Senior associate jobs in Pflugerville, TX

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Consumer Credit Risk Sr. Associate is responsible for risk analysis and independent oversight of credit quality of assigned portfolios. They are responsible for all aspects of credit quality including compliance with requirements of regulators and internal control and will recommend opportunities and proposed resolutions for improved efficiency, effectiveness, and/or risk reduction for the department. * Ensures adherence to the policies and procedures established by the company. Manages policy, standard definition and monitoring of policy, standard implementation, ensuring harmonization and consistency of risk policies. * Monitors and manages risk/exposure and compliance with the company's policies. Identifies, manages and reports on the company's risk areas. * Evaluates the adequacy and effectiveness of data, document retention, and monitors systems. * Oversees and ensures consistent quality control, accuracy, and compliance with internal policies and regulatory requirements for reporting processes. * Ensures and executes ongoing maintenance of controls, mitigation plans, testing, and/o credit risk assessments. * Partners with the accountable business owner for effective 1st and 2nd line of defense Risk Management and Controls. * Provides oversights on risk-management content/processes What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Education: Bachelor's Degree or equivalent work experience. * Work Experience: 9+ years in Credit RIsk in the Banking or Financial Services Industry. * Advanced Proficiency with SQL, Python and Power BI required. * Advanced knowledge of the operational, accounting, credit, regulatory, market and technological risks within Financial Industry. * Demonstrated knowledge of credit policies and procedures, regulations and applicable law(s). * Demonstrated credit analysis skills for understanding/tracking counter party performance and market risk & modeling skills for evaluating trade positions and the related counter party risk exposures. * Demonstrated track record interacting with the regulators, external and internal audit. * Superior project management skills. * Excellent written and verbal communication. * Ability to interact with all levels of management, work independently and in a team environment. Certifications: * No Certifications listed for this job. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $101,250.00 USD Maximum: $185,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

**RWE Clean Energy, LLC** **To start as soon as possible, full time, permanent** **Functional area:** Project Management; Finance / Controlling **Remuneration:** Exempt The **Senior Associate, Project Controls** is responsible for delivering detailed and timely project control reports, managing recurring budget activities, and conducting advanced analyses of project performance. This role ensures financial accuracy, supports compliance, and provides strategic insights to drive project success across multiple workstreams. **Role Responsibilities:** + Collaborate with Preconstruction, Execution Project Managers, and Controllers to deliver comprehensive project control reports, including schedule, cost, and budget performance + Take ownership of recurring budget activities such as forecasting, accruals, and weekly financial snapshots, ensuring alignment with project milestones + Conduct advanced analyses of project performance metrics and variances (OKRs); validate contractor invoices and change orders, and support resolution discussions + Support Tax Equity deliverables and Purchase Requisiton (PR) processes, ensuring compliance; accuracy and integrity of SAP project expenditure data; and timely execution of project financial workflows + Maintain and enhance dashboards, trackers and SharePoint documentation to ensure accuracy and usability for stakeholders + Identify and communicate risks or inconsistencies in project data, recommending process improvements for efficiency and accuracy + Analyze root causes, uncover risks and opportunities, and document lessons learned for future optimization + Accurately forecast complex financial cash expenditures and expertly manage accruals + Conduct in-depth performance analysis of actual spend against budget, utilizing advanced analytical tools to provide strategic insights and recommendations + Efficiently create, monitor, and implement purchase orders, continuously tracking their progress and ensuring execution in accordance with organizational policies and procedures + Facilitate review sessions for assigned projects to align teams and resolve issues, with support from senior team members + Build relationships and networks with internal and external partners, adapting communication style to advise on complex matters **Job Requirements and Experiences:** + Bachelor's degree in Engineering, Construction Management, Finance, Business Administration, or a related field + Minimum of 3 years of experience in project controls, financial analysis, or a related discipline + Strong interpersonal skills, with ability to manage customer relationships + Demonstrated desire to learn about the Company and the renewables space + Applies working knowledge of project controls processes across multiple projects + Proficient in manipulating and validating data across systems + Strong analytical, problem-solving, and data interpretation skills + Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams + Strong leadership and communication, and ability to meet deadlines + Strong organization skills and ability to coordinate multiple tasks and deliverables + Ability to multi-task, 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 + This position is an office-based role with some travel and visits to other RWECE office and field locations + Must be able to sit, walk, or stand for long durations of time _Applicants must be legally authorized to work in the United States. RWE Clean Energy is unable to sponsor or take over sponsorship of employment visas at this time._ **Pay range:** The annual base salary range for this position in Illinois is $97,000 - $135,000. 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 cod **e 90970.** **Any questions?** Contact HR: **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. Through its subsidiary RWE Clean Energy, RWE 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). As an energy company with a successful history spanning more than 125 years, RWE has an extensive knowledge of the energy markets and an excellent expertise in all major power generation and storage technologies, from nuclear, coal and gas to hydro, batteries, wind and solar. Every project brings constantly-evolving technical, practical and social challenges - and drives a culture where everybody thrives, has fun and feels excited by each day. As the third largest renewable energy company in the U.S., you'll also have the freedom to act with conviction and courage as we pivot to new technologies - and continuously improve, together.

