Senior Associate
Senior associate job in Floral Park, NY
Details of the Role
WFFA accountants are specialized generalists, contributing to all aspects of the services provided by the firm, but developing niche specializations based on the clients with whom they work most closely. Senior Associates are expected to engage in tax, accounting, audit and advisory services, adapting their skillset to the requirements of their clients and leaning on the firm's infrastructure and experienced personnel for training and guidance.
Senior Associates work closely with partners and managers, engaging clients on a monthly, quarterly, annually or ad-hoc basis, and are regularly tackling a broad range of tasks in a variety of areas in any given week. Working at WFFA provides the unique opportunity for a Senior Associate to have a profound effect on their clients from day one.
Senior Associates are expected to:
Have full responsibility for small-business clients, including preparing write-ups, closings and tax returns
Have a working, up-to-date knowledge of federal and state tax law
Review clients' books on a monthly/quarterly basis
Work with clients' controller/CFO to maintain the clients' accounting systems and processes
Prepare business, fiduciary and individual tax returns
Participate in the audit planning and engagement process
Consistently demonstrate individual initiative and creative thinking
Work as a team member, understanding personal and team roles
Identify and address client needs and build and maintain relationships with clients
Culture & Perks
WFFA is a relationship-based firm, placing a strong emphasis on client services and relationship-building. Employees at all levels are expected to be problem solvers, creative thinkers and engaging advisors to their clients.
As a small firm, WFFA has created a workplace with a small-business feel. A strong non-corporate culture creates a friendly air of flexibility, allowing associates to buck the typical chain of command. Senior Associates regularly work in one-on-one situations with partners and managers both in the office and in the field, and are constantly encouraged to take on additional responsibilities and to grow both within the firm and along with the steady growth of the firm itself.
Unlike some larger firms, WFFA does not treat its employees like expendable drones who can be burnt out and replaced, and Senior Associates can expect a busy-season that is significantly milder than that of a typical Big-4 employee. Employees are a long-term investment, and it is the firm's goal to create and nurture an environment where associates can lay out and follow a clear career path as their experience and knowledge-base continues to grow.
Senior Associate - Health and Benefits
Senior associate job in Stamford, CT
As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions.
**The Role:**
Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include:
+ Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day to day contact for clients
+ Proactively advising clients and providing superior client service
+ Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies
+ Engaging specialist resources and subject matter experts in health management, absence and disability management, pharmacy, data analytics and compliance
+ Supporting the generation of new business by participating in prospecting opportunities as part of a broader team
+ Building relationships internally and collaborating effectively on cross-functional teams
+ Mentoring junior colleagues
**Qualifications**
**The Requirements:**
+ 6+ years' experience in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor
+ Desire and ability to expand relationships with current clients
+ Polished and well developed oral and written communication skills
+ Self-starter attitude and ability to work independently and as part of a team
+ Flexibility and proven ability to identify and resolve issues
+ Strong analytical, creative and integrative skills
+ Excellent Microsoft Office skills, particularly in Excel and PowerPoint
+ State Life and Health license required within 90 days of joining
+ CEBS designation, or health and welfare actuarial or underwriting training desired
+ This role will be on a Hybrid Setup (Open for NY, NJ and CT)
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $100,000-$120,000 USD per year.
This role is also eligible for an annual short-term incentive bonus
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
**Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
**Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** .
**Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Senior Associate - Health and Benefits
Senior associate job in Stamford, CT
As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions.
The Role:
Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include:
* Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day to day contact for clients
* Proactively advising clients and providing superior client service
* Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies
* Engaging specialist resources and subject matter experts in health management, absence and disability management, pharmacy, data analytics and compliance
* Supporting the generation of new business by participating in prospecting opportunities as part of a broader team
* Building relationships internally and collaborating effectively on cross-functional teams
* Mentoring junior colleagues
Qualifications
The Requirements:
* 6+ years' experience in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor
* Desire and ability to expand relationships with current clients
* Polished and well developed oral and written communication skills
* Self-starter attitude and ability to work independently and as part of a team
* Flexibility and proven ability to identify and resolve issues
* Strong analytical, creative and integrative skills
* Excellent Microsoft Office skills, particularly in Excel and PowerPoint
* State Life and Health license required within 90 days of joining
* CEBS designation, or health and welfare actuarial or underwriting training desired
* This role will be on a Hybrid Setup (Open for NY, NJ and CT)
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
Compensation
The base salary compensation range being offered for this role is $100,000-$120,000 USD per year.
This role is also eligible for an annual short-term incentive bonus
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off.
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
EOE, including disability/vets
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Sr HSSE Environmental Associate
Senior associate job in White Plains, NY
**RWE Clean Energy, LLC** **To start as soon as possible, full time, permanent** **Functional area:** Health, Safety & Environment **Remuneration:** Exempt The **Senior HSSE Environmental Associate** will report to the Senior Director, HSSE Environmental, and ensure that RWE Clean Energy (RWECE) maintains compliance with applicable environmental laws, regulations, and requirements. The Senior HSSE Environmental Associate will support the development of the Company's environmental initiatives across the full lifecycle of RWECE from development through decommissioning.
**Role Responsibilities:**
+ Support the development and implementation of RWECE's Environmental Management System (EMS) in accordance with industry standards (e.g., ISO 14001) and best practices
+ Create program documents, train employees and managers, and respond to questions regarding implementation of developed programs
+ Provide technical expertise in any of several areas of environmental practice as needed, including Environmental Impact Statements (EIS), Environmental Assessments (EA) (i.e., NEPA, state-level environmental review regulations, etc.), as well as native plants and habitats, including biological assessments and evaluations
+ Provide technical expertise in threatened and/or endangered species issues and take permits (i.e., BGEPA, ESA, MBTA, etc.); water and stormwater management for construction and operations (i.e., CWA, SWPPPs, etc.); chemical management, including spill prevention and control (i.e., EPCRA, SPCC, etc.); and waste management (i.e., RCRA)
+ Respond to queries from both internal and external stakeholders
+ Provide support to the East region, including the following states: NY, PA, WV, VA, NC, TN, SC, NC, GA, TN, AL, MS, FL, and New England states
+ Interface with various departments and organizations throughout RWECE, including Development, Construction, and Operations, regarding environmental matters to specific team members on projects or as an adjunct team member providing oversight and guidance.
