Senior Associate - Transfer Pricing
Senior associate job in Palm Beach, FL
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
Participating and leading functional analysis interviews and working with team to document findings in report format.
Reviewing benchmarking analyses.
Working with team to draft and compile client deliverables including reports, memoranda, and PowerPoint presentations.
Working with team to review and analyze financial data and compute transfer pricing adjustments.
Further developing and maintaining a comprehensive understanding of the US transfer pricing regulations and the OECD Guidelines.
Interacting with clients on calls and meetings and through email.
Attending professional conferences and assisting in the preparation of technical articles and publications.
Basic Qualifications:
2+ years of transfer pricing experience.
Bachelor's in Accounting or business related field.
Preferred/Desired Qualifications:
CPA, Enrolled Agent, Masters in Economics, MBA, JD, or LLM
Good knowledge and understanding of transfer pricing concepts related to intellectual property
Experience analyzing related-party financial transactions (e.g., interest rate benchmarking, credit rating analyses)
Functional analyses interviews to identify and assess clients' cross-border intercompany transactions
Ability to effectively interpret and summarize complex financial data/models to aid superiors in determining appropriate economic analysis.
Financial modeling skills, including the ability to develop, maintain and update complex financial models with current data; modify for different varying assumptions and/or enhance financial analysis/models.
Ability to critically assess the validity of input data and stress test the end-result of the financial analysis for validity.
Experience identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
About Our Tax Team:
As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.
A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.
Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients.
Should you need any accommodations to complete this application please email: *********************************
For Minnesota and Illinois, the expected salary range for this position is between $80,000 and $120,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
#LI-Hybrid
#LI-TJ1
Preferred Location:New York
For NYC and California, the expected salary range for this position is between
80000
and
115000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplyCybersecurity CMMC Senior Associate
Senior associate job in Palm Beach, FL
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (************************************************** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey.
In support of our growing Information Assurance & Cybersecurity Solutions (************************************************************************ practice, we have an excellent opportunity for candidates with significant CMMC or FedRAMP experience working in a professional services firm or within corporate GRC, IT, Internal Audit, Cybersecurity, or Compliance teams to join us as a **Senior Associate** with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource consistent with delivery needs.
In addition to being an early leader in building our CMMC practice, you will be involved in a variety of other engagements that IA/Cyber team provides, and you will be working significantly across a variety of consulting, governance, readiness assessments, risk management and remediation efforts, and attestation/certifications services for clients with the following areas of focus:
+ CMMC
+ FedRAMP, StateRAMP, TXRAMP
+ NIST (NIST 800-171, NIST 800-53)
If you are an active learner with a growth mindset, good at managing clients and projects, want to be part of a growing team, use your existing knowledge sets and teach others, let's have a conversation.
**What your days look like:**
Senior Associates support the delivery of consulting and attestation services. As a Senior Associate you will help understand client needs, perform gap assessments, identify and document control environments, identify design or operating effectiveness gaps, vulnerabilities, audit exceptions, develop recommendations to management, and assist management with policy DocDev and controls implementations. Skill sets desired include the ability to:
+ Ensure effective project delivery, including quality control and oversight supervision, assisting with adequate planning, execution, and direction to manage to budget and to quality
+ Identify areas to improve project delivery (process improvement)
+ Regarding attestation and certification services delivery, support the development of strong work papers in conformance with the firm's methodology/standards and participation in report drafting
+ Maintain a strong client focus by understanding the client's business needs while developing productive working relationships with client personnel to accomplish project objectives
+ Multi-task across multiple clients and compliance standards, while still maintaining appropriate attention to detail
+ Work with (lead, teach, support, and communicate) offshore resources to deliver projects where practical and where available
+ Utilize your experiences to teach others in the practice on new approaches, execution strategies, compliance standards, etc.
**What you need for this role:**
+ Bachelor's Degree, preferably in Information Security, Information Systems, Computer Science, Cybersecurity or Accounting
+ Relevant professional certification (CMMC CCA or passed CCA with pending background)
+ Minimum 2+ years of experience with controls assessments or consulting externally or leading internal controls implementation and/or SSP DocDev or attestation services for CMMC or FedRAMP
+ Willingness to learn and deliver, in a consulting and attestation services model, on compliance standards that you may have little to no experience with
+ Outstanding relationship management, written and verbal communication, as well as presentation skills
+ Ability to travel to client sites as need, not expected to exceed 25%
**What you can expect from us:**
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
+ The opportunity to innovate and do work that motivates and engages you
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
+ Flexibility to do impactful work and the time to enjoy your life outside of work
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures
**Benefits Information:**
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
**Pay Range:**
$89,993 - $140,300
**About Cherry Bekaert**
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit *******************************
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Corporate Development Sr Associate - M&A
Senior associate job in Juno Beach, FL
NextEra Energy Resources is one of America's largest wholesale electricity generators, harnessing diverse energy sources to power progress. We deliver tailored energy solutions that fuel economic growth, strengthen communities, and help customers achieve their energy goals. Ready to make a lasting impact? Take the next step in your career with us!
Position Specific Description
Corporate Development leads transactions for the world's largest electric utility and world leader in renewable energy - NextEra Energy. The group is responsible for engaging with the investment banks and counterparties during the deal process in order to negotiate terms and structure deals for mergers or acquisitions. Corporate Development also works on corporate strategy presentations for executive leadership in conjunction with the subject matter experts around the company. In this position you lead evaluation and execution of M&A opportunities, including coordination of external financial analysis and internal diligence teams.
