Senior associate jobs in Grapevine, TX

Locations: Boston | Chicago | Pittsburgh | Washington | New York | Brooklyn | Miami | Dallas | San Francisco | Seattle | Los Angeles | Manhattan Beach Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. We Are BCG X We're a diverse team of more than 3,000 tech experts united by a drive to make a difference. Working across industries and disciplines, we combine our experience and expertise to tackle the biggest challenges faced by society today. We go beyond what was once thought possible, creating new and innovative solutions to the world's most complex problems. Leveraging BCG's global network and partnerships with leading organizations, BCG X provides a stable ecosystem for talent to build game-changing businesses, products, and services from the ground up, all while growing their career. Together, we strive to create solutions that will positively impact the lives of millions. What You'll Do Growth Architects are responsible for incubating growth thinking into our ventures at every stage, from ideation to customer adoption. They continuously seek to evolve the industry standard for growth marketing best practices, rapidly inventing transformative new strategies to validate, launch, and scale ventures. Their work spans across product, marketing, and technology, and they drive successful growth by leveraging the symbiotic relationship that exists between them. Through a hypothesis-driven, rapid test and learn approach, they strategize, implement, and execute go-to-market activities that ensure best in class customer acquisition, engagement and retention. * Be responsible for input on growth strategy, execution, and optimization for one of our digital businesses * Provide input into multi-channel growth strategy based on product needs * Define, execute, analyze, and optimize A/B and multi-variant tests * Work with the growth team to implement market viability tests * Prepare growth strategy documents, frameworks, and guidelines for internal and external use * Convert insights into action- see customer acquisition process through from ideation to execution * Define and validate core KPIs, such as cost per metrics, retention, ROI and LTV to drive the business * Be agile and iterative in your approach, and relentless in your search for the next unexploited growth opportunity What You'll Bring * 2-4+ years of professional experience in industry, consulting, or agency * Willingness to travel as needed * Hands on experience with paid media tools like Facebook Power Editor and Google AdWords * Experience with analytics tools like Google Analytics, Mix Panel, and AppsFlyer * A proven track record of personal success and ambitious undertakings * A passion for building, bringing to market, and scaling digital products and services * Entrepreneurial spirit to help us shape our growth initiatives and company * Ability to think strategically and creatively: analyze, synthesize, recommend and take actions * Previous marketing or user acquisition and growth experience proliferating consumer facing digital products and * services * Expert communication, presentation, and material preparation skills required * A passion for growth marketing and driving customer adoption * Previous experience at a professional consulting company highly desired * Familiarity with the following techniques: SEO/ASO, SEM, DSPs, social, paid, and community/influencer * development, word of mouth, email marketing, push notifications, traditional, mobile native and web, * programmatic display, etc. * Bachelor's or Master's degree in marketing, business, or a related field. Please note: any degree programs (including part-time) must be completed before starting at BCG. Additional info You must live within a reasonable commuting distance of your home office. As a member of that office, it is expected you will be in the office as directed. This role puts you on an accelerated path of personal and professional growth and development and so, at times, requires extended working hours. Our work often requires travel to client sites. FOR U.S. APPLICANTS: Boston Consulting Company ("BCG") is an Equal Opportunity/Affirmative Action employer. All qualified applicants will be considered for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law. The first-year base compensation for this role is: Growth Architect: $110,000 - $145,000 USD Senior Growth Architect: $157,000 - $190,000 USD In addition to your base salary, you will also be eligible for an annual discretionary performance bonus and BCG's Profit Sharing and Retirement Fund (PSRF) contribution. BCG also provides a market leading benefits package described below. At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees - and their eligible family members. * That's zero dollars in premiums taken from employee paychecks. All our plans provide best in class coverage: * Zero-dollar ($0) health insurance premiums for BCG employees, spouses, and children * Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs * Dental coverage, including up to $5,000 in orthodontia benefits * Vision insurance with coverage for both glasses and contact lenses annually * Reimbursement for gym memberships and other fitness activities * Fully vested Profit-Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan * Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement * Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) * Paid sick time on an as needed basis * Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage. #BCGXjob Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.

