Mid-Senior Level Associate
Senior Associate Job In Philadelphia, PA
Berger Montague PC is currently seeking an Associate with 4-7 years of experience in antitrust litigation. The qualified Associate candidate must be able to work in one of our offices in either Philadelphia, Washington DC, or San Francisco. The firm is currently in a hybrid work setting (i.e., two days working in the office and three days working remotely), with a long-term plan to maintain a hybrid work environment.
QUALIFICATIONS
Candidates should have 4-7 years of experience in antitrust litigation.
Candidates with experience at the DOJ Antitrust Division or the FTC is highly valued.
Candidates should have excellent academic credentials as well as strong analytical, research, writing, and organizational skills. Prior federal judicial clerkship experience is a plus.
Candidates must have a strong work ethic, a commitment to social and economic justice, and an ability to manage and thrive in a fast-paced work environment.
Candidates must be available to travel on occasion.
Candidates should be licensed to practice law in Pennsylvania, Washington DC, or California.
FIRM OVERVIEW
Berger Montague PC is a nationally renowned civil litigation firm consisting of over 95 attorneys. The Firm pioneered the use of class actions in antitrust and securities litigation, and since then, has expanded the use of class actions in the fields of consumer, employment, environmental, and insurance litigation, as well as in the areas of civil and human rights.
Berger Montague's antitrust department has recovered billions of dollars for the victims of antitrust violations. As a result of our success and skill, Berger Montague is routinely appointed by federal courts to serve in leadership roles in complex antitrust class actions.
Berger Montague PC is an equal opportunity employer committed to promoting a diverse workplace. All qualified and interested candidates are encouraged to apply.
Oracle HCM Cloud - Senior Associate
Senior Associate Job In Cherry Hill, NJ
A career in our Oracle Human Capital team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to modernize their HR business processes around core HR, Benefits, Payroll/T&L, Recruiting, Talent Management, Compensation, Learning, along with numerous other processes. We also drive continuous innovation including efforts to introduce automation, new solutions, industry-specific model systems and solutions.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
Use feedback and reflection to develop self awareness, personal strengths and address development areas.
Delegate to others to provide stretch opportunities, coaching them to deliver results.
Demonstrate critical thinking and the ability to bring order to unstructured problems.
Use a broad range of tools and techniques to extract insights from current industry or sector trends.
Review your work and that of others for quality, accuracy and relevance.
Know how and when to use tools available for a given situation and can explain the reasons for this choice.
Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
Use straightforward communication, in a structured way, when influencing and connecting with others.
Able to read situations and modify behavior to build quality relationships.
Uphold the firm's code of ethics and business conduct.
Basic Qualifications:
Minimum Degree Required:
Bachelor Degree
Minimum Years of Experience:
5 year(s)
Required Knowledge and Skills:
Demonstrates thorough knowledge and/or a proven record of success with leading efforts in consulting, designing, and implementing Oracle applications-based solutions , including the following:
Participating in the improvement of business processes, including but not limited to, the following Oracle application-packaged modules Oracle Fusion, EBS, PeopleSoft, CC&B, Siebel and Hyperion;
Understanding the common issues facing PwC's clients within one or more industries, including manufacturing, healthcare, finance, telecom, auto, energy, utilities;
Demonstrating proven extensive knowledge and success as a team leader: supervising teams to create an atmosphere of trust and seeking diverse views to encourage improvement and innovation; answering questions and providing direction to less-experienced staff; coaching staff including providing timely meaningful written and verbal feedback; and,
Managing project deliverables and activities against timelines. Ability to identify and escalate risks and issues including developing mitigation strategies whether they be to address scope, schedule, or budgetary risks/issues.
Preferred Qualifications:
Preferred Knowledge/Skills:
Demonstrates thorough abilities and/or a proven record of success with one or more Oracle application modules performing functional configuration and/or technical development, including:
Designing, building, testing and deploying the technical components required for successful Oracle solutions, especially FRICEW (Fast Formulas, Reports, Interfaces, Conversions, Extensions, Workflow) design and development or Oracle Applications DBA;
Identifying and addressing client needs: building, maintaining, and utilizing network of client relationships and community involvement;
Communicating value proposition,; managing resource requirements, project workflow, budgets, billing and collections; preparing and/or coordinating complex written and verbal materials; communicating with the client in an organized and knowledgeable manner;
Delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and communicating potential conflicts to a supervisor;
Demonstrating proven extensive abilities and success as a team member: understanding personal and team roles; and,
Contributing to a positive working environment by building relationships with team members; proactively seeking guidance, clarification and feedback.
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: ***********************************
Senior Health Economics Associate
Senior Associate Job In King of Prussia, PA
Deliver/Lead specific Systematic Literature Review project steps e.g. screening, extraction, protocol design, quantitative feasibility.
Understands project specific requirements to customize deliverables per specifics and apply innovative evidence presentation strategies.
