Senior Associate, O&M Cost Strategy and Contracting
Clearway Energy
Senior associate job in Scottsdale, AZ
What The Role Is
The Senior O&M Cost Strategy and Contracting analyst is responsible for developing, negotiating, and implementing Operations & Maintenance (O&M) Agreements across the company's renewable energy portfolio. This role ensures that all O&M contracts align with corporate objectives for safety, performance, cost efficiency, and compliance. Additionally, the analyst will be involved in the development of robust cost models, data analytics frameworks, and performance benchmarks to support operational and financial decision-making.
The ideal candidate brings O&M contracting experience, knowledge of renewable energy asset operations (solar, wind, and battery energy storage systems), proven analytical acumen, and strong communication and cross-functional coordination skills to deliver best-in-class operational outcomes for utility-scale assets.
*This hybrid job posting is open to Scottsdale, San Diego, Houston, Denver, and San Francisco offices.
What You'll Be Doing
Contract Development and Negotiations
Lead the creation, review, and negotiation of O&M Agreements for wind, solar, and battery energy storage projects.
Collaborate with Legal, Finance, and Operations teams to ensure all agreements reflect risk tolerance, lender requirements, and insurance standards.
Partner with internal O&M teams, procurement, engineering, asset management, and finance to ensure smooth contract implementation and adherence.
Benchmark and analyze O&M costs across projects to identify efficiency opportunities and competitive pricing.
Define key performance indicators (KPIs) and commercial terms, including availability guarantees, liquidated damages, and bonus/penalty structures, in conjunction with other functional teams.
Translate technical maintenance requirements into clear contractual obligations.
Ensure alignment between O&M agreements, EPC warranties, and asset performance expectations.
Identify and mitigate contractual and operational risks across the O&M portfolio.
Ensure all O&M agreements comply with environmental, safety, and regulatory standards.
Support asset management as needed with change orders, renewals, and extensions as projects evolve.
Support M&A and due diligence activities by providing O&M commercial insights and contract summaries.
Recommend updates to contract templates and commercial strategies based on operational learnings and market evolution.
Contribute to the development of long-term O&M strategy and technology-specific best practices.
O&M Cost Estimating and Analytics
Develop and maintain bottom-up cost estimating models for wind, solar, and storage assets across all project phases (greenfield, operating, repower, and M&A).
Use statistical and forecasting tools to model maintenance spend and equipment risk profiles.
Collaborate with internal stakeholders (O&M, engineering, procurement, FP&A) to validate O&M cost assumptions.
Support internal teams (business development, procurement, O&M, capital market, etc.) with data requests, cost breakdowns, and scenario analysis.
Assist in preparing cost assumptions for annual budgeting and long-range planning processes.
Analyze historical O&M costs to identify trends, cost drivers, and opportunities for efficiency.
Develop and enhance Power BI dashboards to connect multiple data streams and visualize key model inputs and outputs.
Use AI tools to automate routine data processing tasks and extract key commercial data from contracts.
What You'll Bring
Bachelor's degree in Engineering, Business, Finance, or other applicable field.
5+ years of experience in renewable energy, power generation, or infrastructure.
Experience with renewables O&M agreements and contracting.
Understanding of renewable energy plant operations (solar, wind, or BESS).
Demonstrated experience in an operations support role in the development of creative solutions to operating challenges.
Excellent communication and stakeholder management skills across technical, legal, and financial disciplines.
Strong analytical and project management capabilities; attention to detail and risk awareness.
What Would Be Nice
Master's degree in Engineering, Business, Finance, or other applicable field.
Familiarity with Power Purchase Agreements (PPAs), Engineering, Procurement, and Construction Agreements (EPCs), and other project contracts.
Familiarity with renewable project finance and typical counterparty and Independent Engineer requirements
Familiarity with lifecycle cost analysis and predictive maintenance modeling.
Advanced Microsoft Excel, Word, and PowerPoint skills. Proficiency in data analytics tools (Power BI, Tableau, SQL, or Python).
Clearway will not sponsor non-immigrant visas for this position (H-1B, TN, E-3, etc.).
#LI-Hybrid
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals.
Salary Range Across all U.S. Locations$119,000-$163,000 USD
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group's vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we're committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ***************************** and let us know the nature of your request and your contact information.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
$119k-163k yearly Auto-Apply 20d ago
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Retirement Plan Compliance Senior Associate
WTW
Senior associate job in Tempe, AZ
**The Role** We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you will play a crucial role in supporting our attorneys by performing a variety of tasks, which will include drafting/amending pension (defined benefit and defined contribution) plan documents, summary plan descriptions, summaries of material modifications and other plan related documents (e.g., policies, procedures) as well as participant communications (e.g., QDIA notices).
**DUTIES A ND RESPONSIBILITIES**
**Plan Drafting:** Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language.
**Compliance:** Ensure all plan documents comply with ERISA regulations and other applicable federal laws. Adhere to audit protocol to ensure accuracy of documentation.
**Document Production/Management:** Adhere to document production timelines to ensure efficiency and timely document production. Organize and maintain plan documents, ensuring they are up-to-date and accessible.
**Training and Development:** Train and mentor staff on plan document drafting and compliance.
**Internal Client Communication:** Provide technical guidance regarding plan language and training for the internal team as needed. Provide assistance when a client or team member requires assistance understanding the plan language or the underlying legal requirement giving rise to the language.
**Other:** Keep abreast of laws and regulations impacting employee benefits, claims procedures, and notice requirements by using our legal database subscriptions to research, analyze and understand changes in the law and/or regulations.
**Filing** : File documents with government agencies as needed
**Client Communication** : Communicate effectively with clients, client counsel, providing updates and gathering information.
**Document Management:** Prepare, organize, and maintain legal documents, including research and contracts.
**Project Management:**
+ Manage multiple clients and projects simultaneously, prioritizing tasks and meeting deadlines.
+ Develop and implement project plans, timelines, and budgets.
+ Coordinate with attorneys, clients, and other team members to ensure smooth project execution.
+ Track project progress and identify potential issues, taking proactive steps to mitigate risks.
+ Keep stakeholders up to date on project status using various reporting, and metric based tools available.
+ Manage communication between all parties involved in the project.
**All other duties as assigned.**
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**Qualifications**
**The Requirements**
+ Bachelor's degree in English or legal studies, or equivalent concentration preferred.
+ 5+ years of experience drafting, amending, and tracking changes to pension (defined benefit and defined contribution) benefit plan documents, summary plan descriptions, and summaries of material modifications.
+ Detailed understanding of laws governing pension plans including ERISA and the Internal Revenue Code are a must have.
+ Expertise with Microsoft Office software programs including Word, Excel, Outlook, PowerPoint.
+ Excellent analytical, writing and verbal skills.
+ Ability to work independently and as part of a team
+ Experience with reviewing or qualifying domestic relations orders not required but a plus.
**Compensation And Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $80,000 to $120,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (***********************************************************************************************************
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
$80k-120k yearly 22d ago
Retirement Plan Compliance Senior Associate
Willis Towers Watson
Senior associate job in Tempe, AZ
The Role We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you will play a crucial role in supporting our attorneys by performing a variety of tasks, which will include drafting/amending pension (defined benefit and defined contribution) plan documents, summary plan descriptions, summaries of material modifications and other plan related documents (e.g., policies, procedures) as well as participant communications (e.g., QDIA notices).
DUTIES A ND RESPONSIBILITIES
Plan Drafting: Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language.
Compliance: Ensure all plan documents comply with ERISA regulations and other applicable federal laws. Adhere to audit protocol to ensure accuracy of documentation.
Document Production/Management: Adhere to document production timelines to ensure efficiency and timely document production. Organize and maintain plan documents, ensuring they are up-to-date and accessible.
Training and Development: Train and mentor staff on plan document drafting and compliance.
