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  • Senior Associate, Private Equity Real Estate - Drive Deals

    Thrivent Financial 4.4company rating

    Senior associate job in Minneapolis, MN

    A leading financial services organization in Minneapolis is seeking a Senior Associate 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. #J-18808-Ljbffr
    $70k-104k yearly est. 1d ago
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  • 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 16d ago
  • Retirement Plan Compliance Senior Associate

    Willis Towers Watson

    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 16d ago
  • Oracle ERP Security & Controls Senior Associate

    RSM 4.4company rating

    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. RSM's ERP Risk and Automation practice is seeking an experienced Oracle Fusion Oracle ERP Cloud security & controls specialist with a strong background in functional security to join our team. The ideal candidate will have experience scoping and executing ERP security assessments, security role designs, Oracle ERP focused GRC implementations, and operationalizing Oracle user access management, and executing managed security services. This is an exciting opportunity to help grow our Charlotte market. The ERP and Automation Risk Consulting practice, assists with various consulting, internal, and external audit clients by bringing in-depth ERP security and controls, automation, and data analytics skills where needed. The practice performs security and controls designs/assessments, complex data analytics, GRC automation/implementation, security role design, security managed services, segregation of duties assessments, as well as ERP implementation risk reviews. Basic Qualifications: * Degree required * 2-3 years' experience in the Oracle security risk & controls experience with Oracle implementations designing Oracle security or serving as an Oracle security analyst * Exposure to Oracle functional automated controls * Technical exposure in the Oracle suite of applications including Oracle Cloud ERP, CRM, HCM, Procurement, SCM, and Oracle EBS. * Understanding of Oracle Cloud Functional Modules. Knowledge of various functional modules within Oracle Cloud, including Financials, Procurement, Human Resources, and Supply Chain Management. * Experience with Oracle Identity Management (OIM): Knowledge of Oracle Identity Management solutions, including user provisioning, identity governance, and access management * Experience in performing IT audits or recipient of an audit (ITGCs, Security, Controls) * Clear and concise communication skills. Ability to understand what to communicate to difference audiences * Highly organized with the ability to monitor engagement time and expenses * Ability to provide client status updates, review deliverables, maintain updates with the engagement supervisor timely and communicate client opportunities * Ability to put forth additional effort to meet deadlines when necessary Preferred Qualifications: * Demonstrated knowledge of using Oracle GRC tools, such as Oracle GRC, or Fastpath * Experience with data analytics tools (such as ACL or MS Access) performing complex queries * Team member of at least one Oracle implementation. * Experience with other ERP security would be nice to have. * Demonstrated knowledge of auditing Oracle automated business controls * 2 - 3 years of professional experience in public accounting or relevant compliance industry experience relating to Sarbanes Oxley (SOX) compliance or other COBIT/NIST/ISO frameworks * Experience with using and configuring Oracle Risk Management Cloud GRC solution (RMC). Proficiency in using and configuring Oracle Risk Management Cloud applications, including modules such as Financial Reporting Compliance, Advanced Financial Controls, and Access Certification. * Oracle-specific technical certifications (i.e. Oracle Risk Management Cloud Certified or other) Standards of Performance: * The successful candidate will have a high level of energy analytical, organized, and innovative problem solver * Ability to communicate effectively with a broad audience ranging from technical to non-technical * Excellent organizational skills and the ability to prioritize multiple tasks, projects and assignments * Possess strong business ethics and willingness to adhere 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: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $85.1k-161.7k yearly Easy Apply 60d+ ago
  • Senior Associate, Regulatory Change Management

