Healthcare Financial/Actuarial Senior Associate
Senior associate job in Tampa, FL
As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry.
* Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables
* Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools
* Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region
* Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
* Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
* Communicates complex financial/actuarial/analytic results to effectively drive client action
* Partners with Global Delivery Centers and Client Service teams to deliver superior project management
* Build strong relationships internally and collaborate effectively on cross-functional teams
Qualifications
* 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company
* Advanced knowledge of health and welfare products & services
* Experience with big data analytic techniques preferred
* Advanced knowledge of underwriting and funding concepts
* Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget
* Desire and ability to expand relationships with clients
* Proven ability to identify and resolve issues with limited information and experience
* Polished and well developed written and verbal communication skills
* Self-starter attitude and ability to work independently and as part of a team
* Strong analytical, creative and integrative skills
* Ability to direct work of more junior colleagues and provide feedback
* Excellent Microsoft Office skills, particularly in Excel and PowerPoint
* State Life and Health license required within 90 days of joining
* Relevant financial experience and/or university degree
* Progress towards completion of health actuarial designation or CEBS designation (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
* Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
Healthcare Financial/Actuarial Senior Associate
Senior associate job in Tampa, FL
As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry.
Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables
Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools
Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region
Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
Communicates complex financial/actuarial/analytic results to effectively drive client action
Partners with Global Delivery Centers and Client Service teams to deliver superior project management
Build strong relationships internally and collaborate effectively on cross-functional teams
5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company
Advanced knowledge of health and welfare products & services
Experience with big data analytic techniques preferred
Advanced knowledge of underwriting and funding concepts
Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget
Desire and ability to expand relationships with clients
Proven ability to identify and resolve issues with limited information and experience
Polished and well developed written and verbal communication skills
Self-starter attitude and ability to work independently and as part of a team
Strong analytical, creative and integrative skills
Ability to direct work of more junior colleagues and provide feedback
Excellent Microsoft Office skills, particularly in Excel and PowerPoint
State Life and Health license required within 90 days of joining
Relevant financial experience and/or university degree
Progress towards completion of health actuarial designation or CEBS designation (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (
Washington State only
)
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
Auto-ApplyHealthcare Financial/Actuarial Senior Associate
Senior associate job in Tampa, FL
As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry.
Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables
Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools
Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region
Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
Communicates complex financial/actuarial/analytic results to effectively drive client action
Partners with Global Delivery Centers and Client Service teams to deliver superior project management
Build strong relationships internally and collaborate effectively on cross-functional teams
5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company
Advanced knowledge of health and welfare products & services
Experience with big data analytic techniques preferred
Advanced knowledge of underwriting and funding concepts
Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget
Desire and ability to expand relationships with clients
Proven ability to identify and resolve issues with limited information and experience
Polished and well developed written and verbal communication skills
Self-starter attitude and ability to work independently and as part of a team
Strong analytical, creative and integrative skills
Ability to direct work of more junior colleagues and provide feedback
Excellent Microsoft Office skills, particularly in Excel and PowerPoint
State Life and Health license required within 90 days of joining
Relevant financial experience and/or university degree
Progress towards completion of health actuarial designation or CEBS designation (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (
Washington State only
)
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
Auto-ApplyTransaction Advisory Services Sr. Associate
Senior associate job in Tampa, FL
Job DescriptionSalary:
LCG Advisors is a leading advisory firm specializing in loan and investment due diligence, investment banking, risk mitigation, and other select advisory services.
Founded in 2003, LCG has developed a reputation for consistently exceeding client expectations with a very high level of integrity and professionalism. LCG's team of 130+ professionals work in conjunction with business owners, financial institutions, and active investors to assist them with the changes that occur during all phases of their business or personal lifecycle. Our clients rely on us as their trusted advisors, and we take that responsibility very seriously.
LCG Advisors is looking for a Senior Associate in our Transaction Advisory Services group to assist in delivering due diligence products to their clients.
Primary Responsibilities:
Participate in both buy-side and sell-side financial due diligence engagements for private equity groups, family offices, mezzanine funds, corporations, lenders, and other investment vehicles, and assist in preparing the final reports.
Perform quality of earnings and related financial analysis including: compiling and maintain request lists, monitoring the data room and ensure all data is within our internal data room, performing analyses of income statements and balance sheets, reconciling and analyzing operating cash flows, etc.
Understand and analyze the financial operations of target companies to understand and help quantify the potential impact to purchase/sale price and help the relevant stakeholders better understand the business's operations.
Communicate and assist engagement leads throughout the diligence process for each project
May work with other Transaction Advisory divisions
Qualifications & Experience:
Bachelor's Degree in Accounting or Finance (required); Masters (preferred)
Current CPA license (preferred)
Big 4 or Public accounting or transaction advisory experience (required)
2-4 years of direct work experience
Excellent verbal and written communication skills
Strong analytical skills with a willingness to learn new things
Naturally inquisitive on all topics relating to transactions and company and industry dynamics
Attention to detail
Ability to meet strict deadlines
Advanced proficiency in Microsoft Office Excel and PowerPoint
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Flexibility for travel (up to 10 %)
Currently, LCG Advisors does not intend to hire candidates who will need, now or in the future, LCG sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN.
