Senior associate jobs in Memphis, TN

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

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

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Assurance team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior to join their dynamic team. For private and closely-held companies, precise financial statements provide the accurate information needed to effectively manage successful business relationships. Taking this simple step minimizes risk and provides peace of mind to key lenders and stakeholders. Our assurance advisors offer specialized and personalized audit expertise that gives you and your stakeholders the confidence and financial insight needed to make sound business decisions. As a registered member of the Public Company Accounting Oversight Board (PCAOB), we adhere to the highest professional standards and provide a full range of assurance services. We focus on building trusted relationships, clear communication and efficiency throughout the audit process, making the audit experience effortless so you can focus on what's next. Responsibilities: * Accurately and skillfully performing audits. * Preparing audit work papers and adjusting trial balances. * Utilizing time management to plan and schedule client engagements. * Assembling trial balances and compiling financial statements into a written report to be presented. * Effectively communicating the accuracy of financial statements and other financial information to clients and co-workers. * Continuously fostering relationships with coworkers and clients. * Traveling to some to client sites. Qualifications: * 4-year bachelor's degree in Accounting * Master's degree preferred * Licensed CPA preferred * 3-5 years of experience working for a public accounting firm * Developed specialties in Manufacturing and/or Technology * Understanding and applying Excel skills * Successfully using CaseWare or other audit software * Demonstrating exceptional verbal and written communication skills * Working effectively and personably within a team $70,000 - $124,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: * Medical, Dental, and Vision Insurance on the first day of employment * Flexible Spending Account and Dependent Care Account * 401k with Profit Sharing * 9+ holidays and discretionary time off structure * Parental Leave - coverage for both primary and secondary caregivers * Tuition Assistance Program and CPA support program with cash incentive upon completion * Discretionary incentive compensation based on firm, group and individual performance * Incentive compensation related to origination of new client sales * Top rated wellness program * Flexible working environment including remote and hybrid options What's in it for you: * Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. * An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. * A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. * Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. * Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. * Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth. Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other. Job Description As a Senior Associate, you will bring your expertise and experience to our team and understand what Matter does for each of our families. You'll be ensuring successful execution of each assigned client's work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Matter's services - Investment Management, Wealth Planning & Coordination, and Family Learning & Communication. This includes responsibilities such as: Preparing financial plans, reviews, projections, and periodic updates Reviewing, modeling, analyzing, and rebalancing investment portfolios Researching, implementing, and helping coordinate wealth strategies Managing accounts and cash positions Researching and responding to client requests or questions Managing and coaching junior team members Assisting with various projects and firm-related initiatives Qualifications You have a minimum of seven years in the financial services industry, including significant client-facing experience. You have financial planning or coordination experience in the areas of investment, insurance, estate planning, and cash flow management. You have been part of a client team where you drove financial planning for clients, collaborating both with more senior and more junior team members to complete work and make decisions as appropriate. You have a BA or BS degree with exceptional academic performance from a challenging four-year institution. CFP, CFA, CPA, or MBA is preferred but not required. Experience serving family office-level clients is preferred but not required. Benefits Competitive Salary and Annual Performance Based Bonus Medical and Dental Health Plans Supplemented Health Savings Account and Health Flexible Spending Account Dependent Care Flexible Spending Account Employer Supplemented Health Reimbursement Account Plan Short- and Long-term disability coverage paid for by employer Paid Group Life Insurance Flexible 401(k) retirement benefits with employer matching 10 paid holidays per year plus competitive vacation and sick leave Cell phone reimbursement plan Opportunity for advancement based on performance, personal growth, and cultural fit Work with a team-oriented culture that supports continuing education and career growth Strong support for volunteer, community and/or industry involvement Additional information All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.