    Coinbase 4.2company rating

    Senior associate job in Saint Paul, MN

    Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. The Coinbase Regulatory Change Management (RCM) function is responsible for the development, execution and oversight of the enterprise-wide legal and regulatory obligations library (Legal and Regulatory Obligations Inventory) and regulatory change monitoring and management processes. *What you'll be doing (ie. job duties):* * The Senior Associate of Regulatory Change Management (RCM) will support the management, execution and continued improvement of the RCM function. Responsibilities will include the following: * Legal & Regulatory Obligations Inventory * Support the maintenance and expansion of the Legal & Regulatory Obligations Inventory * Reporting * Enhance and strengthen quarterly metrics and reporting * Prepare and distribute quarterly metrics / reporting * Regulatory Change Monitoring and Management * Support Legal Teams' horizon scanning efforts * Support Legal Teams' analysis of applicability and impact of regulatory changes * Support tracking of implementation of process/control changes and post-implementation reviews * Provide advice and support on change management plans and execution as needed * Program Administration * Perform QA of data on Regology and Archer platforms * Refine approach and execute QA / validation of alert feed sources / keywords * Assist with review of new content providers and horizon scanning workflow tools (as needed) * Support incident management for quarterly risk reporting * Support stakeholder questions / management * Support oversight of workflows to ensure that they are functioning properly * Support policies and procedures drafting and maintenance * Manage internal team documents and records * Other project work * Risk/Control and Data Mapping * Support LRO, risk and control mapping, including support with implementation of a vendor * Support data mapping for Risk Assessments / RCSAs / Policies and Procedures *What we look for in you (ie. job requirements):* * Track record of building programs / processes from the ground up; in particular experience building and executing regulatory change monitoring and change management programs / processes * Experience building out a legal / regulatory obligations library or exposure to the process * Working knowledge of laws, regulations, risk management practices for financial services * Track record of delivering work to a high quality standard * Hands-on involvement in developing and producing metrics and reporting * Strong written/verbal communication, critical thinking and problem-solving skills * Highly-motivated, analytical, organized, innovative and adaptive * Good presentation skills, multi-tasking capability, team-oriented, and a self-starter * Proven ability to work collaboratively with global partners in other functional units * Flexibility to work extended hours to meet deadlines, when necessary * Ability to work with limited direction from management * Expertise in PowerPoint/Google Slides and Excel/Google Sheets * Juris Doctor *Nice to haves:* * Experience with and/or keen interest in cryptocurrency * Experience working at a law firm and as in-house counsel * Experience with or previous exposure to financial services regulators * Experience with project / vendor management * Experience with technology projects, including the development of business requirement documents (BRDs) and exposure to AI tooling Job# P74258 \#LI-Remote *Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)). Pay Range: $117,385-$138,100 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations*********************************** *Global Data Privacy Notice for Job Candidates and Applicants* Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required. *AI Disclosure* For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. *The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
    $117.4k-138.1k yearly 60d+ ago
  • Financial Due Diligence Senior Associate

    Boulay 3.6company rating

    Senior associate job in Minneapolis, MN

    Job Description We are currently seeking a talented and driven professional to join our Transaction Group. The Financial Due Diligence Senior Associate 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 21d 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 Senior Associate Underwriter. Our Senior Associates 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 [insert line of business] 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 4d ago
  • Senior Associate, Risk Advisory Services

