Oracle Cloud SCM - Global Trade Management Consultant
Strategy consultant job in Dallas, TX
Our client requires an experienced consultant to implement and optimize Oracle Cloud Global Trade Management (GTM) within its supply chain ecosystem. The engagement will focus on trade compliance automation, integration with Oracle Cloud ERP, and user enablement for Dallas-based operations.
Scope of Work
Discovery & Design: Assess current trade processes; design GTM solution aligned with Oracle Cloud SCM best practices.
Configuration & Integration: Configure GTM modules (Compliance, Screening, License Management); integrate with Oracle Cloud ERP and logistics partners.
Data Migration: Cleanse and migrate trade-related master data.
Testing & Go-Live: Execute SIT/UAT; support cutover and hyper care.
Training: Deliver role-based training and SOPs for compliance and logistics teams.
Deliverables
Solution Design Document
Configured Oracle Cloud GTM environment
Integration specifications and test scripts
Training materials and knowledge transfer pack
Go-live and stabilization support
Candidate Qualifications
7+ years in Oracle SCM; 3+ years in Oracle Cloud GTM implementation.
Trade compliance, restricted party screening, license management, trade agreements, and customs documentation.
Oracle Cloud SCM configuration, integration (REST APIs, B2B), data migration strategies.
Oracle Cloud SCM or GTM certification preferred.
Strong stakeholder engagement, training delivery, and problem-solving abilities.
Interested?
If you meet the above criteria apply now! Please send your resume to ******************************* for immediate consideration.
Senior Data Governance Consultant (Informatica)
Strategy consultant job in Plano, TX
Senior Data Governance Consultant (Informatica)
About Paradigm - Intelligence Amplified
Paradigm is a strategic consulting firm that turns vision into tangible results. For over 30 years, we've helped Fortune 500 and high-growth organizations accelerate business outcomes across data, cloud, and AI. From strategy through execution, we empower clients to make smarter decisions, move faster, and maximize return on their technology investments. What sets us apart isn't just what we do, it's how we do it. Driven by a clear mission and values rooted in integrity, excellence, and collaboration, we deliver work that creates lasting impact. At Paradigm, your ideas are heard, your growth is prioritized, your contributions make a difference.
Summary:
We are seeking a Senior Data Governance Consultant to lead and enhance data governance capabilities across a financial services organization
The Senior Data Governance Consultant will collaborate closely with business, risk, compliance, technology, and data management teams to define data standards, strengthen data controls, and drive a culture of data accountability and stewardship
The ideal candidate will have deep experience in developing and implementing data governance frameworks, data policies, and control mechanisms that ensure compliance, consistency, and trust in enterprise data assets
Hands-on experience with Informatica, including Master Data Management (MDM) or Informatica Data Management Cloud (IDMC), is preferred
This position is Remote, with occasional travel to Plano, TX
Responsibilities:
Data Governance Frameworks:
Design, implement, and enhance data governance frameworks aligned with regulatory expectations (e.g., BCBS 239, GDPR, CCPA, DORA) and internal control standards
Policy & Standards Development:
Develop, maintain, and operationalize data policies, standards, and procedures that govern data quality, metadata management, data lineage, and data ownership
Control Design & Implementation:
Define and embed data control frameworks across data lifecycle processes to ensure data integrity, accuracy, completeness, and timeliness
Risk & Compliance Alignment:
Work with risk and compliance teams to identify data-related risks and ensure appropriate mitigation and monitoring controls are in place
Stakeholder Engagement:
Partner with data owners, stewards, and business leaders to promote governance practices and drive adoption of governance tools and processes
Data Quality Management:
Define and monitor data quality metrics and KPIs, establishing escalation and remediation procedures for data quality issues
Metadata & Lineage:
Support metadata and data lineage initiatives to increase transparency and enable traceability across systems and processes
Reporting & Governance Committees:
Prepare materials and reporting for data governance forums, risk committees, and senior management updates
Change Management & Training:
Develop communication and training materials to embed governance culture and ensure consistent understanding across the organization
Required Qualifications:
7+ years of experience in data governance, data management, or data risk roles within financial services (banking, insurance, or asset management preferred)
Strong knowledge of data policy development, data standards, and control frameworks
Proven experience aligning data governance initiatives with regulatory and compliance requirements
Familiarity with Informatica data governance and metadata tools
Excellent communication skills with the ability to influence senior stakeholders and translate technical concepts into business language
Deep understanding of data management principles (DAMA-DMBOK, DCAM, or equivalent frameworks)
Bachelor's or Master's Degree in Information Management, Data Science, Computer Science, Business, or related field
Preferred Qualifications:
Hands-on experience with Informatica, including Master Data Management (MDM) or Informatica Data Management Cloud (IDMC), is preferred
Experience with data risk management or data control testing
Knowledge of financial regulatory frameworks (e.g., Basel, MiFID II, Solvency II, BCBS 239)
Certifications, such as Informatica, CDMP, or DCAM
Background in consulting or large-scale data transformation programs
Key Competencies:
Strategic and analytical thinking
Strong governance and control mindset
Excellent stakeholder and relationship management
Ability to drive organizational change and embed governance culture
Attention to detail with a pragmatic approach
Why Join Paradigm
At Paradigm, integrity drives innovation. You'll collaborate with curious, dedicated teammates, solving complex problems and unlocking immense data value for leading organizations. If you seek a place where your voice is heard, growth is supported, and your work creates lasting business value, you belong at Paradigm.
Learn more at ********************
Policy Disclosure:
Paradigm maintains a strict drug-free workplace policy. All offers of employment are contingent upon successfully passing a standard 5-panel drug screen. Please note that a positive test result for any prohibited substance, including marijuana, will result in disqualification from employment, regardless of state laws permitting its use. This policy applies consistently across all positions and locations.
Senior Disaster Recovery Consultant
Strategy consultant job in Dallas, TX
Experience with writing DR plans
Required Experience & Skills
DR Governance: Practical experience in a large, regulated company (e.g., airline, railroad, banking).
Ransomware "Air Vault": Experience building, documenting, and managing a ransomware recovery environment.
Communication: Polished, executive-level communication skills (VP+), including creating PowerPoints and documentation.
Preferred (Not Required):
Tableau and Alteryx.
Not Considered:
Certifications without practical experience.
General Purpose of Position:
Technology Recovery Services provides subject matter expertise and direction on complex IT disaster recovery projects/initiatives and supports IT disaster recovery technical planning, coordination and service maturity working across IT, business resilience, risk management, regulatory and compliance.
Summary of Essential Functions:
Govern disaster recovery plans and procedures for critical business applications and infrastructure.
Create, update, and publish disaster recovery related policies, procedures, and guidelines.
Ensure annual updates and validations of DR policies and procedures to maintain readiness and resilience.
Maintain upto-date knowledge of disaster recovery and business continuity best practices.
Perform regular disaster recovery testing, including simulation exercises, incident response simulations, tabletop exercises, and actual failover drills to validate procedures and identify improvements.
Train staff and educate employees on disaster recovery processes, their roles during incidents, and adherence to disaster recovery policies.
Coordinates Technology Response to Natural Disasters and Aircraft Accidents
Qualifications:
Strong knowledge of Air vault and ransomware recovery technologies
Proven ability to build, cultivate, and promote strong relationships with internal customers at all levels of the organization, as well as with Technology counterparts, business partners, and external groups
Proficiency in handling operational issues effectively and understanding escalation, communication, and crisis management
Demonstrated call control and situation management skills under fast paced, highly dynamic situations
Knowledge of basic IT and Airline Ecosystems
Understand SLA's, engagement process and urgency needed to engage teams during critical situations
Ability to understand and explain interconnected application functionality in a complex environment and share knowledge with peers
Skilled in a Customer centric attitude and the ability to focus on providing best-in-class service for customers and stakeholders
Ability to execute with a high level of operational urgency with an ability to maintain calm, and work closely with a team and stakeholders during a critical situation while using project management skills
Ability to present to C Level executives with outstanding communication skills
Ability to lead a large group up to 200 people including support, development, leaders and executives on a single call
Ability to effectively triage - be able to detect and determine symptom vs cause and capture key data from various sources, systems and people
Knowledge of business strategies and priorities
Excellent communication and stakeholder engagement skills.
Required:
3 plus years of similar
or related experience in such fields as Disaster Recovery, Business Continuity and Enterprise Operational Resilience.
Working knowledge of Disaster Recovery professional practices, including Business Impact Analysis, disaster recovery plan (DRP), redundancy and failover mechanisms DR related regulatory requirement, and Business Continuity Plan exercises and audits.
Ability to motivate, influence, and train others.
Strong analytical skills and problem-solving skills using data analysis tools including Alteryx and Tableau.
Ability to communicate technical and operational issues clearly to both technical and nontechnical audiences.
Business Central Consultant
Strategy consultant job in Fort Worth, TX
Dynamics 365 Business Central Subject Matter Expert
A rapidly growing specialty manufacturing organization is seeking an experienced Business Central SME to support a multi-entity rollout, rebuild the ERP foundation from the ground up, and guide end users through a full transformation of their systems.
About the Environment
The organization has several companies already operating in Business Central, each with different levels of customization and maturity. Some entities are beginning fresh in a clean BC tenant, while others are migrating from QuickBooks, NetSuite, and heavily customized systems with little to no documentation. Consolidation, standardization, and training are major priorities.
What You'll Do
Lead and support end-to-end Business Central implementation work across multiple acquired entities
Rebuild environments, configure modules, and standardize processes across organizations
Manage MRP, warehouse setup, planning workflows, and core operational modules
Troubleshoot legacy customizations and guide teams in adopting best practices in a cloud-first environment
Resolve tenant, email, and host communication issues
Support ongoing data migration efforts from various legacy systems
Partner with operational leadership to train internal teams and build future SMEs
Provide hands-on guidance with reporting, Power BI, and integration requirements
Work closely with groups connecting Salesforce into BC
Help establish structure, documentation, admin roles, and scalable governance across all orgs
What We're Looking For
Strong experience with D365 Business Central implementations (FLC experience required)
Ability to work on-site
Deep experience with:
MRP and warehouse configuration
Multi-company BC architecture
Data migration
AL development
Admin/security setup
Comfortable training end users, developing internal SMEs, and documenting workflows
Experience in environments with little structure or documentation
Integration knowledge
Power BI reporting
Placement Consultant
Strategy consultant job in Dallas, TX
ESSENTIAL DUTIES & RESPONSIBILITIES:
Collaborate with the Service Team to ensure the following processes are completed
Oversee and Manage the Process:
Ensure you have a clear understanding of the new business and renewal accounts assigned to you.
Keep track of all accounts and their respective timelines to ensure timely processing.
Primary Contact with Service Team:
Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination.
Review Submissions to the Insurance Market:
Thoroughly review submissions to ensure accuracy and completeness.
Familiarize yourself with account details to negotiate effectively.
Facilitate Insurance Placement Strategy Calls:
Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account
Submit submissions to market
Prepare and submit all necessary documentation to the insurance market.
Follow up with markets in a timely manner to ensure progress
Negotiate Coverage, Terms, and Pricing:
Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients.
Explore creative solutions to meet client needs effectively
Review Exposures, Forms, Terms, and Conditions:
Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs.
Provide Quote Comparisons and Proposals:
Prepare and present quote comparisons to the Service Team and/or Advisor to support decision-making.
Generate a professional final proposal with the best recommendation(s) for the client
Create schematics for shared/layered programs
Bind Orders:
Finalize and complete bind orders once terms are agreed upon.
Review binder and invoices for accuracy.
Management Systems
Understand Agency Management System and document the placement process
Ongoing Communication:
Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly.
Teamwork
Act as a collaborative member of the Agency to ensure superior service to all MMA clients. Responsibilities include, but are not limited to:
Attend Insurance Placement Team meetings as appropriate
Collaborate with producers/account managers and other placement colleagues on market strategy for accounts
Communicate the status of the Insurance Placement process and daily correspondence between the company, account executive, client, and producer
Build and maintain strong working relationships within the insurance market
Participate in carrier meetings to stay informed about current market conditions and appetites
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to development and education of colleagues
Support other offices/regions as needed
Technical Expertise
Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to:
Analyze insurance quotes and recommend terms and conditions
Communicate and negotiate with insurance markets through strategy
Ability to pivot when faced with challenges
Maintain and develop knowledge of policy forms and endorsements
Design insurance program for client based on defined needs
Identify and address any coverage gaps with account service teams and insurance markets
Become a subject matter expert and resource in areas of interest or technical capability
REQUIREMENTS:
Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license
Minimum of 4-6 years of experience in middle market Business Insurance
Demonstrate ability to multi-task, prioritize work effectively with little to no direction.
Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies.
Demonstrate proactive work style
Ability to learn, analyze and comprehend various lines of insurance and communications
Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************
Accessibility Consultant
Strategy consultant job in Addison, TX
Accessibility Tester
Duration: 12 Months contract extending
Required Skills & Qualifications
Strong knowledge of QA methodologies, tools, and processes.
Proven experience with WCAG accessibility guidelines and testing tools.
Ability to create and execute test plans and scripts.
Familiarity with project lifecycle phases (DEV, SIT, UAT).
Excellent analytical skills and attention to detail.
Clear and effective communication skills (written and verbal).
Ability to adapt quickly and learn new technologies.
Experience in both Waterfall and Agile methodologies.
Key Responsibilities
Develop detailed, comprehensive test plans and test cases/scripts based on user stories.
Execute manual test cases and document results accurately.
Manage the full testing lifecycle including DEV, SIT, and UAT phases.
Identify, log, and manage defects through to closure.
Perform accessibility testing to ensure compliance with WCAG guidelines.
Collaborate with development and business teams to ensure quality standards are met.
Adapt to changing requirements and project priorities in both Waterfall and Agile environments.
Overview
We are seeking a detail-oriented Accessibility Tester with strong expertise in software quality assurance methodologies and accessibility testing. The ideal candidate will have hands-on experience with WCAG guidelines, manual testing, and the ability to ensure compliance across web and application platforms. This candidate needs to be local to Addison, TX and willing to go onsite 3 days a week.
Compensation:
$51.69/hr on W2
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
Hogan Consultant
Strategy consultant job in Irving, TX
Immediate need for a talented Hogan Consultant. This is a 06+ months contract opportunity with long-term potential and is located in Irving, TX / Columbus, OH and Hopkins, MN (Onsite). Please review the job description below and contact me ASAP if you are interested.
Job ID: 25-89507
Pay Range: $70 - $72/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
Coding, unit testing.
IT/UAT testing other programmer's code.
Code migration.
Design and Implementation.
Key Requirements and Technology Experience:
Key skills; "Hogan" , "Mainframe" , "CICS" , “CAMS”
Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. 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.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
Entry Level Artificial Intelligence Consultant
Strategy consultant job in Frisco, TX
This is an exciting opportunity for those who are passionate about Gen-AI, Agentic AI, machine learning, robotics, and business solutions. If you are eager to showcase your skills in solving real-world challenges, this is the perfect chance for you!
What You'll Do:
You will collaborate with our sales teams to drive go-to-market (GTM) strategies for AI solutions. This is a fantastic opportunity to gain hands-on experience and make a significant impact in the AI field.
Who We're Looking For:
We are seeking entry-level undergraduates and graduates with a keen interest in the following areas:
- Artificial Intelligence / Machine Learning
- Agentic AI
- Data Analytics
- Business Strategy & Technology Consulting
You must be available for a full-time role immediately .
Mandatory Skills:
- Strong communication and presentation skills.
- Ability to work in a team and think creatively.
Additional Skills:
- Exposure to using AI-based applications and knowledge of AI toolkits will be highly beneficial.
Why Join?
- Gain real-world exposure to presales processes and AI applications.
- Network with industry professionals and hiring managers.
- Opportunity for career advancement in AI roles.
IBM Guardium Consultant (Only USC and GC)
Strategy consultant job in Fort Worth, TX
Hi
Hope you are doing well.
Job Title: IBM Guardium Consultant
Experience: 8+ Years
Implementation: Infosys
Must Have Skills: IBM Guardium
Detailed Job Description:
IBM Guardium Consultant (Technical) - 5 Years of exp
Key responsibilities:
Implementation and maintenance
• Plan, install, configure, and maintain the IBM Guardium infrastructure, including Collectors, Aggregators, and Central Managers.
• Deploy and manage monitoring agents (S-TAPs) on various database platforms, such as Oracle, SQL Server, and DB2, across on-premise, cloud, and hybrid environments.
Policy and compliance management
• Develop, implement, and maintain security policies for database activity monitoring, real-time alerting, and blocking.
• Configure and manage access controls, user roles, and permissions within the Guardium environment.
• Automate compliance auditing and reporting workflows to meet regulatory standards such as GDPR, PCI-DSS, and HIPAA.
• Utilize Guardium's Vulnerability Assessment (VA) features to identify and remediate database weaknesses.
Threat detection and response
• Monitor database activities and security alerts in real-time, investigating anomalies and potential threats.
• Respond to security incidents and breaches related to database activities, performing root cause analysis and documenting findings.
• Integrate Guardium with other security tools, such as Security Information and Event Management (SIEM) systems, for enhanced threat detection and correlation.
• Use advanced analytics features like outlier detection to identify suspicious user behavior.
Reporting and documentation
• Create and maintain comprehensive documentation for Guardium configurations, policies, and procedures.
• Generate detailed, custom reports on activity trends, access patterns, and compliance metrics for stakeholders and auditors.
• Manage data archival, backup, and restore processes within the Guardium environment.
Collaboration and support
• Work with database administrators (DBAs), security teams, and IT staff to enforce security policies and address vulnerabilities.
• Provide support and training to internal teams on data security policies and Guardium capabilities.
• Liaise with internal and external audit teams, providing required reports and information.
Thanks
Tom
***************
***************************************************
Downstream Refining OT Consultant
Strategy consultant job in Dallas, TX
Infosys is seeking a Downstream Refining OT Consultant - This position will primarily be responsible for interfacing with key stakeholders; applying technical and analytical proficiency across different stages of the Software Development Life Cycle including Requirements Elicitation, Business Process Modeling, and Documentation; playing an important role in creating high-level functional artifacts and business process flows; delivering high-quality documentation for a module, leading validation for all types of testing, and supporting activities related to implementation and transition. You will be part of a learning culture where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued.
Required Qualifications:
Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
At least 4 years of Information Technology experience.
Candidate must be located within commuting distance of Dallas, TX or be willing to relocate to the area. This position may require travel to project locations.
Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.
Experience in Operations Technology within downstream refining environments.
Experience in leadership overseeing OT support and service delivery.
Strong expertise in PI Suite, G3 TAS, and other refining-related applications.
Familiarity with ITIL processes, cybersecurity frameworks, and refinery safety protocols.
Preferred Qualifications:
Experience supporting large-scale OT environments with diverse application portfolios.
Knowledge of SCADA/DCS systems, data historians, and LIMS.
Ability to lead cross-functional teams and drive operational excellence.
Willingness to travel to refinery sites as needed.
Provide technical leadership during major incidents and root cause analysis.
Support change management and ensure minimal disruption to refinery operations.
Proven experience in stakeholder management, especially in onshore-offshore delivery models
Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits :-
Medical/Dental/Vision/Life Insurance
Long-term/Short-term Disability
Health and Dependent Care Reimbursement Accounts
Insurance (Accident, Critical Illness , Hospital Indemnity, Legal)
401(k) plan and contributions dependent on salary level
Paid holidays plus Paid Time Off
The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. Travel may be required as per the job requirements.
Mainframe Consultant
Strategy consultant job in Addison, TX
Sr. Mainframe Consultant - In Person Interview
Day 1 Onsite
Long Term Contract
8+ Years of experience required.
3 Client locations: Onsite & In Person at any 1 location given below
Addison, TX
Dublin, OH
New Castle, DE
Must Have:
COBOL, JCL, IMS DB, VSAM, CICS, DB2, SQL
Job Summary:
• Develops and implements solutions that address complex business challenges, enhancing the ability to make data-driven decisions and improving operational efficiency
• Prepares architecture and design documents for complex Banking applications keeping in mind design constraints that translate to coding
• Develops secure and high-quality code that runs in sync with other highly efficient sub systems
• Think out-of-the-box proactively and be creative by challenging conventional approaches and contribute towards operational efficiency
• Troubleshoots problems, works with Product Teams and other stake holders to understand complex Requirements and be able to break them down to design/development.
Required Skills:
• Candidate should have expertise in COBOL, JCL, VSAM, IMS, CICS & DB2.
• Expertise in CICS Programming including knowledge of CICS Screen Programming is Mandatory
• Experience/Knowledge in building and maintaining new Test regions is preferred.
• Experience coding in MQ Series & IMS DB is Mandatory.
• Experience in Banking Compliance and Regulatory Platform is preferred.
Solutions Management Consultant - Life Company Direct Distribution Team
Strategy consultant job in Plano, TX
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
USAA is seeking two talented Solutions Management Consultants to join the Life Company Direct Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position.
What you'll do:
Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics.
Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge.
Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed.
Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists.
Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals.
Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management
Collaborates with specialists to evaluate and/or present solutions and related advice.
Follows defined training routines, effectively reports activity, and manages follow up and sustainment.
Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree)
6 years of experience with wholesaling, sales training, and coaching, or related financial services experience.
Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts.
Advanced knowledge of life insurance products to include term, permanent, and health solutions.
Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications.
Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization.
Knowledgeable in the applications of Agile processes and procedures.
Knowledgeable in the application of risk management framework and regulatory requirements for Life Co.
What sets you apart:
US military experience through military service or a military spouse/domestic partner
Current / Active FINRA Series 7
Current / Active Life/Health license
CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations
10 or more years of experience with wholesaling, sales training, and coaching on financial service products.
Previous leadership experience with strong feedback delivery skills
Proven track record of coaching others and driving successful behaviors.
Working experience with Life, Health and Annuity products and ability to articulate complex concepts.
Experience building relationships and working in a matrixed environment.
Strong facilitation skills and experience building presentations.
Experience utilizing financial planning tools (i.e. Life or Retirement income calculations).
Compensation range: The salary range for this position is: $103,450 - $197,730
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Business Consultant, Exit Strategy
Strategy consultant job in Dallas, TX
Exit Factor is Expanding Their Already Successful Team! You must be located in Texas to apply for this position. We are looking to fill positions in Dallas-Fort Worth and Austin metro areas. What is Exit Factor? Exit Factor is a business consulting firm. Our passion is helping small to medium size businesses increase their profit, efficiency, and value of their business to prepare for the sale of the company in the future. We do this through business valuations, 1:1 consulting, and online programs. We work with companies between $0 - $30 million in revenue across the United States in various industries.
We are a small team ourselves but owned by a large global organization. We have the feel of a small business with the resources of a multinational company. Exit Factor is a fully remote business with company conferences held annually.
What the Job Is:
Our Business Coaches and Consultants work with small to mid-sized business owners to help them increase their companies' profit, efficiency, and value. Our consultants engage with new leads, convert them to clients, and work with those clients in 1:1 sessions based on our proprietary method and system. We have a full training and certification program and provide house leads and an automation/nurture system designed to increase your efficiency.
A career with our firm allows you to assist small to medium-sized business owners in preparing their companies for sale by increasing the value of their businesses. In this position, you will have the chance to interact with numerous businesses across hundreds of industries, gaining knowledge and learning not accessible in most positions.
Day to Day responsibilities include:
* Meeting with potential Exit Factor members.
* Conducting 1:1 consulting sessions with clients following the Exit Factor system.
* Providing additional resources in our online curriculum to enhance sessions.
* Participating in initial training and certification and continuing education.
* Working closely with the Member Services team to ensure great customer service.
Why Join Now?
* We have recently expanded Exit Factor with referral relationships with more than 100 partners across the U.S.
* The small business sales market has never been better, with no limits in an untapped market.
* A career with ultimate flexibility: design your schedule and work remotely.
* The support and resources of a large-scale global company with a small business and family feel.
* Mentorship and resources from the top professionals in the country with a fully trained shared services team for support.
* Working with industry leaders with a true entrepreneurial spirit and growth mindset.
* Ability to expand and contract your work as necessary: scale from micro to full time hours.
Think you have what it takes? Our ideal candidate:
* Previous business consulting or coaching experience (2-3 years).
* Computer proficiency is required, including conducting Zoom presentation meetings.
* Some experience in a customer-facing role or a love for customer interaction.
* Exceptional verbal and written communication with particularly strong phone skills.
* Enthusiasm for entrepreneurship and business.
* Entrepreneurial mindset: a proactive, driven, strong desire to succeed, competitive, committed to accomplishing objectives, opportunistic.
* Time management and organizational skills.
* Knowledge of the following technology systems or ability to figure it out: Microsoft Office Suite, CRM, Zoom, Slack.
About Us
Exit Factor was born from the success of two industry-leading firms in the mergers/acquisitions space: Transworld Business Advisors and United Franchise Group. Our Founder, Jessica Fialkovich, has led growth in her Transworld offices for the last ten years overseeing more than 600 business sales and being recognized as one of the top leaders in the industry globally by publications like Inc and the Financial Times.
We live by our Core Values when interacting with our team, partners, and clients:
* Listen First
* Lead with Intent
* Own Your Growth
* Be Credible
* Simplify
Company Benefits & Growth Opportunity
* Proven and proprietary consulting system.
* Initial training and certification.
* Continuing education and training with a community of other consultants.
* Fully remote position.
* Design your own schedule.
* Ongoing training and support
* Technology and automation systems
* In-house support staff
* Growth potential within our organization (including sister companies and divisions)
We believe our culture creates a unique work environment where like-minded individuals can thrive, grow, and support each other. If this sounds like a match for you, we invite you to complete our application and questionnaire. We look forward to speaking with you!
This is a 1099 contract position. Payment is commission only + share of revenue managed; average hourly rate is $200.
Business Coach / Consultant, Exit Strategy (TX)
Strategy consultant job in Dallas, TX
Exit Factor is Expanding Their Already Successful Team!
You must be located in Texas to apply for this position. We are looking to fill positions in Dallas-Fort Worth and Austin metro areas.
What is Exit Factor?
Exit Factor is a business consulting firm. Our passion is helping small to medium size businesses increase their profit, efficiency, and value of their business to prepare for the sale of the company in the future. We do this through business valuations, 1:1 consulting, and online programs. We work with companies between $0 - $30 million in revenue across the United States in various industries.
We are a small team ourselves but owned by a large global organization. We have the feel of a small business with the resources of a multinational company. Exit Factor is a fully remote business with company conferences held annually.
What the Job Is:
Our Business Coaches and Consultants work with small to mid-sized business owners to help them increase their companies' profit, efficiency, and value. Our consultants engage with new leads, convert them to clients, and work with those clients in 1:1 sessions based on our proprietary method and system. We have a full training and certification program and provide house leads and an automation/nurture system designed to increase your efficiency.
A career with our firm allows you to assist small to medium-sized business owners in preparing their companies for sale by increasing the value of their businesses. In this position, you will have the chance to interact with numerous businesses across hundreds of industries, gaining knowledge and learning not accessible in most positions.
Day to Day responsibilities include:
Meeting with potential Exit Factor members.
Conducting 1:1 consulting sessions with clients following the Exit Factor system.
Providing additional resources in our online curriculum to enhance sessions.
Participating in initial training and certification and continuing education.
Working closely with the Member Services team to ensure great customer service.
Why Join Now?
We have recently expanded Exit Factor with referral relationships with more than 100 partners across the U.S.
The small business sales market has never been better, with no limits in an untapped market.
A career with ultimate flexibility: design your schedule and work remotely.
The support and resources of a large-scale global company with a small business and family feel.
Mentorship and resources from the top professionals in the country with a fully trained shared services team for support.
Working with industry leaders with a true entrepreneurial spirit and growth mindset.
Ability to expand and contract your work as necessary: scale from micro to full time hours.
Think you have what it takes? Our ideal candidate:
Previous business consulting or coaching experience (2-3 years).
Computer proficiency is required, including conducting Zoom presentation meetings.
Some experience in a customer-facing role or a love for customer interaction.
Exceptional verbal and written communication with particularly strong phone skills.
Enthusiasm for entrepreneurship and business.
Entrepreneurial mindset: a proactive, driven, strong desire to succeed, competitive, committed to accomplishing objectives, opportunistic.
Time management and organizational skills.
Knowledge of the following technology systems or ability to figure it out: Microsoft Office Suite, CRM, Zoom, Slack.
About Us
Exit Factor was born from the success of two industry-leading firms in the mergers/acquisitions space: Transworld Business Advisors and United Franchise Group. Our Founder, Jessica Fialkovich, has led growth in her Transworld offices for the last ten years overseeing more than 600 business sales and being recognized as one of the top leaders in the industry globally by publications like Inc and the Financial Times.
We live by our Core Values when interacting with our team, partners, and clients:
Listen First
Lead with Intent
Own Your Growth
Be Credible
Simplify
Company Benefits & Growth Opportunity
Proven and proprietary consulting system.
Initial training and certification.
Continuing education and training with a community of other consultants.
Fully remote position.
Design your own schedule.
Ongoing training and support
Technology and automation systems
In-house support staff
Growth potential within our organization (including sister companies and divisions)
We believe our culture creates a unique work environment where like-minded individuals can thrive, grow, and support each other. If this sounds like a match for you, we invite you to complete our application and questionnaire. We look forward to speaking with you!
This is a 1099 contract position. Payment is commission only + share of revenue managed; average hourly rate is $200.
Business Consultant - Dallas, TX
Strategy consultant job in Dallas, TX
FrankCrum is a Top Workplace!
FrankCrum, voted by its employees as a Top Workplace in Tampa Bay for more than 10 years in a row, is a Professional Employer Organization (PEO) based in Clearwater, Florida. FrankCrum employs approximately 500 people who serve over 4,000 businesses by offering a full range of HR services, including payroll, employee benefits, HR consulting services and workers' compensation insurance. Our PEO is a family culture that encourages people to feel at home, collaborate, and respect each other and we live by our Pillars of Excellence which are Integrity, Prosperity, and Affinity!
Click here to learn more about FrankCrum!
The Role You'll Play to Create Success
We are excited to announce our search for a full-time Business Consultant in Dallas, TX! This job contributes to the mission of FrankCrum by prospecting and obtaining direct sales.
Prospects, obtains, and develops leads and updates CRM database daily.
Responds to and follows up on sales inquiries by phone, email, and appointments daily.
Maintains minimum selling appointments weekly with prospects, small and medium sized businesses to sell HR outsource solutions as directed.
Develops and maintains relationships on a regional to national level to maintain profitable sales growth.
Educates potential clients about the FrankCrum product line and provides updates on an ongoing basis.
Identifies prospects' needs and collects necessary data from prospects to determine service needs and viability.
Develops and presents proposals and client specific solutions.
Plans and implements marketing and sales strategy both geographically and vertically as directed.
Attends business meetings, trade shows, networking events, seminars, and conferences as directed.
Communicate with team and management on an ongoing basis regarding opportunities, challenges and successes
The Attributes We Seek
Keys to success in this position include exceptional customer service, written, listening and communication skills, and sales experience. Knowledge of the PEO structure, cold-calling, prospecting, ask for the business and close the sale, and probability and risk management is needed. A high school diploma or equivalent is required.
Our Competitive Benefits
Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:
Health Insurance is zero dollar paycheck cost for employee's coverage and only $295 a month for family!
Dental and Vision Insurance
Short Term Disability and Term Life Insurance at no cost to the employee
Long Term Disability and Voluntary Term Life Insurance
Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
Employee Assistance Program at no cost to the employee
Flexible Spending Accounts for Medical and Dependent Care Reimbursement
Health Savings Account funded by FrankCrum
Paid time off and holiday pay
Education reimbursement up to five thousand two hundred fifty dollars tax free per calendar year
PTO cash out
Tickets at Work
Access to the Corporate America Family Credit Union
Employee and client referral bonus programs
Paid volunteer time
Disaster Relief Fund for employees
What's Special About FrankCrum
FrankCrum, a family-owned business-to-business entity since 1981 made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This "family of employer solutions" employs more than 500 people who serve over 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars (Integrity, Affinity, and Prosperity) employees are recognized at quarterly events for exceptional customer service and milestones in tenure.
The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, Angel Tree, and Clearwater Free Clinic!
If you want to play this role to positively impact our clients' day-to-day business, then apply now!
FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
This job posting will remain open continuously and qualified applicants will be considered as applications are received.
Auto-ApplyBusiness Insights & Commercial Strategy Analy
Strategy consultant job in Westlake, TX
Job Title: Business Insights Commercial Strategy Analyst
Reports To: Chief Financial Officer
Company: TIME Manufacturing Company
TIME Manufacturing Company is a leading global manufacturer of vehicle-mounted aerial lifts, digger derricks, bucket trucks, and bridge inspection equipment. Through its renowned brands-Versalift, Ruthmann, Bluelift, France Elévateur, Movex, BrandFX, and Aspen Aerials-the company serves diverse industries, including electric utility, telecommunications, bridge inspection, tree care, and other fleet-supported sectors. With a strong commitment to innovation, quality, and customer satisfaction, TIME Manufacturing Company designs and manufactures top-tier products that enable professionals to operate safely and efficiently at various heights.
Job Summary
The Business Insights & Commercial Strategy Analyst will play a key role in driving data-informed decision-making across Time Manufacturing. This role combines strong analytical skills, commercial acumen, and business strategy expertise to deliver insights that support growth, profitability, and long-term strategic objectives. The analyst will partner closely with leadership, sales, finance, and product teams to translate complex data into actionable strategies that optimize performance and create competitive advantage.
Key Responsibilities
Business Insights & Analytics
Gather, analyze, and interpret business, sales, and market data to identify trends, opportunities, and risks.
Develop dashboards, reports, and models that provide actionable insights to senior leadership and cross-functional teams.
Perform profitability analysis, customer segmentation, and pricing optimization to support commercial initiatives.
Commercial Strategy Support
Support the development of strategic plans, including market entry, channel optimization, and portfolio strategy.
Own the pricing ecosystem, maintaining channel integrity and margin targets while driving growth.
Conduct competitive intelligence and benchmarking to inform positioning and growth strategies.
Collaborate with finance and sales teams to evaluate business performance and recommend improvements.
Forecasting & Planning
Contribute to demand forecasting, sales planning, and revenue modeling.
Provide scenario analysis to assess potential business outcomes and guide decision-making.
Cross-Functional Collaboration
Partner with leadership and key stakeholders across sales, marketing, product, and finance to ensure insights align with business goals.
Communicate findings in a clear, compelling way to both technical and non-technical audiences.
Qualifications
Bachelor's degree in Business, Finance, Economics, Data Analytics, or a related field (MBA or advanced degree preferred).
3-5 years of experience in business analysis, commercial strategy, or similar analytical roles.
Strong proficiency in Excel, Power BI/Tableau (or similar data visualization tools), and financial modeling.
Solid understanding of commercial strategy, pricing, and profitability levers.
Ability to interpret complex data and translate into actionable business recommendations.
Strong communication, presentation, and stakeholder management skills.
Detail-oriented, with the ability to manage multiple priorities in a fast-paced environment.
Why Join Us?
Opportunity to shape business strategy in a global, growing organization.
Collaborative culture that values innovation and data-driven decision-making.
Competitive compensation and benefits package.
Career growth opportunities within a market-leading company.
Core Benefits
Competitive salary and bonus structure
Comprehensive health, dental, and vision insurance plans
401(k) with company match
Paid time off and holidays
Professional development opportunities
Collaborative and innovative work environment
Equal Employment Opportunity (EEO) Statement
Time Manufacturing Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Auto-ApplyBusiness Consultant
Strategy consultant job in Plano, TX
Welcome to the intersection of energy and home services. At NRG, we're all about propelling the next generation of leaders forward. We are driven by our passion to create a smarter, cleaner and more connected future. We deliver innovative solutions that make our customers' lives easier-helping them power, protect, and intelligently manage their homes and businesses. To do this, we need creative and talented people to join our company.
We offer a dynamic work environment and a unified and inclusive culture. NRG fosters a strong sense of belonging that leads to better collaboration and business performance. Our company programs are designed to help employees develop the skills they need for success now and in the future. In everything we do, we aim to champion our employees and bring value to our customers, investors and society.
More information is available at ************ Connect with NRG on Facebook, Instagram, LinkedIn and X.
Job Summary:
This position is responsible for the retention of selected high value Business segment customers, acting as the 1:1 “face” of NRG brands consulting on all customer electricity needs. The individual in this role must possess analytical skills, be highly knowledgeable in the front and back office CCS system and have a high degree of knowledge of current electricity products. This person must also be proficient in high bill resolution as well as energy efficiency and conservation principles. Professionalism is paramount as Business Consultants are expected to provide a superior customer care experience in daily face-to-face interaction with NRG Business customers and prospects.
Essential Duties/Responsibilities:
Consultant will be assigned to specific Business accounts (approximately 200 - 500) to act as the liaison between the customer and NRG.
Consultant will be judged on his/her ability to meet or exceed targets for business sales, customer attrition and customer satisfaction.
The Consultant will represent a single resource to their customers for anything they might need from NRG. This will personalize our relationship with our top customers while simplifying the service model.
Consultant will initiate and lead customer site visits to top-value Business customers to ensure:
Customer is comfortable in their understanding of how they are billed; usage and demand; TDSP charges and other billing determinates.
Customer understands the product they are on and how it functions.
Educate the customer on energy efficiency and steps they can take to lower usage and peak demand that will positively impact their business.
Evaluate customer products coordinate rate changes to save the accounts as needed
Consultants will be equipped with a laptop that allows them to connect to CCS. This will allow them to make updates/changes and provide on-site solutions to the customer upon request.
Communicate new products, programs, services to customers.
Consultant will provide accurate and timely updates to the BCCD database to document all customer contacts including but not limited to site visits, emails and phone conversations.
Act as a “Move Manager” for brand new high-value customers just joining NRG, who require special assistance in setting up their new location/account.
Perform Energy Audits of Business customer sites to assist the customer by identifying areas of energy inefficiency and areas for improvements. Have full knowledge and understanding of Audit requirements including check list of data to validate and calculations needed to provide feedback to the customer.
Research customer businesses before contacting to become familiar with the kind of business they operate and their history with NRG brands. This could include web research, CCS, Contact Log, etc.
Provide feedback to Segment Marketing on significant customer interactions. Be the venue for much needed customer learning on issues such as:
Products customers are most interested in
Needs they feel are not currently being met
What they do/do not like about NRG brands
How we can better serve them
How they perceive our competitors, etc.
Working Conditions:
Flexibility with work schedule.
Frequency of customer visits:
Retention customers: minimum of once per quarter unless customer requests more frequent visits. If customer transfers to a term product, the visits likely will be bi-annually.
Business development: Consistent in field prospecting to be achieve or exceed acquisition targets.
Frequent in and out of market travel to attend business expos or events.
Some overtime may be required as special projects arise.
Minimum Requirements:
3+ years of customer service experience required, prior supervisory experience a plus. Experience in customer relationship management (account management) with business customers and business to business sales is required. Commensurate level of relevant experience will be considered in combination with the educational requirement.
High School diploma or equivalency required. Bachelor's degree from an accredited four-year college or university is preferred.
Preferred Qualifications:
Business Development Experience, specifically in electricity markets
Account Management/Business Relationship Management
Additional Knowledge, Skills and Abilities:
Must be able to successfully complete and fully grasp company provided training
Must be confident and knowledgeable in all Small Business products and services, TDSP charges and billing components.
Strong presentation skills and interpersonal skills.
Strong organizational and time management skills. Ability to schedule and arrive to appointments on time.
Ability to remain calm and respond quickly to surprising/difficult questions.
Advanced knowledge of kW vs. kWh, TDSP charges, and the difference between a kW product and a wires pass through product.
Consultative orientation
Committed to increasing their high bill skills and knowledge base and to providing a positive experience with NRG brands.
Interest in moving into a Marketing role a plus.
Dependable transportation, valid Texas Driver's License, and personal liability insurance. A review of the driving record will be required prior to hiring.
Emulate our Business positioning: smart choices; your partner in energy management; respect for your time; bringing innovative solutions to you, Customer First, etc.
Physical Requirements:
Occasionally requires lifting as appropriate to perform duties and responsibilities.
Occasional exposure to high temperatures while conducting customer visits and prospecting always keeping safety in mind and fully prepared for weather conditions.
The base salary range for this position is: $48,320 - $79,728* *The base salary range above represents the low and high end of the salary range for this position. Actual salaries will vary based on several factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Other rewards may include annual bonus, short- and long-term incentives, and program-specific awards. In addition the position may be eligible to participate in the benefits program which include, but are not limited to, medical, vision, dental, 401K, and flexible spending accounts.
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Protected Veteran Status/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
EEO is the Law Poster (The poster can be found at ************************************************************************
Official description on file with Talent.
Senior Consultant- Business Personal Property Tax
Strategy consultant job in Dallas, TX
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:
Responsibilities
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Senior State & Local Tax Associate to join our growing State & Local Tax (SALT) practice!
Candidates for the Senior Consultant position must possess a successful track-record of experience in the Business Personal Property (BPP) Tax market. Candidates must be able to work in a deadline driven, fast-paced, and dynamic work environment. Responsibilities include but are not limited to filing returns, reviewing returns, appealing assessment notices, and processing tax bills. The Senior Consultant is responsible for ensuring client appeals are handled appropriately and working with the team to apply proper valuation methodologies.
Essential Duties and Responsibilities
Manage complex BPP filings in multiple states
File appeals, maintain appeal calendar, and attend hearings
Successfully navigate Freeport Exemption filings where applicable
Negotiating with assessors on multi-state portfolios
Consistently exceed client service expectations
Manage and motivate staff to achieve desired results
Attain mastery of software updates and changes, specifically OneSource/PTMS
Develop and preserve positive relationships with assessors and clients
Create and update files and records, while tracking tax appeal deadlines
Verify that values fall within established guidelines
Maintain hearing schedules as required
Manage the processing of tax bills timely and accurately
Participate in team projects by taking ownership of assignments
Ensure all team matters are completed in a timely manner
Commitment to working in a dynamic, deadline driven environment
Requirements:
Highly detail oriented
Strong analytical and technical skills
Ability to work independently with minimum supervision
Excellent Communication Skills
Education and Qualifications
Bachelor's degree in Accounting, Business Administration, Finance, or related field preferred
Pursuing CMI.
Advanced skills in Microsoft Word and Excel
Excellent verbal and written communication skills
Ability to meet travel requirements of the job
Previous OneSource/PTMS software experience is required
The compensation range for this role is $74,660 to $141,560. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplySenior Lead Business Execution Consultant - Enterprise Root Cause Analysis - Executive Insights Lead
Strategy consultant job in Irving, TX
About this role: Wells Fargo is seeking a Senior Lead Business Execution Consultant. The Executive Insights Lead will define and drive strategic insights for the Enterprise Root Cause Analysis team. This role is responsible for uncovering actionable insights from complaints, Loudspeaker, customer remediations, and other customer and employee feedback channels to drive enterprise-wide improvements by influencing business leaders with compelling insights. This role requires expertise in research design, advanced analytics, and executive-level communication to influence senior leadership decisions.
In this role, you will:
* Lead Insight Generation: Design and execute research using qualitative and quantitative methods to identify root causes, trends, and patterns.
* Drive Executive Communication: Build and deliver polished, impactful presentations for senior leadership (OC/OC+1), translating complex findings into clear strategic recommendations.
* Champion Customer Experience: Apply customer experience tools and methodologies, e.g., JD Power, Net Promoter System, to benchmark and analyze Voice of the Customer (VoC) data.
* Collaborate Across the Enterprise: Partner with analytics, technology, and business teams to develop long-term, cost-effective solutions that address systemic issues.
* Influence Strategy: Serve as a trusted advisor to leadership, guiding decisions with data-driven insights and thought leadership.
The ideal candidate:
* Has substantial experience in research design and analytics.
* Combines strategic thinking with data-driven insight generation and exceptional presentation skills.
* Has the confidence to engage in candid, high-stakes conversations with senior leaders.
* Is passionate about customer and employee experience.
* Thrives in ambiguity and adapts quickly to change.
* Brings intellectual curiosity to every challenge.
* Excels at critical thinking and adjusts strategies in response to new information.
Required Qualifications:
* 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 3 + years experience with customer experience tools and methodologies (journey mapping, Net Promoter System, JD Power, Bain benchmarking).
Desired Qualifications:
* Experience with root cause analysis and enterprise complaints/remediation processes.
* Expertise in survey tools, benchmarking techniques, and VoC analysis.
* Proven ability to synthesize research into actionable insights and influence senior leaders.
* Advanced analytical skills and experience interpreting large, complex data sets and qualitative inputs.
* Exceptional executive communication skills, including building high-impact decks and influencing through candid conversations with all levels of leadership.
* Comfortable with ambiguity, passionate about customer and employee experience, and intensely curious.
* Advanced PowerPoint and data visualization skills.
* MBA or advanced degree.
Job Expectations:
* Ability to travel up to 10% of the time
* This position offers a hybrid work schedule
* Only hiring at locations posted
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$139,000.00 - $239,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
10 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Consulting Associate/Cybersecurity & Incident Response (Forensic Services practice)
Strategy consultant job in Dallas, TX
CRA is a leading global consulting firm that provides independent economic and financial analysis behind litigation matters, guides businesses through critical strategy and operational issues to become more profitable, and advises governments on the economic impact of policies and regulations. Our two main services - economic and management consulting - are delivered by practice groups that focus on specific areas of expertise or industries. Click here to learn how CRA can help you launch your career.
Position Overview
CRA's Forensic Services practice supports companies' commitment to integrity by assisting them and their counsel in independently responding to allegations of fraud, waste, abuse, misconduct, and non-compliance. We are noted for deploying cross-trained teams of forensic professionals to assist our clients in gaining deeper insights and greater value more quickly. We provide accounting and forensic services as well as cybercrime investigation services.
We are looking for curious, analytical, highly motivated candidates with 3-5 years of experience who have majored in Computer Science, Digital Forensics, Information Security, and/or Information Systems. We value knowledge of cybersecurity concepts, research experience, quantitative ability, exceptional written and oral communication skills, and a high level of initiative. We expect Consulting Associates to use data to solve client problems, work collaboratively with a team, effectively manage their time, prioritize tasks, and take pride and ownership in their work.
The opportunities to contribute to the Forensics team in this role may include (but are not limited to):
Executing security and privacy investigations for CRA clients, in preparation of, and in response to, data security matters, which may include ongoing breach detection, threat analysis, incident response and malware analysis;
Providing expert digital forensic support for counsel and clients in support of data security incidents, such as data breaches or fraud;
Assisting in the drafting of forensic reports, affidavits and testifying as an expert in the field of digital forensics and incident response;
Engaging in problem-solving and forensic analysis of digital information using standard evidence handling techniques and computer forensics tools;
Identify, research, and organize information to assess the appropriateness and sufficiency of available data to facilitate effective data access and analysis;
Developing familiarity with data that serves as input to this analysis, including threat intelligence, logging data, as well as contextual clues;
Recognizing relationships among multiple sources and types of information to facilitate effective data analysis;
Programming, model building, and database administration (Python, T-SQL, VBA, Excel, C#, among others);
Ensuring reliability of analysis and risk management through implementing quality control measures and documentation;
Forensically acquire data and images from identified hosts, and then locate evidence of compromise determine its impact from disk, file, memory, and log analysis;
Identify artifact and evidence locations to answer critical questions, including execution, file access, data theft, anti-forensics, and detailed system usage by an adversary;
Detect and hunt unknown live, dormant, and custom malware across multiple hosts in an enterprise environment;
Create Indicators of Compromise (IOCs) from analysis to strengthen incident response and threat intelligence efforts;
Track adversary activity second-by-second on a host via in-depth timeline analysis;
Understand the evidence needed to determine the type of malware used in an attack, including rootkits, backdoors, and Trojan horses, choosing appropriate defenses and response tactics for each;
Identify lateral movement and pivots within client enterprises, showing how an adversary transitions from system to system without detection;
Use physical memory analysis tools to determine an adversary's activities on a host and other hosts the adversary used as pivot points across the network;
Examine traffic using common network protocols to identify patterns of activity or specific actions that warrant further investigation;
Identify and track malware beaconing outbound to its command and control (C2) channel via memory forensics, registry analysis, and network connections;
Providing technical assessment/audit and guidance to clients on the adequacy of cyber security controls in accordance with cybersecurity frameworks that are included in one or more of the following - NIST CSF 2.0, HIPAA, ISO 27001 and 27002, SOC2, NERC-CIP;
Participating in practice-building activities including recruiting and training;
Desired Qualifications
Strong understanding of computer operating systems, software and hardware
Ability to conduct detailed forensic investigations and analysis of computers, networks, mobile devices and removable media
Experience with conducting digital forensic analysis using commercial and open source forensic tools. Including file system forensics, memory analysis and network analysis
Experience with conducting static/dynamic malware analysis in a lab environment and threat hunting in a live environment
Experience in collegiate computer security competitions
Strong understanding of proper evidence handling procedures and chain of custody
Experience with drafting technical and investigative reports and communicating technical findings
Experience with utilizing automation tools and scripts to expedite analysis
Understanding incident handling procedures: preparation, identification, containment, eradication, and recovery-to protect enterprise environments
Understanding of common attack techniques used by an adversary on a victim network and leveraging those techniques to stop further adversary activity
Digital forensics/incident response training and certifications, including SANS GIAC (GCFA, GCFE, GNFA, GIME), IACIS (CFCE or CIFR), Magnet MCFE, X-ways X-Pert or similar
To Apply
To be considered for a position in the United States, we require the following:
Resume - please include current address, personal email and telephone number;
Cover letter - please describe your interest in CRA and how this role matches your goals.
If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs.
Career Growth and Benefits
CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities.
We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers.
Work Location Flexibility
CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently expect that individuals spend at least 3 to 4 days a week working in the office (which may include traveling to another CRA office or to client meetings), with specific days determined in coordination with your practice or team.
Our Commitment to Equal Employment Opportunity
Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law.
Salary and other compensation
A good-faith estimate of the annual base salary range for this position is $100,000 - $126,500. Stating pay within this range may vary based on factors such as education level, experience, skills, geographic location, market conditions, and other qualifications of the successful candidate. This position may be eligible for additional bonus incentive compensation.
CRA offers a comprehensive benefits package, subject to eligibility requirements, which may include: medical, dental, and vision insurance; 401(k) retirement plan with employer match; life and disability insurance; paid time off (vacation, sick leave, holidays); paid parental leave; wellness programs and employee assistance resources; and commuter benefits.
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