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Senior associate jobs in Kettering, OH

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  • Senior Audit Associate

    True North Consultants 4.4company rating

    Senior associate job in Cincinnati, OH

    The Audit Senior Accountant will perform accounting processes on a variety of engagements, such as audits, reviews and compilations of financial statements for a variety of industries. Locations - Cincinnati, Columbus, Toledo Audit Senior Accountant The Audit Senior Accountant will perform accounting processes on a variety of engagements, such as audits, reviews and compilations of financial statements for a variety of industries. Locations - East Lansing, Cincinnati, and Miami Valley. Major Responsibilities: Prepare and/or proof financial statements Prepare work paper documentation according to the Firm's standards Perform client inventory observations when applicable Become familiar with: The Firm's policies and procedures Firm computer hardware and software The service the Firm provides Perform other duties as required or assigned Ability to work full-time (plus overtime) from January through April 15 Required Experience: Bachelor's degree in Accounting or a related field Previous professional work or internship experience in public accounting or related field CPA preferred, qualified to sit for the CPA examination Ability to apply knowledge obtained by a bachelor's degree in Accounting A willingness and ability to work independently and in a team environment Excellent interpersonal skills Excellent oral and written communication skills Excellent attention to detail Proficient with MS Office Suite
    $71k-109k yearly est. 60d+ ago
  • Senior Associate, Corporate Compliance and Transformation Services

    KPMG 4.8company rating

    Senior associate job in Cincinnati, OH

    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, Corporate Compliance and Transformation Services to join our Global Compliance Management Services practice. Responsibilities: * Oversee assigned engagements * Facilitate client communications and participate in process review debriefs * Collaborate with engagement teams and clients to transition projects * Manage escalation of engagement questions * Maintain and implement standardized contracts * Share best practices with compliance teams Qualifications: * Minimum two years of recent tax or accounting experience; minimum one year of recent project management experience * Bachelor's degree from an accredited college or university * PMP or Lean Six Sigma-Green Belt (or higher) certifications preferred * Excellent written and verbal communication skills; strong organizational and delegation skills * Ability to operate in a national/international teaming environment, collaborate well with other team members and work self-sufficiently with appropriate oversight 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, the firm 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 the firm publishes a calendar of holidays to be observed during the year and provides two firmwide 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: *********************************************************************** California Salary Range: $69900 - $138200 KPMG LLP (the U.S. member firm of KPMG International) 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 the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). 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.
    $69.9k-138.2k yearly 60d+ ago
  • Investment Senior Associate

    WTW

    Senior associate job in Cincinnati, OH

    As a member of dedicated client teams, you will work closely with the lead consultant in providing a variety of high-quality services to defined contribution and defined benefit plan sponsor clients and their various sub committees. These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for the day-to-day management of client relationships (supported by other consultants and investment analysts as appropriate). You will also have involvement with technical working parties and support the provision of training to junior team members. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Clients Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects Manage client expectations and raise appropriate issues to Senior Consultants and Client Relationships Managers Deliver superior, consistent project management for assigned clients Draft client deliverables including investment and plan performance reports, capital markets updates, manager recommendations, plan and fee benchmarking, and legislative, judicial, and regulatory briefs Attend regular client investment committee meetings and support the senior consultants in the delivery of WTW's investment consulting services Serve as the day-to-day project lead, ensuring the progress of the team against established objectives, budgets, timeline, deliverables and quality standards Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues Provide a wide range of services to trustees, investment sub-committees and corporate sponsors Excellence Support Senior Consultants in the provision of first class advice and guidance related to their retirement plan strategy including the selection, implementation and monitoring of investment strategies, plan design, employee engagement and vendor Perform technical check of work Directly contribute to clients' success through applying your technical expertise Participate in special projects as needed Contribute to the development of new tools and approaches Financial Meet revenue and billable hour goals as described by manager Support the generation of new business as part of the broader team People Build relationships internally and collaborate effectively on cross-functional teams Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels Serve as mentor to project team associates Qualifications The Requirements Undergraduate degree along with progress towards relevant professional qualifications such as CFA, AIF, CRPS, CIMA, etc. Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management). Relevant experience with corporate retirement plans including 401(k), 403(b), and Deferred Compensation and Non-Qualified Plans Insight into practical issues of investment management organizations (investment process, organizational structure and people, marketing, business management and strategy) Commanding knowledge and commercial awareness of financial markets and institutional investing Proven experience successfully managing multiple projects and producing quality deliverables on time and within budget Strong oral and written communication skills and ability to liaise with internal and external constituencies Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels Inquiring and analytically minded with a logical and thorough work ethic Track record of mentoring junior colleagues to deliver high quality Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). Compensation The base salary compensation range being offered for this role is $110,000 to $150,000 USD per year. The role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. EOE, including disability/vets This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
    $110k-150k yearly Auto-Apply 60d+ ago
  • Pega UI / UX - Senior Associate