The firm offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation can vary based upon on role, hiring location, and qualifications. For additional information on LCGs total rewards, visit our website at*********************************
LCG Advisors is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
University of South Florida - Senior Associate Dean of Graduate Nursing Education
Senior associate job in Tampa, FL
University of South Florida Senior Associate Dean of Graduate Nursing Education Academic Career & Executive Search is pleased to assist University of South Florida's College of Nursing in its search for Senior Associate Dean of Graduate Nursing Education.
The University of South Florida (USF) College of Nursing, Florida's largest producer of graduate nurses and home to the state's top-ranked Master of Science in Nursing program, seeks a visionary Senior Associate Dean of Graduate Nursing Education (Senior Associate Dean). This entrepreneurial role offers the opportunity to lead and expand master's and DNP programs, develop innovative offerings beyond the traditional nurse practitioner focus, and mentor faculty in a well-resourced, high-growth environment. With strong clinical partnerships, robust simulation resources, and a supportive leadership team, the College provides a platform to shape the future of graduate nursing education in the Tampa Bay region and beyond.
Reporting directly to the Dean, the Senior Associate Dean will serve as the operational head of graduate programs, providing vision, strategic direction, and driving programmatic excellence. The ideal candidate will be an experienced faculty mentor and program developer who brings strong business acumen to connect enrollment, revenue, and sustainability. This is a chance to take an already strong graduate enterprise to the next level and help define the future of nursing education in one of the nation's most vibrant healthcare markets.
Serving more than 2,400 students annually, the USF Health College of Nursing leads in graduate in nursing education and is one of the most prominent nursing schools in Florida. Its Master of Science in Nursing (MSN) program has been ranked No. 1 among public Florida universities for four consecutive years and is now No. 23 nationally (U.S. News & World Report, 2025). The College maintains a 97% NCLEX-RN pass rate, reflecting excellence in student preparation and curriculum design. With extensive clinical partnerships, a respected community presence, and robust simulation and staffing support, the College offers an ideal platform for the next phase of growth.
USF itself is on a rapid ascent. As a recently admitted member of the Association of American Universities (AAU), USF is one of the most dynamic public research universities in Florida, combining a bold vision for growth with a strong commitment to community engagement and globally relevant scholarship. A $33 million expansion, including a new state-of-the-art simulation and learning facility scheduled to open in Fall 2026, will further expand capacity and strengthen training infrastructure. Amid this exciting time, the Senior Associate Dean will play a central role expanding programs beyond the nurse practitioner focus, launching innovative offerings aligned with market needs, and ensuring sustainable growth.
KEY RESPONSIBILITIES
Serve as the operational leader providing oversight of graduate nursing education and provide vision, leadership, and strategic direction to all graduate-level nursing programs (master's and DNP), with a focus on long-term academic growth, innovation, and programmatic excellence as well as developing meaningful joint programming between the PhD and DNP curricula.
Align graduate nursing education with the institution's strategic goals, market trends, national standards, and local to global healthcare needs.
MINIMUM QUALIFICATIONS
Doctoral degree from an accredited institution with a demonstrated record of achievement in teaching, academic research, and service.
DNP or PhD in Nursing from an accredited institution; or PhD in another health-related field with a master's in nursing from an accredited institution.
Eligible for Florida nursing licensure with specialty certification as an advanced practice nurse.
A sustained program of scholarly activity commensurate with rank.
Eligible for appointment as associate or full professor rank upon hire, based on research/scholarship, teaching, and service record.
Evidence of progressive leadership positions in academic nursing.
Demonstrated commitment to student success and excellence in graduate education.
PREFERRED QUALIFICATIONS
Expertise in mentoring teaching faculty and building teams.
Expertise in grant writing to support graduate education.
Experience establishing clinical partnerships.
Financial management skills.
Evidence of leadership in the profession of nursing.
Working at USF
With approximately 16,000 employees, the University of South Florida is one of the largest employers in the Tampa Bay area. In 2025, Forbes recognized USF as one of Florida's best, large employers, ranked No. 1 among the state's 12 public universities. First-class benefits package includes medical, dental and life insurance plans, retirement plan options, employee and dependent tuition programs, generous leave, and hundreds of employee perks and discounts.
About USF
The University of South Florida is a top-ranked research university serving approximately 50,000 students from across the globe at campuses in Tampa, St. Petersburg, Sarasota-Manatee and USF Health. USF is recognized by U.S. News & World Report as a top 50 public university and the best value in Florida. U.S. News also ranks the USF Health Morsani College of Medicine as the No. 1 medical school in Florida and in the highest tier nationwide. USF is a member of the Association of American Universities (AAU), a group that includes only the top 3% of universities in the U.S. With an all-time high of $738 million in research funding in 2024 and as a top 20 public university for producing U.S. patents, USF uses innovation to transform lives and shape a better future. The university generates an annual economic impact of more than $6 billion. USF's Division I athletics teams compete in the American Athletic Conference. Learn more at www.usf.edu.