+ Attend meetings and provide written and oral responses to environmental matters on behalf of the department and in accordance with applicable regulatory framework and company policy
+ Participate in and facilitate and/or manage required meetings with state and federal resource agencies, both in-person and virtually, and execute tasks pertaining to compliance with regulatory matters
+ Participate in and report on industry focus groups involving environmental/wildlife issues
+ Attend both in-person and virtual meetings as well as multi-day events as required, and provide feedback to the organization on behalf of RWECE
+ Serve as a conduit for feeding information back to RWECE
**Job Requirements and Experiences:**
+ Bachelor of Science degree in Environmental Science, Ecology, Biology, Civil/Environmental Engineering, or related degree
+ Minimum 5 years' experience developing and implementing environmental programs, including environmental permitting, within the Energy industry, with a preferred focus in renewable energy
+ Experience in Construction and/or Operations, including field-based work
+ Experience engaging with environmental compliance matters associated with wildlife issues as directed by USFWS and state wildlife agencies
+ Experience engaging with environmental compliance matters associated with the following regulatory programs: EPCRA, SPCC, RCRA, CAA, etc.
+ Experience engaging with environmental compliance matters in the following states: NY, PA, WV, VA, NC, TN, SC, NC, GA, TN, AL, MS, FL, and New England states
+ Experience building relationships and partnerships with internal and external customers/stakeholders
+ Strong interpersonal skills, with the ability to manage customer relationships
+ Demonstrated desire to learn about the Company and the renewables space
+ Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams
+ Strong leadership and communication, and the ability to meet deadlines
+ Strong organization skills and ability to coordinate multiple tasks and deliverables
+ Ability to multitask, while working independently and as part of a team
+ Motivated self-starter, goal-oriented, and strong problem-solving abilities
+ Proven ability to empathize, build relationships, and effectively communicate with people from a diverse set of backgrounds
+ Responds well to direction, is easy to challenge and develop, and is coachable
+ Is detail-oriented, has strong business acumen, and a sound understanding of business concepts
**Work Environment:**
This position is an office-based role with some travel and visits to other RWECE offices and field locations. The employee must be able to sit, walk, or stand for long durations of time.
**Pay range:** The annual base salary range for this position in Chicago, and New York is $100,000-$120,000. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer.
**Benefits offered:** Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. Eligible employees also participate in short-term incentives, in addition to salary.
**Apply with just a few clicks:** ad code **91282**
Any questions? **Contact rwece_********************
We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too.
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
RWE Clean Energy is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG).
Easy ApplyAudit Senior Associate
Senior associate job in Melville, NY
Job Description
Audit Senior Associate
Background:
3+ years of public accounting experience, with a focus on audit and assurance
Proficient in accounting and auditing standards with the ability to resolve complex issues
Experience supervising audit engagements; exposure to employee benefit plans and/or Single Audits is a plus
Solid working knowledge of accounting and auditing software
Strong communication, time management, and interpersonal skills
CPA preferred, or actively pursuing certification within a reasonable timeframe
Overview:
Plan, supervise, and execute audit and review engagements, including employee benefit plans and/or Single Audits
Review internal controls, financial statement classifications, and inventory valuation and counts
Investigate unrecorded revenues, contingent liabilities, and cutoff procedures
Prepare and review complex business and individual tax returns, including consolidated and liquidation filings
Draft financial reports, management letters, and required disclosures
Supervise and mentor associates, ensuring quality work and professional development
Monitor engagement budgets and timelines, keeping leadership informed of progress and variances
Maintain strong client relationships and assist in tax planning strategy discussions
Stay up to date on professional standards and regulatory changes
Conduct research on accounting and tax issues using available tools
Maintain confidentiality and adhere to firm policies and professional ethics
Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.
Senior Associate - Operations & Execution
Senior associate job in Greenwich, CT
📍Greenwich, CT | Onsite
At DBi, we apply deep market expertise, data-driven insights, and disciplined execution to deliver systematic strategies for publicly available vehicles. Our team values precision, accountability, and innovation - and we're looking for people who thrive where markets, data, and technology intersect.
We're seeking a Senior Associate - Operations & Execution to help scale our operations and strengthen the infrastructure that supports our investment strategies. This is an opportunity to contribute directly to the performance and growth of a dynamic, collaborative asset management platform.
What You'll Do
Support weekly portfolio rebalancing and trade booking across listed futures and short-term cash management products.
Lead post-trade reconciliations, PNL verification, and settlement resolution, ensuring transparency and timely follow-up.
Monitor portfolio compliance with regulatory requirements and investment guidelines, coordinating closely with internal teams.
Extract and analyze performance data to support portfolio attribution, investor reporting, and marketing materials.
Work with third-party vendors on data reporting, data verification and automation improvements.
Drive process improvements across trading, regulatory, and operational systems.
Collaborate on new product launches and operational initiatives.
Ensure timely delivery of all periodic reporting requirements.
What You Bring
Three to five years experience in financial services.
Minimum Bachelor's degree in Engineering, Computer Science, Finance, or related field.
Strong understanding of financial markets, mathematics, and trading operations.
Familiarity with TRS, T-bills, supranationals, and other short-term cash management instruments.
Experience with portfolio performance accounting.
Technical proficiency in Excel/VBA; knowledge of Python and SQL Server is a plus.
Exceptional attention to detail, analytical rigor, and follow-through.
Collaborative, adaptable, and able to manage multiple priorities in a fast-paced environment.
Who You Are
You're curious, precise, and entrepreneurial - someone who takes ownership, solves problems before they escalate, and consistently drives improvement. You thrive in a culture that values excellence, teamwork, and execution.
Senior Associate, Quant & Data Science
Senior associate job in Stamford, CT
The Company:
NorthMark Strategies is a leading investment firm, combining capital, innovation, and engineering to drive long-term value. From operating complex businesses to backing breakthrough technologies, our mission is to build enduring businesses. Our team combines intelligent risk-taking, operational excellence, exceptional talent, and world-class computing capacity to create shareholder value.
Our company offers a dynamic environment where individuals have the freedom to lead companies toward bold achievements by embracing innovation, leveraging technology, and fostering differentiated business strategies. Our values are Integrity, Ability, and Energy, and the company aims to hire individuals who possess those qualities.
At NorthMark Strategies, we believe the future isn't something to hope for, it's something to build. We don't just invest, we create. Bringing together strategic insight and technical horsepower to deliver outcomes that endure.
Position Overview
We are seeking a highly analytical and detail-oriented Senior Associate, Quant & Data Science to join our portfolio analytics group. Data is at the heart of our business, and we see the ability to embed data-driven insight into the fabric of daily management as a core driver of competitive advantage for the firm. As a quantitative / data science focused Senior Associate, you will be at the forefront of facilitating data-driven decision making across the business.
