Senior associate jobs in Spring, TX

At Repsol, we are committed to equality and do not request personal information. We believe that diversity contributes to innovative ideas and provides added value that enables us to benefit from mutual learning and perform our best work. Here, what counts is your experience and your ability to create value. We offer you the opportunity to grow professionally, develop your career with challenging projects and collaborate with talented people worldwide. As a company committed to diversity and inclusion, we encourage all professionals who meet the job description requirements to apply. Company Profile: Repsol is a globally integrated multi-energy company headquartered in Madrid, Spain. With a team of 25,000 employees across more than 20 countries, we proudly serve 24 million customers worldwide. Our diversified renewable energy portfolio totals nearly 3,700 MW of installed capacity, with a strong presence in Spain, the United States, and Chile. As part of our commitment to a more sustainable future, low-emissions generation is at the core of our strategy to achieve net-zero emissions by 2050. Repsol Renewables North America (RRNA) plays a key role in this vision, with aims to increase generation capacity between 3,000 - 4,000 MW by 2027. We are driven by innovation, collaboration, and purpose. Repsol offers a comprehensive Employee Value Proposition (EVP), including a holistic Total Rewards program that supports the wellbeing, growth, and contributions of our people. Join us in shaping the future of energy. Job Summary: Repsol Renewables North America (RRNA) is seeking a Financial Planning & Analysis (FP&A) Senior Associate to support financial management and reporting activities. The FP&A Associate will work closely with the head of FP&A and an interdisciplinary team (O&M, E&C, Development, Energy Management, Finance, Corporate functions, etc.) to drive project-level financial reporting and model stewardship across RRNA. You will own the internal financial model and reporting for assigned projects, ensuring accurate reporting, scenario analysis, and management insights. You will coordinate and deliver external reporting packages to lenders, tax equity investors, JV partners, and other stakeholders, maintaining consistency and auditability between internal and external views. The position is based in Downtown Houston with a hybrid work model of 3 days in the office and 2 days from home. Key Responsibilities * Own project performance reporting: P&L, cash flow, KPIs, and variance analyses versus budget and forecast; provide clear narratives and recommended actions. * Lead monthly project reviews with internal stakeholders; explain drivers, quantify impacts, assign owners and due dates, and track follow-through. * Prepare and deliver external partner reporting (lenders, tax equity, JV), including recurring packages, compliance certificates, covenant calculations, and timely Q&A. * Develop and maintain project financial models; update forecasts with latest actuals and operational inputs. * Coordinate cross-functional inputs (Asset Management, O&M, E&C, Development, Accounting) to build reforecasts and the annual budget for assigned projects. * Produce forward-looking cash, highlighting liquidity needs, distribution capacity, and key risks/opportunities. * Support funding and distributions: prepare distribution calculations and materials for approvals. * Create concise management materials that translate analysis into actional insights and decision support. * Contribute to FP&A process improvements and ad-hoc projects. Requirements/Qualifications * Advanced Microsoft Excel and PowerPoint skills. * Sound analytical, planning, and organizational skills. * High degree of accuracy and attention to detail in financial reporting. * Understanding of accounting principles as it relates to financial reporting, forecasting and analysis across the income statement, balance sheet and statement of cash flows. * Positive attitude and willingness to contribute to a dynamic and team-oriented culture * Strong ability to communicate complex financial concepts through clear and concise reports and presentations Education/Experience * Bachelor's degree in finance, business, or accounting * 2+ years of relevant work experience, preferably in industries such as renewable power, engineering, construction, or infrastructure Repsol is an Equal Opportunity Employer M/F/Disability/Veteran