    BDO USA 4.8company rating

    Senior associate job in Minneapolis, MN

    The Assurance Senior, Risk Advisory Services is responsible for providing risk consulting and issues resolution to clients in the areas of contract compliance, SOX, internal audit business process improvement, information technology, and fraud investigations. In this role, the Assurance Senior, Risk Advisory Services will participate in all stages of a contract compliance, internal audit or consulting engagement and provide assistance with planning, field work, engagement wrap up and report composition, along with providing recommendations regarding client economic and legal risks. The Senior will also provide services including examinations for royalties, revenue-sharing, franchise fees, profit participation, production cost and merchandise licensing. Job Duties: Acts as primary contact for clients regarding basic questions and information Conducts informational interviews and facilitates meetings with clients during engagement process Obtains information, documents and data from clients to support the completion of analysis and research of client issues Documents and analyzes the client's processes, risks and controls with guidance and direction from senior Risk Advisory Services professionals Reviews client contracts and develops contract summaries, including key provisions and financial information based on type of contract Develops initial deliverables and/or solutions to client issues Dynamically reassess risk and communicate with senior Risk Advisory Services professionals and/or client as necessary Assists with the management of the engagement to ensure engagement metrics are achieved Utilizes research tools, databases and trade publications to develop understanding of client's industry Develops relationships with client personnel and management members Prepares formal and informal presentations for client meetings Partners with Risk Advisory Services leadership to complete research and draft proposals and reports, as necessary Implements project plans, maintains all documentation and work papers associated with client engagements Conducts risk assessment of assigned department or functional area in established / required timeline while oversees staff Establishes risk-based audit programs Determines scope of review in conjunction with the Engagement Manager Documents financial reporting cycles or internal audit area and identifies key controls Assesses internal control design and operational effectiveness Conducts audit testing of specified area and identifies reportable issues and dimension of risk Determines compliance with appropriate legislation and/or audit policies and procedures Communicates findings to senior management and drafts comprehensive report of audited area Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of Risk Advisory Services Associates on assigned engagements and reviews work product Ensures Risk Advisory Services Associates are trained on all relevant audit software and engagement processes and procedures Delivers periodic performance feedback and completes performance evaluations for Risk Advisory Services Associates Acts as mentor to Risk Advisory Services Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting or Finance, required Experience: Two (2) or more years of experience within a public accounting firm or industry environment performing internal audit, consulting or risk services, required Prior experience with internal controls including flowcharts, documentation and testing of controls, required Experience with Internal Audit and Sarbanes Oxley with a focus in entities wide risk assessment, required Experience performing contract compliance audit, specifically royalties and franchising agreements, required One (1) or more years of prior supervisory experience, preferred License/Certifications: CPA or CIA certification, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required Prior experience with various assurance applications and research tools, preferred Working knowledge of data analytics software such as IDEA or ACL, preferred Other Knowledge, Skills & Abilities: Solid understanding and experience planning and coordinating the stages to perform an audit Knowledge of internal accounting controls, professional standards and regulations and systems Strong verbal and written communication skills Ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Ability to successfully multi-task while working independently and within a group environment Superior analytical and diagnostic skills Capable of working in a demanding, deadline driven environment with a focus on details and accuracy Ability to adapt to rapidly changing environments successfully Solid organizational skills especially ability to meet project deadlines with a focus on details Capable of effective managing a team of professionals and delegating work assignments as needed Build and maintain strong relationships with client personnel Travel as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $85,000 - $100,000 Colorado Range: $85,000 - $100,000 Illinois Range: $85,000 - $100,000 Maryland Range: $85,000 - $100,000 Massachusetts Range: $85,000 - $100,000 Minnesota Range: $85,000 - $100,000 New Jersey Range: $85,000 - $100,000 NYC/Long Island/Westchester Range: $85,000 - $100,000 Washington Range: $85,000 - $100,000 Vermont Range: $85,000 - $100,000 Washington DC Range: $85,000 - $100,000
    $85k-100k yearly Auto-Apply 60d+ ago
  • Senior Associate, Valuation Management Data Reporting

    Situsamc

    Senior associate job in Saint Paul, MN

    SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! This role will be responsible for assisting with the reporting features of our proprietary Valuation Management System (VMS). The VMS manages the quarterly commercial valuation management process for SitusAMC's institutional consulting engagements. This role provides support to our Real Estate Valuation Services (REVS) division, which involves assisting in a wide range of activities, including translating stakeholder questions into reporting requirements, building out reporting metrics and filter criteria, writing clear report definitions and acceptance criteria, assisting with automated test cases, maintaining data dictionaries, and source-to-target mappings. This role will validate numbers against source systems, reconcile totals, perform edge-case testing and regression checks. Design and build of reporting features will be in Excel and/or via business intelligence dashboards. In addition, the role involves running requirements workshops, constructive discussions and explaining trade-offs in system decisions and communicating that to the business and IT side. This role will assist with the technology roadmap, ad-hoc tasks and set expectations on data availability and refresh cycles. Essential Job Functions: + Efficiently manage the reporting developments for Valuation Management System + Proactive monitoring and responding to incidents + Supervise workflow to produce on time deliveries + Help execute new reporting and fixing reporting through implementation of organizational and technical skills + Communication/coordinate with co-workers + Resolve non-compliant issues through verbal and written communication with client or other involved parties + Work independently on projects and also collaborate 'face to face' as a team player + Other activities as may be assigned by your manager Qualifications/ Requirements: + Bachelor's Degree - preferred fields of study include Data Analytics, Data Science, Real Estate, Finance or equivalent combination of education and experience + Experienced professional with 5+ years of industry and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent. + Experience in PowerBI and/or Tableau is required + MS Office Suite including Outlook, Excel, Power Point and Word; specifically advanced Excel skills are required + Experience with analyzing and understanding NCREIF data is a plus. + Working knowledge of SQL and basic understanding of Entity Relationship Diagrams (ERDs) + Intermediate understanding of Commercial Real Estate and Reporting + Excellent communication and teamwork skills + Ability to meet deadlines, self-motivated, and execute at a high level \#LI-REMOTE Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $70,000.00 - $95,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision (****************************************************************************************************** SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal (***********************************************************************************************
    $70k-95k yearly 35d ago
  • Senior Associate, Ordering