Job Description Sr. Project Architect BASIC FUNCTION: Oversees the production of architectural documentation throughout the design, development, and construction phases of new and existing hotel projects, providing guidance and expertise to ensure seamless project execution. GENERAL JOB DUTIES: Project Leadership: Takes ownership of all architectural phases, from initial site planning and building design to detailed drawings, construction documents, and ongoing construction support. Schedule Management: Ensures timely completion of project deliverables by coordinating efforts across internal teams and external consultants. Collaboration: Works closely with the project team to translate design concepts into clear, accurate construction documentation and specifications. Construction Administration: Provides on-site support during construction, including review of shop drawings, quality control, and field issue resolution. Communication & Coordination: Acts as the primary liaison between design team, consultants, contractors, and regulatory bodies, facilitating effective communication and problem-solving. Innovation: Continuously evaluates new products, systems, and energy-saving strategies to optimize project outcomes and enhance cost-effectiveness. Requirements GENERAL KNOWLEDGE, SKILLS, AND ABILITIES: Technical Proficiency: Demonstrates advanced knowledge of architectural and engineering principles, construction methodologies, and applicable building codes. Software Expertise: Is highly proficient in AutoCAD and Revit, with working knowledge of MS Office and Bluebeam. Familiarity with design visualization software (e.g., SketchUp, Photoshop) is a plus. Code Compliance: Possesses a comprehensive understanding of building codes, ADA regulations, and life safety requirements to ensure permit acquisition and adherence to local standards. Documentation & Specifications: Has experience preparing and managing construction documents, specifications, and other project deliverables. Communication & Leadership: Excels in communication, leadership, organization, and problem-solving, fostering a collaborative and efficient work environment. Work Ethic: Is a self-motivated individual who works independently, embraces teamwork, demonstrates initiative, and maintains a positive attitude. MENTAL AND PHYSICAL REQUIREMENTS: EDUCATION: Bachelor's or Master's degree in architecture from an accredited institution is preferred. EXPERIENCE: Minimum of 10 years of progressive experience in a similar role, with a valid architectural license. PHYSICAL SKILLS: Must be able to work on a computer for extended periods, walk and stand for long durations, and lift objects weighing 15-25 pounds. May occasionally be required to lift heavier equipment.

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. In your role as Assurance Senior, you will support the execution of audit fieldwork and ensure that assigned tasks are conducted economically and per agreed client and Firm standards on a series of exciting and challenging Assurance engagement projects and assisting in other projects, such as consulting and advisory projects. During your tenure as an Assurance Senior, you will demonstrate and develop the ability to: Support the delivery of engagements/projects in specific areas of competency; Assist in identifying client needs and problem technical issues that arise and propose resolutions to address these; Raise issues with the Assurance Seniors and Managers as identified in area of focus that may affect the quality of delivery or timelines of the engagement; Maintain quality and timely delivery as per Service Level Agreements with clients; Actively build business relationships that generate leads, identify opportunities for follow-on work and work with management to win the business; Assist in development of client presentations/discussion documentation; Assist in managing engagement risk in line with Calvetti Ferguson policies; Maintain clear communication channels with engagement team members on work status; Maintain own development and knowledge in specialized area; and Comply with auditing and accounting standards, relevant laws and regulations (including specific local laws and regulations), ethical standards, independence requirements and the Firm's quality control procedures. Qualifications A Bachelor's degree from a recognized university. Currently pursuing Certified Public Accountants (CPA) designation in Tennessee Thorough knowledge of US Generally Accepted Accounting Principles (“US GAAP”) and Auditing Standards. Proficient in Auditing software. At least two (2) years' professional audit working experience. Experience with a Big 4 or Regional auditing firm is an added advantage. Experience with private equity and real estate fund clients is an added advantage. Differentiated experience in industries such as healthcare, manufacturing, SaaS, banking, or private equity are an added advantage. Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship. * * * * * NOTICE TO 3rd PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.

#LI-SV2 #LI-Hybrid Responsibilities Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required Demonstrate understanding of the client's business including analysis and planning of client engagements Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed Achieve charge hour goals Review associates' accounting, tax or auditing work: provide constructive review points May supervise associates on engagements Train and mentor associate staff May be involved in the client billing process by assisting Managers or Directors Identify and begin to develop knowledge in selected specialty practice Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements Execute administrative duties as assigned Additional responsibilities as assigned Preferred Qualifications Master's degree in Accounting, Taxation or related field Qualifications Minimum Qualifications Required Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred 2 years of experience in public accounting or related field CPA candidates preferred Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on client and business needs

WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. Job Objective: The Internal Controls Senior Associate will be in charge of the day-to-day execution of multiple Internal Control audit and advisory engagements, development of test plans and risk and control documentation, manage and report on project status, collaborate with cross functional engagement teams, and provide feedback to Internal Controls staff, and participate in program development efforts. This role will also identify and coordinate process improvements and manage other assigned ad hoc projects. The Internal Controls Senior Associate will be a champion for the Internal Controls program, building a strong team, and delivering extraordinary client service. Key Responsibilities: * Assess risks within various business processes and design appropriate controls to mitigate those risks * Create and maintain detailed documentation of internal controls, including process narratives, risk and control matrices, and flowcharts * Perform tests to evaluate the design and operational effectiveness of internal controls * Provide excellent client service, build relationships, and communicate complex issues clearly and concisely * Identify control deficiencies, develop remediation plans, and track the progress of those plans * Assist with project management activities, including status tracking, reporting, and oversight of team members * Stay abreast of relevant regulations, standards, and best practices related to internal controls and risk management * Lead process walkthroughs to understand and document business processes * Proficient in writing, grammar, and editing skills * Familiarity with risk and controls assessments and controls testing project lifecycles Qualifications: * A minimum of 3 years of risk and controls or related experience * Bachelor's or Master's degree in Accounting, Finance, Business, or related field * Professional certification such as CPA or CIA is preferred * Knowledge of process design, risk management, and internal control frameworks * Experience in scoping and controls testing under AICPA and PCAOB standards and SOX compliance, including identification of control gaps and deficiencies * Strong analytical and critical thinking skills * Effective organization and project management skills * Effective communication abilities * Proficient in Microsoft Office (Word, Excel, PowerPoint, Visio) * Professionalism and professional curiosity * Attention to detail and emotional intelligence * Positive attitude and integrity * Adaptable and flexible * Experience collaborating across functional teams to standardize procedures, identify and implement process improvements, and increase automation efforts * Experience with data analytics, IT audit, and emerging technology like AI is a bonus but not required WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: * generous time away and paid firm holidays, including the week between Christmas and New Year's * flexible work schedules * 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) * first-class health and wellness benefits, including wellness coaching and mental health counseling * one-on-one professional coaching * Leadership and career development programs * access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. ADA REQUIREMENTS The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements While performing the duties of this job, the employee is: * Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone * Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to: * Use written and oral communication skills. * Read and interpret data, information, and documents. * Observe and interpret situations. * Work under deadlines with frequent interruptions; and * Interact with internal and external customers and others in the course of work.