    PwC 4.8company rating

    Senior associate job in Cincinnati, OH

    Industry/Sector Not Applicable Specialism Platform Engineering & Architecture Management Level Senior Associate At PwC, our people in integration and platform architecture focus on designing and implementing seamless integration solutions and robust platform architectures for clients. They enable efficient data flow and optimise technology infrastructure for enhanced business performance. Those in cloud and network architecture at PwC will focus on designing and implementing efficient and secure solutions for clients. You will be leveraging cutting-edge technologies to optimise infrastructure and enhance connectivity. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Respond effectively to the diverse perspectives, needs, and feelings of others. * Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. * Use critical thinking to break down complex concepts. * Understand the broader objectives of your project or role and how your work fits into the overall strategy. * Develop a deeper understanding of the business context and how it is changing. * Use reflection to develop self awareness, enhance strengths and address development areas. * Interpret data to inform insights and recommendations. * Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Integration and Platform Architecture team, you will design, prototype, and implement user interfaces for Pega-based applications that balance functionality, usability, and aesthetics. As a Senior Associate, you will leverage your knowledge in Pega UI components and collaborate closely with business and technical teams to secure designs, meet business objectives and enhance the overall digital experience. This role offers a unique chance to contribute to PwC's Pega design framework and stay current with emerging design trends while enhancing user experiences. Responsibilities * Design and prototype user interfaces for Pega-based applications * Collaborate with technical and business teams to align designs with objectives * Implement Pega UI components to enhance user experience * Stay updated on emerging design trends and practices * Enhance functionality and usability in application interfaces * Contribute to the development of PwC's Pega design framework * Analyze user feedback to inform design improvements * Maintain adherence to quality standards in user interface design What You Must Have * Bachelor's Degree * At least 3 years of experience What Sets You Apart * Master's Degree in UI/UX design preferred * Advanced degree or formal certification in UI/UX design preferred * Pega Certified UI Specialist or Pega Certified Senior UI Specialist preferred * Designing intuitive and visually engaging interfaces * Conducting user research and usability testing * Creating wireframes, mockups, and prototypes * Optimizing workflows for scalability and adaptability * Staying current with emerging design trends Travel Requirements Up to 80% Job Posting End Date 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: ***********************************
    $62k-88k yearly est. Auto-Apply 32d ago
  • Cyber Response, Sr. Associate (Open)

    RSM 4.4company rating

    Senior associate job in Cincinnati, OH

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Responsibilities Execute remediation steps during and after cybersecurity incidents such as ransomware, business email compromise, and malware outbreaks. Rebuild and harden Windows and Microsoft 365 environments, ensuring secure configurations. Assist with restoring servers, applications, and directory services in alignment with recovery plans. Apply security baselines, patching, and configuration changes across client environments. Support forensic and incident response teams by implementing recommended containment and eradication measures. Contribute technical input to long-term security roadmaps. Collaborate with cross-functional teams to ensure recovery tasks are executed efficiently and accurately. Maintain strong documentation of remediation actions performed. Required Qualifications 3+ years of hands-on technical experience in IT infrastructure, system administration, or remediation. Strong technical background with: Windows Server (2012+) and Windows 10/11 Active Directory and Group Policy Microsoft 365 / Azure AD (Exchange Online, Conditional Access, Intune, Teams) Endpoint and server hardening best practices Backup technologies such as Veeam or Windows Server Backup Networking fundamentals including VPN, firewall, and segmentation Experience with scripting and automation (PowerShell preferred). Ability to work under pressure in fast-moving, high-stakes engagements. Strong problem-solving skills and attention to detail. Preferred Qualifications Experience with incident recovery or IT rebuilds following ransomware or malware incidents. Familiarity with cloud and hybrid environments, including Azure. Exposure to EDR tools and remediation workflows. Microsoft certifications (MS-500, AZ-500, or equivalent). Previous consulting or managed services experience. Strong teamwork orientation and ability to follow structured processes. Additional experience with enterprise backup and recovery solutions such as Veeam, as well as advanced networking and firewall administration. At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $85.1k-161.7k yearly Auto-Apply 60d+ ago
  • Facilities Senior Associate

    Engineering Consulting Services, Ltd. 4.3company rating

    Senior associate job in Olde West Chester, OH

    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 * 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 * B.Arch or M.Arch accredited by NAAB or BS or MS in Engineering accredited by ABET, Building Science, Construction Management, or related degree accredited college/university * 6+ years of relevant experience in building facilities consulting * In lieu of education, 8 years of experience as ECS Facilities Associate III, or equivalent combination of experience, certification, and education required. Minimum 16 years of experience managing structural or building enclosure projects, and providing assessments and investigative services (forensics) for the built environment required 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: *******************
    $69k-104k yearly est. Auto-Apply 60d+ ago
  • Senior Associate, Assurance - Financial Services