Internal Client Communication: Provide technical guidance regarding plan language and training for the internal team as needed. Provide assistance when a client or team member requires assistance understanding the plan language or the underlying legal requirement giving rise to the language.
Other: Keep abreast of laws and regulations impacting employee benefits, claims procedures, and notice requirements by using our legal database subscriptions to research, analyze and understand changes in the law and/or regulations.
Filing: File documents with government agencies as needed
Client Communication: Communicate effectively with clients, client counsel, providing updates and gathering information.
Document Management: Prepare, organize, and maintain legal documents, including research and contracts.
Project Management:
* Manage multiple clients and projects simultaneously, prioritizing tasks and meeting deadlines.
* Develop and implement project plans, timelines, and budgets.
* Coordinate with attorneys, clients, and other team members to ensure smooth project execution.
* Track project progress and identify potential issues, taking proactive steps to mitigate risks.
* Keep stakeholders up to date on project status using various reporting, and metric based tools available.
* Manage communication between all parties involved in the project.
All other duties as assigned.
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Qualifications
The Requirements
* Bachelor's degree in English or legal studies, or equivalent concentration preferred.
* 5+ years of experience drafting, amending, and tracking changes to pension (defined benefit and defined contribution) benefit plan documents, summary plan descriptions, and summaries of material modifications.
* Detailed understanding of laws governing pension plans including ERISA and the Internal Revenue Code are a must have.
* Expertise with Microsoft Office software programs including Word, Excel, Outlook, PowerPoint.
* Excellent analytical, writing and verbal skills.
* Ability to work independently and as part of a team
* Experience with reviewing or qualifying domestic relations orders not required but a plus.
Compensation And Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $80,000 to $120,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
* Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
EOE, including disability/vets
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
$80k-120k yearly 22d ago
Financial Reporting Senior Associate
Equity Methods 3.9
Senior associate job in Scottsdale, AZ
SeniorAssociate - Financial Reporting Group
Our award-winning Financial Reporting team is looking for an energetic professional who possesses strong technical and practical problem-solving skills to deliver creative solutions to Fortune 500 companies and beyond. The ideal candidate enjoys solving complex problems, aspires to create a delightful client experience, and appreciates using technology to bring automation to accounting/finance problems.
With ~100 professionals and experience serving hundreds of publicly traded clients (including 40 of the Fortune 100), Equity Methods seeks to combine the best of a large professional services firm with the best of an entrepreneurial, technology-enabled company. We work hard in the quest to have a high impact and deliver exemplary client service that supports our client retention and overall growth story. We have consistently been rated a Top Company to Work for in Arizona.
The Financial Reporting team at Equity Methods specializes in developing controlled processes to manage the external and internal reporting for publicly traded companies' share-based payment programs. The role provides outstanding breadth of exposure, ranging from numerous areas in GAAP to forecasting, planning, and analysis (FP&A) to data analytics and visualization.
About the Successful Candidate
You built a reputation as someone who is eager to learn and enjoys problem-solving. You grasp new concepts quickly, and you enjoy the challenge of complex accounting and business problems. You are passionate about your career and hope to find a home where you can make a genuine impact and see how your efforts are linked to the firm's growth. Teammates view you as someone who is driven and is stellar in follow-through.
You enjoy finance, accounting and data analytical work. The idea of taking a manual, multi-step process and automating it sounds interesting to you. Going the extra mile to make clients' lives easier and using plain English to explain complex technical issues is something you enjoy doing every day.
In short, successful professionals at Equity Methods are analytical, resourceful, low on politics, and high on impact.
Typical Qualifications:
Bachelors or Masters in accounting, finance, economics, or related discipline.
1 - 4 years of experience in financial reporting, advisory, audit, or other related fields.
Exposure to high-pressure professional services environment, external deliverable deadlines and client/project management.
Exceptional ability to perform independent analysis and propose solutions in preparation for discussing with the team and executing the necessary solution steps.
Capable of interpreting complex accounting theory and translating it into a functional process.
Creativity in designing processes from both a controls and efficiency perspective.
Ability and willingness to think critically and solve “out-of-the-box” problems independently.
Clear, gracious oral and written internal/external communication and exceptional time management skills. Able to successfully coach junior associates.
Desirable: Exposure to programming language/s for high-volume data handling.
Desirable: CPA license or CPA candidacy; CFA or other similar pursuits also welcomed.
The SeniorAssociate Role
As a SeniorAssociate at Equity Methods, you will have an immediate opportunity to apply your skills to client work. You will gain exposure to client communication, engagement structures, project deliverables, and how we engineer well-controlled algorithms to reduce risk and drive automation. You're on a fast track towards the consultant role where you interact with clients, lead external meetings, supervise associates, drive new client implementations, and much more.
More specific roles and responsibilities include:
Completing our SeniorAssociate training program. The training covers skills the fundamentals junior associates are expected to master (internal algorithms, programming and process design) so that you have credibility with them and the requisite know-how, in addition to the foundations of project management and client communication. After completing the training program and the initial launch period, you will be able to contribute in the following areas.
Supporting day-to-day client interactions in a way that demonstrates accountability, upholds quality standards, and ultimately delivers client delight through ongoing improvement of the client experience.
Designing, implementing, and documenting processes to proactively manage risk and inject thoughtful control measures to ensure adherence with accounting regulations, plan specifications, and client's needs.
Reviewing deliverables and owning successful client service outcomes. Completing reviews promptly, offering high attention-to-detail feedback, insight on packaging and framing to clients, and astute identification of process improvement opportunities.
Supporting ongoing financial reporting engagements and leading new client implementations by learning the inner workings of processes, data structures, and end-state reporting requirements.
Executing client processes with full attention to detail, draft client emails, and support clients on ad hoc requests.
Participating in client delivery meetings and external audit review sessions, ensuring that clients understand the work product delivered and their external auditors grasp all essential features of the solution.
Participating in practice- and firm-level initiatives involving client service, thought leadership, technical research, process reengineering, and risk management.
Promoting a low-drama, collegial environment in which results are the ultimate benchmark of success
Launch Period
You'll need a launch period to learn our processes and become productive. During the launch period, you'll be responsible for enhancing your subject-matter expertise in stock-based compensation and related accounting literature reporting (e.g., ASC 718, 260, 740, 805, 470, and 480; IFRS 2, etc.) You'll complete assigned programming exercises in SAS and engage in self-directed practice to develop the skills necessary to understand and build processes in our technology environment.
Being Part of the Financial Reporting Team
Like any other company, ours isn't the right fit for everyone.
We solve novel problems on tight deadlines. Thus, a proactive, ownership-based work style is expected for all members of the engagement team, regardless of seniority level.
We create a positive impact by delivering results for clients as a team, which requires an agile, forthright communication approach and tight, ongoing internal collaboration horizontally and vertically.
Small teams = big responsibility. Good judgment is required. The upside is you have excellent autonomy.
All employees work from our headquarters in beautiful Scottsdale, Arizona. Scottsdale is part of the Greater Phoenix Metropolitan Area and boasts a high quality of life-despite the HOT summers.
Travel is generally light (
We move fast as part of our focus on having a high impact. This is not a slow-paced 40-hour-per-week position.
More About Equity Methods
Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. We have served 40 Fortune 100 firms all the way to early-stage venture-backed organizations. Our clients span the entire United States, in addition to some in Canada, South America, and Europe. We offer a diverse array of services that solve mission-critical priorities within corporate accounting and human resources functions.
At our size of ~100 professionals and countless brand-name clients, we combine the best of a large professional services firm with the best of an entrepreneurial growth venture. The culture fosters excellence in client service, innovation, collaboration, and continuous improvement. We have a bias toward promoting from within and we celebrate the diverse strengths of our colleagues. We have consistently been rated a Top Company to Work for in Arizona.
