Senior Associate - TAS
Senior associate job in Dallas, TX
IDR is seeking a Transaction Advisory Senior Associate to join one of our top clients for a remote. This role is within a prominent financial advisory firm specializing in mergers and acquisitions, providing critical support through various stages of transaction processes. The position offers a dynamic and fast-paced work environment with opportunities for professional growth.
Position Overview for the Transaction Advisory Senior Associate:
Assist clients with pre-close readiness, diligence, transaction execution, and integration services
Collaborate with national M&A advisory professionals to deliver buy-side and sell-side diligence services
Support project teams with comprehensive financial, technological, and operational assessments
Contribute to high-profile mergers and acquisitions transactions for corporate and private equity clients
Requirements for the Transaction Advisory Senior Associate:
4+ years experience in an Transaction Advisory practice supporting FDD team
Excellent verbal and written communication skills
Proficient with Microsoft Excel and Microsoft PowerPoint
Bachelor's degree (ideally with a major in Accounting or Finance)
What's in it for you?
Competitive compensation package
Full Benefits; Medical, Vision, Dental, and more!
Opportunity to get in with an industry leading organization.
Why IDR?
25+ Years of Proven Industry Experience in 4 major markets
Employee Stock Ownership Program
Dedicated Engagement Manager who is committed to you and your success.
Medical, Dental, Vision, and Life Insurance
ClearlyRated's Best of Staffing Client and Talent Award winner 12 years in a row.
Compliance Data Analytics - Senior Associate
Senior associate job in Dallas, TX
Compliance Data Analytics - Senior AssociateCountry: United States of America
Your Journey Starts Here:
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Sr. Associate is responsible for the strategic development of metrics and analytics that the Company utilizes to identify potential hazardous transactions. The incumbent will assist in the management of all risk data used across the Finance Intelligence Unit.
Prepares and delivers statistical analysis in support of risk related projects and initiatives.
Serves as a subject matter expert in data management, data analysis, and research functions for Risk.
Provides guidance and direction to less experienced data analysts on data analysis and maintenance of data infrastructure.
Develops and/or significantly improves quantitative models and metrics to deliver prompt alerts when a risk arises.
Manages data mining activities and large data extracts to support special projects and large risk/fraud investigations.
Improves data mining, analytics and data extracts across risk databases using various data mining tools.
Performs data mining, data quality, and other business analysis that the company uses to identify potential hazardous transactions.
Collaborates with complex business units and provides compliance risk expertise and consulting for projects and initiatives with high risk to identify and mitigate regulatory risk.
Consults with business to develop corrective action plans and effectively manage change to ensure regulatory compliance.
Serves as a subject matter expert on risk/fraud policy and procedures to the business; provides direction and guidance to employees on appropriate remediation action for high risk accounts.
Develops models, metrics, and controls that the company utilizes to identify potential hazardous transactions.
Continuously evaluates operational/production analytics and systems; recommends changes to improve processes and create efficiencies
Creates documentation from results of the quantitative analysis for all high risk models.
Provides regulatory guidance as needed.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent quantitative field. - Required.
Master's Degree Finance, Economics, Management Information Systems, Statistics or equivalent quantitative field. - Preferred.
9+ Years Risk analysis / aggregated data analysis - Required.
9+ Years Financial Services industry experience. - Preferred.
Technical expertise regarding risk data modeling, database design development, data mining, and segmentation techniques.
Demonstrated subject matter expertise in quantitative modeling. statistical analysis, and quantitative theory.
Demonstrated experience with large databases and database design.
Advanced knowledge of modeling techniques, statistical analysis techniques and tools, and various database architectures.
Advanced knowledge of statistics and numerical techniques.
Advanced knowledge of statistical applications within Financial Services to interpret data requests and identify data analytics opportunities.
Advanced knowledge and experience using statistical packages for analyzing data sets (Excel, Access, SPSS).
Ability to lead, influence and direct peers, subordinates and management.
Ability to make effective decision making on complex matters.
Ability to exercise stakeholder confidentiality and discretionary judgment.
Ability to adjust to new developments/changing circumstances.
Ability to interact with senior level management; experience interfacing with multiple levels of the organizational structure.
Ability to maintain and report on confidential information in an appropriate manner.
Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
Strong project management skills.
Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding.
Excellent written and oral communication skills.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$90,000.00 USD
Maximum:
$165,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Primary Location: Dallas, TX, Dallas
Other Locations: Texas-Dallas
Organization: Santander Holdings USA, Inc.
Auto-ApplyCompliance Data Analytics - Senior Associate
Senior associate job in Dallas, TX
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Sr. Associate is responsible for the strategic development of metrics and analytics that the Company utilizes to identify potential hazardous transactions. The incumbent will assist in the management of all risk data used across the Finance Intelligence Unit.
* Prepares and delivers statistical analysis in support of risk related projects and initiatives.
* Serves as a subject matter expert in data management, data analysis, and research functions for Risk.
* Provides guidance and direction to less experienced data analysts on data analysis and maintenance of data infrastructure.
* Develops and/or significantly improves quantitative models and metrics to deliver prompt alerts when a risk arises.
* Manages data mining activities and large data extracts to support special projects and large risk/fraud investigations.
* Improves data mining, analytics and data extracts across risk databases using various data mining tools.
