Senior Associate, Custody Product Operations
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 Custody Product Operations team is responsible for ensuring the smooth operations and support of Coinbase Custody's products and services. As the complexity in the digital asset space grows, this team plays a key role in maintaining high standards of risk mitigation, control, and client experience. You'll own initiatives to reduce risk, enhance efficiency and fortify operational workflows. By managing projects that optimize processes, implement controls and enhance the client experience, you'll play a key role in strengthening our position as the industry leader in digital asset custody and driving revenue growth.
*What you'll be doing (ie. job duties):***
* Develop and execute critical workflows for custody product operations and support teams.
* Support Custody product and feature launches with a focus on asset management, internal readiness and client experience.
* Maintain documentation including operational procedures, support materials and internal databases.
* Continuously identify and advocate for improvements to tools and processes to enhance operations and support workflows.
* Triage and prioritize product features and enhancement requests.
* Plan, execute, monitor and ensure successful completion of programs focused on scaling institutional operations and the client experience.
*What we look for in you (ie. job requirements):***
* 5+ years of experience managing projects, processes or client support operations.
* Strong product operations or project management skills with a focus on risk reduction and efficiency gains.
* Effective communication, problem solving and analytical skills.
* Motivated by Coinbase's mission and a client centric mindset.
* A data-driven approach to problem solving and continuous improvement.
* Proven track record of effective cross-functional stakeholder management, driving successful outcomes, anticipating potential risks, roadblocks and dependencies.
* Support our mission to be the most trusted counterparty through responsible growth and prudent operational controls.
*Nice to haves:*
* Background in financial services, digital assets or a highly-regulated industry.
* Experience advocating for prioritized enhancements to tools, systems or procedures.
* Comfort adapting to changing priorities in a fast-paced environment.
Job #: P74526
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)).
Pay Range:
$130,900-$154,000 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
Senior Associate Wealth Planner
Senior associate job in Scottsdale, AZ
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support our Wealth Advisors in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations, eventually serving as a lead advisor for certain clients. This role has a built-in opportunity to evolve into a lead advisor on our team in Scottsdale.
Primary Responsibilities
Assist the Wealth Advisor in the management of existing client relationships.
Lead certain client relationships independently, potentially growing into serving as the primary advisor for certain client relationships over time. Present portions of client meetings and communicate with clients independently.
Knowledgeable of internal solutions for client base, including other service lines within Cerity Partners. Naturally, this will evolve over time.
Assist advisory team with onboarding of new clients, working with each new client to ensure accurate completion. Coordinate submission with the custodian for processing along with other advisory team members. Quarterback the experience for new clients through onboarding.
Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Ideally, position will have comprehensive knowledge of investment accounts, products, and the forms/processes required to transact business.
Proactively interact with clients and assist in creating outstanding client experience.
Perform research on stocks, bonds, securities, solutions, & other products when requested.
Assist in the communication of all service requests as a main point of contact for certain clients.
Build financial plans for prospective clients and prepare recommendations.
Appropriately utilize the CRM system (Salesforce), utilize financial planning software (eMoney).
Involvement in company committees and/or firm-wide initiatives.
Required Qualifications:
Bachelor's degree
Series 65
Working toward CFP , CPA, JD, CHFC, or another approved advanced designation/degree
3+ years financial planning, estate planning, and/or tax planning/preparation experience
Skills and Competencies:
Proficient in developing wealth planning and investment recommendations and able to present to clients when applicable.
Proficiency in all CSA functions, plus:
Ability to talk to clients independently.
Completion of CPU levels 100-300.
Ability to train and mentor CSA's.
Ability to develop wealth planning and investment recommendations and present to clients when applicable.
Demonstrate strong and effective leadership skills through clear communication and collaboration with others.
Strong interpersonal and networking skills with both external clients and internal collaboration.
Working knowledge of e-Money, Salesforce a strong plus.
Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions.
Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
Must accept and thrive in a fast-paced, changing environment.
Tenacious about doing what is right for the client - always.
Physical Requirements:
Prolonged periods sitting at a desk while working on a computer or in conference room setting.
Compensation Range:
$90,000-120,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance - day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.
Auto-ApplySenior Associate
Senior associate job in Scottsdale, AZ
We are looking to meet an outstanding professional to join us as a senior associate. We are recruiting in all of our core practice areas: financial reporting, valuation services, and HR advisory. Senior associates receive high-impact training to prepare for direct client engagement exposure and a rapid progression to client management.
We serve the accounting and HR executive teams at Fortune 500 companies and beyond, assisting in the design, valuation, and accounting for compensation programs and other financial instruments. Our projects lean on finance, accounting, economics, and data analytics, equipping you with experience in rigorous analysis, packaging and presenting recommendations to C-level audiences, and data visualization.
If you enjoy problem-solving, are comfortable excelling in client service and geeking out with technical models, and have a collaborative, client-focused mindset, then we would like to meet you and discuss this exciting role. After an introductory discussion, we will work with you to determine which practice group would be the best fit.
The Senior Associate Role at Equity Methods
As a Senior Associate, 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 advanced processes to create outsized client value. You will be on a fast track to the consultant role, which is heavy in client interaction, supervising associates, building out new client engagements, publishing, and much more.
Senior Associates in the Financial Reporting Practice will
:
Complete initial training in financial reporting engagements, ranging from broad technical training on the relevant finance and accounting concepts to the tools we use to design controlled reporting processes (e.g., working in SAS). This launch period prepares you on the fundamentals so that you intimately understand the work you will soon be supervising.
Design, implement, and document processes to proactively manage risk and inject thoughtful control measures to ensure adherence with accounting standards, plan specifications, and client's needs.
Review deliverables and own successful client service outcomes. Contribute to packaging and framing to clients. Identify and lead process improvement initiatives.
Participate 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.