About the Role At Prophet, our Senior Associates sit at the intersection of rigorous consulting, human-centered thinking, and transformative strategy. As a Senior Associate, you'll play a key role on critical workstreams across brand, marketing, customer experience, and business transformation; helping Fortune 500 clients and fast-moving challengers alike solve their most pressing growth challenges. You'll gain early and consistent exposure to clients, work closely with senior leaders and cross-functional teams, and mentor junior team members. This is a growth role that is ideal for someone with 3+ years of experience looking to deepen their strategy craft while developing their leadership toolkit. Our projects span industries, from healthcare and financial services to tech, consumer goods, and beyond, providing unmatched variety and learning opportunities. We value curiosity, courage, and collaboration, and we're looking for individuals who want to think boldly, act insightfully, and create real change. Your Day to Day Support the delivery of high-impact client work. You'll play a central role on project teams where you'll help to frame the problem, guide the strategic approach, and ensure the work moves forward smoothly. You'll work closely with Managers and Partners on a range of brand, marketing, and growth strategy challenges. Break down complex challenges into clear paths forward. You'll help define project approaches, synthesize ambiguous inputs, and support strategic frameworks that guide the team and client toward actionable solutions. Conduct rigorous analysis and strategic thinking. You'll analyze market trends, customer behaviors, and competitive dynamics to generate thoughtful, relevant insights. Your work will connect business context with strategic implications. Craft compelling deliverables and stories. You'll help develop client-ready deliverables that translate strategy into narratives that drive alignment and decision-making. Collaborate with multidisciplinary teams. You'll partner with strategists, creatives, and analysts to explore problems from different perspectives and elevate the quality of thinking across the team. Be a go-to resource for junior team members. You'll mentor Associates and Analysts by sharing what you've learned, offering feedback, and helping model how we approach our work. Help grow the firm beyond project work. You'll contribute to business development efforts, from drafting points of view to supporting proposal development, and participate in internal initiatives that shape our thinking and culture. Leverage AI to work smarter and get to insights faster. You'll use GenAI and other AI-enabled tools to accelerate research and spark thinking, and as a foundational tool for the work. Apply strong business acumen to drive strategic thinking. You'll bring a sharp understanding of how businesses create value; considering growth levers, operating models, and financial implications to ensure our strategies are both creative and commercially sound. What You Bring * 3+ years of experience in strategy consulting or a strategic role on the brand/corporate side * Bachelor's degree required with demonstrated academic performance * Strong business acumen: an understanding of how businesses generate value and the financial levers that drive performance * Excellent communication and storytelling skills: ability to present to clients with clarity and confidence * Experience leading others: managing junior team members and navigating up to senior leaders * Ability to thrive in ambiguity and manage multiple workstreams in fast-paced, deadline-driven environments * Comfort working across industries and functions; a quick study who can pivot between diverse business challenges * Passion for client impact and a collaborative mindset * Familiarity with AI tools, AI strategy or implementation experience, and/or exposure to GenAI applications Location: 3+ days a week in office/at client site Salary: $110,000 - $125,0000 Prophet is an equal opportunity employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All employment, promotion, and evaluation decisions are based on qualifications, merit and business need.