The Senior Associate - Governance, Risk, and Compliance will be responsible for the overall design, implementation, and management of the company's enterprise-wide Information Security GRC program. Responsibilities Design, implement, mature, and manage the end-to-end Information Security GRC program, ensuring alignment with the overall business strategy and risk tolerance. Serve as the primary owner and internal champion for the annual SOC 2 Type II audit, coordinating all evidence collection, internal readiness reviews, auditor interactions, and managing the Statement on Controls (SOC) response process. Ensure and document continuous compliance with relevant financial services and mortgage industry regulations (e.g., GLBA, Sarbanes-Oxley (SOX) IT General Controls (ITGC), FFIEC, etc.). Develop, maintain, and enforce comprehensive information security policies, standards, and guidelines that address regulatory requirements and industry best practices (e.g., NIST, ISO 27001). Act as the primary liaison for all internal and external security audits and regulatory examinations, ensuring timely, accurate, and professional responses. Develop and manage a robust process for tracking, validating, and reporting on the remediation of audit findings and control deficiencies. Monitor the regulatory landscape (e.g., CFPB, HUD, state regulations, SEC, etc.) for changes impacting the organization, translating those changes into actionable GRC program requirements. Oversee the Information Security Risk Management lifecycle, including risk identification, analysis, assessment, treatment, monitoring, and communication. Define and manage the security components of the Third-Party Risk Management program, including due diligence, contract reviews, and continuous monitoring of critical vendors. Manage internal and external security risk assessments (e.g., Penetration Tests, Vulnerability Assessments) and track remediation efforts to closure. Prepare and present GRC program status, key risk indicators (KRIs), and compliance metrics to the CISO and other Executive Leadership. Qualifications Required: Bachelor's degree or equivalent in Computer Science, Information Systems Management, Information Technology or other related discipline preferred. 5+ years of progressive experience in Information Security, IT Audit, or GRC within a heavily regulated industry. Deep, demonstrable expertise in financial services and/or mortgage servicing regulations (e.g., FFIEC, GLBA, CFPB, HUD, SOX ITGC). Experience managing a successful SOC 2 Type II audit from preparation through final report issuance. Proven experience in designing and implementing an enterprise-level risk management framework (e.g., NIST RMF, ISO 27005). Desired: CISA (Certified Information Systems Auditor), CISM (Certified Information Security Manager), CRISC (Certified in Risk and Information Systems Control), or CISSP (Certified Information Systems Security Professional) All full-time employees of Two Harbors and its subsidiary companies are eligible for our benefits which include: Medical / Dental / Vision Insurance Life / Disability Insurance 401(k) with company matching Generous Vacation / Paid Time Off (accrual based) Targeted Compensation: $130,000-$170,000 Physical Demands & Working Conditions The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job: The employee is regularly required to talk or hear. The employee is required to sit for extended periods of time and is occasionally required to stand and walk. The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present. About RoundPoint Mortgage Servicing LLC RoundPoint Mortgage Servicing LLC is a fully integrated, non-bank mortgage company, with a subservicing portfolio of approximately 900,000 loans. In 2023, RoundPoint was acquired by Two Harbors Investment Corp. (NYSE: TWO), reaffirming its commitment to MSR as core and essential to our business strategy and our future. A combined Two Harbors and RoundPoint capitalizes on the strengths of both companies, adding significant value for stakeholders through operational and cost efficiencies, as well as the ability to participate more fully in the mortgage finance space as opportunities arise. Founded in 2009, Two Harbors has grown into a leading publicly traded residential mortgage real estate investment trust (mortgage REIT). We leverage our core competencies of understanding and managing interest rate and prepayment risk to invest in our Agency residential mortgage-backed securities (RMBS) and mortgage servicing rights (MSR) portfolio, with the objective of delivering attractive risk-adjusted returns to our stockholders. Location St. Louis Park, MN Employee Status Regular Travel No