About USF College of Nursing
The University of South Florida College of Nursing is a nationally recognized leader in nursing education, research, and clinical practice. Serving more than 2,400 students annually across bachelor's, master's, DNP, and PhD programs, the College is consistently ranked among the nation's best-its Master of Science in Nursing program holds the No. 1 ranking among public Florida institutions and is ranked No. 23 nationally by U.S. News & World Report. With more than 1,000 clinical partners and over 110,000 clinical hours completed each year, students gain extensive real-world experience that drives strong outcomes, including NCLEX pass rates above state and national averages. Guided by its mission of excellence, innovation, inclusion, and respect, the College is advancing health care locally and globally, supported by a $33 million facility expansion-including a new simulation and learning center set to open in 2026-to prepare the next generation of nursing leaders.
Living in the Area
Tampa offers a compelling blend of urban energy and coastal charm. With warm, sunny weather for much of the year, it's ideal for spending time outdoors. Tampa offers the perfect blend of professional opportunity and lifestyle advantages. The city is known for its sunshine and outdoor recreation - from kayaking on the Hillsborough River and biking along Bayshore Boulevard to quick getaways at nearby Gulf beaches. Tampa also boasts rich cultural attractions, including the Straz Center for the Performing Arts, the Tampa Museum of Art, and the lively historic district of Ybor City, alongside family favorites like Busch Gardens and the Tampa Riverwalk.
Getting in and out of the region is simple, with Tampa International Airport offering over 100 nonstop routes just minutes from downtown, plus easy access to St. Petersburg-Clearwater International Airport. The area provides diverse living options, from urban neighborhoods to family-friendly suburbs, with housing costs that remain more affordable than many other major U.S. metro areas.
For USF employees, there are added benefits: access to on-campus recreation and wellness programs, proximity to top hospitals and healthcare systems for collaboration, and the chance to be part of a university that continues to climb in national rankings. Tampa's mix of career opportunities, cultural life, and coastal living makes it an exceptional place to call home.
To Apply
Please apply through the application link and do not email applications.
Applications will be reviewed as they are received and should include a cover letter and curriculum vita. Ideally cover letters should not exceed two pages. All applications are treated confidentially.
Inquiries, referrals, and nominations are also treated confidentially.
Inquiries and questions: Please send to USFSeniorAD@acesrch.com.
Nominations and referrals: Please send the nominee's name, title, and contact information if available to nominations@acesrch.com.
Institutional Information
Compliance and Federal Notices
This position may be subject to a Level 1 or Level 2 criminal background check.
Applicants have rights under Federal Employment Laws:
Family and Medical Leave Act (FMLA)
Applicants for USF employment are entitled to request reasonable accommodation(s) in the application process. A request is to be made at least five (5) working days prior to the time the accommodation(s) is needed. Visit the Central Human Resources ADA Accommodations webpage for more information on requesting an accommodation during the application/interview process.
IS Analyst Senior Associate - Digital Workplace (JP100102)
Senior associate job in Tampa, FL
Employment Type: Contract Business Unit: Digital Workplace Solutions Duration: Initial 3 months with likely extensions Note: Onsite 3 days per week, Tampa Fl.
3 Key Consulting is hiring a Sr Associate IS Analyst for a consulting engagement with our direct client, a leading global bio-pharmaceutical company.
Job Summary:
Member of IT team responsible for
Supporting the Deskside Services team in US / USTO (Thousand Oaks, Ca.) and work under supervision of US Deskside Service Staff to support USTO end user devices. Specific focus is required on device handling / IMAC (Install-Move-Add-Change) activities (such as onboarding new users / termination of users)
Guiding/monitoring (outsourced) activities to make sure new hires receive their devices in time when joining the client
Guiding/monitoring (outsourced) activities on device retrieval in case of terminations
Support US Deskside Service Staff on new upcoming M&A activities.
Supervise End User outsourced partner on device/asset activities such as handling new device deliveries, device quarantining, disposal and return to vendor activities.
Day to Day monitoring on (outsourced) deskside service performance on ticket/SLA compliance (incident, request and asset management.)
Support deskside projects and provide guidance and direction to (outsourced) deskside support staff where needed.
Basic Qualifications: Bachelors degree or Associates with 4-6 YOE with user desk side support
Top Must have Skill Sets:
Ability to work in a fast-paced, highly technical environment.
Excellent customer service skills with expertise in troubleshooting, diagnosing and solving complex problems
Experience delivering end user & desktop support services within regional or global companies required
Familiarity with supporting multiple device platforms - Windows, iOS, MacOS
Working knowledge of ITIL methodologies and systems
Experience successfully leading or delivery projects that impact an entire organization.
Employee Value Proposition:
The person in this role will support insourcing of client's patient contact center insourcing process. You will gain skills delivering user support and day to day management of services.