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). Yes Job Segment: Environmental Engineering, Compliance, Law, Scientific, Social Media, Engineering, Legal, Marketing

Notes to applicants: Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role. Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer. Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply. The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request. Job Description: The Global Client Group (GCG) is Dimensional's distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients' evolving needs, identifying where we can add value and collaborating to provide a better investment experience. Our Independent Advisor Group (IAG) is responsible for working with fee-only financial advisors (RIAs) across the country. The Associate / Senior Associate roles will support Regional Directors in business development and client services activities for our financial advisor clients across the Central US states. Responsibilities: Articulating complex investment principles and capital market research to financial advisors Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do Interacting with advisors on practice management related issues Traveling with Regional Directors and developing strong business and personal relationships with key advisor clients Developing and delivering complex and educational investment presentations to financial advisors Developing and facilitating the production of complex client driven requests among a team of Associates Developing a robust understanding of the advisor industry and related business practices Qualifications: Bachelors degree required. MBA and/or CFA strongly preferred 5+ years of experience in the Financial Services/Investment industry Proactive desire to learn Strong analytical skills Solid quantitative problem-solving skills Excellent verbal and written communication and interpersonal skills Detail-oriented Able to work equally well in a team environment and independently Self-starter who is capable of managing multiple projects and meeting deadlines Strong computer skills (Excel and Access) with the ability to learn programs as needed SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employment #LI-Hybrid Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

About the Role The Business Development Senior Associate will join a private investment firm in their Austin, TX or San Francisco, CA office. This firm focuses on lower middle market. The Senior Associate will support the VP of Business Development. For more information about the firm, please apply for the position and meet one of our recruiters. Key Responsibilities assisting in new business sourcing activities to ensure the firm is well known and ‘top of mind' with new deal sources, including regional and boutique investment banks and brokers and other intermediaries. generating and qualifying new investment opportunities by communicating the firm's investment strategies, interests, capabilities, and criteria to all potential referral sources. participate in CRM management, reporting, marketing. Professional Experience & Qualifications 5+ years of professional experience with business development familiarity within investment banking, private equity, or other relevant financial or transaction work. 2-3 years PE or VC sourcing experience Self-starter with a strong sense of urgency and ability to deal with ambiguity in a fast-paced, constantly changing environment. Proven track record of engaging and building relationship with senior executives. Demonstrated leadership ability with capacity to quickly build trust and rapport with founders and CEOs. Fundamental understanding of accounting and corporate finance. Creativity and entrepreneurial spirit. Excellent analytical, writing and communications skills. Strong work ethic and attention to detail. Education An undergraduate degree is required. Relevant advanced degrees are a plus. Salary Salary is $115,000 plus bonus. About Soul Equity Solutions Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies. Our boutique recruiting experience is highly bespoke and curated to our clients' needs. This firm is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation and Valuation Services (FLVS) Senior Associate to join our team. Our FLVS team offers a full range of litigation support services related to financial matters as well as forensic and valuation services outside of a litigation context. How We Work Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? Assist with forensic accounting, litigation support and valuation engagements, primarily related to marital property and divorce-related financial issues, as well as other investigations and valuations that cover business and intangible asset valuations prepared for business planning, tax, financial reporting, and litigation-related purposes. Communicate with Directors on the directions of the case and assist in making strategic recommendations, exercising analytical skills for details and potential risks. Assist Directors in delivering complete reports, accompanied by relevant supporting documents, to the Managing Director for review. Prepare the testifying expert for client meetings, depositions, and trials, ensuring the file is well-organized and all work papers and important documents are put in a binder for a quick and easy review by the testifying expert; work closely with the testifying expert in developing an outline for testimony and demonstrative exhibits for trial. Develop an internal and external circle of influence, participating in networking events, marketing events, and training. Effectively manage projects by setting internal objectives, delegating assignments, and ensuring objectives are met in a timely manner. Lead departmental training for analyst and fostering a learning environment of continuous improvement. Review the work of Associates and provide feedback for corrections and changes, if needed. Review formatting of schedules prepared (e.g. extra lines deleted, consolidation of information, etc.), spell check and foot and cross foot numerical totals for accurate financial information analysis. Ensure staff's work is completed in timely manner. Assisting in recruiting, developing training material, and acting as an instructor in professional development programs. How Will You Get Here? 2+ years of progressive experience in accounting and/or finance, preferably in an accounting firm or other professional services environment. Bachelor's degree in accounting or finance. An advanced degree in a related field or a CPA license is a plus. Broad background and knowledge in litigation support /expert services. Proficiency in use of technology and accounting programs including MS Office. Effective written and oral communication skills. Project Management skills. Desire skills to manage and lead teams. Ethics and compliance. Problem solving. Financial standards, models, and tools. Interest in continually learning and gaining knowledge. Why Should You Apply? Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans) Voluntary Dental and Vision Insurance 17 Annual Firm holidays, including extended breaks around July 4th and year-end 20 days PTO Paid Maternity and Parental Leave 401(k) with Profit Sharing Discretionary Bonus Program Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees Health & Wellness Program Pet Insurance Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************* . All employment is decided on the basis of qualifications, merit, and business need. #LI-ONSITE

Job DescriptionJob Summary& Lumenci is a legal tech startup founded by group of IIT alumni in the US. Lumenci's mission is to transform the legal and intellectual property industry in US Europe with groundbreaking products and services. We are currently looking to build an exceptionally strong technical team in Gurgaon, India, to help us deliver high quality products and services to our clients.& & Lumenci is looking for self-driven, gritty, technology enthusiasts. If you are curious about technology, enjoy working in high-growth startup, hands-on with gadgets and keeping up with the next big thing in Tech- you might be a great fit!& Responsibilities and Duties& Provide technology consulting services to law firms and corporate clients in the domain of telecommunications and semiconductors. Analyze patent portfolios and solve core technical queries by understanding underlying technologies.& Offer strategic technical advice on patent matters to internal stakeholders.& Collaborate with cross-functional teams to align patent strategy with business goals.& Understanding of semiconductor technologies and circuit design methodologies implementations. Handle calls with US-based clients, including industry experts, corporate counsel, senior leaders, startup founders, IP litigators, etc.& Showcase technology thought leadership through blogs and research reports.& Collaborate across the organization in-person and with virtual, global teams.& Establish and cultivate relationships both internally and externally.& Up to 40% travel required for this position. & Expected Competencies and Skills& Expert level proficiency in technical research.& Strong attention to detail.& Good in managing client expectations.& Customer-oriented approach.& Ability to explain complex technology matters to non-technical audiences.& Strong organizational and multitasking skills.& Excellent verbal and written communication abilities.& Problem-solving aptitude.& Ability to think critically, learn fast and work with minimal supervision under tight deadlines.& Ability to rally team and recruit support within the organization.& Entrepreneurial and go-getter attitude.& & Education and Experience& BS/MS in Computers, Electronics, Communications, Micro-electronics and VLSI, or Electrical Engineering & 2-4 years of experience in IP or related industry& & & Lumenci Values& An ideal candidate would share our way of working:& Solve for the Customer: Lumenci is a customer-first company focusing on creating a long-term relationship with our clients. Customers here include internal employees and candidates who are part of the recruitment process.& Quality, Ownership, and Accountability: We are passionate about results and fully own our work. We are performance-oriented and have a drive for excellence.& Collaboration: We encourage collaboration over competition, work in small teams, and believe that teams do better than individuals.& Growth Mindset: We are adaptable to changing requirements and needs of a dynamic, high-growth company. We encourage each other to take diverse initiatives and develop new competencies.& & About Lumenci& Lumenci is the technology industry's most strategic patent monetization partner. We work with the world's top technology companies, law firms, inventors, and start-ups to find the value in their inventions and help them pursue-and defend-that value throughout the ideation to monetization lifecycle. We help clients convert innovation into patent portfolios and identify their best monetization opportunities. We work with a wide variety of technologies including hardware and software, telecom, networking, and biotech technologies. Lumenci combines technology domain expertise with strategic industry connections to guide towards the best route to ROI. From ideation to monetization - we illuminate the way.& & Location: Austin, TX

We're on a mission to revive the American Dream by allowing a million Americans to have a stake in it. We do that by acquiring and growing small businesses alongside talented operators and mission-driven investors across the country. We believe that small business ownership is critical to creating wealth, jobs, and a sense of community in our country. By continuing the legacy of America's best small businesses, we're preserving our nation's critical asset with a model that allows more people to share in a piece of the American Dream. We're looking for a Senior Associate to lead credit underwriting and monitoring for small business acquisitions at Mainshares. Roughly 70% of time will be spent on underwriting new acquisitions, and 30% of time will be spent on portfolio monitoring. Responsibilities Work closely with the Acquisitions team on assessment of new opportunities Run point on credit underwriting, working in close collaboration with our acquisitions and investments team to complete due diligence Lead the preparation and presentation of credit memorandums to Mainshares' Credit Committee Monitor asset performance on a monthly basis, reviewing covenant compliance, meeting with the relevant owner success manager(s), and keeping our reporting & loan tape current Perform quarterly portfolio reviews including analyzing historical and projected performance, risk assessments, and covenant compliance calculations Partner with senior leadership on capital allocation and deployment pace Requirements Bachelor's degree required, preferably with a major in finance, accounting, economics or related financial discipline 5+ years of industry experience, with at least 2 spent in a credit investing role at a bank or non-bank lender Experience structuring and evaluating investments across credit and structured equity Strong Excel modeling and written skills Nice-to-Have Experience in a direct lending capacity to lower middle market sponsors. Willing to relocate to Austin, TX.

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 Senior Associate within the Credit Risk Collections Team, you will play a pivotal role in identifying, assessing, and mitigating risks to ensure we operate within established risk parameters and achieve long-term performance goals for Chase Card Services. We are looking for someone who will bring energy, curiosity, a willingness to learn, and a desire to do the right thing. This particular position will be responsible for providing oversight and integration of Strategic Co-brand Initiatives and centralized activities supporting our collections risk criteria working in close collaboration with various stakeholders within and outside card risk organization. This position offers significant cross-functional exposure, working closely with operations, product, marketing, technology, and other teams to develop collections risk criteria, integrate new processes and capabilities, ensure robust oversight and controls, monitor performance, and deliver significant value through increased collections. As part of the broader Card Collections Credit Risk Team, you will play a key role in shaping the future of our collections processes, lending products, and mitigating losses. Job Responsibilities: Develop comprehensive analytics to measure and challenge key business initiatives and recommend innovative solutions Work independently and in teams to identify and assess performance trends, utilizing both statistical and data mining tools and quantitative methodologies Conduct root cause analysis to provide clear, actionable recommendations to senior leadership and various stakeholders Prepare and present detailed risk monitoring reports to senior management and stakeholders, ensuring clear communication of findings Gather requirements, map business processes, identify gaps, and track and manage key deliverables to meet challenging timelines Monitor internal and external behavioral data along with public information on industry trends, regulatory changes, and credit risk management best practices to continuously improve risk collections processes Required qualifications, capabilities, and skills: Ability to logically structure and execute analyses using strong analytic, interpretive, and problem solving skills Ability to translate complex analysis into practical solutions and create concise presentations with sound business conclusions Ability to present findings to various levels of management Ability to adapt to new tools and technologies quickly, demonstrating a proactive approach to learning and applying innovative solutions A Bachelor's degree or higher in a quantitative discipline (ex: Finance, Statistics, Economics, Mathematics, Engineering, Operations Research, among others) and 3+ years of analytics experience Possess the drive to succeed, be results oriented, thrive is a fast-paced environment, have high attention to detail, and independently make decisions Previous experience with either SAS, SQL, Python, or Tableau analytic tools (other coding languages would be considered Experience with timelines, program management, and project management 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).

Job Description Project Finance Senior Associate Attorney Direct Counsel is seeking a Project Finance Senior Associate to join a highly regarded law firm with offices in multiple locations. This role is ideal for a senior associate with 4-6 years of experience in project finance, handling Lender- and Borrower-side transactions. Key Responsibilities: Extensive experience in drafting and negotiating credit facilities, letters of credit, and performance/payment bonds. Conduct bankability analysis of project documents. Negotiate EPC contracts, balance of plant agreements, supply agreements (e.g., transformer, module, BESS, turbine, inverter), and offtake/tolling agreements. Independently negotiate and manage security documents, including security agreements, pledge agreements, financing statements, and control agreements. Draft NY-law legal opinions, direct agreements/consents to collateral assignments, and reliance letters. Run due diligence processes for project documents. Qualifications: 4-6 years of project finance experience in a large regional, national, or international law firm. Extensive experience with PF Credit Agreements, New York law-governed Security Documents, Consents to Collateral Assignments, Legal Opinions, and Project Documents (EPC contracts, Offtake Agreements, Supply Agreements, and Legal Due Diligence Reports). Strong academic credentials. Entrepreneurial mindset and ability to work both independently and collaboratively in a fast-paced environment. Must reside in and be licensed (or eligible to become licensed) in New York, Miami, Dallas, Houston, Austin, or Washington, D.C. Compensation: Salary range: $310,000 - $390,000 (applicable to New York, Colorado, and California; actual compensation may vary based on qualifications and experience). This is an excellent opportunity to join a collegial firm with a strong platform for professional growth and advancement.

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Human Capital Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team. Technical Payroll Expertise: * Proven track record working with high-volume, multi-location restaurant or hospitality employers. Familiarity with tipped employees, pooled tips, shift differentials, and complex scheduling/pay practices. * Hands-on experience in a payroll service provider environment, managing multiple client accounts simultaneously. * Prior experience with Proliant, Paylocity, Gusto, JustWorks, or similar mid-market/enterprise HCM platforms. Ability to quickly adapt to new platforms. * Knowledge of state-by-state labor laws, tax withholding, and compliance, particularly in high-turnover, multi-jurisdiction environments. * Understanding of POS/T&A integration challenges (Toast, Tray, Xennial) and how these impact payroll processing. Compliance & Regulatory Knowledge: * Strong grasp of Fair Labor Standards Act requirements, tip credit compliance, and state-specific wage rules for tipped employees. * Awareness of variable-hour employee tracking and reporting requirements. * Payroll Tax Filing & Reporting: Experience with federal, state, and local payroll tax obligations, including specialized filings for restaurants (e.g., FICA tip credit reporting). Operational & Client Management Skills: * Comfort with tight payroll deadlines across 50-100+ locations/units, ensuring accuracy under pressure. * Ability to identify and implement process improvements, standardize workflows, and reduce error risk in large-scale payroll operations. * Experience working directly with client contacts, handling escalations, and translating complex payroll issues into clear guidance. * Familiarity with onboarding new clients, including data conversion, parallel runs, and client training. Analytical & Problem-Solving Skills: * Strong attention to detail for reviewing payroll data, resolving discrepancies, and ensuring reporting accuracy. * Ability to diagnose and correct payroll errors quickly, including tax issues, garnishments, and adjustments. * Competence in generating, analyzing, and explaining payroll/HR reports to both internal leadership and external clients. Soft Skills & Professional Competencies: * Ability to work closely with Aprio and offshore teams to manage workload distribution and maintain service quality. * Skilled at creating repeatable processes that support long-term growth, not just immediate client needs. * Strong written and verbal communication, especially when liaising with restaurant operators who may not have HR/payroll expertise. * Comfort operating in a fast-growth, changing environment with evolving client demands and internal processes Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: * Medical, Dental, and Vision Insurance on the first day of employment * Flexible Spending Account and Dependent Care Account * 401k with Profit Sharing * 9+ holidays and discretionary time off structure * Parental Leave - coverage for both primary and secondary caregivers * Tuition Assistance Program and CPA support program with cash incentive upon completion * Discretionary incentive compensation based on firm, group and individual performance * Incentive compensation related to origination of new client sales * Top rated wellness program * Flexible working environment including remote and hybrid options What's in it for you: * Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. * An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. * A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. * Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. * Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. * Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Senior Associate, Global Tracking This role is to be based near one of our offices in New York or Austin. About us: We drive intelligent growth for ambitious businesses and leading brands. Customer understanding is more potent and drives greater value when insights go to work directly within marketing and experience priorities. To give our clients that advantage, we put an insights-driven operating system at the core of our design, go-to-market and digital experience solutions. Material clients make smarter growth choices because they can see clearly how and when to take the shots that count. Together, we connect consumer intelligence with customer demand generation to build lasting, profitable relationships. About the Senior Associate, Global Tracking role As a Senior Associate, you will bring your understanding of consumers and a desire to influence business decisions to collaborate with like-minded professionals and support a project team. As a Senior