Senior associate jobs in New Hampshire

- 22 jobs

Data Protection and Privacy Senior Associate - Business Process Reviews
EY 4.7
Senior associate job in Concord, NH
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Ethics, Compliance, and Risk Management (ECRM) supports our people in managing the risks that arise during our daily working lives. We work closely with all parts of the organization to identify, manage and monitor risk, providing coordinated advice and assistance on independence, conflicts, compliance, regulatory, policy, security issues, as well as dealing with claims and any queries regarding ethics. **The opportunity** We are operating in an increasingly connected world that is changing how to manage risk. With fast-paced technology advancements, new innovations within emerging technologies, and an ever-challenging regulatory environment, it is business critical for our organization to identify not only the risks but the opportunities these present to us. As a Data Protection & Privacy Senior Associate, you will support processes within the Ethics, Compliance, and Risk Management (ECRM). Our brand depends on it. It's all part of our long-term commitment to building a better working world and in return, you can expect plenty of opportunities to take on new responsibilities and develop your career. **Your key responsibilities** As part of the EY Americas Data Protection (Confidentiality, Data Privacy) function, you will maintain visibility over and perform data protection due diligence activities around business processes and processing activities (i.e., Activity Privacy Impact Assessments (APIAs)). You will help to interpret data protection and privacy laws and policies, determine required actions to standard and non-standard situations, and make recommendations based on firm guidance, professional standards, subject matter expertise, and acquired experience. **Skills and attributes for success** + Supports the Compliance function of the Data Protection program as needed, including but not limited to: + Conducting data protection due diligence reviews of business processes and data processing activities in order to enable EY compliance with legal/regulatory, EY firm, and EY client data protection and privacy requirements, + Developing procedures operationalizing data protection compliance measures, and monitoring and assessing adherence to implemented controls, + Collaborating with various functions within the organization, such as Talent, Finance, Service Line Quality, and business teams to maintain visibility over evolving and new processing activities and bake in Data Protection compliance measures as appropriate, and + Creating reports on various data protection compliance activities to be delivered to key program stakeholders, including senior leaders within the organization; + Assists the Data Risk Management function of the Data Protection program as needed, including but not limited to: + Documenting, conducting, and assisting others with investigations of data incidents (i.e., instances of loss, theft, or inappropriate disclosure of confidential/personal information); collaborating with clients, internal functions, and EY service lines to understand root cause, assess impact, and develop remediation plans, and + Developing and maintaining EY confidential and personal information inventory, in partnership with EY internal functions and service lines, to understand types of information that require protection and to fulfil data protection regulatory requirements (e.g., Records of Processing Activities (ROPA)). + Continuously maintains and expands knowledge of field of expertise and communicates new developments and resulting impact to program stakeholders and team members; and + Participates in various ad-hoc Data Protection and Privacy projects, as needs develop. **To qualify for the role, you must have** + Strong verbal and written communication skills + Solid understanding of relevant firm business and area wide data protection issues and concerns + Strong problem-solving skills + Flexibility and the ability to take the initiative + Ability to right-size risk + Strong research skills + Strong project management skills; ability to successfully handle multiple tasks + Good working knowledge of information systems and common software packages + Bachelor's degree or equivalent work experience; Graduate degree or Juris Doctorate preferred + 1-4 plus years related experience **Ideally, you'll have** + Ability to reference existing firm data protection and privacy policies as well as knowledge and experience to review complex situations and assist in proposing solutions + Strong knowledge of relevant global, national, and local data protection laws, regulations, and standards, as well as familiarity with other risk management initiatives outside of their specific area + Sound understanding of high-level technology trends and issues surrounding data protection + Privacy certification from ISACA or the International Association of Privacy Professionals (e.g., CIPP, CIPM, CDPSE, AIGP) **What we look for** We're interested in people that will be able to right-size risk and recommend creative solutions to complex problems, as well as make significant contributions to complex Risk Management projects. **What working at EY offers** We offer a competitive compensation package where you'll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 18 days of paid time off with additional time based on your level and years of service plus 12 observed holidays, and a range of programs and benefits designed to support your physical, financial and social well-being. **About EY** As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. **If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.** **Join us in building a better working world. Apply now.** **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $71,700 to $130,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $86,000 to $147,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
$86k-147.9k yearly 60d+ ago
Senior Associate Adoption Consultant
Oracle 4.6
Senior associate job in Concord, NH
We're on a journey to advance how health happens with technologies that empower patients, support clinicians, inspire innovation, and save lives. Our mission? To create a human-centric healthcare experience powered by unified global data. It's a big challenge, but big challenges are what we do best. We're already transforming some of the world's largest health systems-helping them turn data into lifesaving decisions and better patient care. We want people just as dedicated as we are to improving health equity and delivering quality care across the globe. If you're excited about making healthcare more human, you've come to the right place. The Strategic Analytics and Adoption Team is looking to expand with a new Senior Associate Adoption Consultant. As an Senior Associate Adoption Consultant, you are responsible for providing end-user support to promote EHR efficiency and improve end-user experience with Oracle Health solutions. You will cultivate client relationships to achieve adoption objectives and influence and obtain stakeholder buy-in for behavior change planning, coordination, and delivery of a variety of external client conversion and adoption projects. You will work to analyze and interpret end-user experience data to achieve success. In addition, you will maintain a broad understanding of Oracle Health solutions by learning design best practices, core team deliverable services and evaluates the best way to engage with each client. You will need to possess excellent communication skills, decision-making skills, flexibility and comfort with ambiguity, the ability to work comfortably with technology, an understanding of the adoption process, and a willingness to learn and adapt in a fast-paced, client-facing environment. Our vision is to improve client outcomes through strategic consulting resulting in better caregiver and patient experience. We are excited for you to join our innovative team! Career Level - IC1 **Responsibilities** **Responsibilities:** Provide end-user support to promote best practices and improve end user experience with Oracle Health solutions Assess current state workflows and provide recommendations that align with Oracle Health best practices Analyze and interpret user experience data Cultivate client relationships to achieve adoption objectives Influence and obtain stakeholder buy-in for behavior change **Expectations:** Must be able to obtain and maintain a federal clearance (US Citizen) Perform other responsibilities as assigned Willing to travel up to 100% as needed Willing to work additional or irregular hours as needed and allowed by local regulations Work in accordance with corporate and organizational security policies and procedures, understand personal role in safeguarding corporate and client assets, and take appropriate action to prevent and report any compromises of security within scope of position **Basic Qualifications** At least 4 years total combined related work experience and completed higher education High School Diploma **Preferred Qualifications** Bachelor's degree or equivalent relevant work experience Disclaimer: **Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.** **Range and benefit information provided in this posting are specific to the stated locations only** US: Hiring Range in USD from $21.49 to $54.13 per hour; from: $44,700 to $112,600 per annum. May be eligible for bonus and equity. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. Oracle US offers a comprehensive benefits package which includes the following: 1. Medical, dental, and vision insurance, including expert medical opinion 2. Short term disability and long term disability 3. Life insurance and AD&D 4. Supplemental life insurance (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation. 9. 11 paid holidays 10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours. 11. Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet insurance The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted. Career Level - IC1 **About Us** As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity. We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all. Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs. We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_************* or by calling *************** in the United States. Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