Senior Associates in the HR Advisory Practice will
:
Complete initial training in compensation projects, ranging from broad-based compensation issues to incentive design to statistical pay equity analysis.
Contribute to compensation strategy projects, in which we are engaged by public and pre-IPO companies to recommend new broad-based incentive programs that support critical business objectives.
Capture recommendations and analytics for external and internal audiences in superbly structured and clear PowerPoint presentations and Excel worksheets.
Perform research using clients' 10-K and proxy statements to form viewpoints on market compensation practices, including pay levels, incentive structures, corporate governance, disclosure, and equity dilution.
Senior Associates in the Valuation Services Practice will
:
Complete initial training in valuation projects, ranging from standard option-pricing techniques to Monte Carlo simulation for more exotic instruments.
Design, develop, and test Monte Carlo simulation models to value various securities including equity compensation awards containing a market condition as well as a range of other financial derivatives.
Design and implement the underlying data handling processes of valuation consulting engagements in which analytics are performed on historical data to inform forward-looking option-pricing assumptions.
Communicate results with clients and provide support to external audit firms auditing the work.
Serve as a primary contact for clients, spanning oversight of the core work to relationship management.
Our Culture and Method of Doing Business. We are:
Zealous about exceptional client service and delighting every client, large or small.
Lean and agile-we don't have manager layers that get to sit back and just talk.
Growth-oriented-both in welcoming new clients into the fold and seeing professional development in our outstanding colleagues.
Feedback-heavy-because that's how to unlock growth.
Mentoring-rich-we're not a competitive, eat-what-you-kill culture, and our consultants achieve professional growth via hands-on client experience and feedback from leaders.
All about impact-our professionals love the opportunity to make an impact on clients, each other, and the long-run trajectory of the business.
Eager to solve clients' toughest problems-because that's where the greatest impact is created even though these challenges are riddled with ambiguity and complexity.
Devoted to plain-language deliverables that clients find easy to consume and yet rigorous-because clients value our ability to make the complex simple for them.
Not a 9-to-5 job-because all the above items just take time, even for very smart and efficient people.
Qualifications & Requirements:
1 - 5 years of experience in a relevant consulting field, including public accounting, corporate finance, litigation support, economic or valuation consulting, tax, management/strategy consulting, or related.
Prior experience in compensation, programming, or data analytics is not required. Excel skills are needed.
Bachelors or Masters in a business discipline that relates to the role.
Ability to quickly grasp complex accounting, finance, and economics principles and apply them to real-world fact patterns.
Exceptional time and stress management skills in light of needing to manage a plate of complex projects with various deadlines, many of which are in flux.
Strong detail- and accuracy-orientation. Successful candidate must demonstrate attention-to-detail with regard to internal/external communication, developing deliverables, and modeling.
Ability and willingness to think critically and solve “out-of-the-box” problems independently.
Background check required.
More About Equity Methods
Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. Our clients span the 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.
Auto-ApplyCybersecurity CMMC Senior Associate
Senior associate job in Phoenix, AZ
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (************************************************** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey.
In support of our growing Information Assurance & Cybersecurity Solutions (************************************************************************ practice, we have an excellent opportunity for candidates with significant CMMC or FedRAMP experience working in a professional services firm or within corporate GRC, IT, Internal Audit, Cybersecurity, or Compliance teams to join us as a **Senior Associate** with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource consistent with delivery needs.
In addition to being an early leader in building our CMMC practice, you will be involved in a variety of other engagements that IA/Cyber team provides, and you will be working significantly across a variety of consulting, governance, readiness assessments, risk management and remediation efforts, and attestation/certifications services for clients with the following areas of focus:
+ CMMC
+ FedRAMP, StateRAMP, TXRAMP
+ NIST (NIST 800-171, NIST 800-53)
If you are an active learner with a growth mindset, good at managing clients and projects, want to be part of a growing team, use your existing knowledge sets and teach others, let's have a conversation.
**What your days look like:**
Senior Associates support the delivery of consulting and attestation services. As a Senior Associate you will help understand client needs, perform gap assessments, identify and document control environments, identify design or operating effectiveness gaps, vulnerabilities, audit exceptions, develop recommendations to management, and assist management with policy DocDev and controls implementations. Skill sets desired include the ability to:
+ Ensure effective project delivery, including quality control and oversight supervision, assisting with adequate planning, execution, and direction to manage to budget and to quality
+ Identify areas to improve project delivery (process improvement)
+ Regarding attestation and certification services delivery, support the development of strong work papers in conformance with the firm's methodology/standards and participation in report drafting
+ Maintain a strong client focus by understanding the client's business needs while developing productive working relationships with client personnel to accomplish project objectives
+ Multi-task across multiple clients and compliance standards, while still maintaining appropriate attention to detail
+ Work with (lead, teach, support, and communicate) offshore resources to deliver projects where practical and where available
+ Utilize your experiences to teach others in the practice on new approaches, execution strategies, compliance standards, etc.
**What you need for this role:**
+ Bachelor's Degree, preferably in Information Security, Information Systems, Computer Science, Cybersecurity or Accounting
+ Relevant professional certification (CMMC CCA or passed CCA with pending background)
+ Minimum 2+ years of experience with controls assessments or consulting externally or leading internal controls implementation and/or SSP DocDev or attestation services for CMMC or FedRAMP
+ Willingness to learn and deliver, in a consulting and attestation services model, on compliance standards that you may have little to no experience with
+ Outstanding relationship management, written and verbal communication, as well as presentation skills
+ Ability to travel to client sites as need, not expected to exceed 25%
**What you can expect from us:**
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
+ The opportunity to innovate and do work that motivates and engages you
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
+ Flexibility to do impactful work and the time to enjoy your life outside of work
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures
**Benefits Information:**
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
**Pay Range:**
$89,993 - $140,300
**About Cherry Bekaert**
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit *******************************
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Healthcare Financial/Actuarial Senior Associate
Senior associate job in Phoenix, AZ
As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry.
+ Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables
+ Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools
+ Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region
+ Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
+ Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
+ Communicates complex financial/actuarial/analytic results to effectively drive client action
+ Partners with Global Delivery Centers and Client Service teams to deliver superior project management
+ Build strong relationships internally and collaborate effectively on cross-functional teams
**Qualifications**
+ 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company
+ Advanced knowledge of health and welfare products & services
+ Experience with big data analytic techniques preferred
+ Advanced knowledge of underwriting and funding concepts
+ Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget
+ Desire and ability to expand relationships with clients
+ Proven ability to identify and resolve issues with limited information and experience
+ Polished and well developed written and verbal communication skills
+ Self-starter attitude and ability to work independently and as part of a team
+ Strong analytical, creative and integrative skills
+ Ability to direct work of more junior colleagues and provide feedback
+ Excellent Microsoft Office skills, particularly in Excel and PowerPoint
+ State Life and Health license required within 90 days of joining
+ Relevant financial experience and/or university degree
+ Progress towards completion of health actuarial designation or CEBS designation (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
Healthcare Financial/Actuarial Senior Associate
Senior associate job in Phoenix, AZ
As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry.
* Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables
* Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools
* Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region
* Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
* Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
* Communicates complex financial/actuarial/analytic results to effectively drive client action
* Partners with Global Delivery Centers and Client Service teams to deliver superior project management
* Build strong relationships internally and collaborate effectively on cross-functional teams
Qualifications
* 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company
* Advanced knowledge of health and welfare products & services
* Experience with big data analytic techniques preferred
* Advanced knowledge of underwriting and funding concepts
* Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget
* Desire and ability to expand relationships with clients
* Proven ability to identify and resolve issues with limited information and experience
* Polished and well developed written and verbal communication skills
* Self-starter attitude and ability to work independently and as part of a team
* Strong analytical, creative and integrative skills
* Ability to direct work of more junior colleagues and provide feedback
* Excellent Microsoft Office skills, particularly in Excel and PowerPoint
* State Life and Health license required within 90 days of joining
* Relevant financial experience and/or university degree
* Progress towards completion of health actuarial designation or CEBS designation (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
* Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
Senior Precision Medicine Associate- FSP
Senior associate job in Phoenix, AZ
Parexel FSP has an exciting opportunity for a Senior Precision Medicine Associate. This role works closely with line Manager, Precision Medicine, and other key personnel to implement and operationalize Precision Medicine goals within client clinical trials. Manages central laboratory and specialty vendors on low to moderately complex clinical trials. Performs other duties as necessary to
ensure optimal clinical trial execution.
**Key Accountabilities** **:**
**Study Team Support**
+ Collaborates within cross functional study teams
+ Presents at investigator meetings and creates training materials (lab manual, sample collection procedures and presentation slides)
+ Manages acquisition of clinical trial samples
+ Provides support for sample related matters to clinical study teams
+ Works with Informed Consent Form (ICF) Specialist and Precision Medicine Operations Lead (PMOL) to ensure compliance with ICF permissions
**Operational Support of Biomarker and Exploratory Analysis**
+ Assists PMOL with vendor selection and oversight
+ Executes biomarker plans in collaboration with the study team and PMOL
+ Provides input to clinical trial related documents under the supervision of the PMOL
**Selection of Central Laboratory and Specialty Vendors**
+ Prepares Request for Proposal (RFP), reviews and assesses bids and statements of work
+ Manages biomarker vendors for low to moderately complex clinical trials
+ Coordinates capabilities presentations by third party vendors
**Central Laboratory and Specialty Vendors Management**
+ Communicates with academic collaborators
+ Participates in oversight activities with vendors and supports audits as required
**Data Acquisition and Management**
+ Supports information exchange and maintains data integrity
+ Provides guidance and training to clinical sites, collaborators and vendors under supervision of the PMOL
+ Supports sample and data reconciliation activities
**Compliance with Parexel standards**
+ Complies with timely completion of required training curriculum
+ Completes timesheets accurately as required
+ Submits expense reports as required
+ Updates CV as required
+ Maintains a working knowledge of and complies with Parexel processes, ICH-GCPs and other applicable requirements
**Skills** **:**
+ Effective problem-solving skills with internal and external stakeholders
+ Comfortable presenting to internal and external audiences
+ Proficient in written and spoken English required
+ Proficient in local language, as applicable, preferred
+ Project management and organizational skills
+ Ability to effectively multi-task and prioritize
+ Ability to work in a global matrix environment
+ Proficiency in widely used technologies and ability to learn client applications (especially Microsoft Excel)
+ Problem solving abilities, troubleshooting, resourcefulness, and attention to detail
**Knowledge and Experience** **:**
+ Minimum of 6 years relevant industry experience is required
+ Science background and working knowledge of a wide array of medical terms, biological assays including proteomics, cellular assays and genomics
+ Understanding of bioethics of human biospecimen collection and research
+ May require oncology experience
**Education** **:**
+ Bachelor of Science degree or equivalent
+ Biology or equivalent major preferred
\#LI-REMOTE
EEO Disclaimer
Parexel is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to legally protected status, which in the US includes race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Governmental Consulting Accountant - Senior Associate
Senior associate job in Scottsdale, AZ
Job DescriptionSalary:
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!
AsAbdo's governmental consulting team continues to grow, we are looking for a Senior Associate 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, were 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 Senior Associate candidate has:
Bachelors 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 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 youre 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.
Senior Testing Associate
Senior associate job in Scottsdale, AZ
Key Responsibilities:
• Analyze business requirements and technical specifications for completeness, redundancy, ambiguity and testability. • Define and identify testing scope, risks, develop test designs, and prioritize test cases. • Able to give input on high level estimate for testing effort.
• Perform impact analysis of found defects based on detailed review of requirements, user-stories, and other key project artifacts.
• Build, understand, and execute test cases based on the software's function.
