Data Protection and Privacy Senior Associate - Business Process Reviews
Senior associate job in Kansas City, MO
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Ethics, Compliance, and Risk Management (ECRM) supports our people in managing the risks that arise during our daily working lives. We work closely with all parts of the organization to identify, manage and monitor risk, providing coordinated advice and assistance on independence, conflicts, compliance, regulatory, policy, security issues, as well as dealing with claims and any queries regarding ethics.
**The opportunity**
We are operating in an increasingly connected world that is changing how to manage risk. With fast-paced technology advancements, new innovations within emerging technologies, and an ever-challenging regulatory environment, it is business critical for our organization to identify not only the risks but the opportunities these present to us. As a Data Protection & Privacy Senior Associate, you will support processes within the Ethics, Compliance, and Risk Management (ECRM). Our brand depends on it. It's all part of our long-term commitment to building a better working world and in return, you can expect plenty of opportunities to take on new responsibilities and develop your career.
**Your key responsibilities**
As part of the EY Americas Data Protection (Confidentiality, Data Privacy) function, you will maintain visibility over and perform data protection due diligence activities around business processes and processing activities (i.e., Activity Privacy Impact Assessments (APIAs)). You will help to interpret data protection and privacy laws and policies, determine required actions to standard and non-standard situations, and make recommendations based on firm guidance, professional standards, subject matter expertise, and acquired experience.
**Skills and attributes for success**
+ Supports the Compliance function of the Data Protection program as needed, including but not limited to:
+ Conducting data protection due diligence reviews of business processes and data processing activities in order to enable EY compliance with legal/regulatory, EY firm, and EY client data protection and privacy requirements,
+ Developing procedures operationalizing data protection compliance measures, and monitoring and assessing adherence to implemented controls,
+ Collaborating with various functions within the organization, such as Talent, Finance, Service Line Quality, and business teams to maintain visibility over evolving and new processing activities and bake in Data Protection compliance measures as appropriate, and
+ Creating reports on various data protection compliance activities to be delivered to key program stakeholders, including senior leaders within the organization;
+ Assists the Data Risk Management function of the Data Protection program as needed, including but not limited to:
+ Documenting, conducting, and assisting others with investigations of data incidents (i.e., instances of loss, theft, or inappropriate disclosure of confidential/personal information); collaborating with clients, internal functions, and EY service lines to understand root cause, assess impact, and develop remediation plans, and
+ Developing and maintaining EY confidential and personal information inventory, in partnership with EY internal functions and service lines, to understand types of information that require protection and to fulfil data protection regulatory requirements (e.g., Records of Processing Activities (ROPA)).
+ Continuously maintains and expands knowledge of field of expertise and communicates new developments and resulting impact to program stakeholders and team members; and
+ Participates in various ad-hoc Data Protection and Privacy projects, as needs develop.
**To qualify for the role, you must have**
+ Strong verbal and written communication skills
+ Solid understanding of relevant firm business and area wide data protection issues and concerns
+ Strong problem-solving skills
+ Flexibility and the ability to take the initiative
+ Ability to right-size risk
+ Strong research skills
+ Strong project management skills; ability to successfully handle multiple tasks
+ Good working knowledge of information systems and common software packages
+ Bachelor's degree or equivalent work experience; Graduate degree or Juris Doctorate preferred
+ 1-4 plus years related experience
**Ideally, you'll have**
+ Ability to reference existing firm data protection and privacy policies as well as knowledge and experience to review complex situations and assist in proposing solutions
+ Strong knowledge of relevant global, national, and local data protection laws, regulations, and standards, as well as familiarity with other risk management initiatives outside of their specific area
+ Sound understanding of high-level technology trends and issues surrounding data protection
+ Privacy certification from ISACA or the International Association of Privacy Professionals (e.g., CIPP, CIPM, CDPSE, AIGP)
**What we look for**
We're interested in people that will be able to right-size risk and recommend creative solutions to complex problems, as well as make significant contributions to complex Risk Management projects.
**What working at EY offers**
We offer a competitive compensation package where you'll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 18 days of paid time off with additional time based on your level and years of service plus 12 observed holidays, and a range of programs and benefits designed to support your physical, financial and social well-being.
**About EY**
As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.
**If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.**
**Join us in building a better working world. Apply now.**
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $71,700 to $130,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $86,000 to $147,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
Digital Consulting Consulting Associate/Sr. Associate - Oracle EPM
Senior associate job in Kansas City, MO
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural transformation, enabling the change they need to own their future.
Join our team as the expert you are now and create your future.
Senior Associates play an integral client-facing project or work-stream leadership role. While activities vary based on project size/scope and individual skill-sets and strengths, the Sr. Associate can expect to spend their time with a heavy focus on material client interaction through all projects, project management, intensive data-analysis and the identification for the "so-what's" therein, and to creating compelling client-ready presentations. Additionally, the Sr. Associate will focus on developing Analysts and Coachees.
**Qualifications:**
+ Bachelor's or Master's degree in a field related to this position or equivalent work experience
+ 3-5 years of experience analyzing requirements, writing functional specifications, conducting tests, troubleshooting issues and interfacing with business users
+ 1-2 years of experience owning project workstreams with little to no supervision
+ At least 2 years' experience with either Hyperion Planning / PBCS / EPBCS and Essbase OR FCCS/ARCS/EDMCS/PCMCS
+ Experience with Hyperion Planning and Hyperion Essbase in both development and administrative roles
+ Experience with automation scripts (MaxL) and integration of the full Hyperion suite
+ Extensive knowledge of Excel, Essbase Spreadsheet Add-in and SmartView
+ Ability to solve complex problems creatively with strong critical thinking
+ Strong analytical skills coupled with a functional or technical acumen and hands-on expertise with cloud-based enterprise solutions
+ Strong verbal and written communication skills with ability to articulate results and issues to internal and client teams
+ Willingness to travel up to 50% as needed to work with client or other internal project teams
The estimated base salary range for this job is $105,000 - $145,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $117,600 - $171,100. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future.
**Position Level**
Senior Associate
**Country**
United States of America
At Huron, we're redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client's challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work...together.
Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron.
Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.
Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance. Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. All benefits and programs are subject to applicable eligibility requirements.
Huron is fully committed to providing equal employment opportunity to job applicants and employees in recruitment, hiring, employment, compensation, benefits, promotions, transfers, training, and all other terms and conditions of employment. Huron will not discriminate on the basis of age, race, color, gender, marital status, sexual orientation, gender identity, pregnancy, national origin, religion, veteran status, physical or mental disability, genetic information, creed, citizenship or any other status protected by laws or regulations in the locations where we do business. We endeavor to maintain a drug-free workplace.