Key Responsibilities:
Develop and automate valuation and return calculations for a global multi-asset class portfolio
Support the development of performance attribution frameworks to identify drivers of performance within and across various asset class portfolios
Develop, enhance, and maintain quantitative models and risk management tools to measure and manage market, portfolio, and liquidity risks across both liquid and illiquid asset classes
Provide technical competence in translating Excel-based models into programmatic solutions
Be a motivated self-starter eager to understand performance analysis in disparate asset classes and develop programmatic solutions that drive toward a coordinated view of performance across our global enterprise
Requirements:
Practical experience in a finance-oriented qualitative setting in a fast-paced, dynamic environment
Ability to dissect ambiguous problems and determine the appropriate analytical techniques to apply
High proficiency in data extraction, data cleansing, and quantitative analysis
Experience with Quantitative & Data Science for creating models
Strong academic credentials with a degree in a quantitative field
Experience with Python is required and other languages are a plus
Experience with Pandas, NumPY, SciPy, SciKit, Matplotlib, etc.
Experience in financial / investment analysis is required
It is impossible to list every requirement for, or responsibility of, any position. Similarly, we cannot identify all the skills a position may require since job responsibilities and the Company's needs may change over time. Therefore, the above job description is not comprehensive or exhaustive. The Company reserves the right to adjust, add to or eliminate any aspect of the above description. The Company also retains the right to require all employees to undertake additional or different job responsibilities when necessary to meet business needs.
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Benefits & Perks:
Hybrid-Work Schedule: We provide a hybrid working schedule with 3 days a week in the office
Company-Paid Lunch Stipend: Lunch is provided via GrubHub
Company-Paid Benefits: 100% Employer-Paid Medical in our High Deductible Health Plan, Dental and Vision benefits for employees and their families, 16 weeks of Paid Parental Leave, Employee Assistance Program, Life insurance, Short-Term Disability and Long-Term Disability
401(k): Company will match 100% of your contributions up to 6%
Optional Employee-Paid Benefits: Medical insurance in our PPO plan and a variety of other benefits such as Health Savings Accounts (with Company Contribution!), Flexible Spending Accounts, Supplemental Life Insurance, Wellhub and more.
Time Off: 25 days of Paid Time Off plus 12 company holidays
EQUAL OPPORTUNITY EMPLOYER
NORTHMARK STRATEGIES LLC IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE COMPANY'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.
Auto-ApplyValuation Senior Associate - Investment Firm
Senior associate job in Stamford, CT
Our client is looking for a Valuation - Senior Associate to join their investment management team-a high-performing group at the intersection of traditional financial analysis and cutting-edge simulation techniques.
This is a rare opportunity for someone with a niche blend of financial modeling expertise and coding proficiency, who is ready to bring added horsepower to their valuation platform. As the team evolves to incorporate advanced simulation methods-such as Monte Carlo simulations, stochastic modeling, and Black-Scholes analysis-we need a candidate who's not only grounded in classic techniques like DCF, public company comparables, and precedent transactions, but who can also elevate our client's capabilities with quantitative precision and technical execution.\
Key Responsibilities:
Support monthly and quarterly investor reporting, contributing both qualitative insights and quantitative analysis on asset performance.
Build and refine valuation models using a mix of traditional and advanced quantitative techniques including Monte Carlo simulations and Black-Scholes modeling.
Enhance the team's analytical firepower by applying simulation-based forecasting and scenario analysis to assess business performance and value.
Calculate performance return metrics and conduct benchmarking analysis for private capital portfolios.
Interface with internal teams (investments, finance, accounting, tax, and treasury) and portfolio companies to gather data and provide analytical insights.
Collaborate on initiatives to streamline and enhance valuation processes, integrating Python or other code-based tools for scale and accuracy.
Requirements:
At least 4-7 years of experience combining rigorous financial modeling and Python/code development.
Solid foundation in traditional valuation techniques, with the ability to apply and interpret advanced modeling methods (e.g. stochastic modeling, option pricing, simulations).
Experience with alternative asset return calculations and investor reporting is a strong plus.
Progress toward or completion of the CFA is highly regarded.
Passion for solving complex problems and delivering clear insights from data.
Senior Audit Associate - Government
Senior associate job in Harrison, NY
About PKF O'Connor Davies
PKF O'Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.
Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.
At PKF O'Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work-life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.
If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O'Connor Davies is the place for you!
Office Location: Any PKFOD office location / Hybrid
The Senior Audit Associate will be primarily responsible for leading and performing a variety of Public Sector audit engagements and will oversee audit staff at the client's premises, run the engagement in the field and perform audit procedures to the appropriate extent. These duties may include (but are not limited to):
Essential Duties:
Oversee the efforts of multiple client engagements in the public sector division and demonstrate the ability to run engagements within allotted time budgets.
Apply technical skills, take the initiative to identify best practices and improvements, and consider applicability of best practices for other clients.
Research complex accounting topics and form a conclusion utilizing the Firm's research tools.
Maintain active communication with clients to manage expectations and ensure satisfaction.
Identify and communicate to management suggestions to improve client internal controls and accounting procedures.
Understand internal control deficiencies, work on training entry level staff on internal control processes and develop comments for management letters.
Understand risk assessment process and apply knowledge in completing all related forms.
Prepare financial report (statements, notes and any supplemental information) and all other client deliverables.
Adhere to the highest degree of professional standards and strict client confidentiality.
Apply industry trends to analytics, formulate expectations and determine reasonableness.
Demonstrate the ability to provide team with directions, play a key role in execution of audit engagement from planning to wrap-up, and develop audit program steps to identify risks to ensure that the assignment quality standards are achieved.
Express ideas clearly and concisely both orally and in written form and write detailed document findings.
Manage engagement staff to meet deliverable deadlines; identify roadblocks, and understand critical milestones to meet client service expectations.
Provide quality on the job training and constructive feedback to Interns and Staff.
Actively participate in learning and development opportunities, formal learning (CPE) and training programs.
Attend professional development, networking events and training seminars on a regular basis.
Qualifications:
Bachelor's degree in Accounting from an accredited college/university required.
MS degree in Accounting a plus.
3+ years of progressive audit experience in public accounting required.
CPA certification preferred or demonstrated progress towards obtaining CPA certification, including required 150-credit coursework.
Public Sector (i.e. schools, municipalities, counties, etc) experience required.
Applied knowledge of Generally Accepted Auditing Principles (GAAP) for governments, Generally Accepted Auditing Standards (GAAS), and Generally Accepted Government Auditing Standards (GAGAS).
General knowledge of the requirements of the Uniform Grant Guidance for federal compliance audits.
Proficiency in use of Excel, Word and PFX Engagement audit software.
Excellent analytical, technical and auditing skills.
Excellent interpersonal and communication skills and strong work ethic.
Ability to research complex accounting and auditing issues.
Ability to work additional hours as needed to meet client deliverables.
Must have access to a car and be willing to travel locally to clients when required.