When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future. Summary: In this role, you will provide strategic planning, and analytics support for a Vizient/Sg2 member. You will conduct analysis and projects under limited supervision to identify actionable strategic insights and enhance decision making. You will present findings and recommendations to management and/or leadership and provide guidance in selecting alternative approaches. You will assist in training, or mentorship to other team members and bring forward best practices. Responsibilities: * Assist with system-wide strategic planning activities such as strategic service line growth planning, ambulatory network planning, facility planning and system strategic planning. * Utilize skills to produce project deliverables (market share summaries, market scans, ad hoc market intelligence/sizing, service line growth) to enhance value. * Perform advanced analyses, synthesize data, develop initial findings and recommend strategies in support of the strategic and business planning processes as well as executive decision-making. * Demonstrate competency and willingness to learn in all available departmental data platforms (e.g. Vizient/Sg2, state data, Strata, Buxton) and leverage as appropriate for each project. * Establish strong working relationships and active communication with key internal and external stakeholders to effectively manage expectations. * Determine assignment-specific requirements and approach to collecting data (qualitative and quantitative). Leverage an understanding of competitive factors and Vizient/Sg2 differentiators into analysis and synthesize insights. * Leverage advanced data visualization tools to create compelling visual stories, managing advanced data management tools for complex analysis, developing and presenting insights to stakeholders, planning and implementing data strategies, and overseeing medium to large scale projects. Qualifications: * Relevant degree preferred. * 5 or more years of relevant experience required. * Advanced knowledge of MS Suite required. * Strong analytical, database, and spreadsheet skills required. * Strong written and verbal communication skills required. * Experience with SQL, Python, Power BI or Tableau preferred. * Ability to meet deadlines, balance multiple priorities and achieve high levels of productivity while maintaining a high level of accuracy. * Broad knowledge of Vizient/Sg2 portfolio of products and services is preferred. * Healthcare experience highly preferred. Estimated Hiring Range: At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $88,900.00 to $155,500.00. This position is also incentive eligible. Vizient has a comprehensive benefits plan! Please view our benefits here: ****************************************** Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.

At HedgeServ, we're redefining what's possible in fund administration. With more than $700 billion in assets under administration, we partner with the world's most forward-thinking investment managers - across private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech-enabled solutions that drive performance. Our proprietary platform, enhanced by machine learning and robotic process automation, gives clients real-time insights and unmatched control over their operations. Alongside our technology, we offer award-winning service through our team-based approach -- led by a deeply experienced team of industry experts. Our solutions span the full investment lifecycle, including fund accounting, middle office, risk, compliance, tax, and investor services. We're a future-focused company, empowering our people through a robust career development framework, clear career trajectories with structured learning paths, training, and progression plans. We invest in leadership development and in our collaborative culture, creating space for talent to grow. Our corporate values - Relationships, Support, Innovation, and Expertise - create a sense of shared purpose and belonging, and we recognize our employees sit at the core of our success. We continue to innovate and evolve through our employees, working together to achieve our shared vision and mission. HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and fully paid comprehensive health and well-being benefits. We've been recognized as an employer of choice, earning a top 100 workplaces designation. Founded in 2008, HedgeServ has grown into a global organization with over 2,000 experts across the globe, with offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, the Philippines, and Australia. We've earned numerous accolades, including Top Overall Administrator, along with #1 rankings for providing alternative asset services in Accounting, Technology, Client Service, Investor Services, Alternative Fund Expertise, Reporting, and Regulatory Expertise. Job Description As a Fund Accountant in our NAV (Net Asset Value) department, you will be responsible for the execution of challenging tasks, within the guidelines and procedures provided by HedgeServ and under the supportive supervision and guidance of a Fund Accounting Supervisor and Fund Accounting Manager. Integral to your role, is the reconciliation, trade capture, processing of corporate actions and pricing. You will be required to perform these core tasks accurately and in a timely and efficient manner. Every Fund Accountant will receive induction training tailored to key topics related to your role. In addition, there will be client-focused, technical on-the-job training, throughout the course of the graduate program. Please note, this role will be hybrid in Dallas, TX. Visa sponsorship will not be offered at this time. Role Responsibilities The preparation of Cash and Positions Reconciliations Preparation and processing of income and expense accruals Verification and processing of corporate actions Assist in the audit process and financial statement preparation if required Establish and maintain good relationships with internal service departments and clients Attend and participate in team meetings Ensure that HedgeServ's client focused ethos is maintained on a daily basis Pre-Requisite Knowledge, Skills, and Experience Accounting, Economics, Finance, Legal or Business Degree IT Literate with an emphasis on Excel Ability to be flexible, self-motivated and work under pressure to tight deadlines Strong analytical and problem-solving skills Ability to work effectively both within a team structure and independently 2-5 years of experience