Red Flags:
1) No end user, deskside or technical support services background
2) Lack of strong interpersonal communication skills
Interview Process:
Phone screening followed by Panel interview
We invite qualified candidates to send your resume to *****************************. If you decide that you're not interested in pursuing this position, please feel free to look at other positions on our website *********************** You are welcome to also share this posting with anyone you think might be interested in applying for this role.
Regards, 3KC Talent Acquisition Team
Easy ApplySenior Corporate Associate (Mergers & Acquisitions) - Tampa
Senior associate job in Tampa, FL
Job DescriptionDirect Counsel is representing a well-known Am Law 100 firm seeking a Senior Corporate Associate (Mergers & Acquisitions) for its Fort Lauderdale or Tampa office.
Senior Associate - Corporate (M&A)
Compensation: Competitive, based on experience, with full benefits package.
Position Summary:
This is an exciting opportunity for a senior-level associate (6-8+ years) to join a leading Corporate Practice focused on Mergers and Acquisitions. The ideal candidate will manage sophisticated transactions, lead deal teams, and work directly with clients across a wide range of industries including healthcare, technology, infrastructure, insurance, education, manufacturing, retail, hospitality, and financial services. This role is well-suited for attorneys who thrive in high-stakes environments and excel at balancing strategic business and legal considerations.
Key Responsibilities:
Lead M&A transactions from inception to closing, including structuring, negotiation, and execution.
Serve as primary client contact, providing legal and strategic guidance.
Supervise and mentor junior associates and paralegals.
Collaborate with tax, regulatory, IP, and finance specialists to address complex transactional matters.
Draft and negotiate principal transaction agreements.
Manage post-closing issues such as purchase price adjustments, integration, and disputes.
Qualifications:
Juris Doctor (J.D.) from an accredited law school.
Admission to the Florida Bar.
6-8+ years of corporate transactional experience, with a strong focus on M&A.
Proven ability to independently manage all phases of transactions.
Excellent leadership, client management, and communication skills.
Preferred Qualifications:
Experience with cross-border or multi-jurisdictional transactions.
Representation of private equity funds and portfolio companies.
Established professional network in the South Florida market.
Application Materials:
Resume and law school transcript(s) required.
Compliance - GFCC Monitoring/Testing - Senior Associate
Senior associate job in Tampa, FL
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 realworld 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-inclass
As a Monitoring/Testing Senior Officer - Associate in the Global Financial Crimes Compliance (GFCC) and Compliance Conduct and Operational Risk (CCOR) Testing Team, you will be responsible for the execution of testing activities by the CCOR M&T team, partnering closely with CCOR Officers globally. You will report into the North America GFCC Testing Manager. which functions within the firm's Second Line of Defense and provides Compliance, conduct, and operational risk testing coverage aligned to the Firm's lines of business and Corporate Functions.
CCOR Monitoring and Testing (M&T) activities represent an independent evaluation by the second line of defense of the first line of defense's compliance with laws and regulations, as well as internal policies, standards, and procedures. CCOR Testing is a risk-based, point-in-time evaluation of the design adequacy and execution effectiveness of controls and the output of processes. CCOR's testing program is executed using both automated and manual testing activities. CCOR Testing is based on targeted control evaluation of Compliance, conduct, and operational risk
Job responsibilities
Research, plan and lead detailed reviews, in accordance with the CCOR M&T Program and within required testing timeframes;
Prepare clear, concise and organized workpapers to document and support work performed, and conclusions reached;
Acquire and analyze data from multiple sources and systems to reach and support conclusions;
Identify potential, or actual weaknesses, in controls, processes, and procedures;
Write test reports that effectively communicate testing objectives, processes, methodologies, and results to senior management, business control managers, and other relevant functions;
Communicate status of ongoing reviews to relevant Business, CCOR Officers, and Technology partners while conducting detailed evaluations of i) internal controls, ii) policies, iii) procedures, and iv) processes that mitigate risks and reasonably ensure adherence to applicable regulations, legal obligations, and business requirements;
Validate previously identified issues to confirm they were effectively remediated.
Partner with M&T teams in in other regions to ensure global testing consistency and promote adherence to testing standards and requirements;
Document information relating to testing reviews completed, issues identified, outstanding action plans and progress against plan;
Produce clear, well thought through reporting/presentation decks for internal CCOR stakeholders and,
Participate in special projects to enhance CCOR M&T processes and practices.
Required qualifications, capabilities, and skills
Understanding of control frameworks and risk assessment analysis.
Ability to produce clear, concise reporting related to the status of in progress and upcoming planned reviews.
Experienced business writer with proven ability to provide clear and concise descriptions of work performed and conclusions reached.
Detail-oriented, robust analytical, investigative and problem-solving skills.
Flexible to changing business priorities and ability to multitask in a constantly changing environment.
Ability to work both independently and collaboratively within a team environment.
Ability to manage multiple assignments simultaneously with minimal supervision.
Strong interpersonal, communication, and organizational skills.
Ability to interact with all levels of personnel within the corporate framework.
