Senior Associate, O&M Cost Strategy and Contracting
Clearway Energy
Senior associate job in Scottsdale, AZ
What The Role Is
The Senior O&M Cost Strategy and Contracting analyst is responsible for developing, negotiating, and implementing Operations & Maintenance (O&M) Agreements across the company's renewable energy portfolio. This role ensures that all O&M contracts align with corporate objectives for safety, performance, cost efficiency, and compliance. Additionally, the analyst will be involved in the development of robust cost models, data analytics frameworks, and performance benchmarks to support operational and financial decision-making.
The ideal candidate brings O&M contracting experience, knowledge of renewable energy asset operations (solar, wind, and battery energy storage systems), proven analytical acumen, and strong communication and cross-functional coordination skills to deliver best-in-class operational outcomes for utility-scale assets.
*This hybrid job posting is open to Scottsdale, San Diego, Houston, Denver, and San Francisco offices.
What You'll Be Doing
Contract Development and Negotiations
Lead the creation, review, and negotiation of O&M Agreements for wind, solar, and battery energy storage projects.
Collaborate with Legal, Finance, and Operations teams to ensure all agreements reflect risk tolerance, lender requirements, and insurance standards.
Partner with internal O&M teams, procurement, engineering, asset management, and finance to ensure smooth contract implementation and adherence.
Benchmark and analyze O&M costs across projects to identify efficiency opportunities and competitive pricing.
Define key performance indicators (KPIs) and commercial terms, including availability guarantees, liquidated damages, and bonus/penalty structures, in conjunction with other functional teams.
Translate technical maintenance requirements into clear contractual obligations.
Ensure alignment between O&M agreements, EPC warranties, and asset performance expectations.
Identify and mitigate contractual and operational risks across the O&M portfolio.
Ensure all O&M agreements comply with environmental, safety, and regulatory standards.
Support asset management as needed with change orders, renewals, and extensions as projects evolve.
Support M&A and due diligence activities by providing O&M commercial insights and contract summaries.
Recommend updates to contract templates and commercial strategies based on operational learnings and market evolution.
Contribute to the development of long-term O&M strategy and technology-specific best practices.
O&M Cost Estimating and Analytics
Develop and maintain bottom-up cost estimating models for wind, solar, and storage assets across all project phases (greenfield, operating, repower, and M&A).
Use statistical and forecasting tools to model maintenance spend and equipment risk profiles.
Collaborate with internal stakeholders (O&M, engineering, procurement, FP&A) to validate O&M cost assumptions.
Support internal teams (business development, procurement, O&M, capital market, etc.) with data requests, cost breakdowns, and scenario analysis.
Assist in preparing cost assumptions for annual budgeting and long-range planning processes.
Analyze historical O&M costs to identify trends, cost drivers, and opportunities for efficiency.
Develop and enhance Power BI dashboards to connect multiple data streams and visualize key model inputs and outputs.
Use AI tools to automate routine data processing tasks and extract key commercial data from contracts.
What You'll Bring
Bachelor's degree in Engineering, Business, Finance, or other applicable field.
5+ years of experience in renewable energy, power generation, or infrastructure.
Experience with renewables O&M agreements and contracting.
Understanding of renewable energy plant operations (solar, wind, or BESS).
Demonstrated experience in an operations support role in the development of creative solutions to operating challenges.
Excellent communication and stakeholder management skills across technical, legal, and financial disciplines.
Strong analytical and project management capabilities; attention to detail and risk awareness.
What Would Be Nice
Master's degree in Engineering, Business, Finance, or other applicable field.
Familiarity with Power Purchase Agreements (PPAs), Engineering, Procurement, and Construction Agreements (EPCs), and other project contracts.
Familiarity with renewable project finance and typical counterparty and Independent Engineer requirements
Familiarity with lifecycle cost analysis and predictive maintenance modeling.
Advanced Microsoft Excel, Word, and PowerPoint skills. Proficiency in data analytics tools (Power BI, Tableau, SQL, or Python).
Clearway will not sponsor non-immigrant visas for this position (H-1B, TN, E-3, etc.).
#LI-Hybrid
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals.
Salary Range Across all U.S. Locations$119,000-$163,000 USD
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group's vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we're committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ***************************** and let us know the nature of your request and your contact information.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
$119k-163k yearly Auto-Apply 13d ago
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Senior Associate, Custody Product Operations
Coinbase 4.2
Senior associate job in Phoenix, AZ
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
The Custody Product Operations team is responsible for ensuring the smooth operations and support of Coinbase Custody's products and services. As the complexity in the digital asset space grows, this team plays a key role in maintaining high standards of risk mitigation, control, and client experience. You'll own initiatives to reduce risk, enhance efficiency and fortify operational workflows. By managing projects that optimize processes, implement controls and enhance the client experience, you'll play a key role in strengthening our position as the industry leader in digital asset custody and driving revenue growth.
*What you'll be doing (ie. job duties):***
* Develop and execute critical workflows for custody product operations and support teams.
* Support Custody product and feature launches with a focus on asset management, internal readiness and client experience.
* Maintain documentation including operational procedures, support materials and internal databases.
* Continuously identify and advocate for improvements to tools and processes to enhance operations and support workflows.
* Triage and prioritize product features and enhancement requests.
* Plan, execute, monitor and ensure successful completion of programs focused on scaling institutional operations and the client experience.
*What we look for in you (ie. job requirements):***
* 5+ years of experience managing projects, processes or client support operations.
* Strong product operations or project management skills with a focus on risk reduction and efficiency gains.
* Effective communication, problem solving and analytical skills.
* Motivated by Coinbase's mission and a client centric mindset.
* A data-driven approach to problem solving and continuous improvement.
* Proven track record of effective cross-functional stakeholder management, driving successful outcomes, anticipating potential risks, roadblocks and dependencies.
* Support our mission to be the most trusted counterparty through responsible growth and prudent operational controls.
*Nice to haves:*
* Background in financial services, digital assets or a highly-regulated industry.
* Experience advocating for prioritized enhancements to tools, systems or procedures.
* Comfort adapting to changing priorities in a fast-paced environment.
Job #: P74526
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)).
Pay Range:
$130,900-$154,000 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations***********************************
*Global Data Privacy Notice for Job Candidates and Applicants*
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required.
*AI Disclosure*
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
$130.9k-154k yearly 60d+ ago
Healthcare Financial/Actuarial Senior Associate
WTW
Senior associate job in Phoenix, AZ
As a Healthcare Financial/Actuarial SeniorAssociate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry.
+ Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables
+ Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools
+ Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region
+ Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
+ Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
+ Communicates complex financial/actuarial/analytic results to effectively drive client action
+ Partners with Global Delivery Centers and Client Service teams to deliver superior project management
+ Build strong relationships internally and collaborate effectively on cross-functional teams
**Qualifications**
+ 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company
+ Advanced knowledge of health and welfare products & services
+ Experience with big data analytic techniques preferred
+ Advanced knowledge of underwriting and funding concepts
+ Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget
+ Desire and ability to expand relationships with clients
+ Proven ability to identify and resolve issues with limited information and experience
+ Polished and well developed written and verbal communication skills
+ Self-starter attitude and ability to work independently and as part of a team
+ Strong analytical, creative and integrative skills
+ Ability to direct work of more junior colleagues and provide feedback
+ Excellent Microsoft Office skills, particularly in Excel and PowerPoint
+ State Life and Health license required within 90 days of joining
+ Relevant financial experience and/or university degree
+ Progress towards completion of health actuarial designation or CEBS designation (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
$90k-130k yearly 60d+ ago
Healthcare Financial/Actuarial Senior Associate
Willis Towers Watson
Senior associate job in Phoenix, AZ
As a Healthcare Financial/Actuarial SeniorAssociate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry.
* Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables
* Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools
* Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region
* Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
* Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
* Communicates complex financial/actuarial/analytic results to effectively drive client action
* Partners with Global Delivery Centers and Client Service teams to deliver superior project management
* Build strong relationships internally and collaborate effectively on cross-functional teams
Qualifications
* 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company
* Advanced knowledge of health and welfare products & services
* Experience with big data analytic techniques preferred
* Advanced knowledge of underwriting and funding concepts
* Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget
* Desire and ability to expand relationships with clients
* Proven ability to identify and resolve issues with limited information and experience
* Polished and well developed written and verbal communication skills
* Self-starter attitude and ability to work independently and as part of a team
* Strong analytical, creative and integrative skills
* Ability to direct work of more junior colleagues and provide feedback
* Excellent Microsoft Office skills, particularly in Excel and PowerPoint
* State Life and Health license required within 90 days of joining
* Relevant financial experience and/or university degree
* Progress towards completion of health actuarial designation or CEBS designation (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
* Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
$90k-130k yearly 40d ago
Senior Associate
Equity Methods 3.9
Senior associate job in Scottsdale, AZ
We are looking to meet an outstanding professional to join us as a seniorassociate. We are recruiting in all of our core practice areas: financial reporting, valuation services, and HR advisory. Seniorassociates receive high-impact training to prepare for direct client engagement exposure and a rapid progression to client management.
We serve the accounting and HR executive teams at Fortune 500 companies and beyond, assisting in the design, valuation, and accounting for compensation programs and other financial instruments. Our projects lean on finance, accounting, economics, and data analytics, equipping you with experience in rigorous analysis, packaging and presenting recommendations to C-level audiences, and data visualization.
If you enjoy problem-solving, are comfortable excelling in client service and geeking out with technical models, and have a collaborative, client-focused mindset, then we would like to meet you and discuss this exciting role. After an introductory discussion, we will work with you to determine which practice group would be the best fit.
The SeniorAssociate Role at Equity Methods
As a SeniorAssociate, you will have an immediate opportunity to apply your skills to client work. You will gain exposure to client communication, engagement structures, project deliverables, and how we engineer advanced processes to create outsized client value. You will be on a fast track to the consultant role, which is heavy in client interaction, supervising associates, building out new client engagements, publishing, and much more.
SeniorAssociates in the Financial Reporting Practice will
:
Complete initial training in financial reporting engagements, ranging from broad technical training on the relevant finance and accounting concepts to the tools we use to design controlled reporting processes (e.g., working in SAS). This launch period prepares you on the fundamentals so that you intimately understand the work you will soon be supervising.
Design, implement, and document processes to proactively manage risk and inject thoughtful control measures to ensure adherence with accounting standards, plan specifications, and client's needs.
Review deliverables and own successful client service outcomes. Contribute to packaging and framing to clients. Identify and lead process improvement initiatives.
Participate in client delivery meetings and external audit review sessions, ensuring that clients understand the work product delivered and their external auditors grasp all essential features of the solution.
SeniorAssociates in the HR Advisory Practice will
:
Complete initial training in compensation projects, ranging from broad-based compensation issues to incentive design to statistical pay equity analysis.
Contribute to compensation strategy projects, in which we are engaged by public and pre-IPO companies to recommend new broad-based incentive programs that support critical business objectives.
Capture recommendations and analytics for external and internal audiences in superbly structured and clear PowerPoint presentations and Excel worksheets.
Perform research using clients' 10-K and proxy statements to form viewpoints on market compensation practices, including pay levels, incentive structures, corporate governance, disclosure, and equity dilution.
SeniorAssociates in the Valuation Services Practice will
:
Complete initial training in valuation projects, ranging from standard option-pricing techniques to Monte Carlo simulation for more exotic instruments.
Design, develop, and test Monte Carlo simulation models to value various securities including equity compensation awards containing a market condition as well as a range of other financial derivatives.
Design and implement the underlying data handling processes of valuation consulting engagements in which analytics are performed on historical data to inform forward-looking option-pricing assumptions.
Communicate results with clients and provide support to external audit firms auditing the work.
Serve as a primary contact for clients, spanning oversight of the core work to relationship management.
Our Culture and Method of Doing Business. We are:
Zealous about exceptional client service and delighting every client, large or small.
Lean and agile-we don't have manager layers that get to sit back and just talk.
Growth-oriented-both in welcoming new clients into the fold and seeing professional development in our outstanding colleagues.
Feedback-heavy-because that's how to unlock growth.
Mentoring-rich-we're not a competitive, eat-what-you-kill culture, and our consultants achieve professional growth via hands-on client experience and feedback from leaders.
All about impact-our professionals love the opportunity to make an impact on clients, each other, and the long-run trajectory of the business.
Eager to solve clients' toughest problems-because that's where the greatest impact is created even though these challenges are riddled with ambiguity and complexity.
Devoted to plain-language deliverables that clients find easy to consume and yet rigorous-because clients value our ability to make the complex simple for them.
Not a 9-to-5 job-because all the above items just take time, even for very smart and efficient people.
Qualifications & Requirements:
1 - 5 years of experience in a relevant consulting field, including public accounting, corporate finance, litigation support, economic or valuation consulting, tax, management/strategy consulting, or related.
Prior experience in compensation, programming, or data analytics is not required. Excel skills are needed.
Bachelors or Masters in a business discipline that relates to the role.
Ability to quickly grasp complex accounting, finance, and economics principles and apply them to real-world fact patterns.
Exceptional time and stress management skills in light of needing to manage a plate of complex projects with various deadlines, many of which are in flux.
Strong detail- and accuracy-orientation. Successful candidate must demonstrate attention-to-detail with regard to internal/external communication, developing deliverables, and modeling.
Ability and willingness to think critically and solve “out-of-the-box” problems independently.
Background check required.
More About Equity Methods
Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. Our clients span the United States, in addition to some in Canada, South America, and Europe. We offer a diverse array of services that solve mission-critical priorities within corporate accounting and human resources functions.
At our size of ~100 professionals and countless brand-name clients, we combine the best of a large professional services firm with the best of an entrepreneurial growth venture. The culture fosters excellence in client service, innovation, collaboration, and continuous improvement. We have a bias toward promoting from within and we celebrate the diverse strengths of our colleagues. We have consistently been rated a Top Company to Work for in Arizona.
$73k-116k yearly est. Auto-Apply 60d+ ago
Senior Audit Associate
Abstrakt Marketing Group
Senior associate job in Phoenix, AZ
Full-time Description
About us
Are you ready to elevate your career with a leading CPA firm that values innovation, integrity, and growth? We are developing the 3rd generation of leaders at our 40-year firm. Join our collaborative team where your expertise will be celebrated, and your professional development will be prioritized. Take the next step in your career and join a firm that values your ambitions.