Oracle HCM Senior Associate
Senior associate job in Kansas City, MO
**Specialty/Competency:** Oracle **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.
In Oracle human capital at PwC, you will specialise in providing consulting services for Oracle human capital management (HCM) applications. You will analyse client requirements, implement HCM software solutions, and provide training and support for seamless integration and utilisation of Oracle HCM applications. Working in this area, you will enable clients to optimise their human resources processes, enhance talent management, 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.
As part of the Oracle Human Capital team you are expected to implement Oracle applications-based solutions. As a Senior Associate you are expected to analyze complex problems, mentor others, and maintain standards. You are expected to focus on building client relationships, developing a deeper understanding of the business context, and navigating increasingly complex situations to deliver quality work.
Responsibilities
- Implement Oracle applications-based solutions
- Analyze intricate problems and develop solutions
- Mentor and guide junior team members
- Maintain exceptional standards in every deliverable
- Build and manage client relationships
- Develop a deeper understanding of the business context
- Navigate increasingly complex situations
- Deliver quality work consistently
What You Must Have
- Bachelor's Degree
- 5 years of experience
What Sets You Apart
- Experience in consulting and implementing Oracle applications-based solutions
- Knowledge of Oracle Fusion, EBS, PeopleSoft, CC&B, Siebel, and Hyperion
- Ability to improve business processes
- Understanding of issues in various industries
- Experience in leading and supervising teams
- Ability to manage project deliverables and timelines
- Proficiency in Oracle application modules
- Experience in building and maintaining client relationships
- Ability to communicate benefits and manage resources
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
Audit Senior Associate
Senior associate job in Kansas City, MO
#LI-HS1 #LI-Hybrid * Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required * Demonstrate understanding of the client's business including analysis and planning of client engagements
* Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
* Achieve charge hour goals
* Review associates' accounting, tax or auditing work: provide constructive review points
* May supervise Associate's on engagements
* Train and mentor associate staff
* May be involved in the client billing process by assisting Managers or Directors
* Identify and begin to develop knowledge in selected specialty practice
* Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
* Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements
* Execute administrative duties as assigned
* Additional responsibilities as assigned
Preferred Qualifications
* Master's degree in Accounting, Taxation or related field
Minimum Qualifications Required
* Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
* 2 years of experience in public accounting or related field
* CPA candidates preferred
* Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
* Proficient use of applicable technology
* Must be able to travel based on client and business needs
Building Enclosure Senior Associate
Senior associate job in Kansas City, MO
As a Senior Associate, you have strong leadership skills as well as a great eye for detail. You are heavily skilled both out in the field and working with clients. Leading your team by example is second nature to you - through excellent assessments, studies, and reports. You have a passion for all things Facilities - specialized testing, building envelope consulting, forensic investigation analysis, design of repairs to existing structures, among other facilities-related services. You are extremely hard working and strive to ensure that your team delivers the best quality. You get the "big" picture and want to contribute accordingly - and that's why you'll have all the opportunity for career growth within our company you'll want.
Responsibilities
ECS is seeking a Building Enclosure Senior Associate to join our Midwest Facilities team in Kansas City, MO. The Senior Associate is responsible for managing building enclosure projects and serving as lead technical consultant on building enclosure investigations, assessments, commissioning, and testing.
Responsibilities
* Testing and consulting services for the built environment, property condition assessments, specialized testing, building enclosure consulting, forensic investigation analysis, and design of repairs to existing structures, among other facilities-related services
* Management of projects including but not limited to:
* Inspections of Building Enclosures
* Building Enclosure Testing
* Building Enclosure Assessments
* Air Leakage Testing
* Construction Quality Assurance Observations
* Roofing Assessments
* Design Specification Review
* Field Performance Testing
* Building Enclosure Commissioning Consulting
* Exhibiting responsibility, organization, reliability, time management, and self-motivation
* Preparing reports and proposals
* Overseeing field work and report preparation
* Maintaining and develop a client database
* Managing budgets and prepare invoices
* Mentoring other staff
* Conduct reviews, coaching, and training as needed
* Maintaining appropriate staffing levels
* Promoting a safe workplace and proper use of PPE
Qualifications
* BS or MS in Civil Engineering, Architecture (NCARB), Civil (Structural) Engineering, or Architectural Engineering preferred
* 6+ years of relevant professional experience
* Licensed or certified as at least one of the following preferred:
* Professional Engineer (P.E.), Registered Architect (R.A.), International Institute of Building Enclosure Consultants (IIBEC) offered RRC, RWC, REWC, RBEC, CBECxP, University of Wisconsin‐Madison offered BECxP and CxA+BE
About Us
ECS Group of Companies (ECS) was founded in 1988 with the goal to raise the standards of professional engineering consulting. Today, we are a leader in geotechnical, construction materials, environmental and facilities consulting services. We are employee-owned with more than 3,000 employees in 100+ offices and testing facilities coast to coast. ECS is currently ranked #66 in Engineering News-Record's Top 500 Design Firms (April 2025), #148 in Engineering News-Record's Top 200 Environmental Firms (October 2025) and #50 in Zweig Group's Hot Firm List (May 2025). For additional information about ECS, visit: *******************
Auto-ApplyValuation Senior Associate - Deal Advisory
Senior associate job in Kansas City, MO
Experience a 45X+ award-winning culture!
Embarkers enjoy:
Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team
Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:
Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
Whole human growth: $150 monthly stipend for holistic development
Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
Financial support: Up to 3% 401(k) matching and financial advisory services
Team and community engagement: Monthly social events within your market, charitable matching, and great people!
Who we're looking for…
A team player who is self-starter and ready to hit the ground running on day one. The environment is dynamic, so you'll also need to be flexible and adaptable to change as we grow.
What you'll be doing as a Valuation Senior Associate:
Working as part of a small team toward execution of various valuation engagements to ensure timely and excellent client service delivery.
Perform and manage valuations for planning; mergers and acquisitions; financial reporting; tax and regulatory compliance; restructuring and reorganization; and corporate strategy.
Combine relevant information into executive-level findings for team members and clients.
Prepare and/or review analyses (reports, models, and presentations) that communicate findings and recommendations to our clients concisely and effectively.
Participating in firm initiatives and recruiting efforts.
To be a good fit for our Valuation Senior Associate role you will have:
Bachelor's degree in Finance or Accounting (advanced degree is a plus)
2 to 4 years of experience in the valuation services industry including engagements for ASC 805 Business Combinations.
Advanced financial modeling skills with the ability to create valuation & financial models based on a description of a financial asset, an agreement, or an operational and financial business plan.