    Element Vehicle Management Services 4.8company rating

    Senior associate job in Minneapolis, MN

    Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a detail-oriented and customer service-oriented individual to join our team as the Senior Associate, Customer Support you will focus on identifying, evaluating, and acquiring new or used vehicles for a dealership or fleet. This involves building relationships with vendors, conducting market research, analyzing vehicle valuations, and negotiating purchase agreements. A Day in the Life Receive orders from clients Searches dealer inventory Reviews and sends quality offers to clients Manages workflow from order submission through delivery Provide consultative input regarding alternative vehicles and ordering methods for most effective and efficient delivery of complete vehicles (Turn-key with upfit complete) Arranges addition of upfitting throughout the order process & / or post-delivery. Provides insight and consultation on the status of dealership inventory Build and maintain relationships with vendors, and other key stakeholders. Provide support to licensing related inquiries where unusual documentation may be requested as well as in-flight support for transportation issue resolution Support departmental initiatives for best acquisition polices Provides full order resolution support in collaboration with Client Success for vehicles purchased from dealerships Internally referred to Senior Associate, Acquisitions ( Out of Stock-Non Upfit)* Basic Qualifications Must have a Highschool Diploma 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
    $49.1k-67.5k yearly Auto-Apply 6d ago
  • Senior Onboarding Associate - Financial Institutions

    Ameriprise Financial 4.5company rating

    Senior associate job in Minneapolis, MN

    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 1d ago
  • Senior Associate - CyberOps & Assurance (Incident Response)

    American Express 4.8company rating

    Senior associate job in Saint Paul, MN

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** American Express is on a mission to provide the world's best customer experience every day. Rooted in this vision is the work of the Technology Risk & Information Security organization, empowering the company to deliver superior service through trust, security, and safety. Our culture is centered around passion, curiosity, and courage, enabling you to innovate and evolve a Fortune 100 company. You can help us achieve this mission! Are you ready to protect one of the most admired brands from today's, and tomorrow's advanced threats? American Express seeks to recruit a passionate, and experienced security analyst for its security operations & incident response team. This is a hands-on, technical role performing incident response activity ranging from pre-incident (preparation), active incident, to post incident. You will be a key technical resource in conducting investigations, performing analysis, identifying TTPs, building the attack narrative, and taking response actions. You are a motivated professional that will assist with people, processes, and technology that empowers the team to investigate sophisticated threats. This role requires critical thinking, innovative problem solving, leading analysis, and effective communications. **Responsibilities** + Perform triage and analysis for cyber security events across multiple platforms using data across diverse sources (e.g., firewalls, EDR, IDS/IPS, identity, application logs). + Recognize attacker tactics, techniques, and procedures as well as Indicators of Compromise (IOCs) / Indicators of Attack (IOAs) that can be applied to current and future investigations. + Investigate and respond to cyber security incidents, supporting all stages of the incident lifecycle including identification, containment, eradication, and recovery efforts. + Contribute to team projects, process improvement, and development of new capabilities. + Curate a world class security operations and incident response team with a relentless focus on innovation and continuous improvement. + Assess and develop incident response best practices to help mature the overall security operations of the organization. + Make recommendations for improving enterprise risk posture based on individual research and technical expertise. + Stay current on industry trends, attack techniques, mitigation techniques, and security technologies. + Produce high-quality written and verbal reports, recommendations, and actions. **Minimum Qualifications** + 1-3 years of experience in information security + Solid foundation of network and application protocols and concepts (tcp, ip, dns, http, dhcp, etc). + Experience with various network and/or host-based security tools to detect and respond to security events. + Experience with log analysis using SIEM/SOAR platforms. + Theoretical and practical security knowledge and investigation experience with Mac, Linux, and Windows operating systems, as well as cloud environments. + Theoretical and practical knowledge in Incident Response lifecycles + Strong analytical, documentation, and communication skills. + Applicable certifications such as Security , CySA , GSEC, GCIH, GCIA, CEH, CISSP **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Security **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023610
    $89.3k-150.3k yearly 7d ago
  • Employee Benefits and Executive Compensation, Senior Associate