• Perform intensive testing of all new and existing programs to ensure they are free of errors and function as intended.
• Clearly document the results of system testing and report testing progress.
• Review test cases from other team members and provide constructive feedback.
• Perform various types of testing including regression, integration, and system testing.
• Recreate failures in support of production validation.
• Assist in determining proposed solutions for defects.
• Keeps up on the latest industry and consumer trends by attending educational workshops, reviewing professional publications, Internet research, establishing personal networks, and/or participating in professional societies.
Abilities:
• Excellent communication skills; interacts with external, as well as internal clients for the purpose of data gathering and test case writing. This includes both verbal and written communication skills.
• Ability to ensure all documentation is in order to facilitate audit requirements.
• Excellent documentation skills of test case results.
• Ability to work as part of a team towards a common goal with a flexible attitude.
• Excellent analytical skills and attention to detail.
• Strong analytical and problem-solving skills.
• Strong decision-making skills.
Senior Associate, SPA
Senior associate job in Tempe, AZ
About the Team
As one of DoorDash's core operations teams, CXI ensures that when there are bumps in the last mile, there's always someone there to help make things right. We design, manage, and operate DoorDash's largest team, aiming to deliver an outstanding customer experience as efficiently and reliably as possible. As a part of that larger CXI team, the Operational Excellence team focuses on reaching and connecting with one of our most important audiences: employees. The role works with senior leaders and cross-functional partners across every part of DoorDash's business. A roll-up-your-sleeves attitude, meticulous attention to detail, an ability to understand and impact CXI strategies and priorities, a true team spirit, and the ability to juggle projects and competing priorities make this role so effective. This role will require deep expertise in building and nurturing relationships within teams and cross-functionally, communicating effectively with different audiences, and collaborating as a creative contributor and thought partner.
About the Role
We're looking for a strategic, operationally-minded program owner to lead CXI-wide offsite planning, executive engagement programming, and cross-functional feedback activation. Who is highly autonomous and execution-minded. This role will also serve as a core project manager and thought partner for org-wide initiatives, ensuring clarity, accountability, and delivery across key programs. This is a high-visibility role that requires strong stakeholder management, comfort with ambiguity, and the ability to see around corners.
You're excited about this opportunity because you will…
Lead Offsite Program Strategy
Own end-to-end offsite planning for CXI-wide org and functional pods
Manage offsite OKRs, satisfaction metrics, timelines, and budgets
Build documentation and templates to drive consistency and scale
Own Cross-Functional Project Management
Lead special projects tied to evolving org needs (e.g., WeSupport, new campaigns, etc.)
Collaborate with multiple stakeholders across People, Strategy, CXI site leadership, and CXI Communication
Operate as a reliable driver of progress, defining deliverables, owning timelines, anticipating blockers, and facilitating accountability
Activate Feedback Loops
Lead quarterly EngageMe@ roundtables and post-survey action planning
Track DRIs and outcomes to ensure feedback is reviewed, acted on, and communicated back (in partnership with CXI comms)
Partner with leadership and HR to close the loop with transparency and clarity
Run Leadership Moments
Drive production of Town Halls and AMAs for CXI senior leaders.
Own run-of-show planning, speaker support, deck development, comms.
Partner with CXI Comms and Ops partners to ensure execution excellence in operations during the event. Address any issues or concerns promptly to maintain a positive experience.
We're excited about you because…
You have a Bachelor's degree or equivalent experience
You have 4+ years of experience in project management, process improvement, stakeholder management, and customer-facing support operations experience.
You are an innovative and creative thinker who can articulate a compelling narrative and get down to the lowest level of detail in order to bring it to life.
You are customer-obsessed, always seeking to understand better the multifaceted audience you're trying to reach, what kind of information they crave, and how to deliver it to them most effectively.
You possess an excellent ability to influence people and project management skills, with the ability to inspire while managing multiple time-sensitive projects under tight deadlines.
You are confident in engaging all levels of internal stakeholders and have a track record of working effectively with senior leadership and a broad range of cross-functional partners.
You are a highly motivated self-starter with the passion to take on more than your daily responsibilities.
You enjoy being a team player and demonstrate a one-team, one-fight attitude.
You can thrive in a fast-paced, constantly changing work environment while managing multiple deadlines simultaneously and pivoting as needed.
You enjoy problem-solving and the opportunity to think outside of the box.
Why You'll Love Working at DoorDash
We are leaders - Leadership is not limited to our management team. It's something everyone at DoorDash embraces and embodies.
We are doers - We believe the only way to predict the future is to build it. Creating solutions that will lead our company and our industry is what we do -- on every project, every day.
We are learners - Everyone here is continually learning on the job, no matter if we've been in a role for one year or one minute.
We are customer-obsessed - Our mission is to grow and empower local economies. We are committed to our customers, merchants, and dashers and believe in connecting people with possibility.
We are all DoorDash - The magic of DoorDash is our people, together making our inspiring goals attainable and driving us to greater heights.
We offer great compensation packages and comprehensive health benefits.
Notice to Applicants for Jobs Located in NYC or Remote Jobs Associated With Office in NYC Only
We use Covey as part of our hiring and/or promotional process for jobs in NYC and certain features may qualify it as an AEDT in NYC. As part of the hiring and/or promotion process, we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound from August 21, 2023, through December 21, 2023, and resumed using Covey Scout for Inbound again on June 29, 2024.
The Covey tool has been reviewed by an independent auditor. Results of the audit may be viewed here: Covey
About DoorDash
At DoorDash, our mission to empower local economies shapes how our team members move quickly, learn, and reiterate in order to make impactful decisions that display empathy for our range of users-from Dashers to merchant partners to consumers. We are a technology and logistics company that started with door-to-door delivery, and we are looking for team members who can help us go from a company that is known for delivering food to a company that people turn to for any and all goods.