    Forvis, LLP

    Senior associate job in Cincinnati, OH

    Description & Requirements The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements. What You Will Do: * Perform detailed audit procedures over various income statement and balance sheet accounts * Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks * Deliver exceptional client service that exceeds expectations through timely, unmatched support while cultivating strong relationships as a trusted advisor and partner in their success * Collaborate proactively with key client management to identify issues and recommend practical solutions. * Take ownership of assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes * Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation. * Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge * Support the proposal process for prospective clients by contributing insights and helping articulate the firm's capabilities and areas of expertise * Collaborate on Forvis Mazars-sponsored technical publications and contribute to internal learning and development sessions to share knowledge and foster team growth * Represent the firm at campus recruiting events, engaging with top-tier university talent to promote the company's brand, share career opportunities, and support early talent acquisition initiatives Minimum Qualifications: * Bachelor's Degree in Accounting or related field * 2+ years of relevant audit experience * Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy. * Proficiency in Microsoft Office Suite * Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. Preferred Qualifications: * Master's Degree in related field * Current and valid CPA (Certified Public Accountant) license * Experience with Caseware software for financial reporting and audit documentation #LI-CIN #LI-JB1
    $60k-88k yearly est. 60d+ ago
  • Seasonal Audit Senior Associate

    Grant Thornton 4.6company rating

    Senior associate job in Cincinnati, OH

    Van-life traveler + on-the-go accountant Busy parent + busier auditor Avid gardener + growth-minded CPA Many combinations go against expectations for the type of career you can have in professional services. We're here to meet and then go beyond those expectations with the seasonal audit senior associate role that lets you pursue passions instead of promotions. As a Seasonal Audit Senior Associate, you are brought in during the firm's busy seasons, or other short-term periods driven by business need, 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 and flexibility to help you excel. Here, you're also more than “seasonal” - you're part of the team. Beyond flexibility, we offer an experience that is more supportive and inclusive, where you will like the people and clients you're working with and value the relationships you're able to develop. 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 Working with the team to design audit procedures using audit technology and innovation tools. Researching accounting & auditing matters and documenting conclusions Training and supervising audit associates and interns and providing feedback 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 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 requirements 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 Designing a schedule that works for you and for your clients (one client or multiple clients) Excellent verbal and written communication skills
    $56k-72k yearly est. Auto-Apply 60d+ ago
  • Senior Associate, Compliance (Form 5500 Filings)

    Fidelity Investments 4.6company rating

    Senior associate job in Covington, KY

    The Senior Associate on the 5500-QDRO Team is responsible for working with clients to complete government Form 5500 filings for DB, DC, and Health & Welfare plans for a book of business containing clients with small to large plans. The Senior Associate works on plans of varying complexity and is responsible for keeping current with ERISA, DOL, and IRS regulations. Other responsibilities include managing client relationships with service providers - such as auditors, trustees, record keepers, and insurance agents; acting as a technical resource for clients, colleagues, and various internal business partners; peer-reviewing the work of Associates on the team; and serving as a mentor for others. The Senior Associate may also provide support for our QDRO (Qualified Domestic Relations Order) processing activities. The Expertise and Skills You Have * Specific experience with Form 5500 and related filings required * Experience with Form 5500 filing software (FT William, Relius, EFast, etc.) * 7+ years working with DB, DC, or Health & Welfare plans * Bachelor's Degree or equivalent work experience * Outstanding client consulting skills * Excellent coaching skills * A deep understanding of form 5500 and related filing work. * You are technically inclined with application experience and proficiency (e.g.- Excel, Word, PowerPoint, database tools, ad-hoc query development, etc.). * Strong project management skills, the ability to balance/prioritize multiple projects, and an understanding of risk and time management. * Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality. * Impressive oral and written communication skills. * Focus on quality, details, and meeting client expectations. * Strong customer service approach. * Organized, self-motivated, and focused on meeting deadlines Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver * Act as a subject matter expert for questions regarding 5500 services to our internal business partners and colleagues. Keep current with ERISA, DOL, and IRS regulations regarding 5500 reporting. * Work with Fidelity colleagues, clients, and third parties to onboard new clients. * Accurately, efficiently, and timely prepare Form 5500 filings and provide related consulting for DB, DC, H&W and Puerto Rico benefit plans. * Work with minimal direction and effectively prioritize workload based upon urgency, product/client importance, client/business partner expectations, and team goals. * Develop strong relationships with clients - including their service providers (auditors, recordkeepers, and insurance agents), and internal business partners - including Managing Directors, Operations Delivery Leaders, Consultants, COE colleagues, and Account Managers. * Peer-review the work of junior colleagues on the team and provide mentorship. * Work on special projects. * Expand overall knowledge of the Workplace Consulting Group. * Review/Qualify Domestic Relations Orders and prepare communications for involved parties. The Team This role will reside within Workplace Consulting's Center of Excellence (COE) organization. You will be responsible for a caseload of Form 5500 filings and QDRO work. Quality, attention to detail, and strict adherence to deadlines will be reflected in the work you deliver. You will support the COE's interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Consulting
    $80k-153k yearly 32d ago
  • Assurance Manager

