Senior associate jobs in White Plains, NY - 130 jobs

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

Senior Associate - Commonfund Institute

**RWE Clean Energy, LLC** **To start as soon as possible, full time, permanent** **Functional area:** Health, Safety & Environment **Remuneration:** Exempt The **Senior HSSE Environmental Associate** will report to the Senior Director, HSSE Environmental, and ensure that RWE Clean Energy (RWECE) maintains compliance with applicable environmental laws, regulations, and requirements. The Senior HSSE Environmental Associate will support the development of the Company's environmental initiatives across the full lifecycle of RWECE from development through decommissioning. **Role Responsibilities:** + Support the development and implementation of RWECE's Environmental Management System (EMS) in accordance with industry standards (e.g., ISO 14001) and best practices + Create program documents, train employees and managers, and respond to questions regarding implementation of developed programs + Provide technical expertise in any of several areas of environmental practice as needed, including Environmental Impact Statements (EIS), Environmental Assessments (EA) (i.e., NEPA, state-level environmental review regulations, etc.), as well as native plants and habitats, including biological assessments and evaluations + Provide technical expertise in threatened and/or endangered species issues and take permits (i.e., BGEPA, ESA, MBTA, etc.); water and stormwater management for construction and operations (i.e., CWA, SWPPPs, etc.); chemical management, including spill prevention and control (i.e., EPCRA, SPCC, etc.); and waste management (i.e., RCRA) + Respond to queries from both internal and external stakeholders + Provide support to the East region, including the following states: NY, PA, WV, VA, NC, TN, SC, NC, GA, TN, AL, MS, FL, and New England states + Interface with various departments and organizations throughout RWECE, including Development, Construction, and Operations, regarding environmental matters to specific team members on projects or as an adjunct team member providing oversight and guidance. + Attend meetings and provide written and oral responses to environmental matters on behalf of the department and in accordance with applicable regulatory framework and company policy + Participate in and facilitate and/or manage required meetings with state and federal resource agencies, both in-person and virtually, and execute tasks pertaining to compliance with regulatory matters + Participate in and report on industry focus groups involving environmental/wildlife issues + Attend both in-person and virtual meetings as well as multi-day events as required, and provide feedback to the organization on behalf of RWECE + Serve as a conduit for feeding information back to RWECE **Job Requirements and Experiences:** + Bachelor of Science degree in Environmental Science, Ecology, Biology, Civil/Environmental Engineering, or related degree + Minimum 5 years' experience developing and implementing environmental programs, including environmental permitting, within the Energy industry, with a preferred focus in renewable energy + Experience in Construction and/or Operations, including field-based work + Experience engaging with environmental compliance matters associated with wildlife issues as directed by USFWS and state wildlife agencies + Experience engaging with environmental compliance matters associated with the following regulatory programs: EPCRA, SPCC, RCRA, CAA, etc. + Experience engaging with environmental compliance matters in the following states: NY, PA, WV, VA, NC, TN, SC, NC, GA, TN, AL, MS, FL, and New England states + Experience building relationships and partnerships with internal and external customers/stakeholders + Strong interpersonal skills, with the ability to manage customer relationships + Demonstrated desire to learn about the Company and the renewables space + Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams + Strong leadership and communication, and the ability to meet deadlines + Strong organization skills and ability to coordinate multiple tasks and deliverables + Ability to multitask, while working independently and as part of a team + Motivated self-starter, goal-oriented, and strong problem-solving abilities + Proven ability to empathize, build relationships, and effectively communicate with people from a diverse set of backgrounds + Responds well to direction, is easy to challenge and develop, and is coachable + Is detail-oriented, has strong business acumen, and a sound understanding of business concepts **Work Environment:** This position is an office-based role with some travel and visits to other RWECE offices and field locations. The employee must be able to sit, walk, or stand for long durations of time. **Pay range:** The annual base salary range for this position in Chicago, and New York is $100,000-$120,000. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer. **Benefits offered:** Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. Eligible employees also participate in short-term incentives, in addition to salary. **Apply with just a few clicks:** ad code **91282** Any questions? **Contact rwece_******************** We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. RWE Clean Energy is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG).

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

Meaningful Relationships. Ownership. Curiosity. Tenacity. Established in 2012, Faropoint is a pure play RE fund manager focusing on the last mile industrial sector. Having acquired more than 500 warehouses to date, it is the most active aggregator of warehouses in the US in the past five years. Our platform is built to harness the sector's fragmentation, operating through 7 regional offices with 120+ employees in vertically integrated teams enhanced by proprietary AI-driven tools, while benefiting from compelling fundamentals like constrained supply growth, reshoring, and e-commerce tailwinds. Senior Associate, Fund Finance The Fund Finance group is responsible for the fund performance analysis and all aspects of accounting and reporting related to the Faropoint Real Estate funds, with a focus on supporting operational and business planning in a dynamic, fast-paced environment. Responsibilities Review and prepare quarterly and annual financial statement packages including investor capital reporting Conduct variance analysis of financial results against budgets, forecasts, and actuals, identifying key drivers and effectively communicating insights to stakeholders Financial analysis and delivery of KPI's on an ongoing basis to all stakeholders (senior management, investors, lenders, regulators, etc.) Coordinate all aspects of Fund administration related to managing Funds with external administrators and advisors Manage the Fund Sources & Uses, spanning multiple Funds in both the investment period and value creation stages of a Fund's lifecycle Monitor the Fund LPA and loan limitations compliance and covenant monitoring and reporting Partner with various departments to lead monthly & quarterly close and process improvements Coordinate and oversee tax and regulatory filings, ensuring timely and accurate preparation and filing of all required tax returns for the Fund Implement and utilize technology and outsourced solutions to enhance efficiencies and controls Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations Required Qualifications 4+ years of experience in public accounting or private equity fund finance/accounting required, demonstrating a solid foundation in financial analysis and accounting principles - real estate/private equity experience is preferred Demonstrated background in FP&A, corporate finance and/or real estate private equity-related roles is a plus Enthusiasm for problem-solving and the ability to think critically and independently, even in situations with limited direction and ambiguity Self-starter, who independently drives projects to completion by self-sourcing information and leveraging all available resources Proactively driven and self-motivated, showcasing a track record of taking initiative, leading process improvements, and adeptly solving complex problems Distinguished intellectual curiosity with strong desire to continuously learn, improve, and automate existing processes and tackle problems Proven ability to prioritize and lead multiple assignments in a fast-paced environment with efficiency and accuracy Knowledge of financial KPIs, including an understanding of financial statements and private equity fund structures Exceptionally high level of Excel skills High level of data visualization via PowerPoint is required Compensation This position offers a base salary in the $90,000-$125,000 range, plus discretionary bonus, competitive healthcare benefits, unlimited PTO, and a 401k match. Equal Opportunity Employer Faropoint is proud to be an Equal Opportunity Employer. We value diversity, and we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, parental status, disability status, or any other status protected by local law. We believe that our work is better and our company culture is improved when we encourage, support, and respect the different skills and experiences represented within our workforce.

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

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

Our distinguished accounting firm is looking for an Employee Benefit Plans (EBP) Audit Manager to join our team in Englewood Cliffs, NJ. This pivotal role calls for a seasoned professional with a deep understanding of EBP audits. If you are looking to leverage your expertise in a dynamic, supportive environment that fosters professional growth and client satisfaction, we invite you to apply. Key Responsibilities: Lead and manage audits for a variety of employee benefit plans including 401(k), 403(b), pension, and health and welfare plans. Ensure compliance with all applicable IRS and DOL regulations. Maintain and enhance client relationships through high -quality service and communication. Mentor and develop staff on audit process and practice management. Collaborate with partners and senior management to drive practice development and innovation. RequirementsRequired Qualifications: Bachelor's or Master's degree in Accounting, Finance, or a related field. 3+years of audit experience, with experience in employee benefit plans preferred. CPA certification is preferred but not required. Proficiency in English; bilingual in Korean is a plus. Eligible to work in the United States. Willingness to travel as needed (up to 30%). BenefitsWhy Join Us? Competitive salary range Performance -based bonus incentive program. Extensive benefits package including 401(k) with firm matching, comprehensive health plans, and more. Generous PTO policy and opportunities for ongoing education and training. Flexible working arrangements to support your work -life balance. Additional perks such as technology allowances and potential for sponsorship for top performers.

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

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

Why work at Modera Wealth? Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses. Job Overview: We are looking for a Senior Planning Associate in Westwood, NJ that is responsible for supporting our advisors through all phases of the client relationship. This role is hybrid, with 3 days required in office. Responsibilities: Conduct in-depth client interviews to gather personal financial data and to formulate planning goals Develop comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow, and education funding Assist clients with the implementation of their financial plans Participate in client meetings to support the primary relationship manager Review and interpret investment allocation trading reports Collaborate with the client service team to facilitate and monitor client service activities Research financial planning strategies and potential tax law changes Assist with projects and support wealth management team, including onboarding of new wealth management staff What are we looking for? We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values: Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others Trusted Relationships - supportive and authentic with mutual respect for colleagues Qualifications: Bachelor's Degree required 2+ years of financial planning experience, or other related financial services industry experience FINRA Series 65 Certification Minimum 3-5 years of financial planning experience Skills and Competencies: Proven analytical and problem-solving skills Detail-oriented with a focus on accuracy Highly proficient in financial planning software and computer software, including the Microsoft Office Suite Excellent written and verbal communication skills Actively engages as a team member Adaptability and flexibility Client first attitude Occasional travel may be required Benefits: Competitive based salary Performance based bonus Safe Harbor 401(k) plan Medical, Dental, Vision, and more Generous PTO and leave policies Opportunities for professional growth and continuing education Partial remote work Salary range for this role is $80,000-110,000. Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role. Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process. No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit ********************* Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (************************* A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

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

📍Greenwich, CT | Onsite At DBi, we apply deep market expertise, data-driven insights, and disciplined execution to deliver systematic strategies for publicly available vehicles. Our team values precision, accountability, and innovation - and we're looking for people who thrive where markets, data, and technology intersect. We're seeking a Senior Associate - Operations & Execution to help scale our operations and strengthen the infrastructure that supports our investment strategies. This is an opportunity to contribute directly to the performance and growth of a dynamic, collaborative asset management platform. What You'll Do Support weekly portfolio rebalancing and trade booking across listed futures and short-term cash management products. Lead post-trade reconciliations, PNL verification, and settlement resolution, ensuring transparency and timely follow-up. Monitor portfolio compliance with regulatory requirements and investment guidelines, coordinating closely with internal teams. Extract and analyze performance data to support portfolio attribution, investor reporting, and marketing materials. Work with third-party vendors on data reporting, data verification and automation improvements. Drive process improvements across trading, regulatory, and operational systems. Collaborate on new product launches and operational initiatives. Ensure timely delivery of all periodic reporting requirements. What You Bring Three to five years experience in financial services. Minimum Bachelor's degree in Engineering, Computer Science, Finance, or related field. Strong understanding of financial markets, mathematics, and trading operations. Familiarity with TRS, T-bills, supranationals, and other short-term cash management instruments. Experience with portfolio performance accounting. Technical proficiency in Excel/VBA; knowledge of Python and SQL Server is a plus. Exceptional attention to detail, analytical rigor, and follow-through. Collaborative, adaptable, and able to manage multiple priorities in a fast-paced environment. Who You Are You're curious, precise, and entrepreneurial - someone who takes ownership, solves problems before they escalate, and consistently drives improvement. You thrive in a culture that values excellence, teamwork, and execution.

About PKF O'Connor Davies PKF O'Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients. Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence. At PKF O'Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work-life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives. If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O'Connor Davies is the place for you! The PKF O'Connor Davies Business Solutions practice provides growing and family-owned businesses accounting, tax and advisory support. From taxation issues and mandatory accounting needs to business restructuring and succession planning, our expertise can make a substantial difference to growing businesses striving to expand their business to a new level and ensure continued success for the next generation. The Accounting & Tax Senior will lead engagements supported by Partners who will educate, train and promote a great working environment. Essential Duties Maintain write-up, bank reconciliations, payroll/sales tax and complex technical activities and conduct a self-review before submission. Prepare and review financial statements, consolidated statements and various other accounting statements. Oversee multiple client engagements and oversee staff to meet deliverable deadlines within budget, identify roadblocks and understand critical milestones to meet client service expectations. Maintain active communication with clients and manage expectations, ensure satisfaction and lead change efforts. Prepare and/or review various tax returns, financial statements, monthly/quarterly write-up services, engagement documentation and related reports. Review and verify the accuracy of journal entries and accounting classification assigned to various records. Conduct tax research, income tax projections and prepare complex entity and individual tax returns/identify multi state tax issues. Oversee and supervise work of staff and interns and assist/train staff/interns as well as assist manager in the scheduling of staff. Identify and communicate to management suggestions to improve client internal controls and accounting procedures. Actively participate in learning and development opportunities, formal learning (CPE) and training programs. Attend professional development, networking events and training seminars on a regular basis. Qualifications BA/BS degree in Accounting from an accredited college/university is required; Master's in Accounting preferred. 3+ years of relevant accounting and tax experience in a CPA firm preferred. CPA certification preferred. Solid working knowledge of personal and business taxes. Experience working on various commercial engagements preferred. Excellent interpersonal and communication skills. Strong analytical and organizational skills. Proficiency in Microsoft Office products, CCH Axcess, ProsystemsFx and other accounting-related software packages. Working additional hours may be needed to meet client deliverables. Travel to various local client locations via personal vehicle may be required. Compensation & Benefits: The compensation for this position ranges from $80,000-$90,000. Actual compensation will be dependent upon the specific role, office location as well as the individual's qualifications, experience, skills, and certifications. At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: Medical, Dental, and Vision plans Basic Life, AD&D, and Voluntary Life Insurance 401(k) plan and Profit-Sharing program Flexible Spending & Health Saving accounts Employee Assistance, Wellness, and Work-life programs Commuter & Parking benefits programs Inclusive Parental Leave Benefits Generous Paid Time Off (PTO) Paid Firm Holidays Community & Volunteering programs Recognition & Rewards programs Training & Certification programs Discretionary Performance Bonus *Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas. PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law. To all staffing agencies: PKF O'Connor Davies, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD. #LI-NK1 #LI-Hybrid

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

JobID: 210624977 JobSchedule: Full time JobShift: Base Pay/Salary: New Hyde Park,NY $95,000.00-$164,000.00 Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Risk Management - Risk Modeling - Senior Associate in the Consumer & Business Banking (CBB) Risk Management group, you will be responsible for helping the larger Auto Loss Forecasting team by driving process and Governance excellence in designing high quality automated solutions to help analyze different risk metrics for each forecasting cycle and make certain bank wide governance is followed. The role is an exciting opportunity to work on high impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem solving; be self-motivated, confident and ready to work in a fast-paced, energetic environment. Job Responsibilities * Lead production of the credit reserve loss forecast for Chase's Auto Finance portfolio * Analyze underlying reasons and quantification of emerging risk inclusive of macro-economic trends and industry risk * Work with Finance, Collections, and Risk strategy to understand changes in the portfolio or strategies and apply overlays as needed * Work with Risk modeling team to make sure model is working as desired and provide inputs for the improvement on a regular basis * Create presentations for the senior management and present the forecast with a clear storyline and data support * Enhance consistency and efficiency across existing processes and reporting to meet changing needs of the business * Demonstrate self-motivation with the ability to work on multiple projects with limited guidance * Mentor and coach junior analysts to help them develop their risk management skills and loss forecasting knowledge * Partner closely with other strategy areas of Risk, Modeling, Marketing, Finance, Legal & Compliance to coordinate integration of risk appetite framework into credit reserve strategies * Support launch of new products and channels by evaluating potential credit reserve scenarios given loss projections * Support ongoing internal and external audits by maintaining strong controls and documentation Required qualifications, capabilities, and skills * 5+ years of relevant loss forecasting, statistical modeling, credit risk management or related analytical experience * Bachelor's degree in a quantitative discipline (e.g. Finance, Mathematics, Statistics, Economics), or related field * Strong analytical and problem-solving skills * Strong communication skills to present to and collaborate with business partners and model end-users and interpersonal skills a must including the ability to explain and/or present analysis * Ability to think outside the box to tackle emerging risk and help influence and shape decisions for senior executives * Data mining skills, specifically: SAS, SQL, Python, Excel, Microsoft Office, and database software applications * Flexible and able to handle multiple tasks and a changing environment * Independent decision-making skills * Demonstrated experience in applying analytics to solve business problems efficiently and pragmatically through structured problem-solving approaches Preferred qualifications, capabilities, and skills * Prior financial services experience in credit card, home lending or auto preferred * Advanced degree considered * Knowledge of consumer credit risk management; Auto business preferred

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention. Essential Duties and Responsibilities Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs. Set up and maintain accurate account details, contacts, and policy information in EPIC Attach, organize, and name documents in EPIC Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change requests, etc. Endorse policy in EPIC Create activities in EPIC and assign applicable team-member. Other Responsibilities, as applicable: Order loss runs from carriers Generate and send proofs to holder, if requested (from EPIC or CSR24) Check policy per policy check workflow and complete checklist Check endorsement against request Document maintenance/retrieval Qualifications Work Experience 0-2 years' experience in Commercial Property and Casualty Licensed or obtaining state Property & Casualty insurance license within a specified time frame Knowledge of Excel, Word, and other MS Office products to include basic formatting Able to learn coverage fundamentals. Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance. Strong written, oral, and interpersonal communication skills. Able to follow a well-established and familiar set of activities and/or process to derive a solution. Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery. Works to achieve stated objectives and delivers results at the close direction of a senior team member. HS Diploma or equivalent Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $60,000 to $65,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MA1

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM is looking for a Manager to join our Industrial Products assurance team. You will have the opportunity to work as a team member on diverse client engagements as part of our national and local Industrial Products practice. Our clients include local, national and internationally recognized manufacturers, wholesalers and distributors with diverse organizational structures operating in a variety of sectors. RSM is the leader in the industrial products space, helping middle market companies through their business challenges. Responsibilities: * Provide timely, high quality client service that meets or exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables * Assess risk along with design and communicate audit procedures to engagement teams * Understand and utilize RSM's Audit Methodology * Manage multiple engagement teams and prepare end-of-engagement evaluations for staff * Understand skillsets and capabilities of Senior Associates and Supervisors and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process * Supervise Audit Seniors and Supervisors on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment * Maintain contact with clients throughout the year to understand impact of significant developments in client's business and assess impact on current year audit engagements * Develop others within the Firm through facilitating levels based or industry training, advising on career development or participating in other Firm initiatives * Subscribe to and actively read industry publications and share relevant information with clients as considered applicable * Anticipate and address client concerns and escalate issues as they arise * Understand RSM's lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm * Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth * Manage profitability of projects * Identify and communicate accounting and auditing matters to Senior Managers and Partners * Identify performance improvement opportunities * Ensure professional development through ongoing education * Keep abreast of latest developments as they affect GAAP and the Firm's standards and policies * Willingness to travel 25% of the year, depending on your clients Required Qualifications: * BS/BA Degree in Accounting or equivalent degree * CPA or CA Certification * 5+ years of current or recent experience in a public accounting environment * Experience leading teams and mentoring associates * Understanding of audit services with knowledge of GAAP, GAAS and FASB or IFRS regulations * A proven record of building profitable, sustainable client relationships * Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements Preferred Qualifications: * A successful record of directing and deploying staff and senior associates on multiple, simultaneous engagement * Fluent in French(Francais), German(Deutsch), Japanese(日本語) or Mandarin(普通话) to include but not limited to speaking, writing and reading with a deep understanding of the culture and business practices within country of fluency * Proven track record of managing relationships with large non US companies with significant operations in North America At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $89,800 - $170,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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