: New York, Los Angeles, Irvine, Atlanta, Boston, Chicago, Dallas, Washington, Houston, Palo Alto, San Diego, San Francisco Direct Counsel is partnering with a top-tier international law firm to recruit a Senior Associate or Of Counsel with at least seven years of experience to join its highly ranked Global Finance practice. This is an outstanding opportunity for a finance attorney who thrives in a fast-paced, sophisticated transactional environment and is seeking direct access to market-leading clients, high-impact deals, and business development support. The firm's Global Finance group represents an elite client base of private credit funds and major financial institutions on a broad range of acquisition financing transactions, including leveraged buyouts, recapitalizations, and cross-border deals. The team is known for handling cutting-edge financing matters, often in connection with high-value private equity transactions. Key Responsibilities: Structure, negotiate, and manage complex acquisition financing transactions on both borrower and lender sides. Lead or support deal teams in drafting and reviewing credit agreements, commitment letters, intercreditor agreements, and related documentation. Serve as a point of contact for clients and coordinate with cross-border deal teams and practice groups. Play an active role in mentoring junior associates and contributing to the ongoing growth of the practice. Engage in business development efforts with support and training provided by the firm's leadership. Qualifications: Minimum of 7 years of experience in acquisition finance or leveraged finance at an Am Law 100 or equivalent law firm. Demonstrated expertise in handling sponsor-backed or fund-driven acquisition financings, with significant drafting and negotiating experience. Strong academic credentials from a top-tier law school. Excellent client communication skills and a proactive, business-minded approach. Admission to practice in the jurisdiction corresponding to the office of interest (NY, CA) and in good standing. Compensation: Base salary range: $435,000 to $450,000, depending on level and experience. Generous bonus structure and benefits package offered by the firm. This role provides high visibility with the firm's finance leadership and a path for attorneys looking to deepen their expertise in acquisition finance while contributing to a practice that is central to the firm's continued global expansion. If you're interested in learning more, please reach out to Direct Counsel. All inquiries will be kept strictly confidential.

Senior Regulatory Associate, Simmons Cancer Center - (909059) Description Senior Regulatory Associate - Simmons Cancer CenterWHY UT SOUTHWESTERN?With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort Worth according to U. S. News & World Report, we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career! JOB SUMMARYJoin UT Southwestern as a Senior Regulatory Associate (RA) in Simmons Comprehensive Cancer Center Education and Training Office for cancer research. In this role, you will be primarily responsible for regulatory support of a specific Disease Oriented Team's (DOT) clinical trials under the leadership of the Cancer Center Associate Director of Clinical Research as well as provide support and backup for other DOTs as needed. The primary role of the regulatory team is to review study protocols, draft consent forms, complete IRB and/or FDA submissions (initial, modifications/amendments, continuing reviews, and study closure), maintenance of essential regulatory documents both electronic and paper, and preparing and facilitating the DOT studies for long term storage at Iron Mountain. In addition, each regulatory team member provides ancillary services such as assisting with and maintaining the CTEP IDs for physicians as well as staff regulatory trainings. This position will also mentor the entry level and mid-level staff on the team. BENEFITSUT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include:PPO medical plan, available day one at no cost for full-time employee-only coverage100% coverage for preventive healthcare-no copay Paid Time Off, available day one Retirement Programs through the Teacher Retirement System of Texas (TRS) Paid Parental Leave BenefitWellness programs Tuition ReimbursementPublic Service Loan Forgiveness (PSLF) Qualified EmployerLearn more about these and other UTSW employee benefits!EXPERIENCE AND EDUCATIONRequiredEducationBachelor's Degree Experience3 years of related experience in review, oversight, or performance management of scientific research projects. May consider experience and education in lieu of requirements PreferredEducationAdvanced degree in health sciences field ExperiencePrevious service on an IRB or IACUC a plus. Licenses and CertificationsCERTIFIED PROFESSIONAL or Previous service on an IRB JOB DUTIESCollaborates closely with the IRB, IACUC, and other regulatory entities at the institution to provide optimal protocol review services for investigators. Prepares, submits, and revises all IRB or IACUC applications. Prepares and submits renewal and audit reports. Maintains working relationships with internal/external departments/agencies and other organizations associated with and/or receiving benefit from associated research projects. Monitors and evaluates research project quality control activities. Trains personnel on IRB, IACUC, and HIPAA compliance, and information security protocols. Recommends new policies and procedures for improvement of program compliance activities. Ensures compliance with applicable laws, regulations, policies, and procedures. Responsible for design, execution, and effectiveness of system of internal controls, which provide reasonable assurance that operations are effective and efficient. Reads literature and attends training and other functions as necessary to keep abreast of relevant scientific, regulatory, and technical developments related to oversight of clinical research. Performs other duties as assigned. SECURITY AND EEO STATEMENTSecurityThis position is security-sensitive and subject to Texas Education Code 51. 215, which authorizes UT Southwestern to obtain criminal history record information. EEOUT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status. Primary Location: Texas-Dallas-5323 Harry Hines BlvdWork Locations: 5323 Harry Hines Blvd 5323 Harry Hines Blvd Dallas 75390Job: Professional & ExecutiveOrganization: 371014 - SCC-Clinical Research OfficeSchedule: Full-time Shift: Day JobEmployee Status: RegularJob Type: StandardJob Posting: Nov 19, 2025, 10:31:02 PM