Compensation & Benefits:
The compensation for this position ranges from $80,000-90,000. Actual compensation will be dependent upon the specific role, office location as well as the individual's qualifications, experience, skills, and certifications.
At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:
Medical, Dental, and Vision plans
Basic Life, AD&D, and Voluntary Life Insurance
401(k) plan and Profit-Sharing program
Flexible Spending & Health Saving accounts
Employee Assistance, Wellness, and Work-life programs
Commuter & Parking benefits programs
Inclusive Parental Leave Benefits
Generous Paid Time Off (PTO)
Paid Firm Holidays
Community & Volunteering programs
Recognition & Rewards programs
Training & Certification programs
Discretionary Performance Bonus
*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.
We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
To all staffing agencies: PKF O'Connor Davies, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.
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Senior Associate Multifamily Leasing Specialist
Senior associate job in Brentwood, NY
Make your next move an expert one.
At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.
Why Colliers?
Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.
In this role, you will…
• Lease-up multifamily properties for clients-ranging from entire buildings (50-100 units) to individual units within smaller properties.
• Manage leasing assignments for market-rate and affordable housing, including Section 8 experience.
• Develop and execute leasing strategies for new and existing assets, ensuring optimal occupancy and rental income.
• Build and maintain relationships with property owners, management companies, and prospective tenants.
• Handle all aspects of the leasing process: marketing, tenant screening, negotiations, and contract execution.
• Identify and pursue new leasing opportunities to grow your own book of business.
• Collaborate with internal brokerage teams for cross-selling opportunities while maintaining autonomy in your leasing focus.
What you'll bring
• 3/+ years of commercial real estate sales experience (both via phone and in-person canvassing).
• Licensed Real Estate practitioner with the State of CA.
• Proven track record of leasing multifamily units in Los Angeles.
• Strong knowledge of market-rate and affordable housing programs, including Section 8.
• Deep understanding of market cycles and set a short and long-term strategy taking these into consideration.
• Highly motivated, entrepreneurial mindset with a desire to grow and lead with initiative.
• Excellent organizational, negotiation and strong communication skills.
• Well organized and excellent time management skills.
• Prior experience using CRM programs
Pay Range
Pursuant to local law, Colliers is disclosing the following information:
Approximate Compensation Range for this Role: 100% commission based (for producers)
Our compensation ranges are determined by role, level, and location. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position across all national locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.
Make your next move an expert one and
join us
as we lead the industry into the future.
Applicants must be currently authorized to work in the United States on a full-time basis. The employer will not sponsor applicants for work visas.
Applications will be accepted on an ongoing basis.
Direct applicants only please, no agencies.
Colliers respects diversity and is an equal opportunity employer. No employee or applicant for employment will be discriminated against on the basis of any actual or perceived membership in any protected category including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact accommodations@colliers.com for assistance.
Auto-ApplySenior Commercial Loan Relationship Associate
Senior associate job in Melville, NY
At OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making OceanFirst a great place to work and do business.
Great benefits include: Hybrid schedule after initial onboarding has been completed (4 days in office, 1 day remote), employee perks & discount programs, tuition assistance, incentive compensation program, professional development opportunities, and more! Apply today to #BecomeOceanFirst and make an impact in the local community!
ABOUT YOUR ROLE
Provide support to the Commercial Lending team's customer facing activities including the administration of various loan closing support tasks, portfolio account monitoring and reporting, and high-level customer service, including problem resolution and/or escalation. At the discretion of the Relationship Associate Team Lead, direct the job functions of the Commercial Loan Relationship Associates (RA).
WHAT YOU WILL DO
1. In concert with the Commercial Lender and Closing Administrator, administer the customer facing loan closing process for new, modified and renewal loan facilities, including the loan closing coordination and, ensuring all required documentation is received and processed. These responsibilities include the independent calculations for loan disbursement, escrow and wiring functions. The Senior RA will be assigned to support the RM with complex commercial loan transactions and to work with the Closing Department to clear requirements to close.
2. Provide customer service to all current and prospective commercial lending customers. Research and resolve or delegate customer inquiries and issues and/or escalate to the appropriate RM as necessary.
3. Monitor clients' accounts, conduct initial research and delegate and monitor the loan servicing departments resolution of operational and transactional issues and inquiries, including payment and billing, overdrawn and uncollected accounts, past dues, account transfers, payments, pay offs, wire transfers, and advances. Provide updates and feedback directly to customers.
4. Assist RMs or work independently to track and resolve post closing exception deliverables.
5. Coordinate the ordering and tracking of required environmental and appraisal reports; ensure communication to Closing staff and update the electronic loan files as needed.
6. Assist the Team Leader with the tracking and reporting of the team's loan and deposit production.
7. Manage and/or provide assistance with the management of customer portfolios including collection of financial information, advances on lines of credit, coordination of loan payoffs and paydowns and other information to be collected for loan renewal and modification.
8. Manage the customers' needs with respect to treasury management, wires and other transactions at the direction of the Team Lead and/or RMs.
9. At the direction of the Team Leader, may coordinate schedules of the RAs.
10. Assist the Team Leader with training of new RAs.
11. At the direction of the Team Leader, act as a liaison between Commercial and other internal departments supporting the commercial lending customers.
12. May be asked to participate in special projects requiring the input of an RA under the direction of the Team Lead or Regional President.
13. Assist with updating of the Relationship Associate process and procedures as needed.
Average salary range - $57,000 - 90,000 annually
WHAT WE EXPECT OF YOU
* Sound understanding of the Bank's commercial lending process.
* Working knowledge of loan closing process, from interim sheet through to closing.
* Understanding of general lending compliance specifically as related to commercial lending.
* Understanding of general lending compliance specifically as related to commercial lending.
* Strong customer service skills with the ability to independently research and resolve customer issues.
* Strong basic math skills.
* Proficiency in Microsoft Office, including Word, Excel, and PowerPoint; Outlook,
* Knowledge of banking core and sales tracking systems such as Premier and SalesForce a plus.
* Communicate clearly and accurately in verbal and written format. Interact in a pleasant, cooperative, and timely manner with internal and external personnel at all levels in order to maintain a positive company image.
* Demonstrated ability to organize time, resources, and set priorities to accomplish multiple duties and maintain efficient workflow.
* Ability to maintain and report on confidential information in an appropriate manner.
* Ability to perform administrative duties: process administrative details in order to solve office problems (e.g. scheduling conflicts, supply delays, information flow), and maintain effective office operation.
YOUR QUALIFICATIONS
* 5-7 years' experience in banking or financial services industry, with a minimum of 2 years' experience in commercial lending/ environment.
* High school diploma or equivalent is required.