* Performs data mining, data quality, and other business analysis that the company uses to identify potential hazardous transactions.
* Collaborates with complex business units and provides compliance risk expertise and consulting for projects and initiatives with high risk to identify and mitigate regulatory risk.
* Consults with business to develop corrective action plans and effectively manage change to ensure regulatory compliance.
* Serves as a subject matter expert on risk/fraud policy and procedures to the business; provides direction and guidance to employees on appropriate remediation action for high risk accounts.
* Develops models, metrics, and controls that the company utilizes to identify potential hazardous transactions.
* Continuously evaluates operational/production analytics and systems; recommends changes to improve processes and create efficiencies
* Creates documentation from results of the quantitative analysis for all high risk models.
* Provides regulatory guidance as needed.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent quantitative field. - Required.
Master's Degree Finance, Economics, Management Information Systems, Statistics or equivalent quantitative field. - Preferred.
9+ Years Risk analysis / aggregated data analysis - Required.
9+ Years Financial Services industry experience. - Preferred.
* Technical expertise regarding risk data modeling, database design development, data mining, and segmentation techniques.
* Demonstrated subject matter expertise in quantitative modeling. statistical analysis, and quantitative theory.
* Demonstrated experience with large databases and database design.
* Advanced knowledge of modeling techniques, statistical analysis techniques and tools, and various database architectures.
* Advanced knowledge of statistics and numerical techniques.
* Advanced knowledge of statistical applications within Financial Services to interpret data requests and identify data analytics opportunities.
* Advanced knowledge and experience using statistical packages for analyzing data sets (Excel, Access, SPSS).
* Ability to lead, influence and direct peers, subordinates and management.
* Ability to make effective decision making on complex matters.
* Ability to exercise stakeholder confidentiality and discretionary judgment.
* Ability to adjust to new developments/changing circumstances.
* Ability to interact with senior level management; experience interfacing with multiple levels of the organizational structure.
* Ability to maintain and report on confidential information in an appropriate manner.
* Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
* Strong project management skills.
* Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding.
* Excellent written and oral communication skills.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$90,000.00 USD
Maximum:
$165,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Auto-Apply(Senior/Associate) Growth Architect, United States - BCG X
Senior associate job in Dallas, TX
Locations: Boston | Chicago | Pittsburgh | Washington | New York | Brooklyn | Miami | Dallas | San Francisco | Seattle | Los Angeles | Manhattan Beach Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact.
To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive.
We Are BCG X
We're a diverse team of more than 3,000 tech experts united by a drive to make a difference. Working across industries and disciplines, we combine our experience and expertise to tackle the biggest challenges faced by society today. We go beyond what was once thought possible, creating new and innovative solutions to the world's most complex problems. Leveraging BCG's global network and partnerships with leading organizations, BCG X provides a stable ecosystem for talent to build game-changing businesses, products, and services from the ground up, all while growing their career. Together, we strive to create solutions that will positively impact the lives of millions.
What You'll Do
Growth Architects are responsible for incubating growth thinking into our ventures at every stage, from ideation to customer adoption. They continuously seek to evolve the industry standard for growth marketing best practices, rapidly inventing transformative new strategies to validate, launch, and scale ventures. Their work spans across product, marketing, and technology, and they drive successful growth by leveraging the symbiotic relationship that exists between them. Through a hypothesis-driven, rapid test and learn approach, they strategize, implement, and execute go-to-market activities that ensure best in class customer acquisition, engagement and retention.
* Be responsible for input on growth strategy, execution, and optimization for one of our digital businesses
* Provide input into multi-channel growth strategy based on product needs
* Define, execute, analyze, and optimize A/B and multi-variant tests
* Work with the growth team to implement market viability tests
* Prepare growth strategy documents, frameworks, and guidelines for internal and external use
* Convert insights into action- see customer acquisition process through from ideation to execution
* Define and validate core KPIs, such as cost per metrics, retention, ROI and LTV to drive the business
* Be agile and iterative in your approach, and relentless in your search for the next unexploited growth opportunity
What You'll Bring
* 2-4+ years of professional experience in industry, consulting, or agency
* Willingness to travel as needed
* Hands on experience with paid media tools like Facebook Power Editor and Google AdWords
* Experience with analytics tools like Google Analytics, Mix Panel, and AppsFlyer
* A proven track record of personal success and ambitious undertakings
* A passion for building, bringing to market, and scaling digital products and services
* Entrepreneurial spirit to help us shape our growth initiatives and company
* Ability to think strategically and creatively: analyze, synthesize, recommend and take actions
* Previous marketing or user acquisition and growth experience proliferating consumer facing digital products and
* services
* Expert communication, presentation, and material preparation skills required
* A passion for growth marketing and driving customer adoption
* Previous experience at a professional consulting company highly desired
* Familiarity with the following techniques: SEO/ASO, SEM, DSPs, social, paid, and community/influencer
* development, word of mouth, email marketing, push notifications, traditional, mobile native and web,
* programmatic display, etc.
* Bachelor's or Master's degree in marketing, business, or a related field.
Please note: any degree programs (including part-time) must be completed before starting at BCG.
Additional info
You must live within a reasonable commuting distance of your home office. As a member of that office, it is expected you will be in the office as directed. This role puts you on an accelerated path of personal and professional growth and development and so, at times, requires extended working hours. Our work often requires travel to client sites.
FOR U.S. APPLICANTS: Boston Consulting Company ("BCG") is an Equal Opportunity/Affirmative Action employer. All qualified applicants will be considered for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.
The first-year base compensation for this role is:
Growth Architect: $110,000 - $145,000 USD
Senior Growth Architect: $157,000 - $190,000 USD
In addition to your base salary, you will also be eligible for an annual discretionary performance bonus and BCG's Profit Sharing and Retirement Fund (PSRF) contribution. BCG also provides a market leading benefits package described below.
At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees - and their eligible family members. * That's zero dollars in premiums taken from employee paychecks. All our plans provide best in class coverage:
* Zero-dollar ($0) health insurance premiums for BCG employees, spouses, and children
* Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs
* Dental coverage, including up to $5,000 in orthodontia benefits
* Vision insurance with coverage for both glasses and contact lenses annually
* Reimbursement for gym memberships and other fitness activities
* Fully vested Profit-Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan
* Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement
* Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month)
* Paid sick time on an as needed basis
* Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.
#BCGXjob
Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws.
BCG is an E - Verify Employer. Click here for more information on E-Verify.
Senior Associate Attorney
Senior associate job in Richardson, TX
Who we are: BAL is a team of brilliant people who change lives through elite immigration work and collaborative innovation. We pursue the exceptional in all that we do, but never at the expense of our values. There's no denying our work is demanding, both in volume and pace, but we're up for the challenge. We love the balance of hard work and fun - so, you'll see us in jeans as we shatter glass ceilings and conventional stereotypes. BAL employees feel valued, rewarded, and respected. We seek opportunities to be of service to others and our communities. We are committed to your growth and development and want to set you up for success here at BAL and beyond.
Who you are: You are looking for work that has a purpose. You aren't afraid to roll up your sleeves and get stuff done. You learn quickly. You move fast. You embrace challenge and detail as well as creative thinking. You believe you have something unique to contribute and you aren't afraid to raise your hand. You understand that powering human achievement is ultimately about impacting a real person. You are looking for a place to grow and an environment where everyone has a spot and is genuinely welcome.
We're better together: A bright, driven person like you and an industry-leading powerhouse like BAL? It's a perfect combination! We truly want to see you succeed here and become an integral part of our mission to provide an experience that makes a positive difference in people's lives. Come be a part of something special, where you can have an impact and be valued just for being you!
In addition to competitive pay, a discretionary annual bonus, and a supportive, team-oriented culture, we offer an outstanding benefits package that includes medical, dental, vision, disability, and life insurance, sick time, unlimited vacation, and 401(k) with company match.
OVERVIEW:
Join our dynamic team as a Senior Associate in a prestigious corporate immigration law firm, reporting directly to esteemed Income or Equity Partners. As a Senior Associate, you'll spearhead client management and handle intricate immigration cases. This role involves overseeing a team of legal professionals, including attorneys and paralegals, to ensure exceptional case preparation and submission.
PRIMARY RESPONSIBILITIES:
Advocate for clients in various business immigration law matters, handling complex cases with finesse.
Represent the firm at client sites, presenting at meetings, and fostering robust client relationships.
Maintain consistent, high-level communication with our diverse client base.
Supervise and lead a team, allocating case work, providing training, and ensuring impeccable accuracy in all assignments.
Collaborate with fellow attorneys, sharing insights and updates within the realm of business immigration law.
Offer valuable input into attorney-related policies and procedures, contributing to law practice projects.
Address and support the evolving needs of the practice, providing partnership assistance where necessary.
Play a pivotal role in hiring and performance reviews for associates and paralegals.
Lead initiatives to uphold and enhance the quality and uniformity of legal work across the firm.
QUALIFICATIONS:
A proven track record with a minimum of 5+ years as a corporate immigration attorney.
Exceptional proficiency in English communication (secondary languages a plus) - both written and oral.
Proficient in utilizing various computer tools and software.
A J.D. degree and licensure to practice law in the U.S.
WORKING CONDITIONS:
Able to sit and work at a computer keyboard for extended periods of time.
Able to stoop, kneel, bend at the waist and reach daily.
Able to perform general office administrative activities: copying, filing, delivering and using the telephone.
Able to lift and move up to 25 pounds occasionally.
Regular and on-time attendance.
Must be able to prioritize, schedule, and complete testing required for multiple applications with overlapping schedules.
A certain degree of creativity and flexibility is required.
Hours may exceed 40 hours per week.
Occasional travel by conventional means including aircraft, motor vehicle and the like within the region and to other locations as required.
In accordance with Washington D.C.'s Wage Transparency Law, the expected salary range for this position is between $176,800 and $187,900.
Actual pay will be adjusted based on experience, geographic location, and other job-related factors as permitted by law.
In addition to competitive pay, a discretionary annual bonus, and a supportive, team-oriented culture, we offer an outstanding benefits package that includes medical, dental, vision, disability, and life insurance, sick time, unlimited vacation, and 401(k) with company match.
Note: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required and are not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job.
Berry Appleman & Leiden is an Equal Opportunity Employer. It is the policy of BAL to ensure an equal employment opportunity without discrimination or harassment on the basis of race, color, national origin, religion, gender, gender identity or expression, age, disability, alienage or citizenship status, marital status, creed, genetic predisposition or carrier status, sexual orientation or any other characteristic protected by law. BAL prohibits and will not tolerate any such discrimination or harassment.
BAL does not accept unsolicited resumes from recruiters or employment agencies. BAL is under no obligation to pay any referral compensation or recruiter fee in the absence of a current executed Recruitment Services Agreement. In the event a recruiter or agency submits an unsolicited resume or candidate without an agreement, BAL reserves the right to pursue and hire said candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of BAL. If your agency would like to be considered as a potential recruiting partner, please forward your contact information to *******************.
Easy ApplyEY-Parthenon - Corporate Finance - Business Valuation - Senior Associate - Dallas, TX
Senior associate job in Dallas, TX
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY-Parthenon - Corporate Finance - Business Valuation - Senior Associate
EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity.
With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence.
The opportunity
EY has an established industry leading Valuation, Modeling and Economics Practice. We advise our clients in address their strategic planning, regulatory compliance, financial reporting, tax and fair market value documentation needs. You have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning. That's how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities.
Your key responsibilities
As a Senior Associate with EY-Parthenon's Corporate Finance Business Valuation practice you're likely to spend your day to day working on commercial issues, working with management on parts of the acquisition process and regularly undertake valuations for strategic priorities, with a focus on Intangible Assets.
Skills and attributes for success
Commercial - as part of the team you will regularly advise businesses on valuations issues with regards to acquisition or divestitures and provide fairness opinions on transactions and restructurings.
Regulatory and Accounting - you will work with management as part of an acquisition process to understand how the value of acquired intangible and financial assets will impact accounting requirements.
Taxation - you will regularly undertake valuations for fiscal purposes in the US market and advise clients on all aspects of US tax valuation issues.
Intangible Assets - within the team you would specialize in the valuation of Intangible assets such as trademarks, brand names, core deposit intangibles, customer relationships, banking and other licenses, patents, technology and know-how.
To qualify for the role, you must have
A bachelor's degree in finance, economics, accounting or business and at least 2 years of related business valuation work experience; or a graduate degree and at least 1-2 years of related work experience.
Previous Business Valuation experience.
Financial modeling skills including experience building models from scratch.
Demonstrated record of solving complex problems and completing challenging projects.
The ability and willingness to travel and work in excess of standard hours when necessary.
Ideally, you'll also have
Previous valuation experience in professional services/Big 4 Firm.
Financial modeling experience.
Achievement of or significant progress towards a CFA.
ASA/AM designations are a plus with the expectation of one completed designation within a given timeframe.
Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.
What we look for
We are looking for candidates who are highly motivated, analytical, logical thinkers with a passion for valuations and have a very strong attention to detail. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our client's goals.
What we offer you
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $95,200 to $157,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $114,200 to $178,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.
NAV Sr. Associate
Senior associate job in Dallas, TX
At HedgeServ, we're redefining what's possible in fund administration. With more than $700 billion in assets under administration, we partner with the world's most forward-thinking investment managers - across private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech-enabled solutions that drive performance.
Our proprietary platform, enhanced by machine learning and robotic process automation, gives clients real-time insights and unmatched control over their operations. Alongside our technology, we offer award-winning service through our team-based approach -- led by a deeply experienced team of industry experts. Our solutions span the full investment lifecycle, including fund accounting, middle office, risk, compliance, tax, and investor services.
We're a future-focused company, empowering our people through a robust career development framework, clear career trajectories with structured learning paths, training, and progression plans. We invest in leadership development and in our collaborative culture, creating space for talent to grow. Our corporate values - Relationships, Support, Innovation, and Expertise - create a sense of shared purpose and belonging, and we recognize our employees sit at the core of our success. We continue to innovate and evolve through our employees, working together to achieve our shared vision and mission.
HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and fully paid comprehensive health and well-being benefits. We've been recognized as an employer of choice, earning a top 100 workplaces designation.
Founded in 2008, HedgeServ has grown into a global organization with over 2,000 experts across the globe, with offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, the Philippines, and Australia. We've earned numerous accolades, including Top Overall Administrator, along with #1 rankings for providing alternative asset services in Accounting, Technology, Client Service, Investor Services, Alternative Fund Expertise, Reporting, and Regulatory Expertise.
Job Description
As a Fund Accountant in our NAV (Net Asset Value) department, you will be responsible for the execution of challenging tasks, within the guidelines and procedures provided by HedgeServ and under the supportive supervision and guidance of a Fund Accounting Supervisor and Fund Accounting Manager. Integral to your role, is the reconciliation, trade capture, processing of corporate actions and pricing. You will be required to perform these core tasks accurately and in a timely and efficient manner. Every Fund Accountant will receive induction training tailored to key topics related to your role. In addition, there will be client-focused, technical on-the-job training, throughout the course of the graduate program.
Please note, this role will be hybrid in Dallas, TX. Visa sponsorship will not be offered at this time.
Role Responsibilities
The preparation of Cash and Positions Reconciliations
Preparation and processing of income and expense accruals
Verification and processing of corporate actions
Assist in the audit process and financial statement preparation if required
Establish and maintain good relationships with internal service departments and clients
Attend and participate in team meetings
Ensure that HedgeServ's client focused ethos is maintained on a daily basis
Pre-Requisite Knowledge, Skills, and Experience
Accounting, Economics, Finance, Legal or Business Degree
IT Literate with an emphasis on Excel
Ability to be flexible, self-motivated and work under pressure to tight deadlines
Strong analytical and problem-solving skills
Ability to work effectively both within a team structure and independently
2-5 years of experience
Auto-ApplyHealthcare Financial/Actuarial Senior Associate
Senior associate job in Dallas, TX
As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry.
+ Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables
+ Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools
+ Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region
+ Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
+ Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
+ Communicates complex financial/actuarial/analytic results to effectively drive client action
+ Partners with Global Delivery Centers and Client Service teams to deliver superior project management
+ Build strong relationships internally and collaborate effectively on cross-functional teams
**Qualifications**
+ 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company
+ Advanced knowledge of health and welfare products & services
+ Experience with big data analytic techniques preferred
+ Advanced knowledge of underwriting and funding concepts
+ Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget
+ Desire and ability to expand relationships with clients
+ Proven ability to identify and resolve issues with limited information and experience
+ Polished and well developed written and verbal communication skills
+ Self-starter attitude and ability to work independently and as part of a team
+ Strong analytical, creative and integrative skills
+ Ability to direct work of more junior colleagues and provide feedback
+ Excellent Microsoft Office skills, particularly in Excel and PowerPoint
+ State Life and Health license required within 90 days of joining
+ Relevant financial experience and/or university degree
+ Progress towards completion of health actuarial designation or CEBS designation (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
Healthcare Financial/Actuarial Senior Associate
Senior associate job in Dallas, TX
As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry.
* Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables
* Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools
* Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region
* Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
* Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
* Communicates complex financial/actuarial/analytic results to effectively drive client action
* Partners with Global Delivery Centers and Client Service teams to deliver superior project management
* Build strong relationships internally and collaborate effectively on cross-functional teams
Qualifications
* 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company
* Advanced knowledge of health and welfare products & services
* Experience with big data analytic techniques preferred
* Advanced knowledge of underwriting and funding concepts
* Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget
* Desire and ability to expand relationships with clients
* Proven ability to identify and resolve issues with limited information and experience
* Polished and well developed written and verbal communication skills
* Self-starter attitude and ability to work independently and as part of a team
* Strong analytical, creative and integrative skills
* Ability to direct work of more junior colleagues and provide feedback
* Excellent Microsoft Office skills, particularly in Excel and PowerPoint
* State Life and Health license required within 90 days of joining
* Relevant financial experience and/or university degree
* Progress towards completion of health actuarial designation or CEBS designation (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
* Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
Senior Associate Facilities Operations
Senior associate job in Dallas, TX
Senior Associate Facilities Operations Specialist Compensation: $100000 - $120000 target annually
Our client is seeking a Facilities Operations Senior Associate to oversee and optimize the
operation of critical infrastructure across a portfolio of properties in the NY Tristate Area. This
role includes managing maintenance, incident response, and long-term infrastructure projects
while identifying opportunities for operational improvement.
Key Responsibilities:
Manage and oversee critical infrastructure operations, including UPS, HVAC, emergency
generators, electrical systems, and fire detection/suppression systems.
Coordinate maintenance schedules, incident escalation, and corrective repairs.
Build and maintain relationships with outsourced workforce and critical infrastructure
vendors.
Respond to emergencies and supervise corrective maintenance services.
Assist in developing and managing operational and capital budgets.
Create and implement operations and maintenance policies to meet organizational
goals.
Collaborate with Facility Management, Data Center Operations, and Security to optimize
existing processes and infrastructure.
Qualifications:
Minimum 6 years of experience in facility operations or critical infrastructure
management.
Bachelors degree in Electrical or Mechanical Engineering or equivalent technical work
experience.
Expertise in MEP infrastructure operations, particularly for multi-story office buildings
and data centers.
Proficiency in MS Office; familiarity with AutoCAD and MS Project is a plus.
Preferred Skills:
Experience with design, construction, commissioning, and operations of facilities.
Strong technical knowledge of MEP drawings and related systems.
This role offers a competitive salary, benefits, and an opportunity to make a significant
impact on critical operations for a forward-thinking organization.
Senior Associate - Healthcare Risk Consulting
Senior associate job in Dallas, TX
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 National Healthcare Consulting practice is searching for a Senior Associate who will provide healthcare regulatory and reimbursement consulting services to clients, potential clients and centers of influence. RSM's Healthcare Regulatory recovery services are designed to identify high-impact Medicare cost report-related opportunities, including Medicare Critical Access Hospitals, PPS hospitals disproportionate share, bad debts, wage index and other related issues.
As a member of the National Healthcare Consulting practice, you will join professionals with a broad knowledge of the healthcare industry including: financial analysis and revenue performance management, regulatory reporting and compliance, and healthcare technology. You will be part of a collaborative consulting team to deliver exceptional client service to meet our client's objectives.
The Healthcare Regulatory Senior will also understand the consulting cycle process within the healthcare industry. As a contributor he/she will support the building of a world class healthcare practice through listening to client needs, proposal development and presentation of solutions.
* Open to candidates based nationally*
Responsibilities:
* Develop ongoing relationships to build client loyalty and confidence
* Assist in scoping and planning multiple projects
* Performs Medicare Cost Report compilations and other engagements of all sizes related to Regulatory Recovery services such as: Critical Access Hospital, Medicare DSH, SSI, Medicare bad debts, IME/GME shadow billing support, Medicaid HER incentive payment, Wage Index
* Ability to analyze and communicate financial and operational data to management for decision-making and strategic planning
* Maintain / develop a high degree of expertise in Medicare, Medicaid and third-party reimbursement procedures and reports
* Participates in the development of new consulting products and practice aids, as appropriate
Basic Qualifications:
* Bachelor degree in accounting, finance, business or other related field
* 2-4 years of experience in healthcare reimbursement, either with a consulting firm or in a hospital setting; OR audit experience, ideally in the healthcare industry
* Familiarity with Medicare, Medicaid & Blue Cross reimbursement reports and/or hospital cost reports preferred
* Financial and business acumen
* Superior verbal and written communication skills, attention to detail and accuracy, project management, organization, prioritization and follow-up skills
* Strong skills in critical thinking, problem identification and resolution and process improvement.
* Must be a team player yet able to work independently
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $81,400 - $153,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Easy ApplySF Risk - Loan Quality Credit Compliance - Senior Associate
Senior associate job in Plano, TX
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home.
Job Description
As a valued colleague on our team, you will contribute to performing loan reviews in areas of loan origination, credit underwriting, quality control, and loan delivery to ensure that loans adhere to the firm's specific guidelines and requirements related to credit, collateral, and data accuracy. In this position, you will report on credit quality, collaborate with internal policy and strategy teams, communicate loan defects to stakeholders, and work with lenders and internal partners to resolve issues.
THE IMPACT YOU WILL MAKE
The SF Risk -Loan Quality Credit - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:
Review loans for quality assurance, misrepresentation, and risk related to credit, collateral, and data accuracy.
Drafting defect communications, rebuttal responses, and collaborating with internal policy teams.
Ensure compliance with the firm's eligibility requirements and underwriting standards.
Identify potential fraud and investigate methods of resolving issues.
Review work of internal teams for compliance with internal underwriting standards and quality assurance and analyze and report on loan quality issues.
Review and manage outstanding repurchases and work with lenders to resolve complicated repurchase or make whole requests.
Investigate lender responses and rebuttals to resolve significant issues.
Analyze acceptance of repurchase alternatives to offset risk.
Collaborate with internal partners to identify lender challenges and suggest policy or process changes.
Minimum Required Experience
2 Years of Related Experience
Bachelor's Degree or equivalent
Desired Experiences
Bachelor's degree or equivalent
Prior Post-Close audit/due diligence experience
Familiarity with GSE (Government-Sponsored Enterprise) underwriting and eligibility standards is highly valuable.
Ability to interpret loan-level data, identify trends, and communicate findings using tools like Excel, SAS, or Tableau.
Collaboration with credit risk, collateral, fraud, and policy teams is key to resolving complex issues.
Industry certifications (optional but valuable)
Qualifications
Education:
Bachelor's Level Degree (Required)
The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.
For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote.
Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form.
The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here.
Requisition compensation:
89000
to
115000
Auto-ApplyAdvisory Senior Associate
Senior associate job in Dallas, TX
Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.
In your role as an Advisory Senior Associate, you will support our Advisory team as we provide strategic guidance, technical advice, and support high-growth and ambitious entrepreneurs and clients in venture capital, private equity, private middle-market enterprise, and global corporations across diverse industries. Advisory Senior Associates at Calvetti Ferguson are valued team members and leaders across a diverse range of project areas including mergers, acquisitions, and divestitures, valuations, technical accounting and reporting, governance, risk, and controls, and technology advisory.
A successful Advisory Senior Associate:
Seeks to build a diverse and dynamic set of differentiated skills and experiences while developing professionally and personally in a high-performing team
Is entrepreneurial, optimistic, views challenges as opportunities and wants to be part of a high-growth business, practice, and team
Is agile, adaptive, and comfortable in dynamic and fast-paced environments, including excellent project management and organization skills
Is curious, asks insightful questions, and seeks to acquire new skills, experiences, and understanding of the industries and businesses of each client and project
Thinks critically, organizes, analyzes and interprets data efficiently and effectively
Possesses excellent interpersonal and relationship building skills with teammates, colleagues, and clients to develop and foster trust, commitment, and collaboration
Aspires to develop business development skills, firm, practice, and personal branding and be a firm representative in industry and community events
Engagements include:
Buy-side and Sell-side Due Diligence and Quality of Earnings
Entity and Asset Valuations
Transaction Readiness
Technical Accounting & Financial Reporting Advisory
Governance, Risk, and Control Advisory, including SOX and Internal Audit
Technology Advisory, including SOC Reports, Cyber Risk and Automation
Qualifications
A Bachelor's degree in Accounting or Finance.
Pursuing Certified Public Accountant (CPA) designation
At least two (2) years' professional experience in external audit, transaction diligence, or internal controls advisory.
Experience with a Big 4 or other industry-leading CPA firm is an added advantage.
Travel approximately 10%
Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.
* * * * *
NOTICE TO 3rd PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.
Auto-ApplySenior Audit Associate - Construction & Development
Senior associate job in Dallas, TX
Job Description
Senior Associates work on client engagements in a variety of industries and lines of business, assist on larger client engagements, and perform most work assigned with a minimum level of assistance. They train and lead associates, instruct them in work to be performed, review the work completed, provide feedback, and direct necessary revisions. Senior Associates must have excellent organizational skills as they coordinate several engagements simultaneously while meeting set deadlines.
Essential Position Responsibilities:
Work as part of a team to provide audit engagement services for clients
Use excellent judgment and analysis to prepare and review workpapers and supporting documentation in conformity with applicable professional standards
Draft and review reports, financial statements and other engagement deliverables
Exercise discretion and judgement when working with client matters
Perform research utilizing various research platforms
Review work of Associates and Interns including training and mentoring
Advise clients regarding the firm's other service offerings, including tax and SBS services
Participate in the area of business development
Utilize cloud-based technology and firm audit software
Keys to Success:
Overall client satisfaction
Efficient use of standard technology
Strong problem-solving skills
Accurate recording of accounting transactions
Establish and maintain effective working relationship with co-workers and clients
Meeting overall budget and goals
Requirements
Bachelor's Degree in Business required, a Bachelors in Accounting preferred
3+ years of accounting experience, preferably in public accounting
Experience working in government and/or not-for-profit preferred
Licensed CPA or CMA license or working towards obtaining preferred
Understanding of GAAP and GAAS
Strong technology skills
Ability to work on multiple projects and meet deadlines
Ability to communicate clearly in writing and verbally
Benefits
Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.
Associate - Labor & Employment (mid to senior -level)
Senior associate job in Dallas, TX
Labor & Employment Associate | Class & Representative Actions | AmLaw 100 | $310k-$435k
Our AmLaw 100 client is hiring an associate to strengthen a nationally active employer -side Labor & Employment practice. High -stakes class and representative actions are the core of the docket, with additional advisory and investigations work for sophisticated corporate clients.
Role Summary
Litigate complex wage -and -hour and discrimination matters, with emphasis on class and representative actions.
Draft and argue motions, manage discovery, and support strategy across multi -plaintiff cases.
Handle a steady stream of employer counseling and internal investigations alongside litigation responsibilities.
Candidate Profile
JD class years 2017-2021; at least 3 years in a peer AmLaw law firm handling Labor & Employment matters. Experience in class actions is highly useful.
Strong writing, case management, and client -service skills suitable for fast -moving litigation teams.
Bar membership in at least one major U.S. jurisdiction; readiness to work with cross -office teams.
Why This Role
Impactful docket: Front -line responsibility on wage -and -hour and discrimination class/rep actions for significant employers.
Balanced portfolio: Litigation as the anchor, with advisory and investigations work to broaden your toolkit.
Compensation & benefits: $310,000-$435,000 base salary, plus discretionary performance bonus; comprehensive medical, retirement, paid time off (vacation, sick time, parental leave), basic life insurance, and Flexible Spending Accounts.
Confidential Inquiry
If you meet the criteria and want to evaluate a stronger platform for high -value L&E work, click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
Senior Associate, Assurance
Senior associate job in Dallas, TX
Description & Requirements The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements.
What You Will Do:
* Lead and execute integrated audits in accordance with PCAOB standards, including both financial statement and internal control audits
* Evaluate design and operating effectiveness of internal controls over financial reporting (ICFR).
* Collaborate with cross-functional teams including tax and IT audit specialists.
* Perform detailed audit procedures over various income statement and balance sheet accounts
* Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks
* Deliver exceptional client service that exceeds expectations through timely, unmatched support while cultivating strong relationships as a trusted advisor and partner in their success
* Collaborate proactively with key client management to identify issues and recommend practical solutions.
* Take ownership of assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes
* Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation.
* Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge
* Support the proposal process for prospective clients by contributing insights and helping articulate the firm's capabilities and areas of expertise
* Collaborate on Forvis Mazars-sponsored technical publications and contribute to internal learning and development sessions to share knowledge and foster team growth
* Represent the firm at campus recruiting events, engaging with top-tier university talent to promote the company's brand, share career opportunities, and support early talent acquisition initiative
Minimum Qualifications:
* Bachelor's Degree in Accounting or related field
* 2+ years of relevant audit experience
* Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy.
* Proficiency in Microsoft Office Suite
* Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Preferred Qualifications:
* Master's Degree in related field
* Current and valid CPA (Certified Public Accountant) license
* Experience with Caseware software for financial reporting and audit documentation
* Upstream or E&P experience
* PCAOB/ICFR or Integrated Audits experience
* Strong understanding of SOX 404, COSO framework, and PCAOB auditing standards
#LI-DFW
#LI-HL2
Project Finance Senior Associate Attorney
Senior associate job in Dallas, TX
Job Description
Project Finance Senior Associate Attorney
Direct Counsel is seeking a Project Finance Senior Associate to join a highly regarded law firm with offices in multiple locations. This role is ideal for a senior associate with 4-6 years of experience in project finance, handling Lender- and Borrower-side transactions.
Key Responsibilities:
Extensive experience in drafting and negotiating credit facilities, letters of credit, and performance/payment bonds.
Conduct bankability analysis of project documents.
Negotiate EPC contracts, balance of plant agreements, supply agreements (e.g., transformer, module, BESS, turbine, inverter), and offtake/tolling agreements.
Independently negotiate and manage security documents, including security agreements, pledge agreements, financing statements, and control agreements.
Draft NY-law legal opinions, direct agreements/consents to collateral assignments, and reliance letters.
Run due diligence processes for project documents.
Qualifications:
4-6 years of project finance experience in a large regional, national, or international law firm.
Extensive experience with PF Credit Agreements, New York law-governed Security Documents, Consents to Collateral Assignments, Legal Opinions, and Project Documents (EPC contracts, Offtake Agreements, Supply Agreements, and Legal Due Diligence Reports).
Strong academic credentials.
Entrepreneurial mindset and ability to work both independently and collaboratively in a fast-paced environment.
Must reside in and be licensed (or eligible to become licensed) in New York, Miami, Dallas, Houston, Austin, or Washington, D.C.
Compensation:
Salary range: $310,000 - $390,000 (applicable to New York, Colorado, and California; actual compensation may vary based on qualifications and experience).
This is an excellent opportunity to join a collegial firm with a strong platform for professional growth and advancement.
Audit Senior Associate
Senior associate job in Dallas, TX
Whitley Penn, a leading CPA and Consulting firm, is looking for an Audit Senior Associate to join our team! External audit experience and CPA certification/progress working towards certification are required for this position.
is available in our Dallas or Plano location**
How We Work
Whitley Penn is one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
Lead audit engagements from start to finish, including planning, executing, and ensuring deadlines are met
Build relationships with clients by developing an understanding of client operations, processes, and business objectives; learn to apply this knowledge to enhance engagements, identify issues, and make recommendations for improvements
Manage client deadline expectations, monitor actual performance against budget, and continually communicate engagement status to Managers
Supervise, teach, and develop associates and interns, including delegation of assignments, detailed review of staff prepared work papers, and evaluating performance on engagements
Continuously develop a comprehensive understanding of Generally Accepted Auditing Standards and how they apply to engagements
Assist with business proposals, networking, and recruiting opportunities
How Will You Get Here?
2+ years of public accounting external audit experience
Bachelor's degree in Accounting; Master's degree preferred
CPA certification or CPA eligibility with certification in progress
Strong knowledge of Generally Accepted Accounting Principles and Generally Accepted Auditing Standards
Strong analytical and quantitative skills
Excellent written and verbal communication skills
Must be highly dedicated with a positive attitude and a team player who takes initiative and has an eagerness to learn and acquire new skills and knowledge
Why Should You Apply?
Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
Voluntary Dental and Vision Insurance
17 Annual Firm holidays, including extended breaks around July 4th and year-end
20 days PTO
Paid Maternity and Parental Leave
401(k) with Profit Sharing
Discretionary Bonus Program
Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
Health & Wellness Program
Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability, or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications:
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. All employment is decided on the basis of qualifications, merit, and business need.
#LI-ONSITE
#LI-DNP
Investment Team Associate or Senior Associate - Dallas
Senior associate job in Dallas, TX
Investment Team Associate or Senior Associate
About the Role
A diversified financial services firm is seeking an Investment Associate or Senior Associate to support a newly launched strategy focused on providing capital solutions to private equity sponsors. In this role, you'll be an integral member of a team deploying capital on behalf of the firm's balance sheet and third-party investors in fund finance transactions, with a particular emphasis on NAV lending. This is an exciting opportunity for a candidate with ties to Dallas to build a career in fund finance with significant growth potential. For more information about this firm, please apply to this job.
Key Responsibilities
Origination: Support the investment process including sourcing, initial investment screening, and pipeline management
Diligence: Conduct detailed research on transaction portfolios and sponsor capabilities; and quantitative analyses supporting investment underwriting
Underwriting: Preparation of materials for Investment Committee consideration including investment memoranda, supporting documentation and analyses, and financial modeling
Monitoring: Management of the GP Solutions investment portfolio including review and synthesis of quarterly and annual reporting investment sponsors, internally constructed valuation analyses, preparation of quarterly and annual investment activity and performance reporting for investors, and annual third-party audit support
Professional Experience & Qualifications
2+ years of transaction-oriented experience with a particular focus on candidates who have completed an Analyst program within a leading investment bank;
Undergraduate degree with exceptional academic achievement;
Extensive financial modeling skills and experience in Excel;
Extremely intellectually curious and highly self-motivated;
Exceptional written and oral communication skills;
Personal interest in investing and Private Equity; and
Desire to reside in Dallas for the long term
Salary
Salary is $192,000 - $224,000, depending on experience.
About Soul Equity Solutions
Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent.
We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies. Our boutique recruiting experience is highly bespoke and curated to our clients' needs.
This firm is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Associate or Senior Associate
Senior associate job in Irving, TX
Unity Search has partnered with a boutique real estate consulting firm seeking to add a Finance Associate to their team. This company has an incredible reputation in the market. Everybody gets their own office here, and they have a sharp team along with a young/team-oriented culture. This opportunity is hybrid, with Monday - Thursday being in the office and Friday's being remote. Depending on experience, this opportunity will pay up to 100k + bonus.
Some of the responsibilities include:
Perform market analyses to evaluate market potential for development of proposed projects
Perform various financial analysis
Prepare and be involved with presentations, both to clients and senior management
Progress towards more financial modeling duties
Assist with development of business and strategic plans, proposals and presentations
Conduct other ad hoc / special projects
Some requirements are:
1-4 years Big 4, Investment Banking or Top Tier Consulting experience
Client service experience highly preferred
GPA of 3.5 or higher