Advanced understanding of valuation methodologies and techniques.
Advanced financial & accounting acumen with ability to independently develop fully customized, complex financial models.
Excellent written and oral communication skills.
Proficiency with Microsoft Excel, Word, and PowerPoint.
Experience with financial databases such as S&P Capital IQ, FactSet, or Bloomberg
Added bonus if you have:
Knowledge of numerical techniques such as Monte Carlo simulation and lattice techniques.
Experience with valuation of derivatives, contingent consideration, convertible instruments, and/or stock based compensation.
Industry knowledge in a particular sector.
Achievement of, or progress towards, CFA, CPA, and/or ASA designations.
In closing...
If this role sounds exciting, apply and let's start the conversation!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.
Auto-ApplySenior Associate, Valuation & Financial Performance
Senior associate job in Kansas City, MO
Kansas City (Onsite)
Full-Time
ABOUT FIVE ELMS
Five Elms Capital is a growth investor in B2B software platforms, providing capital and resources to help software founders accelerate growth and strengthen their position as industry leaders.
Founded in 2007, we have over $3 billion in assets under management, more than 70 investments globally, and are currently investing out of our $1.1 billion sixth fund.
Headquartered in Kansas City, our 80+ person team operates with a collaborative, entrepreneurial culture. Junior team members have direct exposure to firm and portfolio leadership and are encouraged to make an impact from day one.
WE OFFER A UNIQUE OPPORTUNITY IN PRIVATE EQUITY
Five Elms is adding a Senior Associate, Valuations & Financial Performance to its Financial Operations team. In this role, you will be responsible for managing the quarterly valuations process for Five Elms' portfolio companies. You will also work closely with the Investment team, Investor Relations team, and senior partners on various financial planning and analysis projects, including fund performance analytics, investor reporting, fundraising, and performance benchmarking. Five Elms is a dynamic, fast-paced environment, serving entrepreneurs and our investor demands with precision, adaptability, and initiative, and your role is no exception.
YOU WILL HAVE A BROAD SET OF RESPONSIBILITIES
Portfolio Company Valuations
Lead the quarterly valuations process, including portfolio company performance analyses, waterfall modeling, and scenario analyses
Prepare materials and lead quarterly presentation to the Five Elms Valuation Committee with a focus on presenting trends and valuation drivers most relevant to the business
Fund Performance Reporting
Track, monitor, and report the performance of the Five Elms funds and underlying portfolio companies for the firm and our investors
Develop and maintain fund-level waterfall models that aggregate outcomes across multiple portfolio companies, testing various exit scenarios to forecast investor distributions and carried interest in alignment with fund terms
Partner with the Investor Relations team to prepare materials for timely and effective investor reporting, support new fund launches, and respond to investor requests
Investment Team and Portfolio Company Support
Model fund-level outcomes under varied follow-on, structuring, and exit assumptions to enable the Investment Team to make data-driven investment decisions
Partner with the Investment Team and portfolio company leadership during exit processes to ensure timely and accurate modeling of distribution waterfalls and related flow of funds fully aligned with company governing documents and related transaction agreements
IS FIVE ELMS RIGHT FOR YOU?
You have the right experience and interests. You bring 5+ years of business valuation experience. Strong preference for experience valuing complex and illiquid private equity investments.
You provide subject matter expertise. You are able to accurately and efficiently execute and manage portfolio valuations. You're familiar and comfortable with key financial models and valuation techniques and are able to make accurate assumptions and conclusions from them.
You're a strong communicator. You liaise with stakeholders, including investors and senior partners, and communicate findings in a succinct and actionable manner, both written and verbal.
You're highly motivated. Outstanding academic credentials, relevant work experiences, high attention to detail, emotional intelligence, and interesting experiences are table stakes. You continuously stay up to date with, and implement, industry best practices.
Five Elms is a firm where senior team members lead from the front; driving investments, supporting founders, and mentoring the next generation of talent. You might be a strong fit if you:
Have a strong track record of valuing complex, illiquid private equity investments
Possess direct experience utilizing various valuation approaches, including discounted cash flow, comparable company, and precedent transactions, with a thorough understanding of complex equity structures
Navigate ambiguity well and make sound decisions with imperfect information
Are energized by coaching junior team members and shaping firm strategy
Value a culture that prizes humility, accountability, and curiosity
Want to help build an enduring company while continuing to grow as a leader
This is a high-impact role with significant ownership and visibility. If you're looking to do meaningful work with a team that values performance without ego, we'd love to connect.
Senior Associate, Global Mobility Services - Expatriate Taxation
Senior associate job in Kansas City, MO
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Senior Associate to join our Global Mobility Services (GMS) practice.
Responsibilities:
* Write correspondence for companies with expatriate employees
* Assist in conducting tax research relating to expatriate employees
* Prepare miscellaneous tax, payroll, and international assignment cost projection calculations
* Prepare tax returns, equalization calculations, and other miscellaneous tax forms for expatriate employees
* Draft correspondence with IRS or state taxing authorities in relation to tax notices and/or audits for expatriates
* Review U.S. payroll reporting, withholding for wages paid to expatriate employees for accuracy including annual compensation statements
Qualifications:
* A minimum of three years of experience in expatriate or individual tax
* Bachelor's degree from an accredited college/university
* Prior experience at an accounting firm
* Working towards a CPA or Enrolled Agent designation
* Ability to analyze basic tax and accounting information
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
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KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Senior Associate, FOF/Private Equity
Senior associate job in Kansas City, MO
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Senior Associate, FOF/Private Equity Accounting
Locations: New York City | Hybrid
Get To Know Us:
SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.
Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Maintain all financial data in the investment database
Post all journal entries and prepare monthly trial balance reports
Reconcile all cash received from investors and investments
Reconcile bank accounts
Calculate capital calls and distributions
Allocate income to partners in accordance with terms of partnership agreements
Prepare and issue quarterly financial statements, in accordance with US GAAP for each entity
Maintain and update investment data (number of shares, location of securities, country of origin)
Interact with clients and provide information as needed
What You Will Bring:
Bachelor's Degree in Accounting, Finance, or Economics
Master's Degree, CPA/CFA are strong pluses
2-4+ years' experience in fund accounting preferably within the Private Equity field
Strong knowledge of Bloomberg, financial reporting and financial products (i.e. equities, futures, fixed income)
Strong organizational skills and detail-oriented
Prior experience training, delegating tasks and reviewing work is a plus
Team player mentality with the ability to independently
Ability to manage shifting priorities in a fast-paced environment
Strong verbal and written communication skills
Proficient in Microsoft Office suite, advanced Excel skills
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************
#LI-Hybrid
#LI-AF1
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Audit Senior Associate
Senior associate job in Kansas City, KS
As an Audit Senior Associate, you'll listen to learn about your client's operations, processes, business objectives, and risks, and apply that knowledge to enhance the financial statement audit - all with the resources, environment and support to help you excel. You'll build relationships with your clients and your engagement team, and use our world-class audit technology to work collaboratively, solve smarter, and improve the client's overall financial reporting process. From day one, you'll be empowered with access to firm leaders and mentors, training programs, resource groups, team-based communities, and growth opportunities to help you develop your career and achieve more, confidently.
