Senior Associate, Private Equity Real Estate - Drive Deals
Thrivent Financial 4.4
Senior associate job in Minneapolis, MN
A leading financial services organization in Minneapolis is seeking a SeniorAssociate in private equity real estate. This role requires a bachelor's degree and at least four years of experience in commercial real estate. The associate will manage investment performance monitoring, support deal teams, and prepare materials for investment committees. The organization offers competitive salary and extensive benefits including health insurance, retirement plans, and generous paid time off.
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$70k-104k yearly est. 1d ago
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Senior Associate, Business Operations, Glassdoor
Indeed 4.4
Senior associate job in Saint Paul, MN
**Our Mission** As the world's number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to grow our teams with more people who share our enthusiasm for innovation and creating the best experience for job seekers.
This role sits within Glassdoor, where professionals go to zero in on the next step in their career. Rooted in transparency and trust, we have long empowered people to make informed career decisions. We combine authentic employee voices with insights about companies and AI-driven personalization to help job seekers find roles where they can grow and thrive.
**Join us as we make worklife better, together.**
(*Comscore, Total Visits, March 2025)
**Day to Day**
The Business Operations team at Glassdoor is responsible for a range of high-impact, high-visibility work spanning strategy, analytics, and operations. This role will be a foundational member of the team supporting the Consumer business, helping to translate data into actionable strategy and ensuring focus on the initiatives that matter most.
You will bring proven business judgment, structured problem-solving, and a passion for using data to influence strategy and outcomes. As part of a highly collaborative and fast-moving BizOps team, you'll work on Glassdoor's most pressing and complex challenges to drive clarity and decision-making in ambiguous problem spaces.
**Responsibilities**
+ Become a subject matter expert on the Consumer experience, developing a deep understanding of key performance drivers and identifying opportunities to improve outcomes
+ Communicate clear, data-driven insights and recommendations to managers across the organization to guide prioritization and decision-making
+ Own operational forecasts, dashboards, and ongoing operating cadences to monitor performance, set goals, and drive accountability
+ Steer strategic analyses and special projects that inform product, growth, and investment recommendations across the Consumer business
+ Act as the connective tissue across cross-functional partners, ensuring alignment around shared goals and coordination in addressing our biggest opportunities
**Skills/Competencies**
+ Experience: 2-5 years of relevant experience in business operations, strategy & operations, management consulting, or similar data-driven roles in consumer tech/SaaS companies.
+ Problem Solving: Proven ability to structure and solve complex problems through data and sound business judgment
+ Analytical Rigor & Modeling: Exceptional analytical foundation with experience in trend analysis, forecasting, and performance management. Ability to build and maintain models that inform decision-making and goal-setting
+ Strategic & Business Insight: Bring strategic and business insight by anticipating trends, aligning work with company goals, and connecting cross-functional priorities to shape long-term direction; serves as accountability driver and thought partner
+ Influencing & Communication: High EQ and ability to build trust-based relationships across departments and leadership levels. Exceptional written and verbal executive communication, with the ability to distill complex ideas into actionable insights and impact
+ Bias for Action: Resourceful, proactive and comfortable operating in ambiguity; takes initiative and thrives in fast-paced environments
+ Analytics Tools: Advanced proficiency in Excel / Google sheets.
**Salary Range Transparency**
US Remote 100,000 - 145,000 USD per year
Austin Remote 100,000 - 145,000 USD per year
Scottsdale 90,000 - 130,500 USD per year
Seattle Remote 115,000 - 197,000 USD per year
New York Remote 125,000 - 181,000 USD per year
San Francisco Bay Remote 130,000 - 188,000 USD per year
**Salary Range Disclaimer**
The base salary range represents the low and high end of the Indeed salary range for this position in the given work location. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range(s) listed is just one component of Indeed's total compensation package for employees. Other rewards may include quarterly bonuses, Restricted Stock Units (RSUs), a Paid Time Off policy, and many region-specific benefits.
**Benefits - Health, Work/Life Harmony, & Wellbeing**
We care about what you care about. We have a multitude of benefits to support Indeedians, as well as their pets, kids, and partners including medical, dental, vision, disability and life insurance. Indeedians are able to enroll in our company's 401k plan, as well as an equity-based incentive program. Indeedians will also receive open paid time off, 11 paid holidays a year and up to 26 weeks of paid parental leave. For more information, select your country and learn more about our employee benefits, program, & perks at ****************************************
**Equal Opportunities and Accommodations Statement**
Indeed is deeply committed to building a workplace and global community where inclusion is not only valued, but prioritized. We're proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, neuro-diversity, disability, age, or veteran status, or any other non-merit based or legally protected grounds.
