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Senior associate jobs in Duluth, MN

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Senior Associate
  • Senior Associate - Insurance Planning

    The Bahnsen Group

    Senior associate job in Minnetonka, MN

    ABOUT At The Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in ten locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; and Dallas, TX) and 85 employees. The firm manages over $8 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITY The Bahnsen Group (TBG) is seeking a Senior Associate to join the TBG Risk Department. The role is a full-time, in-office position open to Dallas, TX, Grand Rapids, MI, Minnetonka, MN, or Nashville, TN. The Risk Department provides advice to clients of The Bahnsen Group on the topics of life insurance, disability insurance, long-term care insurance, and annuities. We are focused on providing fiduciary consultation and advice as part of The Bahnsen Group's mission to provide holistic service to clients. The Risk Department also writes new policies for clients and aims to provide white glove service throughout the process. The Senior Associate will meet with clients to discuss and implement new business. This role provides service and analysis for existing TBG clients, and there is no expectation to generate leads, nor are there sales quotas. Sales quotas are anathema to our mission. We are seeking an individual who is driven primarily by the desire to serve and provide context in an industry that is confusing at best. RESPONSIBILITIES Policy Analysis: analyze insurance and annuity policies for existing TBG clients and run comparisons to the marketplace Client consultation: meet with clients to review existing insurance and/or educate on new insurance and annuity options Policy Implementation: assist the team with implementing policy recommendations Collaboration: work with Private Wealth Advisors and Planners to integrate insurance and annuity solutions into financial plans Market Research: Stay up-to-date with industry trends, product developments, and regulatory changes Team Orientation: desire to be part of a team delivering advice to clients on their overall Risk management QUALIFICATIONS Life & Health Licensing 3-7 years of experience in the insurance and/or personal finance industry Excellent communication and interpersonal skills Detail-oriented with strong analytical and problem-solving skills Ability and willingness to work on a team FINRA Series 6, 7, 63, or 65 licensing (preferred) CLU or CFP designation (preferred) CONSIDERATION Salary commensurate with experience Full benefits package including medical, dental, vision, and disability 401(k) plan with TBG contribution of 3% of compensation Discretionary annual bonus
    $71k-105k yearly est. 60d+ ago
  • Global Consulting Senior Associate

    WTW

    Senior associate job in Minneapolis, MN

    The Role This is a senior global consultant role with a wide range of engagement across our US mid-market H&B business. The role encompasses supporting go-to-market sales efforts (RFPs, other), vetting opportunities and framing our global value proposition for internal and external customers and distribution channels. You will be expected to lead global client relationships, demonstrating command of our WTW Global Benefits Management (GBM) delivery model but also be able to assist clients in complex solution planning and execution, more broadly, demonstrating global understanding and acumen in the field of global benefits and rewards. In addition to selling and consulting, this role has a vital element of leading and supporting matters of our H&B Global Solutions Practice, including enhancements to our product portfolio, operational involvement in matters of the Practice, including Operations/Innovation and People. As a Director, you will be present in local H&B markets and with a voice on global issues and applications of our services with internal colleagues. You will be responsible for leading GBM clients, various project engagements and supporting emerging multinationals in their journey to develop and execute scalable and sustainable global benefits strategies for a diverse global workforce and across different industries, including those in support of global expansion. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Responsibilities + Manage complex global engagements, in the process demonstrate your experience and understanding of global client challenges and the application of relevant solutions + Facilitate the development and execution of global benefits and rewards strategies, coordinating various types of global benchmarking projects, managing GBM relationships, assisting clients with their global expansion efforts through the introduction of new local country benefit programs + Deliver superior, consistent project management on multi-country projects such as GBM + Be a trusted advisor both internally and with client contacts through effective communication and efficient, quality execution, ensuring delivery and strong client satisfaction to retain clients + Build relationships internally and collaborate effectively on cross-functional teams + Support new business Request for Proposals (RFPs) and ongoing support as part of the broader team. In some cases, lead new sales opportunities and execute on growth within existing client base + Actively develop and mentor junior level colleagues. **Qualifications** The Requirements + 5 - 10 years of experience with working knowledge of global benefits and demonstrated expertise in delivering HR consulting services to multinational organizations + Proven experience managing multiple projects and producing quality deliverables on time + Strong client relationship, interpersonal and team skills + A professional presence with strong oral and written communication skills + Flexibility and proven ability to identify and resolve issues + Analytical and creative skills + The ability to see the "big picture," leveraging the resources of related practices to address the clients' business challenges + Working knowledge of Microsoft programs: Excel, Word, PowerPoint, Outlook, Teams, Co-Pilot + Availability to travel on an as needed basis + BA/BS degree, preferred but not required + Experience living and working overseas, and foreign language skills preferred, but not required This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. 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. EOE, including disability/vets **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 $100,000-$125,000 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 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 + **Retirement Benefits:** Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
    $100k-125k yearly 33d ago
  • Global Consulting Senior Associate

    Willis Towers Watson

    Senior associate job in Minneapolis, MN

    The Role This is a senior global consultant role with a wide range of engagement across our US mid-market H&B business. The role encompasses supporting go-to-market sales efforts (RFPs, other), vetting opportunities and framing our global value proposition for internal and external customers and distribution channels. You will be expected to lead global client relationships, demonstrating command of our WTW Global Benefits Management (GBM) delivery model but also be able to assist clients in complex solution planning and execution, more broadly, demonstrating global understanding and acumen in the field of global benefits and rewards. In addition to selling and consulting, this role has a vital element of leading and supporting matters of our H&B Global Solutions Practice, including enhancements to our product portfolio, operational involvement in matters of the Practice, including Operations/Innovation and People. As a Director, you will be present in local H&B markets and with a voice on global issues and applications of our services with internal colleagues. You will be responsible for leading GBM clients, various project engagements and supporting emerging multinationals in their journey to develop and execute scalable and sustainable global benefits strategies for a diverse global workforce and across different industries, including those in support of global expansion. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Responsibilities * Manage complex global engagements, in the process demonstrate your experience and understanding of global client challenges and the application of relevant solutions * Facilitate the development and execution of global benefits and rewards strategies, coordinating various types of global benchmarking projects, managing GBM relationships, assisting clients with their global expansion efforts through the introduction of new local country benefit programs * Deliver superior, consistent project management on multi-country projects such as GBM * Be a trusted advisor both internally and with client contacts through effective communication and efficient, quality execution, ensuring delivery and strong client satisfaction to retain clients * Build relationships internally and collaborate effectively on cross-functional teams * Support new business Request for Proposals (RFPs) and ongoing support as part of the broader team. In some cases, lead new sales opportunities and execute on growth within existing client base * Actively develop and mentor junior level colleagues. Qualifications The Requirements * 5 - 10 years of experience with working knowledge of global benefits and demonstrated expertise in delivering HR consulting services to multinational organizations * Proven experience managing multiple projects and producing quality deliverables on time * Strong client relationship, interpersonal and team skills * A professional presence with strong oral and written communication skills * Flexibility and proven ability to identify and resolve issues * Analytical and creative skills * The ability to see the "big picture," leveraging the resources of related practices to address the clients' business challenges * Working knowledge of Microsoft programs: Excel, Word, PowerPoint, Outlook, Teams, Co-Pilot * Availability to travel on an as needed basis * BA/BS degree, preferred but not required * Experience living and working overseas, and foreign language skills preferred, but not required This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. 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. EOE, including disability/vets 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 $100,000-$125,000 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 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 * Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
    $100k-125k yearly 16d ago
  • Workday Reporting Sr Associate