Ability to manage challenging issue socialization conversations with multiple stakeholders including senior audiences.
Preferred qualifications, capabilities, and skills
Two or more years of relevant compliance/operational risk testing, regulatory, examination, or Internal Audit experience.
Two or more years' experience in Know Your Customer (KYC), Anti-money Laundering (AML), OFAC and Sanctions
BSA/AML and OFAC experience conducting regulatory examinations, compliance/operational risk testing, or internal audits of complex financial institutions is preferred.
Proficient in MS Teams, Microsoft Word, Excel and PowerPoint
Auto-ApplySenior Associate, Assurance
Senior associate job in Tampa, FL
Description & Requirements The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements.
What You Will Do:
* Perform detailed audit procedures over various income statement and balance sheet accounts
* Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks
* Deliver exceptional client service that exceeds expectations through timely, unmatched support while cultivating strong relationships as a trusted advisor and partner in their success
* Collaborate proactively with key client management to identify issues and recommend practical solutions.
* Take ownership of assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes
* Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation.
* Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge
* Support the proposal process for prospective clients by contributing insights and helping articulate the firm's capabilities and areas of expertise
* Collaborate on Forvis Mazars-sponsored technical publications and contribute to internal learning and development sessions to share knowledge and foster team growth
* Represent the firm at campus recruiting events, engaging with top-tier university talent to promote the company's brand, share career opportunities, and support early talent acquisition initiatives
Minimum Qualifications:
* Bachelor's Degree in Accounting or related field
* 2+ years of relevant audit experience
* Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy.
* Proficiency in Microsoft Office Suite
* Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Preferred Qualifications:
* Master's Degree in related field
* Current and valid CPA (Certified Public Accountant) license
* Experience with Caseware software for financial reporting and audit documentation
#LI-TPA
#LI-CW1
CAS Senior Associate
Senior associate job in Saint Petersburg, FL
Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don't just work with numbers-we work with people, building lasting relationships and delivering strategic solutions in accounting, tax, advisory, and wealth management.
At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.
We're committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.
Your Journey
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm's success through collaboration, exceptional service, and continuous growth.
Position Summary:
Your Impact (Essential Duties):
Perform, supervise, and review complex accounting tasks, including reconciliations, journal entries, coding expenses, bill payments, and accounts receivable for multiple entities
Oversee annual accounting procedures to prepare records for tax preparation, 1099s, and tangible personal property returns
Prepare and review compilations on a monthly, quarterly, or annual basis based on client requirements
Identify material misstatements and evaluate inconsistencies in financial reports
Prepare client cash flow forecasts and monitor engagement performance against budgets
Analyze organizational structures and financial impacts to ensure accurate accounting
Train and review work for associates, providing constructive feedback to foster growth
Communicate effectively with team members and clients to address project statuses and inquiries
Contribute to team efforts through collaboration, volunteering support, and knowledge sharing
Participate in professional development through training sessions and independent learning
Manage multiple engagements and prioritize tasks to meet deadlines
Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity
Your Background:
3-5 years of experience in general accounting
CPA license or eligible (preferred)
Bachelor's degree in accounting or related field
Strong understanding of complex accounting principles, including GAAP and financial reporting frameworks
Proficiency in learning and using accounting software and related tools
Excellent verbal and written communication skills for collaboration and client interactions
Strong organizational skills and attention to detail
Accurate mathematical and financial analysis skills
Ability to work independently while also coaching newer team members and seeking support from leadership as needed
Analytical thinking to identify and address inconsistencies in financial reporting
Demonstrated problem-solving skills where solutions are proactively proposed to relevant parties
Proactive approach to delivering a high-quality customer experience in a multi-client environment
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Why Choose Us?
We are invested in your career and are dedicated to helping you climb the ranks. While we work hard, we also truly value our life outside of work and offer flexible arrangements to give you the ability to manage both your personal life and professional career.
Our benefits include:
Paid time off
Medical, dental, vision, std/ltd, and life insurance
401(k) plan
Paid holidays
Holiday break from December 24-January 1
Paid Parental Leave after 1 year of service
Mentorship program
Spontaneous activities organized by the firm
End of busy season celebrations and holiday parties
Auto-ApplyInstitutional Professional Service Senior Associate
Senior associate job in Saint Petersburg, FL
Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.
About The Role & Team
Webull is looking for a driven professional to join its rapidly expanding Institutional team. In this role, you'll have the opportunity to partner with introducing brokers, banks, hedge funds, and financial advisors, delivering best-in-class service and helping them succeed on our platform. Together, we aim to build lasting partnerships and create a seamless client experience while driving the growth of our global products and services.
In This Role, You Will
* Act as the primary client service lead for Webull's institutional clients-introducing brokers, hedge funds, asset managers and financial advisors.
* Provide expert support and resolution for inquiries related to accounts, trades, margin, funding, asset transfers, statement reconciliation, corporate actions, and more.
* Manage seamless coordination and escalations across internal teams, including trading operations, compliance, tech, and product, ensuring timely resolution and clear communication.
* Deliver onboarding support for new institutional clients, including system walkthroughs, documentation, training, and post-launch follow-up.
* Drive system implementation and process automation initiatives to improve how institutional client requests and service workflows are tracked, routed, and resolved.
* Design and build scalable operational workflows and service infrastructure to support institutional client growth.
* Develop onboarding and training material to ensure operational readiness and consistency across client-facing teams.
* Define, measure, and optimize KPIs and performance metrics to track service delivery quality, client onboarding timelines, and support SLAs.
* Support ad hoc institutional initiatives-client communication campaigns, training sessions, market research, or product testing as business needs arise.
The Skills You Bring
* Bachelor's degree in finance, business, economics, or a relevant field.
* At least 6 years of experience at a financial institution, brokerage, or asset manager in a client service, operations, or similar role.
* Exceptional client-facing communication-both written and verbal-paired with composure under pressure.
* Familiarity with institutional trading operations and one or more asset classes-including but not limited to equities, ETFs, options, or futures.
* Strong analytical skills and the ability to navigate complex systems and processes in a fast-paced environment.
* Strong proficiency with productivity tools (e.g. Excel, ticketing systems like JIRA/Confluence, CRM platforms).
* Experience in team leadership, process design, and KPI development.
What Makes You Stand Out
* Licensing/certification relevant to your region (e.g. Series 7/24/63/66 in the U.S., or equivalent) or the ability/willingness to obtain within a short timeframe.
* Experience working in or with global markets, regulatory regimes, and institutional client segments.
* Proficiency in additional languages (e.g., Mandarin, Cantonese)-a plus depending on client base and geographic coverage.
Why Webull?
Webull is more than a fintech company-we're a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.
Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:
* Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
* Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
* Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
* Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
* Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
* Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
This role is based in our St Pete Global HQ (200 Carillon Pkwy, FL), where in-person collaboration fuels growth, mentorship, and innovation.
EEOC Statement
Webull is an equal opportunity employer. We're committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.
Valuations Senior Associate
Senior associate job in Tampa, FL
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we're committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Summary:
Frazier & Deeter is currently seeking a Valuation Services Senior Associate. This role will provide the selected individual with the opportunity to work on a variety of projects pertaining to financial modeling and analysis to help clients.
Our professionals have one goal in mind when working with clients - to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.
Duties/Responsibilities:
Design and work with financial models for discounted cash flow, market multiple, market transaction and option pricing analyses.
Business enterprise valuations, intellectual and intangible property valuations, business unit and asset impairment valuations, and stock option valuations for multiple industries.
Perform valuation analysis on a wide range of privately-held and public entities within various industries using accepted and relevant approaches and theory.
Gather data pertinent to the engagement through direct client interaction and client site visits.
Assist in preparing and presenting analysis results in a clear and concise manner.
Contribute to the development of proposals, presentations, and publications communicated to current and prospective clients.
Perform in-depth client, industry, market, and competitor research.
Be a key resource for other practices within the firm including tax, audit, and other advisory areas.
Education and Experience:
Bachelor's or Master's degree in Finance, Accounting, Economics, Management (with a concentration in Finance) or MBA from an accredited college or university.
A minimum of 2 years of experience in the following areas: business valuation projects for financial reporting, tax compliance, litigation purposes, and others; valuing intangible assets and intellectual property; valuing stock options and other financial derivatives; discounted cash flow models, comparable company and transactions, Monte Carlo models, PWERM models, Black-Scholes models.
Computer proficiency and ability to maximize applications such as Microsoft Word and Excel.
Strong analytical, comprehension and problem solving skills.
Strong verbal and written communication skills - effectively communicate and work with clients who include corporate executives, lawyers, and other key decision makers .
Demonstrated leadership experience and strong personal integrity.
Ability to prioritize tasks, work on multiple assignments and manage rapidly changing assignments in a team environment
#LI - hybrid
Auto-ApplyPayments Business Transformation- Senior Associate
Senior associate job in Tampa, FL
JobID: 210669875 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $80,800.00-$135,000.00 Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation.
As a Senior Business Transformation Associate on the Revenue Management Data Analytics team, you will be responsible for creating benchmark prices for targeted products for the annual Price Event as well as maintaining the Intranet Deal Model (IDM) Deal Screen (Benchmark & Approval Report). You will also be responsible for supporting the rest of the Data Analytics Team's reporting responsibilities.
The C&IB Revenue Management Data Analytics team. The C&IB Revenue Management team focuses on the optimization of revenues across the Account Analysis product suite. The team is responsible for executing the annual Price Event as well as well as supporting the entire Revenue Managements data and reporting needs.
Job responsibilities
* Support the Deal Review Excel model
* Calculate/maintain/present benchmarking data models
* Interact with external vendor to obtain data needed for analysis
* Support annual Price Event including data mining, price change modeling, testing, reporting and implementation. Each stage involves extensive analytical review and presentation of summary results
* Perform ad hoc analytical projects
Required qualifications, capabilities, and skills
* Experience with Excel, Access, SQL, or Alteryx.