INTERNAL AND EXTERNAL CONTACTS
* Frequent external contacts with customers, prospects and referral sources.
* Internal contacts include Commercial Credit, Loan Servicing, Closing Department and Retail Customer Service.
WORKING CONDITIONS/PHYSICAL REQUIREMENTS
Office environment. Ability to operate computer. Ability to communicate in order to exchange simple to complex information with individuals and groups. Ability to travel throughout Bank footprint.
Senior Associate, Advanced Analytics
Senior associate job in White Plains, NY
Senior Associate, Advanced Analytics (White Plains, New York) Salary: $169,541.00/year Duties: Assess and interpret data in line with business goals. Deliver value by using data to answer questions and communicate/report the results through impactful visualizations. Provide timely information to support senior leadership in decision-making through dashboards to a wide range of people in the organization. Provide direction to the data tech teams on implementing an enterprise-wide business intelligence tool. Serve as the bridge between data and business insights. Present large amounts of information in universally understandable or easily interpretable ways and spot patterns, trends, and correlations. Oversee visualization for data mining, presentation, and dashboard development. Conduct research into data issues and reports as required. Translate business requirements into technical specifications.
Requirements: Bachelor's degree in Computer Science, Information Technology, Electronic Engineering, or related field (willing to accept foreign education equivalent) plus seven (7) years of experience as a Software Developer, Technical Lead or related occupation designing, building, testing, and migrating end-to-end data analytics and/or business intelligence solutions using data visualization tools and integrations with cloud data warehouses and/or data lakes. Experience must include 5 years in all components of each of the following skills: Creating complex dashboards and key performance indicators (KPIs) using 2 or more of the following business intelligence (BI) tools: Tableau, Spotfire, Salesforce or Business Objects to create insights, trends, and alerts; Designing and developing data pipelines to extract, transform, and load data from data warehouses and/or data lakes into Toad for Oracle or similar SQL-based relational databases such as SQL Server, PostgreSQL, or Dremio; Gathering business requirements and translating them into technical specifications using JIRA and Confluence, and creating and collaborating on deployment plans and managing design specification documents using Git, Subversion (SVN), Asana, and Bitbucket; Analyzing multiple data sources using AWS Redshift, SQL Server, Dremio, Snowflake, and PostgreSQL to blend the data into creative dashboards; and performing data mining to identify data issues and conduct in-depth statistical analysis of qualitative and quantitative data using Analysis Services, and transforming and modifying data using ETL/ELT and Power BI, SSRS and Crystal Reports and Business Objects.
Eligible for Employee Referral Program. To apply, visit ****************************** search job title.
Pay Transparency
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 92710
Junior Partner/Senior Associate
Senior associate job in Garden City, NY
Gerber Ciano Kelly Brady is seeking a motivated and detail-oriented Insurance Coverage Associate Attorney to join our team. The ideal candidate should have a minimum of 5 years of experience in insurance coverage or related insurance work.
This position requires a high level of motivation, flexibility, initiative, and the ability to manage a caseload from start to finish. The ideal candidate demonstrates sound judgment, professional communication skills, and a collaborative demeanor. While the attorney will primarily work from the New York office, they may support matters across the firm's regional footprint. This is an excellent opportunity for attorneys seeking career growth in a supportive and collaborative environment with highly responsive partners, associates, and legal staff.
Responsibilities include:
Analyzing insurance and reinsurance policies and drafting detailed coverage opinions.
Reviewing complex insurance contracts and assessing associated legal issues.
Communicating with clients to provide clear and strategic coverage recommendations.
Drafting pleadings, motions, and discovery documents.
Managing litigation caseloads, including depositions, court appearances, and motion practice, both independently and under supervision.
Performing in-depth legal research and responding to regulatory inquiries.
Maintaining strong client relationships by adhering to client guidelines and delivering exceptional service.
Accurately recording and maintaining billable hours while meeting all deadlines.
Required Skills/Qualifications:
Admission to practice in the State of New York is required; admission in New Jersey, Connecticut, or Pennsylvania is a plus.
Federal Court experience is a plus.
At least 5 years of experience in insurance coverage or related fields (e.g., reinsurance, regulatory).
Exceptional writing, research, and analytical skills with a commitment to delivering precise, high-quality work.
Experience with written discovery, motion practice, depositions, and trial preparation.
Insurance defense experience is a plus.
Risk Management - Risk Modeling - Senior Associate
Senior associate job in New Hyde Park, NY
JobID: 210624977 JobSchedule: Full time JobShift: Base Pay/Salary: New Hyde Park,NY $95,000.00-$164,000.00 Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Risk Management - Risk Modeling - Senior Associate in the Consumer & Business Banking (CBB) Risk Management group, you will be responsible for helping the larger Auto Loss Forecasting team by driving process and Governance excellence in designing high quality automated solutions to help analyze different risk metrics for each forecasting cycle and make certain bank wide governance is followed. The role is an exciting opportunity to work on high impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem solving; be self-motivated, confident and ready to work in a fast-paced, energetic environment.
Job Responsibilities
* Lead production of the credit reserve loss forecast for Chase's Auto Finance portfolio
* Analyze underlying reasons and quantification of emerging risk inclusive of macro-economic trends and industry risk
* Work with Finance, Collections, and Risk strategy to understand changes in the portfolio or strategies and apply overlays as needed
* Work with Risk modeling team to make sure model is working as desired and provide inputs for the improvement on a regular basis
* Create presentations for the senior management and present the forecast with a clear storyline and data support
* Enhance consistency and efficiency across existing processes and reporting to meet changing needs of the business
* Demonstrate self-motivation with the ability to work on multiple projects with limited guidance
* Mentor and coach junior analysts to help them develop their risk management skills and loss forecasting knowledge
* Partner closely with other strategy areas of Risk, Modeling, Marketing, Finance, Legal & Compliance to coordinate integration of risk appetite framework into credit reserve strategies
* Support launch of new products and channels by evaluating potential credit reserve scenarios given loss projections
* Support ongoing internal and external audits by maintaining strong controls and documentation
Required qualifications, capabilities, and skills
* 5+ years of relevant loss forecasting, statistical modeling, credit risk management or related analytical experience
* Bachelor's degree in a quantitative discipline (e.g. Finance, Mathematics, Statistics, Economics), or related field
* Strong analytical and problem-solving skills
* Strong communication skills to present to and collaborate with business partners and model end-users and interpersonal skills a must including the ability to explain and/or present analysis
* Ability to think outside the box to tackle emerging risk and help influence and shape decisions for senior executives
* Data mining skills, specifically: SAS, SQL, Python, Excel, Microsoft Office, and database software applications
* Flexible and able to handle multiple tasks and a changing environment
* Independent decision-making skills
* Demonstrated experience in applying analytics to solve business problems efficiently and pragmatically through structured problem-solving approaches
Preferred qualifications, capabilities, and skills
* Prior financial services experience in credit card, home lending or auto preferred
* Advanced degree considered
* Knowledge of consumer credit risk management; Auto business preferred
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
Auto-ApplyAssurance Manager - Industrial Goods
Senior associate job in Stamford, CT
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM is looking for a Manager to join our Industrial Products assurance team. You will have the opportunity to work as a team member on diverse client engagements as part of our national and local Industrial Products practice. Our clients include local, national and internationally recognized manufacturers, wholesalers and distributors with diverse organizational structures operating in a variety of sectors. RSM is the leader in the industrial products space, helping middle market companies through their business challenges.