    RSM 4.4company rating

    Senior associate job in Minnesota

    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. Responsibilities: Workday HCM report creation, maintenance, and optimization. Requirements gathering, build, test and debug Workday HCM reports & Dashboards. Analyze and translate functional specifications and change requests into technical specifications Create reports out of HCM and other database systems as required by internal stakeholders. Prepare HR metrics to be presented upon request or on schedule by senior leadership. Review reports and calculated fields regularly to optimize performance Document report functionality and design to facilitate ongoing maintenance, Provide troubleshooting and support for report execution failures. Develop and modify advanced reports for internal human resources and people leaders using Workday Report Writer. Research new Workday reporting & analytics features and functionality to determine how best to meet user needs Support Workday's biannual releases through impact analysis to changes to Workday's data model and create reports and dashboards to aid in identification of populations for release testing. HCM reporting governance, support, and education. Participate in report reviews, including understanding and ensuring security and data privacy standards. Partner with Workday Security team to maintain data and privacy standards. Work closely with other members of the Workday functional team and serve as a subject matter expert for others regarding reporting and calculated fields Provide HCM data support for Human Resources staff, all associate end-users, and members of senior leadership. Maintain proficiency and level of knowledge with all talent systems. Assists with the support of all aspects of Human Resources as it relates to data requests, including but not limited to EEO-1, Affirmative Action Plan, and benefits census Participate in delivery of reporting training. Train users on Workday reporting functions and available reports. Follow established standards and change management processes including report documentation Other duties as assigned Required Qualifications: Bachelor's degree and a minimum of three years of experience, including business analyst and project management experience, or an equivalent combination of education and experience Proficient in Workday reporting including Calculated Fields, Advanced, Matrix, Trending and Composite Demonstrated knowledge of Workday dashboards, worksheets, and embedded analytics Overall 5 to 7 years' experience. Experience with Workday HCM Demonstrated ability to conduct high level needs analysis and produce reporting and data analysis Background in identifying, designing, testing, and deploying reports in an ERP system Background in understanding HCM data that could be used in building reports Human Resources and/or recruiting functional background, ideally in Public Accounting or similar Professional services firms Aptitude in learning and mastering report writing tools Knowledge of commonly used reports for Recruiting, Human Resources, Compensation, Payroll and Benefits Proficient with Microsoft products (Word, Excel, PowerPoint required) Ability to create a consolidated report by combining data from multiple data sources Strong problem solving, troubleshooting, and analytical skills Ability to prioritize workload and execute tasks independently, providing timely follow-up and resolution Demonstrated ability to plan, meet deadlines, and manage competing priorities Strong written and oral communication, presentation, and stakeholder management skills Preferred Qualifications: 2+ years of Workday Report Writer and Workday Prism Analytics experience Workday PRISM, BIRT, Worksheets and Advanced reporting experience SQL knowledge Workday Report Writing certifications 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: $88,400 - $150,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $88.4k-150.7k yearly Auto-Apply 11d ago
  • Cybersecurity Senior Associate

    Marlee

    Senior associate job in Minneapolis, MN

    About the company Fast-track your career with the Marlee Talent Pool. We're not just matching you with your ideal roles but unlocking your long-term career potential. Marlee goes above and beyond by identifying key strengths for your CV, helping you discover a career direction you might not have considered where you can truly thrive, and guiding you to develop those essential soft human skills that close gaps in your resume. Marlee's innovative approach then places you in teams where you'll flourish. Using cutting-edge motivational science, we connect you with roles in teams and within organizations that make your heart sing and help our partners build their dream teams. About the role Our partner is looking for a Senior Associate in Cybersecurity and Technology Risk to support advisory work across a variety of industries. This role suits someone who enjoys working at the intersection of systems, strategy, and risk, particularly in the context of privacy, compliance, and information security. What you'll do: Validate systems with a focus on network operations, cyber techniques, and threats to information infrastructure Evaluate how mitigation techniques protect information and systems across applications and platforms Contribute to cybersecurity and privacy assessments for both ongoing and new projects Assess organizational security maturity and recommend improvements that reduce risk and cost Support the secure integration or separation of IT systems during major organizational changes Review and enhance end-to-end systems and processes, considering the full lifecycle What makes you ideal? At least three years of experience in a cybersecurity, consulting, or IT security environment A degree in a relevant field from an accredited university Knowledge of cybersecurity frameworks and regulatory requirements (such as NIST, ISO 27001, EU GDPR, HIPAA, PCI DSS, etc.) One or more relevant certifications, e.g. CISSP, CISA, CISM, GSEC, HCISPP, QSA, or CIPP Familiarity with cloud security tools and architecture, especially in Microsoft and Google environments Experience supporting rollouts of technologies like Microsoft Entra, Intune, Defender, and Sentinel Eligibility to work in the U.S. without visa sponsorship (no sponsorship is available for this role)
    $71k-105k yearly est. Auto-Apply 60d+ ago
  • Transaction Advisory Senior Associate | Due Diligence