    Clark Schaefer Hackett 3.9company rating

    Senior associate job in Cincinnati, OH

    Career Opportunity: Audit / Assurance Manager Are you ready to lead with purpose, grow with intention, and thrive in a firm that lives its values? At Clark Schaefer Hackett, we don't just talk about Respect, Excellence, Accountability, and Leadership - we live them every day. We offer the intellectual challenge of a top-tier CPA firm - complex work, inspiring mentors, and clear career paths - without the burnout. No endless travel. No work-life imbalance. No restrictive assignments. Why Join Us? 5 Weeks PTO + flexible scheduling Comprehensive benefits package Career enrichment through coaching, mentoring, and leadership development Challenging, meaningful work with a variety of clients and industries Supportive culture that values your voice and your growth What You'll Do Lead audits from planning to final review Manage client relationships and deliver exceptional service Mentor and develop junior team members Identify opportunities to add value and expand services Drive engagement success - on time, on budget, and with excellence What You Bring CPA or CPA-eligible with a Bachelor's in Accounting 3+ years of audit experience Strong knowledge of GAAP and audit standards Excellent communication and leadership skills A passion for helping clients and developing people About Clark Schaefer Hackett We're more than a firm - we're a community. With 500+ professionals across nine offices, we're united by a mission to better the lives of our clients, people, and communities. We invest in our people through continuous learning, leadership training, and real opportunities to grow. We live our REAL Values: Respect for each other and our clients Excellence in everything we do Accountability to ourselves and our teams Leadership at every level Ready to Lead with Us? Apply online today and discover what it means to build a career where your values and your work align.
    $70k-89k yearly est. 60d+ ago
  • Assurance Manager - Cincinnati

    GBQ Holdings 3.7company rating

    Senior associate job in Cincinnati, OH

    The Assurance Manager will actively lead audit, review, and other assurance projects including planning, fieldwork, and wrap-up of all engagements. Lead engagement teams and manage client relationships including having responsibility for day-to-day client contact. Assist firm leadership in identifying new work and assist in obtaining new engagements. Create plans and budgets for audit and other assurance programs and ensure completion of engagements within a defined timeline. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development. Tasks: Oversee all aspects of audits, reviews, and other assurance engagements Develop programs, plans, and approaches for assigned client engagements Supervise and review all work of seniors, staff, and interns on assigned client engagements Responsible for supervising, mentoring training and supporting the development of seniors, staff, and interns Communicate status of work, problems, and findings to both internal GBQ management and clients Collaborate with firm leaders, other departments and client leadership to identify issues and develop and implement solutions to address issues identified Review engagement profitability and prepare and analyze monthly billing for assigned engagements Develop and deliver executive presentations, summaries of financial information and lead client and internal meetings Profitability: Monitor the hours incurred by engagement team members and the progress of assigned client engagements to ensure work is completed within both a defined budget and a defined timeline Achieve charge hour budget and meet hour expectations established by the firm Monitor staff charge budgets to ensure staff and seniors achieve charge hour budgets and hour expectations established by the firm Prioritize and manage multiple engagements and tasks Participate in and lead approved non-client initiatives to improve firm administration Assist in establishing and implementing policies that improve department efficiencies Consistently utilize all firm and department software efficiently Practice Growth: Represent firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc. Demonstrate strong leadership skills while completing client work and firm-related projects Identify opportunities to obtain new engagements and assist firm leadership in securing new clients and engagements Participate in and lead public speaking engagements and presentations Demonstrate excellent written and verbal communication skills Client Focus: Demonstrate strong analytical skills and deep knowledge of technical concepts Demonstrate excellent judgment to identify and mitigate risks Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio Coordinate and collaborate with the team, other firm associates and client personnel to ensure the efficient flow of data, information, and financial issues, risks, and recommendations Identify and present operational and financial improvement opportunities for clients served Demonstrate appropriate understanding of client s business, industry an, resources available to provide value to clients Identify complex issues and perform complex technical research to make recommendations to firm and client leadership Brand Culture/Development: Exemplify Brand Attributes of the Firm and promote a positive work environment for team members Support and ensure adherence to all administrative policies and procedures of the firm Demonstrate an ability to work independently or in a team environment and exhibit confidence addressing and resolving conflict with peers, subordinates and firm leaders Consistently seek feedback on performance from superiors and enhance and develop individual professional and technical skills Prepare and deliver objective and candid performance evaluations to direct reports and identify coaching and mentoring opportunities to assist in the development of associates Work Experience and Education: BA or BS in accounting or a related field Must be a CPA Strong proficiency with PC and software packages utilized by Assurance Department Approximately 5-7 years of financial audit experience in public accounting Organizational Relationships: Individual will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process Responsible for the co-management and supervision of the Assurance Department staff numbering more than 35 people Special Requirements: Reliable transportation for on-site client work Ability to work evenings and weekends based on time of year and client demands GBQ participates in E-Verify.
    $59k-76k yearly est. 60d+ ago
  • Accounting & Assurance Manager

