Senior associate jobs in Flower Mound, 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.

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.

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 *******************.

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**

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

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 is looking for a Senior Associate to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice. Responsibilities: Performs financial due diligence for clients who are acquiring and divesting businesses Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements Uses various software tools as designated by the firm Interacts with the other functional areas of the practice including tax, audit and other consulting practices Required Qualifications: A bachelor's degree, ideally with a major in accounting or finance Minimum of 2 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm Excellent verbal and written communication skills Proficient with Microsoft Excel and Microsoft PowerPoint Ability to travel up to 10-15% locally and nationally At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records 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.

Job Title Senior Associate - Real Estate Ref No. DAL4953 Job Location Dallas Work Type Full Time Description The Dallas office of Squire Patton Boggs is seeking a Senior Real Estate Associate with experience handling complex commercial real estate development and purchase and sale transactions, financing (representing both borrowers and lenders), and leasing (representing landlords and tenants). About the Practice: Ranked as one of the top fifteen 'most powerful Real Estate Law firms' by Commercial Property Executive, our global 200-member team provides comprehensive, results-driven legal services to guide clients in all real estate sectors: office, retail, industrial, multi-family residential, health-care, and hospitality through all aspects of commercial real estate activity. Academic and Professional Qualifications 7+ years of experience Admitted to a US State Bar and in good standing. Admission to the Bar in the state of the primary office is expected if not currently admitted. Possess a JD from an accredited law school and a strong academic record Excellent credentials Knowledge, Skills & Experience Drafting and negotiating purchase and sale agreements, easements, declarations, and other development-related documents Drafting and negotiating loan documents Preparing and negotiating leases in all sectors Closing acquisition, sale, and financing transactions Working through complex title insurance issues Supervision of junior associates Excellent written and verbal communication abilities Flexibility, composure, and the ability to prioritize and handle urgent tasks and requests simultaneously with a high level of competence and accuracy; the ability to remain composed and professional under stressful circumstances; commitment to ethical and confidentiality requirements; strong client service skills Ability to work without constant supervision, demonstrating initiative in seeking work and managing work load; active in formulating and recommending projects or alternative ways to complete projects that will benefit the case/client Application Process: In order to be considered for a position at Squire Patton Boggs, you must formally apply online. Resumes should be accompanied by an unofficial law school transcript and a recent writing sample that reflects your own work in advocating on a client's behalf. We offer a professional and friendly work environment with competitive compensation and comprehensive benefits. We are not accepting third party submissions. About Squire Patton Boggs Squire Patton Boggs is a full-service global law firm providing insight at the point where law, business and government meet, giving you a voice, supporting your ambitions and achieving successful outcomes. With over 1,500 lawyers spanning more than 40 offices across four continents, the firm is renowned for its local connections and global influence, delivering comprehensive legal services across North America, Europe, the Middle East, Asia Pacific, and Latin America. Squire Patton Boggs is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law. This non-discrimination policy applies to all aspects of employment. #LI-WS1 #LI-Hybrid

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: ********************************************************************* . All employment is decided on the basis of qualifications, merit, and business need. #LI-ONSITE #LI-DNP

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.

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.

Are you someone who has an interest in Financial Analysis and Management and is looking to grow your career working in a globally diverse organization? JP. Morgan Asset and Wealth Management Finance and Business Management has a new opening for a Financial Manager based in Plano, TX. This position will report directly to the head of planning & analysis for Asset and Wealth Management Technology & Data. Asset and Wealth Management Data & Analytics Finance is an integral part of a larger Finance and Business Management organization that supports the Chief Data Officer, Artificial Intelligence/Machine Learning initiatives and respective organization within the Asset and Wealth Management Line of Business at JPMorgan Chase & Co. As a Financial Analysis Senior Associate within the Asset and Wealth Management Finance & Business Management team, you play a crucial role in strategically managing capital, promoting growth and efficiencies, maintaining financial reporting, and proactively managing risk. By providing information, analysis, and recommendations to enhance results and inform decisions, our teams ensure the company can navigate various market conditions while safeguarding our strong balance sheet. At JPMorgan Chase & Co., we value the unique skills of every employee and are building a Finance and Business Management organization that thrives on diversity. We encourage professional growth and career development and offer competitive benefits and compensation. If you're ready to channel your passion for Financial Management into meaningful work, apply today. Job responsibilities Analyze financials to understand business drivers and identify opportunities to improve Analyze and/or produce various monthly, quarterly, semi-annual and annual financial and management reporting deliverables; creation and dissemination of ad-hoc reports as directed by senior management Interpret and analyze large data sets to prepare insightful presentations for business reviews and senior management meetings Working knowledge of AI/ML industry trends and experience preferred Assist in analytical ad-hoc requests and support various stakeholders Deliver clear and concise communication and work products to business partners Collaborate with functional partners including Business Management, Chief Data Office, and Finance teams to achieve business objectives Required qualifications, capabilities, and skills An interest in financial analysis and management Working experience with strategic planning, issue resolution and negotiation Skills in strategic thinking, decision making, oral and written communication skills Advanced knowledge of Excel, PowerPoint Self-motivated individual to go beyond immediate responsibilities Bachelor's Degree or equivalent experience 4+ years working experience Preferred qualifications, capabilities, and skills Experience with Essbase, SAP and Tableau preferred Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

You could work anywhere. Why us? * Join a pre-IPO startup with capital, traction and runway ($240M funded | 60X revenue growth in 5 years | $2T market size) * Partner with our VP of BizOps & Analytics, Armando La Rocca (ex-BCG, Better) * Disrupt a massive market and take us to a $10B business in the next few years * Be immersed in a talent-dense environment and greatly accelerate your career growth About the opportunity: Jerry is looking for a Senior Associate, Business Operations to join our growing team! We hit a huge milestone in early 2024 by achieving profitability and have ambitious goals for the next few years - scale from 5M to 50M customers and become a $10B business. As a Senior Associate, Business Operations, you will play a key role in championing data-driven decisions across the company's most critical business initiatives (including carrier growth and development, building new products from 0-1, etc.). As part of the business operations & analytics team, you will leverage advanced machine learning models to conduct in-depth analyses and extract insights that will shape our growth strategies. Jerry is building the first super app to make car ownership affordable and accessible - insurance, buy/sell, registration, loans, safety, repairs, parking, etc - a $2T market in the U.S. We started with insurance in 2019, and since then we've launched loan refinancing, driving insights, repair marketplace, car diagnostics, and a GenAI-powered chatbot & voicebot. We have amassed over 5M customers, raised $240MM in funding, scaled our revenue 60X and our team to 225 across 6 countries. Here's what an ex-McKinsey teammate has to say about joining Jerry: "I've really enjoyed working at Jerry because it's allowed me to flex the strategy muscles I built at McKinsey while also getting much closer to implementation. Unlike traditional consulting, I'm not just handing off a recommendation - I actually get to own the metrics, design A/B tests, and see how our strategies play out in the real world. Jerry has a deeply data-driven culture. We A/B test everything, and there's been a big investment in data infrastructure - from clean, well-structured data to a strong data engineering team that supports real decision-making. As a result, the data and BizOps team is seen as a core strategic partner within the company. Another thing I've appreciated is the team itself. A lot of people here come from MBB, so I've still got the energy, sharp thinking, and high bar that I had at McKinsey - but now I also get to build, test, and iterate on the strategies I help develop. It's a great mix of ownership, rigor, and impact." How you will make an impact: * Partner with marketing, product, and business development teams to integrate customer performance insights into user and partner acquisition strategies * Lead the design, execution, and analysis of A/B experiments on new and existing features, extracting key insights to inform product and business strategies * Define, understand, and test levers to drive profitable and scalable user acquisition and partnership growth * Identify opportunities to automate manual processes and optimize operational efficiency Preferred experience: * Bachelor's degree in a quantitatively or intellectually rigorous discipline * 2+ years of management consulting experience from a top firm (McKinsey, Bain, and Boston Consulting Group preferred) OR relevant experience in business analysis/operations * High level of comfort with SQL and/or running complex data analysis Who you are: * You have a framework for problem solving and live by first principles * You are comfortable communicating with audiences varying from front-line employees to the company's C-suite * You set a very high bar for yourself and for your team, and you are constantly pushing that bar higher in the pursuit of excellence While we appreciate your interest and application, only applicants under consideration will be contacted. Jerry.ai is proud to be an Equal Employment Opportunity employer. We prohibit discrimination based on race, religion, color, national origin, sex, pregnancy, reproductive health decisions or related medical conditions, sexual orientation, gender identity, gender expression, age, veteran status, disability, genetic information, or other characteristics protected by applicable local, state or federal laws. Jerry.ai is committed to providing reasonable accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at ******************* The successful candidate's starting pay will fall within the pay range listed on this job posting, determined based on job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Ranges are market-dependent and may be modified in the future. In addition to base salary, the compensation may include opportunities for equity grants. We offer a comprehensive benefits package to regular employees, including health, dental, and vision coverage, paid time off, paid parental leave, 401(K) plan with employer matching, and wellness benefits, among others. Equity opportunities may also be part of your total rewards package. Part-time, contract, or freelance roles may not be eligible for certain benefits. About Jerry.ai: Jerry.ai is America's first and only super app to radically simplify car ownership. We are redefining how people manage owning a car, one of their most expensive and time-consuming assets. Backed by artificial intelligence and machine learning, Jerry.ai simplifies and automates owning and maintaining a car while providing personalized services for all car owners' needs. We spend every day innovating and improving our AI-powered app to provide the best possible experience for our customers. From car insurance and financing to maintenance and safety, Jerry.ai does it all. We are the #1 rated and most downloaded app in our category with a 4.7 star rating in the App Store. We have more than 5 million customers - and we're just getting started. Jerry.ai was founded in 2017 by serial entrepreneurs and has raised more than $240 million in financing. Join our team and work with passionate, curious and egoless people who love solving real-world problems. Help us build a revolutionary product that's disrupting a massive market.

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

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Our Private Equity Fund Services team is seeking to add a Senior Associate to their team! Baker Tilly's private equity fund services (PEFS) group provides comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services, and general back-office consulting for investment firms. Records daily journal entries and reviews cash reporting Assists in the preparation of periodic reporting packages (monthly, quarterly and/or annual, as required), including schedules to support the general ledger balances for management approval Assists in the preparation of periodic (monthly, quarterly and/or annual, as required) financial statements for management approval Assists in the calculation of management fees owed to the management Company for investment/portfolio management services provided to the Fund. Prepares quarterly investor capital statements for management approval Prepares capital call calculations and notices to investors for management approval, uploads the notices to the investor portal and monitors the receipt of funds Prepares distribution calculation and notices to investors for management approval, uploads the notices to the investor portal and monitors the bank transfers Prepares and reviews correspondence with client investors to address inquiries, as needed Able to work with auditors and provide them with reports/support to assist them during audit Manages client investor portals Coordinates and completes special projects, as directed by management Performs other duties as assigned Qualifications BA/BS in Accounting or related field required CPA license (or in process) preferred 3+ years of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting) Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required Must have strong research and analytical skills and current knowledge of US GAAP and/or IFRS Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients Strong organizational skills with excellent attention to detail Requires ability to work both in team environment and independently Eagerness to learn and strong work ethic Must be able to work in a fast-paced environment and handle multiple priorities and deadlines Knowledge of Investran or other partnership accounting software a plus #LI-AB1 #LI-Hybrid

Job Description Over the last decade, we have been reimagining and revolutionizing the world's most used but least regulated beauty service: Nail Care. We celebrate self-care as an everyday luxury and we are doing this by becoming the world's leading ethical and clean nail-care brand with an empowered community of designers, delivering super-hygienic, high-quality services, with safe and better-for-you, clean beauty products backed by the experience of completing over 2M+ services. We ensure safe practices for our clients & our teams. Our People First culture is our greatest asset & we believe having passion and creativity in your craft and career will help to drive our business. We believe diversity is beautiful and we don't just encourage diversity & inclusion, we embody it as a 95% diverse team! If you believe in these values and are about being your best self and making an impact; then we would love to have you join the MiniLuxe team! About this Role: MiniLuxe is hiring a Senior Experience Associate to support the client experience and studio operations to drive operational excellence, and consistency across the market. This role requires 3+ years of experience in retail, spa/salon, or hospitality. Candidates without relevant experience need not apply. What You'll Accomplish: · Supports the client experience and studio operations during each shift. · Provides exceptional and meaningful service to clients. · Quickly and efficiently resolves client issues in the moment or with timely follow up. · Proficiently schedule and prioritize the Zenoti booking system to drive revenue and balance client/team member needs. · Uphold the highest standards of clean consistently throughout the day. · Accountable to driving retail revenue and sharing knowledge to fellow team members · Ensures inventory is regularly and accurately received and accounted for. · Supports weekly/monthly inventory counts in studio. · Leads training and development for new Experience Associate hires. · Creates and maintains weekly Experience Associate schedule for assigned studio(s) in the market. Who You Are: · Excellent communication, verbal, and written skills · Exceptional interpersonal, planning, and organizational skills · Highly motivated, results-oriented, and a self-starter · Ability to influence, motivate, and communicate cross functionally · Problem solver, able to navigate operational issues with resilience · Ability and willingness to travel to studios within the market MiniLuxe Benefits: MiniLuxe is always leveling up our benefits package to provide what our team wants. This includes: · Competitive compensation package · Retail Commission · Comprehensive health care plan (all the good stuff: medical/dental/vision/LTD/STD and life insurance benefits) · Paid Time Off · Retirement savings account aka 401k · Free Services & Retail Discounts across our awesome non-toxic products · Flexible Schedules · Continued development and learning opportunities Job Type: Full-time Job Types: Full-time, Part-time Pay: Up to $18.00 per hour Job Type: Full-time Pay: $16.00 - $19.00 per hour Edit job OpenView public job page

The Role This is a senior global consultant role with a wide range of engagement across our US mid-market H&B business. The role encompasses supporting go-to-market sales efforts (RFPs, other), vetting opportunities and framing our global value proposition for internal and external customers and distribution channels. You will be expected to lead global client relationships, demonstrating command of our WTW Global Benefits Management (GBM) delivery model but also be able to assist clients in complex solution planning and execution, more broadly, demonstrating global understanding and acumen in the field of global benefits and rewards. In addition to selling and consulting, this role has a vital element of leading and supporting matters of our H&B Global Solutions Practice, including enhancements to our product portfolio, operational involvement in matters of the Practice, including Operations/Innovation and People. As a Director, you will be present in local H&B markets and with a voice on global issues and applications of our services with internal colleagues. You will be responsible for leading GBM clients, various project engagements and supporting emerging multinationals in their journey to develop and execute scalable and sustainable global benefits strategies for a diverse global workforce and across different industries, including those in support of global expansion. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Responsibilities + Manage complex global engagements, in the process demonstrate your experience and understanding of global client challenges and the application of relevant solutions + Facilitate the development and execution of global benefits and rewards strategies, coordinating various types of global benchmarking projects, managing GBM relationships, assisting clients with their global expansion efforts through the introduction of new local country benefit programs + Deliver superior, consistent project management on multi-country projects such as GBM + Be a trusted advisor both internally and with client contacts through effective communication and efficient, quality execution, ensuring delivery and strong client satisfaction to retain clients + Build relationships internally and collaborate effectively on cross-functional teams + Support new business Request for Proposals (RFPs) and ongoing support as part of the broader team. In some cases, lead new sales opportunities and execute on growth within existing client base + Actively develop and mentor junior level colleagues. **Qualifications** The Requirements + 5 - 10 years of experience with working knowledge of global benefits and demonstrated expertise in delivering HR consulting services to multinational organizations + Proven experience managing multiple projects and producing quality deliverables on time + Strong client relationship, interpersonal and team skills + A professional presence with strong oral and written communication skills + Flexibility and proven ability to identify and resolve issues + Analytical and creative skills + The ability to see the "big picture," leveraging the resources of related practices to address the clients' business challenges + Working knowledge of Microsoft programs: Excel, Word, PowerPoint, Outlook, Teams, Co-Pilot + Availability to travel on an as needed basis + BA/BS degree, preferred but not required + Experience living and working overseas, and foreign language skills preferred, but not required This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. EOE, including disability/vets **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). **Compensation** The base salary compensation range being offered for this role is $100,000-$125,000 USD per year. This role is also eligible for an annual short-term incentive bonus. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) + **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off + **Retirement Benefits:** Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.

JOB DETAILS: Title: Deal Advisory Services Senior Associate Classification: Full-time; Exempt Department: Deal Advisory Services Office expectations: Monday - Thursday in office; remote on Fridays if desired How We Work Whitley Penn has become 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? Participate in and lead financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management Prepare/evaluate pro forma financial information Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management Evaluate effects of seasonality and cyclicality on cash flow requirements Assist with writing detailed reports and perform financial statement analysis, including the quality of earnings, potential liabilities and risks, and the impact of findings on the valuation of the target company Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions Member of engagement teams with senior client executives, attorneys, investment bankers, and private equity investors Grow skills to reinforce relationships with current and prospective clients of the firm How Will You Get Here? Bachelor's degree in Accounting required; Master's degree preferred CPA license or CPA eligibility preferred 2-3 years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, or transaction advisory services experience (experience related to mergers and acquisitions or financial due diligence preferred) Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, or transaction services Ability to independently manage multiple projects and act autonomously while being a team player Capable of independently performing research of industries, markets, economies, etc. Excellent written and verbal communication skills Strong time management skills and ability to meet deadlines in a fast-paced environment Proficiency with Microsoft Office, primarily Excel Willingness and ability to travel when necessary 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, with extended breaks around July 4 th and year end 20 days PTO for Salaried Employees 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 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: ********************************************************************* . All employment is decided on the basis of qualifications, merit, and business need. #LI-HYBRID

Bring your expertise to JPMorgan Chase. As part of our Risk Management and Compliance team, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks and using your expert judgment to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Risk Strategy & Execution Senior Associate, you will support the Head of Risk Policy, Governance & Strategy in building a world-class organization through strategic solutions, sound governance practices and impactful content. You will be responsible for disciplined project delivery, business management, and the ongoing development of policy initiatives. Job Responsibilities: Lead the project management for wholesale and DCS lending initiatives, including driving solutions and assessing waterfall impact. Identify process gaps and lead initiatives to enhance affected processes and procedures. Influence governance practices across Dealer Commercial Services (DCS) by providing leadership and analytical support in wholesale risk management. Oversee DCS Risk committee governance practices, ensuring alignment and adoption across DCS and in collaboration with other business lines and wholesale credit risk committees. Assume responsibility for updates to DCS Risk Governance content, including internal policies, procedures, and job aids related to wholesale lending to the automotive sector. Develop and maintain strong relationships with functional partners, including Sales, Operations, Legal, Compliance, Controls, Wholesale Credit Risk, and Technology teams. Understand applicable controls and regulations for DCS Risk. Lead efforts in regulatory exams, audits, control evaluations, process mapping, reporting control metrics, and legal obligation mapping. Required Qualifications, Capabilities and Skills: Bachelor's degree in Finance, Accounting, or Business. Proficiency in Microsoft PowerPoint and Excel. Strong written and verbal communication skills, with the ability to prepare executive-level communications. Excellent organizational and time management skills. Proven ability to collaborate, build relationships, and lead teams. Intellectually curious and innovative. Preferred Qualifications, Capabilities and Skills: 5+ years in financial services, risk management, compliance, or project management; commercial lending experience preferred. To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Risk Management - Risk Modeling - Senior Associate in the Consumer & Business Banking (CBB) Risk Management group, you will be responsible for helping the larger Auto Loss Forecasting team by driving process and Governance excellence in designing high quality automated solutions to help analyze different risk metrics for each forecasting cycle and make certain bank wide governance is followed. The role is an exciting opportunity to work on high impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem solving; be self-motivated, confident and ready to work in a fast-paced, energetic environment. **Job Responsibilities** + Lead production of the credit reserve loss forecast for Chase's Auto Finance portfolio + Analyze underlying reasons and quantification of emerging risk inclusive of macro-economic trends and industry risk + Work with Finance, Collections, and Risk strategy to understand changes in the portfolio or strategies and apply overlays as needed + Work with Risk modeling team to make sure model is working as desired and provide inputs for the improvement on a regular basis + Create presentations for the senior management and present the forecast with a clear storyline and data support + Enhance consistency and efficiency across existing processes and reporting to meet changing needs of the business + Demonstrate self-motivation with the ability to work on multiple projects with limited guidance + Mentor and coach junior analysts to help them develop their risk management skills and loss forecasting knowledge + Partner closely with other strategy areas of Risk, Modeling, Marketing, Finance, Legal & Compliance to coordinate integration of risk appetite framework into credit reserve strategies + Support launch of new products and channels by evaluating potential credit reserve scenarios given loss projections + Support ongoing internal and external audits by maintaining strong controls and documentation **Required qualifications, capabilities, and skills** + 5+ years of relevant loss forecasting, statistical modeling, credit risk management or related analytical experience + Bachelor's degree in a quantitative discipline (e.g. Finance, Mathematics, Statistics, Economics), or related field + Strong analytical and problem-solving skills + Strong communication skills to present to and collaborate with business partners and model end-users and interpersonal skills a must including the ability to explain and/or present analysis + Ability to think outside the box to tackle emerging risk and help influence and shape decisions for senior executives + Data mining skills, specifically: SAS, SQL, Python, Excel, Microsoft Office, and database software applications + Flexible and able to handle multiple tasks and a changing environment + Independent decision-making skills + Demonstrated experience in applying analytics to solve business problems efficiently and pragmatically through structured problem-solving approaches **Preferred qualifications, capabilities, and skills** + Prior financial services experience in credit card, home lending or auto preferred + Advanced degree considered + Knowledge of consumer credit risk management; Auto business preferred **To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New Hyde Park,NY $95,000.00 - $164,000.00 / year