    Boulay 3.6company rating

    Senior associate job in Minneapolis, MN

    We are currently seeking a talented and driven professional to join our Transaction Group. You will be key in helping our clients understand, analyze, and respond to various business opportunities and challenges including, buy and sell-side due diligence, working capital consulting, and purchase price accounting. You will work directly with client executives along with leaders of our Transaction team. You will be key in helping our clients understand, analyze, and respond to various business opportunities and challenges. With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones. We want to help you build a career fit for your life. If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you. Responsibilities: Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and providerecommendations in the context of deal structuring alternatives Manage and work on multiple projects of varying size and complexity related to due diligence and consulting for business owners,private equity groups, search funds, and family offices Develop detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings,working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate ourvalue proposition Responsible for engagement management, including preparing and presenting accounting findings and concepts Possess the ability to review and provide feedback regarding project reports prepared by engagement team members Ensure that “best practices” are developed and used within the Transaction Group, including policies, processes, and tools Requirements Bachelor's degree in Finance, Economics, Accounting or a related business degree Minimum of 2 years of experience in Audit, Attest or Transaction Advisory practice Strong knowledge of generally accepted accounting principles (GAAP) Experience serving business owners, private equity groups, family offices and individual investors Extensive experience in project management, including planning, organizing, coordinating, and managing staff Ability to be a self-starter and be confident when interacting with clients Strong business development mindset: relationship management skills and the ability to influence/negotiate deals Proficiency with Microsoft Office, particularly Excel and PowerPoint Ability to creatively solve problems and analyze client data Strong interpersonal skills, a team-based attitude, and a desire to collaborate Preferred: CPA or equivalent. Certifications including the CVA, CM&AA, or CFA. Strong experience with quality of earnings, due diligence, and deal structure strategies Excellent knowledge of financial reporting principles affecting M&A activities The annual salary range for this position is: $78,000 - $110,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more. Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at **********************. Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success. Benefits 401(k) Dental insurance Disability insurance Employee assistance program Flexible schedule Health insurance Life insurance Paid time off Parental leave Tuition reimbursement Vision insurance
    $78k-110k yearly Auto-Apply 60d+ ago
  • Senior Associate, Risk Advisory Services

    BDO USA 4.8company rating

    Senior associate job in Minneapolis, MN

    The Assurance Senior, Risk Advisory Services is responsible for providing risk consulting and issues resolution to clients in the areas of contract compliance, SOX, internal audit business process improvement, information technology, and fraud investigations. In this role, the Assurance Senior, Risk Advisory Services will participate in all stages of a contract compliance, internal audit or consulting engagement and provide assistance with planning, field work, engagement wrap up and report composition, along with providing recommendations regarding client economic and legal risks. The Senior will also provide services including examinations for royalties, revenue-sharing, franchise fees, profit participation, production cost and merchandise licensing. Job Duties: Acts as primary contact for clients regarding basic questions and information Conducts informational interviews and facilitates meetings with clients during engagement process Obtains information, documents and data from clients to support the completion of analysis and research of client issues Documents and analyzes the client's processes, risks and controls with guidance and direction from senior Risk Advisory Services professionals Reviews client contracts and develops contract summaries, including key provisions and financial information based on type of contract Develops initial deliverables and/or solutions to client issues Dynamically reassess risk and communicate with senior Risk Advisory Services professionals and/or client as necessary Assists with the management of the engagement to ensure engagement metrics are achieved Utilizes research tools, databases and trade publications to develop understanding of client's industry Develops relationships with client personnel and management members Prepares formal and informal presentations for client meetings Partners with Risk Advisory Services leadership to complete research and draft proposals and reports, as necessary Implements project plans, maintains all documentation and work papers associated with client engagements Conducts risk assessment of assigned department or functional area in established / required timeline while oversees staff Establishes risk-based audit programs Determines scope of review in conjunction with the Engagement Manager Documents financial reporting cycles or internal audit area and identifies key controls Assesses internal control design and operational effectiveness Conducts audit testing of specified area and identifies reportable issues and dimension of risk Determines compliance with appropriate legislation and/or audit policies and procedures Communicates findings to senior management and drafts comprehensive report of audited area Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of Risk Advisory Services Associates on assigned engagements and reviews work product Ensures Risk Advisory Services Associates are trained on all relevant audit software and engagement processes and procedures Delivers periodic performance feedback and completes performance evaluations for Risk Advisory Services Associates Acts as mentor to Risk Advisory Services Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting or Finance, required Experience: Two (2) or more years of experience within a public accounting firm or industry environment performing internal audit, consulting or risk services, required Prior experience with internal controls including flowcharts, documentation and testing of controls, required Experience with Internal Audit and Sarbanes Oxley with a focus in entities wide risk assessment, required Experience performing contract compliance audit, specifically royalties and franchising agreements, required One (1) or more years of prior supervisory experience, preferred License/Certifications: CPA or CIA certification, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required Prior experience with various assurance applications and research tools, preferred Working knowledge of data analytics software such as IDEA or ACL, preferred Other Knowledge, Skills & Abilities: Solid understanding and experience planning and coordinating the stages to perform an audit Knowledge of internal accounting controls, professional standards and regulations and systems Strong verbal and written communication skills Ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Ability to successfully multi-task while working independently and within a group environment Superior analytical and diagnostic skills Capable of working in a demanding, deadline driven environment with a focus on details and accuracy Ability to adapt to rapidly changing environments successfully Solid organizational skills especially ability to meet project deadlines with a focus on details Capable of effective managing a team of professionals and delegating work assignments as needed Build and maintain strong relationships with client personnel Travel as needed 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. California Range: $85,000 - $100,000 Colorado Range: $85,000 - $100,000 Illinois Range: $85,000 - $100,000 Maryland Range: $85,000 - $100,000 Massachusetts Range: $85,000 - $100,000 Minnesota Range: $85,000 - $100,000 New Jersey Range: $85,000 - $100,000 NYC/Long Island/Westchester Range: $85,000 - $100,000 Washington Range: $85,000 - $100,000 Vermont Range: $85,000 - $100,000 Washington DC Range: $85,000 - $100,000
    $85k-100k yearly Auto-Apply 47d ago
  • Senior Associate, Platform Operations