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

For over a century, Chambliss has been more than just a law firm we're a trusted partner to businesses and healthcare organizations across the Southeast and beyond. As a growing, mid-sized firm, we offer the sophisticated resources and diverse client base of a large firm with the collaborative culture and direct client access of a boutique practice. What sets us apart: Mentorship that matters: Work directly with seasoned Shareholders who are invested in your professional growth. Cross-collaborate with other sections within the firm for a well-rounded experience. Meaningful work: Advise local, regional and national health care clients on complex, high-stakes matters. Career acceleration: Clear pathways for advancement in a firm committed to promoting from within. Work-life integration: Be part of a firm that values family and strives to provide work-life balance. Collaborative environment: Join a tight-knit Health Care section where your contributions drive real impact. The Opportunity: As a Senior Associate in our Health Law practice, you'll be at the forefront of the rapidly evolving health care industry. This isn't a role where you'll get lost in the shuffle you'll have hands-on involvement in significant transactions, regulatory matters, and compliance initiatives. Your day-to-day will include: Transactional Excellence Lead contract negotiations for professional service agreements, vendor service agreements, and other transaction documents Serve as a key member of M&A deal teams, handling due diligence, regulatory analysis, and transaction documents Assist health care vendors with revenue cycle management and other service agreements Strategic Counsel Provide comprehensive regulatory guidance on fraud and abuse, licensing, reimbursement, and compliance matters Design and implement corporate, HIPAA and other compliance policies and documents Deliver ongoing outside counsel services, becoming a trusted advisor on day-to-day operational and corporate matters Thought Leadership Present to health care organizations and professional groups, establishing yourself as an industry expert Conduct sophisticated legal research and analysis on emerging health care issues Contribute to the firm's reputation as a go-to health law resource Required Qualifications: J.D. from an accredited law school Active Tennessee Bar membership (or eligibility and commitment to obtain upon hire) Minimum 4 years of health care transactional law experience Deep understanding of health care regulations, compliance frameworks, and industry dynamics Exceptional research, writing, and analytical capabilities Outstanding communication skills both written and verbal Collaborative mindset and team-oriented approach You'll thrive here if you: Are passionate about health law Seek autonomy balanced with mentorship Value building long-term client relationships Want to grow your practice in a supportive, non-cutthroat environment Comprehensive Compensation & Benefits Package We believe in rewarding excellence and investing in our people: Financial: Highly competitive base salary commensurate with experience Performance-based bonus opportunities 401(k) retirement plan with generous employer matching Health & Wellness: Comprehensive medical, dental, and vision insurance Health and wellness programs Professional Development: Robust CLE support and continuing education funding Opportunities to attend and present at industry conferences Professional membership dues coverage Quality of Life: Complimentary parking Collegial, supportive firm culture Varied and challenging work you won t to the same thing every day Location in vibrant downtown Chattanooga with access to outdoor recreation, cultural amenities, and a thriving food scene About Chattanooga **This role is based in our Chattanooga, TN office. Candidates must be willing to commute or relocate to be considered. Relocating? Chattanooga consistently ranks among the best small cities in America, offering: Affordable cost of living compared to major metros World-class outdoor recreation (hiking, rock climbing, paddling) Thriving arts and culinary scene Family-friendly communities with excellent schools No state income tax (Tennessee advantage) Ready to Take the Next Step? Join a firm that's as committed to your success as you are. At Chambliss, you won't just be another attorney you'll be a valued member of a dedicated team. Chambliss is committed to being one of the best law firms to work for in our region. We are actively searching for highly qualified people to work as attorneys, legal assistants, and support staff personnel. Chambliss strives to attract a diverse workforce and is proud to be an Equal Opportunity Employer. **We ARE NOT utilizing outside agencies for this role. Please do not solicit.**

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! This role will be responsible for assisting with the reporting features of our proprietary Valuation Management System (VMS). The VMS manages the quarterly commercial valuation management process for SitusAMC's institutional consulting engagements. This role provides support to our Real Estate Valuation Services (REVS) division, which involves assisting in a wide range of activities, including translating stakeholder questions into reporting requirements, building out reporting metrics and filter criteria, writing clear report definitions and acceptance criteria, assisting with automated test cases, maintaining data dictionaries, and source-to-target mappings. This role will validate numbers against source systems, reconcile totals, perform edge-case testing and regression checks. Design and build of reporting features will be in Excel and/or via business intelligence dashboards. In addition, the role involves running requirements workshops, constructive discussions and explaining trade-offs in system decisions and communicating that to the business and IT side. This role will assist with the technology roadmap, ad-hoc tasks and set expectations on data availability and refresh cycles. Essential Job Functions: + Efficiently manage the reporting developments for Valuation Management System + Proactive monitoring and responding to incidents + Supervise workflow to produce on time deliveries + Help execute new reporting and fixing reporting through implementation of organizational and technical skills + Communication/coordinate with co-workers + Resolve non-compliant issues through verbal and written communication with client or other involved parties + Work independently on projects and also collaborate 'face to face' as a team player + Other activities as may be assigned by your manager Qualifications/ Requirements: + Bachelor's Degree - preferred fields of study include Data Analytics, Data Science, Real Estate, Finance or equivalent combination of education and experience + Experienced professional with 5+ years of industry and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent. + Experience in PowerBI and/or Tableau is required + MS Office Suite including Outlook, Excel, Power Point and Word; specifically advanced Excel skills are required + Experience with analyzing and understanding NCREIF data is a plus. + Working knowledge of SQL and basic understanding of Entity Relationship Diagrams (ERDs) + Intermediate understanding of Commercial Real Estate and Reporting + Excellent communication and teamwork skills + Ability to meet deadlines, self-motivated, and execute at a high level \#LI-REMOTE Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $70,000.00 - $95,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision (****************************************************************************************************** SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal (***********************************************************************************************

Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team. KPMG is currently seeking a Sr Associate to join our Enterprise Contracting Center for our State & Local Government team. Responsibilities: * Apply a fundamental understanding of contract management within the State and Local Government (SLG) domain to provide administrative oversight for a contract portfolio; responsible to include review, negotiation, correspondence, documentation, and strategic go-to-market activities between the firm and clients; act as lead for both internal/external data calls and strategic initiatives * Support Request for Proposal (RFPs)/ Request for Quotation (RFQs) and quality assurance reviews to ensure compliance with terms and conditions, and provide advice and interpretation of contract requirements * Work collaboratively with various stakeholders and draft contracts related documents for review by Contract Managers and Office of General Counsel; interface with all levels of the delivery teams, functional support organizations, and client organizations; act as point of contact for internal, and external clients including obtaining satisfaction feedback * Advise leadership and engagement management n of contractual rights, obligations, and risks; compile and analyze data; maintain historical contract information and maintain and update contract management information systems; support the monthly production and monitoring of metrics and provide reporting to leadership * Identify opportunities for innovation within executed tasks, processes and projects that contribute to the improved efficiency and effectiveness of the workgroup; ensure contracts information systems (internal/external) are accurate and maintained according to requirements/procedures * Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: * Minimum three years of recent experience with operational and business background with contract management within a large IT environment, professional services firm, or similar environment is preferred; contract review/analyst, paralegal, and/or legal experience is preferred * Bachelor's degree from an accredited college or university is required * Ability to excel in a dynamic, customer service-oriented environment; capability to multi-task and seek assistance from supervisors while prioritizing work to meet deadlines * Strong research, project management, and business analysis skills; proficient in Microsoft Tools; particularly Microsoft Word, PowerPoint, Visio, Excel (Pivot Tables, VLOOKUP, Graphs, Macros) * Excellent verbal and written communication, reading comprehension, and critical thinking skills with ability to effectively interact with individuals at all levels of responsibility and authority. * 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: $70900 - $143500 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.