Publicis Re:Sources is the backbone of Publicis Groupe, the world's most valuable agency group. We are the only full-service, end-to-end shared service organization in the industry, enabling Groupe agencies to do what they do best: innovate and transform for their clients. Formed in 1998 as a small team to service a few Publicis Groupe firms, Publicis Re:Sources has grown to 6,200+ employees globally. We provide technology solutions and business services including finance, accounting, legal, benefits, procurement, tax, real estate, treasury and risk management. We continually transform to keep pace with our ever-changing communications industry and thrive on a spirit of innovation felt around the globe. Learn more about Publicis Re:Sources and the Publicis Groupe agencies we support at ********************************* The Publicis Re:Sources Guiding Principles define who we are and what we stand for. They reflect the mindset and behaviors that shape how we work, how we support one another, and how we drive progress together. * People First, Driving Success Together * Problem Solving Mindset * Respect Each Other * Partner and Collaborate as One Team * Commit to Quality and Standards * Innovate and Embrace the Future Overview The Senior Associate, Information Security - Forensics is part of a global team and is responsible for incident response of cyber security incidents that are associated with our businesses, clients, and vendors; is technically skilled and ensures incident containment, remediation, and closure. This individual will be expected to work closely with the legal, data privacy, business, and client teams. They should be comfortable with interacting with senior executives, including C-level staff. Salary Range: $100-125K/yr * Visa Sponsorship is not available for this position* Responsibilities * Incident Commander to lead investigation and response of cyber security incidents. * Analyze compromised/potentially compromised systems utilizing forensics tools. * Coordinate evidence/data gathering and document security incident reports. * Manage, review, and present written and oral reports in a pertinent, concise, and accurate manner for distribution to management. * Maintain current knowledge of tools and best practices in advanced persistent threats, tools, techniques, procedures of attackers, forensics, and incident response. * Perform complex forensic investigations into system breaches, data leaks, and system weaknesses. * Provide technical expertise to staff on security incident monitoring, triage, response, threat & vulnerability management, and security analysis. * Provide strategic direction on types of Incident Management activities that will drive efficiencies across company, including automation with AI tools. Qualifications * EDR Experience- CrowdStrike and/or SentinelOne with experience investigating and analyzing malware and other malicious activity. * Experience with forensics tools such as FTK, EnCase, Autopsy to collect and analyze file system artifacts, process history, application artifacts, memory collection and analysis for physical and cloud systems (Windows, Mac, Linux). * 4 or more years of experience in an analytical role of either forensics analyst (Linux, Windows, or MacOS), threat analyst, incident response, SOC analyst, or security engineer/ consultant. * Experience with cloud environments such as: Azure, AWS, GCP - knowing how to collect and analyze logs from Guard Duty/ Defender and CloudTrail, etc. * Familiarity with the MITRE ATT&CK or related frameworks. * Experience developing and managing incident response programs with focus on efficiency through AI development. * Strong communication skills with confidence leading Incident Response calls with different stakeholders; followed by producing detailed incident reports. * Proficient in social engineering, phishing, and related fraud schemes. * Strong general knowledge of security concepts and expertise in network and web application security issues. * Experience with a scripting language such as Python, Bash, PowerShell, or other scripting language in an incident handling environment. Additional information All your information will be kept confidential according to EEO guidelines. This job description in no way states or implies that these are the only duties to be performed by the employee(s) currently in this position. Employee(s) will be required to follow any other job related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an ""at-will"" relations. #LI-DS1

As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. + Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables + Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools + Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region + Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies + Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves + Communicates complex financial/actuarial/analytic results to effectively drive client action + Partners with Global Delivery Centers and Client Service teams to deliver superior project management + Build strong relationships internally and collaborate effectively on cross-functional teams **Qualifications** + 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company + Advanced knowledge of health and welfare products & services + Experience with big data analytic techniques preferred + Advanced knowledge of underwriting and funding concepts + Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget + Desire and ability to expand relationships with clients + Proven ability to identify and resolve issues with limited information and experience + Polished and well developed written and verbal communication skills + Self-starter attitude and ability to work independently and as part of a team + Strong analytical, creative and integrative skills + Ability to direct work of more junior colleagues and provide feedback + Excellent Microsoft Office skills, particularly in Excel and PowerPoint + State Life and Health license required within 90 days of joining + Relevant financial experience and/or university degree + Progress towards completion of health actuarial designation or CEBS designation (optional) Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified. **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). **Compensation** The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year. This role is also eligible for an annual short-term incentive bonus. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) + **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ ) + **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. **EOE, including disability/vets**