    Hogan Lovells

    Senior associate job in Washington, MN

    Hogan Lovells is seeking a highly qualified senior associate to join its vibrant and collaborative Executive Compensation & Employee Benefits Practice Group in either its New York, Washington, DC, or Silicon Valley offices. The candidate must have significant experience in executive compensation and benefits matters related to M&A transactions. The candidate should be able to design and give advice on all forms of equity compensation and should be well-versed in the securities disclosure rules pertaining to executive compensation. The ideal candidate is a self-starter who is comfortable handling multiple matters at once in a fast-paced environment and who can independently run deals with minimal partner supervision. A resume or CV is a must for our application system. We also encourage you to include a cover letter to tell us why you are interested in this position and a law school transcript (or the equivalent). Candidates for lawyer opportunities in the U.S. must have a law degree from an ABA-accredited law school and be a member of the Bar in the United States. 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 Sanctions Associate

    Coinbase 4.2company rating

    Senior associate job in Saint Paul, MN

    Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. This role is for a Senior Sanctions Associate within Enterprise Compliance. The Coinbase Sanctions Advisory team is responsible for identifying and managing sanctions risks across Coinbase. This role will involve detecting, controlling, and mitigating sanctions risks across Coinbase globally. *What you'll be doing (ie. job duties):* * Serve as an enterprise-wide advisor for sanctions related risks to the company, educating the business and helping various first line divisions to design effective sanctions controls and/or remediate any potential control weaknesses * Stay abreast of relevant regulatory changes or new regulatory requirements relevant to sanctions compliance to ensure timely implementation. * Engage in cross-functional collaboration on emerging sanctions regulations. * Serve as an escalation point for complex sanctions issues. * Other duties and responsibilities as required or assigned. *What we look for in you (ie. job requirements):* * 5+ years of experience advising on US, EU, and/or UK sanctions laws and regulations. * Proficient in the crypto economy and proven experience in at least one blockchain analytics platform. * Experience in analyzing sanctions implications for complex business issues and transactions. * A well-organized self-starter who is able to constantly learn and work autonomously. * Interest in supporting the development of innovative products/services in cryptocurrency industry * Excellent writing, research, analytical, and communication skills *Nice to haves:* * Experience working at a cryptocurrency exchange or other crypto project/company. * Proven experience in multiple blockchain analytics platforms. * Proficient in Spanish. Job #: P72953 \#LI-Remote *Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)). Pay Range: $117,385-$138,100 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations*********************************** *Global Data Privacy Notice for Job Candidates and Applicants* Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required. *AI Disclosure* For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. *The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
    $117.4k-138.1k yearly 60d+ ago
  • Financial Due Diligence Senior Associate

    Boulay 3.6company rating

    Senior associate job in Minneapolis, MN

    We are currently seeking a talented and driven professional to join our Transaction Group. The Financial Due Diligence Senior Associate 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 Private Equity Real Estate