DoorDash is growing rapidly and changing constantly, which gives our team members the opportunity to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting employees' happiness, healthiness, and overall well-being by providing comprehensive benefits and perks including premium healthcare, wellness expense reimbursement, paid parental leave and more.
Our Commitment to Diversity and Inclusion
We're committed to growing and empowering a more inclusive community within our company, industry, and cities. That's why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel.
Statement of Non-Discrimination: In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status. Above and beyond discrimination and harassment based on “protected categories,” we also strive to prevent other subtler forms of inappropriate behavior (i.e., stereotyping) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to success have no place at DoorDash. We value a diverse workforce - people who identify as women, non-binary or gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American, Hispanic or Latinx, Native Hawaiian or Other Pacific Islander, differently-abled, caretakers and parents, and veterans are strongly encouraged to apply. Thank you to the Level Playing Field Institute for this statement of non-discrimination.
Pursuant to the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Initiative for Hiring Ordinance, and any other state or local hiring regulations, we will consider for employment any qualified applicant, including those with arrest and conviction records, in a manner consistent with the applicable regulation.
If you need any accommodations, please inform your recruiting contact upon initial connection.
Auto-ApplyUltra High Net Worth Client Case Representative, Senior Associate
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 7 and 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.
Auto-ApplySenior Audit Associate (Arizona)
Senior associate job in Phoenix, AZ
SENIOR AUDIT ASSOCIATE - ARIZONA (candidates can reside anywhere within the State)
Location: Must reside in Arizona (no exceptions). Candidates living in the following cities are strongly preferred, but it is not a requirement:
Phoenix, Tucson, Mesa, Chandler, Scottsdale, Glendale, Gilbert, and Tempe
Join a one-of-a-kind CPA firm that focuses on a real work/life balance. One of our newest and fastest-growing CPA partner firms located in Mesa, Arizona offers a culture that is focused on having fun at work while taking great care of their clients. They provide all levels of accounting and consulting services to the Governmental industry. For your talent, they offer a competitive compensation and benefits package in an environment that promotes camaraderie and teamwork.
We are currently seeking a Senior Audit Associate to provide exemplary service to the firm's growing client base of governmental clients. If you are a self-motivated, detail-oriented, and well-organized individual who works well independently and in a team environment, then
APPLY TODAY!
The Senior Audit Associate who joins our amazing team will be highly motivated and a desire to expand their knowledge of
Government Auditing Standards
. In addition, this individual will bring proven accounting and auditing experience, multi-client exposure, and the ability to excel in a dynamic, fast-paced environment. This role requires a detail-oriented professional who thrives in both team and client-facing settings and can adapt quickly to shifting priorities. Is that you?
Our Ideal Candidate:
Has 2 - 5 years of accounting / audit experience.
Has multi-client experience and the ability to work in fast-paced environment with shifting priorities.
Works well in a team environment: excellent interpersonal and collaboration skills, ability to respond and exceed client expectations promptly and professionally.
Attentive-to-detail and able to meet hard deadlines without exception.
Working knowledge of Microsoft Office suite.
Ability to effectively work remotely and on-site when required.
Ability to recognize and protect confidential and sensitive information and exercise strict discretion when disseminating or sharing information.
Responsibilities may include and are not limited to:
Become familiar with current accounting principles and auditing techniques.
Assume responsibility for various aspects of an audit.
Provide accurate, timely, and relevant recording, reporting, and analysis of financial information.
Identify and communicate engagement issues as well as engagement progress in a timely and organized manner.
Assist with preparation of financial statements, footnote disclosures and management letters.
Assist with preparing not-for-profit tax filing requirements.
Handle sensitive information in a confidential manner.
Coach and mentor lower-level audit staff, and review their work.
Job Type: Full-time
Work Arrangement: In-office / at the client site
Opportunity to work Remote or Hybrid: No
Hours: This position operates as part of a US Southwest-based team, with typical working hours aligning with MST (Mountain Standard Time) to facilitate effective collaboration.
Compensation: This position offers a competitive salary range of $70K - $85K annually, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:
Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.
#LI-BP1
Auto-ApplySenior Associate, Assurance
Senior associate job in Tempe, AZ
Description & Requirements The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements.
What You Will Do:
* Perform detailed audit procedures over various income statement and balance sheet accounts
* Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks
* Deliver exceptional client service that exceeds expectations through timely, unmatched support while cultivating strong relationships as a trusted advisor and partner in their success
* Collaborate proactively with key client management to identify issues and recommend practical solutions.
* Take ownership of assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes
* Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation.
* Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge
* Support the proposal process for prospective clients by contributing insights and helping articulate the firm's capabilities and areas of expertise.
* Collaborate on Forvis Mazars-sponsored technical publications and contribute to internal learning and development sessions to share knowledge and foster team growth
* Represent the firm at campus recruiting events, engaging with top-tier university talent to promote the company's brand, share career opportunities, and support early talent acquisition initiatives
Minimum Qualifications:
* Bachelor's Degree in Accounting or related field
* 2+ years of relevant audit experience
* Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy.
* Proficiency in Microsoft Office Suite
* Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Preferred Qualifications:
* Master's Degree in related field
* Current and valid CPA (Certified Public Accountant) license
* Experience with Caseware software for financial reporting and audit documentation
#LI-PHX
#LI-HL2
Health and Benefits - Senior Associate
Senior associate job in Tempe, AZ
As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions.