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.

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 monitoring and 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 * 2 year'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 degree or 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

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.

Beal Law Firm - DFW Metroplex (Work From Anywhere Hybrid) Beal Law Firm is a respected family law practice with over 130 years of combined legal experience. Founded by Eric D. Beal-Board Certified in Family Law by the Texas Board of Legal Specialization-we represent clients in high-stakes and complex divorce, custody, and family law matters across the DFW Metroplex and around the State of Texas. We believe that excellent lawyering begins with excellent people. Our attorneys are supported by cutting-edge technology and a culture built on integrity, flexibility, and results. What Sets Us Apart True Flexibility - Work from anywhere, anytime. We provide the technology and support so you can succeed on your terms. Three Simple Rules - Don't commit malpractice. Take care of the clients. If you do billable work, bill the time. Virtually everything else is up to you. Unlimited Potential - Our variable compensation model means your earnings grow with your effort, skill, and client development. Within reason, you control how much or how little you want to make. High Standards, High Support - We recruit and retain lawyers of character, professionalism, and drive. Our culture is built for attorneys who want to excel in both their craft and their service. ⭐ Who Thrives Here (and Who Won't) We are intentional about bringing in lawyers who show excellence, maturity, and pride in their work. You will be an excellent fit if you: Take ownership of your cases and your clients Are proactive, intelligent, and solution-oriented Value professionalism, integrity, and clear communication Have a strong track record of reliability, stability, and client satisfaction Care about people in crisis and want to genuinely help them Have high personal standards and take your legal career seriously This is not the right fit if: You are looking for a place to “coast,” avoid responsibility, or hide from work You have a history of chronic job-hopping or employment instability Your professional record or online reviews consistently reflect poor service, low effort, or ethical concerns You are not comfortable handling sophisticated or emotionally challenging family law matters You struggle with deadlines, follow-through, or basic professional expectations Role Description - Senior Associate Attorney As a Senior Associate Attorney at Beal Law Firm, you will: Independently manage complex Texas family law cases from intake through resolution, including litigation, negotiation, and settlement Represent clients with integrity, compassion, and skill Develop, attract, and retain high-quality clients (existing book strongly preferred) Work closely with experienced paralegals and support staff Set your own work style and schedule within our results-focused model Qualifications Licensed to practice law in Texas and in good standing Significant experience in Texas family law (divorce, custody, property division, support) Proven ability to handle depositions, hearings, and trials Strong client development and relationship-building skills Portable book of business preferred Impeccable ethics, intelligence, professionalism, and judgment Demonstrated history of reliability, consistency, and high-quality work Why Join Beal Law Firm? If you are a skilled family law attorney who wants: The freedom to practice law at a high level without bureaucracy The tools and technology to work from anywhere The opportunity to earn based on your talent and effort A firm culture that values integrity, flexibility, and exceptional client service Then Beal Law Firm may be the right fit for you.

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.

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.

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.