    Thrivent Financial 4.4company rating

    Senior associate job in Minneapolis, MN

    We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. Job Summary The Senior Associate in private equity real estate (PERE) is a key member of the PERE team, responsible for supporting the underwriting, structuring, execution, and monitoring of commercial real estate investments across asset classes and geographies. The role is highly analytical and offers exposure to portfolio monitoring and reporting, investment underwriting, and due diligence, while working closely with investment professionals at all levels. This role leads analytical work for the team, with a focus on portfolio modeling, market analysis, and supporting the risk management process through execution. In general, the position supports the PERE senior analyst(s) and managing director. This position's responsibilities overlap with the Associate role but with more self-direction and project ownership. Job Responsibilities and Duties Independently monitor or provide oversight to associate in monitoring the performance of existing investments, track funds, and underlying property metrics, and developing strategies for portfolio optimization. Independently monitor or provide oversight to associate in monitoring financial (Excel and Argus) modeling for both current portfolio and new deal activity. With minimal oversight, research markets and submarkets, real estate sectors, and real estate fund opportunities. Update ongoing asset models and dashboards, comparing actual performance to underwriting. Underwrite private real estate equity fund investments as member of the deal team. Assist in preparing clear, well-organized investment committee materials and presentations that summarize business plans, key assumptions, risks and return profiles. Participate and collaborate in making investment recommendations and decisions. Participate in managing general partner relationships and sourcing new opportunities. Lead special projects. Job Qualifications Required: Minimum of bachelor's degree in finance, real estate, economics, accounting, or a related field, with strong academic performance Four or more years of relevant experience in commercial real estate, investment banking, lending, or consulting. Demonstrated understanding of real estate markets, valuation, and transaction processes. Advanced Excel skills and strong real estate financial modeling capabilities; experience with Argus and major real estate data platforms preferred. Strong analytical and quantitative skills, high attention to detail, and ability to manage multiple projects under tight deadlines. Clear written and verbal communication skills and comfort preparing materials for senior investment professionals and investors. Proactive, self-directed team player with high integrity. Preferred: Master's degree in real estate, finance or economics preferred. Additional Information This position requires you to work on-site in Minneapolis, MN. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $120,467.00 - $162,984.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $120.5k-163k yearly Auto-Apply 49d ago
  • Senior Associate, Ordering

    Element Fleet Management Corp 4.8company rating

    Senior associate job in Minneapolis, MN

    Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a detail-oriented and customer service-oriented individual to join our team as the Senior Associate, Customer Support you will focus on identifying, evaluating, and acquiring new or used vehicles for a dealership or fleet. This involves building relationships with vendors, conducting market research, analyzing vehicle valuations, and negotiating purchase agreements. A Day in the Life * Receive orders from clients * Searches dealer inventory * Reviews and sends quality offers to clients * Manages workflow from order submission through delivery * Provide consultative input regarding alternative vehicles and ordering methods for most effective and efficient delivery of complete vehicles (Turn-key with upfit complete) * Arranges addition of upfitting throughout the order process & / or post-delivery. * Provides insight and consultation on the status of dealership inventory * Build and maintain relationships with vendors, and other key stakeholders. * Provide support to licensing related inquiries where unusual documentation may be requested as well as in-flight support for transportation issue resolution * Support departmental initiatives for best acquisition polices * Provides full order resolution support in collaboration with Client Success for vehicles purchased from dealerships * Internally referred to Senior Associate, Acquisitions ( Out of Stock-Non Upfit)* Basic Qualifications * Must have a Highschool Diploma * Ability to work effectively in a business environment characterized by complexity, ambiguity, and rapid change. * Microsoft office suite proficiency * Demonstrate strong communication skills * Demonstrate and ability to manage multiple simultaneous projects in an organized fashion. * Excellent interpersonal communication, change management and presentation skills (written and verbal) at all levels. * Proven problem-solving skills with an analytical and inquisitive approach Preferred Qualifications * Bachelor's degree, preferred or three to five years related experience, or equivalent industry experience * Fleet or mechanical experience( with upfit) preferred * Strong industry knowledge and familiarity with current state restrictions/laws pertaining to leased vehicles Location- Hopkins, MN The hiring base salary range for this position is $49,100 to $67,500 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. What's in it for You * A culture of innovation, empowerment, decision-making, and accountability * Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness * Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. 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
    $49.1k-67.5k yearly Auto-Apply 41d ago
  • Senior Associate - Advanced Analytics and Artificial Intelligence (AI)

    RSM 4.4company rating

    Senior associate job in Washington, MN

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. As a Senior Associate in RSM's Advanced Analytics and AI Consulting practice, you will help clients transform their businesses through the power of data, machine learning, and AI. You'll work as part of a multidisciplinary team delivering end-to-end AI and analytics solutions, spanning data integration, modeling, visualization, and applied AI use cases. This is a client-facing, technical consulting role that offers the opportunity to build hands-on expertise with modern cloud data and AI technologies while helping shape the next generation of intelligent business solutions. The ideal candidate combines technical skill, curiosity, and a consulting mindset, able to bridge data science with business outcomes. Key Responsibilities You will collaborate closely with RSM's Advanced Analytics and AI Consulting team to: * Design, develop, and implement machine learning and AI models using Python, R, Azure Machine Learning, and Azure AI Services. * Support Generative AI and AI Agent projects, contributing to prompt design, data preparation, and model evaluation. * Conduct exploratory data analysis and build features to support model training and business insights. * Translate business requirements into technical specifications, ensuring alignment with data and AI solution design. * Develop data pipelines and analytics solutions using Microsoft Fabric, Azure Data Factory, Azure Data Lake, and Synapse. * Build and maintain data visualizations and dashboards (e.g., Power BI) to communicate results effectively. * Contribute to project documentation, quality assurance, and testing, ensuring accuracy and scalability of deliverables. * Work collaboratively across teams, including Data Engineering, Digital Services, and Advisory, to deliver holistic client outcomes. Basic Qualifications * Bachelor's or Master's degree in Data Science, Computer Science, Information Systems, Engineering, Mathematics, Statistics, or related field. * 3+ years of professional experience in data analytics, machine learning, or business intelligence solution development. * Strong proficiency in Python and/or R for data manipulation, modeling, and analysis. * Demonstrated experience with data visualization and business intelligence tools (Power BI preferred). * Familiarity with Azure cloud data services such as Fabric, Data Factory, Synapse, Data Lake, and Analysis Services. * Working knowledge of SQL and data integration processes. * Excellent communication, teamwork, and problem-solving skills. * Ability to work independently in a fast-paced, collaborative consulting environment. * Passion for using AI and advanced analytics to solve real business problems. Preferred Qualifications * Experience with Azure Machine Learning, Azure AI Foundry, or Azure OpenAI Service. * Experience with Copilot Studio. * Exposure to LLMs, prompt engineering, or retrieval-augmented generation (RAG) patterns. * Experience with data modeling and modern data architectures. * Familiarity with MLOps, model evaluation, or model monitoring. * Experience working in cross-functional consulting teams or client-facing projects. 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: $88,900 - $168,300 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $88.9k-168.3k yearly Easy Apply 8d ago
  • Assurance Manager, EBP