Your day-to-day may include:
Listening and communicating clearly with clients about engagement expectations, as well as informing them about accounting, financial and regulatory developments that may affect their organization
Planning, executing and completing financial statement audits while managing the budget; performing an in-charge role as needed
Training and supervising audit associates and interns and providing consistent, regular feedback
Working with the team to design audit procedures using audit technology and innovation tools. Researching accounting & auditing matters and documenting conclusions.
Working at a client site, with your team in the office or remotely. We empower teams to listen first to expectations of clients and teammates; then you and your team can determine when and where to work. No matter when or where, you will have the support you need to thrive
Representing Grant Thornton at recruiting and professional networking events
Building your technical and professional skills through formal training
Other duties as assigned
You have the following technical skills, qualifications and abilities:
Bachelor's degree in accounting, economics, finance, mathematics, or related disciplines
Minimum of two years of progressive public accounting experience with in-charge auditing
Meeting education requirement for CPA certification in the state where you are applying for employment
Analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards
Can manage multiple engagements and competing priorities
Value teamwork, are agile and know the power of building strong relationships
Are curious about or have exposure to automation and digitization tools as part of audits or in the professional services environment
Can travel as needed (Travel expectation: up to 25%)
Excellent verbal and written communication skills
Auto-ApplyPEPI: Senior Associate, Supply Chain - Distribution & Logistics (OPEN TO ALL U.S. LOCATIONS)
Senior associate job in Kansas City, MO
Alvarez & Marsal Private Equity Performance Improvement Senior Associate, Supply Chain - Distribution & Logistics (OPEN TO ALL U.S. LOCATIONS) Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving the middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.
Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues.
Our PEPI services include:
Supply Chain
Transformation Services
Manufacturing Operations Improvement
Interim Management
M&A Services
CFO Services
A&M's Supply Chain professionals assist our clients in analyzing each part of the supply chain process including Strategic Sourcing and Procurement, Logistics and Distribution, Integrated Demand and Supply Planning to identify value creation opportunities, develop a roadmap to accelerate those opportunities and assist with driving them to our client's bottom line. From our thorough fact-based analysis, we assess the state of the supply chain, identify key risks to investment and quantify potential EBITDA improvement plans.
The PEPI Supply Chain group is a growing business with high growth projected throughout the next two to four years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to international and domestic business assignments.
How You Will Contribute
We are seeking individuals that can assist in delivering large, complex client engagements by working closely with Private Equity leadership to help identify, design, and implement creative business solutions for their portfolio companies.
The Senior Associate, Supply Chain - Distribution & Logistics frequently participates in the following types of engagements. Hands-on experience in at least two of the following areas is required:
* Gain a comprehensive understanding of a client's supply chain including manufacturing and distribution locations, baseline of product flow and seasonality, detailed operating costs, key supply chain processes in sourcing, planning, and operations.
* Develop a structured approach to assessing potential improvement opportunities, and conduct required analysis to define potential supply chain strategies and tactics to meet growth and financial objectives.
* Analyze supply chain network design and footprints:
* Baseline warehousing and distribution network cost structure and capacity utilization
* Profile supply chain processes and inventory flows throughout the network
* Analyze network optimization opportunities for cost, inventory, and service delivery (experience with modeling software such as Llamasoft or other preferred):
* Optimal number and location of distribution centers / network configuration
* Optimal inventory flow through network (e.g. ship from DC vs. ship from stores; supplier drop ship options; optimal stocking positions, etc.
* Develop high-level planning model to support inventory optimization across supply chain networks
* Assist in sourcing events related to transportation and warehousing which include spend / activity baseline assessments, process and business requirements, and conducting RFI/RFP processes, negotiations and contracting. Experience in conducting or responding to sourcing events involving 3PLs is preferred.
* Assess inventory planning processes and systems and recommend potential improvement opportunities for optimizing service levels and inventory working capital requirements.
* Help develop transformation plans to drive proposed changes in transportation, freight optimization, warehousing & distribution, and develop implementation plan and estimated range and timing of benefits (OPEX / inventory / service delivery)
Professional skills:
* Strong written, oral, and analytical skills
* Strong Excel and PowerPoint skills
* Structured project management (time, team and work-stream management)
* Initiative and drive
* Critical thinking skills
* Ability to deliver projects on time and on-quality
* Flexible and creative thinking
* Client relationship building
* Excellent presentation skills
Qualifications:
* 4-7+ years of consulting or industry operating experience
* Previous advisory experience from a top-tier strategy firm, leading specialist, niche advisory firm, or Big-4 consultancy preferred
* Hands-on experience in at least one of the following areas: distribution and logistics network optimization, transportation and warehouse sourcing, 3PL operating experience, production and inventory planning
* Excellent fact-gathering and analytical skills, including business process mapping and quantitative analysis
* Flexibility to travel based on project requirements
* Bachelor's degree required
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
The salary range is $100,000--$170,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k)-retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
A&M does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-JB1
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.
Senior Associate, Agency Standards (Compliance) Manager
Senior associate job in Independence, MO
Job Title: Senior Associate, Agency Standards (Compliance) Manager
Dept/Sub Dept: Field Operations Value Stream/Field Supervision
** This role will be located in the Northern Ohio General Office (GO) and will support the following GOs - Northern Ohio, and Indiana General Offices. **
Role Overview:
As a key member of New York Life's Agency distribution system, you will assist the Managing Partner in maintaining and executing critical supervisory systems within the General Office. This role involves direct oversight of agents, Registered Representatives, and Investment Advisor Representatives through regular inspections, compliance training, and supervision programs. You will also serve as a primary compliance resource, ensuring adherence to regulatory requirements and helping to uphold the firm's high standards. Ideal candidates bring a solid foundation of industry knowledge, relevant licenses, and a proactive, detail-oriented approach to promoting operational excellence and regulatory integrity.