Why Join Us?
· We don't do the ridiculous hours or work weekends!
· Offering hybrid 50% after 6 months
· Comprehensive Benefits Package with generous PTO, many Fridays off, flexible schedules
· Quality clients and tenured staff, passing peer review over the years
Work Description
Most of your work hours will be preparing financial statements, compilations, reviews, audits, and trial balance work. Some of your work hours will be preparing and reviewing tax returns. Also, providing tax strategy, research and planning for clients.
Cutting edge technology for hybrid and in office working. Our software systems have been cloud based for many years. Access to the latest tools and software to enhance your efficiency and expertise.
We offer a collaborative culture, financial security, a comprehensive benefits package including health and life insurance, retirement plan, opportunity for career path growth, generous paid time off, a flexible work schedule, continuing education and an enjoyable work environment.
We only work 48 hours per week (no Saturdays) during the February to April 15th tax season. Then move on to our flex hours with numerous Fridays off schedule.
Salary range negotiable based on experience $90,000 - $110,000 annually
Requirements
· CPA with degree in accounting or tax
· 5-10 years of experience preparing financial statement compilations, review and audits
· Excel and accounting software proficiency (CCH Tax and PFX Engagement)
· Expand our accounting department and cultivate professional team/client relationships
Salary Description $90,000 - $110,000
$90k-110k yearly 41d ago
Senior Associate, Corporate Security
Gemini 4.9
Senior associate job in Tempe, AZ
About the Company
Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a wide range of simple, reliable, and secure crypto products and services to individuals and institutions in over 70 countries. Our mission is to unlock the next era of financial, creative, and personal freedom by providing trusted access to the decentralized future. We envision a world where crypto reshapes the global financial system, internet, and money to create greater choice, independence, and opportunity for all - bridging traditional finance with the emerging cryptoeconomy in a way that is more open, fair, and secure. As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact.
The Department: Real Estate Office Services and Corporate Security
In the emerging industry of digital assets, there is nothing more important than trust (which is why Gemini's very first hires were Security experts). The Gemini Security team forms the backbone of all that we do and is as diverse as the number of challenges we tackle in the crypto space. From intelligence and investigations, to physical security technology, to securing cold storage systems and data centers to travel security and new office openings, enterprise risk security, and litigation support, security at Gemini ensures that our customers, clients, and employees are safe, secure, and supported.
The Role: SeniorAssociate, Corporate Security
Gemini seeks a highly skilled SeniorAssociate to join our Real Estate and Security Operations team, dedicated to ensuring the safety and security of our employees, physical locations, assets, and brand reputation at our 24/7 Operations & Support Center in Arizona. Ideal candidates are seasoned security professionals with a strong background in law enforcement, exceptional customer service skills, and advanced expertise in technology and hospitality to protect personnel, sensitive information, and facilities. The SeniorAssociate will oversee on-site security operations, supervise contract guard staff, and maintain a safe, compliant workplace while serving as a front-line security presence and a representative of Gemini's culture, balancing firm policy enforcement with professionalism and hospitality. Exceptional communication skills, adaptability, and a commitment to listening, learning, and problem-solving in response to shifting priorities and challenges are essential. This role is initially based at our Tempe, AZ office, with a planned transition to our Scottsdale, AZ office upon its opening. Join Gemini to contribute to a secure, welcoming environment while upholding our values of integrity and service excellence.
This role is required to be in person five days a week at our Tempe, AZ office.
Responsibilities:
Employee and Visitor Safety: Oversee the security of the Operations & Support Center by monitoring entry points, verifying and maintaining employee credentials, and conducting thorough check-in and screening processes for all visitors to ensure a safe workplace.
On-Site Presence: Maintain a consistent on-site presence five days per week during standard daytime hours, with flexibility to work after-hours or weekend shifts as needed to support the Center's 24/7 operations, with appropriate compensation provided.
Policy Enforcement: Uphold physical security standards, including the Center's clean desk policy and electronic device restrictions, to safeguard sensitive customer and company data.
Primary Security Liaison: Serve as the primary point of contact for all physical security matters within the Center, addressing concerns promptly and professionally.
Security Patrols: Conduct routine and ad-hoc security patrols to ensure compliance with physical and procedural safeguards, identifying and mitigating potential risks.
System Operations: Manage and monitor CCTV and Access Control systems, ensuring proper functionality, timely response to incidents, and accurate logging of all security events.
Global Security Culture: Contribute to the development of Gemini's global security culture by collaborating with the Corporate Security team to refine strategies, policies, and best practices, fostering a cohesive approach to security across the organization.
Professional Development: Participate in regular training to enhance security-related skills and stay current on industry best practices.
Decision-Making: Exercise sound judgment and demonstrate an appropriate sense of urgency in addressing security matters, ensuring effective and timely resolutions.
Additional Duties: Perform other responsibilities as assigned by the Head of Real Estate and Security Operations or the Associate Director, Corporate Security, supporting the broader objectives of the team.
Guardforce Management:
Manage the 24/7 security guard team assigned to the Arizona Operations & Support Center.
Coordinate directly with the third-party guard vendor to adjust staffing, update post orders, and ensure coverage and quality control.
Train and mentor contracted guards to maintain consistent professional standards and response protocols.
Credentialing & Visitor Management:
Manage the credentialing process for all personnel working at the facility to ensure proper badge issuance, retrieval, and deactivation in compliance with company policy.
Facilitate the screening of contractors and visitors and verify identification, validate authorization, and maintain accurate logs of all entries and exits.
Coordinate closely with People Operations and the Arizona Office Services Associate for new hire onboarding validation and security orientation.
Health, Safety, and Emergency Preparedness:
Maintain and enforce compliance with OSHA and corporate Health & Safety requirements for the Operations & Support Center.
Support emergency response, evacuation, and crisis management efforts as part of the Physical Security Operations team.
Ensure readiness for fire, medical, and active threat scenarios through preparedness checks and periodic training.
Cross-Functional & Administrative Support:
Collaborate daily with the Arizona Office Services Associate to support office operations such as mailroom duties, office event setup, and logistics coordination.
Support internal Gemini training sessions or security briefings across Arizona, California, or Washington offices as needed.
Travel up to 10% of the time as needed.
Minimum Qualifications:
Experience in physical security, federal or local law enforcement, military police, or corrections.
Demonstrated experience in supervising guardforces or small security teams.
Strong technical aptitude, and experience with CCTV, access control, and alarm monitoring systems, visitor management systems, and security hardware integration.
Proven capability to conduct investigations and situational assessments.
Be eligible to obtain a current Arizona license to carry a weapon.
Knowledge of OSHA, Health & Safety, and Emergency Management protocols.
Excellent communication and interpersonal skills, with a balance of firmness and diplomacy.
Experience in policy enforcement, investigative work, or compliance monitoring in a corporate setting. Ability to tactfully enforce policies while maintaining a professional and approachable demeanor.
Strong writing skills for clear, accurate reporting and incident documentation.
Adherence to strict privacy/confidentiality guidelines and policies.