$44.7k-112.6k yearly 30d ago
Senior Associate, Compliance (Form 5500 Filings)
Fidelity Brokerage Services 4.2
Senior associate job in Merrimack, NH
The Senior Associate on the 5500-QDRO Team is responsible for working with clients to complete government Form 5500 filings for DB, DC, and Health & Welfare plans for a book of business containing clients with small to large plans. The Senior Associate works on plans of varying complexity and is responsible for keeping current with ERISA, DOL, and IRS regulations. Other responsibilities include managing client relationships with service providers - such as auditors, trustees, record keepers, and insurance agents; acting as a technical resource for clients, colleagues, and various internal business partners; peer-reviewing the work of Associates on the team; and serving as a mentor for others. The Senior Associate may also provide support for our QDRO (Qualified Domestic Relations Order) processing activities. The Expertise and Skills You Have Specific experience with Form 5500 and related filings required Experience with Form 5500 filing software (FT William, Relius, EFast, etc.) 7+ years working with DB, DC, or Health & Welfare plans Bachelor's Degree or equivalent work experience Outstanding client consulting skills Excellent coaching skills A deep understanding of form 5500 and related filing work. You are technically inclined with application experience and proficiency (e.g.- Excel, Word, PowerPoint, database tools, ad-hoc query development, etc.). Strong project management skills, the ability to balance/prioritize multiple projects, and an understanding of risk and time management. Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality. Impressive oral and written communication skills. Focus on quality, details, and meeting client expectations. Strong customer service approach. Organized, self-motivated, and focused on meeting deadlines Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver Act as a subject matter expert for questions regarding 5500 services to our internal business partners and colleagues. Keep current with ERISA, DOL, and IRS regulations regarding 5500 reporting. Work with Fidelity colleagues, clients, and third parties to onboard new clients. Accurately, efficiently, and timely prepare Form 5500 filings and provide related consulting for DB, DC, H&W and Puerto Rico benefit plans. Work with minimal direction and effectively prioritize workload based upon urgency, product/client importance, client/business partner expectations, and team goals. Develop strong relationships with clients - including their service providers (auditors, recordkeepers, and insurance agents), and internal business partners - including Managing Directors, Operations Delivery Leaders, Consultants, COE colleagues, and Account Managers. Peer-review the work of junior colleagues on the team and provide mentorship. Work on special projects. Expand overall knowledge of the Workplace Consulting Group. Review/Qualify Domestic Relations Orders and prepare communications for involved parties. The Team This role will reside within Workplace Consulting's Center of Excellence (COE) organization. You will be responsible for a caseload of Form 5500 filings and QDRO work. Quality, attention to detail, and strict adherence to deadlines will be reflected in the work you deliver. You will support the COE's interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Consulting
$80k-153k yearly Auto-Apply 32d ago
Sr. Associate, Client Advisor
Gelfand, Rennert & Feldman 4.1
Senior associate job in Portsmouth, NH
SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families. The Senior Associate plays a critical role in supporting client relationship management , investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate, tax, cash flow, philanthropy and investments. This individual will be actively involved in client servicing, financial analysis, presentation development, and coordination of complex investment and estate planning strategies. The ideal candidate is intellectually curious, analytically strong, and capable of managing multiple priorities in a fast-paced, collaborative environment. The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance analysis and family office services, with a long-term pathway to becoming a lead advisor. This role is based in Boston, MA or Portsmouth, NH. Primary Responsibilities Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients. Collaborate with internal and external specialists (e.g., investments, tax, estate, insurance) to identify, coordinate and implement client strategies that are aligned with the client's goals. Conduct financial analyses and prepare customized reporting packages, including cash flow projections, estate summaries and flow charts, gift ledgers and strategies, insurance reviews nd tax analysis. Assist with the development of client presentation materials and participate in client meetings when appropriate. Facilitate new client onboarding, including coordination of account openings, asset transfers, and custodian integrations. Execute client-directed transactions, including liquidity planning, gifting strategies, and large cash movements, while ensuring accuracy and adherence to compliance procedures. Maintain accurate and up-to-date client records, documentation, and reporting within CRM and portfolio systems. Support the preparation of proposals and investment materials for prospects and existing clients. Identify process improvement opportunities and contribute to firmwide initiatives that enhance client service, reporting, and operational efficiency. Qualifications Bachelor's degree required; concentration in Finance, Accounting, Economics, or a related field strongly preferred. CFP or Masters in Financial Planning strongly preferred 4-5+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients. Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families. Prior experience working with custodians such as Fidelity, Schwab, or Pershing. Familiarity with investment platforms and financial planning software (e.g., Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling). Excellent organizational and communication skills; ability to present complex information clearly and professionally. Detail-oriented and solutions-driven, with a high standard of client service and discretion. Ability to thrive in a collaborative, high-performing team environment and take initiative with minimal supervision. About SCS Financial SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach. The annualized base pay range for this role is expected to be between $90,000-115,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-SF1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
$90k-115k yearly Auto-Apply 46d ago
Senior Associate, Regulatory Change Management
Coinbase 4.2
Senior associate job in Concord, NH
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 Coinbase Regulatory Change Management (RCM) function is responsible for the development, execution and oversight of the enterprise-wide legal and regulatory obligations library (Legal and Regulatory Obligations Inventory) and regulatory change monitoring and management processes. *What you'll be doing (ie. job duties):* * The Senior Associate of Regulatory Change Management (RCM) will support the management, execution and continued improvement of the RCM function. Responsibilities will include the following: * Legal & Regulatory Obligations Inventory * Support the maintenance and expansion of the Legal & Regulatory Obligations Inventory * Reporting * Enhance and strengthen quarterly metrics and reporting * Prepare and distribute quarterly metrics / reporting * Regulatory Change Monitoring and Management * Support Legal Teams' horizon scanning efforts * Support Legal Teams' analysis of applicability and impact of regulatory changes * Support tracking of implementation of process/control changes and post-implementation reviews * Provide advice and support on change management plans and execution as needed * Program Administration * Perform QA of data on Regology and Archer platforms * Refine approach and execute QA / validation of alert feed sources / keywords * Assist with review of new content providers and horizon scanning workflow tools (as needed) * Support incident management for quarterly risk reporting * Support stakeholder questions / management * Support oversight of workflows to ensure that they are functioning properly * Support policies and procedures drafting and maintenance * Manage internal team documents and records * Other project work * Risk/Control and Data Mapping * Support LRO, risk and control mapping, including support with implementation of a vendor * Support data mapping for Risk Assessments / RCSAs / Policies and Procedures *What we look for in you (ie. job requirements):* * Track record of building programs / processes from the ground up; in particular experience building and executing regulatory change monitoring and change management programs / processes * Experience building out a legal / regulatory obligations library or exposure to the process * Working knowledge of laws, regulations, risk management practices for financial services * Track record of delivering work to a high quality standard * Hands-on involvement in developing and producing metrics and reporting * Strong written/verbal communication, critical thinking and problem-solving skills * Highly-motivated, analytical, organized, innovative and adaptive * Good presentation skills, multi-tasking capability, team-oriented, and a self-starter * Proven ability to work collaboratively with global partners in other functional units * Flexibility to work extended hours to meet deadlines, when necessary * Ability to work with limited direction from management * Expertise in PowerPoint/Google Slides and Excel/Google Sheets * Juris Doctor *Nice to haves:* * Experience with and/or keen interest in cryptocurrency * Experience working at a law firm and as in-house counsel * Experience with or previous exposure to financial services regulators * Experience with project / vendor management * Experience with technology projects, including the development of business requirement documents (BRDs) and exposure to AI tooling Job# P74258 \#LI-Remote *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: $117,385-$138,100 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
$117.4k-138.1k yearly 43d ago
Sr. Associate, Client Advisor
SCS Financial 3.9
Senior associate job in Portsmouth, NH
SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families. The Senior Associate plays a critical role in supporting client relationship management , investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate, tax, cash flow, philanthropy and investments. This individual will be actively involved in client servicing, financial analysis, presentation development, and coordination of complex investment and estate planning strategies. The ideal candidate is intellectually curious, analytically strong, and capable of managing multiple priorities in a fast-paced, collaborative environment. The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance analysis and family office services, with a long-term pathway to becoming a lead advisor. This role is based in Boston, MA or Portsmouth, NH. Primary Responsibilities Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients. Collaborate with internal and external specialists (e.g., investments, tax, estate, insurance) to identify, coordinate and implement client strategies that are aligned with the client's goals. Conduct financial analyses and prepare customized reporting packages, including cash flow projections, estate summaries and flow charts, gift ledgers and strategies, insurance reviews and tax analysis. Assist with the development of client presentation materials and participate in client meetings when appropriate. Facilitate new client onboarding, including coordination of account openings, asset transfers, and custodian integrations. Execute client-directed transactions, including liquidity planning, gifting strategies, and large cash movements, while ensuring accuracy and adherence to compliance procedures. Maintain accurate and up-to-date client records, documentation, and reporting within CRM and portfolio systems. Support the preparation of proposals and investment materials for prospects and existing clients. Identify process improvement opportunities and contribute to firmwide initiatives that enhance client service, reporting, and operational efficiency. Qualifications Bachelor's degree required; concentration in Finance, Accounting, Economics, or a related field strongly preferred. CFP or Masters in Financial Planning strongly preferred 4-5+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients. Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families. Prior experience working with custodians such as Fidelity, Schwab, or Pershing. Familiarity with investment platforms and financial planning software (e.g., Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling). Excellent organizational and communication skills; ability to present complex information clearly and professionally. Detail-oriented and solutions-driven, with a high standard of client service and discretion. Ability to thrive in a collaborative, high-performing team environment and take initiative with minimal supervision. The annualized base pay range for this role is expected to be between $90,000-115,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-SF1 SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach. For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
$90k-115k yearly Auto-Apply 46d ago
Senior Associate, Product Management: Velocity Black Agent Tools
Capital One 4.7
Senior associate job in Concord, NH
Product Management at Capital One is a booming, vibrant craft that requires reimagining the status quo, finding value creation opportunities, and driving innovative and sustainable customer experiences through technology. We're excited to share that Capital One US has now acquired Velocity Black, a digital concierge company. Take a look at the announcement here (********************************************************************** . Velocity Black by Capital One harnesses the power of artificial intelligence, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. It's concierge, reimagined for the digital age. By harnessing 24/7 chat, AI, and mobile payments, we help our customers do more and be more in the digital age. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts. Make a custom request through the app and you will be chatting to our team within 1 minute, 24/7/365. We are looking for someone passionate about hospitality and the customer experience to work on our Velocity Black Concierge product. You will have the opportunity to work on our internal agent-facing products that enable us to provide excellent service to customers, and be asked to coordinate between stakeholders, engineering, and leadership to build a world class product **Capital One Product Framework** In this role, you'll be expected to demonstrate proficiency in five key areas which we consider to be the foundation for successful Product management: + Human Centered - Obsesses about internal and external customer needs to reimagine and innovate product solutions + Business Focused - Delivers game-changing outcomes by focusing on leverage and execution excellence + Technology Driven - Leverages technology to deliver innovative and resilient solutions that enable both near term and long term value + Integrated Problem Solving - Identifies and resolves complex problems to deliver outcomes while mitigating product risks + Transformational Leadership - Leads cross functional teams to solve customer problems and drive organizational alignment **As a Velocity Black Concierge product manager, you will:** + Collaborate with internal stakeholders to grow and enhance Velocity Black's luxury concierge offering. You will work closely with operations, sales, engineering, and leadership to create a premium experience that exceeds customer expectations. + Dream up and deliver new luxury concierge features and experiences in partnership with business partners. You will be responsible for optimizing in-market products though rapid testing and obsessing over the customer experience. + Think strategically to prioritize the roadmap in a way that balances multiple priorities including building a product that customers love, meeting the interests of internal partners, and driving value for our growing luxury concierge business. + Shape the product development roadmap for new launches and features. + Work alongside a passionate and collaborative team to create innovative new concierge experiences. **We want you if you are:** + Intellectually Curious. You ask why, you explore, you're not afraid to blurt out your crazy idea or follow an email chain for weeks to find someone with an answer. Comfortable with ambiguity, a hunger to learn and a seeker of new challenges. + Communicator & Influencer. You can communicate complex ideas clearly regardless of your audience. Our team knows their priorities and why they're doing what they're doing. You always can rally associates to work with you. + Do-er. You're biased toward action, you try things and sometimes you fail. You can get around roadblocks and stay focused on your goals. You're well organized, able to multitask and able to prioritize your work. + Passionate & Customer Focused. You care about growing others and bringing them together around what's possible. You get a thrill from the journey of building and shipping products, and you have a desire and ability to connect with our external or internal customers to fully understand their needs. + Learner. You have an appetite to learn new things or new technologies all while exhibiting humbleness when the time comes to ask for help. + Team Player. You enjoy working with diverse people and driving the team toward a common goal. You have the ability to put the team before yourself and establish long-lasting relationships. **Basic Qualifications:** + Bachelor's degree or military experience + At least 1 year of experience working in Product Management **Preferred Qualifications:** + Currently has, or is in the process of obtaining one of the following with an expectation that the required degree will be obtained on or before the scheduled start date: + A Bachelor's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical Engineering, Information Systems or a related quantitative field) + A Master's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical Engineering, Information Systems or a related quantitative field) or an MBA with a quantitative concentration + Experience translating business strategy and analysis into consumer facing digital products Capital One is open to hiring a Remote Employee for this opportunity. _At this time, Capital One will not sponsor a new applicant for employment authorization for this position._ The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $99,100 - $113,100 for Sr. Associate, Product Management McLean, VA: $109,000 - $124,400 for Sr. Associate, Product Management Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$109k-124.4k yearly 27d ago
Senior Associate, Compliance (Form 5500 Filings)
Fidelity Investments 4.6
Senior associate job in Merrimack, NH