    Spartan Placements, LLC

    Senior associate job in Cincinnati, OH

    Job Description Accounting & Assurance Manager We are seeking an Accounting & Assurance Manager. Duties/Responsibilities: Leading assurance engagements from planning to delivery-reviews, compilations, and agreed-upon procedures Supervising, coaching, and mentoring junior staff and seniors Reviewing workpapers and financial statements for accuracy, completeness, and compliance Building strong client relationships, providing advisory insight beyond compliance Managing deadlines, budgets, and workflows across multiple engagements Supporting quality control and implementation of new standards and procedures Collaborating with partners and contributing to firm initiatives that strengthen our service offerings Your Qualifications: Active CPA license 4-10 years of accounting experience, with at least 3 years in public accounting Strong understanding of GAAP, SSARS, and assurance procedures Comfortable supervising staff and leading engagements Confident communicator-written, verbal, and client-facing Tech-savvy with experience in modern accounting platforms (e.g., QuickBooks, Sage) We Offer: Competitive Compensation Plan - including SIGNING BONUS Flexible Work Schedules & Environment Comprehensive Health & Insurance Benefits Package Retirement & Savings Plans including 401(k) with Employer Contribution Paid Time Off & Paid Company Holidays Convenient Location & Free Parking - Walk to The Banks/Downtown Professional Development Training Support Inclusive Community Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.
    $50k-80k yearly est. 31d ago
  • Financial Consultant Sr - Financial Planning & Analysis

    Carebridge 3.8company rating

    Senior associate job in Mason, OH

    Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. At Federal Government Solutions - FGS, a proud member of the Elevance Health, Inc. family of companies, we're creating greater access to care for our members, greater value for our customers, and greater health for our communities. Join us and together we will drive the future of federal health care. The Financial Consultant Sr is responsible for providing financial analysis and preparing analysis of results for FGS and Elevance Health lines of business. How you will make an impact: * Preparing the Annual Incurred Cost Proposal (ICP) for FGS and NGS, which is a critical requirement resulting in the full reimbursement of allowable, allocable costs incurred on our federal government contracts. * Works with management to provide decision support analysis. * Conducts and documents complex financial and business related analyses and research fields including financial and expense performance, rate of return, depreciation, working capital and investment. * Focuses on business improvement initiatives and leads and directs projects. * Provides guidance to less experienced financial consultants. Minimum Requirements: Requires a BA/BS in accounting or finance and a minimum of 5 years budgeting, forecasting and accounting financial reporting experience; or any combination of education and experience, which would provide an equivalent background. Preferred Skills, Capabilities and Experiences: * Prior experience working in a financial planning & analysis role preferred. * Previous experience with federal government contracting accounting highly preferred. * Experience working with Annual Incurred Cost Proposal (ICP) highly preferred. * Experience with Cost Point and TM1 preferred. If this job is assigned to any Government Business Division entity, the applicant and incumbent fall under a 'sensitive position' work designation and may be subject to additional requirements beyond those associates outside Government Business Divisions. Requirements include but are not limited to more stringent and frequent background checks and/or government clearances, segregation of duties principles, role specific training, monitoring of daily job functions, and sensitive data handling instructions. Associates in these jobs must follow the specific policies, procedures, guidelines, etc. as stated by the Government Business Division in which they are employed. For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $87,108 to $143,106 Locations: District of Columbia (Washington, DC), Illinois, Maryland, Minnesota, New Jersey, New York In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws. * The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
    $87.1k-143.1k yearly Auto-Apply 60d+ ago
  • Audit Manager