Indeed provides reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please visit ********************************************** If you are requesting accommodation for an interview, please reach out at least one week in advance of your interview.
For more information about our commitment to equal opportunity/affirmative action, please visit our Careers page (********************************
**Inclusion & Belonging**
Inclusion and belonging are fundamental to our hiring practices and company culture, forming an integral part of our vision for a better world of work. At Indeed, we're committed to the well-being of our employees and on a mission to make this the best place to work and thrive. We believe that fostering an inclusive environment where every employee feels respected and accepted benefits everyone, fueling innovation and creativity.
We value diverse experiences, including those who have had prior contact with the criminal legal system. We are committed to providing individuals with criminal records, including formerly incarcerated individuals, a fair chance at employment.
Those with military experience are encouraged to apply. Equivalent expertise demonstrated through a combination of work experience, training, military experience, or education is welcome.
**Indeed's Employee Recruiting Privacy Policy**
Like other employers Indeed uses our own technologies to help us find and attract top talent from around the world. In addition to our site's user and privacy policy found at **************************** , we also want to make you aware of our recruitment specific privacy policy found at ****************************/indeed-jobs .
\#INDGD
**Agency Disclaimer**
Indeed does not pay placement fees for unsolicited resumes or referrals from non-candidates, including search firms, staffing agencies, professional recruiters, fee-based referral services, and recruiting agencies (each individually, an "Agency"), subject to local laws. An Agency seeking a placement fee must obtain advance written approval from Indeed's internal Talent Acquisition team and execute a fee agreement with Indeed for each job opening before making a referral or submitting a resume for that opening.
**AI Notice**
Indeed is committed to ensuring fairness and transparency throughout our hiring process. We use artificial intelligence (AI) tools to assist in the screening, assessment, and selection of applicants for this position by analyzing information provided in resumes and applications. Our use of AI does not replace human decision-making.
Unless otherwise notified, Indeed does not use AI constituting an AEDT or an ADMT as those tools are defined in applicable laws.
Ref ID (46516)
**The deadline to apply to this position is 2/6/26. Job postings may be extended at the hiring team's discretion based on applicant volume.**
Reference ID: 46516
$65k-88k yearly est. 2d ago
Retirement Plan Compliance Senior Associate
WTW
Senior associate job in Minneapolis, MN
**The Role** We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you will play a crucial role in supporting our attorneys by performing a variety of tasks, which will include drafting/amending pension (defined benefit and defined contribution) plan documents, summary plan descriptions, summaries of material modifications and other plan related documents (e.g., policies, procedures) as well as participant communications (e.g., QDIA notices).
**DUTIES A ND RESPONSIBILITIES**
**Plan Drafting:** Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language.
**Compliance:** Ensure all plan documents comply with ERISA regulations and other applicable federal laws. Adhere to audit protocol to ensure accuracy of documentation.
**Document Production/Management:** Adhere to document production timelines to ensure efficiency and timely document production. Organize and maintain plan documents, ensuring they are up-to-date and accessible.
**Training and Development:** Train and mentor staff on plan document drafting and compliance.
**Internal Client Communication:** Provide technical guidance regarding plan language and training for the internal team as needed. Provide assistance when a client or team member requires assistance understanding the plan language or the underlying legal requirement giving rise to the language.
**Other:** Keep abreast of laws and regulations impacting employee benefits, claims procedures, and notice requirements by using our legal database subscriptions to research, analyze and understand changes in the law and/or regulations.
**Filing** : File documents with government agencies as needed
**Client Communication** : Communicate effectively with clients, client counsel, providing updates and gathering information.
**Document Management:** Prepare, organize, and maintain legal documents, including research and contracts.
**Project Management:**
+ Manage multiple clients and projects simultaneously, prioritizing tasks and meeting deadlines.
+ Develop and implement project plans, timelines, and budgets.
+ Coordinate with attorneys, clients, and other team members to ensure smooth project execution.
+ Track project progress and identify potential issues, taking proactive steps to mitigate risks.
+ Keep stakeholders up to date on project status using various reporting, and metric based tools available.
+ Manage communication between all parties involved in the project.
**All other duties as assigned.**
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**Qualifications**
**The Requirements**
+ Bachelor's degree in English or legal studies, or equivalent concentration preferred.
+ 5+ years of experience drafting, amending, and tracking changes to pension (defined benefit and defined contribution) benefit plan documents, summary plan descriptions, and summaries of material modifications.
+ Detailed understanding of laws governing pension plans including ERISA and the Internal Revenue Code are a must have.
+ Expertise with Microsoft Office software programs including Word, Excel, Outlook, PowerPoint.
+ Excellent analytical, writing and verbal skills.
+ Ability to work independently and as part of a team
+ Experience with reviewing or qualifying domestic relations orders not required but a plus.
**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 $80,000 to $120,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (***********************************************************************************************************
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
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**
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.
$80k-120k yearly 26d ago
Innovation Blockchain Sr Associate
RSM 4.4
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.
The Blockchain SeniorAssociate is primarily responsible for supporting and teaming with various leaders in Innovation in order to help the firm achieve its innovation objectives. This individual will lead opportunities and have the responsibility of designing and developing applications in different Blockchain platforms including but not limited to Hyperledger, Ethereum, Bitcoin and other distributed computing environments to deliver solutions to line of business partners. This individual will lead blockchain initiatives as assigned and act as innovation liaison for key stakeholders, internal leaders, subject matter experts and external parties.
This Blockchain SeniorAssociate will act with a sense of urgency and collaborate with internal stakeholders to identify and remove roadblocks that impede time to value on client engagements. This individual will research, design and/or develop blockchain technology including frameworks, distributed ledger protocols and consensus mechanisms. In addition, this individual will need to be comfortable with ambiguity, and be adept in critical thinking and problem solving in order to bring new ideas to the forefront. The Blockchain SeniorAssociate will need to be organized and have the ability to track and follow up on a large number of ongoing competing priorities.
ESSENTIAL DUTIES
1. Blockchain Development
a) Partner with individuals or teams to design and develop blockchain and digital asset solutions
B) Drive the execution of the blockchain and digital asset engagements and analyze findings
Identify resources& necessary technology
Work with vendor concierge to bring in new vendor technology
Default toward action even when not in scope of responsibility, control or influence
c) Drive deployment and testing, evaluate performance, detect anomalies and implement enhancements to blockchain solutions
d) Partner with team to present findings to appropriate leaders
e) Agility and adaptability to change approaches and priorities while still being able to deliver tangible results
Face problems that are difficult, moderately complex, or undefined and determine a path forward.
Create innovative ways to convey complex or ambiguous information or ideas
f) Facilitating the development of solutions to problems, improve processes, systems, or products to enhance outcomes
2. Support line of business teams in client engagements
Support development and execution of blockchain and digital asset strategy and vision
Facilitate development of proposal with line of businessowners
Assist in developing public chain, side chain, private chain, smart contracts and other logic to establish supply layer of cloud service delivery system
Share successful engagements across the enterprise to determine other potential use cases
3. Engage in blockchain and digital education for the firm
4. Other duties as assigned
EDUCATION/CERTIFICATIONS
• Bachelors Degree
• Master Degree (preferred)
• CPA Designation
TECHNICAL/SOFT SKILLS
• Ability to thrive in an ambiguous environment
• General business knowledge
• Knowledge of blockchain, digital asset and cryptocurrency technologies
• Understanding of the RSM Tax, Audit and/or Consulting lines of business (preferred)
• Be able to balance multiple competing priorities
• Big picture thinker
• Not afraid to fail
• Work on ambiguous efforts with minimal direction
• Project Management Skills (preferred)
• Understand data concepts (flow, security, architecture, etc.(preferred)
EXPERIENCE
• 3-5 Years of experience in emerging technologies (preferred)
LEADERSHIP SKILLS
• Ability to confidently connect at all levels in the organization using diplomatic communication, influence and negotiation skills
• Collaborate, adhere, challenge standards (preferred)
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. For those living in California or applying to a position in California, please click here for additional information.
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: $95,400 - $163,900
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$95.4k-163.9k yearly Auto-Apply 1d ago
Senior Associate Underwriter
Kaufman Financial Group
Senior associate job in Minneapolis, MN
Responsibilities Summary: When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships to join our team as a SeniorAssociate Underwriter. Our SeniorAssociates underwrite and supervise a portion of an Underwriter's book of business, support renewal and new business development, and have the opportunity to achieve full underwriting authority.
* Underwrite and supervise a portion of an Underwriter's book of business, focused on renewals and new business
* Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing to prepare quotes
* Assist Underwriters to develop and execute marketing plans to drive new and renewal business, including in-person agency visits, telemarketing and distributing marketing materials
* Mentor and train Associate Underwriters as needed
Qualifications
* Bachelor's degree or equivalent combination of education and experience
* 3+ years of commercial underwriting support or industry experience
* Strong sales and marketing skills required Proven organization skills and ability with a strong attention to detail
* Interest in continued education and professional development to obtain full underwriting authority
* Travel when necessary in order to foster strong client relationships
Benefits
* Competitive base compensation
* Employer paid continuing education courses and designations via access to Kaufman Institute
* Health and welfare benefits including medical, vision and dental
* 401K with employer match
* Paid vacation, sick time, and holidays
* Access to Kaufman Wellness Program
* Flexible and hybrid work options
About Our Company
Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America's leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector.