The Senior Associate on the 5500-QDRO Team is responsible for working with clients to complete government Form 5500 filings for DB, DC, and Health & Welfare plans for a book of business containing clients with small to large plans. The Senior Associate works on plans of varying complexity and is responsible for keeping current with ERISA, DOL, and IRS regulations. Other responsibilities include managing client relationships with service providers - such as auditors, trustees, record keepers, and insurance agents; acting as a technical resource for clients, colleagues, and various internal business partners; peer-reviewing the work of Associates on the team; and serving as a mentor for others. The Senior Associate may also provide support for our QDRO (Qualified Domestic Relations Order) processing activities. The Expertise and Skills You Have * Specific experience with Form 5500 and related filings required * Experience with Form 5500 filing software (FT William, Relius, EFast, etc.) * 7+ years working with DB, DC, or Health & Welfare plans * Bachelor's Degree or equivalent work experience * Outstanding client consulting skills * Excellent coaching skills * A deep understanding of form 5500 and related filing work. * You are technically inclined with application experience and proficiency (e.g.- Excel, Word, PowerPoint, database tools, ad-hoc query development, etc.). * Strong project management skills, the ability to balance/prioritize multiple projects, and an understanding of risk and time management. * Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality. * Impressive oral and written communication skills. * Focus on quality, details, and meeting client expectations. * Strong customer service approach. * Organized, self-motivated, and focused on meeting deadlines Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver * Act as a subject matter expert for questions regarding 5500 services to our internal business partners and colleagues. Keep current with ERISA, DOL, and IRS regulations regarding 5500 reporting. * Work with Fidelity colleagues, clients, and third parties to onboard new clients. * Accurately, efficiently, and timely prepare Form 5500 filings and provide related consulting for DB, DC, H&W and Puerto Rico benefit plans. * Work with minimal direction and effectively prioritize workload based upon urgency, product/client importance, client/business partner expectations, and team goals. * Develop strong relationships with clients - including their service providers (auditors, recordkeepers, and insurance agents), and internal business partners - including Managing Directors, Operations Delivery Leaders, Consultants, COE colleagues, and Account Managers. * Peer-review the work of junior colleagues on the team and provide mentorship. * Work on special projects. * Expand overall knowledge of the Workplace Consulting Group. * Review/Qualify Domestic Relations Orders and prepare communications for involved parties. The Team This role will reside within Workplace Consulting's Center of Excellence (COE) organization. You will be responsible for a caseload of Form 5500 filings and QDRO work. Quality, attention to detail, and strict adherence to deadlines will be reflected in the work you deliver. You will support the COE's interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Consulting
$80k-153k yearly 31d ago
Audit Senior or Audit Manager - Financial Services
Healthcare Senior Data Management Analyst/Programmer In Phoenix, Arizona
Senior associate job in Manchester, NH
BerryDunn is seeking an Audit Manager or an Audit Senior to join our Financial Services Practice Group and to help lead our engagement service team. You will join a core team tasked with conducting audits, reviews and consulting services for our clients in the financial services industry. You will report to the Senior Audit Managers and Principals. This position is planned to be remote or based in one of our offices in Portland, ME; Manchester, NH; Waltham, MA, or Bangor, ME. You Will Manage, direct and monitor multiple client engagements, schedule and coordinate workflow and staffing for financial audit projects and engagements. Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively. Consult, work with, and service client base to make recommendations on business improvement and process improvement and serve as a business advisor to client. Team with principals and senior managers on proposals and business development activities. Understand and manage firm risk on audits and proposals. Manage, develop, train, and mentor staff on projects and assess performance for engagement and performance meetings. Actively participate in recruiting talent to the firm. Attend professional development, networking events and training seminars on a regular basis. You Have Ideally 4-10 years of progressive public accounting experience Financial services industry experience required Highly evolved analytical and problem-solving ability Proven supervisory and training success Excellent analytical, technical, and auditing skills, rules and standards The ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment Excellent verbal and written communication skills Excellent interpersonal, relationship building and organizational skills Compensation Details The base salary range targeted for this role is $80,000 - $130,000. This salary range represents BerryDunn's good faith and reasonable estimate of the range of possible compensation at the time of posting. If an applicant possesses experience, education, or other qualifications more than the minimum requirements for this posting, that applicant is encouraged to apply, and a final salary range may then be based on those additional qualifications; compensation decisions are dependent on the facts and circumstances of each case. The salary of the finalist selected for this role will be based on a variety of factors, including but not limited to, years of experience, depth of experience, seniority, merit, education, training, amount of travel, and other relevant business considerations. BerryDunn Benefits & Culture Our people are what make BerryDunn special, and in return we strive to support our employees and help them thrive. Eligible employees have access to benefits that go beyond what's expected to support their physical, mental, career, social, and financial well-being. Visit our website for a complete list of benefits and a look into our culture: Experience BerryDunn. We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process or perform essential job functions. Please contact ********************* to request an accommodation. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace. About BerryDunn BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm's tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm. BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. Led by CEO Sarah Belliveau, the firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at berrydunn.com. BD_ATA Don't See A Match For You At This Time? We invite you to join our Talent Connection and let's stay in touch
$80k-130k yearly Auto-Apply 48d ago
Compliance Audit Manager
Cardinal Health 4.4
Senior associate job in Concord, NH
**What Ethics & Compliance contributes to Cardinal Health** Ethics & Compliance promotes a culture that encourages ethical conduct and a commitment to compliance. This function implements strategies and processes to ensure adherence to policies, educates and trains employees across the organization, and conducts investigations to resolve ethics and compliance issues. **Compliance Audit Manager** Reporting to the Compliance Director, this position supervises and manages compliance audits to determine organizational integrity of billing for professional (physician) services and/or hospital (technical) services. This position will also support the Director with transactional audit diligence and integration planning, as well as the development and completion of the annual enterprise risk assessment and audit and monitoring plan. The Manager has supervisory responsibility for all Compliance Audit staff. **Responsibilities** + Plans professional compliance department audits to determine accuracy and adequacy of documentation and coding related to physician or hospital (inpatient and outpatient) billing and/or medical necessity reviews. + Prepares written reports of audit findings and recommendations; presents to appropriate stakeholders; evaluates the adequacy of management corrective action to improve deficiencies; maintains audit records. + Conducts risk assessments to define audit priorities based on previous audit findings, management priorities, coding utilization patterns, national normative data, CMS and CCI initiatives, OIG work plans and advisories as well as healthcare industry best-practices. + Develops and implements compliance training and education to ensure compliance with federal and state regulations and laws, CMS and other third-party payer billing rules and internal documentation, coding and billing policies and procedures. + Provides feedback and training for physicians and staff regarding coding insufficiencies. + Serves as institutional subject matter expert and authoritative resource regarding federal, state and payer documentation, billing and coding rules and regulations, maintaining awareness of governmental regulations, protocols and third-party requirements. + Serves as liaison with 3rd party auditors conducting audits as well as manages in-house auditing staff. + Supports the overall workplan of the Compliance Department. **Qualifications** + Bachelor's degree in Health Information Management, Business or related field preferred. + 6+ years of experience in physician and/or hospital coding and auditing, medical necessity reviews, or related work; cancer and urology service line experience preferred; ASTRO and ACR-guideline knowledge a plus. + AAPC, AHIMA or HCCA Coding certification and or Auditing/Compliance certification (CPC, CCS, CCS-P, COC, CPMA, CHC) preferred. + Ensures compliance with regulations and controls by examining and analyzing records, reports, operating practices, and documentation; recommends opportunities to strengthen the internal control structure. + Understands institutional risks and shows appropriate judgment, using a risk-based approach in planning and executing audit plans. + Expert-level knowledge and application of Medicare/Medicaid documentation and coding rules and guidelines; ICD/CPT/HCPCS/DRG/APC documentation coding rules; medical terminology; E/M rules; healthcare compliance audit methodology, principles and techniques; ability to interpret medical record progress notes, handwritten and electronic chart entries, provider orders and other related documentation during audit reviews. + Ability to communicate complex and potentially sensitive issues to all levels of management, physicians, and others; strong presentation and communication skills (MS Word, Excel, PowerPoint, and Outlook). **What is expected of you and others at this level** + Manages department operations and supervises professional employees, front line supervisors and/or business support staff + Applies advanced knowledge and understanding of concepts, principles, and technical capabilities to manage a wide variety of projects + Participates in the development of policies and procedures to achieve specific goals + Recommends new practices, processes, metrics, or models for a successful auditing program + Possesses strong attention to detail + Ability to effectively prioritize and execute tasks in a fast-paced, dynamic environment + Independently determines method for completion of new projects + Receives guidance on overall project objectives + Excellent time management, personal integrity and ability to maintain confidentiality. **Anticipated salary range:** $105,100 - $140,100 **Bonus eligible:** Yes **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/07/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$105.1k-140.1k yearly 37d ago
Tax Senior - Transaction Advisory
Baker Newman Noyes LLC 3.9
Senior associate job in Manchester, NH
Job Description About Us Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN's culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service. About the Position If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. A Transaction Advisory Services Tax Senior will be responsible for buy-side and sell-side tax transaction advisory engagements for middle market companies in a variety of industries and private equity investors. This work will include analyzing terms sheets and related legal documents; reviewing financial models and analysis to assist in conducting tax advisory and structuring services; conducting buy side and sell side tax due diligence; and other tax related transaction services engagements Competencies and Position Requirements Dedicated to high-caliber client service Effective project management, analytical, interpersonal, and oral and written communication skills Thrives in a dynamic and collaborative work environment Knowledge of tax compliance and planning at both the federal and state level Provides creative solutions to complex client problems Demonstrates the ability to take a “hands on approach” to ensure project deliverables are completed timely and accurately Demonstrates the ability to work on multiple engagements to a successful and efficient completion Highly responsive to the client's needs and requests Manages the client's expectations and the day-to-day client relationship Meets time deadlines in a highly variable and dynamic work environment while also meeting or exceeding quality requirements Education and Experience Three or more years of experience in taxation with a public accounting firm Masters or other form of 150 college credit hours with requisite accounting related courses (Bachelor's degrees may be considered in some situations) CPA certificate or advanced professional degree preferred Work Environment Ability to work a flexible schedule based on business needs Hybrid work option Supportive and collaborative culture BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including: 20 days paid time off, 5 sick days, 11 paid holidays 6-week paid parental leave Health, Dental, Pet, Vision, Disability and Life Insurances 401(k) Plan with company match Profit Sharing Plan Business-casual office environment The expected salary range for candidates in the Massachusetts market is $83,821- $125,786 annually, depending on experience and qualifications. Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.
$83.8k-125.8k yearly 1d ago
Regional Development Associate - Kearsarge Region
Boys & Girls Clubs of Central and Northern Nh 3.7
Senior associate job in New London, NH
The Boys Girls Clubs of Central and Northern New Hampshire is a dynamic organization that currently supports 200 staff working in 30 Early Childhood and Out of School Time programs with a large geographic footprint.The Regional Development Associate serves as a member of the Development Team and will assist in increasing revenue to support the organization's mission and strategic plan in their assigned geographic regions. The Regional Development Associate reports directly to the Director of Individual and Planned Giving and collaborates with the Development Team to meet their metrics within the assigned geographic region. OBJECTIVES OF THIS ROLE Learns and operates the assigned stages of the sustainable fundraising model that the Boys Girls Clubs of Central and Northern New Hampshire has followed.Emphasis on but not limited to: Researching, identifying, and contacting donor prospects. Creates and enhances relationships with donor prospects. Maintains relationships with existing donors through regular contact and the provision of annual reports. Ensures clear and concise data entry in the donor management system. Participating in seminars and workshops to expand knowledge of the field. Attending networking events within the assigned geographic region. Attending organizational events within the assigned geographic region and beyond as needed. Duties Leadership Provides effective communication with the development team. Works towards creating sustainable funding for the organization in individual giving to support the strategic plan. To include, but not limited to, collaborating with the manager on Discovery Hours (DH) Provides handwritten correspondence, digital communications, personal phone calls, and face-to-face interactions with community members and potential donor prospects. Maintains effective and professional working relationships with all Club staff. Maintaining Donor Relations Engages in conversations with local staff and community members to build local stories that revolve around our core beliefs (Positive Environments, Provide Fun and a Sense of Belonging, Supportive Relationships, Opportunities and Expectations, and Recognition). Builds local committees for ongoing communication about potential guests for DH's. Holds at least two DH's per month within the assigned geographical area.With a follow-up of 100% of guests in attendance via phone call or in-person meeting. Creates a plan for each donor that is driven by that donor's passions and interests. Assists in recruiting Table Captains for the Champions for Kids Breakfasts in the community. Secures commitments of participation or donation from individuals or corporate donors. Solicits cash or in-kind donations or sponsorships from individuals, and businesses for fundraising events. Qualifies, cultivates, solicits, and stewards individual gifts through personalized contacts including phone calls, correspondence, and personal visits with assigned donors. Creates, executes, and participates in donor events as assigned to promote organizational goals, or solicit donations or sponsorships when needed. Administration Maintains donor database, coordinating efforts with other development staff. Maintains strong and accurate records of activities, as directed by team protocol using the database. Adheres to professionalism in fundraising best practices. Provides reports, or prepares presentations, to communicate individual planned giving program data to the Director of Individual Planned Giving. Handles other individual giving responsibilities as needed. Relationships Internal:Maintains contact with the Development Team, Club staff, and Club members External: Maintains contact with potential and current donors, external community groups, and others as required. Requirements A bachelor's degree from an accredited college or university is preferred. Experience in fund development/administrative management in a nonprofit agency is preferred. Strong communication skills, both verbal and written. Strong project management, administrative, and organizational skills. Strong attention to detail. Must be proficient with Microsoft Office programs. Ability to set clear team goals, manage multiple tasks, and develop solutions to problems with limited supervision. Ability to establish and maintain effective working relationships with Club staff, board members, volunteers, community groups, and other related agencies. Knowledge of accessing and managing donor databases. Salesforce experience preferred. Availability to travel as needed to events, fundraisers, and similar networking events which may include early mornings, nights, weekends, and extended workdays. Additional Requirements: All of the candidates who are offered a job with the Boys Girls Clubs of Central and Northern New Hampshire will have to submit for an FBI fingerprint background check and submit to a background check through the State of NH Criminal Records Dept. and FirstAdvantage. Note: The State of NH Childcare Licensing Bureau may prohibit you from being employed by the Boys Girls Clubs of Central and Northern New Hampshire should there be a disqualifying finding on your criminal record. In addition, even if the State of NH reviews your records and allows you to work at the Club, we still reserve the right to determine your employment status. This organization has a zero-tolerance policy for abuse and will not tolerate mistreatment or abuse in its programs. Any mistreatment or abuse by an employee will result in disciplinary action, up to and including termination of employment and cooperation with law enforcement. Nice To Haves To learn more about our organization please visit **************** Benefits We offer an extensive benefits package. Benefits include: Health Insurance Mileage Reimbursement Dental Insurance Vision Insurance Disability Insurance Life Insurance Retirement (403B) Contribution Paid Time Off Professional Development Assistance/Tuition Reimbursement Child Care Program The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, nor to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job. This job description is subject to change at the discretion of the Executive Director, Board, or organizational needs. About Us The Boys Girls Clubs of Central and Northern New Hampshire provides early learning, out-of-school time programs, summer day camps, and basketball leagues to 1200 youth weekly throughout the central and northern New Hampshire. Our mission is to inspire and enable all young people, especially those who most need us, to reach their full potential as productive, caring, and responsible citizens. We offer a safe place to belong, caring adult mentors and programs covering everything from academics and leadership development to physical fitness and healthy habits.
$78k-124k yearly est. 4d ago
Senior Consultant, Internal Communications, Finance
Liberty Mutual 4.5
Senior associate job in Portsmouth, NH
This position offers a hybrid work structure out of either our Boston MA or Portsmouth NH offices, 2 days in office, 3 days from home. The Senior Consultant partners with senior management to develop communications strategies and plans that support the strategic objectives of the business and Global Finance function, including executive communications. The person in this role will manage initiatives that are large and/or complex in scope, ensuring that financial communications align with our brand, enterprise goals and culture to provide the best possible employee experience and positively influence business outcomes. The Senior Consultant will provide strategic consultation and guidance to the Global Finance function, providing communications expertise and managing complex situations with autonomy. They will also partner with members of Global Brand & Communications to deliver high-quality and connected campaigns enabling and empowering employees across Liberty Mutual. Responsibilities While thinking broadly, partners closely with various levels of management to identify business/communication objectives and translate into audience-centric strategic communications plans. Ensures effective delivery of key messages to global employee audiences, including targeted finance audiences, and alignment with brand, enterprise goals and culture. Proactively identifies and develops opportunities to syndicate content across all audiences and channels, both internally and externally. Has oversight for large and/or complex communications plans, campaigns or projects, such as a workforce transition impacting multiple teams and highly visible writing assignments and events. Performs project management duties, identifying resources to complete high-quality work, and interfacing with own team as well as working with other partners to ensure flawless execution. Ensures projects are completed within desired budget and schedule and are of the highest quality. Evaluates communication plan effectiveness using appropriate success metrics. Adjusts plans based on employee and management feedback. Recommends internal communications solutions to open-ended business challenges. Influences outcomes with autonomy. Builds and maintains relationships with business stakeholders. Coaches and provides feedback to junior team members. Maintains coordinated calendar of client communications activity and reconciles with the rest of the enterprise-wide communications. Qualifications Bachelor's degree (preferably in in Communications, English or Journalism) or equivalent experience. Advanced degree preferred. Minimum of 7-8 years of relevant and progressively more responsible communications experience, to include internal communications work. Displays business acumen, strong consultative skills and integrated thinking. Excellent written and verbal communication skills. Strong analytical, organizational and advanced project planning skills with a proven track record of execution. Strong knowledge of various communications vehicles to include both current and emerging technologies. Experience with finance communications, including working with finance-focused partners or clients and demonstrated ability to translate complex financial content and financial results into accessible, user-friendly, actionable communications. Practical knowledge of change management principles, with proven experience leveraging communications tactics to shift mindsets and behaviors. Writing sample that showcases your professional writing skills, including for financial communications, will be required at some point in the process. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.
$92k-113k yearly est. Auto-Apply 5d ago
Development Associate
University System of New Hampshire Portal 4.3
Senior associate job in Durham, NH
The Development Associate (DA) reports to the Managing Director of Development and helps augment and strengthen fundraising efforts focused on identifying, cultivating, soliciting, and stewarding constituents (alumni, parents/families, students, faculty, staff, and friends) capable of financially supporting the university's mission and strategic plans. The DA partners with their assigned team to grow the university's base of support and increase philanthropic revenue. In addition to managing their own prospective donor portfolio, the DA supports each assigned team member through the moves management cycle to effectively manage their portfolios and maximize outcomes. Other Minimum Qualifications Associates degree and three years of related experience or high school graduation and five years of experience or equivalent combination of higher education and experience totaling five years 1-3 years of professional experience in a Development/fundraising office Orientation as a team player and demonstrated strength at partnering with peers, management, and leadership to move projects forward A metrics-driven, entrepreneurial mindset that informs strategy and work Exceptionally strong verbal and written communication skills, organizational and analytical skills, and project management skills Experience with volunteer management and the ability to maintain a high level of diplomacy Ability to work independently as well as part of a team; comfortable with managing up and across Ability to work evenings, weekends and at events as needed such as reunion, commencement, graduation, awards ceremonies, etc Proficiency in fundraising technology platforms such as Blackbaud, EverTrue, GiveCampus, Salesforce, etc and Microsoft Office Additional Preferred Qualifications Experience in a higher education environment Familiarity with higher ed fundraising campaigns Portfolio management High level of data literacy and comfortability with technology
$39k-50k yearly est. 60d+ ago
Senior Sanctions Associate
Coinbase 4.2
Senior associate job in Concord, NH
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. This role is for a Senior Sanctions Associate within Enterprise Compliance. The Coinbase Sanctions Advisory team is responsible for identifying and managing sanctions risks across Coinbase. This role will involve detecting, controlling, and mitigating sanctions risks across Coinbase globally. *What you'll be doing (ie. job duties):* * Serve as an enterprise-wide advisor for sanctions related risks to the company, educating the business and helping various first line divisions to design effective sanctions controls and/or remediate any potential control weaknesses * Stay abreast of relevant regulatory changes or new regulatory requirements relevant to sanctions compliance to ensure timely implementation. * Engage in cross-functional collaboration on emerging sanctions regulations. * Serve as an escalation point for complex sanctions issues. * Other duties and responsibilities as required or assigned. *What we look for in you (ie. job requirements):* * 5+ years of experience advising on US, EU, and/or UK sanctions laws and regulations. * Proficient in the crypto economy and proven experience in at least one blockchain analytics platform. * Experience in analyzing sanctions implications for complex business issues and transactions. * A well-organized self-starter who is able to constantly learn and work autonomously. * Interest in supporting the development of innovative products/services in cryptocurrency industry * Excellent writing, research, analytical, and communication skills *Nice to haves:* * Experience working at a cryptocurrency exchange or other crypto project/company. * Proven experience in multiple blockchain analytics platforms. * Proficient in Spanish. Job #: P72953 \#LI-Remote *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: $117,385-$138,100 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
$117.4k-138.1k yearly 60d+ ago
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior
EY 4.7
Senior associate job in Concord, NH
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **The opportunity:** Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team, serving premier families and their enterprises across the U.S. and globally. We provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the most influential clients. As we continue to expand, we are looking for a Senior to join our team and work on key engagements, and further deepen client relationships. **Position Overview:** As a Senior in our Wealth Tax Advisory practice, you will play a critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and their family offices. You will collaborate closely with managers, partners and engagement teams to lead complex wealth planning projects. This role requires an understanding of wealth tax advisory, estate and trust tax, family limited partnerships, and knowledge of flow-through business structures. You will be responsible for working on multiple projects simultaneously. **Key Responsibilities:** + Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, including complex estate, trust and gift tax returns to high-net-worth clients and family offices. + Researching tax issues to develop effective tax planning strategies + Communicating complex tax issues to non-tax professionals and clients + Reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel + Identifying and reacting to risks and opportunities to improve our services and processes **To qualify for the role you must have, including deep experience in one or more technical tax areas** ** ** + A bachelor's degree in a related field, supported by tax, business or financial planning experience + Eligibility for CPA certification or membership in The Bar + Minimum of 3 years of work experience in professional services or professional tax organization + A thorough understanding of estate and wealth planning + Experience with federal and state personal and trust taxation + Experience with flow through entities (S-Corps, Partnerships, LLC's) + A thorough understanding of automated tax processing systems + A commitment to continuing your learning + Willingness to travel as needed, and working in a balanced hybrid environment **Ideally, you'll also have** ** ** + A proven record in a professional services environment **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $82,000 to $135,200. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,500 to $153,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
$98.5k-153.6k yearly 19d ago
Senior Consultant, Internal Communications, Finance
Liberty Mutual 4.5
Senior associate job in Portsmouth, NH
This position offers a hybrid work structure out of either our Boston MA or Portsmouth NH offices, 2 days in office, 3 days from home. The Senior Consultant partners with senior management to develop communications strategies and plans that support the strategic objectives of the business and Global Finance function, including executive communications. The person in this role will manage initiatives that are large and/or complex in scope, ensuring that financial communications align with our brand, enterprise goals and culture to provide the best possible employee experience and positively influence business outcomes. The Senior Consultant will provide strategic consultation and guidance to the Global Finance function, providing communications expertise and managing complex situations with autonomy. They will also partner with members of Global Brand & Communications to deliver high-quality and connected campaigns enabling and empowering employees across Liberty Mutual. Responsibilities * While thinking broadly, partners closely with various levels of management to identify business/communication objectives and translate into audience-centric strategic communications plans. * Ensures effective delivery of key messages to global employee audiences, including targeted finance audiences, and alignment with brand, enterprise goals and culture. * Proactively identifies and develops opportunities to syndicate content across all audiences and channels, both internally and externally. * Has oversight for large and/or complex communications plans, campaigns or projects, such as a workforce transition impacting multiple teams and highly visible writing assignments and events. * Performs project management duties, identifying resources to complete high-quality work, and interfacing with own team as well as working with other partners to ensure flawless execution. * Ensures projects are completed within desired budget and schedule and are of the highest quality. * Evaluates communication plan effectiveness using appropriate success metrics. Adjusts plans based on employee and management feedback. * Recommends internal communications solutions to open-ended business challenges. Influences outcomes with autonomy. * Builds and maintains relationships with business stakeholders. * Coaches and provides feedback to junior team members. * Maintains coordinated calendar of client communications activity and reconciles with the rest of the enterprise-wide communications. Qualifications * Bachelor's degree (preferably in in Communications, English or Journalism) or equivalent experience. Advanced degree preferred. * Minimum of 7-8 years of relevant and progressively more responsible communications experience, to include internal communications work. * Displays business acumen, strong consultative skills and integrated thinking. * Excellent written and verbal communication skills. * Strong analytical, organizational and advanced project planning skills with a proven track record of execution. * Strong knowledge of various communications vehicles to include both current and emerging technologies. * Experience with finance communications, including working with finance-focused partners or clients and demonstrated ability to translate complex financial content and financial results into accessible, user-friendly, actionable communications. * Practical knowledge of change management principles, with proven experience leveraging communications tactics to shift mindsets and behaviors. * Writing sample that showcases your professional writing skills, including for financial communications, will be required at some point in the process. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated * Philadelphia * San Francisco
$92k-113k yearly est. Auto-Apply 11d ago
Tax Senior - Transaction Advisory
Baker Newman Noyes LLC 3.9
Senior associate job in Portsmouth, NH
Job Description About Us Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN's culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service. About the Position If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. A Transaction Advisory Services Tax Senior will be responsible for buy-side and sell-side tax transaction advisory engagements for middle market companies in a variety of industries and private equity investors. This work will include analyzing terms sheets and related legal documents; reviewing financial models and analysis to assist in conducting tax advisory and structuring services; conducting buy side and sell side tax due diligence; and other tax related transaction services engagements Competencies and Position Requirements Dedicated to high-caliber client service Effective project management, analytical, interpersonal, and oral and written communication skills Thrives in a dynamic and collaborative work environment Knowledge of tax compliance and planning at both the federal and state level Provides creative solutions to complex client problems Demonstrates the ability to take a “hands on approach” to ensure project deliverables are completed timely and accurately Demonstrates the ability to work on multiple engagements to a successful and efficient completion Highly responsive to the client's needs and requests Manages the client's expectations and the day-to-day client relationship Meets time deadlines in a highly variable and dynamic work environment while also meeting or exceeding quality requirements Education and Experience Three or more years of experience in taxation with a public accounting firm Masters or other form of 150 college credit hours with requisite accounting related courses (Bachelor's degrees may be considered in some situations) CPA certificate or advanced professional degree preferred Work Environment Ability to work a flexible schedule based on business needs Hybrid work option Supportive and collaborative culture BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including: 20 days paid time off, 5 sick days, 11 paid holidays 6-week paid parental leave Health, Dental, Pet, Vision, Disability and Life Insurances 401(k) Plan with company match Profit Sharing Plan Business-casual office environment The expected salary range for candidates in the Massachusetts market is $83,821- $125,786 annually, depending on experience and qualifications. Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.