The Role:
Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include:
Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day to day contact for clients
Proactively advising clients and providing superior client service
Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies
Engaging specialist resources and subject matter experts in health management, absence and disability management, pharmacy, data analytics and compliance
Supporting the generation of new business by participating in prospecting opportunities as part of a broader team
Building relationships internally and collaborating effectively on cross-functional teams
Mentoring junior colleagues
The Requirements:
6+ years' experience in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor
Desire and ability to expand relationships with current clients
Polished and well developed oral and written communication skills
Self-starter attitude and ability to work independently and as part of a team
Flexibility and proven ability to identify and resolve issues
Strong analytical, creative and integrative skills
Excellent Microsoft Office skills, particularly in Excel and PowerPoint
State Life and Health license required within 90 days of joining
CEBS designation, or health and welfare actuarial or underwriting training desired
This role will be on a Hybrid Setup
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Auto-ApplySenior Analytics Solutions Associate
Senior associate job in Tempe, AZ
Data Security Investigations is responsible for identifying and analyzing employees viewing and taking action on JPMorgan Chase deposit accounts, debit cards, and credit cards in order to identify internal fraud and/or code of conduct violation. Our business unit utilizes a wide range data sources, processes, and tools that requires a high level of confidentiality and complexity. The team provides a feed of its findings into to Global Security and Investigations, Human Resources, Legal and Risk.
As a Senior Analytics Solutions Associate in the Data Security Investigations team, you will develop and enhance internal frisk strategies to identify potential internal fraud/code of conduct incidents, contribute and implement updates for technical processes and functions in order to increase business efficiency, improves analysis capabilities. You will develop new report strategies developed in SAS and will need to understand how inputs and outputs are generated within a wide range of data repositories, perform statistical analysis in order to determine the appropriate criteria and thresholds and perform root cause analysis to validate the accuracy of the criteria. Additionally, your function will synthesize large volumes of data and provide systemic enhancements to the risk strategies, monitoring tools, new report and process development, as well as troubleshoot system and reporting issues.
Job Responsibilities:
Create report strategies through SAS coding in order to deploy new risk strategies.
Update design or data in production report, change to schedule, compiling data for report, refresh report, report generation, distribution.
Resolve defect resolution, access administration, unplanned break fix, resolve data issues, training, user support.
Perform Ad Hoc Reporting Requests: One-off queries, answering one-time business questions, point in time request, non-production reporting.
Conduct in-depth and detailed oriented business analysis to provide insights/root causes for business performance and identify new operational and process opportunities.
Perform Data Analytics: General analysis of business, general data analysis, support for ad hoc analytic requests, business case development
Perform Process Monitoring and Analytics: Information gathering, time and motion analysis, data exploration.
Own and coordinate multiple projects with competing priorities
Identify opportunities, understanding business requirements, collecting / analyzing data, validating and making recommendations
Present analyses / recommendations in verbal and written form to executive leadership and business partners including Risk, GS&I, HR, and Legal.
Required Qualifications, Capabilities and Skills:
Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Operations Research or similar) or related work experience demonstrating abilities and knowledge.
2+ years of SAS//Python programming experience.
3+ years of relevant analytics experience especially in Retail banking and Cards in strategic analytics/ Data Analytics within Banking / Financial Services / Analytics industry
Extensive experience in SAS and SQL, and databases such as Oracle GOS/Snowflake/Teradata
Strong analytical, technical and statistical skills.
Ability to synthesize / analyze diverse and large amounts of data, develops recommendations, and makes decisions.
Project Management Skills -- well-organized, structured approach.
Ability to achieve tight timelines on complex deliverables, also manage and prioritize projects across cross-functional groups.
Strong communication and interpersonal skills, ability to interact with individuals across departments / functions and with senior-level individuals.
Self-starter, works well independently and as a team player
Must be adaptable to changing work priorities to address fast-moving fraud trends
Preferred Qualifications, Capabilities and Skills:
Alteryx and Tableau experience a plus
Work Schedule: Monday - Friday, 8:00 am - 5:00 pm | Hybrid: In-Office 3 days
This position is not eligible for visa sponsorship.
Auto-ApplySenior Associate/Senior Counsel - Trial & Defense
Senior associate job in Phoenix, AZ
We are seeking a Mid-Level or Senior Litigation Attorney to work with our practice focused on the defense of complex product liability matters (environmental, asbestos, talc, etc.) and commercial disputes, working with policyholders, brokers, London Market and other domestic and international insurers in this space and in relation to other latent type insurance claims.
Responsibilities
You'll gain experience in:
* Taking depositions, attending hearings, and mediations as required;
* Drafting pleadings and briefs;
* Preparing correspondence to colleagues and clients;
* Conducting legal research using Westlaw/Lexis/Nexis;
* Drafting interrogatories and document demands;
* Reviewing document collections in preparation for litigation;
* Submitting filings to the court.
Education and Experience
* J.D./LLM;
* Admission to practice in California is required;
* Commercial litigation experience is required;
* Asbestos/toxic tort experience is ideal;
* Court room experience including motions is required;
* Trial experience is required.
Skills and Ability
* Exceptional legal writing and communication skills;
* Strong interpersonal skills:
* Ability to manage and prioritize multiple projects;
* Ability to identify and resolve problems quickly.
The open position is for an attorney located in Phoenix, Los Angeles, Orange County or San Francisco, but we are also open to other locations (must be licensed to practice in CA) for the right candidate.
Why Join Us?
At Clyde & Co, we believe in supporting your professional growth while ensuring you have the flexibility and benefits you need to thrive. Here's what you can look forward to:
* Hybrid Work Flexibility - Enjoy a perfect balance between remote and in-office work.
* Flexible Paid Time Off - Attorneys are trusted to use their professional judgment to take paid time off as needed.
* Performance Bonuses - In addition to annual performance-based bonuses, our monthly bonus plan gives you the opportunity to earn up to $2,000 per month!
* Student Debt Repayment - Eligible attorneys receive a non-taxable monthly payment of $250 applied toward a qualified higher education student loan.
* Referral Rewards - Earn generous bonuses for introducing talented colleagues to our team.
* Mentorship & Career Growth - Access strong mentorship, global training programs, and career development support.
* Engaging Culture - Participate in exciting social events, volunteer and community service initiatives, and professional development opportunities.
* Inclusive Parental Leave - Six months fully paid, for all parents regardless of gender or path to parenthood.