Responsibilities:
* Provide timely, high quality client service that meets or exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables
* Assess risk along with design and communicate audit procedures to engagement teams
* Understand and utilize RSM's Audit Methodology
* Manage multiple engagement teams and prepare end-of-engagement evaluations for staff
* Understand skillsets and capabilities of Senior Associates and Supervisors and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process
* Supervise Audit Seniors and Supervisors on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment
* Maintain contact with clients throughout the year to understand impact of significant developments in client's business and assess impact on current year audit engagements
* Develop others within the Firm through facilitating levels based or industry training, advising on career development or participating in other Firm initiatives
* Subscribe to and actively read industry publications and share relevant information with clients as considered applicable
* Anticipate and address client concerns and escalate issues as they arise
* Understand RSM's lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm
* Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
* Manage profitability of projects
* Identify and communicate accounting and auditing matters to Senior Managers and Partners
* Identify performance improvement opportunities
* Ensure professional development through ongoing education
* Keep abreast of latest developments as they affect GAAP and the Firm's standards and policies
* Willingness to travel 25% of the year, depending on your clients
Required Qualifications:
* BS/BA Degree in Accounting or equivalent degree
* CPA or CA Certification
* 5+ years of current or recent experience in a public accounting environment
* Experience leading teams and mentoring associates
* Understanding of audit services with knowledge of GAAP, GAAS and FASB or IFRS regulations
* A proven record of building profitable, sustainable client relationships
* Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements
Preferred Qualifications:
* A successful record of directing and deploying staff and senior associates on multiple, simultaneous engagement
* Fluent in French(Francais), German(Deutsch), Japanese(日本語) or Mandarin(普通话) to include but not limited to speaking, writing and reading with a deep understanding of the culture and business practices within country of fluency
* Proven track record of managing relationships with large non US companies with significant operations in North America
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $89,800 - $170,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Easy ApplySenior Associate, Supporter Growth (P1)
Senior associate job in Fairfield, CT
Save the Children
For over 100 years, Save the Children has been fighting for the rights of children. The right to a healthy start in life. To have access to education. To be in a safe environment, protected from harm. We work in some of the world's hardest-to-reach places - over 100 countries, including the U.S. No matter what your role is, when you join Save the Children, you're creating positive, irreversible change for children, and the future we all share.
The Role
As the Senior Associate, Acquisition Marketing, you'll be integral to our work in helping vulnerable children achieve a brighter future. You will play a key role in supporting campaign execution and operational excellence across the team. This includes managing invoicing across all channels, supporting campaign timelines and deliverables, and assisting channel leads with specific tasks to help drive fundraising growth.
This is a highly collaborative role that offers exposure to a wide range of fundraising strategies and channels and is ideal for someone who thrives in a fast-paced, mission-driven environment.
Hybrid - Washington DC, Fairfield, CT or Lexington, KY office locations
What You'll Be Doing (Essential Duties)
*not inclusive of all role responsibilities. May be subject to change.
Campaign & Project Support (50%)
Support campaign execution across email/SMS, lead generation, paid media, DRTV, F2F, and web channels.
Assist channel leads with project coordination, asset tracking, and internal requests.
Maintain organized systems for campaign documentation, timelines, and deliverables.
Help facilitate cross-functional collaboration with creative, brand, legal, and operations teams.
Exercise independent judgment in prioritizing tasks, resolving operational challenges, and recommending process improvements that impact fundraising efficiency.
Channel Operations & Invoicing (40%)
Manage invoice coding and submission across all channels, ensuring accuracy and timeliness.
Maintain expense trackers and support budget vs. actual reconciliation.
Assist with vendor onboarding, documentation, and operational needs.
Coordinate with finance and procurement teams to ensure smooth processing and compliance.
Exercise independent judgment in prioritizing tasks, resolving operational challenges, and recommending process improvements that impact fundraising efficiency.
Ad-hoc projects and professional development (10%)
Assist team on ad-hoc projects and perform other duties as required.
Dedicate time to learning best practices and building industry knowledge for professional development and to further contribute to team's success.
Required qualifications for the role
Minimum of a High School Diploma or equivalent, plus at least 2 years of relevant experience
Professional proficiency in MS Office suite
Professional proficiency in spoken and written English
Compensation
Save the Children is offering the following salary ranges for this position, dependent on candidate location:
Geo 1 - NY Metro, DC, and other locations with labor costs significantly above national average: Target Salary for this position is $55,250 - $61,750 base salary
Geo 2 - Locations around the US National Labor Cost Average: Target Salary for this position is $50,150 - $56,050 base salary
Geo 3 - Locations significantly below the US National Labor Cost Average: Target Salary for this position is $45,050 - $50,350 base salary
The salary ranges listed above are for US based candidates. For candidates located outside of the US, salary ranges will be based on the salary scales of the local employer of record. Actual base salary may vary based on, but not limited to, relevant experience, base salary of internal peers, business sector, and geographic location (more information on job structure is available here).
About Us
We are looking to build an inclusive team at Save the Children. We offer a range of outstanding benefits to support this goal:
Flexible schedules and time off: Flexible schedules, generous PTO, 11 paid holidays plus 2 floating holidays and hybrid working opportunities
Health: Competitive health care, dental and vision coverage for you and your family
Family: A variety of paid leaves: caregiver, parental/adoption, critical child illness and fertility benefits
Employee Rewards Program: Annual merit increases and/or additional incentives for eligible employees
Retirement: A retirement savings plan with employer contributions (after one year)
Wellness: 15 safety and wellness days annually (if hired on or after July 1, safety and wellness days prorated to 8 days), mental health benefits and support through Calm and company-hosted events
Employee Assistance Program: free and confidential assessments, short-term counseling, referrals, and follow-up services
Learning & Growth: Access to internal and external learning & development opportunities and mentorships
Click
here
to learn more about how Save the Children US will invest in you.