As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. * Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables * Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools * Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region * Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies * Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves * Communicates complex financial/actuarial/analytic results to effectively drive client action * Partners with Global Delivery Centers and Client Service teams to deliver superior project management * Build strong relationships internally and collaborate effectively on cross-functional teams Qualifications * 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company * Advanced knowledge of health and welfare products & services * Experience with big data analytic techniques preferred * Advanced knowledge of underwriting and funding concepts * Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget * Desire and ability to expand relationships with clients * Proven ability to identify and resolve issues with limited information and experience * Polished and well developed written and verbal communication skills * Self-starter attitude and ability to work independently and as part of a team * Strong analytical, creative and integrative skills * Ability to direct work of more junior colleagues and provide feedback * Excellent Microsoft Office skills, particularly in Excel and PowerPoint * State Life and Health license required within 90 days of joining * Relevant financial experience and/or university degree * Progress towards completion of health actuarial designation or CEBS designation (optional) Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified. Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). Compensation The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM is looking for a Senior Associate to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice. Responsibilities: Performs financial due diligence for clients who are acquiring and divesting businesses Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements Uses various software tools as designated by the firm Interacts with the other functional areas of the practice including tax, audit and other consulting practices Required Qualifications: A bachelor's degree, ideally with a major in accounting or finance Minimum of 2 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm Excellent verbal and written communication skills Proficient with Microsoft Excel and Microsoft PowerPoint Ability to travel up to 10-15% locally and nationally At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $81,400 - $153,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued colleague on our team, you will assist with risk monitoring and reviews for the organization, coordinate risk mitigation activities, and provide risk mitigation assistance to other groups. THE IMPACT YOU WILL MAKE The SF Counterparty Risk - Risk Analysis - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Assist team with monitoring and identifying risks to a group or the organization. Coordinate risk activities across groups. Analyze & report on risks and collaborate with team to develop solutions. Support team with risk mitigation strategies. Partner with internal review teams and business groups on risk mitigation strategies. Carry out tasks to avoid risks or mitigate their impact. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAM Minimum Experience 2 year's of experience in mortgage production or quality control Strong attention to detail Experience communicating with all levels of an organization Desired Experiences Bachelor's degree or equivalent 5 years' experience in mortgage production or quality control. A strong and balanced sense of urgency with meeting deadlines and achieving goals. Experience with remediation of counterparty review results through root cause problem solving and analysis to develop trending. identify opportunities to improve/enhance existing program content, provide training, and enhance program documentation and communication. Requires familiarity with loan manufacturing and production processes combined with extensive knowledge of specifications and product testing. Excellent verbal and written communication skills required. Can clearly articulate messages to lenders, management, and colleagues. Ability to work well independently and manage multiple tasks with shifting priorities. Ability to provide insights and influence lenders regarding their mortgage loan quality and underwriting processes. Skilled at persuading others, facilitating meetings, and resolving conflict. Qualifications Education: Bachelor's Level Degree (Required) The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form. The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here. Requisition compensation: 94000 to 122000

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. In your role as an Advisory Senior Associate, you will support our Advisory team as we provide strategic guidance, technical advice, and support high-growth and ambitious entrepreneurs and clients in venture capital, private equity, private middle-market enterprise, and global corporations across diverse industries. Advisory Senior Associates at Calvetti Ferguson are valued team members and leaders across a diverse range of project areas including mergers, acquisitions, and divestitures, valuations, technical accounting and reporting, governance, risk, and controls, and technology advisory. A successful Advisory Senior Associate: Seeks to build a diverse and dynamic set of differentiated skills and experiences while developing professionally and personally in a high-performing team Is entrepreneurial, optimistic, views challenges as opportunities and wants to be part of a high-growth business, practice, and team Is agile, adaptive, and comfortable in dynamic and fast-paced environments, including excellent project management and organization skills Is curious, asks insightful questions, and seeks to acquire new skills, experiences, and understanding of the industries and businesses of each client and project Thinks critically, organizes, analyzes and interprets data efficiently and effectively Possesses excellent interpersonal and relationship building skills with teammates, colleagues, and clients to develop and foster trust, commitment, and collaboration Aspires to develop business development skills, firm, practice, and personal branding and be a firm representative in industry and community events Engagements include: Buy-side and Sell-side Due Diligence and Quality of Earnings Entity and Asset Valuations Transaction Readiness Technical Accounting & Financial Reporting Advisory Governance, Risk, and Control Advisory, including SOX and Internal Audit Technology Advisory, including SOC Reports, Cyber Risk and Automation Qualifications A Bachelor's degree in Accounting or Finance. Pursuing Certified Public Accountant (CPA) designation At least two (2) years' professional experience in external audit, transaction diligence, or internal controls advisory. Experience with a Big 4 or other industry-leading CPA firm is an added advantage. Travel approximately 10% Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship. * * * * * NOTICE TO 3rd PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.

