Senior Finance Analyst jobs at Voya Financial

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements. Come join us in delivering better outcomes for our clients around the world! Legg Mason & Co., LLC seeks a Senior Financial Analyst in Baltimore, MD.What are the ongoing responsibilities of a Senior Financial Analyst? The Senior Financial Analyst will coordinate data related initiatives focusing on a new comprehensive dashboard for internal stakeholders. What ideal qualifications, skills & experience would help someone to be successful? Requires a Master's degree in Financial Engineering or related field or equivalent and two (2) years of experience Requires a Master's degree in Financial Engineering or related field. Must include two (2) years of experience with the following responsibilities, skills and/or tools: Performing descriptive, diagnostic, and predictive data analytics; Supporting self-service reporting and analytics initiatives by writing and executing complex DAX codes in MS Power BI financial reports; Performing corporate budgeting, forecasting, and financial modeling; developing and improving financial reporting by summarizing business and financial data utilizing data management techniques and tools, including MS Power BI, MS Excel, and Python; Automating data flow/collection processes, and transforming data; Creating flexible data visualizations and dashboards to display key performance indicators (KPIs) using MS Power BI Desktop/Service, MS Powery Query and Python; and Creating, organizing, and maintaining new datasets and data points used for data analytics using MS Excel and MS Power Query and providing financial insights within financial reporting. **Telecommuting and/or working from home may be permissible pursuant to company policies.**. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $81,660.00 - $87,700.00 USD / year. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Hear more from our employees By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Learning and Education Assistance Program (LEAP) Purchase of company funds with no sales charge Onsite fitness center and recreation center Onsite cafeteria* *Only applicable at certain locations. Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements. Come join us in delivering better outcomes for our clients around the world! Legg Mason & Co., LLC seeks a Senior Financial Analyst in Baltimore, MD. What are the ongoing responsibilities of a Senior Financial Analyst? The Senior Financial Analyst will coordinate data related initiatives focusing on a new comprehensive dashboard for internal stakeholders. What ideal qualifications, skills & experience would help someone to be successful? Requires a Master's degree in Financial Engineering or related field or equivalent and two (2) years of experience Requires a Master's degree in Financial Engineering or related field. Must include two (2) years of experience with the following responsibilities, skills and/or tools: * Performing descriptive, diagnostic, and predictive data analytics; * Supporting self-service reporting and analytics initiatives by writing and executing complex DAX codes in MS Power BI financial reports; * Performing corporate budgeting, forecasting, and financial modeling; developing and improving financial reporting by summarizing business and financial data utilizing data management techniques and tools, including MS Power BI, MS Excel, and Python; * Automating data flow/collection processes, and transforming data; * Creating flexible data visualizations and dashboards to display key performance indicators (KPIs) using MS Power BI Desktop/Service, MS Powery Query and Python; and * Creating, organizing, and maintaining new datasets and data points used for data analytics using MS Excel and MS Power Query and providing financial insights within financial reporting. Telecommuting and/or working from home may be permissible pursuant to company policies.. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $81,660.00 - $87,700.00 USD / year. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Hear more from our employees By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * Three weeks paid time off the first year * Medical, dental and vision insurance * 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits * Employee Stock Investment Program * Learning and Education Assistance Program (LEAP) * Purchase of company funds with no sales charge * Onsite fitness center and recreation center * Onsite cafeteria* * Only applicable at certain locations. Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. Qualified candidates not within a commutable distance to one of our listed locations, will be considered for 100% remote. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial fitness goals. Stock Plan Services is seeking a Financial Reporting Manager who has a deep understanding of share-based payment concepts. What you'll do: The Financial Reporting Manager will be responsible for providing support services to corporate clients on the application of equity compensation accounting concepts in the Schwab EquiView system. You are a subject matter expertise in both ASC 718 and IFRS 2 and you will deliver training on advanced accounting topics both internally and externally. You will be responsible for identifying system enhancements and development opportunities based on client needs and regulatory changes. Additionally, you will create and maintain whitepapers and all other accounting documentation. Responsibilities will include, but not be limited to: * Provide proactive financial reporting support to corporate clients and make recommendations when appropriate to address reporting challenges * Lead Sales Demos covering the financial reporting features of Equiview. * Lead discovery and consultation conversations with corporate clients to determine their needs. * Play a leading role in the financial reporting conversion efforts for new clients coming on board. * Be the subject matter expert in domestic and international