$73k-116k yearly est. Auto-Apply 9h ago
Senior Associate, Corporate Security
Gemini 4.9
Senior associate job in Tempe, AZ
About the Company
Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a wide range of simple, reliable, and secure crypto products and services to individuals and institutions in over 70 countries. Our mission is to unlock the next era of financial, creative, and personal freedom by providing trusted access to the decentralized future. We envision a world where crypto reshapes the global financial system, internet, and money to create greater choice, independence, and opportunity for all - bridging traditional finance with the emerging cryptoeconomy in a way that is more open, fair, and secure. As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact.
The Department: Real Estate Office Services and Corporate Security
In the emerging industry of digital assets, there is nothing more important than trust (which is why Gemini's very first hires were Security experts). The Gemini Security team forms the backbone of all that we do and is as diverse as the number of challenges we tackle in the crypto space. From intelligence and investigations, to physical security technology, to securing cold storage systems and data centers to travel security and new office openings, enterprise risk security, and litigation support, security at Gemini ensures that our customers, clients, and employees are safe, secure, and supported.
The Role: SeniorAssociate, Corporate Security
Gemini seeks a highly skilled SeniorAssociate to join our Real Estate and Security Operations team, dedicated to ensuring the safety and security of our employees, physical locations, assets, and brand reputation at our 24/7 Operations & Support Center in Arizona. Ideal candidates are seasoned security professionals with a strong background in law enforcement, exceptional customer service skills, and advanced expertise in technology and hospitality to protect personnel, sensitive information, and facilities. The SeniorAssociate will oversee on-site security operations, supervise contract guard staff, and maintain a safe, compliant workplace while serving as a front-line security presence and a representative of Gemini's culture, balancing firm policy enforcement with professionalism and hospitality. Exceptional communication skills, adaptability, and a commitment to listening, learning, and problem-solving in response to shifting priorities and challenges are essential. This role is initially based at our Tempe, AZ office, with a planned transition to our Scottsdale, AZ office upon its opening. Join Gemini to contribute to a secure, welcoming environment while upholding our values of integrity and service excellence.
This role is required to be in person five days a week at our Tempe, AZ office.
Responsibilities:
Employee and Visitor Safety: Oversee the security of the Operations & Support Center by monitoring entry points, verifying and maintaining employee credentials, and conducting thorough check-in and screening processes for all visitors to ensure a safe workplace.
On-Site Presence: Maintain a consistent on-site presence five days per week during standard daytime hours, with flexibility to work after-hours or weekend shifts as needed to support the Center's 24/7 operations, with appropriate compensation provided.
Policy Enforcement: Uphold physical security standards, including the Center's clean desk policy and electronic device restrictions, to safeguard sensitive customer and company data.
Primary Security Liaison: Serve as the primary point of contact for all physical security matters within the Center, addressing concerns promptly and professionally.
Security Patrols: Conduct routine and ad-hoc security patrols to ensure compliance with physical and procedural safeguards, identifying and mitigating potential risks.
System Operations: Manage and monitor CCTV and Access Control systems, ensuring proper functionality, timely response to incidents, and accurate logging of all security events.
Global Security Culture: Contribute to the development of Gemini's global security culture by collaborating with the Corporate Security team to refine strategies, policies, and best practices, fostering a cohesive approach to security across the organization.
Professional Development: Participate in regular training to enhance security-related skills and stay current on industry best practices.
Decision-Making: Exercise sound judgment and demonstrate an appropriate sense of urgency in addressing security matters, ensuring effective and timely resolutions.
Additional Duties: Perform other responsibilities as assigned by the Head of Real Estate and Security Operations or the Associate Director, Corporate Security, supporting the broader objectives of the team.
Guardforce Management:
Manage the 24/7 security guard team assigned to the Arizona Operations & Support Center.
Coordinate directly with the third-party guard vendor to adjust staffing, update post orders, and ensure coverage and quality control.
Train and mentor contracted guards to maintain consistent professional standards and response protocols.
Credentialing & Visitor Management:
Manage the credentialing process for all personnel working at the facility to ensure proper badge issuance, retrieval, and deactivation in compliance with company policy.
Facilitate the screening of contractors and visitors and verify identification, validate authorization, and maintain accurate logs of all entries and exits.
Coordinate closely with People Operations and the Arizona Office Services Associate for new hire onboarding validation and security orientation.
Health, Safety, and Emergency Preparedness:
Maintain and enforce compliance with OSHA and corporate Health & Safety requirements for the Operations & Support Center.
Support emergency response, evacuation, and crisis management efforts as part of the Physical Security Operations team.
Ensure readiness for fire, medical, and active threat scenarios through preparedness checks and periodic training.
Cross-Functional & Administrative Support:
Collaborate daily with the Arizona Office Services Associate to support office operations such as mailroom duties, office event setup, and logistics coordination.
Support internal Gemini training sessions or security briefings across Arizona, California, or Washington offices as needed.
Travel up to 10% of the time as needed.
Minimum Qualifications:
Experience in physical security, federal or local law enforcement, military police, or corrections.
Demonstrated experience in supervising guardforces or small security teams.
Strong technical aptitude, and experience with CCTV, access control, and alarm monitoring systems, visitor management systems, and security hardware integration.
Proven capability to conduct investigations and situational assessments.
Be eligible to obtain a current Arizona license to carry a weapon.
Knowledge of OSHA, Health & Safety, and Emergency Management protocols.
Excellent communication and interpersonal skills, with a balance of firmness and diplomacy.
Experience in policy enforcement, investigative work, or compliance monitoring in a corporate setting. Ability to tactfully enforce policies while maintaining a professional and approachable demeanor.
Strong writing skills for clear, accurate reporting and incident documentation.
Adherence to strict privacy/confidentiality guidelines and policies.
Ability to work independently, adapt to various work environments, and maintain a high level of situational awareness.
Ability to learn and use new software platforms.
Remain flexible and responsive to changing conditions.
Ability to remain calm in a crisis.
Preferred Qualifications:
Previous experience working within a corporate or financial services environment.
Preferred possession of HR218 as a former law enforcement officer.
Certifications such as ASIS PSP (Physical Security Professional) or CPP (Certified Protection Professional, though not required.
Understanding of data protection and privacy best practices related to physical environments.
It Pays to Work Here The compensation & benefits package for this role includes:
Competitive starting pay
A discretionary annual bonus
Long-term incentive in the form of a new hire equity grant
Comprehensive health plans
401K with company matching
Paid Parental Leave
Flexible time off
In the United States, we offer a hybrid work approach at our hub offices, balancing the benefits of in-person collaboration with the flexibility of remote work. Expectations may vary by location and role, so candidates are encouraged to connect with their recruiter to learn more about the specific policy for the role. Employees who do not live near one of our hubs are part of our remote workforce.
At Gemini, we strive to build diverse teams that reflect the people we want to empower through our products, and we are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. Equal Opportunity is the Law, and Gemini is proud to be an equal opportunity workplace. If you have a specific need that requires accommodation, please let a member of the People Team know.
#LI-MW1
$69k-103k yearly est. Auto-Apply 37d ago
Senior Associate, Regulatory Change Management
Coinbase 4.2
Senior associate job in Phoenix, AZ
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
The Coinbase Regulatory Change Management (RCM) function is responsible for the development, execution and oversight of the enterprise-wide legal and regulatory obligations library (Legal and Regulatory Obligations Inventory) and regulatory change monitoring and management processes.