Develops project deliverables as required in a typical Systematic Literature Review project e.g., systematic review reports, slide decks, manuscripts, abstracts &posters.
Works within broad project guidelines as directed by the project lead/ manager and/or Technical SMEs.
Takes initiative to prioritize work to achieve specified project outcomes while confirming alignment with project lead and line manager.
Produces quality work that meets the expectations of project lead/ manager and the client.
May support the project lead with project management activities.
Follows and implements the organization's consulting models and methodologies under the guidance of the Project Lead and/or Technical SMEs.
Identifies project and internal issues to senior colleagues and project lead/ manager and provides proposed solutions.
Business Development: Supports Managers and Directors with development of technical HEOR proposal; communicates potential new business lead to Parexel Access Consulting management and account managers.
Job Qualifications: Master's degree or equivalent in Life Science/MBBS/BDS/PhD (with relevant years of experience)
RequiredPreferredJob Industries
Other
Senior Associate Attorney - Corporate Securities
Senior Associate Job In Philadelphia, PA
Note: This position requires employees to be hybrid (in office Wednesdays and one other day per week) at the Boston, NYC, Philadelphia, or Washington DC office.
About Our Client
Our client is a full-service national law firm with approximately 400 attorneys, offering proactive advice and top-notch client service. Their collaborative culture, innovative approach, and focus on diversity create a supportive environment that inspires excellence. With offices across the U.S., they serve a diverse clientele from corporate America to exciting start-ups, nonprofits, and governmental entities.
Job Description
Our client is seeking a Senior Associate Attorney to join their expanding securities group. This is an exciting opportunity to work in a sophisticated, entrepreneurial practice. Responsibilities include:
Advising public companies on Securities Act of 1933 and Securities Exchange Act of 1934 compliance
Handling public and private securities offerings
Navigating national securities exchange listing rules
Reporting on Forms 10-K, 10-Q, 8-K, and proxy statements
Drafting and managing Section 16 reporting (Forms 3, 4, 5)
Corporate governance, including drafting board resolutions and policies
Experience with broker-dealers, FINRA, investment advisors, or fund formation is a plus
Qualifications
6+ years of experience in securities law
Strong understanding of public company regulations and securities offerings
Bar admission in the relevant jurisdiction (Boston, NYC, Philadelphia, or Washington DC)
Why is This a Great Opportunity
Join a firm known for its collaborative, supportive environment
Work with a diverse range of clients, from corporate America to start-ups
Be part of a growing, entrepreneurial securities practice
Competitive salary range: $230,000 - $260,000
JPC-114
Sr. Associate, Workout (Commercial Real Estate)
Senior Associate Job In Trenton, NJ
Country: United States of America USA Job Family Description: Monitors activities to minimize the company's exposure to risk. Activities may include quantitative analysis, risk identification and remediation. Represents or supports the reputation of the company to minimize compliance and regulatory risk by resolving issues and ensuring adherence to company and legal standards. Responsible for ensuring that all of the company's activities adhere to the necessary rules and regulations, and that the company complies with legal/regulatory statutes and jurisdictions.
USA Job Function Description: Ensures adherence to the policies and procedures established by the company. Manages policy, standard definition and monitoring of policy, standard implementation, ensuring harmonization and consistency of risk policies. Monitors and manages risk/exposure and compliance with the company's policies. Identifies, manages and reports on the company's risk areas. Evaluates the adequacy and effectiveness of data, document retention, and monitors systems.
The Sr. Associate, Workout leverages his or her subject matter expertise for collection and work out situations and activities to significantly improve existing processes and facilitates the resolution of problems loans, proactively minimizing potential losses to the Company. The incumbent manages accounts of advanced complexity and leads special workout projects and/or programs.
Essential Functions/Responsibility Statements:
* Manages accounts of advanced complexity, in accordance with risk management objectives and corporate budgets.
* Manages loan workout process expenses and division and corporate expense targets.
* Reduces criticized and classified exposures in accordance with risk management objectives and corporate budgets.
* Performs analysis of credit submittals regarding transactions and / or financial strengths to ascertain if borrowers qualify for financing restructures.
* Proactively manages troubled loan relationships.
* Monitors portfolios and quality assurance in compliance with corporate policy.
* Ensures compliance with training, statutes, valuation and environmental policy.
* Facilitates the resolution of problems loans, proactively minimizing potential losses to the Company.
* Oversees and ensures consistent quality control, accuracy, and compliance with internal policies and regulatory requirements for reporting processes.
* Analyzes severely delinquent and charged off accounts to identify possible problems, trends, and issues for feedback to credit and management.
* Prospects, solicits, and develops relationship-based clients on behalf of the Company.
* Processes charged-off financings including litigation, asset discovery and fraud investigations.
* Mentors and coaches work of junior level workout professionals.