share-based payment concepts * Understand overall stock plan record-keeping system architecture and functionality * Understand the Schwab EquiView financial reporting system from settings configuration to expense and disclosure reporting calculations * Monitor regulatory changes, drive thought leadership efforts and provide sales support * Identify development opportunities, gather business requirements, and work with Product Management to implement new financial reporting features What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications * 5-8 years' work experience in the equity compensation industry with minimum 5 years' experience working with ASC 718/IFRS2. * Ability to balance the needs of our clients and implement SPS best practices * Strong communication skills with an ability to build positive working relationships with both our clients and internal partners * Self-directed and self-motivated-- able to work independently on a variety of tasks while achieving team-oriented objectives and collaborating with stakeholders where appropriate * Organized and able to effectively manage own time * Ability to handle stressful situations and prioritize competing deadlines * High attention to detail and the ability to see things through from concept to implementation * Strong business analysis and problem-solving skills and ability to troubleshoot issues * Ability to effectively work in a collaborative team environment and provide the best possible outcomes for our clients * Ability to improve existing processes and create innovate solutions * Leverage strong written and verbal communication skills to effectively explain data and analysis in a compelling manner to all levels of leadership * Proficiency in Microsoft Office application such as Excel, PowerPoint, and Word * Bachelor's degree in accounting, Finance or related field Preferred Qualifications * Certified Equity Professional (CEP)

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. Qualified candidates not within a commutable distance to one of our listed locations, will be considered for 100% remote. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial fitness goals. Stock Plan Services is seeking a Financial Reporting Manager who has a deep understanding of share-based payment concepts. What you'll do: The Financial Reporting Manager will be responsible for providing support services to corporate clients on the application of equity compensation accounting concepts in the Schwab EquiView system. You are a subject matter expertise in both ASC 718 and IFRS 2 and you will deliver training on advanced accounting topics both internally and externally. You will be responsible for identifying system enhancements and development opportunities based on client needs and regulatory changes. Additionally, you will create and maintain whitepapers and all other accounting documentation. Responsibilities will include, but not be limited to: * Provide proactive financial reporting support to corporate clients and make recommendations when appropriate to address reporting challenges * Lead Sales Demos covering the financial reporting features of Equiview. * Lead discovery and consultation conversations with corporate clients to determine their needs. * Play a leading role in the financial reporting conversion efforts for new clients coming on board. * Be the subject matter expert in domestic and international share-based payment concepts * Understand overall stock plan record-keeping system architecture and functionality * Understand the Schwab EquiView financial reporting system from settings configuration to expense and disclosure reporting calculations * Monitor regulatory changes, drive thought leadership efforts and provide sales support * Identify development opportunities, gather business requirements, and work with Product Management to implement new financial reporting features What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications * 5-8 years' work experience in the equity compensation industry with minimum 5 years' experience working with ASC 718/IFRS2. * Ability to balance the needs of our clients and implement SPS best practices * Strong communication skills with an ability to build positive working relationships with both our clients and internal partners * Self-directed and self-motivated-- able to work independently on a variety of tasks while achieving team-oriented objectives and collaborating with stakeholders where appropriate * Organized and able to effectively manage own time * Ability to handle stressful situations and prioritize competing deadlines * High attention to detail and the ability to see things through from concept to implementation * Strong business analysis and problem-solving skills and ability to troubleshoot issues * Ability to effectively work in a collaborative team environment and provide the best possible outcomes for our clients * Ability to improve existing processes and create innovate solutions * Leverage strong written and verbal communication skills to effectively explain data and analysis in a compelling manner to all levels of leadership * Proficiency in Microsoft Office application such as Excel, PowerPoint, and Word * Bachelor's degree in accounting, Finance or related field Preferred Qualifications * Certified Equity Professional (CEP)

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. Qualified candidates not within a commutable distance to one of our listed locations, will be considered for 100% remote. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial fitness goals. Stock Plan Services is seeking a Financial Reporting Manager who has a deep understanding of share-based payment concepts. What you'll do: The Financial Reporting Manager will be responsible for providing support services to corporate clients on the application of equity compensation accounting concepts in the Schwab EquiView system. You are a subject matter expertise in both ASC 718 and IFRS 2 and you will deliver training on advanced accounting topics both internally and externally. You will be responsible for identifying system enhancements and development opportunities based on client needs and regulatory changes. Additionally, you will create and maintain whitepapers and all other accounting documentation. Responsibilities will include, but not be limited to: * Provide proactive financial reporting support to corporate clients and make recommendations when appropriate to address reporting challenges * Lead Sales Demos covering the financial reporting features of Equiview. * Lead discovery and consultation conversations with corporate clients to determine their needs. * Play a leading role in the financial reporting conversion efforts for new clients coming on board. * Be the subject matter expert in domestic and international share-based payment concepts * Understand overall stock plan record-keeping system architecture and functionality * Understand the Schwab EquiView financial reporting system from settings configuration to expense and disclosure reporting calculations * Monitor regulatory changes, drive thought leadership efforts and provide sales support * Identify development opportunities, gather business requirements, and work with Product Management to implement new financial reporting features What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications * 5-8 years' work experience in the equity compensation industry with minimum 5 years' experience working with ASC 718/IFRS2. * Ability to balance the needs of our clients and implement SPS best practices * Strong communication skills with an ability to build positive working relationships with both our clients and internal partners * Self-directed and self-motivated-- able to work independently on a variety of tasks while achieving team-oriented objectives and collaborating with stakeholders where appropriate * Organized and able to effectively manage own time * Ability to handle stressful situations and prioritize competing deadlines * High attention to detail and the ability to see things through from concept to implementation * Strong business analysis and problem-solving skills and ability to troubleshoot issues * Ability to effectively work in a collaborative team environment and provide the best possible outcomes for our clients * Ability to improve existing processes and create innovate solutions * Leverage strong written and verbal communication skills to effectively explain data and analysis in a compelling manner to all levels of leadership * Proficiency in Microsoft Office application such as Excel, PowerPoint, and Word * Bachelor's degree in accounting, Finance or related field Preferred Qualifications * Certified Equity Professional (CEP)

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. Qualified candidates not within a commutable distance to one of our listed locations, will be considered for 100% remote. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial fitness goals. Stock Plan Services is seeking a Financial Reporting Manager who has a deep understanding of share-based payment concepts. What you'll do: The Financial Reporting Manager will be responsible for providing support services to corporate clients on the application of equity compensation accounting concepts in the Schwab EquiView system. You are a subject matter expertise in both ASC 718 and IFRS 2 and you will deliver training on advanced accounting topics both internally and externally. You will be responsible for identifying system enhancements and development opportunities based on client needs and regulatory changes. Additionally, you will create and maintain whitepapers and all other accounting documentation. Responsibilities will include, but not be limited to: * Provide proactive financial reporting support to corporate clients and make recommendations when appropriate to address reporting challenges * Lead Sales Demos covering the financial reporting features of Equiview. * Lead discovery and consultation conversations with corporate clients to determine their needs. * Play a leading role in the financial reporting conversion efforts for new clients coming on board. * Be the subject matter expert in domestic and international share-based payment concepts * Understand overall stock plan record-keeping system architecture and functionality * Understand the Schwab EquiView financial reporting system from settings configuration to expense and disclosure reporting calculations * Monitor regulatory changes, drive thought leadership efforts and provide sales support * Identify development opportunities, gather business requirements, and work with Product Management to implement new financial reporting features What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications * 5-8 years' work experience in the equity compensation industry with minimum 5 years' experience working with ASC 718/IFRS2. * Ability to balance the needs of our clients and implement SPS best practices * Strong communication skills with an ability to build positive working relationships with both our clients and internal partners * Self-directed and self-motivated-- able to work independently on a variety of tasks while achieving team-oriented objectives and collaborating with stakeholders where appropriate * Organized and able to effectively manage own time * Ability to handle stressful situations and prioritize competing deadlines * High attention to detail and the ability to see things through from concept to implementation * Strong business analysis and problem-solving skills and ability to troubleshoot issues * Ability to effectively work in a collaborative team environment and provide the best possible outcomes for our clients * Ability to improve existing processes and create innovate solutions * Leverage strong written and verbal communication skills to effectively explain data and analysis in a compelling manner to all levels of leadership * Proficiency in Microsoft Office application such as Excel, PowerPoint, and Word * Bachelor's degree in accounting, Finance or related field Preferred Qualifications * Certified Equity Professional (CEP)

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients. DUTIES and RESPONSIBILITIES: • Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists • Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience • In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens • Utilize the Firm's financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans • Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens • Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed • Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management - particularly those relating to financial planning EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • 5+ years of work experience in a field relevant to the position required • 4-year college degree or professional certification preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Complete and maintain internal Financial Planning Specialist designation requirements • Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation Knowledge/Skills • Knowledge of financial planning • Excellent listening skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Technically proficient and quick learner of new and updated platforms • Detail oriented with superior organizational skills and ability to prioritize • Expert knowledge of basic personal computer, MS Office and internet applications • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports to • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients. DUTIES and RESPONSIBILITIES: * Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists * Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience * In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens * Utilize the Firm's financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans * Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens * Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed * Remaining current on all policies, procedures and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management - particularly those relating to financial planning EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of work experience in a field relevant to the position required * 4-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Complete and maintain internal Financial Planning Specialist designation requirements * Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation Knowledge/Skills * Knowledge of financial planning * Excellent listening skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. This position is primarily based in Greensboro, NC. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion. As a Financial Wellness Consultant, you will work within the PNC Retail Out of Branch network, a collaborative business segment that delivers comprehensive financial wellness advice and solutions to clients and consumers. You will identify and develop collaborative relationships with human resources decision-makers, or dedicated benefits managers to design a custom program for a client's organization and provide employees of commercial clients with advice and services including financial education, banking benefits and health-based accounts including, but not limited to, Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs), student debt solutions, earned wage access (EWA), and retirement plan services. You will employ a consultative Job Description Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision. With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services. Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks. Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty. Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsBook Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales OpportunitiesCompetenciesBusiness Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling., Tech SavvyWork ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelors (Required) CertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Account Manager I within PNC's Treasury Management Commercial Sales organization, you will be based in Philadelphia PA or Tampa FL. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion. Additional Details: Support Treasury Management Sales Officers This is not a customer service position - It is a sales support role Data Analytics of internal systems Pricing development of treasury services Assist Treasury Management Officer with presentations to clients No sales goals or portfolio assignment: Responsible to the sales success of the assigned region Client facing role with presentations and reviews Face to face calls with the TMO (virtual / video) and will be asked to take the initiative to lead specific client calls in the absence of the TMO Identifying opportunities and provide guidance on new services, sharing data on how peers are using services Great organizational and speaking skills Ability to lead meetings internally and externally effectively Additional skills needed: Self-starter/self-motivator, a team player having exceptional interpersonal skills, adaptable to a changing environment, positive/creative thinker, detail oriented and has good organizational skills, takes a consistent proactive approach to addressing client issues and follows escalation protocols within a timely manner. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Under direct supervision, works in support of assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients. * Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. Utilizes basic industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities. * Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. Will work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines. * Analyzes, assesses and documents client requirements. Forecasts and tracks key account metrics May identify customization needs, and work with service partners to implement. * Supports processes outlined in the contract and independently resolves challenges regarding implementation and production issues. Works towards finding the best solution to maintain a positive client relationship. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations Competencies Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Account Manager I within PNC's Treasury Management Commercial Sales organization, you will be based in Philadelphia PA or Tampa FL. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion. Additional Details: Support Treasury Management Sales Officers This is not a customer service position - It is a sales support role Data Analytics of internal systems Pricing development of treasury services Assist Treasury Management Officer with presentations to clients No sales goals or portfolio assignment: Responsible to the sales success of the assigned region Client facing role with presentations and reviews Face to face calls with the TMO (virtual / video) and will be asked to take the initiative to lead specific client calls in the absence of the TMO Identifying opportunities and provide guidance on new services, sharing data on how peers are using services Great organizational and speaking skills Ability to lead meetings internally and externally effectively Additional skills needed: Self-starter/self-motivator, a team player having exceptional interpersonal skills, adaptable to a changing environment, positive/creative thinker, detail oriented and has good organizational skills, takes a consistent proactive approach to addressing client issues and follows escalation protocols within a timely manner. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Under direct supervision, works in support of assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients. * Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. Utilizes basic industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities. * Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. Will work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines. * Analyzes, assesses and documents client requirements. Forecasts and tracks key account metrics May identify customization needs, and work with service partners to implement. * Supports processes outlined in the contract and independently resolves challenges regarding implementation and production issues. Works towards finding the best solution to maintain a positive client relationship. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations Competencies Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Business Systems Analyst Consultant within PNC's Asset Management Technology organization, you will be based in Pittsburgh, PA, Strongsville, OH, Dallas, TX or Birmingham, AL. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. As a Business Systems Analyst Consultant, you will be part of an Agile engineering team where you will be responsible for technical research and analysis within our Asset Management Tech line of business Due to the nature of this position we are seeking passionate Business Systems Analysts. Candidates should have experience with the following: * Partner effectively with the Product Owners in Asset Management. * Conduct research and analysis for feature development. * Guide or actively engage in backlog refinement (grooming) sessions to ensure a shared understanding of upcoming work. * Prioritize backlog items based on their business value, alignment with project goals, and urgency. * Financial Services industry knowledge. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Provides solutions for IT and business management on applying technology to business opportunities, planning and implementation of cross-functional applications. * Participates in identifying, evaluating, and configuring systems that are cost effective and meet business requirements . * Monitors client experiences and feedback on the use of business applications; Enhanced system productivity, as needed . * Provides senior level consulting services to internal business groups on process improvement projects designed to improve their business results . * Analyzes, defines and documents clients requirements, and revises existing systems logic challenges, as necessary . PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Application Development, Business Management, Customer Solutions, Design, Group Problem Solving, Process Improvements, Release Management, Software Solutions, User Experience (UX) Design Competencies Business Assessment, Business Process Modeling, IT Environment, IT Project Management, Requirements Analysis, Technical Writing/Documentation, Workflow Analysis Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses CBAP (Certified Business Analysis Professional) certification preferred. Pay Transparency Base Salary: $55,000.00 - $120,750.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 08/06/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. Qualified candidates not within a commutable distance to one of our listed locations, will be considered for 100% remote. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial fitness goals. Stock Plan Services is seeking a Financial Reporting Manager who has a deep understanding of share-based payment concepts. What you'll do: The Financial Reporting Manager will be responsible for providing support services to corporate clients on the application of equity compensation accounting concepts in the Schwab EquiView system. You are a subject matter expertise in both ASC 718 and IFRS 2 and you will deliver training on advanced accounting topics both internally and externally. You will be responsible for identifying system enhancements and development opportunities based on client needs and regulatory changes. Additionally, you will create and maintain whitepapers and all other accounting documentation. Responsibilities will include, but not be limited to: * Provide proactive financial reporting support to corporate clients and make recommendations when appropriate to address reporting challenges * Lead Sales Demos covering the financial reporting features of Equiview. * Lead discovery and consultation conversations with corporate clients to determine their needs. * Play a leading role in the financial reporting conversion efforts for new clients coming on board. * Be the subject matter expert in domestic and international share-based payment concepts * Understand overall stock plan record-keeping system architecture and functionality * Understand the Schwab EquiView financial reporting system from settings configuration to expense and disclosure reporting calculations * Monitor regulatory changes, drive thought leadership efforts and provide sales support * Identify development opportunities, gather business requirements, and work with Product Management to implement new financial reporting features What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications * 5-8 years' work experience in the equity compensation industry with minimum 5 years' experience working with ASC 718/IFRS2. * Ability to balance the needs of our clients and implement SPS best practices * Strong communication skills with an ability to build positive working relationships with both our clients and internal partners * Self-directed and self-motivated-- able to work independently on a variety of tasks while achieving team-oriented objectives and collaborating with stakeholders where appropriate * Organized and able to effectively manage own time * Ability to handle stressful situations and prioritize competing deadlines * High attention to detail and the ability to see things through from concept to implementation * Strong business analysis and problem-solving skills and ability to troubleshoot issues * Ability to effectively work in a collaborative team environment and provide the best possible outcomes for our clients * Ability to improve existing processes and create innovate solutions * Leverage strong written and verbal communication skills to effectively explain data and analysis in a compelling manner to all levels of leadership * Proficiency in Microsoft Office application such as Excel, PowerPoint, and Word * Bachelor's degree in accounting, Finance or related field Preferred Qualifications * Certified Equity Professional (CEP)

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Business Systems Analyst Consultant within PNC's Asset Management Technology organization, you will be based in Pittsburgh, PA, Strongsville, OH, Dallas, TX or Birmingham, AL. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. As a Business Systems Analyst Consultant, you will be part of an Agile engineering team where you will be responsible for technical research and analysis within our Asset Management Tech line of business Due to the nature of this position we are seeking passionate Business Systems Analysts. Candidates should have experience with the following: * Partner effectively with the Product Owners in Asset Management. * Conduct research and analysis for feature development. * Guide or actively engage in backlog refinement (grooming) sessions to ensure a shared understanding of upcoming work. * Prioritize backlog items based on their business value, alignment with project goals, and urgency. * Financial Services industry knowledge. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Provides solutions for IT and business management on applying technology to business opportunities, planning and implementation of cross-functional applications. * Participates in identifying, evaluating, and configuring systems that are cost effective and meet business requirements . * Monitors client experiences and feedback on the use of business applications; Enhanced system productivity, as needed . * Provides senior level consulting services to internal business groups on process improvement projects designed to improve their business results . * Analyzes, defines and documents clients requirements, and revises existing systems logic challenges, as necessary . PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Application Development, Business Management, Customer Solutions, Design, Group Problem Solving, Process Improvements, Release Management, Software Solutions, User Experience (UX) Design Competencies Business Assessment, Business Process Modeling, IT Environment, IT Project Management, Requirements Analysis, Technical Writing/Documentation, Workflow Analysis Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses CBAP (Certified Business Analysis Professional) certification preferred. Pay Transparency Base Salary: $55,000.00 - $120,750.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 08/06/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

The Business Support Senior Manager is a senior management level position responsible for accomplishing results through the management of a team or department, driving a variety of Business and Technical Support activities in coordination with the Fund Accounting and other Backoffice Operations teams. The overall objective of this role is to provide the Fund Accounting Operations teams with day-to-day technical support for applications and systems used in the delivery of activities associated with Net Asset Valuations (NAVs). **Responsibilities:** + Manage a team of professionals to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions) + Identify opportunities to implement process improvements and recommend system, service, and process enhancements including leading and evaluating system testing + Coordinate staff assignments to achieve optimal effectiveness through assessment of business requirements and staff skill sets and development needs + Build and maintain relationships with internal and external clients, and serve as point of escalation of complex customer issues + Perform discovery and due diligence with clients and visits regarding service quality measurement + Manage the Risk and Control agenda including audits, interfacing with internal and external auditors, and identifying process gaps + Work closely with senior management on identifying opportunities for cost saves, full-time equivalent (FTE) reduction, and optimization + Work closely with Sales and CEs on client management and service improvement initiatives + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** + 6-10 years of relevant experience + Experience in fund accounting operations preferred + Experience in accounting within financial services, strategic management, resource/expense management, and managing client relationships + Experience in managing operational delivery + Extensive knowledge of funds services and process + Demonstrated leadership and management skills + Ability to work in a team-oriented environment + Consistently demonstrates clear and concise written and verbal communication + Demonstrated Subject Matter Expert (SME) knowledge in related area **Education:** + Bachelor's degree/University degree or equivalent experience + Master's degree preferred ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Fund Accounting ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Columbus Ohio United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $107,120.00 - $160,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Sep 23, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. Qualified candidates not within a commutable distance to one of our listed locations, will be considered for 100% remote. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial fitness goals. Stock Plan Services is seeking a Financial Reporting Manager who has a deep understanding of share-based payment concepts. What you'll do: The Financial Reporting Manager will be responsible for providing support services to corporate clients on the application of equity compensation accounting concepts in the Schwab EquiView system. You are a subject matter expertise in both ASC 718 and IFRS 2 and you will deliver training on advanced accounting topics both internally and externally. You will be responsible for identifying system enhancements and development opportunities based on client needs and regulatory changes. Additionally, you will create and maintain whitepapers and all other accounting documentation. Responsibilities will include, but not be limited to: * Provide proactive financial reporting support to corporate clients and make recommendations when appropriate to address reporting challenges * Lead Sales Demos covering the financial reporting features of Equiview. * Lead discovery and consultation conversations with corporate clients to determine their needs. * Play a leading role in the financial reporting conversion efforts for new clients coming on board. * Be the subject matter expert in domestic and international share-based payment concepts * Understand overall stock plan record-keeping system architecture and functionality * Understand the Schwab EquiView financial reporting system from settings configuration to expense and disclosure reporting calculations * Monitor regulatory changes, drive thought leadership efforts and provide sales support * Identify development opportunities, gather business requirements, and work with Product Management to implement new financial reporting features What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications * 5-8 years' work experience in the equity compensation industry with minimum 5 years' experience working with ASC 718/IFRS2. * Ability to balance the needs of our clients and implement SPS best practices * Strong communication skills with an ability to build positive working relationships with both our clients and internal partners * Self-directed and self-motivated-- able to work independently on a variety of tasks while achieving team-oriented objectives and collaborating with stakeholders where appropriate * Organized and able to effectively manage own time * Ability to handle stressful situations and prioritize competing deadlines * High attention to detail and the ability to see things through from concept to implementation * Strong business analysis and problem-solving skills and ability to troubleshoot issues * Ability to effectively work in a collaborative team environment and provide the best possible outcomes for our clients * Ability to improve existing processes and create innovate solutions * Leverage strong written and verbal communication skills to effectively explain data and analysis in a compelling manner to all levels of leadership * Proficiency in Microsoft Office application such as Excel, PowerPoint, and Word * Bachelor's degree in accounting, Finance or related field Preferred Qualifications * Certified Equity Professional (CEP)

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Business Systems Analyst Consultant within PNC's Asset Management Technology organization, you will be based in Pittsburgh, PA, Strongsville, OH, Dallas, TX or Birmingham, AL. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. As a Business Systems Analyst Consultant, you will be part of an Agile engineering team where you will be responsible for technical research and analysis within our Asset Management Tech line of business Due to the nature of this position we are seeking passionate Business Systems Analysts. Candidates should have experience with the following: * Partner effectively with the Product Owners in Asset Management. * Conduct research and analysis for feature development. * Guide or actively engage in backlog refinement (grooming) sessions to ensure a shared understanding of upcoming work. * Prioritize backlog items based on their business value, alignment with project goals, and urgency. * Financial Services industry knowledge. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Provides solutions for IT and business management on applying technology to business opportunities, planning and implementation of cross-functional applications. * Participates in identifying, evaluating, and configuring systems that are cost effective and meet business requirements . * Monitors client experiences and feedback on the use of business applications; Enhanced system productivity, as needed . * Provides senior level consulting services to internal business groups on process improvement projects designed to improve their business results . * Analyzes, defines and documents clients requirements, and revises existing systems logic challenges, as necessary . PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Application Development, Business Management, Customer Solutions, Design, Group Problem Solving, Process Improvements, Release Management, Software Solutions, User Experience (UX) Design Competencies Business Assessment, Business Process Modeling, IT Environment, IT Project Management, Requirements Analysis, Technical Writing/Documentation, Workflow Analysis Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses CBAP (Certified Business Analysis Professional) certification preferred. Pay Transparency Base Salary: $55,000.00 - $120,750.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 08/06/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Business Systems Analyst Consultant within PNC's Asset Management Technology organization, you will be based in Pittsburgh, PA, Strongsville, OH, Dallas, TX or Birmingham, AL. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. As a Business Systems Analyst Consultant, you will be part of an Agile engineering team where you will be responsible for technical research and analysis within our Asset Management Tech line of business Due to the nature of this position we are seeking passionate Business Systems Analysts. Candidates should have experience with the following: * Partner effectively with the Product Owners in Asset Management. * Conduct research and analysis for feature development. * Guide or actively engage in backlog refinement (grooming) sessions to ensure a shared understanding of upcoming work. * Prioritize backlog items based on their business value, alignment with project goals, and urgency. * Financial Services industry knowledge. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Provides solutions for IT and business management on applying technology to business opportunities, planning and implementation of cross-functional applications. * Participates in identifying, evaluating, and configuring systems that are cost effective and meet business requirements . * Monitors client experiences and feedback on the use of business applications; Enhanced system productivity, as needed . * Provides senior level consulting services to internal business groups on process improvement projects designed to improve their business results . * Analyzes, defines and documents clients requirements, and revises existing systems logic challenges, as necessary . PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Application Development, Business Management, Customer Solutions, Design, Group Problem Solving, Process Improvements, Release Management, Software Solutions, User Experience (UX) Design Competencies Business Assessment, Business Process Modeling, IT Environment, IT Project Management, Requirements Analysis, Technical Writing/Documentation, Workflow Analysis Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses CBAP (Certified Business Analysis Professional) certification preferred. Pay Transparency Base Salary: $55,000.00 - $120,750.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 08/06/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Tax Analyst Sr, within PNC's Property Tax organization, you will be based in Ohio, Pennsylvania, Indiana, Michigan, Kentucky, or Texas. The position is primarily based in a PNC location and goes into the Cincinnati office at a minimum of twice per month. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. Hours for this role are Monday - Friday, start times vary between 7:00 am EST - 9:00 am EST and end times vary between 4:00 pm EST - 6:00 pm EST. As a Tax Analyst Sr, you will have a working knowledge with Excel. Additionally, you will use a variety of systems including but not limited to LeasePlus, LeaseWave, Aspire, and Sharepoint. In this role, you will review exemption certificates, the taxability of lease transactions, customer inquiries on accounts, and conduct audits. Within this, exemption certificates will be reviewed for validity and acceptance based on state regulations. Additionally, you will review lease transactions against different matrices to ensure leases are being taxed appropriately. In this role, you will pull various lease agreements, invoices, and exemption certificates based on the sampling provided by audit. These audits are external with different states, cities and counties. You will work with auditors on possible discrepancies found during their audits and correct anything outstanding. We seek motivated, driven and creative individuals that enjoy working as part of a team in a high energy environment which thrives on innovation and ingenuity. You will work together to create new solutions which will provide our clients with an exceptional customer experience. Valued opinions, supported by collaborative teams, impact the success of the Commercial Lending & Leasing Operations organization. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Organizes and analyzes tax forms for filing in accordance with regulations. * Research and monitor appropriate federal, state and local tax regulations and obligations. * Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions. * Working with business units to keep them informed about tax implications of their operation. * Mentoring junior staff on appropriate regulations, filing procedures and internal communication needs. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Data Analytics, Expense Controls, Financial Analysis, Generally Accepted Accounting Principles (GAAP), Tax Audits, Tax Regulations, Tax Research Competencies Accuracy and Attention to Detail, Audit And Compliance Function, Consulting, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, General Ledger (G-L), Generally Accepted Accounting Principles (GAAP), Problem Solving, Tax Management Work Experience Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $37,000.00 - $69,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 11/25/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.