Job Overview
Senior Associate Golf Professional
Senior associate job in Palm Beach Gardens, FL
Club: Panther National Employment Type: Full-Time, Year-Round About Panther National Panther National is a premier private golf and lifestyle club located in Palm Beach Gardens, Florida. Panther National opened in the fall of 2023 featuring a 7,800-yard championship course designed by Jack Nicklaus and Justin Thoms, world class golf training facilities, a nine-hole par three course and 30,000 square foot putting and chipping yard course. The course is unique to Florida with dramatic elevation changes and a links course look surrounding the fairways. The club will also be home to modern clubhouse with a premium dining and a wellness lifestyle center. Panther National was developed for members who value elite course conditions, elevated service, and a modern golf experience, Panther National is committed to excellence in every aspect of its operation. We are seeking an accomplished and motivated Senior Associate Golf Professional to join our leadership team.
Position Overview
The Senior Associate Golf Professional plays a vital role in delivering a best-in-class golf experience while supporting the Director of Golf and Head Golf Professional in all aspects of the operation. This position is ideal for a PGA Professional or Associate who thrives in a luxury private club environment and is seeking long-term professional growth.
Essential Duties & Responsibilities
* Provide exceptional, personalized service to members and guests
* Assist in overseeing daily golf operations, including tee sheet management, pace of play, and outside services
* Conduct high-level golf instruction through private lessons, clinics, and player development programs
* Assist in planning, organizing, and executing tournaments, member events, and special outings
* Support golf shop merchandising, including inventory control, purchasing, and visual presentation
* Train, supervise, and mentor outside services and golf shop staff
* Maintain and enforce club policies, standards, and etiquette
* Represent Panther National with professionalism, integrity, and attention to detail at all times
Qualifications & Experience
* PGA Member in good standing or PGA Associate actively pursuing membership
* 3-5+ years of experience at a private or high-end daily fee golf facility
* Strong instructional skills with the ability to work with players of all skill levels
* Proven leadership and communication skills
* Experience with golf operations systems and POS platforms
* Highly organized, service-driven, and adaptable in a fast-paced environment
Compensation & Benefits
* Competitive salary based on experience
* Teaching revenue and instruction opportunities at 100%
* Comprehensive benefits package, which may include:
* Health insurance
* PGA dues allowance
* Continuing education support
* Uniforms and staff meals
* 401(k) or retirement options
Senior Associate, Implementation (LH-BPO)
Senior associate job in West Palm Beach, FL
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Senior Associate, Implementation
Locations: Palm Beach Gardens, FL | NYC | Chicago |Hybrid
SS&C, through our partnership with Lighthouse Investment Partners, LLC is seeking a highly motivated Senior Associate to join the Implementation Team supporting an over $16B AUM asset management client. The Implementation Team is responsible for onboarding new investment managers and strategies across a global investment platform. The position will support senior members of the Implementation Team, with a secondary reporting line to the Co-heads of Platform Services and the Group COO. The role offers direct exposure to clients, investment managers, and counterparties, and requires close collaboration with internal teams including Legal, Operations, Technology, Risk and Portfolio Finance. The Senior Associate will play a key role in managing the end-to-end onboarding and transition process, ensuring managers are successfully launched and integrated within a complex, global investment platform.
Why You Will Love It Here!
* Your Future: 401k Matching Program, Professional Development Reimbursement
* Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
* Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
* Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
* Training: Hands-On, Team-Customized, including SS&C University
* Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
* Client and Manager Engagement
* Support senior team members in managing client and manager relationships during onboarding and transition events.
* Prepare materials, trackers, and status updates for meetings with managers, counterparties, and internal stakeholders.
* Join client calls alongside senior leadership, capturing notes, tracking items, and ensuring follow-ups are completed.
* Program and Project Management
* Support Implementation Team in building onboarding project plans, trackers and client deliverables to efficiently manage and track new manager and strategy onboarding.
* Track deliverables across various internal functional groups including Legal (IAA's, PSAs, KYC), Operations (account set-up, operations, integration, downstream production), Counterparties (PB/ISDA/FCM/Custody), Risk (Guideline Construction and Implementation) and Portfolio Finance (Margin/Financing/Collateral Management)
* Escalate issues/blockers, track dependencies, and coordinate sequencing to keep launches on schedule.
* Cross Functional Organization
* Work in partnership with internal teams and stakeholders to deliver projects and launch managers on a timely basis.
* Liaise with Operations and Technology teams on static data, trade file specs, reconciliations and UAT readiness.
* Coordinate with Portfolio Finance and Risk to ensure guidelines, counterparty selection and margin set-ups are delivered on time.
* Pipeline and Reporting
* Maintain the internal proprietary pipeline tool as the single source of truth for all onboarding and transition projects.
* Produce weekly internal pipeline reports for leadership and client-facing pipeline updates.
* Track and report key performance indicators and various qualitative factors and trends to support continuous knowledge gathering and continuous improvement.
* Contribute to the ongoing development of standardized templates, playbooks and checklists.
What You Will Bring:
* BA/BS in business, finance, management, organizational behavior or related discipline
* 4-6 years of experience in onboarding/transition management, hedge fund due diligence and project management.
* Project Management skills (or credential) with ability to coordinate across multiple verticals and manage complex timelines.
* Familiarity with various hedge fund structures and multi-asset class products (equities, fixed income, OTC derivatives, swaps, futures, FX).
* Experience coordinating across counterparties, fund administrators, risk/treasure/operations/ODD
* Excellent written and verbal communication skills with clients and internal stakeholders
* Strong Excel/PowerPoint/Project Management skills with ability to build, deploy and manage trackers, dashboards and reports.
* A contagious team-first attitude, with curiosity to learn, grow and solve problems collaboratively, egos at the door!