    UHY 4.7company rating

    Senior associate job in Cincinnati, OH

    JOB SUMMARYAs an Audit Manager, you will be a key leader responsible for overseeing the planning, execution, and successful completion of audit engagements. Your extensive experience in audit and assurance, combined with your leadership skills, will drive the firm's commitment to delivering exceptional client service, maintaining high-quality standards, and fostering team growth. Engagement Leadership Lead and manage a team of audit professionals, including senior and staff members, in planning, executing, and concluding audit engagements Ensure adherence to engagement timelines, budgets, and firm standards Client Relationship Management Build and maintain strong client relationships, serving as the primary point of contact for audit engagements Provide strategic insights and recommendations to clients for improving financial processes, controls, and reporting Audit Planning and Strategy Collaborate with partners and directors to develop comprehensive audit strategies and plans that address client-specific risks and objectives Oversee the allocation of resources, assignment of roles, and development of audit programs Audit Execution, Review, Technical Expertise Conduct complex audit procedures, review workpapers, and assess audit findings to ensure the accuracy and integrity of financial statements and disclosures Monitor the progress of audit engagements, providing guidance to resolve challenges and meet milestones Stay abreast of evolving accounting standards, regulatory changes, and industry trends, and apply this knowledge to engagement Provide expert guidance to the team on complex accounting and auditing issues Team Development and Mentorship Coach, mentor, and develop audit staff and senior team members, fostering a culture of continuous learning and professional growth Conduct performance evaluations, provide feedback, and identify opportunities for skill development Quality Control and Assurance Ensure the accuracy, completeness, and compliance of audit documentation, reports, and conclusions with firm standards and regulations Implement best practices and methodologies to enhance the quality of audit engagements Business Development Identify opportunities to expand the firm's client base and service offerings Contribute to business development activities, including client proposals, presentations, and networking Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 5 - 8 years of relevant experience 5+ years of relevant audit experience within a CPA firm, with progressive leadership responsibilities CPA license is required; equivalent certifications are required for IT audit Responsible for completing the minimum CPE credit requirement Specific positions may require additional industry or specialization certifications Preferred education and experience Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $76k-95k yearly est. Auto-Apply 60d+ ago
  • Oracle Cloud Finance - Senior Associate

    PwC 4.8company rating

    Senior associate job in Cincinnati, OH

    **Specialty/Competency:** Oracle **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: + Use feedback and reflection to develop self awareness, personal strengths and address development areas. + Delegate to others to provide stretch opportunities, coaching them to deliver results. + Demonstrate critical thinking and the ability to bring order to unstructured problems. + Use a broad range of tools and techniques to extract insights from current industry or sector trends. + Review your work and that of others for quality, accuracy and relevance. + Know how and when to use tools available for a given situation and can explain the reasons for this choice. + Seek and embrace opportunities which give exposure to different situations, environments and perspectives. + Use straightforward communication, in a structured way, when influencing and connecting with others. + Able to read situations and modify behavior to build quality relationships. + Uphold the firm's code of ethics and business conduct. **Job Requirements and Preferences** : **Basic Qualifications** : **Minimum Degree Required** : Bachelor Degree **Minimum Years of Experience** : 3 year(s) **Preferred Qualifications** : **Preferred Knowledge/Skills** : Demonstrates a thorough level of abilities with, and/or a proven record of success as both an individual contributor and team member, identifying and addressing client needs by: + Communicates a broad range of Firm services; + Manages engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues; + Supervises teams to create an atmosphere of trust and seeking diverse views to encourage improvement and innovation; + Answers questions and provides direction to junior staff; and, + Coaches staff including providing timely meaningful written and verbal feedback. Demonstrates thorough abilities and/or a proven record of success leading efforts in consulting, designing, implementing, and supporting Oracle applications-based solutions, including the following: + Participates in the improvement of business processes, including but not limited to the following Oracle application-packaged modules including Oracle Cloud, EBS, PeopleSoft; + Understands the common issues facing PwC's clients of all Industries and Sectors; + Demonstrates thorough abilities and/or a proven record of success with one or more Oracle Cloud, Oracle EBS, or Oracle PeopleSoft application modules including; + Designs, implements, and supporting business processes in an Oracle environment; + Designs, builds, tests, and deploys various Oracle solutions; + Builds relationships with clients; + Develops an awareness of Firm services; + Provides functional specialization to troubleshoot production issues and testing enhancements within Oracle Cloud applications; + Determines the root cause of incidents and making recommendations for prevention in the future; + Communicates with the client in an organized and knowledgeable manner; + Delivers clear requests for information; + Demonstrates flexibility in prioritizing and completing tasks; and, + Communicates potential conflicts to a supervisor; Demonstrates thorough abilities and/or a proven record of success as a team member by: + Understands personal and team roles; + Contributes to a positive working environment by building relationships with team members; + Seeks guidance, clarification, and feedback proactively; and, + Provides guidance, clarification, and feedback to less-experienced staff. 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: ***********************************
    $62k-88k yearly est. 60d+ ago
  • Senior Associate, Workday Integrations