*What you'll be doing (ie. job duties):*
*
The SeniorAssociate of Regulatory Change Management (RCM) will support the management, execution and continued improvement of the RCM function. Responsibilities will include the following:
* Legal & Regulatory Obligations Inventory
* Support the maintenance and expansion of the Legal & Regulatory Obligations Inventory
* Reporting
* Enhance and strengthen quarterly metrics and reporting
* Prepare and distribute quarterly metrics / reporting
* Regulatory Change Monitoring and Management
* Support Legal Teams' horizon scanning efforts
* Support Legal Teams' analysis of applicability and impact of regulatory changes
* Support tracking of implementation of process/control changes and post-implementation reviews
* Provide advice and support on change management plans and execution as needed
* Program Administration
* Perform QA of data on Regology and Archer platforms
* Refine approach and execute QA / validation of alert feed sources / keywords
* Assist with review of new content providers and horizon scanning workflow tools (as needed)
* Support incident management for quarterly risk reporting
* Support stakeholder questions / management
* Support oversight of workflows to ensure that they are functioning properly
* Support policies and procedures drafting and maintenance
* Manage internal team documents and records
* Other project work
* Risk/Control and Data Mapping
* Support LRO, risk and control mapping, including support with implementation of a vendor
* Support data mapping for Risk Assessments / RCSAs / Policies and Procedures
*What we look for in you (ie. job requirements):*
* Track record of building programs / processes from the ground up; in particular experience building and executing regulatory change monitoring and change management programs / processes
* Experience building out a legal / regulatory obligations library or exposure to the process
* Working knowledge of laws, regulations, risk management practices for financial services
* Track record of delivering work to a high quality standard
* Hands-on involvement in developing and producing metrics and reporting
* Strong written/verbal communication, critical thinking and problem-solving skills
* Highly-motivated, analytical, organized, innovative and adaptive
* Good presentation skills, multi-tasking capability, team-oriented, and a self-starter
* Proven ability to work collaboratively with global partners in other functional units
* Flexibility to work extended hours to meet deadlines, when necessary
* Ability to work with limited direction from management
* Expertise in PowerPoint/Google Slides and Excel/Google Sheets
* Juris Doctor
*Nice to haves:*
* Experience with and/or keen interest in cryptocurrency
* Experience working at a law firm and as in-house counsel
* Experience with or previous exposure to financial services regulators
* Experience with project / vendor management
* Experience with technology projects, including the development of business requirement documents (BRDs) and exposure to AI tooling
Job# P74258
\#LI-Remote
*Pay Transparency Notice*: Depending on your work location, the target annual *base *salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility + benefits (including medical, dental, vision and 401(k)).
Base salary range shown. Total compensation also includes equity and bonus eligibility and benefits:
$117,385-$138,100 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations***********************************
*Global Data Privacy Notice for Job Candidates and Applicants*
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required.
*AI Disclosure*
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
$81k-124k yearly est. 60d+ ago
Senior Audit Associate
Abstrakt Marketing Group
Senior associate job in Phoenix, AZ
Full-time Description
About us
Are you ready to elevate your career with a leading CPA firm that values innovation, integrity, and growth? We are developing the 3rd generation of leaders at our 40-year firm. Join our collaborative team where your expertise will be celebrated, and your professional development will be prioritized. Take the next step in your career and join a firm that values your ambitions.
Why Join Us?
· We don't do the ridiculous hours or work weekends!
· Offering hybrid 50% after 6 months
· Comprehensive Benefits Package with generous PTO, many Fridays off, flexible schedules
· Quality clients and tenured staff, passing peer review over the years
Work Description
Most of your work hours will be preparing financial statements, compilations, reviews, audits, and trial balance work. Some of your work hours will be preparing and reviewing tax returns. Also, providing tax strategy, research and planning for clients.
Cutting edge technology for hybrid and in office working. Our software systems have been cloud based for many years. Access to the latest tools and software to enhance your efficiency and expertise.
We offer a collaborative culture, financial security, a comprehensive benefits package including health and life insurance, retirement plan, opportunity for career path growth, generous paid time off, a flexible work schedule, continuing education and an enjoyable work environment.
We only work 48 hours per week (no Saturdays) during the February to April 15th tax season. Then move on to our flex hours with numerous Fridays off schedule.
Salary range negotiable based on experience $90,000 - $110,000 annually
Requirements
· CPA with degree in accounting or tax
· 5-10 years of experience preparing financial statement compilations, review and audits
· Excel and accounting software proficiency (CCH Tax and PFX Engagement)
· Expand our accounting department and cultivate professional team/client relationships
Salary Description $90,000 - $110,000
Are you an experienced accountant that enjoys serving governmental entities? Do you get bored doing the same thing every day and thrive on work that allows you to conquer new challenges daily? Do you find satisfaction in building strong relationships and making a difference in the lives of your peers and clients? If you answered "yes" to these questions, we want to meet YOU!
As Abdo's governmental consulting team continues to grow, we are looking for a SeniorAssociate to join the team. This team provides accounting and financial services to our city, county, and special district clients. Our services include fractional CFO and staffing, long-term planning, budgeting/forecasting, audit preparation, process improvement, utility rate analysis, research/policy drafting, and software implementation.
At Abdo, we're not your typical accounting firm. For us, ‘Lighting the path forward' means that we go well beyond traditional accounting and auditing to deliver solutions that help our clients succeed. We carefully seek out the best people and trust them to make a difference in helping our clients navigate forward with confidence.
Our culture is built on the following principles:
Relationships - We give our best to our clients and to each other.
Growth & Development - We get better every day.
Teamwork - We accomplish great things together.
Key responsibilities include:
Prepare and analyze financial data for city management, state and county regulators, and auditors
Prepare and analyze monthly and quarterly reports
Lead and collaborate on the preparation of an annual budget plan
Maintain financial data, records and reports in accordance to guidelines, procedures, and regulations
Lead and support year-end audit preparation and financial statement preparation
Lead and collaborate on long-term planning
Maintain and recommend improvements for existing reporting processes
Consult and communicate with all levels of client leadership
Prepare journal entries and reconciliations
Provide financial analysis on special projects and initiatives
Ideal SeniorAssociate candidate has:
Bachelor's degree in accounting, finance, related field, or equivalent work experience
3+ years experience working in accounting
Experience in the local government/utility industry and/or governmental accounting
Strong understanding of accounting processes and policies
Knowledge of Generally Accepted Accounting Principles, Generally Accepted Auditing Standards, various software applications and pertinent federal and state regulations
Proficient in advanced MS-Excel functions
Desire to work in a fast-paced environment
Collaborative spirit and adaptability to change
Attracting, developing, and retaining the best employees are our highest priorities at Abdo. Listed as a “Fastest Growing Firm,” recognized as a "Best of the Best" firm and ranked in the Top 200 firms by Inside Public Accounting, we are always seeking talented individuals who can contribute to the continued growth and success of our firm.
If you desire flexibility and control in your work schedule along with recognition for your efforts, Abdo has the opportunity you're looking for! Apply online TODAY!
Flexible Workplace:
Abdo approaches the hybrid work environment through flexible workplace options of working mostly from home or working mostly from the office. We want our people to work where they work best!
Interviews for this position may be conducted via Zoom video.
Additional Information:
At Abdo, we are committed to providing fair, transparent, and competitive compensation that reflects the unique skills and experiences of each candidate. The estimated base pay range for this role is $74,000 - $99,000. Offers are typically made below the maximum to allow room for future compensation increases in the role. The compensation offer will be based on factors such as experience, education, licensure, certifications, skills, and business needs.
All employees have the opportunity to earn discretionary bonuses based on demonstration of extraordinary performance, special projects of significant importance, or other major accomplishments.
Abdo cares about the wellbeing of our team members and offers a comprehensive benefits package to support this. Our benefits package includes:
Medical, dental, vision, HSA with employer match, FSA medical and dependent care, long & short-term disability insurance options
22 days per year of PTO, 8 full holidays, 2 half holidays, 24 hours paid volunteer time, parental and grandparent leave
401(k) plan with employer contributions up to 4.5%
Abdo-sponsored telehealth platform
Technology reimbursement
Half day Fridays June through September
Professional expenses and CPA support and bonus
Benefits offerings are based off benefits eligibility requirements being met. View more information on our comprehensive benefits package on our Careers page.