* Experience with Excel Visual Basic for Applications (VBA)
* Experience creating and maintaining macros and complex formulas that use numerous functions in Excel (index, xlookup, range, min, max, etc,)
* Strong analytical and problem-solving skills
* Ability to adapt to a fast-paced environment and meet time sensitive deadlines
* Excellent written and verbal communication skills
* Excellent organizational skills with the ability to multitask and prioritize time sensitive deliverables
* Strong attention to detail and accuracy
* Experience with quality assurance processes and documentation
Auto-ApplySenior Corporate M&A Associate - Fort Lauderdale or Tampa Office
Senior associate job in Tampa, FL
Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a senior level Associate (6 - 8+ years) in the Corporate Practice, Mergers, and Acquisitions group, of our Tampa office. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the Am Law Global 100; the Corporate Associate will have the opportunity to work with clients, large and small, from a variety of industries across the country. This is a full-time position based in Tampa. This role is ideal for a candidate who thrives on managing sophisticated transactions, leading deal teams, and working directly with clients on strategic initiatives. Our team handles deals across industries including healthcare, technology, infrastructure, insurance, education, manufacturing, retail, hospitality, and financial services, leveraging GTs global platform to deliver seamless, full-service counsel.
What Your Day May Look LikeLeading M&A transactions from inception to closing, including structuring, negotiation, and execution.
Serving as primary contact for clients, advising on legal, strategic, and business considerations.
Supervising and mentoring junior associates and paralegals in all phases of deal work.
Coordinating with specialists in tax, regulatory, IP, and finance to address complex transactional issues.
Handling high-stakes negotiations and drafting principal transaction agreements.
Managing post-closing matters, including purchase price adjustments, integration issues, and dispute resolution.
Qualifications
J.D. from an accredited law school.
Excellent academic credentials.
Admission to The Florida Bar.
6-8+ years of corporate transactional experience, with a strong focus on M&A, at a leading law firm.
Demonstrated ability to independently manage all aspects of a transaction.
Excellent leadership, communication, and client management skills.
Preferred Qualifications
Significant experience with cross-border and multi-jurisdictional transactions.
Prior representation of private equity funds and portfolio companies.
Strong network of business contacts in the Florida market.
Application documents
Resume and law school transcripts are required.
Why Greenberg Traurig - Tampa?Access to high-caliber work with the resources of an international Am Law 100 firm.
Collaborative, entrepreneurial culture that values initiative and client service.
Join a fast-growing market - Florida is one of the nations' fastest-growing markets.
Tampa lifestyle-enjoy the area's beaches, vibrant cultural scenes, professional sports, and year-round sunshine while working on sophisticated, market-leading deals.
Opportunities for career growth and cross-office collaboration across GT's 45+ locations worldwide.
For all agencies interested in submitting candidates, please email ********************. P
lease note that an agreement must be in place before we can review any candidates.
GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.
Auto-ApplyPayments Advisory Delivery - Client Solutions Senior Associate
Senior associate job in Tampa, FL
Shape the future of advisory delivery
by developing solutions that expand insights, optimize execution, and enhance the client experience. Become part of a dynamic team leading innovation in treasury and payments, overseeing comprehensive delivery processes, coordinating dependencies, and collaborating with diverse stakeholders.
As a Client Solutions Senior Associate within the Payments Advisory Delivery team, you will support content and sales enablement initiatives across Latin America and globally. You will work closely with the Vice President and broader advisory, sales, marketing, and research teams to help deliver high-quality materials, insights, and tools that drive commercial impact and client engagement.
Job responsibilities
Support the development, organization, and distribution of content and materials that enable sales and advisory teams.
Assist in the creation and maintenance of internal and client-facing deliverables aligned to strategic advisory themes.
Help manage content libraries and internal platforms, ensuring materials are current, consistent, and accessible.
Coordinate logistics and support for internal enablement sessions, client forums, and advisory events.
Collaborate with the Research & Analytics team to transform insights into digestible content and visual materials.
Partner with the LATAM Coverage Advisory team to tailor content and support client engagement across the region.
Assist with internal communication activities such as newsletters, updates, and knowledge-sharing efforts.
Monitor usage of content and tools, track feedback, and identify areas for improvement in delivery.
Support feedback collection from sales and coverage teams through surveys and debriefs, contributing to continuous refinement.
Contribute to project tracking, reporting, and overall content governance processes.
Required qualifications, capabilities, and skills
3+ years of experience in financial services, consulting, or payments, with exposure to content development, strategy, or enablement.
Strong written and verbal communication skills in English and Spanish or Portuguese.
Highly organized with strong attention to detail and the ability to manage multiple priorities.
Experience working in or supporting cross-functional teams in a fast-paced, global environment.
Proficient in PowerPoint and Excel; experience with content management or tracking tools
A proactive mindset, with a desire to learn and grow in a dynamic advisory environment.