Excited to grow your career? BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers. About the job: Description * Participate in the origination and end-to-end execution of M&A and Project Finance Advisory (PFA) deals * Develop detailed financial models to perform valuation exercises (DCF, FCFE, DDM, transaction multiple analysis, etc.), Fairness Opinions, and capital structure analyses (Acquisition Finance, maximum debt capacity, debt structure alternatives etc.) * Assist in the preparation of pitching materials and transaction documentation (including teaser, information memorandum, management presentation, process letter, internal presentations, and market debt sounding materials, among others) * Coordinate due diligence efforts by liaising with internal and external advisors, managing data rooms and facilitating information exchange * Interact with clients both during the origination and execution of M&A and PFA deals * Conduct comprehensive industry and market research to help originating new deals, identify potential targets and understand industry trends * Responsible for drafting marketing materials (pitches) and deal materials (IMs, Teasers, Board presentations, capital structure presentations, etc.) * Collaborate with other CIB teams to promote cross-selling of products and ensure smooth deal execution * Actively participate in the training of analysts Qualifications * Bachelor's degree in Business Administration, Finance, Economics, Law or Engineering. MBA qualifications will be valued, but not a must to have * A minimum of 4 - 6 years of M&A experience in an investment bank or boutique * Strong financial modeling, valuation, communication and presentation (verbal and written) skills * Bilingual: English and Spanish required * Cultural skills: customer first, we think big and we are one team * Leadership skills: Empowerment, entrepreneurship, commitment to responsibilities * Cross-cutting skills: Continuous learning, effective communication, data-driven decision making, knowing how to give and receive feedback * SIE, Series 79, and Series 63 are required or must be obtained within six months of employment All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our Houston Office, the expected base salary ranges from $115,000 to $140,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. * Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions Legal requirements It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. Pay Transparency Policy Statement The contractor 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 (41 C.F.R. 60-1.35 (c)). Individuals with Disabilities BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: disabilityaccessjobs.us@bbva.com or by calling toll-free (in the U.S.) **************. Please indicate the specific type of assistance needed*. * The disability access telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related or technical issues, will not receive a response. EEO Statement BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch have a firm and unwavering policy to provide equal employment opportunity without regard to age, citizenship, color, disability, ethnic origin, gender, gender identity and expression, marital status, nationality, national origin, race, religion, sexual orientation, genetic predisposition, protected veteran status, or any other status or classification protected by federal, state or local law. This policy includes all job groups, classifications and organizational units. With regard to employment, this policy extends to applicants and covers our recruiting, hiring, promotion, transfer, demotion, discipline, termination, benefits, compensation and training practices as well as social and recreational activities. View the "EEO is the Law" & "View the EEO is the Law Supplement Poster" poster. BBVA USA, BBVA Securities, Inc., and BBVA NY are equal opportunity and affirmative action employer.

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Assurance team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior to join their dynamic team. For private and closely-held companies, precise financial statements provide the accurate information needed to effectively manage successful business relationships. Taking this simple step minimizes risk and provides peace of mind to key lenders and stakeholders. Our assurance advisors offer specialized and personalized audit expertise that gives you and your stakeholders the confidence and financial insight needed to make sound business decisions. As a registered member of the Public Company Accounting Oversight Board (PCAOB), we adhere to the highest professional standards and provide a full range of assurance services. We focus on building trusted relationships, clear communication and efficiency throughout the audit process, making the audit experience effortless so you can focus on what's next. Responsibilities: * Accurately and skillfully performing audits. * Preparing audit work papers and adjusting trial balances. * Utilizing time management to plan and schedule client engagements. * Assembling trial balances and compiling financial statements into a written report to be presented. * Effectively communicating the accuracy of financial statements and other financial information to clients and co-workers. * Continuously fostering relationships with coworkers and clients. * Traveling to some to client sites. Qualifications: * 4-year bachelor's degree in Accounting * Master's degree preferred * Licensed CPA preferred * 3-5 years of experience working for a public accounting firm * Developed specialties in Manufacturing and/or Technology * Understanding and applying Excel skills * Successfully using CaseWare or other audit software * Demonstrating exceptional verbal and written communication skills * Working effectively and personably within a team $70,000 - $124,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: * Medical, Dental, and Vision Insurance on the first day of employment * Flexible Spending Account and Dependent Care Account * 401k with Profit Sharing * 9+ holidays and discretionary time off structure * Parental Leave - coverage for both primary and secondary caregivers * Tuition Assistance Program and CPA support program with cash incentive upon completion * Discretionary incentive compensation based on firm, group and individual performance * Incentive compensation related to origination of new client sales * Top rated wellness program * Flexible working environment including remote and hybrid options What's in it for you: * Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. * An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. * A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. * Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. * Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. * Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM's National Healthcare Consulting practice is searching for a Senior Associate who will provide healthcare regulatory and reimbursement consulting services to clients, potential clients and centers of influence. RSM's Healthcare Regulatory recovery services are designed to identify high-impact Medicare cost report-related opportunities, including Medicare Critical Access Hospitals, PPS hospitals disproportionate share, bad debts, wage index and other related issues. As a member of the National Healthcare Consulting practice, you will join professionals with a broad knowledge of the healthcare industry including: financial analysis and revenue performance management, regulatory reporting and compliance, and healthcare technology. You will be part of a collaborative consulting team to deliver exceptional client service to meet our client's objectives. The Healthcare Regulatory Senior will also understand the consulting cycle process within the healthcare industry. As a contributor he/she will support the building of a world class healthcare practice through listening to client needs, proposal development and presentation of solutions. * Open to candidates based nationally* Responsibilities: * Develop ongoing relationships to build client loyalty and confidence * Assist in scoping and planning multiple projects * Performs Medicare Cost Report compilations and other engagements of all sizes related to Regulatory Recovery services such as: Critical Access Hospital, Medicare DSH, SSI, Medicare bad debts, IME/GME shadow billing support, Medicaid HER incentive payment, Wage Index * Ability to analyze and communicate financial and operational data to management for decision-making and strategic planning * Maintain / develop a high degree of expertise in Medicare, Medicaid and third-party reimbursement procedures and reports * Participates in the development of new consulting products and practice aids, as appropriate Basic Qualifications: * Bachelor degree in accounting, finance, business or other related field * 2-4 years of experience in healthcare reimbursement, either with a consulting firm or in a hospital setting; OR audit experience, ideally in the healthcare industry * Familiarity with Medicare, Medicaid & Blue Cross reimbursement reports and/or hospital cost reports preferred * Financial and business acumen * Superior verbal and written communication skills, attention to detail and accuracy, project management, organization, prioritization and follow-up skills * Strong skills in critical thinking, problem identification and resolution and process improvement. * Must be a team player yet able to work independently At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $81,400 - $153,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