Kansas City (Onsite) Full-Time ABOUT FIVE ELMS Five Elms Capital is a growth investor in B2B software platforms, providing capital and resources to help software founders accelerate growth and strengthen their position as industry leaders. Founded in 2007, we have over $3 billion in assets under management, more than 70 investments globally, and are currently investing out of our $1.1 billion sixth fund. Headquartered in Kansas City, our 80+ person team operates with a collaborative, entrepreneurial culture. Junior team members have direct exposure to firm and portfolio leadership and are encouraged to make an impact from day one. WE OFFER A UNIQUE OPPORTUNITY IN PRIVATE EQUITY Five Elms is adding a Senior Associate, Valuations & Financial Performance to its Financial Operations team. In this role, you will be responsible for managing the quarterly valuations process for Five Elms' portfolio companies. You will also work closely with the Investment team, Investor Relations team, and senior partners on various financial planning and analysis projects, including fund performance analytics, investor reporting, fundraising, and performance benchmarking. Five Elms is a dynamic, fast-paced environment, serving entrepreneurs and our investor demands with precision, adaptability, and initiative, and your role is no exception. YOU WILL HAVE A BROAD SET OF RESPONSIBILITIES Portfolio Company Valuations Lead the quarterly valuations process, including portfolio company performance analyses, waterfall modeling, and scenario analyses Prepare materials and lead quarterly presentation to the Five Elms Valuation Committee with a focus on presenting trends and valuation drivers most relevant to the business Fund Performance Reporting Track, monitor, and report the performance of the Five Elms funds and underlying portfolio companies for the firm and our investors Develop and maintain fund-level waterfall models that aggregate outcomes across multiple portfolio companies, testing various exit scenarios to forecast investor distributions and carried interest in alignment with fund terms Partner with the Investor Relations team to prepare materials for timely and effective investor reporting, support new fund launches, and respond to investor requests Investment Team and Portfolio Company Support Model fund-level outcomes under varied follow-on, structuring, and exit assumptions to enable the Investment Team to make data-driven investment decisions Partner with the Investment Team and portfolio company leadership during exit processes to ensure timely and accurate modeling of distribution waterfalls and related flow of funds fully aligned with company governing documents and related transaction agreements IS FIVE ELMS RIGHT FOR YOU? You have the right experience and interests. You bring 5+ years of business valuation experience. Strong preference for experience valuing complex and illiquid private equity investments. You provide subject matter expertise. You are able to accurately and efficiently execute and manage portfolio valuations. You're familiar and comfortable with key financial models and valuation techniques and are able to make accurate assumptions and conclusions from them. You're a strong communicator. You liaise with stakeholders, including investors and senior partners, and communicate findings in a succinct and actionable manner, both written and verbal. You're highly motivated. Outstanding academic credentials, relevant work experiences, high attention to detail, emotional intelligence, and interesting experiences are table stakes. You continuously stay up to date with, and implement, industry best practices. Five Elms is a firm where senior team members lead from the front; driving investments, supporting founders, and mentoring the next generation of talent. You might be a strong fit if you: Have a strong track record of valuing complex, illiquid private equity investments Possess direct experience utilizing various valuation approaches, including discounted cash flow, comparable company, and precedent transactions, with a thorough understanding of complex equity structures Navigate ambiguity well and make sound decisions with imperfect information Are energized by coaching junior team members and shaping firm strategy Value a culture that prizes humility, accountability, and curiosity Want to help build an enduring company while continuing to grow as a leader This is a high-impact role with significant ownership and visibility. If you're looking to do meaningful work with a team that values performance without ego, we'd love to connect.

Experience a 45X+ award-winning culture! Embarkers enjoy: Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits: Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions Comprehensive healthcare: 100% paid premiums for you and your family Whole human growth: $150 monthly stipend for holistic development Career advancement: Access to CPE credits, learning platforms, coaching, and professional development Financial support: Up to 3% 401(k) matching and financial advisory services Team and community engagement: Monthly social events within your market, charitable matching, and great people! Who we're looking for… A team player who is self-starter and ready to hit the ground running on day one. The environment is dynamic, so you'll also need to be flexible and adaptable to change as we grow. What you'll be doing as a Valuation Senior Associate: Working as part of a small team toward execution of various valuation engagements to ensure timely and excellent client service delivery. Perform and manage valuations for planning; mergers and acquisitions; financial reporting; tax and regulatory compliance; restructuring and reorganization; and corporate strategy. Combine relevant information into executive-level findings for team members and clients. Prepare and/or review analyses (reports, models, and presentations) that communicate findings and recommendations to our clients concisely and effectively. Participating in firm initiatives and recruiting efforts. To be a good fit for our Valuation Senior Associate role you will have: Bachelor's degree in Finance or Accounting (advanced degree is a plus) 2 to 4 years of experience in the valuation services industry including engagements for ASC 805 Business Combinations. Advanced financial modeling skills with the ability to create valuation & financial models based on a description of a financial asset, an agreement, or an operational and financial business plan. Advanced understanding of valuation methodologies and techniques. Advanced financial & accounting acumen with ability to independently develop fully customized, complex financial models. Excellent written and oral communication skills. Proficiency with Microsoft Excel, Word, and PowerPoint. Experience with financial databases such as S&P Capital IQ, FactSet, or Bloomberg Added bonus if you have: Knowledge of numerical techniques such as Monte Carlo simulation and lattice techniques. Experience with valuation of derivatives, contingent consideration, convertible instruments, and/or stock based compensation. Industry knowledge in a particular sector. Achievement of, or progress towards, CFA, CPA, and/or ASA designations. In closing... If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.

The Assurance Manager is responsible for supervising, directing, and reviewing the results through the delegation of tasks throughout the planning, field work and “wrap-up” stages of an Audit client engagement. In this role, the Assurance Manager is charged with marketing, networking, and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. Job Duties: Control Environment: Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures Applies a broad understanding of objectives and components of the overall control environment and organization, and supervisory controls Validates and assesses effectiveness of internal control over financial reporting Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures Identify and delegates functions of the audit to the auditor in charge as deemed appropriate Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work Provide on-the-job-training to the engagement staff during audit field work GAAP: Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles Identifies and consults with clients on the impact of new accounting pronouncements Monitors and communicates important professional, industry pronouncements Presents and discusses alternative generally accepted accounting principles and arguments for/against such alternatives Drafts complex financial statements and related footnote disclosures and effectively communicates these to client Identifies complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed SEC and PCAOB: Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles Reviews SEC filings, including MD&A, financial statements, and disclosures for appropriateness in form, content, completeness, and accuracy, and ensures that quarterly reviews are properly performed Reviews required communications to the client and Audit Committee, ensuring their completeness, accuracy, and compliance with Firm and professional guidelines Reviews Section 404 internal control audit work all necessary checklists to ensure their completeness and compliance with Firm and professional guidelines Ensures compliance with engagement independence requirements and consults internally as needed GAAS: Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement Applies a thorough knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work Provides guidance to others and affirms conclusions made by others Communicates matters required to be reported to the Audit Committee/Board and those charged with governance Applies the use of efficiency tools such as statistical sampling, CAATS, etc. Methodology: Applies knowledge and application of BDO standards that guide effective and efficient delivery of quality services and products Conducts detailed review to assure audit is completed in accordance with assurance manual standards Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness Recommends appropriate outcomes to critical issues Initiates and prepares client acceptance/retention procedures where appropriate Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines. Executes proper BDO methodology including but not limited to proper archiving procedures Considers Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients Research: Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information Defines methodology to conduct research projects and completes in a timely manner Applies comprehensive knowledge of all appropriate research tools and draws conclusions based upon appropriate research Prepares memo supporting research/conclusions and consults with others if appropriate Presents issues to RTD or concurring reviewer effectively and accurately Other duties as required Supervisory Responsibilities: Responsible for supervision of Associates and Senior Associates on all projects Review work prepared by Associates and Senior Associates and provide review comments Act as a Career Advisor to Associates and Senior Associates Schedule and manage workload of Associates and Senior Associates Provide verbal and written performance feedback to Associates and Senior Associates Teach/coach Seniors and Associates to provide on the job learning Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred Master's degree in Accountancy, preferred Experience: Five (5) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior significant supervisory experience, required Industry expertise in one or more assurance specialty, preferred License/Certifications: Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO's Assurance Licensing Policy, required If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines Software: Proficient with the Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Sound GAAP and GAAS knowledge Familiarity with SEC and PCAOB reporting rules Possess proven solid verbal and written communication skills Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients Possess client development/relationship-building skills Possess solid decision-making skills Ability to resolve complex accounting issues Ability to be responsible for business development and marketing Ability to be responsible for engagement profitability including billings and collections Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $120,000 - $140,000 Cleveland, Ohio Range: $95,000 - $125,000 Colorado Range: $95,000 - $120,000 Illinois Range: $100,000 - $125,000 Maryland Range: $105,000 - $125,000 Massachusetts Range: $105,000 - $115,000 Minnesota Range: $95,000 - $110,000 New Jersey Range: $104,000 - $112,000 NYC/Long Island/Westchester Range: $110,000 - $150,000 Washington Range: $95,000 - $115,000 Washington DC Range: $105,000 - $128,000

Experience a 45X+ award-winning culture! Embarkers enjoy: Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits: Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions Comprehensive healthcare: 100% paid premiums for you and your family Whole human growth: $150 monthly stipend for holistic development Career advancement: Access to CPE credits, learning platforms, coaching, and professional development Financial support: Up to 3% 401(k) matching and financial advisory services Team and community engagement: Monthly social events within your market, charitable matching, and great people! Who we're looking for… A team player who is self-starter and ready to hit the ground running on day one. The environment is dynamic, so you'll also need to be flexible and adaptable to change as we grow. What you'll be doing as a Valuation Senior Associate: Working as part of a small team toward execution of various valuation engagements to ensure timely and excellent client service delivery. Perform and manage valuations for planning; mergers and acquisitions; financial reporting; tax and regulatory compliance; restructuring and reorganization; and corporate strategy. Combine relevant information into executive-level findings for team members and clients. Prepare and/or review analyses (reports, models, and presentations) that communicate findings and recommendations to our clients concisely and effectively. Participating in firm initiatives and recruiting efforts. To be a good fit for our Valuation Senior Associate role you will have: Bachelor's degree in Finance or Accounting (advanced degree is a plus) 2 to 4 years of experience in the valuation services industry including engagements for ASC 805 Business Combinations. Advanced financial modeling skills with the ability to create valuation & financial models based on a description of a financial asset, an agreement, or an operational and financial business plan. Advanced understanding of valuation methodologies and techniques. Advanced financial & accounting acumen with ability to independently develop fully customized, complex financial models. Excellent written and oral communication skills. Proficiency with Microsoft Excel, Word, and PowerPoint. Experience with financial databases such as S&P Capital IQ, FactSet, or Bloomberg Added bonus if you have: Knowledge of numerical techniques such as Monte Carlo simulation and lattice techniques. Experience with valuation of derivatives, contingent consideration, convertible instruments, and/or stock based compensation. Industry knowledge in a particular sector. Achievement of, or progress towards, CFA, CPA, and/or ASA designations. In closing... If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.

Are you a leader? Would you like to grow your career in public accounting and still enjoy work-life balance and a positive, friendly environment? Rodefer Moss, PLLC is a regional CPA firm that operates on a philosophy of listening better, trying harder, and caring more. We would like a Senior Audit Associate to join our team! Can you: Perform and complete fieldwork including preparation of workpapers for a variety of financial statement engagements? Provide analysis of account balances and documenting findings? Assist in drafting reports including footnotes? Work with clients in gaining an understanding of their business to apply the appropriate accounting and auditing standards in the preparation of workpapers? Conduct research on technical accounting issues? Develop external relationships and building a network of peers? Maintain strict confidentiality of all client matters? Perform other duties as needed and assigned by supervisory personnel? Requirements Does this list describe your skillset? You have been working in public accounting with limited growth potential You have excellent communication and supervision skills You have great interpersonal skills and strong attention to detail You are cooperative, enthusiastic, and able to work with a sense of urgency You look forward to enhancing your competencies through continued professional education Bachelor's or master's degree in accounting Valid CPA license and member in good standing with AICPA, a plus 2+ years of experience in public accounting If so, consider joining Rodefer Moss. Here are FIVE reasons we think you'll love it here: Emphasis on work-life balance and a reasonable work week Supportive, flexible, team-oriented environment Opportunity to grow at your own pace Competitive salary, benefits, bonuses, incentives Business casual dress and laid-back office atmosphere At Rodefer Moss, everyone counts!

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 initiative Minimum Qualifications: * Bachelor's Degree in Accounting or related field * 2+ years of relevant audit experience * Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy. * Proficiency in Microsoft Office Suite * Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. Preferred Qualifications: * Master's Degree in related field * Current and valid CPA (Certified Public Accountant) license * Experience with Caseware software for financial reporting and audit documentation #LI-LRA #LI-HF1

Job Description Are you an experienced audit professional ready to step into a leadership role focused on financial institutions? We're looking for a Senior Audit Manager with a passion for working closely with banks and credit unions, providing exceptional service, and mentoring the next generation of CPAs. At our firm, we believe your workplace should support your career and your life. Our culture is built around three core values: collaborate, customize, and commit. These principles apply not only to how we serve our clients but also to how we treat our team members.