What You'll Do:
Assists the Managing Partner with Agent, Registered Rep and IAR Supervision and executing the Supervisory Systems within the General Office
Conducts Periodic Inspections and Supervisory Interviews with Agents, Registered Reps & IARs and handles all follow-up required
Handles the Seminar Supervision Program
Handles the Enhanced Supervision Programs for Agents and Registered Reps
Handles the Financial Supervision Program for Agents and Registered Reps
Conducts Incoming and Outgoing Correspondence Reviews and Resolution of Red Flag Items
Assists the Managing Partner in recommending and delivering Disciplinary Actions
Serves as the “point person” to field and answer Standards and Compliance related questions from Agents, Registered Reps, IARs and Field Managers
Conducts Site Inspections for General Offices, Sales Offices and Satellite Offices
Assists with Complaint Review Handling and Resolution
Conducts Standard and Compliance Related Training for Agents, Registered Reps, and IARs
Assists with follow up for all agent, Registered Rep and IAR regulatory year-end requirements
Required Skills:
Bachelor's Degree and/or equivalent experience
Minimum 2 years of industry experience
Comprehensive knowledge of registered and non-registered products
Must have Series 7 & Series 24 (Or obtain Series 24 within 90 days)
Series 65, 66 or ChFC (or obtain within 12 months)
Excellent communication skills (written and verbal)
Strong analytical skills required
Must be a self-starter, results-oriented, a team player and be able to prioritize responsibilities
Preferred Skills:
Preferred Series 51 or 53
Pay Transparency
Salary Range: $88,000-$125,500
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of
Fortune's
World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 92594
Sr. Associate, Valuation & Financial Performance
Senior associate job in Kansas City, KS
Lead valuation and financial performance initiatives at a well-capitalized growth equity (PE) firm in KC, where your expertise will directly influence firm growth & operational excellence. In this role, you will be responsible for managing the quarterly valuations process for the firm's portfolio companies. You will also work closely with the Investment team, Investor Relations team, and senior partners on various financial planning and analysis projects, including fund performance analytics, investor reporting, fundraising, and performance benchmarking.Why We Like This
Strategic Impact: Lead a core strategic initiative within a top global growth equity firm... building & executing upon valuation and financial performance operations to open new fundraising channels.
Growth Equity Exposure: Work closely with the financial performance team, investment team, and accounting ops... gaining broad exposure and experience within a high-end Growth Equity firm.
Growth Opportunity: With performance, the experience will accelerate your professional value, internally and externally, given the long term but early-innings tailwinds of the '40 Act.
Requirements
Valuation & Financial Performance Expertise 5+ years of business valuation experience. Strong preference for experience valuing complex and illiquid private equity investments. The role demands deep hands-on experience with valuation methodologies and financial performance analysis to support investment decisions and portfolio management, reflecting the core focus of the position.
Subject Matter Expertise in Portfolio Valuations and Financial Modeling The ideal candidate must accurately and efficiently execute and manage portfolio valuations, and familiar and comfortable with key financial models and valuation techniques and are able to make accurate assumptions and conclusions from them.
Cross-Functional Collaboration & Strong Communication They need someone who can work seamlessly across teams, including investment and accounting teams, investors and senior partners, to align financial reporting with operational realities and support strategic objectives.
Responsibilities
Valuation Analysis: Lead detailed valuation assessments of portfolio companies, ensuring precision and compliance with accounting standards.
Financial Performance Monitoring: Oversee tracking and analysis of key financial metrics across investments to drive insightful performance reporting and support strategic decision-making.
Cross-Functional Collaboration: Collaborate closely with investment, finance, and audit teams to optimize processes and strengthen data integrity for reporting.
$130,000 - $200,000 a year#a0RQO00000XbUk82AF #ExponentWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Auto-Apply090 AUDIT - Audit Manager
Senior associate job in Mission, KS
The Audit Manager plays a strategic role in safeguarding organizational integrity by leading risk-based audits, ensuring compliance with regulations, and enhancing internal controls. This position reports to the Vice President of Audit and partners with bank leadership to identify risk, optimize processes, and deliver actionable insights that drive operational efficiency and regulatory compliance. The role requires strong leadership, analytical expertise, and proficiency with modern audit tools and data analytics. Under minimal supervision, the Audit Manager partners with Audit and business leadership to plan, execute, and report results of audit engagements by evaluating the adequacy and effectiveness of management controls. Responsible for maintaining knowledge and conforming to IIA's International Standards for the Professional Practice of Internal Auditing.
KNOWLEDGE, SKILLS, & ABILLITIES REQUIRED:
Bachelor's degree (B.A./B.S.) in Accounting, Finance, Business Information Systems, or related field.
Over 5 years of Audit experience in financial services, federally regulated industries, or healthcare, with a strong background in engagement planning, coordinating audit activities, supervising fieldwork, and reporting results.
Demonstrates a comprehensive knowledge of financial services, accounting principles, business systems, control processes, and risk management.
Expert in audit testing (TOD/TOE), IT controls, and risk frameworks such as SOX, COSO, NIST, and FFIEC.
Excellent communication, critical thinking, and project management skills for leading audit engagements and teams, including reviewing testing results and documentation from other auditors.
Knowledge of information systems, internal controls, regulatory compliance, and financial analysis.
Experience using audit management software, data analytics tools, AI, and data-driven auditing.
Preferred certifications such as CPA, CIA, CISA, CFE, or Commissioned Bank Examiner.
PRIMARY RESPONSIBILITIES / EXPECTATIONS:
Plan, lead, and execute audit engagements and operational reviews identified in the annual risk-based audit plan, ensuring alignment with organizational objectives and regulatory requirements.
Present information to the Audit & Compliance Committee regarding condition and effectiveness of the bank's internal controls and compliance management systems.
Assess the design and effectiveness of internal controls through leading Financial, Operational, and Project audits.
Identify conclusions and recommendations by communicating and drafting clear, actionable audit findings and reports to senior management and the Audit Committee.
Contribute to and support enterprise risk assessments and control design improvements that identify risk areas and prioritize audit activities.
Utilize automation, data analytics, and artificial intelligence to improve audit efficiency and identify emerging risks.
Foster a culture of continuous improvement and professional development by remaining current on industry regulations, emerging risks, and best practices to strengthen the internal control environment.
Monitor management response plans, remediation efforts, and validate issues to ensure timely resolution of audit issues.
Support the assessment of compliance with the Bank Secrecy Act, Identity Theft Red Flags, Trust, and other federal and state regulatory requirements.
Assist with special projects and management engagements to ensure proper controls, risk management practices, and compliance procedures exist.
Partner with leadership, external auditors, and cross-functional teams
Perform other duties as assigned or deemed necessary.