Come join JPMorgan Wealth Management as an Agility Senior Associate where you will be responsible for the education, adoption, and scaling of agile methodologies and encourage a culture of consistency and high performance in a leading financial institution. As an Agility Senior Associate on the Wealth Management Product Portfolio team, you will work with product and development teams to enable the team to work in a more productive and efficient manner. As a coach, you will champion continuous improvement, strategic thinking, and encourage an environment that fosters autonomy, mastery, & purpose. You will leverage your expertise to empower teams to deliver in the face of evolving requirements and priorities. Job Responsibilities Facilitate the adoption and adaptation of agile methodologies within teams and provide guidance, training, and support to propel continuous improvement and high performance Work with the Area Product Owner/Product Manager to align teams with the product vision, sprint activities, and other necessary information. Enable agile delivery by facilitating the prioritization of tasks and managing resources to effectively address complex situations to achieve goals. Coach product owners in creation and maintenance of the product backlog, including empirical planning. Analyze and interpret policies, identify key barriers, and apply your critical thinking skills to address challenges within the product development lifecycle. Communicate organizational impediments to leadership; clear impediments for the team. Create an environment of collaboration within the teams that allows for open dialogue and productive solutions for resolving conflicts. Required Qualifications, Capabilities, and Skills 3+ years of experience or equivalent expertise in a relevant domain, with a focus on coaching teams and individuals on agile methodologies and product management Possess knowledge of product development lifecycle stages, methodologies, and best practices, enabling effective guidance and support for teams Possess excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at various levels within the organization, effectively guiding group discussions and decision-making processes within the domain context Preferred Qualifications, Capabilities, and Skills Formal training on Agile coaching, such as recognized coaching certifications

WHO WE ARE Westwood Holdings Group, Inc. (NYSE: WHG) is a boutique asset management firm that offers a diverse array of actively-managed and outcome-oriented investment strategies, along with white-glove trust and wealth services, to institutional, intermediary and private wealth clients. For over 40 years, Westwood's client-first approach has fostered strong, long-term client relationships due to our unwavering commitment to delivering bespoke investment strategies with a vehicle-optimized approach, exceptional counsel and unparalleled client service. Our flexible and agile approach to investing allows us to adapt to constantly changing markets, while continually seeking innovative strategies that meet our investors' short and long-term needs. Our team at Westwood comes from varied backgrounds and life experiences, which reflects our origins as a woman-founded firm. We are committed to incorporating diverse insights and knowledge into all aspects of our services and solutions. Our culture and approach to our business reflect our core values-integrity, reliability, responsiveness, adaptability, flexibility and collaboration-and underpin our constant pursuit of excellence. For more information on Westwood, please visit westwoodgroup.com. Based in Dallas, Westwood also maintains offices in Chicago and Houston. ABOUT THE ROLE The Senior Associate, Fund Operations (Alternative Investments) is a member of the Westwood Alternatives Operations team focused on supporting the Westwood Alternatives Investment Platform and delivering best-in-class service to our key internal and external stakeholders. The ideal candidate will help build and continually improve key operational processes and procedures related to Westwood alternative investment vehicles, including portfolio investment transactional activity, treasury/banking activities, and data management, and will be a key member of a team in its early stages of institutionalization. A DAY IN THE LIFE Fund Operations * Play a key role in daily, monthly, quarterly, annual, and ad hoc fund operations activities * Oversee key treasury management activities, including tracking / reconciling bank accounts, facilitating cash transactions, and building / delivering internal reporting related to these activities * Support credit facility operations and compliance with credit agreements * Manage investment-, fund-, and investor-level performance calculations, analysis, and performance * Research and resolve investment and fund operations issues in a timely and exceptionally accurate manner Data Management * Track and maintain investment- and fund-related documents, data, and other information in systems and internal files Cross-Functional * Collaborate with the Westwood Alternatives Operations team to incorporate best-in-class processes and innovative technology across the team * Develop strong relationships with key service providers, including fund administrators, auditors, tax preparers, and systems vendors * Draft and maintain procedure documentation for critical activities and controls * Assist with requests from key internal stakeholders, including the Investment team, Distribution team, and Legal & Compliance team * Undertake special projects, as requested * Other duties as assigned WHAT YOU'LL NEED Minimum Education Required * Bachelor's degree in accounting, finance, economics or related field with a strong record of academic success. Licenses/Certifications Required * CFA, MBA, and/or CAIA preferred (or a desire to pursue them is a plus) Minimum Specific Experience Required * 3+ years of relative work experience, ideally in public accounting or at an institutional-caliber investment management firm (e.g., private equity fund, hedge fund, E&F, family office) * Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States * Must have unrestricted authorization to work in the USA. No visa sponsorship is available. WHO YOU ARE * High level of integrity and professionalism * Strong willingness and desire to learn and grow * Knowledge of U.S. generally accepted accounting principles, particularly investment fund accounting * Superior orientation to detail and accuracy * Robust and demonstrated quantitative and critical thinking skills * Excellent organizational and multi-tasking capabilities * Resourcefulness and ability to work effectively under pressure * Demonstrated ability to be proactive and self-motivated * Strong interpersonal skills and ability to work well in a team-oriented, collaborative environment * Effective listening, verbal, and written communication skills * High degree of proficiency with the Microsoft Suite of products, particularly Excel, Word, and PowerPoint JOB SPECIFICATIONS Physical Demands * The physical demands required to perform the essential duties successfully are consistent with a professional office environment. Travel * This position requires