Associate, Global Tracking, you will Using your attention to detail, discretionary judgment and flexibility, you will manage projects that achieve high-quality client results for Fortune 500 companies and global industry leaders. Write questionnaires, manage relationships, lead all aspects of data collection, address quality control issues with programs/data tables/reports and develop report charts Manage time efficiently to supervise and execute project components, including meeting documents, survey instruments and data analysis for multiple projects at a time Utilize analytical tools and thinking to discern data patterns and draw conclusions Support the management of quantitative and qualitative research projects from kick off to delivery Learn and adapt to cutting edge technologies in order to drive efficiency About you You have a bachelor's degree and 2-3 years of professional experience in a related field Capable of working independently with general supervision You have an eye for detail and a high level of accountability You have a positive mentality and a strong desire to grow your career You have the ability to adapt to changing priorities in an effort to meet multiple project timelines and client needs You are a strategic problem solver with strong analytical skills and natural curiosity You enjoy intellectual challenges and working alongside like-minded peers You have high level of initiative and an interest in growing as a leader and manager You thrive in a team environment but also are capable of performing independently Who We Are & What We Care About Material is a global company and we work with best-of-class brands worldwide. We also create and launch new brands and products, putting innovation and value creation at the center of our practice. Our clients are at the top of their class, across industry sectors from technology to retail, transportation, finance and healthcare. Material employees join a peer group of exceptionally talented colleagues across the company, the country, and even the world. We develop capabilities, craft and leading-edge market offerings across seven global practices including strategy and insights, design, data & analytics, technology and tracking. Our engagement management team makes it all hum for clients. A community focused on learning and making an impact. Material is an outcomes focused company. We create experiences that matter, create new value and make a difference in people's lives. Pay Range: $28.00/hr - $30.00/hr The range shown represents a grouping of relevant ranges currently in use at Material. Actual range for this position may differ, depending on location and specific skillset required for the work itself. Equal Employment Opportunity All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other factors prohibited by law. Privacy Statement Material is committed to protecting privacy in our recruiting processes for all candidates. For more information, please refer to our Privacy Policy. California-resident applicants should also refer to our California-resident Candidate Privacy Statement. If you need support with a privacy-related matter, please send an email to: privacyrequests@materialplus.io

Senior Associate, Global Tracking This role is to be based near one of our offices in New York or Austin. About us: We drive intelligent growth for ambitious businesses and leading brands. Customer understanding is more potent and drives greater value when insights go to work directly within marketing and experience priorities. To give our clients that advantage, we put an insights-driven operating system at the core of our design, go-to-market and digital experience solutions. Material clients make smarter growth choices because they can see clearly how and when to take the shots that count. Together, we connect consumer intelligence with customer demand generation to build lasting, profitable relationships. About the Senior Associate, Global Tracking role As a Senior Associate, you will bring your understanding of consumers and a desire to influence business decisions to collaborate with like-minded professionals and support a project team. As a Senior Associate, Global Tracking, you will * Using your attention to detail, discretionary judgment and flexibility, you will manage projects that achieve high-quality client results for Fortune 500 companies and global industry leaders. * Write questionnaires, manage relationships, lead all aspects of data collection, address quality control issues with programs/data tables/reports and develop report charts * Manage time efficiently to supervise and execute project components, including meeting documents, survey instruments and data analysis for multiple projects at a time * Utilize analytical tools and thinking to discern data patterns and draw conclusions * Support the management of quantitative and qualitative research projects from kick off to delivery * Learn and adapt to cutting edge technologies in order to drive efficiency About you * You have a bachelor's degree and 2-3 years of professional experience in a related field * Capable of working independently with general supervision * You have an eye for detail and a high level of accountability * You have a positive mentality and a strong desire to grow your career * You have the ability to adapt to changing priorities in an effort to meet multiple project timelines and client needs * You are a strategic problem solver with strong analytical skills and natural curiosity * You enjoy intellectual challenges and working alongside like-minded peers * You have high level of initiative and an interest in growing as a leader and manager * You thrive in a team environment but also are capable of performing independently Who We Are & What We Care About * Material is a global company and we work with best-of-class brands worldwide. We also create and launch new brands and products, putting innovation and value creation at the center of our practice. Our clients are at the top of their class, across industry sectors from technology to retail, transportation, finance and healthcare. * Material employees join a peer group of exceptionally talented colleagues across the company, the country, and even the world. We develop capabilities, craft and leading-edge market offerings across seven global practices including strategy and insights, design, data & analytics, technology and tracking. Our engagement management team makes it all hum for clients. * A community focused on learning and making an impact. Material is an outcomes focused company. We create experiences that matter, create new value and make a difference in people's lives. Pay Range: $28.00/hr - $30.00/hr The range shown represents a grouping of relevant ranges currently in use at Material. Actual range for this position may differ, depending on location and specific skillset required for the work itself. Equal Employment Opportunity All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other factors prohibited by law. Privacy Statement Material is committed to protecting privacy in our recruiting processes for all candidates. For more information, please refer to our Privacy Policy. California-resident applicants should also refer to our California-resident Candidate Privacy Statement. If you need support with a privacy-related matter, please send an email to: privacyrequests@materialplus.io

Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. No matter your background, education, or career path, if you share our vision to create extraordinary experiences, you belong at HITT. Senior Associate, Virtual Construction Job Description: HITT Contracting is seeking a creative, dynamic, and results-driven Senior Associate of Virtual Construction to lead construction process evolution and provide effective virtual construction services on HITT's most complex projects. Responsibilities * The Virtual Construction Senior Associate will sit either in HITT's HQ or regional offices, working alongside a team of Virtual Construction professionals. * Creating federated coordination models and leading BIM coordination with our subcontractor partners, design teams, and client. Taking accountability for ensuring timely conflict resolution and leading our partners through the process in an organized and professional manner. * Performing reality capture services including but not limited to laser scanning (terrestrial and SLAM), drone and 360-degree ground image capture. * Performing and maintaining 4D schedules, working closely with our on-site Operations and scheduling teams, and completing animations for site logistics and sequencing. Qualifications * Bachelor's degree in relevant field (Construction Management, Building Science, Engineering, Architecture) or equivalent experience. * 3-6 years of practical experience in commercial construction, with at least 2 years of specific BIM/VDC process experience. * Proficiency in understanding construction documents, shop drawings, and other design communication tools. * Working knowledge of Revit, Navisworks, CM Builder, Synchro Pro, Adobe CC, Bluebeam, P6, and Microsoft Office. * Laser scanning experience with either terrestrial or SLAM scanning is ideal. * Demonstrated working knowledge of current BIM tools and VDC processes. * Excellent written and verbal communication skills. * Proven track record of successfully implementing virtual construction strategies on complex commercial projects. * Passion for learning and adoption of new technology. HITT Contracting is an equal opportunity employer. We are committed to hiring and developing the most qualified individuals based on job-related experience, skills, and merit. All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic. We value a respectful, inclusive workplace where everyone has the opportunity to succeed. HITT Contracting maintains a drug-free workplace, consistent with applicable local, state, and federal laws.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity. Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: • Personal trust services. • Estate services. • Philanthropic services. • Closely held asset management. • Real estate and loan asset management. • Oil, gas and mineral management. • Legacy trust services. • Special needs trust services. • Managed Individual Retirement Accounts (IRA). About this role: Wells Fargo is seeking a Senior Trust Associate in Estate Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: Lead operational support for fiduciary professionals to administer a book of complex fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law Demonstrate proficient understanding of fiduciary concepts and principles, including trust accounting and elements of a trust Execute on complex client requests, including money movement, investment implementation and ongoing account management Provide subject matter expertise and interpretation of procedures to less experienced team members Articulate Wells Fargo Trust's processes to internal partners Develop and maintain an in-depth understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers Proactively identify and mitigate fiduciary risks; recommend and implement process improvements Seek involvement with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service, and risk management Independently communicate with external clients and internal partners regarding client accounts Required Qualifications: 4+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management. Demonstrate a high level of organizational skills, including time and priority management. Collaborate effectively with relationship team members, client's advisors and other colleagues. Solutions-oriented and able to operate within a diverse, fast-paced environment. Strong communication skills. Intermediate Microsoft Office (Word, Excel, and Outlook) skills Experience in a client facing environment Customer service experience Administrative support experience Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems), Client Link Knowledge and understanding of estate, trust, or fiduciary administration Knowledge and understanding of account maintenance, processing, Know Your Customer (KYC) Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information in Client link or TMT Job Expectations: This position offers a hybrid work schedule This position is not eligible for Visa sponsorship Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting End Date: 14 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity. Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust services. * Managed Individual Retirement Accounts (IRA). About this role: Wells Fargo is seeking a Senior Trust Associate in Estate Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: * Lead operational support for fiduciary professionals to administer a book of complex fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law * Demonstrate proficient understanding of fiduciary concepts and principles, including trust accounting and elements of a trust * Execute on complex client requests, including money movement, investment implementation and ongoing account management * Provide subject matter expertise and interpretation of procedures to less experienced team members * Articulate Wells Fargo Trust's processes to internal partners * Develop and maintain an in-depth understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers * Proactively identify and mitigate fiduciary risks; recommend and implement process improvements * Seek involvement with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service, and risk management * Independently communicate with external clients and internal partners regarding client accounts Required Qualifications: * 4+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management. * Demonstrate a high level of organizational skills, including time and priority management. * Collaborate effectively with relationship team members, client's advisors and other colleagues. * Solutions-oriented and able to operate within a diverse, fast-paced environment. * Strong communication skills. * Intermediate Microsoft Office (Word, Excel, and Outlook) skills * Experience in a client facing environment * Customer service experience * Administrative support experience * Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems), Client Link * Knowledge and understanding of estate, trust, or fiduciary administration * Knowledge and understanding of account maintenance, processing, Know Your Customer (KYC) * Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information in Client link or TMT Job Expectations: * This position offers a hybrid work schedule * This position is not eligible for Visa sponsorship * Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting End Date: 14 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Our Private Equity Fund Services team is seeking to add a Senior Associate to their team! Baker Tilly's private equity fund services (PEFS) group provides comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services, and general back-office consulting for investment firms. * Records daily journal entries and reviews cash reporting * Assists in the preparation of periodic reporting packages (monthly, quarterly and/or annual, as required), including schedules to support the general ledger balances for management approval * Assists in the preparation of periodic (monthly, quarterly and/or annual, as required) financial statements for management approval * Assists in the calculation of management fees owed to the management Company for investment/portfolio management services provided to the Fund. * Prepares quarterly investor capital statements for management approval * Prepares capital call calculations and notices to investors for management approval, uploads the notices to the investor portal and monitors the receipt of funds * Prepares distribution calculation and notices to investors for management approval, uploads the notices to the investor portal and monitors the bank transfers * Prepares and reviews correspondence with client investors to address inquiries, as needed * Able to work with auditors and provide them with reports/support to assist them during audit * Manages client investor portals * Coordinates and completes special projects, as directed by management * Performs other duties as assigned Qualifications * BA/BS in Accounting or related field required * CPA license (or in process) preferred * 3+ years of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting) * Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required * Must have strong research and analytical skills and current knowledge of US GAAP and/or IFRS * Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients * Strong organizational skills with excellent attention to detail * Requires ability to work both in team environment and independently * Eagerness to learn and strong work ethic * Must be able to work in a fast-paced environment and handle multiple priorities and deadlines * Knowledge of Investran or other partnership accounting software a plus #LI-AB1 #LI-Hybrid

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. The Sr. Payroll Associate is a key member of the HR Global Payroll team, responsible for supporting payroll processing across the Americas and Asia Pacific regions. Reporting to the VP, Global Payroll Manager, this role supports timely, accurate and compliant payroll operations for multiple countries, including system enhancements and process improvements. Primary responsibilities (including the following, other duties may be assigned) * Support the timely and accurate processing of monthly payrolls for 3-4 countries in the Asia Pacific region and operational support for payrolls in the Americas. * Perform regular data and system audits to ensure data integrity and compliance. * Collaborate with payroll team and vendors to identify system enhancements, formulate requirements and participate in testing. * Partner with cross-functional teams (HR, Accounting, Finance, IT, etc.) to identify and implement process improvements, driving operational excellence and risk mitigation. * Respond to payroll inquiries from management, employees and third party vendors in a professional and timely manner. * Assist the Payroll Manager with Workday and ADP systems projects, including business process changes and system implementations. * Stay current on payroll regulations, compliance requirements and best practices. * Provide operational support during cross-training initiatives and payroll-related projects. Qualifications * Minimum of 4+ years of HR and international payroll experience, with specific experience in U.S. and Asia Pacific payrolls. * Hands-on experience with payroll systems such as Workday Payroll, ADP Streamline and/or ADP Celergo; including exposure to system implementations and conversions. * Strong analytical, organizational and problem-solving skills, with keen attention to detail. * Self-motivated, proactive and capable of working independently in a dynamic environment. * Excellent written and verbal communication skills, with the ability to collaborate effectively across global teams. * Proficiency in Microsoft Excel (pivot tables, VLOOKUP, etc.). * Demonstrated ability to handle confidential information with discretion and professionalism. * Knowledge of payroll best practices, federal and state regulations. * Strong interpersonal skills, negotiation abilities and adaptability. * Experience with expatriate and partnership payroll administration a plus. Education and Certifications * Bachelor's degree required. * Certified Payroll Professional (CPP) or similar HR/payroll certification a plus. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate Range: $ 48.08 - $ 54.09 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.