Ability to work independently, adapt to various work environments, and maintain a high level of situational awareness.
Ability to learn and use new software platforms.
Remain flexible and responsive to changing conditions.
Ability to remain calm in a crisis.
Preferred Qualifications:
Previous experience working within a corporate or financial services environment.
Preferred possession of HR218 as a former law enforcement officer.
Certifications such as ASIS PSP (Physical Security Professional) or CPP (Certified Protection Professional, though not required.
Understanding of data protection and privacy best practices related to physical environments.
It Pays to Work Here The compensation & benefits package for this role includes:
Competitive starting pay
A discretionary annual bonus
Long-term incentive in the form of a new hire equity grant
Comprehensive health plans
401K with company matching
Paid Parental Leave
Flexible time off
In the United States, we offer a hybrid work approach at our hub offices, balancing the benefits of in-person collaboration with the flexibility of remote work. Expectations may vary by location and role, so candidates are encouraged to connect with their recruiter to learn more about the specific policy for the role. Employees who do not live near one of our hubs are part of our remote workforce.
At Gemini, we strive to build diverse teams that reflect the people we want to empower through our products, and we are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. Equal Opportunity is the Law, and Gemini is proud to be an equal opportunity workplace. If you have a specific need that requires accommodation, please let a member of the People Team know.
#LI-MW1
Are you an experienced accountant that enjoys serving governmental entities? Do you get bored doing the same thing every day and thrive on work that allows you to conquer new challenges daily? Do you find satisfaction in building strong relationships and making a difference in the lives of your peers and clients? If you answered "yes" to these questions, we want to meet YOU!
As Abdo's governmental consulting team continues to grow, we are looking for a SeniorAssociate to join the team. This team provides accounting and financial services to our city, county, and special district clients. Our services include fractional CFO and staffing, long-term planning, budgeting/forecasting, audit preparation, process improvement, utility rate analysis, research/policy drafting, and software implementation.
At Abdo, we're not your typical accounting firm. For us, ‘Lighting the path forward' means that we go well beyond traditional accounting and auditing to deliver solutions that help our clients succeed. We carefully seek out the best people and trust them to make a difference in helping our clients navigate forward with confidence.
Our culture is built on the following principles:
Relationships - We give our best to our clients and to each other.
Growth & Development - We get better every day.
Teamwork - We accomplish great things together.
Key responsibilities include:
Prepare and analyze financial data for city management, state and county regulators, and auditors
Prepare and analyze monthly and quarterly reports
Lead and collaborate on the preparation of an annual budget plan
Maintain financial data, records and reports in accordance to guidelines, procedures, and regulations
Lead and support year-end audit preparation and financial statement preparation
Lead and collaborate on long-term planning
Maintain and recommend improvements for existing reporting processes
Consult and communicate with all levels of client leadership
Prepare journal entries and reconciliations
Provide financial analysis on special projects and initiatives
Ideal SeniorAssociate candidate has:
Bachelor's degree in accounting, finance, related field, or equivalent work experience
3+ years experience working in accounting
Experience in the local government/utility industry and/or governmental accounting
Strong understanding of accounting processes and policies
Knowledge of Generally Accepted Accounting Principles, Generally Accepted Auditing Standards, various software applications and pertinent federal and state regulations
Proficient in advanced MS-Excel functions
Desire to work in a fast-paced environment
Collaborative spirit and adaptability to change
Attracting, developing, and retaining the best employees are our highest priorities at Abdo. Listed as a “Fastest Growing Firm,” recognized as a "Best of the Best" firm and ranked in the Top 200 firms by Inside Public Accounting, we are always seeking talented individuals who can contribute to the continued growth and success of our firm.
If you desire flexibility and control in your work schedule along with recognition for your efforts, Abdo has the opportunity you're looking for! Apply online TODAY!
Flexible Workplace:
Abdo approaches the hybrid work environment through flexible workplace options of working mostly from home or working mostly from the office. We want our people to work where they work best!
Interviews for this position may be conducted via Zoom video.
Additional Information:
At Abdo, we are committed to providing fair, transparent, and competitive compensation that reflects the unique skills and experiences of each candidate. The estimated base pay range for this role is $74,000 - $99,000. Offers are typically made below the maximum to allow room for future compensation increases in the role. The compensation offer will be based on factors such as experience, education, licensure, certifications, skills, and business needs.
All employees have the opportunity to earn discretionary bonuses based on demonstration of extraordinary performance, special projects of significant importance, or other major accomplishments.
Abdo cares about the wellbeing of our team members and offers a comprehensive benefits package to support this. Our benefits package includes:
Medical, dental, vision, HSA with employer match, FSA medical and dependent care, long & short-term disability insurance options
22 days per year of PTO, 8 full holidays, 2 half holidays, 24 hours paid volunteer time, parental and grandparent leave
401(k) plan with employer contributions up to 4.5%
Abdo-sponsored telehealth platform
Technology reimbursement
Half day Fridays June through September
Professional expenses and CPA support and bonus
Benefits offerings are based off benefits eligibility requirements being met. View more information on our comprehensive benefits package on our Careers page.
Abdo LLP is committed to providing equal employment opportunities to all employees and applicants for employment without regard to any legally-recognized basis “protected class” including but not limited to: race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, marital status, or any other characteristics protected under federal, state, or local laws.
If you need assistance or reasonable accommodations through our recruiting process, please email us at *************************.
We will not be hiring candidates from agencies for this position.
$74k-99k yearly 48d ago
Senior Associate, Valuation Management Data Reporting
Situsamc
Senior associate job in Phoenix, AZ
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 (***********************************************************************************************
$70k-95k yearly 35d ago
Senior Audit Associate
Southwest Accounting Resources
Senior associate job in Phoenix, AZ
Our client, located in north central Phoenix and one of Arizona's largest, locally owned CPA and business advisory firms, is looking for a stellar Senior Audit Associate to join their team. This position will manage clients and staff and will work within several niches including Manufacturing/Retail/Distribution, Restaurants, Construction, Real Estate, and Individual/Estate/Gift.
This position offers a hybrid work schedule and base salary up to $90,000 DOE.
Responsibilities:
Perform field work of audits, reviews and compilations
Prepare financial statements with full disclosures
Plan, supervise and complete routine engagements
Supervise other accountants (of varying levels of proficiency and experience)
Develop new client relationships, and strengthen existing relationships
Recognize opportunities to provide additional services to clients
Assist in firm administrative functions as needed
Background Required:
Minimum 2 years public accounting experience
CPA or CPA Candidate
Self-motivated
Work well in a team environment
Excellent communication skills
Strong analytical skills
Preparation of financial statements and income tax returns
A high understanding of GAAP and OCBOA
A high understanding of GAAS
At least a limited understanding of GAGAS / Yellow Book
Experience in financial statement compilation - both with and without notes
Experience with financial statement audits and reviews
For immediate consideration email your resume to Thyra at thyra@southwestaccountingresources.com
www.southwestaccountingresources.com
$90k yearly 60d+ ago
Consulting Senior Associate, Field Biologist
Environmental Resources Management, Inc.
Senior associate job in Scottsdale, AZ
Kickstart your environmental career with hands-on fieldwork across Arizona's most dynamic habitats.