PHYSICAL REQUIREMENTS:
Standing, walking, sitting ability to use a computer keyboard.
Manager, Assurance Services - Not-for-Profit
Senior associate job in Kansas City, MO
RubinBrown is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has revenue of approximately $200 million with 950 team members in six offices including Chicago, Denver, Kansas City, Las Vegas, Nashville, and St. Louis.
RubinBrown is an independent member of Baker Tilly International, the 9th largest accounting and business advisory network in the world.
https://www.rubinbrown.com/
The Manager, Assurance Services - Not-for-Profit leads assurance engagements for not-for-profit organizations, delivering timely, high-quality results. This role blends technical accounting expertise with strong collaboration and communication skills to provide insights, build client relationships, mentor team members, and identify opportunities to improve efficiency, financial management, and mission impact.
Major Responsibilities
Plan, manage, and oversee assurance engagements for not-for-profit clients ensuring projects are delivered on time, within budget, and in compliance with professional standards and not-for-profit regulations (e.g., IRS 990 requirements, GAAP for not-for-profits).
Advise clients on complex not-for-profit industry issues such as grant and contribution revenue recognition, net assets, endowments, and other related reporting matters.
Assess clients' internal controls over donation management, grant administration, program expenses, and IT systems, recommending improvements to reduce risk, ensure compliance, and strengthen governance.
Examine workpapers, financial statements, and disclosures for accuracy, completeness, and alignment with U.S. GAAP, not-for-profit accounting standards, and RubinBrown's quality expectations.
Develop engagement budgets, monitor progress, and ensure teams meet productivity, compliance, and quality benchmarks.
Serve as the primary point of contact for client leadership, delivering actionable insights that improve financial transparency, operational effectiveness, and long-term strategic planning.
Train and coach team members in both technical audit skills and not-for-profit industry best practices, promoting professional growth and sector expertise.
Identify opportunities for cross-service collaboration (e.g., ERP transformations, cybersecurity, UBIT consulting) and assist in expanding the firm's client base and impact.
Preferred Experience/Background/Skills
Bachelor's degree in Accounting or related field.
Active CPA license.
Minimum 5 years of progressive public accounting experience, with significant work in the not-for-profit sector or other highly regulated industries.
Strong understanding of U.S. GAAP and AICPA auditing standards, including not-for-profit accounting guidance (e.g., donor-restricted contributions and IRS 990 reporting).
Proficiency in not-for-profit accounting and reporting areas, including grant and contribution revenue recognition, endowment reporting, and program expense tracking.
Knowledge of operational and financial processes within not-for-profit organizations, including donation management, grant administration, budgeting, and internal controls.
Proven ability to manage engagement teams, mentor staff, and lead multiple concurrent projects.
Demonstrated success in building strong client relationships, presenting findings in a collaborative manner to executives and boards, and providing actionable recommendations that enhance operational efficiency and compliance.
Ability to identify process inefficiencies and recommend solutions that strengthen internal controls, reporting accuracy, and regulatory compliance.
Excellent written and verbal communication skills, with the ability to convey complex accounting and regulatory issues in clear, business-focused terms.
Skilled in audit software and Microsoft Office suite; familiarity with not-for-profit financial systems is a plus.
Ability to recognize cross-service opportunities (e.g., ERP transformations, cybersecurity, UBIT consulting) and contribute to the strategic growth of the firm.
Working Conditions
Typical office hours are 8:00 a.m. to 5:00 p.m.
Ability to work extra hours as determined by workload and client expectations.
Travel will be most dependent upon office location. Travel may range from minimal to monthly.
Hybrid model (2-3 days in the office/week).
Ability to sit for long periods of time.
Ability to move throughout office.
Ability to lift, carry, push, pull up to 30-50 pounds.
One Firm
To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration 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 law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
EEO Employer W/M/Vet/Disabled
Audit & Assurance Manager
Senior associate job in Leawood, KS
Job DescriptionPYA is seeking an Audit & Assurance Manager to join its high-performing and privately-owned firm. The Audit & Assurance Manager leads and mentors audit teams, manages project engagements and client relationships, and strategically advises clients while ensuring compliance with accounting standards.
RESPONSIBILITIES:
Actively direct and manage project engagements, including leading and/or contributing to the planning, management, and successful completion of accounting and auditing projects
Utilize knowledge of GAAP and GAAS to identify, improve, and resolve client issues and by working collaboratively with other team members
Assist in solving strategic issues requiring analysis skills to manage clients' needs and expectations
Perform reviews of work product and presentations to ensure the highest quality
Supervise, train, and mentor seniors, staff, and interns on the audit process
Develop and maintain business relationships with current and future clients and gain the confidence of top-level client personnel regarding the breadth of services offered by PYA
QUALIFICATIONS:
CPA certification preferred
5+ years of internal or external audit experience with a corporation or a public accounting firm
Excellent written and oral communication skills with strong problem solving and negotiation skills
Outstanding interpersonal skills including the ability to interact effectively and professionally with individuals at all levels; both internal and external
Strong client relationship skills and strong accounting and analytical skills preferred
ABOUT PYA:
PYA, a leading professional services firm, serves clients across the United States with expertise in consulting, accounting, compliance, and business strategy. With offices in Knoxville, Atlanta, Tampa, Charlotte, Nashville, and Kansas City, PYA is committed to helping clients achieve their goals through innovative solutions and unparalleled service. Learn more about The PYA Way.
WHY JOIN PYA?:
Be part of a dynamic and collaborative team that values innovation and excellence
Work with industry leaders who are committed to professional growth and client success
Competitive compensation, comprehensive benefits, and opportunities for career advancement
Clinical Experience & Audit Manager
Senior associate job in Missouri City, MO
Thank you for considering Progyny! The Clinical Audit Manager will oversee and manage all clinical audit activities at Progyny, ensuring our clinical programs, care pathways, and member experiences meet the highest standards of quality, compliance, and integrity. This role serves as a key liaison between Progyny and our external consultant and health plan partners, ensuring that audit processes are seamless, transparent, and aligned with Progyny's mission of delivering best-in-class family building care.
In addition to managing external audits, this individual will build and maintain a quality assurance (QA) framework for our Member Experience Journeys, ensuring that every aspect of the Progyny experience delivers on what we've promised - clinically, operationally, and emotionally.
This role requires strong clinical acumen, process management expertise, and the ability to work cross-functionally with Medical Economics, Product, Operations, and Clinical Leadership teams.
What you'll do...
Audit Management
* Serve as the primary point of contact for all external clinical audits conducted by consultants and health plan partners.
* Manage the full audit lifecycle - planning, data collection, coordination with internal stakeholders, response development, and corrective action follow-up.