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************
#LI-HW1 #LI-Hybrid
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Auto-ApplySenior Associate of Strategic Initiatives
Senior associate job in West Palm Beach, FL
About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The position will play a key role within the Strategic Initiatives group. The primary responsibility set involves developing and executing various strategies that will help GoodLeap grow. This role will involve liaising and building positive relationships with internal and external stakeholders, conducting market research and analysis, evaluating and executing on build vs. buy vs. partnership arrangements, setting goals and guidelines, and overseeing operations from planning to execution. The role will touch the entire lifecycle of the business and will have a high degree of visibility internally and externally. The ideal candidate will have experience in distributed energy, capital markets, JV partnership relationships and agreements, M&A, and presentations to executives and board members.Essential Job Duties & Responsibilities:
Analyze GoodLeap's capabilities to develop and execute strategies that will accelerate company growth
Work with capital markets team members to analyze financial structures that will enhance returns.
Work with business development team members to analyze new products and services for contractors, homeowners, and financial institutions, including virtual power plants
Work with technical and operations team members to analyze Salesforce and AI automation initiatives for contractors and homeowners, including more efficient payment systems, CRM, and business service arrangements
Work with technical and marketing team members to analyze Salesforce and customer-facing applications that create engagement and allow for cross-selling opportunities
Required Skills, Knowledge & Abilities:
A minimum of 3-5 years of relevant experience in finance, corporate development, consumer lending, or distributed energy
Minimum bachelor's degree
Expert with MS Office (especially Excel and PowerPoint; VBA is a plus)
Working proficiency with SQL; Python is a plus
Excellent written and oral communication skills
Superb attention to detail and work ethic
Basic understanding of financial structures in the energy sector
Comfortable working in fast-paced, unstructured environment
Passionate about the renewable energy sector
Compensation: $125,000 - $200,000/ annually (DOE)
Additional Information Regarding Job Duties and s:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
Auto-ApplySenior Associate, Implementation (LH-BPO)
Senior associate job in West Palm Beach, FL
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Senior Associate, Implementation
Locations: Palm Beach Gardens, FL | NYC | Chicago |Hybrid
SS&C, through our partnership with Lighthouse Investment Partners, LLC is seeking a highly motivated Senior Associate to join the Implementation Team supporting an over $16B AUM asset management client. The Implementation Team is responsible for onboarding new investment managers and strategies across a global investment platform. The position will support senior members of the Implementation Team, with a secondary reporting line to the Co-heads of Platform Services and the Group COO. The role offers direct exposure to clients, investment managers, and counterparties, and requires close collaboration with internal teams including Legal, Operations, Technology, Risk and Portfolio Finance. The Senior Associate will play a key role in managing the end-to-end onboarding and transition process, ensuring managers are successfully launched and integrated within a complex, global investment platform.
Why You Will Love It Here!
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
-Client and Manager Engagement
Support senior team members in managing client and manager relationships during onboarding and transition events.
Prepare materials, trackers, and status updates for meetings with managers, counterparties, and internal stakeholders.
Join client calls alongside senior leadership, capturing notes, tracking items, and ensuring follow-ups are completed.
-Program and Project Management
Support Implementation Team in building onboarding project plans, trackers and client deliverables to efficiently manage and track new manager and strategy onboarding.
Track deliverables across various internal functional groups including Legal (IAA's, PSAs, KYC), Operations (account set-up, operations, integration, downstream production), Counterparties (PB/ISDA/FCM/Custody), Risk (Guideline Construction and Implementation) and Portfolio Finance (Margin/Financing/Collateral Management)
Escalate issues/blockers, track dependencies, and coordinate sequencing to keep launches on schedule.
Cross Functional Organization
Work in partnership with internal teams and stakeholders to deliver projects and launch managers on a timely basis.
Liaise with Operations and Technology teams on static data, trade file specs, reconciliations and UAT readiness.
Coordinate with Portfolio Finance and Risk to ensure guidelines, counterparty selection and margin set-ups are delivered on time.
-Pipeline and Reporting
Maintain the internal proprietary pipeline tool as the single source of truth for all onboarding and transition projects.
Produce weekly internal pipeline reports for leadership and client-facing pipeline updates.
Track and report key performance indicators and various qualitative factors and trends to support continuous knowledge gathering and continuous improvement.
Contribute to the ongoing development of standardized templates, playbooks and checklists.
What You Will Bring:
BA/BS in business, finance, management, organizational behavior or related discipline
4-6 years of experience in onboarding/transition management, hedge fund due diligence and project management.
Project Management skills (or credential) with ability to coordinate across multiple verticals and manage complex timelines.
Familiarity with various hedge fund structures and multi-asset class products (equities, fixed income, OTC derivatives, swaps, futures, FX).
Experience coordinating across counterparties, fund administrators, risk/treasure/operations/ODD
Excellent written and verbal communication skills with clients and internal stakeholders
Strong Excel/PowerPoint/Project Management skills with ability to build, deploy and manage trackers, dashboards and reports.
A contagious team-first attitude, with curiosity to learn, grow and solve problems collaboratively, egos at the door!
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************
#LI-HW1 #LI-Hybrid
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Auto-ApplyPEPI: Senior Associate, Supply Chain - Distribution & Logistics (OPEN TO ALL U.S. LOCATIONS)
Senior associate job in West Palm Beach, FL
Alvarez & Marsal Private Equity Performance Improvement Senior Associate, Supply Chain - Distribution & Logistics (OPEN TO ALL U.S. LOCATIONS) Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving the middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.
Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues.
Our PEPI services include:
Supply Chain
Transformation Services
Manufacturing Operations Improvement
Interim Management
M&A Services
CFO Services
A&M's Supply Chain professionals assist our clients in analyzing each part of the supply chain process including Strategic Sourcing and Procurement, Logistics and Distribution, Integrated Demand and Supply Planning to identify value creation opportunities, develop a roadmap to accelerate those opportunities and assist with driving them to our client's bottom line. From our thorough fact-based analysis, we assess the state of the supply chain, identify key risks to investment and quantify potential EBITDA improvement plans.