Save the Children is committed to conducting its programs and operations in a manner that is safe for the children it serves and helping protect the children with whom we are in contact. All Save the Children representatives are explicitly prohibited from engaging in any activity that may result in any kind of child abuse.
Save the Children is committed to minimizing safety and security risks for our valued employees, ensuring all are given training, support and information to reduce their risk exposure while maximizing the impact of our programs for children and families. Our shared duty, both agency and individual, is to seek and maintain safe working conditions for all.
If you require disability assistance with the application or recruitment process, please submit a request to *********************************.
Assurance Manager
Senior associate job in Stamford, CT
The Assurance Manager is responsible for supervising, directing, and reviewing the results through the delegation of tasks throughout the planning, field work and “wrap-up” stages of an Audit client engagement. In this role, the Assurance Manager is charged with marketing, networking, and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems.
Job Duties:
Control Environment:
Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures
Applies a broad understanding of objectives and components of the overall control environment and organization, and supervisory controls
Validates and assesses effectiveness of internal control over financial reporting
Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures
Identify and delegates functions of the audit to the auditor in charge as deemed appropriate
Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work
Provide on-the-job-training to the engagement staff during audit field work
GAAP:
Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles
Identifies and consults with clients on the impact of new accounting pronouncements
Monitors and communicates important professional, industry pronouncements
Presents and discusses alternative generally accepted accounting principles and arguments for/against such alternatives
Drafts complex financial statements and related footnote disclosures and effectively communicates these to client
Identifies complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed
SEC and PCAOB:
Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles
Reviews SEC filings, including MD&A, financial statements, and disclosures for appropriateness in form, content, completeness, and accuracy, and ensures that quarterly reviews are properly performed
Reviews required communications to the client and Audit Committee, ensuring their completeness, accuracy, and compliance with Firm and professional guidelines
Reviews Section 404 internal control audit work all necessary checklists to ensure their completeness and compliance with Firm and professional guidelines
Ensures compliance with engagement independence requirements and consults internally as needed
GAAS:
Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement
Applies a thorough knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work
Provides guidance to others and affirms conclusions made by others
Communicates matters required to be reported to the Audit Committee/Board and those charged with governance
Applies the use of efficiency tools such as statistical sampling, CAATS, etc.
Methodology:
Applies knowledge and application of BDO standards that guide effective and efficient delivery of quality services and products
Conducts detailed review to assure audit is completed in accordance with assurance manual standards
Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness
Recommends appropriate outcomes to critical issues
Initiates and prepares client acceptance/retention procedures where appropriate
Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines.
Executes proper BDO methodology including but not limited to proper archiving procedures
Considers Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients
Research:
Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information
Defines methodology to conduct research projects and completes in a timely manner
Applies comprehensive knowledge of all appropriate research tools and draws conclusions based upon appropriate research
Prepares memo supporting research/conclusions and consults with others if appropriate
Presents issues to RTD or concurring reviewer effectively and accurately
Other duties as required
Supervisory Responsibilities:
Responsible for supervision of Associates and Senior Associates on all projects
Review work prepared by Associates and Senior Associates and provide review comments
Act as a Career Advisor to Associates and Senior Associates
Schedule and manage workload of Associates and Senior Associates
Provide verbal and written performance feedback to Associates and Senior Associates
Teach/coach Seniors and Associates to provide on the job learning
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred
Master's degree in Accountancy, preferred
Experience:
Five (5) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required
Prior significant supervisory experience, required
Industry expertise in one or more assurance specialty, preferred
License/Certifications:
Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO's Assurance Licensing Policy, required
If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines
Software:
Proficient with the Microsoft Office Suite, preferred
Experience with assurance applications and research tools, preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Sound GAAP and GAAS knowledge
Familiarity with SEC and PCAOB reporting rules
Possess proven solid verbal and written communication skills
Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting
Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients
Possess client development/relationship-building skills
Possess solid decision-making skills
Ability to resolve complex accounting issues
Ability to be responsible for business development and marketing
Ability to be responsible for engagement profitability including billings and collections
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $120,000 - $140,000
Colorado Range: $95,000 - $120,000
Illinois Range: $100,000 - $125,000
Maryland Range: $105,000 - $125,000
Massachusetts Range: $105,000 - $115,000
Minnesota Range: $95,000 - $110,000
New Jersey Range: $104,000 - $112,000
NYC/Long Island/Westchester Range: $110,000 - $150,000
Ohio Range: $95,000 - $125,000
Washington Range: $95,000 - $115,000
Washington DC Range: $105,000 - $128,000
Auto-ApplySenior Associate - Human Resources
Senior associate job in Islandia, NY
Full-time Description
The Senior Associate of Human Resources is a cross-functional HR professional responsible for delivering day-to-day human resources support across the Urban Dove network. SHRA's serve as the first point of contact for staff and school leaders regarding HR needs and the full life cycle of the employee, including onboarding, recruitment, performance support, employee relations, leave, and HR systems. While SHRAs may hold a primary functional focus (e.g., Onboarding & Systems, Talent & Retention, ER/Leaves), all SHRA's are expected to be cross-trained and capable of supporting colleagues across shared operational responsibilities.
CORE RESPONSIBILITIES
General HR Operations & Support
Serve as the HR representative for designated campuses, functions, or departments.
Respond to staff inquiries related to onboarding, time tracking, policies, and HR systems.
Coordinate the completion and maintenance of employee records, forms, and digital documentation.
Track assigned cases or tasks in collaboration with the HR Manager
Understanding that special initiatives and projects are delegated throughout the year and assigned to HRA
Recruitment & Talent (Be Specific)
Post roles to internal and external job boards using Urban Dove's ATS.
Screen resumes, schedule interviews, and support candidate communications.
Ensure accurate and timely data entry within recruitment and HR systems.
Participate in panel interviews
Schedule in-depth interviews with school leadership
Manage the offer process (salary placement, initial offer, official offer)
Onboarding & Hiring Support (Be Specific)
Manage the onboarding checklist for new hires, including I-9s, clearances, tech setup, and orientation prep.
Schedule and facilitate onboarding touchpoints (e.g., New Hire Welcome Sessions).
Coordinate with hiring managers to ensure timely onboarding processes and system access.
Leave, Benefits & Employee Relations (Be Specific)
Track and support protected leaves (FMLA, PFML, ADA) in coordination with the Benefits Manager/HR Manager.
Support workplace accommodations and document employee-related matters (performance, conflict, coaching).
Collaborate with leadership and HR leadership to ensure consistent and fair application of HR policies.
Cross-Training & Flexibility
SHRAs are expected to develop proficiency across multiple areas of HR operations and may shift responsibilities based on:
Departmental priorities and evolving needs
Staff transitions or temporary coverage requirements
Seasonal workload peaks (e.g., recruitment season, onboarding, benefits enrollment)
Regular participation in HR team meetings and collaborative learning sessions is required.