If you're passionate about wildlife, love being outdoors, and want meaningful experience that builds your ecological skill set, this role offers a chance to do impactful work from day one.
Why This Role Matters
As a Consulting SeniorAssociate, Field Biologist with ERM, you'll support conservation-focused projects that shape responsible development across Arizona. Your surveys and assessments help protect sensitive species-like burrowing owls, thrashers, and native plants-while ensuring our clients meet critical environmental compliance requirements. This is an opportunity to grow your field expertise while contributing directly to biodiversity protection. This is a part-time, casual role for a duration of 1 year, renewable.
What Your Impact Is
In this role, you'll be the eyes and ears in the field, conducting species surveys, habitat assessments, and monitoring efforts that guide real-world environmental decisions. Your onsite observations and detailed reporting will directly influence project planning, permitting, and conservation outcomes. You'll gain hands-on experience, build technical field skills, and make a meaningful difference in Arizona's natural landscapes.
What You'll Bring
Required
Minimum 3+ years of avian biology experience; burrowing owl expertise is required.
AZFD Burrowing Owl Surveyor training certification.
Proficiency in identifying Bendire's and LeConte's thrashers and their nests by sight and sound.
Experience conducting native plant surveys in Arizona.
Ability to work safely outdoors in variable weather and rugged terrain.
Working knowledge of sub-meter GPS technologies and map interpretation (NWI, USGS, aerial imagery).
Strong attention to detail, organization, and documentation accuracy.
Effective communication skills and independent problem-solving ability.
Willingness to travel, including potential overnight stays
Driver's License Required: This position requires a valid driver's license and/or the ability to operate a company vehicle due to the nature of job duties, which include frequent travel to various client locations across a large geographical area.
This position is not eligible for immigration sponsorship.
Preferred
Fluency in English and Spanish.
Experience conducting special-status species surveys beyond those listed.
Prior construction monitoring or environmental compliance fieldwork.
Key Responsibilities
Conduct pre-construction surveys for burrowing owls, nesting birds, thrashers, and native plants across Arizona.
Complete habitat assessments and construction monitoring as needed.
Work independently in remote locations while maintaining strong communication and safety standards.
Perform electronic data collection using handheld and sub-meter GPS devices.
Compile daily reports and contribute to comprehensive survey documentation.
Coordinate with construction crews during pre-construction sweeps; provide compliance guidance.
Support additional plant and wildlife surveys based on project needs and your skill set.
Adhere to ERM's rigorous safety program and standard operating procedures.
Assist with other duties as required.
Who We Are:
As the largest global pure play sustainability consultancy, we partner with the world's leading organizations, creating innovative solutions to sustainability challenges and unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations.
At ERM we know that creating a diverse, equitable and inclusive work environment is an essential part of making our company a great place to build a career. We also see our diversity as a strength that helps us create better solutions for our clients. Our diverse team of world-class experts supports clients across the breadth of their organizations to operationalize sustainability, underpinned by our deep technical expertise in addressing their environmental, health, safety, risk and social issues. We call this capability our “boots to boardroom” approach for its comprehensive service model that allows ERM to develop strategic and technical solutions that advance objectives on the ground or at the executive level.
Please submit your resume and brief cover letter.
ERM does not accept recruiting agency resumes. Please do not forward resumes to our jobs alias, ERM employees or any other company location. ERM is not responsible for any fees related to unsolicited resumes.
ERM is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Thank you for your interest in ERM!
#LI-FA1
#LI-Hybrid
Candidates may be invited to complete an online assessment as part of our recruitment process. All personal information will be handled confidentially and in compliance with data protection laws.
$58k-84k yearly est. 3d ago
Deployment, Sr Associate
Shift4 4.2
Senior associate job in Tempe, AZ
Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit ***************
Summary:
The Deployment, Sr Associate is responsible for configuring, imaging, customizing, and shipping POS and credit card equipment, ensuring inventory accuracy, and maintaining compliance with PCI-DSS policies. This role requires independence, attention to detail, and the ability to work under pressure while maintaining high standards of quality, safety, and regulatory compliance.
Responsibilities:
Configure, image, and customize POS and credit card equipment.
Program, test, package, and ship equipment, peripherals, and supplies.
Fulfill daily orders, receive incoming supplies, and maintain accurate inventory.
Work independently in a fast-paced environment, meeting tight deadlines under pressure.
Identify and resolve operational issues promptly using written, oral, or diagram-based instructions.
Maintain full understanding of PCI-DSS policies and Key Injection Facility (KIF) procedures.
Attend and pass periodic PCI compliance trainings and assessments.
Alert supervisor and department director of any conditions that may jeopardize certifications or business operations.
Maintain thorough knowledge of departmental processes, procedures, and company-wide impacts.
Perform miscellaneous duties as assigned.
Qualifications:
High School diploma or GED required; relevant certifications (A+, Net+, Security+, Microsoft) are beneficial.
Frequent lifting of 10-20 lbs, occasional up to 30 lbs, and occasionally up to 50 lbs.
1 year of credit card industry experience (acquiring or issuing) preferred.
Proficient with Word, Excel, Access, Windows applications, and email.
Flexibility to work evenings, weekends, and holidays as needed.
Effective time management, able to work under pressure with limited supervision.
Capable of handling shipments, wrapping pallets, and operating hand trucks or pallet jacks.
Previous experience in PCI-DSS environments or with Hardware Security Modules (HSMs) is a plus.
Meets attendance and performance standards.
#LI-SM2
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
$65k-96k yearly est. Auto-Apply 8d ago
Ultra High Net Worth Client Case Representative, Senior Associate
Vanguard 4.4
Senior associate job in Scottsdale, AZ
Are you passionate about delivering exceptional service and building meaningful relationships with sophisticated clients? Join Vanguard's Advice & Wealth Management Division as an Ultra High Net Worth (UHNW) Client Consultant, where you'll partner closely with Advisors and Relationship Managers to support some of our most valued clients. In this inbound phone-based role, you'll be the first point of contact for UHNW clients-providing differentiated service, resolving complex inquiries, and uncovering additional needs through thoughtful conversations. You'll use the Professional Selling Skills framework to deepen relationships and share critical insights with Relationship Managers in a pooled support model, contributing directly to our relationship management and sales strategy. This is more than a service role, it's a launchpad. This role offers a strong foundation in relationship management, sales, and investment expertise, with opportunities to grow and explore future roles within Advice Wealth Management-such as Relationship Manager, Advisor, or other advanced client support positions. In this role, you will: * Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance. * Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. * Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions. * Collaborate across teams to maintain and enhance the UHNW client experience. * Document client and team feedback to support continuous service improvement with the business. * Build expertise in Vanguard products, services, and industry trends to guide clients effectively. What It Takes * Minimum of three years' experience in Financial Services; client service experience preferred. * Undergraduate degree or equivalent combination of training and experience. * Active SIE and FINRA Series 7 license, and either the Series 66 or the ability to obtain the Series 66 within 90 days of joining. * Ability to build trust and rapport with clients, using a consultative sales model to uncover needs and deliver meaningful solutions. * Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund trade basics. How We Will Support You * Fully paid training and coaching to help you obtain required licenses. * Dedicated onboarding to Vanguard's Advice & Wealth Management business and working model. * Access to development resources, mentorship, and corporate learning opportunities-including support for professional designations such as the CFP-to help you build expertise and grow your career within Advice & Wealth Management Qualifications: * Minimum of three years related work experience in the Financial Services industry. * Experience in client services preferred. * Undergraduate degree or equivalent combination of training and experience required. * This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. Why Vanguard At Vanguard, we believe in supporting our "crew" personally through all life stages. Total potential compensation for this role is $84,000-$92,000 ($70,000-78,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards. In addition, Vanguard provides a competitive benefits package to all employees. Some of our benefits include: * World class training and development programs to equip you with the tools to take the FINRA Series 66. * A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses. * An annual bonus (known internally as Partnership) based on company performance. * 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO. * Industry-leading retirement savings - up to 4% matched contributions, and 10% employer contribution without condition. * Best-in-class medical, dental, and vision coverage with on-site health perks: *
CrewCare: our own onsite health-clinic for you and your loved ones. * ShipShape: onsite fitness center. * LYRA: a program to provide care for your emotional and mental health - how, when, and where you need it, at no cost to you. * Education benefits including tuition reimbursement designed to support you in furthering your education. * Strong parental leave, including adoption and surrogacy, benefits - because we know every family looks different! For a deeper look into our benefits, please visit our Why Vanguard page! Special Factors Vanguard is not offering visa sponsorship for this position. If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Please note, the credit and criminal check requirement does not apply to crew who are currently registered with FINRA. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$84k-92k yearly Auto-Apply 11d ago
Health and Benefits - Senior Associate
WTW External
Senior associate job in Tempe, AZ
As a Health and Benefits SeniorAssociate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions.