    BDO USA 4.8company rating

    Senior associate job in Minneapolis, MN

    The Assurance Manager will be responsible for supervising, directing and reviewing the results through the delegation of tasks throughout the planning, field work and “wrap-up” stages of an Audit client engagement. In this role, the Assurance Manager will be charged with marketing, networking and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing and assessing various financial reporting control systems. Job Duties: Control Environment Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures Applies a broad understanding of objectives and components of the overall control environment and organization, and supervisory controls Validates and assesses effectiveness of internal control over financial reporting Understands the unique internal control structure of employee benefit plans, including the reading, evaluation, and application of SOC 1 Reports Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures Identifies and delegates functions of the audit to the auditor in charge as deemed appropriate Supervises the work of audit team and review workpapers and conclusions preferably onsite during audit field work Provides on-the-job-training to the engagement staff during audit field work GAAP Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles Identifies and consults with clients on the impact of new accounting pronouncements Monitors and communicates important professional, industry pronouncements Presents and discusses alternative generally accepted accounting principles and arguments for/against such alternatives Drafts complex financial statements and related footnote disclosures and effectively communicates these to client Identifies complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed GAAS Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; documents and communicates an understanding and application of professional standards on an engagement Applies a thorough knowledge of professional standards/practices, including GAAS in performing and supervising work Provides guidance to others and affirms conclusions made by others Communicates matters required to be reported to the Audit Committee/Board and those charged with governance Applies the use of efficiency tools such as statistical sampling, etc. Methodology Applies knowledge and application of BDO standards that guide effective and efficient delivery of quality services and products Conducts detailed review to assure audit is completed in accordance with assurance manual standards Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness Recommends appropriate outcomes to critical issues Initiates and prepares client acceptance/retention procedures where appropriate Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines. Executes proper BDO methodology including but not limited to proper archiving procedures Research Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information Defines methodology to conduct research projects and completes in a timely manner Applies comprehensive knowledge of all appropriate research tools and draws conclusions based upon appropriate research Prepares memo supporting research/conclusions and consults with others if appropriate Presents issues to RTD or concurring reviewer effectively and accurately Other duties as required Supervisory Responsibilities Oversees the work of Associates and Senior Associates on all projects Reviews work prepared by Associates and Senior Associates and provides review comments Acts as a Career Advisor to Associates and Senior Associates Schedules and manages workload of Associates and Senior Associates Provides verbal and written performance feedback to Associates and Senior Associates Teaches/coaches Seniors and Associates to provide on the job learning Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, required MBA/Master's degree in Accountancy, preferred Experience: Five (5) or more years prior work experience in public accounting, required Three (3) years of supervisory experience, required Prior work experience relating to employee benefit plans within the last three (3) years, required License/Certifications: Licensed CPA or international equivalent, required Software: Experience in the use of various assurance applications and research tools as is appropriate for this level, required Microsoft Office Products, including Windows, Word, Excel, and PowerPoint, required Language: N/A Other Knowledge, Skills & Abilities: Sound GAAP and GAAS knowledge Knowledge of SEC and PCAOB reporting rules Possess proven solid verbal and written communication skills Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients Possess client development/relationship-building skills Possess solid decision-making skills Able to resolve complex accounting issues Able to be responsible for business development and marketing Able to be responsible for engagement profitability including billings and collections ERISA: Knowledge of the Department of Labor rules and regulations for reporting and disclosure for qualified retirement and health and welfare benefit plans 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. NYC/Long Island/Westchester Range: $110,000 - $150,000
    $110k-150k yearly Auto-Apply 35d ago
  • Valuation Services Senior Associate - Complex Financial Instruments

    RSM 4.4company rating

    Senior associate job in Washington, MN

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. The Complex Financial Instrument (CFI) Valuation Advisory Services Senior Associate serves as a key member of RSM Valuation Services Consulting team taking substantial responsibility in performing multiple business valuation and financial advisory engagements simultaneously. We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to portfolio valuation, financial analysis, business and financial modeling and forecasting, and valuations. The Complex Financial Instrument (CFI) Valuation Advisory Services Senior Associate will focus on valuations of complex financial instruments and derivatives, including, convertible instruments, embedded derivatives, earn-outs, incremental borrowing rates, stock compensation, interest rate derivatives, common and preferred stock and other securities along with private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs. Basic Qualifications: * Bachelor's Degree in a Finance or Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred, or related area of study preferred; CFA/MBA or other Master's a plus * 2 - 5 years of relevant experience, including financial analysis, modeling and valuation experience * Proficiency in MS Office * Mentor, coach and train staff * Ability to prepare detailed financial models in MS Excel and compose technical reports * Experience in Monte Carlo programs required (@risk, Crystal Ball, etc.), Lattice models required, coding preferred (MatLab, R, Python, VBA, etc.), etc. * Excellent verbal and written communication skills * Ability to work independently in an entrepreneurial work environment * Ability to travel as needed or requested Preferred Qualifications: * Experience working on the valuation team of a global public accounting or consulting firm or similar industry experience * Demonstrated ability to work independently, interface with client management, gather facts, organize data, analyze financial statements and other financial data, identify relevant issues and propose solutions * Considerable experience preferred with valuation techniques and methodologies within a business valuation firm or practice in one of more of the following areas: discounted cash flow, market-based approaches, option pricing models, Monte Carlo and binomial models, derivatives, * Strong project management skills including the ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent 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: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $85.1k-161.7k yearly Easy Apply 12d ago

Learn more about senior associate jobs

How much does a senior associate earn in Eden Prairie, MN?

The average senior associate in Eden Prairie, MN earns between $60,000 and $126,000 annually. This compares to the national average senior associate range of $56,000 to $121,000.

Average senior associate salary in Eden Prairie, MN

$87,000

What are the biggest employers of Senior Associates in Eden Prairie, MN?

The biggest employers of Senior Associates in Eden Prairie, MN are:
  1. Cargill
  2. Black & Veatch
  3. ABDO
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