SHRAs may also lead or contribute to key HR projects such as performance management, mental health initiatives, and culture assessments.
Requirements
Education & Certification
Bachelor's degree required; preference given to Human Resources, Business, Psychology, or related majors.
HR certification (SHRM-CP, PHR) preferred
Experience
2-4 years of relevant human resources experience, ideally within education, nonprofit, or youth-serving environments.
Equivalent experience may be considered in place of formal education.
Strong preference for candidates with experience in onboarding, HRIS/ATS platforms, and employee support functions.
Skills & Abilities
Strong attention to detail and task management
Excellent communication, documentation, and interpersonal skills
Ability to balance confidentiality with collaborative problem-solving
Strong commitment to equity, staff well-being, and service-oriented HR practice
WORK CONDITIONS
Hybrid work model: based on assignment
Occasional evening/weekend support during hiring seasons or onboarding cycles
COMPENSATION & BENEFITS
Competitive salary aligned with entry to mid-level HR roles in NYC CMOs
Full health, dental, vision, and life insurance
401(k) with employer match, EAP access, and tuition/commuter benefits
Paid time off and holidays aligned with Urban Dove academic calendar
OUR MISSION:
Urban Dove energizes, educates, and empowers young people through our network of UD Team Charter Schools serving over-age/under-credited high school students. UD Team's innovative model uses sports, teams, restorative practices and mentoring to create a culture of high expectations and shared responsibility. By instilling our core values of Teamwork, Leadership and Communication, we develop our students into confident young adults ready to reach their full potential.
OUR VISION:
Urban Dove envisions a world where all children receive the high-quality education and support they need and deserve. Through education, they will acquire the critical skills needed to develop into economically, socially, and emotionally independent adults who are empowered to create a more just and equitable society for future generations.
EEOC:
Urban Dove provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Salary Description $58,000 - $60,000 Annual Salary
Quant Analyst & Data Science - Senior Associate
Senior associate job in Stamford, CT
Our client is seeking a highly analytical and detail-oriented Senior Associate, Quant & Data Science to join their Portfolio Analytics Group. In this pivotal role, you will sit at the intersection of data science, quantitative finance, and portfolio analytics-developing tools and frameworks that power investment decisions across a global, multi-asset class portfolio.
Responsibilities:
Develop and automate valuation and return calculations for a global multi-asset class portfolio.
Build performance attribution frameworks to uncover the drivers of returns across asset classes.
Design and maintain quantitative models to manage market, liquidity, and portfolio risks-spanning both liquid and illiquid assets.
Translate Excel-based models into scalable, programmatic solutions.
Be a self-starter eager to dive into diverse asset classes and build tools that deliver a unified view of portfolio performance across the enterprise.
Requirements:
Practical experience in a finance-oriented, fast-paced environment.
A strong ability to dissect ambiguous problems and apply the right analytical techniques.
High proficiency in data extraction, data cleansing, and quantitative analysis.
Deep experience with quantitative modeling and data science in financial contexts.
A degree in a quantitative field (e.g., Mathematics, Statistics, Engineering, Computer Science, Financial Engineering).
Expertise in Python and key data science libraries (Pandas, NumPy, SciPy, Scikit-learn, Matplotlib, etc.).
Experience in financial/investment analysis is essential.
Bonus: Experience with other languages (e.g., R, SQL, Julia).
Sr. Associate - Valuations
Senior associate job in Stamford, CT
The Company: NorthMark Strategies is a leading investment firm, combining capital, innovation, and engineering to drive long-term value. From operating complex businesses to backing breakthrough technologies, our mission is to build enduring businesses. Our team combines intelligent risk-taking, operational excellence, exceptional talent, and world-class computing capacity to create shareholder value.
Our company offers a dynamic environment where individuals have the freedom to lead companies toward bold achievements by embracing innovation, leveraging technology, and fostering differentiated business strategies. Our values are Integrity, Ability, and Energy, and the company aims to hire individuals who possess those qualities.
At NorthMark Strategies, we believe the future isn't something to hope for, it's something to build. We don't just invest, we create. Bringing together strategic insight and technical horsepower to deliver outcomes that endure.
Position: We are seeking a Senior Associate that can provide timely and insightful valuations and investment reporting to key stakeholders. The ideal candidate has the experience of operating with a high degree of autonomy, the ability to collaborate with other teams, and the desire to build/enhance capabilities related to valuation analysis and performance reporting. The role will report to the head of global portfolio analytics and partner closely with Venture's and Private Investment's teams and Finance Business Partners.
Responsibilities:
Support the monthly and quarterly investor reporting processes providing qualitative and quantitative perspectives on asset performance
Be a motivated, creative, self-starter that can develop compelling valuation and performance reporting analysis with a high degree of autonomy
Value portfolio companies using traditional methodologies such as DCF, public company multiples, and precedent transaction multiples, as well as simulation-based modeling
Calculate performance return metrics and benchmarking analysis for private capital portfolios
Interface with portfolio companies and internal teams (investments, accounting, finance, tax, and treasury) in data gathering and analysis and provide ad hoc cross-functional support across all aspects of investment management business
Requirements:
4-7 years of related experience in valuation, private equity, or banking
Bachelor's degree in quantitative field
CFA or CIPM designation or progress in one of these programs would be a plus
Experience with fair value measurement concepts would be a plus
Experience with alternative asset return calculations and investor reporting would be a plus
Experience with python and a familiarity with code development would be a plus
It is impossible to list every requirement for, or responsibility of, any position. Similarly, we cannot identify all the skills a position may require since job responsibilities and the Company's needs may change over time. Therefore, the above job description is not comprehensive or exhaustive. The Company reserves the right to adjust, add to or eliminate any aspect of the above description. The Company also retains the right to require all employees to undertake additional or different job responsibilities when necessary to meet business needs.
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Benefits & Perks:
Company-Paid Benefits: 100% Employer-Paid Medical in our High Deductible Health Plan, Dental and Vision benefits for employees and their families, 16 weeks of Paid Parental Leave, Employee Assistance Program, Life insurance, Short-Term Disability and Long-Term Disability
401(k): Company will match 100% of your contributions up to 6%
Optional Employee-Paid Benefits: Medical insurance in our PPO plan and a variety of other benefits such as Health Savings Accounts (with Company Contribution!), Flexible Spending Accounts, Supplemental Life Insurance, Wellhub and more.
Time Off: 25 days of Paid Time Off plus 12 company holidays
EQUAL OPPORTUNITY EMPLOYER
NORTHMARK STRATEGIES LLC IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE COMPANY'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.
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