Equal Opportunity Employer
The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, pregnancy, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.
In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
#LI-JS1
$71k-105k yearly est. Auto-Apply 14d ago
Financial Due Diligence Senior Associate
Boulay 3.6
Senior associate job in Minneapolis, MN
We are currently seeking a talented and driven professional to join our Transaction Group. The Financial Due Diligence SeniorAssociate 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 provide recommendations 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 related business degree
Minimum of 2 busy seasons of assurance (Audit, Review, Compilation) experience
Strong knowledge of generally accepted accounting principles (GAAP)
Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, toward the successful completion of a project
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.
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 4.8
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 60d+ ago
Attorney for Banking Practice Group: Lateral or Senior Associate
Messerli & Kramer 4.1
Senior associate job in Minneapolis, MN
Founded in 1965, Messerli Kramer is a Top 20 Minnesota law firm with locations in Minneapolis, St. Paul, and Plymouth. We have a hard-earned reputation within the business community of providing sound, reasoned and comprehensive legal services. With an emphasis on building lasting relationships with our clients, our professionals take the time to listen and understand legal issues within the larger framework of the business as a whole.
We are seeking a SeniorAssociate or Lateral Attorney for our downtown Minneapolis office to practice in the area of commercial banking. Successful candidates will have seven plus years of substantive experience in wide array of commercial banking transactions, including drafting and negotiating complex loan documentation, reviewing due diligence materials, including the diligence material for real estate and asset-based lending transactions. Candidates should also have substantive experience in construction lending, financing for land development and ideally affordable housing tax credit lending experience.
Compensation and Bonus Information
Base compensation will vary based on level of experience and practice specialty. Compensation range $185,000-250,000. Attorneys are also eligible for monthly, quarterly and/or annual bonus incentives based on performance. Laterals with a book of business are encouraged to apply, but not necessary.
Benefits
Medical, Dental, & Vision Insurance
HSA & FSA Accounts
Employer Contribution to HSA if enrolled in High Deductible Health Insurance plan
401K, with 4% company contribution (after completion of 1 year of service)
Paid time off
Paid Leaves
Paid company holidays
Company Paid Basic Life Insurance
Employee Assistance Program
Monthly reimbursement for Parking and cell phone
Annual Marketing & Business Development budget provided
Bar license and CLE reimbursements
Building amenities include: onsite restaurants & onsite free gym
Hybrid Remote Schedule
Apply online or email ***************************** and provide resume.
Messerli Kramer is an equal employment opportunity (EEO) employer. We are an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
We conduct criminal background checks on all individuals offered employment.
Applicants with a disability that are in need of an accommodation, please contact Human Resources at ************ or email *****************************.
Requirements
A highly motivated individual with significant experience to advise on complex financial transactions, oversee and manage loan document drafting and due diligence review and thrive in a fast paced constant changing environment. Must have a deep understanding of banking and finance, real estate and regulatory laws with a strong preference to candidates with affordable housing tax credit experience. You must have excellent interpersonal and communication skills to advise on issues related to structuring transactions, negotiating and managing complex financial transactions, and ability to multi-task and adapt as needed to work flow.
Must be analytical with attention to detail, solid drafting skills, strong commercial banking experience, and good academic and professional credentials. The successful candidate will also possess the ability to prioritize, multi-task and work independently with minimal supervision in a fast-paced environment, while working collaboratively with the rest of the team on projects. Must be licensed to practice law in MN.
This is a great opportunity to become part of a talented team in a great work environment. We are looking for dynamic talent to deliver high quality legal work, service growth in our practice, and positively influence our culture. We offer a competitive salary and benefit program.
Salary Description $185,000 - $250,000 annually
$74k-94k yearly est. Easy Apply 35d ago
Senior Associate, Ordering
Element Vehicle Management Services 4.8
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 SeniorAssociate, 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 SeniorAssociate, Acquisitions ( Out of Stock-Non Upfit)*
Basic Qualifications
Must have a Highschool Diploma
A minimum of 1 year in a business environment
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 **************. Element Fleet Management also uses AI-assisted tools to help screen and assess applications. These tools analyze information you provide (for example, your rēsumē and screening responses) to identify job-related skills, qualifications, and experience. AI outputs do not by themselves determine whether you advance or receive an offer - they assist recruiters and hiring managers. Final hiring decisions are made by people.