* Develop and maintain standardized audit processes, documentation, and tracking systems to ensure efficiency, consistency, and compliance.
* Summarize audit findings, identify root causes, and work with cross-functional teams to implement sustainable improvements.
Quality Assurance & Experience Integrity
* Design and lead QA programs to regularly evaluate the accuracy, consistency, and quality of member experiences across all touchpoints (clinical, operational, digital).
* Collaborate with the Member Experience, Operations, and Product teams to identify and close gaps between our intended and actual member journeys.
* Translate qualitative and quantitative insights into actionable improvements that enhance the clinical and emotional aspects of the member experience.
Cross-Functional Collaboration & Continuous Improvement
* Partner with Medical Economics to assess audit trends and translate findings into measurable business and clinical outcomes.
* Work with Product and Operations teams to ensure process enhancements and system changes align with clinical quality standards.
* Provide data-driven insights and recommendations to Clinical and Executive Leadership to inform strategic decision-making.
* Support regulatory, compliance, and accreditation efforts as needed.
About you...
Required:
* Bachelor's degree in Nursing, Health Administration, or a related clinical or healthcare field.
* 5+ years of experience in clinical audit management, healthcare/consultant quality, or clinical operations - ideally within payer, fertility, or managed care settings.
* Proven experience managing external audits and implementing corrective action plans.
* Strong analytical skills and familiarity with healthcare data and quality metrics.
* Excellent project management and cross-functional collaboration skills.
* Exceptional attention to detail and organizational abilities.
Preferred:
* Master's degree in a related field (e.g., MPH, MHA, MSN).
* Experience in fertility, reproductive health, or women's health.
* Familiarity with healthcare quality frameworks (e.g., NCQA, URAC, CMS).
* Understanding of member journey mapping and experience measurement methodologies
Please note: This is not a digital nomad or remote international position; candidates must be based in the United States. Progyny is unable to provide visa sponsorship for this position. Candidates must be authorized to work in United States without the need for sponsorship, now or in the future.
About Progyny:
Progyny (Nasdaq: PGNY) is a global leader in women's health and family building solutions, trusted by the nation's leading employers, health plans and benefit purchasers. We envision a world where everyone can realize dreams of family and ideal health. Our outcomes prove that comprehensive, inclusive and intentionally designed solutions simultaneously benefit employers, patients and physicians.
Our benefits solution empowers patients with concierge support, coaching, education, and digital tools; provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs.
Our mission is to empower healthier, supported journeys through transformative fertility, family building and women's health benefits.
Headquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare's Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, Inc. 5000, Inc. Power Partners, and Crain's Fast 50 for NYC. For more information, visit ****************
Our perks:
* Family friendly benefits: Paid family and parental leave, preconception, fertility and family building benefits (including egg freezing, IVF, and adoption support), family and pet care fund, and Parents' Employee Affiliation Group
* Menopause and midlife care
* Health, dental, vision and life insurance options for employees and family
* Free in-person, virtual and text-based mental health and wellness support
* Paid time off, including vacation, sick leave, personal days and summer flex time
* Company equity
* Bonus program
* 401(k) plan with company match
* Access to on-demand legal and financial advice
* Learning and development programs to help you grow professionally and a mentorship program
* Company social events to include annual volunteer day and donation matching
* Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office
In compliance with New York City's Wage Transparency Law, the annual salary [wage] range for NYC-based applicants is: $105,000 - $125,000. There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. Progyny offers a total compensation package comprised of base salary, cash bonus, and equity.
Progyny is proud to be an Equal Opportunity and Affirmative Action employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, age, genetic information, marital status, pregnancy or related condition, status as a protected veteran, criminal history consistent with legal requirements or any other basis protected by law.
If you are an individual with a disability and need assistance or an accommodation during the recruiting process, please send an e-mail to *****************.
#LI-EH1
Auto-ApplyAudit Manager
Senior associate job in Kansas City, MO
**Corporate Audit Services** ' role as the internal audit department is to assist management in attaining company goals by providing an independent, objective, assurance activity designed to add value and improve the organization's operations by independently reviewing and evaluating the effectiveness of risk management, controls, governance and operations and by providing objective analyses and constructive recommendations for improvement.
As the **Audit Manager,** you will oversee the risk assessment, planning, fieldwork, and reporting phases of audits within areas such as Private Wealth Management, Corporate Trust, Fund Services, Investment Banking, and Corporate Strategy. This role will also support broader initiatives and strategic priorities as assigned by Corporate Audit Services leadership.
**This role is hybrid (Mon through Thu on-site / Fri remote) at our downtown Kansas City, MO.**
**_How you'll spend your time:_**
+ Oversight of the development and execution of a risk-based testing approach for assigned audits, review and evaluation of documented workpapers, and effective communication with the client and audit team during all phases of the audit.
+ Lead multiple audit teams comprised of 1-4 auditors at a given time.
+ Responsible for the quarterly and annual evaluation and feedback of assigned associates.
+ Perform the annual risk assessment of the assigned lines of business to support the audit plan.
+ Serve as an active participant of the department's management team and execute on strategic objectives to further progress the effectiveness of the team.
**_We're excited to talk with you if:_**
+ You have a Bachelor's degree or equivalent in Accounting, Finance or Business Administration and 6 yrs experience in audit program development, internal control consulting, or risk management utilizing various automated tools and techniques OR equivalent combination of education and work experience.
+ You have managed or lead a small team of internal auditors.
+ You understand IIA Professional Standards as well as control and enterprise risk frameworks such as COSO, and COSO ERM.
+ You can perform an annual risk assessment to develop the audit plan, including providing strategic perspective to audit risk assessment, planning and execution.
+ You have demonstrated supervisory, motivation, coaching and associate development skills.
+ You can present facts and opinions in a clear and concise manner to influence peers and all levels of management.
+ You can identify emerging risks and exercise good judgment in evaluating situations and making decisions.
**_Bonus Points If:_**
+ You have an industry certification (i.e. Certified Internal Auditor, Certified Public Accountant, Certified Fiduciary and Investment Risk Specialist).
+ You have knowledge of financial institution laws and regulations, financial services business processes, major business functions, systems and applications as well as prior experience working with external auditors and regulators (i.e. OCC, SEC, FINRA).
+ You have experience using an audit management software.
+ You have prior audit or risk management experience in one or more of the following areas: Private Wealth Management, Corporate Trust, Fund Services, Investment Banking, or Corporate Treasury.
**Applicants must have legal authority to work in the United States. Work Visa sponsorship is not available for this position.**
**Compensation Range:**
$83,200.00 - $178,800.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
Oracle Cloud Finance Senior Consultant
Senior associate job in Kansas City, MO
Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and shareholder value, along with operational effectiveness and efficiency. Deloitte Oracle Cloud Finance Senior Consultants help clients delineate strategy and vision, design and implement process and systems which align with business objectives and have a measurable impact on growth. Do you want to be a part of a team that transforms the business landscape for its clients? Do you want to be on the winning team that drives transformation, improves productivity, and streamlines business operations? Do you feel your skills surpass those of your peers and colleagues? If your answer is yes to all these questions, it's very nice to meet you and we want to hear from you immediately!
Recruiting for this role ends on 12/19/25.
Work You'll Do
Responsible for leading the planning, design, and implementation of Oracle solutions across multiple project workstreams, ensuring all activities align with overarching program goals. Supports the selection of Oracle packages by analyzing options, assessing business value drivers, and validating business case outcomes. Collaborates closely with the Program Steering Committee to manage project timelines, address risks and issues, and facilitate coordination between upstream and downstream systems and teams throughout the Oracle package deployment.
As a Diamond-level member of the Oracle Partner Network, Deloitte needs thought leaders like yourself to help pave the way for our clients and Oracle service line development. For our clients, our Oracle Cloud Finance Sr Consultants reduce cost and support innovation at the enterprise level by managing business requirements and leading the functional design, prototyping and process design stages of Oracle Cloud implementations.
Key Responsibilities:
+ Project Leadership: Lead planning, design, and implementation of Oracle solutions across multiple workstreams, ensuring alignment with program goals.
+ Team Leadership: Guide project teams through solution delivery and foster a collaborative, high-performance environment.
+ Stakeholder Collaboration: Coordinate with the Program Steering Committee to manage timelines, risks, and integration across systems and teams.
+ Client Engagement: Serve as the primary contact for client executives and sponsors, maintaining strong professional relationships.
+ Business Growth: Build client relationships, support proposal development, and contribute to practice growth initiatives.
The Team
Our Oracle offering drives business transformation services to improve performance and value delivered by the full suite of Oracle solutions.
Got your head in the cloud? With so much technology moving to the Cloud, our business requirements are taking us to new heights. By harnessing the power of Oracle ERP Cloud, you can streamline enterprise business processes with ERP Cloud's Financials, Procurement, or Portfolio Management. Do you have the ability to transform an organization through the latest social, mobile, and analytic technologies? We're looking for someone that can increases the effectiveness of decision making and drive innovation. If your head is in the cloud, find out where we can take you with Oracle Enterprise Solutions. Learn more about our Oracle practice .
Qualifications
Required:
+ Hands-on experience in 2 or more complex, full lifecycle Oracle Cloud Finance implementations.
+ At least 3 years of Oracle implementation experience.
+ Proven ability to define systems strategy, gather and document business requirements, lead fit-gap analysis, design as-is/to-be business processes, conduct conference room pilots, perform functional configuration and testing, and deliver client user training. Ability to travel 50% on average, based on the work you do and the clients and industries/sectors you serve.
+ Limited immigration sponsorship may be available.
+ A Bachelor's degree
Preferred:
+ Full lifecycle implementation expertise in one or more of the following Oracle Cloud modules: Record to Report (RTR), Accounts Receivable (AR), Advanced Collections, Project Portfolio Management (PPM), General Ledger (GL), Sub-ledger Accounting (SLA), Accounts Payable (AP), Cash Management, or Fixed Assets (FA).
+ Proven ability to work independently while managing multiple priorities and assignments.
+ Excellent written and verbal communication skills, including proficiency in presenting with tools such as MS Visio and PowerPoint.
+ Strong analytical and troubleshooting capabilities, coupled with sound judgment.
+ Advanced degree in a relevant field.
+ Demonstrated experience leading end-to-end workstreams in Oracle applications.
Information for applicants with a need for accommodation:
************************************************************************************************************
The wage 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. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $107,600-$198,400.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance
#EPCore
O2FY25
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Sr. Financial and Actuarial Consultant
Senior associate job in Kansas City, MO
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.
We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow.
If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
How you'll make an impact
Primary focus of role to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf of the underwriting team regarding core services.
* Key responsibilities include:
* Analyzing data from carriers on complex clients and providing recommendations to account management teams or to clients in order to effectively negotiate rates and funding levels
* Evaluating and presenting monthly, quarterly and annual reports that measure client financial status
* Tracking expenses by product line, renewal projections, funding levels and rates, etc. to the Account management teams and to clients when necessary,
* Evaluating, assigning, monitoring and peer review reports generated by underwriting team subordinates.
* Operates as a consultant to internal staff as well as clients, assisting clients with a range of complex issues and needs.
* Provides underwriting analysis services to internal staff and to clients according to their needs and strategic interests, assisting in retaining clients.
* Assists in the sales process through production of financial projections on large accounts and related underwriting analysis.
* Oversees coordination of and help conduct underwriting team training programs for staff/clients.
* Serves as a resource to branch office staff in order to contribute toward measurable ROI of services and retention of clients.
* Actively mentor junior team members and identify opportunities to work closely with divisional team on creation, enhancement and development of tools, templates and reports
About You
Required:
* Bachelor's degree and 5 years experience with Broker or Carrier side with focus on Health and Benefits.
* Working knowledge of Microsoft Windows applications and Microsoft Office.
* High degree of understanding of employee benefits funding mechanisms.
* Must be familiar with carrier reporting systems.
Preferred:
* Microsoft Excel expertise.
* Effective negotiation skills.
* An executive presence with polished and well developed written and oral communications.
* Ability to influence and collaborate with senior management and work across all levels of an organization.
* Deep knowledge of national and applicable regional carriers - incl. discounts, embedded programming, and emerging solutions
* Membership in the American Academy of Actuaries (MAAA) and Society of Actuaries (SOA) with a designation of Fellow or Associate.
Behaviors:
* Detail oriented
* Strong analytical skills and good communication and interpersonal skills.
* Must remain aware of new techniques and office procedures and be able to implement new or changing procedures with adequate instruction but minimal supervision.
* Must maintain favorable relationships with clients, vendors and other office staff.
#LI-MB1
Compensation and benefits
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:
* Medical/dental/vision plans, which start from day one!
* Life and accident insurance
* 401(K) and Roth options
* Tax-advantaged accounts (HSA, FSA)
* Educational expense reimbursement
* Paid parental leave
Other benefits include:
* Digital mental health services (Talkspace)
* Flexible work hours (availability varies by office and job function)
* Training programs
* Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
* Charitable matching gift program
* And more...
The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.