Auto-ApplyHealth and Benefits Senior Associate
Senior associate job in Tampa, FL
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
Providing benefit enrollment support, including preparing materials and presentations, verifying policy and plan information, and updating internal systems as necessary.
Ensuring client compliance adherence by managing completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions and certificates.
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
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
Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified
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 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 (only included for Washington roles)
Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
Auto-ApplyHealth and Benefits Senior Associate
Senior associate job in Tampa, FL
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
* Providing benefit enrollment support, including preparing materials and presentations, verifying policy and plan information, and updating internal systems as necessary.
* Ensuring client compliance adherence by managing completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions and certificates.
* 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
* 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
Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified
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 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 (only included for Washington roles)
* Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
Health and Benefits Senior Associate
Senior associate job in Tampa, FL
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
Providing benefit enrollment support, including preparing materials and presentations, verifying policy and plan information, and updating internal systems as necessary.
Ensuring client compliance adherence by managing completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions and certificates.
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
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
Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified
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 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 (only included for Washington roles)
Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
Auto-ApplySenior Associate, Audit
Senior associate job in Tampa, FL
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grows every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Description:
Frazier & Deeter's audit and assurance team is currently searching for an Audit Senior Associate to join our growing team. You will be involved with client engagements from start to finish, which includes planning, budgeting, directing, and completing assigned tasks of the integrated and financial statement audit, and managing the engagement to budget.
Essential Duties and Responsibilities:
Supervise, train, and mentor assigned audit associates and interns on audit processes and assess the performance of the audit staff for engagement reviews.
Work with members of the audit team to identify and resolve any client issues discovered during audit process.
Gain a comprehensive understanding of client operations, processes, and business objectives.
Research and analyze accounting issues and transactions and any audit-related or tax-related issues utilizing electronic databases.
Develop and communicate recommendations for business and process improvements.
Maintain good working relationships with client personnel to enhance customer satisfaction and work with client management and staff at all levels to perform audit services.
Actively participate in audit planning meetings, closing meetings, and committee meetings as a key member of the audit team.
Assist audit partners and senior management on client proposals and business development calls.
Participate in on-going audit staff recruiting efforts as needed. Attend professional development and training sessions on a regular basis.
Required Skills and Experience:
Bachelor's degree in Accounting or in a business-related field is required. 150 semester hours of education is also required.
2-6 years of progressive external audit experience in a public accounting firm or a professional services firm is required.
CPA license or parts of the CPA exam passed is preferred. A desire to obtain the CPA license is required.
Demonstrated ability to lead, recruit, train and mentor other audit staff while managing multiple client engagements and competing priorities in a fast-paced, team-oriented environment.
Exceptional client service skills with a demonstrated ability to develop and maintain client relationships.
Excellent analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards.
Excellent verbal, written, and presentation skills.
Strong computer skills including proficiency in Microsoft Office Suite and audit preparation software packages.
Attention External Recruiters: Frazier & Deeter is not accepting any unsolicited resumes for this opening at this time.
Auto-ApplyUS Pay Operations, Senior Associate
Senior associate job in Tampa, FL
JobID: 210689866 JobSchedule: Full time JobShift: : We are seeking a professional with hands-on experience in Oracle HCM Payroll to support our payroll operations for a workforce of over 180,000 employees.
As a Payroll Operations associate, you will play a crucial role in ensuring the seamless execution and validation of US payrolls using Oracle HCM. This role requires a deep understanding of end-to-end data lineage from transaction to disbursement, enabling the implementation of preventative measures and resolution of disruptions. This position will leverage technical expertise to optimize payroll processes using tools like Alteryx and Pega for automation and data processing.
Job responsibilities
* Oversee US payroll processing and ensure data accuracy and regulatory compliance.
* Lead payroll operations using Oracle HCM Payroll, including troubleshooting and system enhancements.
* Design and implement process improvements to optimize payroll efficiency.
* Drive automation projects using Alteryx and Pega.
* Collaborate with US and India teams to resolve complex payroll issues and share best practices.
* Prepare and deliver payroll analytics and reports to management.
* Maintain payroll documentation and support audit activities.
* Mentor and develop team members, fostering a culture of excellence.
* Communicate effectively with senior leadership and global teams.
Required qualifications, capabilities, and skills
* Hold a bachelor's degree in Business, Finance, Human Resources, or related field.
* Demonstrate at least 5 years of experience in payroll or HR operations.
* Show advanced expertise in Oracle HCM Payroll or similar payroll systems.
* Exhibit strong control mindset and experience in payroll compliance frameworks.
* Lead process improvement and automation initiatives.
* Communicate effectively with senior leadership and global teams.
* Manage multiple priorities in a fast-paced, dynamic environment.
* Display advanced knowledge of automation tools such as Alteryx and Pega.
* Uphold confidentiality and compliance in payroll processes.
Preferred qualifications, capabilities, and skills
* Possess experience leading US payroll transformation or optimization projects.
* Demonstrate knowledge of US payroll regulations and compliance.
* Show experience with payroll automation and analytics.
* Hold certification in payroll or HR systems.
Auto-Apply