* Communicates recommendations and credit risk management processes to management that strengthens the organization and enhances overall supervision of lending methods and provides tools to continually measure effectiveness.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
Bachelor's Degree or equivalent work experience: Business, Accounting, Finance, Economics or equivalent field. Req
Master's Degree Business, Accounting, Finance, Economics or equivalent field. Pref
Work Experience:
9+ Years Workout or Collections experience. Req
9+ Years Req
Skills and Abilities:
* Advanced knowledge of collection and workout best practices, identification, resolution and implementation.
* Demonstrated experience facilitating change to achieve measurable results.
* Excellent interpersonal, supervisory, and customer service skills required.
* Excellent written and verbal communication skills
* Excellent critical thinking skills with the ability to be adept in identifying and resolving complex risk management problems.
* Excellent project management skills.
* Ability to build and foster internal relationships.
* Ability to lead, influence and direct peers, subordinates and management.
* Ability to interact with senior level management; experience interfacing with multiple levels of the organizational structure.
* Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding.
Diversity & EEO Statements:
At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$93,750.00 USD
Maximum:
$175,000.00 USD
Senior Associate, HVAC
Senior Associate Job In Philadelphia, PA
Job Description
Who We Are
Jaros, Baum & Bolles (JB&B) is a MEP engineering firm headquartered in New York City with additional offices in Boston and Philadelphia. For over 100 years, JB&B has leveraged cutting-edge technologies with sound engineering practices to create building designs that have transfigured the skyline, reimagined healthcare, and brought us closer to a sustainable, low-carbon future.
We foster a collaborative, high-performing culture in which our employees share the common goal of creating a progressive, inclusive and fun work environment. JB&B values the voices and opinions of our employees. We are a team. We are a community.
About the Role
We are seeking a Senior Associate to join the HVAC department in our Philadelphia office. This role will manage a variety of projects from concept to completion, and will work with upper management on staff development, firm marketing, and efforts to sustain and develop business at JB&B.
Responsibilities:
Works with their Department Leader to develop conceptual design for projects and guides their team through project completion.
Acts as the day-to-day Client point of contact on their projects.
Manages and reviews all project-related documents and ensures timely and accurate implementation.
Responsible for project deliverables both technically and functionally.
Presents and explains project designs confidently at internal and external meetings.
Coordinates and updates the project team regularly to meet design expectations and deadlines.
Initiates and manages design changes, proposals, and approvals.
Successfully executes multiple fit-out/renovation projects and/or large/complex projects from concept to completion.
Prepares technical letters/memos addressing project design issues and code interpretations.
Presents and explains project designs confidently in internal and external meetings.
Communicates effectively with project teams managing issues, and deliverables for project success
Qualifications:
8-14 years of engineering experience
Bachelor’s degree in electrical or mechanical engineering
Proficient in all design calculations and software tools (e.g., Revit and AutoCAD) applicable to your discipline
Strong project management and leadership skills
Strong understanding of trade-specific scope of project, trade-related codes, and the required coordination with other trades
Strong understanding of documentation requirements and content for each deliverable phase (e.g., SD, DD, CD and specifications)
What We Offer:
Our employees are our greatest strength. We invest in our people and support their needs by providing the following benefits:
Hybrid workplace offering the flexibility to work both from home and the office
Comprehensive benefits package including 401k employer match
Paid time off (PTO), paid parental leave and inclusive holidays
Training and professional development courses through JB&B University
Multiple employee resource groups
Volunteer program & community outreach
Estimated compensation range: $161,000-$179,000 base salary per year
Jaros, Baum & Bolles is an equal opportunity employer. All qualified candidates will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law.
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Senior Associate, Financial Reporting
Senior Associate Job In Yardley, PA
VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.
About this role:
This position in our financial reporting valuation practice conducts valuation assignments for such purposes as purchase price allocations (ASC 805), impairment testing (ASC 350 / 360) and stock compensation (ASC 718 / 409A). This position will also have exposure to valuations for international tax restructuring purposes.
What you will do:
Build, modify and utilize financial models for business enterprise (DCF, market multiples) , securities (option-pricing methods) and intangible asset valuation (excess earnings method, relief-from-royalty method etc.)
Conduct research on clients, competitors, industries and capital markets, including market multiples, financial ratios, and discount rates
Manage basic projects from start to finish, resulting in articulate, client-ready deliverables
Direct analyst-level staff in data gathering and analysis, and review analyst work
Be actively involved in training new analysts in basic models and procedures
Build ongoing relationships with clients as part of the engagement process
What you will need:
4 to 6 years' work experience at a valuation firm or valuation practice of a public accounting firm
Bachelor's or Master's degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus
CFA, ASA or ABV designation is a plus (or progress toward such designations)
Extensive knowledge of Microsoft Office products, especially Excel
Effective communication skills, strong attention to detail, and analytical capabilities
Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a small team setting
Strong work ethic and ability to work flexible hours around critical due dates
Current authorization to work in the United States without the need for visa sponsorship now or in the future
What we offer you:
Competitive bonus program
Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
Generous time off/flexible work arrangements
Reimbursement for admission fees and study material for professional designations
Growth - VRC is growing, and so can your career
For more information on our various benefit offerings visit our Careers page
Our Commitment to Diversity & Inclusion:
VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************.
Audit Senior Associate | Insurance
Senior Associate Job In Fort Washington, PA
Description & Requirements Our firm provides assurance services that go beyond the compliance function. Alongside the rest of our team, you will bring credibility to our client's financial picture, communicate information objectively and clearly, and provide insight to help clients improve their businesses.If relationships are important to you, and you identify with the People First culture at Forvis Mazars, we would like to hear from you!
How you will contribute:
* Performing detailed audit procedures over various income statement and balance sheet accounts
* Proactively interacting with key client management to demonstrate your ability to recognize problems and propose sensible solutions
* Using technology tools proficiently in regular assignments and demonstrating a commitment to improving work processes through the use of technology
* Maintaining the appropriate balance between client needs and Forvis Mazars' risk
* Managing assigned workload between yourself and Forvis Mazars employees
* Meeting assigned deadlines or budgets and providing advanced notification of any variances
* Traveling to serve clients as necessary
* Completing required Continued Professional Education
We are looking for people who have Forward Vision and:
* An ability to prioritize and work independently in a fast-paced environment to reach clear-set goals
* Communication skills to effectively relate to people of diverse backgrounds and experience levels, both verbally and in writing
* Knowledge of current audit and accounting concepts
* Ability to maintain professional client relationships
* Proficiency in Microsoft Office Suite
* A desire to provide mentorship and training to other professionals
Minimum Qualifications:
* Bachelor's degree in Accounting or a related field
* At least 2 years of relevant audit experience
* CPA license or have secured the educational requirements to satisfy the 150-credit hour requirement necessary to obtain a CPA license.
#LI-ISELIN, #LI-LINY, #LI-NYC, #LI-FTWASH
#LI-MM1
New York City Pay Transparency
Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
New York Salary Range:
NY Minimum Salary (USD)
$ 68,400
NY Maximum Salary (USD)
$ 120,000
Senior Associate, Operations Philadelphia, PA
Senior Associate Job In Philadelphia, PA
* Client Management **Senior Associate, Operations** Philadelphia , PA ** PHM is the leading health media agency in the US. We are designed for-and dedicated to-delivering solutions that connect people with meaningful health and wellness solutions every day. Guided by our genuine passion for health and wellness, our work across the entire media ecosystem helps patients navigate the most important moments of their healthcare journeys.
While we have grown to be the No. 1 agency in our industry, at heart we're still a startup. It's that energy and spirit of innovation that allows us to create bold and meaningful "health media firsts" for our clients, and to do it all with #phmlove.
**Job Description**
The Operations Senior Associate will report into the Supervisor of Operations, they will use data analysis, project management, to support the brainstorming and execution of some of the business' most important projects, reporting and operational processes. You will advocate for, creating and implementing processes, dashboards, and solutions to evolve and enhance ways of working and promote strategic solutions.
This is a hybrid role, requiring three days in-office each week. If you are contacted for an interview, your recruiter will discuss specifics with you, inclusive of any necessary reasonable accommodations.
**Your Impact:**
* Work with the business to analyze and build the forecasts, utilization reporting, improve data capture and process and help create useful insight to share with the business.
* Data visualization: The ability to present data in a visually appealing and meaningful way. Power BI expertise: Familiarity with Power BI and Tableau. Familiarity with multiple data visualization tools and techniques, such as charts, graphs, and interactive dashboards
* Gather data from multiple parties to interpret important points to draft policies and process documentation
* Participate in the procurement, set up, and roll out new technologies that create better team efficiency
**Qualifications**
* 18 months - 2+ years in operations or project management in a media agency setting
* 1+ year experience using MS excel + MS suite (advanced excel skills a plus)
* 6 months - 1+ year media systems and tools (examples: project management software, MediaTools, Mediaocean)
* *Optional:* HCP/Pharma media experience (background can include planning or investment)
#LI-Hybrid
Our Publicis Groupe motto "Viva La Différence" means we're better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on encouraging belonging and creating equitable & inclusive experiences for all talent.
Publicis Groupe provides inclusive benefit programs and policies to support the evolving and diverse needs of our talent and allow every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, and parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off.
If you require accommodation or assistance with the application or onboarding process specifically, please contact *****************************.
All your information will be kept confidential according to EEO guidelines.
**Do Not Sell My Personal Information**
**Sale of Personal Data**
* **Performance**
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* **Targeting**
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Personal Lines Senior Associate State Manager
Senior Associate Job In Trenton, NJ
Personal Lines Senior Associate State Manager page is loaded **Personal Lines Senior Associate State Manager** **Personal Lines Senior Associate State Manager** locations NJM - Trenton time type Full time posted on Posted 11 Days Ago job requisition id R2006341 There's never been a better time to join NJM! With a nationally ranked reputation for outstanding customer service and a history that spans more than a century, NJM is a leading provider of worker's compensation, automobile and homeowner's insurance in the region. It is an exciting time to join NJM as we are expanding into new states.
Become a member of our team and you'll be part of a company who operates for the benefits of its policyholders and is committed to maintaining the highest levels of service. Team members are offered a competitive compensation package and benefits, including a 401k plan with a dollar for dollar match up to 8% with immediate vesting, Blue Cross Blue Shield health coverage, a very generous paid time off plan, an annual incentive opportunity, and much more.
The Personal Lines State Management team drives profitable growth for personal auto, home and umbrella products across our five-state footprint. In this product management role, you are responsible for developing and executing product and pricing strategies for your assigned states. Note: The formal NJM job title for this position is Personal Lines Senior Associate State Manager.
The salary is commensurate with experience and credentials but is likely to fall in the $115,922.95 - $150,00 range. This position is based in our West Trenton, New Jersey corporate office.
**Job Responsibilities:**
• Drive premium growth and profitability for assigned states
• Develop both short and long-term rate change/project roadmaps for each product
• Stay current on industry developments and trends, competitor actions as well as the regulatory environments
• Lead premium growth, profit improvement and customer experience enhancement projects
• Develop strong working relationships with Actuarial, Underwriting, Claims, Contact Center, BP&A (Finance), Marketing and Business Process (BPU)
• Lead State Team comprised on actuarial and business insights analysts to successfully execute the state(s)' strategic product/pricing plan
• Prepare and present rate changes, project work and MOM updates to the Executive Leadership Team (ELT)
• Work in partnership with BP&A to develop the annual financial plan and forecasts
**Required Qualifications and Experience:**
• Minimum 4-year college degree or equivalent; Mathematics, Statistics, Actuarial, Data Analytics, Economics, Finance or other quantitative business degree preferred
• Minimum 3-5 year work experience in a role such as actuarial or insurance product analytics with increasing responsibilities including 1 to 2 successful years as an entry level state manager
• Strong data analytics capabilities along with a natural problem-solving curiosity
• Advanced Excel and database skills; competent in other MS Office software
• Committed to continuously learning; product management skills, technology, etc.
• Excellent and effective verbal and written communication and presentation skills
Legal Disclaimer: NJM is proud to be an equal opportunity employer. We are committed to attracting, retaining and promoting a diverse and inclusive workforce that is fully representative of the diversity that exists in the communities in which we do business.
The NJM team comprises talented people who do the right thing by our policyholders and each other. You'll be part of a financially strong and stable company that has flourished on relationships, integrity, and service for more than a century. NJM is a special place where you can propel your career, help others, and make friends-all at the same time.
NJM is proud to offer our employees continuous learning options, outstanding benefits, access to wellness programs, and opportunities to give back to the communities we are privileged to serve.
We have been named a Forbes America's Best-in-State Employer for five consecutive years.
**Come join us! It's time for *you* to make a difference on our remarkable team.**
Senior Associate Attorney - Corporate Securities
Senior Associate Job In Philadelphia, PA
Note: This position requires employees to be hybrid (in office Wednesdays and one other day per week) at the Boston, NYC, Philadelphia, or Washington DC office.
About Our Client
Our client is a full-service national law firm with approximately 400 attorneys, offering proactive advice and top-notch client service. Their collaborative culture, innovative approach, and focus on diversity create a supportive environment that inspires excellence. With offices across the U.S., they serve a diverse clientele from corporate America to exciting start-ups, nonprofits, and governmental entities.
Job Description
Our client is seeking a Senior Associate Attorney to join their expanding securities group. This is an exciting opportunity to work in a sophisticated, entrepreneurial practice. Responsibilities include:
Advising public companies on Securities Act of 1933 and Securities Exchange Act of 1934 compliance
Handling public and private securities offerings
Navigating national securities exchange listing rules
Reporting on Forms 10-K, 10-Q, 8-K, and proxy statements
Drafting and managing Section 16 reporting (Forms 3, 4, 5)
Corporate governance, including drafting board resolutions and policies
Experience with broker-dealers, FINRA, investment advisors, or fund formation is a plus
Qualifications
6+ years of experience in securities law
Strong understanding of public company regulations and securities offerings
Bar admission in the relevant jurisdiction (Boston, NYC, Philadelphia, or Washington DC)
Why is This a Great Opportunity
Join a firm known for its collaborative, supportive environment
Work with a diverse range of clients, from corporate America to start-ups
Be part of a growing, entrepreneurial securities practice
Competitive salary range: $230,000 - $260,000
JPC-114
Senior Associate, Investment Consulting
Senior Associate Job In Philadelphia, PA
As a Senior Associate on the Client Consulting team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include: setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships (supporting other consultants and gaining support from investment analysts as appropriate).
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
* Lead and co-lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services
* Participate in providing a wide range of services to pension investment committees
* Assist with asset allocation and asset/liability modeling studies
* Participate as a member of the team that works together effectively in delivering services to clients
* Support the execution of large-scale engagements
* Establish a trusted advisor role with clients and provide consistent, superior relationship management
* Producing work in accordance with Professional Excellence requirements
* Complete project deliverables through effective resource utilization
* Partner with internal lines of business to assist in better addressing the client's need and objectives
* Provide constructive feedback to junior associates, assist in the development of those associates' skills and capabilities
The Requirements
* Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred
* Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)
* Strong client focus and a record of supporting the management of client relationships
* Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management; familiarity with customized stochastic modeling tools preferred
* Understanding of investment management organizations and their role in client solutions
* Excellent oral and written communication skills and ability to liaise with internal and external constituencies
* Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels
* Willingness to mentor junior colleagues to assist in developing our talent pool
* Moderate travel required
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 $100,000 to $125,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
* Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
EOE, including disability/vets
Senior Associate, Investment Consulting
Senior Associate Job In Philadelphia, PA
As a Senior Associate on the Client Consulting team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include: setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships (supporting other consultants and gaining support from investment analysts as appropriate).
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Lead and co-lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services
+ Participate in providing a wide range of services to pension investment committees
+ Assist with asset allocation and asset/liability modeling studies
+ Participate as a member of the team that works together effectively in delivering services to clients
+ Support the execution of large-scale engagements
+ Establish a trusted advisor role with clients and provide consistent, superior relationship management
+ Producing work in accordance with Professional Excellence requirements
+ Complete project deliverables through effective resource utilization
+ Partner with internal lines of business to assist in better addressing the client's need and objectives
+ Provide constructive feedback to junior associates, assist in the development of those associates' skills and capabilities
**Qualifications**
**The Requirements**
+ Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred
+ Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)
+ Strong client focus and a record of supporting the management of client relationships
+ Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management; familiarity with customized stochastic modeling tools preferred
+ Understanding of investment management organizations and their role in client solutions
+ Excellent oral and written communication skills and ability to liaise with internal and external constituencies
+ Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels
+ Willingness to mentor junior colleagues to assist in developing our talent pool
+ Moderate travel required
**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 $100,000 to $125,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (***********************************************************************************************************
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
EOE, including disability/vets
Senior Associate Actuary
Senior Associate Job In Trenton, NJ
Job Description
The Senior Associate Actuary will become an integral part of our Personal Lines Pricing team. This role involves collaborating with fellow actuaries and colleagues across the company to tackle significant business challenges. The Actuarial department at NJM is focused on delivering insights and analysis to address complex business problems, encompassing teams such as Personal Lines Pricing, Commercial Lines Pricing, Reserving, and Predictive Analytics.
Company Culture and Environment
NJM fosters a collaborative and analytical work environment where employees are encouraged to engage with one another to solve business challenges. The culture emphasizes teamwork, professional development, and a commitment to excellence in actuarial practice.
Career Growth and Development Opportunities
As part of the Actuarial team, there are numerous opportunities for professional growth through exposure to various projects and collaboration with skilled colleagues. Your contributions will directly impact the companys strategic decisions, paving the way for career advancement within the organization.
Detailed Benefits and Perks
Hybrid work model with flexible on-site and telecommuting options.
Opportunities to work on diverse projects that enhance professional skills.
Collaborative team environment that values input from all members.
Compensation and Benefits
Competitive salary commensurate with experience.
Comprehensive health, dental, and vision insurance.
Retirement savings plan with company matching.
Generous paid time off and vacation policy.
Why you should apply for this position today
This position offers a unique opportunity to contribute to meaningful projects that influence the companys pricing strategies. By joining our team, you will be at the forefront of critical pricing studies and analysis that drive the success of our Auto and Homeowners insurance products.
Skills
Strong analytical skills with the ability to interpret complex data.
Proficiency in statistical software and actuarial modeling techniques.
Excellent communication skills for presenting findings to stakeholders.
Ability to work collaboratively with cross-functional teams.
Proficient in evaluating pricing strategies and market trends.
Responsibilities
Conduct pricing studies to assess the profitability of Auto and Homeowners insurance products.
Present findings to the Executive Leadership Team (ELT).
Analyze rating variables and recommend pricing adjustments.
Perform competitor analysis to stay informed on market trends.
Collaborate with the Predictive Analytics team on modeling initiatives.
Work with Marketing to enhance advertising return on investment.
Analyze usage-based insurance (UBI) data for pricing recommendations.
Conduct trend analysis to track changes in claims frequency and severity.
Assess the impact of crash-avoidance technology on Auto insurance claims.
Qualifications
Minimum of 7 years of property and casualty actuarial experience.
ACAS or FCAS credential preferred.
Strong background in actuarial science or related fields.
Education Requirements
Bachelors degree in Actuarial Science, Mathematics, Statistics, Economics, or a related major.
Education Requirements Credential Category
ACAS or FCAS credential.
Experience Requirements
7+ years of relevant actuarial experience in pricing and analysis.
Proven track record of working collaboratively in a team environment.
Why work in Mercer County, NJ
Mercer County offers a unique blend of suburban charm and urban amenities, making it an ideal location to live and work. With access to a vibrant cultural scene, numerous parks, and outdoor activities, residents enjoy a balanced lifestyle. The community is well-connected, providing easy access to major cities, enhancing both personal and professional opportunities.
Employment Type: Full-TimeEducation Level: Bachelor's degree
Required Knowledge, Skills, and Abilities: (Hiring Companies ATS Questions):
1. Do you have at least 7 years of P&C actuarial experience.
2. Do you have a Bachelors degree in Actuarial Science, Mathematics, Statistics, Economics, or related major.
3. Do you have ACAS or FCAS credential.
4. Must be a US Citizen or Green Card holder.
Senior Associate Actuary
Senior Associate Job In Trenton, NJ
ROLE AND RESPONSIBILITIES:
As an Associate Actuary, you will collaborate with other actuaries and colleagues across the company to solve important business problems. Potential projects include the following:
Perform pricing studies to evaluate the profitability of our Auto and Homeowners insurance products. Present results to the Executive Leadership Team (ELT).
Analyze rating variables and recommend pricing changes.
Perform competitor analysis to maintain awareness of pricing and product developments in the marketplace.
Collaborate with the Predictive Analytics team on modeling projects.
Partner with Marketing to help drive higher returns on advertising expenditures.
Analyze usage-based insurance (UBI) data and offer recommendations on pricing changes.
Perform trend analysis to understand changes in the frequency and severity of insurance claims.
Analyze the impact of crash-avoidance technology on Auto insurance claims.
This is a hybrid position with some on-site and telecommuting availability each week.
QUALIFICATIONS:
At least 7 years of P&C actuarial experience.
A bachelor's degree in Actuarial Science, Mathematics, Statistics, Economics, or related major.
Excellent verbal and written communication skills.
ACAS or FCAS credential.
Senior Associate Actuary (Hybrid)
Senior Associate Job In Trenton, NJ
Our client, a regional property & casualty insurer with a national reputation, is looking to hire a Senior Associate Actuary to join their team.
JOB RESPONSIBILITIES:
As an Associate Actuary, you will collaborate with other actuaries and colleagues across the company to solve important business problems. Potential projects include the following:
Perform pricing studies to evaluate the profitability of our Auto and Homeowners insurance products. Present results to the Executive Leadership Team (ELT).
Analyze rating variables and recommend pricing changes.
Perform competitor analysis to maintain awareness of pricing and product developments in the marketplace.
Collaborate with the Predictive Analytics team on modeling projects.
Partner with Marketing to help drive higher returns on advertising expenditure.
Analyze usage-based insurance (UBI) data and offer recommendations on pricing changes.
Perform trend analysis to understand changes in the frequency and severity of insurance claims.
Analyze the impact of crash-avoidance technology on Auto insurance claims.
This is a hybrid position with some on-site and telecommuting availability each week.
OTHER QUALIFICATIONS:
A bachelors degree in actuarial science, Mathematics, Statistics, Economics, or related major.
Excellent verbal and written communication skills.
MUST HAVE:
Minimum of 7 years experience in P&C (Property and Casualty Insurance)
ACAS or FCAS credential
Senior Associate Actuary
Senior Associate Job In Trenton, NJ
Our Client seeks a Senior Associate Actuary to join our Personal Lines Pricing team.
ABOUT ACTUARIAL:
The Actuarial department provides insight and analysis to help solve complex business problems.
The department consists of the following teams: Personal Lines Pricing, Commercial Lines Pricing, Reserving, and Predictive Analytics.
ROLE AND RESPONSIBILITIES:
As an Associate Actuary, you will collaborate with other actuaries and colleagues across the company to solve important business problems. Potential projects include the following:
Perform pricing studies to evaluate the profitability of our Auto and Homeowners insurance products. Present results to the Executive Leadership Team (ELT).
Analyze rating variables and recommend pricing changes.
Perform competitor analysis to maintain awareness of pricing and product developments in the marketplace.
Collaborate with the Predictive Analytics team on modeling projects.
Partner with Marketing to help drive higher returns on advertising expenditures.
Analyze usage-based insurance (UBI) data and offer recommendations on pricing changes.
Perform trend analysis to understand changes in the frequency and severity of insurance claims.
Analyze the impact of crash-avoidance technology on Auto insurance claims.
This is a hybrid position with some on-site and telecommuting availability each week.
QUALIFICATIONS:
At least 7 years of P&C actuarial experience.
A Bachelor's degree in Actuarial Science, Mathematics, Statistics, Economics, or related major.
Excellent verbal and written communication skills.
ACAS or FCAS credential.
Senior Associate/Principal Consultant (Health Sciences/Risk Assessment)
Senior Associate Job In Doylestown, PA
Full-time Description
Terraphase is seeking candidates for a senior level environmental risk assessment consultant. The desired individual can provide strategic and technical support on client projects and effectively support business development efforts within the firm's growing health sciences, environmental investigation/remediation, and litigation support service areas. The role entails significant responsibilities for client engagement, project management, and staff development. Projects will commonly involve multidisciplinary engagements where effective collaboration and communication with a team of consulting scientists and engineers will be expected/needed. The location for this position is flexible.
The Role
Leadership and creative technical support in applying risk assessment sciences to solve complex environmental problems affecting clients
Managing the performance of technical work and the preparation of project deliverables
Supporting the expansion of work with existing Terraphase clients and the development of relationships with new clients
Identifying, developing, and securing new opportunities to provide solutions for clients
Supporting the learning of, transfer of knowledge to, and professional development of, junior staff
Who You Are
Candidates should hold an advanced degree in toxicology, environmental or chemical engineering, environmental health, environmental science, biology, chemistry, or similar field
12+ years of experience in applied human health and/or ecological risk assessment
Strong commitment to client service and professional development
Strong reputation among clients and peers for creativity, integrity, responsiveness, and technical expertise
Strong technical skills in environmental fate and transport, statistics and spatial analysis
Excellent technical writing and oral communication skills
Experience leading project teams and supervising the work of others
Ability to effectively prioritize and manage multiple tasks and projects
Ability to work effectively independently as well as a member of a team
Supplemental Qualifications
(not required)
DABT
Experience in applied ecological risk assessment science
Experience in product exposure, safety, and liability assessment
Who We Are
We are an environmental consulting company that offers cost-effective solutions to complex environmental and engineering challenges. We apply technical expertise and keen awareness of the regulatory framework to achieve our clients' project goals and objectives. The combined talent and experience of Terraphase's engineers, geologists, and scientists form the foundation for a comprehensive environmental management approach.
Terraphase was founded with the goal of developing a full-service engineering and consulting firm that provides high-quality services to clients with regional and nationwide operations. We are driven by creating valuable work products for our company and clients, and a rewarding environment for our employees. Our staff is comprised of registered professionals in civil engineering, geology, hydrogeology, and geotechnical engineering.
Our unique company culture philosophy of appreciating and recognizing individuals for their work, leadership, and mentoring, while supporting and encouraging a healthy personal and professional lifestyle help to make Terraphase one of the best places to work.
Benefits
Terraphase offers an extensive benefits package including; Medical, Dental, Vision, Employer Paid Life Insurance, Long-Term Disability, a generous 401(k) match, Commuter Benefits, TerraLunches, TerraTalks, Tuition/Licensing/Professional Development Reimbursement, Flexible Work Schedule, ongoing company-sponsored events.
EOE STATEMENT
Terraphase is an Equal Opportunity Employer, committed to an inclusive & diverse work environment where individual strengths and diverse viewpoints are respected and complement each other to achieve common goals. (EOE M/V/F/D)
Senior Associate, Business Incentives Group
Senior Associate Job In Philadelphia, PA
The Specialized Tax Services (STS) Tax Credits & Incentives Senior Associate 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
NYC/Long Island/Westchester Range: $73,500 - $131,250
Washington DC Range: $73,500 - $131,250
Senior Valuation Associate
Senior Associate Job In Lawrenceville, NJ
LOCAL CANDIDATES ONLY- MUST BE ABLE TO LEGALLY WORK IN US WITHOUT SPONSORSHIP
Seeking a senior valuation associate for our business valuation practice with experience in preparing business valuations for a variety of purposes (gift and estate tax, litigation, forensic, corporate reporting).
Key Responsibilities:
• Prepare business valuations including information gathering, due diligence, financial modeling, and preparation of sections of an appraisal report
• Communicate and review valuation results with team members
• Maintain and develop positive, productive, and professional relationships with colleagues and clients
Requirements
• Minimum Bachelor's degree in Finance and/or other business degrees
• 3-8 years' experience in business valuation
• Demonstrated ability to work independently to organize data, analyze financial information, and make appropriate recommendations to other team members.
• Oversight of junior associates to ensure their career progression through on-the-job training
• Proficient in financial modeling including experience building models from scratch in MS Excel
• Preparation of financial statement analysis, public company and industry research
• Knowledge of CapIQ, Bloomberg and other valuation software
• Ability to manage multiple projects and priorities under strict deadlines
• Experience presenting findings to other team members and defending analysis with facts and confidence
• Strong attention to detail and accuracy focused output
• Certifications relevant to the discipline of business valuation including CFA, CVA, CBA, ABV
Hybrid work environment. 3 days in office and 2 days remote.