Description & Requirements The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements. What You Will Do: * Lead and execute integrated audits in accordance with PCAOB standards, including both financial statement and internal control audits * Evaluate design and operating effectiveness of internal controls over financial reporting (ICFR). * Collaborate with cross-functional teams including tax and IT audit specialists. * Perform detailed audit procedures over various income statement and balance sheet accounts * Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks * Deliver exceptional client service that exceeds expectations through timely, unmatched support while cultivating strong relationships as a trusted advisor and partner in their success * Collaborate proactively with key client management to identify issues and recommend practical solutions. * Take ownership of assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes * Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation. * Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge * Support the proposal process for prospective clients by contributing insights and helping articulate the firm's capabilities and areas of expertise * Collaborate on Forvis Mazars-sponsored technical publications and contribute to internal learning and development sessions to share knowledge and foster team growth * Represent the firm at campus recruiting events, engaging with top-tier university talent to promote the company's brand, share career opportunities, and support early talent acquisition initiative Minimum Qualifications: * Bachelor's Degree in Accounting or related field * 2+ years of relevant audit experience * Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy. * Proficiency in Microsoft Office Suite * Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. Preferred Qualifications: * Master's Degree in related field * Current and valid CPA (Certified Public Accountant) license * Experience with Caseware software for financial reporting and audit documentation * Upstream or E&P experience * PCAOB/ICFR or Integrated Audits experience * Strong understanding of SOX 404, COSO framework, and PCAOB auditing standards #LI-DFW #LI-HL2

Senior Regulatory Associate, Simmons Cancer Center - (909059) Description Senior Regulatory Associate - Simmons Cancer CenterWHY UT SOUTHWESTERN?With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort Worth according to U. S. News & World Report, we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career! JOB SUMMARYJoin UT Southwestern as a Senior Regulatory Associate (RA) in Simmons Comprehensive Cancer Center Education and Training Office for cancer research. In this role, you will be primarily responsible for regulatory support of a specific Disease Oriented Team's (DOT) clinical trials under the leadership of the Cancer Center Associate Director of Clinical Research as well as provide support and backup for other DOTs as needed. The primary role of the regulatory team is to review study protocols, draft consent forms, complete IRB and/or FDA submissions (initial, modifications/amendments, continuing reviews, and study closure), maintenance of essential regulatory documents both electronic and paper, and preparing and facilitating the DOT studies for long term storage at Iron Mountain. In addition, each regulatory team member provides ancillary services such as assisting with and maintaining the CTEP IDs for physicians as well as staff regulatory trainings. This position will also mentor the entry level and mid-level staff on the team. BENEFITSUT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include:PPO medical plan, available day one at no cost for full-time employee-only coverage100% coverage for preventive healthcare-no copay Paid Time Off, available day one Retirement Programs through the Teacher Retirement System of Texas (TRS) Paid Parental Leave BenefitWellness programs Tuition ReimbursementPublic Service Loan Forgiveness (PSLF) Qualified EmployerLearn more about these and other UTSW employee benefits!EXPERIENCE AND EDUCATIONRequiredEducationBachelor's Degree Experience3 years of related experience in review, oversight, or performance management of scientific research projects. May consider experience and education in lieu of requirements PreferredEducationAdvanced degree in health sciences field ExperiencePrevious service on an IRB or IACUC a plus. Licenses and CertificationsCERTIFIED PROFESSIONAL or Previous service on an IRB JOB DUTIESCollaborates closely with the IRB, IACUC, and other regulatory entities at the institution to provide optimal protocol review services for investigators. Prepares, submits, and revises all IRB or IACUC applications. Prepares and submits renewal and audit reports. Maintains working relationships with internal/external departments/agencies and other organizations associated with and/or receiving benefit from associated research projects. Monitors and evaluates research project quality control activities. Trains personnel on IRB, IACUC, and HIPAA compliance, and information security protocols. Recommends new policies and procedures for improvement of program compliance activities. Ensures compliance with applicable laws, regulations, policies, and procedures. Responsible for design, execution, and effectiveness of system of internal controls, which provide reasonable assurance that operations are effective and efficient. Reads literature and attends training and other functions as necessary to keep abreast of relevant scientific, regulatory, and technical developments related to oversight of clinical research. Performs other duties as assigned. SECURITY AND EEO STATEMENTSecurityThis position is security-sensitive and subject to Texas Education Code 51. 215, which authorizes UT Southwestern to obtain criminal history record information. EEOUT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status. Primary Location: Texas-Dallas-5323 Harry Hines BlvdWork Locations: 5323 Harry Hines Blvd 5323 Harry Hines Blvd Dallas 75390Job: Professional & ExecutiveOrganization: 371014 - SCC-Clinical Research OfficeSchedule: Full-time Shift: Day JobEmployee Status: RegularJob Type: StandardJob Posting: Nov 19, 2025, 10:31:02 PM