* Global Mobility Program - Participate in client-facing events across North America and explore our international offices.
* Career Development: Access regional and global associate training and career development programs.
* Comprehensive Health Benefits - Medical, dental, and vision coverage for you and your family.
* Robust Disability Coverage - Comprehensive short-term and enhanced long-term disability plans.
The salary range for this position is $160,00-$210,000. The range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
The Firm
When you work at Clyde & Co, you join a team of 500 partners, 2,400 lawyers, 3,200 legal professionals and 5,500 people in nearly 70 offices and associated offices worldwide. Our values are the principles that guide the decisions we make, unite us in our endeavours and strengthen our delivery, for both our clients and our firm. We work as one, excel with clients, celebrate difference and act boldly. We are committed to operating in a responsible way by progressing towards a diverse and inclusive workforce that reflects the communities and clients it serves. We are devoted to providing an environment in which everyone can realise their potential, using its legal and professional skills to support its communities. We do this through pro bono work, volunteering and charitable partnerships, and minimising the impact it has on the environment, including through our commitment to the SBTi Net-Zero standard and the setting of ambitious emissions reduction targets.
Our Commitment
Clyde & Co is proud to be an equal opportunities employer. Our values encourage us to support fairness, celebrate diversity and prohibit all forms of discrimination in the workplace to allow everyone to excel at work. Therefore, we welcome and encourage all applications from suitably qualified individuals, regardless of background or identity. Learn more about our interview process.
A Note on Privacy
Please take a moment to read our privacy notice.. This describes what personal information Clyde & Co (we) may hold about you, what it's used for, how it's obtained, your rights and how to contact us as a data subject.
If you are submitting a candidate as a Recruitment Agency Partner, it is an essential requirement and your responsibility to ensure that candidates applying to Clyde & Co are aware of this privacy notice.
This is the job description as constituted at present; however, Clyde & Co reserves the right to reasonably amend it in accordance with the changing needs of the business.
SAP BRIM Consultant - Senior Associate
Senior associate job in Phoenix, AZ
**Specialty/Competency:** SAP **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
Those in SAP Customer at PwC will focus on providing consulting services for SAP Customer Relationship Management (CRM) applications. You will analyse client requirements, implement CRM software solutions, and provide training and support for seamless integration and utilisation of SAP CRM applications. Working in this area, you will enable clients to optimise customer relationship management processes, enhance customer satisfaction, and achieve their strategic objectives.
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 SAP Consulting team you are expected to demonstrate success with clients' business and IT teams to understand key business goals and translate those to a SAP BRIM (Hybris Billing) solution. As a Senior Associate you are responsible for analyzing complex problems, mentoring others, and maintaining elevated standards. You are responsible for focusing on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical knowledge.
Responsibilities
- Engage with clients to understand business goals
- Translate goals into SAP BRIM solutions
- Analyze and resolve complex issues
- Mentor and support junior team members
- Maintain exceptional standards in deliverables
- Build and maintain client relationships
- Develop a thorough understanding of business contexts
- Navigate and manage complex scenarios
What You Must Have
- Bachelor's Degree
- 3 years of experience
What Sets You Apart
- Proven success in eCommerce/multichannel commerce consulting
- Proficiency in SAP BRIM (Hybris Billing) solutions
- Experience defining project scope and implementation plans
- Proficiency with hybris application-based solutions
- Knowledge of issues in technology, automotive, retail sectors
- Experience leading technical development efforts
- Proficiency in designing and deploying hybris solutions
- Ability to evaluate new support processes and tools
- Collaboration with Technical, Solution, Sales, Pricing teams
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
Data Visualization Senior Associate
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
Auto-ApplySenior Procurement Associate
Senior associate job in Scottsdale, AZ
This role is onsite(5 days onsite) in Arizona. Who We Are: At West, we're a dedicated team that is connected by a purpose to improve patient lives that has been at the center of our Company for more than a century. Our story began when Herman O. West solved the problem of supplying penicillin in mass quantities to the US Government during World War 2. Through our work to deliver thousands of life-saving and life-enhancing injectable medicines to millions of patients daily, West's indelible mark on the healthcare industry has just begun. A name started our story. How will yours help write our future?
There's no better place to join an inclusive community of professionals with opportunities for lifelong learning, growth and development. Supported by benefit programs, we empower the physical, mental, emotional and financial health of our team members and their families.
We believe in giving back to help those in need in the communities where we live and work. And are equally committed to creating a healthier environment and planet through our sustainability efforts.
Job Summary
* The Senior Procurement Associate serves as a strategic partner to the Site's Operations Management Team, focusing on key risk mitigation and procurement initiatives to create total cost value.
* This role involves leading site-specific supplier negotiations, supplier development, and project management facilitation for supplier-related projects.
* The position requires liaising between the site and global strategic sourcing, promoting supplier improvements and cost efficiencies, and supporting site goals linked to global strategic sourcing objectives.
* This position will be reporting to the Senior Site Procurement Manager.
Essential Duties and Responsibilities
* Lead the end-to-end procurement processes across assigned sites, including supplier selection, negotiation, contracting, and implementation for locally managed projects and services.
* Develop and execute site-specific sourcing strategies and plans to ensure alignment with procurement goals.
* Serve as the primary procurement liaison between site stakeholders and Global Strategic Sourcing teams, ensuring effective communication of global sourcing initiatives.
* Cultivate strong relationships with key suppliers and internal stakeholders to drive continuous improvement, innovation, and cost efficiency.
* Implement and manage a supplier scorecarding process to ensure supplier performance, compliance, and service-level delivery.
* Mitigate supplier and procurement risks affecting site operations through proactive risk management.
* Provide in-depth spend analysis and initiate requests for competitive bids to enhance procurement decision-making.
* Key Performance indicators will include and not be limited to metrics such as savings, payment terms, spend management, compliance, supplier relationship, risk mitigation and aligning to the procurement goals set forth annually.
* Collaborate cross functionally with Quality, Finance, HSE, or others to ensure procurement activities align with site-level objectives.
* Act as an escalation point and provide support or resolution in addressing site-specific direct material issues, collaborating with relevant teams to execute the strategies and drive overall site improvements.
* Adhering and understanding the West policies to support operational excellence.
* Other duties as assigned.
Education
* Bachelor's degree or related equivalent work experience in Procurement, Supply Chain, Manufacturing, Engineering, Finance, or related field.
Work Experience
* 5 years related business experience required or master's degree with 4+ years of experience.
Preferred Knowledge, Skills and Abilities
* MBA and Six Sigma Green Belt preferred.
* Medical device manufacturing experience preferred.
* Certification from the Institute of Supply Management or related preferred.
* Proficient in Microsoft Office, PowerPoint, MS Project, and systems like SAP, Spend Analyzer, and Agile.
* Strong analytical skills with the ability to interpret complex business situations and resolve intricate supply chain issues.
* Excellent organizational skills enabling effective task prioritization and delegation with minimal supervision.
* Outstanding communication and presentation skills, with the ability to engage effectively at all organizational levels.
* Proven ability to lead cross-functional teams, influence, motivate, and mentor colleagues.
* Strong decision-making skills and attention to detail.
* Demonstrated expertise in supply chain management, strategic sourcing, inventory management, and contract management.
* Familiarity with and adherence to company procurement, safety, quality, and standard operating procedures.
* Self-driven with the capability to motivate and mentor others, ensuring effective collaboration and task execution.
* Strong attention to detail paired with excellent time management and versatility in handling multiple tasks.
* Comprehensive understanding of business operations and the ability to ensure effective decision-making in a procurement context.
Travel Requirements
10%: Up to 26 business days per year
Physical Requirements
Sedentary-Exerting up to 10lbs/4kgs of force occasionally, and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.
#LI-DJ1
West embraces diversity and equality of opportunity. We foster an environment where all individuals are safe, treated fairly, valued and respected. We do not discriminate on the basis of race, religion, color, national origin, gender, sex, gender identity, sexual orientation, age, marital status, veteran status, disability status or other applicable legally protected characteristics. Where permitted by law, employment with West Pharmaceutical Services, Inc. or any of its subsidiary or affiliate companies, is contingent upon the satisfactory completion of post-offer background screening and/or drug screening.
Senior Associate, Restructuring
Senior associate job in Scottsdale, AZ
Restructuring Senior Associate, Alvarez & Marsal Scottsdale Office 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
As a Restructuring & Turnaround Senior Associate, you will have the opportunity to work alongside professionals recognized as authorities across a diverse set of industries, and with the guidance of the most talented restructuring practitioners, you will drive changes that preserve and create value, impacting the world's most recognized organizations, and their people.
How you will contribute
You will be working closely with companies across a variety of industries to help underperforming businesses navigate their restructuring process and create a lasting positive impact on the organization.
We advise on every aspect of the restructuring process - from the strategy, to cash conservation/liquidity management, to business plan development and implementation - providing you with a wide range of experiences and projects. Leveraging your resourcefulness and independent judgment, you will help develop solutions to critical problems to improve an organization's overall performance and enterprise value by developing and executing restructuring and turnaround plans. You will be applying your analytical skills and deep understanding of accounting and finance to a diverse range of projects in turnaround, restructuring, bankruptcy and performance improvement. Your involvement with these projects will typically include:
* Building and managing 13-week cash flow forecast.
* Building a liquidation analysis to address feasibility of Plan of Reorganization.
* Working with client to create a long-term business plan in order to track and manage business performance, manage working capital, and implement cost reduction initiatives.
* Implementing cash conservation strategy and controls.
* Developing pre-bankruptcy plans and assisting with bankruptcy case administration, which includes supporting the handling of creditor constituents and preparing bankruptcy documents.
* Supporting marketing initiatives by assisting with the pitch preparation process.
* Leading a work stream within a project and coaching and mentoring junior resources.
Working as a partner to our clients by building consultative relationships, you will develop an in-depth understanding of the client's processes, financial positions and key operational performance drivers to surface and address key issues, from the big picture to the smallest details. Relying on your ability to communicate and problem solve; you will present your analyses and insights to a variety of audiences.
At A&M you will have the opportunity to work on the most disruptive restructuring and turnaround projects in the industry and the world. You will be working alongside senior management and a team of experienced A&M professionals from a variety of backgrounds that bring a wealth of industry depth and knowledge. Relying on your ability to effectively handle pressure in stressful situations and prioritize multiple work streams, you will work in a fast paced, deeply collaborative team environment. You will build rapport and develop credible relationships with clients, legal counsel and investment bankers, and be relied on to proactively communicate with your team, external parties and client leadership.
Qualifications
* At least 6+ years of work experience in corporate restructuring, investment or commercial banking, and/or consulting or corporate positions with a financial or accounting focus, 4+ years of which is direct restructuring experience.
* BA/BS degree and/or MBA/MS in Accounting, Finance, or other related analytical fields.
* Advanced Microsoft, PowerPoint, and Word skills a must.
* Professional certifications such as Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications preferred.
* Understanding of the fundamental aspects of Chapter 11 proceedings.
* Advanced level of experience in financial modeling with ability to build 13-week cash flow forecast and 3-statement financial models with limited oversight.
* Excellent organizational and problem-solving skills.
* Excellent verbal and written skills, with the ability to communicate with all levels of client personnel.
* Commitment to living A&M's cultural values: integrity, leadership, objectivity, inclusive diversity, and fun.
* Team player who can excel in a fast-paced, entrepreneurial, challenging work environment.
* Willingness to travel 100%.
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.
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 periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan 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.
The salary range is $160,000 - $185,000 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.
#LI-KH2
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.