The Specialized Tax Services (STS) Tax Senior, Business Incentives Group is responsible for leading or supporting our services to identify, calculate, document, and support on examination by tax authorities Business Incentive Group (BIG) tax credits and other tax incentives. In this role, and utilizing their educational knowledge, experiences, communication, and organizational skills, STS Tax Credits & Incentives Senior Associates work with senior STS professionals to, among other things, prepare project workplans and budgets, interview client personnel to obtain data and documentation relevant to calculating and documenting available tax credits and incentives, prepare reports for clients describing their available tax benefits and supporting facts, and train and mentor STS BIG Interns, Associates, and possibly other Senior Associates to enable them to do so. Job Duties: Tax Consulting Develops long-term, mutually beneficial client relationships Provides premier-quality services to our clients leveraging and/or improving our standard business practices and technologies Leads or participates actively during interviews with client personnel to identify and document qualifying activities and costs Prepares or reviews calculations, qualified cost schedules, descriptions of qualified activities, supporting client documentation, etc. Completes tasks efficiently and effectively, organizing workpapers so that required revisions are minimal Takes initiative to ensure proactively that due dates are met Prepares or reviews final client deliverables summarizing, e.g., our analysis and results Participates in researching potential new clients, their tax position, facts that might trigger issues or opportunities for them, etc. Operates online research tools efficiently to gather pertinent tax, legal, industry, and other information Continues building tax knowledge by monitoring relevant tax laws and educating oneself on tax strategies Complies with industry standards and the policies outlined in the BDO Tax Quality Manual Supervisory Responsibilities Trains and mentors STS BIG Interns, Associates, and possibly other Senior Associates Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree, required Experience: Two (2) or more years prior experience in accounting, tax or finance (including internships), required Prior experience in research and development and/or other tax consulting roles (e.g. accounting methods, 263A, FDII), preferred Experience in preparing/reviewing tax provisions, corporate taxation, consolidations, and partnerships, preferred License/Certifications: Currently holds or working towards Certified Public Accountant license, Enrolled Agent certification, or Juris Doctorate degree, preferred Software: Advanced proficiency in the use of Microsoft Office Suite, especially Microsoft Excel & Word, preferred Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Entrepreneurial spirit and leadership mentality Ability to interact effectively with people at all organizational levels of BDO Ability to work independently and within a team environment with a focus on superior customer service Exceptional organizational and project management skills, with ability to multi-task in a fast-paced, deadline-driven environment Strong initiative, drive to lead, and desire and ability to enhance and grow the STS practice Building, maintaining, and utilizing networks of client relationships and community involvement 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. National Range: $73,500 - $131,250 Maryland Range: $73,500 - $131,250 NYC/Long Island/Westchester Range: $73,500 - $131,250 Washington DC Range: $73,500 - $131,250