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

JOB DETAILS: Title: Deal Advisory Services Senior Associate Classification: Full-time; Exempt Department: Deal Advisory Services Office expectations: Monday - Thursday in office; remote on Fridays if desired How We Work Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? Participate in and lead financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management Prepare/evaluate pro forma financial information Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management Evaluate effects of seasonality and cyclicality on cash flow requirements Assist with writing detailed reports and perform financial statement analysis, including the quality of earnings, potential liabilities and risks, and the impact of findings on the valuation of the target company Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions Member of engagement teams with senior client executives, attorneys, investment bankers, and private equity investors Grow skills to reinforce relationships with current and prospective clients of the firm How Will You Get Here? Bachelor's degree in Accounting required; Master's degree preferred CPA license or CPA eligibility preferred 2-3 years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, or transaction advisory services experience (experience related to mergers and acquisitions or financial due diligence preferred) Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, or transaction services Ability to independently manage multiple projects and act autonomously while being a team player Capable of independently performing research of industries, markets, economies, etc. Excellent written and verbal communication skills Strong time management skills and ability to meet deadlines in a fast-paced environment Proficiency with Microsoft Office, primarily Excel Willingness and ability to travel when necessary Why Should You Apply? Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans) Voluntary Dental and Vision Insurance 17 Annual Firm holidays, with extended breaks around July 4 th and year end 20 days PTO for Salaried Employees Paid Maternity and Parental Leave 401(k) with Profit Sharing Discretionary Bonus Program Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees Health & Wellness Program Pet Insurance Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************* . All employment is decided on the basis of qualifications, merit, and business need. #LI-HYBRID

Investment Team Associate or Senior Associate About the Role A diversified financial services firm is seeking an Investment Associate or Senior Associate to support a newly launched strategy focused on providing capital solutions to private equity sponsors. In this role, you'll be an integral member of a team deploying capital on behalf of the firm's balance sheet and third-party investors in fund finance transactions, with a particular emphasis on NAV lending. This is an exciting opportunity for a candidate with ties to Dallas to build a career in fund finance with significant growth potential. For more information about this firm, please apply to this job. Key Responsibilities Origination: Support the investment process including sourcing, initial investment screening, and pipeline management Diligence: Conduct detailed research on transaction portfolios and sponsor capabilities; and quantitative analyses supporting investment underwriting Underwriting: Preparation of materials for Investment Committee consideration including investment memoranda, supporting documentation and analyses, and financial modeling Monitoring: Management of the GP Solutions investment portfolio including review and synthesis of quarterly and annual reporting investment sponsors, internally constructed valuation analyses, preparation of quarterly and annual investment activity and performance reporting for investors, and annual third-party audit support Professional Experience & Qualifications 2+ years of transaction-oriented experience with a particular focus on candidates who have completed an Analyst program within a leading investment bank; Undergraduate degree with exceptional academic achievement; Extensive financial modeling skills and experience in Excel; Extremely intellectually curious and highly self-motivated; Exceptional written and oral communication skills; Personal interest in investing and Private Equity; and Desire to reside in Dallas for the long term Salary Salary is $192,000 - $224,000, depending on experience. About Soul Equity Solutions Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies. Our boutique recruiting experience is highly bespoke and curated to our clients' needs. This firm is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Unity Search has partnered with a boutique real estate consulting firm seeking to add a Finance Associate to their team. This company has an incredible reputation in the market. Everybody gets their own office here, and they have a sharp team along with a young/team-oriented culture. This opportunity is hybrid, with Monday - Thursday being in the office and Friday's being remote. Depending on experience, this opportunity will pay up to 100k + bonus. Some of the responsibilities include: Perform market analyses to evaluate market potential for development of proposed projects Perform various financial analysis Prepare and be involved with presentations, both to clients and senior management Progress towards more financial modeling duties Assist with development of business and strategic plans, proposals and presentations Conduct other ad hoc / special projects Some requirements are: 1-4 years Big 4, Investment Banking or Top Tier Consulting experience Client service experience highly preferred GPA of 3.5 or higher

