Digital Consulting Consulting Associate/Sr. Associate - Oracle EPM
Senior associate job in Milwaukee, WI
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural transformation, enabling the change they need to own their future.
Join our team as the expert you are now and create your future.
Senior Associates play an integral client-facing project or work-stream leadership role. While activities vary based on project size/scope and individual skill-sets and strengths, the Sr. Associate can expect to spend their time with a heavy focus on material client interaction through all projects, project management, intensive data-analysis and the identification for the "so-what's" therein, and to creating compelling client-ready presentations. Additionally, the Sr. Associate will focus on developing Analysts and Coachees.
**Qualifications:**
+ Bachelor's or Master's degree in a field related to this position or equivalent work experience
+ 3-5 years of experience analyzing requirements, writing functional specifications, conducting tests, troubleshooting issues and interfacing with business users
+ 1-2 years of experience owning project workstreams with little to no supervision
+ At least 2 years' experience with either Hyperion Planning / PBCS / EPBCS and Essbase OR FCCS/ARCS/EDMCS/PCMCS
+ Experience with Hyperion Planning and Hyperion Essbase in both development and administrative roles
+ Experience with automation scripts (MaxL) and integration of the full Hyperion suite
+ Extensive knowledge of Excel, Essbase Spreadsheet Add-in and SmartView
+ Ability to solve complex problems creatively with strong critical thinking
+ Strong analytical skills coupled with a functional or technical acumen and hands-on expertise with cloud-based enterprise solutions
+ Strong verbal and written communication skills with ability to articulate results and issues to internal and client teams
+ Willingness to travel up to 50% as needed to work with client or other internal project teams
The estimated base salary range for this job is $105,000 - $145,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $117,600 - $171,100. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future.
**Position Level**
Senior Associate
**Country**
United States of America
At Huron, we're redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client's challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work...together.
Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron.
Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.
Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance. Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. All benefits and programs are subject to applicable eligibility requirements.
Huron is fully committed to providing equal employment opportunity to job applicants and employees in recruitment, hiring, employment, compensation, benefits, promotions, transfers, training, and all other terms and conditions of employment. Huron will not discriminate on the basis of age, race, color, gender, marital status, sexual orientation, gender identity, pregnancy, national origin, religion, veteran status, physical or mental disability, genetic information, creed, citizenship or any other status protected by laws or regulations in the locations where we do business. We endeavor to maintain a drug-free workplace.
Pega UI / UX - Senior Associate
Senior associate job in Milwaukee, WI
Industry/Sector Not Applicable Specialism Platform Engineering & Architecture Management Level Senior Associate At PwC, our people in integration and platform architecture focus on designing and implementing seamless integration solutions and robust platform architectures for clients. They enable efficient data flow and optimise technology infrastructure for enhanced business performance.
Those in cloud and network architecture at PwC will focus on designing and implementing efficient and secure solutions for clients. You will be leveraging cutting-edge technologies to optimise infrastructure and enhance connectivity.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
* Respond effectively to the diverse perspectives, needs, and feelings of others.
* Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
* Use critical thinking to break down complex concepts.
* Understand the broader objectives of your project or role and how your work fits into the overall strategy.
* Develop a deeper understanding of the business context and how it is changing.
* Use reflection to develop self awareness, enhance strengths and address development areas.
* Interpret data to inform insights and recommendations.
* Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Integration and Platform Architecture team, you will design, prototype, and implement user interfaces for Pega-based applications that balance functionality, usability, and aesthetics. As a Senior Associate, you will leverage your knowledge in Pega UI components and collaborate closely with business and technical teams to secure designs, meet business objectives and enhance the overall digital experience. This role offers a unique chance to contribute to PwC's Pega design framework and stay current with emerging design trends while enhancing user experiences.
Responsibilities
* Design and prototype user interfaces for Pega-based applications
* Collaborate with technical and business teams to align designs with objectives
* Implement Pega UI components to enhance user experience
* Stay updated on emerging design trends and practices
* Enhance functionality and usability in application interfaces
* Contribute to the development of PwC's Pega design framework
* Analyze user feedback to inform design improvements
* Maintain adherence to quality standards in user interface design
What You Must Have
* Bachelor's Degree
* At least 3 years of experience
What Sets You Apart
* Master's Degree in UI/UX design preferred
* Advanced degree or formal certification in UI/UX design preferred
* Pega Certified UI Specialist or Pega Certified Senior UI Specialist preferred
* Designing intuitive and visually engaging interfaces
* Conducting user research and usability testing
* Creating wireframes, mockups, and prototypes
* Optimizing workflows for scalability and adaptability
* Staying current with emerging design trends
Travel Requirements
Up to 80%
Job Posting End Date
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: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
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: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
Auto-ApplyMergers & Acquisitions Senior Associate
Senior associate job in Milwaukee, WI
Who We Are: We are a leading wealth management platform with differentiated and comprehensive capabilities that provide full-service offerings to wealthy individuals, endowments & foundations, and institutional clients. Our integrated platform positions us for growth while fostering strong, lasting client relationships. With a history of strategic expansion and a focus on lasting value, we are redefining the future of wealth management together.
Summary:
Seeking a dynamic Senior Associate to join an in-house Corporate Development team, focusing on implementing a diligence and integration program for newly acquired businesses.
This is a unique opportunity to join our Corporate Development team. The M&A Senior Associate will play a critical role in supporting M&A and Integration activities by driving key strategic initiatives and performing detailed due diligence on potential acquisitions. This role will involve collaborating with multiple stakeholders across the organization and drive transactions from accepted terms through close through process-oriented program and change management of key transaction milestones, with a particular focus on ensuring smooth diligence and integration.
Key Responsibilities:
* M&A Due Diligence:
Perform detailed financial and business due diligence on potential acquisition targets. Support day-to-day diligence activities, including managing external data rooms, coordinating meetings/calls, and working with external advisors.
* Integration Support:
Collaborate with cross-functional teams to drive post-acquisition integration efforts, creating and managing organizational documents, spreadsheets, timelines, milestones, and ensuring responsible parties are aligned with integration tasks.
* Financial Analysis & Reporting:
Provide ad-hoc financial analyses and reporting to support M&A and Corporate Development leaders. Assist in the preparation of presentations for the executive team and board of directors.
* Cross-functional Collaboration:
Work closely with various department heads (accounting/finance, HR, technology, risk management, etc.) to ensure alignment on M&A activities and integration goals.
Required Qualifications:
* 3-6 years of experience in corporate development, private equity, investment banking, management consulting, or project management with a focus on transactional M&A work.
* Strong program and project management skills, including the ability to handle multiple high-priority projects in a fast-paced environment and coordinate across departments.
* Exceptional written and oral communication skills, with the ability to present complex ideas clearly to both internal teams and external stakeholders.
* Advanced proficiency in Excel and PowerPoint, including financial modeling and presentation creation.
* Bachelor's degree in Finance, Accounting, Economics, or Business from a top-tier institution.
Preferred Qualifications:
* Experience in the wealth management or financial services industry.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $133,000 to $156,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.
Assurance Manager, Registered Funds
Senior associate job in Milwaukee, WI
What You'll Do
Join our growing Assurance team at Cohen & Co! Our national Assurance Practice is recognized throughout the U.S. for our expertise and technical ability to provide top-quality products and guidance to our clients. We've been named the 4
th
largest registered funds auditor and recognized as an employer of choice. We are seeking an experienced manager with a background in the serving investment company industry clients to join our team. If you are ready to work in a people-first culture where your passion for service and expertise in accounting can make a meaningful impact, we want to hear from you!
Commitments :
Audit engagements for financial industry clients, specifically mutual funds, exchange-traded funds, close-end funds, and collective investment trusts
Assume full responsibility for planning, supervising, and completing projects
Managing day-to-day client relationships
Understand engagement partner expectations of the engagement and monitor deadlines and deliverables
Balance and effectively deliver on multiple projects under restrictive time constraints
Develop an understanding of client's business and industry and routinely seek information from the client regarding their needs and concerns
Recognize opportunities to provide additional services and opportunities to be innovative in serving existing clients
Who You Are
Required:
Bachelor's degree required
Experience working on investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds) is preferred
4-6 years of progressive audit experience in public accounting
CPA license required
Location:
Chicago, IL; Cleveland,OH; Milwaukee, WI; New York, NY; Philadelphia, PA; Denver, CO
Hybrid work environment
Who We Are
#LifeatCohen
Sure, we like numbers. (But we'll
never
treat you like one.)
At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:
Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Learn More About Us!
Discover our Passion, Purpose & Expertise
Learn more about our Firm's culture
Experienced Hire Opportunities
Estimated Salary Range: $85,000 - 155,000*
*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
#LI-PROMO
#LI-Hybrid
Auto-ApplySenior Associate, Corporate Compliance and Transformation Services
Senior associate job in Milwaukee, WI
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm.
KPMG is currently seeking a Senior Associate, Corporate Compliance and Transformation Services to join our Global Compliance Management Services practice.
Responsibilities:
* Oversee assigned engagements
* Facilitate client communications and participate in process review debriefs
* Collaborate with engagement teams and clients to transition projects
* Manage escalation of engagement questions
* Maintain and implement standardized contracts
* Share best practices with compliance teams
Qualifications:
* Minimum two years of recent tax or accounting experience; minimum one year of recent project management experience
* Bachelor's degree from an accredited college or university
* PMP or Lean Six Sigma-Green Belt (or higher) certifications preferred
* Excellent written and verbal communication skills; strong organizational and delegation skills
* Ability to operate in a national/international teaming environment, collaborate well with other team members and work self-sufficiently with appropriate oversight
KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
***********************************************************************
California Salary Range: $69900 - $138200
KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Senior Associate, Paralegal - Patents
Senior associate job in Racine, WI
SC JOHNSON IS A FIFTH-GENERATION FAMILY COMPANY BUILT ON THE SPIRIT OF OUR PEOPLE. We have been leading with purpose for over 130 years, building iconic brands that win the hearts and minds of consumers - such as Raid , Glade , Ziploc and more, in virtually every country around the world. Together, we are creating a better future - for the planet, for future generations and for every SCJ team member. Join our winning team of Wave Makers and Go Getters and help us write the next chapter in the SCJ story.
ABOUT THE ROLE
The SC Johnson Legal Department is seeking a Senior Associate, Paralegal to join our innovative Patent Practice Group, a team responsible for managing a substantial portfolio of domestic and international patents that support our diverse range of consumer products. This group works in close collaboration with research, development, and marketing teams to safeguard and propel the company's innovation efforts.
In this role, you will be entrusted with the strategic management of U.S. and global patent portfolios for specific business units. You will play a pivotal role in supporting patent attorneys throughout the entire lifecycle of portfolio management-from coordinating invention disclosures and patent filings to overseeing docketing and prosecution timelines. Your responsibilities will also include conducting clearance searches, offering intellectual property guidance, resolving conflicts, and contributing to acquisition due diligence.
We are looking for a meticulous and self-driven professional who excels in a fast-paced environment and can confidently manage complex patent processes with minimal oversight. If you are passionate about intellectual property and eager to make a meaningful impact within a company that values innovation and leadership, we invite you to explore this exciting opportunity.
KEY RESPONSIBILITIES
Preparation of official patent documents (Assignments, Power of Attorney, Declarations, etc.)
Manage and assist US and international outside counsel in all aspects of patent preparation, patent clearance, patent prosecution and dispute resolution
Work with inventors to gather pertinent information in support of patent applications
Work with business units to gather evidence for contentious matters and collect and maintain patent-use information
Maintain patent portfolio management database
Monitor and manage annuity activities relating to payments and due dates
Assist with invoice review and management
Assist with various projects work as needed, including Freedom to Operate tracking, Agreement review, reviewing processes and workflows related to patent portfolios, preparing and delivering reports for invention disclosures, and estate review as requested
REQUIRED EXPERIENCE YOU'LL BRING
Bachelor's degree and 2+ years of paralegal experience including patent and/or intellectual property matters
Qualified candidates must be legally authorized to work in the United States without the need for current or future sponsorship for full-time employment
PREFERRED EXPERIENCES AND SKILLS
4+ years of patent paralegal experience in a major law firm and/or in-house corporate environment
Successful completion of an American Bar Association approved Paralegal program
Strong working knowledge of domestic and international patent laws and procedures
Ability to work independently in a fast-paced, high-performing consumer-products company and manage and prioritize a large, complex workload
Detail oriented with strong verbal and written communication skills
Ability to work closely and build relationships with domestic and international business clients, team members and outside counsel
Online patent searching and docketing experience (i.e., Anaqua and Acclaim IP)
JOB REQUIREMENTS
This role will be located at the SC Johnson Corporate Headquarters, Racine, WI
Remote work is available once per week after 90-day onboarding period
This position is not eligible for relocation
Inclusion & Diversity
We're a global business, with people from every culture, ethnicity, race, religion, gender identity, sexual orientation, age and ability. We recognize the breadth of human experience, and we work to celebrate it. It is our goal to build a diverse, inclusive and supportive work environment where all people can thrive.
We're committed to ongoing efforts that help us attract, hire, and retain diverse talent who want to build a positive, inclusive environment. Read more about our ongoing initiatives at *************************************
Better Together
At SC Johnson, we strive to create a positive, inclusive and unique workplace. We strongly believe SCJ people are able to achieve their best when they can collaborate and work together in person.
Equal Opportunity Employer
The policy of the Company is to ensure equal opportunity for all qualified applicants and employees without regard to race, color, religion, gender, marital status, sexual orientation, national origin, ancestry, age, gender identity, gender expression, disability, citizenship, pregnancy, veteran status, membership in any active or reserve component of the U.S. or state military forces, genetic history or information or any other category protected by law.
Accommodation Requests
If you are an individual with a disability and you need an accommodation or other assistance during the application process, please call our Human Resources department at ************ or email your request to *************. All qualified applicants are encouraged to apply. Download the EEO is the Law poster for more information.
Auto-ApplyAssurance Manager, Registered Funds
Senior associate job in Milwaukee, WI
What You'll Do
Join our growing Assurance team at Cohen & Co! Our national Assurance Practice is recognized throughout the U.S. for our expertise and technical ability to provide top-quality products and guidance to our clients. We've been named the 4
th
largest registered funds auditor and recognized as an employer of choice. We are seeking an experienced manager with a background in the serving investment company industry clients to join our team. If you are ready to work in a people-first culture where your passion for service and expertise in accounting can make a meaningful impact, we want to hear from you!
Commitments :
Audit engagements for financial industry clients, specifically mutual funds, exchange-traded funds, close-end funds, and collective investment trusts
Assume full responsibility for planning, supervising, and completing projects
Managing day-to-day client relationships
Understand engagement partner expectations of the engagement and monitor deadlines and deliverables
Balance and effectively deliver on multiple projects under restrictive time constraints
Develop an understanding of client's business and industry and routinely seek information from the client regarding their needs and concerns
Recognize opportunities to provide additional services and opportunities to be innovative in serving existing clients
Who You Are
Required:
Bachelor's degree required
Experience working on investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds) is preferred
4-6 years of progressive audit experience in public accounting
CPA license required
Location:
Chicago, IL; Cleveland,OH; Milwaukee, WI; New York, NY; Philadelphia, PA; Denver, CO
Hybrid work environment
Who We Are
#LifeatCohen
Sure, we like numbers. (But we'll
never
treat you like one.)
At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:
Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Learn More About Us!
Discover our Passion, Purpose & Expertise
Learn more about our Firm's culture
Experienced Hire Opportunities
Estimated Salary Range: $85,000 - 155,000*
*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
#LI-PROMO
#LI-Hybrid
Auto-ApplySenior Associate, Private Equity Fund Services
Senior associate job in Milwaukee, WI
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
Auto-ApplySr. Associate, Delivery Driver Dispatcher
Senior associate job in West Allis, WI
Pay Rate: $19.00 per hour Bonus eligible: No Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being. * Medical, dental and vision coverage * Paid time off plan * Health savings account (HSA) * 401k savings plan
* Access to wages before pay day with my FlexPay
* Flexible spending accounts (FSAs)
* Short- and long-term disability coverage
* Work-Life resources
* Paid parental leave
* Healthy lifestyle programs
Application window anticipated to close: 01/20/2026 *if interested in opportunity, please submit application as soon as possible.
What does Nuclear Pharmacy contribute to Cardinal Health?
Nuclear Pharmacy is responsible for providing radiopharmaceuticals and other drugs to medical care providers under highly regulated State and Federal guidelines may also consult with or advise physicians and nuclear medicine technologists on the safe and efficacious use of radioactive drugs for diagnosis and therapy.
What Pharmacy Services & Delivery contributes to Cardinal Health
Responsible for the prompt and accurate delivery and distribution of radiopharmaceuticals or oncology pharmaceuticals to medical care providers in accordance with customer demand and requirements of the assigned route. Prepares doses for shipment, prepares cases, wipes doses, and loads and unloads containers in keeping with the prescribed safety standards and Department of Transportation (DOT).
Click here to watch a short video about what a Nuclear Pharmacy Driver does at Cardinal Health
Shift/Schedule
* 35 hours weekly
* Monday - Friday 2:00am - 9:00am
* One weekend shift a month
* Must be flexible to work other hours and days as needed
Responsibilities
* Assigns delivery routes to drivers and makes adjustments as needed
* Performs quality control checks as trained
* Processes incoming packages for pharmacy use
* Performs equipment checks for daily use
* Prepares and makes deliveries to customer accounts on assigned route using a company vehicle (non-cdl)
* Packages radiopharmaceutical medication for shipment, performs testing, and loads/unloads containers
* Uses a handheld tablet to scan customer orders for accuracy, obtain route stop information and navigation
* Processes packages returned from customer locations
* Maintains vehicles in proper working condition and may perform minor roadside repairs
* Performs general facility cleaning and other duties as required
Qualifications
* High school diploma, GED or equivalent, or equivalent work experience, preferred
* Must hold a valid driver's license and have a good driving record
* Minimum of 18 years of age due to driving of company owned vehicle
* Prior delivery driving experience a plus
* Past driver dispatching experience preferred
* Ability to lift containers weighing up to 75 pounds
* Comfortable driving in all weather conditions during day or night hours
* Ability to sit, stand, be mobile and operate a vehicle for extended periods of time
* Strong customer service and communication skills
* Ability to work weekends or be in a weekend rotation
* Ability to work holidays or be in a holiday rotation
* Ability to work on call or be in an on call rotation
* Flexibility to work various days, schedules, hours or overtime as needed
* Ability to use computers and tablets
What is expected of you and others at this level?
* Applies acquired knowledge and skills to complete standard tasks
* Readily learns and applies new information and methods to work in assigned area
* Maintains appropriate licenses, training and certifications
* Works on routine assignments that require some problem resolution
* Works within clearly defined standard operating procedures and/or scientific methods
* Adheres to all quality guidelines
* Works under moderate degree of supervision
* Work typically involves regular review of output by work lead or supervisor
* Refers complex unusual problems to supervisor
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Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.
Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
Auto-ApplyAudit Manager
Senior associate job in Mequon, WI
Hawkins Ash CPAs is looking to hire an Audit Manager for our Mequon or Brookfield office.
At Hawkins Ash CPAs, we place value on you and your career .
We celebrate and encourage both personal and professional growth and empower leaders.
We cultivate and preserve a strong culture of inclusivity - where everyone is invited to boldly share their ideas and perspectives.
Our culture is a connected team, dedicated to mutual respect and personal growth.
We strive to provide professional freedom and flexibility, and we collaborate to achieve measurable success for clients and team members.
Hawkins Ash CPAs truly cares about the people around us--our employees, clients, and community.
Whether you are a recent graduate or experienced professional, a rewarding and fulfilling career is waiting for you at Hawkins Ash CPAs. Come join a team where commitment to care, compassion, growth and leadership are top priorities!
As an Audit Manager you will:
Perform audits, reviews, compilations, and agreed-upon-procedures for not-for-profit entities, commercial entities, and employee benefit plans
Plan the engagement, perform fieldwork, prepare full disclosure financial statements and required reports for management and regulating agencies, perform other non-audit accounting services, and prepare tax returns (if applicable)
Travel to/from engagements, which includes some overnight travel when needed
Respond to RFP's
Evaluate and provide staff with leadership and career guidance
Actively participate in community activities to develop positive relationships with community leaders and members
Prepare workpapers and returns for tax clients
Attend continuing professional education seminars
Travel to/from engagements, which may include overnight travel as needed
Perform other duties as assigned
Our ideal candidate will have :
Bachelor's degree in Accounting or related field, with CPA or CPA eligibility
Six years of experience providing accounting and financial services is preferred, exceptions can occur based on work to be performed
Exceptional communication skills
Proficiency in Microsoft Office products and accounting software packages
Strong multi-tasking skills
Ability to work extended hours as necessary
Ability to travel to local client sites as needed (some overnight may be required)
Enjoy the great benefits at Hawkins Ash CPAs such as generous PTO; 401k match; health, dental, vision, and life insurance; wellness programs; flexible work-life balance; and so much more!
This is a great opportunity to join an amazing team!
Auto-ApplyAudit Manager
Senior associate job in Milwaukee, WI
We are looking for an experienced Audit Manager to join a dynamic public accounting firm in Milwaukee, Wisconsin. This role offers a unique blend of growth opportunities, flexible work arrangements, and the potential for future partnership. If you are passionate about providing exceptional audit services while contributing to a collaborative and supportive workplace, this position is for you.
For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.
Responsibilities:
- Lead and manage audit engagements from planning to completion, ensuring adherence to established timelines and quality standards.
- Supervise and mentor audit staff, fostering development and maintaining high performance levels.
- Build and maintain strong client relationships by addressing inquiries, providing regular updates, and ensuring satisfaction.
- Review and finalize workpapers, financial statements, and audit deliverables, ensuring compliance with standards and accuracy.
- Handle complex technical issues and provide guidance on auditing and accounting standards.
- Collaborate with firm partners to strategize and improve client service delivery.
- Oversee the preparation and implementation of audit programs and procedures.
- Ensure compliance with regulatory requirements and industry standards throughout all engagements.
- Identify opportunities to improve audit processes and contribute to the firm's growth initiatives.
Requirements - CPA certification is required.
- Minimum of 5 years of experience in public accounting, with a focus on auditing.
- Expertise in auditing standards and procedures, as well as financial statement preparation.
- Strong proficiency in accounting software systems, such as CaseWare and CCH ProSystem Fx.
- Excellent leadership and communication skills, with the ability to manage teams and foster client relationships.
- Proven ability to handle complex technical issues and provide clear, actionable solutions.
- Strong organizational skills and attention to detail, ensuring accuracy and efficiency in all tasks.
- Commitment to growth and continuous learning within the accounting field.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
Assurance Manager
Senior associate job in Brookfield, WI
Are you ready to take the next step in your public accounting career? SVA, a leading Certified Public Accounting firm, is seeking a dynamic and experienced Assurance Manager to join our team in Brookfield, WI. If you're passionate about fostering growth-for yourself, your clients, and your community-this is the opportunity for you.
As an Assurance Manager, you'll thrive in our flexible, hybrid work environment that blends professional excellence with a culture of encouragement and continuous learning. At SVA, we are dedicated to "Serving People Better," helping our employees, clients, and communities flourish.
Your role as an Assurance Manager will be pivotal in leading audit engagements, mentoring talented team members, and building lasting client relationships. Our work schedule typically runs Monday through Friday from 8 a.m. to 5 p.m., with flexibility as needed. During busy season, you'll showcase your expertise with a commitment of 55+ hours per week, but we balance the year with perks like summer Fridays off to recharge.
We're looking for a seasoned Assurance Manager with a bachelor's degree, CPA, and at least 5+ years of public accounting experience. You'll bring technical expertise, a commitment to client service, and the ability to guide teams to success in a fast-paced environment.
SVA offers a suite of unique benefits designed to support your personal and professional life. These include a Lifestyle Spending Account for your wellness goals, profit-sharing opportunities, and a variety of health plan options to suit your needs.
As an Assurance Manager, you'll find a workplace that values collaboration, innovation, and professional development. Whether it's leading complex engagements, mentoring up-and-coming professionals, or engaging with the community, your contributions will be recognized and celebrated.
Join a firm where your hard work matters and where you can make an impact every day. If you're ready to bring your expertise to a team that's as committed to excellence as you are, apply now for the Assurance Manager position in Brookfield, WI.
Role is based in Wisconsin.
Take the first step in your exciting next chapter-apply today!
Audit Manager - Capital Markets
Senior associate job in Milwaukee, WI
Join a purpose-driven team at BMO that values integrity, collaboration, and excellence within an inclusive, high-performing culture. As part of the Third Line of Defense, Corporate Audit provides independent, enterprise-wide assurance over internal controls, risk management, and governance processes. Our professionals thrive in dynamic environments, partnering with management to identify control weaknesses and deliver actionable solutions that strengthen the Bank's resilience. Contribute to audit success by supporting alignment with the Bank's risk management frameworks, mandates and strategic priorities across BMO's Capital Markets businesses and Corporate Treasury functions, as well as related independent risk management functions (market, liquidity, counterparty credit and model risks.
The Audit Manager conducts audit engagements to critically assess management and internal control processes, approving the nature, extent and timing of the audit, its execution and the formulation of insightful audit reports. Reports on audits to provide clear, concise and memorable insights on issues and potential issues to assist management in fulfilling mandates. This work provides vital assurance to the Board of Directors and senior management on the quality of internal control systems and reduces the risk of loss and reputational damage to the Company. This work is instrumental in identifying unacceptable/high risk circumstances that could lead to material impact on profitability or reputation. Provides independent assurance on the quality and effectiveness of internal control, risk management, and governance systems and processes to support senior management and the Board in protecting BMO and its reputation.
+ Acts as a trusted advisor to assigned business/group.
+ Influences and negotiates to achieve business objectives.
+ Identifies emerging issues and trends to inform decision-making.
+ Provides critical input to Chief Auditor/Assistant Chief Auditor on the practical aspects of the audit and its execution.
+ Helps to develop annual audit plan.
+ Provides input into Corporate Audit processes identifying opportunities to simplify.
+ Executes audits in full recognition of the risks of the group that encompass the inherent risks, control risks and internal/external environment and regulatory risks. This may encompass individual audits and broader capstone audits of Enterprise level functions/processes.
+ Conducts advisory engagements and other engagements as required.
+ Determines impact of changing strategies, tactics, risks and initiatives on audit, advisory and investigative services.
+ Identifies and evaluates the impact of new and emerging technology and technology risk on the organization's processes and control environment.
+ Utilizes data analytics in advisory engagements to improve quality and efficiencies.
+ Develops an awareness of business strategies, policies and standards providing meaningful insights based upon knowledge and research which will continue to improve the Enterprise management and control processes.
+ Maintains the independence of the audit practice and its personnel.
+ Develops insightful discussion points contributing to audit reports that provides fair and balanced assessment of governance, risk and control processes based on audit work performed. Deliverables must be objective, clear, concise and timely.
+ Identifies control deficiencies and provides a fair and balanced assessment of their magnitude.
+ Maintains working knowledge of the industry, regulatory, broad economic environment, and internal environment, as to the development of new strategies and plans, opportunities and risk, to obtain an understanding of the control environment.
+ Ensures that all audit procedures executed are conducted in accordance to Corporate Audit Methodology as confirmed by it's Quality Assurance program and/or regulatory examination results.
+ Applies sound judgement in the execution of the assigned work and ensures open lines of communication.
+ Develops and maintains good working relations with key stakeholders.
+ Actively monitors change management initiatives and identifies potential risks.
+ Actively participates and supports Corporate Audit change initiatives.
+ Maintains and enhances professional audit qualifications in line with industry standards.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Provides specialized consulting, analytical and technical support.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently and regularly handles non-routine situations.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Working knowledge of market, liquidity and model risk management frameworks.
+ Experience with regulatory requirements (e.g., OSFI, FRB, OCC, CFTC, SEC, FINRA) and industry best practices related to Capital Markets business and Corporate Treasury functions, preferred.
+ Ability to manage multiple priorities and deliver high-quality results under tight deadlines.
+ Typically between 5+ years of relevant experience and post-secondary degree
+ Professional designations or business designation such as CIA, CPA-Audit.
+ Deep knowledge and technical proficiency gained through extensive education and business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
*Current in office requirements- 3 days a week, subject to change
*Salary band represents the Milwaukee market, the Chicago market is different
**Salary:**
$66,600.00 - $124,200.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Audit Manager - Capital Markets
Senior associate job in Milwaukee, WI
Application Deadline:
12/30/2025
Address:
790 N Water Street
Job Family Group:
Audit, Risk & Compliance
Join a purpose-driven team at BMO that values integrity, collaboration, and excellence within an inclusive, high-performing culture.
As part of the Third Line of Defense, Corporate Audit provides independent, enterprise-wide assurance over internal controls, risk management, and governance processes. Our professionals thrive in dynamic environments, partnering with management to identify control weaknesses and deliver actionable solutions that strengthen the Bank's resilience. Contribute to audit success by supporting alignment with the Bank's risk management frameworks, mandates and strategic priorities across BMO's Capital Markets businesses and Corporate Treasury functions, as well as related independent risk management functions (market, liquidity, counterparty credit and model risks.
The Audit Manager conducts audit engagements to critically assess management and internal control processes, approving the nature, extent and timing of the audit, its execution and the formulation of insightful audit reports. Reports on audits to provide clear, concise and memorable insights on issues and potential issues to assist management in fulfilling mandates. This work provides vital assurance to the Board of Directors and senior management on the quality of internal control systems and reduces the risk of loss and reputational damage to the Company. This work is instrumental in identifying unacceptable/high risk circumstances that could lead to material impact on profitability or reputation. Provides independent assurance on the quality and effectiveness of internal control, risk management, and governance systems and processes to support senior management and the Board in protecting BMO and its reputation.
Acts as a trusted advisor to assigned business/group.
Influences and negotiates to achieve business objectives.
Identifies emerging issues and trends to inform decision-making.
Provides critical input to Chief Auditor/Assistant Chief Auditor on the practical aspects of the audit and its execution.
Helps to develop annual audit plan.
Provides input into Corporate Audit processes identifying opportunities to simplify.
Executes audits in full recognition of the risks of the group that encompass the inherent risks, control risks and internal/external environment and regulatory risks. This may encompass individual audits and broader capstone audits of Enterprise level functions/processes.
Conducts advisory engagements and other engagements as required.
Determines impact of changing strategies, tactics, risks and initiatives on audit, advisory and investigative services.
Identifies and evaluates the impact of new and emerging technology and technology risk on the organization's processes and control environment.
Utilizes data analytics in advisory engagements to improve quality and efficiencies.
Develops an awareness of business strategies, policies and standards providing meaningful insights based upon knowledge and research which will continue to improve the Enterprise management and control processes.
Maintains the independence of the audit practice and its personnel.
Develops insightful discussion points contributing to audit reports that provides fair and balanced assessment of governance, risk and control processes based on audit work performed. Deliverables must be objective, clear, concise and timely.
Identifies control deficiencies and provides a fair and balanced assessment of their magnitude.
Maintains working knowledge of the industry, regulatory, broad economic environment, and internal environment, as to the development of new strategies and plans, opportunities and risk, to obtain an understanding of the control environment.
Ensures that all audit procedures executed are conducted in accordance to Corporate Audit Methodology as confirmed by it's Quality Assurance program and/or regulatory examination results.
Applies sound judgement in the execution of the assigned work and ensures open lines of communication.
Develops and maintains good working relations with key stakeholders.
Actively monitors change management initiatives and identifies potential risks.
Actively participates and supports Corporate Audit change initiatives.
Maintains and enhances professional audit qualifications in line with industry standards.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Working knowledge of market, liquidity and model risk management frameworks.
Experience with regulatory requirements (e.g., OSFI, FRB, OCC, CFTC, SEC, FINRA) and industry best practices related to Capital Markets business and Corporate Treasury functions, preferred.
Ability to manage multiple priorities and deliver high-quality results under tight deadlines.
Typically between 5+ years of relevant experience and post-secondary degree
Professional designations or business designation such as CIA, CPA-Audit.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
*Current in office requirements- 3 days a week, subject to change
*Salary band represents the Milwaukee market, the Chicago market is different
Salary:
$66,600.00 - $124,200.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyAudit Manager - Tech Industry
Senior associate job in Milwaukee, WI
At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Join our growing Technology Industry team, where you'll work with a dynamic portfolio of clients ranging from early-stage SaaS and PaaS startups to established companies preparing for acquisition or investment. Many of our clients are lean on internal accounting resources and rely on us not just for audits, but as trusted partners to guide them through GAAP complexities, foreign subsidiary considerations, and investor-readiness. If you thrive on onboarding new clients, teaching, and building strong, collaborative relationships, this is the role for you.
Responsibilities
Responsibilities:
+ Manage audit, review, compilation engagements, and multiple teams. Provide performance feedback to all members of those teams when engagements end
+ Partner with Senior Managers, Directors, and Partners in risk assessment, audit procedures, and reporting .
+ Oversee daily operations of the audit engagement. From staffing, planning, budgeting, risk assessment, fieldwork, financial reporting, and the conclusion
+ Research and communicate guidance on complex accounting matters and transactions
+ Assist clients with GAAP compliance and the adoption of FASB Accounting Standard Updates . Address client concerns and resolve problems as they arise while communicating proactively and promptly
+ Serve as an instructor in the firm, department training programs, and meetings
+ Take part in and provide leadership in community, networking, and business development activities
Knowledge, Skills and Abilities
Qualifications:
+ Bachelor's degree in accounting or finance required
+ CPA license required
+ 5 years of experience, preferably in public accounting
+ Experience with revenue recognition, stock-based compensation, convertable debt and capatialized software is preferred
+ Experience with SAFE (Simple Agreements for Future Equity) preferred.
+ Ability to travel up to 10% to client sites
+ Excellent written and verbal communication and interpersonal skills
Kristin Kallies, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (******************************************** page to connect!
#LI-Remote
#LI-KK1
#LI-REMOTE
#LI-CV1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $100,000 to $145,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Job LocationsUS
Job ID 2025-7308
Category Audit
Remote Yes
Audit Manager
Senior associate job in Milwaukee, WI
As an Audit Manager, you will use your technical and leadership skills to oversee the completion of on-budget financial statement audits. You'll apply your knowledge of each client's operations, processes, business objectives and risks to enhance each financial statement audit - all with the resources, environment and support to help you excel. You'll build relationships with clients and your engagement teams, and use our world-class audit technology to work collaboratively, solve smarter, and have meaningful business conversations. From day one, you'll be empowered with access to firm leaders and mentors, training programs, resource groups, team-based communities, and growth opportunities to help you develop your career and achieve more, confidently.
Your day-to-day may include:
Overseeing and supporting multiple engagement teams concurrently to complete financial statement audits
Consistently listening and communicating with clients about engagement and service expectations; resolving technical and service issues quickly and thoroughly
Training and supervising less experienced colleagues and providing consistent, regular feedback
Being a proactive problem solver and sought-after business adviser to your clients on a variety of business improvement areas
Teaming with Grant Thornton colleagues on proposals and business development activities
Working at a client site, with your team in the office or remotely. We empower teams to listen first to expectations of clients and teammates; then you and your team can determine when and where to work. No matter when or where, you will have the support you need to thrive
Representing Grant Thornton at recruiting and professional networking events
Building your technical and professional skills through formal training
Other duties as assigned
You have the following technical skills, qualifications and abilities:
Bachelor's degree in accounting, economics, finance, mathematics, or related disciplines
Minimum of five years of progressive public accounting experience with a mid-sized to large firm
An active CPA license (required)
Analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards
Can manage multiple engagements and competing priorities
Value teamwork, are agile and know the power of building strong relationships
Are curious about or have exposure to automation and digitization tools as part of audits or in the professional services environment
Can travel as needed (Travel expectation: 25%)
Excellent verbal and written communication skills
Auto-ApplyTax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior
Senior associate job in Milwaukee, WI
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**The opportunity:** Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team, serving premier families and their enterprises across the U.S. and globally. We provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the most influential clients. As we continue to expand, we are looking for a Senior to join our team and work on key engagements, and further deepen client relationships.
**Position Overview:** As a Senior in our Wealth Tax Advisory practice, you will play a critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and their family offices. You will collaborate closely with managers, partners and engagement teams to lead complex wealth planning projects. This role requires an understanding of wealth tax advisory, estate and trust tax, family limited partnerships, and knowledge of flow-through business structures. You will be responsible for working on multiple projects simultaneously.
**Key Responsibilities:**
+ Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, including complex estate, trust and gift tax returns to high-net-worth clients and family offices.
+ Researching tax issues to develop effective tax planning strategies
+ Communicating complex tax issues to non-tax professionals and clients
+ Reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
+ Identifying and reacting to risks and opportunities to improve our services and processes
**To qualify for the role you must have, including deep experience in one or more technical tax areas** ** **
+ A bachelor's degree in a related field, supported by tax, business or financial planning experience
+ Eligibility for CPA certification or membership in The Bar
+ Minimum of 3 years of work experience in professional services or professional tax organization
+ A thorough understanding of estate and wealth planning
+ Experience with federal and state personal and trust taxation
+ Experience with flow through entities (S-Corps, Partnerships, LLC's)
+ A thorough understanding of automated tax processing systems
+ A commitment to continuing your learning
+ Willingness to travel as needed, and working in a balanced hybrid environment
**Ideally, you'll also have** ** **
+ A proven record in a professional services environment
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $82,000 to $135,200. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,500 to $153,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
Audit Manager - Capital Markets
Senior associate job in Milwaukee, WI
Application Deadline:
12/30/2025
Address:
790 N Water Street
Job Family Group:
Audit, Risk & Compliance
Join a purpose-driven team at BMO that values integrity, collaboration, and excellence within an inclusive, high-performing culture.
As part of the Third Line of Defense, Corporate Audit provides independent, enterprise-wide assurance over internal controls, risk management, and governance processes. Our professionals thrive in dynamic environments, partnering with management to identify control weaknesses and deliver actionable solutions that strengthen the Bank's resilience. Contribute to audit success by supporting alignment with the Bank's risk management frameworks, mandates and strategic priorities across BMO's Capital Markets businesses and Corporate Treasury functions, as well as related independent risk management functions (market, liquidity, counterparty credit and model risks.
The Audit Manager conducts audit engagements to critically assess management and internal control processes, approving the nature, extent and timing of the audit, its execution and the formulation of insightful audit reports. Reports on audits to provide clear, concise and memorable insights on issues and potential issues to assist management in fulfilling mandates. This work provides vital assurance to the Board of Directors and senior management on the quality of internal control systems and reduces the risk of loss and reputational damage to the Company. This work is instrumental in identifying unacceptable/high risk circumstances that could lead to material impact on profitability or reputation. Provides independent assurance on the quality and effectiveness of internal control, risk management, and governance systems and processes to support senior management and the Board in protecting BMO and its reputation.
Acts as a trusted advisor to assigned business/group.
Influences and negotiates to achieve business objectives.
Identifies emerging issues and trends to inform decision-making.
Provides critical input to Chief Auditor/Assistant Chief Auditor on the practical aspects of the audit and its execution.
Helps to develop annual audit plan.
Provides input into Corporate Audit processes identifying opportunities to simplify.
Executes audits in full recognition of the risks of the group that encompass the inherent risks, control risks and internal/external environment and regulatory risks. This may encompass individual audits and broader capstone audits of Enterprise level functions/processes.
Conducts advisory engagements and other engagements as required.
Determines impact of changing strategies, tactics, risks and initiatives on audit, advisory and investigative services.
Identifies and evaluates the impact of new and emerging technology and technology risk on the organization's processes and control environment.
Utilizes data analytics in advisory engagements to improve quality and efficiencies.
Develops an awareness of business strategies, policies and standards providing meaningful insights based upon knowledge and research which will continue to improve the Enterprise management and control processes.
Maintains the independence of the audit practice and its personnel.
Develops insightful discussion points contributing to audit reports that provides fair and balanced assessment of governance, risk and control processes based on audit work performed. Deliverables must be objective, clear, concise and timely.
Identifies control deficiencies and provides a fair and balanced assessment of their magnitude.
Maintains working knowledge of the industry, regulatory, broad economic environment, and internal environment, as to the development of new strategies and plans, opportunities and risk, to obtain an understanding of the control environment.
Ensures that all audit procedures executed are conducted in accordance to Corporate Audit Methodology as confirmed by it's Quality Assurance program and/or regulatory examination results.
Applies sound judgement in the execution of the assigned work and ensures open lines of communication.
Develops and maintains good working relations with key stakeholders.
Actively monitors change management initiatives and identifies potential risks.
Actively participates and supports Corporate Audit change initiatives.
Maintains and enhances professional audit qualifications in line with industry standards.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Working knowledge of market, liquidity and model risk management frameworks.
Experience with regulatory requirements (e.g., OSFI, FRB, OCC, CFTC, SEC, FINRA) and industry best practices related to Capital Markets business and Corporate Treasury functions, preferred.
Ability to manage multiple priorities and deliver high-quality results under tight deadlines.
Typically between 5+ years of relevant experience and post-secondary degree
Professional designations or business designation such as CIA, CPA-Audit.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
*Current in office requirements- 3 days a week, subject to change
*Salary band represents the Milwaukee market, the Chicago market is different
Salary:
$66,600.00 - $124,200.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplySenior Audit Manager - Wealth Management, Capital Markets and Commercial Compliance
Senior associate job in Milwaukee, WI
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The Corporate Audit Services (CAS) Senior Audit Manager - Wealth, Commercial, Capital Markets is a senior level management position that supports the Regulatory Compliance Audit Director/Senior Audit Director of the Risk Management and Compliance audit team. This role supports the Audit Director/Senior Audit Director, in providing the Audit Committee and senior management with independent assurance and advisory services designed to evaluate and improve the effectiveness of risk management, control, and governance processes of U.S. Bancorp (USB), affiliates, wholly owned subsidiaries and entities where USB owns a majority (controlling) interest.
The Senior Audit Manager is responsible for providing strategic direction, leadership, and coordination of compliance risk coverage for USB's Wealth, Commercial, Capital Markets business lines with demonstrated expertise and the ability to effectively communicate requirements of laws and regulations to non-compliance business partners and key stakeholders in the following areas:
- Wealth Management laws and regulations (e.g., Broker Dealer, Trust Services, Wealth Management, Securities and Exchange Commission (SEC) Regulations, Financial Industry Regulatory Authority (FINRA) Regulations, 12CFR9 Regulation, Investments, Wealth Operations, Private Banking)
- Capital Market laws and regulations (e.g., Broker Dealer, Trust Services, Wealth Management, SEC Regulations, FINRA Regulations, 12CFR9 Regulation, Investments, Wealth Operations, Private Banking)
- Laws and regulations applicable to Corporate and Commercial Banking business lines
The Senior Audit Manager also has strong knowledge of Compliance Management Systems.
Corporate Compliance (CC) is responsible for developing, maintaining, and tracking the implementation of CC Policies, Procedures, and Country Requirements. CC oversees USB's compliance with applicable laws and regulations through execution of the compliance risk management framework across the first and second lines of defense, including: risk identification, change management, risk assessments, management reporting, and provide consultation and credible challenge to support the development of effective business line control environments subject to compliance risk.
We are seeking an experienced senior business audit executive that has strong knowledge of audit, risk management, and regulatory expectations (e.g., Office of the Comptroller of Currency's Heightened Standards and Federal Reserve Board's Large Financial Institution Rating System) at large financial institutions. This individual will have skills and experience to effectively manage deliverables, own and lead the compliance risk management audit plan, provide oversight of audit activities over the risk management activities mentioned above, and deliver updates to operating committees, senior management and key stakeholders.
**Primary Responsibilities**
+ Coordinating with the Audit Director/Senior Audit Director in developing and driving the execution and coordination of the risk-based Annual Audit Plan for Wealth, Commercial, Capital Markets. Includes identifying auditable entities and assessing compliance risk across all auditable entities; determining appropriate audit cycles and audit strategy for the compliance risk framework; and determining necessary audit resources and estimated expenses associated with completion of a forward looking 12-18-month audit plan. Maintaining an effective Continuous Monitoring Program which monitors key risks within auditable entities across multiple business lines and identifies any key emerging/evolving risks by routinely interfacing with independent peer banks on regulatory trends and industry events. Also includes monitoring adequacy of CAS resources and adjusting the audit plan when appropriate and communicating key results of Continuous Monitoring to applicable members across CAS.
+ Lead a team of managers and audit professionals and is expected to recruit, hire, and develop assigned personnel in accordance with U.S. Bank Human Resources Policies and Corporate Audit Services Policies, Standards and Guidelines. These duties include active participation in recruiting activities; establishing and managing development plans for assigned personnel; and providing quarterly performance feedback and annual performance evaluations for assigned personnel. Also includes addressing performance problems promptly.
+ Supervise audit managers in the completion of audit engagements, ensuring the highest quality of work is delivered timely. Supervision includes:
+ Coordinating with senior audit managers and managers to plan audit engagements.
+ Ensuring reviews are performed to ensure audit engagement work contains relevant facts to support audit scope and conclusions and adhere to internal audit policies and procedures.
+ Reviewing audit reports which communicate audit opinions and audit issues in a timely, clear, and concise manner.
+ Monitoring progress of audit engagements against plan and schedule and working with senior audit managers/audit managers to make necessary adjustments.
+ Supporting the Audit Director/Senior Audit Director by creating and ensuring board, committee and other stakeholders reporting for completeness, consistency with other internal audit material and accuracy of the most up-to-date information. Overseeing ongoing progress and remediation by management for all outstanding operations issues across the entire enterprise and supporting other Senior Audit Directors/Audit Directors. Presenting as needed at Sr. Operating Committee and Sub-Committee meetings.
+ Develop and deepen relationships through regular interactions with key internal and external stakeholders that include but are not limited to: senior management; internal control partners; regulatory agencies; external auditors; external subject matter experts; and industry peers. This includes regular participation within industry peer groups.
+ Collaborating across the three lines of defense regarding business processes, risks, and controls. Coordinating audit activities by integrating other internal audit subject matter teams (e.g., Business Lines, Technology, Anti-Money Laundering, Model, Risk Management, Data, etc.) to ensure appropriate and efficient coverage of the business products, services, and processes. Managing the team's workload to assist other audit teams when resources are needed for areas of higher risk.
+ Drive automation and data analytics opportunities within their portfolio.
+ Performing other duties as requested by Audit Director/Senior Audit Director.
**Preferred Skills/Experience**
- Bachelor's degree, or equivalent work experience
- Typically more than 10 years of applicable experience
- Advanced knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business
- Advanced understanding of the business line's operations, products/services, systems, and associated risks/controls
- Thorough knowledge of Risk/Compliance/Audit competencies
- Strong leadership and management skills of processes, projects and people
- Effective written and verbal communication skills
- Strong analytical, problem-solving and negotiation skills
- Proficient computer skills, especially Microsoft Office applications
- Applicable professional certifications
**Location Expectations**
This role requires working from a U.S. Bank location three (3) or more days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $149,515.00 - $175,900.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
Financial Auditor
Senior associate job in Waukegan, IL
Our award-winning client is seeking a Financial Auditor to join their team. Our client's Global Internal Audit Group is a vital component in preserving and elevating the organization's value. By providing risk-based assurance and advisory services to internal stakeholders, senior management, and the Audit Committee, the group plays a crucial role. As a Senior Financial Auditor, you will wield significant influence on the company's success, contributing through the meticulous planning and execution of audits across various processes and locations, both domestically and internationally.
Responsibilities:
Audit Execution: Plan and conduct audits encompassing diverse processes and locations, ensuring adherence to established policies, regulations, and accounting standards.
Data Analysis: Leverage expertise to compile and analyze extensive datasets from multiple sources, including SAP, payroll, and various financial databases.
Risk Assessment: Collaborate with peers to perform comprehensive risk assessment analyses for potential audits of entities, processes, or critical systems.
Audit Findings: Prepare and present audit findings to audit leadership and business stakeholders, effectively communicating key insights and recommendations.
Risk & Control Themes: Identify and communicate risk and control themes to various stakeholders, actively contributing to the overall risk management process.
Investigative Assistance: Provide support for investigations, utilizing skills and expertise to uncover critical information.
Presentation Skills: Demonstrate high-level soft skills and presentation abilities, conveying complex audit information clearly and concisely.
Career Advancement: This role presents excellent career growth opportunities, allowing for approximately 24 months in the Internal Audit Group before transitioning to other exciting roles within the company.
Travel: Expect approximately 50% of travel to both domestic and international locations.
Required Qualifications:
Bachelor's degree and a minimum of three years of work experience acquired with a public accounting firm or equivalent internal audit experience with a global company.
Previous experience in planning and executing financial audits, showcasing a strong understanding of auditing principles and methodologies.
Excellent interpersonal and communication skills.
Willingness to travel extensively (approximately 50%) to domestic and international locations.
Three to six years of public accounting experience, including at least one "busy season" as a Senior Auditor.