The Role:
Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include:
Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day to day contact for clients
Proactively advising clients and providing superior client service
Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies
Engaging specialist resources and subject matter experts in health management, absence and disability management, pharmacy, data analytics and compliance
Supporting the generation of new business by participating in prospecting opportunities as part of a broader team
Building relationships internally and collaborating effectively on cross-functional teams
Mentoring junior colleagues
The Requirements:
6+ years' experience in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor
Desire and ability to expand relationships with current clients
Polished and well developed oral and written communication skills
Self-starter attitude and ability to work independently and as part of a team
Flexibility and proven ability to identify and resolve issues
Strong analytical, creative and integrative skills
Excellent Microsoft Office skills, particularly in Excel and PowerPoint
State Life and Health license required within 90 days of joining
CEBS designation, or health and welfare actuarial or underwriting training desired
This role will be on a Hybrid Setup
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
$57k-84k yearly est. Auto-Apply 42d ago
Global Security Threat Management Senior Associate
JPMC
Senior associate job in Tempe, AZ
Global Security (GS) protects the firm's employees and assets throughout the world. This responsibility includes the development of security and safety policies and procedures, regulatory and legislative compliance, security guard management and alarm response, crisis management, ATM, branch and corporate building security, customer safety, physical crime investigations, workplace violence, fire and life safety, executive protection, due diligence, pre-employment screening, security operations globally, fraud investigations, and cyber security.
As a Senior Threat Associate within Global Security, you will provide continued support to employees through partnership with other key cross-functional partners as required. You will utilize your strong technical skills to help enhance the global team's risk and controls initiatives. You will be aligned to a particular function within the Threat Management organization but will be available to support other functions based on business needs. Your primary role will be to provide support functions for escalated threat cases throughout their entire lifecycle, including information gathering, initial threat assessment, consultation of stakeholders, incorporation of mitigation strategies, continued monitoring, and regular reviews of persons of concern.
Job responsibilities
Actively respond, manage and maintain cases of all case-types to include report writing and record retention
Conduct witness interviews and provide assessments as required
Provide program support for other GS/TM partners (Global Intelligence, Insider Risk)
Serve as liaison support for cross-functional partners
Provide case support for peer TMs as needed and based on caseload/on-call support
Support the development of best practice documents and standard response protocols
Utilize internal databases to execute long-term monitoring of persons of concern
Leverage partnerships to continuously monitor persons of concern
Support data integrity, TM case metrics, and trends analysis
Leverage technical skills (Microsoft office suite, ServiceNow, ArcGIS, Sales Force, Pega, Tableau, Power Bi, etc.) to enhance teams operational excellence
Required qualifications, capabilities, and skills
3+ years' experience in a threat management, law enforcement, intelligence analysis, and/or corporate security role
BA or BS Degree in History, Criminal Justice, Intelligence, or Political Science or equivalent years of relevant experience
Proficiency in MS office suite
Ability to think quickly and make decisions while under pressure
Ability to work within a team environment and achieve buy-in from stakeholders
Strong communication skills
Strong organization skills
Available to travel 10%
Able to work extended hours to include nights, weekends, and on-call as needed
$57k-84k yearly est. Auto-Apply 60d+ ago
Data Visualization Senior Associate
Jpmorgan Chase & Co 4.8
Senior associate job in Tempe, AZ
JobID: 210669861 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$165,000.00 The CAO Chief Data and Analytics Office team is responsible for the overall data strategy and governance across the firms CAO functions. This function supports Amenity Services, CAO Strategy & Services, Corporate Location Management, Document & Business Services, Global Real Estate, Global Security, Global Supplier Services. As a Data Visualization Associate, you will help our organization manage its data assets, associated data risks, and find the best solutions from our data to drive new business insights, enhance analytics, and streamline reporting. In doing so, we look for improvements ranging from establishing quality data repositories to designing cutting-edge analytic insights utilizing the latest data visualization and machine learning tools.
As a Data Visualization Associate within our organization, you will manage data assets, address associated data risks, and identify optimal solutions to derive new business insights, enhance analytics, and streamline reporting. Your role will involve seeking improvements, from establishing quality data repositories to designing innovative analytic insights using the latest data visualization and machine learning tools.
Job Responsibilities:
* Generate deep insights through the analysis of data and understanding of business processes and turn them into actionable recommendations.
* Manage relationships to one or more corporate functions within the Chief Administrative Office (CAO). Identify areas for business improvement/optimization using data tools, analytics and targeted visualizations
* Develop and deploy rapid prototype solutions to demonstrate ideas and prove concepts.
* Develops relationships across CAO and with key stakeholders.
Required qualifications, skills, and capabilities:
* Extensive QlikView and Qlik Sense development experience, including scripting, row level section access, set analysis, custom configuration/display condition, performance optimization, etc.
* Strong understanding of data modeling, SQL and comfortable with manipulating large, complex and disparate data sets
* Experience with UI/UX Design. Understands target audience, interest in delivering elegant/functional visualizations and willingness to go the extra mile to deliver maximum value to the business
* Conduct efficient meetings while clearly articulating recommendations and solutions
* Provide systematic and detail-oriented approach to managing tasks and ensuring high-quality output
* 3+ years' experience working as a data analyst, dashboard designer, or similar role
Preferred qualifications, skills, and capabilities:
* Experience with Tableau, Alteryx and Databricks a plus
* Demonstrated verbal, written, organizational and presentation skills
* Strong MS Office skills (Excel, Powerpoint)
* 1+ years' experience in client facing (internal business partners) business analysis/relationship manager role
$104.5k-165k yearly Auto-Apply 47d ago
Senior Associate, Restructuring
Alvarez & Marsal 4.8
Senior associate job in Scottsdale, AZ
Restructuring SeniorAssociate, Alvarez & Marsal Scottsdale Office Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
As a Restructuring & Turnaround SeniorAssociate, you will have the opportunity to work alongside professionals recognized as authorities across a diverse set of industries, and with the guidance of the most talented restructuring practitioners, you will drive changes that preserve and create value, impacting the world's most recognized organizations, and their people.