Abdo LLP is committed to providing equal employment opportunities to all employees and applicants for employment without regard to any legally-recognized basis “protected class” including but not limited to: race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, marital status, or any other characteristics protected under federal, state, or local laws.
If you need assistance or reasonable accommodations through our recruiting process, please email us at *************************.
We will not be hiring candidates from agencies for this position.
$74k-99k yearly 55d ago
Senior Audit Associate
Southwest Accounting Resources
Senior associate job in Phoenix, AZ
Our client, located in north central Phoenix and one of Arizona's largest, locally owned CPA and business advisory firms, is looking for a stellar Senior Audit Associate to join their team. This position will manage clients and staff and will work within several niches including Manufacturing/Retail/Distribution, Restaurants, Construction, Real Estate, and Individual/Estate/Gift.
This position offers a hybrid work schedule and base salary up to $90,000 DOE.
Responsibilities:
Perform field work of audits, reviews and compilations
Prepare financial statements with full disclosures
Plan, supervise and complete routine engagements
Supervise other accountants (of varying levels of proficiency and experience)
Develop new client relationships, and strengthen existing relationships
Recognize opportunities to provide additional services to clients
Assist in firm administrative functions as needed
Background Required:
Minimum 2 years public accounting experience
CPA or CPA Candidate
Self-motivated
Work well in a team environment
Excellent communication skills
Strong analytical skills
Preparation of financial statements and income tax returns
A high understanding of GAAP and OCBOA
A high understanding of GAAS
At least a limited understanding of GAGAS / Yellow Book
Experience in financial statement compilation - both with and without notes
Experience with financial statement audits and reviews
For immediate consideration email your resume to Thyra at thyra@southwestaccountingresources.com
www.southwestaccountingresources.com
$90k yearly 60d+ ago
Deployment, Sr Associate
Shift4 4.2
Senior associate job in Tempe, AZ
Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit ***************
Summary:
The Deployment, Sr Associate is responsible for configuring, imaging, customizing, and shipping POS and credit card equipment, ensuring inventory accuracy, and maintaining compliance with PCI-DSS policies. This role requires independence, attention to detail, and the ability to work under pressure while maintaining high standards of quality, safety, and regulatory compliance.
Responsibilities:
Configure, image, and customize POS and credit card equipment.
Program, test, package, and ship equipment, peripherals, and supplies.
Fulfill daily orders, receive incoming supplies, and maintain accurate inventory.
Work independently in a fast-paced environment, meeting tight deadlines under pressure.
Identify and resolve operational issues promptly using written, oral, or diagram-based instructions.
Maintain full understanding of PCI-DSS policies and Key Injection Facility (KIF) procedures.
Attend and pass periodic PCI compliance trainings and assessments.
Alert supervisor and department director of any conditions that may jeopardize certifications or business operations.
Maintain thorough knowledge of departmental processes, procedures, and company-wide impacts.
Perform miscellaneous duties as assigned.
Qualifications:
High School diploma or GED required; relevant certifications (A+, Net+, Security+, Microsoft) are beneficial.
Frequent lifting of 10-20 lbs, occasional up to 30 lbs, and occasionally up to 50 lbs.
1 year of credit card industry experience (acquiring or issuing) preferred.
Proficient with Word, Excel, Access, Windows applications, and email.
Flexibility to work evenings, weekends, and holidays as needed.
Effective time management, able to work under pressure with limited supervision.
Capable of handling shipments, wrapping pallets, and operating hand trucks or pallet jacks.
Previous experience in PCI-DSS environments or with Hardware Security Modules (HSMs) is a plus.
Meets attendance and performance standards.
#LI-SM2
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
$65k-96k yearly est. Auto-Apply 1d ago
Senior Associate, Strategic Pursuits & Proposals
JLL 4.8
Senior associate job in Phoenix, AZ
JLL empowers you to shape a brighter way.
Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
Overview
The Business Development & Marketing SeniorAssociate contributes to the West regional business pursuit strategy in the development and execution of sales enablement activities. This role provides strategic advice where required and helps to refine and improve materials and processes.
Responsibilities
· Execute proposal strategy by producing customized, high-quality pitches, proposals, RFP responses and client/prospect presentations for new business pursuits and renewals
· Create and maintain pursuit databases and perform data analysis in Studio (proprietary internal AI tech tool) to provide actionable insights and executive summaries for brokerage leaders, potential clients and target industries
· Research and develop the company's unique selling propositions and competitive differentiators using market and competitor intelligence
· Coordinate and participate in internal pursuit debriefs to capture lessons learned and improve processes
· Independently manage mid-level pursuits from start to finish, including kick-off facilitation, timeline management, and rehearsal scheduling
· Provide production support to business development managers on large pursuits by attending meetings, creating presentation materials, and managing content revisions
· Develop expertise across multiple business lines including tenant representation, industrial, agency leasing, property management, retail services and more
· Maintain organized digital asset management through business development file systems to enhance team efficiency and knowledge sharing
· Collaborate with cross-functional teams including design and research departments, and coordinate subject matter expert involvement as needed
Education and experience
· Bachelor's degree in Journalism, Graphic Design, Communications, Marketing, or related field
· 4+ years of related experience in business development or marketing; commercial real estate experience is a plus
Knowledge, skills, and abilities
· Strong project management and organizational skills with ability to handle multiple priorities and meet tight deadlines
· Proficiency in Adobe Creative Suite (InDesign, Photoshop) and Microsoft Office applications (Word, PowerPoint, Excel)
· Exceptional writing, editing and proofreading abilities with keen attention to detail
· Strong analytical skills with ability to synthesize complex information
· Excellent verbal communication
· Technology proficiency with ability to quickly learn new platforms and tools
This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.
Location:
On-site -Phoenix, AZ
If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table!
Personalized benefits that support personal well-being and growth:
JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include:
401(k) plan with matching company contributions
Comprehensive Medical, Dental & Vision Care
Paid parental leave at 100% of salary
Paid Time Off and Company Holidays
Early access to earned wages through Daily Pay
At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.
JLL Privacy Notice
Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.
For more information about how JLL processes your personal data, please view our Candidate Privacy Statement.
For additional details please see our career site pages for each country.
For candidates in the United States, please see a fully copy of our Equal Employment Opportunity policy here.
Jones Lang LaSalle (“JLL”) is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at ******************. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.
Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment.
Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest.
Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate.
Accepting applications on an ongoing basis until candidate identified.
$66k-99k yearly est. Auto-Apply 5d ago
Ultra High Net Worth Client Case Representative, Senior Associate
Vanguard 4.4
Senior associate job in Scottsdale, AZ
Are you passionate about delivering exceptional service and building meaningful relationships with sophisticated clients? Join Vanguard's Advice & Wealth Management Division as an Ultra High Net Worth (UHNW) Client Consultant, where you'll partner closely with Advisors and Relationship Managers to support some of our most valued clients. In this inbound phone-based role, you'll be the first point of contact for UHNW clients-providing differentiated service, resolving complex inquiries, and uncovering additional needs through thoughtful conversations. You'll use the Professional Selling Skills framework to deepen relationships and share critical insights with Relationship Managers in a pooled support model, contributing directly to our relationship management and sales strategy. This is more than a service role, it's a launchpad. This role offers a strong foundation in relationship management, sales, and investment expertise, with opportunities to grow and explore future roles within Advice Wealth Management-such as Relationship Manager, Advisor, or other advanced client support positions. In this role, you will: * Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance. * Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. * Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions. * Collaborate across teams to maintain and enhance the UHNW client experience. * Document client and team feedback to support continuous service improvement with the business. * Build expertise in Vanguard products, services, and industry trends to guide clients effectively. What It Takes * Minimum of three years' experience in Financial Services; client service experience preferred. * Undergraduate degree or equivalent combination of training and experience. * Active SIE and FINRA Series 7 license, and either the Series 66 or the ability to obtain the Series 66 within 90 days of joining. * Ability to build trust and rapport with clients, using a consultative sales model to uncover needs and deliver meaningful solutions. * Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund trade basics. How We Will Support You * Fully paid training and coaching to help you obtain required licenses. * Dedicated onboarding to Vanguard's Advice & Wealth Management business and working model. * Access to development resources, mentorship, and corporate learning opportunities-including support for professional designations such as the CFP-to help you build expertise and grow your career within Advice & Wealth Management Qualifications: * Minimum of three years related work experience in the Financial Services industry. * Experience in client services preferred. * Undergraduate degree or equivalent combination of training and experience required. * This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. Why Vanguard At Vanguard, we believe in supporting our "crew" personally through all life stages. Total potential compensation for this role is $84,000-$92,000 ($70,000-78,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards. In addition, Vanguard provides a competitive benefits package to all employees. Some of our benefits include: * World class training and development programs to equip you with the tools to take the FINRA Series 66. * A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses. * An annual bonus (known internally as Partnership) based on company performance. * 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO. * Industry-leading retirement savings - up to 4% matched contributions, and 10% employer contribution without condition. * Best-in-class medical, dental, and vision coverage with on-site health perks: *
CrewCare: our own onsite health-clinic for you and your loved ones. * ShipShape: onsite fitness center. * LYRA: a program to provide care for your emotional and mental health - how, when, and where you need it, at no cost to you. * Education benefits including tuition reimbursement designed to support you in furthering your education. * Strong parental leave, including adoption and surrogacy, benefits - because we know every family looks different! For a deeper look into our benefits, please visit our Why Vanguard page! Special Factors Vanguard is not offering visa sponsorship for this position. If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Please note, the credit and criminal check requirement does not apply to crew who are currently registered with FINRA. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$84k-92k yearly Auto-Apply 18d ago
Data Domain Architect and Reporting: Senior Associate
JPMC
Senior associate job in Tempe, AZ
Join our core analytics and reporting group in Global Real Estate Finance, where your expertise in Alteryx and AI will drive strategic real estate decisions. Collaborate globally, impact firm-wide strategies, and deliver high-quality automation and analytics. Advance your career by working with senior management and key stakeholders. Enjoy opportunities for growth, skill development, and making a meaningful difference.
As a Space Management Data Domain Architect and Reporting SeniorAssociate in Global Real Estate Finance, you will design and deliver advanced analytics and automation solutions. You will manage and optimize data architecture, collaborate with cross-functional teams, and provide critical insights for strategic planning. Your work will directly influence real estate occupancy, cost allocation, and firm-wide decision-making. You will mentor team members and support global projects, ensuring high standards and impactful results.
Work closely with finance, real estate, HR, and technology teams to manage office portfolio data and support key business decisions. Contribute to the implementation of change efforts and deliver presentations to executive management. Your role will help shape the future of real estate strategies at JPMorgan Chase.
Job Responsibilities
Develop infrastructure and data layer solutions for standardized datasets
Implement data management practices for secure information handling
Manage centralized data and enforce data quality for dashboard analytics
Assess and optimize workforce, location, and data architecture
Automate manual processes using AI and machine learning
Design and develop advanced analytics models and dashboards
Educate and advise stakeholders on AI and analytics
Partner with cross-functional teams for data collaboration
Support key business decisions and change efforts
Deliver presentations and incorporate feedback
Mentor team members in analytics tools and best practices
Required Qualifications, Capabilities, and Skills
Minimum of 3 years of hands-on experience in data analytics
Demonstrated hands-on experience designing, developing, and optimizing Alteryx workflows
Ability to leverage Alteryx for data integration, transformation, and automation
Experience applying AI and machine learning techniques to data analysis
Familiarity with AI/ML frameworks and tools for predictive analytics
Proven ability to analyze and synthesize large, complex datasets
Proficient in managing structured and unstructured data, query languages, and cloud-based tools
Advanced proficiency in Microsoft Excel
Self-motivated and able to work independently
Exceptional problem-solving skills
Meticulous attention to detail and quality assurance
Preferred Qualifications, Capabilities, and Skills
Collaborative team player with excellent interpersonal and communication skills
Capable of managing multiple priorities and performing under pressure
Skilled at organizing and structuring data with strong business context
Experience supporting global teams and projects
Ability to deliver presentations to executive management
Track record of driving progress toward business goals
Experience mentoring and guiding team members in analytics and AI methodologies
$57k-84k yearly est. Auto-Apply 60d+ ago
Pega UI / UX - Senior Associate
PwC 4.8
Senior associate job in Phoenix, AZ
**Specialty/Competency:** Platform Engineering & Architecture **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in integration and platform architecture focus on designing and implementing seamless integration solutions and robust platform architectures for clients. They enable efficient data flow and optimise technology infrastructure for enhanced business performance.
Those in cloud and network architecture at PwC will focus on designing and implementing efficient and secure solutions for clients. You will be leveraging cutting-edge technologies to optimise infrastructure and enhance connectivity.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Respond effectively to the diverse perspectives, needs, and feelings of others.
+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
+ Use critical thinking to break down complex concepts.
+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.
+ Develop a deeper understanding of the business context and how it is changing.
+ Use reflection to develop self awareness, enhance strengths and address development areas.
+ Interpret data to inform insights and recommendations.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Integration and Platform Architecture team, you will design, prototype, and implement user interfaces for Pega-based applications that balance functionality, usability, and aesthetics. As a SeniorAssociate, you will leverage your knowledge in Pega UI components and collaborate closely with business and technical teams to secure designs, meet business objectives and enhance the overall digital experience. This role offers a unique chance to contribute to PwC's Pega design framework and stay current with emerging design trends while enhancing user experiences.
Responsibilities
- Design and prototype user interfaces for Pega-based applications
- Collaborate with technical and business teams to align designs with objectives
- Implement Pega UI components to enhance user experience
- Stay updated on emerging design trends and practices
- Enhance functionality and usability in application interfaces
- Contribute to the development of PwC's Pega design framework
- Analyze user feedback to inform design improvements
- Maintain adherence to quality standards in user interface design
What You Must Have
- Bachelor's Degree
- At least 3 years of experience
What Sets You Apart
- Master's Degree in UI/UX design preferred
- Advanced degree or formal certification in UI/UX design preferred
- Pega Certified UI Specialist or Pega Certified Senior UI Specialist preferred
- Designing intuitive and visually engaging interfaces
- Conducting user research and usability testing
- Creating wireframes, mockups, and prototypes
- Optimizing workflows for scalability and adaptability
- Staying current with emerging design trends
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
\#LI-Hybrid
$57k-81k yearly est. 60d+ ago
Consumer Investments Senior Associate - Manager in Training
Bank of America 4.7
Senior associate job in Chandler, AZ
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
The goal of the Investment Center is to provide a high level of service to Consumer Investments and Merrill clients, supporting trade, service, account maintenance and online access and navigation inquiries. The Manager in Training is a key role in Consumer Investments Client Services to acquire licensing and skills to prepare to lead a team of our Financial Service Representatives and provide exceptional service to our clients. Manger in Training will be responsible for obtaining 9 and 10 through half day dedicated study time and support Sr. Leader initiatives while gaining additional on the job skills.
Enterprise Job Description:
Working in a sales and service environment, incumbents are responsible for assisting team managers with coaching and supervising a team of employees in the Consumer Investments Solutions & Client Services organization. They act as a subject matter expert and peer coach, sharing best practices to help improve customer satisfaction levels, productivity and asset growth. Recommends process improvements.
Become a licensed, registered Manager in Training responsible for the development and achievement of your team in the Consumer Investments Client Services organization.
Responsibilities:
Successfully obtain Series 7, 66, 9 & 10 Licenses
Coach, motivate, supervise or support the broader business and teams
You will deliver exceptional customer experiences by resolving all elevated client issues and teaching client ownership by example
Develop your team through side-by-side coaching, relationship building, call review, consistent coaching and mentoring
Sharpen your focus on compliance and regulatory standards: actively managing risk - reviewing sales practices, trades, communication and all faucets of team activity to ensure responsible growth
Participate in foundational management training, leadership rotations and in-depth role-specific training
The skills you bring to the role:
You are able to understand investments and assist associates and customers with their financial needs
Able to act as an ambassador for our clients with a proven ability to deliver world-class client experience and independently solve problems
Focus on building relationships with teammates
Analytical ability with strong organizational skills; able to manage multiple responsibilities and prioritize
Strong communication skills (verbal, non-verbal, and written) and active listening skills
Availability to work weekends and/or extended hours as required to operate the business
Driving Culture, leading a diverse team, client centric
Managing risk
Required Qualifications:
Series SIE, 7, 66, 9 & 10 required to obtain within 210 days of hire
If already have Series 7 & 66 then 9 & 10 will be required within 120 days hire
Ability to understand investments and assist associates and clients with their financial needs
Focus on building relationships with teammates
Analytical ability with ability to manage multiple responsibilities and prioritize
Strong communication skills (verbal, non-verbal, and written) and active listening skills
Drive culture, leading a diverse client centric team
Proven ability to manage risk - must utilize sound judgment to make business decision for shareholders and clients
Must be client and associate focused
Proven ability to coach and motivate others
Lives the Bank of America Core Values: delivers for clients and shareholders, embraces the power of our people, acts responsibly and promotes opportunity
Desired Qualifications:
Capable of effectively coaching and mentoring team to meet metrics
Ability to effectively manage workload in a fast-paced environment
Excellent interpersonal, leadership and oral/written communication skills
Capable of multi-tasking and working efficiently under stress and high volume
Strong organizational and teamwork skills
Knowledge of Consumer Investments and Merrill systems and clients a plus
Collaborates effectively to get things done, building, and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
For internal employees; participation in a work from home posture does not make you ineligible to post
Additional Skills Used:
Client Experience Branding
Leadership Development
Performance Management
Relationship Building
Sales Performance Management
Account Management
Customer Experience Improvement
Executive Presence
Sales Strategy
Talent Development
Decision Making
Drives Engagement
Recruiting
Strategic Thinking
Workforce Planning
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range$72,800.00 - $99,500.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$72.8k-99.5k yearly Auto-Apply 7d ago
Data Visualization Senior Associate
Jpmorgan Chase & Co 4.8
Senior associate job in Tempe, AZ
JobID: 210669861 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$165,000.00 The CAO Chief Data and Analytics Office team is responsible for the overall data strategy and governance across the firms CAO functions. This function supports Amenity Services, CAO Strategy & Services, Corporate Location Management, Document & Business Services, Global Real Estate, Global Security, Global Supplier Services. As a Data Visualization Associate, you will help our organization manage its data assets, associated data risks, and find the best solutions from our data to drive new business insights, enhance analytics, and streamline reporting. In doing so, we look for improvements ranging from establishing quality data repositories to designing cutting-edge analytic insights utilizing the latest data visualization and machine learning tools.
As a Data Visualization Associate within our organization, you will manage data assets, address associated data risks, and identify optimal solutions to derive new business insights, enhance analytics, and streamline reporting. Your role will involve seeking improvements, from establishing quality data repositories to designing innovative analytic insights using the latest data visualization and machine learning tools.
Job Responsibilities:
* Generate deep insights through the analysis of data and understanding of business processes and turn them into actionable recommendations.
* Manage relationships to one or more corporate functions within the Chief Administrative Office (CAO). Identify areas for business improvement/optimization using data tools, analytics and targeted visualizations
* Develop and deploy rapid prototype solutions to demonstrate ideas and prove concepts.
* Develops relationships across CAO and with key stakeholders.
Required qualifications, skills, and capabilities:
* Extensive QlikView and Qlik Sense development experience, including scripting, row level section access, set analysis, custom configuration/display condition, performance optimization, etc.
* Strong understanding of data modeling, SQL and comfortable with manipulating large, complex and disparate data sets
* Experience with UI/UX Design. Understands target audience, interest in delivering elegant/functional visualizations and willingness to go the extra mile to deliver maximum value to the business
* Conduct efficient meetings while clearly articulating recommendations and solutions
* Provide systematic and detail-oriented approach to managing tasks and ensuring high-quality output
* 3+ years' experience working as a data analyst, dashboard designer, or similar role
Preferred qualifications, skills, and capabilities:
* Experience with Tableau, Alteryx and Databricks a plus
* Demonstrated verbal, written, organizational and presentation skills
* Strong MS Office skills (Excel, Powerpoint)
* 1+ years' experience in client facing (internal business partners) business analysis/relationship manager role
$104.5k-165k yearly Auto-Apply 54d ago
Senior Associate, Product Management: Velocity Black Agent Tools
Capital One 4.7
Senior associate job in Phoenix, AZ
Product Management at Capital One is a booming, vibrant craft that requires reimagining the status quo, finding value creation opportunities, and driving innovative and sustainable customer experiences through technology. We're excited to share that Capital One US has now acquired Velocity Black, a digital concierge company. Take a look at the announcement here (********************************************************************** .
Velocity Black by Capital One harnesses the power of artificial intelligence, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. It's concierge, reimagined for the digital age.
By harnessing 24/7 chat, AI, and mobile payments, we help our customers do more and be more in the digital age. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts. Make a custom request through the app and you will be chatting to our team within 1 minute, 24/7/365.
We are looking for someone passionate about hospitality and the customer experience to work on our Velocity Black Concierge product. You will have the opportunity to work on our internal agent-facing products that enable us to provide excellent service to customers, and be asked to coordinate between stakeholders, engineering, and leadership to build a world class product
**Capital One Product Framework**
In this role, you'll be expected to demonstrate proficiency in five key areas which we consider to be the foundation for successful Product management:
+ Human Centered - Obsesses about internal and external customer needs to reimagine and innovate product solutions
+ Business Focused - Delivers game-changing outcomes by focusing on leverage and execution excellence
+ Technology Driven - Leverages technology to deliver innovative and resilient solutions that enable both near term and long term value
+ Integrated Problem Solving - Identifies and resolves complex problems to deliver outcomes while mitigating product risks
+ Transformational Leadership - Leads cross functional teams to solve customer problems and drive organizational alignment
**As a Velocity Black Concierge product manager, you will:**
+ Collaborate with internal stakeholders to grow and enhance Velocity Black's luxury concierge offering. You will work closely with operations, sales, engineering, and leadership to create a premium experience that exceeds customer expectations.
+ Dream up and deliver new luxury concierge features and experiences in partnership with business partners. You will be responsible for optimizing in-market products though rapid testing and obsessing over the customer experience.
+ Think strategically to prioritize the roadmap in a way that balances multiple priorities including building a product that customers love, meeting the interests of internal partners, and driving value for our growing luxury concierge business.
+ Shape the product development roadmap for new launches and features.
+ Work alongside a passionate and collaborative team to create innovative new concierge experiences.
**We want you if you are:**
+ Intellectually Curious. You ask why, you explore, you're not afraid to blurt out your crazy idea or follow an email chain for weeks to find someone with an answer. Comfortable with ambiguity, a hunger to learn and a seeker of new challenges.
+ Communicator & Influencer. You can communicate complex ideas clearly regardless of your audience. Our team knows their priorities and why they're doing what they're doing. You always can rally associates to work with you.
+ Do-er. You're biased toward action, you try things and sometimes you fail. You can get around roadblocks and stay focused on your goals. You're well organized, able to multitask and able to prioritize your work.
+ Passionate & Customer Focused. You care about growing others and bringing them together around what's possible. You get a thrill from the journey of building and shipping products, and you have a desire and ability to connect with our external or internal customers to fully understand their needs.
+ Learner. You have an appetite to learn new things or new technologies all while exhibiting humbleness when the time comes to ask for help.
+ Team Player. You enjoy working with diverse people and driving the team toward a common goal. You have the ability to put the team before yourself and establish long-lasting relationships.
**Basic Qualifications:**
+ Bachelor's degree or military experience
+ At least 1 year of experience working in Product Management
**Preferred Qualifications:**
+ Currently has, or is in the process of obtaining one of the following with an expectation that the required degree will be obtained on or before the scheduled start date:
+ A Bachelor's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical Engineering, Information Systems or a related quantitative field)
+ A Master's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical Engineering, Information Systems or a related quantitative field) or an MBA with a quantitative concentration
+ Experience translating business strategy and analysis into consumer facing digital products
Capital One is open to hiring a Remote Employee for this opportunity.
_At this time, Capital One will not sponsor a new applicant for employment authorization for this position._
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $101,100 - $115,400 for Sr. Associate, Product Management
McLean, VA: $111,200 - $126,900 for Sr. Associate, Product Management
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$111.2k-126.9k yearly 60d+ ago
Senior Associate, Finance
L3Harris 4.4
Senior associate job in Tempe, AZ
Job Title: SeniorAssociate, Finance
Job Schedule: 9/80: Employees work 9 out of every 14 days - totaling 80 hours worked - and have every other Friday off
Job Description:
The Tempe, AZ site is looking for a finance analyst to join their team. This individual will work in a rewarding, fast-paced environment with high expectations, significantly diverse assignments, and a collaborative team setting.
Essential Functions:
Partner with finance and internal business partners to manage financial actions for the Tempe site, including tracking cash flow, financial planning and analyzing, and proposing corrective actions as appropriate
Responsible for the financial functions associated with the business acquisition process (proposals) and project execution process
Support internal and external audits
Actively participate in process improvement initiatives
Prepares files which support the financial reporting. Ensure that actual cost reported agree to the General Ledger and that all estimates provided by other functional organizations are properly supported
Prepares and tracks budgets and schedules for site expenditures and performs financial analysis such as funding profiles, spending outlook and variance analysis
Manage monthly deliverables requirements ensure timely submittals
Understand significance and relationship of site level orders, sales, OI, ROS, and Cash forecasts
Assist with requests from Sector and Segment as needed
Maintain high attention to detail
Compare current, prior and AOP forecasts and describe differences
Ability to obtain US Security Clearance
Qualifications:
Bachelor's Degree and a minimum of 2 years of prior related experience. Graduate Degree or equivalent with 0 to 2 years of prior related experience. In lieu of a degree, minimum of 6 years of prior related experience.
Prior Microsoft Excel and PowerBI experience
Preferred Additional Skills:
Bachelor's degree in Finance, Accounting, Economics, Management or General Business
Strong analytical and critical thinking skills; ability to draw conclusions from large data sets
Takes initiative in an ambiguous work environment
Strong business writing and communication skills
Self-motivated and strong interpersonal skills, including the ability to work with people of all levels within the organization
Experience and understanding with business financial management techniques including government and commercial contracts, cost analysis, financial planning, cash flow, progress payments and billing milestones
$52k-71k yearly est. 60d+ ago
Partnership Taxation Senior Associate (Operating)
Grant Thornton 4.6
Senior associate job in Phoenix, AZ
As a Partnership Tax SeniorAssociate (Operating), you'll perform compliance for complex tax returns and provide tax consulting services for your individual, trust, partnership, and S corporation clients - all with the resources, environment, and support to help you excel. You'll collaborate with the Partnership Business team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed.
From day one, you'll be empowered by high quality tools and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve more, confidently.
Your day-to-day may include:
+ Support multiple client service teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; actively assist in proposal activities and manage to budget
+ Supervise, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews
+ Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters
+ Respond to inquiries from the IRS and other tax authorities
+ Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
+ Other duties as assigned
You have the following technical skills and qualifications:
+ Bachelor's degree in Accounting
+ CPA preferred
+ Minimum two to six years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience
+ Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, tax compliance, partnership, S corporation, individual and trust returns; proven ability to identify issues and work with specialists in other tax technical areas to resolve issues
+ Experience in working with high-net-worth individuals, owners of closely held businesses, private companies and family offices and a proven track record of implementation of tax strategies
+ Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
+ Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
+ Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
+ Can travel as needed
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#LI-POST
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About Us
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
The team you're about to join is ready to help you thrive. Here's how:
- Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site.
- Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household.
- We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ******************
- When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ******************
Here's what you can expect next:
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************.
Benefits:
We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: **********************************************************
+ Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period.
+ Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
Additional Details:
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ****************.
For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.
$55k-69k yearly est. 60d+ ago
PEPI: Senior Associate, Supply Chain -- Procurement & Sourcing (OPEN TO ALL U.S. LOCATIONS)
Alvarez & Marsal 4.8
Senior associate job in Phoenix, AZ
Alvarez & Marsal Private Equity Performance Improvement SeniorAssociate, Supply Chain: Procurement & Sourcing (OPEN TO ALL U.S. LOCATIONS) Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving the middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.
Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues.
Our PEPI services include:
Supply Chain
Transformation Services
Manufacturing Operations Improvement
Interim Management
M&A Services
CFO Services
A&M's Supply Chain professionals assist our clients in analyzing each part of the supply chain process including Strategic Sourcing and Procurement, Logistics and Distribution, Integrated Demand and Supply Planning to identify value creation opportunities, develop a roadmap to accelerate those opportunities and assist with driving them to our client's bottom line. From our thorough fact-based analysis, we assess the state of the supply chain, identify key risks to investment and quantify potential EBITDA improvement plans.
The PEPI Supply Chain group is a growing business with high growth projected throughout the next two to four years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to international and domestic business assignments.
How You Will Contribute
We are seeking individuals that can lead and deliver project work streams for complex client engagements working closely with Private Equity teams to identify, design, and implement creative business solutions for their portfolio companies.
SeniorAssociates support the following types of workstreams and may be asked to conduct analysis as well as execute with team members to deliver results:
* Gain a comprehensive understanding of a client's procurement organization and strategic sourcing capabilities
* Assist in the development and implementation of sourcing strategies to meet growth and financial objectives through effective integration with forecasting, demand/supply planning, inventory management, and distribution & logistics
* Assist in developing and managing efforts in sourcing and procurement
* Lead supplier identification, approval, contract/pricing negotiations and vendor relations
* Develop implementation plans to drive proposed changes in procurement and sourcing initiatives
* Conduct analysis depending on project scope.
Professional skills:
* Strong written, oral, and analytical skills
* Strong Excel and PowerPoint skills
* Structured project management (time, team and work-stream management)
* Initiative and drive
* Critical thinking skills
* Ability to deliver time-pressured projects on-time and on-quality
* Flexible and creative thinking
* Client relationship building
* Excellent presentation skills
Qualifications:
* 4-7 plus years of consulting or industry experience
* Previous advisory experience from a top-tier strategy firm or Big-4 consultancy REQUIRED
* Preference for industry roles within Sourcing and Procurement functions
* Industry experience in direct and/or indirect categories
* MBA preferred
* Experience managing direct and / or indirect categories
* Demonstrated track record of leading sustainable high-impact strategic sourcing approaches
* Exemplary experience designing end-to-end procurement strategies
* Excellent fact-gathering and analytical skills, including business process mapping and quantitative analysis
* Flexibility to travel up to 80% of the time
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
The salary range is $100,000--$170,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
A&M does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
How much does a senior associate earn in Gilbert, AZ?
The average senior associate in Gilbert, AZ earns between $48,000 and $99,000 annually. This compares to the national average senior associate range of $56,000 to $121,000.
Average senior associate salary in Gilbert, AZ
$69,000
What are the biggest employers of Senior Associates in Gilbert, AZ?
The biggest employers of Senior Associates in Gilbert, AZ are: