Senior Associate jobs at UBS

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. We are looking for candidates residing in Chicago, Houston, Iowa City, and Cleveland! RSM is seeking an experienced application penetration tester with expertise in both manual and automated testing to join our Security and Privacy Risk Consulting group. The ideal candidate will have a strong understanding of various testing methodologies and tools, as well as a passion for uncovering vulnerabilities and identifying potential security risks. This position will play a critical role in helping our clients prevent, detect, and respond to security threats affecting their critical systems and data. As a member of the Security, Privacy, and Risk Consulting team, you will help provide application security testing for our clients. Our team's goal is to empower both development and security teams with accurate security findings at the highest standards of quality in order to identify and eliminate risk across our clients' application portfolios. Join our team of more than 150 professionals dedicated to serving the cybersecurity needs of our diverse client base within a variety of industries. Qualifications: • BS in Computer Science, Engineering, or related field or equivalent work experience • Expert in web security, possessing extensive knowledge of vulnerabilities, along with the ability to identify and exploit them effectively. • 3+ years of experience in code review, application security testing, or web application development • Excellent written and verbal communication skills • Strong scripting skills (e.g. Python, Ruby, Perl) • Experience with cloud platforms, such as AWS, and knowledge of cloud security best practices • Familiarity with development technologies like Docker, CDK, Terraform, Java, Python, React, GraphQL, Javascript, JSON, REST, etc. • Must possess a high degree of integrity and confidentiality, as well as the ability to adhere to both company policies and best practices • Technical background in application development, networking/system administration, security testing, or related fields • Experience with both static application security testing (SAST) and dynamic application security testing (DAST) using various tools and techniques • Preferred, but not required - one or more relevant certifications such as Offensive Security Web Assessor (OSWA), Offensive Security Web Expert (OSWE), Offensive Security Certified Professional (OSCP), Burp Suite Certified Practitioner, or AWS Certified Security Specialist. Responsibilities: • Perform security assessments, including static and dynamic application security testing • Conduct manual penetration testing on web applications, network devices, and other systems • Collaborate with our clients in a fast-paced environment across many technology stacks and services, including cloud platforms and development technologies • Develop, enhance, and interpret security standards and guidance • Demonstrate and promote security best practices, including secure development and cloud security • Assist with the development of remediation recommendations for identified findings • Identify and clearly articulate (written and verbal) findings to senior management and clients • Help identify improvement opportunities for assigned clients • Stay up-to-date with the latest security trends, technologies, and best practices • Work effectively within a team, fostering collaboration and open communication to deliver successful outcomes • Supervise and provide engagement management for other staff working on assigned engagements At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

We're seeking a driven and analytical Staff/Senior Associate, Business Intelligence & Transformation to join our Technology Advisory team. You will drive NetSuite success, optimize business processes, and turn data into actionable insights. You will work closely with clients and internal teams to implement system solutions, build impactful reports and dashboards, and support smooth NetSuite operations. Experience with NetSuite is required. THIS ROLE WILL BE HYBRID, REQUIRING A MINIMUM OF 3 DAYS ONSITE IN OUR FLORHAM PARK OFFICE. *WE ARE ONLY CONSIDERING LOCAL CANDIDATES. * Core Responsibilities: Assist in NetSuite implementations, enhancements, and optimization. Configure NetSuite system settings, including workflows, forms, custom fields, and role-based permissions. Execute data import scenarios (CSV imports, templates) and validate data accuracy. Develop and maintain saved searches, reports, and dashboards to meet client reporting needs. Perform system testing, troubleshoot issues, and document resolutions. Support user access management, including roles and permissions setup. Collaborate to gather business requirements and translate them into NetSuite configurations. Provide end-user training and create documentation for processes and configurations. Assist with ongoing system maintenance, updates, and minor customizations. Participate in quality assurance and ensure deliverables meet client expectations. Client-facing responsibilities: Join and lead client meetings to capture requirements and provide solutions with technology. Support preparation of Statements of Work (SOW) and project scoping activities Ability to manage multiple projects at a time and adhere to deadlines. Qualifications: Bachelor's degree in Business, Information Systems, Accounting, or a related field (required). 1-2+ years of experience with NetSuite is required; experience with NetGain product suite is a plus. Strong analytical and problem-solving skills to troubleshoot issues and ensure data accuracy. Excellent communication skills for client-facing interactions and team collaboration. Experience creating reports, dashboards, and saved searches to support decision-making. Ability to manage multiple projects and meet deadlines in a fast-paced environment. Skilled in documenting processes, workflows, and providing end-user training. Salary Range: $90,000 - $110,000. "Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work. Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin. We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

Job Classification: Finance & Accounting - Finance & Accounting A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you can expect: * Assist in the annual budgeting and quarterly forecasting processes * Collaborate with team members and business partners to gather and analyze financial data * Help maintain financial models and tools (e.g., Anaplan) used for forecasting and planning * Prepare and review monthly and quarterly financial reports, including variance analysis * Support the development of presentation materials for leadership meetings * Participate in benchmarking studies and competitive analysis * Contribute to process improvement initiatives within the finance team * Gain exposure to strategic projects and cross-functional collaboration The current employee work arrangement for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site. What you will need: * Bachelor's degree in Finance, Accounting, Economics, or a related field * Strong analytical and problem-solving skills * Excellent attention to detail and organizational abilities * Effective written and verbal communication skills * Proficiency in Microsoft Excel and other MS Office tools * Eagerness to learn, grow, and contribute in a team-oriented environment * Internship or academic project experience in finance or data analysis is a plus * PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $70,000 to $80,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Job Classification: Investment Management - InvestmentsA GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do We are looking for an astute, determined professional like you to fill the position of Investment Associate or Sr. Investment Associate (depending on experience) within our US Transactions function, covering Equity Capital Markets. This individual will work directly with senior members of the Southwest Transactions team and peers to execute broad-based investment activity regionally with a focus on acquisitions, development joint ventures, and structured transactions for all real estate product types. The successful candidate will be responsible for all aspects of underwriting, analysis, due diligence, and closing commercial real estate acquisitions and joint ventures as well as promoting collaboration and team culture in a fast-moving environment. This role is based in our San Francisco office. What you can expect Handle all areas of due diligence, underwriting, deal modeling, and closing for acquisition and development opportunities across various markets with varying investment structures and risk profiles. Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in-depth understanding of investment factors. Assist senior Transactions professionals in deal structuring, financing, and negotiation of deal terms. Alongside other senior members of the team, develop and cultivate strong relationships with real estate owners, operators, brokers, investment bankers, joint venture partners, and other industry players. Assist senior Transactions professionals to identify, analyze, and present new/unique real estate investment opportunities. Assist senior Transactions professionals to present potential transactions to portfolio managers across all PGIM Real Estate's US investment funds as well as assist in presenting investment opportunities to the Investment Committee Work closely with asset management teams to monitor operational activity across existing portfolio, validate underwriting, and create business plans for new investments as well as provide support for existing assets and relationships as necessary. Work as part of a small team of junior professionals to maximize productivity of the Transactions team, support each other with complementary expertise, and work together to develop the skillsets of analysts and interns. What you will bring Bachelor's Degree required in finance, accounting, economics, Real Estate, or a related field; emphasis in Real Estate preferred. Minimum of 3 -6 years of related real estate experience executing real estate transactions Strong quantitative skills and demonstrated analytical ability including underwriting and financial analysis. Proficiency in Excel and Argus modeling of development joint ventures and wholly owned acquisitions of all real estate product types Understanding of real estate terms and concepts such as contracts, rents, operating expenses, capital expenditures, and occupancy. Understanding of basic finance concepts such as NOI returns, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow. Understanding of key real estate agreements including purchase and sale agreements, management agreements, partnership agreements, and loan agreements What will set you apart? Exceptional written communication skills Demonstrated ability to manage multiple priorities and meet tight deadlines High level of responsiveness and availability during critical transaction phases *PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $115,000 to $170,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. About PGIM Real Estate With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum. PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com. #LI-SC1 What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do We are looking for an astute, determined professional like you to fill the position of Investment Associate or Sr. Investment Associate (depending on experience) within our US Transactions function, covering regional acquisitions. This individual will work directly with senior members of the Southwest Transactions team and peers to execute broad-based investment activity regionally with a focus on acquisitions, development joint ventures, and structured transactions for all real estate product types. The successful candidate will be responsible for all aspects of underwriting, analysis, due diligence, and closing commercial real estate acquisitions and joint ventures as well as promoting collaboration and team culture in a fast-moving environment. This role is based in our San Francisco office. What you can expect * Handle all areas of due diligence, underwriting, deal modeling, and closing for acquisition and development opportunities across various markets with varying investment structures and risk profiles. * Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in-depth understanding of investment factors. * Assist senior Transactions professionals in deal structuring, financing, and negotiation of deal terms. * Alongside other senior members of the team, develop and cultivate strong relationships with real estate owners, operators, brokers, investment bankers, joint venture partners, and other industry players. * Assist senior Transactions professionals to identify, analyze, and present new/unique real estate investment opportunities. * Assist senior Transactions professionals to present potential transactions to portfolio managers across all PGIM Real Estate's US investment funds as well as assist in presenting investment opportunities to the Investment Committee * Work closely with asset management teams to monitor operational activity across existing portfolio, validate underwriting, and create business plans for new investments as well as provide support for existing assets and relationships as necessary. * Work as part of a small team of junior professionals to maximize productivity of the Transactions team, support each other with complementary expertise, and work together to develop the skillsets of analysts and interns. What you will bring * Bachelor's Degree required in finance, accounting, economics, Real Estate, or a related field; emphasis in Real Estate preferred. * Minimum of 3 -6 years of related real estate experience executing real estate transactions * Strong quantitative skills and demonstrated analytical ability including underwriting and financial analysis. * Proficiency in Excel and Argus modeling of development joint ventures and wholly owned acquisitions of all real estate product types * Understanding of real estate terms and concepts such as contracts, rents, operating expenses, capital expenditures, and occupancy. * Understanding of basic finance concepts such as NOI returns, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow. * Understanding of key real estate agreements including purchase and sale agreements, management agreements, partnership agreements, and loan agreements What will set you apart? * Exceptional written communication skills * Demonstrated ability to manage multiple priorities and meet tight deadlines * High level of responsiveness and availability during critical transaction phases * PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $115,000 to $170,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. About PGIM's Real Estate Group With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM's Real Estate group provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum. PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com. #LI-SC1 What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country. Why Join Titan For the right person, we believe Titan will be one of the most rewarding jobs they ever have. Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights. Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day. Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter. Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day). Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner. World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman. Role Overview We are looking for an Investor Relations Senior Associate to join our Advisory team. Investor Relations is key to our mission of increasing our generation's compound growth rate. We pride ourselves in rethinking established paradigms for the end-to-end investment management experience and pushing the status quo. Our goal is to tech-enable the relationship between client and investment manager, setting clients up for superior investment outcomes and compounding their financial knowledge. You will work directly with our Director of Wealth Advisory to help bridge Titan's Investment Management and Product teams, helping drive the most seamless investment experience possible for our clients. You will engage current and prospective clients in discussions focused on the nuances of Titan's investment offerings, reimagine the wealth management industry from the ground up, participate in bespoke portfolio analysis for clients, create and project-manage investment insights (investment reports/webinars), and intensely collaborate cross functionally (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to drive product and revenue growth. What You'll Do: Act as a primary point of contact for investment-related inquiries via a variety of channels; including email, phone and video Grow and design systems that are meant to drive positive impact across our business: referrals, AUM growth, and insane user delight Design and reimagine the end to end wealth management experience: how our clients meet and grow with us will be up to you Educate current and prospective clients about our investment options and how Titan can play a part in their broader portfolio Conduct bespoke portfolio analysis for clients (e.g., investment allocations, transfer options, portfolio perspectives) Collaborate with other Titans (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to ensure our business is focused on what matters most Help us build a best-in-class team and company Qualifications 4-6+ years of experience in an Investor Relations, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles Exceptional written and communication skills along with an acute attention to details Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.) Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars) Strong ability to work cross functionally and think creatively to drive product growth Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis Proficiency with basic financial modeling in Microsoft Excel You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly. You make things happen. You are scrappy and find ways to overcome roadblocks with workarounds or tradeoffs. Series 7, 63 and 65 (or Series 7 and 66) preferred, but not required. May gain licenses after start; unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date.

What to Expect Work on high-impact and diverse projects- You will have the opportunity to advise management on emerging industry trends and key business decisions, optimize key processes, and orchestrate key initiatives. Your work will be important to our business growth and sustainability, and cover a broad spectrum of topics. Own your initiative from end to end- You get to experience the full product cycle - from conception of an idea, to product launch, and ongoing KPI monitoring. You get to see the results of your recommendations & decisions with live data reporting. You get to truly own initiatives that you help to design & continuously improve, from end to end. Learn something new every day- Most if not all projects at Crypto.com are cross-functional, meaning you will be sitting at a roundtable or brainstorming on a whiteboard with colleagues & experts from diverse backgrounds - blockchain engineering, mobile development, design, cybersecurity, customer acquisition, fraud management, banking & finance… What You'll Do In this role, you will spearhead the strategic direction of our core products including our Main App Trading, Loyalty Programs, VISA Card and Pay, among others. Below are some activities you may find yourself doing: Strategic Visionary: Assisting the Strategy team to conceptualize, execute and monitor key strategic initiatives aimed at driving commercial success Subject Matter Expertise: Develop deep subject matter expertise in Crypto CEX trading, Loyalty Program Design, Crypto Payments and other relevant domains Pricing Strategy Optimization: Developing optimal pricing strategies for our all core products (proficiency in Excel modeling and generating data-driven insights is expected) Market Research & Analysis: Developing thematic research memos to advise on market/ sub-sector strategy; Project Coordination & Management: Coordinating cross-functional projects end-to-end from timeline/ deliverable planning to tracking/ reporting; Product Development: Designing & drafting requirements for a new product or feature; Performance Evaluation & Optimization: Deciding & analyzing product KPIs and recommending improvements to drive revenue and user engagement Strategic Partnerships & Investments: Evaluating & driving strategic and investment opportunities Business Projection & Analysis: Projecting business results and engage in strategic discussions with management regarding implications & strategic pivots Overall, you will shoulder the important responsibilities of: (a) At a product level: Design & drive new features to success, (b) At a company level: Define & align business priorities with management, and (c) At an industry level: Generate insights & your own views on the market. What We Look For Below are some key traits we look for, and a list of indicators we watch out for during our screening. (Note that the list is not exhaustive, nor do we expect candidates to possess all traits at the same time.) We value the ability & drive to learn over past experience, as we believe in investing in learning of our team. Intellectual prowess & curiosity Bachelor's Degree in Business Administration, Finance or related field 1-3 years of work experience in a field requiring strong problem-solving skills, e.g., management consulting, investment banking, venture capital, equity research; Highly structured approach in thinking, analysis and output generation; Quick learner who is able to translate newly acquired knowledge into actionable insights; Proven ability to take initiative and be proactive in identifying and addressing challenges or opportunities, consistently anticipating and acting upon business needs. (Plus) Strong modeling skills; (Plus) Strong curiosity and a passion for continuous learning (Plus) Proficiency in SQL and Tableau (Plus) Track record in an extracurricular activity/ hobby, e.g., writing, arts, sports, etc.; Literacy in oral & written communication Clarity, conciseness and confidence in communication, e.g., experience communicating with senior stakeholders, public presentations and/ or teaching, a portfolio of writing samples, etc. Ownership, agility & teamwork Pursuit of excellence, always going the extra mile to level up the quality of insights and deliverables; Self-driven and organized, with a relentless focus on following through on alignments and delivering results effectively; High-level of adaptability, being able to quickly reprioritize and iterate based on latest developments; Excellent attention to detail; Collaborative approach to teamwork, demonstrated through coordinating a complex project across multiple work-streams, leading a project team, etc.; (Plus) Experience working with teams from diverse backgrounds, e.g., cross-cultural, cross-industry. #LI-Associate#LI-Remote ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.

Job Description When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Senior Assurance Associate to join our Assurance team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Prepare clear, well-structured audit documentation for advanced assignments, ensuring the execution of high-quality audits. Apply in-depth knowledge of industry-specific accounting to solve problems and meet client deadlines using appropriate audit procedures. Provide timely feedback to associates and interns through regular meetings during and after audits to support their professional development. Set and articulate goals, identifying milestones for personal advancement within the Firm while maintaining strong performance. Collaborate effectively in a hybrid work environment, communicating regularly with peers and management to ensure project deadlines are met. Review the work of associates and interns to ensure compliance with audit procedures and documentation, while proactively identifying issues and progress to the engagement team. What you must have Bachelor's degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license or actively pursuing CPA license. 150 credit hours for CPA certification or actively pursuing. Minimum two years of experience in tax compliance. Must possess a valid state Driver's License. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** Technology Portfolio Management (TPM), within Enterprise Technology Services, powers technology, business, and product to achieve business and customer value by optimizing technology investments, elevating transparency and enabling decisioning through trusted insights and best in class portfolio and program management. The Associate Portfolio Analyst role presents a dynamic opportunity for a motivated and accomplished professional to manage all aspects of the operating expense base for the Tech Portfolio Management (TPM) organization. As a Portfolio Analyst, you will establish strong partnerships with the TBE leadership team, Finance, and peers across Tech Portfolio Management to ensure the financial success of TPM through sound financial management of monthly operating expenses. This position goes beyond traditional financial analysis and portfolio management, requiring advanced technical proficiency and experience optimizing processes through automation and tooling. Additionally, the successful candidate will require a transformational mindset and the ability to communicate and influence process and tooling requirements to empower new ways of working across TPM with appropriate controls and governance. We are seeking a top performer that is highly organized and an effective communicator. You show up with passion, are not afraid to challenge the status quo and thrive in a fast-paced environment. Responsibilities: * Partners across the team to monitor and track portfolio performance against delivery, cost, budget, resource allocation, forecast, schedule, and quality targets, ensuring the successful execution of the portfolio of tech projects. * Takes ownership in managing and ensuring successful financial, delivery and operational outcomes across the portfolio - leveraging data analytics and insights to gather and formulate status updates and escalating delivery risks when needed. * Collaborates closely with finance teams to ensure alignment of budgets, actuals, and forecasts, maintaining financial accuracy and supporting budget management. * Plays key role in driving continuous improvement of portfolio processes through tooling and automation, identifying, influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness. * Builds strong partnerships across technology, product, finance, and the business to understand stakeholder needs, manage expectations, user requirements and deliver against strategic priorities. * Acts as change agent throughout the organization with an ability to guide individuals and teams through transition while enabling and supporting implementation of process and tool improvements to maximize benefits. Minimum Qualifications: * Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred. * Advanced technical skills including but not limited to Apptio, Jira, Power BI, advanced Excel, General Ledger, and Amex AI tools (including ChatGPT and Copilot) with experience in leveraging automation to drive data analytics and financial modeling. * Ability to synthesize complex financial data for a non-finance savvy audience. * Strong relationship building with the ability to collaborate and influence without authority. * Demonstrated success navigating change and exhibiting intellectual curiosity to challenge the status quo and support significant transformation for optimal impact. * Proven track record of recognizing potential issues early and working toward thoughtful, solution-focused options. * 3 years of related experience in technology project management, portfolio management, project management with the proven ability to execute tasks quickly under tight timelines. Preferred Requirements: * Ability to execute and maintain high performance under tight timelines and competing demands. * Excellent written and verbal communication; advanced or expert PowerPoint and visual presentation skills a plus. * Self-motivated and adaptable; ability to manage time effectively and thrive in ambiguous situations with limited leadership oversight. * Experience within a large technology, financial services or FinTech environment with a working knowledge of software development processes and Agile methodologies. * Understand linkages between supply and demand spend to provide meaningful, actionable insights and recommendations to ensure targets are achieved. * Understanding of multiple business functions preferred. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Technology **Primary Location:** US-Arizona-Phoenix **Schedule** Full-time **Req ID:** 25022893

What to Expect Work on high-impact and diverse projects- You will have the opportunity to advise management on emerging industry trends and key business decisions, optimize key processes, and orchestrate key initiatives. Your work will be important to our business growth and sustainability, and cover a broad spectrum of topics. Own your initiative from end to end- You get to experience the full product cycle - from conception of an idea, to product launch, and ongoing KPI monitoring. You get to see the results of your recommendations & decisions with live data reporting. You get to truly own initiatives that you help to design & continuously improve, from end to end. Learn something new every day- Most if not all projects at Crypto.com are cross-functional, meaning you will be sitting at a roundtable or brainstorming on a whiteboard with colleagues & experts from diverse backgrounds - blockchain engineering, mobile development, design, cybersecurity, customer acquisition, fraud management, banking & finance… What You'll Do In this role, you will spearhead the strategic direction of our core products including our Main App Trading, Loyalty Programs, VISA Card and Pay, among others. Below are some activities you may find yourself doing: Strategic Visionary: Assisting the Strategy team to conceptualize, execute and monitor key strategic initiatives aimed at driving commercial success Subject Matter Expertise: Develop deep subject matter expertise in Crypto CEX trading, Loyalty Program Design, Crypto Payments and other relevant domains Pricing Strategy Optimization: Developing optimal pricing strategies for our all core products (proficiency in Excel modeling and generating data-driven insights is expected) Market Research & Analysis: Developing thematic research memos to advise on market/ sub-sector strategy; Project Coordination & Management: Coordinating cross-functional projects end-to-end from timeline/ deliverable planning to tracking/ reporting; Product Development: Designing & drafting requirements for a new product or feature; Performance Evaluation & Optimization: Deciding & analyzing product KPIs and recommending improvements to drive revenue and user engagement Strategic Partnerships & Investments: Evaluating & driving strategic and investment opportunities Business Projection & Analysis: Projecting business results and engage in strategic discussions with management regarding implications & strategic pivots Overall, you will shoulder the important responsibilities of: (a) At a product level: Design & drive new features to success, (b) At a company level: Define & align business priorities with management, and (c) At an industry level: Generate insights & your own views on the market. What We Look For Below are some key traits we look for, and a list of indicators we watch out for during our screening. (Note that the list is not exhaustive, nor do we expect candidates to possess all traits at the same time.) We value the ability & drive to learn over past experience, as we believe in investing in learning of our team. Intellectual prowess & curiosity Bachelor's Degree in Business Administration, Finance or related field 1-3 years of work experience in a field requiring strong problem-solving skills, e.g., management consulting, investment banking, venture capital, equity research; Highly structured approach in thinking, analysis and output generation; Quick learner who is able to translate newly acquired knowledge into actionable insights; Proven ability to take initiative and be proactive in identifying and addressing challenges or opportunities, consistently anticipating and acting upon business needs. (Plus) Strong modeling skills; (Plus) Strong curiosity and a passion for continuous learning (Plus) Proficiency in SQL and Tableau (Plus) Track record in an extracurricular activity/ hobby, e.g., writing, arts, sports, etc.; Literacy in oral & written communication Clarity, conciseness and confidence in communication, e.g., experience communicating with senior stakeholders, public presentations and/ or teaching, a portfolio of writing samples, etc. Ownership, agility & teamwork Pursuit of excellence, always going the extra mile to level up the quality of insights and deliverables; Self-driven and organized, with a relentless focus on following through on alignments and delivering results effectively; High-level of adaptability, being able to quickly reprioritize and iterate based on latest developments; Excellent attention to detail; Collaborative approach to teamwork, demonstrated through coordinating a complex project across multiple work-streams, leading a project team, etc.; (Plus) Experience working with teams from diverse backgrounds, e.g., cross-cultural, cross-industry. #LI-Associate#LI-Remote ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.

What to Expect Work on high-impact and diverse projects- You will have the opportunity to advise management on emerging industry trends and key business decisions, optimize key processes, and orchestrate key initiatives. Your work will be important to our business growth and sustainability, and cover a broad spectrum of topics. Own your initiative from end to end- You get to experience the full product cycle - from conception of an idea, to product launch, and ongoing KPI monitoring. You get to see the results of your recommendations & decisions with live data reporting. You get to truly own initiatives that you help to design & continuously improve, from end to end. Learn something new every day- Most if not all projects at Crypto.com are cross-functional, meaning you will be sitting at a roundtable or brainstorming on a whiteboard with colleagues & experts from diverse backgrounds - blockchain engineering, mobile development, design, cybersecurity, customer acquisition, fraud management, banking & finance… What You'll Do In this role, you will spearhead the strategic direction of our core products including our Main App Trading, Loyalty Programs, VISA Card and Pay, among others. Below are some activities you may find yourself doing: Strategic Visionary: Assisting the Strategy team to conceptualize, execute and monitor key strategic initiatives aimed at driving commercial success Subject Matter Expertise: Develop deep subject matter expertise in Crypto CEX trading, Loyalty Program Design, Crypto Payments and other relevant domains Pricing Strategy Optimization: Developing optimal pricing strategies for our all core products (proficiency in Excel modeling and generating data-driven insights is expected) Market Research & Analysis: Developing thematic research memos to advise on market/ sub-sector strategy; Project Coordination & Management: Coordinating cross-functional projects end-to-end from timeline/ deliverable planning to tracking/ reporting; Product Development: Designing & drafting requirements for a new product or feature; Performance Evaluation & Optimization: Deciding & analyzing product KPIs and recommending improvements to drive revenue and user engagement Strategic Partnerships & Investments: Evaluating & driving strategic and investment opportunities Business Projection & Analysis: Projecting business results and engage in strategic discussions with management regarding implications & strategic pivots Overall, you will shoulder the important responsibilities of: (a) At a product level: Design & drive new features to success, (b) At a company level: Define & align business priorities with management, and (c) At an industry level: Generate insights & your own views on the market. What We Look For Below are some key traits we look for, and a list of indicators we watch out for during our screening. (Note that the list is not exhaustive, nor do we expect candidates to possess all traits at the same time.) We value the ability & drive to learn over past experience, as we believe in investing in learning of our team. Intellectual prowess & curiosity Bachelor's Degree in Business Administration, Finance or related field 1-3 years of work experience in a field requiring strong problem-solving skills, e.g., management consulting, investment banking, venture capital, equity research; Highly structured approach in thinking, analysis and output generation; Quick learner who is able to translate newly acquired knowledge into actionable insights; Proven ability to take initiative and be proactive in identifying and addressing challenges or opportunities, consistently anticipating and acting upon business needs. (Plus) Strong modeling skills; (Plus) Strong curiosity and a passion for continuous learning (Plus) Proficiency in SQL and Tableau (Plus) Track record in an extracurricular activity/ hobby, e.g., writing, arts, sports, etc.; Literacy in oral & written communication Clarity, conciseness and confidence in communication, e.g., experience communicating with senior stakeholders, public presentations and/ or teaching, a portfolio of writing samples, etc. Ownership, agility & teamwork Pursuit of excellence, always going the extra mile to level up the quality of insights and deliverables; Self-driven and organized, with a relentless focus on following through on alignments and delivering results effectively; High-level of adaptability, being able to quickly reprioritize and iterate based on latest developments; Excellent attention to detail; Collaborative approach to teamwork, demonstrated through coordinating a complex project across multiple work-streams, leading a project team, etc.; (Plus) Experience working with teams from diverse backgrounds, e.g., cross-cultural, cross-industry. #LI-Associate#LI-Remote ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.

What to Expect Work on high-impact and diverse projects- You will have the opportunity to advise management on emerging industry trends and key business decisions, optimize key processes, and orchestrate key initiatives. Your work will be important to our business growth and sustainability, and cover a broad spectrum of topics. Own your initiative from end to end- You get to experience the full product cycle - from conception of an idea, to product launch, and ongoing KPI monitoring. You get to see the results of your recommendations & decisions with live data reporting. You get to truly own initiatives that you help to design & continuously improve, from end to end. Learn something new every day- Most if not all projects at Crypto.com are cross-functional, meaning you will be sitting at a roundtable or brainstorming on a whiteboard with colleagues & experts from diverse backgrounds - blockchain engineering, mobile development, design, cybersecurity, customer acquisition, fraud management, banking & finance… What You'll Do In this role, you will spearhead the strategic direction of our core products including our Main App Trading, Loyalty Programs, VISA Card and Pay, among others. Below are some activities you may find yourself doing: Strategic Visionary: Assisting the Strategy team to conceptualize, execute and monitor key strategic initiatives aimed at driving commercial success Subject Matter Expertise: Develop deep subject matter expertise in Crypto CEX trading, Loyalty Program Design, Crypto Payments and other relevant domains Pricing Strategy Optimization: Developing optimal pricing strategies for our all core products (proficiency in Excel modeling and generating data-driven insights is expected) Market Research & Analysis: Developing thematic research memos to advise on market/ sub-sector strategy; Project Coordination & Management: Coordinating cross-functional projects end-to-end from timeline/ deliverable planning to tracking/ reporting; Product Development: Designing & drafting requirements for a new product or feature; Performance Evaluation & Optimization: Deciding & analyzing product KPIs and recommending improvements to drive revenue and user engagement Strategic Partnerships & Investments: Evaluating & driving strategic and investment opportunities Business Projection & Analysis: Projecting business results and engage in strategic discussions with management regarding implications & strategic pivots Overall, you will shoulder the important responsibilities of: (a) At a product level: Design & drive new features to success, (b) At a company level: Define & align business priorities with management, and (c) At an industry level: Generate insights & your own views on the market. What We Look For Below are some key traits we look for, and a list of indicators we watch out for during our screening. (Note that the list is not exhaustive, nor do we expect candidates to possess all traits at the same time.) We value the ability & drive to learn over past experience, as we believe in investing in learning of our team. Intellectual prowess & curiosity Bachelor's Degree in Business Administration, Finance or related field 1-3 years of work experience in a field requiring strong problem-solving skills, e.g., management consulting, investment banking, venture capital, equity research; Highly structured approach in thinking, analysis and output generation; Quick learner who is able to translate newly acquired knowledge into actionable insights; Proven ability to take initiative and be proactive in identifying and addressing challenges or opportunities, consistently anticipating and acting upon business needs. (Plus) Strong modeling skills; (Plus) Strong curiosity and a passion for continuous learning (Plus) Proficiency in SQL and Tableau (Plus) Track record in an extracurricular activity/ hobby, e.g., writing, arts, sports, etc.; Literacy in oral & written communication Clarity, conciseness and confidence in communication, e.g., experience communicating with senior stakeholders, public presentations and/ or teaching, a portfolio of writing samples, etc. Ownership, agility & teamwork Pursuit of excellence, always going the extra mile to level up the quality of insights and deliverables; Self-driven and organized, with a relentless focus on following through on alignments and delivering results effectively; High-level of adaptability, being able to quickly reprioritize and iterate based on latest developments; Excellent attention to detail; Collaborative approach to teamwork, demonstrated through coordinating a complex project across multiple work-streams, leading a project team, etc.; (Plus) Experience working with teams from diverse backgrounds, e.g., cross-cultural, cross-industry. #LI-Associate#LI-Remote ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.

JOB SUMMARYAs a Senior Proposal Associate, you will contribute to a dynamic team and firm growth via the creation of visually compelling pitch material, RFP responses, presentation decks, and other proposal collateral. This role is centered on writing and managing persuasive, high-quality proposals and RFP responses while ensuring accuracy, compliance, and alignment with UHY's brand and messaging standards. You will collaborate closely with leadership and subject matter experts to improve proposal effectiveness, implement best practices, and play an essential role in driving new business opportunities. The ideal candidate is a seasoned proposal professional who thrives in a fast-paced environment and brings both tactical writing expertise and strategic insight to the proposal function. Contribute to the proposal process by preparing and managing individual pitches and RFP responses from intake through final submission, leveraging proposal software (Responsive, formerly RFPio) to ensure high-quality, compelling submissions Write, edit, and refine proposal content to produce winning, client-focused responses. Collaborate with subject matter experts and firm leaders to translate technical content into persuasive, accessible messaging Participate in opportunity vetting discussions with partners, contributing to strategy and qualification decisions Monitor online RFP databases (e.g., GovWin) and contracts to identify upcoming opportunities and provide updates to leadership Maintain a comprehensive log of proposals, tracking deadlines, progress, submissions, and outcomes Ensure proposals comply with all solicitation requirements and internal quality standards Develop and implement process improvements to enhance proposal efficiency, accuracy, and impact Oversee ongoing quality control for proposal content, ensuring consistent tone, style, and compliance with brand standards Develop customized presentation content for finalist/short-list meetings, including defining frameworks, mapping content to key messages, and managing layout and design Contribute to strategies that monitor market trends, competitors, and other forces that could affect proposal positioning Maintain and improve firm-wide proposal resources such as templates, style guides, and content libraries Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Limited travel may be requested for attending events, conferences, or internal meetings Required education and experience Bachelor's degree in marketing, communications, English, journalism, or a related field 5 -7 years of progressive experience in proposal writing and management, preferably within a professional services firm Proven expertise in writing, editing, and managing persuasive proposals and RFP responses Strong project management skills with the ability to manage multiple deadlines and coordinate diverse stakeholder input Experience implementing proposal best practices and process improvements Preferred education and experience Familiarity with proposal management software such as Responsive (RFPio) or a similar platform Experience developing finalist/short-list presentations Familiarity with market research and competitor analysis to support proposal positioning Ability to build strong internal and external relationships to support business development goals Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $85,000 to $100,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Job Description When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Senior Assurance Associate to join our Assurance team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Prepare clear, well-structured audit documentation for advanced assignments, ensuring the execution of high-quality audits. Apply in-depth knowledge of industry-specific accounting to solve problems and meet client deadlines using appropriate audit procedures. Provide timely feedback to associates and interns through regular meetings during and after audits to support their professional development. Set and articulate goals, identifying milestones for personal advancement within the Firm while maintaining strong performance. Collaborate effectively in a hybrid work environment, communicating regularly with peers and management to ensure project deadlines are met. Review the work of associates and interns to ensure compliance with audit procedures and documentation, while proactively identifying issues and progress to the engagement team. What you must have Bachelor's degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license or actively pursuing CPA license. 150 credit hours for CPA certification or actively pursuing. Minimum two years of experience in tax compliance. Must possess a valid state Driver's License. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

Job Description When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Senior Assurance Associate to join our Assurance team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Prepare clear, well-structured audit documentation for advanced assignments, ensuring the execution of high-quality audits. Apply in-depth knowledge of industry-specific accounting to solve problems and meet client deadlines using appropriate audit procedures. Provide timely feedback to associates and interns through regular meetings during and after audits to support their professional development. Set and articulate goals, identifying milestones for personal advancement within the Firm while maintaining strong performance. Collaborate effectively in a hybrid work environment, communicating regularly with peers and management to ensure project deadlines are met. Review the work of associates and interns to ensure compliance with audit procedures and documentation, while proactively identifying issues and progress to the engagement team. What you must have Bachelor's degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license or actively pursuing CPA license. 150 credit hours for CPA certification or actively pursuing. Minimum two years of experience in tax compliance. Must possess a valid state Driver's License. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The position will play a key role within the Strategic Initiatives group. The primary responsibility set involves developing and executing various strategies that will help GoodLeap grow. This role will involve liaising and building positive relationships with internal and external stakeholders, conducting market research and analysis, evaluating and executing on build vs. buy vs. partnership arrangements, setting goals and guidelines, and overseeing operations from planning to execution. The role will touch the entire lifecycle of the business and will have a high degree of visibility internally and externally. The ideal candidate will have experience in distributed energy, capital markets, JV partnership relationships and agreements, M&A, and presentations to executives and board members.Essential Job Duties & Responsibilities: Analyze GoodLeap's capabilities to develop and execute strategies that will accelerate company growth Work with capital markets team members to analyze financial structures that will enhance returns. Work with business development team members to analyze new products and services for contractors, homeowners, and financial institutions, including virtual power plants Work with technical and operations team members to analyze Salesforce and AI automation initiatives for contractors and homeowners, including more efficient payment systems, CRM, and business service arrangements Work with technical and marketing team members to analyze Salesforce and customer-facing applications that create engagement and allow for cross-selling opportunities Required Skills, Knowledge & Abilities: A minimum of 3-5 years of relevant experience in finance, corporate development, consumer lending, or distributed energy Minimum bachelor's degree Expert with MS Office (especially Excel and PowerPoint; VBA is a plus) Working proficiency with SQL; Python is a plus Excellent written and oral communication skills Superb attention to detail and work ethic Basic understanding of financial structures in the energy sector Comfortable working in fast-paced, unstructured environment Passionate about the renewable energy sector Compensation: $125,000 - $200,000/ annually (DOE) Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!

About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The position will play a key role within the Strategic Initiatives group. The primary responsibility set involves developing and executing various strategies that will help GoodLeap grow. This role will involve liaising and building positive relationships with internal and external stakeholders, conducting market research and analysis, evaluating and executing on build vs. buy vs. partnership arrangements, setting goals and guidelines, and overseeing operations from planning to execution. The role will touch the entire lifecycle of the business and will have a high degree of visibility internally and externally. The ideal candidate will have experience in distributed energy, capital markets, JV partnership relationships and agreements, M&A, and presentations to executives and board members.Essential Job Duties & Responsibilities: Analyze GoodLeap's capabilities to develop and execute strategies that will accelerate company growth Work with capital markets team members to analyze financial structures that will enhance returns. Work with business development team members to analyze new products and services for contractors, homeowners, and financial institutions, including virtual power plants Work with technical and operations team members to analyze Salesforce and AI automation initiatives for contractors and homeowners, including more efficient payment systems, CRM, and business service arrangements Work with technical and marketing team members to analyze Salesforce and customer-facing applications that create engagement and allow for cross-selling opportunities Required Skills, Knowledge & Abilities: A minimum of 3-5 years of relevant experience in finance, corporate development, consumer lending, or distributed energy Minimum bachelor's degree Expert with MS Office (especially Excel and PowerPoint; VBA is a plus) Working proficiency with SQL; Python is a plus Excellent written and oral communication skills Superb attention to detail and work ethic Basic understanding of financial structures in the energy sector Comfortable working in fast-paced, unstructured environment Passionate about the renewable energy sector Compensation: $125,000 - $200,000/ annually (DOE) Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The position will play a key role within the Strategic Initiatives group. The primary responsibility set involves developing and executing various strategies that will help GoodLeap grow. This role will involve liaising and building positive relationships with internal and external stakeholders, conducting market research and analysis, evaluating and executing on build vs. buy vs. partnership arrangements, setting goals and guidelines, and overseeing operations from planning to execution. The role will touch the entire lifecycle of the business and will have a high degree of visibility internally and externally. The ideal candidate will have experience in distributed energy, capital markets, JV partnership relationships and agreements, M&A, and presentations to executives and board members. Essential Job Duties & Responsibilities: * Analyze GoodLeap's capabilities to develop and execute strategies that will accelerate company growth * Work with capital markets team members to analyze financial structures that will enhance returns. * Work with business development team members to analyze new products and services for contractors, homeowners, and financial institutions, including virtual power plants * Work with technical and operations team members to analyze Salesforce and AI automation initiatives for contractors and homeowners, including more efficient payment systems, CRM, and business service arrangements * Work with technical and marketing team members to analyze Salesforce and customer-facing applications that create engagement and allow for cross-selling opportunities Required Skills, Knowledge & Abilities: * A minimum of 3-5 years of relevant experience in finance, corporate development, consumer lending, or distributed energy * Minimum bachelor's degree * Expert with MS Office (especially Excel and PowerPoint; VBA is a plus) * Working proficiency with SQL; Python is a plus * Excellent written and oral communication skills * Superb attention to detail and work ethic * Basic understanding of financial structures in the energy sector * Comfortable working in fast-paced, unstructured environment * Passionate about the renewable energy sector Compensation: $125,000 - $200,000/ annually (DOE) Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

JOB SUMMARYThe Corporate Finance Senior Associate is deeply involved in all aspects of the M&A process from client development to transaction closing. Corporate Finance Senior Associates are responsible for overseeing Analysts and Associates on project teams and providing senior M&A professionals with support and various deal materials. Senior Associates will manage complex transactions and communicate with clients which includes facilitating meetings. Participate meaningfully in all aspects of transaction development and execution Develop and present analyses and presentations in client and prospect meetings Identify strategic and financial buyers and sellers Participate in M&A strategy development discussions Draft information memoranda and management presentations Coordinate and support due diligence Build detailed and accurate financial models, including DCF, LBO, comparable transaction, and guideline company analysis Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and other economic information Mentor and develop staff (Analysts) Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in finance, accounting, economics, mathematics, or similar concentration 5+ years of experience in investment banking, corporate finance, or a related role Exceptional financial modeling and analytical skills Preferred education and experience Master's degree finance, accounting, economics, mathematics, or similar concentration Series 7, 79, and/or 63 designations Any FINRA licenses, CFA charters, and other industry-specific designations Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.