How you will contribute
You will be working closely with companies across a variety of industries to help underperforming businesses navigate their restructuring process and create a lasting positive impact on the organization.
We advise on every aspect of the restructuring process - from the strategy, to cash conservation/liquidity management, to business plan development and implementation - providing you with a wide range of experiences and projects. Leveraging your resourcefulness and independent judgment, you will help develop solutions to critical problems to improve an organization's overall performance and enterprise value by developing and executing restructuring and turnaround plans. You will be applying your analytical skills and deep understanding of accounting and finance to a diverse range of projects in turnaround, restructuring, bankruptcy and performance improvement. Your involvement with these projects will typically include:
* Building and managing 13-week cash flow forecast.
* Building a liquidation analysis to address feasibility of Plan of Reorganization.
* Working with client to create a long-term business plan in order to track and manage business performance, manage working capital, and implement cost reduction initiatives.
* Implementing cash conservation strategy and controls.
* Developing pre-bankruptcy plans and assisting with bankruptcy case administration, which includes supporting the handling of creditor constituents and preparing bankruptcy documents.
* Supporting marketing initiatives by assisting with the pitch preparation process.
* Leading a work stream within a project and coaching and mentoring junior resources.
Working as a partner to our clients by building consultative relationships, you will develop an in-depth understanding of the client's processes, financial positions and key operational performance drivers to surface and address key issues, from the big picture to the smallest details. Relying on your ability to communicate and problem solve; you will present your analyses and insights to a variety of audiences.
At A&M you will have the opportunity to work on the most disruptive restructuring and turnaround projects in the industry and the world. You will be working alongside senior management and a team of experienced A&M professionals from a variety of backgrounds that bring a wealth of industry depth and knowledge. Relying on your ability to effectively handle pressure in stressful situations and prioritize multiple work streams, you will work in a fast paced, deeply collaborative team environment. You will build rapport and develop credible relationships with clients, legal counsel and investment bankers, and be relied on to proactively communicate with your team, external parties and client leadership.
Qualifications
* At least 6+ years of work experience in corporate restructuring, investment or commercial banking, and/or consulting or corporate positions with a financial or accounting focus, 4+ years of which is direct restructuring experience.
* BA/BS degree and/or MBA/MS in Accounting, Finance, or other related analytical fields.
* Advanced Microsoft, PowerPoint, and Word skills a must.
* Professional certifications such as Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications preferred.
* Understanding of the fundamental aspects of Chapter 11 proceedings.
* Advanced level of experience in financial modeling with ability to build 13-week cash flow forecast and 3-statement financial models with limited oversight.
* Excellent organizational and problem-solving skills.
* Excellent verbal and written skills, with the ability to communicate with all levels of client personnel.
* Commitment to living A&M's cultural values: integrity, leadership, objectivity, inclusive diversity, and fun.
* Team player who can excel in a fast-paced, entrepreneurial, challenging work environment.
* Willingness to travel 100%.
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $160,000 - $185,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-KH2
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$160k-185k yearly 60d ago
Senior Associate-Digital Product Management
American Express 4.8
Senior associate job in Phoenix, AZ
Salary Range\: $89,250.00 to $150,250.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://*******************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
As part of the Global Merchant & Network Services group (GMNS), the Network & Acquirer Solutions (NAS) team is at the core of American Express, uniquely positioned to support every business unit and customer across the Enterprise. The American Express Network enables over $1.6 trillion in annual spend, serving our Issuers and Acquirers in more than 170 markets worldwide. We are delivering a multi-rail, omni-channel payments ecosystem that delivers value seamlessly and securely for Amex and our customers.
The Network & Acquirer Capability Delivery (NACD) team within NAS works to deliver full-scale Network solutions including new digital products such as Debit, Push to Card, Multi-Rail, and Local Network solutions to meet the evolving demands of global payment networks and adapt to local market needs while ensuring continued global interoperability. This enables the Enterprise to attract new customers, operate in new markets, react to changing regulatory demands, and process new/emerging types of payments. A role on this team will challenge you to broaden your skills and industry acumen in a collaborative, diverse and inclusive team environment.
As the Sr Associate, Data Strategy & Transformation, you will be at the center of building on the Payments Network mission! You will be joining the team at a fascinating and critical time in which the team is kicking off a multi-year data strategy & transformation initiative playing a key enabling and thought partnership role in driving business growth, productivity, and operational excellence for the broader organization. You will have the opportunity to be part of a key strategic priority for the NAS business. This exciting role will offer the opportunity to drive the strategy to better process, manage, store, control, govern and monetize our critical data assets.
The incumbent will play an influential role collaborating closely with key stakeholders like NAS Product, Envisioning, Technology, GSG (Global Services Group), Finance, CFR (Credit & Fraud Risk) etc. to understand the current landscape of data coverage, opportunities and create a roadmap. They will provide consultative support to peers and leaders in NAS, through strategic analytics that highlight trends, risks and opportunities and actionable insights.
Key Job Responsibilities:
Support Senior Managers leading the development and execution of the Payments Network Data Strategy vision, strategy, and roadmap
Partnership and collaboration with peers on Product, Envisioning, Technology, Data Governance, Analytics, Delivery teams to find synergies, drive optimization and standardization
Participate in external and internal research and enablement of next gen AI/ML driven solutions which make data analysis, discovery and processing more efficient and optimized
Support Senior Managers to develop presentations materials for colleagues and Senior Leadership
Help build a comprehensive, scalable and nimble data distribution strategy to cater unique needs of all downstream applications
Become an expert on Payments transactional data and working with the Data Governance Office to ensure that relevant data is identified as needing to be activated, review/propose data that is necessary for processing vs. servicing and make recommendations on accessibility of that data
Owning data discovery by forming hypotheses, defining objectives and key results, and recommending options that best balance cost-benefit to achieve defined outcomes
Helping define MVPs to meet strategic business outcomes while balancing innovation and efficiency
Preferred Qualifications
Superior analytical skills - ability to analyze/understand large data sets, synthesize and draw out relevant insights
Strong presentation skills, particularly in creating executive summary decks for sharing strategies and progress to senior leaders
Excellent communication and collaboration skills. Able to simplify complex ideas, navigate cross-functional teams and build relationships, influence decisions, and deliver on shared objectives
Extreme attention to detail and accuracy - strong sense of responsibility and accountability
Demonstrated ability to analyze data and processes to identify creative solutions and drive incremental improvement
Ability to self-start, carve opportunities out of ambiguity, and operate with a high degree of independence
2+ years of analytic or data management programming experience required (SQL, SAS, R or Python)
Bachelor's degree in a quantitative field e.g. Engineering, Statistics
Flexibility in supporting various time zones, as this role supports global initiatives
$89.3k-150.3k yearly Auto-Apply 12d ago
Senior Risk & Control Associate
Edward Jones 4.5
Senior associate job in Tempe, AZ
This job posting is anticipated to remain open for 30 days, from 06-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Team Overview:
The Wealth Management and Field Management 1st Line Risk Team works together to identify, assess, management and elevate risks associated with the WMFM Organization. The WMFM 1LOD Risk Team works to implement and operationalize the Enterprise Risk Management Framework. The WMFM 1LOD Risk Team drives alignment to the standards, provides transparency and visibility related to the risks in the WMFM profile and helps to design and monitoring risk mitigation plans that help the functional area manage risks.