    Innocap Investment Management

    Senior associate job in Montreal, WI

    ABOUT INNOCAP Innocap is the world's leading firm of managed account platform services. With over US$89 billion in assets under management, over 500 employees and offices in five countries, we are shaping the future of alternative investments for institutional owners and allocators. Our mission is to revolutionize the asset management industry and to provide customized expert services and an exceptional client experience. We are seeking forward-thinking individuals to join us on our exciting journey. Innocap's success is built on the diversity of our people and the strength of their ambitions. We empower our teams and foster a culture of inclusivity, collaboration, innovation, and growth. At Innocap, you'll have the opportunity to enhance your career, work on exciting projects, and make a real impact. ABOUT THE ROLE The Platform Operations team, with members located in Canada, the US, Ireland, Poland, and India, performs critical functions on Innocap's dedicated managed account platforms (“DMAs”). The team's primary responsibilities include performing complex funds reconciliations, margins & OTC collateral management as well as OTC derivatives settlements. The Platform Operations Department is currently looking for a Senior Associate to join its team and support our platforms growth. The candidate will have the unique opportunity to work closely with hedge fund asset managers, clearing and OTC counterparties, and administrators as well as internal cross functional teams. The Senior Associate in Platform Operations has the following main responsibilities: Monitor cash and margin balances in accordance with margin rules established with each client. Diligently perform all OTC collateral management activities. Review and investigate position reconciliation and liaise with counterparties, asset managers and administrators to resolve any discrepancy. Instruct, review, and approve cash movement and OTC settlements. Participate in platform and funds launches & liquidations. Collaborate on various enhancement projects. Share knowledge and provide guidance and support to other team members. PRIMARY QUALIFICATIONS & SKILLS University degree in finance or related field. Desired seniority level: mid-level (minimum 5 years of relevant experience in Operations, Middle-Office or related fields). Intermediate to advanced understanding of the financial markets, instruments and key processes. Intermediate to advanced knowledge of financial products, such as equity, fixed income, foreign exchange, listed derivatives, and OTC derivatives. Experience with reconciliation of positions and understanding of break resolution process. Experience in margin and collateral management process & calculations is an asset. Analytical and detail-oriented, resourceful with a proven ability to manage work in a timely manner. Excellent organizational, interpersonal and communication skills with the ability to clearly and effectively explain concepts to team members. Team-oriented professional with demonstrated problem-solving and critical thinking skills. Please note that we are also hiring for a Specialist in NYC - job description can be found on our career page. #LI-Hybrid Innocap's Global Privacy Notice
    $58k-86k yearly est. Auto-Apply 42d ago
  • Senior Audit Associate

    Hawkins Ash Cpas, LLC

    Senior associate job in Neenah, WI

    Hawkins Ash CPAs is looking to hire a Senior Audit Associate for our Neenah office. At Hawkins Ash CPAs, we place value on you and your career . We celebrate and encourage both personal and professional growth and empower leaders. We cultivate and preserve a strong culture of inclusivity - where everyone is invited to boldly share their ideas and perspectives. Our culture is a connected team, dedicated to mutual respect and personal growth. We strive to provide professional freedom and flexibility, and we collaborate to achieve measurable success for clients and team members. Hawkins Ash CPAs truly cares about the people around us--our employees, clients, and community. Whether you are a recent graduate or experienced professional, a rewarding and fulfilling career is waiting for you at Hawkins Ash CPAs. Come join a team where commitment to care, compassion, growth and leadership are top priorities! As a Senior Audit Associate, you will: Perform audits, reviews, compilations, and agreed-upon-procedures for schools, not-for-profit entities, municipalities and commercial entities Plan engagements, perform fieldwork, prepare financial statements and required reports for management and regulating agencies, perform other non-audit accounting services, and preparation of tax returns (if applicable) Travel to/from engagements, which includes some overnight travel as needed Familiarize yourself with and use of the firm's research tools Prepare and review Form 990s Support the growth of co-workers through answering questions on/teaching firm policy, accounting procedures, and software Supervise associates on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment Travel to/from engagements, which may include overnight travel as needed Our ideal candidate will have : Bachelor's degree in accounting or finance, with CPA or CPA eligibility Two to five years of similar or related experience Exceptional communication skills Strong multi-tasking skills Extensive knowledge of Generally Accepted Accounting Principles (GAAP) Proficiency with Microsoft Office products and accounting software packages Enjoy the great benefits at Hawkins Ash CPAs such as generous PTO; 401k match; health, dental, vision, and life insurance; wellness programs; flexible work-life balance; and so much more! This is a great opportunity to join an amazing team!
    $60k-88k yearly est. Auto-Apply 60d+ ago
  • Sr Associate Product Owner

    Ameriprise Financial 4.5company rating

    Senior associate job in Minneapolis, MN

    This position will provide oversight of our Field Technical Support Desk vendor to ensure consistent superior service to our advisor and field personnel. This resource will oversee critical programs to ensure ongoing metrics and quality standards are met while working to continuously enhance the overall experience. Key Responsibilities We are seeking a highly organized and proactive individual to oversee a vendor's day-to-day operations of our Field Technology Support Desk. This role ensures smooth functioning of support services and drives operational excellence to deliver outstanding customer experiences for our advisors and their staff. Additional responsibilities include: * Manage day-to-day operations of the overall Field Technology Support Desk service. * Serve as the primary point of escalation for complex or urgent issues. * Track and report on SLAs, response times, future volume forecasts and resolution metrics. * Develop and maintain reporting to identify trends and recommend improvements. * Maintain and update documentation, FAQs, and knowledge base resources. * Identify trends and drive a continuous improvement agenda focusing on measurable outcomes including creating and executing project plans. * Represent the support team in cross-functional meetings, providing guidance and expertise on field technical service needs. Required Qualifications * Bachelor's degree or equivalent years of experience. * 3-5 years relevant experience required. * Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience. * Proven project management experience. * Excellent interpersonal and verbal communication skills to effectively gather information and disseminate facts and recommendations. * Proven ability to gather and analyze data, write requirements, and develop fact-based conclusions and recommendations. * Proven experience in understanding technology as it relates to the business. * Strong effective working relationships with varying levels of employees and leadership with proven ability influence improvements and efficiencies to work processes. * Demonstrated enthusiasm and curiosity for digging in deeper and learning and developing creative solutions. * Ability to extract and manipulate large datasets, create and analyze PivotTables, and apply data transformation techniques to identify trends and generate actionable insights. Preferred Qualifications * Call center management experience. * SharePoint development. * ServiceNow reporting analysis and dashboard creation. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $80,100 - $108,000 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business TECH Technology
    $80.1k-108k yearly Auto-Apply 27d ago
  • Senior Associate, Acquisitions

    Element Fleet Management Corp 4.8company rating

    Senior associate job in Minneapolis, MN

    Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a detail-oriented and customer service-oriented individual to join our team as the Senior Associate, Customer Support you will focus on identifying, evaluating, and acquiring new or used vehicles for a dealership or fleet. This involves building relationships with vendors, conducting market research, analyzing vehicle valuations, and negotiating purchase agreements. A Day in the Life * Receive orders from clients * Searches dealer inventory * Reviews and sends quality offers to clients * Manages workflow from order submission through delivery * Provide consultative input regarding alternative vehicles and ordering methods for most effective and efficient delivery of complete vehicles (Turn-key with upfit complete) * Arranges addition of upfitting throughout the order process & / or post-delivery. * Provides insight and consultation on the status of dealership inventory * Build and maintain relationships with vendors, and other key stakeholders. * Provide support to licensing related inquiries where unusual documentation may be requested as well as in-flight support for transportation issue resolution * Support departmental initiatives for best acquisition polices * Provides full order resolution support in collaboration with Client Success for vehicles purchased from dealerships * Internally referred to Senior Associate, Acquisitions ( Out of Stock-Non Upfit)* Basic Qualifications * Must have a Highschool Diploma * Ability to work effectively in a business environment characterized by complexity, ambiguity, and rapid change. * Microsoft office suite proficiency * Demonstrate strong communication skills * Demonstrate and ability to manage multiple simultaneous projects in an organized fashion. * Excellent interpersonal communication, change management and presentation skills (written and verbal) at all levels. * Proven problem-solving skills with an analytical and inquisitive approach Preferred Qualifications * Bachelor's degree, preferred or three to five years related experience, or equivalent industry experience * Fleet or mechanical experience( with upfit) preferred * Strong industry knowledge and familiarity with current state restrictions/laws pertaining to leased vehicles Location- Hopkins, MN The hiring base salary range for this position is $49,100 to $67,500 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. What's in it for You * A culture of innovation, empowerment, decision-making, and accountability * Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness * Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. Know Your Rights: Workplace discrimination is illegal
    $49.1k-67.5k yearly Auto-Apply 5d ago
  • Sr. Associate-Environmental, Health & Safety

    Eli Lilly and Company 4.6company rating

    Senior associate job in Pleasant Prairie, WI

    At Lilly, we unite caring with discovery to make life better for people around the world. We are a global healthcare leader headquartered in Indianapolis, Indiana. Our employees around the world work to discover and bring life-changing medicines to those who need them, improve the understanding and management of disease, and give back to our communities through philanthropy and volunteerism. We give our best effort to our work, and we put people first. We're looking for people who are determined to make life better for people around the world. Lilly is actively growing its manufacturing footprint globally to meet the needs of patients and deliver on our exciting future. As a result, Lilly is looking for an experienced Health, Safety & Environmental (HSE) professional to support our growth in Kenosha County, Wisconsin. This is an outstanding opportunity to deliver on new manufacturing investments. The Senior Health, Safety, Environmental (HSE) Associate will be responsible for the development and technical support of HSE systems, processes, and programs at the Lilly Kenosha site. Responsibilities will include but not limited to regulatory and corporate HSE compliance for the site, coordination of all HSE activities for the site, tracking and trending data necessary for the safe operation of Lilly Kenosha, site HSE improvements, and influencing business and strategic planning. The Senior HSE Associate provides coaching to the organization to ensure a safe work environment. Responsibilities: Engage site functional areas to champion in achieving an injury free workplace. Develop, establish, and sustain HSE systems, processes, and programs for the LKC site to support the transition from construction to start up, and to ensure compliance with internal and external requirements Partner with construction and design build firms to ensure smooth handoff from construction to start up. Develop and establish HSE programs and procedures for Lilly Kenosha and provide ongoing technical support. Provide support for all HSE activities at the Lilly Kenosha site including compliance with environmental permits. Understand and support the HSE event management, CAPA and change control processes, and influence application of the hierarchy of controls to reduce risk, driving toward site and company goals to achieve an injury free workplace. Provide floor support to multiple operations (this includes auditing, data collection, trending, and supporting local safety teams). Leverage knowledge of severe injury risk to influence minimization of potential events and increase awareness / knowledge among site resources. Provide front line Industrial Safety, Industrial Hygiene and Environmental support for the site. Chair cross-functional safety committees and actively participate in strategic initiatives. Conduct and lead complex risk assessments, support incident investigations, and regulatory audits. Mentor and develop staff; design and deliver advanced training programs for all levels of the organization. Analyze HSE performance data, report trends to senior leadership. Maintain professional certifications and stay current with emerging HSE regulations and best practices. Drive a culture of safety through ongoing education, engagement, and continuous improvement. Basic Qualifications: Bachelor's degree in occupational health, Safety, Environmental Science, Engineering, or related discipline. Minimum of 7+ years of progressive HSE experience, preferably in manufacturing or pharmaceutical environments. Advanced certifications (CSP, CIH, CHMM, or equivalent) strongly preferred. Demonstrated technical leadership and strategic influence in HSE. Strong regulatory knowledge (OSHA, EPA, GMP, etc.) and experience with CAPA systems for HSE changes and deviations. Proven experience influencing lead multidisciplinary teams and manage complex projects. Excellent communication, analytical, and computer skills. Experience with greenfield site start-up and GMP operations preferred. Additional Skills/Preferences: Prior HSE experience Strong HSE regulatory knowledge Experience with CAPA system for HSE changes and deviations Demonstrated technical leadership skills Strong communication and computer skills required GMP operational experience This is intended to provide a general overview of the job requirements at the time it was prepared. The job requirements of any position may change over time and may include additional responsibilities not specifically described in the . For GMP purposes, the job description should be updated for significant changes. As always, you should consult with your supervisor regarding your actual job responsibilities and any related duties that may be required for the position. Lilly is dedicated to helping individuals with disabilities to actively engage in the workforce, ensuring equal opportunities when vying for positions. If you require accommodation to submit a resume for a position at Lilly, please complete the accommodation request form (******************************************************** for further assistance. Please note this is for individuals to request an accommodation as part of the application process and any other correspondence will not receive a response. Lilly is proud to be an EEO Employer and does not discriminate on the basis of age, race, color, religion, gender identity, sex, gender expression, sexual orientation, genetic information, ancestry, national origin, protected veteran status, disability, or any other legally protected status. Our employee resource groups (ERGs) offer strong support networks for their members and are open to all employees. Our current groups include: Africa, Middle East, Central Asia Network, Black Employees at Lilly, Chinese Culture Network, Japanese International Leadership Network (JILN), Lilly India Network, Organization of Latinx at Lilly (OLA), PRIDE (LGBTQ+ Allies), Veterans Leadership Network (VLN), Women's Initiative for Leading at Lilly (WILL), en Able (for people with disabilities). Learn more about all of our groups. Actual compensation will depend on a candidate's education, experience, skills, and geographic location. The anticipated wage for this position is $65,250 - $148,500 Full-time equivalent employees also will be eligible for a company bonus (depending, in part, on company and individual performance). In addition, Lilly offers a comprehensive benefit program to eligible employees, including eligibility to participate in a company-sponsored 401(k); pension; vacation benefits; eligibility for medical, dental, vision and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; certain time off and leave of absence benefits; and well-being benefits (e.g., employee assistance program, fitness benefits, and employee clubs and activities).Lilly reserves the right to amend, modify, or terminate its compensation and benefit programs in its sole discretion and Lilly's compensation practices and guidelines will apply regarding the details of any promotion or transfer of Lilly employees. #WeAreLilly
    $65.3k-148.5k yearly Auto-Apply 2d ago
  • Senior Associate Accountant - Real Estate