174 Power Global is engaged in originating, developing, contracting, and operating solar power plant and energy storage facilities throughout the United States and Mexico. The company builds on a decade of global leadership in solar PV, combining first class products, processes and partnerships to deliver utility scale energy solutions, customized for local energy markets. The 174 Power Global team has expertise in all aspects of power plant financing, development, asset management, engineering, construction, operation and maintenance. Headquartered in Irvine, California, 174 Power Global is an affiliate company of Hanwha Group, a FORTUNE Global 500 firm and one of the largest business enterprises in South Korea. POSITION OVERVIEW The Treasury Associate position reports to Treasury Manager assisting in the areas of Treasury including cash management, monthly Treasury accounting, monthly cash flow forecasting, tracking of loans, Letter of Credit (LC), financing costs (e.g., interest, bank fees, etc.), and other treasury activities, as necessary. The employee may be required to perform other job-related duties as requested by management. All duties will be assigned in accordance with applicable laws and company policies. This position is located in Houston, Texas, and the ideal candidate will be within commutable distance to the Houston office location. RESPONSIBILITIES Assist in day-to-day cash operations, wire transfer payments and bank templates, account maintenance, and funding. Process AP, consolidate into one Payment List for Treasury Manager's review, and initiate wire transfers, ensuring payments are released timely. Monitor daily cash position to include daily cash management for all bank accounts to ensure bank account deposit limits. Maintain and reconcile deposit position to banks and SAP. Communicate with multiple stakeholder groups in assisting with monthly cash forecast. Participate in building relationships and liaising with the banking partners in term of bank accounts, loans, and other financing activities. Assist with LC management with the Treasury Manager to issue new and existing LCs timely. Prepare cash balance reporting and establish distribution cadence. Assist with KYC requests from banks and support opening/closing bank accounts. Investigate and resolve day to day bank related inquiries. Assist with responding to audit requests, work with external and internal auditors on supporting information requirements. Assist with other special projects and analysis as needed. KNOWLEDGE/SKILL REQUIREMENTS Knowledge of basic banking and financial instruments. Demonstrated ability to work effectively in a small team environment. Demonstrated ability to work in a high-pressure, fast-paced environment. Demonstrated ability to be proactive and manage timely deliverables. Able to prioritize effectively, achieve commitments and deliver results. Possess a high level of financial integrity, strong discipline, and a high degree of accuracy. Team-oriented and able to interact effectively. Excel and PowerPoint skills; experience working and extracting information from various accounting platforms (e.g., SAP) are also beneficial. QUALIFICATIONS Bachelor's degree in Finance, Accounting, Economics, or equivalent work experience. Minimum of 3 years' experience in a Corporate Treasury department. Operating experience with online bank platforms. Basic understanding of investments, capital management and US GAAP accounting. Ability to work effectively and efficiently in fast-paced and dynamic environment. Bilingual, English and Korean required. Operating experience with SAP is a plus. CTP (Certified Treasury Professional) is a plus. COMPENSATION $75,000 to $95,000 Salary 1 7 4 P o w er Global provides equal employment opportunities (EEO) t o a ll employees an d ap plicants for employment without r egard t o r a ce, color, r eligion, s ex, na t ional origin, ag e, d isability or g enetics. www . 1 7 4 powerglobal.co m .

JOB DETAILS: Title: Deal Advisory Services Senior Associate Classification: Full-time; Exempt Department: Deal Advisory Services Office expectations: Monday - Thursday in office; remote on Fridays if desired How We Work Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? Participate in and lead financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management Prepare/evaluate pro forma financial information Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management Evaluate effects of seasonality and cyclicality on cash flow requirements Assist with writing detailed reports and perform financial statement analysis, including the quality of earnings, potential liabilities and risks, and the impact of findings on the valuation of the target company Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions Member of engagement teams with senior client executives, attorneys, investment bankers, and private equity investors Grow skills to reinforce relationships with current and prospective clients of the firm How Will You Get Here? Bachelor's degree in Accounting required; Master's degree preferred CPA license or CPA eligibility preferred 2-3 years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, or transaction advisory services experience (experience related to mergers and acquisitions or financial due diligence preferred) Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, or transaction services Ability to independently manage multiple projects and act autonomously while being a team player Capable of independently performing research of industries, markets, economies, etc. Excellent written and verbal communication skills Strong time management skills and ability to meet deadlines in a fast-paced environment Proficiency with Microsoft Office, primarily Excel Willingness and ability to travel when necessary Why Should You Apply? Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans) Voluntary Dental and Vision Insurance 17 Annual Firm holidays, with extended breaks around July 4 th and year end 20 days PTO for Salaried Employees Paid Maternity and Parental Leave 401(k) with Profit Sharing Discretionary Bonus Program Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees Health & Wellness Program Pet Insurance Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************* . All employment is decided on the basis of qualifications, merit, and business need. #LI-HYBRID

Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that's the Power in the Plus! Withum's Auditing and Attest Engagement services are the cornerstone of our firm. Withum's audit and advisory team possess the expertise necessary to give stakeholders confidence in financial information. This team provides audit services, review and compilation services and other agreed upon audit procedures to a variety of client sizes and industries. This Audit Senior role will be based out of our Houston, TX office. You'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients. Withum's brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities. How You'll Spend Your Time: * Leading the engagement team staff on the planning and execution of an audit, review or compilation engagement to effectively and efficiently provide world-class client service * Overseeing the day-to-day operations of the audit engagement from staffing, planning, risk assessment, fieldwork, financial reporting and the conclusion * Providing supervision and support to the engagement staff and promote open communication to the engagement manager and partner * Collaborating with managers and partners on client issue resolutions and making recommendations for any legal, regulatory and accounting issues that arise during an audit engagement * Reviewing all scheduled and non-scheduled general ledger accounts for accurate entries * Creating and tracking engagement budgets to review for inefficiencies that may arise during the audit * Conducting constructive discussions with team members on their evaluations and providing counsel accordingly * Serving in professional development programs as an instructor or discussion leader The Kinds of People We Want to Talk to Have Many of The Following: * Bachelor's degree in accounting * Licensed CPA, or working towards CPA certification * At least 2 years of public accounting experience, with experience leading multiple engagements and supervising staff * Excellent analytical, technical, and auditing skills including familiarity with US GAAP * Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships * Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment * Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management * Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skill * Ability to travel as needed #LI-MD1 #LI-Hybrid WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.

Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that's the Power in the Plus! Withum's Auditing and Attest Engagement services are the cornerstone of our firm. Withum's audit and advisory team possess the expertise necessary to give stakeholders confidence in financial information. This team provides audit services, review and compilation services and other agreed upon audit procedures to a variety of client sizes and industries. This Audit Senior role will be based out of our Houston, TX office. You'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients. Withum's brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities. How You'll Spend Your Time: Leading the engagement team staff on the planning and execution of an audit, review or compilation engagement to effectively and efficiently provide world-class client service Overseeing the day-to-day operations of the audit engagement from staffing, planning, risk assessment, fieldwork, financial reporting and the conclusion Providing supervision and support to the engagement staff and promote open communication to the engagement manager and partner Collaborating with managers and partners on client issue resolutions and making recommendations for any legal, regulatory and accounting issues that arise during an audit engagement Reviewing all scheduled and non-scheduled general ledger accounts for accurate entries Creating and tracking engagement budgets to review for inefficiencies that may arise during the audit Conducting constructive discussions with team members on their evaluations and providing counsel accordingly Serving in professional development programs as an instructor or discussion leader The Kinds of People We Want to Talk to Have Many of The Following: Bachelor's degree in accounting Licensed CPA, or working towards CPA certification At least 2 years of public accounting experience, with experience leading multiple engagements and supervising staff Excellent analytical, technical, and auditing skills including familiarity with US GAAP Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skill Ability to travel as needed #LI-MD1 #LI-Hybrid WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.

Description & Requirements The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements. What You Will Do: * Perform detailed audit procedures over various income statement and balance sheet accounts * Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks * Deliver exceptional client service that exceeds expectations through timely, unmatched support while cultivating strong relationships as a trusted advisor and partner in their success * Collaborate proactively with key client management to identify issues and recommend practical solutions. * Take ownership of assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes * Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation. * Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge * Support the proposal process for prospective clients by contributing insights and helping articulate the firm's capabilities and areas of expertise * Collaborate on Forvis Mazars-sponsored technical publications and contribute to internal learning and development sessions to share knowledge and foster team growth * Represent the firm at campus recruiting events, engaging with top-tier university talent to promote the company's brand, share career opportunities, and support early talent acquisition initiatives Minimum Qualifications: * Bachelor's Degree in Accounting or related field * 2+ years of relevant audit experience * Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy. * Proficiency in Microsoft Office Suite * Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. Preferred Qualifications: * Master's Degree in related field * Current and valid CPA (Certified Public Accountant) license * Experience with Caseware software for financial reporting and audit documentation #LI-HOU #LI-KH3

Job Description Job Title: Senior Research Tax Credit Associate Department: Research & Development Reports to: RTC Manager Employment Type: Full-Time Join a Fast-Growing Firm That's Redefining Tax Advisory and Finance Talent Solutions ABGI USA, a Group SNEF company, is not your typical advisory firm. We are a national leader in specialized tax advisory and finance talent solutions, trusted by CPAs, accounting firms, and businesses of all sizes. As part of a global network spanning 15 countries, we combine deep local expertise with international reach, delivering innovative, impactful solutions that fuel business growth and operational excellence across industries. At ABGI USA, we are redefining what it means to be a forward-thinking advisory firm. Our teams are made up of seasoned professionals and emerging talent, working together to solve complex challenges, drive measurable results, and deliver exceptional value to our clients. We believe that our people are our greatest asset, and we are committed to fostering a supportive, engaging, and empowering culture where collaboration, creativity, and excellence thrive. We prioritize employee development, growth, and well-being, offering competitive compensation, robust benefits, and a flexible, modern work environment designed to meet the needs of today's finance and operations professionals. Here, your expertise, insight, and leadership are recognized, valued, and amplified. If you are a results-driven, strategic, and innovative professional who is ready to contribute to a dynamic, growth-focused organization, make a real impact, and shape the future of finance and advisory services, ABGI USA is the place for you. Join us and be part of a team that is transforming the industry and building a legacy of success. About the Role We are seeking a highly motivated and experienced Senior Research Tax Credit (RTC) Associate to join our Houston-based team. Reporting to the Manager or Senior Manager, RTC, you will independently manage R&D tax credit studies, provide technical mentorship to junior associates, and act as a subject matter expert (SME) across a diverse set of client files. This hybrid role requires strong project ownership, collaborative spirit, and commitment to excellence. Responsibilities • Mentor and develop Associate-level team members in partnership with senior leadership. • Demonstrate mastery of the RTC study process from start to finish. • Independently manage client files within scope and budget while overseeing file progress for managers. • Log and track activity in Salesforce CRM on a daily (preferred) or weekly basis. • Collaborate with engineers, scientists, lawyers, CPAs, and MBAs to analyze technical data and create client value. • Analyze confidential financial and technical data for tax credit qualification. • Ensure projects are delivered on time using strong project management skills. • Draft and review comprehensive technical reports and deliverables to support tax credit claims. • Become an expert in R&D tax credits and guide both clients and team members in best practices. • Assist with department initiatives focused on operational efficiency and knowledge sharing. Basic Qualifications • Minimum of 1+ years of experience in R&D Tax Credit and tax incentives within a professional services firm. • Bachelor's degree from an accredited university in business, accounting, economics, or a science/engineering related field. • Proven expertise in R&D tax credit qualification and client interaction. • Strong research abilities with comprehensive knowledge of tax law, regulations, and industry updates. • Excellent verbal and written communication skills. • Ability to travel up to 25%. Preferred Qualifications • Experience using Salesforce CRM. • Experience with Excel, preferably advanced • Advanced degree (MBA, JD, LLM) is highly preferred. • Demonstrated experience mentoring entry-level professionals. Perks and Benefits • Full Medical, Dental, Vision, STD, LTD, Critical Illness • Free Membership to OneMedical • Free Access to CALM app • Competitive base salary with aggressive performance-based incentives • 401(k) Matching and Vested Day 1! • Competitive PTO plan • Hybrid work schedule Apply now and let's build together! At ABGi we believe sharing is growing. We believe that your growth is our growth. We invest in you. We are a collaborative environment and built from a core set of beliefs that diverse minds, backgrounds and skill sets bring an unparalleled employee experience; thus translating to an exclusive and shared experience to our clients. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. All qualified applicants will receive consideration for employment without regard to any protected characteristic under applicable law.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located in Houston, TX or Pittsburgh, PA. Overview: As part of BNY's Corporate Trust business (Structured Debt Platform), the CLO Reporting Analyst Team delivers timely, accurate, and insightful reporting on Collateralized Loan Obligations for internal stakeholders and external investors. You will be a partner through Analytics, Operations. Client Service and other stakeholders This role supports BNY's strategic pillars-Be More for our Clients, Run our Company Better, and Power our Culture-by ensuring transparent communication, operational excellence, and a collaborative mindset. In this role, you'll make an impact in the following ways: Owns and runs portfolio Compliance and waterfall Models and deliver quality 1st draft to CSM: CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and prepare draft periodic reports based on agreed timeline between CSMs and RAs. Agree tests with client: Reporting analysts will liaise directly with clients to agree on the tests results. This includes discussions and agreement on inputs/parameters impacting tests. Resolve basic modelling issues: Reporting team will also own fixing basic modeling issues highlighted during the reporting cycle. For significant model change, Analytics team will get involved. Engage Position Services to resolve exceptional data issues identified: For more complex or unusual data problems, reporting team will collaborate with Position Services to get those sorted out efficiently. Operates between Position Servicing and CSM: This team will act as the go-between for Position Servicing and the Client Service Manager, making sure communication flows smoothly and tasks are coordinated. Analyze and incorporate Client/Auditor feedback on test results: Reporting team will be responsible to work on any client/auditor feedback related to models/ test results. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience; advanced degree in quantitative analysis preferred. 3-5 years of experience preferred. Experience in quantitative finance and technology preferred. Any experience in CLO, structured finance, or fixed-income reporting will be preferred. Prior experience in Analytical role like Financial modeling, valuation models, Data Analytics. Proficiency in VBA/SQL will be valuable. No direct reports; provides guidance to more junior analysts and is primarily responsible for the accuracy and quality of own work and the work of assigned project team members. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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

This role is located in Houston and would suit an ambitious individual looking to develop their career in professional services with a focus on intelligence, advisory and search. We operate a hybrid model with a blend of office based and working from home. HC Group has a broad spectrum of clients from across the agricultural supply chain, whether engaged in the origination, processing and distribution of agricultural products, the manufacturing of food and feed ingredients or the development of new technologies in human and animal nutrition. Would suit an individual who is: Naturally curious and interested in developing their skills through real life, day to day interactions Collaborative - we share knowledge, experiences and relationships across our business Passionate about helping organizations develop their efforts around energy transition and ESG Desired Experience: 3+ years working in recruitment or executive search Knowledge of commodity markets Demonstrable experience of building and growing a community of clients and candidates Detailed job description available on application. Who we are: Founded in 2003, HC Group is an established retained search, intelligence, and advisory firm, offering tailored solutions to organisations operating across the international energy and commodities markets globally. For more information on the Commodities sector and HC Group, please visit our website: *************************** ***************************hc-insider/hc-insider-podcast Must be able to work in the USA