JobID: 210683990 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $103,550.00-$172,000.00 Bring your expertise to JPMorganChase. As a part of Fraud Strategy, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Fraud Strategy is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As an Associate within the Fraud Strategy Team, you will be responsible for designing and validating fraud strategies, capabilities, and processes including working with Product, Technology and Operations. Your role will require a deep understanding of the business, data analysis to understand root causes, and the use of analytics to design and implement solutions. You will play a pivotal role in promoting end-to-end solutions that mitigate risk while balancing the minimization of revenue loss, operating costs, and customer impacts. Job responsibilities * Manage and enhance Fraud strategy to drive the intended tradeoff between fraud mitigation, financial performance, customer experience, and operational efficiency * Regularly monitor fraud trends and customer frictions to identify opportunities to improve fraud strategy performance * Leverage internal and external data sources and advanced analytic tools to drive accurate fraud detection * Partner with product, technology, and operations to develop new capabilities for better detection and treatment by helping design solutions, develop requirements and test before and after implementations * Collaborate closely with broader fraud strategy team and other cross functional teams to leverage best practice and ensure control and compliance * Stay on top of the industry trends and adopt industry best practices * Drive concise and effective oral and written communications with internal and external partners at different levels Required qualifications, capabilities, and skills * MS degree and 2+ years (or BS degree and 4+ years) of experience in risk management/data analytics. * Excellent collaboration and partnership skills with proven track record in working well with internal teams and external partners * Ability to think strategically to come up with a vison for areas of responsibility, develop roadmaps and drive execution to balance short-term vs long-term solutions * Strong knowledge of SAS, SQL, Python and MS Office required * Strong analytical thought leadership with the ability to leverage AI and machine learning to drive effective and innovative solutions * Strong process management and project management skills with the ability to drive capability development. * Strong communication skills with the ability to communicate effectively and strategically to senior leaders and key stakeholders * Demonstrated strong curiosity to learn and attention to details to drive analytical and execution quality Preferred qualifications, capabilities, and skills * Relevant fraud experience preferred * Product management experience is a plus To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

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

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

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. **The Role** + With clear guidance and direction, play an active support role in multiple client teams developing financial analyses, outputs and client deliverables across a regional team. + Develop working proficiency of core financial, actuarial and analytics theories, models and tools. + Support accurate and reliable claim reporting and financial modeling to guide client decisions. + Develop basic knowledge of all broad-based benefit programs (e.g., health care, pharmacy, wellbeing, life, disability, voluntary benefits, etc.) + Assist with financial modeling of benefit plan designs, cost avoidance/funding strategies, and budget projections and rate/contribution development with clear guidance and direction. + Take responsibility for execution of specific tasks that contribute to financial/actuarial deliverables for clients, with guidance and adherence to stated deadlines. + Partner 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 $120,000.00 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. **EOE, including disability/vets**