    Mahoney 4.1company rating

    Senior associate job in Saint Paul, MN

    Mahoney is a firm committed to a culture of development, opportunity and excellence. Our continued growth paves the way for an exciting future and is a great fit for a talented accounting professional. Be a part of an award-winning and thriving firm that makes a difference with our clients, people and the community! As a Senior Associate with the Mahoney Real Estate Solutions Team, you will perform a variety of accounting functions for clients including: Preparing partnership tax returns Beginning to recognize complex technical audit or tax issues and assist in finding resolutions Preparing annual financial statement audits of real estate projects Preparing development cost certifications for low-income housing tax credit and historic tax credit projects Assisting with construction accounting Other tax and accounting services as needed by clients Seasonal overtime may apply depending on arranged work schedule. Education and Skill Set Requirements: Bachelor's Degree in Accounting, Finance or related degree 2-3 years of public accounting experience CPA Certification or working toward completion Advanced technical knowledge Interest and/or experience in Real Estate, Low Income Housing Tax Credits and Historic Tax Credits a plus. Strong interpersonal and relationship building skills Team player with a positive - "can do" approach Demonstrated ability to communicate effectively with all levels and various clientele Prior experience with CCH software products (Axcess Tax, Engagement, Document) is a plus Benefits include: Medical and dental coverage; firm contributions to HSA 401(k) and profit sharing Short and long-term disability plan; life insurance coverage Paid time off, plus nine paid holidays per calendar year Career training and development Flexible and hybrid work arrangements Free onsite parking In-house fitness center Base pay range of $72,000 to $75,000 a year
    $72k-75k yearly 60d+ ago
  • Senior Associate, Private Equity Fund Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Senior associate job in Milwaukee, WI

    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
    $57k-73k yearly est. Auto-Apply 21d ago
  • IDB Invest - Risk Management Sr. Associate / Associate - Portfolio & Analytics

    Inter-American Development Bank 4.2company rating

    Senior associate job in Washington, MN

    We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find purpose and do what they love in an inclusive, collaborative, agile, and rewarding environment. IDB Invest is the private sector arm of the IDB Group and an international financial institution committed to addressing the development needs of Latin America and the Caribbean. Our mission is to support sustainable enterprises and projects that deliver financial results while maximizing social and environmental impact in the region. IDB Invest operates in 26 countries, structured across four geographic regions and three industry verticals: Infrastructure and Energy, Financial Intermediaries, and Corporates. In support of a new transformative business model "Originate to Share" our shareholders recently approved a $3.5 billion capitalization. This will allow IDB Invest to significantly scale up its investments, nearly doubling annual financing from approximately $8 billion to $19 billion, and unlocking greater private sector participation to drive development and climate impact across the region. About this position The Financial and Operational Risk Division, part of the Risk Management Department is looking for a data analytics professional, ideally with portfolio credit risk experience, to strengthen IDB Invest's portfolio management and analytics capabilities. The role focuses on enhancing credit risk dashboards, implementing portfolio metrics, automating reports and processes, improving data quality controls, and supporting credit limit systems governance. The candidate will also help communicate risk information across teams and collaborate with IT on data and system improvements. What you'll do Within the Portfolio Management & Analytics team function, you will support the development, enhancement, and governance of credit risk portfolio monitoring tools, data processes, credit risk metrics, and limit management system. Your responsibilities will include, but will not be limited to: * Portfolio Credit Risk Dashboards & Analytics * Develop, maintain, and enhance credit risk dashboards that deliver clear, actionable, and forward-looking insights for senior management and business areas. * Implement new credit risk metrics aligned with IDB Invest's evolving portfolio needs, including RAROC indicators, capital consumption metrics, concentration analytics, and early-warning tools. * Prepare high-quality materials for the Portfolio Supervision Committee (PSC) and other governance bodies, summarizing portfolio performance, risk drivers, and emerging trends. * Improve communication with business units by developing more intuitive, automated, and insightful reporting products. * Data Management, Automation & Process Improvement * Strengthen data integration across risk systems by optimizing ETL processes, improving data architecture, and ensuring alignment of risk metrics across platforms (Maestro/RAROC, CECL, Economic Capital, Fair Value, etc.). * Automate manual reports, monitoring tools, and internal workflows to increase efficiency and reduce operational risks. * Design, implement, and maintain data quality controls to ensure accuracy, consistency, and completeness of risk-related data. * Collaborate with IT teams on initiatives involving data analytics, system enhancements, and the implementation of new analytical solutions. * Lead the development and continuous improvement of the Credit Risk Knowledge Database (Wiki), documenting data lineage, business rules, and methodologies. * Credit Limit System Administration * Oversee the daily administration of the Credit Limit System, ensuring accurate exposure calculations and adherence to governance parameters. * Monitor breaches or exceptions, coordinate corrective actions, and ensure proper documentation and follow-up. * Maintain and update system manuals, operating procedures, and training materials. * Provide training and ongoing support to system users across the institution. * Partner with IT to implement enhancements, resolve issues, and improve system performance. What you'll need * Education: Bachelor's or Master's degree in finance, data analytics, business administration, or other fields relevant to the responsibilities of the role. * Experience: At least three (3) years of progressive experience in banking or financial institutions in roles related to portfolio management, credit risk, data analytics, or financial risk. Strong understanding of credit risk metrics, including provisions, RAROC, and economic capital. * Technical Skills: Proficiency in data integration, process automation, and the development of dashboards and analytical tools using Power BI (or similar), Excel, SQL, Python, or R. * Languages: Proficiency in English and one of the other Bank official languages (Spanish) is a plus. Requirements * Citizenship: No requirements * Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab. Type of contract and duration International staff contract, 36 months initially, renewable upon mutual agreement. What we offer The IDB group provides benefits that respond to the different needs and moments of an employee's life. These benefits include: * A competitive compensation package, including an annual base salary expressed on a net-of-tax basis. * Leaves and vacations: 24 days of paid time off + 8 personal days + sick leave + gender-neutral parental leave. * Health Insurance: IDB Group provides employees and eligible dependents with a robust medical benefits program that covers medical, dental, vision, preventive care, and prescription drugs. * Pension plan: defined benefit pension plan that provides financial security and support employees in planning for their future. * We offer assistance with relocation and visa applications for you and your family when it applies. * Hybrid and flexible work schedules. * Health and well-being: Access to our Health Services Center that provides preventive care and health education for employees. * Development support: We offer tools to boost your professional profile, such as mentoring, 1:1 professional counseling, training and learning opportunities, language classes, mobility options, among others. * Other perks: Lactation Room, Daycare Center, Gym, Bike Racks, Parking, Spouse Career Program, and others. Our culture At the IDB, we work so everyone brings their best and authentic selves to work while finding their purpose. Our people consistently strive for excellence, and we recognize and celebrate the impact of their contributions. In our efforts to drive innovation, we intentionally include all voices, cultivate a sense of belonging and champion fairness. We welcome individuals from underrepresented groups to join us and share their unique perspectives. We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job interview process. If you require an accommodation to complete this application, please email us at accommodations@iadb.org. #IDBInvest
    $80k-114k yearly est. 1d ago
  • Sr. Associate, Delivery Driver Dispatcher