Job Description We manage money for thousands of families and Institutional clients globally, with expertise in all major asset classes, including public equity, fixed income, alternatives, private equity, venture capital, real estate, non-performing credit and natural resources. We offer independent business advisory and corporate financial services. We advise our family office clients on private equity, mezzanine, senior, and project debt procurement and investment, as well as buyside, sellside and going-private, hostile defense, recapitalization and restructuring transactions. Senior Associate - Capital Formation - RIA The Capital Formation team is focused on expanding the capital base of our Registered Investment Advisor. This role will primarily support the ongoing service and advisory efforts for many of the firm's longest-term and deepest Partner relationships in addition to sourcing new Partners to invest with the firm. This position will primarily focus on the Houston & New York market. Key Responsibilities: Support the management of ongoing relationships with Investors as led by a senior member of the team, including portfolio advisory, investment inquiries, and liquidity maintenance. Monitoring existing Partner investments and growing the assets with existing Partners. Leveraging personal networks to identify new prospective Investors. Requirements: 5 years of experience in a relationship management and business development role in a fast-paced industry Series 65 or willingness to obtain within 90 days of hiring Outgoing personality and the ability to interact with rooms full of people with confidence Team player with a strong work ethic Ability to work in a fast-paced environment under strict deadlines Exceptional organizational and written communication skills and exacting attention to detail Proficient in Microsoft Office Suite Basic competencies in CRM software with an ability to expand Compensation Structure: Guaranteed Compensation will be commensurate with experience Long-term equity incentives are provided based on success Opportunity to earn quarterly bonuses based on the value added to the organization and firm's profitability We offer a generous PTO plan, along with an excellent Benefit Portfolio Featured benefits Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Paid maternity leave

Job Description Doeren Mayhew is a $235 million tax, assurance and advisory firm headquartered in Troy, Michigan with 18 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 46th largest CPA firm in the U.S. and is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you Doeren Mayhew is growing rapidly and looking to add a Senior Audit Associate to our Houston, TX office. The Senior Audit Associates have the opportunity to work as a member of an engagement team serving a diverse client base of industries such as manufacturing, construction, dealerships, governmental and non-profit, wholesale and distribution, retail, restaurant and more. Doeren Mayhew offers a diversified experience in public accounting providing our employees with many opportunities to grow, develop and advance within their careers. Responsibilities: Work as a member of an engagement team serving clients in industries such as manufacturing, construction, dealerships, governmental and non-profit, wholesale and distribution, retail, restaurant and more. Participate and lead all phases of an audit, including planning, control analysis and testing, substantive procedures, as well as identifying and assisting clients with issues and reporting. Preparation and review of financial statements, workpapers, audit programs, etc. Reviewing and analyzing client internal controls Identifying and resolving client issues Communicating with clients on a daily basis Work closely with clients and associates to develop client and project risk assessments, implementations, and recommendations. Maintain active communication with engagement team and clients to manage expectations, deadlines, and deliverables Preparation and review of financial statements and management reports. Present new ideas and improvements to current processes and tasks in order to achieve firm and departmental goals. Train new and less experienced associates on firm technology, processes and procedures. Review the work of less experienced associates and provide guidance/mentorship to assist them in developing technical skills. Seek opportunities to participate in business development and begin to build network of referral sources. Qualifications: Bachelor's Degree in Accounting CPA License preferred Minimum 2+ years of current experience in audit practice Experience performing financial, operational or system audits is desired Ability to demonstrate strong analytical and problem-solving skills. Excellent oral and written communication skills Strong Microsoft Excel skills ProSystem Engagement experience a plus Ability to adapt quickly to new technology platforms Ability to travel up to 30% Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law. "Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms.