Job DescriptionSalary: Senior Power BI/ Azure Associate Employment Type: Contract-to-hire in 6 months The ideal candidate will have extensive experience with Power BI, Azure Data Factory or Synapse Pipelines solutions and eco-system. The Senior Technical person will play a critical role in analyzing business requirements, designing and implementing solutions, and providing insights to drive business decisions. It will also include engaging with Finance & other domain users and owners, and collaborate with the rest of the IT team to deliver business insights leveraging available Analytics tools including Power BI for a global multinational organization. Responsibilities: Data Integration & ETL Develop and maintain data pipelines using Azure Data Factory (ADF) or Synapse for ingesting, transforming, and loading data from multiple sources. Implement data orchestration, parameterized pipelines, and monitoring for reliability and performance. Data Modeling & Warehousing Design and optimize data models in Azure Synapse Analytics or Azure Databricks to support analytics and reporting. Work on star schema, data lakehouse structures, and performance tuning for large datasets. Collaborate with data architects to maintain data governance and security standards. Reporting & Visualization Develop interactive Power BI dashboards and reports that translate complex data into actionable insights. Build and manage Power BI datasets, measures (DAX), and row-level security (RLS). Work closely with business stakeholders to understand reporting needs and deliver user-friendly solutions. Optimization & Automation Monitor data workflows for performance and cost efficiency. Implement automation for recurring processes and ensure high data quality. Collaboration & Documentation Collaborate with cross-functional teams (Data Engineers, Analysts, Business Users). Maintain clear technical documentation for pipelines, models, and dashboards. Qualifications Bachelor's degree in IT or related field. Must be able to work in the US. SoHo Dragon does not provide visa sponsorship. 6-10 years of hands-on experience in data development and analytics. Strong expertise in: Microsoft Power BI (DAX, Power Query, data modeling, and visualization). Azure Synapse Analytics (SQL, dedicated SQL pools, serverless queries). Azure Data Factory (pipelines, linked services, dataflows). Solid understanding of SQL, data warehousing principles, and ETL concepts. Experience with Azure Data Lake, Azure Blob Storage, or similar cloud storage systems. Strong analytical and problem-solving skills. Ability to work in an agile, fast-paced environment.

At JPMorgan, we are not merely seeking job applicants; we are in search of team members who are eager to effect change and make a significant impact! As a Quantitative Data & Analytics - Senior Associate within the Consumer and Community Banking Data & Analytics organization, you will be responsible for supporting advanced analytics projects across various operational functions, channels, and products. Your role will be crucial in enhancing customer experience by ensuring the provision of complete insights. Job Responsibilities: Support and lead partnerships with key stakeholders and product groups with strong understanding of business drivers, underlying data, and processes. Lead the development, reporting, and visualization of performance metrics and KPIs. Use analytical tools such as trend analysis, segmentation, optimization, and other techniques to improve business function performance. Collaborate with the Area Product Owners to formulate quantifiable goals for measurement; advise on strategies and experimentation required to achieve business goals. Provide management with self-service tools to explore and report on current trends of key metrics. Analyze interactions across a variety of channels to better understand customer journeys, friction points, and program performance. Prepare and deliver presentations summarizing sharp insights and conclusions, often for executives, in regularly-scheduled analytics meetings chaired by the analyst in this role. Support our team's current production reporting environment, including answering questions from stakeholders, troubleshooting issues, and enhancing these processes. Ensure compliance with established controls and regulatory requirements in all analytics activities. Contribute to innovation and creativity within the team by actively proposing new ideas and approaches to improve processes and support effective solutions. Required Qualifications, Skills and Capabilities: 5+ years of related experience. Bachelor's degree in a quantitative or related field required. Proficiency in SQL, Python, Alteryx, and Tableau. Excellent strategic thinking and problem-solving abilities. Strong project management skills with the ability to manage multiple projects simultaneously. Experience delivering analytics solutions following an Agile (Scrum or Kanban) methodology. Familiarity with data mining, statistical modeling, machine learning, and other advanced analytics methods. Robust data management skills with a focus on ensuring data quality and organization. Demonstrated ability to independently make the decisions and judgements necessary to deliver quality analytics solutions. Effective communication skills, both written and verbal. Preferred Qualifications, Skills and Capabilities Knowledge on how to integrate with APIs preferred.

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