    Cardinal Health 4.4company rating

    Senior associate job in Wauwatosa, WI

    **Pay Rate:** $19.00 per hour **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/20/2026 *if interested in opportunity, please submit application as soon as possible. **_What does Nuclear Pharmacy contribute to Cardinal Health?_** Nuclear Pharmacy is responsible for providing radiopharmaceuticals and other drugs to medical care providers under highly regulated State and Federal guidelines may also consult with or advise physicians and nuclear medicine technologists on the safe and efficacious use of radioactive drugs for diagnosis and therapy. **_What Pharmacy Services & Delivery contributes to Cardinal Health_** Responsible for the prompt and accurate delivery and distribution of radiopharmaceuticals or oncology pharmaceuticals to medical care providers in accordance with customer demand and requirements of the assigned route. Prepares doses for shipment, prepares cases, wipes doses, and loads and unloads containers in keeping with the prescribed safety standards and Department of Transportation (DOT). Click here to watch a short video about what a Nuclear Pharmacy Driver does at Cardinal Health (******************************************************************************************************************************************************** **_Shift/Schedule_** + 35 hours weekly + Monday - Friday 2:00am - 9:00am + One weekend shift a month + Must be flexible to work other hours and days as needed **_Responsibilities_** + Assigns delivery routes to drivers and makes adjustments as needed + Performs quality control checks as trained + Processes incoming packages for pharmacy use + Performs equipment checks for daily use + Prepares and makes deliveries to customer accounts on assigned route using a company vehicle (non-cdl) + Packages radiopharmaceutical medication for shipment, performs testing, and loads/unloads containers + Uses a handheld tablet to scan customer orders for accuracy, obtain route stop information and navigation + Processes packages returned from customer locations + Maintains vehicles in proper working condition and may perform minor roadside repairs + Performs general facility cleaning and other duties as required **_Qualifications_** + High school diploma, GED or equivalent, or equivalent work experience, preferred + Must hold a valid driver's license and have a good driving record + Minimum of 18 years of age due to driving of company owned vehicle + Prior delivery driving experience a plus + Past driver dispatching experience preferred + Ability to lift containers weighing up to 75 pounds + Comfortable driving in all weather conditions during day or night hours + Ability to sit, stand, be mobile and operate a vehicle for extended periods of time + Strong customer service and communication skills + Ability to work weekends or be in a weekend rotation + Ability to work holidays or be in a holiday rotation + Ability to work on call or be in an on call rotation + Flexibility to work various days, schedules, hours or overtime as needed + Ability to use computers and tablets **_What is expected of you and others at this level?_** + Applies acquired knowledge and skills to complete standard tasks + Readily learns and applies new information and methods to work in assigned area + Maintains appropriate licenses, training and certifications + Works on routine assignments that require some problem resolution + Works within clearly defined standard operating procedures and/or scientific methods + Adheres to all quality guidelines + Works under moderate degree of supervision + Work typically involves regular review of output by work lead or supervisor + Refers complex unusual problems to supervisor _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $19 hourly 4d ago
  • Employee Benefits and Executive Compensation, Senior Associate

    Hogan Lovells

    Senior associate job in Washington, MN

    Hogan Lovells is seeking a highly qualified senior associate to join its vibrant and collaborative Executive Compensation & Employee Benefits Practice Group in either its New York, Washington, DC, or Silicon Valley offices. The candidate must have significant experience in executive compensation and benefits matters related to M&A transactions. The candidate should be able to design and give advice on all forms of equity compensation and should be well-versed in the securities disclosure rules pertaining to executive compensation. The ideal candidate is a self-starter who is comfortable handling multiple matters at once in a fast-paced environment and who can independently run deals with minimal partner supervision. A resume or CV is a must for our application system. We also encourage you to include a cover letter to tell us why you are interested in this position and a law school transcript (or the equivalent). Candidates for lawyer opportunities in the U.S. must have a law degree from an ABA-accredited law school and be a member of the Bar in the United States. Compensation for this role will be top-of-market, with an annualized salary range of $365,000 to $390,000, depending on the candidate's overall experience and other job-related factors permitted by law. This position may be eligible for a discretionary or an hours-based bonus, consistent with market practice. In addition, this position will be eligible for the firm's fringe benefits as they currently exist. To apply please complete the on-line application, attaching a resume and law school transcript. All search firm submissions should be sent to ***********************************, Attn: Suzanne Hudgens, Lateral Associate Recruitment Manager, National. Submissions must include a resume and law school transcript. This job description sets forth the responsibilities of this position and may be changed from time to time as shall be determined. Hogan Lovells is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, age, national origin, disability, sexual orientation, gender identity or expression, marital status, genetic information, protected Veteran status, or other factors protected by law. Hogan Lovells complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact our Benefits Department at LeaveofAbsence_*******************.
    $71k-105k yearly est. Auto-Apply 33d ago
  • Senior Associate, Acquisitions

    Element Vehicle Management Services 4.8company rating

    Senior associate job in Minneapolis, MN

    Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a detail-oriented and customer service-oriented individual to join our team as the Senior Associate, Customer Support you will focus on identifying, evaluating, and acquiring new or used vehicles for a dealership or fleet. This involves building relationships with vendors, conducting market research, analyzing vehicle valuations, and negotiating purchase agreements. A Day in the Life Receive orders from clients Searches dealer inventory Reviews and sends quality offers to clients Manages workflow from order submission through delivery Provide consultative input regarding alternative vehicles and ordering methods for most effective and efficient delivery of complete vehicles (Turn-key with upfit complete) Arranges addition of upfitting throughout the order process & / or post-delivery. Provides insight and consultation on the status of dealership inventory Build and maintain relationships with vendors, and other key stakeholders. Provide support to licensing related inquiries where unusual documentation may be requested as well as in-flight support for transportation issue resolution Support departmental initiatives for best acquisition polices Provides full order resolution support in collaboration with Client Success for vehicles purchased from dealerships Internally referred to Senior Associate, Acquisitions ( Out of Stock-Non Upfit)* Basic Qualifications Must have a Highschool Diploma Ability to work effectively in a business environment characterized by complexity, ambiguity, and rapid change. Microsoft office suite proficiency Demonstrate strong communication skills Demonstrate and ability to manage multiple simultaneous projects in an organized fashion. Excellent interpersonal communication, change management and presentation skills (written and verbal) at all levels. Proven problem-solving skills with an analytical and inquisitive approach Preferred Qualifications Bachelor's degree, preferred or three to five years related experience, or equivalent industry experience Fleet or mechanical experience( with upfit) preferred Strong industry knowledge and familiarity with current state restrictions/laws pertaining to leased vehicles Location- Hopkins, MN The hiring base salary range for this position is $49,100 to $67,500 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. What's in it for You • A culture of innovation, empowerment, decision-making, and accountability • Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness • Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. Know Your Rights: Workplace discrimination is illegal
    $49.1k-67.5k yearly Auto-Apply 6d ago
  • M&A Senior Associate, Integration and Separation