Know Your Rights: Workplace discrimination is illegal
Lead the onboarding and transition of financial institution programs joining Ameriprise Financial Institutions Group. This role ensures a seamless experience for advisors, clients, and accounts by driving consistent processes for hiring, licensing, onboarding, and transition execution-both virtually and onsite.
Key Responsibilities
Onboarding Leadership
* Act as the Onboarding Quarterback, guiding advisors and staff through hiring, licensing, and appointment processes.
* Define roles and responsibilities for pre-onboarding, day-of, and post-onboarding activities.
* Partner with leaders and staff to ensure smooth execution and resource alignment.
Implementation & Training Support
* Provide hands-on support for developing an end-to-end implementation and training strategy to ensure proper training on Ameriprise systems, tools, and processes.
* Deliver training and onboarding for advisors and sales assistants to accelerate ramp-up and practice efficiency.
* Provide virtual and onsite support during transition to ensure operational readiness and client confidence.
Transition Management
* Collaborate with the Transition Management Support Team to execute a comprehensive transition plan.
* Train advisors on digital tools and systems for managing transitions.
* Monitor progress using the transition tracker and implement ramp-up tactics.
Leadership & Communication
* Communicate effectively with AFIG and corporate partners to share best practices, identify process improvements, and recommend policy enhancements.
* Deliver a best-in-class experience for advisors and clients throughout the transition.
Required Qualifications
* Education: Bachelor's degree or equivalent experience.
* Experience: 5+ years in financial services, advisor onboarding, or transition management.
* Time Management: Ability to prioritize and execute multiple tasks under tight deadlines.
* Relationship Management: Build trust and collaborate effectively with advisors, leaders, and cross-functional teams.
Preferred Qualifications
* Executive Communication: Ability to present to executive leadership and influence decision-making.
* Presentation Development: Skilled in creating professional presentations and delivering impactful content.
* Facilitation: Lead calls, meetings, and training sessions with confidence.
* Technical Proficiency: Familiarity with digital onboarding tools, CRM systems, and transition platforms.
* Project Management: Strong organizational skills to manage timelines, resources, and deliverables.
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
Base Salary Range The estimated base salary for this role is $62,300-$82,000/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
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AFIG Ameriprise Financial Institutions Group
$62.3k-82k yearly Auto-Apply 11d ago
SR Concession associate - Milwaukee Milkmen
Roc Ventures
Senior associate job in Franklin, WI
The Milwaukee Milkmen are seeking enthusiastic and dependable Concession Associates to join our game-day staff at Franklin Field in Franklin, WI. Concession Associates play a key role in creating a fun and memorable fan experience by providing fast, friendly service while preparing and serving food and beverages during Milkmen home games and special events.
Key Responsibilities
Prepare, serve, and sell food and beverages in concession stands
Greet fans with a positive attitude and provide excellent customer service
Accurately handle cash and credit card transactions using point-of-sale systems
Maintain cleanliness and organization of concession areas, including food prep, service, and seating areas
Follow all food safety, sanitation, and health regulations
Restock food, beverages, and supplies as needed
Work efficiently in a fast-paced, high-energy game-day environment
Assist with opening, closing, and post-event cleanup duties
Communicate effectively with supervisors and fellow team members
Qualifications
Must be at least 16 years old (age requirements may vary by position)
Previous food service or customer service experience preferred, but not required
Ability to work in a fast-paced environment while maintaining attention to detail
Strong communication and teamwork skills
Reliable, punctual, and professional
Ability to stand for extended periods and lift up to 25 lbs
Willingness to work outdoors and in varying weather conditions
Schedule & Availability
Must be available for Milwaukee Milkmen home games, including evenings, weekends, and holidays
Additional shifts may be available for special events at Franklin Field
$60k-88k yearly est. Auto-Apply 2d ago
Senior Associate - Environmental, Health & Safety
Eli Lilly and Company 4.6
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 unites caring with discovery to create medicines that make life better for people around the world. Lilly is a fortune 500 company that has been in operation for over 140 years. We make medicine with safety first and quality always while living our company values of Integrity, Excellence, and Respect for People.
Lilly is designing and building a new state of the art Parenteral, Device Assembly, and Packaging Facility located in Pleasant Prairie, Wisconsin. This is an exciting opportunity to help build and operate a state-of-the-art manufacturing site from the ground up.
The SeniorAssociate - HSE will be responsible for the development and technical support of environmental permits and programs at the Lilly Kenosha County (LKC) site. Responsibilities will include but not limited to regulatory and corporate environmental compliance for the site, coordination of all environmental activities for the site, environmental initiatives execution, and influencing business and strategic planning. The SeniorAssociate provides coaching to the organization to ensure environmental stewardship.
Responsibilities:
Engage site resources in achieving an environmentally compliant workplace.
Develop, establish, and sustain environmental permits 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 environmental best practices at LKC and provide ongoing technical support.
Provide support for all environmental activities at the LKC site including overall waste management and recycling.
Understand and support the HSE event, 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, environmentally compliant workplace.
Cross train within the HSE team to support Health and Safety goals.
Leverage knowledge of severe incident risk to influence minimization of potential events and increase awareness / knowledge among site resources.
Provide front line environmental support for the site.
Basic Qualifications:
Bachelor of Science in Scientific, Engineering, or Environmental discipline
Prior environmental experience
Strong regulatory knowledge
Experience with CAPA system for addressing changes and deviations
Additional Preferences:
Demonstrated technical leadership skills
Strong communication and computer skills required
Green site start up experience preferred
GMP operational experience
Additional Information:
Role is Monday through Friday based. Must be flexible in providing support to accommodate other inputs (production schedules, shutdowns, etc.). Occasional extended hour and / or off-hour work may be required.
Position will be based out of LKC site with ability to travel to Indianapolis, IN and other global Lilly sites, as required
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 - $169,400
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-169.4k yearly Auto-Apply 6d ago
Senior Associate, Private Equity Fund Services
Baker Tilly Virchow Krause, LLP 4.6
Senior associate job in Wisconsin
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 SeniorAssociate 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.
* Perform monthly/quarterly review of property financials and GL provided by client's property accounting teams.
* 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)
* 3+ years of experience with commercial real estate accounting experience. Exposure to property-level and ownership accounting is required
* 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
* Experiences with Investran or Yardi preferred
#LI-AB1
#LI-Hybrid
$57k-72k yearly est. Auto-Apply 14d ago
Senior Audit Manager
Ascend Partner Services LLC
Senior associate job in Duluth, MN
Who We Are About Ascend At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms-from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources.
We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today's dynamic market. This includes access to growth capital, robust talent acquisition, top-tier technology, transformative leadership, shared back-office services, & more. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend, where your career soars without sacrificing your quality of life.
About Wilson Lewis
Wilson Lewis is a growing accounting and advisory firm with offices in Duluth, Atlanta, Alpharetta, and Gainesville, designed to make life easier for clients. Our main objective is to offer quality advisory services, personal attention, and serve as an economic guide to protect and grow your future.
At Wilson Lewis, we believe that great work begins with great people. You'll join a firm where collaboration, professional growth, and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive, flexible environment - and we're looking for team members who share our values of excellence, integrity, and fun. In 2025, we are a Regional Leader (Accounting Today), an Inside Public Accounting Top 500 Firm, have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle), and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.
The Role
We are seeking an Audit Senior Manager to join our team. The Senior Manager will be responsible for managing client relationships; supervising, reviewing, and providing on-the-job training for staff; performing all tasks of the assurance engagements when needed. Notably, the Senior Manager will play a critical role in leading our client engagements. This role will be in-office based out of either Duluth, GA or Gainesville, GA, whichever location is preferred.
Key Responsibilities
* Audit Compliance: This position will lead and ensure the team maintains a high degree of accuracy and timeliness of the audit engagements.
* Team Leadership: Set the culture for the engagement team and mentor members in their career development. Work to ensure your team is engaged and excited by listening and assisting in the development of team members' goals to meet department objectives while also providing opportunities for them to grow.
* Client Service: Deliver quality internal and external client service, in accordance with the Firm's values, in order to build and maintain client loyalty and teamwork by contributing to a positive client and team member experience.
* Continuous Process Improvement: Focus on solutions and problem solving creatively in order to help make timely decisions by translating requests into action.
Required Qualifications
* Bachelor's degree in accounting or business with a certificate in accounting from an accredited university
* Must be an active CPA in good standing
* Minimum of 8 years of increasing levels of responsibility specializing in Government and Single Audit financial statement audits with a regional or large CPA firm
* Demonstrably strong leadership skills
* Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), U.S. Generally Accepted Auditing Standards (GAAS)
Preferred Qualifications
* Experience with non-profit audits
* Caseware, DAS, OnPoint, MindBridge experience
Location
At Wilson Lewis, we're focused on creating a collaborative environment. This individual would ideally sit in the Duluth office but is also welcome to sit at the Atlanta location depending on commute. We are considered a fully in-office environment but do offer some flexibility as needed.
What We Offer
We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.
Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:
* Flexible PTO
* Medical, Dental, Vision, & Voluntary Insurance Options
* 401(k) Matching
* Performance Bonus
* Commitment to Professional Development
* Optional Equity Program Eligibility at Sr. Manager Level + top performing Managers
How to Apply
Submit your information in the application section directly below! This will include:
* Basic contact information
* Resume/CV and optional cover letter upload
* Work eligibility and compensation
* Voluntary demographic & self-ID questions
For questions or inquiries about the role, please reach out to Kim Chedgy, Manager of Recruiting at **************************.
We provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. We hire and promote individuals solely based on qualifications for the position to be filled and business needs.
$96k-153k yearly est. Auto-Apply 51d ago
Employee Benefits and Executive Compensation, Senior Associate
Hogan Lovells
Senior associate job in Washington, MN
Hogan Lovells is seeking a highly qualified seniorassociate 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.
The expected base salary range for this role is $365,000 to $390,000 per year. This range reflects a good-faith estimate of pay at the time of posting; the actual compensation offered may vary depending on factors such as the candidate's qualifications. This position is eligible for additional forms of compensation, which may include annual performance bonuses and discretionary bonuses. Employees in this role are also eligible for benefits offered by the firm, subject to applicable plan terms and conditions, which currently include medical, dental, and vision insurance; a 401(k) retirement plan; and paid time off. Additional benefits may include relocation. Please review this link for more information regarding employee benefits in the United States.
We will consider for employment qualified applicants with arrest and conviction records in a manner consistent with the requirements of applicable law, including the San Francisco Fair Chance Ordinance and City of Los Angeles Fair Chance Initiative for Hiring Ordinance.
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 60d+ ago
Senior Associate, Business Operations, Glassdoor
Indeed 4.4
Senior associate job in Milwaukee, WI
**Our Mission** As the world's number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to grow our teams with more people who share our enthusiasm for innovation and creating the best experience for job seekers.
This role sits within Glassdoor, where professionals go to zero in on the next step in their career. Rooted in transparency and trust, we have long empowered people to make informed career decisions. We combine authentic employee voices with insights about companies and AI-driven personalization to help job seekers find roles where they can grow and thrive.
**Join us as we make worklife better, together.**
(*Comscore, Total Visits, March 2025)
**Day to Day**
The Business Operations team at Glassdoor is responsible for a range of high-impact, high-visibility work spanning strategy, analytics, and operations. This role will be a foundational member of the team supporting the Consumer business, helping to translate data into actionable strategy and ensuring focus on the initiatives that matter most.
You will bring proven business judgment, structured problem-solving, and a passion for using data to influence strategy and outcomes. As part of a highly collaborative and fast-moving BizOps team, you'll work on Glassdoor's most pressing and complex challenges to drive clarity and decision-making in ambiguous problem spaces.
**Responsibilities**
+ Become a subject matter expert on the Consumer experience, developing a deep understanding of key performance drivers and identifying opportunities to improve outcomes
+ Communicate clear, data-driven insights and recommendations to managers across the organization to guide prioritization and decision-making
+ Own operational forecasts, dashboards, and ongoing operating cadences to monitor performance, set goals, and drive accountability
+ Steer strategic analyses and special projects that inform product, growth, and investment recommendations across the Consumer business
+ Act as the connective tissue across cross-functional partners, ensuring alignment around shared goals and coordination in addressing our biggest opportunities
**Skills/Competencies**
+ Experience: 2-5 years of relevant experience in business operations, strategy & operations, management consulting, or similar data-driven roles in consumer tech/SaaS companies.
+ Problem Solving: Proven ability to structure and solve complex problems through data and sound business judgment
+ Analytical Rigor & Modeling: Exceptional analytical foundation with experience in trend analysis, forecasting, and performance management. Ability to build and maintain models that inform decision-making and goal-setting
+ Strategic & Business Insight: Bring strategic and business insight by anticipating trends, aligning work with company goals, and connecting cross-functional priorities to shape long-term direction; serves as accountability driver and thought partner
+ Influencing & Communication: High EQ and ability to build trust-based relationships across departments and leadership levels. Exceptional written and verbal executive communication, with the ability to distill complex ideas into actionable insights and impact
+ Bias for Action: Resourceful, proactive and comfortable operating in ambiguity; takes initiative and thrives in fast-paced environments
+ Analytics Tools: Advanced proficiency in Excel / Google sheets.
**Salary Range Transparency**
US Remote 100,000 - 145,000 USD per year
Austin Remote 100,000 - 145,000 USD per year
Scottsdale 90,000 - 130,500 USD per year
Seattle Remote 115,000 - 197,000 USD per year
New York Remote 125,000 - 181,000 USD per year
San Francisco Bay Remote 130,000 - 188,000 USD per year
**Salary Range Disclaimer**
The base salary range represents the low and high end of the Indeed salary range for this position in the given work location. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range(s) listed is just one component of Indeed's total compensation package for employees. Other rewards may include quarterly bonuses, Restricted Stock Units (RSUs), a Paid Time Off policy, and many region-specific benefits.
**Benefits - Health, Work/Life Harmony, & Wellbeing**
We care about what you care about. We have a multitude of benefits to support Indeedians, as well as their pets, kids, and partners including medical, dental, vision, disability and life insurance. Indeedians are able to enroll in our company's 401k plan, as well as an equity-based incentive program. Indeedians will also receive open paid time off, 11 paid holidays a year and up to 26 weeks of paid parental leave. For more information, select your country and learn more about our employee benefits, program, & perks at ****************************************
**Equal Opportunities and Accommodations Statement**
Indeed is deeply committed to building a workplace and global community where inclusion is not only valued, but prioritized. We're proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, neuro-diversity, disability, age, or veteran status, or any other non-merit based or legally protected grounds.
Indeed provides reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please visit ********************************************** If you are requesting accommodation for an interview, please reach out at least one week in advance of your interview.
For more information about our commitment to equal opportunity/affirmative action, please visit our Careers page (********************************
**Inclusion & Belonging**
Inclusion and belonging are fundamental to our hiring practices and company culture, forming an integral part of our vision for a better world of work. At Indeed, we're committed to the well-being of our employees and on a mission to make this the best place to work and thrive. We believe that fostering an inclusive environment where every employee feels respected and accepted benefits everyone, fueling innovation and creativity.
We value diverse experiences, including those who have had prior contact with the criminal legal system. We are committed to providing individuals with criminal records, including formerly incarcerated individuals, a fair chance at employment.
Those with military experience are encouraged to apply. Equivalent expertise demonstrated through a combination of work experience, training, military experience, or education is welcome.
**Indeed's Employee Recruiting Privacy Policy**
Like other employers Indeed uses our own technologies to help us find and attract top talent from around the world. In addition to our site's user and privacy policy found at **************************** , we also want to make you aware of our recruitment specific privacy policy found at ****************************/indeed-jobs .
\#INDGD
**Agency Disclaimer**
Indeed does not pay placement fees for unsolicited resumes or referrals from non-candidates, including search firms, staffing agencies, professional recruiters, fee-based referral services, and recruiting agencies (each individually, an "Agency"), subject to local laws. An Agency seeking a placement fee must obtain advance written approval from Indeed's internal Talent Acquisition team and execute a fee agreement with Indeed for each job opening before making a referral or submitting a resume for that opening.
**AI Notice**
Indeed is committed to ensuring fairness and transparency throughout our hiring process. We use artificial intelligence (AI) tools to assist in the screening, assessment, and selection of applicants for this position by analyzing information provided in resumes and applications. Our use of AI does not replace human decision-making.
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Ref ID (46516)
**The deadline to apply to this position is 2/6/26. Job postings may be extended at the hiring team's discretion based on applicant volume.**
Reference ID: 46516
$57k-78k yearly est. 2d ago
Workday Reporting Sr Associate
RSM 4.4
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. For those living in California or applying to a position in California, please click here for additional information.
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 57d ago
Senior Associate, Risk Advisory Services
BDO Global 4.8
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 60d+ ago
Senior Associate, Private Equity Fund Services
Baker Tilly Virchow Krause, LLP 4.6
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 SeniorAssociate 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.
* Perform monthly/quarterly review of property financials and GL provided by client's property accounting teams.
* 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)
* 3+ years of experience with commercial real estate accounting experience. Exposure to property-level and ownership accounting is required
* 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
* Experiences with Investran or Yardi preferred
#LI-AB1
#LI-Hybrid
$57k-73k yearly est. Auto-Apply 14d ago
TAS Senior Associate- Financial Due Diligence
RSM 4.4
Senior associate job in Minneapolis, 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:
* Performs financial due diligence for clients who are acquiring and divesting businesses
* Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
* Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements
* Uses various software tools as designated by the firm
* Interacts with the other functional areas of the practice including tax, audit and other consulting practices
Required Qualifications:
* A bachelor's degree, ideally with a major in accounting or finance
* Minimum of 2 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
* Excellent verbal and written communication skills
* Proficient with Microsoft Excel and Microsoft PowerPoint
* Ability to travel up to 10-15% locally and nationally
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $81,400 - $153,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
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.