The PEPI Supply Chain group is a growing business with high growth projected throughout the next two to four years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to international and domestic business assignments.
How You Will Contribute
We are seeking individuals that can assist in delivering large, complex client engagements by working closely with Private Equity leadership to help identify, design, and implement creative business solutions for their portfolio companies.
The Senior Associate, Supply Chain - Distribution & Logistics frequently participates in the following types of engagements. Hands-on experience in at least two of the following areas is required:
* Gain a comprehensive understanding of a client's supply chain including manufacturing and distribution locations, baseline of product flow and seasonality, detailed operating costs, key supply chain processes in sourcing, planning, and operations.
* Develop a structured approach to assessing potential improvement opportunities, and conduct required analysis to define potential supply chain strategies and tactics to meet growth and financial objectives.
* Analyze supply chain network design and footprints:
* Baseline warehousing and distribution network cost structure and capacity utilization
* Profile supply chain processes and inventory flows throughout the network
* Analyze network optimization opportunities for cost, inventory, and service delivery (experience with modeling software such as Llamasoft or other preferred):
* Optimal number and location of distribution centers / network configuration
* Optimal inventory flow through network (e.g. ship from DC vs. ship from stores; supplier drop ship options; optimal stocking positions, etc.
* Develop high-level planning model to support inventory optimization across supply chain networks
* Assist in sourcing events related to transportation and warehousing which include spend / activity baseline assessments, process and business requirements, and conducting RFI/RFP processes, negotiations and contracting. Experience in conducting or responding to sourcing events involving 3PLs is preferred.
* Assess inventory planning processes and systems and recommend potential improvement opportunities for optimizing service levels and inventory working capital requirements.
* Help develop transformation plans to drive proposed changes in transportation, freight optimization, warehousing & distribution, and develop implementation plan and estimated range and timing of benefits (OPEX / inventory / service delivery)
Professional skills:
* Strong written, oral, and analytical skills
* Strong Excel and PowerPoint skills
* Structured project management (time, team and work-stream management)
* Initiative and drive
* Critical thinking skills
* Ability to deliver projects on time and on-quality
* Flexible and creative thinking
* Client relationship building
* Excellent presentation skills
Qualifications:
* 4-7+ years of consulting or industry operating experience
* Previous advisory experience from a top-tier strategy firm, leading specialist, niche advisory firm, or Big-4 consultancy preferred
* Hands-on experience in at least one of the following areas: distribution and logistics network optimization, transportation and warehouse sourcing, 3PL operating experience, production and inventory planning
* Excellent fact-gathering and analytical skills, including business process mapping and quantitative analysis
* Flexibility to travel based on project requirements
* Bachelor's degree required
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
The salary range is $100,000--$170,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k)-retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
A&M does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-JB1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Senior Trust Associate - Senior Fiduciary Coordinator
Senior associate job in Palm Beach, FL
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 Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)
Support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
Develop and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust.
Execute on client requests, including money movement, investment implementation and ongoing account management.
Develop and maintain an in-depth knowledge in the use of Wells Fargo Trust systems.
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.
Demonstrate a high level of organizational skills, including time and priority management.
Deliver high-quality work-product within stated deadlines.
Identify fiduciary risk and suggest possible solutions.
Seek involvement with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service, and risk management.
Independently communicate with 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
Job Expectations:
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:
25 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.
Auto-ApplySenior Trust Associate - Senior Fiduciary Coordinator
Senior associate job in Palm Beach, FL
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 Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)
* Support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
* Develop and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust.
* Execute on client requests, including money movement, investment implementation and ongoing account management.
* Develop and maintain an in-depth knowledge in the use of Wells Fargo Trust systems.
* 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.
* Demonstrate a high level of organizational skills, including time and priority management.
* Deliver high-quality work-product within stated deadlines.
* Identify fiduciary risk and suggest possible solutions.
* Seek involvement with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service, and risk management.
* Independently communicate with 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
Job Expectations:
* 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:
25 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.
Lead Financial Auditor
Senior associate job in West Palm Beach, FL
**Discover a more connected career** At Dycom Industries, as a Lead Financial Auditor, you'll be responsible for conducting audits in accordance with the audit plan and having excellent written and verbal communication skills as you will be communicating frequently with both internal and external stakeholders. This individual will have experience in SOX compliance and a strong understanding of the COSO framework.
**Connecting you to great benefits**
+ Weekly Paychecks
+ Paid Time Off, Parental Leave, and Holidays
+ Insurance (including medical, prescription drug, dental, vision, disability, life insurance)
+ 401(k) w/ Company Match
+ Stock Purchase Plan
+ Education Reimbursement
+ Legal Insurance
+ Discounts on gym memberships, pet insurance, and much more!
**What you'll do**
+ Perform ongoing SOX activities (walkthroughs, with an emphasis on identifying controls and weaknesses in the process, testing, identification and documentation of findings) according to the annual audit plan
+ Provide support and perform testing related to compliance and control initiatives for SOX
+ Evaluate the adequacy, effectiveness, and efficiency of the system of internal controls
+ Prepare audit planning documentation for all assigned audits including preparing the RCM and other relevant documentation
+ Conduct audits in accordance with the audit plan with the primary objective of evaluating the adequacy, effectiveness and efficiency of the systems of internal control and the quality of ongoing operations
+ Write audit reports to management to communicate the results of audits, reviews, or investigations and to describe significant findings and make recommendations to strengthen internal controls or improve operating procedures
+ Determine the degree of compliance with policies and procedures developed to ensure the accuracy and reliability of data
+ Provide special consulting services to assist management in due diligence reviews, process development, and development of operating controls
+ Perform special reviews or investigations, as needed and perform risk analysis, prepare process maps and flowcharts, and develop test plans
+ Coordinate with and assist external auditors as needed
**What you'll need**
+ To be 18 years of age or older
+ Authorization to work in the United States for this company
+ Bachelor's degree or equivalent in Business, Accounting, Finance, or Information Systems
+ Minimum of 8 years of audit experience with an accounting firm or a publicly traded company
+ Demonstratable an understanding of SOX compliance
+ Demonstratable an understanding of the COSO framework
**Why grow your career with us**
Your career here is more than just a job - it's your pathway to opportunity. Our hands-on training, supportive environment, and responsive leadership connect you to work with purpose. Our commitment to you extends beyond professional development to a safety-first culture that ensures you can do what you do best, with peace of mind.
**Building stronger solutions together**
Our company is an equal-opportunity employer - we are committed to providing a work environment where everyone can thrive, grow, and feel connected.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Commercial Development Program Associate
Senior associate job in West Palm Beach, FL
ASR Group is the world's largest refiner and marketer of cane sugar, with an annual production capacity of more than 6 million tons of sugar. The company produces a full line of grocery, industrial, food service and specialty sweetener products. Across North America, ASR Group owns and operates six sugar refineries, located in Louisiana, New York, California, Maryland, Canada and Mexico. In Europe, the company owns and operates sugar refineries in England and Portugal. ASR Group also owns and operates mills in Mexico and Belize. The company's brand portfolio includes the leading brands Domino, C&H, Redpath, Tate & Lyle, Lyle's and Sidul.
OVERVIEW
The Commercial Development Program (CDP) is ASR's predominant program for challenging, training and grooming future ASR commercial leaders. Participants will rotate through three separate core commercial areas of ASR's business over a 3-year period. In each rotation, participants will be challenged with high-impact, high-visibility assignments and responsibilities that drive real value for ASR. Throughout, participants will build foundational knowledge in ASR's business while building relationships across the organization.
DETAILED ROLES & RESPONSIBILITIES
Each year CDP participants will join a separate ASR team and work alongside senior leadership on high profile projects. Participating functions may include Financial Planning & Analysis, Sustainability, Sales & Marketing, Supply Chain, Corporate Development, and Global Sugars Group (commodity research, origination & trading). Each rotation will last approximately 12 months. Representative CDP rotations may include:
* Corporate Development rotation participants gain experience conducting industry research, financial analysis and company/asset due diligence required to identify, evaluate and execute strategic transactions such as mergers, acquisitions, joint ventures, commercial partnerships and greenfield projects.
* Global Sugars Group rotation participants gain experience understanding commodity trading markets, buying and selling commodities, commodity supply chain planning, and commodity risk management.
* Marketing rotation participants gain experience assessing market trends, needs and structure, and conducting competitive analysis along product lines, all while gaining experience in marketing products.
WORK EXPERIENCES
* A minimum of 2 years of full-time work experience
EDUCATION REQUIREMENTS
* M.B.A or equivalent Master's degree from an accredited college or university
ESSENTIAL CAPABILITIES, EXPERIENCES & BEHAVIORS
* Analytical with strong business acumen
* Excellent communication and presentation skills
* Strong influencing skills with ability to foster an effective cross-functional network
* Resilient with experience in working in a fast paced environment
* Detail-oriented, team-oriented, accountable, with a bias for action
* Open and capable of learning new technologies that optimize existing processes and enhance efficiency
LOCATION OF ROLE
* Assignments will be based in West Palm Beach, FL, White Plains, NY, or other ASR Group locations. Given how exposure to different areas of ASR's business is a key element of the CDP program, participants will be expected to relocate at least once during the 3 year program.
* ASR Group is an equal opportunity employer. Legal authorization to work in the country/region where the business is hiring is required. We will not sponsor individuals for employment visas for this position.
We are an equal opportunity employer. We do not discriminate on the basis of race, color, creed, religion, gender, sexual orientation, gender identity, age, national origin, disability, veteran status or any other category protected under federal, state, or local law. All employment is decided on the basis of qualifications, merit, and business need.
Nearest Major Market: Palm Beach
Nearest Secondary Market: Miami
Senior Associate - Transfer Pricing
Senior associate job in West Palm Beach, FL
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
What it Means to Work for EisnerAmper:
* You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
* You will have the flexibility to manage your days in support of our commitment to work/life balance
* You will join a culture that has received multiple top "Places to Work" awards
* We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
* We understand that embracing our differences is what unites us as a team and strengthens our foundation
* Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
* Participating and leading functional analysis interviews and working with team to document findings in report format.
* Reviewing benchmarking analyses.
* Working with team to draft and compile client deliverables including reports, memoranda, and PowerPoint presentations.
* Working with team to review and analyze financial data and compute transfer pricing adjustments.
* Further developing and maintaining a comprehensive understanding of the US transfer pricing regulations and the OECD Guidelines.
* Interacting with clients on calls and meetings and through email.
* Attending professional conferences and assisting in the preparation of technical articles and publications.
Basic Qualifications:
* 2+ years of transfer pricing experience.
* Bachelor's in Accounting or business related field.
Preferred/Desired Qualifications:
* CPA, Enrolled Agent, Masters in Economics, MBA, JD, or LLM
* Good knowledge and understanding of transfer pricing concepts related to intellectual property
* Experience analyzing related-party financial transactions (e.g., interest rate benchmarking, credit rating analyses)
* Functional analyses interviews to identify and assess clients' cross-border intercompany transactions
* Ability to effectively interpret and summarize complex financial data/models to aid superiors in determining appropriate economic analysis.
* Financial modeling skills, including the ability to develop, maintain and update complex financial models with current data; modify for different varying assumptions and/or enhance financial analysis/models.
* Ability to critically assess the validity of input data and stress test the end-result of the financial analysis for validity.
* Experience identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
About Our Tax Team:
As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.
A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.
Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients.
Should you need any accommodations to complete this application please email: *********************************
For Minnesota and Illinois, the expected salary range for this position is between $80,000 and $120,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
#LI-Hybrid
#LI-TJ1
Preferred Location:
New York
For NYC and California, the expected salary range for this position is between
80000
and
115000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplySenior Associate, Private Client Services (Family Office)
Senior associate job in West Palm Beach, FL
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
We're currently growing Our Private Client Services (PCS) practice in West Palm Beach, FL and Miami, FL, which focuses on family office services and tax compliance and tax advisory services. The PCS team works with high-net-worth individuals and families and their private companies, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking an Associate to join our team.
How you will contribute
As a Senior Associate within Private Client Services you will:
* Provide multiple clients with a variety of accounting, support and administrative services including but not limited to the following:
* Responsible for the full accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports
* Manage the accounting functions for specific families that include; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner
* Compile and analyze financial information to prepare entries to accounts, such as general ledger accounts, and documenting business transactions
* Manage and reconcile bank accounts
* Reconcile various expenses and intercompany accounts
* Prepare monthly/quarterly financial packages for clients with related work papers
* Assist in preparation of annual tax package and supporting documents
* Handle special projects and other administrative tasks as assigned
* Establish, modify, document, and coordinate implementation of accounting and accounting control procedures
* Develop trusted relationships with and collaborate with clients to compile project information and resolve issues;
* Assist the PCS tax group with providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax
* Attend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
* Create deliverables that are concise, complete and address the elements deemed critical by the client
* Mentor Associates when they are supporting the same projects by delegating appropriate tasks, ensuring they complete tasks efficiently and sharing best practices
* Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly
* Identify opportunities to provide additional services to existing clients by using working knowledge of client businesses
* Build internal relationships with other members of the Federal Tax team and the greater A&M firm
* Value diversity of perspectives and creates opportunities for individuals to feel comfortable contributing
* Assist with business development, including add-on work by creating business development resources and proposal materials
Qualifications
* Bachelor's degree in Accounting; Masters in Accounting a plus
* 2-4 years of relevant experience, Private Client Service/Family Office/High Net Worth accounting experience strongly preferred
* CPA (or in the process of pursuing)
* High level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy to
* Excellent verbal and written communication skills including the ability to articulate complex information clearly and concisely
* Excellent research, writing, and analytical skills
* Experience with all Microsoft Office products (with an emphasis on Excel)
* Strong knowledge and experience in QuickBooks
* Ability to simultaneously work on several projects and effectively manage deadlines
* High motivation to learn and grow in a fast-paced environment
* Detail-oriented and possess strong organizational skills
* Bilingual, a plus
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $85,000 - $105,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Senior Trust Associate - Senior Fiduciary Coordinator
Senior associate job in Palm Beach, FL
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 Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)
+ Support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
+ Develop and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust.
+ Execute on client requests, including money movement, investment implementation and ongoing account management.
+ Develop and maintain an in-depth knowledge in the use of Wells Fargo Trust systems.
+ 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.
+ Demonstrate a high level of organizational skills, including time and priority management.
+ Deliver high-quality work-product within stated deadlines.
+ Identify fiduciary risk and suggest possible solutions.
+ Seek involvement with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service, and risk management.
+ Independently communicate with 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
**Job Expectations:**
+ 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:**
25 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.
**Req Number:** R-504918
Corporate Development Associate - M&A
Senior associate job in Juno Beach, FL
NextEra Energy Resources is one of America's largest wholesale electricity generators, harnessing diverse energy sources to power progress. We deliver tailored energy solutions that fuel economic growth, strengthen communities, and help customers achieve their energy goals. Ready to make a lasting impact? Take the next step in your career with us!
Position Specific Description
Corporate Development is responsible for engaging with investment banks and counterparties during the deal process in order to negotiate terms and structure deal financing for the merger or acquisition. The team also works on corporate strategy presentations for executive leadership in conjunction with the subject matter experts around the company.
In this position you will have responsibility for the following:
* Creation and review of financial models for potential transactions
* Analyze the financial structure and determine the earnings impact of mergers/acquisitions
* Propose strategies to maximize the financial performance of the company
* Work with Treasury, Regulatory, and Accounting on analyzing various financing plans
* Identify and analyze the impact on the financial structure, profitability, financial integrity and competitive position of potential transactions the company is pursing
* Work closely with business units to support them in developing their business strategies, including preparation for the annual strategy review with the executive team
Ideal Qualifications:
* Ability to work on matrixed team in a fast paced environment
* Ability to manage multiple competing priorities
* Strong analytical skills - including expertise in Excel
* Strong communication skills - interpersonal as well as the ability to create presentations
* Bachelor's Degree in finance, accounting or technical field highly preferred
* MBA, CPA, or relevant graduate degree highly desirable
Job Overview
Strategic Financing Services - Community Development Associate
Senior associate job in Palm Beach, FL
Cherry Bekaert's Strategic Financing Services Practice (SFS) is seeking a Community Development Associate with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer an opportunity to work with a team of experts with a deep track record in NMTC allocation applications, tax credit placement and deployment, and tax credit compliance and asset management services. The Community Development Associate will support the process for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and support the grant writing and applications process for clients seeking funding from other tax credit and funding programs. The Associate will also support NMTC Compliance and Asset Management activities for Community Development Entities (CDEs) and Qualified Active Low-Income Community Businesses (QALICBs) and assist with a variety of services, including filing the CDFI Fund's AMIS reports. Further, the Associate will assist the Project Finance team as they build a pipeline of potential borrowers and structured finance opportunities. The Associate will also support the work of our Community Development Consulting work, as needed, helping with presentations, memos and due diligence of potential CDE clients.
The successful candidate will work with the team as we expand into new markets and regions using in-depth knowledge of and relationships with CDEs, tax credit investors, and other community development stakeholders. The candidate will have strong attention to detail, commitment to deadlines and a mission to help make a difference in low-income communities.
**About SFS** : SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 32,880 direct jobs, served 655,382 low-income individuals through community goods and services, and helped develop over 13.2 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.
**Responsibilities** :
Support the NMTC Allocation Application writing process for CDEs, including:
+ Supporting the primary writer of the Application by reviewing and summarizing supporting documents for strategic and technical use in the application.
+ Support the drafting and review of compelling business strategies, community outcomes and other narratives to maximize scoring and increase the likelihood of successful outcomes.
+ Identify and review appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.)
+ Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications.
Support the NMTC Compliance and Asset Management activities, including:
+ Support the team with loan closing documents and reporting requirements.
+ Support the submittal of annual CDE compliance reports sent to the U.S. Treasury Department's CDFI Fund via the AMIS reporting system.
+ Monitor CDE compliance with NMTC Program and Allocation Agreement including analysis of Sub-All and Redemption testing.
+ Support drafting of QALICB certifications and community impact information, quarterly project level financial statements and compliance reports.
+ Provide CDE portfolio data to Application Writing team, as needed
Support the Project Finance team, including:
+ Collect, package, and manage due diligence on potential borrower and Project Sponsors.
+ Gathering data, drafting memos, assisting with fundings/closings
Support of overall SFS team, including:
+ Collaborating with SFS team participants to provide effective, prompt and detailed support as required for submission of various funding applications and/or financial closings.
+ Support with PowerPoint presentations, data gathering/summarizing, scheduling and materials preparation.
+ Other job-related functions as assigned.
+ Travel: 5-10%
**Successful Candidates Will Demonstrate/Posses** :
+ 3+ years of professional/industry experience in grant writing, community development finance, tax credit finance or CDE/CDFI Lending
+ Strong written communication skills
+ Knowledge of tax credit finance, data and/or reporting, with specific experience with NMTC and CDFI Fund's AMIS reporting preferred
+ Passion for community investment and revitalization that will spark transformation, inclusion, and social justice
+ Ability to be flexible and work under fixed timeframes to meet deadlines
+ Experience in working with borrowers, lenders, investors and stakeholders
+ Ability to work independently and collaboratively on different phases of projects
+ Capable of prioritizing workflow and managing compliance and reporting obligations
+ Proficiency in Word, PowerPoint and Excel
+ BA in English, Journalism, Finance, Economics, Planning or related field preferred
**What you can expect from us:**
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
+ The opportunity to innovate and do work that motivates and engages you
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
+ Flexibility to do impactful work and the time to enjoy your life outside of work
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures
**Benefits Information:**
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
**Pay Range:**
$71,700-$103,500
**About Cherry Bekaert**
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit *******************************
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Senior Associate- Transaction Advisory Services (TAS)
Senior associate job in Palm Beach, FL
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
The Transaction Advisory Services practice is seeking Senior Associates to join a collaborative, growing transactions team. You will work as an individual contributor as well as part of a team to facilitate and support client buy-side and sell-side Financial Due Diligence and Quality of Earnings (QoE) engagements.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Key Responsibilities:
Compile, analyze and prepare financial models and DataBooks with financial and operational information sourced from multiple comprehensive and complex data sources
Perform financial analysis and data analytics on comprehensive financial and accounting data sets that serve as the foundation for transaction deliverables to clients
Assist with buy-side and sell-side financial due diligence and financial analysis helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the target /client against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients' investment / divestiture strategy.
Analyze detailed financial, business and operational information including income statement, balance sheet, cash flow and key operational and performance metrics and data.
Convert the data into meaningful information that is used to drive discussions and analysis with target /client management and drive observations and conclusions.
Assess the quality of the target's reported revenues, margins, earnings, net assets, net working capital and cash flows.
Assist in the preparation of deal-oriented financial models, databooks, and key findings reports and presentations for clients that highlight the key financial, commercial and business findings.
Assist the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating points
Participate in and lead certain meetings and conference calls with client and target company management and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.
Work closely with clients, investment banks, PE investors, attorneys and other key stakeholders. Participate in client meetings to gather data and valuable information to perform financial analysis work
Participate in building and maintaining client relationships and other business development opportunities.
May be required to occasionally work extended hours or travel/to work from different firm offices and/or client locations
Basic Qualifications:
Bachelor's or Masters degree in Accounting and/or Business
CPA is preferred or CPA eligible
3+ years of experience in audit and or financial due diligence at a major accounting firm
Preferred/Desired Qualifications:
1+ years of experience of financial due diligence
Strong technical knowledge of US GAAP (revenue recognition, inventory, accrual-based accounting)
High proficiency in Excel and PowerPoint
Knowledge in Power BI and/or similar financial modeling analytical tools
Excellent interpersonal and team building skills
Proficient written and oral communication skills
Strong project management skills and ability to multi-task on several simultaneous transactions
Strong organizational skills
Flexibility to work as both a team member and as an individual contributor
Ability to thrive and be effective in fast-paced settings
NOTE: This is a hybrid role where you will be required to work from our local office 2 or more days a week.
About our Transaction Advisory Services Team:
The TAS Practice assists financial and strategic investors and lenders in connection with evaluating complex acquisition and divestiture transactions. Our professionals have decades of experience advising clients in every aspect of the transaction, from pre-LOI stage through closing. We are looking for professionals in selected geographic and functional markets to add to the continued growth and expansion of our TAS practice.
Our “startup mentality,” backed by the institutional knowledge and established reputation of the firm, enables us to be flexible and always evaluate what can take our team and clients to the next level. Whether it's a new internal process, digital platform, or service offering, we believe that innovative ideas come from all levels and every employee should have the opportunity to make an impact on the business, our clients, and their careers.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions, PE firms, start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
Should you need any accommodations to complete this application please email: *********************************
#LI-LH1
#LI-Hybrid
Preferred Location:New York
For NYC and California, the expected salary range for this position is between
80000
and
115000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplyCorporate Development Associate - M&A
Senior associate job in Juno Beach, FL
**Company:** NextEra Energy **Requisition ID:** 91883 NextEra Energy Resources is one of America's largest wholesale electricity generators, harnessing diverse energy sources to power progress. We deliver tailored energy solutions that fuel economic growth, strengthen communities, and help customers achieve their energy goals. Ready to make a lasting impact? Take the next step in your career with us!
**Position Specific Description**
Corporate Development is responsible for engaging with investment banks and counterparties during the deal process in order to negotiate terms and structure deal financing for the merger or acquisition. The team also works on corporate strategy presentations for executive leadership in conjunction with the subject matter experts around the company.
**In this position you will have responsibility for the following:**
+ Creation and review of financial models for potential transactions
+ Analyze the financial structure and determine the earnings impact of mergers/acquisitions
+ Propose strategies to maximize the financial performance of the company
+ Work with Treasury, Regulatory, and Accounting on analyzing various financing plans
+ Identify and analyze the impact on the financial structure, profitability, financial integrity and competitive position of potential transactions the company is pursing
+ Work closely with business units to support them in developing their business strategies, including preparation for the annual strategy review with the executive team
**Ideal Qualifications:**
+ Ability to work on matrixed team in a fast paced environment
+ Ability to manage multiple competing priorities
+ Strong analytical skills - including expertise in Excel
+ Strong communication skills - interpersonal as well as the ability to create presentations
+ Bachelor's Degree in finance, accounting or technical field highly preferred
+ MBA, CPA, or relevant graduate degree highly desirable
**Job Overview**
Employees in this position will take an active role in evaluating, structuring, and executing M&A transactions in the energy and utilities industry, working closely with senior leadership to drive strategic initiatives.
**Job Duties & Responsibilities**
+ Lead valuation analyses, including financial modeling and scenario planning
+ Manage due diligence processes and coordinate with external advisors
+ Develop presentations and materials for executive leadership
+ Identify and assess potential acquisition targets and strategic partnerships
+ Collaborate with business units to assess integration and value creation opportunities
+ Performs other job-related duties as assigned
**Required Qualifications**
+ Bachelor's - Finance, Economics or Related Field
+ Experience: 3-5 years in investment banking, private equity, or corporate development with energy/utilities exposure OR 2+ years with advanced degree
+ Strong knowledge of regulatory considerations and market trends in the utilities sector
+ Strong analytical and financial modeling skills
**Preferred Qualifications**
+ Master's - Business Administration
+ Chartered Financial Analyst (CFA)
NextEra Energy offers a wide range of benefits to support our employees and their eligible family members. Clickto learn more.
**Employee Group:** Exempt
**Employee Type:** Full Time
**Job Category:** Finance, Accounting & Business Analytics
**Organization:** NextEra Energy Resources, LLC
**Relocation Provided:** Yes, if applicable
NextEra Energy is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, sex, sexual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law.
NextEra Energy and provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws. Supporting medical or religious documentation will be required where applicable and permitted by applicable law. To request a reasonable accommodation, please send an e-mail to, providing your name, telephone number and the best time for us to reach you. Alternatively, you may call **************. Please do not use this line to inquire about your application status.
NextEra Energy will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
NextEra Energy **does not** accept any unsolicited resumes or referrals from **any third-party recruiting firms or agencies** . Please see ourfor more information.
Assurance Senior Associate - Financial Services
Senior associate job in West Palm Beach, FL
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
What it Means to Work for EisnerAmper:
* You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
* You will have the flexibility to manage your days in support of our commitment to work/life balance
* You will join a culture that has received multiple top "Places to Work" awards
* We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
* We understand that embracing our differences is what unites us as a team and strengthens our foundation
* Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
* Prepare budgets for each engagement
* Run client engagements including pre-audit planning
* Review client accounting, operating procedures, and systems of internal control
* Conduct audit tests to verify fair representation of client financial statements
* Document workpapers and develop accounting worksheets
* Perform research on technical issues
* Review staff prepared workpapers and programs
* Identify issues and propose appropriate solutions
* Keep manager/partner informed on status of job
* Communicate with client in order to complete the audit in a timely and efficient manner
* Supervise, train and mentor staff during engagement
* Assess performance of staff for engagement evaluations
Basic Qualifications:
* Bachelor's degree in Accounting or equivalent field is required
* 2+ years of audit and/or assurance experience
* Experience with asset management clients
Preferred/Desired Qualifications:
* CPA or parts passed towards completion
* Master's degree in Accounting or equivalent field
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law
About Our Assurance Team:
In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners.
Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email: *********************************.
For Minnesota, the expected salary range for this position is between $80,000 - $107,000 USD Annual. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
#LI-MC1
#LI-Hybrid
Preferred Location:
New York
For NYC and California, the expected salary range for this position is between
80000
and
115000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-Apply