Senior associate jobs in The Woodlands, 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.

As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. * Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables * Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools * Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region * Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies * Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves * Communicates complex financial/actuarial/analytic results to effectively drive client action * Partners with Global Delivery Centers and Client Service teams to deliver superior project management * Build strong relationships internally and collaborate effectively on cross-functional teams Qualifications * 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company * Advanced knowledge of health and welfare products & services * Experience with big data analytic techniques preferred * Advanced knowledge of underwriting and funding concepts * Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget * Desire and ability to expand relationships with clients * Proven ability to identify and resolve issues with limited information and experience * Polished and well developed written and verbal communication skills * Self-starter attitude and ability to work independently and as part of a team * Strong analytical, creative and integrative skills * Ability to direct work of more junior colleagues and provide feedback * Excellent Microsoft Office skills, particularly in Excel and PowerPoint * State Life and Health license required within 90 days of joining * Relevant financial experience and/or university degree * Progress towards completion of health actuarial designation or CEBS designation (optional) Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified. Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). Compensation The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets

As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. + Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables + Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools + Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region + Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies + Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves + Communicates complex financial/actuarial/analytic results to effectively drive client action + Partners with Global Delivery Centers and Client Service teams to deliver superior project management + Build strong relationships internally and collaborate effectively on cross-functional teams **Qualifications** + 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company + Advanced knowledge of health and welfare products & services + Experience with big data analytic techniques preferred + Advanced knowledge of underwriting and funding concepts + Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget + Desire and ability to expand relationships with clients + Proven ability to identify and resolve issues with limited information and experience + Polished and well developed written and verbal communication skills + Self-starter attitude and ability to work independently and as part of a team + Strong analytical, creative and integrative skills + Ability to direct work of more junior colleagues and provide feedback + Excellent Microsoft Office skills, particularly in Excel and PowerPoint + State Life and Health license required within 90 days of joining + Relevant financial experience and/or university degree + Progress towards completion of health actuarial designation or CEBS designation (optional) Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified. **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). **Compensation** The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year. This role is also eligible for an annual short-term incentive bonus. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) + **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ ) + **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. **EOE, including disability/vets**

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.

A Senior Associate Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. Primary Responsibilities: Assist the Wealth Advisor in the management of existing client relationships. Lead certain client relationships independently. Present portions of client meetings and communicate with clients independently. Support advisors by preparing for upcoming client meetings, taking notes during meetings and ensuring follow up activities are completed and documents in the CRM. Support advisors with a multitude of para-planning activities such as preparing retirement cash flow plans, helping with tax planning projections, education plans, estate plan reviews and risk management assessments. Assist with the creation and maintenance of client portals. Drive proactive process improvements for advisor and CSA team members. Proactively interact with clients and assist in creating an outstanding client experience. Perform research on stocks, bonds, and other securities, utilizing YCharts and Morningstar. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney) and tax planning software (Holistiplan). Involvement in company committees and/or firm-wide initiatives. Required Qualifications: Bachelor's degree Series 65 3+ years financial planning, estate planning and/or tax planning/ preparation experience Preferred Qualifications: Completion of CFP designation Proficient in developing wealth planning and investment recommendations and able to present to clients when applicable. Proficiency in all CSA functions, plus: Ability to talk to clients independently. Ability to develop wealth planning and investment recommendations and present to clients when applicable. Demonstrate strong and effective leadership skills through clear communication and collaboration with others. Strong interpersonal and networking skills with both external clients and internal collaboration. Working knowledge of e-Money, Salesforce a strong plus. Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions. Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance - day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities. Commuter Benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.

Senior Associate Director, Philanthropy (Prospect Development) The Prospect Development team plays a crucial role in advancing MD Anderson's fundraising efforts by focusing on identifying, researching, and strategically managing potential major donors. Prospect Development conducts in-depth prospect research to uncover key information about potential donors, analyzing data to identify trends and opportunities, and crafting strategies to effectively engage and solicit major gifts. The team collaborates closely with frontline fundraisers to ensure alignment between donor prospects and organizational goals, participates in portfolio reviews to optimize donor engagement, and contributes to the development of comprehensive fundraising strategies. A strong partnership with Business Solutions and a solid understanding of donor databases is essential for managing and leveraging donor information effectively. The Prospect Development team is integral in driving successful fundraising initiatives and enhancing donor relations. Ideal Candidate Statement The ideal candidate is a strategic and collaborative leader with expertise in prospect research, data analysis, and fundraising strategy. They excel at building and maintaining a robust donor pipeline, leveraging research tools and analytics to align prospects with institutional priorities. Strong project management, relationship-building skills, and the ability to mentor and guide team members are essential. This individual is detail-oriented, adaptable, and skilled at translating complex data into actionable strategies that drive philanthropic growth. Salary Range $77,500 (Min) - $97,000 (Mid) - $116,500 (Max) MD Anderson offers our employees: - Paid employee medical benefits (zero premium) starting on first day for employees who work 30 or more hours per week - Group Dental, Vision, Life, AD&D and Disability coverage - Paid time off (PTO) and Extended Illness Bank (EIB) paid leave accruals - Paid institutional holidays, wellness leave, childcare leave, and other paid leave programs - Tuition Assistance Program after six months of service - Teachers Retirement System defined-benefit pension plan and two voluntary retirement plans - Employer paid life, AD&D and an illness-related reduced salary pay program - Extensive wellness, recognition, fitness, employee health programs and employee resource groups. JOB SPECIFIC COMPETENCIES Leadership and Project Management (45%) Drive execution of strategic plans and lead decision making around stakeholder relationships, special projects and initiatives and the orchestration of strategic approaches. Continuously capture and collect significant data points, execute on deliverables with precision, develop actionable strategies and allocate appropriate resources to execute work functions. Serve as a coach, mentor and sponsor, enabling others to thrive in a dynamic and changing environment. Lead the ongoing development and implementation of a comprehensive strategy to identify, qualify, and prioritize potential donors across all giving levels and philanthropic interests. Manage grateful giving prospect pipeline by collaborating with grateful giving program to build and maintain a scalable program to systematically and proactively identify patients with potential philanthropic interest. Address challenges, seize opportunities, and lead the continuous improvement of prospect identification processes, products, services, and resources. Programmatic Project Execution (35%) Consistently deliver skillful execution of team-specific work with an eye toward continuous improvement, while being aware of the impact of the team's work on and in partnership with others. Develop and carry out strategies for the maintenance and expansion of the prospect pool. Conduct proactive research to identify and rate major and principal gift prospects, utilizing online resources, screenings, alerts, reports, relationship mapping, and other resources. Coordinate Prospect Research activities for designated fundraising team(s), including but not limited to, attending strategy meetings, assisting with event strategies, educating team members on Prospect Research functions, and serving as a liaison between the Research function and the assigned fundraising team(s). Perception and Attentiveness (20%) Accurately assess interests, organize and present information in thoughtful and engaging ways, constantly shifting between multiple activities and sources of information, maintain situational awareness, cultural awareness, institutional awareness and adeptly navigate cross-functional teams in support of team and division plans. Build cross-functional relationships and partnerships with key stakeholders - gift officers, divisional leaders, program managers, and decision science colleagues - to effectively move prospecting objectives forward and promote collaboration and alignment. Direct and supervise the work of specified prospect research team members to ensure consistent standards and oversee performance and team coordination. Facilitate knowledge transfer and education by delivering instruction, creating documentation and mentoring/educating team members to ensure continuity of expertise. The Senior Associate Director of Prospect Development role is instrumental in driving philanthropic growth by leading the strategic identification and qualification of potential donors. This position oversees the development and execution of data-informed prospecting initiatives that fuel fundraising pipelines. By leveraging research tools, analytics, and cross-functional collaboration, the senior associate director helps to ensure that teams are equipped with high-quality prospects aligned with institutional priorities. The position also provides prospect research, leadership and data analysis to inform philanthropic strategies. EDUCATION Required: Bachelor's Degree Preferred: Master's Degree WORK EXPERIENCE Required: Six years or more experience in fundraising/non-profit, government agency, marketing, advertising, or public relations, law, healthcare or related industry. Demonstrated experience synthesizing complex information and engaging stakeholders in complex strategy discussions. and required two years supervisory experience. Successful completion of the LEADing Self Accelerate and/or LEADing Self Discover programs may substitute for one year of required supervisory or management experience. Completion of both programs can be substituted for a maximum of two years of supervisory or management experience. OTHER REQUIREMENTS: Must pass pre-employment skills test as required and administered by Human Resources. The University of Texas MD Anderson Cancer Center offers excellent benefits, including medical, dental, paid time off, retirement, tuition benefits, educational opportunities, and individual and team recognition. This position may be responsible for maintaining the security and integrity of critical infrastructure, as defined in Section 113.001(2) of the Texas Business and Commerce Code and therefore may require routine reviews and screening. The ability to satisfy and maintain all requirements necessary to ensure the continued security and integrity of such infrastructure is a condition of hire and continued employment. It is the policy of The University of Texas MD Anderson Cancer Center to provide equal employment opportunity without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, disability, protected veteran status, genetic information, or any other basis protected by institutional policy or by federal, state, or local laws unless such distinction is required by law.************************************************************************************************ Additional Information

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.

Job Description 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 .

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.

Minimum Requirements: Minimum of 4 years of experience in commercial finance law. Strong attention to detail and attention to detail. Strong writing, research, oral advocacy and interpersonal skills, and the ability to handle and manage cases with minimal supervision. Able to work both independently and collaboratively. A Juris Doctor degree. Admission to the state bar of Illinois. Responsibilities: Conducting legal research. Drafting and negotiating transaction documents. Providing advice on regulatory compliance matters.

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 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

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 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.

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