What You'll Do:
This role serves a key function in ensuring transparent, accurate and timely reporting of risks, risk mitigation and other risk profile elements. This role is responsible for proactively identifying impactful opportunities where analytics and business intelligence visualizations can inform the business and provide actionable insights to support business decisions and long-term strategy development. Responsible for the execution of divisional risk analytics and risk reporting. This role involves developing and delivering comprehensive risk reports and insightful analytics to support decision-making and risk management processes. Requires exceptional analytical skills, attention to detail, and ability to communicate findings effective to senior management and other stakeholders.
Here are a few of the Key Responsibilities:
* Build and maintain an understanding of data flows, sources, and data transformations across multiple domains
* Analyze data to identify trends, underlying issues and/or meaningful insights, and generate digestible reporting (dashboard, reports, or other risk data visualization tools) that divisional leadership can use to enable informed risk decision-making
* Define business and data requirements for reporting
* Engage and consult in the division's implementation and use of the firm's GRC Tool
* Lead the development and monitoring of KPIs and benchmarks, including the ability to communicate results to senior leaders
* Serve as a technical and functional data subject matter expert
* Build and maintain a strong knowledge of data sets available. Extract, cleanse and transform data to support analysis needs. Proactively identify and resolve data quality issues
* Act as resource to the team and assists divisional team members with reporting needs
* Stays informed on risk industry and educational/development opportunities
* Ensures that risk reporting adheres to Enterprise Risk Management (ERM) reporting standards
* Lead the development and monitoring of Risk Metrics (KRIs, risk appetite measures), KPIs and benchmarks, including the ability to communicate results to senior leaders
What Experience You'll Need:
* Bachelor's Degree
* 5+ years of risk management experience
* Experience in financial services, specifically wealth management, asset management, investment advisory, financial planning, and/or high net worth client services
* Experience with Microsoft Office and GRC tools, Power BI or other data visualization tools, and databases.
* Experience the identification, development and monitoring / reporting of risk measures such as Key Risk Indicators (KRI) and risk appetite measures, as well as Key Performance Indicators (KPI).
* Demonstrated ability to influence, build consensus, and foster collaboration throughout the decision-making process, between stakeholders that are often across multiple divisions and locations.
* Must have strong critical thinking, problem-solving, and decision making and collaboration skills with ability to strategically plan & execute on assigned projects.
What Could Set You Apart:
* Advanced degree or industry designation preferred
* Previous experience with investment advisory preferred
* FINRA Series 7 license or acquire within 12 months of hiring
* Prior experience as part of a dedicated first line of defense risk management function, including leading risk assessments
Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
$61k-76k yearly est. 14d ago
Consumer Investments Senior Associate - Manager in Training
Bank of America 4.7
Senior associate job in Chandler, AZ
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
The goal of the Investment Center is to provide a high level of service to Consumer Investments and Merrill clients, supporting trade, service, account maintenance and online access and navigation inquiries. The Manager in Training is a key role in Consumer Investments Client Services to acquire licensing and skills to prepare to lead a team of our Financial Service Representatives and provide exceptional service to our clients. Manger in Training will be responsible for obtaining 9 and 10 through half day dedicated study time and support Sr. Leader initiatives while gaining additional on the job skills.
Enterprise Job Description:
Working in a sales and service environment, incumbents are responsible for assisting team managers with coaching and supervising a team of employees in the Consumer Investments Solutions & Client Services organization. They act as a subject matter expert and peer coach, sharing best practices to help improve customer satisfaction levels, productivity and asset growth. Recommends process improvements.
Become a licensed, registered Manager in Training responsible for the development and achievement of your team in the Consumer Investments Client Services organization.
Responsibilities:
Successfully obtain Series 7, 66, 9 & 10 Licenses
Coach, motivate, supervise or support the broader business and teams
You will deliver exceptional customer experiences by resolving all elevated client issues and teaching client ownership by example
Develop your team through side-by-side coaching, relationship building, call review, consistent coaching and mentoring
Sharpen your focus on compliance and regulatory standards: actively managing risk - reviewing sales practices, trades, communication and all faucets of team activity to ensure responsible growth
Participate in foundational management training, leadership rotations and in-depth role-specific training
The skills you bring to the role:
You are able to understand investments and assist associates and customers with their financial needs
Able to act as an ambassador for our clients with a proven ability to deliver world-class client experience and independently solve problems
Focus on building relationships with teammates
Analytical ability with strong organizational skills; able to manage multiple responsibilities and prioritize
Strong communication skills (verbal, non-verbal, and written) and active listening skills
Availability to work weekends and/or extended hours as required to operate the business
Driving Culture, leading a diverse team, client centric
Managing risk
Required Qualifications:
Series SIE, 7, 66, 9 & 10 required to obtain within 210 days of hire
If already have Series 7 & 66 then 9 & 10 will be required within 120 days hire
Ability to understand investments and assist associates and clients with their financial needs
Focus on building relationships with teammates
Analytical ability with ability to manage multiple responsibilities and prioritize
Strong communication skills (verbal, non-verbal, and written) and active listening skills
Drive culture, leading a diverse client centric team
Proven ability to manage risk - must utilize sound judgment to make business decision for shareholders and clients
Must be client and associate focused
Proven ability to coach and motivate others
Lives the Bank of America Core Values: delivers for clients and shareholders, embraces the power of our people, acts responsibly and promotes opportunity
Desired Qualifications:
Capable of effectively coaching and mentoring team to meet metrics
Ability to effectively manage workload in a fast-paced environment
Excellent interpersonal, leadership and oral/written communication skills
Capable of multi-tasking and working efficiently under stress and high volume
Strong organizational and teamwork skills
Knowledge of Consumer Investments and Merrill systems and clients a plus
Collaborates effectively to get things done, building, and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
For internal employees; participation in a work from home posture does not make you ineligible to post
Additional Skills Used:
Client Experience Branding
Leadership Development
Performance Management
Relationship Building
Sales Performance Management
Account Management
Customer Experience Improvement
Executive Presence
Sales Strategy
Talent Development
Decision Making
Drives Engagement
Recruiting
Strategic Thinking
Workforce Planning
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
How much does a senior associate earn in Mesa, AZ?
The average senior associate in Mesa, AZ earns between $48,000 and $100,000 annually. This compares to the national average senior associate range of $56,000 to $121,000.
Average senior associate salary in Mesa, AZ
$69,000
What are the biggest employers of Senior Associates in Mesa, AZ?
The biggest employers of Senior Associates in Mesa, AZ are: