Senior associate jobs in Smithtown, NY - 107 jobs

A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment. #J-18808-Ljbffr

Job Description Cipriani & Werner is a multidisciplinary law firm. We have long been recognized as a firm that seeks to understand the needs and interests of our clients. From that point forward, we strive to deliver results that are expected by our clients. The Long Island Office in Huntington, NY has grown rapidly in the last few years and is looking to add a Senior Associate/Of Counsel to join the team. Our Long Island team specializes in defending high exposure cases. Our attorneys have built a reputation for pursuing vigorous and inventive defense strategies not commonly advanced. We often come into cases as monitoring counsel retained by excess insurers, appellate counsel, or trial counsel. The team handles cases across a broad spectrum of practice areas in both State and Federal Court including Premises Liability, Catastrophic Injury and Wrongful Death, New York Labor Law and Construction, Maritime, Products Liability, and Transportation and Trucking. Currently we are looking for attorneys with 7 to 10 years of relevant experience in New York Litigation to become part of our collaborative team. There are great opportunities for development and advancement. Responsibilities will include, but are not limited to: Management of an individual caseload as well as that of Junior Associates handling all aspects of defense from inception through trial (Trial Experience is a plus, but not required) Drafting and responding to pleadings and discovery Analysis of medical records, workers' compensation records, employment records, and collateral source records. Taking and defending depositions of party and non-party witnesses Coordinating with Liability and Damages Experts Drafting and arguing discovery and dispositive motions Analysis of risk transfer opportunities and drafting of tender letters Appearing for court conferences and motion arguments Preparing cases for mediation/arbitration Assisting in preparations for trial and potential trial attendance Position Requirements: Must have a J.D. degree from an ABA-accredited law school and maintain an active license in good standing in New York Must be licensed and have practiced law for 7-10 years preferred with focus in New York General Liability, New York Labor Law and/or Personal Injury defense required. Managerial experience Trial experience a plus but not required Must be a self-motivated independent thinker with excellent time management skills, strong organizational skills, and outstanding writing and communication skills with the ability to work as a team member in a fast-paced work environment Proficiency in Microsoft Office 365, ProLaw, Excel, and e-document management software preferred Cipriani & Werner P.C. offers a comprehensive benefit package. Highlights include: Comprehensive medical, dental, and vision insurance Matching 401(k) Paid time off Mentorship opportunities Collaborative and welcoming work environment Work-Life balance This is a hybrid position. The salary range for this position is $165,000-$200,000 (assuming 7-10 years of experience) and represents Cipriani & Werner P.C.'s good faith and reasonable estimate of the range at the time of posting. Actual compensation will depend upon a number of factors, included but not limited to experience and qualifications. Cipriani & Werner P.C. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Senior Associate - Commonfund Institute

Details of the Role WFFA accountants are specialized generalists, contributing to all aspects of the services provided by the firm, but developing niche specializations based on the clients with whom they work most closely. Senior Associates are expected to engage in tax, accounting, audit and advisory services, adapting their skillset to the requirements of their clients and leaning on the firm's infrastructure and experienced personnel for training and guidance. Senior Associates work closely with partners and managers, engaging clients on a monthly, quarterly, annually or ad-hoc basis, and are regularly tackling a broad range of tasks in a variety of areas in any given week. Working at WFFA provides the unique opportunity for a Senior Associate to have a profound effect on their clients from day one. Senior Associates are expected to: Have full responsibility for small-business clients, including preparing write-ups, closings and tax returns Have a working, up-to-date knowledge of federal and state tax law Review clients' books on a monthly/quarterly basis Work with clients' controller/CFO to maintain the clients' accounting systems and processes Prepare business, fiduciary and individual tax returns Participate in the audit planning and engagement process Consistently demonstrate individual initiative and creative thinking Work as a team member, understanding personal and team roles Identify and address client needs and build and maintain relationships with clients Culture & Perks WFFA is a relationship-based firm, placing a strong emphasis on client services and relationship-building. Employees at all levels are expected to be problem solvers, creative thinkers and engaging advisors to their clients. As a small firm, WFFA has created a workplace with a small-business feel. A strong non-corporate culture creates a friendly air of flexibility, allowing associates to buck the typical chain of command. Senior Associates regularly work in one-on-one situations with partners and managers both in the office and in the field, and are constantly encouraged to take on additional responsibilities and to grow both within the firm and along with the steady growth of the firm itself. Unlike some larger firms, WFFA does not treat its employees like expendable drones who can be burnt out and replaced, and Senior Associates can expect a busy-season that is significantly milder than that of a typical Big-4 employee. Employees are a long-term investment, and it is the firm's goal to create and nurture an environment where associates can lay out and follow a clear career path as their experience and knowledge-base continues to grow.

As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions. **The Role:** Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include: + Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day to day contact for clients + Proactively advising clients and providing superior client service + Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies + Engaging specialist resources and subject matter experts in health management, absence and disability management, pharmacy, data analytics and compliance + Supporting the generation of new business by participating in prospecting opportunities as part of a broader team + Building relationships internally and collaborating effectively on cross-functional teams + Mentoring junior colleagues **Qualifications** **The Requirements:** + 6+ years' experience in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor + Desire and ability to expand relationships with current clients + Polished and well developed oral and written communication skills + Self-starter attitude and ability to work independently and as part of a team + Flexibility and proven ability to identify and resolve issues + Strong analytical, creative and integrative skills + Excellent Microsoft Office skills, particularly in Excel and PowerPoint + State Life and Health license required within 90 days of joining + CEBS designation, or health and welfare actuarial or underwriting training desired + This role will be on a Hybrid Setup (Open for NY, NJ and CT) **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. **Compensation** The base salary compensation range being offered for this role is $100,000-$120,000 USD per year. This role is also eligible for an annual short-term incentive bonus **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** . **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. **EOE, including disability/vets** This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions. The Role: Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include: * Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day to day contact for clients * Proactively advising clients and providing superior client service * Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies * Engaging specialist resources and subject matter experts in health management, absence and disability management, pharmacy, data analytics and compliance * Supporting the generation of new business by participating in prospecting opportunities as part of a broader team * Building relationships internally and collaborating effectively on cross-functional teams * Mentoring junior colleagues Qualifications The Requirements: * 6+ years' experience in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor * Desire and ability to expand relationships with current clients * Polished and well developed oral and written communication skills * Self-starter attitude and ability to work independently and as part of a team * Flexibility and proven ability to identify and resolve issues * Strong analytical, creative and integrative skills * Excellent Microsoft Office skills, particularly in Excel and PowerPoint * State Life and Health license required within 90 days of joining * CEBS designation, or health and welfare actuarial or underwriting training desired * This role will be on a Hybrid Setup (Open for NY, NJ and CT) Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. Compensation The base salary compensation range being offered for this role is $100,000-$120,000 USD per year. This role is also eligible for an annual short-term incentive bonus Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off. Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. EOE, including disability/vets This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Job Description Audit Senior Associate Background: 3+ years of public accounting experience, with a focus on audit and assurance Proficient in accounting and auditing standards with the ability to resolve complex issues Experience supervising audit engagements; exposure to employee benefit plans and/or Single Audits is a plus Solid working knowledge of accounting and auditing software Strong communication, time management, and interpersonal skills CPA preferred, or actively pursuing certification within a reasonable timeframe Overview: Plan, supervise, and execute audit and review engagements, including employee benefit plans and/or Single Audits Review internal controls, financial statement classifications, and inventory valuation and counts Investigate unrecorded revenues, contingent liabilities, and cutoff procedures Prepare and review complex business and individual tax returns, including consolidated and liquidation filings Draft financial reports, management letters, and required disclosures Supervise and mentor associates, ensuring quality work and professional development Monitor engagement budgets and timelines, keeping leadership informed of progress and variances Maintain strong client relationships and assist in tax planning strategy discussions Stay up to date on professional standards and regulatory changes Conduct research on accounting and tax issues using available tools Maintain confidentiality and adhere to firm policies and professional ethics Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

The Company: NorthMark Strategies is a leading investment firm, combining capital, innovation, and engineering to drive long-term value. From operating complex businesses to backing breakthrough technologies, our mission is to build enduring businesses. Our team combines intelligent risk-taking, operational excellence, exceptional talent, and world-class computing capacity to create shareholder value. Our company offers a dynamic environment where individuals have the freedom to lead companies toward bold achievements by embracing innovation, leveraging technology, and fostering differentiated business strategies. Our values are Integrity, Ability, and Energy, and the company aims to hire individuals who possess those qualities. At NorthMark Strategies, we believe the future isn't something to hope for, it's something to build. We don't just invest, we create. Bringing together strategic insight and technical horsepower to deliver outcomes that endure. Position: We are seeking a Senior Associate that can provide timely and insightful valuations and investment reporting to key stakeholders. The ideal candidate has the experience of operating with a high degree of autonomy, the ability to collaborate with other teams, and the desire to build/enhance capabilities related to valuation analysis and performance reporting. The role will report to the head of global portfolio analytics and partner closely with Venture's and Private Investment's teams and Finance Business Partners. Responsibilities: Support the monthly and quarterly investor reporting processes providing qualitative and quantitative perspectives on asset performance Be a motivated, creative, self-starter that can develop compelling valuation and performance reporting analysis with a high degree of autonomy Value portfolio companies using traditional methodologies such as DCF, public company multiples, and precedent transaction multiples, as well as simulation-based modeling Calculate performance return metrics and benchmarking analysis for private capital portfolios Interface with portfolio companies and internal teams (investments, accounting, finance, tax, and treasury) in data gathering and analysis and provide ad hoc cross-functional support across all aspects of investment management business Requirements: 4-7 years of related experience in valuation, private equity, or banking Bachelor's degree in quantitative field CFA or CIPM designation or progress in one of these programs would be a plus Experience with fair value measurement concepts would be a plus Experience with alternative asset return calculations and investor reporting would be a plus Experience with python and a familiarity with code development would be a plus It is impossible to list every requirement for, or responsibility of, any position. Similarly, we cannot identify all the skills a position may require since job responsibilities and the Company's needs may change over time. Therefore, the above job description is not comprehensive or exhaustive. The Company reserves the right to adjust, add to or eliminate any aspect of the above description. The Company also retains the right to require all employees to undertake additional or different job responsibilities when necessary to meet business needs. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Benefits & Perks: Company-Paid Benefits: 100% Employer-Paid Medical in our High Deductible Health Plan, Dental and Vision benefits for employees and their families, 16 weeks of Paid Parental Leave, Employee Assistance Program, Life insurance, Short-Term Disability and Long-Term Disability 401(k): Company will match 100% of your contributions up to 6% Optional Employee-Paid Benefits: Medical insurance in our PPO plan and a variety of other benefits such as Health Savings Accounts (with Company Contribution!), Flexible Spending Accounts, Supplemental Life Insurance, Wellhub and more. Time Off: 25 days of Paid Time Off plus 12 company holidays EQUAL OPPORTUNITY EMPLOYER NORTHMARK STRATEGIES LLC IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE COMPANY'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.

About PKF O'Connor Davies PKF O'Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients. Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence. At PKF O'Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work-life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives. If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O'Connor Davies is the place for you! Office Location: Any PKFOD office location / Hybrid The Senior Audit Associate will be primarily responsible for leading and performing a variety of Public Sector audit engagements and will oversee audit staff at the client's premises, run the engagement in the field and perform audit procedures to the appropriate extent. These duties may include (but are not limited to): Essential Duties: Oversee the efforts of multiple client engagements in the public sector division and demonstrate the ability to run engagements within allotted time budgets. Apply technical skills, take the initiative to identify best practices and improvements, and consider applicability of best practices for other clients. Research complex accounting topics and form a conclusion utilizing the Firm's research tools. Maintain active communication with clients to manage expectations and ensure satisfaction. Identify and communicate to management suggestions to improve client internal controls and accounting procedures. Understand internal control deficiencies, work on training entry level staff on internal control processes and develop comments for management letters. Understand risk assessment process and apply knowledge in completing all related forms. Prepare financial report (statements, notes and any supplemental information) and all other client deliverables. Adhere to the highest degree of professional standards and strict client confidentiality. Apply industry trends to analytics, formulate expectations and determine reasonableness. Demonstrate the ability to provide team with directions, play a key role in execution of audit engagement from planning to wrap-up, and develop audit program steps to identify risks to ensure that the assignment quality standards are achieved. Express ideas clearly and concisely both orally and in written form and write detailed document findings. Manage engagement staff to meet deliverable deadlines; identify roadblocks, and understand critical milestones to meet client service expectations. Provide quality on the job training and constructive feedback to Interns and Staff. Actively participate in learning and development opportunities, formal learning (CPE) and training programs. Attend professional development, networking events and training seminars on a regular basis. Qualifications: Bachelor's degree in Accounting from an accredited college/university required. MS degree in Accounting a plus. 3+ years of progressive audit experience in public accounting required. CPA certification preferred or demonstrated progress towards obtaining CPA certification, including required 150-credit coursework. Public Sector (i.e. schools, municipalities, counties, etc) experience required. Applied knowledge of Generally Accepted Auditing Principles (GAAP) for governments, Generally Accepted Auditing Standards (GAAS), and Generally Accepted Government Auditing Standards (GAGAS). General knowledge of the requirements of the Uniform Grant Guidance for federal compliance audits. Proficiency in use of Excel, Word and PFX Engagement audit software. Excellent analytical, technical and auditing skills. Excellent interpersonal and communication skills and strong work ethic. Ability to research complex accounting and auditing issues. Ability to work additional hours as needed to meet client deliverables. Must have access to a car and be willing to travel locally to clients when required. Compensation & Benefits: The compensation for this position ranges from $80,000-90,000. Actual compensation will be dependent upon the specific role, office location as well as the individual's qualifications, experience, skills, and certifications. At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: Medical, Dental, and Vision plans Basic Life, AD&D, and Voluntary Life Insurance 401(k) plan and Profit-Sharing program Flexible Spending & Health Saving accounts Employee Assistance, Wellness, and Work-life programs Commuter & Parking benefits programs Inclusive Parental Leave Benefits Generous Paid Time Off (PTO) Paid Firm Holidays Community & Volunteering programs Recognition & Rewards programs Training & Certification programs Discretionary Performance Bonus *Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas. PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law. To all staffing agencies: PKF O'Connor Davies, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD. #LI-NK1 #LI-HYBRID

At OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making OceanFirst a great place to work and do business. Great benefits include: Hybrid schedule after initial onboarding has been completed (4 days in office, 1 day remote), employee perks & discount programs, tuition assistance, incentive compensation program, professional development opportunities, and more! Apply today to #BecomeOceanFirst and make an impact in the local community! ABOUT YOUR ROLE Provide support to the Commercial Lending team's customer facing activities including the administration of various loan closing support tasks, portfolio account monitoring and reporting, and high-level customer service, including problem resolution and/or escalation. At the discretion of the Relationship Associate Team Lead, direct the job functions of the Commercial Loan Relationship Associates (RA). WHAT YOU WILL DO 1. In concert with the Commercial Lender and Closing Administrator, administer the customer facing loan closing process for new, modified and renewal loan facilities, including the loan closing coordination and, ensuring all required documentation is received and processed. These responsibilities include the independent calculations for loan disbursement, escrow and wiring functions. The Senior RA will be assigned to support the RM with complex commercial loan transactions and to work with the Closing Department to clear requirements to close. 2. Provide customer service to all current and prospective commercial lending customers. Research and resolve or delegate customer inquiries and issues and/or escalate to the appropriate RM as necessary. 3. Monitor clients' accounts, conduct initial research and delegate and monitor the loan servicing departments resolution of operational and transactional issues and inquiries, including payment and billing, overdrawn and uncollected accounts, past dues, account transfers, payments, pay offs, wire transfers, and advances. Provide updates and feedback directly to customers. 4. Assist RMs or work independently to track and resolve post closing exception deliverables. 5. Coordinate the ordering and tracking of required environmental and appraisal reports; ensure communication to Closing staff and update the electronic loan files as needed. 6. Assist the Team Leader with the tracking and reporting of the team's loan and deposit production. 7. Manage and/or provide assistance with the management of customer portfolios including collection of financial information, advances on lines of credit, coordination of loan payoffs and paydowns and other information to be collected for loan renewal and modification. 8. Manage the customers' needs with respect to treasury management, wires and other transactions at the direction of the Team Lead and/or RMs. 9. At the direction of the Team Leader, may coordinate schedules of the RAs. 10. Assist the Team Leader with training of new RAs. 11. At the direction of the Team Leader, act as a liaison between Commercial and other internal departments supporting the commercial lending customers. 12. May be asked to participate in special projects requiring the input of an RA under the direction of the Team Lead or Regional President. 13. Assist with updating of the Relationship Associate process and procedures as needed. Average salary range - $57,000 - 90,000 annually

Nuveen Green Capital (NGC) is a rapidly growing company with the goal of changing how our country's commercial real estate buildings produce and use energy. We finance commercial real estate new construction developments, substantial rehab projects, and retrofits of existing buildings with an innovative financing product called C-PACE (Commercial Property Assessed Clean Energy). Nuveen Green Capital is the nation's leading provider of C-PACE financing. C-PACE financing funds multi-million dollar energy, water, and resiliency measures within a commercial real estate project's construction budget and is paired with traditional construction, bridge, and permanent financing to complete a project's capital stack. C-PACE financing is attractively priced construction-to-permanent financing that is growing in popularity among real estate developers and property owners. The Senior Associate, Transaction Management is responsible for assisting in identifying investment opportunities via C-PACE lending secured by all real estate product types. Working with senior originations team members, the Senior Associate, Transaction Management plays a critical role in all aspects of loan origination, transaction management, and underwriting. The role supports the analysis and execution for originating new C-PACE investments on behalf of Nuveen Green Capital investors. The Sr. Associate, Transaction Management will benefit from rapid on-the-job learning, unparalleled strategic input, access to company executives and tremendous growth potential. **Key Responsibilities and Duties** Underwriting - Preparing term sheets for early-stage deals and assisting with presentation materials when needed. - Perform loan underwriting in support of senior debt originations team members through building financial models, conducting financial and credit analysis of properties, reviewing markets, underwriting borrowers, writing internal investment memoranda, assisting in internal and external processes, and conducting other key diligence. - Prepare credit committee memoranda, term sheets, and other associated documents. - Perform ongoing market and property-specific research. Transaction Management - Execute on a diverse pipeline of C-PACE projects of various complexity, triaging and prioritizing the most impactful next steps for the overall pipeline. - Communicate internally with originations, credit, legal, and asset management teams - Lead externally with clients and partners to keep the deal team on track for key milestones and closing. - Support relationships with developers and third-party capital providers. - Go above and beyond to ensure a positive customer experience, creatively solving challenging problems, and enthusiastically supporting Nuveen Green Capital's mission to be the Lender of Choice for our clients and partners. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required Qualifications:** + Minimum of 3+ years of Commercial Real Estate (CRE) underwriting experience **Preferred Qualifications:** + 5+ years of Commercial Real Estate (CRE) experience + 1+ year of CRE construction and/or development underwriting + Demonstrated interest in sustainability and/or clean energy deployment Related Skills Accountability, Adaptability, Clean Energy Acumen, Collaboration, Commercial Mindset, Consultative Communication, Continuous Improvement Mindset, Executive Presence, Prioritizes Effectively, Stakeholder Engagement **Anticipated Posting End Date:** 2026-01-30 Base Pay Range: $106,000/yr - $148,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Offered Wage: $132,650.00/year Duties: Analyze and interpret data in line with business goals and deliver value by using data to answer questions and communicate results through impactful visualizations. Provide timely information to support senior leadership in decision-making through dashboards for a wide range of personnel in the organization. Provide direction to data technical teams concerning how to implement an enterprise-wide business intelligence (BI) tool. Present large amounts of information in ways that are universally understandable or easy to interpret and spot patterns, trends, and correlations. Oversee visualization for data mining, presentation, and dashboard development. Conduct research for data issues and reports and translates business requirements into technical specifications. Education & Experience Requirements: Master's degree in Computer Science, Information Technology or related field (willing to accept foreign education equivalent) and three (3) years of experience as a Senior Associate, Advanced Analytics or related occupation performing end-to-end data analytics and designing data warehouse solutions, including testing, migration, administration, security management, and production support in the finance or insurance industry. Alternatively, a Bachelor's degree in Computer Science, Information Technology or related field (willing to accept foreign education equivalent) and five (5) years of experience as a Senior Associate, Advanced Analytics or related occupation performing end-to-end data analytics and designing data warehouse solutions, including testing, migration, administration, security management, and production support in the finance or insurance industry. Experience must include 3 years in all components of each of the following skills: Creating complex dashboards and key performance indicators (KPIs) using 2 or more of the following business intelligence (BI) tools: Tableau, Spotfire, Salesforce or SAP Crystal Reports; Designing and developing data pipelines to extract, transform, and load (ETL) data from Data Hub into TOAD for Oracle or similar SQL-based relational databases including AWS Redshift, SQL Server, PostgreSQL or Dremio; Gathering and translating business requirements into technical specifications using JIRA, Confluence and Agile for backlog grooming, sprint planning, and effort estimation; Creating and collaborating on deployment plans and managing design specification documents using Git, Subversion (SVN), Asana, and Bitbucket; Analyzing multiple data sources using SQL Server, Dremio, Snowflake, and PostgreSQL to blend data into creative dashboards and migrate dashboards from on-prem Tableau Server to Tableau Cloud; and Performing data mining to identify data issues, conduct in-depth statistical analysis of qualitative and quantitative data using Python, R, and AI/ML methodologies, and transforming and modifying data using AWS Redshift, PostgreSQL, Tableau, TOAD and SAP Crystal Reports. Eligible for Employee Referral Program. To apply, visit **************************** and search job title. Pay Transparency Overtime eligible: Exempt Discretionary bonus eligible: No Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93155

The Assurance Manager is responsible for supervising, directing, and reviewing the results through the delegation of tasks throughout the planning, field work and “wrap-up” stages of an Audit client engagement. In this role, the Assurance Manager is charged with marketing, networking, and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. Job Duties: Control Environment: Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures Applies a broad understanding of objectives and components of the overall control environment and organization, and supervisory controls Validates and assesses effectiveness of internal control over financial reporting Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures Identify and delegates functions of the audit to the auditor in charge as deemed appropriate Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work Provide on-the-job-training to the engagement staff during audit field work GAAP: Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles Identifies and consults with clients on the impact of new accounting pronouncements Monitors and communicates important professional, industry pronouncements Presents and discusses alternative generally accepted accounting principles and arguments for/against such alternatives Drafts complex financial statements and related footnote disclosures and effectively communicates these to client Identifies complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed SEC and PCAOB: Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles Reviews SEC filings, including MD&A, financial statements, and disclosures for appropriateness in form, content, completeness, and accuracy, and ensures that quarterly reviews are properly performed Reviews required communications to the client and Audit Committee, ensuring their completeness, accuracy, and compliance with Firm and professional guidelines Reviews Section 404 internal control audit work all necessary checklists to ensure their completeness and compliance with Firm and professional guidelines Ensures compliance with engagement independence requirements and consults internally as needed GAAS: Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement Applies a thorough knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work Provides guidance to others and affirms conclusions made by others Communicates matters required to be reported to the Audit Committee/Board and those charged with governance Applies the use of efficiency tools such as statistical sampling, CAATS, etc. Methodology: Applies knowledge and application of BDO standards that guide effective and efficient delivery of quality services and products Conducts detailed review to assure audit is completed in accordance with assurance manual standards Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness Recommends appropriate outcomes to critical issues Initiates and prepares client acceptance/retention procedures where appropriate Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines. Executes proper BDO methodology including but not limited to proper archiving procedures Considers Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients Research: Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information Defines methodology to conduct research projects and completes in a timely manner Applies comprehensive knowledge of all appropriate research tools and draws conclusions based upon appropriate research Prepares memo supporting research/conclusions and consults with others if appropriate Presents issues to RTD or concurring reviewer effectively and accurately Other duties as required Supervisory Responsibilities: Responsible for supervision of Associates and Senior Associates on all projects Review work prepared by Associates and Senior Associates and provide review comments Act as a Career Advisor to Associates and Senior Associates Schedule and manage workload of Associates and Senior Associates Provide verbal and written performance feedback to Associates and Senior Associates Teach/coach Seniors and Associates to provide on the job learning Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred Master's degree in Accountancy, preferred Experience: Five (5) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior significant supervisory experience, required Industry expertise in one or more assurance specialty, preferred License/Certifications: Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO's Assurance Licensing Policy, required If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines Software: Proficient with the Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Sound GAAP and GAAS knowledge Familiarity with SEC and PCAOB reporting rules Possess proven solid verbal and written communication skills Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients Possess client development/relationship-building skills Possess solid decision-making skills Ability to resolve complex accounting issues Ability to be responsible for business development and marketing Ability to be responsible for engagement profitability including billings and collections Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $120,000 - $140,000 Colorado Range: $95,000 - $120,000 Illinois Range: $100,000 - $125,000 Maryland Range: $105,000 - $125,000 Massachusetts Range: $105,000 - $115,000 Minnesota Range: $95,000 - $110,000 New Jersey Range: $104,000 - $112,000 NYC/Long Island/Westchester Range: $110,000 - $150,000 Ohio Range: $95,000 - $125,000 Washington Range: $95,000 - $115,000 Washington DC Range: $105,000 - $128,000

About Hofstra Hofstra University is nationally ranked and recognized as Long Island's largest private university located in Hempstead, N.Y. When you work at Hofstra, you join a team of talented professionals committed to preparing students for the challenges of tomorrow, in an environment that cultivates learning through the free and open exchange of ideas for the betterment of humankind. The work we do at Hofstra supports the education and well-being of our students, and the workforce of the future. While working towards this mission, employees can take advantage of many enriching experiences on campus. Whether it's a lunchtime lecture, a Division I NCAA athletics game, a musical concert, a theatre performance, or a visit to one of our two accredited museums, there is always something exciting to do at Hofstra. Enjoy the ease of going to the fitness center, taking a swim, or grabbing a bite to eat without having to leave our beautiful campus! Hofstra University is dedicated to recruiting and retaining a highly qualified and diverse academic community of students, faculty, staff, and administrators respectful of the contributions and dignity of each of its members. We welcome applications from individuals of all backgrounds and experiences and are committed to building a diverse and inclusive community. Position Title Senior Associate Director, Employee and Labor Relations Position Number 899677 Position Category Administration School/Division Human Resources (division) Department Office of Human Resources Full-Time or Part-Time Full-Time Description Reporting to the Vice President for Human Resources & CHRO, the Senior Associate Director of Employee & Labor Relations provides strategic and operational leadership in employee and labor relations, performance management, recruitment and onboarding and HR compliance. The role requires the ability to operate with a high level of discretion, independent judgment, and autonomy while navigating sensitive and complex issues. The Senior Associate Director serves as a trusted advisor and subject matter expert on complex personnel matters, labor relations, and employee engagement, offering thoughtful guidance that supports effective decision-making and strengthens organizational outcomes. Responsibilities include but are not limited to: * Advise and counsel supervisors, and employees on employee relations, performance management, and disciplinary actions, ensuring consistency and compliance with labor laws and institutional policies. * Serve as the University's primary resource for labor and employee relations matters, including the interpretation and administration of collective bargaining agreements across multiple bargaining units. * Investigate workplace complaints, prepare findings and recommendations, and work collaboratively with the Office of General Counsel as needed. * Represent the University in grievance and disciplinary hearings, as appropriate. * Partner with labor union representatives and management to foster positive, collaborative relationships and effective communication. * Develop and implement proactive employee relations initiatives that enhance engagement, retention, and workplace culture. * Partner with the Assistant Director of Human Resources Operations on the review, enhancement, and implementation of HR processes and workflows. * Partner with the Senior Director of Benefits Administration to coordinate responses to workplace accommodation requests under the ADA and related laws. * Manage unemployment claims and represent the University at hearings, as required. * Contribute to the development, communication, and implementation of HR policies, ensuring alignment with federal, state, and local laws, as well as University goals. * Partner with senior HR leadership on organizational design, change management, and professional development initiatives. * Supervise the Talent Management Specialist and mentor HR team members to ensure excellence in customer service, compliance, and overall HR service delivery. * Build strong working relationships across divisions to promote trust, transparency, and effective communication. * Serve as a representative of the HR Department on University-wide committees. * Oversee the University's Harassment Prevention Training Program and ensure full compliance with applicable regulations. * Perform other related duties as assigned. Qualifications * Bachelor's degree in Human Resources Management, Business Administration, Industrial/Organizational Psychology, or a related field. * Minimum of 5 years of progressive HR experience, specifically in employee and labor relations within a unionized environment. * Demonstrated experience advising leadership on complex personnel and labor matters and managing investigations. * Strong knowledge of federal and state employment laws, including FLSA, ADA, FMLA, Title VII, and collective bargaining practices. * Excellent interpersonal, written, and verbal communication skills, with strong negotiation and conflict-resolution abilities. * Proven ability to manage sensitive matters with a high level of discretion, professionalism, and confidentiality. * Advanced proficiency in Microsoft Office, HRIS platforms, and data analytics tools. * Ability to work before or after normal business hours, as needed, to support University operations. Preferred Qualifications * Master's degree in Human Resources Management, Labor Relations, or related discipline. * Professional certification (SHRM-CP/SCP, HRCI PHR/SPHR). * Experience working in higher education or another complex, unionized environment. * Demonstrated success managing cross-functional HR projects or organizational initiatives. * Experience with PeopleAdmin, Oracle, or similar HR systems. Special Instructions Deadline Open Until Filled Date Posted 12/01/2025 EEO Statement Hofstra University is an equal opportunity employer and is committed to extending equal opportunity in employment to all qualified individuals without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, national or ethnic origin, physical or mental disability, marital or veteran status or any other characteristic protected by law. Salary/Salary Range $120,000-130,000 Additional Information Hofstra University provides the above salary* as a good faith estimate of the starting pay range which considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and education. In addition to the salary offered, we offer a collegial and inclusive culture, and a benefits program which includes generous paid time off, paid holidays, tuition remission for employees and eligible dependents, and a retirement plan with University contributions. * Salary ranges indicated for positions covered under a Collective Bargaining Agreement are in accordance with the CBA.

World Insurance Associates is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete all Primary Activities. Essential Duties and Responsibilities Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member Other Responsibilities, as applicable May pull items such as MVR, CLUES, Risk Meters, RCE etc. Generate and send renewal proofs, if requested Check endorsement against request Document maintenance/retrieval Qualifications 2+ years' experience in Personal Property and Casualty Must hold state Property & Casualty insurance license Knowledge of Excel, Word, and other MS Office products to include basic formatting Knowledge of agency management systems and Carrier sites. Possesses a basic understanding of property and casualty coverage. Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. Able to meet quality standards and achieve urgent tasks. Strong written, oral, and interpersonal communication skills Able to follow a well-established and familiar set of activities and/or process to derive a solution. Works to achieve stated objectives and delivers results at the close direction of a senior team member. HS Diploma or equivalent Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $57,000 to $62,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MA1

Hours: 40 Pay Details: $92,220 - $149,310 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Audit Job Description: The Credit Risk Audit Manager II is accountable for overseeing the planning and execution for audits covering discrete business units or functional corporate areas. The job will also oversee the Audit team performing credit risk audits. There may be a possibility to hire remote if the right candidate possesses all the job requirements, job qualifications and preferred job qualifications. Job Responsibilities: Contributes to the Audit planning process for specific businesses/ functional units, including audit plans, resource requirements and budgets Has overall responsibility for completion of audits. Plans and leads audits and oversees staff working on multiple audits, forming conclusions, communicating scope/findings to business line. Performs testing of critical areas of audit. Performs review of audit documentation. Oversees findings follow up and issue validation. Ensures audits are executed and completed in accordance with established standards and within prescribed time, budget and scope parameters to ensure deadlines are met Oversees a small to medium sized team assigned to a given audit and provide coaching and feedback on performance throughout the audit Evaluates internal and external risks for assigned business lines and/or functions utilizing their subject matter expertise. Acts as primary contact with management regarding audit scope, findings and status Job Requirements: Bachelor's degree required 7+ years of relevant experience Preferred Requirements: Subject Matter Expertise in Credit Risk Some experience in Market Risk, Liquidity Risk and Capital Risk CIA certification #LI_AMCBCorporate Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Any PKFOD office location About PKF O'Connor Davies PKF O'Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients. Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence. At PKF O'Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work-life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives. If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O'Connor Davies is the place for you! The Audit Senior should be able to perform and direct the broadest range of accounting tasks so that the direct participation of managers or partners is kept to a minimum. This person will assist the engagement partner and/or manager in the development of audit strategy, planning, review and interpretation of audit findings within the Healthcare industry. The Senior may work with audit staff at the client's premises, managing the engagement in the field and performing audit procedures to the appropriate extent. These duties may include (but are not limited to): Essential Duties Knowledge of auditing, accounting standards and application of generally accepted accounting principles (GAAP, GAAS, Uniform Guidance & Yellow Book rules, where applicable). Apply technical skills, identify best practices and improvements, and consider applicability of best practices for audit engagements. Research complex accounting topics utilizing the Firm's research tools (Engagement, Accounting Research Manager, PPC, ETools, etc.). Understand internal control deficiencies, train entry-level staff on internal control processes and develop comments for management letters. Understand application of risk assessment process as it relates to the performance of audit procedures. Prepare financial reports (statements, footnotes and any supplemental information) and other client deliverables. Understand cash flow effects of complex activities (non-cash, acquisitions, etc.). Apply industry trends to analytics, formulate expectations and determine reasonableness of variances. Seek to understand the client's business as a whole, including competitors and trends, and show sensitivity to the client culture and business strategy. Demonstrate the ability to provide team with directions, play a key role in execution of audit procedures, from planning to wrap-up, and develop audit program steps to identify risks to ensure that the assignment quality standards are achieved. Perform a detailed effective in-charge level review of the team's work for finalization requirements. Express ideas clearly and concisely both orally and in written form and be capable of writing detailed audit findings. Manage engagement staff to meet deliverable deadlines; identify roadblocks, and understand critical milestones to meet client service expectations. Provide quality on the job training and constructive feedback to Interns and Staff. Actively participate in learning and development opportunities, formal learning (CPE) and training programs. BA/BS Degree in Accounting from an accredited college/university required. 3+ years' of progressive audit experience in public accounting required. Not-for-Profit engagement experience required. CPA certification or demonstrated progress towards obtaining CPA certification, including required 150-credit coursework. A solid understanding of audit services, with knowledge of GAAP, GAAS and FASB regulations. Single Audit experience preferred. Proficient with computer software packages and platforms including Microsoft Office Suite, ProSystems and CCH. Ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical, and research abilities. Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to the audit. Must be able to work additional hours as needed to meet client deliverables. Must be willing to travel locally to clients when required and have access to a car/public transportation. Compensation & Benefits: The compensation for this position ranges from $80,000-$90,000. Actual compensation will be dependent upon the specific role, office location as well as the individual's qualifications, experience, skills, and certifications. At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: Medical, Dental, and Vision plans Basic Life, AD&D, and Voluntary Life Insurance 401(k) plan and Profit-Sharing program Flexible Spending & Health Saving accounts Employee Assistance, Wellness, and Work-life programs Commuter & Parking benefits programs Inclusive Parental Leave Benefits Generous Paid Time Off (PTO) Paid Firm Holidays Community & Volunteering programs Recognition & Rewards programs Training & Certification programs Discretionary Performance Bonus *Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas. PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law. To all staffing agencies: PKF O'Connor Davies, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD. #LI-NK1 #LI-HYBRID

Qualifications Bachelor's degree in Human Resources Management, Business Administration, Industrial/Organizational Psychology, or a related field. Minimum of 5 years of progressive HR experience, specifically in employee and labor relations within a unionized environment. Demonstrated experience advising leadership on complex personnel and labor matters and managing investigations. Strong knowledge of federal and state employment laws, including FLSA , ADA , FMLA , Title VII , and collective bargaining practices. Excellent interpersonal, written, and verbal communication skills, with strong negotiation and conflict-resolution abilities. Proven ability to manage sensitive matters with a high level of discretion, professionalism, and confidentiality. Advanced proficiency in Microsoft Office, HRIS platforms, and data analytics tools. Ability to work before or after normal business hours, as needed, to support University operations. Preferred Qualifications Master's degree in Human Resources Management, Labor Relations, or related discipline. Professional certification ( SHRM -CP/ SCP , HRCI PHR / SPHR ). Experience working in higher education or another complex, unionized environment. Demonstrated success managing cross-functional HR projects or organizational initiatives. Experience with PeopleAdmin, Oracle, or similar HR systems.

Job Description World Insurance Associates is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete all Primary Activities. Essential Duties and Responsibilities Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member Other Responsibilities, as applicable May pull items such as MVR, CLUES, Risk Meters, RCE etc. Generate and send renewal proofs, if requested Check endorsement against request Document maintenance/retrieval Qualifications 2+ years' experience in Personal Property and Casualty Must hold state Property & Casualty insurance license Knowledge of Excel, Word, and other MS Office products to include basic formatting Knowledge of agency management systems and Carrier sites. Possesses a basic understanding of property and casualty coverage. Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. Able to meet quality standards and achieve urgent tasks. Strong written, oral, and interpersonal communication skills Able to follow a well-established and familiar set of activities and/or process to derive a solution. Works to achieve stated objectives and delivers results at the close direction of a senior team member. HS Diploma or equivalent Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $57,000 to $62,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MA1 Powered by JazzHR C3HN8xqu4V