    KPMG 4.8company rating

    Senior associate job in Cincinnati, OH

    KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Senior Specialist, Workday Integrations to join our Managed Services practice. Responsibilities: * Execute the day-to-day activities of Workday managed services engagements for a variety of post-production clients including enhancement and optimization initiatives, break/fix support, release management, new feature deployments, process improvement and road mapping activities * Work to ensure client satisfaction and timely delivery and collaborate with clients to strategize and drive goals forward post-production * Support cross functional teams to resolve issues and deliver solutions; lead the analysis, design, configuration, and delivery of the Workday solution * Coordinate work handoffs with offshore team including traceability of client updates and work in progress; act as a point of contact for client to discuss support needs during US business hours * Act as functional subject matter expert during sales and proposal activities as well as on KPMG Value Optimizations, assessing tenant to identify optimization opportunities for clients to realize value out of Workday investment * Mentor and upskill junior resources both onshore and offshore * Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: * Minimum three years of recent client facing experience in area of Workday Integrations; experience should include support of Workday clients for a managed services organization and/or participation in at least one full-scale implementation of Workday Integrations * MBA or MIS from an accredited college/university is preferred; a minimum of a Bachelor's degree from an accredited college/university; required Workday certification/skills in Workday Integrations (EIB, Core Connector), Studio, and ability to write and troubleshoot XML/XSL; preferred certification/skills in Advanced Reporting and BIRT; please note that any candidate hired by KPMG into this position that doesn't currently hold the aforementioned certification will be required to secure them within three months from the commencement of employment * Strong understanding of ITIL framework, ITSM and service desk management * Outstanding verbal and written communication skills, with the ability to explain technical concepts to non-technical stakeholders * Possess solid understanding of process reengineering, designing and implementing business performance management enhancements including process workflow, approvals and reporting * Ability to stay updated with Workday features, tools, and best practices through continuous learning and training * Ability to travel as required * Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa) 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: ********************************************************************** California Salary Range: $91000 - $177400 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.
    $49k-62k yearly est. 60d+ ago
  • Assurance Manager - Nonprofit

    RSM 4.4company rating

    Senior associate job in Dayton, OH

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM is looking for a Manager to join our dynamic Nonprofit Assurance Practice, where we specialize in serving a diverse range of organizations. Our clients include nationally recognized trade and membership associations, large philanthropic foundations, social service and cultural organizations, colleges and universities, and private clubs. Our professionals have the unique and rewarding opportunity to work with organizations that make a positive impact on our communities. By supporting people and contributing to mission-focused initiatives, you will play a crucial role in fostering societal growth and development. Responsibilities: * Provide timely, high quality client service that meets or exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables * Assess risk along with design and communicate audit procedures to engagement teams * Understand and utilize RSM's Audit Methodology * Manage multiple engagement teams and prepare end-of-engagement evaluations for staff * Understand skillsets and capabilities of Senior Associates and Supervisors and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process * Supervise Audit Seniors and Supervisors on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment * Maintain contact with clients throughout the year to understand impact of significant developments in client's business and assess impact on current year audit engagements * Develop others within the Firm through facilitating levels based or industry training, advising on career development or participating in other Firm initiatives * Subscribe to and actively read industry publications and share relevant information with clients as considered applicable * Anticipate and address client concerns and escalate issues as they arise * Understand RSM's lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm * Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth * Manage profitability of projects * Identify and communicate accounting and auditing matters to Senior Managers and Partners * Identify performance improvement opportunities * Ensure professional development through ongoing education * Keep abreast of latest developments as they affect GAAP and the Firm's standards and policies * Willingness to travel 25% of the year, depending on your clients Required Qualifications: * BS/BA Degree in Accounting or equivalent degree * CPA or CA Certification * 5+ years of current or recent experience in a public accounting environment * Experience leading teams and mentoring associates * Understanding of audit services with knowledge of GAAP, GAAS and FASB or IFRS regulations * A proven record of building profitable, sustainable client relationships * Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements Preferred Qualifications: * A successful record of directing and deploying staff and senior associates on multiple, simultaneous engagement At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $89,800 - $170,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $89.8k-170.5k yearly Easy Apply 60d+ ago
  • Manager, Assurance

    Forvis, LLP

    Senior associate job in Cincinnati, OH

    Description & Requirements The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements. What You Will Do: * Manage the planning and execution of audit engagements, ensuring effective coordination of fieldwork, timely completion of procedures, and adherence to professional standards and client expectations. * Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks * Conduct in-depth research on complex accounting and audit matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports. * Review audit workpapers to ensure accuracy, completeness, and compliance with professional standards and firm policies * Engage proactively with senior client stakeholders to identify audit risks, offer insights, and implement practical solutions. * Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success. * Support client growth and retention through strategic planning and business development. * Mentor and manage assurance professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team. * Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements * Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes. * Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities. Minimum Qualifications: * Bachelor's Degree in Accounting or related field * 5+ years of relevant audit experience * Current and valid CPA (Certified Public Accountant) license * Proficiency in Microsoft Office Suite * Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. Preferred Qualifications: * Master's Degree in related field * Experience with Caseware software for financial reporting and audit documentation #LI-CIN #LI-JB1
    $50k-80k yearly est. 60d+ ago
  • Oracle Cloud Finance - Senior Associate

    PwC 4.8company rating

    Senior associate job in Cincinnati, OH

    Industry/Sector Not Applicable Specialism Oracle Management Level Senior Associate A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: * Use feedback and reflection to develop self awareness, personal strengths and address development areas. * Delegate to others to provide stretch opportunities, coaching them to deliver results. * Demonstrate critical thinking and the ability to bring order to unstructured problems. * Use a broad range of tools and techniques to extract insights from current industry or sector trends. * Review your work and that of others for quality, accuracy and relevance. * Know how and when to use tools available for a given situation and can explain the reasons for this choice. * Seek and embrace opportunities which give exposure to different situations, environments and perspectives. * Use straightforward communication, in a structured way, when influencing and connecting with others. * Able to read situations and modify behavior to build quality relationships. * Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 3 year(s) Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates a thorough level of abilities with, and/or a proven record of success as both an individual contributor and team member, identifying and addressing client needs by: * Communicates a broad range of Firm services; * Manages engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues; * Supervises teams to create an atmosphere of trust and seeking diverse views to encourage improvement and innovation; * Answers questions and provides direction to junior staff; and, * Coaches staff including providing timely meaningful written and verbal feedback. Demonstrates thorough abilities and/or a proven record of success leading efforts in consulting, designing, implementing, and supporting Oracle applications-based solutions, including the following: * Participates in the improvement of business processes, including but not limited to the following Oracle application-packaged modules including Oracle Cloud, EBS, PeopleSoft; * Understands the common issues facing PwC's clients of all Industries and Sectors; * Demonstrates thorough abilities and/or a proven record of success with one or more Oracle Cloud, Oracle EBS, or Oracle PeopleSoft application modules including; * Designs, implements, and supporting business processes in an Oracle environment; * Designs, builds, tests, and deploys various Oracle solutions; * Builds relationships with clients; * Develops an awareness of Firm services; * Provides functional specialization to troubleshoot production issues and testing enhancements within Oracle Cloud applications; * Determines the root cause of incidents and making recommendations for prevention in the future; * Communicates with the client in an organized and knowledgeable manner; * Delivers clear requests for information; * Demonstrates flexibility in prioritizing and completing tasks; and, * Communicates potential conflicts to a supervisor; Demonstrates thorough abilities and/or a proven record of success as a team member by: * Understands personal and team roles; * Contributes to a positive working environment by building relationships with team members; * Seeks guidance, clarification, and feedback proactively; and, * Provides guidance, clarification, and feedback to less-experienced staff. Travel Requirements Up to 60% Job Posting End Date 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: ***********************************
    $62k-88k yearly est. Auto-Apply 60d+ ago
  • Senior Associate, Workday Financials

    KPMG 4.8company rating

    Senior associate job in Cincinnati, OH

    KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Senior Specialist to join our Managed Services practice. Responsibilities: * Execute the day-to-day activities of Workday managed services engagements for a variety of post-production clients including enhancement and optimization initiatives, break/fix support, release management, new feature deployments, process improvement and road mapping activities * Work to ensure client satisfaction and timely delivery and collaborate with clients to strategize and drive goals forward post-production * Support cross functional teams to resolve issues and deliver solutions; lead the analysis, design, configuration, and delivery of the Workday solution * Coordinate work handoffs with offshore team including traceability of client updates and work in progress; act as a point of contact for client to discuss support needs during US business hours * Act as functional subject matter expert during sales and proposal activities as well as on KPMG Value Optimizations, assessing tenant to identify optimization opportunities for clients to realize value out of Workday investment * Mentor and upskill junior resources both onshore and offshore * Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: * Minimum three years of recent client-facing experience in Workday Finance; experience should include support of Workday clients for a managed services organization and/or participation in at least two full-scale implementation of Workday Financials * MBA or MIS from an accredited college/university is preferred; minimum of a Bachelor's degree from an accredited college/university is required; required Workday certification/skills in at least two of the following modules: Workday Pro Contracts to Cash Services, Business Assets Services Certification, Accounting Center Certification; please note that any candidate hired by KPMG into this position that doesn't currently hold the aforementioned certification will be required to secure them within three months from the commencement of employment * Understanding of ITIL framework, ITSM and service desk management * Strong verbal and written communication skills, with the ability to explain technical concepts to non-technical stakeholders * Strong organizational skills with the ability to prioritize and manage multiple tasks effectively; ability to stay updated with Workday features, tools, and best practices through continuous learning and training * Understanding of process reengineering, designing and implementing business performance management enhancements including process workflow, approvals and reporting * Ability to travel as required * Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa) 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: ********************************************************************** California Salary Range: $91000 - $177400 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.
    $49k-62k yearly est. 60d+ ago

Learn more about senior associate jobs

How much does a senior associate earn in Kettering, OH?

The average senior associate in Kettering, OH earns between $51,000 and $106,000 annually. This compares to the national average senior associate range of $56,000 to $121,000.

Average senior associate salary in Kettering, OH

$73,000
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