$83.8k-125.8k yearly 1d ago
Regional Development Associate - Lakes Region
Boys & Girls Clubs of Central and Northern Nh 3.7
Senior associate job in Laconia, NH
The Boys Girls Clubs of Central and Northern New Hampshire is a dynamic organization that currently supports 200 staff working in 30 Early Childhood and Out of School Time programs with a large geographic footprint.The Regional Development Associate serves as a member of the Development Team and will assist in increasing revenue to support the organization's mission and strategic plan in their assigned geographic regions. The Regional Development Associate reports directly to the Director of Individual and Planned Giving and collaborates with the Development Team to meet their metrics within the assigned geographic region. OBJECTIVES OF THIS ROLE Learns and operates the assigned stages of the sustainable fundraising model that the Boys Girls Clubs of Central and Northern New Hampshire has followed.Emphasis on but not limited to: Researching, identifying, and contacting donor prospects. Creates and enhances relationships with donor prospects. Maintains relationships with existing donors through regular contact and the provision of annual reports. Ensures clear and concise data entry in the donor management system. Participating in seminars and workshops to expand knowledge of the field. Attending networking events within the assigned geographic region. Attending organizational events within the assigned geographic region and beyond as needed. Duties Leadership Provides effective communication with the development team. Works towards creating sustainable funding for the organization in individual giving to support the strategic plan. To include, but not limited to, collaborating with the manager on Discovery Hours (DH) Provides handwritten correspondence, digital communications, personal phone calls, and face-to-face interactions with community members and potential donor prospects. Maintains effective and professional working relationships with all Club staff. Maintaining Donor Relations Engages in conversations with local staff and community members to build local stories that revolve around our core beliefs (Positive Environments, Provide Fun and a Sense of Belonging, Supportive Relationships, Opportunities and Expectations, and Recognition). Builds local committees for ongoing communication about potential guests for DH's. Holds at least two DH's per month within the assigned geographical area.With a follow-up of 100% of guests in attendance via phone call or in-person meeting. Creates a plan for each donor that is driven by that donor's passions and interests. Assists in recruiting Table Captains for the Champions for Kids Breakfasts in the community. Secures commitments of participation or donation from individuals or corporate donors. Solicits cash or in-kind donations or sponsorships from individuals, and businesses for fundraising events. Qualifies, cultivates, solicits, and stewards individual gifts through personalized contacts including phone calls, correspondence, and personal visits with assigned donors. Creates, executes, and participates in donor events as assigned to promote organizational goals, or solicit donations or sponsorships when needed. Administration Maintains donor database, coordinating efforts with other development staff. Maintains strong and accurate records of activities, as directed by team protocol using the database. Adheres to professionalism in fundraising best practices. Provides reports, or prepares presentations, to communicate individual planned giving program data to the Director of Individual Planned Giving. Handles other individual giving responsibilities as needed. Relationships Internal:Maintains contact with the Development Team, Club staff, and Club members External: Maintains contact with potential and current donors, external community groups, and others as required. Requirements A bachelor's degree from an accredited college or university is preferred. Experience in fund development/administrative management in a nonprofit agency is preferred. Strong communication skills, both verbal and written. Strong project management, administrative, and organizational skills. Strong attention to detail. Must be proficient with Microsoft Office programs. Ability to set clear team goals, manage multiple tasks, and develop solutions to problems with limited supervision. Ability to establish and maintain effective working relationships with Club staff, board members, volunteers, community groups, and other related agencies. Knowledge of accessing and managing donor databases. Salesforce experience preferred. Availability to travel as needed to events, fundraisers, and similar networking events which may include early mornings, nights, weekends, and extended workdays. Additional Requirements: All of the candidates who are offered a job with the Boys Girls Clubs of Central and Northern New Hampshire will have to submit for an FBI fingerprint background check and submit to a background check through the State of NH Criminal Records Dept. and FirstAdvantage. Note: The State of NH Childcare Licensing Bureau may prohibit you from being employed by the Boys Girls Clubs of Central and Northern New Hampshire should there be a disqualifying finding on your criminal record. In addition, even if the State of NH reviews your records and allows you to work at the Club, we still reserve the right to determine your employment status. This organization has a zero-tolerance policy for abuse and will not tolerate mistreatment or abuse in its programs. Any mistreatment or abuse by an employee will result in disciplinary action, up to and including termination of employment and cooperation with law enforcement. Nice To Haves To learn more about our organization please visit **************** Benefits We offer an extensive benefits package. Benefits include: Health Insurance Mileage Reimbursement Dental Insurance Vision Insurance Disability Insurance Life Insurance Retirement (403B) Contribution Paid Time Off Professional Development Assistance/Tuition Reimbursement Child Care Program The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, nor to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job. This job description is subject to change at the discretion of the Executive Director, Board, or organizational needs. About Us The Boys Girls Clubs of Central and Northern New Hampshire provides early learning, out-of-school time programs, summer day camps, and basketball leagues to 1200 youth weekly throughout the central and northern New Hampshire. Our mission is to inspire and enable all young people, especially those who most need us, to reach their full potential as productive, caring, and responsible citizens. We offer a safe place to belong, caring adult mentors and programs covering everything from academics and leadership development to physical fitness and healthy habits.
$78k-124k yearly est. 4d ago
Development Associate
University System of New Hampshire Portal 4.3
Senior associate job in Durham, NH
The Development Associate (DA) is a member of the Development Operations team, reporting to the Senior Managing Director of Development Operations. The DA helps strengthen our fundraising efforts by supporting and partnering with their assigned gift officers who work to identify, cultivate, solicit and steward constituents (alumni, parents/families, students, faculty/staff, and friends) capable of financially supporting the university‘s mission and strategic plans and ultimately increasing philanthropic review and base of supporters. The DA does this by driving the moves management cycle for their assigned gift officers, capturing critical activity data into Advancement's CRM , and assisting with various tasks and special projects as necessary, all of which ensures the gift officers are managing their portfolios most effectively and efficiently and maximizing their fundraising outcomes as a result. Other Minimum Qualifications Associates degree and three years of related experience or high school graduation and five years of related experience or equivalent combination of higher education and experience totaling five years 1-3 years of professional experience in a Development/fundraising office Orientation as a team player and demonstrated strength at partnering with peers, management, and leadership to move projects forward A metrics-driven, entrepreneurial mindset that informs strategy and work Exceptionally strong verbal and written communication skills, organizational and analytical skills, and project management skills Ability to work independently as well as part of a team; comfortable with managing up and across Ability to work evenings, weekends and at events as needed such as reunion, commencement, graduation, awards ceremonies, etc. Proficiency in Microsoft Office suite of applications. Additional Preferred Qualifications Experience in a higher education environment Familiarity with higher ed fundraising campaigns High level of data literacy High level of comfortability with technology, ideally fundraising technology platforms such as Blackbaud, EverTrue, GiveCampus, Salesforce, etc. Additional Job Information The Development Associate will join the University of New Hampshire Foundation at a critical time during an ambitious fundraising campaign in anticipation of a public launch in 2025. The incumbent embraces goal-oriented outcomes and is an entrepreneurial and creative thinker, is able to effectively manage up and across all of Advancement and is passionate about the fundraising potential of the university. They possess outstanding interpersonal competencies, the ability to effectively manage projects, and are highly motivated, organized and detail oriented.
$39k-50k yearly est. 60d+ ago