Senior associate jobs in Garland, 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.

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.

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.

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

What to Expect Work on high-impact and diverse projects- You will have the opportunity to advise management on emerging industry trends and key business decisions, optimize key processes, and orchestrate key initiatives. Your work will be important to our business growth and sustainability, and cover a broad spectrum of topics. Own your initiative from end to end- You get to experience the full product cycle - from conception of an idea, to product launch, and ongoing KPI monitoring. You get to see the results of your recommendations & decisions with live data reporting. You get to truly own initiatives that you help to design & continuously improve, from end to end. Learn something new every day- Most if not all projects at Crypto.com are cross-functional, meaning you will be sitting at a roundtable or brainstorming on a whiteboard with colleagues & experts from diverse backgrounds - blockchain engineering, mobile development, design, cybersecurity, customer acquisition, fraud management, banking & finance… What You'll Do In this role, you will spearhead the strategic direction of our core products including our Main App Trading, Loyalty Programs, VISA Card and Pay, among others. Below are some activities you may find yourself doing: Strategic Visionary: Assisting the Strategy team to conceptualize, execute and monitor key strategic initiatives aimed at driving commercial success Subject Matter Expertise: Develop deep subject matter expertise in Crypto CEX trading, Loyalty Program Design, Crypto Payments and other relevant domains Pricing Strategy Optimization: Developing optimal pricing strategies for our all core products (proficiency in Excel modeling and generating data-driven insights is expected) Market Research & Analysis: Developing thematic research memos to advise on market/ sub-sector strategy; Project Coordination & Management: Coordinating cross-functional projects end-to-end from timeline/ deliverable planning to tracking/ reporting; Product Development: Designing & drafting requirements for a new product or feature; Performance Evaluation & Optimization: Deciding & analyzing product KPIs and recommending improvements to drive revenue and user engagement Strategic Partnerships & Investments: Evaluating & driving strategic and investment opportunities Business Projection & Analysis: Projecting business results and engage in strategic discussions with management regarding implications & strategic pivots Overall, you will shoulder the important responsibilities of: (a) At a product level: Design & drive new features to success, (b) At a company level: Define & align business priorities with management, and (c) At an industry level: Generate insights & your own views on the market. What We Look For Below are some key traits we look for, and a list of indicators we watch out for during our screening. (Note that the list is not exhaustive, nor do we expect candidates to possess all traits at the same time.) We value the ability & drive to learn over past experience, as we believe in investing in learning of our team. Intellectual prowess & curiosity Bachelor's Degree in Business Administration, Finance or related field 1-3 years of work experience in a field requiring strong problem-solving skills, e.g., management consulting, investment banking, venture capital, equity research; Highly structured approach in thinking, analysis and output generation; Quick learner who is able to translate newly acquired knowledge into actionable insights; Proven ability to take initiative and be proactive in identifying and addressing challenges or opportunities, consistently anticipating and acting upon business needs. (Plus) Strong modeling skills; (Plus) Strong curiosity and a passion for continuous learning (Plus) Proficiency in SQL and Tableau (Plus) Track record in an extracurricular activity/ hobby, e.g., writing, arts, sports, etc.; Literacy in oral & written communication Clarity, conciseness and confidence in communication, e.g., experience communicating with senior stakeholders, public presentations and/ or teaching, a portfolio of writing samples, etc. Ownership, agility & teamwork Pursuit of excellence, always going the extra mile to level up the quality of insights and deliverables; Self-driven and organized, with a relentless focus on following through on alignments and delivering results effectively; High-level of adaptability, being able to quickly reprioritize and iterate based on latest developments; Excellent attention to detail; Collaborative approach to teamwork, demonstrated through coordinating a complex project across multiple work-streams, leading a project team, etc.; (Plus) Experience working with teams from diverse backgrounds, e.g., cross-cultural, cross-industry. #LI-Associate#LI-Remote ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.

Job Description 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. Compensation Range: $130K - $160K

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 in our model risk audit team, you will participate in audit planning and execution in model risk related audits covering various areas of the mortgage finance business. You will conduct effective challenges on model risk management framework and on the effectiveness of model risk controls for enterprise-wide models covering mortgage products and securities. You will also be engaged with continuous monitoring to facilitate identification of emerging risk and risk assessment. We are currently hiring for one role that can sit out of either Reston, DC, Plano, or Boston. THE IMPACT YOU WILL MAKE We are seeking a dynamic Quantitative Modeling Senior Associate, Internal Audit associate to join our Internal Audit team, with a dual focus on model risk assurance and driving data analytics innovation across audit domains. This role offers the flexibility to shape your workday while making a meaningful impact on audit quality and efficiency alongside people who care so that you can deliver on the following responsibilities: * Lead Data Analytics Initiatives: Drive the deployment of advanced analytics and automation to enhance audit assurance across Model Risk, Enterprise Risk Management (ERM), Compliance, and HR. * Enable Insight-Driven Auditing: Develop and apply data-driven solutions for risk measurement, control testing, and continuous monitoring to deepen audit insights and coverage. * Model Risk Audit Execution: Participate in model audit engagements, providing credible challenge on model development, validation, and performance monitoring. Apply specialized expertise to review models in mortgage finance, including credit risk, counterparty credit risk, and interest rate risk. * Stakeholder Engagement: Collaborate with business partners to strengthen governance and control environments, and communicate technical concepts clearly to diverse audiences. THE EXPERIENCE YOU BRING TO THE TEAM Minimum Required Experience * Bachelor's degree in Statistics, Quantitative Finance, Financial Engineering, Economics, or related quantitative discipline * 2+ years of experience in Quantitative Analytics, model development, validation or auditing * Proficiency in Python, R, JavaScript or similar programming languages for data analytics and automation * Strong analytical, communication and project management skills. * Self-motivated and able to work independently Desired Experience * Advanced degree (Master or Ph.D.) in quantitative Finance disciplines * Professional certification (e.g. CFA, FRM) * 2+ years of experience in model risk management or internal audit at a large financial institution or consulting firm Internal Audit - Quantitative Modeling - Senior Associate Targe Pay Range: 121,000 - 158,000 a year #LI-Hybrid #LI-ME1 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: 121000 to 158000

Experience a 45X+ award-winning culture! Embarkers enjoy: Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits: Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions Comprehensive healthcare: 100% paid premiums for you and your family Whole human growth: $150 monthly stipend for holistic development Career advancement: Access to CPE credits, learning platforms, coaching, and professional development Financial support: Up to 3% 401(k) matching and financial advisory services Team and community engagement: Monthly social events within your market, charitable matching, and great people! What you'll be doing Reporting to the leadership of our financial advisory division, you will join other consultants in our Financial Advisory practice. You'll ensure all clients are taken care of - by assisting with hands-on financial reporting and analysis, complex transactions advisory, process improvement and optimization, etc. in a timely, efficient, and accurate manner. In this role, you'll work closely with clients and have the opportunity to experience multiple aspects of financial advisory, transactions, and strategy. To be a good fit for our Senior Associate - Financial Advisory role you will have: 3+ years of experience in Big 4/public accounting/consulting and/or corporate accounting CPA or CPA candidate Strong knowledge of U.S. GAAP and/or IFRS Keen attention to detail A high sense of urgency, strong initiative and the ability to multi-task Ability to work independently and as part of a team The desire to learn new technologies and practices to constantly improve the business of Embark and our clients A proactive approach to constant improvement and problem solving Communication skills that can effectively relay concepts and updates across all stakeholders from staff to executives A drive to forge deep relationships both internally through a variety of culture initiatives and externally through industry leading hospitality efforts Added bonus if you have… Inter-company experience Oil and gas experience REIT experience SaaS revenue recognition experience Healthcare (including Biotech) experience Financial services experience Government Contract experience SEC filing exposure/experience What's in it for you: We pay 100% of insurance premiums on medical, dental, and vision for you AND your family Typical compensation range of $100,000- $125,000 We match 50% to 6% on our 401K Fully paid parental leave for all new parents Monthly stipend for whole human wellness All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.) In closing... If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.

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.

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.

This role is with HedgeServ. HedgeServ uses RippleMatch to find top talent. HedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients' experience using unique proprietary technology coupled with robotic process automation, intuitive digital programs powered by machine learning, and enhanced by an extensive proprietary transaction data set. HedgeServ's entrepreneurial and innovative spirit cultivates a productive and agile environment enabling its team to anticipate clients' needs and consistently deliver solutions in real time. Led by the most experienced team of industry experts, HedgeServ with 1,500+ professionals around the globe expertly provides customizable solutions for their clients' risk, portfolio management, middle office, investor relations, accounting, regulatory, compliance, and tax services. Since its inception in 2008, HedgeServ has received numerous accolades, including Top Overall Administrator and #1 rankings for Fund Accounting, Reporting & Reporting Technology, Client Service, Investor Services, Alternative Fund Expertise, and Regulatory Expertise. HedgeServ is a progressive company with continuously evolving ways of working to ensure a future-focused mindset. Our employees benefit from a robust career development framework and clear learning paths which outline career trajectory, training and progression plans. HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and fully paid comprehensive health and well-being benefits. HedgeServ was recognized as a Next Gen employer by RippleMatch on its list of 100 top workplaces for Generation Z for 2022. HedgeServ operates 13 offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, Philippines and Australia. Job Description As we continue through a period of growth, HedgeServ is searching for future leaders who can make an immediate impact on our already successful team. We're seeking college graduates who are decisive, energetic, and self-starting. The Middle Office team performs trade support activities required by our hedge fund and private equity client base. This includes electronic trade/deal capture, confirmation/affirmation of activity, settlements, cash and collateral management, t+1 break resolution, technology development, and valuations processing. This position typically exposes the candidate to a wide range of financial markets and tradeable products including highly complex derivative instruments. A successful candidate will assume considerable responsibility within six to twelve months, serving as the primary point of contact on client relationship(s), helping on-board new clients with the guidance of senior team members, and participating in cross-team projects all being possibilities. Role Responsibilities Provide trade support for multi-billion dollar hedge funds where primary responsibilities include: trade capture, confirmation/affirmation, reconciliation, operational reporting and ad-hoc client queries Assist in supporting esoteric OTC documentation process as well as our settlements process as needed Apply client specific pricing affirmations to accurately value their portfolio Work with the client, internal teams and brokers to ensure daily cash and position reconciliations are being completed efficiently to mitigate risk and meet client deliverables Monitor and process all product life-cycle events Institute innovative technological solutions to solve client requests in conjunction with our business development team Pre-Requisite Knowledge, Skills, and Experience 2-5 years of experience in a middle office or trade support role Industry platform knowledge: MarkitWire, DerivServ, Markit Trade Manager, TRM, Traiana Harmony, Bloomberg, DTCC/Icelink, PB Portals is a plus. Exposure to various financial products. Complex products a plus. Examples: Mortgage Backed, IRS, Swaptions, Basis Swaps, Variance/Volatility Swaps, FX Options, TRS, Futures, CDS, Equities, Options, Bonds/REPO's Intermediate level of Excel is required Clear and persuasive communicators, who can articulate their actions, identify root causes, and suggest improved ideas

Job Description Job Title: Business Process Senior Associate Reports to: Chief Supply Chain Officer Time Manufacturing Company in Waco, TX seeks a Business Process Senior Associate to analyze existing industrial manufacturing processes to identify areas for improvement, reduce waste, and enhance efficiency. Send resumes to Bruce Hardt, VP Human Resources at ************************. ESSENTIAL DUTIES AND RESPONSIBILITIES Analyze existing industrial manufacturing processes to identify areas for improvement, reduce waste, and enhance efficiency. Design and implement optimized processes that align with the company's strategic goals. Collaborate with cross-functional teams to understand process requirements and ensure alignment with business objectives. Lead and support continuous improvement initiatives utilizing Lean, Six Sigma, and other industrial engineering methodologies. Develop and track key performance indicators (KPIs) to measure the effectiveness of process improvements. Conduct time studies, workflow analysis, and capacity planning to enhance production efficiency. Oversee process improvement projects from concept through implementation, ensuring timelines and budgets are met. Coordinate with stakeholders to ensure successful project execution and process adoption. Document and communicate project progress, challenges, and outcomes to leadership. Collect, analyze, and interpret data to make informed recommendations for process improvements and prepare detailed reports and presentations to communicate findings and recommendations to management. Utilize statistical tools and software to support data-drive decision-making. QUALIFICATIONS / EXPERIENCE MINIMUM EDUCATION: Bachelor's degree in Industrial Engineering, Manufacturing Engineering or related field. MINIMUM EXPERIENCE: 60 months' progressively responsible experience in industrial engineering or process improvement within a manufacturing environment involving the use of Lean Manufacturing, Six Sigma and other process improvement methodologies.

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

As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions. The Role: Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include: Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day to day contact for clients Proactively advising clients and providing superior client service Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies Engaging specialist resources and subject matter experts in health management, absence and disability management, pharmacy, data analytics and compliance Supporting the generation of new business by participating in prospecting opportunities as part of a broader team Building relationships internally and collaborating effectively on cross-functional teams Mentoring junior colleagues Qualifications The Requirements: 6+ years' experience in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor Desire and ability to expand relationships with current clients Polished and well developed oral and written communication skills Self-starter attitude and ability to work independently and as part of a team Flexibility and proven ability to identify and resolve issues Strong analytical, creative and integrative skills Excellent Microsoft Office skills, particularly in Excel and PowerPoint State Life and Health license required within 90 days of joining CEBS designation, or health and welfare actuarial or underwriting training desired This role will be on a Hybrid Setup in our Dallas office. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. Note that visa 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 sufficient/appropriate candidate slate has been identified. EOE, including disability/vets

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

Job DescriptionGlobal Finance Senior Associate Attorney or Of Counsel Location Options: New York, Los Angeles, Irvine, Atlanta, Boston, Chicago, Dallas, Washington, Houston, Palo Alto, San Diego, San Francisco Direct Counsel is partnering with a top-tier international law firm to recruit a Senior Associate or Of Counsel with at least seven years of experience to join its highly ranked Global Finance practice. This is an outstanding opportunity for a finance attorney who thrives in a fast-paced, sophisticated transactional environment and is seeking direct access to market-leading clients, high-impact deals, and business development support. The firm's Global Finance group represents an elite client base of private credit funds and major financial institutions on a broad range of acquisition financing transactions, including leveraged buyouts, recapitalizations, and cross-border deals. The team is known for handling cutting-edge financing matters, often in connection with high-value private equity transactions. Key Responsibilities: Structure, negotiate, and manage complex acquisition financing transactions on both borrower and lender sides. Lead or support deal teams in drafting and reviewing credit agreements, commitment letters, intercreditor agreements, and related documentation. Serve as a point of contact for clients and coordinate with cross-border deal teams and practice groups. Play an active role in mentoring junior associates and contributing to the ongoing growth of the practice. Engage in business development efforts with support and training provided by the firm's leadership. Qualifications: Minimum of 7 years of experience in acquisition finance or leveraged finance at an Am Law 100 or equivalent law firm. Demonstrated expertise in handling sponsor-backed or fund-driven acquisition financings, with significant drafting and negotiating experience. Strong academic credentials from a top-tier law school. Excellent client communication skills and a proactive, business-minded approach. Admission to practice in the jurisdiction corresponding to the office of interest (NY, CA) and in good standing. Compensation: Base salary range: $435,000 to $450,000, depending on level and experience. Generous bonus structure and benefits package offered by the firm. This role provides high visibility with the firm's finance leadership and a path for attorneys looking to deepen their expertise in acquisition finance while contributing to a practice that is central to the firm's continued global expansion. If you're interested in learning more, please reach out to Direct Counsel. All inquiries will be kept strictly confidential.

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.

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

The Company NorthMark Strategies is a leading investment firm, combining capital, innovation, and engineering to drive long-term value. From operating complex businesses to backing breakthrough technologies, our mission is to build enduring businesses. Our team combines intelligent risk-taking, operational excellence, exceptional talent, and world-class computing capacity to create shareholder value. Our company offers a dynamic environment where individuals have the freedom to lead companies toward bold achievements by embracing innovation, leveraging technology, and fostering differentiated business strategies. Our values are Integrity, Ability, and Energy, and the company aims to hire individuals who possess those qualities. At NorthMark Strategies, we believe the future isn't something to hope for, it's something to build. We don't just invest, we create. Bringing together strategic insight and technical horsepower to deliver outcomes that endure. The Position We are seeking a Senior Associate who specializes in Procurement process improvement to join our team. Reporting to the Senior Accounting Manager of Process Improvement and Optimization, this role blends Operational procurement knowledge with process enhancement expertise. The focus is streamlining processes, enhancing efficiency, reducing costs, and improving overall procurement operational performance, especially the Procure-to-Pay performance. This role will also play a key part in assessing technology opportunities to automate P2P and Sourcing workflows and will contribute to system implementation efforts. Responsibilities: Analyze existing procurement processes to identify areas for improvement, including P2P, Sourcing, Vendor Onboarding and Management, Contracting and Contract Lifecycle Management. Utilize process improvement methodologies such as Lean, Six Sigma, or other relevant frameworks to improve and design optimized processes. Lead identified improvement activities with the Procurement and/or P2P process areas in collaboration with the other functions within the organization such as Accounts Payable, Legal and Tax. Develop process maps, value stream maps, and other visual tools to document current and future state processes. Collaborate with key stakeholders across the organization to understand their needs and requirements and ensure that process improvement aligns with business objectives. Support the implementation and enhancement of procurement and finance systems by gathering requirements, participating in testing, and providing feedback. Identify and mitigate risks associated with procurement processes, such as supplier risk, contract risk and compliance risk. Stay up to date on industry trends and best practices in procurement technology and process improvement. Requirements: Bachelor's degree in Supply Chain Management, Business Administration, or a related field (Master's degree and/or procurement certifications is a plus). 5+ years of progressive experience in Operations consulting, Procurement, and supply chain process development. Experience with Source-to-Pay platforms such as Coupa (preferred), Jaggaer, GEP or Ariba is required. Experience in Procurement (P2P, Sourcing/Contracting) Process development and optimization is required. Experience supporting or leading software implementation or enhancement projects. Proficiency in Microsoft Office applications (Excel, Visio, Word, PowerPoint) with strong documentation and analytical skills. Experience in workflow automation and data visualization tools such as Alteryx and Tableau is a plus. Strong facilitation and organizational skills and attention to detail, with the ability to manage multiple priorities and meet deadlines. Effective communicator who can work cross-functionally and influence process improvements. Legally authorized to work in the United States without the need for employer sponsorship. It is impossible to list every requirement for, or responsibility of, any position. Similarly, we cannot identify all the skills a position may require since job responsibilities and the Company's needs may change over time. Therefore, the above job description is not comprehensive or exhaustive. The Company reserves the right to adjust, add to or eliminate any aspect of the above description. The Company also retains the right to require all employees to undertake additional or different job responsibilities when necessary to meet business needs. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Benefits & Perks: Company-Paid Benefits: 100% Employer-Paid Medical in our High Deductible Health Plan, Dental and Vision benefits for employees and their families, 16 weeks of Paid Parental Leave, Employee Assistance Program, Life insurance, Short-Term Disability and Long-Term Disability 401(k): Company will match 100% of your contributions up to 6% Optional Employee-Paid Benefits: Medical insurance in our PPO plan and a variety of other benefits such as Health Savings Accounts (with Company Contribution!), Flexible Spending Accounts, Supplemental Life Insurance, Wellhub and more. Time Off: 25 days of Paid Time Off plus 12 company holidays EQUAL OPPORTUNITY EMPLOYER NORTHMARK STRATEGIES LLC IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE COMPANY'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.