    RSM 4.4company rating

    Senior associate job in Washington, MN

    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. Responsibilities: * Execute client delivery projects related to integration and separation activities, supporting clients throughout the business transaction lifecycle on both buy and sell sides. * Participate in client strategy workshops for private equity and corporate buyers to validate deal thesis, investment objectives, and hold time objectives, ensuring activities align with client goals. * Assist in structuring engagements with the appropriate approach and staffing for pre-close planning, post-close execution, and day-1 operational support. Collaborate with subject matter professionals to meet specialist requirements. * Provide functional advice to clients across various business areas based on the scope of the engagement, industry, and transaction complexity. * Evaluate TSA (Transition Service Agreement) requirements in the pre-close planning phase to identify deal perimeters and potential gaps during transaction execution. Determine necessary TSA or reverse TSA support, evaluate pricing and structure services, and plan to close operational gaps with new services, systems, people, processes, or contracts. Identify stranded costs for the sell side and manage the exit process to preserve and enhance client value. * Assess synergy opportunities in the pre-close planning phase and manage synergy realization in the post-close phase to support full value capture and enhancement through value engineering, cost management, and opportunistic wins. * Collaborate with internal sales and service teams and business developers to support the sales cycle and manage engagements profitably and professionally. * Support clients with pre- and post-close transaction work, with additional experience at a functional level, preferably in Finance, Human Resources, IT, or manufacturing and supply chain. * Demonstrate strong program management skills in technical and business consulting engagements. Required Qualifications: * Minimum Bachelor's Degree; MBA or Master's in business, finance, accounting, or a technical field is a plus. Qualifications: * Bachelor's degree in business, finance, accounting, or technology. * Over 5 years of related work experience supporting clients with pre- and post-close transaction support. * Broad expertise including working knowledge of private equity and lower, middle, and upper market businesses, both privately held and publicly traded. * Experience across a range of industries is highly desired; industry alignment to PE is a plus but must be conversant in various business operational models. * Strong skills in process and operating model development to support current and future state business operations. * Excellent communication, presentation, project management, and business acumen. * Strong writing, research, and analytical skills. * Self-motivated with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements. 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: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $85.1k-161.7k yearly Easy Apply 3d ago
  • Sr. Associate, Delivery Driver Dispatcher

    Cardinal Health 4.4company rating

    Senior associate job in West Allis, WI

    Pay Rate: $19.00 per hour Bonus eligible: No Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being. * Medical, dental and vision coverage * Paid time off plan * Health savings account (HSA) * 401k savings plan * Access to wages before pay day with my FlexPay * Flexible spending accounts (FSAs) * Short- and long-term disability coverage * Work-Life resources * Paid parental leave * Healthy lifestyle programs Application window anticipated to close: 01/20/2026 *if interested in opportunity, please submit application as soon as possible. What does Nuclear Pharmacy contribute to Cardinal Health? Nuclear Pharmacy is responsible for providing radiopharmaceuticals and other drugs to medical care providers under highly regulated State and Federal guidelines may also consult with or advise physicians and nuclear medicine technologists on the safe and efficacious use of radioactive drugs for diagnosis and therapy. What Pharmacy Services & Delivery contributes to Cardinal Health Responsible for the prompt and accurate delivery and distribution of radiopharmaceuticals or oncology pharmaceuticals to medical care providers in accordance with customer demand and requirements of the assigned route. Prepares doses for shipment, prepares cases, wipes doses, and loads and unloads containers in keeping with the prescribed safety standards and Department of Transportation (DOT). Click here to watch a short video about what a Nuclear Pharmacy Driver does at Cardinal Health Shift/Schedule * 35 hours weekly * Monday - Friday 2:00am - 9:00am * One weekend shift a month * Must be flexible to work other hours and days as needed Responsibilities * Assigns delivery routes to drivers and makes adjustments as needed * Performs quality control checks as trained * Processes incoming packages for pharmacy use * Performs equipment checks for daily use * Prepares and makes deliveries to customer accounts on assigned route using a company vehicle (non-cdl) * Packages radiopharmaceutical medication for shipment, performs testing, and loads/unloads containers * Uses a handheld tablet to scan customer orders for accuracy, obtain route stop information and navigation * Processes packages returned from customer locations * Maintains vehicles in proper working condition and may perform minor roadside repairs * Performs general facility cleaning and other duties as required Qualifications * High school diploma, GED or equivalent, or equivalent work experience, preferred * Must hold a valid driver's license and have a good driving record * Minimum of 18 years of age due to driving of company owned vehicle * Prior delivery driving experience a plus * Past driver dispatching experience preferred * Ability to lift containers weighing up to 75 pounds * Comfortable driving in all weather conditions during day or night hours * Ability to sit, stand, be mobile and operate a vehicle for extended periods of time * Strong customer service and communication skills * Ability to work weekends or be in a weekend rotation * Ability to work holidays or be in a holiday rotation * Ability to work on call or be in an on call rotation * Flexibility to work various days, schedules, hours or overtime as needed * Ability to use computers and tablets What is expected of you and others at this level? * Applies acquired knowledge and skills to complete standard tasks * Readily learns and applies new information and methods to work in assigned area * Maintains appropriate licenses, training and certifications * Works on routine assignments that require some problem resolution * Works within clearly defined standard operating procedures and/or scientific methods * Adheres to all quality guidelines * Works under moderate degree of supervision * Work typically involves regular review of output by work lead or supervisor * Refers complex unusual problems to supervisor "" Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply. Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
    $19 hourly Auto-Apply 5d ago

Learn more about senior associate jobs

How much does a senior associate earn in Duluth, MN?

The average senior associate in Duluth, MN earns between $58,000 and $124,000 annually. This compares to the national average senior associate range of $56,000 to $121,000.

Average senior associate salary in Duluth, MN

$85,000
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