Job Title: Valuation Services Senior Associate / Manager Reports to: Valuation Managing Director Job Summary: MaloneBailey, LLP is seeking a highly skilled and motivated individual to serve as the Valuation Services Senior Associate or Manager. This individual will primarily perform reviews of third-party appraisals for audit support purposes as well as help grow and deliver consulting valuation services for tax planning, financial reporting, and litigation. The successful candidate will work closely with our accounting and auditing teams to ensure that our clients receive the highest quality service. Salary Range & Benefits: Commensurate with experience, standard firm benefits Hours Required: 40 hrs. FLSA Status: Exempt About MaloneBailey, LLP Founded in 1982, MaloneBailey, LLP is a PCAOB-registered, market-leading public accounting firm headquartered in Houston and with offices in Beijing, Shenzhen, and Tokyo. MaloneBailey provides audit and accounting services to public and private companies. We are an exclusive company as one of a few firms worldwide that serve a substantial number of public company clients, including NYSE, NASDAQ and OTC listed companies. MaloneBailey is a member of HLB, The Global Advisory and Accounting Network. For more information about MaloneBailey, please visit: ********************* Major Responsibilities & Duties: Perform reviews of third-party appraisals for audit support purposes Plan the scope of work for valuation engagements and oversee day-to-day activities and execution of multiple, concurrent engagements Assume responsibility for quality control and accuracy of client deliverables, and effectively manage risk associated with engagements Manage client relationships and consult with clients in all aspects of the valuation process Explain and articulate valuation methodology issues and document accounting issues clearly Prepare, draft and finalize valuation reports with a clear, concise writing style Service clients from multiple industries and deliver valuation engagements for financial reporting in audit reviews Manage and deliver business and intangible valuations for mergers and acquisitions, financial reporting, tax and regulatory compliance, restructuring and reorganizations, corporate services and management planning purposes The successful candidate will possess the following qualifications: Valuation or relevant accreditation required 5+ years experience in valuation Experience in valuations of intangible assets (customer relationships, trade names and technology); contingent consideration (earn-outs); share-based award valuations (SARs, options); warrants; convertible preferred stock; and convertible debt. Strong understanding of financial reporting and tax-related valuations Self-motivated with research, analytical, and problem-solving skills Ability to manage client relationships and oversee multiple, concurrent valuation engagements Excellent written and verbal communication skills Analytical financial modeling skills Ability to work independently and as part of a team, with strong project management skills and the ability to manage multiple priorities and deadlines Education and Licenses: Undergraduate degree in accounting, finance, economics or related field required ASA, CFA, ABV, CPA certification preferred

The Senior Presentation Associate position is responsible for providing presentation services for our clients. Shift: Monday-Friday, 1:00pm to 10:00pm Pay: $27.82/hour * Utilize appropriate logs and/or tracking software for all presentation work * Thoroughly assess job request and ensure appropriate completion of job tasks throughout task lifecycle * Perform work in presentation design, including, but not limited to creating pitch books and materials, creating, editing, and error correcting multiple document types to support the client's brand; intake and workflow coordination functions, as needed * Exercise independent judgment & use established procedures, standards and formats to edit, proof, create, or otherwise complete presentation requests to client satisfaction * Demonstrate proficiency in using equipment/technology/software and hardware necessary to perform job functions * Communicate with team members, lead, supervisor or client on job or deadline concerns * Meet contracted deadlines for service delivery to our clients * Troubleshoot basic software or hardware problems * Help to foster a proactive environment of continuous service enhancement and relationship building with the client * Perform Quality Assurance on own work and/or work of others, as requested * Adhere to Williams Lea Tag policies, in addition to client policies * Use equipment and supplies in a cost efficient manner Job qualifications * High school diploma or equivalent * Presentation experience in a legal, banking or large corporate environment preferred * Advanced skill in the use MS Office software (Excel, PowerPoint, Visio as examples); strong keyboarding and typing skills * Adept with other software programs for editing and/or creating documents; specifically, Adobe PDF & Creative Suite (Illustrator, Photoshop as examples) * Strong attention to detail; able to work on multiple projects simultaneously * Able to apply intermediate to advanced requisite knowledge of appropriate grammar, spelling, composition to work requests * Must have good organizational skills * Must be able to meet deadlines and complete all projects in a timely manner * Ability to handle sensitive and/or confidential documents and information * Able to exercise good judgment to make decisions that conform to business needs and policy * Able to troubleshoot more complex or advanced tasks, equipment or software concerns on own; understands when to escalate a problem to a supervisory level * Ability to maintain professional composure when working with immediate deadlines * Ability to work both independently and collaboratively as part of a team * Ability to work in a fast paced environment * Ability to communicate professionally both verbally and in writing * Must be self-motivated with a positive attitude * Proven customer service skills are required in order to create, maintain and enhance customer relationships Who we are: In a rapidly changing world, the ability to innovate and break new ground drives progress. Williams Lea has harnessed this ability for more than 200 years. Our 5,200+ talented employees worldwide are experts in delivering efficient business processes in complex and highly regulated environments. We're always progressing. Connecting technology with expertise and strong processes to transform support services. As we enter our third century, we continue helping businesses thrive in a future driven by digitization and virtualization. It is the policy of Williams Lea to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity of expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. Williams Lea is a drug-free workplace and performs pre-employment substance abuse testing.

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